A - B - C - D - E - F - G - H - I - L - M - N - O - P - Q - R - S - T - U - V - W

A

activity plans, creating and using

about   1

activity plan and activities, associating to a campaign or program   1

activity plan template, creating   1

creating activities   1

programs and campaigns, associating activity plans with   1

actual expenses and revenue, about and fields   1

approve, decline budget requests   1

assignment skills, deleting   1

attachments

documents to marketing plan   1

documents to programs and campaigns   1

email offers, adding to   1

Web offers, adding to   1

attributes

internal list, adding using prospect attributes   1

list of prospects, creating using attributes (procedure)   1

automatic execution of a stage, scheduling (procedure)   1

automatic response

See Creating Automatic Responses from Opportunities and Orders

Average Opportunity Revenue Analysis (Response) chart, viewing   1

awards

campaign quota objective, assigning to   1

new awards, creating   1

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B

budget requests

approve, decline   1

associating with marketing plans   1

creating   1 ,  2

submitting   1 ,  2

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C

Call Status Analysis chart, viewing   1

Call Status by Employee chart, viewing   1

Campaign Achievement chart, Siebel Campaigns, viewing in   1

Campaign Analysis (Response) chart, viewing   1

campaign assignment skills, setting up

about   1

assignment skills and all its campaign skill items, deleting   1

campaign skill items, deleting   1

multiple assignment skills, associating with a campaign   1

skill items, associating with a skill   1

campaign charts

Call Status Analysis chart, viewing   1

Call Status by Employee chart, viewing   1

Campaign Achievement chart, steps before viewing   1

Campaign Achievements, viewing in Siebel Campaigns   1

Lead Quality Analysis by Campaign chart, viewing   1

Lead Quality by Response chart, viewing   1

Opportunity Revenue Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Order Revenue Analysis chart, viewing   1

Trend Analysis by Employee chart, viewing   1

types of charts   1

campaign contacts, automatically assigning owners to   1

campaign elements, reviewing   1

campaign execution options, setting up

about setting up   1

campaign contacts, automatically assigning owners to   1

Campaign Explorer

campaign elements, reviewing   1

folder, adding items to   1

campaign groups

about   1

groups, adding to a campaign   1

campaign quotas, setting up

campaign quota plan, assigning participants   1

new awards, creating   1

quota objective values, editing   1

quota objective, assigning predefined awards to   1

quota plan, adding quota objectives to   1

quota plan, creating   1

campaign skills, defined   1

campaign teams, working with

about   1

groups, adding to a campaign   1

campaign, setting up in Siebel Marketing

campaign, associating campaign elements with   1

execution options, setting up   1

team, assigning to a campaign   1

campaigns

about   1

associating with loyalty programs   1

associating with loyalty promotions   1

contacts or prospects, adding to   1

documents, attaching to   1

expenses   1

list, adding to a campaign   1 ,  2

new campaign with offer, defining   1

note, determining which program is using a campaign   1

opportunity, creating for   1

planning suggestions   1

predefined campaigns with associated offers, adding   1

stand-alone   1

stand-alone, executing   1

using in Siebel Marketing, about   1

Campaigns Opportunity, using to promote a prospect   1

campaigns, launching

campaign launch status, monitoring   1

email campaign, suspending and relaunching   1

manually launching campaigns (procedure)   1

manually launching campaigns, requirements   1

marketing program, launching   1

campaigns, setting up

new campaign, creating   1

offer, associating with a campaign   1

related event, associating with a campaign   1

SmartScript, setting up   1

charts

Average Opportunity Revenue Analysis (Response) chart, viewing   1

Call Status Analysis chart, viewing   1

Call Status by Employee chart, viewing   1

Campaign Achievement chart, steps before viewing   1

Campaign Achievements, viewing in Siebel Campaigns   1

Campaign Analysis (Response) chart, viewing   1

campaign charts, about   1

Lead Quality Analysis by Campaign chart, viewing   1

Lead Quality by Analysis chart, viewing   1

Offer Analysis (Response) chart, viewing   1

Offer Type Analysis (Response) by Campaign chart, viewing   1

Offer Type Analysis (Response) chart, viewing   1

Opportunity Analysis (Response) chart, viewing   1

Opportunity Revenue Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Order Revenue Analysis chart, viewing   1

