Glossary

Activity

Sub-level of Activity Type. For example, below activity type “Advertising,“ one would find “Advertising“ and “e-Advertising.“

Activity Purpose

A meaningful objective to drive a marketing activity. All marketing activities (campaign schedules) may be associated with an Activity Purpose. In some cases, Activity Purpose may dictate Target Group selection.

Activity Template

See Schedule Template

Activity Type

The types of marketing activities that can be created and defined in Oracle Marketing. For example,

• Advertising

• Direct Marketing

• Events

• Publishing

• PR/AR

• Internal Communications

Actuals

Seen on Cost Types and Metrics in Oracle Marketing and used to enter the actual costs or actual metrics

Administration

A main tab in Oracle Marketing from where a variety of administrative functions can be performed

Analytics

A group of tools used to predict desired customer behavior by analyzing customers' response to a prior campaign

Approval Rule

Rules created in Oracle Marketing (and also in other parts of the Oracle E-Business Suite), to control the routing and sequence of approval requests. This means users do not manually have to select the correct approver, they simply submit for approval.

Attachment

Electronic document that can be uploaded or linked to Oracle Marketing for later download by other users

Attachment Type

When attachments are added at various levels within Oracle Marketing (for example, Campaigns and Campaign Schedules), the attachment type must be selected. Allowable values are:

• File: Any digitized file that is loaded into Oracle Marketing.

• URL: A URL that points to a file not actually loaded into Oracle Marketing.

Audience

An audience, in marketing terms, is a group of people who can be targeted for a campaign or event. They meet a common criterion, and can be addressed for a specific purpose.

Audience Dashboard

The home page of list managers from where they can create, manage, and analyze the performance of lists

B2B

Business-to-Business

B2C

Business-to-Consumer

BIS

Business Intelligence System. A module in the Oracle E-Business Suite generally used for reporting purposes

Budget

A pool of funds which are drawn upon to pay for campaigns, events, deliverables, offers - essentially any marketing object requiring money. Can be fixed or accrued, based on sales

Budget Adjustment Types

Types of adjustments, such as making available committed funds when a customer fails to perform.

Budget Amount (also Initial Budget Amount)

Currency and value, that is set on the Budget side navigation of an Oracle Marketing object, in the planning phase, as the object is being created.

Budget Source

Source of funds. It could be a budget or campaign in the case of schedules and also a person in specific cases.

Budget Source Value

The amount being requested, or approved, from a Budget Source.

Budget Thresholds

Alerts that can be raised when a budget is being depleted too quickly or too slowly.

Business Rules

The rules and guidelines which govern how an organization uses an Oracle product.

Business Unit

A grouping of users within the application, defining the organizational structure.

Campaign

Campaign is a framework to plan and manage a marketing initiative. It is a collection of marketing activities designed to support a goal.

Campaign Dashboard

The home page for Campaign Workbench users that helps them identify high and low performing campaigns, view schedule GANTT charts, view their recent schedules, and view and drill down a campaign hierarchy.

Campaign Schedule

A marketing activity that will be executed through a specific channel. These executions may include direct marketing, advertising, direct sales, and events.

Categories

Method for grouping like marketing objects

CCM

Concurrent Manager. For example, approvals workflow requests are batched and then handled by concurrent manager programs.

CDS

Core Data Set

Channel

Channel is the mode of delivery for a schedule. Examples could be a campaign activity executed through the following channels: e-mail, fax, print, Web advertisements, and banners.

COGS

Cost of Goods Sold

Collaboration

Collaboration content is material associated with a marketing activity but is not outbound (that is, not sent out to customers). Sales and external teams involved in the marketing activity use it.

Collateral

Collateral is the outbound, promotional message that customers receive. It could be information about the product or marketing activity such as product data sheets, white papers, promotional flyers, newsletters, cover letters, invitations, and so on.

Control Group

A group of list entries whose members are not contacted through a marketing activity. A Control Group can be specified when a Target Group is being created. Members of a Control Group are usually used to run test marketing activities and the responses are compared with the responses from the target records that are actually contacted, to determine the benefits of marketing to customers who meet the list criteria.

Contact Group

A group of list entries whose members are actually contacted through a marketing activity. A Contact Group is obtained by taking the count of associated lists or segments for a target group, subtracting the number of Control Group records from it, and adjusting for any suppression or duplicate records.

