Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of Planning and Designing Marketing Campaigns >

Creating Activity Templates

Use Activity Plan Templates to create and manage activities for programs and campaigns. You define templates using the Application Administration screen's Activity Templates and Activity Template Details views.

A campaign's activity plan template can include information on the type of activity, duration and status, a list of activities associated with the program or campaign (preparation, telephone calls, milestones, tasks), and so on.

Creating an Activity Plan Template

The following procedure shows how to create an activity plan template.

To create an activity plan template

1. Navigate to the Administration - Data screen, then the Activity Templates view.
2. In the Activity Plan Templates list, create a new record.
3. In the Template form, complete the fields and save the record.
   1. Enter a name for the template.
   2. In the Type drop-down list, choose Program Container for a marketing program template, and Campaign as an activity template for campaigns.
   3. Enter a template description.
   4. In the Auto Trigger field, select the check box if the activity is associated with the occurrence level.
   5. Select the Public check box if the activity plan can be used by others not on your team.

Creating Activities for a Template

The following procedure shows how to create activities for a template.

To create activities for a template

1. Navigate to the Administration - Data screen, then the Activity Templates view.
2. In the Activity Plan Templates list, select a template.
3. Click the Activity Template Details view tab.
4. In the Activity Template Details list, create a new record.
5. Complete the necessary fields for each activity assigned to the template.
6. From the Type drop-down list, choose an activity type.

   NOTE:  Repeat Step 2 through Step 6 to add activities to the template.

7. Save the activity.