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Campaign Homepage

The Campaign Homepage is the starting point for managing campaigns. This page contains several sections and displays campaign information that is relevant to you.

Campaign Lists Section

The Campaign Lists section shows this information:

  • Campaign Lists. The first 10 filtered lists. Filtered lists are subsets or groups of campaigns that allow you to limit the number of campaigns to work with at a time.

    The application comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear above the standard set of lists.

    If an already-created list does not appear on the Campaigns Homepage, click any list. Then, on the Campaign List page, click the drop-down list to see all the available lists, and make your selection.

    The following table describes the standard lists.

    Campaign List

    Filter

    All Campaigns

    None (all campaigns for your company)

    All Active Campaigns

    Status = Active

    All Completed Campaigns

    Status = Completed

    All Planned Campaigns

    Status = Planned

    All Recently Created Campaigns

    All campaigns, sorted by the created date, with the most recently created campaign at the top of the list

    All Recently Modified Campaigns

    All campaigns, sorted by the modified date, with the most recently modified campaign at the top of the list

    For information on creating these lists, see Working with Lists.

  • Manage Lists. This link takes you to the page where you can review all available filtered lists, create a new list, or view, edit, or delete an existing list. The Manage Lists page also includes the standard lists delivered with Siebel CRM On Demand. These lists are view-only; therefore you cannot edit or delete them.

Recently Modified Campaigns Section

The Recently Modified Campaigns section shows this information:

  • Recently Modified Campaigns list. List of the most recently modified or created campaigns.
  • Show Full List. Link for expanding the list of filtered lists.

Campaign-Related Tasks Section

The Campaign-Related Tasks section shows this information:

  • Campaigns-Related Tasks list. Top tasks assigned to you, sorted by due date and then priority.
  • Due Date. Date task is due as set by you or your manager.
  • Arrow symbol. Priority for tasks as set by you or your manager. An upward pointing red arrow indicates high priority, a downward pointing green arrow indicates low priority, and no arrow indicates medium priority.
  • Subject. Task subject. Click the link to review the task.
  • Campaign. Campaign name. Click the link to review the campaign with which the task is associated.
  • Show Full List. Link for expanding the list of campaign-related tasks.

Active Campaigns Section

The Active Campaigns section shows this information:

  • Active Campaigns list. List of campaigns currently being run.
  • Campaign Name. Link for opening the campaign record.
  • Show Full List. Link for expanding the list of filtered lists.

Active Campaigns Status Section

The Active Campaign Status section shows an analysis of all active campaigns, which you can use to determine the effectiveness of your campaigns.

In this section, you can place your pointer on the chart to see specific information, click a segment to review a detailed report, or change the categories in the drop-down lists to view the same data from another perspective. For example, you can view analyses of campaigns by ROI (return on investment), lead conversion rate, or cost per lead.


Published 05/11/2007