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Marketing Manager Program Using Siebel_Lab Guide

Marketing Manager Program Using Siebel_Lab Guide

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Marketing Manager Program using Siebel

Lab Guide

Contents
Lab 1 Navigating the User Interface (UI) (Guided) Solution 1 Navigating the User Interface (UI) (Guided) Lab 2 Querying Siebel Data (Guided) Solution 2 Querying Siebel Data (Guided) Lab 3 Defining Architecture Components Solutions 3 Defining Architecture Components Lab 4 Exploring Architecture Components and Files Solutions 4 Exploring Architecture Components and Files Lab 5 Creating Simple Segments Solutions 5 Creating Simple Segments Lab 6 Creating a Simple Segment with Grouping Lab 7 Creating a Segment Tree with an Eligible Audience Lab 8 Using a Segment Tree in a Program Stage Lab 9 Creating a Marketing Plan Using iHelp Lab 10 Creating a Program and Loading a Campaign Solution 10 Creating a Program and Loading a Campaign Lab 11 Creating a Vendor List Format Lab 12 Creating Internal Lists Lab 13 Importing External Lists Lab 14 Entering Campaign Responses Lab 15 Loading the Business Analysis Warehouse Lab 16 Analyzing Campaign Responses Lab 17 Building Personalized Email Templates Lab 18 Managing Events Lab 19 Marketing Planning and Budgeting Solution 19 Marketing Planning and Budgeting Lab 20 Campaign Performance Report Lab 21 Marketing Planning Report

Lab 1 Navigating the User Interface (UI) (Guided)
Goals Time To practice navigating in Siebel Marketing Manager. 10 – 15 minutes

Instructions:
In this lab you will practice simple navigation in the Siebel user interface (UI). You have been provided with a new Siebel installation with a few records added to give you practice with UI navigation. You will review information on screens frequently visited by an end user of Siebel Call Center. These screens include Service Request, Accounts, and Contacts. 1. You will log in to Siebel Marketing Manager. a. Select Start > Programs > Internet Explorer. b. Navigate to http://localhost/marketing_enu. localhost is the hostname of the Web server, and callcenter_enu is the application and language. (enu = American English.) The login screen may take a minute or two to load the first time. c. In the login screen, enter these values:
User ID Password SADMIN SADMIN

d. Click the Arrow button. e. Wait until the application home page has completely loaded before continuing on to the next step. This will take several seconds. 2. You will examine a service request. a. Click the Service screen tab. b. Click the My Service Requests link on the Service Requests Homepage. c. Click the link for SR# 1-7010. 3. Review the service request details. If necessary, click the Show More button in the upper-right corner of the Service Request form to see all available fields. a. What is the Work Phone #? b. What is the service request Area? c. What is the service request’s Reproducible value? d. Who is the owner of the SR? e. What is the Organization?

Click All Accounts from the Frequently Viewed Accounts list. click the Select button (or use the F2 key on the keyboard). 6. iv. Click the Account Name column header to sort the records in ascending order. Click the Add button to add the record to the Selected window on the right. What is the name of the person (first and last name) associated with this service request? 5.4. i. a. How has the new contact record changed? 7. Click the Accounts screen tab to navigate to the Accounts screen. d. Click the Contacts screen tab to navigate to the Contacts screen. select the Cambrian Ventures account from the Available records list on the left. You will now examine Contacts. What is the SR# of the next service request? c. You will add a new contact and examine the behavior of the contact record as you associate it with an account. c. a. 415-999-5555 Account Executive c. Now you will associate the contact with an account. Click the Next arrow (to the right of the view tabs). You should see an triangular indicator next to the column name: . Enter the following information for the new contact: Last Name First Name Mr/Ms Work Phone # Job Title Matthews Jane Ms. b. b. click the More Info view tab below the Service Request form to navigate to the Service Request More Info View. Click the New button in the Contacts list or form to enter new contact information. Click OK. With SR# 1-7010 still selected. b. a. Click the Contacts List link in the link bar to display the list of SADMIN’s Contacts. You will now examine Account records. From the Accounts window. In the Account field. iii. ii. a. b.

What information is now visible in the thread bar? 9. Drill down on the last name Wagoner. How many contacts are associated with this opportunity? g.8. c. Which view tab is selected below the Opportunity form? f. Leave Siebel Call Center open for the next lab. . a. You will review opportunities for the Cambrian Ventures account. Navigate to the related opportunities by clicking the Opportunities view tab below the Account form. What entities are displayed in the view you navigated to? h. Drill down on the opportunity named Eternal Storage 10 TB NAS. What entities are displayed in the view you navigated to? e. How many opportunities exist for this account? d. Locate the Cambrian Ventures account and select it by clicking the Cambrian Ventures account name hyperlink. b.

e.d. 3.b.c. 3. 8.d. 8. 8. What is the Work Phone #? (250) 555-1234 What is the service request Area? Installation What is the service request’s Reproducible value? Always Who is the owner of the SR? SADMIN What is the Organization? Default Organization What is the SR# of the next service request? 1-7013 What is the name of the person (first and last name) associated with this service request? Jack Hutton How has the new contact record changed? The account name and address fields are automatically populated.Solution Lab 1 Navigating the User Interface (UI) (Guided) Answers: 3. . What entities are displayed in the view you navigated to? Contacts and Activities What information is now visible in the thread bar? Account: Cambrian Ventures > Opportunity: Eternal Storage 10 TB NAS > Contact: 8. 8. How many opportunities exist for this account? 2 Drill down on the opportunity named Eternal Storage 10 TB NAS. 3.e 4.a.h.b.g.d. 6.c. 4. What entities are displayed in the view you navigated to? The contacts associated with the Eternal Storage 10 TB NAS opportunity Which view tab is selected below the Opportunity form? Contacts How many contacts are associated with this opportunity? 3 Drill down on the last name Wagoner.f. 8.c 3.

Wait until the application has completely loaded before continuing on to the next step. This notation uses ‘>’ to separate parts of a hierarchical path to be followed using the Site Map. c. f. 2. Opportunities. which was created during product installation. c. b. start Siebel Marketing Manager and log in as SADMIN/SADMIN. Several administrative screens offer large data sets that offer good practice for querying. In the ZIP Code field.Data. Click Administration . and so on). 15 – 20 minutes Instructions: In this lab you will create and execute queries and sort the results.S. you will explore Call Center’s administrative seed data. What value appears in the city column? . e. type 90210. Click the Menu button and select Run Query (or use ALT+ENTER). Note: Zip Code refers to a U. Start Internet Explorer. Enter the URL: http://localhost/marketing_enu. e. 1. Note: In future labs. Click the arrow. You may want to bookmark this URL. If necessary. Click on the Site Map b. In the login screen. d.Lab 2 Querying Siebel Data (Guided) Goals Time To practice querying for data. postal code. a. enter these values: User ID Password SADMIN SADMIN d. Select New Query from the applet-level menu (or use the keyboard shortcut ALT+Q). button on the global toolbar. Because the classroom application has very little customer data (Accounts. a. Navigate to the Zip Code Administration screen and query for selected records. Scroll down and click Zip Code Administration. g. these steps will be abbreviated as: Administration – Data > Zip Code Administration.

ii. This will identify records without an assigned latitude or with zero latitude. How many ZIP codes are there for Los Angeles? Click the Menu button and select Record Count. Type >49 in the Latitude field. iii. ii. Click Query. How many valid ZIP codes are in this range? g. or use CTRL+Shift+3. Run a query for these records: i. Type IS NULL OR 0 in the Latitude field. iii. How many ZIP codes outside of Alaska have latitude greater than 49 degrees? f. This query will return records with City = Los Angeles and State = California. the highest latitude)? d. that is. This will match records where the State is not Alaska. This is a common technique used to refresh a list applet so that it lists all visible records. Click Query. a logical AND. this time on two fields: City Los Angeles and State CA. iv. Enter a Zip Code of 879?? and click Go. Type <>AK in the State field. Refine your query to exclude records with state equal to Alaska (AK): i. a. ii. Without entering any query. iii.h. ii. Some ZIP code records were created with blank or null longitude and latitude. Execute an empty query to refresh the Zip Code list. Click Go. Execute the query. The latter category will catch records where both the longitude and latitude have been set to zero. e. iv. click Go. Query again. b. ii. Create a new query. (Alt+R) Notice that your criterion for latitude appears in the query form. 3. The western extent of the Canada – U. Execute the query. Click Query. Execute a query to return ZIP codes with latitude greater than 49: i. border runs along the 49th parallel of North latitude. What city has the northernmost ZIP code (that is. c. iii. Execute an empty query to refresh the Zip Code list. i. Create and execute complex queries using the Zip Code seed data. .S. Sort the list by latitude in descending order by clicking the Latitude column header until a down arrow is displayed. Execute a query to locate ZIP codes between 87900 and 87999 using wildcards: i. This query will match 5 digit numbers starting with 879. Select Menu > Refine Query. to find the answer.

