Oracle Scripting interacts with various components in the Oracle Applications suite. Although Scripting can be executed alone, it is typically used in combination with various other applications. For example, Scripting is typically launched from an Oracle business application. If using Oracle Scripting from Oracle TeleSales, you must first administer campaigns in Oracle Marketing and Oracle Sales Online.
Additionally, in order to execute survey campaigns using the survey component of Oracle Scripting, Oracle Marketing lists are required.
The following Oracle Marketing and Oracle Sales Online administration tasks are included in this document to provide a single location for campaign administration and list administration information required for Oracle Scripting.
This section includes the following topics:
To launch a specified script from Oracle TeleSales, you must perform campaign administration steps in Oracle Marketing.
Note: The administrative tasks described here for campaign management are performed in previously existing components of the Oracle Marketing user interface, accessible from the Campaign tab.
Campaign schedules can now also be created using the Campaign Workbench tab, a new feature as of Oracle Marketing release 11.5.10 that streamlines some tasks. The Campaign Workbench provides an alternate method to create campaign schedules. From this UI you can also associate scripts with a campaign schedule. You cannot associate scripts to a campaign (this can only be done from the Campaign tab).
For specifics on using the Campaign Workbench, refer to Oracle Marketing User Guide.
You can perform the following tasks:
Use this procedure to create a campaign in Oracle Marketing.
None
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
Steps
From the Oracle Marketing administration console, click the Campaign tab.
The Campaigns page appears, displaying a summary view table of any existing campaigns.
Click Create.
The Create Campaign page appears.
In the Setup Type field, perform the following:
Type your search criteria for a setup type and click the search icon.
Note: You can use the % wildcard for database searches.
For example, to create a campaign, type Campaigns and click the search icon.
Setup type is determined by the business application with which the campaign is used. Select a setup type of Campaigns if using Oracle TeleSales.
The Campaign Selector page appears, listing results matching your search criteria.
Optionally, refine your search. You can use the % wildcard character anywhere on this page.
In the Setup Name list, click the appropriate hyperlink.
If using Oracle TeleSales as your business application, click Campaigns.
The Campaign Selector page closes, and the Create Campaign page refreshes, listing the item you selected.
In the Name field, type a name for this new campaign.
For example, type TestCampaign.
Optionally, in the Program field, perform the following:
Type your search criteria for a setup type and click the search icon.
The Program Selector page appears, listing results matching your search criteria.
Optionally, refine your search. You can use the % wildcard character anywhere on this page.
In the table of programs, click the appropriate hyperlink.
The Program Selector page closes, and the Create Campaign page refreshes, listing the item you selected.
If creating a campaign for use with other applications, you can optionally enter the Source Code.
Optionally, from the Business Unit list, select a business unit.
In the version field, type a version number.
When creating a campaign with the same name as an existing campaign, only one version is active at a time. This field allows you to designate the new version as active.
Optionally, from the Purpose list, select a purpose for the campaign.
Optionally, in the Start Period field, perform the following:
Type your search criteria and click the search icon.
The Period Selector page appears, listing results matching your search criteria.
Optionally, refine your search. You can use the % wildcard character anywhere on this page.
In the period list, click the appropriate hyperlink.
The Period Selector page closes, and the Create Campaign page refreshes, listing the item you selected.
Optionally, to enter an end period, in the End Period field, repeat step 10.
In the Start Date field, perform the following:
Click the Date Picker widget.
The Select a Date window appears.
Using the controls, navigate to the appropriate month and year if required. Then, click on the appropriate date.
The Select a Date window closes, and the Create Campaign page refreshes, listing the item you selected.
To enter an end date, in the End Date field, repeat step 12.
From the Currency list, ensure the appropriate currency is displayed. If not, select it from the list.
Optionally, from the Priority list, select a priority for the campaign.
In the Owner field, ensure the appropriate owner name is displayed. If not, type the appropriate search criteria and select the appropriate owner from the list.
The current username populates this field by default.
Optionally, if a global campaign, select Global.
In the Country field, ensure the appropriate country is displayed. If not, type the appropriate search criteria and select the appropriate country from the list.
Optionally, if a confidential campaign, select Confidential.
A confidential Campaign cannot be viewed by people outside of the team.
From the Language list, ensure the appropriate language is displayed. If not, type the appropriate search criteria and select the appropriate language from the list.
Optionally, if you intend to use this campaign as a template on which to build other campaigns, select Template.
Optionally, in the description text area, type a description of this campaign.
Review your campaign parameters and modify as required. When satisfied, click Create.
The Create Campaign page refreshes, becoming the Campaign Details page. A confirmation that a new item has been created appears on the top of the page.
If required, make any changes at this time and click Update to save your work.
Use this procedure to create a campaign schedule in Oracle Marketing.
