PreviousNext JavaScript must be enabled to correctly display this content
  • Title and Copyright Information
  • Preface
  • 1 What’s New in This Release
    • What’s New in Siebel Marketing Installation and Administration Guide, Siebel CRM 25.11 Update
    • What’s New in Siebel Marketing Installation and Administration Guide, Siebel CRM 24.9 Update
    • What's New in Siebel Marketing Installation and Administration Guide, Siebel CRM 22.4 Update
    • What’s New in Siebel Marketing Installation and Administration Guide, Siebel CRM 21.10 Update
    • What’s New in Siebel Marketing Installation and Administration Guide, Siebel CRM 21.5 Update
  • 2 Installing and Administering Siebel Marketing
    • Installing and Administering Siebel Marketing
    • Installing Siebel Marketing
    • Installing Marketing Contact List Import Using PL/SQL
      • Preinstallation Tasks
      • Setting System Preferences to Enable Contact List Import Using PL/SQL
      • Activating the Mktg Master DB Import Process Workflow
      • Editing the CallPLSQL Business Service
      • Creating the Database Directory and Uploading the File to the Database Server
      • Creating the PL/SQL Package on the Database Server Manually
      • Importing a Contact List Using PL/SQL
        • Enabling the New List Import Functionality
    • Enabling and Synchronizing Marketing Server Components
      • Enabling Component Groups for Siebel Marketing
      • Synchronizing Component Groups
      • Stopping and Restarting Siebel Server
    • Activating and Configuring Marketing Workflow Processes
      • Activating Workflow Processes
      • Configuring the Marketing Campaign Load Workflow Process
    • Activating and Registering Tasks for Marketing Activities
    • Updating Marketing Connection Settings
      • Connecting Siebel Server to Business Intelligence Presentation Server
      • Confirming Host and Symbolic URL for the Marketing Module
      • Creating Permissions
      • Setting Up the Marketing File System
        • Enable File Sharing in Mixed Environments
      • Setting Universal Time Option
    • Enabling Automatic Responses for Opportunities and Orders
    • About the Marketing Approval Process
    • Configuring the Marketing Approval Values
      • Adding a New Approval Value and Mapping the LOVs
      • Identifying a New Approval Last Point Value
      • Disabling the Approval Dialog Box
    • Load Balancing and Global Deployment of Siebel Marketing
      • Isolating Marketing Workflow Processes
    • About Marketing Responsibilities and Access Groups
      • About Marketing Responsibilities
      • Modifying Privileges for Marketing Access Groups
      • Creating a New Marketing Access Group
      • Assigning Marketing Users to Access Groups
    • Creating Marketing Seed Data
      • Creating Marketing Regions
      • Creating Marketing Activity Templates
      • Creating and Using Marketing Activity Plans
    • Configuring Social Sharing Communities for Email Treatments
    • Guidelines for Testing the Marketing Module in an Integrated Environment
      • Testing the Symbolic URL
      • Testing the Web Services Integration
      • Testing Navigation Links to the Segment Designer Page
      • Testing the Campaign Load
    • Monitoring Marketing System Tasks
  • 3 Creating Source Code and Vendor Profiles
    • Creating Source Code and Vendor Profiles
    • About Source Codes
    • Creating Source Code Formats
      • Creating Source Code Formats
      • Defining Source Code Format Components
    • Setting Up Vendor Profiles
      • Vendor Tasks
      • Defining Vendors
      • Defining Distribution Profiles for Vendors
  • 4 Designing Marketing Campaign Load Formats
    • Designing Marketing Campaign Load Formats
    • Creating and Testing Campaign Load Formats
      • Creating Campaign Load Formats
        • Creating a Campaign Load Format and Adding Columns
        • Enabling System Data Expressions for Required Columns
        • Assigning Integration IDs
        • Requalifying List Results Against Original Criteria
        • Setting Options, Headers, and Footers for Campaign Load Formats
        • About Siebel Contact and Campaign History Tables
        • Example of Configuring Campaign Load Format for Control Groups, Allocation Limits, and Stage Funneling
      • Example of Creating a Response Load Format
      • Example of Creating a Lead Load Format
      • Testing Campaign Load Formats
    • About Marketing Integration Objects
      • About the Marketing Contact Integration Object
        • Mapping Rules for the Marketing Contact Integration Components
        • Sample Mappings for Contact Key Components
      • About the Marketing Prospect Integration Object
        • Mapping Rules for the Marketing Prospect Integration Components
      • About the Marketing Person Integration Object
        • Mapping Rules for the Marketing Person Integration Components
      • About the Marketing Lead Integration Object
      • About the Marketing Response Integration Object
      • Examples of Recommended Campaign Load Mappings
  • 5 Installing and Configuring Siebel Email Marketing
    • Installing and Configuring Siebel Email Marketing
    • About Siebel Email Marketing
      • Example of Email Delivery
      • About Bounce Codes
      • Frequently Used Terms for Email Marketing
    • About Installing and Configuring Siebel Email Marketing
      • Email Sending Daemon
      • Bounce Handler Daemon
      • Click Through Daemon
    • Architecture of Siebel Email Marketing
      • Email Sending Daemon Integration and Workflow
    • Requirements for Installing Email Marketing
      • Configuring Basic and Advanced Email Personalization
        • Configuring Basic Email Personalization Mode
        • Configuring Advanced Email Personalization Mode
      • Removing an Existing Version of the Email Marketing Daemons
        • Removing Existing Email Marketing Daemons on a Windows Server
        • Removing Existing Email Marketing Daemons on a UNIX Server
      • Installing the Java Runtime Environment
      • Verifying That the Object Manager Is Enabled and Running
    • Installing the Email Marketing Server
