Configuring Personalized ID

This feature enables contacts to register for marketing programs and microsites by using a personalized ID (PID), which contains their first and last name rather than appending the contact ID and email address as parameters to the program pretty URL. Providing configurable personalized IDs allows marketers to create personalized pretty URLs that are friendlier when displayed by contacts. The following is an example of a personalized URL:

http://company.com/go/acme/program?ContactId=12378748&email=[e-mail]

The following is an example of a personalized URL with a PID:

http://company.com/go/acme/program/john.doe

When creating personalized IDs you must know the data restrictions that apply to your database. Defining a PID format using first and last name is effective only if the majority of records in your contact database include these values.

To configure personalized IDs

1. Click Admin in the upper-right corner of the screen.

2. In the Registration Management section, click Personalized ID Configuration.

3. Enable Personalized ID by selecting the check box.

4. Select the Personalized ID Format from the available choices in the list, and click Add. You can choose two or more of the following values:

   • First Name

   • Middle Name

   • Last Name

   • Email - Username

   • Email - Domain

   • Contact Id

   • Sequence Number (In the event that a contact may receive multiple personalized URLs.)

   • Delimiters are: period (.), comma (,) underscore (-)"_" and hyphen (-).

5. Define a PID format by arranging two or more of the previous components into a sequence.

   When a PID format is defined, it is created for any new contact records that do not already have a PID.

6. Choose a sequence delimiter.

   A sequence delimiter is appended if there is more than one record for a First Name and Last Name combination. In that event, the PIDs are as follows: John.Doe.1 and John.Doe.2.

   The format selected appears in the right-hand column under Generated PID for Sample Contact.

7. Click Save to create PIDs for any new contacts entered into the database from this point forward, or choose Generate PIDs for Existing Contacts to establish PIDs for all existing contact records.

The process of creating PIDs for all database contacts can take a few minutes but is performed in background mode so you are free to proceed to other tasks.

What Rules Apply When Oracle CRM On Demand Marketing Is Assigning PIDS to Contact Records

The following rules apply to the generation of PIDs for contact records, in the following order:

1. Oracle CRM On Demand Marketing uses the default PID format and generate a unique PID.

2. If some of the components used for deriving the PID are missing Oracle CRM On Demand Marketing uses components that have available data.

3. If all the components used for deriving the PID are missing Oracle CRM On Demand Marketing assigns the contact Id as the PID.

4. Oracle CRM On Demand Marketing assigns the contact ID as PID if the default PID results in multibyte data.

5. Oracle CRM On Demand Marketing increments the sequence number component of the PID and creates a distinct PID, for example, John.Doe.2, if a duplicate PID is found.

To check to see if PIDs have been created

1. Navigate to the Contacts tab

2. Display a contact record.

   The PID attribute and the value created appear.

If the PID for a contact contains multibyte characters that cannot be supported in a URL, then set the contact Id as the PID. The PID is always stored in lowercase. All characters from the PID components except for the following are removed: A-Z, a-z, 0-9, period, comma, hyphen, and underscore.

If necessary, it is possible to change the format of PIDs for contacts by deleting the format components and redefining the format. This format applies the new format to all new PIDs. You must regenerate new PIDs for all contacts in the database to replace the previous values. Consider the format carefully before you generate PIDs to avoid changes. System administrators can also edit individual PIDs manually. Oracle CRM On Demand Marketing verifies the uniqueness of the new PID before saving it.

If the PID format is changed after it has been in use by programs, templates, or microsites, the previous PID format does not work. If a contact clicks a link containing the old PID format, then the contact receives a blank Web form without prepopulated data. You can add the PID to an outbound email, a template, or a microsite page as you can with any other personalization attribute.

To use PIDs in programs, templates, and microsites

1. During the creation of an email invitation, select the program profile from the left-hand list and one of the two choices from the right-hand list:

   • Personalized Pretty URL using PID. The tag is replaced with values from each contact record at run time.

   • Personalized Pretty URL using PID (Click Here). The words Click Here are inserted and linked to the URL.

2. Position your pointer where you want to place the tag in the email content, and click Insert.