A campaign must already exist to which you want to associate a schedule.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
Steps
From the Oracle Marketing administration console, click the Campaign tab.
The Campaigns page appears, displaying a summary view table of any existing campaigns.
Click the campaign for which you want to create a campaign schedule.
For example, click TestCampaign.
The Campaign Details page appears.
From the side panel, click the Execution hyperlink.
The Campaign Details - Campaign Schedule page appears.
Click Create.
The Create Campaign Schedule page appears.
From the Setup Type field, select the appropriate setup type.
For example, for campaign schedules to be used with Oracle Advanced Outbound Telephony, select Direct Marketing - Telemarketing.
If using a custom setup type to avoid the budget approval step, select the custom setup type.
The Activity Type and Activity fields will auto-populate.
In the Name field, type a name for this new campaign schedule.
For example, type TestCampaignSchedule.
From the Language list, ensure the appropriate language is displayed. If not, select the appropriate language from the list.
In the Coordinator field, ensure the appropriate campaign schedule coordinator name is displayed. If not, enter the appropriate search criteria and select the appropriate coordinator from the list.
The current username populates this field by default.
Optionally, in the Source Code field, type a unique source code if not already populated. To use the source code of the parent campaign, select Use Parent Source Code.
In the Activity and Activity Type lists, ensure the values specified by the campaign schedule setup type are displayed.
Optionally, in the Marketing Medium field, enter the appropriate search criteria and select the appropriate marketing medium from the list.
From the Currency list, ensure the appropriate currency is displayed. If not, select it from the list.
From the Time Zone list, ensure the appropriate time zone is displayed. If not, select it from the list.
This time zone setting should match the time zone for the geographic location where the campaign schedule activity takes place.
In the Start Date field, perform the following:
Click the Date Picker widget.
The Select a Date window appears.
Using the controls, navigate to the appropriate month and year if required. Then, click on the appropriate date.
The Select a Date window closes, and the Create Campaign Schedule page refreshes, listing the item you selected.
Optionally, to enter an end date, in the End Date field, repeat step 14.
Optionally, in the Start Time fields, select the appropriate hour, minute, and AM/PM designation from the list.
Optionally, in the End Time fields, select the appropriate hour, minute, and AM/PM designation from the list.
Optionally, from the Objective list, select the appropriate objective for this campaign schedule.
Objectives may not appear in the list of values, based on previous selections.
Optionally, from the Priority list, select the appropriate priority for this campaign schedule.
Optionally, in the description text area, type a description of this campaign schedule.
Ensure that the Do Not Use Trigger option is selected. When this option is selected, no values appear in the Trigger Condition list.
Optionally, to enter approval conditions, in the Execute After Approval by field, search for and select an appropriate approving authority.
Optionally, in the Send Notification to field, search for and select the users whom you want to be notified of the approval.
If using notifications, in the Subject field, enter an e-mail message subject for the approval notification.
If you want to use an e-mail template for the notification, in Template field, search for and select the appropriate template.
Review your campaign schedule parameters and modify as required. When satisfied, click Create.
The Create Campaign Schedule page refreshes, becoming the Campaign Schedule Details page.
If required, make any changes at this time and click Update to save your work.
Use this procedure to associate a particular deployed Script Author script to a campaign schedule for use in a business application. Thereafter, this association is applied to all users of the campaign schedule.
A valid campaign and campaign schedule must be defined.
At least one appropriate script must be deployed from Script Author to the applications database.
If custom code is referenced in the script, that code must be available to the Scripting Engine at runtime.
You must know whether the script is an inbound or outbound script.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
Steps
From the Oracle Marketing administration console, click the Campaign tab.
The Campaigns page appears, listing a summary view table containing all existing campaigns created by the current user.
From the Name field in the table, select the appropriate campaign.
Note: This campaign must contain the campaign schedule under which your target group resides.
The Campaign Details page appears.
From the side panel, click Execution.
The Campaign Details - Campaign Schedule page appears, displaying a summary view table of all campaign schedules associated with the selected campaign.
From the Name field in the table, click the campaign schedule to which you want to associate a script.
The Campaign Schedule Details page appears.
From the side panel, click Collaboration.
The Campaign Schedule Details - Contact Points page appears, displaying the contact points table, which lists any existing Oracle Scripting script associated to the selected campaign schedule.
From the Type list, select Inbound Script or Outbound Script, as appropriate.
In the Name field, search for and select the name of the specific script you want to associate.
The Campaign Schedule Details - Contact Point page refreshes, populated with the selected values.
To save the selected values, click Update.
The Campaign Schedule Details - Contact Point page refreshes, indicating that the selected script is now associated with the campaign schedule.
If you wish to associate any other script with this campaign schedule, repeat steps 6 and 7 above.
Use this procedure to associate a particular deployed Script Author script to a campaign for use in a business application. Thereafter, this association is applied to all users of the campaign.
