HCL Campaign v9.1.2 documentation
Welcome to the HCL Campaign v9.1.2 documentation, where you can find information about how to install, administer, and use IBM Campaign.
HCLCampaign is part of the HCL® EMM suite of products. Campaign version 9.1.2 requires Marketing Platform 9.1.2. You can upgrade to Campaign 9.1.2 (including eMessage) from version 9.1.x and 9.1.1.x.
HCL Campaign v9.1.2 system requirements and compatibility
HCLCampaign is part of the HCL® EMM suite of products. Campaign version 9.1.2 requires Marketing Platform 9.1.2. You can upgrade to Campaign 9.1.2 (including eMessage) from version 9.1.x and 9.1.1.x.
What's new in HCL Campaign 9.1.2
HCL Campaign version 9.1.2 includes a number of new features and changes.
Fixed defects in HCLCampaign 9.1.2
The following defects were fixed in Campaign 9.1.2.
Known issues in HCLCampaign 9.1.2
Campaign 9.1.2 includes the following known issues.
Known limitations in HCL Campaign 9.1.2
Campaign 9.1.2 includes the following known limitations.
About the HCLCampaign Reports Package
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®
HCL Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
HCL Campaign overview
HCL Campaign is a web-based solution that enables you to design, run, and analyze direct marketing campaigns.
HCL Campaign integration with other HCL products
HCL Campaign optionally integrates with a number of other HCL products.
Campaign management
You can create, view, edit, delete, organize, and perform similar operations on marketing campaigns. 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.
Flowchart management
HCL Campaign uses flowcharts to define campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.
Process configuration
Campaign uses processes in a flowchart to perform various actions on your customer data. By adding process boxes to a flowchart, then configuring and connecting the processes, you determine the logic for your marketing campaign.
Using queries to select data
You can use a query to identify contacts from your databases or flat files when you configure a Select, Segment, or Extract process in a flowchart. There are several different query methods.
Offer management
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.
Target cell management
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.
Contact history
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.
Campaign response tracking
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.
Stored objects
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.
Session flowcharts
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 reports overview
HCLCampaign provides reports to aid in campaign and offer management.
Special characters in HCLCampaign object names
Some special characters are not supported in any HCL Campaign object names. In addition, some objects have specific naming restrictions.
Packaging flowchart files for troubleshooting
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.
HCL Campaign administration overview
The Settings menu provides access to most of the tasks that Campaign administrators typically perform.
Security in HCLCampaign
Security policies control user access to the objects and features in HCL Campaign.
Database table administration
HCLCampaign administrators must perform initial one-time tasks and routine administration tasks that pertain to database tables.
Customizing campaigns
Administrators can customize campaigns by using custom campaign attributes, initiatives, and products.
Offer template concepts
Before administrators perform offer template management tasks, there are several important concepts to understand.
Audience level administration
HCLCampaign 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 administration
Contact history is stored in the HCLCampaign system database in separate tables by audience level. Therefore, you need to set up audience levels before you begin working with contact history.
Response history administration
Before you begin working with response history, you should read the audience level administration topics and set up required audience levels.
About operational monitoring
The Operational Monitoring page lists the status of all active flowcharts and provides controls to suspend, resume, or stop flowchart runs.
Dimension hierarchy administration
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.
Triggers administration
HCL Campaign allows you to define inbound and outbound triggers that can be used in all flowcharts in a partition.
HCL Campaign log files
HCL Campaign records information in several different log files.
Unique code administration
Each campaign, cell, offer, and treatment in Campaign has an identifying code that is generated by code generators, and conforms to a specified format.
Adjusting settings for individual flowcharts
When a flowchart is open for editing, administrators can use the Advanced Settings option from the Admin menu to make administrative changes that affect only the current flowchart. Use these options to override the global configuration settings.
HCL Campaign integration with other HCL products
HCL Campaign optionally integrates with a number of other HCL products.
HCLCampaign listeners
The listener is a key component of HCLCampaign. It provides an interface between front-end clients and back-end analytical server processes.
HCLCampaign utilities
Administrators use the Campaign utilities to manage listeners, sessions, and flowcharts, and perform other important administrative tasks.
