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Siebel Marketing Installation and Administration Guide
What's New in This Release
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Installing and Administering Siebel Marketing
Installing Siebel Marketing
Enabling and Synchronizing Marketing Server Components
Activating and Deactivating Marketing Workflow Processes
Updating Marketing Connection Settings
Connecting the Siebel Server to the Analytics Web Server
Confirming Host and Symbolic URL for the Marketing Module
Create Permissions
Setting Up the Marketing File System
Setting Universal Time Option (UTC)
Enabling Automatic Responses for Opportunities and Orders
Configuring the Marketing Approval Process
About Load Balancing and Global Deployment of Siebel Marketing
Isolating Marketing Workflow Processes
About Marketing Responsibilities and Access Groups
Creating Marketing Seed Data
Guidelines for Testing the Marketing Module in an Integrated Environment
Monitoring Marketing System Tasks
Importing Marketing iHelp Files from the Demo Database
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Installing and Administering Segmentation and List Generation
Installation Guidelines for the Marketing Module
Update Default Repository and Connection Settings
About Mapping Segmentation Metadata
Setting Up Marketing Module Parameters in Siebel Analytics
Verifying Database Privileges for the Marketing Module
Setting Permissions for Marketing Server Groups
Administering Configuration Keys for the Marketing Module
Managing Marketing Jobs
Managing Cache in the Marketing Jobs Console
Managing Marketing Defaults
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Designing Marketing List Formats
Acceptable Characters in Marketing Configuration Entries
About Designing Marketing List Formats
Designing Marketing List Formats
List Format Column Properties and Formatting Options
Editing the Layout of Column Contents
Previewing a Marketing List Format
Adding Marketing List Format Headers and Footers
Options for Marketing List Formats
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Creating Source Code and Vendor Profiles
About Source Codes
Creating Source Code Formats
Setting Up Vendor Profiles
Vendor Tasks
Defining Vendors
Defining Distribution Profiles for Vendors
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Designing Marketing Campaign Load Formats
Creating and Testing Campaign Load Formats
Creating Campaign Load Formats
Testing Campaign Load Formats
About Marketing Integration Objects
About the Marketing Contact Integration Object
About the Marketing Prospect Integration Object
About the Marketing Person Integration Object
Examples of Recommended Campaign Load Mappings
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Installing and Configuring Email Marketing
About Installing and Configuring Siebel Email Marketing
Siebel Email Marketing Architecture
Requirements for Installing Email Marketing
Installing the Email Marketing Server
Installing the Email Sending Daemon (ESD)
Installing the Bounce Handler Daemon (BHD)
Installing the Click-Through Daemon (CTD)
Setting Up the HTML Editor for Automatic Uploads of Graphics
Configuring Email Marketing Daemons
Configuring Email Marketing Daemons to Communicate With the Marketing Component Group
Configuring the Email Sending Daemon
Configuring the Bounce Handler Daemon
Configuring the Click-Through Daemon
Final Test of Email Marketing Components
SOAP Calls for Marketing
deleteResultSet Method
getCounts Method
prepareCache Method
purgeCache Method
saveResultSet Method
writeListFiles Method
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Setting Up Web Marketing
About Web Marketing Web Site Visitors
Setting Up Siebel Web Marketing
Installing Web Marketing
Controlling User Access to the Web Marketing Web Site
Setting Up Default Responsibilities and Users for Web Marketing
Setting Up a Default Campaign and Default Offer
Using Siebel Personalization with Web Marketing
Customizing the Web Marketing User Interface
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Configuring Marketing Module Metadata
About Marketing Segmentation Metadata
Terminology Used for Marketing Metadata
Setting Up Marketing Segmentation Metadata
Create Segmentation Catalogs for Physical Star Schemas
Assign an Implicit Fact in the Segmentation Presentation Catalog Property
Creating Target Levels and Adding Segmentation Catalogs
About Setting Up Cache for Target Levels
Setting Up Cache for Target Levels
Enable Sampling for the Target Level
Setting Up Saved Result Sets for Target Levels
Setting Up the Marketing List Catalogs
Setting Up Conforming Dimension Links
Setting Up Marketing Qualified List Items
Controlling Marketing Vendor List Query Details
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Advanced Marketing Information for Administrators
Upgrading Campaigns from Earlier Versions
Field Names for Marketing Integration Components
Displaying Analytics Columns in Marketing Plans
Displaying Analytics Columns in Marketing Plans By Exporting Schema
Displaying Analytics Columns in Marketing Plans Using Siebel Tools
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Assigning Character Sets for the Email Marketing Server
Working with Character Sets for Email Marketing Servers
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Logical Entity Relationships
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