Siebel Marketing User Guide > Planning and Budgeting for Marketing > Process of Creating Marketing Plans and Budget Requests >

Creating and Associating Tactics with Marketing Plans

A plan tactic is a marketing program, event plan, or stand-alone campaign that you have associated with a marketing plan. A marketing plan can be associated with any number of marketing programs, event plans, or stand-alone campaigns:

• A marketing program is any program created in the Programs screen.
• An event plan can be any event plan created in the Events screen.
• A stand-alone campaign can be any campaign created in the Campaigns screen that is not associated with a marketing program.

You can create new tactics while developing your marketing plan or associate existing tactics with the marketing plan.

This task is a step in Process of Creating Marketing Plans and Budget Requests.

Creating a New Plan Tactic and Associating it with a Marketing Plan

The following procedure shows how to create a new plan tactic and associate it with a marketing plan.

To create a new plan tactic and associate it with a marketing plan

1. Navigate to the Marketing Plans screen.
2. In the Marketing Plans list, click a marketing plan name.
3. Click the Plan Tactics view tab.
4. In the Plan Tactics list, create a new tactic.
5. In the new tactic record, complete the Tactic Name and Type fields.

   CAUTION:  Be sure to select the correct Tactic Type (Event Plan, Program, or Standalone Campaign) before saving the record, because the type cannot be changed after the record is saved.

Associating an Existing Plan Tactic with a Marketing Plan

The following procedure shows how to associate an existing plan tactic with a marketing plan.

To associate an existing plan tactic with a marketing plan

1. Navigate to the Marketing Plans screen.
2. In the Marketing Plans list, click a marketing plan name.
3. Click the Plan Tactics view tab.
4. In the Plan Tactics list, click Add.

   You can modify every field in this record except Type.

5. In the Pick Tactic dialog box, query for an event, program, or stand-alone campaign, and click OK.

   NOTE:  Each tactic can be associated with only one marketing plan.