Contact Point

A touch point associated with a marketing object that other applications can direct customers to for further information. Example: a person or Web site may be contacted for more information about a product.

Content Item

A specific instance of a content type. A merchant can create any number of content items that belong to a content type. Example: Product is a content type, a laptop computer is a content item.

Content Type

Content types define the structure of the content item through a set of attributes that constitutes the meta-data to ensure content consistency. In Web Marketing, the content type specifies the type of Web posting. These can be: Product Recommendation, Web Ad, Web Offer.

Cost

Expenditure incurred by marketing and sales activities. Can be paid immediately, or accrued and paid later.

Cost Type

A breakdown of pre-specified cost on each Oracle Marketing object. For example, within a total budget value of $20,000, cost types may be allocated as $10,000 on Mail List Buy and $10,000 on Production/Creative.

CRM

Customer Relationship Management

Custom Setups

Custom setups dictate how an organization will use marketing objects. They enable an organization to use marketing objects to suit the organization's needs through customized, object specific Side Navigation menus.

Customer Master Record(s) (also known as Customer Master Files)

The actual records of customers, prospects, partners, vendors, and so on that are in the Trading Community Architecture stored within the Oracle E-Business Suite. These records are shared across all the modules in the suite.

CSV

A comma delimited data file type

Data Mining

Data Mining is a process used to discover strong, meaningful patterns and relationships in large amounts of data. These patterns and relationships are used to more accurately predict and analyze the behavior of customers and prospects.

Data Sources

Field maps for external data sources

DBA

Database Administrator

Deciles

In data mining, after scoring a target population based on a model, the target population is divided into ten continuous segments called deciles. The deciles are ordered from the highest to the lowest probability of displaying the target behavior. Therefore, the customer records in decile 1 are the most likely to exhibit the target behavior.

Deduplication

To remove duplicate records from a list, the entries are compared based on the deduplication rules specified in the Administration tab. Use of Word Standardization improves the completeness of the deduplication process. (See Word Standardization.)

Deliverables

Deliverables are marketing collateral that you can distribute to customers across multiple channels. Each deliverable is a physical or electronic collateral, which you can associate with a campaign or an event.

Discoverer

Oracle's data query tool

Display Priority

A business attribute of the posting's content type used to prioritize the recommended content for display, based on business objectives. Example: prioritize the recommended products based on price, and display the highest priced product.

DNC

Do Not Contact. A flag in marketing databases and lists indicating people who do not wish to be contacted.

Web Marketing

A group of methodologies used to configure Web sites according to customer preferences and anticipated interests.

ERP

Enterprise Resource Planning

EUL

End User Layer. The EUL provides the mapping between the database attributes and Oracle Discoverer.

Event

A planning tool to execute a marketing activity, such as a trade show, seminar, webinar, or product launch.

Event Promotion

A specific type of Campaign that may be created in Oracle Marketing to promote an Event. It will contain a Campaign Schedule, detailing the executions, and will be linked to the Event.

Event Schedule

An event schedule is a marketing activity executed in one or more venues for an audience.

Fatigue Rules

Rules that prevent marketing teams from over contacting their customer or prospects base. Customers or prospects who have been contacted the specified number of times are removed from the target group of a marketing activity.

Geography

A side navigation link in Oracle Marketing that allows users to define the geographical area (country, region, sub region, state, and city) in which an Oracle Marketing object will be executed.

GUI

Graphical User Interface

Import

A link in the Shortcuts bin of the Audience Dashboard, giving access to the List Import functionality

Initial Budget Amount

See Budget Amount

Interaction

Any interaction (or touch point) with a customer or prospect. For example, contacts may be targeted, and they may respond, register, attend, and evaluate (dependent upon the activity type). Interactions may later be qualified and rated, and may become leads.

Interaction Import

A functionality in Oracle TeleSales that will allow interactions and/or new customer/prospect records to be imported from pre-defined format flat files into customer master records.

Intersect

A value used in List Build and Selection. Use this option to create a selection that includes only the intersect (overlap) of two chosen lists.

iStore

An Oracle product designed for producing electronic commerce Web sites.

