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Oracle Marketing Implementation Guide
Release 12.1
Part Number E13578-05
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Oracle Marketing Implementation Guide


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Key Benefits
Functional Areas

Oracle E-Business Suite Dependencies

Oracle E-Business Suite Dependency Overview
Mandatory vs. Conditional Dependencies
Understanding and Setting Up Mandatory Dependencies
      Setting Up Oracle CRM Application Foundation
      Setting Up Oracle One-to-One Fulfillment
      Setting Up Oracle Applications Object Library
      Setting Up Oracle General Ledger
      Defining the Marketing Calendar
      Setting Up Oracle Human Resources
      Setting Up Oracle Inventory
      Setting Up Product Lifecycle Management
      Setting Up Oracle Content Manager
Creating the Implementation User
      Creating the Employee
      Defining a User by Adding Responsibilities
      Customizing Dashboard
      Setting the Default Application and Responsibility
      Importing the Employee
      Updating Group Access
      Understanding MOAC
      Understanding Sales Methodology
Understanding and Setting Up Conditional Dependencies
      Optional Marketing and Partnering Enhancements
      Optional Integrations
Integrating Oracle Marketing and Oracle Discoverer
      Creating the Discoverer End User Layer
      Importing the Discoverer EUL

Implementing and Administering Oracle Marketing Common Components

Common Component Overview
Implementing Common Components
      Setting Up Common Component Profiles
      Creating Custom Setups
      Running Concurrent Programs for Common Components
      Implementing Marketing Users
      Implementing Marketing Responsibilities
      Setting up Tasks
      Setting Up Calendar

Implementing and Administering Audience

Audience Overview
      Implementing Audience Users
      Setting Profiles for Lists
      Running List Concurrent Programs
      Verifying Lookups
      Implementing List Import
Local and Seed Data Sources
Remote Data Sources for Separate Warehouses
      Creating the Database Link in the Local Instance
Creating and Refreshing Data Source in the Audience Administration Dashboard
Creating Data Sources in the Audience Administration Dashboard
Refreshing Data Source
Creating Query Templates
      LOVs for Attributes
      Understanding Parameterized Query Templates
Creating and Managing Deduplication Rules
Creating and Managing Fatigue Rules
Suppression Lists
Implementing Contact Preferences
Administering List Imports
      Implementing Existence Checking and Replacement Rules
      Importing Lists
      Importing Lists from XML or CSV Files
      Implementing List Import for Universal Work Queue
      Creating List Import User Hooks
Setting Up Discoverer for Lists
Running a Script to Setup Schema in a Remote Database

Implementing and Administering Data Mining

Data Mining Overview
Implementing Data Mining
      Registering Your ODM Password with Oracle Applications
      Activating the Data Mining Concurrent Manager
      Setting System Profiles
      Running Data Mining Concurrent Programs
Administering Data Mining Functionality using Predictive Analytics
      Seeded Model Types
      Creating Custom Model Types
      Defining Seeded Data Source Attributes
      Creating Data Sources
      Creating Targets
      Seeded Targets

Implementing and Administering Campaigns

Campaigns Overview
      Implementing Campaign Users
      Updating and Verifying Lookups for Campaigns
      Running Concurrent Programs for Campaigns
      Implementing Templates
      Campaign Templates
      Activity Templates
      Creating Campaign Templates
      Implementing Channels and Marketing Mediums
      Process Flow for Creating Channels
      Process Flow for Creating Marketing Mediums
      Implementing Approval Rules
      Implementing Mandatory Rules
      Implementing Locking Rules
      Implementing Categories
      Implementing User Statuses
      Implementing Geographic Areas
      Implementing Marketing Source Codes
      Implementing Security for Marketing Objects
Implementing Monitors

Implementing and Administering Tracking Metrics

Tracking Metrics Overview
Understanding Metrics
      Understanding the Metric Object Hierarchy
      Understanding Summary Hierarchy
      Understanding Rollup Hierarchy
      Understanding Formula Metrics
      Creating Metrics for Control Group Analysis
      Understanding Metric Calculation Types
      Understanding Metric Display Types
      Understanding Metric Currency Values
      Working with Metric Templates
Implementing Metrics
      Process Flow for Creating Metrics
      Setting Metric Profile Options
      Implementing Summary Metrics
      Implementing Rollup Metrics
      Implementing Manual Metrics
      Implementing PL/SQL Programs for Metrics
      Implementing Procedure Metrics
      Implementing Function Metrics
      Implementing Variable Metrics
      Implementing Formula Metrics
      Associating Metrics to Marketing Objects
      Running the Metrics Concurrent Program
      Control Groups and Metrics
      Collecting Metrics History
Seeded Metrics Reference

