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Using a Workflow Policy Program to Send Email for a Marketing Campaign

The Send Campaign Email workflow policy program allows a marketer to send an email to the targets of the marketing campaign, such as contacts or prospects. To personalize these emails, it uses Available Substitutions in the Send Message Arguments form, such as Prospect First Name. To choose the Recipient Type, you use the Recipients list in the Workflow Policy view in the Siebel client. The campaign contacts and prospects are visible in the Contacts/Prospects list in the Campaign Administration view.

Modifying Available Substitutions

To add a new substitution to the Available Substitutions list, you modify the SQL Statement Outputs property of the workflow policy program.

To modify available substitutions

1. In Siebel Tools, query the Name property of the Workflow Policy Programs list for Send Campaign Email.
2. Right-click the Send Campaign Email workflow policy program, and then click Lock Object.
3. In the Workflow Policy Program Arguments list, choose the SQL Statement Outputs property.
4. In the Default Value property, add the substitution.

   The Default Value property contains a comma separated list of substitution variables. These variables hold the result of the query statement. Siebel CRM displays the list that is defined in the Default Value property in the Available Substitution field in the Send Message Argument form.