PeopleSoft Enterprise CRM 9.1 Marketing Applications PeopleBook

Creating Campaign Collateral

This chapter provides an overview of campaign collateral and discusses how to manage collateral.

Understanding Campaign Collateral

This section discusses:

Collateral types and subtypes.
Collateral statuses.

Campaign collateral (also sometimes called content) is all the material that you produce to support a campaign. It includes material destined for your target audience and others outside your organization, as well as material for internal use. Campaign collateral can take any form: radio commercials on audio cassette, glossy direct mail packets, text files, and so on.

Associate collateral with campaign activities to manage the production and dispersion of that collateral as part of your overall campaign. You can access actual collateral through PeopleSoft Marketing if that collateral is stored on your computer (for example, text and graphic files).

Examples of campaign collateral include:

Press kits.
Television commercials.
Giveaway items.
Event banners.
Scripts for promotional presentations.
Market research summaries.
Web pages.

Collateral Types and Subtypes

Types and subtypes help to categorize your collateral. For organizational purposes, collateral types identify the types of collateral that you create. Collateral subtypes modify collateral types, making them more precise. Every collateral subtype belongs to a collateral type. For example, Email and Letter are subtypes of the type Direct Marketing. PeopleSoft Marketing is delivered with various collateral types and subtypes. You can define additional collateral types and subtypes on the Types and Subtypes setup pages.

The following collateral types and subtypes are delivered with your system:

Collateral Type	Collateral Subtype
Creative	Ad Creative
Creative	Image Suite
Creative	Poster
Deliverable	CD
Deliverable	Data Sheet
Deliverable	Executive Overview
Deliverable	General Overview
Deliverable	Success Story
Deliverable	Value Proposition
Deliverable	White Paper
Direct Marketing	Call Script
Direct Marketing	Direct Mail Piece
Direct Marketing	Email
Direct Marketing	Letter
Direct Marketing	Magazine Insert
Event	Demo
Event	Event Handouts
Event	Giveaways
Event	Scripted Presentation
Event	Signage
Event	Staging
Event	Video
Press/Analyst	Bullet
Press/Analyst	Press Release
Press/Analyst	Press/Analyst Kit
Publishing	Article
Publishing	Magazine
Publishing	Newsletter
Sales Tools	Competitive Sales Guide
Sales Tools	Discussion Guide
Sales Tools	Market Research
Sales Tools	Sales Tools
Sales Tools	Send Mail
Sales Tools	Training Presentation
Web	Landing Pad and Offer
Web	Web Page

Collateral Statuses

Collateral passes through a structured life cycle. At each stage in its life cycle, collateral has a status. Status changes must follow predefined status rules. You can use the status rules that are delivered with your system, or you can redefine status rules on the Status Rules page.

The following table shows collateral statuses:

Status	Description
New	Collateral has just been created or imported.
In Review	Collateral is being reviewed for approval.
Re-Work	Collateral was not approved for use in this campaign activity.
Planning	Collateral was approved for use in this campaign activity and is now in development.
Completed	Collateral is defined and ready for use.
Expired	Collateral is no longer used.

Managing Collateral

This section lists common elements and discusses how to:

Add or editing a collateral definition.
Define collateral.
Associate files with collateral.
Associate tasks with collateral.
Enter the costs of creating collateral.
View, add, and send collateral notes in email.

Common Elements Used in This Section

Collateral ID	The code that uniquely identifies the collateral.
SetID	The setID in which the collateral resides.

Pages Used to Manage Collateral

Page Name	Definition Name	Navigation	Usage
Manage Collateral	RA_CONTENT_GRD_PG	Marketing, Manage Collateral	Add or edit collateral definition.
Manage Collateral - Collateral Details	RA_CONTENT_DETAIL	To add a new collateral definition, click the Add Collateral button on the Manage Collateral page. To view or edit an existing collateral definition, use the search functionality on the Manage Collateral page. Click the Collateral Name to access the definition.	Define collateral.
Manage Collateral - Files	RA_CONTENT_ATCH	Marketing, Manage Collateral, Files	Associate files with collateral.
Manage Collateral - Task	RA_CONTENT_TASK	Marketing, Manage Collateral, Tasks Select a task type and click Add Task to add a task, or click Add Task Set to add a task set.	Associate tasks with collateral.
Manage Collateral - Costs	RA_CONTENT_COST	Marketing, Manage Collateral, Costs	Enter the costs of creating collateral.
Manage Collateral - Notes	RA_CONTENT_NOTE	Marketing, Manage Collateral, Notes Click the Summary of Notes link on the Collateral - Notes page.	Write notes and attach them to collateral, view brief descriptions of your collateral notes, and access those notes.

