Siebel Marketing Installation and Administration Guide

What's New in This Release

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Installing and Administering Siebel Marketing

About Implementing Siebel Open UI

Installing Siebel Marketing

Installing Marketing Contact List Import Using PL/SQL

Importing a Contact List Using PL/SQL

Enabling and Synchronizing Marketing Server Components

Activating and Configuring Marketing Workflow Processes

Activating and Registering Tasks for Marketing Activities

Updating Marketing Connection Settings

Connecting Siebel Server to Business Intelligence Presentation Server

Confirming Host and Symbolic URL for the Marketing Module

Creating Permissions

Setting Up the Marketing File System

Setting Universal Time Option

Enabling Automatic Responses for Opportunities and Orders

About the Marketing Approval Process

Configuring the Marketing Approval Values

Load Balancing and Global Deployment of Siebel Marketing

About Marketing Responsibilities and Access Groups

Creating Marketing Seed Data

Configuring the CKEditor File Manager

Configuring Social Sharing Communities for Email Treatments

Guidelines for Testing the Marketing Module in an Integrated Environment

Monitoring Marketing System Tasks

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Creating Source Code and Vendor Profiles

About Source Codes

Creating Source Code Formats

Setting Up Vendor Profiles

Vendor Tasks

Defining Vendors

Defining Distribution Profiles for Vendors

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Designing Marketing Campaign Load Formats

Creating and Testing Campaign Load Formats

Creating Campaign Load Formats

Example of Creating a Response Load Format

Example of Creating a Lead Load Format

Testing Campaign Load Formats

About Marketing Integration Objects

About the Marketing Contact Integration Object

About the Marketing Prospect Integration Object

About the Marketing Person Integration Object

About the Marketing Lead Integration Object

About the Marketing Response Integration Object

Examples of Recommended Campaign Load Mappings

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Installing and Configuring Email Marketing

About Siebel Email Marketing

About Installing and Configuring Siebel Email Marketing

Architecture of Siebel Email Marketing

Requirements for Installing Email Marketing

Configuring Basic and Advanced Email Personalization

Removing an Existing Version of the Email Marketing Daemons

Installing the Java Development Kit

Verifying That the Object Manager Is Enabled and Running

Installing the Email Marketing Server

Installing the Email Sending Daemon

Installing the Bounce Handler Daemon

Installing the Click Through Daemon

Roadmap for Configuring Email Marketing Daemons

Identifying the Web Service Endpoint URL

Process of Configuring the Email Sending Daemon

Identifying the Outbound Mail Transfer Agents for the Email Sending Daemon

Configuring the Email Sending Daemon to Access the Marketing File System

Configuring the SOAP Communications Port

Configuring Web Services Properties for the Email Sending Daemon

Verifying the Email Sending Daemon Installation

Configuring the Marketing Application to Connect to the Email Sending Daemon

Configuring the Email Address Headers for the Email Marketing Server

Process of Configuring the Bounce Handler Daemon

Verifying the Bounce Handler Daemon Installation

Configuring the Bounce Address of the SMTP Envelope

Configuring Web Services Properties for the Bounce Handler Daemon

About Creating Classification Rules for Bounce Messages

Configuring How the Bounce Handler Daemon Classifies Bounce Messages

Process of Configuring the Click Through Daemon

Configuring the Click Through Daemon HTTP Server Port

Verifying the Click Through Daemon Installation

Configuring the Click Through Daemon, Web Marketing, and Events Base URLs

Configuring Web Services Properties for the Click Through Daemon

Configuring Email Marketing Components for HTTPS Communications

(Optional) Verifying Email Marketing Component Configuration

Process of Testing the Email Marketing Components with Siebel Marketing

Creating the Test Email Template

Sending the Test Email Template to Test Contacts

Confirming That Tests Function as Expected

Upgrading Apache Tomcat Manually

Administering Email Marketing

Monitoring Email Sending Daemon Jobs Using the Jobs Console

Prioritizing Email Sending Daemon Jobs

Limiting Maximum Throughput Rate for the Email Sending Daemon

Disabling SMTP Command Pipelining

About Email Marketing Log Files

Configuring Email Marketing Server Logging

Setting Up Administrator Alerts for Email Marketing

Setting Up Automatic Failover for the Email Sending Daemon

Configuring the Status of Email Addresses

Implementing Spam Scoring of Email Templates Using SpamAssassin

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Setting Up Web Marketing

About Siebel Web Marketing

About Web Marketing Web Site Visitors

Setting Up Siebel Web Marketing

Installing Web Marketing

Installing the Web Survey Daemon

Configuring the Web Survey Daemon

Controlling User Access to the Web Marketing Web Site

Setting Up Default Responsibilities and Users for Web Marketing

Setting Up a Default Campaign and Default Offer

Using Siebel Personalization with Web Marketing

Customizing the Web Marketing User Interface

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Advanced Marketing Information for Administrators

About Upgrading Campaigns from Earlier Versions

Field Names for Marketing Integration Components

Extending Column Data to Promote Prospects to Contacts

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Assigning Character Sets for the Email Marketing Server

Working with Character Sets for Email Marketing Servers

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Logical Entity Relationships

Logical Entity Relationships for Marketing Objects

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Email Marketing Configuration Properties

New and Changed Properties in the esd.properties Configuration File

New and Changed Properties in the ctd.properties Configuration File

New and Changed Properties in the bhd.properties Configuration File

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