Creating a Campaign Load Format and Adding Columns

Campaign load formats have columns that are always required, regardless of the type of customer data being loaded, for example, contacts, accounts, or prospects. The following procedure describes how to create a campaign load format and add columns to the format.

To create a campaign load format and add columns

1. Using one of the following methods, navigate to the List Designer start page:

   • In the Siebel Marketing application, navigate to the Administration - Marketing screen, then the List Formats view.

   • If you log in to the Marketing module directly, click the Marketing screen tab and then click Create a List Format.

2. From the list of Subject Areas on the right, select a subject area that includes the required columns for your campaign load format.

   Subject areas are available for this purpose, including the following:

   • Campaign Load - Contacts

   • Campaign Load - Accounts

   • Campaign Load - Prospects

   Note: Your administrator might have added additional subject areas.

3. Expand the folders in the selection panel and click each column name to add it to the format.

4. Verify that you have included the required columns for each integration object and integration component, based on the type of party being loaded (contacts, accounts, or prospects).
   Note:

   The column label must exactly match the field name of the integration component in the Siebel runtime repository. For information about required integration component fields, see Enabling and Synchronizing Marketing Server Components and Field Names for Marketing Integration Components.

   1. To rename a column label that does not exactly match the field name of the integration component, click the properties button.

   2. Select the Custom Headings option.

      If you use one of the standard subject areas listed in Step 2, then the column names match the field names in the integration components in the Siebel enterprise application.

   3. Enter the necessary table and column heading.

      The table heading must match the integration component name and the column heading must match the field name.

5. Select the following required columns to add them to the campaign load format:

   1. From the Contact folder, add the Person UId column.

   2. From the Campaign Contact folder, add the following columns: Campaign Id, Segment Id, Load Number, Token Number, Scalability Batch Number, and Treatment Id.

      Note:

      The Treatment Id column is an external key, and is now a required column. Depending on your upgrade history and system configuration, your current list formats might not include this column. If this is the case, add a System Data Expression for Treatment Id to the Business Intelligence Web configuration files (see Oracle Marketing Segmentation Guide) and add this expression as a column to your Campaign Load list formats (see Creating and Testing Campaign Load Formats).

The following table shows the mappings used in the preconfigured reports.

Type of Party	Key	Party Id	Map to this Column Id
Contacts	Key 1	Contact Id	Contact.ROW_ID
Accounts	Key 1	Contact Id	Contact.ROW_ID
Accounts	Key 2	Account Id	Account.ROW_ID
Prospects	Key 3	Prospect Id	Prospect.ROW_ID