This chapter covers the following topics:
Oracle Marketing's marketing intelligence is displayed as home page bins, reports, and charts that provide summary information about key marketing activities, along with links to recently accessed campaigns and events.
Marketing intelligence displays the following:
Most Recent Bins: Display links to recently accessed campaigns and events. The links are generated automatically when you create or edit a campaign or event. The links navigate you to the details page for the object type. Most Recent bins are available for campaign and event objects.
Reporting Bins: Display trend performance information for key marketing activities. Some examples include campaign effectiveness, event effectiveness, and marketing budgets. Each reporting bin contains links to more granular detailed reports.
Reports: Displayed directly on the homepage are drill-down reports linked from a reporting bin, but with a configurable date range specified by the user. The date aggregate for the report is inherited from the calling bin. For example, when drilling down on the month of September, all data for the drilldown reports is about September.
Charts: Display trend performance information for key marketing activities. They illustrate information based on date ranges specified by the user. In Oracle Marketing, charts render the top comparisons. For example, if you are viewing a Campaigns by Leads chart and the number of rows to display is10, then the chart for Campaigns by Leads will show the Top 10 Campaigns by Leads.
For more information on using Bins, Reports and Charts see the Oracle Marketing User Guide.
This section describes how to implement Marketing Intelligence functionality displayed on the homepage of the Oracle Marketing. This includes the Bins, Charts and Reports. Displaying the following marketing objects is covered in this section:
Campaigns
Events
Budgets
Key performance indicators
Marketing activities
Interaction history responses
See the following procedures to implement Marketing Intelligence:
Loading Marketing Facts for a Request Set
Set the following system profiles for Marketing Intelligence.
| Option | Required | Level | Setting |
|---|---|---|---|
| BIM Month Period Type | Yes | System | Select the month period type corresponding to the Marketing Calendar. |
| BIM Quarter Period Type | Yes | System | Select the quarter period type corresponding to the Marketing Calendar. |
| BIM Year Period Type | Yes | System | Select the year period type corresponding to the Marketing Calendar. |
This procedure is only necessary if using the Web response interface public APIs: AMS_RESP_REJECT_REASON and AMS_RESP_GRADE.
See the table below for lookups, types, values, and meanings:
| Key | Type | Values | Meanings |
|---|---|---|---|
| AMS_RESP_REJECT_REASON | User | User Defined | Organization defined rejection reasons. |
| AMS_RESP_GRADE | User | User Defined | Organization defined response grades. |
Exchange rates need to be defined between the transaction currency and the default currency code associated to the profile AMS Default Currency. The rates must be defined between the currencies, from the date the transactions will be loaded.
For example, if loading all the campaigns which started on or after 01/SEP/00 where the minimum approval date is 01/Mar/00, the currency exchange rates need to be defined from 01/Mar/00.
All the transactions amounts will be converted to the default currency code associated to the profile AMS : Default Currency. All currencies used in transactions must have a conversion rate defined with the conversion rate type specified in the profile AMS : Currency Conversion Type.
To define exchange rates, log into Forms for General Ledger Super User responsibility.
Navigation: Setup > Currencies > Rates > Daily > Enter by Date Range
Notes
Type: Set the type equal to the type specified in the profile AMS : Currency Conversion Type
You can load marketing facts to execute a request set by following the procedures in the sequence listed below:
Execute this Request Set only for the first time load. The Request for a first time build consists of 8 concurrent programs.
To run a request set, log in to Oracle Marketing as Marketing Intelligence Collection Manager.
Navigation: Requests > Run
Notes
Select the Request Set option and choose BIM: Load Marketing facts for the first time from the LOV. The Program block will list the concurrent programs in this request set. When programs are first listed, the Parameters column is blank for all programs.
Start Date: The Start Date should be the first date for which data should be shown.
Set the parameter values for the first row and verify that the Parameter columns of the second and third rows display the values defaulted from the first row. The Request set will run and execute the concurrent programs sequentially.
