Oracle Sales Cloud Customer Relationship Management (CRM) Software User Guide
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Oracle Sales Cloud Using Campaigns Release 9 This guide also applies to on-premise implementations Oracle® Sales Cloud Using Campaigns Part Number E53156-01 Copyright © 2011-2014, Oracle and/or its affiliates. All rights reserved. Authors: Sheila Black, Brian Casey, Robyn King, Peggy Larson, Jiri Weiss This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. 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Oracle Sales Cloud Using Campaigns Contents Preface 1 i Introduction 1 About This Using Campaigns Guide 2 ......................................................................................................................... 1 Getting Started 2 Signing in For the First Time: Explained Available User Interfaces 3 .................................................................................................................... 2 ........................................................................................................................................... 3 Define Segmentation Strategy 6 Marketing Segmentation: Functional Overview .......................................................................................................... 6 Marketing Segments and Segment Trees: Highlights ................................................................................................ 7 Campaign and Audience Components: How They Work Together Segment Tree Usage in Campaigns : Examples Refresh Segment Members: Explained List Types: Explained ............................................................................ 8 ....................................................................................................... 9 ................................................................................................................... 10 .............................................................................................................................................. 10 Marketing Segmentation Administration: Highlights ................................................................................................. 11 Creating a Personalization Format List for Treatments: Worked Example ................................................................ 12 FAQs for Define Segmentation Strategy 4 .................................................................................................................. 15 Implement Marketing Content Marketing Promotions and Coupons: Explained Treatments: Explained 18 ...................................................................................................... 18 ............................................................................................................................................. 18 Content, Treatments and Segments for a Global Campaign: Points to Consider ..................................................... 21 FAQs for Implement Marketing Content .................................................................................................................. 22 Oracle Sales Cloud Using Campaigns 5 Design Marketing Campaigns 23 Manage Multiple-Stage, Multiple-Channel Marketing Campaigns Repeating Campaign Stages: Points to Consider Stage Schedule Automatic Tasks: Explained .................................................................................................... 26 .......................................................................................................... 27 Campaign Stage Additional Options: Explained Campaign Actions: Explained ............................................................................. 23 ...................................................................................................... 28 ................................................................................................................................. 28 Campaign Approval Processing: How It Works ....................................................................................................... 30 FAQs for Multiple-Stage, Multiple-Channel Marketing Campaigns ........................................................................... 31 Social Marketing Campaigns ................................................................................................................................... 33 Managing Social Marketing Campaigns: Highlights ................................................................................................. 36 Using Twitter Tweets in Marketing Messages: Procedure ....................................................................................... 36 Defining Facebook Tabs in Oracle Social Marketing: Worked Example .................................................................... 37 FAQS for Social Marketing Campaigns ................................................................................................................... 37 Manage Single-Channel Marketing Campaigns Define Sales Campaigns ......................................................................................................................................... 39 Refining Target Contacts for a Sales Campaign: Examples ..................................................................................... 40 Adding Personalized Text in an E-Mail Campaign: Example .................................................................................... 41 Follow-Up Actions: How They Work FAQs for Sales Campaigns 6 ....................................................................................................................... 42 ..................................................................................................................................... 42 Launch Campaigns Campaign Dates: Explained FAQs for Launch Campaigns 7 ....................................................................................................... 38 43 .................................................................................................................................... 43 .................................................................................................................................. 44 Manage Responses 45 What's the difference between response, lead, and opportunity? ........................................................................... 45 What's the difference between response and interaction? What happens when I convert a response to a lead? 8 Manage Marketing Budgets Define Partner Budgets ............................................................................................. 47 48 ........................................................................................................................................... 48 Budget, Entry, and Claim Types: Explained Budget Dates: Explained ...................................................................................... 46 ............................................................................................................ 49 ........................................................................................................................................ 50 FAQs for Define Partner Budgets ............................................................................................................................ 51 Oracle Sales Cloud Using Campaigns Preface Preface This Preface introduces the guides, online help, and other information sources available to help you more effectively use Oracle Applications. Oracle Applications Help You can access Oracle Applications Help for the current page, section, activity, or task by clicking the help icon. The following figure depicts the help icon. Note If you don't see any help icons on your page, then click the Show Help icon button in the global area. However, not all pages have help icons. You can add custom help files to replace or supplement the provided content. Each release update includes new help content to ensure you have access to the latest information. You can also access Oracle Applications Help at https://fusionhelp.oracle.com/. Oracle Applications Guides Oracle Applications guides are a structured collection of the help topics, examples, and FAQs from the help system packaged for easy download and offline reference, and sequenced to facilitate learning. To access the guides, go to any page in Oracle Fusion Applications Help and select Documentation Library from the Navigator menu. Guides are designed for specific audiences: • User Guides address the tasks in one or more business processes. They are intended for users who perform these tasks, and managers looking for an overview of the business processes. • Implementation Guides address the tasks required to set up an offering, or selected features of an offering. They are intended for implementors. • Concept Guides explain the key concepts and decisions for a specific area of functionality. They are intended for decision makers, such as chief financial officers, financial analysts, and implementation consultants. • Security Reference Guides describe the predefined data that is included in the security reference implementation for an offering. They are intended for implementors, security administrators, and auditors. i Oracle Sales Cloud Preface Using Campaigns Common areas are addressed in the guides listed in the following table. Guide Intended Audience Purpose Using Common Features All users Explains tasks performed by most users. Using Functional Setup Manager Implementors Explains how to use Functional Setup Manager to plan, manage, and track your implementation projects, migrate setup data, and validate implementations. Technical Guides System administrators, application developers, and technical members of implementation teams Explain how to install, patch, administer, and customize the applications. For other guides, see Oracle Cloud Documentation at http://docs.oracle.com/cloud/. Other Information Sources My Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http:// www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Use the My Oracle Support Knowledge Browser to find documents for a product area. You can search for release-specific information, such as patches, alerts, white papers, and troubleshooting tips. Other services include health checks, guided lifecycle advice, and direct contact with industry experts through the My Oracle Support Community. Oracle Enterprise Repository for Oracle Fusion Applications Oracle Enterprise Repository for Oracle Fusion Applications provides details on service-oriented architecture assets to help you manage the lifecycle of your software from planning through implementation, testing, production, and changes. You can use Oracle Enterprise Repository at http://fusionappsoer.oracle.com for: • Technical information about integrating with other applications, including services, operations, composites, events, and integration tables. The classification scheme shows the scenarios in which you use the assets, and includes diagrams, schematics, and links to other technical documentation. • Other technical information such as reusable components, policies, architecture diagrams, and topology diagrams. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http:// www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. ii Oracle Sales Cloud Using Campaigns Preface Comments and Suggestions Your comments are important to us. We encourage you to send us feedback about Oracle Applications Help and guides. Please send your suggestions to [email protected]. You can use Send Feedback to Oracle from the menu in Oracle Fusion Applications Help. iii Oracle Sales Cloud Using Campaigns 1 Chapter 1 Introduction Introduction About This Using Campaigns Guide Welcome to the Oracle Sales Cloud - Using Campaigns guide. This guide contains information to help sales end users who are charged with creating campaigns and managing the various aspects of campaigns. Oracle Sales Cloud is built on Oracle Fusion CRM applications. References to "Oracle Fusion" and "CRM" contained in this guide are relevant to Oracle Sales Cloud users. Additional Guides In addition to this guide, the following guides also are important references as you use Oracle Sales Cloud: • Oracle Applications Cloud - Using Common Features: This guide contains information to help end users of Oracle Applications Cloud as they perform their day-to-day activities. • Oracle Sales Cloud - Using Leads: This guide contains information to help sales end users who are charged with creating leads and managing the various aspects of leads. • Oracle Sales Cloud - Using Sales: This guide contains information to help sales managers, salespeople, and other sales end users when using Oracle Sales Cloud to perform their day-to-day tasks. • Oracle Sales Cloud - Using Incentive Compensation: This guide contains information on administering and maintaining sales compensation and payment plans • Oracle Sales Cloud - Using Customer Data Management: This guide contains information to help end users manage customer information and customer data quality. • Oracle Sales Cloud - Using Customer Contracts: This guide contains information to help end users who are charged with creating and managing customer contracts. • Oracle Sales Cloud - Using Analytics and Reports: This guide contains information about supplied reports and analytics, as well as how to create your own reports. You may need to consult other guides than those shown here to implement, administer, and maintain Oracle Sales Cloud. See the Preface to this guide for additional guides not listed here, and for links to Web sites that can be of assistance to you. 1 Oracle Sales Cloud Using Campaigns 2 Chapter 2 Getting Started Getting Started Signing in For the First Time: Explained Depending on your implementation, your administrator will provide you with sign-in information and a temporary password or you may be able to use your existing user name and password. If you are using a new user name and a temporary password, you will be asked to change the password and to set up the answers to security challenge questions. Changing the security questions after you set them up requires logging a service request on support.oracle.com. This image shows the sign-in page. 2 Oracle Sales Cloud Using Campaigns Chapter 2 Getting Started Available User Interfaces Sales team members can work in multiple user interfaces (UIs) that are optimized for different uses: • The simplified UI provides the efficiency and speed sales personnel need to do their work. 3 Oracle Sales Cloud Using Campaigns Chapter 2 Getting Started • The desktop UI provides additional page real estate required for setup tasks and for advanced sales manager and administrator functions, including approvals and notifications. • The mobile UI is optimized for managing sales information on multiple mobile devices. You can use it to manage appointments, leads, accounts, contacts, and opportunities. It includes: ◦ Location integration, so you can see where customers are located. ◦ Integration with calendar, e-mail, and camera. You can automatically log e-mails and other interactions with customers, and add pictures of contacts to their profiles. 