HCL® Campaign is part of the HCL® Marketing Software suite of products. Campaign version 10.0 requires Marketing Platform 10.0.

HCL® Campaign 10.0 includes a number of new features and changes.

The following defects were fixed in Campaign 10.0.

Campaign 10.0 includes the following known issues.

Campaign 10.0 includes the following known limitations.

The Campaign Reports Package delivers reporting schemas that you can use to track campaign, offer, and cell performance. To use the Reports Package, Campaign must be integrated with IBM® Cognos®

An installation of Campaign is complete when you install, configure, and deployinstall and configure Campaign. The Campaign Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Campaign.

When you plan your Campaign and Attribution Modeler installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.

The Campaign runtime environment uses data sources to store user and interaction data.

You must run the HCL® Marketing Software installer to start the installation of Campaign. The HCL Marketing Software installer starts the Campaign installer during the installation process. Make sure that the HCL Marketing Software installer and the product installer are saved at the same location.

Before you deploy Campaign, create and populate the Campaign and eMessage system tables and register Campaignand eMessage manually.

You can deploy the Campaign web application by using an EAR file or you can deploy the individual WAR files.

After you deploy Campaign, you must verify that the Campaign listener is running, set up the Campaign system user, set Campaign configuration properties, and verify the Campaign installation.

In the Campaign family of products, partitions provide a way to secure the data that is associated with different groups of users. When you configure Campaign or a related HCL® Marketing Software application to operate with multiple partitions, users can see each partition as a separate instance of the application. There is no indication that other partitions exist on the same computer.

Configure multiple partitions in eMessage to isolate and secure data for different groups of eMessage users. As each partition has its own set of configuration properties, you can customize eMessage for each group of users.

This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.

Run the Campaign and Attribution Modeler uninstallers to uninstall Campaign. When you run the Campaign uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.

You can configure the HCL® Campaign web application (J2EE application) in a cluster by completing additional tasks during the HCL Campaign installation.

Follow these instructions if you want to install a clustered listener configuration. A listener cluster is a set of two or more listeners that act as a unit to provide load balancing and high availability. HCL® Campaign listener clusters are Active-Active; meaning each node serves requests using the load-balanced approach. Each Campaign listener provides an interface between front-end clients (such as the Campaign web application) and back-end analytical server processes.

An upgrade of Campaign is complete when you upgrade, configure, and deployupgrade and configure Campaign. The Campaign Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Campaign.

You can upgrade your current version of Campaign to bring it up-to-date with the latest features.

You can upgrade HCL® Campaign to version 10.0 from versions 8.6.x and above.

To upgrade to the latest version of eMessage, you must upgrade Campaign to the same version. You can upgrade to Campaign and eMessage 10.0 from version 8.6.x and above.

You can deploy the Campaign web application by using an EAR file or you can deploy the individual WAR files.

After you deploy Campaign, you must verify that the Campaign listener is running, set up the Campaign system user, set Campaign configuration properties, and verify the Campaign installation.

For the HCL® Marketing Software applications that operate with Campaign, you can configure the application within the partitions where you have configured an instance of Campaign. Application users within each partition can access the Campaign functions, data, and customer tables that are configured for Campaign in the same partition.

Configure multiple partitions in eMessage to isolate and secure data for different groups of eMessage users. As each partition has its own set of configuration properties, you can customize eMessage for each group of users.

This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.

Run the Campaign and Attribution Modeler uninstallers to uninstall Campaign. When you run the Campaign uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.

You can configure the HCL® Campaign web application (J2EE application) in a cluster by completing additional tasks during the HCL Campaign installation.

Follow these instructions if you want to upgrade your existing single-listener configuration for HCL® Campaign to a clustered listener configuration. A listener cluster is a set of two or more listeners that act as a unit to provide load balancing and high availability. HCL Campaign listener clusters are Active-Active; meaning each node serves requests using the load-balanced approach. Each Campaign listener provides an interface between front-end clients (such as the Campaign web application) and back-end analytical server processes.

HCL® Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.