A valid campaign must be defined.
At least one appropriate script must be deployed from Script Author to the applications database.
If custom code is referenced in the script, that code must be available to the Scripting Engine at runtime.
You must know whether the script is an inbound or outbound script.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
Steps
From the Oracle Marketing administration console, click the Campaign tab.
The Campaigns page appears, listing a summary view table containing all existing campaigns created by the current user.
From the Name field in the table, select the appropriate campaign.
The Campaign Details page appears.
From the side panel, click Collaboration.
The Campaign Details - Contact Point page appears, displaying a table listing any existing Oracle Scripting scripts associated to the selected campaign.
From the Type list, select Inbound Script or Outbound Script, as appropriate.
In the Name field, search for and select the name of the specific script you want to associate.
The Campaign Schedule Details - Contact Point page refreshes, populated with the selected values.
To save the selected values, click Update.
The Campaign Details - Contact Point page refreshes, indicating that the selected script is now associated with the designated campaign.
If you wish to associate any other script with this campaign, repeat steps 5 and 6.
To associate agents with campaign schedules or vice versa, you must perform campaign administration steps in Oracle Sales Online.
You can perform the following tasks:
Use this procedure to assign one or more agents to a campaign schedule in Oracle Sales Online.
None
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Sales Online Super User
Steps
From the Oracle Sales Online administration console, click the Administration tab.
Note: To enable you to access this tab, your Oracle Applications account must be a member of a valid sales group. If the required group does not yet exist, it should be created prior to importing the administrator as a CRM resource. Groups and group membership are administered in CRM Resource Manager.
Click the Sales subtab.
From the side panel, under Call Center, click Agent Assignments.
The Resource Assignment page appears.
In the Schedule Name area, click Go.
The Valid Campaign Schedules page appears.
If the campaign schedule you want to assign does not appear, then in the Campaign Schedule Name field, search for and select the appropriate campaign schedule.
For example, type TestCampaignSchedule and click Search.
The Valid Campaign Schedules page refreshes, showing a list of valid campaign schedules that meet your search criteria.
In the Valid Campaign Schedules page, in the Select column, select one or more appropriate valid campaign schedules and click Ok.
The Resource Assignment page refreshes, listing the valid campaign schedules you selected.
Under the Assign To heading, select Resource.
From the Current Resource Assignments area, click Add Resource.
The Resource Assignment page refreshes. The Current Resource Assignments table includes one or more rows, with text fields under the Resources column.
In the Resource field, perform the following:
Type search criteria for an agent (by agent's last name) and click Go.
The Resources Selector page appears, displaying results of your search.
Optionally, refine your search.
You can use the % wildcard character anywhere on this page.
In the resources list, click the appropriate hyperlink.
The Resources Selector page closes, and the Current Resource Assignments list on the Resource Assignment page refreshes, listing the specified agent name you selected.
Repeat the previous step as required for all agents. When satisfied, click Update.
If necessary, repeat steps 5 through 10 for each campaign schedule you want to assign.
Use this procedure to assign one or more campaign schedules to agents in Oracle Sales Online.
None
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Sales Online Super User
Steps
From the Oracle Sales Online administration console, click the Administration tab.
Note: To enable you to access this tab, your Oracle Applications account must be a member of a valid sales group. If the required group does not yet exist, it should be created prior to importing the administrator as a CRM resource. Groups and group membership are administered in CRM Resource Manager.
Click the Sales subtab.
From the side navigation bar, under Call Center, click Campaign Assignments.
The Campaign Assignment page appears.
In the Assign To area, select Resource and click Go.
The Resources page appears.
If the resource you want to assign is not in the Resources list, then in the Resource Name field, perform the following:
Type search criteria for an agent (by agent's last name) and click Search.
The Resources page refreshes, displaying results of your search.
Optionally, refine your search.
You can use the % wildcard character anywhere on this page.
In the Select column, select one or more appropriate valid resources and click Ok.
The Campaign Assignment page refreshes, listing the valid resources you selected.
Click Apply.
The Campaign Assignment page refreshes.
Under the Current Campaign Assignments heading, click Add Campaign.
The Campaign Assignment page refreshes. The Current Campaign Assignments table includes one or more rows, with text fields under the Name column.
In the Name field, perform the following:
Type search criteria for a campaign schedule and click Go.
The Valid Campaign Schedules selector page appears, displaying results of your search.
Optionally, refine your search.
You can use the % wildcard character anywhere on this page.
In the campaign schedules list, click the appropriate hyperlink.
The Valid Campaign Schedules selector page closes, and the Current Campaign Assignments list on the Campaign Assignment page refreshes, listing the schedules you selected.
Repeat the previous step as required for all campaign schedules. When satisfied, click Update.
Successful assignment of a campaign schedule to an agent is indicated by a confirmation message at the top of the page.
