HCL Marketing Operations 9.1.2 documentation

HCL Marketing Operations v9.1.2 documentation

Welcome to the HCL Marketing Operations v9.1.2 documentation, where you can find information about how to administer and use HCL Marketing Operations.

HCL Marketing Operations Release Notes

System requirements and compatibility

New features and changes in version 9.1.2

HCLMarketing Operations 9.1.2 includes the following new features.

Fixed defects

The following defects are fixed in HCLMarketing Operations version 9.1.2.

Known issues

This table contains known issues in HCLMarketing Operations version 9.1.2.

Known limitations

This table contains known limitations in HCLMarketing Operations version 9.1.2.

HCLMarketing Operations Reports Package

HCLMarketing Operations-Campaign Reports Package

HCL Marketing Operations User's Guide

HCLMarketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.

Introduction

Common tasks

Plans

Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.

Programs

Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.

Projects

A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.

Workflows

To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.

Approvals

An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.

People and teams

In HCL Marketing OperationsDistributed Marketing, you assign work to teams or individual users.

Calendar

Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.

Grids

A grid is a spreadsheet-like presentation of data. Grids allow HCLMarketing Operations users to store all campaign- and project-related data within the project.

Marketing objects

A marketing object is any work product a team develops and reuses in the course of its marketing activities. Marketing objects can represent physical items (such as a letter or banner ad) or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).

Assets and asset libraries

HCLMarketing Operations provides centralized management, secure storage, and web-based access for digital assets.

Budgets

In HCLMarketing Operations, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Marketing Operations tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.

Invoices

In HCLMarketing Operations, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.

Accounts

A top-level HCLMarketing Operations account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.

Metrics

Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.

Reports

By default, HCLMarketing Operations provides a set of predefined reports and dashboard components. The Marketing Operations reports package provides additional example reports and dashboard report components that are created in IBM® Cognos®, a separate business intelligence application.

Searches

You can perform simple and advanced searches in HCLMarketing Operations.

Alerts and the message board

You can use alerts and the message board both to communicate information to other users of HCLMarketing Operations. Alerts and the message board are available for plans, programs, projects, requests, assets, accounts, approvals, invoices, tasks, teams, and marketing objects.

HCL Marketing Operations Administrator's Guide

With HCLMarketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.

Overview

With HCLMarketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.

HCLMarketing Operations interface customization options

HCLMarketing Operations offers options for customizing the user interface. You can customize or rebrand the Marketing Operations interface to match your organization's needs.

Marketing object types

Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with HCLMarketing Operations, you can create custom marketing object types.

Project and request deactivation

After your organization uses HCLMarketing Operations for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.

Marketing Operations reports

HCLMarketing Operations provides a set of default reports and dashboard report components. The Marketing Operations reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.

Template Basics

A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.

Adding or editing templates

After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.

Program and project templates

Program and project templates have additional tabs that customize the object instances that are made from the template.

Forms

A form is a collection of attribute fields that gather information about an object.

Attributes

An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Marketing Operations, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.

Metrics

Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.

Multiple locale support

For organizations with Marketing Operations users in multiple locales, you can translate the labels and text strings in the user interface for each locale.

Security

You configure security policies that grant users permission to access specific objects and features through assigned access roles.

Setting up alerts

Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.

List definitions

The user interface of HCLMarketing OperationsDistributed Marketing presents several list box controls that you can configure to provide a customized set of options.

Implementing project health rules

To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.

Exporting and importing metadata

You can transfer data structures (metadata) between HCLMarketing Operations systems using the export and import features.

Setting up libraries for digital assets

Through the optional Digital Asset Management module, HCLMarketing Operations provides centralized management, secure storage, and web-based access for digital assets.

Setting up accounts

An account in HCLMarketing Operations represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.

Advanced topics

This chapter provides information about advanced customization options for the HCLMarketing Operations interface.

Marketing Operations and Campaign Integration Guide

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.

HCL Marketing Operations Integration Module

HCLMarketing Operations Integration Services combines the Marketing Operations Integration Webservice, API procedures, and triggers to extend business capabilities.

What is HCL Marketing Operations Integration Services?

HCLMarketing Operations Integration Services combines the Marketing Operations Integration Webservice, API procedures, and triggers to extend business capabilities.

Marketing Operations Integration Webservice

The webservice provides a client view of the Marketing Operations Integration Services, which is part of the deployment of the HCLMarketing Operations server. The service is used concurrently with Marketing Operations web users.

HCLMarketing Operations procedures

A "procedure" is a custom or standard Java™ class hosted by HCLMarketing Operations that does some unit of work. Procedures provide a way for customers and HCL Professional Services to extend Marketing Operations business logic in arbitrary ways.

HCLMarketing Operations API

The HCLMarketing Operations API is a façade that provides a client view of a running Marketing Operations instance.

HCL Marketing Operations Installation Guide

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

Planning the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition installation

When you plan your Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition installation, ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.

Preparing the data sources for HCLMarketing Operations

You can use the Marketing Operations worksheet to enter the information that is required when you install Marketing Operations.

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 HCLMarketing Operations before deployment

Complete the configuration tasks before you deploy the web application.

Overview

There are general guidelines for deploying Marketing Operations on WebSphere® and WebLogic.

Configuring IBM® Marketing Operations after deployment

After you deploy and start the Marketing Operations application, log in and verify the installation. There are some basic configuration steps such as configuring the system user and a test user, setting up email and markup.

Installing reports

For the reporting feature, Marketing Operations integrates with IBM® Cognos®, a separate business intelligence application.

Installing HCLMarketing Operations in a cluster

You can install Marketing Operations in a cluster by completing additional tasks while installing Marketing Operations.

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.

configTool

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

HCLMarketing Operations configuration properties

This section describes the HCLMarketing Operations configuration properties on the Settings > Configuration page.

HCL Marketing Operations Upgrade Guide

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

Planning the Marketing Operations upgrade

For upgrading to Marketing Operations 9.1.2 version, you must check from which version you are upgrading. Upgrade scenarios are based on the current version of the Marketing Operations.

To upgrade Marketing Operations

To upgrade Marketing Operations, you back up your existing installation, ensure that Marketing Platform is upgraded and running, run the installer, restore any trigger procedures, deploy the upgraded applications, and then run some post-deployment processes.

Overview

There are general guidelines for deploying Marketing Operations on WebSphere® and WebLogic.

configTool

HCLMarketing Operations configuration properties

This section describes the HCLMarketing Operations configuration properties on the Settings > Configuration page.