Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel Marketing Installation and Administration Guide, Siebel CRM 24.9 Update
• What's New in Siebel Marketing Installation and Administration Guide, Siebel CRM 22.4 Update
• What’s New in Siebel Marketing Installation and Administration Guide, Siebel CRM 21.10 Update
• What’s New in Siebel Marketing Installation and Administration Guide, Siebel CRM 21.5 Update

2 Installing and Administering Siebel Marketing

• Installing and Administering Siebel Marketing
• Installing Siebel Marketing
• Installing Marketing Contact List Import Using PL/SQL
  • Preinstallation Tasks
  • Setting System Preferences to Enable Contact List Import Using PL/SQL
  • Activating the Mktg Master DB Import Process Workflow
  • Editing the CallPLSQL Business Service
  • Creating the Database Directory and Uploading the File to the Database Server
  • Creating the PL/SQL Package on the Database Server Manually
  • Importing a Contact List Using PL/SQL
    • Enabling the New List Import Functionality
• Enabling and Synchronizing Marketing Server Components
  • Enabling Component Groups for Siebel Marketing
  • Synchronizing Component Groups
  • Stopping and Restarting Siebel Server
• Activating and Configuring Marketing Workflow Processes
  • Activating Workflow Processes
  • Configuring the Marketing Campaign Load Workflow Process
• 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
    • Enable File Sharing in Mixed Environments
  • Setting Universal Time Option
• Enabling Automatic Responses for Opportunities and Orders
• About the Marketing Approval Process
• Configuring the Marketing Approval Values
  • Adding a New Approval Value and Mapping the LOVs
  • Identifying a New Approval Last Point Value
  • Disabling the Approval Dialog Box
• Load Balancing and Global Deployment of Siebel Marketing
  • Isolating Marketing Workflow Processes
• About Marketing Responsibilities and Access Groups
  • About Marketing Responsibilities
  • Modifying Privileges for Marketing Access Groups
  • Creating a New Marketing Access Group
  • Assigning Marketing Users to Access Groups
• Creating Marketing Seed Data
  • Creating Marketing Regions
  • Creating Marketing Activity Templates
  • Creating and Using Marketing Activity Plans
• Configuring the CKEditor File Manager
• Configuring Social Sharing Communities for Email Treatments
• Guidelines for Testing the Marketing Module in an Integrated Environment
  • Testing the Symbolic URL
  • Testing the Web Services Integration
  • Testing Navigation Links to the Segment Designer Page
  • Testing the Campaign Load
• Monitoring Marketing System Tasks

3 Creating Source Code and Vendor Profiles

• Creating Source Code and Vendor Profiles
• About Source Codes
• Creating Source Code Formats
  • Creating Source Code Formats
  • Defining Source Code Format Components
• Setting Up Vendor Profiles
  • Vendor Tasks
  • Defining Vendors
  • Defining Distribution Profiles for Vendors

4 Designing Marketing Campaign Load Formats

• Designing Marketing Campaign Load Formats
• Creating and Testing Campaign Load Formats
  • Creating Campaign Load Formats
    • Creating a Campaign Load Format and Adding Columns
    • Enabling System Data Expressions for Required Columns
    • Assigning Integration IDs
    • Requalifying List Results Against Original Criteria
    • Setting Options, Headers, and Footers for Campaign Load Formats
    • About Siebel Contact and Campaign History Tables
    • Example of Configuring Campaign Load Format for Control Groups, Allocation Limits, and Stage Funneling
  • 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
    • Mapping Rules for the Marketing Contact Integration Components
    • Sample Mappings for Contact Key Components
  • About the Marketing Prospect Integration Object
    • Mapping Rules for the Marketing Prospect Integration Components
  • About the Marketing Person Integration Object
    • Mapping Rules for the Marketing Person Integration Components
  • About the Marketing Lead Integration Object
  • About the Marketing Response Integration Object
  • Examples of Recommended Campaign Load Mappings

