Siebel Marketing User Guide > Designing Marketing Programs > Setting Up a Program Flow >

Applying Lead Creation to a Program

Siebel Marketing contains a Lead Creation shape that allows a target audience or group of responders to be converted to leads. Right-clicking this shape and choosing Setup Leads navigates to the Program screen, Design, and then the Lead Setup view, which defines all lead setup definitions within the current program. Deleting a lead definition here also deletes the shape from the Program Flow designer view. Right-clicking the Lead shape and choosing Generate Leads opens a dialog box that allows users to manually run the lead generation process. For more information on leads, see About Creating and Using Leads.

Use the following procedure to add lead creation to a program, using the Program Flow workspace.

To add lead creation to a program

1. Navigate to the Programs screen.
2. In the Programs list, click a program.
3. Click the Design view tab.
4. In the Program Flow workspace, select a stage and add a Leads object from the palette.
5. To complete Lead Setup details, right-click the Leads object and choose Setup Leads.
6. In the Lead Setup view tab, add or modify lead details, including segments or segment trees.

   NOTE:  After adding a segment or segment tree, click the Update Count button.

   The following table describes some of the fields in the Lead Setup applet.

   Field	Comment
   Stage Name	Name of the stage associated with the lead. Clicking this field navigates to the Program, Schedule, Details View, which displays the stage details, including the schedule.
   Name	Name of the lead.
   Referred By	The partner who referred the lead.
   Source	A picklist displaying campaigns from the same program.
   Product	The product that needs to be associated with the lead.
   Folder Location	The default location of the lead list format. To change the default value of this field, change the value of the Default Lead List Format parameter. To locate the Default Lead List Format parameter, navigate to the Administration - Server Configuration screen, Enterprises, and then the Parameters view. For information on updating Siebel Enterprise parameter values, see Siebel System Administration Guide.

   The following table describes some of the fields in the Lead Values list applet.

   Field	Comment
   Name	Expandible hierarchy of segments and trees that define the lead. The hyperlink navigates to the Segment/Tree Definition in Oracle Business Intelligence.
   Priority	Priority of the Tree Node.
   Net Count	The most recent Net count retrieved from the segmentation engine.
   Create Lead	A lead will only be created if this box is checked. It is checked by default.
   Treatment	(Optional) A pick applet to associate a treatment with the lead. This field is used to track and report the effectiveness of treatments. Constrained to campaigns in the program.
   Status	The default program status is Unqualified. Options are Accepted, Qualified, To be reassigned, Existing opportunity, Nurture, Converted, Rejected, and Retired.
   Quality	A picklist from the lead object.
   Description	Lead description.

NOTE:  When batch converting contacts to leads in the Program Flow designer, campaign history information is not available.