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Associating Prospect Lists in Siebel Marketing

Marketing campaigns can include prospects using one of the following approaches:

• Associating an internal list of prospects with the campaign.
• Associating a segment from the Marketing segmentation module where the campaign load list format is configured to load the Marketing Prospect integration object.

Associating an Internal List with a Campaign

The following procedure shows how to associate an internal list with a campaign.

To associate an internal list with a campaign

1. Navigate to the Campaigns screen, then the Campaign List view.
2. Click the campaign Name.
3. Click the Design tab.
4. In the Design link bar, click Segments/Lists.
5. Click Add List to associate an internal list.

   To associate more lists, repeat Step 5.

6. After the desired lists are associated, click the menu on the upper campaign form and choose Load Campaign to associate the members of the list to the campaign.
7. Pick a time and date for the load request, and click OK.

Associating a Segment of Prospects with a Campaign

The following procedure shows how to associate a segment of prospects with a campaign.

To associate a segment of prospects with a campaign

1. In the Marketing Module, create a segment. Make sure that the Campaign Load List Format for the segment is configured to load data into the Marketing Prospect integration object.
2. Navigate to the Campaigns screen, then the Campaign List view.
3. Click the campaign Name.
4. Click the Design tab.
5. In the Design link bar, click Segments/Lists.
6. Click Add Segment to associate the segment.

   If the segment has never been used in a campaign previously, then click Choose a new segment, and select the segment from the folder location where you saved it.

7. To associate more segments, repeat Step 6.
8. After the desired segments are associated, click the menu on the upper campaign form, and choose Load Campaign to associate the members of the segment with the campaign.
9. Pick a time and date for the load request, and click OK.

Table 29 describes how prospects and contacts can be used in segments associated with campaigns.