Administration

This chapter covers the following topics:

• Administration Overview
• Setting Up Campaign Assignments

Administration Overview

The topics in this section are for TeleSales administration use.

Setting Up Campaign Assignments

This section applies to TeleSales with Oracle Advanced Outbound or Universal Work Queue Marketing List.

In this step you assign marketing campaign activities to individual sales agents or to sales groups. The sales groups are those groups or resources you created using Oracle Resource Manager, a component of Oracle Trading Community Architecture. Marketing campaign activities are created using Oracle Marketing.

You can either assign campaign activities to individual agents or sales groups or assign agents or sales groups to individual campaign activities. Both procedures outlined below accomplish the same goal.

Assigning Campaign Activities to Agents

Use this procedure to assign campaign activities to agents or groups of agents.

Responsibility

Sales Administrator

Navigation

Administration > Sales > Call Center > Campaign Assignments

1. If you want to assign campaign activities to individual agents, then under the Assign to heading:

   1. Select the Resource radio button.

   2. Click Go.

      The Resource LOV appears.

   3. Enter the individual's last name or a partial name in the text box. You can use the % sign to substitute for missing characters.

   4. Click Go.

   5. Select the individual's name from the list.

2. If you want to assign campaign activities to sales groups, then under the Assign to heading:

   1. Select the Resource Group radio button.

   2. Click Go.

   3. Enter the group's name or partial name in the text box. You can use the % sign to substitute for missing characters.

   4. Click Go.

   5. Select the group's name from the list.

3. To assign campaign activities to the individual or group:

   1. Click Add Campaign.

   2. Click Go.

   3. Select the name of the campaign activity you want to assign.

   4. Click Update.

   5. Repeat this procedure for each campaign activity you want to assign.

Assigning Agents to Campaign Activities

Use this procedure to assign sales agents or sales groups to marketing campaign activities.

Responsibility

Sales Administrator

Navigation

Administration > Sales > Call Center > Agent Assignments

1. If you know the campaign activity name, then next to the name click Go.

   A list of campaign activities appears.

2. You can also search by entering the name or a partial name of the campaign activity in the Campaign Activity Name field. You can use the % sign to substitute for missing characters and click Search.

3. Select the campaign activity from the list and click OK.

4. If you want to assign an individual agent to the campaign activity, then under the Assign to heading:

   1. Click Add Resource.

   2. Click Go.

   3. In the Resources LOV, enter the individual's last name or a partial name in the text box. You can use the % sign to substitute for missing characters.

   4. Click Go.

   5. Select the individual's name from the list.

5. If you want to assign sales groups to the campaign activity, then under the Assign to heading:

   1. Select the Resource Group radio button.

   2. Enter the group's name or partial name in the text box. You can use the % sign to substitute for missing characters.

   3. Click Go.

   4. Select the group's name from the list.

6. Click Update.

7. Repeat this procedure for each campaign activity you want to assign.