Note: The administrative tasks described herein for list management are performed in previously existing components of the Oracle Marketing user interface, accessible from the Audience tab.
Oracle Marketing release 11.5.10 and later includes an Audience Workbench tab, from which list administration can be performed. For specifics on using the Audience Workbench, refer to Oracle Marketing User Guide.
Using the Survey component of Oracle Scripting, lists created with the list management features of Oracle Marketing are used as the contact sources for executing the survey campaign using e-mail as the media channel. The list must already exist at the time you define a deployment for a survey campaign. The list can be created from the Audience tab of the Survey Administration Console, or the Audience tab of the Marketing Administration Console. These lists are passed to Oracle One-to-One Fulfillment. Oracle One-to-One Fulfillment uses a master document (an electronic mail message in HTML format), and an associated query, to merge variables into the message at time of execution. The combination of e-mail master document and the query are referred to in Oracle One-to-One Fulfillment as a template. Upon execution of a concurrent request, the Fulfillment engine executes the query. For each list member, the data retrieved from the query is merged into a copy of the master document, personalizing the HTML invitation or reminder with unique data.
At minimum, an invitation or reminder master document template includes as merge field variables each list member's e-mail address, and the survey URL. For list-based surveys, the URL contains a parameter to uniquely identify each respondent. This respondent identification code (rID) ties each response to its originating list member.
Typically, some other data from the Oracle Marketing list (for example, title of address, first name, last name, organization, organization address information, country, and so forth) are used in the master document as a merge field variable to personalize the e-mail message. From a survey perspective, the only merge field variables required are respondent e-mail address and survey URL. The minimum set of merge fields that are required in the Oracle Marketing list may be larger, and require certain fields, based on the method of populating the list with records and the specified list type.
The merged HTML documents are then sent to the electronic mail server designated by Oracle One-to-One Fulfillment. When the message is sent out by the mail server, all list members with valid e-mail addresses receive the message as an invitation (or reminder) to participate in a Web-based survey. Clicking on a hyperlink or otherwise accessing the unique survey URL contained in the invitation results in a Scripting Engine interaction in the Web interface as the respondent participates in the survey.
This model is only possible with one or more valid lists, which must be created and defined using Oracle Marketing functionality.
This section includes the following topics:
There are various uses for lists, and correspondingly various ways to identify records to load into an Oracle Marketing list. The list creation itself is a simple process resulting in a list object, at first an empty container awaiting records. Thereafter, you must identify a record source, add the records to the list, and generate the list.
This document assumes the Marketing Administration Console is used for these steps. However, the list management features of Oracle Marketing are also accessible from the Survey Administration Console under the Audience tab, which corresponds to the Audience tab in the Marketing Administration Console. Each appropriate subtab or side panel link required for Oracle Marketing administration can be accessed from either administrative console. If administering lists from the Survey Administration Console, the survey administrator must also be assigned the appropriate marketing responsibility.
Use this procedure to define a list in Oracle Marketing. Until record sources are subsequently defined for the list, it will remain in Draft status.
You must know the list type and source type before creating a list. For more information, see Oracle Marketing product documentation.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
List types are not enforced by all applications. Manual lists can have each list entry manually designated from existing records. For all other lists, including lists that will be populated by Oracle Discoverer workbook, use Standard. Suppression lists contain list entries that other lists can use to filter out or suppress, effectively creating a stop-list mechanism that can be used for various other lists. Suppression lists are generally not used as lists of contacts to execute a campaign.
A list source type is a concept used by Oracle Marketing to define how fields from the database map to the columns of a list entry, and which fields will be populated. A list entry, stored in the table AMS_LIST_ENTRIES, has many data fields. Two typical source types are Persons and Organization Contacts. These list source types define whether a set of list entries are contacts in an organization (in which case certain fields related to an organization are required, such as Organization, Organization Contact, and Country) or are persons (no organization information is necessary, but FIRSTNAME and LASTNAME are required). For the Organization Contacts source type, the PARTY_ID field contains the name of the organization, and the P_CONTACT_PARTY_ID field contains the name of the individual. However, for the Persons source type, the PARTY_ID field contains the name of the individual, and the P_CONTACT_PARTY_ID field is null.
Steps
From the Oracle Marketing administration console, click the Audience tab.
The Organization page appears.
Click the List subtab.
The Lists page appears.
Click Create.
The Create List page appears.
In the Name field, type a name for your list.
From Type list, select Standard or Manual.
This field cannot be modified after the list is saved.
From the Source Type list, select the source type you want to use with your list.
This field cannot be modified after the list is saved.
Two typical source types for a list are Persons and Organization Contacts. These map to fields in the TCA architecture. Other source types can be added in Oracle Marketing if necessary (for example, from HR, the Employees source type). For more information, see Guidelines.
If the appropriate person is not populated in the Owner field, do the following:
In the Owner field, type your search criteria and click the search icon.
