Contents

• Title and Copyright Information
• Preface
• 1 What's New in This Release
  • What’s New in Siebel Marketing User Guide, Siebel CRM 19.1 Update
  • What’s New in Siebel Marketing User Guide, Siebel 2018
• 2 Marketing Process Flow
  • Marketing Process Flow
  • About Campaigns
    • Terminology
  • Roadmap for Executing Stand-Alone Campaigns from Start to Finish
  • Roadmap for Executing Marketing Programs from Start to Finish
• 3 Planning and Budgeting for Marketing
  • Planning and Budgeting for Marketing
  • About Planning and Budgeting for Marketing
  • About Marketing Initiatives
  • Process of Creating Marketing Plans and Budget Requests
    • Creating Marketing Plans
    • Creating Initiatives and Linking Initiatives to Plans
      • Defining a Marketing Initiative
      • Associating a Marketing Plan with an Initiative
      • Associating a Marketing Fund with an Initiative
      • Associating a Marketing Tactic with an Initiative
      • Associating Documents and Notes with an Initiative
    • Setting Goals for Marketing Plans
    • Creating and Associating Tactics with Marketing Plans
      • Creating a New Plan Tactic and Associating it with a Marketing Plan
      • Associating an Existing Plan Tactic with a Marketing Plan
    • Developing and Managing Marketing Funds
      • Creating Marketing Funds
    • Creating and Submitting Budget Requests
      • Creating Budget Requests
      • Associating Programs, Campaigns or Event plans with a Budget Request
      • Submitting a Budget Request
      • Approving or Declining a Budget Request
      • Associating a Budget Request with a Marketing Plan
      • Associating Budget Requests and Tactics with the Marketing Fund
      • Managing the Marketing Fund
      • Transferring Funds into or out of a Marketing Fund
      • Making Adjustments to a Marketing Fund
      • Viewing Marketing Fund Analyses
  • About Developing and Tracking Budgets for Marketing Plans
    • Developing and Tracking Budgets for Marketing Plans
    • Associating Purchase Orders with Marketing Tactics and Budget Requests
      • Associating Purchase Orders with Marketing Tactics
      • Associating Purchase Orders with Budget Requests
    • Creating Line Items for a Purchase Order
    • Managing Marketing Assets and Collateral
      • Creating a Marketing Asset
      • Tracking an Inventory of Marketing Assets
      • Creating Fulfillment Requests
      • Tracking Bids for a Fulfillment Request
    • Attaching Documents to Marketing Plans
    • Adding Expenses for Events, Campaigns, and Programs
    • Associating Invoices and Invoice Items with Expenses
  • Using Loyalty Programs
    • Associating a Loyalty Program with a Marketing Plan
    • Associating a Loyalty Promotion with a Campaign
• 4 Designing Marketing Programs
  • Designing Marketing Programs
  • About Designing Marketing Programs
  • Process of Designing Marketing Programs
  • About Multistage Programs
  • About the Program Execution Workflow
  • Creating Programs
    • Creating a Program
    • Adding Detailed Information to Programs
  • About Using the Program Flow View
    • Connecting Objects
  • Setting Up a Program Flow
    • Required Tasks
    • Adding Stages to Programs
    • Specifying Repeating Stages Within Programs
    • Adding Lag Time Between Stages Within Programs
    • Adding Campaigns to Stages
      • Adding Predefined Campaigns with Associated Offers to a Stage
      • Creating a New Campaign for a Program
    • About Using Triggers with Campaign Stages
      • Trigger-Based Execution of Marketing Programs
    • Adding Triggers to a Campaign Stage
    • Associating Segments with Campaigns
    • Adding Imported or Internal Lists to Campaigns
    • Adding Trees to Campaigns
    • Adding Responses to Programs
      • About Inferred Responses
    • Applying Funneling with Constrained Connectors
    • Applying Lead Creation to a Program
    • Setting Up Waves for Campaign Loads
    • Creating and Applying Program Templates
      • Saving a Program as a Program Template
      • Applying a Program Template to a Program
    • Executing Programs
• 5 Creating and Using Offers and Treatments
  • Creating and Using Offers and Treatments
  • About Creating and Using Offers and Treatments