4 Oracle Sales Cloud Using Campaigns ◦ Chapter 2 Getting Started A disconnected mode that makes it possible for your sales organization to continue working even when disconnected from the network. 5 Oracle Sales Cloud Using Campaigns 3 Chapter 3 Define Segmentation Strategy Define Segmentation Strategy Marketing Segmentation: Functional Overview Marketing Segmentation enables marketers to create targeted segments of prospects and customers based on flexible criteria and data sources. Marketing defines the criteria, such as demographic, industry, geography, and product purchase. Segmentation uses the criteria to determine what prospects or customers to include in the segment as an audience for a marketing campaign. Typically, marketing segmentation involves the following activities: • Determining what data to collect • Collecting data from a variety of sources and integrating the data into a single view of the prospect or customer base • Determining the quantity of prospects or customers who share certain characteristics • Identifying a group of target prospects and customers to deliver a marketing treatment or message You can access Marketing Segmentation directly from the Audience work area and from the Campaigns work area while in the process of creating or editing your campaign. The following are the main elements that make up marketing segmentation: Segments and Segment Trees Segments and segment trees are selected in marketing campaigns to receive marketing communications and to generate leads. Marketing Segmentation supports the creation and management of segments and segment trees. Query Engine The segmentation query element: • Uses criteria to identify target audience for personalized messages and content • Outputs the target audience as a dynamic list to be used by the campaign execution process Contact Planning Rules Contact planning rules are enterprise-wide rules that enforce recency, frequency, volume and channel constraints during the process of segment creation. For example, an enterprise wants to ensure that partner contacts are not targeted in a marketing campaign they are about to launch. They create a segment of all non partner contacts and set a contact planning rule at an organization level so all segments run by the Marketing organization has to include the nested segment for the non partner contacts. Metadata You can create and maintain segmentation metadata, such as target levels, presentation catalog subject areas, and schema mappings. Metadata is used when creating segments, segment trees, and list formats. List Formats List formats define the layout of files that you can use for a variety of purposes. The List Format Designer enables you to select content from a subject area (list catalog) to include in the output of segments. You can also include filters in the list format to further enhance the output. 6 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy Subject Areas Subject areas are organized collections of related object attributes that are made available for reporting and segmentation in Business Intelligence (BI) Answers and in the BI Composer reporting tool. Caching Segmentation criteria blocks that count target-level identifiers can be used frequently. For example, an e-mail marketer can always exclude contacts with no e-mail address or those that have explicitly refused to receive e-mails. Instead of evaluating this set of contacts repeatedly in every segment, the marketer can create a single criteria block using this criterion. Caching such a criteria block saves the list of target-level identifiers in a table. When you reuse this criterion across segments that you create, the cache is used and time-consuming database query operations are minimized. Marketing Segments and Segment Trees: Highlights Segmentation is the practice of dividing a customer base into groups that are similar in specific ways such as demographics or past purchases. Marketers use segmentation to target groups of customers and allocate marketing resources effectively. Segments and segment trees are selected in marketing campaigns to receive marketing communications and to generate leads. Marketing Segmentation supports the creation and management of segments and segment trees. Oracle Marketing Using Marketing Segmentation Guide describes how to create segments and segment trees. Manage Marketing Segments and Segment Trees • For information about marketing segments and segment trees, see the Using Marketing Segments and Segment Trees chapter in the Marketing Segmentation Guide. Refer to Oracle Marketing Using Marketing Segmentation Guide on Oracle Technology Network at http://www.oracle.com/technetwork. 7 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy Campaign and Audience Components: How They Work Together Audience components are interlinked to campaigns stages at the design phase. The following figure outlines the audience component flow for segments and lists. It depicts the data source and the flow of both segment and list data prior to a campaign launch. 8 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy Campaign Stages Associated with Audience Components The campaign design interface provides the components you use to create stages and specify audiences. The audience collectively describes all the contacts you want to target in the campaign. The load task uses segments or lists to build the audience of campaign members targeted in a particular stage. Only Interaction and Lead Generation stages have audiences. The following campaign stage design elements are associated with the Interaction type stage and the Lead Generation type stage when designing a multistage campaign. • • • • Audience Allocation Additional options Lead Options When designing for a mini campaign, use Select Audience to specify and associate your audience to the mini campaign. Audience The audience collectively describes all the contacts you want to target in the campaign. Only Interaction and Lead Generation stages have audiences. For an Interaction stage, the audience can include any combination of segment trees, segments and lists. Once you launch the campaign, lists are expanded to show individual contacts. For a Lead Generation stage, the audience can include segment trees and segments, but not lists. Allocation Allocation describes the process of relating the selected audience members to the corresponding treatments, to determine what content each contact will receive. Applicable to Interaction stages, the two available modes of allocation are Simple and Advanced. In Simple mode, you can only allocate 100 percent of the audience element, whether segment or list, to a treatment. In Advanced mode, you can allocate by count or by percentage, and you can allocate a specific count or percentage of audience members to a control group. Additional Options Applicable to Interaction and Lead Generation stages, this page provides additional choices for loading audience segments and for lead generation processing. During the load process, the campaign members for each stage are loaded into the database. For segments, the selected contacts are also stored in the segmentation cache. The segmentation cache is purged automatically 24 hours after loading, so there is no need to select the Purge Cache option if more than 24 hours have elapsed since the last load cycle. Lead Options For a Lead Generation stage, once you have added audience segments and trees, select the audiences from which leads are to be created. For each audience, select the source code, so that the resultant leads can be tracked back to the corresponding marketing activity. Segment Tree Usage in Campaigns : Examples You can use a segment tree to subdivide audience members within your campaign. Target Different Sets of Customers You may want to target different sets customers of a campaign into three separate categories such as Bronze, Silver and Gold. Create a segment tree with these three nodes so that you can target the different members of each category to receive specialized treatments for your e-mail campaign. You might want to offer your Gold group of customers a special discount 9 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy of 30% for purchases over a fixed amount, customers that are grouped in the Silver category might receive a 20% discount, while you want to give a 10% discount to the Bronze targeted group. Allocate Marketing Content You can also use segment trees to allocate marketing content to specific groups by using the Allocation functionality within your campaign. In this case, you can allocate audience members from the different nodes on the segment tree to the corresponding treatments, to determine what content each audience member will receive. Refresh Segment Members: Explained A segment defines a target set of organizations and persons. Members of a segment change over time because the criteria is reevaluated against the most current data in your database. Refresh Member Count Use the Refresh Member Count action from the Segments dialog to view the latest member count totals for your segments and segment trees. After you have changed or added criteria to your segment or segment tree using the segment designer, perform an update to the count to ensure the most recent count data is returned. Then from the Edit Segment dialog you can click the Refresh Member Count icon to refresh both the Member Count and Last Count Updated Date to display the most current count data and the date of when the count was last updated. For a Segment Tree, the Refresh Member Count action will cause the segment tree to refresh both Member Count and Last Count Updated Date attributes for all underlying segments and tree nodes. Each node in the Segment Tree displays the count of the node. For example, in the segment tree structure, the first row displays the overall count for the segment tree and displays the last count update and contains a link to edit the segment tree. The next row which contains the underlying segment displays the total count for the tree, then you have the leaf level nodes which have the counts for each node. Saved Results Set A saved results set is a fixed set of segment members that are recorded at a particular point in time. They are saved in the database so that they can be reused in the future without reevaluating the criteria again. List Types: Explained A marketing list is categorized by a list type. Some list types have very specific uses and others are used to organize lists into categories, for reference. Because the available list types are defined in an extensible lookup, your application administrator can create more list types as needed. The standard list types, discussed in this topic, are: • • • • Seed Subscription Imported Internal Seed Lists Seed lists can be associated with a treatment and used to test the quality of a treatment or a campaign. They typically contain employees of your enterprise. Seed list members will receive the marketing content whenever the treatment is tested or the campaign is launched. 10 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy Subscription Lists Subscription lists are used to group contacts who will periodically receive marketing materials. When associated with a treatment whose content contains subscribe and unsubscribe response forms, the subscription list is updated whenever an e-mail recipient responds. Imported Lists An Import List type identifies a new list created when defining an import activity for leads and responses. When the import activity is processed, the lead or response contacts are added to the list. A marketing list with this type can be selected as a target audience in campaigns. Internal Lists An internal list is a grouping of selected existing contacts that you compile manually. A marketing list with this type can be selected as a target audience in campaigns. Marketing Segmentation Administration: Highlights Marketing segmentation provides customer segments, personalization merge fields, contact planning rules, list formats, and is fully integrated with Oracle Business Intelligence. It uses the same metadata as the Business Intelligence reporting tools. Consequently, marketing segmentation has access to a library of available customer attributes, calculations, derived metrics, and data mining models. Oracle Enterprise Manager incorporates the integration points between Oracle Marketing Segmentation and Universal Content Repository for the storage of lists generated for export. Configuring segmentation for Marketing includes the management of the following tasks: • • • • • • Segmentation Manager Configuration Parameters Marketing List Formats Content Management Integration Contact Planning Rules Marketing Module Metadata Security Mappings for Users of Marketing Segmentation Oracle Marketing Using Marketing Segmentation Guide describes the segmentation configuration tasks for marketing. Content management integration is described in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition. Segmentation Manager Configuration Parameters • For information about setting up marketing module parameters, see the chapter on Installing and Administering Segmentation and List Generation in the Using Marketing Segmentation Guide. Refer to the Oracle Marketing Using Marketing Segmentation Guide on Oracle Technology Network at http://www.oracle.com/technetwork. Marketing List Formats List Formats define the layout of files that you can use for a variety of purposes. While Marketing Segmentation supports five list format types, Oracle Marketing uses four formats. List Export Formats are used to define the customer data and other campaign-related information that is exported so that the campaign stage can be executed. For example, a list export format may provide a list file containing customers and addresses to a direct mail fulfillment supplier for printing and mailing or to create a call list to distribute to employees in a sales organization. E-Mail Server Formats are used to export the members of an e-mail campaign to the Oracle E-Mail Marketing Server. The e-mail personalization format is the type of E-Mail Server format that provides the columns that can be used as merge fields to personalize the e-mail message sent to each recipient. 