Overview of Workflow Policy Programs That Are Predefined for Siebel Marketing

Overview of workflow policy programs that are

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Overview of Workflow Policy Programs That Are Predefined for Siebel Marketing The workflow policy programs in Siebel Marketing are designed to allow a marketer to define complex campaign policies in order to automate the different stages of the campaign. Actions are based on the type of workflow policy program that is used by Workflow Policies in order to define campaign policies. Workflow policy programs that generate actions in order to execute a campaign include: Send Campaign Email. Sends an email to the contacts and prospects who are associated with a campaign. Create Campaign Contact Activity. Generates an activity record for the contacts or prospects who are the target of the marketing campaign. Assign to Campaign. Uses a contact or a prospect and assigns it to a chosen campaign. Workflow Policy Program to Send Email for a Marketing Campaign The Send Campaign Email workflow policy program provides a marketer the ability to send an email to the targets of the marketing campaign, such as contacts or prospects. Send Campaign Email uses Available Substitutions in the Send Message Arguments form, such as Prospect First Name, in order to allow for the personalization of campaign emails. You use the Recipients list in the Workflow Policy view in the Siebel client in order to choose the Recipient Type. The campaign contacts and prospects to whom the email is sent are visible in the Contacts/Prospects list in the Campaign Administration view. Modifying Available Substitutions To add a new substitution to the Available Substitutions list, you modify the SQL Statement Outputs property for the workflow policy program. To modify available substitutions 1 In Siebel Tools, query the Name property of the Workflow Policy Programs OBLE for Send Campaign Email. 2 Right-click the Send Campaign Email workflow policy program, then choose Lock Object. 3 In the Workflow Policy Program Arguments OBLE, choose the SQL Statement Outputs property. 4 In the Default Value property, add the substitution. The Default Value property contains a comma separated list of substitution variables. These variables hold the result of the query statement. The list that is defined in the Default Value property is displayed in the Available Substitution field in the Send Message Argument form.
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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 394 Workflow Policy Program to Create Activities for a Marketing Campaign The Create Campaign Contact Activity workflow policy program generates an activity record for the contacts or prospects who are the targets of the campaign. You use the Workflow Policy Program Arguments OBLE to define the data that populates the Contact Activity record.
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  • Summer '16
  • Oracle
  • Siebel Workflow, Workflow Guide

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