  • Process of Creating and Modifying Offers
    • Creating and Modifying Offers
    • Adding Treatments to Offers
    • Associating Products with Treatments
  • About Creating and Editing Treatment Templates
  • Process of Creating and Editing Treatment Templates
    • Creating Treatment Templates and Adding to the Template List
      • Creating an HTML or Text Treatment Template
      • Modifying An Existing Treatment Template
    • About Using Hyperlinks (HREF) in Treatment Templates
  • About Email Treatments
  • Process of Working with Email Treatments
    • Creating Email Treatments
      • Creating an Email Treatment
      • Creating Email Confirmation Treatments
      • Creating Email Welcome Treatments
      • Including Forward to a Friend in Your Email Treatments
      • Creating a Text Email from an HTML Template
    • Associating Templates with Email Treatments
    • Editing Treatments
      • Editing Email Treatments
      • Using the Siebel Marketing CKEditor HTML Editor
      • Adding Graphics to HTML Email Treatments
      • Editing a Template Using a Third-party Default HTML Editor
    • Adding Attachments to Email Treatments
    • Adding Response Forms to Email Treatments
    • Adding Social Sharing URLs to Email Treatments
    • Adding Dynamic URLs to Email Treatments
    • Creating Activities for Contacts and Prospects for Email Treatments
    • Using the Task UI Application to Create and Update an Email Treatment
  • About Using Personalization Categories When Editing Treatments
    • Personalization Categories
    • About Using Personalization Items
    • Associating Web Offers, Web Surveys, Events, and Trackable URL Personalization Items with Treatments
    • About the Merge Fields Personalization Category
    • Using Merge Fields in Email Treatments
    • Selecting a Personalization Format for an Email Treatment
  • About Creating Conditional Content in Treatments
    • About the If-Then Personalization Element
    • Inserting If-Then Statements in an Email Treatment
    • About the Named Blocks Personalization Element
    • Inserting Named Blocks in an Email Treatment
    • About Applying Localization Rules to Treatments
  • Previewing Treatments
  • About Fax Treatments
  • Process of Working with Fax Treatments
    • Associating Templates with Fax Treatments
    • Delivery Profiles for Fax Treatments
    • Creating Delivery Profiles and Associating with Fax Treatments
      • Creating a Delivery Profile
      • Associating a Delivery Profile with a Fax Treatment
  • Web Treatments
    • Associating Templates with Web Treatments
    • Adding Attachments to the Web Treatments Downloads List
  • Creating Other Treatment Types
    • Creating Contact Call Treatments and Associating a Response Template
      • Creating a Contact Call Treatment
      • Associating a Response Template to a Contact Call Treatment
    • Direct Mail Treatments
    • Media Treatments
    • Phone Treatments and Direct Sales Treatments
  • Associating Literature with Treatments
  • Implementing Test and Control Groups for Treatments
• 6 Planning and Designing Marketing Campaigns
  • Planning and Designing Marketing Campaigns
  • About Siebel Campaigns
  • About Creating and Using Activity Plans
  • Process of Planning and Designing Marketing Campaigns
    • Creating Activity Templates
      • Creating an Activity Plan Template
      • Creating Activities for a Template
    • Associating Activity Plans with Programs and Campaigns
    • Viewing Timelines
    • Associating Documents with Programs and Campaigns
  • Roadmap for Setting Up Campaigns
    • Creating Campaigns
      • Campaign Elements That Can Be Associated with Campaigns
    • Associating Offers and Segments with Campaigns
      • Associating Offers with a Campaign
      • Associating A Segment with a Campaign
      • Loading a Campaign with Associated Segments
    • Allocating Segments, Segment Trees, and Lists to Offer Treatments
    • Associating Related Events with Campaigns
    • Using SmartScripts with Campaigns
    • Creating and Applying Campaign Templates
      • Saving a Campaign as a Campaign Template
      • Making Changes to a Template
      • Applying a Campaign Template to a Campaign
  • Process of Setting Up Teams and Groups
