Browser version scriptSkip Headers

Oracle® Fusion Applications Marketing Implementation Guide
11g Release 1 (11.1.2)
Part Number E20372-02
Go to contents  page
Contents
Go to Previous  page
Previous
Go to previous page
Next

6 Define Common Marketing Configuration

This chapter contains the following:

Define Integration Points for Segmentation Manager

Manage Marketing Standard URLs

Importing Marketing Standard URLs: Explained

Review Diagnostics for Marketing

Define Marketing Promotions

Define Campaign and Response Notes for Marketing

Define Campaign Tasks for Marketing

Define Marketing Templates: Manage Marketing Campaign Templates

Define Marketing Templates: Manage Marketing Treatment Templates

Define Integration Points for Segmentation Manager

Marketing Segments and Segment Trees: Highlights

Segmentation is the practice of dividing a customer base into groups that are similar in specific ways such as demographics or past purchases. Marketers use segmentation to target groups of customers and allocate marketing resources effectively. Segments and segment trees are selected in marketing campaigns to receive marketing communications and to generate leads. Marketing Segmentation supports the creation and management of segments and segment trees.

Manage Marketing Segments

Manage Marketing Standard URLs

How Standard URLs and Marketing Content Fit Together

When creating marketing content, you can insert various types of URLs. Standard URLs are one type that you predefine and that can be used across many campaigns. Additional URLs are common response forms predefined by Oracle and ad hoc URLs that can be defined while creating content, if a predefined URL does not already exist. An Ad Hoc URL is not reusable.

Standard URLs

Navigate to the Manage Standard URLs task in the Functional Setup Manager application to define Standard URLs that can be easily selected when creating marketing content.

Enable tracking if you want to track e-mail recipient clicks. If enabled, every time a contact clicks a link in a campaign e-mail, the click is recorded as a response, together with details pertaining to the URL.

A dynamic URL is not a URL that recipients will click, but used instead as a source for content to be automatically inserted when the e-mail is sent. Consequently, tracking does not apply to dynamic URLs.

Managing URL Categories

The Marketing URL Category lookup provides the choices for Standard URL categories. Your application administrator can add categories by navigating to the Manage Marketing Standard Lookups task in the Functional Setup Manager application.

Marketing Content

To include these predefined URLs in your marketing content, select the Element toolbar button and then select Standard URL or Dynamic URL. This feature is available for content created or edited in Treatments, Treatment Templates, Mini Campaigns, and Sales Campaigns.

Importing Marketing Standard URLs: Explained

You can create or update marketing standard URLs by navigating to Setup and Maintenance and selecting the Manage Marketing Standard URLs task or by importing data through interface tables. To import marketing standard URLs, you use the tool of your preference to load the data then use scheduled processes to import the data. Having a good understanding of the application object, interface table, and destination table will help you prepare your import data.

Consider the following when importing marketing standard URLs:

Import Interface Table, Destination Table, and Application Object

Importing marketing standard URLs involves one interface table and one destination table.

Note

A spreadsheet containing detailed information about the interface table, including the interface table columns, defaults, and validations, is available from the Oracle Enterprise Repository by searching on the interface table name or initiating a search using the FusionApps: Interface Table asset type.

The following table lists the interface table, destination table, and resulting application object:


Interface Tables

Destination Tables

Application Object

MKT_IMP_URLS

MKT_TM_URLS

Marketing Standard URLs

To obtain the unique IDs of existing application data, use the Define Data Export Setup and Maintenance task list.

Scheduled Processes

Navigate to Scheduled Processes to schedule the import of data from the interface tables to the destination tables.

The following table displays the process you can schedule to import marketing standard URLs:


Process Name

Process Display Name

BulkURLsJob

Import Marketing Standard URLs

Review Diagnostics for Marketing

Marketing Source Codes: Explained

A marketing source code is a unique identifier that represents a campaign or marketing activity and is used to track marketing effectiveness.

Source Codes

Marketing source codes are automatically generated for every campaign and marketing activity. In a multistage campaign, you can override the generated source code value with your own value at the campaign level and for stages of type Event.

To view a listing of source codes and associated campaign components, navigate to the Review Marketing Source Codes task in Functional Setup Manager. Note that a source code can be listed more than once in this page to support querying on specific promotions and coupons. Consider the following scenario:

The source codes for the stage are generated based on the combination of stage instance, audience, and treatment. Since the Gold Customer Product Promotion treatment has two coupons, the source code that represents the stage instance, audience, and treatment combination is listed twice.

