Defining Workflow Policy Actions for the Marketing Campaign

This task is a step in Developing a Workflow Policy That Manages a Marketing Campaign.

This example uses the following Workflow Policy actions:

• Send Campaign Email. Sends the offer email to the campaign recipients.

• Create Campaign Contact Activity. Records the activity that Siebel associates with the contact.

• Assign to Campaign. Assigns nonrespondents to a new campaign.

To define Workflow Policy actions for the marketing campaign

1. Define the send campaign email action:

   1. In the Siebel client, navigate to the Administration - Business Process screen, then the Actions view.

   2. In the Actions list, add a new record with the values shown in the following table:

      Field	Value
      Name	Send First Campaign Contact
      Program	Send Campaign Email
      Workflow Object	Campaign Contact
      Comment	Enter appropriate text, as required.

   3. In the Send Message Arguments form, define the argument with the values shown in the following table:

      Field	Value
      Subject	Enter text and dynamic fields, as required.
      Message Template	Enter text and dynamic fields for sending email to contacts.

   4. In the Recipients list, add a new record with the values shown in the following table:

      Field	Value
      Type	Choose a predefined Recipient.
      Name	Choose the appropriate recipient name.

   This action is now available for use in a Workflow Policy.

2. Define a create campaign contact activity action:

   1. Navigate to the Administration - Business Process screen, then the Actions view.

   2. In the Actions list, add a new record with the values shown in the following table.

      Field	Value
      Name	First Widget Campaign
      Program	Create Campaign Contact Activity
      Workflow Object	Campaign Contact
      Comment	Enter appropriate text, as required.

   3. In the Arguments list, define the Type argument with the values shown in the following table.

      Field	Value
      Argument	Type
      Value	Define the type of contact activity for this action, such as In Store Visit, or Demonstration.

   The Type argument is required. You can also define additional optional arguments, such as Description or Status. For each additional argument you define, create a new record in the Arguments list, then define the field and value.

3. Define an assign to campaign email action:

   1. Navigate to the Administration - Business Process screen, then the Actions view.

   2. In the Actions list, add a new record with the values shown in the following table.

      Field	Value
      Name	Assign to Campaign
      Program	Assign to Campaign
      Workflow Object	Campaign Contact
      Comment	Enter appropriate text, as required.

   3. In the Arguments list, define the Type argument with the values shown in the following table.

      Field	Value
      Argument	New Campaign
      Value	Not applicable