About the User Interface

Oracle CRM On Demand Marketing contains the following sections in the main user interface:

• Navigation Tabs

• Submenu

• Logging In to Oracle CRM On Demand Marketing

• Quick Access Menu

Navigation Tabs

Oracle CRM On Demand Marketing uses tabs to make each area of the application quickly accessible.

The main tabs in Oracle CRM On Demand Marketing are:

• Campaigns. This menu contains campaigns and programs.

• Website. This menu contains Web forms, microsites, topics, and recommendation rules.

• Assets. This menu contains offers and templates.

• Contacts. This menu contains contacts, lists, contact attributes, import contacts, accounts, and opportunities.

• Activities. This menu contains contact activities, queues, call center, and opt outs.

• Reports. This menu contains operational reports.

Submenu

The submenu for each tab shows the options available for the selected tab. To preview the functions available within a specific tab without clicking, pause the pointer on a tab, and a list of subfunctions is displayed.

Logging In to Oracle CRM On Demand Marketing

This procedure describes how to log in to Oracle CRM On Demand Marketing.

To log in to Oracle CRM On Demand Marketing

1. Log in to Oracle CRM On Demand, then click the link for Oracle CRM On Demand Marketing.

Quick Access Menu

The Quick Access menu is located to the left of Oracle CRM On Demand Marketing and provides these key sections:

• Quick Actions. You can create new items quickly by selecting from a menu. For more information, see To create new objects using the Quick Actions menu.

• Recent Items. You can navigate quickly between your ten most recent activities.

• Actions. These are common actions a user might need, such as checking a job status or changing a password.

To create new objects using the Quick Actions menu

1. From any screen, click the Quick Actions menu.

   A list of objects (such as attribute, campaigns, contacts, and so on) appears.

2. Choose a new object.

   The appropriate entry screen appears.

Guidelines for Naming Conventions

This topic provides guidelines for configuring naming conventions. Consider the following:

• Use naming conventions and document them.

• Name folders, for example, name folders by region, by solution area, by industry.

• Include campaign or program type, descriptive text, and date in campaign and program names.

• Use a naming convention for lists that denotes the type of list, for example, test, seed, production, inclusion, or exclusion.

• Document object-naming conventions.