The following table illustrates the source codes displayed in the Review Marketing Source Codes page for this scenario.


Source Code

Campaign

Stage

Audience

Treatment

Promotion

Coupon

19999800

Seasonal Product Lines

 

 

 

 

 

19999866

Seasonal Product Lines

Summer Interaction

Gold Customers

Gold Customer Product Promotion

Preferred Customer

Limited Time Discount

19999866

Seasonal Product Lines

Summer Interaction

Gold Customers

Gold Customer Product Promotion

Preferred Customer

Gold Customer Advantage

20000046

Seasonal Product Lines

Summer Interaction

Silver Customers

Silver Customer Product Promotion

Preferred Customer

Limited Time Discount

Using this same example, you can determine all campaign activities that include the Limited Time Discount by using Query by Example and entering the coupon name in the field provided above the Coupon column.

Associating Source Codes to Responses and Leads

Source codes associated with responses and leads provide a reference to marketing campaign activities for tracking campaign effectiveness.

You can provide a source code when creating, editing, or importing a marketing response. A response generated as a result of an e-mail campaign trackable URL or an e-mail bounce inherits the source code derived from the originating e-mail marketing campaign.

A source code can be associated with leads when designing a lead generation stage in a multistage campaign, when manually creating or editing a lead, or when importing a lead. A lead created from a converted response will inherit the source code from the response.

Define Marketing Promotions

Marketing Promotions and Coupons: Explained

Promotion names and associated coupon codes provide tracking for offers extended to customers.

This topic includes the following:

Promotions, Coupons, and Marketing Treatments

You can add promotion names and selective coupon codes to a treatment, where you design the promotional message and coupon content. You allocate the treatment to specific customer segments or lists of contacts when designing your multistage campaign. You can design one treatment per promotion, per coupon, or combinations of promotions and coupons. You can also assign promotions and coupons to more than one treatment.

Promotions and Mini Campaigns

You can add promotion names to your mini campaign, where you design the promotional message and coupon content to be delivered to the customer segments and lists of contacts selected for the campaign. You can design one mini campaign per promotion or multiple promotions, all coupons for the selected promotion are automatically included. You can also design many mini campaigns using the same promotion.

Promotions, Coupons, and Source Codes

A marketing source code is a unique identifier that represents a campaign or marketing activity and is used to track marketing effectiveness. While a source code does not represent individual promotions or coupons, it does represent the campaign stage instance, audience segment or list, and treatment combination of a multistage campaign, and the instance, campaign content, and audience segment or list combination of a mini campaign.

To view a listing of source codes and associated campaign components, navigate to the Review Marketing Source Codes task in Functional Setup Manager. Note that a source code can be listed more than once in this page to support querying on the related promotions and coupons.

Promotions, Coupons, and Marketing Responses

You can provide a source code when creating, editing, or importing a marketing response. A response generated as a result of an e-mail campaign trackable URL or an e-mail bounce inherits the source code derived from the originating e-mail marketing campaign

By providing a source code on the marketing response, associated promotions and coupons are also added as informative information on the response. You can search responses by promotion name and coupon code.

Define Campaign and Response Notes for Marketing

Defining Notes: Points to Consider

A note is a record attached to a business object that is used to capture nonstandard information received while conducting business. When setting up notes for your application, you should consider the following points:

Note Types

Note types are assigned to notes at creation to categorize them for future reference. During setup you can add new note types, and you can restrict them by business object type through the process of note type mapping.

Note Type Mappings

After note types are added, you must map them to the business objects applicable to your product area. Select a business object other than Default Note Types. You will see the note types only applicable to that object. If the list is empty, note type mapping doesn't exist for that object, and default note types will be used. Select Default Note Types to view the default note types in the system. Modifying default note types will affect all business objects without a note type mapping. For example, you have decided to add a new note type of Analysis for your product area of Sales-Opportunity Management. Use the note type mapping functionality to map Analysis to the Opportunity business object. This will result in the Analysis note type being an available option when you are creating or editing a note for an opportunity. When deciding which note types to map to the business objects in your area, consider the same issues you considered when deciding to add new note types. Decide how you would like users to be able to search for, filter, and report on those notes.

Note

Extensibility features are available on the Note object. For more information refer to the article Extending CRM Applications: how it works.

