Setting Up Campaign Groups

Campaign groups are positions within your company, not individual employees. After you add a group to a campaign, anyone occupying a position listed in the group has access to the campaign. Campaign groups are used by Siebel Campaigns and can be associated with a campaign in Siebel Marketing.

The following procedure shows how to create a campaign group and add group members.

To create a campaign group and add group members

  1. Navigate to the Campaigns screen.

  2. In the Campaigns link bar, click Campaigns Groups.

  3. In the Campaign Groups list, add a new record.

  4. Enter a name and description for the group.

  5. In the Campaign Groups list, select the group.

  6. In the Positions list, add a new record.

  7. In the Add Positions dialog box, select the positions for the group, and click OK.