One of the first things you do in IBM Campaign is to create a marketing campaign to identify your objective. Each campaign is defined by its business objective, initiative, and effective date range. A campaign always consists of at least one flowchart, where you select recipients and assign offers. You can create, view, edit, delete, and perform similar operations on marketing campaigns.

HCL® Campaign flowcharts define the campaign logic. Each campaign consists of at least one flowchart. A flowchart performs a sequence of actions on data that is stored in your customer databases or flat files.

HCL® Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.

Offers are specific marketing communications that you send to particular groups of people, using one or more channels. Each offer is based on an offer template that a Campaign administrator defines.

A cell is a group of people that you want to target, such as high value customers. A target cell is a cell that has an offer assigned to it.

HCL® Campaign maintains contact history to record information about offers that are sent to contacts. History is also recorded about control cells, to identify customers who are purposely not sent the offer.

Use the Response process in a flowchart to track the actions that occur after a campaign. When you run the Response process, data is recorded in the response history tables and is available for the Campaign performance reports.

If there are campaign components that you use frequently, you can save them as stored objects. Reusing stored objects across flowcharts and campaigns saves time and ensures consistency.

Sessions provide a way to create persistent, global "data artifacts" for use in all campaigns. Each session contains one or more flowcharts. Running a session flowchart makes the outcome of the session (the data artifacts) available globally to all campaigns.

HCL® Campaign provides reports to aid in campaign and offer management.

Some special characters are not supported in any HCL® Campaign object names. In addition, some objects have specific naming restrictions.

If you need help from HCL® to troubleshoot a flowchart, you can automatically collect relevant data to send to HCL Technical Support.

The Settings menu provides access to most of the tasks that Campaign administrators typically perform.

Security policies control user access to the objects and features in HCL® Campaign.

HCL® Campaign administrators must perform initial one-time tasks and routine administration tasks that pertain to database tables.

Administrators can customize campaigns by using custom campaign attributes, initiatives, and products.

Before administrators perform offer template management tasks, there are several important concepts to understand.

HCL® Campaign is delivered with a single audience level called Customer. You can define any additional audience levels that you need. Audience levels let flowchart designers target specific groups, such as Households, in marketing campaigns.

Contact history is stored in the HCL® Campaign system database in separate tables by audience level. Therefore, you need to set up audience levels before you begin working with contact history.

Before you begin working with response history, you should read the audience level administration topics and set up required audience levels.

Choose Campaign > Monitoring and use the All monitored runs page to view the status of all active flowcharts and suspend, resume, or stop flowchart runs.

A dimension hierarchy is a data construct that groups data into bins based on value ranges. Dimension hierarchies are the basis for a variety of reports.

HCL® Campaign allows you to define inbound and outbound triggers that can be used in all flowcharts in a partition.

HCL® Campaign records information in several different log files.

Each campaign, cell, offer, and treatment in Campaign has an identifying code that is generated by code generators, and conforms to a specified format.

When a flowchart is open for editing, administrators can choose the Advanced settings option on the Admin menu to make administrative changes that affect only the current flowchart.

HCL® Campaign optionally integrates with a number of other HCL products.

The listener is a key component of HCL® Campaign. It provides an interface between front-end clients and back-end analytical server processes.

Administrators use the Campaign utilities to manage listeners, sessions, and flowcharts, and perform other important administrative tasks.

Campaign supports the use of localized data and non-United States locales, including multiple user-preferred locales within the same installation of the HCL® application.

The configuration properties for HCL® Campaign are located at Settings > Configuration.

Some special characters are not supported in any HCL® Campaign object names. In addition, some objects have specific naming restrictions.

This section provides information on character encodings and language-sensitive database considerations, and lists the encodings supported by Campaign.

Campaign notifies users of error events when they occur with error messages that consist of a code number and error text.

The purpose of this document is to improve performance of flowchart execution, which is the core of the HCL® Campaign application. The performance of HCL Campaign is tied closely to database performance. Optimal settings of database-related parameters can significantly improve overall HCL Campaign application performance.

