Siebel Marketing Installation and Administration Guide
What's New in This Release
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Installing and Administering Siebel Marketing
About Implementing Siebel Open UI
Installing Siebel Marketing
Enabling and Synchronizing Marketing Server Components
Activating and Configuring Marketing Workflow Processes
Activating and Registering Tasks for Marketing Activities
Updating Marketing Connection Settings
Connecting Siebel Server to Business Intelligence Presentation Server
Confirming Host and Symbolic URL for the Marketing Module
Creating Permissions
Setting Up the Marketing File System
Setting Universal Time Option
Enabling Automatic Responses for Opportunities and Orders
About the Marketing Approval Process
Configuring the Marketing Approval Values
Load Balancing and Global Deployment of Siebel Marketing
About Marketing Responsibilities and Access Groups
Creating Marketing Seed Data
Configuring the CKEditor File Manager
Configuring Social Sharing Communities for Email Treatments
Guidelines for Testing the Marketing Module in an Integrated Environment
Monitoring Marketing System Tasks
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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
Example of Creating a Response Load Format
Example of Creating a Lead Load Format
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
About the Marketing Lead Integration Object
About the Marketing Response Integration Object
Examples of Recommended Campaign Load Mappings
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Installing and Configuring Email Marketing
About Siebel Email Marketing
About Installing and Configuring Siebel Email Marketing
Architecture of Siebel Email Marketing
Requirements for Installing Email Marketing
Configuring Basic and Advanced Email Personalization
Removing an Existing Version of the Email Marketing Daemons
Installing the Java Development Kit
Verifying That the Object Manager Is Enabled and Running
Installing the Email Marketing Server
Installing the Email Sending Daemon
Installing the Bounce Handler Daemon
Installing the Click Through Daemon
Roadmap for Configuring Email Marketing Daemons
Identifying the Web Service Endpoint URL
Process of Configuring the Email Sending Daemon
Identifying the Outbound Mail Transfer Agents for the Email Sending Daemon
Configuring the Email Sending Daemon to Access the Marketing File System
Configuring the SOAP Communications Port
Configuring Web Services Properties for the Email Sending Daemon
Verifying the Email Sending Daemon Installation
Configuring the Marketing Application to Connect to the Email Sending Daemon
Configuring the Email Address Headers for the Email Marketing Server
Process of Configuring the Bounce Handler Daemon
Verifying the Bounce Handler Daemon Installation
Configuring the Bounce Address of the SMTP Envelope
Configuring Web Services Properties for the Bounce Handler Daemon
About Creating Classification Rules for Bounce Messages
Configuring How the Bounce Handler Daemon Classifies Bounce Messages
Process of Configuring the Click Through Daemon
Configuring the Click Through Daemon HTTP Server Port
Verifying the Click Through Daemon Installation
Configuring the Click Through Daemon, Web Marketing, and Events Base URLs
Configuring Web Services Properties for the Click Through Daemon
Configuring Email Marketing Components for HTTPS Communications
(Optional) Verifying Email Marketing Component Configuration
Process of Testing the Email Marketing Components with Siebel Marketing
Creating the Test Email Template
Sending the Test Email Template to Test Contacts
Confirming That Tests Function as Expected
Administering Email Marketing
Monitoring Email Sending Daemon Jobs Using the Jobs Console
Prioritizing Email Sending Daemon Jobs
Limiting Maximum Throughput Rate for the Email Sending Daemon
Disabling SMTP Command Pipelining
About Email Marketing Log Files
Configuring Email Marketing Server Logging
Setting Up Administrator Alerts for Email Marketing
Setting Up Automatic Failover for the Email Sending Daemon
Configuring the Status of Email Addresses
Implementing Spam Scoring of Email Templates Using SpamAssassin
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Setting Up Web Marketing
About Siebel Web Marketing
About Web Marketing Web Site Visitors
Setting Up Siebel Web Marketing
Installing Web Marketing
Installing the Web Survey Daemon
Configuring the Web Survey Daemon
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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Advanced Marketing Information for Administrators
About Upgrading Campaigns from Earlier Versions
Field Names for Marketing Integration Components
Extending Column Data to Promote Prospects to Contacts
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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
Logical Entity Relationships for Marketing Objects
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Email Marketing Configuration Properties
New and Changed Properties in the esd.properties Configuration File
New and Changed Properties in the ctd.properties Configuration File
New and Changed Properties in the bhd.properties Configuration File
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