What query operator can you use to search in this field? d. h. Navigate to Administration . 5. Click the MVG select icon in the Applications field. What iHelp items are available for sales-like applications? f. Get experience querying on multi-value group (MVG) fields. a.iv. What kind of field is it? c. If necessary. Click the Query button. Which applications are returned from this last query? j. a Siebel object used help users with common application tasks. g. b. . You will execute queries on iHelp items. select the Create an iHelp Item from the list of results by clicking to the left of the record. and is suitable for less technical users. c. Click the Query Assistant button. i. You will navigate to the Views screen and query for application views related to Assets. e. Execute the query. Click OK to close the MVG applet. Create a query and type EXISTS(“*Sales*”) in the Applications field. Examine the Applications field in the lower form applet.iHelp > All iHelp Items. The asterisks are wild cards for any length substring. Use the site map to navigate to Administration . b. This view lists all Siebel application views. Query in this applet for Application *Sales*.Application > Views. a. This brings up an MVG applet. This query will match iHelp items that have at least one value in the Applications MVG that includes the substring “Sales”. This tool simplifies query construction. How many records are there without geographic coordinates? 4.

In the Query Name field. b. However. iv. How many view records are returned by this query? 6. an administrator can make it available to other users as a predefined query. enter Asset Views. The Query Assistant should be identical to the picture on the next page. Click Go. Notice that the text box below the dropdown lists displays a description of the query. Save the query you just created so you can use it later. Click OK. Select Query > Save Query As from the application menu. d. iii. Type Asset into the top right-hand text box. Click the top left-hand dropdown and select View Name. a. . ii. e. even though only one appears for this view) and can be executed by selecting it from the list: This is a private query – it is only available to you.d. Notice the query now appears in the Queries drop-down list (in alphabetical order. c. Click the top center dropdown and select Contains. Execute the following query: View Name Contains Asset: i.

99 What city has the northernmost ZIP code (that is. 3.iv. Idaho. How many ZIP codes are there for Los Angeles? Click the Menu button and select Record Count. 5.iv. 4.0005 degrees. 3. What kind of field is it? An MVG field – the icon for an MVG 4. 3.e. What value appears in the city column? Beverly Hills Query again. which can be queried directly from the underlying database table S_ZIPCODE. AK (Alaska) at 71. 4. but this is a result of rounding the result for display in the user interface.h.g. What query operator can you use to search this field? EXISTS( ) What iHelp items are available for sales-like applications? Create an iHelp Item What applications are returned from this last query? Siebel Sales Enterprise and Siebel eSales How many view records are returned by this query? 132 .) How many zip codes are in this range? 12 How many records are there without geographic coordinates? 972 Examine the Applications field in the lower form applet. that is. for Eastport. The underlying value for Eastport is 49.Solution 2 Querying Siebel Data (Guided) Answers: 2. this time on two fields: City Los Angeles and State CA. 2.29N latitude How many ZIP codes outside of Alaska have latitude greater than 49 degrees? 3 (Note: one of the results. the highest latitude)? Barrow.c. to find the answer. differs from the icon for a dynamic picklist 3.e.f.b. 4. This query will return records with City = Los Angeles and State = California.i. or use CTRL+Shift+3. a logical AND.iv. appears to have latitude equal to 49.g.c.

Clients __ 7. Communicates with the BI Web Server to obtain segmentation results when loading campaigns M. Provide the interfaces to access the data C. Oracle BI Presentation Services __ 6. transformed. Presentation Catalog __ 12. 5–10 minutes Instructions: 1. Match the Siebel Marketing Architecture component and file names on the left to their descriptions on the right. Contain the business data that users want to analyze L. Siebel Enterprise Server __ 8. pages. Assembles email to be sent to lists or segments of prospects or contacts I. Generates dynamic SQL to query data in the data sources F. Receive data from the Oracle BI Server and provides data to the client that requested it K.log __ 10.rpd) __ 9. Write the appropriate letter of the description in the blank. NQSConfig. and loaded from transactional applications H. Stores application dashboards. Contains metadata that represents the analytical model B. NQQuery. Records query requests J. NQSServer. Oracle BAW __ 3. Siebel File System Description A. and filters E. Siebel Email Marketing Server __ 4. Repository File (. Is the configuration file used by the Oracle BI Server at startup D. Component __ 1. Data sources __ 13. Oracle BI Server __ 2. Records the Oracle BI Server messages G. Contains the campaign target list generated by Siebel Marketing . Is the database that contains the data extracted.ini __ 11.Lab 3 Defining Architecture Components Goals Scenario Time To match the Siebel Marketing Architecture component names with their descriptions You want to assess your knowledge about the Siebel Marketing Architecture. request definitions.log __ 5.

Oracle BAW H 3. pages. request definitions. Is the configuration file used by the Oracle BI Server at startup D.log J 5. Siebel Enterprise Server A 8.rpd) F 9. Repository File (. and filters E. Communicates with the BI Web Server to obtain segmentation results when loading campaigns M. Clients L 7. Presentation Catalog K 12. Siebel Email Marketing Server I 4. Contain the business data that users want to analyze L. Oracle BI Server G 2. Stores application dashboards. NQQuery. Siebel File System Description A. Match the Siebel Marketing Architecture component and file names on the left to their descriptions on the right. NQSConfig. Contains the campaign target list generated by Siebel Marketing .ini D 11.log C 10. Provide the interfaces to access the data C. Contains metadata that represents the analytical model B. Oracle BI Presentation Services B 6. Receives data from the Oracle BI Server and provides data to the client that requested it K. Component E 1. Records the Oracle BI Server messages G. NQSServer. Records query requests J. and loaded from transactional applications H. Is the database that contains the data extracted.Solution 3 Defining Architecture Components Answers 1. Generates dynamic SQL to query data in the data sources F. Write the appropriate letter of the description in the blank. transformed. Assembles email to be sent to lists or segments of prospects or contacts I. Data sources M 13.

Select Start > Programs > Administrative Tools > Services. b. Examine the services that control the Oracle BI applications. b. What do you see? __________________________________________________________________ __________________________________________________________________ d. d. 2. c. scroll down to the bottom of the file to view the most recent messages. In the Services window. a. a. Scroll down to the [REPOSITORY] section. In the Services window. Examine the file text.log. You notice that much of the text pertains to starting and stopping the Oracle BI Server.ini. Select File > Exit to close the file. In the Services window. or double-click the Services icon on the desktop. Which repository was loaded? d. a. Examine NQSConfig. If necessary. What is the significance of this parameter? __________________________________________________________________ __________________________________________________________________ . c. Double-click C:\OracleBI\server\Log\NQServer. scroll to locate the Oracle BI OC4J Service and click Start. b. c. Examine NQSServer.INI.log. 10–20 minutes Instructions: 1. 3. Double-click C:\OracleBI\Server\Config\NQSConfig.Lab 4 Exploring Architecture Components and Files Goals Scenario Time To examine some of the key architecture components The Siebel Marketing and Oracle BI software are installed and you need to validate the installation by reviewing some files. scroll to locate the Oracle BI Server and click Start. scroll to locate the Oracle BI Presentation Service and click Start.

4. Verify that the value of the ENABLE parameter is YES. This is the standard repository file delivered with Oracle BI applications. Localhost is the host name of the Web server. a. Navigate to C:\OracleBIData\Web\Catalog. Click the Marketing Analytics tab. . In the Services window. scroll to locate the Siebel Gateway Name Server service and click Start if the status is not started. a. or double-click the Services icon on the desktop. Verify that a dashboard page opens. In the Services window. 6. Examine the services that control the Siebel Marketing applications. scroll to locate the IIS Admin Service and click Start if the status is not started. (enu = American English. Navigate to C:\OracleBI\Server\Repository. and marketing_enu is the application and language. Enter the following and click the Login button: User ID Password MMAY MMAY 8. Select File > Exit to close the file. Navigate to http://localhost/marketing_enu. Select Start > Programs > Internet Explorer. scroll to locate the Siebel Server [ousrvr_1] service and click Start.e. Examine the Presentation Catalog folder. Verify that the OracleBIAnalyticsApps. b. 7. b. Verify communication between the BI Server and the Siebel Server to display Analytics dashboards in the integrated user interface a. c.) The Login screen may take a minute or two to load the first time. a. In the Services window. Examine the repository files. Scroll down to the [CACHE] section. Select Start > Programs > Administrative Tools > Services. 5. Log in to the Marketing application. c. This is the standard presentation catalog delivered with Oracle BI applications. what can you derive from this parameter value? __________________________________________________________________ __________________________________________________________________ g.rpd file exists in this folder. d. which can take up to three minutes. This may take several minutes to finish. a. e. Based on your understanding of cache files. f. Allow the machine to start up the services. b. (This may take a while when opening for the first time). b. Verify that this folder contains a subfolder named EnterpriseBusinessAnalytics.