11 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy Campaign Load Formats are used to load the individual members of a segment or a segment tree to the campaign. Data Load Formats are used to import leads resulting from a multistage campaign, lead generation stage. • For information about marketing list formats, see the chapter on Designing Marketing List Formats in the Marketing Segmentation Guide. Refer to the Oracle Marketing Using Marketing Segmentation Guide on Oracle Technology Network at http://www.oracle.com/technetwork. ◦ To provide default campaign load and data load formats for campaigns, navigate to Setup and Maintenance and select the Manage Marketing Profile Options task to update the Campaign Member Load Format Default and Campaign Lead Generation Load Format Default profiles. Content Management Integration Configure deployment and connection parameters for Oracle Enterprise Content Management server repository using Oracle Enterprise Manager. • For information about content management integration, refer to the Configuring for Connections to the Marketing Content Server section in the Configuring Connections to External Systems chapter of the Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition. Contact Planning Rules Contact planning rules allow you to define contact frequency and volume constraints that can be applied globally or against a specific customer communication channel. Contact planning rules use segment inclusion criteria to define the conditions where the rules apply. • For information about contact planning rules, see the Manage Marketing Contact Planning Rules section in the Using Marketing Segments and Segment Trees chapter in the Marketing Segmentation Guide. Refer to the Oracle Marketing Using Marketing Segmentation Guide on Oracle Technology Network at http://www.oracle.com/ technetwork. Marketing Module Metadata To support the segmentation process, the Oracle Business Intelligence Administration Tool provides a set of Marketing metadata, such as target levels, presentation catalogs, sampling factors, and schema mappings. • For information about marketing segmentation metadata, see the chapter on Configuring Marketing Segmentation Metadata, and the appendix on Marketing Segmentation Metadata Content in the Marketing Segmentation Guide. Refer to the Oracle Marketing Using Marketing Segmentation Guide on Oracle Technology Network at http:// www.oracle.com/technetwork. Security Mappings for Users of Marketing Segmentation • For information about the security mappings and access levels specific for users of Marketing Segmentation, see the appendix on Security Mappings for Users of Marketing Segmentation in the Marketing Segmentation Guide. Refer to the Oracle Marketing Using Marketing Segmentation Guide on Oracle Technology Network at http:// www.oracle.com/technetwork. Creating a Personalization Format List for Treatments: Worked Example You want to create an e-mail Personalization Format List to use as part of your Treatment creation process. This example demonstrates how to create and use an e-mail personalization format list to provide merge fields for your treatment. You want to personalize the e-mail message sent to each industry-specific recipient of your campaign. 12 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy Accessing List Format Designer 1. Access List Formats from one of the following ways: ◦ ◦ From Oracle Business Intelligence Enterprise Edition (BIEE) application, navigate to New - List Format. From the Setup and Maintenance work area, select the Define Segmentation Manager, Manage Marketing Web Service Integration with Segmentation task. From the Audience work area, select Manage List Formats to access the List Formats page. Creating Personalization Format List Columns You want to ensure the following columns are available as merge fields in your e-mail treatment template: Industry Name, Person First Name, Person Last Name, and E-mail Address 1. From the List Formats page, click Catalog from the toolbar and copy a predefined Campaign Members Export format file as follows: ◦ ◦ ◦ Navigate to /Shared Folders/Marketing/Segmentation/List Formats/ ◦ Click Edit to open the List Formats page and the columns contained in the Campaign Members Export Format are displayed in the Selected Columns area. Locate the Campaign Members Export Format file and click More, and then Copy. Navigate to /My Folders/ and select the Paste icon from the toolbar to place the predefined format list file in your area to modify as required. Ensure that you keep the following required columns for your e-mail personalization format list file. These columns are used by the E-Mail Marketing Server for processing activities and reporting purposes. • Email Address • Stage Member Id • Contact Party Id • Treatment Id • Campaign Id • Source Code • Forwarder Message • Personalized Text • Person First Name • Person Last Name • Current Date 13 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy • Current Time If you want, you can remove any other columns in the format list that you do not intend to use. Next, you want to add a new column Industry Name to you e-mail personalization format. 2. From the Subjects Areas section, expand the Account Industry folder, and drag and drop Industry Name to the Selected Columns area. 3. Remove the folder heading portion of the column header caption for the new Industry Name column created in Step 3. The E-Mail Marketing Server expects each column header in the e-mail file to contain the column header, not the folder header caption. Also, you must remove any spaces between column names in the Column Heading field. Use the following steps to remove the folder heading portion of the column header caption: ◦ Select the icon to the right of the Industry Name column to access the Column Properties page. ◦ In the Column Properties window, select the Custom Headings check box. ◦ Delete the value in the Folder Heading field. ◦ Delete the space between Industry and Name in the Column Heading field. ◦ Click OK. 4. Click the Save As icon on the toolbar and save your personalization format list in /Shared Folders/Marketing/ Segmentation/List Formats/ Defining Your Marketing Treatment Create a marketing treatment using your personalization format as follows: 1. From the Campaigns work area, double click Create Treatment. 2. From the Enter Treatment Details page, select E-mail in the Channel field. 3. From the Enter Channel Details page, go to Personalization Format field. In this example, browse to /shared/ Marketing/Segmentation/List Formats/ and select the personalization format you previously created. 4. From the Define Content page, go to Edit Content and select Merge fields in the Element field. 5. From the Element Value list, view the values that you defined in your Personalization Format List. The values in the list format are now available to use when defining the treatment content by inserting merge fields and previewing the content. 14 Oracle Sales Cloud Chapter 3 Using Campaigns Define Segmentation Strategy FAQs for Define Segmentation Strategy What's the difference between segments, lists, and campaign members? The following table describes the main differences between a segment, a list, and a campaign member. A segment is .... A list is ... A campaign member is ... A subdivision of a broad target market of organizations and persons such as customer, contact, consumer, and so on. The segment can be further divided by criteria such as age and gender, or other distinctions, like location or group size. Segment data is collected and stored by the marketing segmentation application and can be used in to receive marketing content. A specific grouping of individuals selected to receive marketing communications by e-mail, direct mail or phone, for the purpose of generating leads. You can create internal lists and subscription lists. Lists are also created when defining an import activity for leads and responses. List examples include rented or purchased lists from marketing bureaus, registration lists from trade shows or events, and output lists from other applications. Internal lists are created within the Audience dialog by querying an existing contact. An individual, selected as part of the total count from a segment, segment tree, and list, associated to a campaign. If you include a manual step to inspect data after the campaign load process has completed, then you can preview and update campaign members before the campaign launch. Note Suspect data is only available in deployments that include a warehouse. Note Some of the selected individuals will not be included in the campaign members total count either due to missing e-mail address or do not contact preferences set. What's the difference between a segment and a segment tree? A segment represents a target set of organizations and persons that qualify for a set of criteria. Unless the segment is defined with a saved result set, the exact members of a segment change over time because the criteria are reevaluated against the most current data in your database. A segment tree represents one or more segments and splits the segment members into smaller groups. As you split a segment into smaller groups, the groups are displayed in a tree diagram. The end point nodes of a segment tree contains the members that can be associated with a marketing campaign. What's the difference between a marketing list and a list in Marketing Segmentation? A marketing list that you import or create is a static list of contacts. A list, as described in the Marketing Segmentation guide, is the formatted output of the dynamic selection of contacts based on segmentation rules associated with the campaign's segments and segment trees. 15 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy Marketing Segmentation lists can have the following formats: • Campaign Load Formats. Used to load the members of a segment or a segment tree to the campaign during campaign execution. • Data Load Formats. Used to import leads resulting from a lead generation stage of a multistage campaign. • List Export Formats. Used for campaign distribution lists, such as a direct mail list for a marketing fulfillment supplier. The list contains information about the members of a segment or segment tree, such as the contact name and address. • E-Mail Server Formats. Used to export the relevant data for each member of an e-mail campaign to the marketing EMail Server. How can I use an audience segment created in Marketing Segmentation? When creating a multistage campaign, you might want to add an audience segment. From the Campaigns work area, go to the Actions menu and click Create Segments. Enter a unique name for the segment type you want, select a target level and click Save and Design to go to the designer where you enter criteria for the segment. Once you have successfully generated a member count and saved the segment or segment tree, navigate to Design Campaign and go to Add Audience page. Click the Segments tab and enter the name of the segment or segment tree to apply as your Audience for your campaign stage. If you are working on a mini campaign, you can use the Select Audience step from the Create Mini Campaign user interface. How is the segment path determined? The path /shared/marketing/segmentation/segments/ is the default location where the segment and segment tree definitions are stored. This path is included in the software code and cannot be changed. How can I edit the list, segment, or segment tree from my campaign? You can create and edit a list or segment from the multistage campaign Audience tab and from the Select Audience step for mini campaigns. For Lists, click the View Details icon to view the members of the list that you want to add or remove from the Audience for your campaign. You can Select and Add an existing Segment and then edit the segment to add or remove criteria by clicking on Name to go to the Edit Segment dialog. Click the Segment Details icon to view the criteria of the segment that you want to add or remove from the Audience for your campaign. How can I modify a list format for a segment? List formats define the layout of files that you can use for a variety of purposes ranging from creating campaign distribution lists to saving result sets from segments and segment trees. From the Audience work area, select Manage List Formats to access the List Formats page. From here, you can either open an existing saved list format or create a new list format. To create a new list format, select a subject area from the popup list. You can specify the type of list from the Options tab. Alternatively, you can copy predefined list formats and modify them to suit your requirements. This way you can be sure of having the required fields with proper naming and formulas plus you get the filters defined as well. Existing list formats are in the List Format pane to the left. The formats are in folders, and the formats are organized first by format (List Export, Email Server, Campaign Load, and so on) and then by personal and shared formats. Examples: My List Export Formats, Shared List Export Formats. 16 Oracle Sales Cloud Using Campaigns Chapter 3 Define Segmentation Strategy What happens if I modify campaign load formats for a multistage campaigns? Data Load formats must have columns that exactly match the field names of the integration components where the data is loaded. If you modify a load format, you must verify that you have included the required columns for the business component you want to load for your multistage campaign. From the Audience work area, select Manage List Formats to access the List Formats page. If necessary, use Custom Headings in the Column Properties dialog box to rename any columns where the column label does not exactly match the name of the integration component field name in the enterprise application. You can test your modified campaign load format list by previewing some sample contents of the list format. 