1. Siebel 75 Campaign Camilla Tai
Launching Campaigns Across Marketing Channels
Camilla Tai

2. Campaign Construction
Design Campaign architecture
Set up Campaigns
Create Offers
Create Offer Templates
Create Delivery Profile
Create List or
Add Contacts / Prospect
Add Teams / Groups as Team Members
Send / Test Send it
, eNewsletter, Fax…
Promotions, News…
Audience, Prospects…

3. Campaign Send on HQ / Regional server
It’s OK to Send or eNewletter offer in Campaign on HQ / Regional Server

4. Navigate to Campaign Administration2 1

5. Set up Campaigns 3 Response Type Create a New Campaign Required Fields
Name
Source Code
Start
End
Response Type
Optional Fields
Objective
Summary
Status 3

6. Create Offers (email or eNewsletter… offer)5 4

7. Create Offers ex. eNewsletter offers6
Create a New Offer
Required Fields
Name
Offer Code
Delivery Profile
Web Server
Optional Fields
Description
Subject text

8. Create Offer Templates8 7

9. Create Offer Templates upload html or txt file
Create a New Offer Template
Required Fields
Name
File Name (upload file)
Optional Fields
Description
Author 9

10. Create Delivery Profile11 10

11. Create Delivery Profile
Create a New delivery profile
Required Parameter
From Address
Reply to Address
* Siebel Server
( HQ or regional server which you locate)
Optional Fields
Description
Author 12

12. Pick up offer Template and Profile to your Offers pick Template
Create a New Record
Pick a template
Required Fields
Section Name
Template Name
( Pick a template)
Optional Fields
Section Description 13

13. Pick up offer Template and Profile to your Offers
Pick up offer Template and Profile to your Offers choose a profile to deliver
Choose which profile to deliver the template 14

14. Pick up Offers to your Campaign
Create a New Record
Pick an offer
Required Fields
Primary
Name
( Pick an offer)
Optional Fields
Activation 15

15. Pick up List to your Campaign or Add Contact/Prospect to your Campaign
Create a New Record
Pick a list
Required Fields
Name
( Pick a list)
Optional Fields
Description 16

16. Add Contact/Prospect to your Campaign
Create Records
Pick contacts/ prospect
Required Fields
Contact Last Name
Prospect Last Name
Optional Fields 16

17. Add Teams / Groups as Team Members
Add other team member
Required Parameter
*Siebel Administrator
Optional Fields 17

18. Send / Test Send it 18 Menu button Test Email Send Campaign > Offer
Be sure to ‘Test ’ to team before do really ‘Send’ to examine it’s ok.
Send the Campaign
(Only who have right can send) 18