JSP

Java Server Page

JTF

Java Technical Foundation

Landing Page URL

A Landing Page URL is a simple and easy-to-remember URL that marketers can define to track responses for Advertising, Fax, and Direct Mail - Print campaign schedules. When end users type in the Landing Page URL in a browser, the associated tracking URL navigates them to the relevant Web page.

Lead

A qualified sales opportunity that results from a marketing or sales activity.

Lists

A list is a group of customers or prospects that meet a specific user-defined criteria. A list is always static.

List Import

A function in which external data, such as a rented or purchased list, may be permanently or temporarily added to an organization's internal customer and prospect data.

List Import Table

A database table where records imported from a rented or purchased list are stored. Records to TCA from the List Import Table.

List Templates

Consist of a set of query criteria and data filters and are used to create lists based on associated Data Sources.

Locking Rules

Determine which fields of particular attributes of a marketing object are locked from update once they are created.

LOV

List of Values

Mandatory Rules

Determine which fields belonging to a marketing object are required.

Marketing Mediums

Execution channels, such as radio, newspaper, television, or billboards through which marketing campaigns are conducted.

Marketing Object

See Object.

Marketing Response

A contact made by a customer or a prospective customer with a vendor as a result of some marketing activity initiated by the vendor.

Merchandising Strategy

An algorithm used to select personalized content items (including products, offers, ads, product reviews) for display on a web site.

MES

Marketing Encyclopedia System, a module in the Oracle E-Business Suite

Messages

Messages are associated with a program or campaign and they are used to distinguish and position a product.

Metrics

Metrics are measurements for forecasting and tracking the effectiveness of marketing activities. You can associate cost, revenue, or other metrics with many marketing objects.

MLS

Multi-lingual Support

MRP

Manufacturing Resource Planning, a module in the Oracle E-Business Suite

Multi Org

Used to describe the capabilities of the Oracle E-Business Suite in dealing with multiple organizations/languages/currencies, and so on.

Natural Language Query

A template that enables the selection criteria for generating a list to be defined just as you would think them in a natural language.

Note Type

Allows users to classify “Notes“ created in Oracle Marketing by their type.

Object

Oracle Marketing uses the term “object“ to refer to various building blocks used in the application. These include:

• Programs

• Campaigns

• Campaign Schedules

• Events

• Event Schedules

• One-Off Events

• Deliverables

• Products

• Offers

• Budgets

OC or OM

Order Capture or Order Management, a part of the Oracle E-Business Suite allowing orders to be created and passed for fulfillment.

Offer

An offer is an incentive designed to entice customers to purchase a product or service.

One-Off Event

An “event“ type object in Oracle Marketing, used to define an event taking place once, in one location only. This allows the user to create an event schedule, without first having to create an event (or a Campaign) plus a schedule.

Opportunity

A sales opportunity, created in Oracle Field Sales, Oracle Telesales, and other sales applications.

Oracle Advanced Outbound

A product used to preprocess marketing campaigns for Oracle TeleSales.

Organization

A company (or other logical grouping of contacts) in TCA

Owner

The name of the person within Oracle who owns or is responsible for the Oracle Marketing object.

Page

A logical entity describing a JSP template or an HTML or OA page. In Web Marketing, Page identifies a placement.

Personalize

A function that allows an Oracle Marketing user to personalize many screens, to produce a listing of chosen columns only, and/or to select filtered or specific data only.

PHP

Personal Home Page.

Placement

An object representing a location on a Web site for displaying content when a Web schedule executes.

Web Posting

A web posting is an object that holds the content type, content selection, and display strategy in Web Marketing. There are two types of web postings: universal and rule-based.

Product

A main tab in Oracle Marketing, giving access to create and manage products, product hierarchies, and product pricing in the Oracle E-Business Suite.

Product Family

A value in several pick lists, giving a choice of products. Messages, campaigns, events, and deliverables may all be associated with specific product families.

Program

Program is an umbrella object used to combine different marketing objects such as campaigns and events, under one entity. Costs, revenues, and metrics of the program components are rolled up and reported at the program level.

Related Products

Related products are user-defined links between different products. You can associate an unlimited number of product relations. Related products are used by various Oracle applications. For example, a call center agent using Oracle TeleSales can use related products to identify cross-sell or up-sell opportunities and prerequisites.

Response

A response can be any communication back from a customer or prospect. After qualification, a response can become a lead. A response that cannot be qualified as a lead can be further targeted with lead maturation programs.

