Siebel Marketing: Campaign Execution Options
One of my favorite Siebel CRM classes is Siebel Marketing Manager. It is a three day course which I have co-designed. Despite the fact it should be upgraded to the latest Siebel version, it is a solid foundation training.
In a recent instance of this class, students inquired about the execution options for campaigns. There are a lot of settings which control the load, launch and delivery behavior of a campaign. You find them when you go to the Design tab for a campaign and navigate to the Execution Options - Advanced view (the technical view name is Campaign Admin Customer Management View).
Now it is not really an established tradition on Siebel Essentials to plagiarize on the Siebel bookshelf but the Siebel Marketing User Guide does a nice job on explaining all these settings.
But I decided to pick some settings which might be of interest to the greater public:
Assignment Options: These settings allow you to control manual or automatic (!) assignment of campaign members using Assignment Managers. The assignment rules must be in one assignment group.
Collaboration Options: Controls whether agents are able to edit certain fields of the campaign members such as the Done flag. In addition, you can control which follow-up buttons are enabled for this campaign.
Delivery Options: When the Use Pregenerated Files flag is set to true, the launch process will use the most recent delivery file (in the List Distribution view), which you probably have pre-generated manually to save time. The Route Contacts and Route Prospects flag control whether to synchronize campaign members to mobile databases. As an older bookshelf version states, Expert Services must be engaged for this.
Load Options: The campaign load process can be controlled through these options. You can choose for example to purge the "Campaign History" (which is the campaign members list) for each new load or create a new wave or use the "most recent good wave". In addition, you can specify which Source Code Format to use and select custom workflow processes to execute before or after the load process or after the launch process. These custom workflow processes must be in the Marketing Custom Workflows group to appear in the pick list.
Email Campaign: These options are only available in version 8.1.1.11 or higher and are visible in the "simple" execution options view (without "Advanced" in the name). They allow using a new feature in the Email Sending Daemon to save copies of all emails to a specified directory.
have a nice day
@lex
In a recent instance of this class, students inquired about the execution options for campaigns. There are a lot of settings which control the load, launch and delivery behavior of a campaign. You find them when you go to the Design tab for a campaign and navigate to the Execution Options - Advanced view (the technical view name is Campaign Admin Customer Management View).
Now it is not really an established tradition on Siebel Essentials to plagiarize on the Siebel bookshelf but the Siebel Marketing User Guide does a nice job on explaining all these settings.
But I decided to pick some settings which might be of interest to the greater public:
Assignment Options: These settings allow you to control manual or automatic (!) assignment of campaign members using Assignment Managers. The assignment rules must be in one assignment group.
Collaboration Options: Controls whether agents are able to edit certain fields of the campaign members such as the Done flag. In addition, you can control which follow-up buttons are enabled for this campaign.
Delivery Options: When the Use Pregenerated Files flag is set to true, the launch process will use the most recent delivery file (in the List Distribution view), which you probably have pre-generated manually to save time. The Route Contacts and Route Prospects flag control whether to synchronize campaign members to mobile databases. As an older bookshelf version states, Expert Services must be engaged for this.
Load Options: The campaign load process can be controlled through these options. You can choose for example to purge the "Campaign History" (which is the campaign members list) for each new load or create a new wave or use the "most recent good wave". In addition, you can specify which Source Code Format to use and select custom workflow processes to execute before or after the load process or after the launch process. These custom workflow processes must be in the Marketing Custom Workflows group to appear in the pick list.
Email Campaign: These options are only available in version 8.1.1.11 or higher and are visible in the "simple" execution options view (without "Advanced" in the name). They allow using a new feature in the Email Sending Daemon to save copies of all emails to a specified directory.
have a nice day
@lex
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