17 Oracle Sales Cloud Using Campaigns 4 Chapter 4 Implement Marketing Content Implement Marketing Content Marketing Promotions and Coupons: Explained Promotion names and associated coupon codes provide tracking for offers extended to customers. This topic includes the following: • Promotions, Coupons, and Marketing Treatments • Promotions and Mini Campaigns • Promotions, Coupons, and Source Codes • Promotions, Coupons, and Marketing Responses Promotions, Coupons, and Marketing Treatments You can add promotion names and selective coupon codes to a treatment, where you design the promotional message and coupon content. You allocate the treatment to specific customer segments or lists of contacts when designing your multistage campaign. You can design one treatment per promotion, per coupon, or combinations of promotions and coupons. You can also assign promotions and coupons to more than one treatment. Promotions and Mini Campaigns You can add promotion names to your mini campaign, where you design the promotional message and coupon content to be delivered to the customer segments and lists of contacts selected for the campaign. You can design one mini campaign per promotion or multiple promotions; all coupons for the selected promotion are automatically included. You can also design many mini campaigns using the same promotion. Promotions, Coupons, and Source Codes A marketing source code is a unique identifier that represents a campaign or marketing activity and is used to track marketing effectiveness. While a source code does not represent individual promotions or coupons, it does represent the campaign stage instance, audience segment or list, and treatment combination of a multistage campaign, and the instance, campaign content, and audience segment or list combination of a mini campaign. To view a listing of source codes and associated campaign components, navigate to the Review Marketing Source Codes task in Functional Setup Manager. Note that a source code can be listed more than once in this page to support querying on the related promotions and coupons. Promotions, Coupons, and Marketing Responses You can provide a source code when creating, editing, or importing a marketing response. A response generated as a result of an e-mail campaign trackable URL or an e-mail bounce inherits the source code derived from the originating e-mail marketing campaign. By providing a source code on the marketing response, associated promotions and coupons are also added as informative information on the response. You can search responses by promotion name and coupon code. Treatments: Explained You use treatments to represent the combination of a marketing message for targeted audience members and delivery options for third-party suppliers. This topic provides a brief overview of the treatment components. A treatment defines the channel specific marketing message for targeted audience members. For example, depending on the channel you select, the 18 Oracle Sales Cloud Using Campaigns Chapter 4 Implement Marketing Content treatment can include options that control how marketing messages are sent to third-party suppliers. You can change the content and attach marketing collateral to personalize a treatment for a specific segment. Treatments can have the following components: • • • • • • Products and promotions Personalization elements Distribution options Associated lists Confirmation e-mails Content and attachments Products and Promotions When you create treatment content, you can: • Associate products and product groups with treatments. • Use available collateral for the products and product groups. • Associate time-limited promotions and coupon codes to support the tracking of offers given to customers. Personalization Elements With some treatment channels, such as e-mail and SMS, you can add merge fields to personalize the content for each recipient. To provide a different set of merge fields for a treatment, use either: • The standard merge fields for contacts • An alternative e-mail personalization format that you can define using the marketing segmentation feature Note You can access the Marketing Segmentation feature directly from the Audience work area and from the Campaigns work area while you're creating or editing a campaign. Distribution Options Select the supplier and the supplier's distribution profile if you use a supplier to fulfill your marketing campaign. The distribution profile provides instructions for creating and delivering campaign information to the supplier when the campaign is launched. Associated Lists In addition to your external recipients, you can associate a seed list with your campaign. A seed list is a static list of internal employees who receive the same campaign information as your external recipients. Sending your campaign content to a seed list is a useful way to verify the quality of service that the supplier is providing to your contacts. A subscription list associated with a treatment is the list of contacts that's updated as e-mail recipients select whether they want to subscribe or unsubscribe. A subscription list can be associated with multiple treatments. You can use a treatmentspecific subscription list to have opt-in and opt-out responses associated with a particular list. Confirmation E-Mails When confirmation of a subscription and unsubscription is required, you must have three treatments. To illustrate this requirement, consider the following example of three treatments which are referred to as Treatment One, Treatment Two, and Treatment Three. Treatment One offers recipients the options to request a subscription or unsubscription. Those who respond receive a second e-mail in which they can finalize their request. Although Treatment One is the first treatment to be sent, it is the last that you create because it refers to the other two treatments. The following table shows the required values: 19 Oracle Sales Cloud Chapter 4 Using Campaigns Implement Marketing Content Treatment Step Attribute Value Treatment Details Channel E-mail Channel Details, Confirmation EMails Confirm-in Treatment Click the Subscribe confirmation request link included in the e-mail content. For this example, select Treatment Two. Channel Details, Confirmation EMails Confirm-out Treatment Click the Unsubscribe confirmation request link included in the e-mail content. For this example, select Treatment Three. Content Response Forms Click Subscribe confirmation request or click Unsubscribe confirmation request Treatment Two provides the subscribe confirmation request to recipients who click the Subscribe confirmation request link included in the e-mail content of Treatment One. Recipients who respond to this treatment are added to the subscription list associated with this treatment. The following table shows the required values: Treatment Step Attribute Value Treatment Details Channel E-mail confirmation in Channel Details, Associated Lists Subscription List Select a list Content Response Forms Subscribe to list Treatment Three provides the unsubscribe confirmation request to recipients who click the Unsubscribe confirmation request link included in the e-mail content of Treatment One. Recipients who respond to this treatment are removed from the subscription list associated with this treatment. The following table shows the required values. Treatment Step Attribute Value Treatment Details Channel E-mail confirmation out Channel Details, Associated Lists Subscription List Select a list Content Response Forms Unsubscribe from list 20 Oracle Sales Cloud Using Campaigns Chapter 4 Implement Marketing Content Content and Attachments To create your content, you can select a treatment template, or you can start with a blank page. You can either upload content from your desktop or switch the HTML editor to source mode and paste the HTML source code. In the body of the e-mail, you can include text, merge fields, graphic links and response forms. If you have both plain text and HTML versions of the treatment, the MIME standard ensures that the appropriate version is delivered to each recipient's email client. You can attach a file, a URL, or a text block to the treatment. You can also select product specific content. Content, Treatments and Segments for a Global Campaign: Points to Consider When creating campaigns that target multiple geographic regions, languages and currencies, typical considerations include what products to market, what languages to include, and how the campaigns will be fulfilled. This topic discusses the following points: • Product eligibility • Segments • Treatments • Multistage and mini campaigns Determining Product Eligibility You must select products that are applicable to each geographic area that you target with your global campaign. Creating Segments You can create segments that are filtered by language or by geography. Name your segments so that you can identify them by language when you add your audience to your marketing campaign. You can create segment trees to organize the segments. Creating Treatments If you have multiple language-specific segments, you must create a corresponding treatment for each language. Name your treatments so that you can identify them by language when you add them to your marketing campaigns. When creating your marketing message and choosing supporting product collateral, consider the following: • Marketing message text • Text, images and colors included in graphics • Date and time formats • Currency and local taxes • Content of any collateral attached to the treatment • Content of any web pages linked to the treatment 21 Oracle Sales Cloud Using Campaigns Chapter 4 Implement Marketing Content You must also verify that your third party fulfillment supplier can manage your language requirements. Creating Campaigns For multistage campaigns, you can create separate stages for each language, or create a single stage and use the allocation feature to associate language-specific treatments with the corresponding segments or segment trees. For mini campaigns, which do not have allocation functionality, you must create a separate campaign for every region and language. For example, for Latin America, you could create a Spanish campaign applicable to multiple countries and a Brazilian Portuguese version for Brazil. FAQs for Implement Marketing Content What's the difference between a seed list and a subscription list? A seed list is a static list of contacts. There are two locations in the Treatment flow where you can associate a seed list with an e-mail treatment. • If you make the association in the Channel Details view, the list is automatically added to the list of actual campaign members when the treatment is associated with a campaign stage and fulfilled as part of a campaign. • If you make the association in the Define Content view, after selecting the Send Test E-Mail to a List action, you can use the seed list to test an e-mail treatment before you associate it with a campaign stage. A subscription list is another type of static list. When associated with a specific treatment that has subscription response forms included in the treatment content, it will reflect the responses of campaign recipients who choose to subscribe. You can design a campaign stage to increase the subscription list members, by adding the treatment and allocating it to audience segments or other lists, to target contacts, rather than adding the subscription list as an audience. Once ready to leverage the subscription list to target marketing material, you can associate it with both multistage campaigns and mini campaigns. When does an e-mail interaction get recorded? To create interactions for e-mails associated with a marketing treatment, navigate to Edit Treatment page and select the Create Interaction check box on the Enter Channel Details area. Run the Import Marketing E-mail Interactions ESS process once and thereafter, set it to repeat once per day. 22 Oracle Sales Cloud Chapter 5 Using Campaigns 5 Design Marketing Campaigns Design Marketing Campaigns Manage Multiple-Stage, Multiple-Channel Marketing Campaigns Campaign Stage Design Elements: Explained The campaign design interface provides the components you use to create stages and specify audiences, treatments, allocation, schedule, event details, additional options, and lead options. The elements available to specify for each stage are determined by the stage type you select. The following table lists the stages and corresponding elements. Stage Type Design Elements Outbound Audience Treatments Allocations Schedule Additional Options Event Event Details Advertisement Treatments Lead Generation Audience Additional Options Lead Options Social site Event Details The stage types and corresponding standard design elements are described in the sections that follow. 