Navigating in PeopleSoft Marketing

PeopleSoft Marketing provides custom functional area navigation pages that contain groupings of folders that support a specific business process, task, or user role.

Note: In addition to PeopleSoft Marketing custom navigation pages, PeopleSoft provides menu navigation, standard navigation pages, and PeopleSoft Navigator.

This table lists the custom navigation pages that are used to navigate in PeopleSoft Marketing.

Marketing Center

The Marketing Center custom navigation pages are geared to the person in your organization who is focused on developing and maintaining various marketing programs and audiences, as well as on running analyses.

Page Name	Navigation	Usage
Marketing Center	Select Marketing Center under the main menu.	Access primary Marketing Center menu options and activities.
Marketing Programs	Click Marketing Programs on the Marketing Center page.	Access Marketing Programs to create or edit marketing programs, such as campaigns, dialogs, or roll ups.
Dialog Designer	Click Dialog Designer on the Marketing Center page.	Access the dialog designer to create or edit marketing dialogs.
Marketing Programs	Click Marketing Programs on the Marketing Center page.	View program summary information, and sort or filter by program attributes.
Outbound Calls	Click Outbound Calls on the Marketing Center page.	Conduct outbound campaigns, contact prospects, and record call outcomes.
Audiences	Click Audiences on the Marketing Center page.	Define and manage target audiences and segments.
Audience Lists	Click Audience Lists on the Marketing Center page.	Access the Audience Search page.
Audience Segments	Click Audience Segments on the Marketing Center page.	Access the Audience Search page.
Profile Definitions	Click Profile Definitions on the Marketing Center page.	Manage marketing profile definitions.
Data Import	Click Data Import on the Marketing Center page.	Import data.
Data Import Global Settings	Click Data Import Global Settings on the Data Import page.	Specify data import global settings.
Data Import Templates	Click Data Import Templates on the Data Import page.	Access data import templates.
Run Data Import	Click Run Data Import on the Data Import page.	Run the data import.
View Import Status	Click View Import Status on the Data Import page.	View import status.
Edit Matching SQL	Click Edit Matching SQL on the Data Import page.	Allow editing of Matching SQL Statements
Enterprise Content and Offers	Click Enterprise Content and Offers on the Marketing Center page.	Manage marketing collateral and setup offers.
Manage Offers	Click Manage Offers on the Marketing Center page.	Create offers based on product, base price, and discount information.
Marketing Collaterals	Click Marketing Collaterals on the Marketing Center page.	Manage marketing content for targeted audiences.
Analysis	Click Analysis on the Marketing Center page.	Discover and gain insights into customers, programs, and products.
Interactive Reports	Click Interactive Reports on the Analysis page.	View the Marketing Performance and Forecast Analysis.
Campaign Performance Forecast	Click Campaign Performance Forecast on the Analysis page.	View the Campaign Performance/Forecast Analysis.
Dialog Performance Forecast	Click Dialog Performance Forecast on the Analysis page.	View the Dialog Performance/Forecast Analysis.
Operational Reports	Click Operational Reports on the Analysis page.	View quality reports.
Document Responses	Click Document Responses on the Operational Reports page.	Search for document responses.
Individual Responses	Click Individual Responses on the Document Responses page.	Search for individual responses.
Overall Responses	Click Overall Responses on the Document Responses page.	Search for overall responses.
Campaign Management	Click Campaign Management on the Operational Reports page.	Request a campaign management report.
Content Management	Click Content Management on the Operational Reports page.	Request a content management report.
Campaign-Content Management	Click Campaign-Content Management on the Operational Reports page.	Request a campaign-content management report.
Campaign Effectiveness	Click Campaign Effectiveness on the Operational Reports page.	Request an effectiveness report based on business unit, status, and date range.
Campaign Expense	Click Campaign Expense on the Operational Reports page.	Request a campaign expense report.
Activity Effectiveness	Click Activity Effectiveness on the Operational Reports page.	Request an activity effectiveness report based on business unit, status, and date.
Campaign Activity Effective	Click Campaign Activity Effective on the Operational Reports page.	Request a campaign and activity report based on business unit and date range.
Task Management	Click Task Management on the Operational Reports page.	Request a task management report.
Campaign ROI (Return On Investment)	Click Campaign ROI on the Operational Reports page.	Request a return-on-investment report.
Campaign Count by Score	Click Campaign Count by Score on the Operational Reports page.	Request a report of campaign counts by score.

