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Siebel eSales Administration Guide Addendum for Industry Applications > Siebel eSales for Financial Services > About the Tools ScreenThe Siebel eSales for Financial Services Web site includes a Tools screen. Customers can use the Tools screen to obtain financial planning advice, perform financial planning calculations, and learn about products that might be useful to them. Intentions eAdvisor, Life Events eAdvisor, and Special Offers AppletsThe Intentions eAdvisor, Life Events eAdvisor, and Special Offers applets include hyperlinks that invoke marketing campaign Web offers. When the customer clicks a hyperlink, the system checks to see whether the offer has a SmartScript associated with it and, if so, invokes the SmartScript. If there is no associated SmartScript, a Web offer template will be displayed. You are required to associate either a SmartScript or a Web offer template with a hyperlink in these applets. Viewing a List of Web OffersYou can view a list of the Web offers in the standard, out-of-the-box application that can be invoked from these applets.
The value in the Type field determines which of the three applets the offer appears in. Use the following applet descriptions to help decide where to place your Web offers:
Product eAdvisor AppletThe Product eAdvisor applet also includes hyperlinks that invoke SmartScripts, but these are unrelated to marketing campaigns. Use this applet to help customers choose a specific product when they already know what type of product they are interested in. Viewing a List of Product eAdvisor SmartScriptsYou can view a list of Product eAdvisor SmartScripts that are available for use in the Web site Tools screen (see Figure 3). To view a list of Product eAdvisor SmartScripts Product Advisor Smartscripts that are also flagged as active are visible in the Product eAdvisor applet on the Tools screen. Mortgage eAdvisor AppletHyperlinks in the Mortgage eAdvisor applet link to mortgage calculators that allow customers to perform various financial calculations. |
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