Campaign Management in Siebel

Campaign Management

Campaign Management helps to promote the product to current customers or to get new customers across channels of communication like phone, email, T.V, flexi, etc. The goal of a campaign management is to create an opportunity that results in a sale and brand recognition.

First login as a sales rep in to Siebel application and open sitemap, in that click on campaign management, select campaign list and create new campaign, in this enter campaign name, start & end dates and save the record. After creating the record, drilled (click) on the campaign list, then select “Design” view, in this click on "Segments/Lists" (and we can add segments here). In this screen status will make change from “In Planning” to “Launched”, then the color will change from yellow to green, it means your funding is approved and selects one wave (It’s a Siebel terminology) then save the record. In this we create a list for campaign.

Again you go to sitemap, click on List Management. Siebel Campaigns use List Management to create and manage lists of contacts and prospects within your applications for use in marketing campaigns. A list is defined as a grouping of contact or prospect records in the Siebel database. Select "My Lists" view in “List Management” then create a new list, then drilled on the list. In this you will see one column "File Name". When you did campaign, you got responses from customers these responses stored in excel sheets. These files are in outside of Siebel, you can select these files through “File Name” column. Select “Data type” as Tab Delimited and save the record.

Now in the "List Contacts and Prospects" view doesn't have records. Whatever files are selecting from outside, that files are in "List Import" view, in this records doesn't have column names. You will select one "List Import Format" from outside (you will ask company people which format we are using in real time) and save the record, then column names will be available for records. After click on “Launch Import” button, that will shows how many records are importing from file and how many prospects are created. Now whose customers are importing from outside, these are in "List Contacts and Prospects" view and here if u promote these customers, Siebel automatically can create an account for that customers.




Contacts are customers already in the Siebel database. Prospects are potential customers that have yet to be screened, qualified, and promoted to contacts.