Non-ASCII data in Campaign
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.
Configuration properties for HCLCampaign
Choose Settings > Configuration to access configuration properties.
Special characters in HCLCampaign object names
Some special characters are not supported in any HCL Campaign object names. In addition, some objects have specific naming restrictions.
Introduction to character encodings
This section provides information on character encodings and language-sensitive database considerations, and lists the encodings supported by Campaign.
Campaign Error Codes
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.
HCL Campaign performance configuration overview
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.
Database tuning for HCL Campaign: DB2®
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.
Setting in-database optimization to improve flowchart performance
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.
Adjusting configuration properties in HCL Campaign to improve performance
You can adjust configuration properties in HCL Campaign and HCL Marketing Platform to improve performance.
Troubleshooting HCL Campaign Performance
Performance depends on many factors, including your database and web server configuration, network connectivity, and HCL Campaign and HCL Marketing Platform configuration.
Use these topics to help troubleshoot performance and other issues.
Troubleshooting HCL Campaign Performance
Performance depends on many factors, including your database and web server configuration, network connectivity, and HCL Campaign and HCL Marketing Platform configuration.
Using log files to troubleshoot
These topics explain how to use the Campaign log files for troubleshooting.
Troubleshooting HCLCampaign configuration and integration
These topics provide troubleshooting information about Campaign configuration and integration.
Troubleshooting localization and internationalization
Refer to this section for assistance in troubleshooting issues with configuring Campaign for use with non-ASCII data or non-United States locales.
Troubleshooting databases
Refer to this section for assistance in troubleshooting database-related issues for Campaign system tables databases, user tables, and configuring data sources.
Troubleshooting utilities
Refer to this section for assistance in troubleshooting issues with the Campaign utilities.
Troubleshooting user administration and security
Refer to this section for assistance in troubleshooting issues relating to application access and user permissions.
Troubleshooting Campaign interface issues
Refer to this section for assistance in troubleshooting issues with using the Campaign interface.
Troubleshooting flowcharts and processes
Refer to this section for assistance in troubleshooting issues with Campaign processes and flowcharts.
Troubleshooting cell management
Refer to this section for assistance in troubleshooting issues with cell management, including target cell spreadsheets, cell codes, and cell code formats.
Troubleshooting contact history and response tracking
Refer to this section for assistance in troubleshooting issues with contact history and response tracking in Campaign.
Troubleshooting stored objects
Refer to this section for assistance in troubleshooting issues with stored objects, including derived fields, user variables, custom macros, and templates.
Troubleshooting customizing campaigns
Refer to this section for assistance in troubleshooting issues with customizing campaigns.
Troubleshooting installation and upgrades
Refer to this section for assistance in troubleshooting issues with installing and upgrading Campaign.
Troubleshooting data migrations
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.
HCL Campaign system tables overview
The HCL Campaign System Tables document is intended to help you understand the HCL Campaign data model for integration purposes.
IBM Campaign system table reference
The system table reference provides details on each of the IBM Campaign system tables. The data types that are indicated in the following tables are generic types that may be different in your IBM Campaign installation, depending on the database that is used for the system tables. The IBM Campaign system tables are stored in a database that was created prior to the IBM Campaign installation. The database can have any name. The ODBC or native connection provides a connection to the database. The IBM Campaign configuration settings under Campaign | partitions | partition1 | dataSources | UA_SYSTEM_TABLES determine how IBM 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.
HCL Campaign SOAP API Overview
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.
Using the HCL Campaign SOAP API
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.
SOAP API data types
The HCL Campaign Services SOAP API uses the following public data types.
SOAP API methods
The HCL Campaign Services SOAP API uses the following methods.
SOAP API common exceptions
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 Campaign REST API to manipulate campaigns, offers, offer lists, attributes, and target cell objects.
HCL Campaign REST API
Use the HCL Campaign REST API to manipulate campaigns, offers, offer lists, attributes, and target cell objects.
Use the HCLValidation Plug-in Developer's Kit (PDK) to develop custom validation logic for use in HCL Campaign.
