Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Roadmap for Setting Up Campaigns >

Creating Campaigns

Use the following procedure to create a campaign in the Campaigns screen.

This task is a step in Roadmap for Setting Up Campaigns.

To create a new campaign

1. Navigate to the Campaigns screen.
2. In the Campaigns list, add a new record.
3. In the Campaigns form, complete the fields.

   To display all fields in the Campaigns form, click the Show more button. The following table describes some of the fields.

   Field	Comments
   Approval Status	If the value is Revised, then the campaign is still being revised.
   Assigned Budget	The amount of money approved to spend for the campaign.
   Budget Request	If the campaign has been submitted as part of a Budget Request, then the Budget Request ID appears.
   Campaign Code	Populated by Siebel Marketing. You can enter a source code for the campaign, or use the default record ID for the code. The source code for this campaign is available for use as part of the source code format for the program. The value must be unique.
   Division	The internal division responsible for the campaign.
   DNIS	The telephone number associated with the campaign. This number must be set up separately in Siebel CTI (Computer Telephony Integration). The DNIS field for a campaign is used in CTI to query for this campaign and drive a screen pop to this campaign. For more information, see Siebel CTI Administration Guide. Enter only numerals in this field. Do not use hyphens, spaces, parentheses, periods, or any characters other than numbers.
   Execution Period	The predefined time period during which the campaign is active.
   Language	The language in which the call script and offer was created. If no language is specified, then the selected SmartScript runs in the default language for the application. If the script does not have a translation for the language selected, then you get an error when you try to run the script.
   Lead Partner	If a lead partner was assigned at the program level and the campaign associated with that program does not have a lead partner, then the campaign inherits the lead partner from the program. The choice of Lead Partner is limited to the organizations associated with the campaign. You can change the value, selecting from any of the partners associated with a campaign or campaign. This lead partner is copied to any campaigns created from this campaign and to responses or opportunities that result from this campaign.
   Name	The name of the campaign. You can have two campaigns with the same name but the campaign code for each campaign must be unique.
   Organization	The predefined organization that is responsible for the campaign. You can choose more than one organization. You can also associate Partner Organizations with the campaign. Partner organizations are created and administered through Partner Administration. For more information, see Siebel Partner Relationship Management Administration Guide.
   Planned Start/Planned End	The planned start date defaults to the date you created the campaign. The planned end date defaults to 30 days later. These dates do not affect launching campaigns. A campaign launches even if the planned end date has passed.
   Priority	The priority level for the campaign. This value can be used to refine contact frequency rules in segmentation criteria. For example, to exclude customers who have been targeted by a Priority 1 campaign in the last 30 days.
   Product Lines	You can associate product lines with the campaign to help categorize the campaigns.
   Products	You can associate products with the campaign to help categorize the campaigns.
   Program	This field populates when the campaign is associated with a specific marketing program.
   Purpose	In the Plan view tab. The purpose of a campaign, for example: "To cross sell products to existing customers."
   Region	Choose from the list the region in which the campaign is active.
   SmartScript	Select a call script, if needed, to guide the agent's interaction with the customer. To appear in the list, scripts must be set up in advance using Siebel SmartScript. For instructions, see Siebel SmartScript Administration Guide. The call script starts when an agent clicks the Script button in the Campaign Contacts or Prospects view. You can use the Call Guide as an alternative to a SmartScript call script. If more than one script is associated with a campaign, then the script flagged as primary runs when the agent clicks the Script button.
   Stage	This field is populated with stage information when the campaign is associated with a specific program's stage.
   Status	By default, campaign status is Planned (start and end dates in the future). Status values can be changed at any time. During automatic program execution, the status changes to active when a campaign is loaded. At the conclusion of the program, the campaign's status changes to completed. If the program is executed manually, then the status does not automatically change. To change the status, use the status drop-down list to choose Active (start date in the past and end date in future) or Completed (start and end date in the past).
   Type	Choose from the list the type of campaign you are creating. Options include Acquire, Retain, Win-Back, Cross-Sell, and Up-Sell.

Campaign Elements That Can Be Associated with Campaigns

Table 17 contains descriptions of many elements in the Campaign view tabs that can be associated with a campaign.