You can use the % wildcard search character if it is the second or subsequent character in your search string. For exact title matches, enter search criteria using the syntax <Lastname>, <Title> <Firstname>. For example, to obtain the record Mr. George Washington, type Washington, Mr. George and click the search icon.
In the Resource Selector page, refine your search criteria if necessary.
From the resulting list on the Resource Selector page, click the name of the appropriate owner.
The Resource Selector page closes. The Create List page refreshes, containing the selected value.
Optionally, in the Description field, type a description or purpose for this list.
Click Create.
The Create List page refreshes, becoming the List - Main page.
If successful, at the bottom of the page, confirmation messages appear, indicating that the record has been created and updated.
You must identify record sources to populate lists with list entries. Oracle Marketing lists can be populated in one of three ways:
Importing a list from a flat file of comma-separated values.
Manually building a list from existing records in other Oracle Marketing lists or in the TCA architecture.
Using Oracle Discoverer Workbook from Oracle Marketing to identify list details and conditions to serve as a query to generate a list from the TCA architecture.
You can perform the following tasks:
Use this procedure to import record sources into an Oracle Marketing list. Data types that can be imported include:
Event registrations
Leads
Organizations, Contacts, Addresses
Persons, Addresses
An Oracle Marketing list must already exist.
You must have a flat file available on your computer's local file system or network, or available using the file transfer protocol.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
When you select an import type, you determine which fields, at minimum, are required to be included in the list. Note that fields in addition to those marked by an asterisk may be required, due to varying business rules related to the purpose for the list.
Based on import type, the following fields are required:
.
| Import Type | Intended Use | Required Fields |
|---|---|---|
| Event Registrations | Event Registrations |
|
| Leads | Leads |
|
| Organizations, Contacts, Addresses | Organizations, Contacts, Addresses |
|
| Persons, Addresses | Lists of persons only |
|
| Persons, Addresses | Lists of persons and their addresses |
|
| Any import type to be used with the survey component of Oracle Scripting | Targeted survey campaigns |
|
If creating lists for use with the survey component of Oracle Scripting, you must include the survey URL as a field.
When specifying additional details, if the description import type is a rented list, you must supply either an expiration date, a number of uses, or both.
If the source set in the Additional Details page is Purchased List, the records from your import file will be added to the Customer Master list. This may also be true for the Others source type, based on your configuration.
Steps
From the Oracle Marketing administration console, click the Audience tab.
Click the Import subtab.
The Imports page appears.
Click Create.
The Import: Introduction page appears.
From the Import Wizard list, select the type of record source you want to import, and click Next.
See the Guidelines for information on record source types.
The Import Step 1a: Definition page of the import wizard appears.
In the Name field of the import wizard, type a name for the record source you want to import.
Optionally, in the description field, type a description of this record source.
In the Source File area, designate the location of the record source you want to import, and provide details on how the record source is organized.
Optionally, from the Character Set list, select a character set if different from the default selection.
To locate a file on your computer's file system, select the Client option. To locate a file elsewhere on the network, click Server. To use the file transfer protocol to obtain the list, click FTP.
Click Go.
The Import List window appears.
From the Import List window, click Browse....
The Choose File window appears.
Navigate to the appropriate comma-separated or ZIP file, select it, and click Open.
The Choose File window closes. The Import List window refreshes, with the path and file name of your selection populating the appropriate text field.
From the Import List window, click Submit.
The Import List window closes. The Definition page refreshes, with your selection populating the appropriate text field.
From the Column Delimiter list, ensure the appropriate delimiter type is selected.
For example, if using comma-separated values, ensure Comma is selected.
From the Field Enclosed By list, ensure the appropriate field symbol used in the import file is selected.
Fields in the import list can be separated by commas, double quotation marks, semicolons, or single quotation marks. Select the choice that reflects the symbol used to enclose each field within each record in the source list you want to import.
If the list record source contains file headers such as column definitions, check the File Header Exists box. Otherwise, clear this box.
If you select this option, the first row of the import file will display as field names in the Source Fields area when mapping fields. Otherwise, the fields in the Source Fields area appear as Field1, Field2, Field3, etc.
Optionally, if merging lists or otherwise removing duplication, perform the following:
In the Remove Duplications Using Rule field, enter search criteria for rules to remove duplicate records in the list, and click the search icon.
The DeDuplication Rule LOV window appears.
In the DeDuplication Rule LOV window, refine your search criteria if necessary.
From the resulting list, click the name of the appropriate rule.
The Definition page refreshes, containing the selected value.
Optionally, select the Use Word Standardization option.
Click Next.
For record sources of the lead or event registration import types, the Import Mapping page of the import wizard appears. Proceed to step 11.
For record sources of the Organizations, Contacts, Addresses import type or the Persons, Addresses import type, the Import Step 1b: Additional Details page of the import wizard appears.
