Siebel Marketing Installation and Administration Guide

What's New in This Release

Back to top

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

Confirm Host and Symbolic URL for the Marketing Module

Setting up the Marketing File System for Mixed Environments

Setting Optional Marketing Parameters

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

Back to top

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 System Parameters for the Marketing Module

Managing Marketing Jobs

Managing Cache in the Marketing Jobs Console

Managing Marketing Defaults

Back to top

Designing Marketing List Formats

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

Back to top

Creating Source Code and Vendor Profiles

Creating Source Code Formats

Setting Up Vendor Profiles

Vendor Tasks

Defining Vendors

Defining Distribution Profiles for Vendors

Back to top

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

Back to top

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)

Configuring Email Marketing Daemons

Configuring Email Marketing Daemons to Communicate With the Marketing Object Manager

Configuring the Email Sending Daemon

Configuring the Bounce Handler Daemon

Configuring the Click-Through Daemon

Final Test of Email Marketing Components

Back to top

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

Back to top

Advanced Marketing Information for Administrators

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

Back to top

Upgrade Guidelines for Siebel Marketing

About Upgrading Siebel Marketing

Requirements for Upgrading to Siebel Marketing 7.7 With Analytics

Postupgrade Marketing Configuration

Back to top

Siebel Marketing Installation and Administration Guide