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IBM® Campaign overview
IBM® Campaign concepts
Getting started with IBM® Campaign
Your username and password
Your role and permissions
Security levels in Campaign
Logging in to IBM® EMM
To set your start page
IBM® Campaign documentation roadmap
IBM® Campaign integration with other IBM® products
Overview of eMessage offer integration with IBM® Campaign
How modeling and scoring work in the IBM® SPSS® Modeler Advantage Marketing Edition and IBM® Campaign integrated environment
Integration with IBM® Marketing Operations
About legacy campaigns
Offer management in integrated Marketing Operations-Campaign systems
Introduction to using IBM® Digital Analytics data in marketing campaigns
Campaign management
Before you begin creating campaigns
Example: Multi-channel retention campaign
Accessing campaigns
Creating campaigns
Editing campaigns
Organizing campaigns in folders
Printing campaigns
Deleting campaigns
How to use control groups to measure campaign results
Association of control cells to target cells
Navigating from a linked legacy campaign to a Marketing Operations project
Flowchart management
Flowchart workspace overview
Adjusting flowchart appearance
Process overview
Creating flowcharts
Flowchart design considerations
Test runs for flowcharts
Testing a flowchart
Testing a flowchart branch
Flowchart validation
Validating flowcharts
Running flowcharts
Running a flowchart
Running a flowchart branch
Pausing a flowchart run
Stopping a flowchart run
Continuing a stopped flowchart run
Continuing a paused flowchart run
Troubleshooting runtime errors
Copying flowcharts
Editing flowcharts
Opening a flowchart for editing
Editing a flowchart's properties
Viewing flowcharts in Read-Only mode
Viewing two flowcharts side-by-side
Reviewing flowcharts
Deleting flowcharts
Printing flowcharts
Analyzing the quality of your flowchart selections
Displaying information about all cells in a flowchart (Cell List report)
Profiling one characteristic of a cell (Cell Variable Profile report)
Profiling two characteristics of a cell simultaneously (Cell Variable Crosstab report)
Displaying the contents of cells (Cell Content report)
Analyzing cell waterfall in downstream processes (Cell Waterfall report)
Cell Waterfall report example
Printing or exporting flowchart cell reports
Process configuration
Types of processes
Data manipulation processes
Run processes
Optimization processes
List of Campaign processes
Data sources for processes
Manipulating process boxes in flowcharts
Adding processes to flowcharts
Determining the status of a process
Connecting processes in flowcharts
Example: process connections
Deleting a connection between two processes
Copying processes within a flowchart
Copying processes between flowcharts
Moving processes in flowcharts
Deleting processes from flowcharts
Running or testing a process
The Select process
Selecting a list of contacts
Targeting Digital Analytics segments in campaigns
The Merge process
Merging and suppressing contacts
The Segment process
Segmenting considerations
Segmenting data by field
Segment process: Segment tab
Segment process: Extract tab
Segment process: General tab
Segment process: New Segment and Edit Segment controls
Segmenting data with queries
The Sample process
Dividing contacts into sample groups
About the sample size calculator
Determining the appropriate sample size
The Audience process
Audience levels
Householding
When to switch audience levels
Example: Audience process
Example: Filtering records
Switching and filtering audience levels
Options that are available when using the same input and output audience levels
Selecting one <Input/Output Audience> entry per <Different Audience>
Selecting some <Audience> records per <Different Audience>
Selecting entries for each entry at that audience level
Options that are available when using different input and output audience levels
Selecting all <Output Audience Level> entries
Selecting some <Different Output Audience Level> entries
Selecting one <Output Audience> per <Different Input Audience>
The Extract process
Example: Extracting transaction data
Prerequisites for extracting data from eMessage landing pages
Extracting subsets of data for further processing and manipulation
Extracting data from a cell, table, or strategic segment
Extracting data from an eMessage landing page
Extract tab reference
The Snapshot process
Taking a snapshot of data
The Schedule process
Difference between the IBM® Campaign Schedule process and IBM® EMM Scheduler
Inbound and outbound triggers
Example: Run on Trigger
Scheduling processes in a running flowchart
The Cube process
Creating a multi-dimensional cube of attributes
The Create Seg process
Creating segments for global use in multiple campaigns
Associating strategic segments with campaigns
The Mail List process
Configuring contact processes (Mail List or Call List)
The Call List process
The Track process
Tracking contact history
The Response process
Updating response history
Profiling fields to preview values from your user data
Refreshing profile counts
Restricting input for profiling
Disallowing profiling
Changing the maximum number of profile segments
Profiling field values by meta type
Inserting a profile category into a query
