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Customizing the Web Marketing User Interface

The product provides a set of Web templates and cascading style sheets (CSS) to create the look and feel of an Oracle Siebel application. Customers can create their own look and feel by modifying corporate logos, colors, and fonts in the style sheets and Web templates. When modifying these elements, make sure you save a backup copy in case you need to restore the original files.

NOTE:  These elements are not automatically upgraded during the upgrade process.

The Siebel Web architecture uses the Siebel Web Engine (SWE) to dynamically generate HTML pages. The SWE uses configuration information in the Siebel Repository (SRF) and HTML layout information in the Siebel Web Template (SWT) to merge data with the template when creating the HTML page.

To customize the Web Marketing User Interface, perform the following tasks:

• Modifying Web Templates
• Implementing Web Marketing Without Frames
• Full-Text Search
• Response Management

If you are using Web Offers with a custom Web site rather than the prebuilt SWE-based microsite, do not use the standard response types such as Downloads, Request Unsubscribe, Web Survey, and so on. These response types do not work because they generate SWE-based URLs that do not function without additional scripting. An easier solution is to use Trackable URLs for your links.

Modifying Web Templates

A Web template defines the layout and formatting elements of the user interface (UI), such as views, applets, and controls. You associate these UI elements with the templates in Siebel Tools. The associated information is stored in the SRF file. For example, you might have a View object with three applets. You associate a View Template with the view, and map each applet to a placeholder in that template. The advantage of this approach is that the UI objects in the repository are not hard-coded in individual templates. As a result, a number of View objects can share the same template if they share the same layout. The same process and design applies to Applet objects.

The three primary templates types are Container, View and Applet. The final HTML pages created by the SWE places the applet in the view and the view in the container. Siebel Business Applications provide numerous applet and view templates with the product. They can be viewed in Tools, but are edited in an external editor. For information about the physical user interface layer, see Siebel Tools Online Help.

The following is a list of some modifications available to change the look and feel of your Web site:

• Modifying Views and Applets
• Modifying Web Templates
• Changing colors
• Modifying behavior caused by clicking a button
• Adding or removing applets
• Changing controls
• Making fields in a form appear

For more information about customizing the user interface, see Siebel Tools Online Help.

Implementing Web Marketing Without Frames

Customer and partner applications use HTML frames for compatibility when running in browser-based applications. HTML frames create portions of the browser window that can scroll independently of the rest of the window. For example, you can place the navigation elements in one frame and content in another frame. You can scroll the content while the navigation elements remain in a fixed location.

Customer and partner applications can be implemented without using frames. Before choosing this method, consider the following limitation. In an unframed application, all UI elements exist in the same window. Therefore, the contents list might scroll off the page as a user scrolls down. For example, if the user scrolls down to review content, the navigation elements might not be visible.

Full-Text Search

Siebel Search for Customers is a subset of the Siebel Search product. Users can scan database tables and documents for pertinent information. Siebel Search is included with every license of an Oracle Siebel application. For information about Siebel Search and Siebel Search for Customers, see Siebel Search Administration Guide.

Response Management

Siebel Web Marketing captures a series of responses during a customer interaction. Siebel Web Marketing supports automatic capture of the following responses:

• Clicked on Web Offer. Captured when the recipient clicks the embedded link for a Web offer in an email offer.
• Clicked on Product URL. Captured when the recipient clicks the embedded link for the product in an email or Web offer.
• Clicked on Web Survey. Captured when the recipient clicks the embedded link for the Web survey in an email or Web offer.
• Completed Web Survey. Captured when the recipient submits his or her survey responses, after clicking the embedded link in an email. To view the response, navigate to the Responses screen.
• Downloaded Info or File. Captured when the recipient clicks the embedded link for the document that is downloaded in a Web offer.
• Requested Unsubscribe. Captured when the recipient submits his or her subscription preference updates after clicking the embedded link in the email offer. In addition to the response, the contact profile is updated.
• Requested call back. Captured when the recipient submits his or her request after clicking the embedded link in an email or Web offer.
• Requested more info. Captured when the recipient submits his or her request after clicking the embedded link in an email or Web offer.
• Submitted Source Code. Captured when a contact or prospect enters a source code and offer code in the Do you have Another Offer form in the Offers page.

Preconfigured Values for the COMM_RESPONSE_TYPE LOV

Table 22 shows the list of values for the COMM_RESPONSE_TYPE LOV that are seeded in the preconfigured Marketing product.

NOTE:  The values that either trigger specialized logic or are automatically set by various features of the Siebel Marketing application must not be changed or deleted.

Additional responses and Siebel events can be captured through configuration. For more information, see event tracking topics in Siebel Tools Online Help.

Overriding Delete Protection for Phone and Web Offers

Active offers of type Phone or Web cannot be deleted by default. This prevents users from deleting offers that are in progress. You can override this delete protection at your own risk.

To override deletion protection for phone and Web offers

1. Start Siebel Tools.
2. Locate the Phone Offer or Web Offer Business Components.
3. Set the No Delete Protection user property to Y.