Account Management

Account Administrators use the Account page to perform administrative functions that affect various areas of Oracle Responsys. Select any of the available choices to access the pages that allow you to customize and control the behavior of your Oracle Responsys account.

Important: Some sections described in the online help might not be available because those features are not enabled for your account.

Accessing the Account page

  1. From the side navigation bar, select Account. (If you do not see the side navigation bar, click the Menu button (aka Hamburger menu) icon.)

    The Account menu is displayed on the left side of the screen, and the Account summary page is displayed on the right side of the screen. This page shows useful details, such as the account name, pod, time zone, and the like.

    If your screen does not resemble this description, your account may not have been migrated to the new Account management interface yet. See the Account management changes for a description of the changes and a reference of the old navigation and page names to the new ones.

  2. From the Account menu, choose the menu item for the page you want to access.

To quickly locate the page you want to access, use the Search menu box at the top of the menu column. Type all or part of the name of the page you want to access, and then select the menu choice.
For example, to access the page for changing your password, type password in the Search menu box, and then select the Change password menu choice.
If the page does not show a search box but shows the older Account Management page, locate the link for the page you want by pressing Ctrl+F on your keyboard and typing all or part of the page name in the search box. Locate and click the link for the page you want to access.

Managing Account Settings

This page links to the help topics for the Account management pages. In some cases, the page is self-explanatory and a brief description is provided in this topic.

Account summary

View key account settings from this page. Information includes your account name, time zone, and the like. This is the page displayed by default when you choose Account from the Responsys navigation menu.

General settings

Use the General settings options to change user passwords and to set user password requirements and locale.

Global Settings

Use the Global settings options to perform account-level tasks. These settings are normally set once and are rarely changed, and they may affect multiple areas of the application.

Campaign Management

Use the Campaign Management choices to access pages that enable you to customize the behavior of campaigns for your account.

Email Footers

Use the Email Footers choices to modify the footers that you use in your email campaigns. The footer of an email is managed centrally and typically has common branding and required elements, such as an unsubscribe link. You can customize the footers, preview them and reset them to the default settings, as well as upload and download them for each recipient locale defined for your account.

Response Pages

Use the Response Pages choices to customize the response pages for your account. Several standard response pages are presented to email recipients in certain situations. You can create a custom logo, define templates for individual response pages or reset to the default response pages. When defining templates, you can use one for all response pages or specific ones for different purposes, such as unsubscribes and error message notification.

  • Locating the Logo Image File
  • Selecting Locales and Response Pages
  • Choose Default response pages to reset your entire account to use the Oracle Responsys-generated default response pages. First, you are prompted to choose an account or sub-account for the action. Next, you are asked to confirm your decision to reset the response files. When you select a sub-account for this action, resetting to default response pages reverts to the response pages currently defined for your account.

Rich text editor settings

Choose Rich text editor settings to select account-level preferences for editing HTML documents in the Content Library and Email Message Designer, as described in Setting Rich Text Editor Preferences .

Permission status settings

Use the Permission status settings choices to configure the following:

Intelligence feature management

Use this page to enable or disable Responsys intelligence features for your account.

Adaptive intelligence settings

Choose Adaptive intelligence settings to specify your Responsys account connectivity to the Oracle Adaptive Intelligence product, and then test the connection. See Managing your Oracle Adaptive Intelligent Apps integration for more details.

Mobile App setup

Program settings

Use the Program settings choices to configure the following:

Notification settings

Use the Notification settings choices to specify the email addresses to receive all launch notifications, and all progress and failure notifications for Email and Push campaign launches and split-run launches for the account.

Contact event data settings

Contact event data settings involve creating custom columns to include in contact event files exported by Connect. See the Defining Custom Columns topic for instructions about how to define the following types of custom columns:

  • Email custom columns
  • SMS custom columns

Connect settings

Oracle Retail Customer Engagement (ORCE) customers can import data from ORCE into an existing profile extension table in Oracle Responsys.

