Configuring Advanced Email Personalization Mode

The advanced personalization mode requires that you install the Marketing Module for segmentation and list generation and configure the required marketing metadata for list export. Perform the following steps to set up advanced email personalization.

To configure advanced email personalization mode

1. Configure the marketing metadata for list generation. For instructions, see the Oracle Business Intelligence Enterprise Edition documentation.

2. Create one or more Email Server List Formats in the List Format Designer. For instructions, see Oracle Marketing Segmentation Guide.

3. Designate one of the list formats as the default Email Personalization format for the Siebel Marketing application by performing the steps in the following procedure. This set of merge fields populates for any new email offers that are created.

   1. Navigate to the Administration - Server Configuration screen, Servers, and then the Components view.

   2. In the components list, query for the Marketing (ENU) component.

   3. Click the Parameters view tab.

   4. In the Component Parameters list, query for the Email Personalization Format parameter.

      The initial value is Default Merge Fields.

   5. To change the default system email list format to another email list format, enter the full Web catalog path in the Value on Restart column. For example:

      /shared/Marketing/Example List Formats/Advanced Merge Fields
      

   6. If the catalog path is too long to enter in the parameter column, then you might need to shorten the folder and list format name in the Business Intelligence Web catalog.