Bookshelf v8.1/8.2: Activating and Configuring Marketing Workflow Processes

The Siebel Marketing application uses a group of workflow processes to support various functions. This topic describes how to activate those workflow processes, and how to configure the Marketing Campaign Load workflow process.

Activating Workflow Processes

Before you can use Siebel Marketing, you must activate the workflow processes it requires.

Table 6. Workflow Processes Required for Siebel Marketing
Workflow Name	Group	Description
Analytics Data Load	Marketing	Loads data through EAI for Customer Synchronization or Analytics Data Load requests.
Business Rules Workflow	Marketing	Invokes lead rules.
Campaign Copy	Marketing	Applies a campaign template.
Email Marketing - Forward to Friend	Marketing	Sends new emails to forward recipients.
Email Marketing - Update Status	Marketing	Updates the delivery status of an email offer.
Event Stage Execution Workflow	Marketing	Performs the scheduled execution of an event stage.
Generate Source Code	Marketing	Generates source codes for a campaign.
Import Marketing Contact	Marketing	Subprocess for Marketing Campaign Load.
Lead To Opty Conversion	Marketing	Converts a lead to an opportunity.
List Export	Marketing	Requests list files to be generated by the Marketing module.
List Export (Internal)	Marketing	Generates list files for sending email offers using basic mode.
List Purge	Marketing	Purges prospects from an internal list.
Marketing Approval Process	Marketing	Routes marketing approval items.
Marketing Campaign Launch	Marketing	Starts one or more campaign waves.
Marketing Campaign Load	Marketing	Loads segment or list members into a campaign.
Marketing Create Lead	Marketing	Creates leads.
Marketing Create Response	Marketing	Creates responses.
Marketing Stage Execution	Marketing	Scheduled execution of a program stage.
Marketing Wave Launch	Marketing	Subprocess for Marketing Campaign Launch.
Mktg Import - Account Process	Marketing	Allows multi-threaded batch import of accounts from an external file to core Siebel CRM tables. This workflow is invoked from the Mktg Master Import Process workflow.
Mktg Import - Contact Process	Marketing	Allows multi-threaded batch import of contacts from an external file to core Siebel CRM tables. This workflow is invoked from the Mktg Master Import Process workflow.
Mktg Import File Processing	Marketing	Processes files for import. This workflow is invoked from the Mktg Master Import Process workflow.
Mktg Import - Lead Process	Marketing	Allows multi-threaded batch import of leads from an external file to core CRM tables. This workflow is invoked from the Mktg Master Import Process workflow.
Mktg Import - Prospect Process	Marketing	Allows multi-threaded batch import of prospects from an external file to core CRM tables. This workflow is invoked from the Mktg Master Import Process workflow.
Mktg Import - Response Process	Marketing	Allows multi-threaded batch import of responses from an external file to core Siebel CRM tables. This workflow is invoked from the Mktg Master Import Process workflow.
Mktg Master Import Process	Marketing	This workflow is the entry point for processing all import objects. The workflow launches processes by reading job details.
Post-Launch Custom Workflow	Marketing Custom Workflows	This is the custom workflow for post-launch tasks which can be executed immediately after launching a campaign. You can customize this workflow to add your own validation or business logic.
Post-Load Custom Workflow	Marketing Custom Workflows	This is the custom workflow for post-load tasks which can be executed immediately after loading a campaign. You can customize this workflow to add your own validation or business logic.
Pre-Load Custom Workflow	Marketing Custom Workflows	This is the custom workflow for pre-load tasks which can be executed before the Campaign Load process. You can customize this workflow to add your own validation or business logic.
Program Copy	Marketing	Applies a program template.
Program Prioritization Workflow	Marketing	Manages cross-program prioritization while executing event triggers.
Promote Prospect (Many)	Marketing	Promotes multiple prospects to contacts.
Promote Prospect (Single)	Marketing	Promotes a single prospect to a contact.
Purge Staging Process	Marketing	Purges the staging tables used for the import process.
Response To Lead Conversion	Marketing	Converts a response to a lead.
Response To Opty Conversion	Marketing	Converts a response to an opportunity.

Configuring the Marketing Campaign Load Workflow Process

The Marketing Campaign Load workflow process is used to load a segment or list of target members into a campaign. After member information is loaded, the campaign can then be launched. Campaigns can either be launched all at once, in which case the campaign offer is distributed to all campaign target members at the same time, or it can be launched in waves, that is, at set distribution periods. When member records are loaded into a campaign, they are stamped with wave identifiers to indicate the campaign wave to which they are assigned.

In the current release, to optimize the time it takes for campaigns to load, target member records are loaded in parallel. In addition, member records are updated with wave IDs in batches, instead of each record being updated sequentially.

You can configure the number of contacts to be included in each wave ID update batch, thereby allowing you to specify the value that is most appropriate for your implementation. To do this, you must configure the Marketing Campaign Load workflow process as described in the following procedure.

NOTE: The functionality described in this topic requires that you install Siebel CRM Release 8.1.1.9 or later, or 8.2.2.2 or later. For information, see the applicable Siebel Maintenance Release Guide on My Oracle Support.

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