What is the significance of this parameter? This is the name of the repositories that can be loaded into memory when the Oracle BI Server is started. Star is a logical name for the repository. as opposed to OracleBIAnalyticsApps.c. OracleBIAnalyticsApps. 3. 3. 3.rpd What do you see? One repository.Solution 4 Exploring Architecture Components and Files Answers 2. which is the physical name.rpd. any logical name can be used.d. what can you derive from this parameter value? Query results will be cached on the Oracle BI Server. Which repository was loaded? OracleBIAnalyticsApps. .rpd. Based on your understanding of cache files. “Star” has no significance. is visible.f.c.

Then click OK. e. . f. Select the Contacts target level from the right side. click OK. Log in to the Marketing application. Click the Update Counts button and click OK in the Update Counts dialog box. select the is not null operator and click OK. In the Edit Criteria Block dialog box. b. The Customer Profile_segmentation subject area is selected by default. In the Create/Edit Filter dialog box. From the Count menu. and click OK. a. Enter the following and click the Login button: User ID Password MMAY MMAY 2. m. enter a value of Y. and save your work In this exercise.Lab 5 Creating Simple Segments Goals Scenario Time To learn how to create simple segments. In the Edit Criteria Block dialog box. select All Counts. and enter a value of Y. click OK. g. select the is equal to/is in operator. Build and verify an Active Email Contacts segment. update the counts. h. In the Create/Edit Filter dialog box. j. d. Click the Segments tab. click OK. k. Select Start > Programs > Internet Explorer. i. Navigate to the Contact or Prospect > Contact Profile folder and select the Active Flag field to add a criteria block. In the Edit Criteria Block dialog box. a. select the is not equal to/is in operator. In the left selection panel. Navigate to http://localhost/marketing_enu. you create several simple segments and save them for future use. 30 minutes Instructions: 1. c. c. navigate to the Contact Address folder and select the Email Address field to add another criteria block. Verify that you get Gross and Cumulative counts for your segment. l. b. Select the Never Email Flag field from the left panel.

Build and verify another contacts segment by country. o.) 4. Select Profile in the Choose Profile Dashboard. so instead of using All Choices. Update counts. How could this feature be valuable? __________________________________________________________________ __________________________________________________________________ .n. What happens? __________________________________________________________________ __________________________________________________________________ Hint: Click No when asked for saving. c. a. Use the Create Folder button ( ) in the “Choose folder” dialog box to add a new folder under My Segments named <your name>. Drill down on this number. Save your new segment as Active Email Contacts in this folder. 3. and United Kingdom). enter it directly. e. Click the Save icon in the upper right to save your segment. Create a new segment of contacts that live in English-speaking countries (USA. d. Note that the final segment count at the lower right of the designer is hyperlinked. Use the Account > Address > Country Column for your criteria block. 5. Name the segment EN Contacts and save it in your folder. (Use the icon . Note that Ireland is not currently a database value. Ireland. Use the New Segment button and select the Contact target level. b.

How could this feature be valuable? You can validate the segment’s content.Solution 5 Creating Simple Segments Answers 4. What happens? The members of the segment are displayed in the Interactive Dashboards. . 5.

e. Click Add. select your folder under the My Segments folder. add criteria for # Contacts is greater than or equal to 1. iv. i. including different target levels. If necessary.Lab 6 Creating a Simple Segment with Grouping Goals Scenario Time To create a segment by using special features. In the left selection panel. b. ii. i. On the Segment Designer start page. From the Operator drop-down list. select contains any. and then select Value from the menu. ii. f. enter VP. a. In the Value field. i. Navigate to http://localhost/marketing_enu. c. Navigate to the Contact or Prospect > Contact Profile folder and select the Job Title field to add a second criteria block. Create a segment that uses groups. 35 minutes Instructions: 1. and nested segments In this exercise. groups. Click OK. d. c. log in to the Marketing application. Navigate to the Facts folder and select the # Contacts field to add a third criteria block. Click OK. b. In the Create/Edit Filter dialog box. Click OK. In the Create/Edit Filter dialog box. Select the EN Contacts segment. The Customer Profile_segmentation subject area is selected by default. Click the Segments tab. you create the following segment: EN contacts whose job title begins with “VP” or “Sales” or who have associated opportunities. iii. select the Opportunity Contact_segmentation subject area. open the saved EN Contacts segment. enter CEO. In the left selection panel. In the Value field. g. . a. Enter the following and click the Login button: User ID Password MMAY MMAY 2. add criteria for Job Title contains any CEO or VP. j. Select Start > Programs > Internet Explorer. h.

Add another target level to the segment. Click the Keep hyperlink in the third criteria block. Click OK. d.k. Click OK to save your current segment. the new counts will be saved with the segment criteria. (Hint: The Total Order Revenue column is available in the Orders_segmentation subject area. b. m. o. Use the link at the upper left of the screen to navigate back to the original EN VIPs segment. ii. Scroll down in the left selection panel and click the Select Another Target Level button to create a segment at the Accounts target level. Create a segment of accounts with total order revenue greater than 100 and update counts. Remember that when you update counts before saving. Click Update Counts and verify that you get Gross and Cumulative counts for your segment. Name the new segment EN VIPs and save it in your folder. Select Add from the drop-down list. Group the second and third blocks—drag the third criteria block onto the second criteria block to group them. n. c. Note the final count. Update counts again for the original segment and note the difference in gross counts for the nested segment. Change the value of Keep to Add for the new segment criteria block. Save the segment as Revenue greater than 100. Save your work by clicking the Save button. Click Update Counts again and note the counts. f. Change the operator for this third block to Add. e. l. You might be prompted to save your new Accounts segment and to include the new segment in the original. a. Select Facts > Order Header Facts > Total Order Revenue). . p. g. 3. Note the counts for the segment. Note that you can check how recently the counts were updated by placing the cursor over the count blocks. i.

Click the Save icon and save as a new segment named Active Contacts. b. Click OK to close the “Add additional constraints to the Eligible Audience” dialog box. Click the Add button in the Eligible Audience section to select the new Active Contacts segment. iii. In the Segment Tree Designer. Enter the following and click the Login button: User ID Password MMAY MMAY 2. b. . ii. In the Choose Segment dialog box. (The “never email” flag is not Y and the email address is not null. b. In the “Add additional constraints to the Eligible Audience” dialog box. i. ii. Set up the eligible audience. Open your existing Active Email Contacts segment. c. 20–30 minutes Instructions: 1.Lab 7 Creating a Segment Tree with an Eligible Audience Goals Scenario Time To create a new segment tree and define its eligible audience and target cells In this exercise. log in to the Marketing application. select the Active Contacts segment and click OK. Open your folder under My Segments by clicking it. a. 3. select the Contacts target level to create a new tree. a. c. a.) d. c. If necessary. i. Select the Active Email Contacts segment. Delete the second and third criteria blocks. click Browse. Navigate to http://localhost/marketing_enu. Click the Segment Tree Designer link. you define a segment tree eligible audience and create segment tree target cells. Create a segment and use it as a segment tree eligible audience constraint. Click the Segments tab to navigate to the Segments screen. Select Start > Programs > Internet Explorer.

Save the segment tree in your folder as Email Country Split. split the cells by country. Click the Filter icon for Group 3. Create segment tree target cells. i. select Account. a. Click the Filter icon for Group 1. b. v. vi. f. In the Create/Edit Filter dialog box. c. add criteria for Country is equal to / is in United Kingdom. In the Apply Split/Sample dialog box. i. In the left selection pane. viii. d. vii. and Country.Now all tree branches will be constrained to include only active contacts. ix. ii. Address. Click the Update Counts button to see how many individuals are in each target cell. iv. ii. select Selected Values. Click the Menu button and select Split/Sample to split the members of the Active Email Contacts branch into target cells. iii. Ireland. From the drop-down list. In the Create/Edit Filter dialog box. . Note that using the All Counts option allows you to view more counts. Click the Filter icon for Group 2. In the Create/Edit Filter dialog box. pick the Active Email Contacts segment to add it to the segment tree. select the Value sampling method. Note that a fourth remainder cell is created automatically. add criteria for Country is equal to / is in USA. Hint: In Customer Profile_segmentation. 4. Also note that the counts are different than in the Segment Designer. Click OK to close the Apply Split/Sample dialog box. and the United Kingdom. In the left selection panel. In the Apply Split/Sample dialog box. select the Account Country field from the Customer Profile_segmentation subject area. add criteria for Country is equal to / is in Ireland. e. Split the contacts into three groups by country: USA. Enter 3 in the “Split into groups” text box.

