Checklist for Setting Up Fusion Marketing

Here are the high-level steps to set up the Fusion Marketing solution:

Step	Where to Find More Information
Step 1: Prerequisites Review prerequisites: Ensure your active Oracle Fusion subscription includes Fusion Unity Data Platform (UDP) and the Fusion Marketing Orchestration add-on. Assign implementation roles to Fusion Marketing Orchestration users, such as Marketing Administrator, Marketing Specialist, Marketing Manager, and so on. The setup user needs the ASM_CONFIGURE_OFFERING_PRIV privilege.	Enable the Fusion Marketing Offering Mapping Duty Roles to Job Roles for Fusion Marketing
Step 2: Use Fusion Marketing with Oracle Sales and set up both the initial and ongoing data between the two applications.	Use Fusion Unity Data Platform with Oracle Sales
Step 3: Manage and publish jobs and organize data within the Fusion Unity Data Platform.	Manage Jobs About Profile Unification Publish Changes to the Fusion Unity Data Platform
Step 4: Use the Intelligence Workbench to create a data model to suit your business requirements.	Create a model using the Intelligence Workbench
Step 5: Set up a destination to store connection details, authentication settings, field mappings, and delivery configuration required to send data.	Create a Destination
Step 6: Create an ingest job and define how the data from your source files are mapped to the attributes in the data model data.	Define an Ingest Job
Step 7: Configure logical tables and manage logical objects for use in segmentation.	Manage Logical Objects Get Started with Logical Tables
Step 8: Create and administer streaming data collection tags that allow you collect data from your web pages, web applications, or any other digital property where the tag is applied.	About Streaming Data Collection Tags Get Started with Streaming Data Collection
Step 9: Configure Data Warehouse transformations to store curated, analytics-ready data objects that support reporting, segmentation, and activation.	Create a Data Warehouse Transformation Build Data Warehouse Transformation Logic
Step 10: Create and edit behaviors to evaluate engagement and drive automated marketing decisions by tracking customer interactions across digital and business touch points.	Create a Behavior Edit a Behavior
Step 11: Maintain Buyer Persona and Buying Group Definition records.	Get Started with Buyer Personas Get Started with Buying Group Definitions
Step 12: Define and deploy audience segments.	Define Marketing Segments Manage Marketing Segments