Defining Channel Elements

This topic provides an overview of channel elements and discusses how to define channel activities. To define channel activities, use the Channel Activities (RA_UD_ACTIVITY) component. To define marketing channels, use the Marketing Channels (RA_UD_CHNL_TYPE) component. To define channel details, use the Channels (RA_UD_CHANNEL) component.

Page Name	Definition Name	Usage
Channels - Activities Page	RA_UD_ACTIVITY	Define channel activities.
Marketing Channels Page	RA_UD_CHNL_TYPE	Define marketing channels.
Channels Page	RA_UD_CHANNEL	Define channel details.

Oracle delivers the following activity codes with the system. You can add additional values:

Activity Code	Short Description	Long Description
BCST	Broadcast	Broadcast media, such as radio and television.
DRCT	Direct	Contacting potential customers individually, as with direct mail.
EVNT	Event	Events attended by potential customers.
INBD	Inbound	Communication initiated by potential customers, such as telephone calls, website visits, and email.
INTR	Internal	Communication within your organization.
PRNT	Print	Print media, such as newspapers and magazines.

Use the Channels - Activities page (RA_UD_ACTIVITY) to define channel activities.

Navigation

select Set Up CRM, then select Product Related, then select Marketing, then select Channels, then select Activities

Image: Channels - Activities page

This example illustrates the fields and controls on the Channels - Activities page.

Channel activity codes are associated with activities to indicate the broad category of tactics used to influence your target audience. For example, a broadcast activity includes all forms of broadcast communication, such as television, radio, and billboards. You associate channel activities with the campaign activity using the Activity Details page.

Field or Control	Definition
Activity Code	Enter a code that identifies the channel activity.
Description	Enter a description of the channel activity.

Use the Marketing Channels page (RA_UD_CHNL_TYPE) to define marketing channels.

Navigation

select Set Up CRM, then select Product Related, then select Marketing, then select Channels, then select Marketing Channel

Image: Marketing Channels page

This example illustrates the fields and controls on the Marketing Channels page.

Warning! Marketing channel codes that Oracle delivers with the system are tied to PeopleCode processes. The delivered values appear under the SHARE SetID. You can add new codes, but do not modify the delivered codes.

Field or Control	Definition
Channel ID	Enter a code that identifies the marketing channel.
Marketing Channel	Enter a description of the marketing channel. This description appears when the marketing channel is selected on the Campaign - Activities detail page.
Channel Execution	Channel execution indicators drive the behavior of an activity when it is set to `Executing` (EXEC) status: Select a channel execution method. Values are: `Mail Correspondence:` Select to perform the marketing activity through direct mail. This method enables you to use Correspondence Management to generate document merges. `Order Capture:` Select to indicate that campaign activity is intended for internal use by the PeopleSoft Order Capture application. The result of this is that customers defined in the audience associated with this campaign activity are potentially eligible for upsell or cross-sell promotions. `Sales Force:` Select to indicate that the execution channel for the campaign activity is sales. When the campaign activity is set to `Executing,` the audience associated with the campaign activity is pushed to the PeopleSoft Sales application as a group of sales leads. Note: The value that you select in the Channel Execution field provides the sole control over which channel is used. The value that appears in the Marketing Channel field is merely a description.

Field or Control

Definition

Channel ID

Enter a code that identifies the marketing channel.

Marketing Channel

Enter a description of the marketing channel. This description appears when the marketing channel is selected on the Campaign - Activities detail page.

Channel Execution

Channel execution indicators drive the behavior of an activity when it is set to Executing (EXEC) status: Select a channel execution method. Values are:

Mail Correspondence: Select to perform the marketing activity through direct mail. This method enables you to use Correspondence Management to generate document merges.

Order Capture: Select to indicate that campaign activity is intended for internal use by the PeopleSoft Order Capture application. The result of this is that customers defined in the audience associated with this campaign activity are potentially eligible for upsell or cross-sell promotions.

Sales Force: Select to indicate that the execution channel for the campaign activity is sales. When the campaign activity is set to Executing, the audience associated with the campaign activity is pushed to the PeopleSoft Sales application as a group of sales leads.

Note: The value that you select in the Channel Execution field provides the sole control over which channel is used. The value that appears in the Marketing Channel field is merely a description.

Use the Channels page (RA_UD_CHANNEL) to define channel details.

Navigation

select Set Up CRM, then select Product Related, then select Marketing, then select Channels, then select Channels, then select Channel

Image: Channels page

This example illustrates the fields and controls on the Channels page.

Channel codes represent the specific media outlets that you use to deliver your message. You associate channel codes with an activity using the Activity Detail page.

Field or Control	Definition
Channel Detail	Enter a code that identifies the channel.
Description	Enter a description of the specific media outlet.

Defining Channel Elements

Pages Used to Define Channel Elements

Understanding Channel Elements

Channels - Activities Page

Marketing Channels Page

Channels Page