This chapter covers the following topics:
Events functionality in Oracle Marketing enables Event planning and execution. Event Schedules can be defined for various locations and times. To support rapid Event creation, definition, and maintenance, Events can be setup to define content, messaging, and planning information.
Consult the following sections to set up Events functionality:
Set the following profile options for Events:
| Option | Required | Level | Setting | Effect/Limitation |
|---|---|---|---|---|
| AMS : Auto Register for Events upon cancellation | Yes | Site | Yes/No | This is used to determine if the attendee can be moved from the waiting list to registered status if a spot is available |
| AMS : Copy Event Details to Event Schedules | Yes | Site | Yes/No | This is used to allow details of parent Event to be copied to the schedule |
| AMS : Prefix to Registration Confirmation Code | Optional | Site | User Defined | Characters for the Event Registration Confirmation Code. |
| AMS : HZ Dedupe Rule | Optional | Site | Yes/No | Indicates whether to use the TCA deduplication rules while performing Event registration. This applies only if you are importing list registrants using list import. |
| OS : Customer Access Privilege | Required | Resp | Full | Set this profile to Full in order to grant access to the Venue subtab. |
| OS : Bypass Group Validation | Required | Resp | Yes/No | Set this profile to Yes to grant access to the Venue subtab. |
| AMS : Enable Fulfillment | Optional | Site | Yes/No | Enables Oracle Marketing to be integrated with Oracle One-to-One Fulfillment. |
| AMS : Should Call to Inventory Modules be Made | Yes | Site | Yes/No | Indicates whether an Event may be created as an Oracle Inventory item. Set to Yes if wanting to store Events in inventory as “items”. |
| AMS : Should Call to Pricing Modules be Made | Yes | Site | Yes/No | Indicates whether an Event may be priced. |
Create or verify the following system lookups for Events.
| Key | Type | Values | Meanings |
|---|---|---|---|
| AMS_DELIVERY_MEDIA_TYPE | Extensible | I SEMINAR ON_SITE SEMINAR WEB |
I Seminar On Site Seminar Web |
| AMS_EVENT_STATUS | System | Active Archived Available Cancelled Closed Completed Denied_BA Denied_TA New On_Hold Submitted_ BA Submitted_TA Planning |
Active Archived Available Cancelled Closed Completed Denied Budget Approval Denied Concept Approval New Active, but locked Pending Budget Approval Pending Concept Approval Planning |
| AMS_EVENT_AGENDA_ STATUS | System | Confirmed Unconfirmed |
Confirmed Unconfirmed |
| AMS_EVENT_TYPE | Extensible | Briefing Conference Exhibition Hospitality Internal_Event Launch Seminar Speaking_ Engagement Sponsorship_Event Trade_Show Web_Seminar Workshop |
Briefing Conference Exhibition Hospitality Internal Event Launch Seminar Speaking Engagement Sponsorship Trade Show Web Seminar Workshop |
| AMS_ CONTACT_ POINT_TYPE | Extensible | Address Fax Inbound_ script Outbound_ script Phone Website |
Address Fax In bound Script Outbound Script Phone Website |
| AMS_ MASTER_ OBJECT_ TYPE | System | Camp CSCH EONE EVEH |
Campaign Campaign Activity One-Off Event Event |
| AMS_ PRIORITY | System | Fast_Track High Standard |
Fast Track High Standard |
| AMS_EVENT_SPEAKER_ STATUS | System | Booked Cancelled Confirmed Scheduled |
Booked Cancelled Confirmed Scheduled |
| AMS_EVENT_WAITLIST_ ACTION | System | First_Come_First | First Come First Served |
| AMS_EVENT_RESOURCE_ TYPE | System | AMS_People | People |
| AMS_EVENT_REG_STATUS | System | Cancelled Enrolled Registered Targeted Waitlisted |
Cancelled Enrolled Registered Targeted Waitlisted |
| AMS_EVENT_REG_SOURCE | System | Call_Center External On_Site Partner Web |
Call Center External On Site Partner Web |
| AMS_EVENT_REG_CANCEL_REASON | System | Agenda_Change Cost Personal_Emergency Price_Change Sch_Conflict Speaker_Change Venue_Change Work_Emergency |
Agenda Change Cost Personal Emergency Price Change Scheduling Conflict Speaker Change Venue Change Work Emergency |
| AMS_EVENT_PAYMENT_ STATUS | System | Comp Free Invoiced Paid Refunded |
Complimentary Free Invoiced Paid Refunded |
| AMS_EVENT_LEVEL | System | Main Sub |
Main Sub |
| AMS_EVENT_DAY | System | Five Four Three Two One |
5 4 3 2 1 |
| AMS_EVENT_CERT_ CREDIT_ TYPE | System | General Seed |
General Seed |
| AMS_EVENT_CANCEL_ REASON | System | Disaster Insufficient_Reg Postponed Schedule_Conflict Speaker_ Unavailable Venue_Unavailable |
Natural Disaster Insufficient Registration Postponed Schedule Conflict Speaker not available Venue not available |
