Recording in a Campaign

I'm looking for a way to invoke the Record Action Menu type in a campaign and then have the recording played for people when they enter our IVR. Like when an ISP does an Outage Report in the hopes you will hang up and just wait for your internet to come back online.
I know I can do this by assigning a Company Prompt and having someone update with a silent WAV file or a pre-recorded one, but I am trying to find a way to automate it.
Has anyone ever done this before?

The play prompt has a varaible option so yes that would probably work well for this.
There would be silence if there is no file found.
As with anything there are many ways to go about this, you can also, if you wish, use business events as well and only look for the WAV if a flag is flipped i.e. a business event is found. Or more simplistically just alway play it and in most cases just have a blank (empty) file so there is no audio/no delay at all in the 'advisory' part of your call treatment.
It may be best however to combine these functions so when you go to your internal/private IVR to control this you can play a prompt that says 'are you sure you wish to activate this' and then have that part flip on your business event.

Similar Messages

Outbound: Duplicated records, Scripting tool, Campaign name

Hi All;
Is there an option to remove duplicated records in the outbound which could happen when importing two files that have some same numbers, so we need the new to be used while old to be removed (this option is called: remove the duplication .. or something like this).
Also, I am looking for a scipting tool, so when the agents is talking with the customer, there is a script that help the agent to know how to deal with the customer, this script need to be created per each campaign. Is there something like this?
Another thing, when the call reaches to the agent, is it possible the name of the campaign to be shown at the CTI client?
Regards
Bilal

Dear Pallavi,
Very useful post!
I am looking for similar accelerators for
Software Inventory Accelerator
Hardware Inventory Accelerator
Interfaces Inventory
Customization Assessment Accelerator
Sizing Tool
Which helps us to come up with the relevant Bill of Matetials for every area mentioned above, and the ones which I dont know...
Request help on such accelerators... Any clues?
Any reply, help is highly appreciated.
Regards
Manish Madhav

Which table campaign element details are stored

Hi All,
Would anyone know which table campaign and campaign element details are stored? I am using CRM 2007 and i am looking to find where details such as campaign element ID, campaign element description, start/end date are stored?
i could not fund such data after looking through se16
Any assistance is much appreciated.
Thanks,
Jonathan

Hi,
se16 > CGPL_PROJECT
does not have records for the Campaign Element or Marketing Plan Elemtents,
do you know which table I can find this information in please?
Many thanks
Mrugesh

How to do Toggling between records?

Users are able to pull multiple preview records from the campaign. When they pull the records they are unable to go back to the record which they wanted.
This feature will also be helpful when an inbound call comes in when user is working on a preview record. It wipes out the preview record as soon as the inbound call comes in. Currently, users are not able to go back to the preview record after the Inbound call is over.
How can i implement this?

I just started to look at your code and stopped immediately when I saw this (see image below):
What are you trying to do? Do you realize that you are trying to communicate to the same serial port from 3 parrallel instances?
Although your indicator say "read buffer", I don;t see any serial reads.. just "VISA Writes". Please start at the top. What are you trying to do, because writing to the proper Excel column should not be that difficult.. I can create an example, but I suspect you have many other obstacles before reaching that point.
RayR
Also, do you realize that each time the "Write" buttons are OFF, that it clears the text? If it is intentional, then a good idea is to place a comment to that affect or better is to place an empty string constant in the false case and wire it to the string output tunnel.
Message Edited by JoeLabView on 03-10-2008 10:24 AM
Attachments:
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Coupon specific discounts are not coming in the sales order

Hello Experts,
I have created a internal coupon campaign and assigned discounts to the campaign. We used condition type 1202 to assign the discount values in the campaign.
In the sales order when i enter the coupon id system fetching the corresponding campaign ID. But , sales order is not fetching the discount condition types mentioned in the campaign.
Below are the configurations i made.
1) Copied the condition type 1202 to ZCUI.
2) Assign this condition type to the condition maintenance group (1200) and keep the condition table as SAP12000
3) Maintain this condition type to the pricing procedure and assign pricing procedure to the Sales order transaction type.
4) In the campaign i have maintained the values for the condition type . -- Sales org, distri channel. divison, Product , discount value
5) I even verified that CNDCRMPRSAP12000 has the records for this campaign.
Now the question is do i need to do any customization in Campaign determination. I am not using TPM and it is a simple coupon campaign.
Please suggest me , your help is highly appreciated.
Regards,
Deeps.