a. Click the New button to create a new program and name it PCS Product Launch. Click OK. drill down on the MMAY folder. c. Enter Roadshow Invite . o. b. drag a Campaign onto the workspace. l. g. click the New button. and then click Save. If necessary. .) k. click New. j. In the Pick Segment Tree picklist. log in to the Marketing application. Click OK. You can rename it or give a description if you want. Add a segment tree to a program stage. Navigate to http://localhost/marketing_enu. f. you: – Add a segment tree to a marketing program stage – Allocate target cell members to individual campaigns Time 30–40 minutes Instructions: 1. b. Now you have mapped your tree from Oracle BI into the Siebel OLTP for use in a program. In the Pick Campaign list. Click OK.Lab 8 Using a Segment Tree in a Program Stage Goals Scenario To link your program and segment tree from previous labs by using the program flow and allocation views In this exercise. h. i.<Your First Name> as the name. Click the Programs tab to navigate to the Programs screen. Drill into the PCS Product Launch program. (Drop it a little to the right of the campaign. c. e. Enter the following and click the Login button: User ID Password MMAY MMAY 2. click the Picklist icon in the Location field to select your segment tree. and then drag a Segment Tree from the palette onto the program flow workspace. n. In the Pick Segment Tree dialog box. Select Start > Programs > Internet Explorer. In the flowchart editor. and select the Email Country Split segment tree. then drill down on your folder. d. In the Pick Segment Tree picklist. m. a. Click the Roadshow Invite campaign icon. Press Ctrl + S to save the new program.

or alternatively. Click the Offers screen. Set the Type to Other. f. The Refresh Tree button allows you to update the tree and count information if the tree has been edited since the allocation was last saved. a. i. Create a new offer named PCS Test Offer 1. Create a test offer and treatments. b. h. a. Double-click the new segment tree icon. . 4. e. Use the thread bar to navigate back to the Program Flow Designer. Return to the Program Flow by using the browser’s Back button. c. 3. click New and select the PCS Test Offer 1 that you created in step 3. Use the browser’s Back button to return to the Program Flow Designer. Allocated counts appear at the bottom. Click OK in the Pick Segment Tree picklist to use this newly mapped tree in your program. Select the check boxes to associate each branch to a treatment. In the Offers list. d. add two treatments named PCS Test Treatment 1-1 and PCS Test Treatment 1-2. select it and click the Allocate Segment Tree button. Click the Save button to save your allocations. b. Notice the buttons at the top of the Allocation applet: The Edit Tree button allows you to go directly to the Segment Tree Designer to edit the tree. Set the Channel for both treatments to Email. d. c. Allocate target cell members to specific campaigns. In the Treatments list.p. The allocation matrix is displayed next to a visual representation of your segment tree with its saved counts. The Offer and Treatments names are displayed as columns in the matrix. In the Treatments list at the bottom of the view. Double-click the Campaign icon. g. click New and add both treatments to the campaign.

you launch the iHelp task pane and follow the guidance provided to create a new marketing plan. ii. Click the How do I? icon to open the iHelp task picker pane. i. a. Click the hyperlinked text in the first iHelp step.Lab 9 Creating a Marketing Plan Using iHelp Goals Scenario Time To create a marketing plan with tactics and budget requests and submit for approval In this exercise. create a new Program tactic. a. h. g. ii. Click the hyperlinked text in the second iHelp step. Note that there are already some goals present due to a previously defined goal template for this type of plan. i. Click the Plan Tactics tab. c. Click the Marketing Plans tab. Set an appropriate planning period for the marketing plan. d. Set Region to EMEA. Enter data as requested. i. If necessary. e. . Enter data as requested for the iHelp step 1: Click the New button and enter the following: Plan Name Type <enter current year> EMEA Plan Regional f. iii. b. Click the iHelp step 3 to add goals to your plan. c. Click the New button in the Plan Tactics list. In the iHelp step 4. Select the Create a Marketing Plan task. Create a marketing plan for the EMEA region in the current year. b. Select Start > Programs > Internet Explorer. Enter the following and click the Login button: User ID Password MMAY MMAY 2. Navigate to http://localhost/marketing_enu. 15–20 minutes Instructions: 1. Name the program PCS Product Launch 6-1. log in to the Marketing application.

Name the budget request Product Launch 6-1 and enter a planning period. (You are sending this request to yourself. j. Drill into the Product Launch budget request record to go directly back to the Marketing Plan record. .iv. create a new budget request and associate your new program to it in the bottom applet. iv.) vi. Click New in the Budget Requests view. Select Program as the type. change the Approval Status field value to Submitted. In the top applet. v. In the Pick Employee dialog box. In the iHelp step 5. Close the iHelp pane. iii. Navigate to the Home page and look in My Approval Inbox. but this is for lab purposes only. Drill into the Product Launch 6-1 budget request to navigate to the Budget Requests screen. k. Note the approval history. but it remains open and available. Enter a comment and click Send. l. enter MMAY in the To Employee field. ii. Note: You have left the flow of the iHelp task. i.

e. Enter Roadshow Telesales Follow-up 6-2. b. d. Navigate to http://localhost/marketing_enu. Enter the current year as the execution period. c.Lab 10 Creating a Program and Loading a Campaign Goals Scenario To create a Marketing Program and load a campaign within the program and view the system task log In this exercise. c. log in to the Marketing application. click New to add a new treatment. In the Treatments list. Create a Marketing Offer. Create a Marketing Campaign. a. h. Enter the following and click the Login button: User ID Password MMAY MMAY 2. Click New to create a new offer. c. If necessary. a. Enter PCS Roadshow 6-2 as the name. . Click New to create another treatment. b. Enter Roadshow Email Follow-up 6-2 as the name. j. b. Enter Roadshow Invite – EN as the campaign name. Click the Offers tab to navigate to the Offers screen. Enter Email as the channel. Click New to create a new campaign. f. 3. Click the Campaigns tab to navigate to the Campaigns screen. Click the Treatments view tab. d. Enter Awareness as the type. you: • • • Time Create a Marketing Program Associate segments with campaigns in the program Load a campaign 15–20 minutes Instructions: 1. Select Start > Programs > Internet Explorer. i. a. g.

From the Pick Campaign picklist. Now add an offer to your Roadshow Invite . d. Drill down on the new program to navigate to the Program Flow view. and drop it a little to the right of the campaign. Click the Design tab. (1) In the Location field. Create a marketing program. select your EN Contacts segment and add it to the previously used segments. click the Choose a new Segment button to navigate to your folder. add your name to the EN Contacts reference to make it a unique reference. Click the Program Details tab. a. 4. Add a new offer by clicking the New button in the Offers List applet. Click OK in the Previously Used Segments picklist to insert this newly mapped segment into your program. Note that there are no details on this program because you just created it. ii. . e. set the region for the program to EMEA. click the Picklist icon. i. c. ii. b. (2) In the Pick Segment picklist. Note: This may take some minutes when done for the first time. iv. (3) Drill down on your folder.EN campaign icon to navigate to the Campaign Design view. select and drag a Stage from the palette into the window and select it. vi. drill down on the MMAY folder. b. g. Drag a Campaign from the palette into the window. (4) Select the EN Contacts segment and click OK. Click New and create a new program named PCS Product Launch 6-2. v.EN campaign to select it. and then click Save. In the upper form.EN campaign. You can rename it or give a description if you want. Click the Programs tab and drill down on the PCS Product Launch 6-2 program. Enter Phone as the channel. In the next dialog box.k.EN campaign. a. Drop it a little to the right of the stage icon. Notice all the details that can be entered for the program. iii. Select and drag a segment from the palette into the designer window. Click the Roadshow Invite . You have now mapped your segment from the Marketing Server into the Siebel database for use in a program. Associate your EN Contacts segment to the Roadshow Invite . In the Previously Used Segment picklist. select Roadshow Invite – EN. f. Add a campaign to the PCS Product Launch 6-2 program. Click the Programs tab to navigate to the Programs screen. (5) In the Reference Name field of the Previously Used Segments dialog box. i. The segment name now appears in the Previously Used Segments dialog box. c. d. In the Program Flow window. Double-click the Roadshow Invite . 5. e.

Load the Roadshow Invite . b. vi. Navigate to the Execute > System Tasks view. click the Choose a new Segment button. iv. click OK. In the Previously used Segments list. The process may take a few minutes to complete. Click the Segment/lists link. iii. click the Select button. i. iii. Click OK. c. In the “Previously used Segments” list. Now allocate your segments to the treatments. e. d. Click OK in the Load Campaign dialog box. v. Load a campaign. vii. After the process is completed. 6. append your name to the segment to make it a unique reference. Select PCS Roadshow 6-2 from the Offers picklist applet. viii. b.EN campaign by clicking the Load Campaign button at the Campaign applet. Did you get the right number of contacts? __________________________________________________________________ . Navigate to your folder and select the EN VIPs segment. iv. In the Location field. Allocate segments to treatments. navigate to the Execute > All Contacts/Prospects Across Organizations view to see the contacts added to the campaign. You have now registered your segment in the Siebel database and associated it with the campaign. i. 7. Navigate to the Allocation applet in the bottom. ii. Click the Add Segment button.iii. Allocate the EN Contacts segment to the Email Treatment. Click the Save button. In the Reference Name field. Click Save. Navigate to the Treatment view in the bottom and add the two treatments: Roadshow Email Follow-up 6-2 and Roadshow Telesales Follow-up 6-2. a. a. iv. Notice that the Allocated value change. Click the Refresh button to monitor the status of the load task. ii. Allocate the EN VIPs segment to the Phone Treatment.

e Navigate to the Execute > All Contacts/Prospects Across Organizations view to see the contacts added to the campaign. .Solution 10 Creating a Program and Loading a Campaign Answers 7. Did you get the right number of contacts? Yes.