The following table lists the concurrent programs in the Request Set and their parameters.
| Sequence | Concurrent Program | Parameters | Est Time | Comments |
|---|---|---|---|---|
| 0 | BIM: Truncate all facts | Objects (select from: All, Campaigns, Events, Budgets, Leads, Lead Import, Response) | NA | This program removes all previously loaded facts. It should be used only when the data should be removed in its entirety |
| 1 | BIM: Load Marketing Facts for the First Time | Object to Load: Campaign Start Date: 01-SEP-00 End Dates: (SYSDATE) |
2 Hrs., 15 Mins |
Loads all Campaign Facts |
| 2 | BIM: Load Marketing Facts for the First Time | Object to Load: Event Start Date: 01-SEP-00 End Dates: (SYSDATE) |
6 Mins | Loads all Event Facts |
| 3 | BIM:Load Marketing Facts for the First Time | Object to Load: Budget Start Date: 01-SEP-00 End Dates: (SYSDATE) |
20 Mins | Loads all Budgets Facts |
| 4 | BIM:Load Key Performance Indicator Facts | 1 Min | Loads KPI facts | |
| 5 | BIM: Load Marketing Facts for the First Time | Object to Load: Leads Start Date: 01-SEP-00 End Dates: (SYSDATE) |
30 Mins | Loads Lead Facts |
| 6 | BIM: Load Marketing Facts for the First Time | Object to Load: Lead_Import Start Date: 01-SEP-00 End Dates: (SYSDATE) |
7 Mins | Loads Lead Import Facts |
| 7 | BIM:Load Marketing Facts for the First Time | Object to Load: Response Start Date: 01-SEP-00 End Dates: (SYSDATE) |
5 Mins | Loads Web Response Facts |
Execute this Request Set only for the first time. This prepares the pre-built tables for all materialized views. This program has to be run only once and should not be run during subsequent loads.
If for any reason, a user intends to re-run this request set again, execute the Concurrent Program, BIM: Truncate all facts, before running the Concurrent Manager Program, BIM: Load Marketing facts for the first time.
To run the request set, log in to Oracle Marketing as Marketing Intelligence Collection Manager.
Navigation: Requests > Run
Notes
Select the Request Set option and choose BIM: Initial build of Materialized Views from the LOV. The Program block will list the concurrent programs in this request set. When programs are first listed, the Parameters column is blank for all programs.
Parameter window: The Number of Parallel Processors is defaulted automatically to 8. Change the value for this parameter to 4. Four processors are sufficient to run this Request Set.
The system displays a Parameter window with the parameter, Number of Parallel Processors, defaulted automatically to 4 for the second, third, and fourth rows.
The Request set will run and execute all the above concurrent programs sequentially.
| Seq | Concurrent Program | Parameters | Est Time | Comments |
|---|---|---|---|---|
| 1 | BIM: Initial build of Campaigns Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Campaigns Materialized views |
| 2 | BIM: Initial build of Events Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Events Materialized views |
| 3 | BIM: Initial build of Budgets Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Budgets Materialized views |
| 4 | BIM: Initial build of Key Performance Indicators Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Key Performance Indicators Materialized views |
| 5 | BIM: Initial Build of Interaction History Response Materialized Views | -- | 1 Min | Prepares pre-built tables for Interaction History Response Materialized views |
This request set will load all the marketing facts from the previous refresh date. Execute this Request Set on a daily basis. This program has to be run each time facts are loaded or refreshed.
Prerequisites: Marketing facts are properly implemented
To run a request set, log in to Oracle Marketing as Marketing Intelligence Collection Manager.
Navigation: Requests > Run
Notes
Select the Request Set option and choose BIM: Load Marketing facts from previous refresh date from the LOV. The Program block will list the concurrent programs in this request set. When programs are first listed, the Parameters column is blank for all programs.
End Date: Change the End Date as desired in the Parameter column of the first row in the Parameter window.
Verify that the Parameter columns of the second and third rows display the values defaulted from the first row. Change dates as desired. The Request set will run and execute the concurrent programs sequentially.
Note that this program must be run on a daily basis. Run the Request Set: BIM: Refresh Materialized Views, above, to build the materialized views following the steps instructions listed above.
| Seq | Concurrent Program | Parameters | Est Time | Comments |
|---|---|---|---|---|
| 1 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Campaign End Date: (SYSDATE) |
5 Mins | Loads all Campaign Facts |
| 2 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Event End Date: (SYSDATE) |
5 Mins | Loads all Events Facts |
| 3 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Budget End Date: (SYSDATE) |
5 Mins | Loads all Budget Facts |
| 4 | BIM: Load Key Performance Indicator facts from previous refresh date | 5 Mins | Loads all KPI Facts | |
| 5 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Leads End Date (SYSDATE) |
5 Mins | Loads Lead Facts |
| 6 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Lead_Import End Date (SYSDATE) |
5 Mins | Loads Lead Import Facts |
| 7 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Response End Date (SYSDATE) |
5 Mins | Loads Web Response Facts |
The Request set: BIM: Refresh Materialized Views, builds the materialized views for Campaigns, Events, Budgets, Key Performance Indicators and Marketing Activities.