Optionally, in the provided fields, enter additional information about the record source you want to import.
If the description import type is a rented list, you must supply either an expiration date, a number of uses, or both.
Click Next.
The Import Mapping page of the import wizard appears. From here you can import existing mappings, designate new mappings, and view records in the record source you want to import in the Preview field.
To map fields using an existing mapping, in the Load Existing Mapping field, search for and select the appropriate existing mapping. Verify that the required fields (fields preceded with an asterisk in the Target Fields column) are all included in the mapping, and make changes if required.
Optionally, you can save or rename a mapping.
To create a new mapping, establish a match between the source fields from your record source and the target fields derived from the Oracle TCA architecture. Match each set of fields in the order used in your record source. This order (as well as the first few records in your record source) is displayed in the preview field below.
For example, if the first entry in the Preview Count window is George, click Field1 or PERSON_FIRST_NAME in the Source Fields list and Person First Name Target Fields list.
Click the right arrow to confirm the first field mapping.
In the Mapping: Source to Target column, the correlation you designated between the field in your record source and the field in the TCA architecture appears.
Repeat steps 12 and 13 above for each source field you want to include in your list, until complete.
Each field designated in the final target mapping must have a corresponding record in the Target Fields list.
The converse is not true. You may exclude from the final mapping some fields in the source fields list, as long as they are not required fields as designated by an asterisk in the Target Fields list. Data from excluded fields will not become part of the list. If you exclude some source fields in your final target mapping, your list may not pass validation used by applications such as Oracle Advanced Outbound Telephony.
Click Next.
If successful, a confirmation appears on the Import Step 3: Review page of the import wizard. If required fields are missing, click Cancel and add them to the record source for each record for subsequent importation. If fields are mismapped, click Restore to clear the mapping page and remap until successful.
For two import record source types (both Organizations, Contacts, Addresses and Persons, Addresses), you can automatically generate the list during the import process. To do this, click the Generate a List upon Import box.
Note: If you select this option, you do not need to perform the task described in Generating a List.
Click Import.
The Confirmation page appears, displaying a confirmation note stating that the list has been submitted for processing.
If you want to import another record source, click New Import. Otherwise, click Finish.
Using the Add List Entries - Contact Search page, you can search for existing records in the TCA architecture or from an existing Oracle Marketing list, and add them as a list entry on a specified list. You can search by person information, address, organization information, or you can find records for a specified organization based on the individual's relationship to the organization.
Use this procedure to manually select list entries from existing records in the TCA architecture or from an existing Oracle Marketing list.
An Oracle Marketing list must already exist.
The list entries you want to create must already exist.
You must have information from which to query records to add list entries to the Oracle Marketing list.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
Steps
From the Oracle Marketing administration console, click the Audience tab.
Click the List subtab.
The Lists page appears.
From the Name column of the lists list, click the appropriate hyperlink to select the existing Oracle Marketing list to which you want to add entries.
For example, click TestList.
The Lists - Main page appears.
From the side panel, click Entries.
The List Entries page appears.
Click Add to List.
The Add List Entries - Contact Search page appears.
Enter your search criteria and click Search.
The Add List Entries - Search Results page appears, with a list of all records that match your search criteria.
Refine your search criteria if necessary.
In the Select column of the Add List Entries - Search Results page, mark each appropriate record that you want to include as a list entry in the selected list.
Note: All list entries must have valid e-mail addresses in order to receive invitations or reminders to participate in a survey.
Note: For testing purposes, Oracle recommends that you add yourself as a list entry. Ensure a valid e-mail address is associated with your list entry record.
Click Add to List.
The Confirmation List Entries page appears. The designated contacts are added to the specified list.
Make any changes if required, and click Update.
Once the list is generated, it can be used in a survey campaign deployment.
Click Return to List Entries to verify that the selected entries were added to the appropriate list.
Make any changes if required, and click Update.
For example, add an e-mail address to any missing list entries, and click Update.
Oracle Discoverer is interface software available from the Marketing Administration Console that allows users to view and select records from complex database structures without requiring knowledge of those structures or knowledge of Structured Query Language (SQL). Discoverer generates workbooks, which are lists of records similar in design to a spreadsheet. Workbooks may then be used to generate Oracle Marketing lists or to provide a SQL statement for a segment.
Use this procedure to create an Oracle Discoverer workbook from Oracle Marketing. Using the folders provided in the Oracle Discoverer layer of Oracle Marketing to define record sources for a list provides access to many data fields in the TCA. The workbook parameters are executed when the list is generated.
Oracle Discoverer must be appropriately implemented and configured for use in Oracle Marketing.
You must have the appropriate responsibility and requisite group roles and membership to access the Discoverer component. For more information, see Oracle Marketing product documentation.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
Steps
From the Oracle Marketing administration console, click the Audience tab.