Navigate to http://localhost/marketing_enu. Select Start > Programs > Accessories > Windows Explorer. navigate to C:\sia80\siebfile\Marketing. a.Marketing > List Formats. Create a Preview folder in the file system to store preview lists. Create a list format. In Windows Explorer. b. 60–80 minutes Instructions: 1. Select the following columns: First Name Last Name Street Address City Postal Code Country Work Phone Number . b. For this list format. Navigate to Site Map > Administration . create it.Lab 11 Creating a Vendor List Format Goals Scenario Time To create a new export format for a campaign vendor In this exercise. Open the Contacts (Transaction Database) folder in the left selection panel. you create a new file format that could be used to send a list to a campaign vendor. If the folder is not present. b. Select the Marketing Contact List subject area from the right side of the screen. d. If necessary. a. a. d. you select columns from the transaction database to get the latest customer profile. c. log in to the Marketing application. Select Start > Programs > Internet Explorer. Verify the existence of a folder named Preview. c. Enter the following and click the Login button: User ID Password MMAY MMAY 2. c. 3.

vi. i. open the Campaign History (Transaction Database) folder and select Campaign Id. select the Campaign Id expression. iv. In the System Data menu. Click the icon on the Campaign Id column. so set up this column to be filtered by an argument (System Data) passed by the list generation. v. In the Column Properties dialog box. and then on the Last Name column. under Column Format. In the Create/Edit Filter dialog box.e. iii. Click the icon on the Street Address column. ii.) f. g. Note: Values for Campaign Id are to be determined at run time. Click OK. In the left selection panel. select Upper Case from the Casing drop-down list. select Upper Case in the Casing drop-down list. Click the icon on the City column. Note that a filter now appears at the bottom of the view: Campaign Id is equal to / is in @{campaignID}{} . Add a filter that constrains the list to only members of a certain campaign. Make the street address and city all uppercase. under Column Format. and then by last name. Click OK to close the Create/Edit Filter dialog box. i. In the Column Properties dialog box. click the Add button and select System Data from the menu. Click OK. iii. (Click the icon first on the Postal Code column. h. Sort the list by postal code. ii.

e. d. a. iv. 5. Test your list format with a campaign. and select Campaign Name. Create a new offer named Upsell Offer A. Create a new offer for testing purposes. a. Now. i. such as the following: This is my new list format. c. This list is for the following Campaign: iii. Add some System Data to the header. click the Available System Data link. d. Enter some header text. Select Upsell Offer A from the Offers picklist . ii. Enter headers and footers for your list format. Click the Options tab and set the following options: Purpose Delimited End of Field Delimiter Text Qualifier Include Column Headers List Export Selected Comma None Selected k. Repeat this by adding another line of text: The list was created on the following date: v.) j. Click the “Header and Footer” tab. Save the list format in your personal folder as Test Vendor List Format. click the icon on the Campaign Id column to remove it from the displayed output columns.) vi. l. b. b. Drill down on the campaign and click the Design tab of the second applet. Set the Type to Other. c. Click the Offers link and then the New button to add a new Offer. 4. Place your cursor at the end of the second line of the text. Click the Campaigns tab. (The filter will remain.i. Ensure that you press Enter at least once to ensure that there is an end-of-line character at the end of the header. Add the Current Date and Time expression to the end of the third line. Add a direct mail treatment named Photo Printer Upsell Direct Mail Treatment A to the offer. Navigate to the Offers screen. press Esc to undo your changes and create another offer record. Note: If you receive an error message indicating that the offer code already exists. Click the New button to create a new campaign and name it Test Vendor List Format. (The header was created on the following date: ‘@{currentDatetime}{}’.

Enter the Campaign Id from the previous step in this lab. Click the Add button and select System Data. select About Record. You need to provide the Campaign Id as an argument for your preview test. Click the Segments/Lists link. In the middle list applet. i. Click the Export List Format picklist icon. Click the Refresh button in the bottom applet to verify that the list appears. v. g. In the new record. ii. u. i. Ensure that there is a Destination Folder Path displayed. From the picklist. k. Click the Add Segment button. a. r. Click the hyperlink to open the file and view the contents. select Load Campaign. f. select Launch Campaign. locate the Row #. Click the Columns tab and click the icon for the first column. i. q. i. m. o. Click the Execute tab and monitor the campaign load in the System Tasks view. In the About Record dialog box. In the Pick Export List Format picklist. Click the Options tab and select Fixed Width. Click OK in the Load Campaign dialog box. notice that there is now a Width field.f. Click Generate List Files. s. Select Campaign Id from the menu. Select the Allocate check box to allocate the EN VIPs segment to the treatment. h. Monitor the task on the Execute tab in the System Tasks view. In the Column Properties dialog box. n. l. From the upper Campaign applet’s menu. Use fixed-width formatting in your list format. __________________________________________________________________ c. select the EN VIPs segment and click OK. After the campaign load is complete. click the Vendor picklist icon. From the upper Campaign applet’s menu. click it to preview the new layout. Click the New button. j. navigate to the List Distribution view. Create a new record in the middle list applet and select a vendor. p. Select Photo Printer Upsell Direct Mail Treatment A from the Treatments picklist. Click the List Distribution link on the Execute tab. 6. Select your list format for the export. t. From the applet menu on the upper form (Campaign). d. h. navigate to the “All Contacts / Prospects across Organizations” tab to verify the load. From the Add Segment picklist. ii. Write down the Row # for the campaign record and click OK to close the dialog box. . drill down on the hyperlink for the Export List Format. b. Click the Preview tab. When you get a result link. navigate to the Test Vendor List Format in your personal folder and click OK (/users/mmay/Test Vendor List Format). e. Give the job a few seconds to run and click the Refresh button to monitor the task details. g. Enter a width for each column in your list format. When the task is complete. Click the New button in the Treatments view. select Copy Center and click OK. iii.

Click the Options tab and set back to Delimited.j. Note the differences from the previous task. Go to the Preview tab again and click Generate Preview. Notice that every value is now wrapped in double quotation marks. b. 7. c. Select the Text Qualifier option with “ ”. . a. Use text qualifiers in your list format.

5. Click Activate. Activate List Management workflows. . Query for workflows with the name SLM*. Click Go. c. Navigate to Site Map > Administration – Business Process > Workflow Deployment. The query should retrieve four workflows. Click Save and Edit. b. Select “All Contacts Across Organizations” from the Visibility drop-down list. Enter the following and click the Login button: User ID Password MMAY MMAY 2. c. Enter E-Mail Contacts 8-1 for List Name. In the toolbar. 20 minutes Instructions: 1. b. If necessary. b. 4. click the Save Target List button. d. a. Deselect Private Flag. a. Navigate to http://localhost/marketing_enu. Press Ctrl + A to select all records. Click Query and enter the following criteria: State Email Contact Method CA IS NOT NULL E-Mail 6.Lab 12 Creating Internal Lists Goals Scenario Time To use the target list feature of Siebel Industry Applications to create a list of contacts You want to use existing contacts for marketing campaigns. log in to the Marketing application. Select Start > Programs > Internet Explorer. Note that this task is typically carried out by administrators a. Navigate to Site Map > Contacts > Contacts List. 7. c. 3.

Drill down on the list name and verify that the contacts are now members of the new list.8. You can use the target lists to load campaigns as you could use external lists or segments. .

Email Address.Lab 13 Importing External Lists Goals Scenario Time To use the list import feature to create a list of prospects You want to use external prospect lists for marketing campaigns. and Email Address. f.) k. n. First Name. drill down on the AAAList record. Navigate to Sitemap > List Management > Lists. Job Title. (Hint: The link is located below the List Management screen tab. log in to the Marketing application. Navigate to http://localhost/marketing_enu. . In the list applet. Click the Browse button and navigate to c:\labs. Enter the following and click the Login button: User ID Password MMAY MMAY 2. Click the List Import Formats link. i. In the List Import Mappings list.txt file. c. Scroll down to the bottom of the view. select the Exact Match Column flag for First Name. click the Select button. Select the AAAlist. b.) g. d. If necessary. and Account respectively. Return to the AAAList list. Click the List Import tab. q. a. j. click the List Import view tab. Select the newest list import format (the one you created in step j). Click Save as New. (Hint: Click the list name. a. Click the Launch Import button in the middle form applet. Last Name.) l. (A new list import format is created. (Hint: Use the browser’s Back button. m. h. Use the drop-down lists in the column heading to map the columns to Last Name. If necessary. b. p.) o. Create a new record called AAAList. 15–20 minutes Instructions: 1. Select Start > Programs > Internet Explorer. e. Click the Refresh button and monitor the List Import Status Message until it shows Successfully Imported. Import a test list of email contacts. In the File Name field. c.