Adding or Editing a Collateral Definition

Access the Manage Collateral page (Marketing, Manage Collateral).

The Manage Collateral page enables you to search for an existing collateral definition or add one. When you select an existing definition or add one, you are taken to the Manage Collateral - Collateral Details page.

Defining Collateral

Access the Manage Collateral - Collateral Details page (click the Add Collateral button on the Manage Collateral page).

Name

Enter a brief descriptive name for the collateral.

Parent Name

At times, two or more pieces of collateral are related to each other. For example, you might have an envelope printed to match a brochure that you're sending out. To make sure that the two go together, you create a parent and child relationship. If the collateral has a parent, select that parent here.

Description

(Optional) Enter a definition of the collateral.

Type

Select a collateral type from the available list. Collateral types are defined on the Type setup page.

SubType

Select a collateral subtype from the available list. Collateral subtypes are defined on the Sub Types setup page.

Owner

Select a collateral owner. The owner is the person responsible for the collateral. The collateral owner is the default assigned-by person for collateral tasks.

Status

Identify the collateral's position in its life cycle.

Quantity

Enter the quantity of the collateral to be produced.

Associating Files with Collateral

Access the Manage Collateral - Files page (Marketing, Manage Collateral, Files).

The Files page displays summary information about collateral materials stored in your computer system. For example, you might store the text and graphics files that you use to create a brochure. These files are often not the finished collateral product, but are used in the creation of the final product.

File Name	Displays the name of the file attached to the collateral.
Description	Enter an optional description of the file.
Owner	Displays the person who is responsible for the file attached to the collateral.
Date Added	Displays the date when the file was attached to the collateral.
Attach File	Click the Attach File button to upload a file.

Associating Tasks with Collateral

Access the Manage Collateral - Task page (Marketing, Manage Collateral, Tasks).

The Task page displays summary information about tasks associated with the collateral definition and enables you to attach new tasks and task sets.

Task Shell	Select a task shell from the available options.
Task Sets	Select a task set from the available options.
Add Task	Click to add a new task.
Add Task Set	Click to add a new task set.
Name	Displays the name of the task or task set
Assigned By	Displays the name of the user who assigned the task or task set.
Assigned To	Displays the name of the user to which the task has been assigned.
Start Date	Displays the date that the task is to begin.
Due Date	Displays the date that the task is scheduled to be completed.
Priority	Displays the relative urgency of the task.
Status	Displays the position of the task in its life cycle.
% Complete (percent complete)	Displays the portion of the task that you have completed.
Description	Displays the description of the task or task set.

See Defining Task Tools.

Entering the Costs of Creating Collateral

Access the Manage Collateral - Costs page (Marketing, Manage Collateral, Costs).

Cost Description

Select the description of the cost that you want to associate with the collateral. Costs are defined on the Cost setup page.

Components

Displays the description of the cost type associated with the selected cost.

Variable

Displays whether the cost of the collateral is defined as variable or fixed.

Unit Cost

Enter the cost of a single unit of the collateral.

Forecast Value

Enter the expected cost of all the collateral. This is the number of pieces multiplied by the unit cost.

Actual Value

Enter the actual cost of all the collateral. This is the final cost after adjustments are made for quantity purchased or changes in unit costs.

Viewing, Adding, and Sending Collateral Notes in Email

Access the Manage Collateral - Notes page (Marketing, Manage Collateral, Notes).

See Working with Notes and Attachments.

Name	Enter a brief descriptive name for the collateral.
Parent Name	At times, two or more pieces of collateral are related to each other. For example, you might have an envelope printed to match a brochure that you're sending out. To make sure that the two go together, you create a parent and child relationship. If the collateral has a parent, select that parent here.
Description	(Optional) Enter a definition of the collateral.
Type	Select a collateral type from the available list. Collateral types are defined on the Type setup page.
SubType	Select a collateral subtype from the available list. Collateral subtypes are defined on the Sub Types setup page.
Owner	Select a collateral owner. The owner is the person responsible for the collateral. The collateral owner is the default assigned-by person for collateral tasks.
Status	Identify the collateral's position in its life cycle.
Quantity	Enter the quantity of the collateral to be produced.

Cost Description	Select the description of the cost that you want to associate with the collateral. Costs are defined on the Cost setup page.
Components	Displays the description of the cost type associated with the selected cost.
Variable	Displays whether the cost of the collateral is defined as variable or fixed.
Unit Cost	Enter the cost of a single unit of the collateral.
Forecast Value	Enter the expected cost of all the collateral. This is the number of pieces multiplied by the unit cost.
Actual Value	Enter the actual cost of all the collateral. This is the final cost after adjustments are made for quantity purchased or changes in unit costs.