23 Oracle Sales Cloud Chapter 5 Using Campaigns Design Marketing Campaigns Note Since this campaign design functionality is extensible, your enterprise may have customized design elements that are different from the standard set. For example, your enterprise may add additional attributes to an existing tab, or may add an additional tab to capture more stage attributes. Outbound Stage An Outbound stage has the following design elements: • Audience The audience collectively describes all the contacts you want to target in the campaign. For an Outbound stage, the audience can include any combination of segment trees, segments, and lists. After the campaign is launched, you can view the audience members on the campaign members page. • Treatments Treatment is a marketing term describing the content that is to be delivered to the target audience of a marketing campaign. You can add any number of treatments from the Treatments tab. Optionally, you can create one or more treatments to include in your campaign. • Allocations Allocation describes the process of relating the selected audience members to the corresponding treatments, to determine what content each contact will receive. Mode Description Simple You must allocate 100 percent of the selected audience row, whether segment or list, to a treatment. Advanced You can allocate by count or by percentage, and you can allocate a specific count or percentage of audience members to a control group. The control group is a random sampling of contacts who will not receive the campaign marketing material. You can evaluate the effectiveness of the campaign by comparing responses from control group members to responses from contacts who received the marketing material. In order to have your supplier process the full volume of transactions, you allocate more than 100 percent of the audience. For example, if your supplier is to send 5000 e-mails, and you want a control group of 500, you would allocate 5500 audience members and specify the control group size. When the stage executes, 5500 audience members will be loaded, but 500 will be identified as control group members, and excluded from the launch. • Activities 24 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns The Activities tab shows activities and dates for the stage. • Schedule The schedule shows the start and end times of each system task that will be executed as part of the Load, List Export and Launch processes. By default, the Load, List Export and Launch processes run consecutively on the date scheduled for the stage, each step immediately following completion of its predecessor. • Additional Options This page provides additional choices for loading campaign members. • Monitor This page shows details of stage execution and provides the option to re-execute a stage. Event Stage An event stage has the Event Details design element, where you can select from the list of event types, select the venue, and optionally, add attachments. Advertisement Stage An Advertisement stage has the following design elements: • Treatments Treatment is a marketing term describing the content that is to be delivered to the target audience of a marketing campaign. You can add any number of treatments from the Treatments tab. Optionally, you can create one or more treatments to include in your campaign. • Monitor This page shows details of stage execution and provides the option to re-execute a stage. Lead Generation Stage A Lead Generation stage has the following design elements: • Audience The audience collectively describes all the contacts you want to target in the campaign. For a Lead Generation stage, the audience can include segment trees and segments, but not lists. • Additional Options This page provides additional choices for loading campaign members. • Monitor This page shows details of stage execution and provides the option to re-execute a stage. • Lead Options After you have added audience segments and trees, select the audiences from which leads are to be created. For each audience, select the source code, so that the resultant leads can be tracked back to the corresponding marketing activity. Social Stage When you publish a social campaign using the social marketing feature, a multistage campaign with a Social site stage is created automatically, to enable response tracking. 25 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns Repeating Campaign Stages: Points to Consider Within a single campaign, you can define stages that repeat on a daily, weekly or monthly basis for the duration you specify, and can funnel customers through stages that repeat at different intervals. You can create and manage repeating stages with varying degrees of complexity, such as the following: • Repeating a single stage • Repeating two stages with simple funneling • Repeating two stages with complex funneling • Pausing a campaign with repeating stages Repeating a Single Stage You can create a very simple campaign to target customers who have bought a subscription to your ABC product, to remind them when their subscription is about to expire, and offer a discount if they choose to renew for a longer term. Repeating Two Stages with Simple Funneling Your campaign has two repeating stages: • Stage One, which repeats monthly, looks for all customers who buy your ABC product, to send them an e-mail with a link to the online user forum for ABC product. Every time a user finds an answer from the forum, rather than making a support call, your company saves money. • Stage Two, which repeats quarterly, is funneled from Stage One, and looks for all customers who accessed the online user forum, to send them an offer to purchase one year of support for ABC product at a 50 percent discount. When the first instance of Stage Two begins, Stage One has already repeated three times. All customers who were targeted in the first three instances of Stage One, and who subsequently visited the online forum, qualify for the discount offer, which is sent to them in the first instance of Stage Two. When the second instance of Stage Two begins, Stage One has already repeated six times. The first instance of Stage Two has already targeted customers from the first three instances of Stage One. To ensure that no eligible customer gets a duplicate e-mail with the same discount offer, Stage Two must compute a segment which includes only those customers targeted in the last three instances of Stage One. Repeating Two Stages with Complex Funneling Again, your campaign has two repeating stages: • Stage One, which repeats quarterly, targets customers who have attended your webinar during the last three months, and sends them a coupon that is valid for one year and which they can redeem online at any time within the year. • Stage Two, which repeats monthly, is funneled from Stage One to find customers who redeemed their coupon online, plus those who also attended your webinar, and send them invitations to a company event, scheduled near their location, where they can share their experience with other customers from the same area. Stage Two repeats frequently, to ensure that customers have the opportunity to attend an event soon after they purchase the product and redeem the coupon. The first instance of Stage Two starts soon after the first instance of Stage One, but Stage Two then repeats more frequently than Stage One. When the third instance of Stage One begins, six instances of Stage Two have already occurred. When the seventh instance of Stage Two begins, it is not enough to target the same customers as in the second instance of Stage One, since there may be some customers who were targeted in the first instance of Stage One but who redeemed their coupons later. 26 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns It is therefore better to compute a segment for every instance of Stage Two that: • includes all customers targeted in all previous instances of Stage One and • excludes all customers targeted in all previous instances of Stage Two In this way, all customers who were ever targeted by Stage One are considered for Stage Two, but no customer gets duplicate treatment for Stage Two. Pausing a Campaign with Repeating Stages If a campaign is paused, all repeating stages are skipped for the duration of the pause. When the dialog resumes after the pause, any repeating stages execute on their next scheduled occurrence. Stage Schedule Automatic Tasks: Explained You can monitor the execution status of all completed and active processes in your campaign, to check that the campaign stages are on track in terms of completion dates and times. Campaign execution tasks are grouped in three categories: • Load • List Export • Launch Each category has a mandatory automatic task plus optional, configurable tasks. Load The load task uses segments or lists to build the audience of campaign members targeted in a particular stage. Every segment has an associated load format, that determines which campaign member attributes are to be loaded. Optionally, you can override this default format by selecting a different load format on the Additional Options tab. You can tailor the load schedule by enabling optional tasks, either for manual intervention or for a custom action to be executed automatically. Once the load process completes successfully, you can view individual campaign members in the Campaign Execution details for the stage. Note All segments defined for a stage are loaded at the same time. If a stage has multiple extremely large segments, it will take longer to load. In such cases, you may want to create duplicate stages, and add only one large segment to each iteration, for faster processing. List Export The list export task takes the data from the load task, generates a text file of recipients, and uploads the file to Oracle WebCenter Content. The ID of this text file, together with the ID of the treatment stored in Oracle WebCenter Content, is made available to the supplier associated with the treatment, in the Launch task. Launch The launch task does the following: • If the supplier is Oracle Fusion E-Mail and Web Marketing, the e-mails are delivered using the content and campaign member data uploaded in the List Export phase. 27 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns • For third party suppliers, the list of campaign members and content is delivered to them based on their distribution profile settings. Campaign Stage Additional Options: Explained Additional options are available for Interaction and Lead Generation campaign stages. This page has the following fields. • Purge Cache • Allowable Error Count • Original System Reference • Load Format • Duplicate Look Back Days Purge Cache During the load process, the campaign members for each stage are loaded into the database. For segments, the selected contacts are also stored in the segmentation cache. The segmentation cache is purged automatically 24 hours after loading, so there is no need to select this option if more than 24 hours have elapsed since the last load cycle. Allowable Error Count Applies only to Lead Generation stages. Specify the maximum number of errors to allow before stopping the lead import process and the corresponding execution of the stage. Original System Reference Applies only to Lead Generation stages. Provide a source reference for the newly imported records. Load Format Specify the path and file name to a new mapping that will override the default load format for all segments in the stage. Duplicate Look Back Days Applies only to Lead Generation stages. Specify the number of days in the immediate past that the import process will check for duplicates, when importing new leads. Campaign Actions: Explained The campaign actions provide control over campaign execution. The following actions are available: • Submit for Approval • Withdraw Approval • Activate • Pause • Resume • Terminate 28 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns • Duplicate Stage • Redesign Submit for Approval If campaign approval is enforced for your enterprise, you cannot launch a campaign until it is approved. When the planning and design are finished, and the design status is set to Complete, you can submit your campaign for approval. If ad hoc campaign approval is enabled for your enterprise, you can select from a list of resources eligible to approve your campaign, otherwise the first approver is your manager. While the campaign is awaiting approval, you cannot make further changes. Note If your organization has created a tailored workflow that permits making changes to the campaign in the interval between submission and approval, this option may be available to you. The campaign approver can approve or reject the campaign. If a campaign is rejected, you can make changes and then resubmit it for approval. Withdraw Approval If, in the interval after you have submitted your campaign for approval but before your approver has reviewed it, you decide not to proceed with the campaign, you can select the Withdraw Approval action to remove it from your approver's task list. Activate Once the campaign is approved, it is automatically activated. If approval is not enforced, you can activate the campaign yourself by changing the status to Active. Once activated, the first stage begins according to the stage schedule. If your campaign has a stage with a fixed date, but the campaign is not approved by that date, the stage will not execute. You cannot make changes to an active campaign unless you pause it. Pause and Resume If you want to adjust the design, you must pause the campaign. You can then make your changes, and, when they are complete, resume the campaign. Your changes will only affect stages scheduled to start after you resume the campaign. While a campaign is paused, no repeating stages will execute. If a stage has a fixed date that occurs while the campaign is paused, that stage will not execute. Once the campaign resumes, repeating stages will execute at the next scheduled time. You can also pause and resume the campaign without making changes, for example, to check that the campaign is still within budget. Note Some processes, such as sending a batch of e-mails, cannot be paused once they have begun. Terminate To end campaign execution after the current stage has completed, select Terminate. A terminated campaign cannot be resumed, but can be reactivated. Duplicate Stage If your campaign will have two or more stages that are largely similar, you can save time by creating the first iteration of the stage, and then using it as a template by selecting Duplicate Stage to create a copy of it. Redesign If changes are necessary, you can pause, redesign and resume a campaign, or you can terminate, redesign and activate a campaign. If approval is enforced, you must request approval for the redesigned campaign. 29 Oracle Sales Cloud Chapter 5 Using Campaigns Design Marketing Campaigns Campaign Approval Processing: How It Works This topic explains the profile options, resources, and statuses involved in the approval process. Settings That Affect Campaign Approval There are three profile options that affect campaign approval: • Enforce Campaign Approval Enabled determines whether or not you must request and obtain approval for your campaigns before you can activate them. • Ad Hoc Campaign Approval Enabled determines whether you can select a specific approver from within your management hierarchy, or if your campaigns automatically go to your direct manager for approval. • Approval Timeout Interval determines the number of days after which approval requests automatically time out. As campaign owner, you provide a completed campaign plan and design. Valid campaign approval statuses are: • Draft • Submitted • Approved • Rejected • Expired The following table shows the statuses and how they affect the campaign: Overall State Campaign Approval Status Campaign Execution Status Edit Plan Without Reapproval? Edit Design Without Reapproval? Before submitting approval request Draft Draft Yes Yes Pending Approval Submitted Draft No No Post-Approval, Pre-Execution Approved Draft No No Post-Approval, Execution Approved New, In Progress, Completed No No How Campaign Approval Works Only the campaign owner can request approval, and the campaign design status must first be Complete. After the campaign is submitted for approval, the status is updated to Submitted. This prevents further changes. 