Siebel Marketing User Guide > Designing Marketing Programs >

Creating Programs

When you create a new program, you specify an objective, a type (for example, Cross-sell or Win-back), a status (Active, Completed, or Planned), a revenue goal, and a budget figure.

When you add organizations to a program, any campaign that you add to a program (using the program flow or program explorer) inherits the program's organizations. The campaign that you add retains any existing organizations and existing lead partner.

The organizations in the campaign represent the union of the program's and campaign's organizations. After you add the campaign to the program, changes made to the organizations at the program are not reflected at the associated campaign level. Segments added to the program do not inherit the organizations. For more information, see Creating Campaigns.

NOTE:  You can turn off the teams and organizations inheritance features in Siebel Tools. In the appropriate business component, change the User Prop value for the Copy Teams and Copy Organizations property from Y to N. For more information, see Siebel Tools Online Help.

You can attach documents and other files and view program stages and status. In addition, you can add team members, activity plans, events, and design the actual program flow, using a graphical designer workspace.

Creating a Program

The following procedure shows how to create a program.

To create a program

1. Navigate to the Programs screen.
2. In the Programs list, create a new record and complete the fields.

   Use the following table as a guide.

   Field	Comment
   Program Code	(Required) The program component of the source code. Specify a unique code for the program. It defaults to Row ID. You can choose to overwrite this manually, provided that the value you specify is unique.
   Status	The default program status is In Planning. Options are Active, Cancelled, Completed and Scheduled. The status changes from In Planning to Active, and then Completed during program execution. Manual execution of the program does not affect this field.
   Type	Choose a program type from the following list: Acquisition, Awareness, Cross-Sell, Loyalty, Referral, Retention, Up-Sell, Win-Back, Other.
   Planned Start/Planned End	(Required) Defaults to the current date and time. Use the select button to change the defaults.
   Execution Period	A period of time during which the program is to be executed.
   Approval Status	A status field that indicates that the plan has been Approved, Declined, Submitted, or Needs Revision.
   Approval History	Displays the history of approvals for the budget request.
   Priority	Choose a priority from 1 to 4.
   Duration (in days)	Calculated as the number of days between the program's Planned Start and Planned End. This value updates when you save the record.
   Region	Choose the region to which the program is related.
   Organization	Click the Organization select button, and select the predefined organization to be responsible for the program. An organization that you assign to a program is inherited by campaigns in that program.

3. Save the program.

Adding Detailed Information to Programs

The following procedure shows how to add detailed information to programs.

To add detailed information to programs

1. Navigate to the Programs screen, then the Program list. Click an existing program in the program list.
2. Click the Program Details view tab and complete the fields.

   Use the following table as a guide.

   Field	Comment
   Objective	Enter a text description of the objective for this program.
   Product Lines	Click the Product Lines select button to select product lines that this program promotes.
   Products	Click the Product select button to select products that this program promotes.
   Lead Partner	Choose a partner organization to associate with the program. The Lead Partner is limited to the organizations associated with the program.
   Summary	Enter a summary that describes the program's goals.
   Program Template	Indicates the name of the program template (if any) that has been applied to this program.
   Default Source Code Format	Click the Default Source Code Format select button to select a default source code format for this program.
   Marketing Plan	Shows the parent Marketing Plan if the program is associated with a Marketing Plan.
   Planning Period	Click the Planning Period select button to associate the planning period with the plan. The period is associated with the plan for categorization and reporting purposes. For example, you might want to track a quarterly or annual planning period.
   Budget Request	Indicates the budget requested for this program.
   Requested Budget	Enter a requested budget amount.
   Assigned Budget	Click the Budget select button to select the program's currency code, exchange date, and budget amount. The budget value is a top-down figure, rather than a calculated bottom-up figure.
   Forecast Expenses	This read-only field displays the sum of the expense data added in the Forecast view for campaigns associated with the program.
   Actual Expenses	Indicates the actual expenses associated with this program.
   MDF Requested	Indicates the Marketing Development Funds (MDF) associated with this program. This association is made on the MDF Pre-approval in the Marketing Purpose field.
   Net Expense (forecast)	Calculated as Actual Expense less MDF Requested.
   Forecast Revenue	Indicates the sum of the revenue predictions (based on data added in the Goals view) for campaigns associated with the program.
   Actual Revenue	Indicates the actual revenue associated with this program.

3. Save the record.