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Oracle® CRM On Demand Marketing
Release 5.4.10
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Contents
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Access to Oracle Support
Related Documents
Conventions
What's New in This Release
Overview of Oracle CRM On Demand Marketing
Introduction to Oracle CRM On Demand Marketing
Using the Online Help
About the User Interface
Managing Folders
Views Available in Oracle CRM On Demand Marketing
About Email and Sales Representative Personalization
About Privacy in Oracle CRM On Demand Marketing
Managing Campaigns
About Campaigns
About Campaign Fields
About Campaign Custom Fields
About Campaign Status
Creating Campaigns
Creating Static Campaigns
Working with Campaign Automation
About Adaptive Campaigns
Associating Lists with Adaptive Campaigns
About Static and Dynamic List Modes for Adaptive Campaigns
Editing Lists for Adaptive Campaigns
Defining Automation Rules
Standard Available Triggers
Adding Triggers
Creating an Automation Schedule for Adaptive Campaigns
Displaying the Adaptive Email Execution Report
About Email Delivery Status Conditions
Creating Workflow Campaigns
Associating Lists with Workflow Campaigns
About Static and Dynamic List Modes for Workflow Campaigns
Editing Lists for Workflow Campaigns
Designing Workflows
About Automation Rules and Triggers
Creating Automation Schedules for Workflow Campaigns
Displaying the Workflow Email Execution Report
Email Delivery Status Conditions
Associating Campaign Budgets
Working with the All Campaigns List
Displaying and Editing Campaigns
Deleting a Campaign
Moving Campaigns
About Programs
Program Fields
About Custom Fields for Programs
Selecting Program Types
Creating a Program Header
About the Import Offline Registrations Program
Creating Program Components
Associating Lists with a Program
Associating Offers
Adding Outbound Email Invitations
Associating Registrations
Configuring Advanced Registration Options
Configuring Postregistration Emails
Configuring Postregistration Followup
Associating Call Scripts
About Program Status
Testing a Program
Launching Static Programs
Launching Automated Programs
Displaying Program History
Displaying the Email Execution Report
Displaying the Lead Funnel Report
Searching for Programs
Editing Programs
Deleting Programs
Copying Programs
Moving Programs
Managing Web Sites
Working with Web Sites
About Web Forms
About Web form Rules
Using the Advanced Skip Feature
Building Conditions
Creating Conditional Questions
Web Form Status
Process of Creating a Web Form
To create a Web form manually, perform the following tasks:
Creating Web Forms
Creating Web Form Headers
Selecting Web Form Attributes
Deleting Attributes
Creating Attributes for Web forms
Defining the Question and Attributes for a Web Form
About Modifying Rules
Defining Web Form Options
Configuring Web Form Completion Activities
Editing Web Forms
Deleting Web Forms
Copying Web Forms
Searching for Web Forms
Moving Web Forms
Displaying Web Form Properties
About Microsites
Microsite Fields
Creating Microsites
Using HTML Files
Selecting Templates
Inserting Tags
Microsite Statuses
Searching for Microsites
Editing Microsites
Deleting Microsites
Displaying the Microsite Approval Workflow
About Topics
Topic Fields in a Microsite
Creating Topics
Topic Status
Searching for Topics
Editing Topics
Deleting Topics
Displaying the Topic Approval Workflow
Working with Recommendation Rules
Creating Recommendation Rules
Editing Recommendation Rules
Deleting Recommendation Rules
Searching for Recommendation Rules
Managing Offers and Templates
Working with Offers
About Offer Fields
About Offer Statuses
Creating Offers
Searching for Offers
Editing Offers
Deleting Offers
Displaying Programs Using an Offer
Displaying Offer Last Modified by Date and User
Working with Templates
Creating Templates
Searching for Templates
Editing Templates
Deleting Templates
Working with the Hosting Library
Adding a New File to the Hosting Library
Using the Asset File Details Page
Using the File Edit Page
Working with Contacts and Lists
About Contacts
Standard Attributes for Contacts
Creating a Contact
Searching for a Contact
Editing a Contact
Deleting Contacts
Displaying Contact Activity History
About Target Lists
List Types
List Modes
About Profiles and Profile Attributes
Operators
Guidelines for Using Operators
Creating Lists
Searching for Lists
Editing Lists
Deleting Lists
Copying Lists
Refreshing List Counts
Displaying the Programs That Use a List
Displaying, Deleting, and Exporting Contacts in a List
About Contact Attributes
About Attribute Categories
Creating Attributes
Creating Questions and Defining Answers
Question Types
Enabling Answer Codes
Searching for Attributes
Editing Attributes
Deleting Attributes
About Importing Contacts
Importing Multibyte Data
Searching for Contact Import Configurations
Editing Import Configurations
Deleting Import Configurations
Copying Import Configurations
Moving Import Configurations
Searching for Accounts
Managing Activities, Queues, and the Call Center
About Contact Activities
About Registrations
Score Levels for Registrations
Displaying Registration Details
Searching Registration Details
Displaying Web Site Activity
Displaying Queue Activity
About the Call Center
About Telemarketing