Not sure if it works, may be you can check this
- is your condition type 1202's calculation type field has been defined as "percentage"?
- the pricing procedure that you are using, does it contain the corresponding condition type 1202 for discount amount?
- Has the pricing procedure been maintained for your org data in "Determine Pricing Procedure" in spro-> CRM-> Basic Functions -> Pricing -> Determing Pricing Procedure
Please check this.
Edited by: Harsh Singal on May 4, 2011 5:53 AM

External Unique ID VS Contact ID (Row ID)

We're using Web Services to load contacts and opportunities into CRM. Contacts have an External Unique ID. We also create new contacts / opportunities from the user interface as well. I first noticed while testing in Analytics I get a different behavior for the opportunities created online than the ones that are loaded with an External System ID. When I am under Opportunity History (and adding Contact info such as Prov/State and Country), the opportunities entered online are showing in the metrics but not the ones that were loaded using the External Unique ID. I need metrics on # Opp created for specific Campaign name and have counts based on Country and Province (for imported opportunities from other systems as well as opportunities enter using the application).
Also, on the application, when Opportunity is related to the Contact using the Primary Contact ID (i.e. record entered on line), I can see the opportunity displayed when I am on the contact screen. But not when it is related to Contact using the External ID (when using Web Services).
It is a big issue for us at the moment as we are trying to produce metrics for marteking campaigns based on markets, and we cannot for some reason have all records accounted for in the same report.
Are we having an integration issue here or should we change something in the settings to be able to report on all records? I know that it is suggested that records that do not have an External Unique ID to be defaulted to Row_id. I think that this is a good idea (not sure where to go to set this default) but I don't think that this would change the fact that our opportunities loaded using external unique id are not being "attached" using Primay contact ID which seems to be needed for Analytics to get the metrics on these opportunities.
Would there be any recommendations on how to correct this issue? It is not a visibility issue. Both the user used to enter contacts/opps and myself are Admins.
Thanks.

Hi,
Firstly be careful in reporting with the data model, in some subject areas adding Account/Contact information to your report will drop records in your report if no Account/Contact record has been added against that Opportunity. I would build a report which has Opportunity.Row Id and Opportunity.External ID and run this on it's own. This will verify that all your Opportunities are in fact loaded. Then if you add Contact Id to your report and records are dropped there is your problem.
I would then check to see what's going on with your web service. Import an Opportunity (using the wizard) and Associate a Contact to Opportunity (Using the Primary Contact Id) in the import. Check this record in the application and ensure the Contact is associated as you would expect, then run the above report and check the record exists. I would then repeat this for your web service, it could be the web service isn't associating Contacts correctly.
I don't think it's the External ID's causing you issues here.. as a general rule of thumb I ensure all Accounts, Contacts, Opportunities, Leads have External ID's. This is especially if you're doing a Marketing deployment as records are much easier to segment and re-import against using the wizard. Also, you'll find without External ID's you can't import certain record types against campaigns and through the application. I default the External ID's based on the Row ID for these records and update those which are currently blank (unless you have an external system field). Try that and let me know...
Thanks
Oli @ Innoveer

Error when pick segment ('SAWSessionServiceSoap')

Hi
I am the beginner for Siebel Marketing.
I have been trying to test the Web Services integration.
To test the Web Services integration
1 In Siebel Marketing, click the Segments screen tab.
2 In the Segments screen, click the Segment Designer link.
3 In the Segment Designer, create a test segment and save the segment in the Web Catalog.
For more information about creating segments, see Siebel Marketing User Guide.
4 Navigate to the Campaign screen and perform the following steps:
a In the My Campaigns list, click New.
b In the record, enter a campaign name, and save the record.
c Click the Campaign name and click the Design view tab
5 In the Design view, perform the following steps:
a Click the Segments/Lists link.
b In the Segments/Lists list, click Add Segment.
c In the Previously Used Segments dialog box, click Choose a new Segment.
d In the next Previously Used Segments dialog box, click the Folder Location select button to
display the following folders in the Siebel Analytics Web Catalog:
❏ Your user name
❏ Shared
6 If you receive an error, perform the following steps:
a Navigate to Administration - Marketing screen > Servers view.
b Verify the following values:
❏ The Marketing Server definition has the correct Authentication user and password
❏ All three Web services have the correct Analytics Web Server name in the address
I failed to select the Segment from the Previously Used Segment dialog box with error msg as below:
Operation 'impersonate' of Web Service 'com.siebel.analytics.web/soap/v1.SAWSessionService' at port 'SAWSessionServiceSoap' failed with the following explaination: "Authentication error. An invalid User Name or Password was entered.".(SBL-EAI-04308)
I have checked through the Marketing Server authentication and password and verified the 3 web services.
Can I get any idea on the error?
thanks,
Kimyoke

