Integration with HCL Marketing Operations

Campaign can be integrated with Marketing Operations to use its marketing resource management features to create, plan, and approve campaigns.

When Campaign is integrated with Marketing Operations, many of the tasks that were previously done in a stand-alone Campaign environment are done in Marketing Operations. You do the following Campaign tasks in Marketing Operations when the products are integrated.

  • Working with campaigns:
    • Creating campaigns
    • Viewing campaigns
    • Deleting campaigns
    • Working with campaign summary details
  • Working with Target Cell Spreadsheets
  • Assigning offers to cells
  • Specifying control cells
  • Creating and populating custom campaign attributes
  • Creating and populating custom cell attributes

    Only top-down cells are editable in Marketing Operations. Bottom-up cells are not editable in Marketing Operations.

These tasks are explained in the Marketing Operations and Campaign Integration Guide.

The following tasks are done in Campaign in both stand-alone and integrated environments:

  • Creating flowcharts
  • Running flowcharts
  • Detailed analysis of campaigns/offers/cells
  • Reporting on Campaign performance (depending on the reporting pack installed)

If offer integration is also enabled, you do the following tasks in Marketing Operations:

  • Designing offers
    • Defining offer attributes
    • Creating offer templates
  • Creating, approving, publishing, editing, and retiring offers
  • Organizing offers into offer lists and offer folders

For information about enabling offer integration, see the chapter on "Managing offers and offer templates in an integrated system". For more information about offers, see the Campaign guides for administrators and users.