Configure Oracle Responsys Marketing Platform Cloud Service (Chapter 3) 21D

Create the Profile List Table

For the integration with Oracle Loyalty Cloud, you must create a profile list and add the necessary fields to it on Oracle Responsys Marketing Platform Cloud Service.

To create the profile list table:

In Oracle Responsys Marketing Platform Cloud Service, click the Springboard icon, then select Folders.
On the Folders page, click New Folder.
Enter Oracle_Loyalty_Cloud for the folder name, then click Create.

Create a list:

Click the Springboard icon, then select Data - Manage Lists.
On the Manage Lists page, click Create New List.
Enter LoyaltyCloud_MemberList for the list name.
Select the Oracle_Loyalty_Cloud folder, then click Save.

A message indicates that the list was created successfully.
Click Change Schema.

Scroll down to the end of the Change Schema window, then click Add new field for each of the following fields:

Field Name	Field Type
FIRST_NAME	Medium Text Field (to 100 chars)
LAST_NAME	Medium Text Field (to 100 chars)

Note: Other field names, such as EMAIL_ADDRESS_ or MOBILE_NUMBER_ are available by default on Oracle Responsys Marketing Platform Cloud Service and are reused for the integration. Default fields are designated with the trailing underscore character (_).

When finished adding fields, scroll up to the beginning of the Change Schema window, then click Save.

A warning is displayed.
Click OK.
Click Done, then close the window.

The list can now be used for the integration between Oracle Loyalty Cloud and Oracle Responsys Marketing Platform Cloud Service.

Note: If you change the name of either the folder or the list, you will also have to update the integration flows in Oracle Integration Cloud.

Set Up Custom Event Types

A custom event is a signal from an external source that alerts Oracle Responsys Marketing Platform Cloud Service when notable customer activity occurs and should be recorded, or alternately when a notable activity occurs to a customer. Since custom events are time-based, they can occur multiple times for a customer with a recorded time stamp for each occurrence.

To set up custom event types:

Click on the side navigation bar.

The Account Management page opens.
In the Global Settings section, click Define Custom Event Types.

The Define Custom Event Types page opens.
Click Add New Type.

A blank row is added at the end of the event list.

Enter custom event type name and a description. For example, enter the following custom event types:

Custom Event Type Name	Description
program_name_Member_Enrollment	Enrollment into the loyalty program
program_name_Member_Update	Update to a member in the loyalty program
program_name_Voucher_Issue	Voucher issued to a member in the loyalty program

Optionally, select the Include Mobile APP Channel RIIDs check box.

Note: Available only if App Channel is enabled for your account.

This option gives you the ability to market to known users on all their devices. For more information, see About Custom Events with App Channel List.
Click Save.

Other event triggers for which you can create events are:

Membership card create or update

If a new member gets enrolled into program, changes tiers, requests a new card, or a new card is created or updated, then Oracle Responsys would send a communication for the event to the member.

Entity: membership number and card number
Member referral

If an existing member refers a new member to a program, then Oracle Responsys would send a communication for the event to the member.

Entity: referring member number; referred member number
Member transaction create or update

If a transaction is created or updated, for example, the transaction is canceled, then Oracle Responsys would send a communication for the event to the member.

Entity: Member number, partner, transaction number
Member tier change

If a member's tier is changed, then Oracle Responsys would send a communication for the event to the member.

Entity: Member number, previous tier, new tier
Member dynamic attribute create or update

If a dynamic attribute is created or updated, then Oracle Responsys would send a communication for the event to the member, for example: first flight taken; $10 pending to reach goal of $200 spent in a month.

Entity: Member number, dynamic attribute name, dynamic attribute value
Member promotion enrollment

If a member is enrolled into a promotion, then Oracle Responsys would send a communication for the event to the member.

Entity: Member number, promotion name
Member promotion-specific attribute create or update

If a promotion attribute is created or updated, then Oracle Responsys would send out a communication for the event to the member

Entity: Member number, promotion-specific attribute name, promotion-specific attribute value

Set Up the Email Templates

You must set up email templates on Oracle Responsys Marketing Platform Cloud Service, for example, for a Welcome email when a new member is enrolled into Oracle Loyalty Cloud, or a notification email when a member gets updated or when a voucher is issued. You can set up the email templates using Email Message Designer as part of a campaign.

To set up an email template:

Create a campaign by one of the following methods:
- Click the Envelope icon on the side navigation bar and select Create Campaign.
- On the Manage Campaigns page, click Create Campaign.
In the Create campaign dialog, select Email.
On the Manage Campaigns page, click the name of the campaign to open the Campaign Workbook.
In the Message section, click the icon for Email Message Designer.

For more information on using Email Message Designer to set up the emails for the integration with Oracle Loyalty Cloud, see the Oracle Responsys Marketing Platform Cloud Service online help.

Create Programs to Trigger Emails

You can use the Program Designer available with Oracle Responsys Marketing Platform Cloud Service to create the programs to send the emails when events occur.

Using the Program Designer, you can:

Graphically map out your marketing campaign ideas and objectives.
Create different experiences for each individual in a program based on their customer profile as well as their actions over time.
Analyze your running programs in real- time so that you know the state of each stage and how the audience is flowing through the program.

For more information on using Program Designer to trigger emails when events such as creating a member, updating a member, or issuing a voucher, occur in Oracle Loyalty Cloud, see the Oracle Responsys Marketing Platform Cloud Service online help.