Siebel Marketing Installation and Administration Guide
What's New in This Release
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Installing and Administering Siebel Marketing
Installing Siebel Marketing
Enabling and Synchronizing Marketing Server Components
Activating and Deactivating Marketing Workflow Processes
Activating and Registering Tasks for Marketing Activities
Updating Marketing Connection Settings
Connecting Siebel Server to Business Intelligence Presentation Server
Confirming Host and Symbolic URL for the Marketing Module
Create Permissions
Setting Up the Marketing File System
Setting Universal Time Option
Enabling Automatic Responses for Opportunities and Orders
Configuring the Marketing Approval Process
About Load Balancing and Global Deployment of Siebel Marketing
About Marketing Responsibilities and Access Groups
Creating Marketing Seed Data
Guidelines for Testing the Marketing Module in an Integrated Environment
Monitoring Marketing System Tasks
Creating Source Code and Vendor Profiles
About Source Codes
Creating Source Code Formats
Setting Up Vendor Profiles
Vendor Tasks
Defining Vendors
Defining Distribution Profiles for Vendors
Designing Marketing Campaign Load Formats
Creating and Testing Campaign Load Formats
Creating Campaign Load Formats
Example of Creating a Response Load Format
Example of Creating a Lead Load Format
Testing Campaign Load Formats
About Marketing Integration Objects
About the Marketing Contact Integration Object
About the Marketing Prospect Integration Object
About the Marketing Person Integration Object
About the Marketing Lead Integration Object
About the Marketing Response Integration Object
Examples of Recommended Campaign Load Mappings
Installing and Configuring Email Marketing
About Installing and Configuring Siebel Email Marketing
Siebel Email Marketing Architecture
Requirements for Installing Email Marketing
Installing the Email Marketing Server
Installing the Email Sending Daemon (ESD)
Installing the Bounce Handler Daemon (BHD)
Installing the Click-Through Daemon (CTD)
Setting Up the HTML Editor for Automatic Uploads of Graphics
Configuring Email Marketing Daemons
Configuring the Email Sending Daemon
Configuring the Bounce Handler Daemon
Configuring the Click-Through Daemon
Final Test of Email Marketing Components
Setting Up Automatic Failover for the Email Sending Daemon
Setting Up Web Marketing
About Siebel Web Marketing
About Web Marketing Web Site Visitors
Setting Up Siebel Web Marketing
Installing Web Marketing
Installing the Web Survey Daemon
Controlling User Access to the Web Marketing Web Site
Setting Up Default Responsibilities and Users for Web Marketing
Setting Up a Default Campaign and Default Offer
Using Siebel Personalization with Web Marketing
Customizing the Web Marketing User Interface
Advanced Marketing Information for Administrators
Upgrading Campaigns from Earlier Versions
Field Names for Marketing Integration Components
Extending Column Data to Promote Prospects to Contacts
Assigning Character Sets for the Email Marketing Server
Working with Character Sets for Email Marketing Servers
Logical Entity Relationships
Logical Entity Relationships for Marketing Objects
Email Marketing Configuration and Log File Properties
New and Changed Properties in Configuration Files
Properties for Sending IT Alerts
