Oracle Marketing Implementation Guide

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Preface

Overview

Key Benefits

Functional Areas

Oracle E-Business Suite Dependencies

Oracle E-Business Suite Dependency Overview

Mandatory vs. Conditional Dependencies

Understanding and Setting Up Mandatory Dependencies

Setting Up Oracle CRM Application Foundation

Setting Up Oracle One-to-One Fulfillment

Setting Up Oracle Applications Object Library

Setting Up Oracle General Ledger

Defining the Marketing Calendar

Setting Up Oracle Human Resources

Setting Up Oracle Inventory

Setting Up Product Lifecycle Management

Setting Up Oracle Content Manager

Creating the Implementation User

Creating the Employee

Defining a User by Adding Responsibilities

Customizing Dashboard

Setting the Default Application and Responsibility

Importing the Employee

Updating Group Access

Understanding MOAC

Understanding Sales Methodology

Understanding and Setting Up Conditional Dependencies

Optional Marketing and Partnering Enhancements

Optional Integrations

Integrating Oracle Marketing and Oracle Discoverer

Creating the Discoverer End User Layer

Importing the Discoverer EUL

Implementing and Administering Oracle Marketing Common Components

Common Component Overview

Implementing Common Components

Setting Up Common Component Profiles

Creating Custom Setups

Running Concurrent Programs for Common Components

Implementing Marketing Users

Implementing Marketing Responsibilities

Setting up Tasks

Setting Up Calendar

Implementing and Administering Audience

Audience Overview

Implementing Audience Users

Setting Profiles for Lists

Running List Concurrent Programs

Verifying Lookups

Implementing List Import

Local and Seed Data Sources

Remote Data Sources for Separate Warehouses

Creating the Database Link in the Local Instance

Creating and Refreshing Data Source in the Audience Administration Dashboard

Creating Data Sources in the Audience Administration Dashboard

Refreshing Data Source

Creating Query Templates

LOVs for Attributes

Understanding Parameterized Query Templates

Creating and Managing Deduplication Rules

Creating and Managing Fatigue Rules

Suppression Lists

Implementing Contact Preferences

Administering List Imports

Implementing Existence Checking and Replacement Rules

Importing Lists

Importing Lists from XML or CSV Files

Implementing List Import for Universal Work Queue

Creating List Import User Hooks

Setting Up Discoverer for Lists

Troubleshooting

Running a Script to Setup Schema in a Remote Database

Implementing and Administering Data Mining

Data Mining Overview

Implementing Data Mining

Registering Your ODM Password with Oracle Applications

Activating the Data Mining Concurrent Manager

Setting System Profiles

Running Data Mining Concurrent Programs

Administering Data Mining Functionality using Predictive Analytics

Seeded Model Types

Creating Custom Model Types

Defining Seeded Data Source Attributes

Creating Data Sources

Creating Targets

Seeded Targets

Implementing and Administering Campaigns

Campaigns Overview

Implementing Campaign Users

Updating and Verifying Lookups for Campaigns

Running Concurrent Programs for Campaigns

Implementing Templates

Campaign Templates

Activity Templates

Creating Campaign Templates

Implementing Channels and Marketing Mediums

Process Flow for Creating Channels

Process Flow for Creating Marketing Mediums

Implementing Approval Rules

Implementing Mandatory Rules

Implementing Locking Rules

Implementing Categories

Implementing User Statuses

Implementing Geographic Areas

Implementing Marketing Source Codes

Implementing Security for Marketing Objects

Migration

Implementing Monitors

Implementing and Administering Tracking Metrics

Tracking Metrics Overview

Understanding Metrics

Understanding the Metric Object Hierarchy

Understanding Summary Hierarchy

Understanding Rollup Hierarchy

Understanding Formula Metrics

Creating Metrics for Control Group Analysis

Understanding Metric Calculation Types

Understanding Metric Display Types

Understanding Metric Currency Values

Working with Metric Templates

Implementing Metrics

Process Flow for Creating Metrics

Setting Metric Profile Options

Implementing Summary Metrics

Implementing Rollup Metrics

Implementing Manual Metrics

Implementing PL/SQL Programs for Metrics

Implementing Procedure Metrics

Implementing Function Metrics

Implementing Variable Metrics

Implementing Formula Metrics

