Overview of Campaign Management and Reporting

You can store marketing related data, such as campaigns and campaign members created and updated in Oracle Marketing Cloud, also called Oracle Eloqua, in your sales application.

Campaign management and reporting is greatly improved by having campaign related data maintained and synchronized between Oracle Marketing Cloud and Oracle CX Sales.

You can view meaningful information about marketing campaigns and campaign members from the Campaigns user interface. The Campaigns UI provides visibility into the campaign effectiveness to support the sales processes. For example, you can view the campaigns and campaign members associated with a given lead and contact to gain key insights for closing a sale.

In addition, your administrator can also display a campaigns subtab and an Add to Campaign button on the Leads and Contacts user interface pages from where you can view data about the marketing campaigns and add the associated leads and contacts to the campaign. The functional security privilege MKT_MANAGE_MARKETING_INTEGRATION_CAMPAIGN_MEMBER must be assigned to the intended user or their role.

Note: If you want users to have access only to Marketing Campaigns without granting them additional roles to other objects, then you can create a custom access group. Access groups are an alternative way of granting data permissions to users, and they use a different access path to that provided by the predefined data security policies. For more information, see the Create a Custom Access Group topic in the Securing Sales and Fusion Service guide.

The topic describes how to create an access group, create object sharing rules to give group members access to object data, and add members to the group. For the object sharing rules, use the All Marketing Campaigns predefined rule which gives full access to campaign records. You can create a group membership rule to add members to your access group based on user name, role, organization and so on. For more information, see the Create Membership Rules for Custom Access Groups topic in the Securing Sales and Fusion Service guide.

You can add contacts or leads to marketing campaigns from these locations within your sales application:

• Campaigns subtab on the Edit Contact page

• Campaigns subtab on the Edit Lead page

• Campaign Members subtab on the View Campaign page

• Contact and Lead saved search pages in Workspace

Use the campaign summary data to view associated leads, contacts, opportunities, and revenue amounts. You can add contacts and leads to marketing campaigns, and view only already added contacts or leads through the Campaign Members subtab. The total number responding to a campaign represents the total count of campaign members who have responded to a marketing campaign and can only be viewed from the Analytics subtab. Campaign members include either leads or contacts that were sent or responded to a marketing campaign and have a status of Responded or Sent. Note that the response is only counted once even when a campaign member has responded multiple times to the same campaign.