30 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns The following pre-approval checks are applied automatically when you submit a campaign for approval. 1. The treatment start and end dates must be within the planned start and end date of the stage. 2. The required launch interval is evaluated based on the supplier capacity limits set in the supplier profile for this treatment and the audience count allocated to the treatment. This must be less than or equal to the duration specified for the post-launch activity in the Stage schedule. 3. If a promotion is associated with the treatment, the effective start and end dates of the promotion must overlap with the treatment duration. If there is only a partial overlap, you will receive an e-mail notification warning you of the situation. 4. The products associated with all the treatments in a stage must be checked to ensure that the segment definitions do not violate any of the nonavailability rules for the products on offer. The approval worklist tracks campaign approval status, showing the date of each entry and any comments. You can sign in to review the status. When you submit a campaign for approval, an e-mail notification is automatically sent to your approval resource. When the campaign is approved, an e-mail notification is automatically sent to you, and the approval status is changed to Approved. If the campaign is rejected, or if it times out, an e-mail notification is automatically sent to you. The approval worklist tracks all changes in campaign approval status. You can click an item in the worklist to drill down on the details and, if authorized, you can click a button to approve or reject it. FAQs for Multiple-Stage, Multiple-Channel Marketing Campaigns What happens if I create a campaign from a template or an existing campaign? Most planning and design attributes are copied. When creating from a previous campaign or from a template, the following elements are copied: • Attachments • Stages • Audiences associated with stages • Treatments associated with stages When creating a campaign from a template, the following additional elements are copied: • Tasks from any task template associated with the campaign template Note It is the task template, rather than the campaign template, that determines which tasks are added to your copy. If the task template has changed since the campaign template was created, the tasks in your copy may not match those in the original. The following elements are not copied: • Campaign team 31 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns • Notes • Allocations • Schedules What happens to existing campaigns if I update the campaign template? Existing campaigns that were created from the template are unaffected. Your changes will only affect campaigns created after the template is updated. Campaign templates provide models to use as a basis when planning and designing multistage campaigns. When you use a template to create a multistage campaign, the template values are copied to the new campaign and the template's purpose then ends for that campaign. How can I change the quick add list when designing multistage campaigns? The Quick Add lists contain collections of favorite treatments and audiences. The lists reflect the most recent changes, as users add and remove items. In the contextual area, click the Edit List link below the Quick Add list you want to change. A window opens, showing all the items available for that list. You can select one or more items and use the arrow buttons to move your selection into or out of the Quick Add list. What's the difference between updating the count and refreshing the allocation? Updating the count recalculates the number of members in segments and segment trees. This is useful when the segment rules have been changed, or if you are revisiting the campaign design after an interval where many more contacts may have been added to the segment. Refreshing the allocation recalculates the matrix where audience members are allocated to treatments. You can refresh your allocation of numbers or of percentages, or you can change between numbers and percentages. What happens if I select the notify option for a stage schedule activity? When the activity completes, or if it encounters an error condition, an e-mail notification is sent to the owner named for this step in the schedule. What happens if I deselect the Enforce Approvals check box after campaign approval has started? While approval is pending, a campaign cannot be changed. If you have authority to deselect Enforce Approvals, and decide that you do not want to seek approval for your campaign, you must first withdraw the approval request. Campaign approval is enabled by a profile option. If approval is enforced, you must obtain approval before the campaign can be activated. You can override the requirement for mandatory approval only if you have the marketing vice president role. 32 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns Can I submit a campaign for approval more than once? Yes. If your approval request expires, or if you choose to withdraw it before it is approved, you can resubmit the approval request for the campaign with or without changes. If your approval request is rejected, you can make changes and then resubmit it. How can I update campaign members before launching my multistage campaign? The list of campaign members is generated during the load process. If you include a manual step to inspect data after the load process has completed, then you can preview and update campaign members before the campaign launch. Social Marketing Campaigns Oracle Social Marketing and Oracle Sales Cloud Marketing: How They Work Together This topic describes how Oracle Social Marketing and Oracle Sales Cloud Marketing interact to help you create outbound email campaigns using Oracle Social Marketing. Using Oracle Social Marketing, you can create social media content (Web forms on Facebook pages, Twitter Tweets, and so forth) and then track visitors' responses to this content in an Oracle Sales Cloud marketing campaign. You can also use Oracle Sales Cloud Marketing to create outbound e-mail campaigns that point to social media content like Facebook pages or tabs. You can track visitors' interactions with the content in an Oracle Sales Cloud marketing campaign. 33 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns The following diagram illustrates the interaction. The following steps correspond to the high-level process described in the illustration: 1. Create a Web form on a Facebook tab, and publish it. 2. A Marketing campaign of type Social Site is automatically created. 3. A visitor visits the site and completes and submits the Web form. 4. The Marketing campaign gathers responses from visitors. 5. A marketer reviews the submitted results. 6. A marketer launches an outbound campaign (such as an e-mail including a link). 34 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns 7. A recipient clicks on the link (for example, to a Facebook page containing a Web form) or clicks a "Tweet This" link to create a Twitter Tweet based on the campaign's content. 8. The Marketing campaign gathers responses. 9. A marketer reviews the responses. Facebook Tabs After you have successfully connected to Oracle Social Marketing, you can create a Facebook tab that includes one or more Web forms that visitors can complete. When you publish a Web form to Facebook that you have created using Oracle Social Marketing, Oracle Sales Cloud automatically defines a new Marketing multistage campaign that displays a subset of the campaign's fields. The Oracle Sales Cloud campaign contains only a single stage, of the type Social Site. The campaign: • Collects the responses from visitors who visit your Facebook page and fill out your Web form • Tracks responses based on unique source codes assigned to each Web form If you choose, you can associate the campaign containing the Social Site stage with another Oracle Sales Cloud Marketing multistage campaign. Your Facebook tab can contain multiple Web forms, or you can have multiple Facebook tabs, but each response includes its own unique code for tracking purposes. Campaign Responses After your Facebook tab has been published, visitors can view it and complete the Web form. When a visitor submits a Web form, a response is automatically generated and included in the Oracle Sales Cloud Marketing campaign. When a visitor to the site provides a response such as filling out a Web form, the relevant information is passed back to Oracle Sales Cloud. Responses are captured using special tracking information that is included in the links that a visitor clicks to access the campaign content. Using this tracking information, Oracle Sales Cloud can determine which visitors responded to which campaigns, and what sort of responses they made. Marketers can go to the Campaign work area in Oracle Sales Cloud Marketing and view the responses in the Results area of the social campaign. The Responses tab shows all responses to the campaign, including the date and the name of the respondent. E-Mail and Web Page Customization for Outbound Campaigns When you create e-mail or Web pages as part of an Oracle Sales Cloud outbound campaign, you can include links to Facebook pages that include your content, or provide links that allow your recipients to send your content to their contacts using Twitter. Responses to Outbound Campaigns Oracle Sales Cloud Marketing tracks recipient or visitor responses to your campaign content, including: • Clicking links to Facebook pages included in e-mail or on Web pages. • Filling out and submitting Web forms created using Oracle Social Marketing. • Sending preconfigured Twitter Tweets to their own Twitter feeds. Oracle Sales Cloud Marketing includes the response information in the Results area of the social campaign. Marketers can visit the campaign's Responses tab to view the results. 35 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns Managing Social Marketing Campaigns: Highlights Oracle Social Marketing provides the tools and technology for you to implement social marketing strategies. The tab feature provides a content management system that you can use to create your own unique, branded tabs on Facebook. For example, you can create a simple calendar of upcoming events or a locator page that directs visitors to a marketing page. Oracle Social Marketing interacts seamlessly with Oracle Sales Cloud Marketing by automatically creating a representation of the Facebook campaign in Sales Cloud Marketing. Marketing responses are then captured and measured along with other campaigns in Oracle Sales Cloud Marketing. Social Marketing Features and Setup • To learn more about the social marketing features and setup, see http://help.vitrue.com/kb. Using Twitter Tweets in Marketing Messages: Procedure You can include a preconfigured Twitter Tweet in the content of an e-mail to share your marketing content with recipients as part of a sales campaign. When the e-mail recipient clicks a button or link in the e-mail, Twitter displays the preconfigured content in a dialog box to allow posting to the recipient's Twitter feed. Including a Preconfigured Twitter Tweet in an E-Mail The preconfigured content you include in your Twitter Tweet can include a hashtag and a URL that points to your marketing content (such as a Facebook page, microsite, or Web page). To include a Twitter Tweet in an e-mail: 1. Click the Tweet icon when creating e-mail content. Clicking the icon takes you to a dialog box where create your Twitter message. To help you with the 140-character limit, the dialog box displays the remaining characters left in the message. 2. Enter the text, any hashtags or mentions that you want to include, and a trackable URL that points to your content. To reduce the number of characters in your Tweet, you can shorten the trackable URL by highlighting it and clicking a shorten URL icon. Note The character count shown in the dialog box is an estimate to help you; it might not be accurate in all languages due to technical limitations. 3. You can point the URL anywhere you want, but if you want to share the content of the entire e-mail, you must point it to the View as a Web Page URL. Click the View as a Web Page link in an e-mail to display the e-mail content in the browser instead of in the e-mail client. You use the E-mail as Link response form in the e-mail Edit Content page to insert a View as a Web Page link into an e-mail. Receiving the E-Mail Recipients can click the Tweet This link in the e-mail, which routes them to the Twitter sign-in page (or directly to their Twitter home page if they're already signed in to Twitter). The predefined Tweet content is displayed. The recipient can then choose to edit the content or to send the Tweet without change. 36 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns Defining Facebook Tabs in Oracle Social Marketing: Worked Example After you have successfully connected to Oracle Social Marketing, you can create a Facebook tab that includes one or more Web forms that visitors can complete. This topic shows how to define Facebook tabs in Oracle Social Marketing. Defining Facebook Tabs 1. In Oracle Social Marketing, navigate to Forms, Fusion CRM Forms. 2. On the Enter Your Fusion CRM Information page, specify your Oracle Sales Cloud user name and password, along with the URL to your Oracle Sales Cloud service. 