Associating Metrics to Marketing Objects

Running the Metrics Concurrent Program

Control Groups and Metrics

Collecting Metrics History

Seeded Metrics Reference

Implementing and Administering Budgets

Budgets Overview

Implementing Budget Security

Implementing Budget Categories

Implementing Budget Approval Rules

Implementing Business Units for Budgets

Implementing Multiple Currencies for Budgets

Understanding Budget Status

Implementing Budget Requests

Implementing Budget Reconciliations

Implementing Budget Roll-up Views

Implementing and Administering Products and Offers

Products Overview

Offers Overview

Setting System Profiles for Offers

Creating and Verifying Lookups for Offers

Running Concurrent Programs for Offers

Troubleshooting

Implementing and Administering Web

Web Overview

Web Templates

iStore Integration

Implementing Sites

Implementing Pages

Implementing Placements

Custom Web Sites and Placements

Understanding and Using Clickthrough URLs

Troubleshooting

Implementing and Administering Direct Marketing Fulfillment

Implementing Email, Print, and Fax Activities

Creating Cover Letters

Fulfillment Setup

Creating and Managing Content Types

Creating and Managing Cover Letters

Creating and Managing Fulfillment Queries

Understanding and Using Clickthrough URLs

Creating Custom Renditions for Content

Setting Up Web ADI

Web ADI overview

Web ADI Layouts

Prerequisites for Using Web ADI

General Guidelines for Using Web ADI Layouts

Seeded Layouts

Security Requirements for Web ADI

Implementing Web ADI Integration

Implementing Web ADI

Implementing Web ADI Responsibility

Concurrent Programs for Web ADI Integration

Creating Custom Layouts

Implementing and Administering Events

Events Overview

Setting System Profile Options for Events

Creating and Verifying Lookups for Events

Running Concurrent Programs for Events

Setting Up Vendors

Setting Up Categories

Setting Up Registration Scripts

Implementing Event Fulfillment

Integration with Programs

Implementing and Administering Deliverables

Deliverables Overview

Setting System Profile Options for Deliverables

Creating and Verifying Lookups for Deliverables

Implementing Products

Implementing Oracle Product Lifecycle Management

Implementing Oracle Inventory for Marketing Products

Validating Inventory Organization for Products

Setting System Profiles for Products

Validating Item Validation Organization

Creating and Verifying lookups for Products

Running Concurrent Programs for Products

Recompiling Key Flexfield Segments

Administering Products

Administering Product Templates

Creating a New Product or Service Template

Implementing the New Template

Selecting Product Attributes in Seeded Product Templates

Implementing Price Lists

Setting System Profile Options for Price Lists

Creating and Verifying Lookups for Price Lists

Implementing Marketing Intelligence

Marketing Intelligence Overview

Implementing Marketing Intelligence

Setting System Profile Options for Marketing Intelligence

Implementing Lookups for Marketing Intelligence

Defining Exchange Rates

Loading Marketing Facts for a Request Set

Loading Marketing Facts for a First Time Build

Creating Initial Build of Materialized Views

Loading Marketing Facts From a Previous Refresh Date

Refreshing Materialized View for Campaigns, Events, and Budgets

Defining Marketing Calendar Periods

Implementing Lead Intelligence

Creating Initial Build of Materialized View for Lead Intelligence

Refreshing Materialized Views for Lead Intelligence

Loading Marketing Facts from Previous Refresh Date

Oracle Marketing Profile Option Reference

Before You Begin

Setting Profile Options

Oracle Marketing Profile Option Reference

Oracle Marketing Lookup Reference

Understanding Lookups

Creating New Lookup Types

Oracle Marketing Lookup Reference

Oracle Marketing Request Set and Concurrent Program Reference

Running Concurrent Programs

Checking Concurrent Program Status

Oracle Marketing Request Sets

Oracle Marketing Concurrent Program Reference

Oracle Marketing List Import Field Reference

B2B List Import Fields

B2C List Import Fields

Event List Import Fields

Lead List Import Fields

Seeded User Statuses

User Status Overview

Seeded User Statuses

Seeded Data Source and Data Source Attribute Reference

Seeded Data Sources

Seeded Data Source Parent-Child Relationships

Data Source Attribute Reference

Index

Oracle Marketing Implementation Guide

Contents