Oracle Marketing Implementation Guide

Contents

Title and Copyright Information

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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