About the Marketing Approval Process

Siebel Marketing provides the ability to submit a variety of marketing items for review and approval using the Marketing approval process. Marketing plans, budget requests, programs, campaigns, event plans, and offers can be submitted from one employee to another by changing the Approval Status field on any of these objects.

The approval process is integrated with the Universal Inbox, so that marketing items that are submitted for review or approval, also appear in the Universal Inbox for the user who sent or received the item.

In the standard configuration, a change in the approval status opens a dialog box so the user can select the recipient employee and add a comment. When the user clicks Send, the Marketing Approval Process workflow creates a Universal Inbox Item task for the recipient employee and updates the approval history with the approval status value and any comments made by the recipient.

The business components for which the approval process is enabled are as follows:

• Campaign

• Direct Mail Offer

• Direct Sales Offer

• eEvents Parent Event

• Email Offer

• Fax Offer

• Indirect Offer

• Marketing Budget Requests

• Marketing Fund

• Marketing Plans

• Offer

• Phone Offer

• Program Container

• Web Offer

• Mobile Offer