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.
About this task
In many organizations, the tasks that are required to create a marketing campaign are shared by multiple people.
Procedure
- Using the appropriate template, create a campaign project.
Depending on your permissions, you can create the project directly or request a project and wait for it to be accepted.
- Complete any information that is missing on the project tabs.
- Create the linked campaign for the project.
After this step is completed, the Implementation/Planning button () appears, so you can go back and forth between campaign project and its linked campaign.
- Complete the TCS to define the control and target cells for the campaign and the assigned offers for target cells.
- Publish the TCS to Campaign.
- Create the flowcharts for the campaign, linking cells that are created in the flowchart with the appropriate target and control cells that are defined in the TCS.
- Optional: If TCS approval is required, test the flowchart to generate cell counts.
- Optional: If TCS approval is required, update the cell status from within the TCS for review.
- Optional: If TCS approval is required and when all information for a cell (for example, the count) is appropriate, approve that cell (row) in the TCS.
- Optional: If TCS approval is required, repeat the process of publishing the TCS and updating cell status until all cells in use by the flowchart is approved.
- When all necessary TCS rows for the flowchart to run are prepared, publish the TCS a final time.
- Optional: If flowchart approval is required, an approval must be created and assigned to one or more approvers. A flowchart can only be allowed to run when the approval is in completed or canceled state.
- Start the production flowchart run for the campaign.
- Campaign projects in an integrated system
If your IBM® Marketing Operations system is integrated with IBM Campaign, you can create campaign projects. - Creating a linked campaign
You must specify the campaign start date, campaign end date, and campaign security policy in a campaign project before you can create the linked campaign for the project. - Updating a linked campaign
You must update a linked campaign any time you change the value for a field outside of the TCS. - The Target Cell Spreadsheet
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. - Publishing the TCS
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. - Accessing a campaign in IBM Campaign
You can access a linked campaign from Marketing Operations. - Updating cell status data in the TCS
Updating the cell status imports the run results for the cells in the TCS from Campaign into Marketing Operations. When you update the cell status, Marketing Operations imports the latest run results. The results of previous runs are irretrievably lost. - Managing flowcharts
IBM 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. - TCS approval
In integrated IBM Marketing Operations and IBM Campaign systems, campaign project templates can require (target cell spreadsheet) TCS approval before flowcharts run in production mode. If Approval Required is selected on the template, then all rows of the TCS must to be approved before the flowchart can run in production mode. If you run the flowchart in production mode and one or more rows on the TCS associated with this flowchart are not approved, Campaign generates an error. - Testing and running flowcharts
You can do a test or production run on an entire flowchart, a branch, or an individual process in the flowchart. You can also validate flowcharts. For best results, conduct test runs and perform validation as you build a flowchart, so that you can troubleshoot errors as they occur. Be sure to save each flowchart before you do a test or production run and before you perform validation. - Importing metrics from a campaign
If your campaign project has a Tracking tab, the template creator mapped contact and response metrics in Campaign with metrics in Marketing Operations. You can import the metric data into the campaign project. - Integration reports
When the Marketing Operations and Campaign integration report pack is installed, the following reports are available.