Overview of the data transfer between IBM® Operações de Marketing and IBM® Campaign
There are three main areas of data transfer: campaign data, cell data (in the TCS), and offer data. The transfer of data between the products is primarily one way, from Operações de Marketing to Campaign .
When Operações de Marketing-Campaign integration is enabled, the name and code of the campaign project (in Operações de Marketing) are the same as the name and code of the campaign (in Campaign ). The campaign project in Operações de Marketing is automatically linked to the corresponding campaign in Campaign . Users can move from project to campaign and back again by clicking a single button.
Integration eliminates the need for duplicate data entry. Operações de Marketing provides a single view of all data and a single location to enter and edit data. You can view and edit shared data only in Operações de Marketing. Operações de Marketing users control when data that is required for campaign execution is published (pushed to Campaign ).
The ongoing transfer of data must be initiated from Operações de Marketing through publishing. Campaign can respond to requests for data (for example, retrieval of cell status information or campaign metrics) and can receive data from Operações de Marketing (for example, campaign or TCS data), but cannot send data to Operações de Marketing if the data has not been requested.
A description of the three main areas of data transfer follows.
Campaign data transfer
In Operações de Marketing, you can define any number of custom campaign attributes and place them on a campaign project template, along with standard campaign attributes. You can enter data for these attributes in Operações de Marketing and manually publish the data to Campaign , where these campaign attributes are available as generated fields within the flowchart and for reporting and analytics. The Operações de Marketing user controls when a campaign is created in Campaign and when campaign attribute data is published to Campaign . Campaign always uses the last set of published campaign attributes.
Cell data transfer
The second major area of ongoing data transfer is the Target Cell Spreadsheet. The TCS manages cell-level information for target and control cells, including cell names, cell codes, assigned offers, control cell linkages, and custom cell attributes. The transfer of cell definitions from Operações de Marketing to Campaign and the transfer of cell status back to Operações de Marketing can be iterative. Companies often require several cycles before cell definitions and counts are finalized, rows of the TCS are individually approved, and the campaign is ready to be run.
Offer data transfer
For systems that enable offer integration, the third major area of ongoing data transfer is offer data. Offers are created in Operações de Marketing. When a new offer is created in Operações de Marketing, the offer state is Draft. Changing the state of an offer to Published pushes the offer instance to Campaign . The first publish creates the offer in Campaign ; subsequent publishing updates the offer instance in Campaign .
Similarly, changing the state of an offer template to Published pushes both the offer template and any offer attributes that you defined in Operações de Marketing to Campaign .
When you initially enable offer integration, you can import any pre-existing offer metadata and data into Operações de Marketing from Campaign . See Importing offers from Campaign.