This Request Set should be run only after the facts are loaded, either by the Request Set: BIM: Load Marketing facts for the first time or by Request Set: BIM: Load Marketing facts from the previous refresh date.
This program has to be run each time after facts are loaded or refreshed.
To run the request set, log in to Oracle Marketing as Marketing Intelligence Collection Manager.
Navigation: Requests > Run
Notes
Select the Request Set option and choose BIM: Refresh Materialized Views from the LOV. The Program block will list the concurrent programs in this request set. When programs are first listed, the Parameters column is blank for all programs.
Parameter window: The Number of Parallel Processors is defaulted automatically to 8. Change the value for this parameter to 4. Four processors are sufficient to run this Request Set.
The system displays a Parameter window with the parameter, Number of Parallel Processors, defaulted automatically to 4 for the second, third, and fourth rows.
The Request set will run and execute all the concurrent programs sequentially.
The calendar periods must be defined for the Marketing Calendar for the fiscal year containing the date one year prior to the start date. The Start Date is the first date for which data in the Bins, Charts and Reports should be displayed. Also define the periods: Month, Quarter and Year.
Identify the Calendar associated with the profile AMS : Marketing Calendar and define Periods on this calendar for the Fiscal Year, which contains the date one year prior to the start date of the first time facts load, to the current Fiscal Year. It is required that periods of type Month, Quarter, and Year should be defined.
For example, the Fiscal Year starts from 1st June of every year. To load the facts from 01-SEP-00, it is required to define the periods for the Marketing Calendar starting with the Fiscal Year containing the date 01-SEP-99 to the current Fiscal Year.
To define marketing calendar periods, use the following procedure.
Steps
Log into Forms with System Administrator responsibility.
Navigate to Profile > System.
Use Find to locate the profile AMS: Marketing Calendar and note the calendar entered in this profile.
Switch responsibility to General Ledger Super User.
Navigate to Setup > Financials > Calendars > Accounting.
Locate the Calendar noted above and verify the required periods of Month, Quarter and Year are defined.
This section describes how to implement Lead Intelligence functionality that is displayed on the home page of the Oracle Marketing. This section covers how to display the following marketing objects on the home page:
Leads
Lead Import
Web Surveys
See the following procedures to implement Lead Intelligence:
Execute this Request Set only for the first time. This prepares the pre-built tables for all materialized views for Lead Intelligence. This program has to be run only once and should not be run during subsequent loads.
To run the request set, log in to Oracle Marketing as Marketing Intelligence Collection Manager.
Navigation: Requests > Run
Notes
Select the Request Set option and choose BIM: Initial build of Materialized Views from the LOV. The Program block will list the concurrent programs in this request set. When programs are first listed, the Parameters column is blank for all programs.
Parameter window: The Number of Parallel Processors is defaulted automatically to 8. Change the value for this parameter to 4. Four processors are sufficient to run this Request Set.
The system displays a Parameter window with the parameter, Number of Parallel Processors, defaulted automatically to 4 for the second, third, and fourth rows.
The Request set will run and execute all the above concurrent programs sequentially.
| Seq | Concurrent Program | Parameters | Est Time | Comments |
|---|---|---|---|---|
| 1 | BIM: Initial build of Lead KPI Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Lead KPI Materialized views |
| 2 | BIM: Initial build of Lead Quality Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Lead Quality Materialized views |
| 3 | BIM: Initial build of Lead Sources Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Lead Sources Materialized views |
| 4 | BIM: Initial build of Lead Import Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Lead Import Materialized views |
| 5 | BIM: Initial Build of Responses Materialized Views | Number of Parallel Processors: 4 | 1 Min | Prepares pre-built tables for Responses Materialized views |
| Seq | Concurrent Program | Parameters | Est Time | Comments |
|---|---|---|---|---|
| 1 | BIM: Refresh of Campaign Materialized views | Number of Parallel Processors: 4 | 10 Mins | Builds Campaign Materialized views |
| 2 | BIM: Refresh of Events Materialized views | Number of Parallel Processors: 4 | 5 Mins | Builds Events Materialized views |
| 3 | BIM: Refresh of Budgets Materialized views | Number of Parallel Processors: 4 | 20 Mins | Builds Budgets Materialized views |
| 4 | BIM: Refresh of Key Performance Indicator Materialized views | Number of Parallel Processors: 4 | 5 Mins | Builds Key Performance Indicators Materialized views |
| 5 | BIM: Refresh of Marketing Activities Materialized views | Number of Parallel Processors: 4 | 5 Mins | Builds Marketing Activities Materialized views |
| 6 | BIM: Refresh of Interaction History Response Materialized views | Number of Parallel Processors: 4 | 5 Min | Builds Interaction History Response Materialized views |
Builds the Materialized views for Leads, Lead Import and Web Responses. This Request Set should be run only after the facts are loaded, either by the Request Set: BIM: Load Marketing facts for the first time or by Request Set: BIM: Load Marketing facts from the previous refresh date. This program has to be run each time facts are loaded or refreshed.
