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Initializing Multistage Programs

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Before you execute multistage programs, set up your Marketing Repository to track the campaign history of customers across multiple stages of a marketing program. For more information, see Working With Tables and Joining Tables and Fields.

Set up multistage program processes by creating a new record (mapping) for each of the following tables and setting up table joins:

S_CAMP_CON. This table holds the identifiers of contacts for specific campaigns.
S_DD_USER_KEY. Use this table to map external contact keys (contacts, customers) to the Contact ID in the S_CONTACT table during Campaign Load.

Mapping Tables

Use the following procedure to map tables required for multistage marketing programs. After you create and save the table records, columns for both tables will be populated in the Siebel Marketing Repository.

These joins are only used when funneling is enforced. Funneling is enforced when the program is on an automatic schedule and you have set the Suppress Same Stage flag.

To map tables S_CAMP_CON and S_DD_USER_KEY

From the application-level menu, choose View > Site Map > Marketing Administration screen > External Data Mapping.
Click the Tables view tab.
In the Tables list, create a new record.
Type the required parameters for each new table, including Reference Name, Table Name, Server, and so on and save the record.

NOTE:  Make sure you type the case-sensitive reference names correctly for these two tables. The server searches the Marketing Repository by exact name.

Map the Siebel Database table S_CAMP_CON using the case-sensitive reference name S_Camp_Con.
Map the Siebel Marketing Repository table S_DD_USER_KEY using the case-sensitive reference name S_DD_User_Key.
Map the S_DD_USER_KEY table, using Key1, Key2, and so on, based on targeting levels.

For more information, see Creating Customer Hierarchies and Adding Targeting Levels and Mapping Tables to Customer Hierarchies.

Creating Joins for Multistage Programs

The S_CAMP_CON and S_DD_USER_KEY tables must be joined before you can execute multistage marketing programs with recurring stages. The join may use several Parent fields and Child fields to join Key 1, 2, and so on. Use the following procedure to set up the joins necessary to execute multistage marketing programs. For more information, see Understanding Joins.

To create joins for multistage programs

From the application-level menu, choose View > Site Map > Marketing Administration screen > External Data Mapping.
Click the Joins view tab.
In the Joins list, create a new record.
Join the external table to S_DD_USER_KEY table using Key01, Key02, and so on.

The S_DD_User_Key table is used to map external contact keys (contacts and customers) to the contact ID in the S_CONTACT table during campaign load. The S_Camp_Con table contains the identifiers of contacts for specific campaigns.

Join S_DD_User_Key to S_Camp_Con, using S_DD_User_Key.ROW_ID to S_Camp_Con.DD_USER_KEY_ID.

CAUTION:  Make sure that you select the Cache check box, select 1:N in the Cardinality field, and select Equal in the Type field.

In the Joins list, complete the fields, as shown in Figure 1.

For additional information, see Guidelines for Caching.

Figure 1. Join S_DD_USER_KEY to S_CAMP_CON

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