Printing profile data
Exporting profile data
Skipping duplicate IDs in process output
Using queries to select data
Creating queries with Point & Click
Creating queries with Text Builder
Creating queries with Formula Helper
Creating raw SQL queries
Guidelines for SQL queries
Specifying pre- or post-processing SQL statements
Using the TempTable and OutputTempTable tokens in raw SQL queries
Example: Using the TempTable and OutputTempTable tokens
Referencing Extract tables in raw SQL queries
How queries are evaluated in Campaign processes
Offer management
Offer attributes
Offer versions
Offer templates
Treatments
Creating offers
Editing offers
Digital assets from other IBM® EMM products
Viewing and editing eMessage assets that are linked to a Campaign offer
Introduction to using Marketing Operations assets in Campaign offers
Using Marketing Operations assets in Campaign offers
Assigning offers to cells in a flowchart
Associating relevant offers with campaigns
Relevant products for offers
Assigning relevant products to an offer
Changing the list of relevant products for an offer
Duplicating offers
Duplicating an offer from the Offers page
Duplicating an offer from the offer's Summary page
Grouping offers
Using attributes
Grouping offers in folders
Moving offers or offer lists
Retiring offers or offer lists
Deleting offers or offer lists
Deleting an offer or offer list
Searching for offers
Searching for offers with Advanced Search
Analyzing offers
Offer lists
Smart offer lists
Static offer lists
Security and offer lists
Creating static offer lists
Creating smart offer lists
Editing offer lists
How to retire offer lists
Offer list assignment to cells
Target cell management
Generating cells in a flowchart
Limiting the size of output cells
Processes taking input from an output cell
Limiting the output cell size based on the input cell size
Processes taking input from a table
Applying test run output cell size limitations
Changing the random seed for record selection
Cell names and codes
Examples: cell renaming scenarios
Changing the cell name
To change the name of a cell in a flowchart process
Resetting the cell name
To reset the cell name
Changing the cell code
To change the code for a cell in a flowchart process
About copying and pasting cell names and codes
To copy and paste all cells in the grid
To paste cell names and codes from an external spreadsheet
Target cell spreadsheets
Managing target cell spreadsheets
Editing a target cell spreadsheet
Specifying control cells in a TCS®
Import and export format for TCS® data
Generating unique cell codes for use in a TCS®
Exporting data from a TCS®
Assigning offers to cells in a TCS®
Viewing assigned offers or offer lists in a TCS®
Unassigning offers from cells in a TCS®
Cell status information in the target cell spreadsheet
Updating the cell counts
Refreshing the cell counts manually
Linking flowchart cells to a TCS
Linking flowchart cells to targeted offers defined in a TCS®
Using Match & Link to associate flowchart cells with a TCS®
Unlinking flowchart cells from targeted offers defined in a TCS®
Using Match & Link to remove an association
Contact history
Contact history and audience levels overview
How the contact history tables are updated
Treatment history (UA_Treatment)
Base contact history (UA_ContactHistory)
Writing additionally tracked fields to contact history
Detailed contact history (UA_DtlContactHist)
Offer history
Updating contact history by doing a production run
Run History Options scenario
Specifying a database table for contact logging
Specifying an output file for contact logging
Disabling writing to contact history
Clearing contact history and response history
Campaign response tracking
How to track responses to a campaign
Using multiple response tracking flowcharts
Response tracking using multi-part offer codes
Date scope for response tracking
Response tracking for controls
Response tracking for personalized offers
Response types
Response categories
Direct responses
Direct exact matches
Direct inexact matches
Inferred responses
Inferred responses from control groups
Attribution methods
Best match
Fractional match
Multiple match
Stored objects
Derived fields
Naming restrictions for derived fields
Creating derived fields
Creating a derived field from an existing one
Creating a derived field based on a macro
Making derived fields persistent
Example: Persistent derived field
Storing derived fields
Using and managing stored derived fields
User variables
Creating user variables
Custom macros
Creating custom macros
Guidelines for using custom macros
Organizing and editing custom macros
Templates
Copying a template to the Template Library
Pasting a template from the Template Library
Organizing and editing templates
Stored table catalogs
Accessing stored table catalogs
Editing table catalogs
Deleting table catalogs
Session flowcharts
Sessions overview
Creating sessions
Adding flowcharts to sessions
Editing session flowcharts
Organizing sessions in folders
Moving sessions
Viewing sessions
Editing sessions
Deleting sessions
About strategic segments
Improving performance of strategic segments
Prerequisites for creating strategic segments
Creating strategic segments
Example: Session flowchart creating strategic segments
