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What's New in This Release

What's New in Siebel Marketing Installation and Administration Guide, Version 8.0

Table 1 lists new features described for this version of the documentation to support release 8.0 of the software.

Table 1. New Features in Siebel Marketing Installation and Administration Guide, Version 8.0
Topic
Description

Siebel Marketing Installation and Administration Guide

This guide has been updated to reflect release 8.0 product name and user interface changes. For more information about changes to the user interface, see Siebel Fundamentals.

The Siebel Analytics platform has been renamed Oracle Business Intelligence Enterprise Edition (BI EE). If you are using a version of Siebel Analytics that is greater than version 7.8.x, you will find information about Siebel Analytics is referenced as Oracle Business Intelligence in the Oracle BI Enterprise Edition v10.1.3.x or higher documentation set. Siebel Analytics references have not been changed in this guide.

Enabling Component Groups for Siebel Marketing

Added the workflows Promote Prospect (Many) and Promote Prospect (Single) to Table 2, Component Groups and Components Required for Marketing.

Configuring the Marketing Approval Process

Added Marketing Fund to Table 4 list of Business Components With Approval Process.

Guidelines for Testing the Marketing Module in an Integrated Environment

Updated the procedure, To test the campaign load.

Managing Marketing Defaults

Describes new default system parameters - Default List Export File Format and Default Saved Result Set File Format - for the Marketing Defaults page.

Configuring the System for New System Data Expressions

Describes how to add System Data Expressions in addition to those installed automatically.

System Data Expressions Used in List Format Elements

Added System Expression for Treatment ID to Table 11, System Data Expressions Used in List Format Elements.

List Format Types and Valid System Data Expressions

Added Treatment ID to Campaign Load and List Export in Table 12, List Format Types and Valid System Data Expressions.

Creating and Testing Campaign Load Formats

Added Treatment ID to Step 5b in procedure, To create a campaign load format and add columns; to Step 5 of procedure To enable system data expressions for required columns.

Testing Campaign Load Formats

Added Treatment ID to the list of required columns for Campaign Load Format in Step 2 and added new tasks as Step 6 and Step 7a of procedure, To test your campaign load mapping.

Setting Up the HTML Editor for Automatic Uploads of Graphics

Describes how to set up the HTML editor so that it automatically upload graphics to the Web server when a new graphic is added to an HTML document by the user.

Field Names for Marketing Integration Components

Updated Table 27, Field Names for Marketing Integration Components to include Treatment ID component and field name.

Release Considerations

In this release, the Offer object model has been modified to distinguish between an Offer and a Treatment. An offer is a new parent object that represents a cross-channel proposition to your customers. Channel-specific objects such as email offer or phone offer from previous releases have been renamed as email treatment or telephone treatment.

There are several upgrade considerations related to this change:

  • Offer records that were entered in a previous version of the application are preserved. However, the label for these records changes from Offer to Treatment. For example, an email offer is now called an email treatment. During the upgrade process, a new parent offer is automatically created for each existing offer that is relabeled as a treatment.
  • For campaigns entered in a previous version of the application, the existing campaign history records (stored in S_CAMP_CON) are updated with the primary treatment for the campaign. If you typically create a single offer for each campaign, this update helps to make sure that pre-upgrade campaign history conforms to your usage in the new Siebel campaign process.
  • The Marketing Campaign Load, Marketing Campaign Launch, and Marketing Wave Launch workflow processes have been updated to accommodate this enhancement. If your organization has configured or customized these workflows in a previous version of the application, then you need to investigate and resolve any differences.
  • The allocation of segments and segment trees to treatments has been moved from the program stage level to the campaign level. This allows you to target several lists or segments with multiple treatments in the same campaign. There are some upgrade considerations that are related to this enhancement:
    • The relationship between segments and segment trees that were previously allocated is preserved. If you have established a relationship between a segment tree cell and a campaign, the segment tree is associated with the campaign during the upgrade process. The process then allocates the segment tree cells to the primary treatment for the campaign, so that allocations are preserved.
    • A campaign is now treated as a direct child of a program. Stages can still be used to create a program flow, however the stage is now an optional attribute of a campaign, rather than the parent of the campaign.

  
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