To define the workflow policy group for the marketing campaign 1 Navigate to

To define the workflow policy group for the marketing

This preview shows page 397 - 400 out of 512 pages.

To define the workflow policy group for the marketing campaign 1 Navigate to the Administration-Business Process screen, then the Policy Groups view. 2 In the Policy Groups list, add a new record using values from the following table. Defining Workflow Policies for the Marketing Campaign This task is a step in “Example of Developing a Workflow Policy That Manages a Marketing Campaign” on page 394 . After the workflow policy actions and the workflow policy group are defined, the workflow policies can be defined. In this topic, you define workflow policies for the marketing campaign and for assigning non respondents. When performing the procedures for defining the policies in this topic, pay careful attention to how the fields in the Conditions list are set. Field Value Name Assign to Campaign Program Assign to Campaign Workflow Object Campaign Contact Comment (Enter appropriate text, as necessary.) Field Value Argument New Campaign Value Not applicable Field Value Name CD-ROM Promotion Comments group of policies for CD-ROM marketing campaign
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Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A Using a Predefined Workflow Policy Workflow Policy Programs that Are Predefined for Siebel Marketing 398 Defining the Email for the Marketing Campaign Policy The policy that you define in this topic calls for the sending of the offer email and the activity record for the email. To define the email for the marketing campaign policy 1 Navigate to the Administration-Business Process screen, then the Policies view. 2 In the list for the Policies List, define a new record using values from the following table. The Policy Group you define in this step is the group you created in “Defining the Workflow Policy Group for the Marketing Campaign” on page 397 . 3 In the Conditions list, to define the name, define a new record using values from the following table. 4 In the Conditions list, to define the Start Date, define a new record using values from the following table. Field Value Name Email for CD-ROM campaign Workflow Object Campaign Contact Policy Group CD-ROM Promotion Duration 0 Field Value Condition Field Name Operation = Value 1st CD-ROM Promotion Field Value Condition Field Start Date Operation = Value (Enter the date on which the campaign starts sending messages to the target audience.)
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Using a Predefined Workflow Policy Workflow Policy Programs that Are Predefined for Siebel Marketing Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A 399 5 In the Conditions list, to define the Campaign Status, define a new record using values from the following table. The Launched value starts the campaign. Next, define the Assign Non-Respondents policy. Defining the Assign Non Respondents Policy The policy that you define in this topic starts the reassignment of non respondents to a new campaign.
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  • Summer '16
  • Oracle
  • Siebel Workflow, Workflow Guide

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