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Targeting Contacts for Campaigns

You can select contacts that you want to target for a campaign.

NOTE: If your company uses Segmentation Wizard, a downloadable application that works between Siebel CRM On Demand and Excel, you can build target segments that filter records according to criteria from a number of record types. To download the Segmentation Wizard, click the Training link in the upper right corner of any page to open the Training and Support Center page. Click the Application Downloads link in the navigation menu on the left of the page, and then click the link to download the application.

To target contacts for a campaign

  1. Select the campaign.

    For instructions on selecting campaigns, see Finding Records.

  2. On the Campaign Detail page, scroll down to the Recipients section and do the following:
    • To target contacts one by one, click Add.
    • To remove the contact, click the Remove link in the record row. This disassociates the records without deleting any records.
  3. Save the record.

Published 05/11/2007