Developing a Workflow Policy That Manages a Marketing Campaign

The example in this topic describes how to develop a Workflow Policy to manage a marketing campaign. In this example, a marketer must run a campaign that depends on how the campaign recipient replies:

  • Siebel sends an email that informs recipients that if they order a new product over the phone, then they can receive a discount. The marketer must keep track of the recipients and give them two weeks to reply.

  • At the end of the two week period, Siebel assigns recipients who do not reply to a new campaign.

The following tasks are involved in developing a Workflow Policy that manages a marketing campaign:

  1. Defining Workflow Policy Actions for the Marketing Campaign.

  2. Defining the Workflow Policy Group for the Marketing Campaign.

  3. Defining the Email for the Marketing Campaign Policy.

  4. Defining the Assign Non Respondents Policy.