Kimyoke,
Please check if Doc ID 1479136.1 on support.oracle.com is helpful.
Thanks,
Wilson

Trouble with LeadUpdate

In attempting to run a lead update, I got the following exception in Visual Studio(C#)
As determined by the first instance, all subsequent instances of integration component 'Lead_Action' should use the same user key 'User Key:1'(SBL-EAI-04404)
The code does the following:
Picks out the recipients from a campaign,
Finds the Lead Record associated with those recipients,
Adds an Activity to the lead record for the campaign(as this referential-link is not implemented in Siebel yet)
Here is the relevent code for the LeadUpdate portion
qRetLead is a query result of the Lead Records
qRetCamp is the query result of the Campaigns
Lead.LeadWS_LeadUpdate_Input lui = new Lead.LeadWS_LeadUpdate_Input();
            lui.ListOfLead = qRetLead.ListOfLead;
            Lead.Activity[] newListofActivity;
            Lead.Activity campaignActivity = new Lead.Activity();
            campaignActivity.Subject = qRetCamp.ListOfCampaign[0].CampaignName;
            campaignActivity.DueDate = qRetCamp.ListOfCampaign[0].StartDate;
            campaignActivity.Status = "Completed";
            for (int k = 0; k < qRetLead.ListOfLead.Length; k++)
                Console.WriteLine("Activity Records of Length: {0}{1}",qRetLead.ListOfLead[k].LeadFirstName,qRetLead.ListOfLead[k].ListOfActivity.Length);
                //Create a new List of Activities
                newListofActivity = new Lead.Activity[lui.ListOfLead[k].ListOfActivity.Length + 1];
                //populate it with the old activities
                for (int j = 0; j < lui.ListOfLead[k].ListOfActivity.Length; j++)
                    newListofActivity[j] = qRetLead.ListOfLead[k].ListOfActivity[j];
                //tack on the new activity
                newListofActivity[lui.ListOfLead[k].ListOfActivity.Length] = campaignActivity;
                lui.ListOfLead[k].ListOfActivity = newListofActivity;
            //Execute the Update
            Lead.LeadWS_LeadUpdate_Output luo = new Lead.LeadWS_LeadUpdate_Output();
            luo = myLeads.LeadUpdate(lui);I get the exception on the last line, and I'm not quite sure what it means
Message was edited by:
user617799

Some Question:
Why are you using Lead's Update method to insert a new Activity? Why not Child Insert method? or Dirctly Activity's Insert Method?
If you want to use this code only, you need to set "Display" value for the new Activity and of course a User key. since this is a new Activity so pass a dummy value to "ActivityId" field.

Outbound Dialer calls the client but don't call the agent

Hi all,
I have a strange problem with Outbound Option in UCCE 7.5(6).
I have configured "PREVIEW_ONLY" in admin script. The behavior is below:
- the campain starts;
- I can see the call in "CTI Toolkit outbound desktop"(here I don;t see any call to agent's phone);
- I am pressing "Accept";
- The system calls the client;
- The "client" answers the call;
- I don't have any call to agent's phone.
What could be the problem here?I verified the VIP's CSS. The dialer ports can dial in the agent's partition.
Many thanks in advance,
Cristian
P.S: Call tracer output is below.(I have only one agent in outboud skill group with extension 1270)
> DialedNumber (8000) using CallType (Outbound.CT- 5000)
Start #1
     Default\OutboundScript {All Customers} (version 1)
Select #2
     Longest Available Agent
    *PG1_CCM_PIM1.CV.Outbound.SG = 201
Skill Group #4
     SkillGroup: PG1_CCM_PIM1.CV.Outbound.SG
> ----------
Route: Outbound.ROUTE
Label: 1270 (MR_PIM1.RC)