Click the List Contacts and Prospects tab and verify that three prospects have been imported.r. .

h. Select a different contact for the new record. Query for the Roadshow Invite – EN campaign and drill down on it.> <Select the email treatment from the picklist. a. log in to the Marketing application. f.Lab 14 Entering Campaign Responses Goals Scenario Time To enter responses for launched campaigns In this exercise. . Use Ctrl + B to copy the record. g. you provide the response data for a campaign to demonstrate closedloop marketing. 20 minutes Instructions: 1. Repeat steps e through g until you have 10 response records. Click the Campaigns tab. Response Type Description Contact Last Name Offer Name Treatment Name Response Method Email Reply More info requested <Select a contact from the picklist. Enter the response data for a campaign. Use Ctrl + S to save the record.> Email e. c. Enter the following and click the Login button: User ID Password MMAY MMAY 2. Click the Track Results tab. b. Navigate to http://localhost/marketing_enu. a. Select Start > Programs > Internet Explorer. click New and enter the following. d. In the Responses list. c. If necessary. b.> <Select the first offer from the picklist.

2. 3. You can also use the Get ETL Status shortcut on the desktop to obtain information about the current status of the ETL run. double-click the Stop DAC Server shortcut on the desktop and wait for the DAC server to shut down (approximately. . continue with the next lesson. a.) Instructions: 1. 4. When the ETL is running. 6. 10 seconds). A DOS window appears with messages. Do not close this window. Close the DAC Server window. Double-click the Start ETL shortcut on the desktop. When the ETL run is complete. 5. The ETL run will take approximately 60 to 80 minutes to complete. depending on the hardware.Lab 15 Loading the Business Analysis Warehouse Goals Scenario Time To run an ETL execution plan to load Marketing Data into the Business Analysis Warehouse The Business Analysis Warehouse contains data for Marketing Analytics. Double-click the Start DAC Server shortcut on the desktop. Monitor the DAC server output window for any errors and notify your instructor if errors occur. 60–80 minutes (Note: Run this lab over lunch break if possible.

Enter the following and click the Login button: User ID Password MMAY MMAY 4. 20 minutes Instructions: 1. Verify that the information matches the number of responses that you entered in a previous lab. Note that this would be different in a real-life project. Navigate to http://localhost/marketing_enu. 3. Select Start > Programs > Internet Explorer. Double-click the Start Siebel Marketing (3 min) shortcut on the desktop. Log in to the Marketing application. A high ratio of nonresponders is due to the fact that in the previous lab. . 6. Click the Campaigns link. Wait for the command window to close. Wait for all processes to start up. c. select the Roadshow Invite – EN campaign and click Go. 2. you entered only a limited number of responses. 8. a. Click the Responses tab. Inspect the information on the dashboard that gives you insight on nonresponders and responders of the selected campaign. b. Double-click the Purge Oracle BI Server Cache shortcut on the desktop. a. 7. From the Campaign Name drop-down list. 5.Lab 16 Analyzing Campaign Responses Goals Scenario Time To use the Marketing Analytics dashboard to analyze the response data The Business Analysis Warehouse contains updated data for Marketing Analytics. Navigate to the Marketing Analytics screen tab. a.

.Lab 17 Building Personalized Email Templates Goals Scenario Time To build an email offer template by using personalization features Use various personalization features to create and then update an email template to target a variety of customers and collect responses from them. Siebel Click Through Daemon 2. Navigate to Site Map > Administration – Marketing > List Formats. b. 50 minutes Instructions: 1. Start the following Windows services: a.Contacts . If necessary. Navigate to http://localhost/marketing_enu.OLTP example. Enter the following and click the Login button: User ID Password MMAY MMAY 3. log in to the Marketing application. open the example Email Personalization format in Shared Email Server Formats > Marketing > Example List Formats > Email Personalization . Select Start > Programs > Internet Explorer. c. a. Siebel Bounce Handling Daemon c. Siebel Email Sending Daemon b. a. From the folders in the left selection panel. b. Add a new merge field to Email Personalization Format so that it can be used for personalization rules.

i. so that there is no table heading. Click the link for the first data set in the top of the screen. g. Click the link for the second data set. Add a column for Job Title from the Contacts (Transaction Database) folder. Click the Format icon (pointing index finger) of the Contacts (Transaction Database) Job Title column. k. You should see columns from Prospects (Transaction Database) and Campaign History (Transaction Database). . You should see columns from Contacts (Transaction Database) and Campaign History (Transaction Database). Notice that all the columns have their headings removed. Click the Combined Results link. d. Click OK to close the Column Properties dialog box. delete the value Contacts (Transaction Database) from the Table Heading field. j.c. Add a column for Job Title from the Prospects (Transaction Database) folder. h. f. e. except your new column. In the Column Properties dialog box.

b. b. click New and enter the following: Name Channel PCS Announcement per email Email e. Click the picklist icon in the Template Name field. In the upper form applet. c. e. select PCS Email Mktg Template and click OK. m. In the Offers list.html file. Click the Treatments tab. Associate the HTML file with a new treatment. a. Save the Email Personalization format as your own version. Click the Offers tab. f. h. Browse to c:\labs and select the Newsletter. Click the Treatment Templates link. i. a. 5. In the Pick Treatment Template picklist. Upload an HTML file for Email Personalization. 4. Click New in the middle list applet.l. d. d. enter Test Email Marketing Server in the Subject Text field. Drill down on the treatment and click the Edit Email tab. After the file is uploaded. click New and enter the following: Name Type PCS Announcement Up-Sell c. g. rename the new template PCS Email Mktg Template. Click the All Offers link. Click New File. . The template is automatically displayed in the Template Content Workspace. In the Treatments list. Repeat steps c through k for the Primary Account Name column.

ii. Personalize the email template to greet each contact. insert [Field: Last Name] and [Field: Job Title] and [Field: Primary Account Name] to complete the greeting. c. Click the Treatment Details tab. In the Personalization Data Format picklist. Select Education Portal and click Insert. 9.) in the Email editor window. a.com b. Click New and enter the following: Name Channel Education Portal http://education. Click the Edit Email tab to go back to the Template Content Workspace. Click the picklist icon for the Personalization Format field. Add a One-Click Unsubscribe link. and job title. Repeat set ii. Select Related URLs from the Personalization Categories drop-down list. c. iii. This campaign announces that Oracle University has new course offerings and tries to drive customers to the OU Web site for more information. 7. b. drill down on the folders to navigate to the email personalization format that you created in step 3m. b. 8. ii. a. Select Response: One Click Unsub. Notice that [Field: Job Title] appears because you added it your email list format. a. Associate your email personalization list format with the Email Announcement Treatment. . and click OK. Click Insert to add the link.oracle. i. Associate the OU Web site URL with the email offer. i. a. Select Response Forms from the Personalization Categories drop-down list. last name. ii. Position the cursor after the word “Dear” and remove the text that acts as a placeholder for the customer name. Click the Edit Email tab. Click the Advanced tab. Click the Related URLs link. iii. Select Merge Fields from the Personalization Categories drop-down list. Add the URL. iii. Highlight the text Education Portal (http: …. b. Begin the email with a greeting to the contact by first name. i.6. Select [Field: First Name] and click Insert to insert the field in the template. iv. Place your cursor at the bottom of the content and replace the placeholder for the opt-out link with the following text: Click here if you wish to be removed from our mailing list: d.

10. Add a Forward-to-a-Friend link. a. Select Response Forms from the Personalization Categories drop-down list. b. Select Response: Forward to Friend. c. Place your cursor at the bottom of the content and replace the placeholder for the FTF link with the following text: Forward this message to a friend: d. Click Insert to add the link. 11. Click Save Template to save the template. Note: On some occasions, a dialog box prompting you to enter the username, password, and domain to upload the images might appear several times. If this happens, use the “X” icon on the upper-right corner of the dialog boxes to close them. 12. Click the Verify and Preview button. Note: On some occasions, a dialog box prompting you to enter the username, password, and domain to upload the images might appear several times. If this happens, use the “X” icon on the upper-right corner of the dialog boxes to close them. 13. Enter values for First Name, Last Name, Job Title, and Primary Account Name in the Enter Example Merge fields picklist. 14. Click OK. 15. Verify that your example values have been merged into the template. 16. Place your cursor over the Education Portal link. Note that the URL displayed in the browser status bar points to the local Click Through Daemon (CTD), which means that clicks on that link can be tracked as responses. 17. Click the One Click Unsub link. 18. Verify that you receive the message: “You have been unsubscribed.” 19. Create a list of prospects to test your email marketing template. a. Navigate to Sitemap > List Management > Lists. b. Create a new record called AAA Email Test List. c. Click the Prospects link below the List Management screen tab. d. Create three new prospect records by entering the following data.
First Name Steve John Wrong Last Name Gates Doe Email Email user@localhost.com jdoe@localhost.com nomail@yahoo.com Job Title CIO IT Director Test Job Title Account Acme Corp. Acme Corp. Test Account

e. f. g. h. i. j. k.