    • Assigning Teams to Campaigns
    • Setting Up Campaign Groups
    • Associating Groups with Campaigns
  • Process of Setting Up Campaign Execution Options
    • Setting Up Execution Options for Campaigns
    • Using Siebel Assignment Manager with Campaign Contacts
      • Running Siebel Assignment Manager
      • Automatically Assigning Owners to Campaign Contacts
  • Process of Setting Up Campaign Quotas
    • Creating Campaign Quota Plans
    • Defining Quotas for the Plan
      • Adding Quota Objectives to the Quote Plan
      • Editing Quota Objective Values
    • Assigning Awards to the Campaign Quota Objective
      • Assigning Awards to Quota Objectives
      • Creating New Awards
    • Assigning Campaign Quota Plan Participants
  • Process of Setting Up Campaign Assignment Skills
    • Associating Assignment Skills with Campaigns
    • Defining Campaign Skill Items
    • Deleting Assignment Skills and Campaign Skill Items
      • Deleting an Assignment Skill and its Campaign Skill Items
      • Deleting a Campaign Skill Item
  • Using Siebel Marketing with Siebel Events Management
    • Promoting an Event Using a Campaign
    • Promoting an Event Using a Program
  • Testing Campaigns
    • Scenario for Testing Campaigns
    • Testing Campaigns That Have Email and Fax Treatments
    • Using Seed Lists for Testing Email Treatments
  • About Using Response Management
    • About Response Definitions
    • Adding Response Information to Prospect or Contact Records
    • Using Automatic Source Code and Treatment Code Lookups
      • Source Code Lookups
      • Treatment Code Lookups
    • Adding Products to Responses
    • Adding Orders to Responses
    • Adding Opportunities to Responses
    • Adding Attachments to Responses
    • Response Types
    • Promoting Responses to Opportunities
    • Creating Automatic Responses from Opportunities and Orders
    • Associating an Opportunity with a Campaign
    • Associating an Order with a Campaign
  • Reviewing and Adding Campaign Elements in Campaign Explorer
    • Adding Items to Campaign Folders
    • Reviewing Campaign Elements
  • Process of Loading Customers in Campaigns
    • Associating Lists of Prospects or Contacts with Campaigns
    • Troubleshooting the Contact and Prospect List
    • Adding Contacts and Prospects to Campaigns Individually
    • Viewing Campaign Contacts and Prospects
    • Loading Campaigns
    • About Reviewing Contacts and Prospects in Active Campaigns
  • Using Waves with Campaigns
  • About Previewing and Generating Lists
    • Previewing Lists
    • Manually Generating Campaign Lists
  • Integrating Contact Planning Rules in Marketing Campaigns
• 7 Launching Programs and Campaigns
  • Launching Programs and Campaigns
  • About Launching Programs and Campaigns
  • Process of Launching Campaigns
    • Launching Campaigns Manually
    • Launching Email and Fax Campaigns
    • About the Marketing Campaign Launch Workflow Process
    • Checking Campaign Launch Status
    • Suspending and Relaunching Email Campaigns
      • Suspending a Campaign Wave
      • Relaunching a Campaign Wave
  • Process of Using the Schedule Calendar View
    • Schedule Calendar View
    • Scheduling a Stage Execution and Editing a Schedule
      • Scheduling the Execution of a Stage
      • Editing a Stage
    • Scheduling the Execution of Campaigns
  • Displaying Campaign Charts in Siebel Campaigns
    • Displaying Campaign Achievement Charts
      • Preparing to Generate Campaign Achievement Charts
      • Displaying Campaign Achievements in Siebel Campaigns
    • Displaying Call Status Analysis Charts
    • Displaying Call Status Analysis by Employee Charts
    • Displaying Lead Quality Analysis by Campaign Charts or Response Charts
      • Preparing to Generate the Lead Quality Analysis by Campaign Chart
      • Preparing to Generate the Lead Quality by Response Chart
    • Displaying Opportunity Revenue Analyses
      • Opportunity Revenue Analysis Chart
      • Displaying Opportunity Revenue Analysis by Employee Charts
    • Displaying Order Revenue Analysis Charts
    • Displaying Campaign Trend Analyses
      • Displaying a Campaign Trend Analysis Chart
      • Displaying a Trend Analysis by Employee Chart