| AMS_EVENT_ATTENDANCE_FAILURE | System | Agenda_Change Disaster Personal_Emergency Schedule_Conflict Speaker_Change Venue_Change Work_Emergency |
Agenda Change Natural Disaster Personal Emergency Schedule Conflict Speaker Change Venue Change Work Emergency |
| AMS_EVEH_PURPOSE | User | Organization defined values | Purpose for the Event. |
| AMS_EVEO_OBJECTIVE | User | Organization defined values | Objective for the Event. |
| AMS_RATE_CODE | User | User defined entries | Rates for venues. |
| AMS_VENUE_RATING | User | Excellent Good Fair Poor |
Excellent Good Fair Poor |
| AMS_VENUE_TYPE | User | Convention_Center Hotel Kiosk/Booth |
Convention Center Hotel Kiosk/Booth |
| AMS_EVEO_CONTENT_ACTIVITY | User | Cancelled Date_Change Reg_Cancel Reg_Confirm Reg_Waitlist Venue_Change |
Event Cancellation Event Date/Time Change Registration Cancellation Registration Confirmation Wait List Confirmation Venue Change |
For Events, run the program Activate Event Schedules. This program accomplishes two things:
Activates Events: Activates available event schedules and one-off events for which the start date has passed.
Completes Events: Picks up and completes event schedules and one-off events for which the end date has passed.
You can create a Vendor for Events by creating a venue for the Event, Event Schedule or One-off Event. When you create a venue, a record is created in TCA. A venue could be a hotel or a conference room offering services for an event to take place. In other words, the Venue is the Vendor. The venue location is stored as 'Party' details in the TCA, along with other details such as name and address of the venue.
In order to create venues, log in with the Oracle Marketing Super User responsibility.
Navigation:
Event > Events > Venue > Create
Event > Event Schedules > Venue > Create
Event > One Off Events> Venue > Create
Notes
Rating: You can rate the Venue based on its quality of service.
Planning Information: These details would help you plan the event, in terms of budget and area.
Categories are used with Events to group or categorize them. Examples of Event categories are educational Events or partnered Events.
The Event registration script provides a scripted flow of interactions for customer self-service online registration. This script is used for registering marketing Events. For example, the Marketing Event “Oracle Open World” requires participants to register online. The registration text (questions that users fill out online) is part of a seeded script. This script supports registrations for free Events only.
Three seeded scripts are shipped for Event Registration:
amserb2b.scr - B2B Event registration
amserb2c.scr - B2C Event registration
amserwca.scr - Event registration with customer authentication
Implement Event Registration Scripts from the Click-Through-Destination page for a campaign activity.
Prerequisites:
A registrable Event is available.
Scripts are deployed.
Survey is deployed.
Script and Survey is attached to a Campaign Activity.
Oracle One-to-One Fulfillment is implemented.
Event: Selecting an event is required for Event Registration scripts. If you do not select an Event object from the LOV, the Event Registration Script will fail.
When creating templates for Events, you must set up fulfillment rules. These rules are created to link objects and actions to cover letters. When creating fulfillment rules, it is important to note that Event letters can only use events tokens.
For events the following actions are seeded:
Event Cancellation: Send letters to Event roster when an Event is cancelled.
Event Date Change: Send letters to Event roster when the date of the Event is changed.
Invitation: Send letters to Event roster for Event invitations.
Registration Cancellation: Send a letter on Event registration cancellation.
Registration Confirmation: Send a letter on Event enrollment or registration
Venue Change: Send letters to Event roster when the venue for the Event is changed. Letters will not be sent if a venue is removed from the Event.
Wait List Confirmation: Send a letter when the registration status changes from wait list to confirmed.
Navigation: Administration > Marketing > Fulfillment Setup > Event Communications
Cover Letter: Cover letters available are those created in Oracle Fulfillment.
In Events you can create individual Programs that form a part of an Event. Each program has a parent program you can associate child programs to. Marketing Managers can view their team's programs from the Program Details page. You can create a Program, and attach a Business Unit and purpose to it.
For more information on creating Programs, see the Oracle Marketing User Guide.