ROI

Return on Investment.

Rollup Cost

A cost metric that is composed of, or calculated as a sum of, other cost metrics. A rollup cost receives its values from lower level marketing object costs.

Rollup Metric

A metric that is composed of, or calculated as a sum of, other metrics. A rollup metric receives its values from lower level marketing objects.

Rule

A set of conditional statements, merchandising strategy, and a rule priority. The merchandising strategy is triggered if all conditional statements are true.

Rule-based Posting

A rule-based posting consists of several rules. Use it to apply different merchandising strategies to different situations as described by the rules conditions.

Schedule Template

Includes information on what is needed to plan and execute a campaign. A specific outbound channel and a specific schedule purpose are associated with a Schedule Template.

Scripts

Scripts provide marketing managers with the ability to follow up on the campaigns with a scripted flow of interactions (either through the Web or a call center). They are used to establish an interactive, personalized conversation with customers.

Segment

Segments are customers that satisfy a specific set of business rules, or selection criteria. Examples could be profitable or non-profitable customers. A segment is dynamic.

SIC

Standard Industrial Classification.

Source Code

The unique code number assigned to each Campaign, Campaign Schedule, Event or Event Schedule within Oracle Marketing. Source Codes are associated with all interactions, and are used in Oracle Leads Management

SQL

Structured Query Language

Status

Seen in many places within Oracle Marketing, the Status field shows where the campaign, event, schedule, deliverable is in the approvals process. Actual values within the pick list vary dependent upon the object.

Style

Styles define the look and feel for content items that are displayed in a Web site placement. Styles are associated with an XSL stylesheet that converts the XML output of the eMerchandising engine into HTML.

Suppression Lists

List of entries used to automatically exclude them from a specific marketing activity. Suppression filters are predefined and applied to all target lists to comply with privacy policies when customers choose to opt out of campaigns and do not wish to be targeted. User-defined filters can also be created and applied globally to all campaigns or to specified campaigns.

Target Accounts

A target account for a campaign or event schedule is the set of people who will be informed about an activity and invited to participate in it. They make up the audience for the schedule.

Targeting Conditions

Conditional statements used to target merchandising strategies to specific users. Targeting conditions may be based on the type of visitor, shopping cart total amount and belonging of a visitor to a segment or a list.

Trading Community Architecture (TCA)

The Oracle customer model (or schema), that serves as a single repository for all data about organizations, customers, contacts, partners, vendors, and relationships.

Triggers

Triggers are used to activate a campaign schedule on a condition or date-based monitor.

Teams

Marketing teams are associated with marketing objects (Campaigns, Events, Deliverables, and so on) and represent users or a group of users with access privileges to these objects. Marketing team members can have full access (read/write) either with or without the ability to Edit Metrics (Budgets, Costs and Revenues, and Metrics) for the marketing object

UI

User Interface

Universal Posting

The content that will be rendered as a Web Ad, Offer, or Product Recommendation using the same merchandising strategy to all the online visitors; however, the strategy may return different personalized content to different visitors.

UOM

Unit of Measure

URL

Universal Resource Locator

VAD

Value Added Distributor

Venue

A specific location that is generally associated with an event

Web ADI

Web Application Desktop Integrator or Web ADI is a tool that brings Oracle E-Business Suite functionality to a spreadsheet, where familiar data entry and modeling techniques can be used to complete Oracle E-Business Suite tasks. Oracle Marketing uses Web ADI to enable marketers to mass create and update Campaign Workbench schedules.

Word Replacement Rules

Rules that govern the comparison of entries during list import to determine whether a duplicate entry is being imported

Word Standardization (sometimes referred to as Word Replacement)

In order to successfully deduplicate a list, words such as street identifiers (Avenue = Ave), first names (William = Bill), and States (California = CA) will be temporarily standardized for the purposes of comparison. The use of Word Standardization does not change the text of the actual records. Names of organizations may similarly be temporarily standardized.

Workbook

A term used in Discoverer. A workbook represents selection criteria that will be applied against records in the database.

Workflow

Oracle Workflow is a product used to track and relay approvals and notifications according to business rules.

Worksheet

A spreadsheet of customers or prospects, or both, extracted from a database by Oracle Discoverer.

YOY

Year over Year / Year on Year.