Marketing Operations documentation and help

Different people in your organization use HCL® Marketing Operations to accomplish different tasks. Information about Marketing Operations is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.

The following table describes the information available in each guide.

Table 1. Guides in the Marketing Operations documentation set

The following three-column table describes tasks in one column, guide names in the second column, and audience in the third column.

If you See Audience
  • Plan and manage projects
  • Establish workflow tasks, milestones, and personnel
  • Track project expenses
  • Get reviews and approvals for content
  • Produce reports

HCL Marketing Operations User's Guide

  • Project managers
  • Creative designers
  • Direct mail marketing managers
  • Design templates, forms, attributes, and metrics
  • Customize the user interface
  • Define user access levels and security
  • Implement optional features
  • Configure and tune Marketing Operations

HCL Marketing Operations Administrator's Guide

  • Project managers
  • IT administrators
  • Implementation consultants
  • Create marketing campaigns
  • Plan offers
  • Implement integration between Marketing Operations and Campaign
  • Implement integration between Marketing Operations and IBM® Digital Recommendations

HCL Marketing Operations and HCL Integration Guide

  • Project managers
  • Marketing execution specialists
  • Direct marketing managers
  • Learn about new system features
  • Research known issues and workarounds

HCL Marketing Operations Release Notes®

Everyone who uses Marketing Operations

  • Install Marketing Operations
  • Configure Marketing Operations
  • Upgrade to a new version of Marketing Operations

HCL Marketing Operations Installation Guide

  • Software implementation consultants
  • IT administrators
  • Database administrators

Create custom procedures to integrate Marketing Operations with other applications

HCL Marketing Operations Integration Module and the API JavaDocs available when you click Help > Product Documentation in Marketing Operations, and then download the IBM<version>PublicAPI.zip file for the SOAP API and IBM<version>PublicAPI-RestClient.zip for the REST API.

  • IT administrators
  • Database administrators
  • Implementation consultants

Learn about the structure of the Marketing Operations database

HCL Marketing Operations System Schema

Database administrators

Need more information while you work

  • Get help and search or browse the Marketing Operations User's, Administrator's, or Marketing Operations Installation guides: Click Help > Help for this page
  • Access all of the Marketing Operations guides: Click Help > Product Documentation
  • Access guides for all HCL Marketing Software products: Click Help > All HCL Marketing Software Suite Documentation

Everyone who uses Marketing Operations