Guidelines for Marketing Campaign Owners
About Call Center Views
View Definitions
Configuring Your Call Center
Guidelines for Managing Leads
About the Telemarketing Workflow
Searching in Call Center
Calling Prospects
Qualifying Prospects
Disqualifying Prospects
Changing Queues
Reviewing Previous Telemarketing Interactions
Activity Types
Displaying Telemarketing Prospect Details
About the Telemarketing Prospect Statuses
How a Prospect Changes Status
Telemarketing Status for List Segmentation
Displaying Call Center Reports
About Email Opt Outs
Using Reports
Operational Reports
About the Report Tab
Operational Report Types
Email Statistics Report
Email Bounceback Report
Email Unsubscribe Report
Email Clickthrough Report
Email Summary by Domain Report
Email Bounce by Contact Report
Email Unsubscribe by Contact Report
Email Clickthrough by Contact Report
Program Registration Report
Program Registrations and Attendance Report
Registration Profile by Attribute Report
Registration Statistics by Score Report
Attendee Roster Report
Lead Funnel Report
Program Registrant Profile Report
Queue Assign Summary Report
Queue Assignment by Campaign Report
Queue Assignment by Program Report
Queue Assignment by Status Report
Queue Assignment Detail Report
Program Configuration Report
Campaign Automation Summary Report
Campaign Switch Summary Report
Automation Statistics by Program Report
Invitations by Program Report
Traversed Path by Campaign Report
Campaign Automation Details Report
Campaign Automation Activity Details Report
Campaign Automation Email Statistics Report
Campaign Automation Email Bounceback Report
Campaign Automation Email Unsubscribe Report
Campaign Automation Email Clickthrough Report
Campaign Summary Report
Program Summary Report
Telemarketing Agent by Program Report
Summary by Status and Reason Report
Program by Agent Report
Open Prospects by Age Report
Closed Telemarketing Leads Report
Summary of Registrations by Program Report
Summary of Emails by Program Report
Usage Summary Report
Available Usage Volume Report
Scoring and Queue Assignment Details for the Imported Registrations Report
Queue Assignment Summary by Contact Imports Report
Summary of Website Activities Report
Website Activity Details Report
Generating Operational Reports
Exporting Results
Configuring and Administering Oracle CRM On Demand Marketing
Using the Admin Page
Configuring Campaign Management Options
Configuring Program Types
Editing Program Types
Deleting Program Types
Creating Program Types
Configuring Offer Types
Editing Offer Types
Deleting Offer Types
Creating Offer Types
Offer Fulfillment Types
Configuring Registration Management Options
Configuring Global Registration Rules
Campaign Time-Based Registration Rule
Microsite Time-Based Registration Rule
Topic Time-Based Registration Rule
Configuring Phone and Postal Validations
Configuring the Inbound Registration Filter
Configuring Deduplication Rules
How Data Deduplication Works
Configuring Attributes
Configuring Personalized ID
What Rules Apply When Oracle CRM On Demand Marketing Is Assigning PIDS to Contact Records
Configuring Cookie Consent
Configuring Lead Management Options
Configuring Queues
Attributes Frequently Used in Queue Assignment Rules
Creating Queues
Selecting Queue Delivery Options
Email
Creating a Call Center Queue
Configuring Derived Attribute Lookups
Process of Configuring the Response Funnel
Process of Configuring Rules Summary
Configuring the Rejection Flag
Configuring Derived Attribute Rules
Lookup-Based Rule
Set Absolute Value Rule
Example: Derive Attributes Using Value
Example of Deriving an Insight Category Attribute Using a Lookup Table
Example of Deriving an Insight Category Attribute by Defining a Rule
Configuring Suppression Rules
Configuring Scoring Rules
Configuring Queue Assignment Rules
Configuring Telemarketing Disqualification Reasons
Creating Disqualification Reasons
About Contact Management
Deleting Multiple Contacts
Guidelines Before Performing a Bulk Delete
Guidelines for Doing Bulk Deletions
Performing a Bulk Deletion
Configuring Web Site Tracking Management Options
Configuring Web Site Tracking
Example of Using Page Categories to Display Activity Reports
Configuring Tracking Script
Generic Script
Page Specific Script
Generating a Tracking Script
About Job Reports
Displaying Job Statuses
About Job Status Periods
Configuring the Webform Dedupe Report
Configuring Security Management Options
Editing User Information
About Roles
Configuring Roles
Configuring Which Languages You Want to Use
Configuring Email Management Options
Creating an Email Using From Addresses
Configuring Email Signatures
Configuring Forwarding Email to a Friend
Configuring Field Management Options
Creating Campaign Custom Fields
Localizing Custom Fields
Creating Program Custom Fields
Configuring CRM Integration Management Options
Configuring Account Credentials
About Configuring Object Synchronization
Displaying the Contact Synchronization Filter
Configuring the Contact Synchronization Filter
Displaying the Lead Synchronization Filter
Configuring the Lead Synchronization Filter
Configuring Deduplication Rules
Configuring Publishing Rules
Mapping Account Fields
Mapping Lead and Contact Fields
About Synchronizing and Publishing Data
Using Custom Objects
Configuring My Setup Options
About Your User Profile
Index