To change the Source Connectivity path for these through the Account settings:

  1. Select Connect settings, and then choose the settings page:
    • ORCE loyalty program
    • ORCE customer attributes
    • ORCE stratified segments
  2. On the resulting page, click the Change button. Select the path in the dialog.
  3. Click Save.

For more information, refer to Importing ORCE Data.

Organization management

Choose Organization management to access the Organization Management page. This page is where you define the organization units and levels that Responsys uses to enforce Organization Access Control for your account. For more information, see the following topics:

Collaboration settings

Use the Collaboration settings choices to configure the following:

Brand management

Choose Brand management to access the Brand management page. On this page, you can set up the properties that identify each brand to recipients. This page is applicable even if your account is configured for a single brand.

For each brand on the Brand management page, click the brand, and then use the tabbed pages as follows:

  • Email: Use this page to convert your account to using a branded domain for the Email channel.
  • SMS: Use this page to set up a short URL for use by your account's SMS channel.

For more information, see Converting to a Branded Domain and Working with multi-brand accounts.

CX Audience settings

Choose CX Audience settings to enable the integration between Oracle Responsysand Oracle CX Audience.

Important: Before performing this action, you must complete the Responsys Integration setup in CX Audience. For more details, see the Integrating with Oracle Responsys topic in the Oracle CX Audience Help Center.

Integration settings

Use the Integration settings choices to configure integrations with Oracle Responsys.

User identity management

Use the User identity management choices to add, edit and delete users, and to set up single sign-on for the account.

Tip: For information about single sign-on, see Setting Up Single Sign-on.

SMS Aggregator

If you plan to use the SMS channel for your marketing campaigns, Oracle Responsys provides a network of SMS aggregators from which you can order delivery services. Ordering SMS delivery services is either done by your organization directly with the SMS aggregators through Responsys (self service model), or it is done on your organization's behalf by Oracle (full service model).

Choose SMS Aggregator, then choose SMS Public Aggregator Network to access the Manage Aggregator page.

  • If your account has SMS Self Service, you will use this page to order and manage SMS delivery services from a network of SMS aggregators.
  • If your account has SMS Full Service, you will use this page to interact with the Oracle deal desk, which takes care of the SMS aggregator partnerships needed for SMS delivery. You can order and view your account's SMS codes.

For more information, see the Managing SMS aggregators for your account topic.

For SMS aggregators participating in the SMS Public Aggregator Network, the Manage Aggregator page has functionality specific to aggregator configuration and order management. For more information, see the Oracle Responsys SMS Public Aggregator Network Guide.

Indial DLT-SMS Settings

With Oracle Responsys, you can help ensure the use of DLT-registered templates by your SMS partners. To learn more about these account settings, see Configuring DLT-SMS for your account.

App management

Choose App management to manage CX Apps for your account.

Subaccount management

Use the Subaccount management choices to log into subaccounts or to edit settings for them. Set the subaccount manager's information and maximum number of users on the subaccount, and select any of 30 locales that may be used to communicate with customers.

Log in to a sub-account

Secondary account settings

Use the Secondary account settings choices, described in the following topics, to manage SSL certificates for secondary accounts and to manage domain mappings between primary and secondary accounts.

  • Managing SSL certificates
  • Domain mapping: Choose this option to access the Domain mapping between primary and secondary account page. On this page you can view, add, and delete mappings between Primary Domain Names and Secondary Domain Names defined for your accounts.

Secondary AFTM account setting

Use the Secondary AFTM account setting choices to work with settings for your secondary AFTM accounts, as described in the following topics. These options are available only if your account is enabled for AFTM.

Account Management, Account, Password, Default, Defaults, Settings, Setting, Timeout, Idle, Idle Session, Lockout, Lockout Time, Configuration, Login IP, SSL, SSH2, Single Sign-on, Single Sign On, SSO, Locale, BCC Address, Preferences, Logo, HTML Template, Rich Text, Rich Text Editor, Adaptive Intelligence, Notifications, Custom Column, SMS Aggregator, SPAN, Brand Management, App Management, Manage App, Manage Brand, CX Audience, CXA, Integration, Roles, Access Rights, Subaccount, AFTM, CED, Contact Event Data, India DLT-SMS Settings