response charts, about viewing in Siebel Campaigns   1

response charts, accessing (procedure)   1

Revenue Analysis (Response) chart, viewing   1

Trend Analysis by Employee chart, viewing   1

conditional content, creating   1

contact call offers   1

contact information, working with

contacts and prospects, viewing   1

imported or internal list, about associating with campaign   1

prospects or contacts, adding to a campaign   1

prospects or contacts, associating with a campaign   1

contact lists, viewing from   1

contact planning rules   1

contacts

definition   1

removing from a list   1

contacts and prospects, about working with   1

Contacts List view, using to view contact information   1

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D

D&B lists, about   1

D&B, integrating list management with

account data, viewing for D&B prospect   1

D&B prospect, promoting   1

delivery profiles

about   1

creating   1

fax offer, associating with   1

Design view   1

direct campaigns, targeted at   1

direct mail offers, about and Direct Mail Offer view   1

distribution list, generating

generating a list   1

note, previewing not working   1

previewing (procedure)   1

previewing, about   1

sample list example   1

Do you have another offer? applet, about   1

documents

marketing plan, attaching to   1

programs and campaigns, attaching to   1

Downloads applet, about   1

drag-and-drop, about Program Flow Designer   1

dynamic URLs, creating and adding to email treatments   1

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E

email

campaign, testing   1

campaigns, stopping, resuming, or restarting   1

offers, sending   1

Siebel eMail Response, about configuring to capture email responses   1

email offers

about and Email Treatments view   1

attachments, adding to email offers   1

offer template, associating with   1 ,  2

outbound email distribution   1

outbound email load balancing   1

employees

Call Status Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Trend Analysis by Employee chart, viewing   1

errors, Internal Communication protocol error message   1

events

about using with Siebel Marketing   1

expenses   1

offers, about how links appear in an offer   1

offers, associating with (procedure)   1

promoting, using campaigns   1

promoting, using programs   1

expenses

associating with invoices   1

for events, campaigns, programs   1

external lists, about   1 ,  2

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F

fax offers

See also Delivery Profiles for Fax Treatments

about and Fax Offer view   1

offer template, associating with fax offer   1

sending   1

Featured Offers applet, about   1

forecast expenses and revenues, about and field (table)   1

forecasting for campaigns   1

frames, implementing Web Marketing without frames   1

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G

global deployment, Web Marketing   1

globalization rules, offers, applying to   1

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H

HTML editor to edit the offer template   1

HTML frames, implementing Web Marketing without frames   1

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I

if-then-else personalization element   1

imported lists, campaign, about associating with   1

indirect campaigns, targeted at   1

Information applet, about   1

internal lists, creating and managing

about   1

about and list of tasks   1

campaign, about associating with   1

contacts or prospects, adding to an internal list   1

creating internal lists, about   1

internal list, adding using prospect attributes   1

internal lists of contacts or prospects, creating   1

lists of prospects, about creating using attributes   1

lists of prospects, creating using attributes (procedure)   1

invoices, associating with expenses   1

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L

lag time, adding to a campaign stage   1

Landing sites

about   1

creating and updating   1

customizing   1

Lead Quality Analysis by Campaign chart, viewing   1

Lead Quality by Analysis chart, viewing   1

Lead Quality by Response chart, viewing   1

leads

created using social media data   1

creating and using   1

modifying   1

qualifying   1

List Contacts and Prospects view, using to promote a prospect   1

list management, about   1

Lists view. using to view a contact or prospect list   1

lists, generating

generating a list   1

note, previewing not working   1

previewing (previewing)   1

previewing, about   1

sample list example   1

lists, viewing and maintaining

about and format   1

Contact or Prospects List view, using to view contact or prospect information   1

