Siebel Business Process Framework: Workflow Guide > Using Predefined Workflow Policies > Using Predefined Workflow Policy Programs for Siebel Marketing >

Developing a Workflow Policy That Manages a Marketing Campaign

The example in this topic describes how to develop a workflow policy to manage a marketing campaign. To develop a workflow policy that manages a marketing campaign, do the following tasks:

1. Defining Workflow Policy Actions for the Marketing Campaign.
2. Defining the Workflow Policy Group for the Marketing Campaign.
3. Defining the Email for the Marketing Campaign Policy.
4. Defining the Assign Non Respondents Policy.

In this example, a marketer must run a campaign that depends on how the campaign recipient replies:

• Siebel CRM sends an email that informs recipients that if they order a new product over the phone, then they can receive a discount. The marketer must keep track of the recipients and give them two weeks to reply.
• At the end of the two week period, Siebel CRM assigns recipients who do not reply to a new campaign.

Defining Workflow Policy Actions for the Marketing Campaign

This task is a step in Developing a Workflow Policy That Manages a Marketing Campaign.

This example uses the following workflow policy actions:

• Send Campaign Email. Sends the offer email to the campaign recipients.
• Create Campaign Contact Activity. Records the activity that Siebel CRM associates with the contact.
• Assign to Campaign. Assigns nonrespondents to a new campaign.

To define workflow policy actions for the marketing campaign

1. Define the send campaign email action:
   1. In the Siebel client, navigate to the Administration-Business Process screen, and then the Actions view.
   2. In the Actions list, add a new record using values from the following table:

      Field	Value
      Name	Send First Campaign Contact
      Program	Send Campaign Email
      Workflow Object	Campaign Contact
      Comment	Enter appropriate text, as required.

   3. In the Send Message Arguments form, define the argument using values from the following table:

      Field	Value
      Subject	Enter text and dynamic fields, as required.
      Message Template	Enter text and dynamic fields for sending email to contacts.

   4. In the Recipients list, add a new record using values from the following table:

      Field	Value
      Type	Choose a predefined Recipient.
      Name	Choose the appropriate recipient name.

      This action is now available for use in a workflow policy.

2. Define a create campaign contact activity action:
   1. Navigate to the Administration-Business Process screen, and then the Actions view.
   2. In the Actions list, add a new record using values from the following table.

      Field	Value
      Name	First CD-ROM Campaign
      Program	Create Campaign Contact Activity
      Workflow Object	Campaign Contact
      Comment	Enter appropriate text, as required.

   3. In the Arguments list, define the Type argument using values from the following table.

      Field	Value
      Argument	Type
      Value	Define the type of contact activity for this action, such as In Store Visit, or Demonstration.

      The Type argument is required. You can also define additional optional arguments, such as Description or Status. For each additional argument you define, create a new record in the Arguments list, then define the field and value.

3. Define an assign to campaign email action:
   1. Navigate to the Administration-Business Process screen, and then the Actions view.
   2. In the Actions list, add a new record using values from the following table.

      Field	Value
      Name	Assign to Campaign
      Program	Assign to Campaign
      Workflow Object	Campaign Contact
      Comment	Enter appropriate text, as required.

   3. In the Arguments list, define the Type argument using values from the following table.

      Field	Value
      Argument	New Campaign
      Value	Not applicable

Defining the Workflow Policy Group for the Marketing Campaign

This task is a step in Developing a Workflow Policy That Manages a Marketing Campaign.

In this example, you define a workflow policy group for the marketing campaign.

To define the workflow policy group for the marketing campaign

1. Navigate to the Administration-Business Process screen, and then the Policy Groups view.
2. In the Policy Groups list, add a new record using values from the following table.

   Field	Value
   Name	CD-ROM Promotion
   Comments	group of policies for CD-ROM marketing campaign

Defining the Email for the Marketing Campaign Policy

This task is a step in Developing a Workflow Policy That Manages a Marketing Campaign.

In this topic you define the email for the marketing campaign policy.

To define the email for the marketing campaign policy

1. Navigate to the Administration-Business Process screen, and then the Policies view.
2. In the Policies List, add a new record using values from the following table.

   Field	Value
   Name	Email for CD-ROM campaign
   Workflow Object	Campaign Contact
   Policy Group	CD-ROM Promotion
   Duration	0

   The Policy Group you define in this step is the group you created in Defining the Workflow Policy Group for the Marketing Campaign.

3. In the Conditions list, create a new name using values from the following table.

   Field	Value
   Condition Field	Name
   Operation	=
   Value	1st CD-ROM Promotion

4. In the Conditions list, define the Start Date using values from the following table.

   Field	Value
   Condition Field	Start Date
   Operation	=
   Value	(Enter the date where the campaign starts sending messages to the target audience.)

5. In the Conditions list, to define the Campaign Status, create a new record using values from the following table.

   Field	Value
   Condition Field	Campaign Status
   Operation	=
   Value	Launched

   The Launched value starts the campaign.

Defining the Assign Non Respondents Policy

The policy that you define in this topic reassigns nonrespondents to a new campaign.

To define the assign non respondents policy

1. Navigate to the Administration-Business Process screen, and then the Policies view.
2. In the Policies List, add a new record using values from the following table.

   Field	Value
   Name	Non-Respondents of CD-ROM campaign
   Workflow Object	Campaign Contact
   Policy Group	CD-ROM Promotion
   Duration	14

3. In the Conditions list, define the Name using values from the following table.

   Field	Value
   Condition Field	Name
   Operation	=
   Value	1st CD-ROM Promotion

4. In the Conditions list, define the Campaign Status using values from the following table.

   Field	Value
   Condition Field	Campaign Status
   Operation	=
   Value	Launched

5. In the Conditions list, define the Done Flag using values from the following table.

   Field	Value
   Condition Field	Done Flag
   Operation	=
   Value	N

Defining Logic That Calls the Assign Nonrespondents Policy

Setting the Done Flag to N identifies the activity for this recipient as requiring additional attention. If the Policy duration is 14 days, and if the Done Flag is N, then the policy runs in 14 days. Siebel CRM assigns recipients who do not reply to the first campaign to a new campaign after 14 days.