A good starting point for tuning your configuration is to use the DB2® AUTOCONFIGURE command. This command generates values for parameters based on your responses to questions about workload characteristics.

Using in-database optimization can improve flowchart performance. When in-database optimization is on, processing is done on the database server and output is stored in temporary tables on the database server whenever possible.

You can adjust configuration properties in HCL® Campaign and HCL Marketing Platform to improve performance.

Performance depends on many factors, including your database and web server configuration, network connectivity, and HCL® Campaign and HCL Marketing Platform configuration.

Performance depends on many factors, including your database and web server configuration, network connectivity, and HCL® Campaign and HCL Marketing Platform configuration.

These topics explain how to use the Campaign log files for troubleshooting.

These topics provide troubleshooting information about Campaign configuration and integration.

Refer to this section for assistance in troubleshooting issues with configuring Campaign for use with non-ASCII data or non-United States locales.

Refer to this section for assistance in troubleshooting database issues for HCL® Campaign system tables and user tables (data sources).

Refer to this section for assistance in troubleshooting issues with the Campaign utilities.

Refer to this section for assistance in troubleshooting issues relating to application access and user permissions.

Refer to this section for assistance in troubleshooting issues with using the Campaign interface.

Refer to this section for assistance in troubleshooting issues with Campaign processes and flowcharts.

Refer to this section for assistance in troubleshooting issues with cell management, including target cell spreadsheets, cell codes, and cell code formats.

Refer to this section for assistance in troubleshooting issues with contact history and response tracking in Campaign.

Refer to this section for assistance in troubleshooting issues with stored objects, including derived fields, user variables, custom macros, and templates.

Refer to this section for assistance in troubleshooting issues with customizing campaigns.

Refer to this section for assistance in troubleshooting issues with installing and upgrading Campaign.

Refer to this section for assistance in troubleshooting issues with migrating and re-migrating data to Campaign from pre-7.x versions of Affinium Campaign.

The HCL® Campaign System Tables document is intended to help you understand the HCL Campaign data model for integration purposes.

The system table reference provides details on each of the HCL Campaign system tables. The data types that are indicated in the following tables are generic types that may be different in your HCL Campaign installation, depending on the database that is used for the system tables. The HCL Campaign system tables are stored in a database that was created prior to the HCL Campaign installation. The database can have any name. The ODBC or native connection provides a connection to the database. The HCL Campaign configuration settings under Campaign | partitions | partition1 | dataSources | UA_SYSTEM_TABLES determine how HCL Campaign interacts with databases, including its own system tables, for the default partition.

The HCL® Campaign SOAP API specification defines version 3.0 of the Application Programming Interface, also referred to as CampaignServices. This specification is delivered as part of the CampaignServices Software Developer's Tookit (devkits) installed with HCL Campaign.

To use the HCL® Campaign Web Services SOAP API, you can use the client API .jar file or use the WSDL directly. An example shows how to use the .jar file method to create an offer.

The HCL® Campaign Services SOAP API uses the following public data types.

The HCL® Campaign Services SOAP API uses the following methods.

The HCL® Campaign SOAP API may throw the following common exceptions. All exception localized messages are in the requested locale if available to HCL Campaign. The usual Java™ locale fallback policies apply.

Use the HCL® Validation Plug-in Developer's Kit (PDK) to develop custom validation logic for use in HCL Campaign.

A plug-in is a Java™ class that is loaded at startup time and called whenever a campaign or offer is validated.

The Validation PDK includes a sample validator, ExecutableCampaignValidator, which runs an executable, validate.sh, from the command line, to perform validation.

This chapter provides usage information about HCL® Campaign macros. Be sure to read this chapter before you attempt to use macros in HCL Campaign.

This chapter provides usage information about HCL® Interact macros. Be sure to read this chapter before you attempt to use macros in HCL Interact.

This section describes each available macro that is available for use in IBM Campaign, IBM Interact, or both. Macros are listed in alphabetical order.

The integration of IBM Campaign and IBM Engage combines the marketing segmentation tools of IBM Campaign with the messaging capabilities of IBM Engage.