contacts, removing from a list   1

deactivating lists   1

deleting lists   1

Lists view, using to view a contact or prospect list   1

prospects, removing from a list   1

literature, offer, associating with   1

localization rules, applying to offers   1

loyalty programs

about   1

associating with campaigns   1

loyalty promotions, associating with campaigns   1

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M

marketing planning and budgeting

budgets, developing and assigning for a marketing plan   1

goal for marketing plan, creating   1

marketing plan tactics, assigning a budget to   1

marketing plan tactics, associating with the marketing plan   1

marketing plan, about creating   1

marketing plan, attaching a document to   1

marketing plan, creating (procedure)   1

marketing plans

associating with budget requests   1

associating with plan tactics   1

creating   1

marketing process flow   1

marketing programs

campaign launch status, monitoring   1

designing and creating   1

designing multistage programs, about and types of programs   1

designing multistage programs, about launching   1

designing programs, about   1

designing programs, creating (procedure)   1

email campaign, suspending and relaunching   1

executing   1

expenses   1

launching   1

manually launching campaigns (procedure)   1

manually launching campaigns, requirements   1

process of designing   1

media offers, about and Media Offers view   1

merge fields in email offers   1

merge fields personalization category   1

multilingual deployment, Web Marketing   1

multistage programs

about and types of programs   1

launching, about   1

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N

named blocks personalization element   1

New User Link applet, about   1

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O

Offer Analysis (Response) chart, viewing   1

offer templates, creating and editing

about and offer types associated with   1

creating an offer template   1

email offer, associating with   1 ,  2

offer template associated with an offer, using the HTML editor   1

Personalization Categories, about using   1

template not associated with an offer, editing   1

Offer Type Analysis (Response) by Campaign chart, viewing   1

Offer Type Analysis (Response) chart, viewing   1

offers

applying localization rules   1

campaign, associating with   1

contact call   1

contact call, associating with response templates   1

email, using merge fields   1

merge fields   1

offer code lookups, performing   1

previewing   1

specialized   1

Offers page, using and configurable applets   1

offers, creating and using

delivery profiles, about   1

delivery profiles, associating with a fax offer   1

delivery profiles, creating a delivery profile   1

direct mail offers, about and Direct Mail Offer view   1

fax offers, about and Fax Offer view   1

fax offers, associating an offer template with   1

globalization rules, applying to offers   1

literature, associating with an offer   1

media offers, about and Media Offers view   1

offer template, associating with an email offer   1

offer, creating   1 ,  2

offers, about   1

Web offers, adding attachments to   1

Web offers, Web surveys, events, and URLs, about   1

Web offers, Web surveys, events, and URLs, associating with offers (procedure)   1

opportunities, campaign, creating for   1

Opportunity Analysis (Response) chart, viewing   1

Opportunity Revenue Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Order Revenue Analysis chart, viewing   1

