Associating a Segment of Prospects with a Campaign

The following procedure shows how to associate a segment of prospects with a campaign.

To associate a segment of prospects with a campaign

1. In the Marketing Module, create a segment. Make sure that the Campaign Load List Format for the segment is configured to load data into the Marketing Prospect integration object.

2. Navigate to the Campaigns screen, then the Campaign List view.

3. Click the campaign Name.

4. Click the Design tab.

5. In the Design link bar, click Segments/Lists.

6. Click Add Segment to associate the segment.

   If the segment has never been used in a campaign previously, then click Choose a new segment, and select the segment from the folder location where you saved it.

7. To associate more segments, repeat Step 6.

8. After the desired segments are associated, click the menu on the upper campaign form, and choose Load Campaign to associate the members of the segment with the campaign.

9. Pick a time and date for the load request, and click OK.

   The following table describes how prospects and contacts can be used in segments associated with campaigns.

   Scenario	Data Source	Integration Object	Comments
   Segment contains only contacts	Siebel OLAP or Siebel OLTP	Marketing Contact	Fully supported. Contacts exist in the Siebel transactional database, so data is inserted only into the S_CAMP_CON table.
   Segment contains only contacts	Non-Siebel database	Marketing Contact	Fully supported. New contacts and accounts (if mapped) are created in the Siebel transactional database.
   Segment contains only prospects	Siebel OLAP or Siebel OLTP	Marketing Person	Fully supported. Prospects exist in the Siebel transactional database, so data is inserted only into S_CAMP_CON.
   Segment contains only prospects	Non-Siebel database	Marketing Prospect	Fully supported. New prospects are created in the Siebel transactional database.
   Segment contains contacts and prospects	Siebel OLAP or Siebel OLTP	Marketing Person	Fully supported. Contacts and prospects exist in the Siebel transactional database, so data is inserted only into S_CAMP_CON and S_DD_USER_KEY tables.
   Segment contains contacts and prospects	Non-Siebel database	Not applicable	Currently not supported.