3. Click the Link to Campaign button on the Enter Your Fusion CRM Information page. The campaign is published to Facebook, and an Oracle Sales Cloud Marketing campaign is set up to collect the responses. After the form is published to Facebook, respondents can visit the page. Their responses when filling out your Web form are sent to your Oracle Sales Cloud Marketing campaign. FAQS for Social Marketing Campaigns What's the difference between a social campaign and a marketing campaign? A social campaign is initiated in Oracle Social Marketing. It creates a multistage campaign in Oracle Sales Cloud Marketing. The representation of the Oracle Social Marketing campaign is created as a multistage campaign with the type of Social Media. Responses captured from acting on third party social media sites (such as Facebook) are tied to the social media multistage campaign. Within Oracle Sales Cloud Marketing, you can create multistage, mini, and sales campaigns that contain marketing messages. You can include links to Web sites, microsites, and social campaigns in these marketing messages using Oracle Social Marketing. If you want to create a reporting link between the marketing campaign and the social campaign, you can add a Related Social Site stage to your marketing campaign. What's a related social site stage? A campaign stage that lets you associate a long-running social media multistage campaign to another multistage campaign so you can promote the social site. A social media multistage campaign is created when you publish a social media campaign using Oracle Social Marketing. What social contact data does Oracle Social Marketing capture? Oracle Social Marketing captures social contact profile data and adds it to the contact point information for your contacts. This data includes: • The unique identifier a social network uses for a person (for example, 703546951). 37 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns • A person's public user name (such as ID, handle, or account name). Marketers can directly address marketing campaign information to contacts using the Facebook e-mail or Twitter handle. They can also use it to get the address for a contact's Facebook Timeline page or public Twitter profile. Manage Single-Channel Marketing Campaigns E-Mail Campaign Content: Explained To create the content of your e-mail campaign, you can add any combination of the elements that follow. • Images • Merge fields • Response forms • Standard, dynamic, and ad hoc URLs • Conditional content • Attachments Images Add graphic images to your e-mail. You can provide a link to an image already on a server, select a local file and upload it to the server, or use the Content Library to host images in a public location. Specify the size and placement of the image. Merge Fields Personalize your e-mail message body by adding placeholders from a list of merge fields, such as the recipient's first name. Merge fields are standard sets of attributes pertaining to an individual contact. You can insert them into your e-mail content. When you launch the campaign, merge fields are dynamically populated directly from the database. With sales campaigns you can also compose a personalized text message for each recipient. The personalized text feature is not available for multistage campaigns. Response Forms Insert response forms as active links in your e-mail content. When a contact clicks one of the links, a specific response is automatically generated. All such responses are gathered and monitored, to track contacts' actions. Available response forms for campaigns are: • Forward to Friend • Request Call Back • Request More Information • Subscription Confirmation Request • Unsubscribe Confirmation Request • Subscribe to List • Unsubscribe from List • One Click Unsubscribe 38 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns • Profile Update • E-mail as Link • Add Address to E-mail Client Note Only the first three response forms are available in a sales campaign. Standard, Dynamic, and Ad Hoc URLs You can add any of the following types of URL: • Standard URLs are predefined and commonly used across the enterprise. • A dynamic URL is a type of standard URL where content is inserted when the e-mail is sent. • An ad hoc URL can be created when you define your e-mail content. By default, all standard URLs are tracked automatically. You can optionally enable tracking for ad hoc URLs, or disable tracking for standard URLs. With tracking enabled, every time a contact clicks a link in a campaign e-mail, the click is recorded as a specific response, together with details pertaining to the URL. Conditional Content Conditional content is inserted or omitted based on the results of a rule. There are two elements that you can use to generate conditional content within an e-mail: • If-Then-Else cases are used to determine if a block of text or HTML is removed from an outgoing e-mail, by verifying if a merge field value is defined. The merge field is defined if it is NOT an empty string or, for numeric merge fields, if it is not a value of 0 (zero). If the merge field is defined, the block of text or HTML remains in the outgoing e-mail. If the merge field is not defined, the block of text or HTML is removed from the outgoing e-mail. • Named Blocks are used to decide whether or not to insert a block of text or HTML into an outgoing e-mail, by comparing one string to another. If the two strings are identical, the block is inserted. Attachments To send documents, such as product literature, as e-mail attachments with your campaign, you can select a file from your own desktop; the file will be added to the content library for use during delivery. Define Sales Campaigns Sales Campaigns: Overview This topic provides an overview of sales campaigns. Sales representatives and sales managers can create sales campaigns for reaching out to contacts within their territories. Using sales campaigns, they invite contacts to an event or inform them about a product launch. Features of a sales campaign include: • The ability to target contacts from multiple sources including the contact repository, Lead and Opportunity contact lists, and previous campaigns. • An easy-to-use guided process • Access to e-mail templates 39 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns • A response gathering and monitoring capability • The option to personalize e-mail for individual contacts • The ability to schedule a campaign to launch on a specific date • Automated follow-up for specific response types The following figure shows the business process for Sales Campaign: To create sales campaigns, start from the Campaigns work area, which you can access from the Navigator by selecting Campaigns under the Marketing section. Refining Target Contacts for a Sales Campaign: Examples To create and refine the list of target contacts for your sales campaign, you include contacts from a previous campaign, select and add further contacts from your customer repository, and use filtering to remove some contacts. The following scenarios illustrate the process. 40 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns Selecting Contacts from a Previous Campaign Last quarter, you created a campaign to tell your contacts about your Winter catalog. Now you want to update them about the Spring catalog. To select contacts from the Winter catalog campaign, select the Add from Previous Campaigns action. You can search for previous campaigns by name or by date. When you find the campaign, you can choose to add all the contacts, or select any subset. Selecting Contacts from the Customer Repository You have made new contacts since last quarter, plus you have a number of existing contacts that you did not include in the Winter catalog campaign, but want to include in the Spring catalog. These contacts do not belong to any single group, so you select them from the customer repository. To search for contacts, select the Add from Customer Repository action. You can use the advanced search criteria to refine your selection. Filtering Contacts from a Sales Campaign After reviewing the contacts you have added to the campaign, you decide to remove contacts that do not have the authority to influence a decision. To identify them, select No in the Influencer filter, then select and delete the returned rows. To view the remaining contacts, who are influencers, reset the Influencer filter to Yes. This feature is available only from the desktop UI. Contacts without e-mail addresses and contacts with restrictions are automatically excluded when your campaign is launched, even if they appear in the list of contacts. If you prefer to remove them from the list, use the E-Mail Address filter and the Restrictions filter to identify them, then select and delete the returned rows. Click the Reset icon, to the right of the filters, to clear the filters and select the remaining contacts. Adding Personalized Text in an E-Mail Campaign: Example You are creating an e-mail campaign inviting contacts to an event that your company will host next month. You already have a template that provides most of the information. In addition to standard merge fields that will automatically populate contact data, you want to add a more personal touch, for a selected few contacts, to the otherwise generic e-mail content. Adding Personalized Text 1. Create a campaign, enter the details, select all the contacts for the campaign (not just the ones to whom you will send a personalized message) and, optionally, choose a template. 2. When you edit the e-mail content, add the personalized text merge field where you want the personalized text to appear. 3. When you enter advanced options, locate the contact for whom you want to create a personal text in the list of contacts. Click the edit icon in the Personalize column to open a new HTML editor window where you can enter a message for the selected contact. You can apply styles just as in the common area of the e-mail. You can preview and edit the personal message until you have what you want. You can repeat this step to create individual personal messages for as many contacts as you choose. 41 Oracle Sales Cloud Using Campaigns Chapter 5 Design Marketing Campaigns Follow-Up Actions: How They Work When you create a sales campaign, you may want to be notified automatically when a targeted contact responds in a specific way. You can associate follow-up actions with specific responses, so that the follow-up action is triggered automatically when a contact responds to your campaign e-mail. Response Form You can include response forms in the content of your campaign. These appear to recipients as hyperlinks that they can click within the e-mail. Every click is recorded, and used to track usage statistics. In addition, each response can also trigger an associated action to be performed automatically. Follow-up Action Follow-up actions are predefined actions that can be triggered by contacts' responses. The purpose of these actions is to inform you, the creator of the campaign, when a particular contact clicks a specific response. You can choose to receive this information in an e-mail notification that will appear in your e-mail Inbox, or by the creation of a callback activity that will appear in your worklist. In either case, the information you receive includes campaign details, contact details, the specific response that the contact clicked, and the date and time of that click. FAQs for Sales Campaigns Why is the total customer count in my sales campaign less than I expect? Sales campaigns target individual contacts for selected customers. If you initiate a campaign, any customers who were selected, but have no contacts defined, are excluded from the sales campaign. Once a contact is defined for the customer, you can manually add the contact to the campaign. How can I add optional text to the Forward to Friend response form? Using the Design E-Mail step of the Sales Campaigns process, insert the Forward to Friend link from the Insert Elements , Response Forms list. Next, show the Merge Fields list, and insert the Forwarder Message standard merge field in the message content: ${Standard.ForwarderMessage}. The standard merge field is replaced with any optional text you might enter when you forward the e-mail campaign to your friend using the Forward to Friend link. 42 Oracle Sales Cloud Using Campaigns 6 Chapter 6 Launch Campaigns Launch Campaigns Campaign Dates: Explained When you create a multistage campaign, there are three dates that appear on the overview page. When the campaign executes, further dates show the progress of the stages. This topic explains each of these dates. The dates that appear on the overview page are as follows: • Planned Start Date • Execution Start Date • Planned End Date The Execution Details view shows the dates for every stage, including every iteration of repeating stages. In addition to the planned and actual start dates and times, and the planned and actual end dates, two system generated dates appear for every stage: • Load Date • Launch Date The five dates are described in the sections that follow. Planned Start Date The planned start date for a campaign is the day and time when the first step in the schedule of the first campaign stage will start. In order to start, the campaign must have a status of Approved. If the campaign is not approved by the planned start date, it will not start. If the campaign is approved after the start date, it will start immediately. Note When you add a treatment to an Outbound stage or an Advertisement stage, the Activation Date and Expiration Date of the treatment appear. A stage must have start and end dates within the period when any associated treatments are active. Execution Start Date The execution start date is the date and time the campaign is activated. Planned End Date Enter this date when designing your stages, to indicate when you expect all iterations of all stages to have completed. If the campaign takes longer than expected, the date does not force an end to it. Any scheduled jobs that are not complete by the planned end date will continue processing until they are complete. Load and Launch Dates After the campaign is approved and activated, these two system generated dates and times appear for each executed stage in the Execution Details view. They indicate when the predefined, mandatory Load and Launch tasks, respectively, completed for each stage. 43 Oracle Sales Cloud Using Campaigns Chapter 6 Launch Campaigns FAQs for Launch Campaigns Why didn't execution processing start for a stage? A stage in your campaign can fail to start for any of the following reasons. • The campaign was not approved until after the stage start date. • Approval was not enforced for the campaign, but the campaign was not activated before the campaign start date. • The campaign member count exceeded the capacity for the third party supplier. 