Define Campaign Tasks for Marketing

Turning a Business Process into a Task Template: Example

This example illustrates how to create a task template that represents a business process.

Scenario

A sales manager wants to create a task template for her department's client product demonstration process.

Client Product Demonstration Activities

The client product demonstration process occurs regularly. The sales manager does not want to manually create tasks for this process every time it occurs, so she decides to create a task template that includes the business process activities. Each time she repeats the business process, she can use the task template to automatically generate the appropriate tasks that need to be performed.

Analysis

The business process consists of the following activities:

Resulting Task Template

Based on the analysis of the business process, the following task template is created:

Task Template Name: Client Product Demonstration


Task

Category

Lead Days

Duration Days

Book conference room

Preparation

1

1

Create agenda

Preparation

1

1

Confirm date and time with client

Call

5

1

Schedule presenters

Preparation

5

2

Deliver demonstration

Demonstration

7

1

Follow up with client

Call

10

1

Defining Tasks: Points to Consider

A task is a unit of work to be completed by one or more people by a specific completion date. When using tasks in your application, you should consider the following points:

Tasks

A task is defined with a description, due date and category. Each task has an owner, who oversees or is responsible for the task, and one or more assignees who perform the work. The task can be related to a business object, such as an Opportunity, a customer or, one or more external contacts. Tasks may also have Notes for general information, Attachments for tracking e-mail or project documents and Interactions which record customer communications.

Task Templates

Often a set of Tasks are performed repeatedly for a particular process and to support this administrators can define Task Templates, which represent a group of tasks. These task templates can be invoked by users working on a particular business object, for example a lead, campaign, or an opportunity. The user selects the appropriate task template for the goal they want to achieve and this creates the tasks and associates them with the business object being worked on. This saves the user from creating multiple tasks when an Opportunity reaches a particular sales stage, or the same set of tasks each time a marketing campaign is created.

Note

Extensibility features are available on the Task object. For more details refer to the article Extending CRM Applications : How It Works

How can I create a task template that is available to associate with assessment templates?

Create the task template with a subtype of Assessment.

Define Marketing Templates: Manage Marketing Campaign Templates

Turning a Business Process into a Task Template: Example

This example illustrates how to create a task template that represents a business process.

Scenario

A sales manager wants to create a task template for her department's client product demonstration process.

Client Product Demonstration Activities

The client product demonstration process occurs regularly. The sales manager does not want to manually create tasks for this process every time it occurs, so she decides to create a task template that includes the business process activities. Each time she repeats the business process, she can use the task template to automatically generate the appropriate tasks that need to be performed.

Analysis

The business process consists of the following activities:

Resulting Task Template

Based on the analysis of the business process, the following task template is created:

Task Template Name: Client Product Demonstration


Task

Category

Lead Days

Duration Days

Book conference room

Preparation

1

1

Create agenda

Preparation

1

1

Confirm date and time with client

Call

5

1

Schedule presenters

Preparation

5

2

Deliver demonstration

Demonstration

7

1

Follow up with client

Call

10

1

Campaign Stage Design Elements: Explained

The campaign design interface provides the components you use to create stages and specify audiences, treatments, allocation, schedule, event details, additional options, and lead options. The elements available to specify for each stage are determined by the stage type you select.


Element

Interaction Stage

Event Stage

Advertising Stage

Lead Generation Stage

Audience

Yes

 

 

Segments and Segment Trees only

Treatments

Yes

 

Yes

 

Allocations

Yes

 

 

 

Schedule

Yes

 

 

 

Event Details

 

Yes

 

 

Additional Options

Yes

 

 

Yes

Lead Options

 

 

 

Yes

The standard design elements are described in the sections that follow.

Note

Since this campaign design functionality is extensible, your enterprise may have customized design elements that are different from the standard set. For example, your enterprise may add additional attributes to the Summary tab, or may add an Additional Attributes tab to capture more event attributes.

Audience

The audience collectively describes all the contacts you want to target in the campaign. Only Interaction and Lead Generation stages have audiences. For an Interaction stage, the audience can include any combination of segment trees, segments and lists. Once you launch the campaign, lists are expanded to show individual contacts. For a Lead Generation stage, the audience can include segment trees and segments, but not lists.

The Quick Add Audience list provides convenient access to the most widely used segments and lists. Because users can modify the set of segments and lists that appears in the Quick Add list, the list reflects changes made by you and also by other users.

