Testing the Campaign Load

The following procedure describes how to test the campaign load process.

To test the campaign load

1. In Siebel Marketing, click the Segments screen tab and perform the following steps:

   1. In the Segments screen, click the Segment Designer link.

   2. In the Segment Designer, create a test segment and save the segment in the Web Catalog.

      For more information about creating segments, see Siebel Marketing User Guide.

   3. Click the Advanced Options tab and verify that a valid Campaign Load List Format is associated with the segment.

2. Navigate to the Campaign screen and create a test campaign by performing the following steps:

   1. In the My Campaigns list, click New.

   2. In the record, enter a campaign name, and save the record.

   3. Click the Campaign name and click the Design view tab.

3. In the Design tab, perform the following steps:

   1. Click the Offers link.

   2. In the Offers list, click New.

   3. In the Add Offer dialog box, choose a test offer and click OK.

   4. In the Treatments list at the end of the view, click New.

   5. In the Pick Treatment list, choose a test treatment.

4. In the Design view, perform the following steps:

   1. Click the Segments/Lists link.

   2. In the Segments/Lists list, click Add Segment.

   3. In the Previously Used Segments dialog box, click Choose a new Segment.

   4. Locate and select your test segment.

5. Click OK twice to associate the segment with the campaign.

   In the Allocation matrix, a check box appears for each treatment you associated in step 3.

   1. Check the check box.

   2. Click Save.

6. In the Campaign form, click Menu and choose Load Campaign.

7. In the Load Campaign dialog box, click OK to submit the load request.

8. Click the Execute view tab and select the System Tasks link.

9. In the System Tasks list, verify that the campaign loads successfully.