Using the MMS Campaign Workbook

Important: This feature is available only if enabled for your account. MMS is only available in the US to customers on the Oracle Responsys legacy pricing model.

An MMS campaign workbook displays details of the selected campaign and any errors that need correction.

Note: Page headers in the workbooks for all channels have been updated such that, instead of seeing Campaign Workbook at the top of the page, the header will now include the campaign's name and status, as well as links to bring you back to the Manage Campaigns page and the Home page.

To open the campaign workbook:

  1. On the side navigation bar, click The Campaign icon Campaigns and select Manage Campaigns.
  2. Open the campaign you want to work with.

    Tip: To open the workbook in a new tab, use the keyboard shortcut Ctrl + click the campaign link.

For active and closed campaigns, you can view the Campaign Analysis dashboard. The Campaign Analysis dashboard helps you analyze the key performance metrics of a selected campaign.

To view the Campaign Analysis dashboard:

  1. Open the campaign workbook for the MMS campaign you want to work with.
  2. Click Insight.
  • Click Preview.
  • Click An image of the Edit icon Edit in that section.
  • Click Validate.

If a section contains errors, its heading is displayed in red.

To correct errors, do one of the following:

  • Click Show errors to see a list of errors in all sections, then click the error to go to that section.
  • Click in the section heading to go directly to the error.

This read-only section shows the campaign creation information.

In this section, you can click View relationships to access the Object Relationship Navigator, which is an interactive feature that enables you to visualize how campaigns are related to different objects (Filters, Profile Lists, etc.) in your account. Learn more about the Object Relationship Navigator.

Use this section to specify the following general campaign characteristics:

Important: If you change a campaign’s name, folder, marketing program, marketing strategy, subject line, or external campaign ID, then historical and new launches for both triggered and standard launches will take these new values in Insight. It does not impact CED behavior as CED retains an unchanged ‘snapshot’ of values.

  • Description: any description or notes
  • Marketing Strategy and Marketing Program
    These values can be used for downstream reporting.

    The Marketing Strategy and Marketing Program values are defined by the Account Administrator in the Campaign Management section of the Account Management page.

    Note: If you change a campaign’s marketing strategy or marketing program for a standard launch, Insight will display the new marketing strategy and marketing program values for both historical and new standard launches. This does not impact the CED behavior.

  • Folder: the folder in which the campaign is stored
  • Organizations: the organizational units can access the campaign. For more information, see Organizational Access and Targeting by Organization--Overview.

Use this section to edit the subject line, content, and codes.

Use this section to add or edit data sources and change the Profile List for the campaign.

Learn more