Siebel 8.0 Marketing: Marketing Manager Training  

Siebel Marketing Overview

• Identifying components of Siebel Marketing Suite
• Understanding closed-loop marketing

Siebel Marketing Architecture

• Identifying components of the Siebel Marketing architecture
• Marketing clients
• Oracle BI EE
• Email Marketing Server

Marketing Terminology and Process Flow

• Explaining marketing terminology
• Campaigns, Offers and Treatments
• Budget Requests, Funds and Initiatives
• Executing Stand-alone campaigns
• Executing marketing programs
• Executing marketing plans

Segment Designer

• Understanding the segment designer interface
• Creating simple and complex segments
• Moving and changing criteria blocks
• Understanding counts
• Cross subject area queries
• Grouping criteria blocks
• Generate lists from segments

Creating Segment Trees

• Explaining the purpose of segment trees
• Splitting and sampling
• Working with segment tree branches

Marketing Plans, Programs, Campaigns and Events

• Identifying Siebel Marketing objects and their relationships
• Offer Management
• Events
• Campaigns
• Waves
• Programs
• Stages
• Marketing Plans

Using List Format Designer

• Understanding List Format types
• Creating List Formats
• Combining Data Sets
• Sorting and Splitting
• Formatting
• Previewing list output

List Management

• Describing the list management process
• Importing external lists
• Creating internal lists

Response Management

• Describing the response management process
• Integrating with Sales
• Tracking responses

Email Marketing

• Creating an email campaign
• Personalizing and editing email marketing templates
• Understanding conditional fields
• Understanding advanced email marketing features
• Launching email campaigns

Event Management

• Describing the event management process
• Defining Event Plans, Events and Sessions
• Managing Invitations
• Managing Registrations

Marketing Planning, Budgeting and Financial Tracking

• Creating Marketing Plans
• Creating Budget Requests
• Understanding approval cycles
• Setting goals
• Tracking expenses and budgets

Campaign Load Formats

• Creating campaign load formats
• Identifying and describing marketing integration objects
• Describing pre-configured marketing campaign load formats

Marketing Analytics

• Using Oracle BI Answers
• Using Oracle BI Dashboards
• Creating ad-hoc requests
• Identifying pre-configured marketing analytics dashboards