Siebel Marketing Installation and Administration Guide > Installing and Configuring Email Marketing > Requirements for Installing Email Marketing >

Configuring Basic and Advanced Email Personalization

Your application can be configured to use one of two methods for email merge fields:

• Basic. The Basic mode is used when your organization has not licensed or deployed the marketing segmentation module, or if your requirements do not call for advanced merge fields. This option uses a fixed set of merge fields based on the available fields in the campaign recipient business component. In this mode, the email list is generated directly from the business component and delivered to the Email Sending Daemon for sending the email messages.
• Advanced. The Advanced mode is only available if your organization has deployed the marketing segmentation module. This option provides a flexible set of merge fields based on data from any data source or table accessed by the Oracle Business Intelligence repository. The merge fields are determined by the fields in the Personalization Format (Email Server list format) that you select for the email offer.

Configuring Basic Email Personalization Mode

To configure basic email personalization mode, perform the steps in the following procedure.

To configure basic email personalization mode

1. Navigate to the Administration - Server Configuration screen, then the Servers view.
2. Select a server.
3. In the Components tab, query for the Marketing component.
4. Click the Parameters tab for this object manager.
5. Query for the Email Personalization Format parameter.
6. Make sure the Value field is set to any value other than a path name. For example, set it to Default Merge Fields. Using a nonpath name as a value allows Basic Personalization.

Configuring Advanced Email Personalization Mode

The advanced personalization mode requires that you install the Marketing Module for segmentation and list generation and configure the required marketing metadata for list export. Perform the following steps to set up advanced email personalization.

To configure advanced email personalization mode

1. Configure the marketing metadata for list generation. For instructions, see the Oracle Business Intelligence Enterprise Edition documentation.
2. Create one or more Email Server List Formats in the List Format Designer. For instructions, see Oracle Marketing Segmentation Guide.
3. Designate one of the list formats as the default Email Personalization format for the Siebel Marketing application by performing the steps in the following procedure. This set of merge fields populates for any new email offers that are created.
   1. Navigate to the Administration - Server Configuration screen, Servers, and then the Components view.
   2. In the components list, query for the Marketing (ENU) component.
   3. Click the Parameters view tab.
   4. In the Component Parameters list, query for the Email Personalization Format parameter.

      The initial value is Default Merge Fields.

   5. To change the default system email list format to another email list format, enter the full Web catalog path in the Value on Restart column. For example:

   /shared/Marketing/Example List Formats/Advanced Merge Fields

   6. If the catalog path is too long to enter in the parameter column, then you might need to shorten the folder and list format name in the Business Intelligence Web catalog.