To run the request set, log in to Oracle Marketing as Marketing Intelligence Collection Manager.
Navigation: Requests > Run
Notes
Select the Request Set option and choose BIM: Refresh Materialized Views from the LOV. The Program block will list the concurrent programs in this request set. When programs are first listed, the Parameters column is blank for all programs.
Parameter window: The Number of Parallel Processors is defaulted automatically to 8. Change the value for this parameter to 4. Four processors are sufficient to run this Request Set.
The system displays a Parameter window with the parameter, Number of Parallel Processors, defaulted automatically to 4 for the second, third, and fourth rows.
The Request set will run and execute all the concurrent programs sequentially.
| Seq | Concurrent Program | Parameters | Est Time | Comments |
|---|---|---|---|---|
| 1 | BIM: Refresh of Summary by Group Hierarchy | Number of Parallel Processors: 4 | 10 Mins | Prepares summarized tables based on group hierarchy. This has to be run first before running any other lead intelligence refresh materialized view program. |
| 2 | BIM: Refresh of Lead KPI Materialized Views | Number of Parallel Processors: 4 | 45 Mins | Builds Lead KPI Materialized Views |
| 3 | BIM: Refresh of Lead Quality Materialized Views | Number of Parallel Processors: 4 | 60 Mins | Builds Lead Quality Materialized Views |
| 4 | BIM: Refresh of Lead Sources Materialized Views | Number of Parallel Processors: 4 | 60 Mins | Builds Lead Sources Materialized Views |
| 5 | BIM: Refresh of Lead Import Materialized Views | Number of Parallel Processors: 4 | 5 Mins | Builds Lead Import Materialized Views |
| 6 | BIM: Refresh of Responses Materialized Views | Number of Parallel Processors: 4 | 5 Min | Builds Responses Materialized Views |
This request set will load all the marketing facts from the previous refresh date. Execute this Request Set on a daily basis.This program has to be run each time facts are loaded or refreshed.
To run a request set, log in to Oracle Marketing as Marketing Intelligence Collection Manager.
Navigation: Requests > Run
Notes
Select the Request Set option and choose BIM: Load Marketing facts from previous refresh date from the LOV. The Program block will list the concurrent programs in this request set. When programs are first listed, the Parameters column is blank for all programs.
End Date: Change the End Date as desired in the Parameter column of the first row in the Parameter window.
Verify that the Parameter columns of the second and third rows display the values defaulted from the first row. Change dates as desired. The Request set will run and execute the concurrent programs sequentially.
Note that this program must be run on a daily basis. Run the Request Set: BIM: Refresh Materialized Views, above, to build the materialized views following the steps instructions listed above.
| Seq | Concurrent Program | Parameters | Est Time | Comments |
|---|---|---|---|---|
| 1 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Campaign End Date: (SYSDATE) |
5 Mins | Loads all Campaign Facts |
| 2 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Event End Date: (SYSDATE) |
5 Mins | Loads all Events Facts |
| 3 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Budget End Date: (SYSDATE) |
5 Mins | Loads all Budget Facts |
| 4 | BIM: Load Key Performance Indicator facts from previous refresh date | 5 Mins | Loads all KPI Facts | |
| 5 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Leads End Date (SYSDATE) |
5 Mins | Loads Lead Facts |
| 6 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Lead_Import End Date (SYSDATE) |
5 Mins | Loads Lead Import Facts |
| 7 | BIM: Load Marketing Facts from previous refresh date | Object to Load: Response End Date (SYSDATE) |
5 Mins | Loads Web Response Facts |