Update with baDialer EMS logging:
:41:12 Trace: (SP) port: 005 Successfully sent Station Open Receive ACK Msg - PT: 4
:41:12 Trace: (SP) port: 005 Received Station Call Info Msg. line=1 crn=26601631
:41:12 Trace: (CLMGR_IP)      Control failure event, port: 005, id: 17170537, failure code: 1 [CF_GENERIC_OPERATION], peripheral error code: 20052 [C_??CAUSE??]
:41:12 Trace: (PVD)   CTI failure received, port: 005 state: TRANSFER
:41:12 Trace: (CUST) SetCallResult, id: 47 in DL_5000_5000, skill: 5001, result: 21 [CUSTOMER_ABANDONED], now: [Fri Dec 04 14:41:12 2009], callback: [Fri Dec 04 14:40:55 2009]
:41:12 Trace: (CLMGR) CTI SetCallData request, invoke: 5730, port: 005, call: 17170537
      type: 32, disposition: 2, ani: [1277]
      campaign: 5000 [OutboundCampaign], query rule: 5000, acc#: []
      status: [CO], response: [CPA_Voice], list id: [47], time zone: [+00120]
      CallerEnteredDigits: [NULL], customer name: [Popescu,Cristi], skill target id:
:41:12 Trace: (PVD)   ***End call event port: 005, state: TRANSFER***
:41:12 Trace: (PVR)   Release agent request, port: 004, state: AGENT_RESERVE
:41:12 Trace: (PVR)   End port: 004
:41:12 Trace: (CLMGR) CTI ClearConnection request, invoke: 5731, port: 004, call: 2130706445, instrument: [1270]
:41:12 Trace: CCallManager::RemoveCall -> call: 2130706445
:41:12 Trace: (PM)
lease port: 004, state: [AGENT_RESERVE]
:41:12 Trace: (CPORT) SetState, port: 004, m_ReservationCallTime: 16656, state: IDLE
:41:12 Trace: (SP)    Hangup, port: 005
:41:12 Trace: (PM)
lease port: 005, state: [TRANSFER]
:41:12 Trace: (SP)    Hangup, port: 005
:41:12 Trace: (CPORT) SetState, port: 005, m_CustomerCallTime: 1687, state: IDLE
:41:12 Trace: (SP) Port: 005 Changing state from SP_STATE_TRANSFERRING_CALL to SP_STATE_DROPPING_LINE2
:41:12 Trace: (CM)    Close record request, customer: 47 in DL_5000_5000, result: 21 [CUSTOMER_ABANDONED]
:41:12 Trace: (SP) Ignoring repeat hangup request on port: 005
:41:12 Trace: (CUST) Record sent to campaign manager, id: 47 in DL_5000_5000, skill: 5001, result: 21 [CUSTOMER_ABANDONED]
:41:12 Trace: (SP) port: 005 Received Station Stop Tone Msg
:41:12 Trace: (SP) port: 005 Received Station Close Receive Msg
:41:12 Trace: (SP) port: 005 Received Receive Call State Msg - callstate=On Hook, CRN=26601631
:41:12 Trace: (SP) port: 005 Primary line hangup
:41:12 Trace: (SP) Line: 1: Changing state from SP_LINESTATE_CONNECTED to SP_LINESTATE_IDLE
:41:12 Trace: (SP) port: 005 Fire telephony hangup event
:41:12 Trace: (SP) Port: 005 Changing state from SP_STATE_DROPPING_LINE2 to SP_STATE_TRANSFER_FAIL
:41:12 Trace: (SP) Port: 005 Changing state from SP_STATE_TRANSFER_FAIL to SP_STATE_DROPPING_LINE2
:41:12 Trace: (DD)    Softphone hangup handled for port: 005
:41:12 Trace: (CLMGR) Call cleared, port: 005, id: 17170537

Requesting information

Hi ,
I have to implement the follwoing changes in siebel CTI.Require ideas on this.
the changes are:
Users are able to pull multiple preview records from the campaign. When they pull the records they are unable to go back to the record which they wanted.
This feature will also be helpful when an inbound call comes in when user is working on a preview record. It wipes out the preview record as soon as the inbound call comes in. Currently, users are not able to go back to the preview record after the Inbound call is over.

Hi Paul,
I work for a government education body that will be providing service to 800 schools in this state. It is a work in progress, as we are still migrating schools from their old email systems which are usually administered on-site.
We offer our users 100MB quota for their mailboxes. This is regardless of whether they are admin staff from the central office or teachers at remote schools. Because most of us are using Connector, we just archive our older emails onto a local drive (or shared drive which is maintained by staff on site). We get some complaints from people that the quota is too small, but we don't give them any more.
Students get a lower quota of 20MB, and we find that not many students actually use the service - probably because many teachers/administrators aren't giving their students access until they feel more comfortable with it.
We limit the message size in theory to 5MB, although the setting we actually implement is 7MB. This allows for messages to be base64 encoded and still fit within the limit.
As for overall numbers, we have about 5000 active users out of 40,000 that have actually been provisioned. The long term goal is to have over 250,000 accounts (teachers and students).
regards
David

I've sent a campaign and I cannot see any statistics recorded against it. Why is this so?