Use Ctrl-click in the list applet to select the three records you just created. Click the Add to List button. Select AAA Email Test List. Click OK. Click the Lists link below the List Management screen tab. Drill down on AAA Email Test List. Verify that the three prospect records are associated with the list.

20. Create and load a test campaign. a. Navigate to the Campaigns screen. b. Create a new campaign named AAA Test Campaign. c. Add the PCS Announcement offer to the campaign. d. Add the PCS Announcement per email treatment to the campaign. e. On the Segments/List tab, click the Add List button. f. Add the AAA Email Test List that you created in the previous step. g. In the Allocation applet, select the check box to allocate the list members to the treatment. h. Click Load Campaign in the campaign form applet. i. Click OK. j. Click the Execute view and monitor the load process. k. When the load is complete, navigate to the “All Contacts/Prospects across Organizations” view and verify that three prospects have been loaded. 21. Launch the test campaign. a. Click the menu button in the campaign form applet. b. Select Launch Campaign. c. Click OK. d. Click the Execute view and monitor the Campaign Launch and Wave Launch processes. 22. Verify the delivery of emails. a. Open Outlook Express. (Hint: Select Start > Run and enter msimn.exe if there is no shortcut available.) b. If necessary, click Send/Receive. c. Verify that a new email has arrived for Steve Gates. d. Open the email and verify that the content displays Steve’s name. e. Select View > Display as HTML to view the HTML version of the email message. f. Click the Education Portal link. Note: If your PC does not have an Internet connection, you will receive an error message. g. Close the browser window. h. Click the One Click Unsubscribe link. i. Observe the message and close the browser window. j. Click the Forward to a Friend link and enter your personal information in the form. k. Submit the form.

l. In the Siebel Marketing application, navigate to the AAA Test Campaign and click the Track Results tab. m. Verify that response records are present, indicating that Steve Gates requested to unsubscribe from the mailing list, as well as clicked the URL and forwarded to a friend. (Hint: You may have to refresh the list.) n. Navigate to the “All Contacts/Prospects across Organizations” view and check the status of the prospects. Verify that Status, Email Bounce Type, and Email Bounce Reason Code indicate success or failure of the mailing. o. Verify that a new prospect has been added to the list.

3. Enter the following and click the Login button: User ID Password MMAY MMAY 2. a. b. Drill down on the event plan name. Click New in the Events list and create the following event. Select Start > Programs > Internet Explorer. If necessary. log in to the Marketing application. 35 minutes Instructions: 1. Navigate to http://localhost/marketing_enu. Navigate to the Events screen. c. Click New in the My Event Plans list and enter the following: Event Plan Name Type Region Planned Start Planned End Organization PCS Laptop Roadshow Deal Roadshow USA 1st of December of the current year 31st of January of next year Default Organization (add to the list) 4. and create an invitation offer to direct customers and prospects to the eEvents Web site You want to verify the Siebel event management functionality. Click the Schedule view tab. Event Name Type Start Date NY Event Deal Roadshow 1st of December of the current year 10:00 .Lab 18 Managing Events Goals Scenario Time To create Event Plans and manage events. 5. 6.

) 7. d. c. Create an offer and an email treatment to invite potential customers to the NY Event. i. b. Scroll in the timeline area to verify the sessions. . 9. Repeat step 6 to create another event. f. a. b. e. In the Product field.AM End Date Venue Status Display on Website 1st of December of the current year 16:00 PM Marriott Marquis – NYC Launched Selected (Hint: Use the Details tab to enter this. Create a new offer named PCS Laptop Roadshow Offer and set the type to Acquisition. Navigate to the Offers screen. Event Name Type Start Date End Date Venue Status Display on Website BOS Event Deal Roadshow 2nd December of the current year 10:00 AM 2nd December of the current year 16:00 PM Ritz-Carlton – Boston Launched Selected (Hint: Use the Details tab to enter this. Click the Schedule tab. In the date field. Click the Treatment Templates link. Reception from 10:00 to 11:00 AM b.html file. d. Click the New File button and select the C:\labs\Invitation. Click the Session Time Line link. c. click the Select button. 11. create a new Email treatment named PCS Laptop Roadshow Invitation Email. In the Treatments list. Seminar Part 1 from 11:00 AM to 12:30 PM c. Drill down on the treatment and click the Advanced tab. Click New in the Sessions list and create the following sessions. a. Select the NY Event. Change the name to PCS Invitation Template. Click the All Offers link. Lunch from 12:30 PM to 14:00 PM d. g.) 8. h. Verify your work by drilling down on the NY Event. a. Seminar Part 2 from 14:00 PM to 16:00 PM 10. enter the first of December of the current year and click Go.

c. A new browser window opens and displays a preview of the email message. Start the following Windows services: a. b. Siebel Click Through Daemon 13. l. n. click the Select button in the Personalization Format field. i. close this and the next dialog boxes using the X button.Contacts OLTP example as the new Personalization Format. d. Click the Verify and Preview button.j. m. select the PCS Technologies Price List (HT ENU) price list. 12. Click the Save Template button to save your work. Click New and associate the PCS Invitation Template with the treatment. replace the placeholder text with fields as follows: Customer Name Event 1 Event 2 Product 1 Product 2 Opt-out link FTF link Merge Fields > [Field: First Name] Events > [Events: NY Event] Events > [Events: BOS Event] Product Catalog Items > <first product in list> Product Catalog Items > <second product in list> Response Forms > [Response: One Click Unsub] Response Forms > [Response: Forward to Friend] p. If a pop-up dialog box opens for upload information. Select all result records. ii. Note: This may take a while when done for the first time. In the Layout designer. Note: If a pop-up dialog box opens for upload information. Click the Edit Email tab. Enter your first name in the First Name field. k. Navigate to the /shared folder. Click OK. iii. In the upper form applet. Click Add to add the products to the treatment. Click the Related Events link and associate the NY Event and the BOS Event that you created earlier. o. ii. i. In the Price List field. Siebel Bounce Handling Daemon c. Note: The layout is displayed below after you complete the association. Select the /shared/Marketing/Example List Formats/Email Personalization . Siebel Email Sending Daemon b. Verify your work: a. close this and the next dialog boxes using the X button. . Query for PCS*Laptop in the Available list.

Place your cursor over the event and product links to verify that they point to the eEvents or eMarketing customer Web applications respectively.e. .

c. a. b. Navigate to http://localhost/marketing_enu. 3. Create a new marketing plan. log in to the Marketing application. a. i. Revise the Revenue goal’s Target Amount to $75. c. you build a marketing plan and explore budget requests and expenses. Name the plan 2008 NAMER Plan. Click the Goals tab. click the Apply Goal Template button.000. In the Marketing Plan form.00. i. If necessary. d. In the Goals list. Contribution Margin .Lab 19 Marketing Planning and Budgeting Goals Scenario Time To set goals and forecast and record expenses for a marketing plan In this exercise. e. b. Select Start > Programs > Internet Explorer. b. click New. 35 minutes Instructions: 1. Contribution Margin. Enter the following: Metric Avg. Apply a goal template. c. a. Click New. Add a goal for Avg. Click the Marketing Plans tab. Drill down on 2008 NAMER Plan.000. select the following: Type Region Regional USA ii. Set goals for 2008 NAMER Plan. In the Marketing Plans list view. ii. Enter the following and click the Login button: User ID Password MMAY MMAY 2.

000.Number Format Target Amount Currency $2.500. submit. On the Tactics tab of the Budget Request view. how have the goals that you have set for the plan affected the summary? __________________________________________________________________ 5.00 d. c. and approve a budget request for the program that you have added to the marketing plan. In the My Approval Inbox. select Submitted. Click New.00 4. e. f. a. drill down on 2008 Product Launch Budget. b. Click the Plan Tactics tab. Create a new program in the 2008 NAMER Plan. i. In the Budget Requests list view. click New. Enter the following: Name Planning Period Type Region Total Requested 2008 Product Launch Budget 2008 Roadshow USA $7.475. click the Add button. i. Add a program named PCS Product Launch NAMER. Submit the budget request. ii. b. Click the Home tab to navigate to the Home page. a. In the Pick Employee dialog box. Create. ii. In the top form applet’s Approval Status drop-down list. . g. Click the Budget Requests link. In the Pick Tactic picklist. In the Budget Requests list. In the Financial Summary. Enter the following: Name Type Sub-type Planning Period PCS Product Launch NAMER Program Acquisition 2008 6. select the PCS Product Launch 2008 program and click OK. h. drill down on the 2008 Product Launch Budget request. Click the Plan Details tab. enter MMAY in the To Employee field and click Send. i.