44 Oracle Sales Cloud Chapter 7 Using Campaigns 7 Manage Responses Manage Responses What's the difference between response, lead, and opportunity? The following table describes the main differences between a response, a lead, and an opportunity. A response is ... A lead is ... An opportunity is ... An interaction initiated by the customer in response to a marketing stimulus. Every outbound marketing activity is a marketing stimulus. An inquiry, referral, or other information, obtained through marketing campaigns or other means that identifies: A pending sale of a product or service that can be forecasted and tracked using summary data such as: • Potential contact or prospect • Potential revenue • Specific purchase interest • Sales stage • Win probability Note You can create a lead if the specific purchase interest is not known when the lead is created. However, to qualify a lead you must record a primary purchase interest. • Expected close date Created from interest recorded from responders in response to marketing activities. Responses include: • Providing answers to phone survey questions • Subscribing to a list • Replying to an e-mail response form request • Mostly created by automated lead capture or lead import processes which periodically create qualified responders as sales leads. Sometimes created from the response data of a contact or prospect who has expressed a need or interest in a product or service offered by the business. Created by salespeople when they have identified a qualified lead with a potential revenue opportunity. Leads are converted to opportunities when significant sales investment is foreseen to close the deal. Note A salesperson can create opportunities from scratch, without previously having a response or lead created. As interest for the product or service matures, responders are elevated as leads. 45 Oracle Sales Cloud Chapter 7 Using Campaigns Manage Responses A response is ... A lead is ... An opportunity is ... Solely owned by Marketing. Not included as part of the sales forecast. Transferred between Marketing and Sales departments based on how the lead progresses through its life cycle. Not included as part of the sales forecast. Solely owned by Sales who have complete responsibility for managing the life cycle of an opportunity. Included in the sales forecast at the discretion of the salesperson. Not all opportunities get included in the sales forecast and the decision to include them in the forecast may depend on your company's requirements. What's the difference between response and interaction? In the context of marketing, a response signifies a recorded reaction of a prospect or contact to a marketing activity. An interaction is a record of communication between your company and the prospect or contact or customer. The following table outlines the key points about responses and interactions: Responses Interactions A marketing response can be converted into a sales lead for further qualification or sales opportunity to be pursued and included in sales forecasting. An interaction is recorded when a communication occurs with customer contacts by means of any communication channel such as e-mail, phone, direct mail, or web. Responses received by phone, e-mail, or web are saved and positive responses can be converted to sales leads and opportunities. An interaction is typically created for each outbound and inbound communication. An outbound communication is initiated by a company employee such as a salesperson by a phone call, or marketing manager by means of an e-mail campaign. An inbound communication is initiated by a prospect or contact by means of web activity or through a call center. Responses are typically captured by automated system processes or are imported in the system. Interactions for a particular customer or contact can be viewed in Customer Center. A response captures information specific to the marketing activity such as marketing source codes and specific destination URLs. The channel details on a marketing treatment include the option to create interactions when a response is created. 46 Oracle Sales Cloud Using Campaigns Chapter 7 Manage Responses What happens when I convert a response to a lead? A lead is created and becomes available for follow up from the Leads List view. As the user who converted the response to the lead, you are listed as the lead owner. 47 Oracle Sales Cloud Chapter 8 Using Campaigns 8 Manage Marketing Budgets Manage Marketing Budgets Define Partner Budgets Budget Amounts: Explained The following table provides a brief meaning of what each of the amounts represent for budgets in the marketing area: Amount Type Description Available Fund Request Amount A marketing budget fund amount that is still available for claims. Initial Amount The original or starting marketing budget amount. Claim Amount The amount being claimed from budgeted amounts for expense reimbursement. Claim Settled Amount The amount paid to the claimant. Outstanding Claim Liability Amount The unsettled claim amount, calculated as the difference between approved and settled amounts. Tolerance Amount The total marketing budget amount multiplied by the funding tolerance percentage. The tolerance percentage is used to calculate an allowable amount that total fund requests can exceed the budgeted amount. Request Tolerance Amount The amount above the available budget that can be entered for a fund request within the funding tolerance percentage. Total Available Budget The budget amount available for fund requests and claims. Total Marketing Budget The total budget amount based on the initial budget plus any adjustments. 48 Oracle Sales Cloud Chapter 8 Using Campaigns Manage Marketing Budgets Budget, Entry, and Claim Types: Explained You can categorize budgets by selecting budget types, budget entry types, accounting types, budget claim types and so on. Many types and categories are predefined, but your application administrator can define additional ones to meet your requirements. This topic outlines the predefined lookup types specific to marketing budgets, entries and claims. Lookup Name Description Marketing Budget Type Determines the availability of marketing funds to partners. The two predefined budget types are: • MDF A market development fund (MDF) is a budget shared with multiple third-party partners. These are discretionary funds set aside to fund partner incentives and paid based on the execution of the marketing plan. • Cooperative Budget A cooperative budget is shared with a partner who enters into a contract with a supplier. Cooperative funds are paid as a percentage of the revenue realized by the partner's marketing activities for the supplier's products. Marketing Budget Entry Accounting Type Specifies the budget entry as either being a credit or debit entry. A budget entry reflects a financial transaction that affects the total budget amount. Marketing Budget Entry Type Classifies the budget entries. Valid values are: • Accrual An entry indicating an estimated or anticipated amount recorded before actual amounts are known. • Adjustment An adjusting entry to the budget, typically made to account for fluctuations in currency rates or to correct previous budget entries. • Transfer In An entry to record the transfer of funds into the budget. • Transfer Out An entry to record the transfer of funds out of the budget. 49 Oracle Sales Cloud Chapter 8 Using Campaigns Manage Marketing Budgets Lookup Name Description Claim Settlement Type Indicates how the claim was financially settled. In order to get reimbursed for the expenses incurred, partners need to file claims with the supplier. Once claims are approved, claims get settled in the financial application. There are two claim settlement types. A deduction type is when the claim was settled by a deduction to receivables. A payment type indicates that the claim was settled by making a payment. Budget Dates: Explained Marketing budgets exist for a limited time period, determined by the dates you specify. This topic provides an overview of how dates are used for the marketing budgeting area. When you create or edit a marketing budget, four date fields appear: • Budget Start Date • Budget End Date • Fund Request Submission Deadline • Claim Submission Deadline Budget Start Date This marks the beginning of the planning period for the budget. The budget start data is not necessarily the date on which the budget becomes available. You can create a budget with Draft status and then change it to Active when funds become available. Budget End Date This is the date the budget expires. The budget end date must be later than the submission deadline for fund requests and claims. You must specify the end date before you activate the budget. The following applies when the budget end date is reached: • No funds can be drawn on the budget • No fund requests or claims can be made • The budget cannot remain in or be placed in Active status Optionally, you can inactivate the budget before this date. Fund Request Submission Deadline This is the last date a budget fund request is accepted. It must precede the budget end date. Claim Submission Deadline This is the last date a budget claim is accepted for reimbursement. It must precede the budget end date. 50 Oracle Sales Cloud Using Campaigns Chapter 8 Manage Marketing Budgets FAQs for Define Partner Budgets When does the budget available balance get updated? When you click Refresh Budget Balances from the Budgets Overview page to update the available budget amount. The available budget is the sum of total budget minus approved fund requests. The total budget is updated with entries that are Active, Complete and have an Effective Date before or equal to the current date. When claims that do not reference a fund request are approved. The Refresh Budget Balances button is only enabled if the Last Calculated Date for a Budget is before the current date and the Budget status is not Draft. What's the difference between a fund request and a claim? Partners can submit a fund request for expense items that they plan to claim, before incurring the expense. The approver can decide whether or not to approve some or all of the expense. Partners submit claims for reimbursement of the approved expense after the expenses have been incurred. What determines the level of access I have to marketing budgets? Access to a marketing budget is determined by the type of membership you have which is based on your team member role. Internal marketing users, such as Channel Account Manager, can manage the budget, and they have access to all the privileges that the owner of the budget has. Partner users, such as Partner Sales Representatives, can view the budget during a fund request. If an internal marketing resource is added to the team and has the appropriate duty role of a Channel Account Manager, then the resource can manage a budget as well as submit a fund request against a budget from the Budget user interface. If a partner resource is added to the team with the duty role of a Channel Account Manager, then that partner resource user can only remove and add people from their Organization to the team and submit fund requests against the budget. Finally, if a partner resource is added to the team as Partner Sales Representatives role, they are only allowed view the budget information during the fund request process. What happens if the fund request currency is different from the budget currency? Initially, the currency conversion rate in effect on the budget request creation date is applied. When the fund request is submitted for approval, the rate in effect on the submission date is applied. When approved, it is updated with the conversion rate in effect on the approval date, and the rate is then frozen. If a rejected fund request is resubmitted, the currency conversion rate in effect on the new submission date is applied initially, with subsequent updates as for an original request. Note Optionally, the currency conversion rate for open requests can be updated on demand. 51 Oracle Sales Cloud Using Campaigns Glossary Glossary campaign members Individual contacts within segments and lists, selected to receive marketing communications by e-mail, direct mail or phone. consumer A consumer is a person, unaffiliated to an organization, who has the intent to purchase goods and services. do not contact A marketing response form that can be inserted into an e-mail. E-mail recipients can click the link to remove themselves from the subscription list associated with a marketing treatment. marketing list A static selection of contacts for the purpose of communicating a marketing message by e-mail, direct mail or phone. mini campaign A simplified single stage communication platform that allows a marketer to interact with customers by e-mail or SMS. multistage campaign An integrated multichannel communication platform, that allows a marketer to achieve a specific marketing goal or objective through customer interaction, strategic advertisements and lead generation. request call back A marketing response form that can be inserted into an e-mail. E-mail recipients can click the link to request a call back. subscribe to list A marketing response form that can be inserted into an e-mail. E-mail recipients can click the link to add themselves to the subscription list associated with a marketing treatment. subscription confirmation request A marketing response form that can be inserted into an e-mail. When e-mail recipients click the link, a second e-mail is sent, requesting them to confirm their intent to subscribe to a list. treatment A marketing term that represents a combination of a marketing message for targeted audience members and delivery options for third-party suppliers. unsubscribe confirmation request A marketing response form that can be inserted into an e-mail. When e-mail recipients click the link, a second e-mail is sent, requesting them to confirm their intent to unsubscribe from a list. 52 Oracle Sales Cloud Using Campaigns Glossary unsubscribe from list A marketing response form that can be inserted into an e-mail. E-mail recipients can click the link to remove themselves from the subscription list associated with a marketing treatment. 53 ">
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