Siebel Marketing Guide > Campaign Load Mapping and Analytic Adapters > Creating Campaign Load Mappings >

Mapping Rules for Integration Components (Marketing Person)


When creating a campaign load mapping using the Marketing Person integration object, use the following guidelines:

To create a campaign load mapping using the Marketing Person integration object

  1. From the application-level menu, choose View > Site Map > Marketing Administration > External Data Mapping.
  2. Map the data source table that contains Contact ID and Prospect ID. For the Siebel Data Warehouse, this table is W_PERSON_D.
  3. Click the Tables view tab and add two pseudo-fields to the table using the following information:
  4. Reference Name
    Expression
    Contact_ID
    Case when contact_type_i = `Contact' then integration_id else null end
    Prospect_ID
    Case when contact_type_i = `Prospect' then integration_id else null end

  5. From the Show drop-down list, select Measures.
  6. Click the List view tab and create list measures for the following:
    1. Contact_ID.
    2. Prospect_ID.
  7. Create a list measure for Customer or Integration ID in the Data Warehouse (this value will map to Key 1).
  8. In the Siebel Data Warehouse, this field is INTEGRATION_ID field in the W_PERSON_D table and should uniquely identify the contact or prospect in the external data source.

  9. From the Show drop-down list, select External Data Mapping and click the Campaign Load Mapping view tab.
  10. In the Campaign Load Mapping list, create a new record, selecting Marketing Person in the Integration Object field.
  11. In the Mappings list, create a new record.
    1. In the new record, select the Contact Key integration component and map the following fields:
    2. Integration Component Field
      Measure
      Contact Id
      Contact ID
      Key 1
      Integration ID
      Prospect Id
      Prospect ID

    3. As an optional step, if you selected the Allow Repeated Contacts check box, create another record in the mappings list for the Campaign Contact integration component and map the Account ID field.
  12. Create a new customer hierarchy with one targeting level, mapping the Integration ID field from the external table to the targeting level.
  13. For instructions, see procedures in Creating Customer Hierarchies.

Campaign Load Mapping Mappings depend on the following:

The following scenarios show some recommended mappings. The scenarios do not include all the required fields for each example, but provide the recommended field mappings for certain integration component fields.

Scenario 1

In this scenario, use the recommended mappings shown in Table 8.

Table 8. Scenario 1 Recommended Mappings
Integration Component
Integration Component Field
List Measure Field
Comment
Contact
Person UID
W_PERSON_D.PRSP_CON_UID
 
Contact
Contact Organization
W_PERSON_D.CON_BU_NAME
 
Contact Key
Key 1
W_PERSON_F.ACCNT_WID, W_ORG_D.ROW_ID
The field can vary depending on customer hierarchy mappings.
Contact Key
Key 2
W_PERSON_F.CONTACT_WID, W_CONTACT_DM.ROW_WID
The field can vary depending on customer hierarchy mappings.

Scenario 2

In this scenario, use the recommended mappings shown in Table 9.

Table 9. Scenario 2 Recommended Mappings
Integration Component
Integration Component Field
List Measure Field
Comment
Contact
Person UID
S_CONTACT.PERSON_UID
Equal join from W_PERSON_D.PRSP_CON_UID to S_CONTACT.PERSON_UID.
Contact
Contact Organization
S_BU.NAME
Equal join S_CONTACT.BU_ID to S_BU.PAR.ROW_ID.
Contact Key
Key 1
W_PERSON_F.ACCNT_WID, W_ORG_D.ROW_ID
The field can vary depending on customer hierarchy mappings.
Contact Key
Key 2
W_PERSON_F.CONTACT_WID, W_CONTACT_DM.ROW_WID
The field can vary depending on customer hierarchy mappings.

Scenario 3

In this scenario, use the recommended mappings shown in Table 10.

Table 10. Scenario 3 Recommended Mappings
Integration Component
Integration Component Field
List Measure Field
Comment
Contact
Person UID
S_CONTACT.PERSON_UID
Equal join from W_PERSON_D.PRSP_CON_UID to S_CONTACT.PERSON_UID.
Contact
Contact Organization
S_BU.NAME
Equal join S_CONTACT.BU_ID to S_BU.PAR_ROW_ID.
Contact Key
Key 1
S_ORG_EXT.ROW_ID
The field can vary depending on customer hierarchy mappings.
Contact Key
Key 2
S_CONTACT.ROW_ID
The field can vary depending on customer hierarchy mappings.

Scenario 4

In this scenario, use the recommended mappings shown in Table 11. The table displays the recommended minimum mapping requirement. Other fields from available components may need to be mapped based on program or campaign requirements.

Table 11. Scenario 4 Recommended Mappings
Integration Component
Integration Component Field
List Measure

Contact Key

Key 1

Integration ID

Contact Key

Contact Id

Contact ID (Pseudo-field)

Contact Key

Prospect Id

Prospect ID (Pseudo-field)

Scenario 5

In this scenario, use the recommended mappings shown in Table 12. The table displays the recommended minimum mapping requirement. Other fields from available components may need to be mapped based on program or campaign requirements.

Table 12. Scenario 5 Recommended Mappings
Integration Component
Integration Component Field
Required
List Measure
Comment
Contact
Person UID
Yes
Individual ID
ID of the customer hierarchy mapping to Siebel Contact.
Contact
Contact Organization
No
Organization field
The organization names in the source database must match exactly with Siebel organization setup (S_BU).
Contact
First Name
Yes
Individual's First Name
 
Contact
Last Name
Yes
Individual's Last Name
 
Contact Key
Key 1
Yes
Household ID
 
Contact Key
Key 2
No
Individual ID
 

Scenario 6

In this scenario, use the recommended mappings shown in Table 13. The table displays the recommended minimum mapping requirement. Other fields from available components may need to be mapped based on program or campaign requirements.

Table 13. Scenario 6 Recommended Mappings
Integration Component
Integration Component Field
Required
List Measure
Comment
Contact
Person UID
Yes
Individual ID
ID of the customer hierarchy mapping to Siebel Contact.
Contact Key
Key 1
Yes
Household ID
 
Contact Key
Key 2
No
Individual ID
 


 Siebel Marketing Guide, Version 7.5, Rev. A 
 Published: 18 April 2003