HCL Validation Plug-in Developer's Kit (PDK) overview
Use the HCLValidation Plug-in Developer's Kit (PDK) to develop custom validation logic for use in HCL Campaign.
Developing validation plug-ins for Campaign
A plug-in is a Java™ class that is loaded at startup time and called whenever a campaign or offer is validated.
Calling an application to handle validation
The Validation PDK includes a sample validator, ExecutableCampaignValidator, which runs an executable, validate.sh, from the command line, to perform validation.
An installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you install, configure, and deployinstall and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Installation overview
An installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you install, configure, and deployinstall and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Planning the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installation
When you plan your Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition 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.
Preparing data sources for Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler
The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler runtime environment uses data sources to store user and interaction data.
Installing Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler
You must run the HCL® EMM installer to start the installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. The HCL EMM installer starts the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installers during the installation process. Make sure that the HCL EMM installer and the product installer are saved at the same location.
Configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition before deployment
Before you deploy Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition, create and populate the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and eMessage system tables and register Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Editionand eMessage manually.
Deploying the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition web application
You can deploy the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition web application by using an EAR file or you can deploy the individual WAR files.
Configuring Campaign after deployment
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.
Configuring multiple partitions for Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition
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® EMM 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.
Configuring multiple partitions in eMessage
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.
Marketing Platform utilities
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.
Uninstalling Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, 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.
Web application clustering
You can configure the HCL Campaign web application in a cluster by completing additional tasks during the HCL Campaign installation.
Installing a clustered listener environment
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 Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you upgrade, configure, and deployupgrade and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Upgrade overview
An upgrade of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you upgrade, configure, and deployupgrade and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Planning the CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerMarketing PlatformMarketing Platform upgrade
You can upgrade your current version of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition to bring it up-to-date with the latest features.
Upgrading Campaign
You can upgrade HCLCampaign to version 9.1.2 from versions 9.1.x and 9.1.1.x
Upgrade considerations for eMessage
To upgrade to the latest version of eMessage, you must upgrade Campaign to the same version. You can upgrade to Campaign and eMessage 9.1.2 from versions 9.1 or 9.1.1.
Deploying the IBM Campaign web application
You can deploy the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition web application by using an EAR file or you can deploy the individual WAR files.
Configuring Campaign after deployment
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.
Configuring multiple partitions in
For the HCL® EMM 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 Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS® Modeler Advantage Enterprise Marketing Management Edition functions, data, and customer tables that are configured for Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition in the same partition.
Configuring multiple partitions in eMessage
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.
HCL Marketing Platform utilities and SQL scripts
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.
Uninstalling CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution Modeler
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, 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 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.
This chapter provides usage information about HCL Campaign macros. Be sure to read this chapter before you attempt to use macros in HCL Campaign.
Using macros in HCL Campaign
This chapter provides usage information about HCL Campaign macros. Be sure to read this chapter before you attempt to use macros in HCL Campaign.
Using macros in HCL Interact
This chapter provides usage information about HCL Interact macros. Be sure to read this chapter before you attempt to use macros in HCL Interact.
HCL Macros Reference
This section describes each available macro that is available for use in Campaign, IBM Interact, or both. Macros are listed in alphabetical order.
HCL Marketing Operations and Campaign to use the marketing resource management features of Marketing Operations to create, plan, and approve campaigns.
Introduction to the integration
HCL Marketing Operations and Campaign to use the marketing resource management features of Marketing Operations to create, plan, and approve campaigns.
Campaign project template design
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.
Creating a campaign in an integrated environment
The workflow for creating a campaign when Marketing Operations and Campaign are integrated consists of the following tasks.
Offers and offer templates in an integrated system
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.
Welcome to the IBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Campaign integration documentation, where you can find information about how to install, administer, and use the integration of these two products. The IBM SPSS Modeler Advantage Enterprise Marketing Management Edition v8.0.0 consists of an IBM SPSS Collaboration and Deployment Services server (v6.0.0) and an IBM SPSS Modeler Advantage server (v8.0.0). IBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Campaign are linked to a shared file system.
IBM SPSS Modeler Advantage Enterprise Marketing Management Edition documentation
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.