An email campaign may take up to 24 hours to reach all of the recipients int he list. For you to have a better understanding of how email campaign works, there are a few reasons why you are not able to see any statistics for the completed campaigns.
First of all, make sure you have selected a HTML version of the campaign and not Text version. In order for the system to register an opening, the email client needs to download the images from the email or the user needs to click on a link and go to your website. The tracking code is attached to the images. If your newsletter does not have an image in it, the system will insert image into it for the recording purposes. That image download is then recorded by the system. The image download is what causes the reports to reflect that the email campaign message was opened. The problem is that the email clients don't do this by default to prevent spammers form identifying the legitimate email addresses. In Outlook, Gmail, Thunderbird, Mail and most other clients, you often have to specifically click on "Download Images" (or something along those lines) link. So, for all those customers that end up viewing the newsletter without downloading the image, the system will have no way of recording the opening.

You have to connect the iPad to your computer to update.
If you have an iPad 1, the max iOS is 5.1.1. For newer iPads, the current iOS is 6.1.3. The Settings>General>Software Update only appears if you have iOS 5.0 or higher currently installed.
iOS 5: Updating your device to iOS 5 or Later
http://support.apple.com/kb/HT4972
How to install iOS 6
http://www.macworld.com/article/2010061/hands-on-with-ios-6-installation.html
iOS: How to update your iPhone, iPad, or iPod touch
http://support.apple.com/kb/HT4623
If you are currently running an iOS lower than 5.0, connect the iPad to the computer, open iTunes. Then select the iPad under the Devices heading on the left, click on the Summary tab and then click on Check for Update.
Tip - If connected to your computer, you may need to disable your firewall and anitvirus software temporarily. Then download and install the iOS update. Be sure and backup your iPad before the iOS update. After you update an iPad (except iPad 1) to iOS 6.x, the next update can be installed via wifi (i.e., not connected to your computer).
Tip 2 - If you're updating via wifi, place your iPad close to your router to preclude getting a corrupted download.
 Cheers, Tom

Response Recording for Campaigns

Hi All
Please tell how can i locate that Response Recording iView ,i want tostore the campaign response,we have this iView where we can manually store the campaign response but i am not able to locate in CRM(2007) system,
Please tell and also please share any other possible way existing in CRM system for storing the Customers Responses for the Campaign Executed.
Any Help will be highly appreciated.
Regards
Ashish

Hi
Thanks for the reply,what we are trying to do is
We are attaching a Lead survey & generating a URL & attaching the URL in Email which we send to customers as a part of campaign.
Now when customers see his mail & clieck at that URL it will take him to the survey screen & then he gives his responses & submit it.
Now what we want is to see what responses he has given on the basis of which lead can be created or else.
SO regarding what you said that who cliecked it ,when he cliecked & number of times he cliecked,this info we are getting but the actual response the customer has given that we are not able to locate
Currently BI is not in place so we have to do this tracking of response in CRM only.
Please suggest what is the needful.
Regards
Ashish

Quick Campaign record limit

Back in CRM 4.0, I believe there was an upper limit of 10,000 Quick Campaign activities being generated at once (perhaps it was Marketing Lists which were limited to 10,000 entries). Does anyone know if this has been updated or raised in 2015?

Hi NorthShore,
I am assuming you mean the limit of 10000 records per export for an Excel Worksheet. This limit can be edited via Powershell.
Take a look at the below topics! Hope this was helpful,
CRM 2011 Timeouts and Limits
Organization entity attributes (MaxRecordsForExportToExcel)
Use Advanced Configuration
Settings (ConfigDB)

How to record Campaign reference in Interaction Record?

Hi!
When I execute a campaign for a number of Business Partners / Customers in my Target Group, I would like each of those customers get a reference to that campaign in their interaction log.
How do I set up the system to do that? I'm using CRM 2007.
Best regards,
Christian

Hi Christian,
Did you get any solution? if yes plz let me also know the solution as we are working on the same thing and we are facing problem in updating the interaction object
Thanks in advance,
JM

Bring Campaign related records in Contact form

Hi, I need to bring in Campaign Grid within the contact form to show various campaign associated to a single contact. I understand we can navigate to the campaign sub entity within the contact form to look at the campaign but I am looking to bring
it as a grid. Tried Codeplex and it doesn't work
Regards,
Vprasanth

Hope you have run security list maintainance program.
select security_profile_id, security_profile_name
from per_security_profiles;
select *
from per_person_list
where security_profile_id=:1;
if recode not exist then issue with security profile.
Thanks

Recording in a Campaign

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