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P

personalization categories   1

Personalization Categories drop-down list, about and using   1

Personalization, using with Web Marketing   1

Pick Campaign dialog box, using to define new campaign with offer   1

plan tactics

associating with marketing plans   1

creating   1

Preview List, about preview not working   1

process flow, marketing   1

Product Detail view, about using   1

products, associating with treatments   1

program execution schedule, editing   1

Program Execution workflow, about using to launch multistage programs   1

program flow

campaigns   1

events   1

lists   1

segment   1

stage   1

Program Flow Designer, about   1

Program Flow view

See also About Using the Program Flow

about using   1

campaign, adding list to   1 ,  2

new campaign with offer, defining   1

predefined campaigns with associated offers, adding   1

segments, adding to a program stage   1

stage, adding to the program   1 ,  2

program templates

about   1

applying   1

by saving programs   1

programs

about   1

campaign launch status, monitoring   1

documents, attaching to   1

email campaigns, suspending and relaunching   1

executing   1

loyalty   1

manually launching campaigns (procedure)   1

manually launching campaigns, requirements for   1

marketing programs, launching   1

promotion map

about modifying and prospect information (table)   1

map entries, modifying   1

prospect lists

deleting prospects from list   1

Lists view, viewing from   1

prospects

campaign, adding to   1

campaign, associating with   1

definition   1

list, removing from   1

viewing in Siebel Marketing   1

Prospects List view, using to view prospect information   1

Prospects More Info view, using to promote a prospect   1

prospects, promoting

Campaigns Opportunity, using to promote a prospect   1

List Contacts and Prospects view, using to promote a prospect   1

promotion map, modifying, about and prospect information (table)   1

prospect, promoting to a contact, about and application checks   1

prospect's response to an opportunity, about promoting   1

Prospects More Info view, using to promote a prospect   1

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Q

quotas

See Defining Quotas for the Plan

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R

Recommended Products applet, about   1

related events, campaign, associating with   1

Request a Call view, about using and accessing   1

Request More Information applet, about   1

requested and assigned budget, about   1

response charts

accessing (procedure)   1

Average Opportunity Revenue Analysis (Response) chart, viewing   1

Campaign Analysis (Response) chart, viewing   1

Offer Analysis (Response) chart, viewing   1

Offer Type Analysis (Response) by Campaign chart, viewing   1

Offer Type Analysis (Response) chart, viewing   1

Opportunity Analysis (Response) chart, viewing   1

Revenue Analysis (Response) chart, viewing   1

Siebel Campaigns, about viewing in   1

Response Details form, fields (table)   1

response management, using

about   1

attachments, adding   1

automatic response, about creating from opportunities and orders   1

offer code lookups, performing   1

opportunities, adding   1

orders, adding   1

products, adding   1

Response Details form, fields (table)   1

response information, adding   1

response, promoting to an opportunity   1

source code lookups, performing   1

response template, associating to contact call offers   1

responses

adding attachments to   1

adding opportunities to   1

adding orders to   1

adding products to   1

adding to programs   1

inferred   1

responses management, about   1

responsibilities, setting up for Web Marketing   1

Revenue Analysis (Response) chart, viewing   1

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S

Salutation applet, about   1

segment trees

adding to stages   1

allocating   1

segments, about   1

Send Product Information view, about using and accessing   1

Siebel Assignment Manager

assignment skill rules, about using   1

campaign contacts, automatically assigning owners to   1

multiple assignment skills, associating with a campaign   1

Siebel Campaigns, Campaign Achievements, viewing   1

Siebel Dun & Bradstreet

account data, viewing for a D&B prospect   1

D&B prospect, promoting   1

Siebel eMail Response, about configuring to capture email responses   1

Siebel Open UI, using with Siebel Marketing   1

Siebel Personalization, using with Web Marketing   1

Siebel Web Engine, about   1

skills

skill items defined   1

skill items, associating with a skill   1

SmartScript, setting up   1

social media data, used in creating leads   1

social sharing URLs, creating and adding to email treatments   1

source code lookups, performing   1

source codes, about   1

stages

about   1

follow-up   1

stand-alone campaigns

defined   1

executing   1

submit budget requests   1

subwaves, determining the number created   1

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T

teams

campaign, assigning to   1

organizations inheritance, turning off   1

telemarketing offers, about defining   1

templates

See About Creating and Editing Treatment Templates

timelines, about   1

trackable URLs

about   1

associating with treatments   1

treatments, associating with a product   1

Trend Analysis by Employee chart, viewing   1

triggers, adding to a campaign stage   1 ,  2

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U

URLs

offers, about how links appear in an offer   1

offers, associating with (procedure)   1

user interface, customizing

about   1

full-text search, about   1

response management, about   1

Web Marketing without frames, implementing   1

Web templates, using   1

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V

vendors, about   1

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W

Wait shape   1

Wave Batch Size parameter, subwaves, determining the number created   1

waves

about   1

multiple waves, setting up   1 ,  2

Web Anonymous User responsibility, about   1

Web Corporate User responsibility, about   1

Web Marketing, setting up and using

home page, accessing by visitors   1

Information page, about and applets   1

installing, applications to install before Web Marketing   1

Offers pages, using and configurable applets   1

Product Detail view, about using   1

Request a Call view, about using and accessing   1

responsibilities and users, setting up default   1

Send Product Information view, about using and accessing   1

Siebel Personalization, using with Web Marketing   1

unstructured content, additional   1

user access, tasks to control user access   1

user interface, customizing   1

Web site visitor, about   1

Web site, about   1

Web Survey view, about using   1

Web Offer applet, about   1

Web offers

attachments, adding to   1

offers, about associating with (procedures)   1

offers, about how links appear in an offer   1

Web Offers Downloads, using to add attachments to Web offers   1

Web Registered User responsibility, about   1

Web site

user access, tasks to control user access   1

visitor, about   1

Web Marketing home page, accessing by visitors   1

Web Marketing Web site, about   1

Web Survey view, Web Marketing Offers page, about using   1

Web surveys

about   1

offers, about links appear in an offer   1

offers, associating with (procedure)   1

Web templates, using to customize the user interface   1

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