Implementing and Administering Budgets

Budgets Overview
Implementing Budget Security
Implementing Budget Categories
Implementing Budget Approval Rules
Implementing Business Units for Budgets
Implementing Multiple Currencies for Budgets
Understanding Budget Status
Implementing Budget Requests
Implementing Budget Reconciliations
Implementing Budget Roll-up Views

Implementing and Administering Products and Offers

Products Overview
Offers Overview
Setting System Profiles for Offers
Creating and Verifying Lookups for Offers
Running Concurrent Programs for Offers

Implementing and Administering Web

Web Overview
Web Templates
iStore Integration
      Implementing Sites
      Implementing Pages
      Implementing Placements
Custom Web Sites and Placements
Understanding and Using Clickthrough URLs

Implementing and Administering Direct Marketing Fulfillment

Implementing Email, Print, and Fax Activities
Creating Cover Letters
Fulfillment Setup
      Creating and Managing Content Types
      Creating and Managing Cover Letters
      Creating and Managing Fulfillment Queries
Understanding and Using Clickthrough URLs
Creating Custom Renditions for Content

Setting Up Web ADI

Web ADI overview
Web ADI Layouts
Prerequisites for Using Web ADI
General Guidelines for Using Web ADI Layouts
Seeded Layouts
Security Requirements for Web ADI
Implementing Web ADI Integration
      Implementing Web ADI
      Implementing Web ADI Responsibility
      Concurrent Programs for Web ADI Integration
      Creating Custom Layouts

Implementing and Administering Events

Events Overview
Setting System Profile Options for Events
Creating and Verifying Lookups for Events
Running Concurrent Programs for Events
Setting Up Vendors
Setting Up Categories
Setting Up Registration Scripts
Implementing Event Fulfillment
Integration with Programs

Implementing and Administering Deliverables

Deliverables Overview
Setting System Profile Options for Deliverables
Creating and Verifying Lookups for Deliverables
Implementing Products
      Implementing Oracle Product Lifecycle Management
      Implementing Oracle Inventory for Marketing Products
      Validating Inventory Organization for Products
      Setting System Profiles for Products
      Validating Item Validation Organization
      Creating and Verifying lookups for Products
      Running Concurrent Programs for Products
      Recompiling Key Flexfield Segments
Administering Products
      Administering Product Templates
      Creating a New Product or Service Template
      Implementing the New Template
      Selecting Product Attributes in Seeded Product Templates
Implementing Price Lists
      Setting System Profile Options for Price Lists
      Creating and Verifying Lookups for Price Lists

Implementing Marketing Intelligence

Marketing Intelligence Overview
Implementing Marketing Intelligence
      Setting System Profile Options for Marketing Intelligence
      Implementing Lookups for Marketing Intelligence
      Defining Exchange Rates
      Loading Marketing Facts for a Request Set
      Loading Marketing Facts for a First Time Build
      Creating Initial Build of Materialized Views
      Loading Marketing Facts From a Previous Refresh Date
      Refreshing Materialized View for Campaigns, Events, and Budgets
Defining Marketing Calendar Periods
Implementing Lead Intelligence
      Creating Initial Build of Materialized View for Lead Intelligence
      Refreshing Materialized Views for Lead Intelligence
      Loading Marketing Facts from Previous Refresh Date

Oracle Marketing Profile Option Reference

Before You Begin
Setting Profile Options
Oracle Marketing Profile Option Reference

Oracle Marketing Lookup Reference

Understanding Lookups
Creating New Lookup Types
Oracle Marketing Lookup Reference

Oracle Marketing Request Set and Concurrent Program Reference

Running Concurrent Programs
Checking Concurrent Program Status
Oracle Marketing Request Sets
Oracle Marketing Concurrent Program Reference

Oracle Marketing List Import Field Reference

B2B List Import Fields
B2C List Import Fields
Event List Import Fields
Lead List Import Fields

Seeded User Statuses

User Status Overview
Seeded User Statuses

Seeded Data Source and Data Source Attribute Reference

Seeded Data Sources
Seeded Data Source Parent-Child Relationships
Data Source Attribute Reference