Treatments

Treatment is a marketing term describing the content that is to be delivered to the target audience of a marketing campaign. Applicable to Interaction and Advertising stages, you can add any number of treatments from the stage action menu or from the Quick Add list. You and other users can modify the Quick Add Treatment list in the same manner as the Quick Add Audience list. If necessary, you can create new treatments to include in your campaign.

Allocations

Allocation describes the process of relating the selected audience members to the corresponding treatments, to determine what content each contact will receive.

Applicable to Interaction stages, the two available modes of allocation are Simple and Advanced.

Schedule

Applicable to Interaction stages, the schedule shows the start and end times of each system task that will be executed as part of the Load, List Export and Launch processes. By default, the Load, List Export and Launch processes run consecutively, each immediately following completion of its predecessor, on the date scheduled for the stage.

Optionally, you can enable manual tasks, which can be run by customized BPEL process. You can specify the duration of each process, and can request notification to the owner when it has completed. The dates of all subsequent steps are adjusted automatically to allow for the duration of added processes.

Event Details

Applicable to Event stages, you can choose from the list of event types, choose the venue, and optionally, add attachments.

Additional Options

Applicable to Interaction and Lead Generation stages, this page provides additional choices for loading audience segments and for lead generation processing.

Lead Options

For a Lead Generation stage, once you have added audience segments and trees, select the audiences from which leads are to be created. For each audience, select the source code, so that the resultant leads can be tracked back to the corresponding marketing activity.

Repeating Campaign Stages: Points to Consider

Within a single campaign, you can define stages that repeat on a daily, weekly or monthly basis for the duration you specify, and can funnel customers through stages that repeat at different intervals.

You can create and manage repeating stages with varying degrees of complexity, such as the following:

Repeating a Single Stage

You can create a very simple campaign to target customers who have bought a subscription to your ABC product, to remind them when their subscription is about to expire, and offer a discount if they choose to renew for a longer term.

Repeating Two Stages with Simple Funneling

Your campaign has two repeating stages:

When the first instance of Stage Two begins, Stage One has already repeated three times. All customers who were targeted in the first three instances of Stage One, and who subsequently visited the online forum, qualify for the discount offer, which is sent to them in the first instance of Stage Two.

When the second instance of Stage Two begins, Stage One has already repeated six times. The first instance of Stage Two has already targeted customers from the first three instances of Stage One. To ensure that no eligible customer gets a duplicate e-mail with the same discount offer, Stage Two must compute a segment which includes only those customers targeted in the last three instances of Stage One.

Repeating Two Stages with Complex Funneling

Again, your campaign has two repeating stages:

Stage Two repeats frequently, to ensure that customers have the opportunity to attend an event soon after they purchase the product and redeem the coupon. The first instance of Stage Two starts soon after the first instance of Stage One, but Stage Two then repeats more frequently than Stage One.

When the third instance of Stage One begins, six instances of Stage Two have already occurred. When the seventh instance of Stage Two begins, it is not enough to target the same customers as in the second instance of Stage One, since there may be some customers who were targeted in the first instance of Stage One but who redeemed their coupons later.

It is therefore better to compute a segment for every instance of Stage Two that:

In this way, all customers who were ever targeted by Stage One are considered for Stage Two, but no customer gets duplicate treatment for Stage Two.

Pausing a Campaign with Repeating Stages

If a campaign is paused, all repeating stages are skipped for the duration of the pause. When the dialog resumes after the pause, any repeating stages execute on their next scheduled occurrence.

Stage Schedule Automatic Tasks: Explained

You can monitor the execution status of all completed and active processes in your campaign, to check that the campaign stages are on track in terms of completion dates and times.

Campaign execution tasks are grouped in three categories:

Each category has a mandatory automatic task plus optional, configurable tasks.

Load

The load task uses segments or lists to build the audience of campaign members targeted in a particular stage. Every segment has an associated load format, that determines which campaign member attributes are to be loaded. Optionally, you can override this default format by selecting a different load format on the Additional Options tab.

You can tailor the load schedule by enabling optional tasks, either for manual intervention or for a custom action to be executed automatically. Once the load process completes successfully, you can view individual campaign members in the Campaign Execution details for the stage.

Note

All segments defined for a stage are loaded at the same time. If a stage has multiple extremely large segments, it will take longer to load. In such cases, you may want to create duplicate stages, and add only one large segment to each iteration, for faster processing.