Viewing strategic segments
To edit a segment's Summary details
To edit a strategic segment's source flowchart
Running strategic segments
Organizing strategic segments
Adding a segment folder
To edit a segment folder's name and description
Moving a segment folder
Deleting a segment folder
Moving a segment
Deleting strategic segments
Deleting a segment
About global suppressions and global suppression segments
Applying global suppressions
Disabling global suppressions
Disabling global suppressions for a flowchart
About dimension hierarchies
Examples: Dimension hierarchies
Creating dimension hierarchies
Mapping a hierarchical dimension to a Campaign dimension
Updating a dimension hierarchy
Loading a stored dimension hierarchy
About cubes
IBM® Campaign reports overview
Using reports during flowchart development
Using reports to analyze campaigns and offers
List of IBM® Campaign reports
Performance reports for IBM® Campaign
IBM® Cognos® report portlets for Campaign
Campaign list portlets
Sending reports by email
Re-running reports
Special characters in IBM® Campaign object names
Special characters not supported
Objects with no naming restrictions
Objects with specific naming restrictions
Packaging flowchart files for troubleshooting
Options for packaging flowchart data
Search Results: Campaigns
Search Results: Sessions
Search Results: Offers
Search Results: Segments
Campaign Summary tab
The All Campaigns page
Quick start: How to build flowcharts in IBM® Campaign
Offers
Offer Summary tab
Offer List Summary tab
Sessions
Session Summary tab
Segments
Segment Summary tab
Audience process
Call List process
Create Seg process
Cube process
Extract process
Mail List process
Merge process
Response process
Sample process
Schedule process
Segment process
Select process
Snapshot process
Track process
Decision process
Interaction process
PopulateSeg process
Sample process
Select process
Snapshot process
Interact List process box
Optimize Process
eMessage process
About IBM® Campaign reports
Note
This edition applies to version 9, release 1, modification 0 of IBM® Campaign and to all subsequent releases and modifications until otherwise indicated in new editions.
Notices
Trademarks
Privacy Policy and Terms of Use Considerations
Interactive flowcharts and data sources
Queries and Interact
About data types and stored objects
Derived fields, user variables, macros, and Interact
Custom macros and interactive flowcharts
Using EXTERNALCALLOUT
About the Decision process
About the Interaction process
About the PopulateSeg process
About the Sample process in interactive flowcharts
About the Select process in interactive flowcharts
About the Snapshot process in interactive flowcharts
About the Interact List process in batch flowcharts
To configure the Interact List process
Note
This edition applies to version 9, release 1, modification 0 of IBM® Campaign and to all subsequent releases and modifications until otherwise indicated in new editions.
Notices
Trademarks
Privacy Policy and Terms of Use Considerations
Create a flowchart with an Optimize process
Configure the Optimize process
The Optimize process Assignment tab
The Optimize process Parameters tab
The Optimize process Optimize tab
The Optimize process Score tab
The General tab
Selecting the cells for input
Assigning a contact date to all contacts
Assigning offers or offer lists to a cell
Selecting the cells for which you want to specify parameterized offer attribute values
Assigning values to parameterized offer attributes
Specifying a Contact Optimization session
Mapping additional table fields required by the PCT
Assigning score fields in the Optimize process
To enter a process name and description
Optimize process Assignment tab reference
Optimize process Parameters tab reference
Optimize process Optimize tab reference
Optimize process Score tab reference
General tab reference
Note
This edition applies to version 9, release 1, modification 0 of IBM® Campaign and to all subsequent releases and modifications until otherwise indicated in new editions.
Notices
Trademarks
Privacy Policy and Terms of Use Considerations
Recipient list planning
Understanding how to create a recipient list
Recipient selection
Defining the OLT for a recipient list
Recipient list creation
About deleting recipient lists
Selecting recipients for personalized messages
Selecting test recipients
To specify a seed list
Defining the recipient list
To configure an eMessage process
Contents of the eMessage process Source tab
Contents of the eMessage process Output tab
Working with mailings in IBM® eMessage
Recipient lists for personalized messaging
Selecting personalization fields
About referencing a list of email recipients
Personalized email messaging
Note
This edition applies to version 9, release 1, modification 0 of IBM® Campaign and to all subsequent releases and modifications until otherwise indicated in new editions.
Notices
Trademarks
Privacy Policy and Terms of Use Considerations
Note
This edition applies to version 9, release 1, modification 0 of IBM® Campaign and to all subsequent releases and modifications until otherwise indicated in new editions.
Before you contact IBM® technical support
Notices
Trademarks
Privacy Policy and Terms of Use Considerations