Marketing Analysis Center

The Marketing Analysis Center custom navigation pages that follow are geared toward the person in your organization who focuses on performing marketing analysis tasks:

Page Name	Navigation	Usage
Marketing Analysis Center	Select Marketing Analysis Center under the main menu.	Access primary Marketing Analysis Center menu options and activities.
Marketing Programs	Click Marketing Programs on the Marketing Analysis Center page.	Manage marketing programs and activities.
Marketing Programs	Click Marketing Programs on the Marketing Programs page.	View program summary information, and sort or filter by program attributes.
Dialog Designer	Click Dialog Designer on the Marketing Programs page.	Access the dialog designer to create or edit marketing dialogs.
Outbound Calls	Click Outbound Calls on the Marketing Programs page.	Conduct outbound campaigns, contact prospects, and record call outcomes.
Audiences	Click Audiences on the Marketing Analysis Center page.	Define and manage target audiences and segments.
Audience Lists	Click Audience Lists on the Audiences page.	Access the Audience Search page.
Audience Segments	Click Audience Segments on the Audiences page.	Access the Audience Search page.
Profile Definitions	Click Profile Definitions on the Marketing Center page.	Manage marketing profile definitions.
Data Import	Click Data Import on the Audiences page.	Import data.
Data Import Global Settings	Click Data Import Global Settings on the Data Import page.	Specify data import global settings.
Data Import Templates	Click Data Import Templates on the Data Import page.	Access data import templates.
Run Data Import	Click Run Data Import on the Data Import page.	Run the data import.
View Import Status	Click View Import Status on the Data Import page.	View import status.
Edit Matching SQL	Click Edit Matching SQL on the Data Import page.	Allow editing of Matching SQL Statements
Customer Behavior Modeling	Click Customer Behavior Modeling on the Marketing Analysis Center page.	Consolidate customer data across the enterprise. Build and use predictive models and scores.
Marketing Analysis	Click Marketing Analysis on the Marketing Analysis Center page.	Discover and gain insight into customers, programs, and products.
Operation Reports	Click Operation Reports on the Marketing Analysis page.	View quality reports.
Document Responses	Click Document Responses on the Operation Reports page	View individual and overall responses.
Individual Responses	Click Individual Responses on the Document Responses page.	Search for individual responses.
Overall Responses	Click Overall Responses on the Document Responses page.	Search for overall responses.
Campaign Management	Click Campaign Management on the Operation Reports page.	Request a campaign management report.
Content Management	Click Content Management on the Operation Reports page.	Request a content management report.
Campaign-Content Management	Click Campaign-Content Management on the Operation Reports page.	Request a campaign-content management report.
Campaign Effectiveness	Click Campaign Effectiveness on the Operation Reports page.	Request an effectiveness report based on business unit, status, and date range.
Campaign Expense	Click Campaign Expense on the Operation Reports page.	Request a campaign expense report.
Activity Effectiveness	Click Activity Effectiveness on the Operation Reports page.	Request an activity effectiveness report based on business unit, status, and date.
Campaign Activity Effective	Click Campaign Activity Effective on the Operation Reports page.	Request a campaign and activity report based on business unit and date range.
Task Management	Click Task Management on the Operation Reports page.	Request a task management report.
Campaign ROI	Click Campaign ROI on the Operation Reports page.	Request a return-on-investment report.
Campaign Count by Score	Click Campaign Count by Score on the Operation Reports page.	Request a report of campaign counts by score.
Interactive Reports	Click Interactive Reports on the Marketing Analysis page.	View the Marketing Performance and Forecast Analysis.
Campaign Performance Forecast	Click Campaign Performance Forecast on the Analysis page.	View the Campaign Performance/Forecast Analysis.
Dialog Performance Forecast	Click Dialog Performance Forecast on the Analysis page.	View the Dialog Performance/Forecast Analysis.

Navigating in PeopleSoft Marketing

Pages Used to Navigate in PeopleSoft Marketing

Marketing Center

Marketing Analysis Center