List Export

The list export task takes the data from the load task, generates a text file of recipients, and uploads the file to the Universal Content Manager (UCM). The ID of this text file, together with the ID of the treatment stored in UCM, is made available to the supplier associated with the treatment, in the Launch task.

Launch

The launch task does the following:

Campaign Stage Additional Options: Explained

Additional options are available for Interaction and Lead Generation campaign stages.

This page has the following fields.

Purge Cache

During the load process, the campaign members for each stage are loaded into the database. For segments, the selected contacts are also stored in the segmentation cache. The segmentation cache is purged automatically 24 hours after loading, so there is no need to select this option if more than 24 hours have elapsed since the last load cycle.

Allowable Error Count

Applies only to Lead Generation stages. Specify the maximum number of errors to allow before stopping the lead import process and the corresponding execution of the stage.

Original System Reference

Applies only to Lead Generation stages. Provide a source reference for the newly imported records.

Load Format

Specify the path and file name to a new mapping that will override the default load format for all segments in the stage.

Duplicate Look Back Days

Applies only to Lead Generation stages. Specify the number of days in the immediate past that the import process will check for duplicates, when importing new leads.

FAQs for Manage Marketing Campaign Templates

What happens if I create a campaign from a template or an existing campaign?

Most planning and design attributes are copied. When creating from a previous campaign or from a template, the following elements are copied:

When creating a campaign from a template, the following additional elements are copied:

Note

It is the task template, rather than the campaign template, that determines which tasks are added to your copy. If the task template has changed since the campaign template was created, the tasks in your copy may not match those in the original.

The following elements are not copied:

What happens to existing campaigns if I update the campaign template?

Existing campaigns that were created from the template are unaffected. Your changes will only affect campaigns created after the template is updated.

Campaign templates provide models to use as a basis when planning and designing multistage campaigns. When you use a template to create a multistage campaign, the template values are copied to the new campaign and the template's purpose then ends for that campaign.

How can I change the quick add list when designing multistage campaigns?

The Quick Add lists contain collections of favorite treatments and audiences. The lists reflect the most recent changes, as users add and remove items. In the contextual area, click the Edit List link below the Quick Add list you want to change. A window opens, showing all the items available for that list. You can select one or more items and use the arrow buttons to move your selection into or out of the Quick Add list.

What's the difference between updating the count and refreshing the allocation?

Updating the count recalculates the number of members in segments and segment trees. This is useful when the segment rules have been changed, or if you are revisiting the campaign design after an interval where many more contacts may have been added to the segment.

Refreshing the allocation recalculates the matrix where audience members are allocated to treatments. You can refresh your allocation of numbers or of percentages, or you can change between numbers and percentages.

What's a campaign stage custom action?

A custom action is a BPEL workflow that your enterprise has created and registered, to extend the automated load capabilities and extend or replace the automated launch capabilities of an interaction stage in a multistage campaign. During campaign design, you can optionally select custom actions when you schedule the execution activities for the stage.

What happens if I select the notify option for a stage schedule activity?

When the activity completes, or if it encounters an error condition, an e-mail notification is sent to the owner named for this step in the schedule.

What happens if I deselect the Enforce Approvals check box after campaign approval has started?

While approval is pending, a campaign cannot be changed. If you have authority to deselect Enforce Approvals, and decide that you do not want to seek approval for your campaign, you must first withdraw the approval request.

Campaign approval is enabled by a profile option. If approval is enforced, you must obtain approval before the campaign can be activated. You can override the requirement for mandatory approval only if you have the marketing vice president role.

Define Marketing Templates: Manage Marketing Treatment Templates

Importing Marketing Treatments: Explained

You can create or update marketing treatments by navigating to the Treatments work area and treatment templates by navigating to Setup and Maintenance and selecting the Manage Marketing Treatment Templates task, or by importing data through interface tables. To import treatments and treatment templates, you use the tool of your preference to load the data then use scheduled processes to import the data. Having a good understanding of the application objects, interface tables, and destination tables will help you prepare your import data.

Consider the following when importing treatments:

Import Interface Tables, Destination Tables, and Application Entities

The treatment and treatment templates consists of many entities that form the treatment. Each entity is tied to an interface table.

Note

Spreadsheets containing detailed information about each interface table, including the interface table columns, defaults, and validations, are available from the Oracle Enterprise Repository by searching on a specific interface table name or initiating a search using the FusionApps: Interface Table asset type.