Click the Discoverer subtab.
Oracle Discoverer application launches in a separate browser window. The Open Workbook window appears.
Click Create a new workbook.
The Open Workbook window refreshes with added display information options.
Ensure the Table display option is selected.
Click Next.
The Select Items window appears.
From the Available list, select the appropriate list management option.
For example, select Marketing Online Organization List Management.
The Select Items window refreshes, showing folders appropriate to the option you selected. You can drill down into each folder by clicking the plus sign.
From the folder area of the Available list, select the appropriate folder.
For example, for a list based on organizations, select Organization Contact List Details, or for a person or address list, select Marketing Online Person List Management.
Click the plus sign preceding the folder to display the folder's contents.
The Select Items window refreshes, showing fields in the database associated with your selection.
Select Mandatory Identifier and click the select arrow between the Available list and the Select list to move that field to the Select list.
Add to the select list all other mandatory fields.
Include in the select list all fields preceded with the word "Include." Other fields may be mandatory, based on the purpose for the list.
For example, for an organization list, you must also select the Party Site Identifier, Email Address, Person First Name, Person Last Name, and Person Title fields.
Review your field selections. When satisfied, click Next.
Click Next.
The Table Layout window appears. No data is required for this window.
Click Next.
The Format window appears. No data is required for this window.
Click Next.
The Conditions window appears.
Optionally, enter any conditions by doing the following:
From the Conditions window, click New.
The New Conditions window appears.
Optionally, in the name field, type a name for the new condition.
Optionally, in the description field, enter a description for the new condition.
In the Formula area, start defining the condition. From the Item list, select the appropriate item for which you want to create a condition.
Each field in the Item list is preceded by its parent list management option and a period. For example, the Mandatory Identifier is named Organization Contact Details List.Mandatory Identifier.
In the Formula area, from the Condition list, select the condition operator.
For example, select the equal sign.
In the Formula area, in the Values list, type a new value, or select Create Calculation... to create a calculation, Select Item... to select an item, or New Parameter... to define a new condition parameter.
For example, type an organization ID.
If your condition is case-sensitive, ensure the Match case option is selected. If not, click to clear this option.
Check your condition parameters. When satisfied, click OK.
The New Conditions window closes.
To add additional conditions, repeat 15.1 through 15.8 of this step.
Click Next.
The Sort window appears.
Note: Do not include any sort conditions in your workbook. Generation of a list of list type Standard remains in Draft status if (a) a Sort condition is included in the workbook, or (b) if all the required fields (Party Id, Mandatory Identifier, One of the Include fields, Title, email Address, First name, Last Name) are not included in the workbook.
Click Next.
The Calculations window appears.
Optionally, add a calculation. When finished, click Next.
The Percentages window appears.
Optionally, add a percentage. When finished, click Next.
The Totals window appears.
Optionally, add a total. When finished, click Next.
The Parameters window appears.
Optionally, add a parameter.
Click Finish.
The Parameters window closes. After processing, your new workbook displays.
From the File menu, select Save As..., type a name for your workbook, and click Save.
To exit Oracle Discoverer, from the File menu, select Exit.
After creating a list and identifying record sources, records must be added to the list. Use this procedure to add records to a list in Oracle Marketing.
Note: If you selected the Generate a List upon Import box when importing records of source type Organizations, Contacts, Addresses or Persons, Addresses, this procedure is not required.
An Oracle Marketing list must already exist.
Record sources must already be identified.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
When designating an order for list selection, each record source in the list must contain a unique number. The lowest numbered record source will be used first.
The first record source must be of type "include" so that records will be included in the list. Designate all record sources to include prior to designating record sources to exclude.
The Source Types (Organization Contacts or Persons) should be the same for all the items (lists, workbooks, segments) used in the operation (Include, Exclude, or Intersect) and the main list that you've created.
If one of the list sources is a suppression list or another list of type "exclude," designate this last in the list selection page, to ensure that records to be included will exist in the set from which exclusions are to occur.
When designating the operation type, use the following criteria:
Use Include to add all entries in the record source to the list. Include is a required operation for the first record source to be used.
Use Exclude to remove from the final list any entries in the specified record source. Exclude is generally used to remove a set of entries from a larger record source that is included in the list.
Use Intersect to designate a second or subsequent primary list criteria. The list sources to be included must be listed prior to the record source designated as an Intersect record source. For example, to intersect a record source of people making over $100,000 with a record source of people living in Montana, the resulting list will contain entries for people living in Montana who make more than $100,000. Thus, incorporation order is crucial, as other criteria must precede the Intersect designation.
When designating record source types, use the following criteria:
If adding records from an existing import list, select Import List.
If adding records using an existing SQL statement, select SQL.
If adding records using an existing marketing segment, select Segment.