  • Process of Displaying Response Charts in Siebel Campaigns
    • Accessing the Response Charts
    • Displaying the Campaign Analysis (Response) Charts
    • Displaying the Opportunity Analysis (Response) Charts
    • Displaying the Offer Analysis (Response) Charts
    • Displaying the Offer Type Analyses (Response) Charts
      • Displaying Offer Type Analysis (Response) Charts
      • Displaying Offer Type Analysis (Response) by Campaign Charts
    • Displaying the Revenue Analysis (Response) Charts
    • Displaying the Average Opportunity Revenue Analysis (Response) Charts
• 8 Managing Lists
  • Managiing Lists
  • Siebel List Management Module
  • About Importing External Data
  • Contact List Import Using PL/SQL
    • About the New List Import Functionality
  • Importing External Data and Creating Data Mappings
    • Importing External Data
    • Creating and Modifying Data Mappings
  • Process of Creating and Managing Internal Lists and Subscription Lists
    • Associating Prospect Lists in Siebel Marketing
      • Associating an Internal List with a Campaign
      • Associating a Segment of Prospects with a Campaign
    • Creating Internal Lists
    • Adding Prospects or Contacts to Internal Lists
    • Creating Lists of Prospects Using Additional Attributes
      • Creating an Internal List of Prospects Using Attributes
      • Adding to an Internal List Using Prospect Attributes
    • Creating and Managing Subscription Lists
      • Creating a Subscription List
      • Associating a Subscription List with an Email Offer
  • Promotion of Prospects to Contacts
    • Promoting Single or Multiple Prospects
      • Promoting a Single or Multiple Prospects (Prospects More Info View)
      • Promoting a Single or Multiple Prospects (List Management Views)
      • Promoting a Prospect to an Opportunity (Campaigns Screen Views)
      • About Promoting a Prospect’s Response to an Opportunity
    • Promotion Map Modifications
    • Modifying Map Entries
  • Process of Viewing and Maintaining Lists
    • Displaying Lists of Contacts or Prospects
      • Displaying a Contact or Prospect List from the Lists View
      • Displaying Contact or Prospect Information from the Contacts or Prospects Lists View
    • Deactivating or Deleting Lists
      • Deactivating Lists
      • Deleting Lists
    • Removing Prospects or Contacts from Lists
      • Removing Prospects from Lists
      • Removing Contacts from Lists
  • Integrating List Management with D&B
    • Viewing Account Data for D&B Prospects
    • Promotion of D&B Prospects
• 9 Creating and Using Leads
  • Creating and Using Leads
  • About Creating and Using Leads
  • Process of Creating, Modifying, and Qualifying Leads
    • Creating and Modifying Leads
    • Qualifying Leads
    • Converting Leads
  • About Creating Leads from Social Media Data
• 10 Setting Up and Using Web Marketing
  • Setting Up and Using Web Marketing
  • About Siebel Web Marketing
  • Web Marketing and Web Site Visitors
    • Anonymous Visitor
    • Email Contact
    • Email Prospect
    • Logged-In Contact
  • Requirements for Installing Siebel Web Marketing
  • Control of User Access to the Web Marketing Web Site
  • Default Responsibilities and Users for Web Marketing
  • Assigning Default Campaigns and Default Offers
  • Use of Siebel Personalization with Web Marketing
  • Customization of the Web Marketing User Interface
    • Web Templates
    • Web Marketing Without Frames
    • Full-Text Search
    • Response Management
    • Siebel Web Marketing Web Site
    • Web Marketing Offers Page
      • Salutation
      • New User Link
      • Web Offer
      • Recommended Products
      • Featured Offers
      • Information Page
    • Web Marketing Product Detail View
    • Web Marketing Web Survey View
    • About Adding Unstructured Content
    • Web Marketing Information Page
      • Web Marketing Send Product Information View
      • Web Marketing Request a Call View
  • About Web Surveys and Landing Sites
    • Landing Site Deployment Methods
    • About the Web Survey Daemon
    • Using the Task UI Application to Create or Update a Landing Site
    • Customizing a Landing Site
  • Extending Survey Field Mapping
    • Extending Survey Field Mapping
    • Editing and Compiling the .xsd File