Selecting Queue Delivery Options

You have five options to deliver data by your queue:

• Email

• Email as CSV

• Call Center

• FTP

• SFTP

Email

The Email Queue Delivery option sends a separate email for every prospect assigned to the queue. The Email option also sends a separate email for each action that qualifies the contact to be assigned to the queue. For example, if a prospect registers multiple times for the campaign defined in the queue assignment rules or registers multiple times within the time period defined in the queue assignment rules, multiple emails are sent. Email notifications are sent to all addresses identified in the distribution list.

To select email as your queue delivery option

1. Complete the fields on the New Queue screen, and select Email from the Queue Delivery System list.

   Additional fields appear.

2. Complete the field for the distribution list by entering email addresses, one on each line.

3. Enter a From Address.

4. Enter a Subject line.

5. Click Next.

Email as CSV

When you select the Email as CSV option, Oracle CRM On Demand Marketing sends an incremental CSV file as an email attachment to the designated distribution list. In this case, a prospect who meets the requirement for assignment to the queue multiple times within the specified period is listed multiple times in the CSV spreadsheet.

To select the email as CSV option for your queue delivery

1. On the New Queue screen, enter the information, and select the type of delivery method as Email as CSV from the list.

2. Complete the field for distribution list by entering email addresses, one on each line.

3. Enter a From Address.

4. Enter a Subject line.

5. Click Next.

6. On the New Queue Attributes screen, select the attributes.

   These selected attributes are included in the individual email content.

7. Complete the configuration of the email queue.

   For more information, see Creating Queues.

8. On the New Queue Attributes screen, select the attributes.

   These selected Attributes are included in the assigned queue CSV spreadsheet.

Each attribute selected corresponds to a column in the CSV spreadsheet. By default, the columns are ordered as follows:

• All demographic attributes in alphabetical order

• All insight attributes in alphabetical order

• All prospect insight attributes in alphabetical order

• All campaign attributes in alphabetical order

• All program attributes in alphabetical order

To control the order of columns in the spreadsheet

1. Use the Sequence buttons to move attributes (and thus columns) to a more logical order from left to right.

2. Sequence the attribute order on the Queue Attribute Sequence screen.

3. In the Recurrence section, select the frequency and time. Click Next.

   The Queue Details screen displays all the details configured for the queue.

4. When you are finished, click Save.

   If you do not choose to sequence the attributes in a preferred order, they are listed in columns in alphabetical order within each category. First, all demographic attributes are listed in alphabetical order, then all insight attributes are listed in alphabetical order.

Selecting Call Center as the Delivery Option

When you select call center as the delivery option, Oracle CRM On Demand Marketing sends all queue prospects to a call center queue where they can be contacted and qualified further by a call center or telemarketing agent. Leads assigned to the call center can be displayed in the call center module under the Activities tab. You might want to define several call center queues with different queue assignment rules by geographic sales territory (country, region, or district), or by industry segment or product line.

To select call center as your queue delivery option

1. Complete the fields on the New Queue screen, and select Call Center from the Queue Delivery System list.

2. In subsequent steps you select the call center agents who are assigned to the new queue.

   For more information, see Creating a Call Center Queue.

FTP or SFTP

When you select FTP or SFTP as the option, Oracle CRM On Demand Marketing sends a CSV file with new prospects to the configured FTP or SFTP address each time the queue runs.

To select FTP or SFTP as your queue delivery option

1. On the New Queue screen, enter the descriptive information, and select the type of delivery system as FTP or SFTP from the list.

   Additional fields appear.

2. Enter the FTP or SFTP credentials.

3. Click Next.

4. Select the attributes.

   For more information, see Creating Queues.

5. In the schedule configuration for both FTP and SFTP you are asked to indicate if the processing for this queue can be automatically reoccurring at a defined interval.

6. To validate the FTP or SFTP credentials, click Test FTP or Test SFTP.

   The queue files are published to the server with a filename, which consists of the queue name and a date and timestamp. Each time the queue runs a new file is posted.