If adding records from an existing Discoverer Workbook, select WorkBook. Select the Type.
Steps
From the Oracle Marketing administration console, click the Audience tab.
Click the List subtab.
The Lists page appears, displaying a summary view table of all existing lists.
From the table, click the name for the list into which you want to add records.
The List - Main page appears.
From the side panel, click Selections.
The List Selections page appears.
In the first row:
Type an integer designating the order in which you want the first record source to be incorporated into the list. The lowest numbered record source will be used first. For more information, see Guidelines.
From the Operation list, select an operation type. Operations available are Include, Exclude and Intersect. For more information, see Guidelines.
From the Type list, select a record source type. Valid record source types include Import List, List, SQL, Segment, or WorkBook. For more information, see Guidelines.
In the Name field, search for and select the name of the record source you want to use to provide record entries to this list.
If an Include operation, in the Dedupe Rank field, type a deduplication rank for the record source.
A deduplication rank determines which record to retain when a user removes duplicate records after the list has been generated. Deduplication occurs only during an Include operation, in which cases it is a required parameter.
Optionally, if an Include operation, in the Percent of Records field, type an integer designating the percentage of records in the record source you want to include in the list.
For example, if the named record source contains ten thousand records and you only wish to import one thousand, type 10 in this field.
Repeat step 5 for each additional record source you want to include, exclude, or intersect to compose this list.
Review your list selection criteria. When satisfied, click Update.
The List - Selection page refreshes, displaying a confirmation message.
After creating a list, identifying, and adding record sources to the list, the list must be generated to populate the list with all required records. Use this procedure to generate a list prior to executing a survey using the list.
Note: If you selected the Generate a List upon Import box when importing records of source type Organizations, Contacts, Addresses or Persons, Addresses, this procedure is not required.
An Oracle Marketing list must already exist.
Record sources must already be identified.
Record sources must already be added to the list.
The AMS Marketing Approvals Process concurrent program needs to be running in order to generate Standard Lists (from a workbook, from SQL, or from import lists) and to change their status to Available. Otherwise, the list status will be trapped in Generating status. For Manual Lists, there is no requirement to run this process. For more information, refer to Oracle Marketing product documentation.
Log into Oracle applications using the CRM Home Page login, or the Single Sign-On login if implemented.
Oracle Marketing Super User
Steps
From the Oracle Marketing administration console, click the Audience tab.
Click the List subtab.
The Lists page appears, displaying a summary view table of all existing lists.
From the table, click the name for the list which you want to generate.
The List - Main page appears.
From the side panel, click Generation.
The List - Generation page appears.
If you want to generate the list now, click Generate immediately.
If you want to schedule a time and date to generate the list in the future:
Click Generate at a future time.
Using the date control widget, specify the target date on which to generate the list
Using the hour, minute, and AM/PM lists, specify the time to generate the list on the specified date.
From the time zone list, specify the appropriate time zone.
From the Generation Type, confirm that the selected type is appropriate. If not, select the appropriate generation type from the list.
Click Update.
The List - Generation page refreshes to display a confirmation message.
A campaign can be generally described as a focused effort to achieve a particular goal from a targeted population over a specific period of time for a particular business purpose.
From an Oracle Applications perspective, marketing campaigns are the vehicle for putting information about an organization's products, services, offers, and messages in front of customers and potential customers. Campaigns are created and administered in Oracle Marketing and used by various Oracle business applications. Although sometimes referred to as a marketing campaign, Oracle Marketing campaigns can also be used for sales, telesales, service, teleservice, and for any business purpose.
From an Oracle Scripting perspective, there is another type of campaign that meets the general definition: a survey campaign. This is the collection of business requirements required to execute a script as a survey in a Web browser using the Scripting Engine Web interface. Survey campaigns are created using the Survey Administration console. These will always be referred to specifically as survey campaigns.
Campaigns are a fundamental entity for Oracle Marketing, and campaign attributes are prerequisites or dependencies for various Oracle business applications. For example:
To specify a particular script to launch when clicking the View Script button in Oracle TeleSales, a campaign must be defined, campaign schedules associated with the campaign must be defined (including a script associated with the schedule), and agents must be assigned to the schedule or vice versa.
The same set of campaign administration steps is required:
To specify a specific script to launch automatically in Oracle TeleSales upon call delivery to the agent
To specify a specific script to launch automatically upon start of interaction in Oracle TeleSales
Campaigns are also required in order to associate Oracle Marketing lists. These lists are sets of customer contact information derived from records in the Oracle Applications Trading Community Architecture (TCA).
Oracle Advanced Outbound Telephony requires use of the campaign schedules created using Oracle Marketing. Each of these campaign schedules can be targeted for different execution channels. For example, a marketing campaign can have a campaign schedule associated with it that is targeted for e-mail execution, and another campaign schedule associated with the campaign that is targeted for telephony execution.