Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Roadmap for Setting Up Campaigns >

Creating and Applying Campaign Templates


Using templates can save you time and effort. For example, many mailed campaigns use the same patterns of offers, such as an initial contact offer, a follow-up offer, and a thank-you or welcome offer. Email campaigns have a repeated pattern as well, starting with an initial offer, followed by confirmations for people opting in and opting out, followed by a welcome offer for new customers. By creating and using templates, you can save yourself time and effort and make your campaigns more consistent.

You can save any campaign as a reusable campaign template. The template retains many of the planning details from the campaign such as the goals, expenses, offers, documents, segments, lists, and activity plans. After you create a campaign template, you can reapply the template to any new campaigns. You can also share the template with other employees in your organization.

Saving a Campaign as a Campaign Template

The following procedure shows how to save a campaign as a campaign template.

To save a campaign as a campaign template

  1. Navigate to the Campaigns screen.
  2. In the Campaigns list, select a campaign to use as a template.
  3. In the Campaign form, click the menu button, and choose Save as Template.

    This menu option is active only if your administrator has given you permission to use this action (using the Marketing access groups).

  4. In the Save As Template dialog box, enter a name, and click OK.

Making Changes to a Template

The following procedure shows how to make changes to the new template.

To make changes to the new template

  1. Navigate to the Marketing Templates screen, then the Campaign Templates view.
  2. Query for the template you created in Step 4 of the previous procedure.
  3. In the template list or form, make the necessary changes.

Applying a Campaign Template to a Campaign

The following procedure shows how to apply a campaign template to a campaign.

To apply a campaign template to a campaign

  1. Navigate to the Campaigns screen.
  2. In the Campaigns list, create a new campaign, or select a campaign to which to apply the template.
  3. In the Campaign form, click the menu button, and choose Apply Template.
  4. In the Apply Template dialog box, select a template to apply, and click OK.
  5. When asked if you want to continue, click OK.

    The Message dialog box, appears, confirming that the template was applied.

  6. In the Message dialog box, click OK.

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