To ensure a successful integration of Campaign and Engage, the following products must be configured: IBM Campaign, IBM Engage, IBM UBX, and IBM UBX Toolkit.

If IBM Campaign and Engage are integrated, you can use IBM Campaign to send personalized email communications from IBM Engage.

If IBM Campaign is integrated with Engage, you can you can use IBM Campaign to send SMS text messages from IBM Engage.

If IBM Campaign and Engage are integrated, you can use Campaign to send mobile push notifications from IBM Engage.

To support the Campaign and Engage integration, response tracking tables are required to store data about user responses to email, SMS, and push events.

HCL® Marketing Operations and Campaign to use the marketing resource management features of Marketing Operations to create, plan, and approve campaigns.

You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign that you run.

The workflow for creating a campaign when Marketing Operations and Campaign are integrated consists of the following tasks.

If offer integration is enabled, you create offers in Marketing Operations, then publish them for use in Campaign. You can set up offers before they are assigned to cells in Campaign. Offers are based on templates, which are also created in Marketing Operations.

You can create a Target Cell Spreadsheet by following these steps.

In an integrated environment, use Marketing Operations to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®). The TCS is a part of each campaign project in Marketing Operations.

Although it is possible to disable integration after you enable it, it is best to avoid this action if possible.

When Marketing Operations and Campaign are integrated, you use Marketing Operations to plan, create, and approve campaigns.

You define all of the target and control cells for your campaign and assign offers in the Target Cell Spreadsheet. Your TCS® must contain all cell definitions for your entire campaign.

When offer integration is enabled, you create offer templates and offers in Marketing Operations and publish the offers for use in Campaign.

In an integrated system, you access offers from the Operations menu instead of the Campaign menu. You can then complete tasks as you would in an unintegrated Campaign system.

In an integrated system, you access offer templates from Marketing Operations Settings instead of Campaign Settings.

In an integrated environment, use Marketing Operations to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®). The TCS is a part of each campaign project in Marketing Operations.

To make the cell definitions and offer assignments in the TCS® available to Campaign, you must publish the TCS. Anytime you make updates to data in the TCS, you must publish the TCS again to make those changes visible to Campaign.

The integration of IBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition 8.0 into the HCL Marketing Software suite of products requires HCL® Marketing Platform 9.1.0.1 or later and HCL Campaign 9.1.0.1 or later.

The integration of HCL® Campaign 9.1.0.1 and IBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition 8.0 is new to HCL Marketing Software for version 9.1.

The following information describes the known issues in this release.

The following information describes the known limitations in this release.

HCL® Campaign and IBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition provides documentation and help for users, administrators, and developers.

The integration of HCL® Campaign and IBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition provides a complete solution for creating predictive models, which marketers can then score to predict future customer behavior. Marketers can use modeling and scoring to reach customers who are more likely to accept an offer, which results in better response rates for marketing campaigns.

You must ensure that HCL® Campaign and IBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition are installed and configured for integration.

After HCL® Campaign and IBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition are integrated, you can use the SPSS Model and SPSS Score process boxes within an HCL Campaign flowchart. Use the SPSS Model and SPSS Score process boxes to open IBM SPSS Modeler Advantage Enterprise Marketing Management Edition to view and configure the modeling and scoring options.

An installation of Campaign is complete when you install, configure, and deployinstall and configure Campaign. The Campaign Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Campaign.

When you plan your Campaign and Attribution Modeler installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.

You must run the HCL® Marketing Software installer to start the installation of Campaign. The HCL Marketing Software installer starts the Campaign installer during the installation process. Make sure that the HCL Marketing Software installer and the product installer are saved at the same location.

You must install the IBM® Deployment Manager after you successfully install IBM SPSS® Modeler Advantage Enterprise Marketing Management Edition. Use the Deployment Manager to create server connections and resource definitions, which enable the single sign-on feature between Marketing Platform and IBM SPSS Modeler Advantage Enterprise Marketing Management Edition.

Run the Campaign and Attribution Modeler uninstallers to uninstall Campaign. When you run the Campaign uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.