00 $12. Add the budgeting columns to the display. a. Click New and enter the following: Expense Description Campaign Name Purpose Unit Forecast Unit Cost Actual Unit Cost Ad Buy in Business Week Full-page ad in Business Week Spring Advertising Campaign Advertising Fixed $10. 7. b. Add a campaign to the PCS Product Launch 2008 program. enter MMAY in the To Employee field and click Send. Name the new campaign Spring Advertising Campaign. has the financial summary been impacted by the addition of program expenses? __________________________________________________________________ 11. f. e. Select and drag a campaign from the palette into the window. In the Financial Summary. d. Select the new campaign in the picklist and click OK. a. iii.00 d. In the Financial Summary. b. Navigate to the Plan Details tab of the Marketing Plans view for your plan. has the approval of a budget request for a plan tactic impacted the summary? __________________________________________________________________ 8.000. c. On the Approvals tab. Drill down on the 2008 USA Plan and click the Plan Tactics tab. click New. Approve the budget request. In the Pick Campaign picklist.000. 9. In the Pick Employee dialog box. Click the Marketing Plans tab. Navigate to the Plan Details tab of the Marketing Plans view for your plan. Click the Programs tab and drill down on the PCS Product Launch 2008 program. a. b. select Approved. Click the Plan tab. Note: The Variance field records the difference between actual and forecast expense.000. In the top form applet’s Approval Status drop-down list. Click the Design tab. verify that the budget request is approved. Set the Approved Budget field to $7. 10.j. iv. ii.00. Click the Expenses link. . i.500. Add a stand-alone advertising campaign to the 2008 USA Plan and associate expenses with it. Enter expenses for the PCS Product Launch 2008 program. c. c.

Navigate to the Plan Details tab of the Marketing Plans view for your plan. select the following columns in the Available Columns list (hold down the Ctrl key and select): • Requested Budget • Assigned Budget • Forecast Total Expense • Forecast Net Expense iii.000 $22. In the Columns Displayed dialog box.i. Click New and enter the following: Expense Description Purpose Unit Forecast Unit Cost Actual Unit Cost Ad Buy in Time Full-page ad in Time Advertising Fixed $25.000.000.00 e. g. f. Click the Plan tab. From the Applet menu. d. select Columns Displayed.00 $25. ii. has the financial summary been impacted by the addition of stand-alone campaign expenses? _________________________________________________________________ . In the Financial Summary. Note that the Requested Budget and Assigned Budget are reflected in the Financial Summary for the campaign. Click New and enter the following: Tactic Name Type Sub-Type Planning Period Requested Budget Assigned Budget Standalone Ad Campaign Standalone Campaign Awareness 2008 $25. Move the columns to the Selected Columns list and click Save. Drill down on Standalone Ad Campaign.000 12. h. Click the Expenses link.

the forecast and actual expenses for the Marketing plan reflect the cumulative expenses of the plan’s tactic expenses. In the Financial Summary. The expenses have gone from being $2. has the financial summary been impacted by the addition of standalone campaign expenses? Yes. In the Financial Summary. has the approval of a budget request for a plan tactic impacted the summary? No. Click the Plan Details tab. In the Financial Summary. how have the goals that you have set for the plan affected the summary? They are not reflected in the summary. has the financial summary been impacted by the addition of program expenses? Yes. 10. . Navigate to the Plan Details tab of the Marketing Plans view for your plan. 7.000 over forecast to $500 less than forecast for the plan. Navigate to the Plan Details tab of the Marketing Plans view for your plan. Navigate to the Plan Details tab of the Marketing Plans view for your plan. the forecast and actual expenses reflect the cost of the advertising. it has not.Solution 19 Marketing Planning and Budgeting Answers: 4. 12. In the Financial Summary.

) f. ii. Close the Campaign Execution folder. i. Expand the Marketing Sources folder. Expand the Campaign Execution folder and select the # Individual Contacted column. Close the Campaign Launch folder. the contents of the Campaigns Subject area are displayed. h. Expand the Facts folder. Expand the Campaign folder. log in to the Presentation Services application. d. Expand the Leads folder and select the # of Contacts with Leads column. click the Answers link. Notice that the Criteria tab on the top is selected by default. you run a campaign analysis report and examine the responders. select Campaign Name. Build a filter to select campaigns in the USA Marketing Region. a. c. In the left selection panel. i. If necessary. Select the Campaigns subject area.Lab 20 Campaign Performance Report Goals Scenario Time To create reports that show the performance and progress of a campaign and its respondents and to link them interactively In this exercise. Close the Responses folder. and in the columns related to campaign attributes. Expand the Orders folder and select the # of Contacts with Orders column. k. g. b. Build a campaign analysis report. Click the . Select Start > Programs > Internet Explorer. j. icon in the Marketing Region column. (Hint: Scroll down to the bottom of the panel. c. Close the Leads folder. e. Expand the Campaign Launch folder and select the # of Individuals Targeted column. b. Enter the following and click the Login button: User ID Password SADMIN SADMIN 2. Navigate to http://localhost:9704/analytics. Expand the Responses folder and select the # Responders (Contacts) column. a. 40 minutes Instructions: 1. In the upper-right area of the screen. Expand the Marketing Region folder and select the Marketing Region Name column.

i. Click the Criteria tab and remove all columns from the report except Campaign Name. Click the icon. set the Interaction property to navigate to your other report. Click the icon in the Marketing Region column to remove it from the report. f. In the Create/Edit Filter dialog box. f. b. Note: Be sure not to overwrite the USA Campaign Performance report. a.” e. . Click the b. select Navigate from the drop-down list. c. g. Open the USA Campaign Performance report and set its interaction properties to navigate to the Campaign Respondents report. Observe the tabular report that shows the results at the various stages of the Campaign. Click the button and save the report in the My Folder folder. 5. d. c. d. Remove the filter for Marketing Region Name equal to / is in “USA. Run the report. Build a campaign respondents report. Click the filter icon on the Campaign Name and set the filter to is prompted. In the Column Properties dialog box. Click the Redraw button at the bottom of the chart. Name the report Campaign Respondents. g. Name the report USA Campaign Performance. button. In the Interaction section (Value Interaction). Expand the Contact or Prospect folder and its Contact Profile subfolder and select the Full Name column. enter the following and click OK: Operator Value Is equal to / is in USA iv. 4. Click the icon and save this report under the My Folders directory. a. In the Open dialog box. b.iii. a. Click the Column Format tab. Click the Results tab. 3. notice the list of columns in the report and some empty check boxes. Expand the Facts folder and its Responses subfolder and select the # Responders (Contacts) column. Click the OK button on the top right. Click the Results tab. c. d. On the left side. Click the Properties icon on the Campaign Name column. Click the second box from the right for the following columns: • # of Individuals Contacted • • # of Responders (Contacts) # of Contacts with Leads • # of Contacts with Orders. e. ii. select the USA Campaign Performance report and click OK.

Click the Results tab. e. . Click the Add Navigation Target button. Note: The detail report might show no data. Click OK.iii. Drill down on a campaign to open the respondent’s report in a new browser window. v. This is related to the course setup and not an error. Click the Browse button and select the Campaign Respondents report. f. iv.

b. c. 3. d. a. Run the report. Observe the tabular report showing the budget assigned and the actual marketing cost.Lab 21 Marketing Planning Report Goals Scenario Time To create marketing planning reports and explore the region hierarchy In this exercise. Click the icon to navigate to the Chart view. Enter the following and click the Login button: User ID Password SADMIN SADMIN 2. c. e. you create a marketing planning report. Navigate to http://localhost:9704/analytics. a. Click the Redraw button at the bottom of the chart. Save the report as Marketing Plan Revenue Achievement under the My Folders directory. Select the second box from the right for the Revenue column. . and select the Marketing Plan Name column. b. b. This is related to the course setup and not an error. Expand the Goal Achievement subfolder and select the Revenue column. e. a. Click the OK button on the top right. Navigate to Answers. c. d. Select the Marketing Planning Subject Area. Select Start > Programs > Internet Explorer. If necessary. Click the tabular report icon or the Results tab. 15 minutes Instructions: 1. and select the Revenue (Predicted) column. Create the marketing planning report to detail how much of the predicted goals are achieved. Expand the Facts folder and then its Predicted Goals subfolder. log in to the Presentation Services application. Note: The report might not show data for all columns. Expand the Marketing Sources folder and then its Marketing Plan subfolder.

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