New features and changes in version 11.0.1

HCL® Marketing Operations 11.0.1 includes the following new features. These are listed underneath and were added in version 11.0 and are carried forward to 11.0.1. Note that 11.0.1 is a localization release. So, the product is localized for 10 languages; namely Traditional Chinese, French (France), German (Germany), Japanese, Korean, Portuguese (Brazil), Spanish (Spain), English (United Kingdom), Simplified Chinese and Italian.

For more information about the new features and changes in Marketing Operations 11.0.1, see the Marketing Operations documentation set.

GDPR compliance

GDPR - Right to erasure - GDPR utility provided with IBM Marketing Operation help in generating the SQL scripts which can be executed on IBM Marketing Operation system tables to erase the users data referred in IBM Marketing Operation system. Please refer to IBM Marketing operation GDPR Guide for more details on GDPR utility.

Fast Upgrade

IBM Marketing Software version 11.0.1 supports the fast upgrade approach. This approach allows upgrades from version 8.6 onwards to version 11.0.1. This aids customers by bypassing the multi-step upgrade. The Fast Upgrade approach is also useful in reducing upgrade downtime. The approach is provided for IBM Marketing Platform, IBM Campaign, IBM Contact Optimization, IBM Marketing Operations, IBM Interact for upgrade from 8.6.x version onwards. For details, refer to the Fast Upgrade documentation released with version 11.0.1.

New Filter(My Due Date) added to show the due date for Project request

To monitor the status of project requests, the deadline can now be shown if you make the following configuration:
  1. On the Operations > Projects page, click Options.
  2. In the Options – Projects dialog box, click “My due date" in the Available columns and add it to the Selected columns.
So, when a user navigates to Operations > Projects page, on the listing page, the due date of the request is displayed. For users who are Not yet notified, no value is displayed for the due date.The due date is available in alert customization as <attribute>Scheduled End Date</attribute> for Request object. We can view this by navigating to Settings > Marketing Operations settings, in the Other options > Customize alerts page when you select the Planning object as Request, and in the Attributes tab’s listing select Scheduled End Date.

New Filter(My Review Status) added to show the review status of recipient of a Request

You can filter the Requests Lists according to the recipient’s review status, to only show the requests when it is the turn of the user to review – the “Waiting�? status and in other cases as well like “Not Yet Notified�?, “Accepted�? or “Returned�?. Earlier the Requests Lists showed all requests wherein the logged in user is a recipient or owner.

Benefit: Users don’t need to open requests to see if it is their turn to review. They can identify the request they need to work on at a glance on the Request List.

Example: To filter the Request List using this filter according to the recipient’s review status:
  1. On the Operations > Projects page, click Search.
  2. In the Search for Projects dialog box, click “Select an attribute�? and choose “My review status�?.
  3. If the user selects Waiting and clicks Apply, he can see the request where he needs to take an action.
The user can use the “My review status�? in the List view to check the status.

Show Project Template Name in Approval Lists

When you create a project, the template selected here will reflect in the Operations > Approvals page in the All approvals > My active approvals. The template name is thus indicative of the project template the approval belongs to.Whereas, when you create a standalone approval while creating an Approval Process, the Template name column will be blank.

Custom portlets allow you to make configurations to show standard or saved searches

Standard searches and customized saved search in Dashboard shows only the content of the list in the Dashboard. All the header as well as other artifacts can be hidden, if desired, when the list is referenced in the custom portlet by appending the &hideToolbar=true to the URL of the chosen Saved search.

Refer to the “IBM Marketing Platform Administrator's Guide�? > Chapter 5. Dashboard management > Custom portlets > Adding a custom portlet to a dashboard > Before you begin section - for creating the custom portlet with a saved search.

This feature offers the following benefits:
  • Better overview of the user’s activity on the dashboard.
  • Ability to use customized views in the dashboard.

Three options in Out-of-office settings

You are provided three options in Out-of-office settings for Delegating user for workflow tasks and approval tasks, standalone approvals and budget approvals and project requests:
  • Do not auto-delegate
  • Auto-delegate all
  • Auto delegate selected
For details, refer to the IBM Marketing Operations User's Guide > Chapter 1. Introduction > Customize Marketing Operations > Defining Out-of-office settings

Marketing Object Cross Reference Report for offers

Projects that Refer to This Item: projects that contain a link to this marketing object including offers. Marketers can now see the list of Campaign Projects where an offer or offer list is referenced. The information can be useful when the user wishes to update, cancel or delete an offer or an offer list.

Adobe Acrobat Pro DC support for Marketing Operations 11.0.1

Marketing Operations is integrated with Adobe Acrobat to mark up PDF attachments. Acrobat Pro DC is now supported with this feature. Acrobat 11 is not supported anymore.