Table 5. Workflow Processes Required for Siebel Marketing
|
|
|
Analytics Data Load |
Marketing |
Loads data through EAI for Customer Synchronization or Analytics Data Load requests. |
Business Rules Workflow |
Marketing |
Invokes lead rules. |
Campaign Copy |
Marketing |
Applies a campaign template. |
Email Marketing - Forward to Friend |
Marketing |
Sends new emails to forward recipients. |
Email Marketing - Update Status |
Marketing |
Updates the delivery status of an email offer. |
Event Stage Execution Workflow |
Marketing |
Performs the scheduled execution of an event stage. |
Generate Source Code |
Marketing |
Generates source codes for a campaign. |
Import Marketing Contact |
Marketing |
Subprocess for Marketing Campaign Load. |
Lead To Opty Conversion |
Marketing |
Converts a lead to an opportunity. |
List Export |
Marketing |
Requests list files to be generated by the Marketing module. |
List Export (Internal) |
Marketing |
Generates list files for sending email offers using basic mode. |
List Purge |
Marketing |
Purges prospects from an internal list. |
Marketing Approval Process |
Marketing |
Routes marketing approval items. |
Marketing Campaign Launch |
Marketing |
Starts one or more campaign waves. |
Marketing Campaign Load |
Marketing |
Loads segment or list members into a campaign. |
Marketing Create Lead |
Marketing |
Creates leads. |
Marketing Create Response |
Marketing |
Creates responses. |
Marketing Stage Execution |
Marketing |
Scheduled execution of a program stage. |
Marketing Wave Launch |
Marketing |
Subprocess for Marketing Campaign Launch. |
Mktg Import - Account Process |
Marketing |
Allows multi-threaded batch import of accounts from an external file to core Siebel CRM tables. This workflow is invoked from the Mktg Master Import Process workflow. |
Mktg Import - Contact Process |
Marketing |
Allows multi-threaded batch import of contacts from an external file to core Siebel CRM tables. This workflow is invoked from the Mktg Master Import Process workflow. |
Mktg Import File Processing |
Marketing |
Processes files for import. This workflow is invoked from the Mktg Master Import Process workflow. |
Mktg Import - Lead Process |
Marketing |
Allows multi-threaded batch import of leads from an external file to core CRM tables. This workflow is invoked from the Mktg Master Import Process workflow. |
Mktg Import - Prospect Process |
Marketing |
Allows multi-threaded batch import of prospects from an external file to core CRM tables. This workflow is invoked from the Mktg Master Import Process workflow. |
Mktg Import - Response Process |
Marketing |
Allows multi-threaded batch import of responses from an external file to core Siebel CRM tables. This workflow is invoked from the Mktg Master Import Process workflow. |
Mktg Master DB Import Process |
Marketing |
Required for Contact List Import using PL/SQL. |
Mktg Master Import Process |
Marketing |
This workflow is the entry point for processing all import objects. The workflow launches processes by reading job details. |
Post-Launch Custom Workflow |
Marketing Custom Workflows |
This is the custom workflow for post-launch tasks which can be executed immediately after launching a campaign. You can customize this workflow to add your own validation or business logic. |
Post-Load Custom Workflow |
Marketing Custom Workflows |
This is the custom workflow for post-load tasks which can be executed immediately after loading a campaign. You can customize this workflow to add your own validation or business logic. |
Pre-Load Custom Workflow |
Marketing Custom Workflows |
This is the custom workflow for pre-load tasks which can be executed before the Campaign Load process. You can customize this workflow to add your own validation or business logic. |
Program Copy |
Marketing |
Applies a program template. |
Program Prioritization Workflow |
Marketing |
Manages cross-program prioritization while executing event triggers. |
Promote Prospect (Many) |
Marketing |
Promotes multiple prospects to contacts. |
Promote Prospect (Single) |
Marketing |
Promotes a single prospect to a contact. |
Purge Staging Process |
Marketing |
Purges the staging tables used for the import process. |
Response To Lead Conversion |
Marketing |
Converts a response to a lead. |
Response To Opty Conversion |
Marketing |
Converts a response to an opportunity. |