      • Installing the Email Sending Daemon
      • Installing the Bounce Handler Daemon
      • Installing the Click Through Daemon
    • Roadmap for Configuring Email Marketing Daemons
      • Before You Begin
      • Identifying the Web Service Endpoint URL
    • Process of Configuring the Email Sending Daemon
      • Identifying the Outbound Mail Transfer Agents for the Email Sending Daemon
      • Configuring the Email Sending Daemon to Access the Marketing File System
        • Configuring the Email Sending Daemon to Access the Marketing File System on a Windows Server
        • Configuring the Email Sending Daemon to Access the Marketing File System on UNIX
      • Configuring the SOAP Communications Port
      • Configuring Web Services Properties for the Email Sending Daemon
      • Verifying the Email Sending Daemon Installation
        • Starting the Email Sending Daemon on a Windows Server
        • Starting the Email Sending Daemon on a UNIX Server
        • Verifying the Email Sending Daemon Installation
      • Configuring the Marketing Application to Connect to the Email Sending Daemon
      • Configuring the Email Address Headers for the Email Marketing Server
    • Process of Configuring the Bounce Handler Daemon
      • Verifying the Bounce Handler Daemon Installation
        • Starting the Bounce Handler Daemon on a Windows Server
        • Starting the Bounce Handler Daemon on a UNIX Server
        • Verifying the Bounce Handler Daemon Installation
      • Configuring the Bounce Address of the SMTP Envelope
      • Configuring Web Services Properties for the Bounce Handler Daemon
      • About Creating Classification Rules for Bounce Messages
      • Configuring How the Bounce Handler Daemon Classifies Bounce Messages
    • Process of Configuring the Click Through Daemon
      • Configuring the Click Through Daemon HTTP Server Port
      • Verifying the Click Through Daemon Installation
        • Starting the Click Through Daemon on a Windows Server
        • Starting the Click Through Daemon on a UNIX Server
        • Verifying the Click Through Daemon Installation
      • Configuring the Click Through Daemon, Web Marketing, and Events Base URLs
      • Configuring Web Services Properties for the Click Through Daemon
    • Encrypting Trackable URLs and Response Forms for Email Marketing
    • Configuring Email Marketing Components for HTTPS Communications
      • Configuring the Email Marketing Server to Use HTTPS on UNIX
      • Configuring the Email Marketing Server to Use HTTPS on Microsoft Windows
    • (Optional) Enabling TLS for Communications Between the Email Sending Daemon and the SMTP Server
    • (Optional) Verifying Email Marketing Component Configuration
    • Process of Testing the Email Marketing Components with Siebel Marketing
      • Creating the Test Email Template
      • Sending the Test Email Template to Test Contacts
      • Confirming That Tests Function as Expected
    • Administering Email Marketing
      • Monitoring Email Sending Daemon Jobs Using the Jobs Console
      • Prioritizing Email Sending Daemon Jobs
      • Limiting Maximum Throughput Rate for the Email Sending Daemon
      • Disabling SMTP Command Pipelining
      • About Email Marketing Log Files
        • Email Marketing Log Files
        • Files to Review When Troubleshooting Campaign Wave Processing
      • Configuring Email Marketing Server Logging
      • Setting Up Administrator Alerts for Email Marketing
      • Setting Up Automatic Failover for the Email Sending Daemon
    • Configuring the Status of Email Addresses
    • Implementing Spam Scoring of Email Templates Using SpamAssassin
    • Authentication Mechanism of Email Marketing Server
  • 6 Setting Up Web Marketing
    • Setting Up Web Marketing
    • About Siebel Web Marketing
    • About Web Marketing Web Site Visitors
      • How Visitors Access the Web Marketing Home Page
    • Setting Up Siebel Web Marketing
      • Installing Web Marketing
      • Installing the Web Survey Daemon
        • Installing the Web Survey Daemon on Windows
        • Installing the Web Survey Daemon on UNIX
      • Configuring the Web Survey Daemon
        • Configuring the Web Survey Daemon
        • Configuring the Web Survey Outbound Web Service
      • Controlling User Access to the Web Marketing Web Site
      • Setting Up Default Responsibilities and Users for Web Marketing
      • Setting Up a Default Campaign and Default Offer
      • Using Siebel Personalization with Web Marketing
      • Customizing the Web Marketing User Interface
        • Modifying Web Templates
        • Implementing Web Marketing without Frames
        • Full-Text Search
        • Response Management
        • Preconfigured Values for the COMM_RESPONSE_TYPE LOV
        • Overriding Delete Protection for Phone and Web Offers
  • 7 Siebel CRM Integration with Oracle Unity
    • Siebel CRM Integration with Oracle Unity
    • Overview of Integration
    • Data Loading Process
    • Initial Setup and Configuration
    • Driver Parameters for the Siebel - Unity Data Export Engine
    • Defining Search Categories and Adding Categories to the Engine
    • About the CSV File Format
    • Troubleshooting the Siebel CRM Integration with Oracle Unity
  • 8 Advanced Marketing Information for Administrators
    • Advanced Marketing Information for Administrators
    • Upgrading Campaigns from Earlier Versions
    • Field Names for Marketing Integration Components
    • Extending Column Data to Promote Prospects to Contacts
  • 9 Assigning Character Sets for the Email Marketing Server
    • Assigning Character Sets for the Email Marketing Server
    • Working with Character Sets for Email Marketing Servers
  • 10 Logical Entity Relationships
    • Logical Entity Relationships
    • Logical Entity Relationships for Marketing Objects
  • 11 Email Marketing Configuration Properties
    • Email Marketing Configuration Properties
    • New and Changed Properties in the esd.properties Configuration File
    • New and Changed Properties in the ctd.properties Configuration File
    • New and Changed Properties in the bhd.properties Configuration File