5 Installing and Configuring Siebel Email Marketing

• Installing and Configuring Siebel Email Marketing
• About Siebel Email Marketing
  • Example of Email Delivery
  • About Bounce Codes
  • Frequently Used Terms for Email Marketing
• About Installing and Configuring Siebel Email Marketing
  • Email Sending Daemon
  • Bounce Handler Daemon
  • Click Through Daemon
• Architecture of Siebel Email Marketing
  • Email Sending Daemon Integration and Workflow
• Requirements for Installing Email Marketing
  • Configuring Basic and Advanced Email Personalization
    • Configuring Basic Email Personalization Mode
    • Configuring Advanced Email Personalization Mode
  • Removing an Existing Version of the Email Marketing Daemons
    • Removing Existing Email Marketing Daemons on a Windows Server
    • Removing Existing Email Marketing Daemons on a UNIX Server
  • Installing the Java Runtime Environment
  • 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
  • Before You Begin
  • 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 Email Sending Daemon to Access the Marketing File System on a Windows Server
    • Configuring the Email Sending Daemon to Access the Marketing File System on UNIX
  • Configuring the SOAP Communications Port
  • Configuring Web Services Properties for the Email Sending Daemon
  • Verifying the Email Sending Daemon Installation
    • Starting the Email Sending Daemon on a Windows Server
    • Starting the Email Sending Daemon on a UNIX Server
    • 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
    • Starting the Bounce Handler Daemon on a Windows Server
    • Starting the Bounce Handler Daemon on a UNIX Server
    • 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
    • Starting the Click Through Daemon on a Windows Server
    • Starting the Click Through Daemon on a UNIX Server
    • 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
• Encrypting Trackable URLs and Response Forms for Email Marketing
• Configuring Email Marketing Components for HTTPS Communications
  • Configuring the Email Marketing Server to Use HTTPS on UNIX
  • Configuring the Email Marketing Server to Use HTTPS on Microsoft Windows
• (Optional) Enabling TLS for Communications Between the Email Sending Daemon and the SMTP Server
• (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
• 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
    • Email Marketing Log Files
    • Files to Review When Troubleshooting Campaign Wave Processing
  • 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
• Authentication Mechanism of Email Marketing Server

6 Setting Up Web Marketing

• Setting Up Web Marketing
• About Siebel Web Marketing
• About Web Marketing Web Site Visitors
  • How Visitors Access the Web Marketing Home Page
• Setting Up Siebel Web Marketing
  • Installing Web Marketing
  • Installing the Web Survey Daemon
    • Installing the Web Survey Daemon on Windows
    • Installing the Web Survey Daemon on UNIX
  • Configuring the Web Survey Daemon
    • Configuring the Web Survey Daemon
    • Configuring the Web Survey Outbound Web Service
  • 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
    • Modifying Web Templates
    • Implementing Web Marketing without Frames
    • Full-Text Search
    • Response Management
    • Preconfigured Values for the COMM_RESPONSE_TYPE LOV
    • Overriding Delete Protection for Phone and Web Offers

7 Siebel CRM Integration with Oracle Unity

• Siebel CRM Integration with Oracle Unity
• Overview of Integration
• Data Loading Process
• Initial Setup and Configuration
• Driver Parameters for the Siebel - Unity Data Export Engine
• Defining Search Categories and Adding Categories to the Engine
• About the CSV File Format
• Troubleshooting the Siebel CRM Integration with Oracle Unity

8 Advanced Marketing Information for Administrators

• Advanced Marketing Information for Administrators
• Upgrading Campaigns from Earlier Versions
• Field Names for Marketing Integration Components
• Extending Column Data to Promote Prospects to Contacts

9 Assigning Character Sets for the Email Marketing Server

• Assigning Character Sets for the Email Marketing Server
• Working with Character Sets for Email Marketing Servers

10 Logical Entity Relationships

• Logical Entity Relationships
• Logical Entity Relationships for Marketing Objects

11 Email Marketing Configuration Properties

• 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