The following table lists the interface tables, destination tables, and resulting application entities:


Interface Tables

Destination Tables

Application Entities

MKT_IMP_TREATMENTS

MKT_TM_TREATMENTS

Marketing Treatment and Treatment Template

MKT_IMP_TRMT_ITEM_ASSOC

MKT_TM_TRMT_ITEM_ASSOC

Treatment and Treatment Template Product and Product Group

MKT_IMP_TRMT_PROM_ASSOC

MKT_TM_TRMT_PROM_ASSOC

Treatment Promotion

MKT_IMP_TRMT_URLS_ASSOC

MKT_TM_TRMT_URLS_ASSOC

Treatment and Treatment Template Marketing URL

To obtain the unique IDs of existing application data, use the Define Data Export Setup and Maintenance task list.

You can import extensible, custom attributes in the same process as your treatment object. Design your object model extensions in Oracle Fusion CRM Application Composer and generate the required artifacts to register your extensions and make them available for importing before you populate the corresponding extensible columns in the interface tables.

Scheduled Processes

Navigate to Scheduled Processes to schedule the import of data from the interface tables to the destination tables.

The following table displays the process you can schedule to import treatments and treatment templates:


Process Name

Process Display Name

BulkTreatmentsJob

Import Marketing Treatments

Marketing Promotions and Coupons: Explained

Promotion names and associated coupon codes provide tracking for offers extended to customers.

This topic includes the following:

Promotions, Coupons, and Marketing Treatments

You can add promotion names and selective coupon codes to a treatment, where you design the promotional message and coupon content. You allocate the treatment to specific customer segments or lists of contacts when designing your multistage campaign. You can design one treatment per promotion, per coupon, or combinations of promotions and coupons. You can also assign promotions and coupons to more than one treatment.

Promotions and Mini Campaigns

You can add promotion names to your mini campaign, where you design the promotional message and coupon content to be delivered to the customer segments and lists of contacts selected for the campaign. You can design one mini campaign per promotion or multiple promotions, all coupons for the selected promotion are automatically included. You can also design many mini campaigns using the same promotion.

Promotions, Coupons, and Source Codes

A marketing source code is a unique identifier that represents a campaign or marketing activity and is used to track marketing effectiveness. While a source code does not represent individual promotions or coupons, it does represent the campaign stage instance, audience segment or list, and treatment combination of a multistage campaign, and the instance, campaign content, and audience segment or list combination of a mini campaign.

To view a listing of source codes and associated campaign components, navigate to the Review Marketing Source Codes task in Functional Setup Manager. Note that a source code can be listed more than once in this page to support querying on the related promotions and coupons.

Promotions, Coupons, and Marketing Responses

You can provide a source code when creating, editing, or importing a marketing response. A response generated as a result of an e-mail campaign trackable URL or an e-mail bounce inherits the source code derived from the originating e-mail marketing campaign

By providing a source code on the marketing response, associated promotions and coupons are also added as informative information on the response. You can search responses by promotion name and coupon code.

E-mail Campaign Content : Explained

To create the content of your e-mail campaign, you can add any combination of the elements that follow.

Images

Add graphic images to your e-mail. You can provide a link to an image already on a server, or choose a local file and upload it to the server. Specify the size and placement of the image.

Merge Fields

Personalize your e-mail message body by adding place holders from a list of merge fields, such as the recipient's first name. Merge fields are standard sets of attributes pertaining to an individual contact. You can insert them into your e-mail content. When you launch the campaign, merge fields are dynamically populated directly from the database.

The personalized text merge field, available only with sales campaigns, is the only exception. Rather than being populated from the database, you enter the content yourself. You can enter different text for every individual contact, to provide a personal touch to an otherwise generic collateral.

Response Forms

Insert response forms as active links in your e-mail content. When a contact clicks one of the links, a specific response is automatically generated. All such responses are gathered and monitored, to track contacts' actions.

Available response forms for marketing campaigns are:

Note

Only the first three response forms are available in a sales campaign.

Standard, Dynamic, and Ad Hoc URLs

You can add any of the following types of URL:

If you enable tracking, every time a contact clicks a link in a campaign e-mail, the click is recorded as a specific response, together with details pertaining to the URL.

Conditional Content

Conditional content is inserted or omitted based on the results of a rule. There are two elements that you can use to generate conditional content within an e-mail:

Attachments

To send documents, such as product literature, as e-mail attachments with your campaign, you can select a file from your own desktop; the file will be added to the content repository for use during delivery.