Integrating Marketing Operations and Campaign

The workflow for integrating IBM ® Marketing Operations and Campaign consists of the following steps.

You must complete these steps before users can create campaign projects or campaign project requests.

Install both Marketing Operations and Campaign. For details, see the IBM ® Marketing Operations Installation Guide and the IBM ® Campaign Installation Guide.

Adjust the configuration settings to support an integrated deployment. See Configuration settings for integrated deployment.

Design the attributes, forms, and campaign project templates that you need.

If offer integration is enabled on your system, you also design offer templates using offer attributes. See Managing offers and offer templates in an integrated system.

Create the shared attributes.

Create the forms and local attributes, including the form that contains the Target Cell Spreadsheet.

Create a metrics map file that associates Campaign contact and response counts with Marketing Operations metrics.

Create the campaign project and offer templates.

Configuration settings for integrated deployment

Designing your campaign project templates, forms, and attributes

To create and enable a shared attribute

To create a TCS

Mapping IBM Campaign contact and response counts to Marketing Operations metrics

Campaign project templates

Installing the Marketing Operations and Campaign Integration reports package