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. |