CIM Revision Cards 05 06: Marketing Fundamentals (Official CIM Revision Cards)

Course Introduction......Page 17
11i Marketing Fundamentals......Page 18
Objectives......Page 19
Course Description......Page 20
Course Organization - Part 1......Page 21
Course Organization - Part 2......Page 22
Course Organization - Part 3......Page 23
Summary......Page 25
Product Overview......Page 27
11i Marketing Fundamentals......Page 28
Objectives......Page 29
Marketing Challenges......Page 30
Marketing Goals......Page 31
Oracle Marketing Solution......Page 32
Where it Fits in the E-Business Suite......Page 34
Business Benefits......Page 35
Features and Functions......Page 36
Integration Points......Page 40
Review Question......Page 42
Review Question with Highlighted Answer......Page 43
Review Question......Page 44
Review Question with Highlighted Answer......Page 45
Summary......Page 46
Marketing Programs......Page 47
11i Marketing Fundamentals......Page 48
Objectives......Page 49
What are Marketing Programs?......Page 50
Marketing Objects Hierarchy......Page 51
Functional Flow for a Marketing Activity......Page 52
Programs at Work......Page 53
Programs Functionality......Page 54
Practice - Creating a Program......Page 58
Solution - Creating a Program......Page 59
Summary......Page 60
Marketing Campaigns......Page 61
11i Marketing Fundamentals......Page 62
Objectives......Page 63
What are Marketing Campaigns?......Page 64
Campaigns in the Objects Hierarchy......Page 65
Campaigns at Work......Page 66
Campaign Process......Page 68
Creating a Campaign......Page 70
Campaign Components......Page 72
Practice - Creating a Campaign and Associating it to a Program......Page 76
Solution - Creating a Campaign and Associating it to a Program......Page 77
Campaign Approval Process......Page 79
Summary......Page 81
Overview of Campaign Execution......Page 83
11i Marketing Fundamentals......Page 84
Objectives......Page 85
Campaign Workbench......Page 86
Tools for Pre-Campaign Analysis......Page 88
Campaign Dashboard Elements......Page 89
Practice - Personalizing Campaign Effectiveness Bin......Page 91
Solution – Personalizing Campaign Effectiveness Bin......Page 92
Schedules Gantt Chart......Page 94
Practice - Viewing Gantt Charts......Page 96
Solution – Viewing Gantt Charts......Page 97
Schedules List......Page 98
Campaign Hierarchy View......Page 99
Campaign Execution......Page 100
Schedules in the Objects Hierarchy......Page 101
Schedule Templates......Page 102
Campaign Schedule Purposes......Page 104
Campaign Schedule Channels......Page 106
Schedule Creation and Planning......Page 107
Basic Schedule Creation......Page 108
Summary......Page 109
Executing a Sales Campaign......Page 111
11i Marketing Fundamentals......Page 112
Objectives......Page 113
Overview of Sales Campaigns......Page 114
Roles and Responsibilities......Page 115
Business Scenario and Solution......Page 116
Integration Points......Page 117
Sales Campaign Flow......Page 118
Steps to Complete the Flow......Page 119
Creating a Sales Campaign Schedule......Page 120
Associating the Selling Product......Page 121
Creating a Target Group......Page 123
Creating Target Group......Page 124
Associating Sales Kits......Page 126
Submitting Schedule for Approval......Page 127
Access Requirements......Page 128
Sales Campaign Execution......Page 130
Schedule Operational Reports......Page 131
Practice - Creating a Sales Campaign Schedule to Generate Leads......Page 132
Solution – Creating a Sales Campaign Schedule to Generate Leads......Page 133
Practice - Viewing Sales Schedule Specific Report......Page 135
Solution – Viewing Sales Schedule Specific Report......Page 136
Summary......Page 137
Executing a Web Ad......Page 139
11i Marketing Fundamentals......Page 140
Objectives......Page 141
What is Web Marketing?......Page 142
Web Marketing Roles......Page 143
Web Marketing Concepts......Page 144
Integration Points......Page 146
Business Scenario and Solution......Page 147
Web Campaign Process......Page 148
Web Placement......Page 149
Setting Up Placements......Page 151
Practice - Creating a Web Placement......Page 153
Solution – Creating a Web Placement......Page 154
Web Ad Flow......Page 155
Steps to Complete the Flow......Page 156
Creating a Web Ad Schedule......Page 157
Associating Products......Page 158
Associating Web Ad to Placement......Page 159
Creating Target Group......Page 160
Submitting Schedule for Approval......Page 161
Web Schedule Reports......Page 162
Practice - Creating a Web Advertisement Schedule......Page 163
Solution – Creating a Web Advertisement Schedule......Page 164
Practice - Viewing Reports for a Web Schedule......Page 166
Solution – Viewing Reports for a Web Schedule......Page 167
Summary......Page 168
Using Oracle Personalization......Page 169
11i Marketing Fundamentals......Page 170
Objectives......Page 171
Integration Points......Page 172
Business Scenario and Solution......Page 173
Web Dynamic Recommendation Flow......Page 174
What is Personalization?......Page 175
Personalization Parameters......Page 177
Steps to Complete the Flow......Page 179
Web Reports......Page 180
Practice - Creating a Web Dynamic Recommendation Using Oracle Personalization......Page 181
Solution – Creating a Web Dynamic Recommendation Using Oracle Personalization......Page 182
Summary......Page 184
Executing an Email Campaign Schedule......Page 185
11i Marketing Fundamentals......Page 186
Objectives......Page 187
Business Scenario and Solution......Page 188
Integration Points......Page 189
Agenda......Page 190
Setting Up Collateral Content......Page 192
Fulfillment Queries......Page 193
How Fulfillment Queries are Used......Page 194
Setting Up Content Types......Page 195
Cover Letters......Page 197
Practice - Creating a Content Type and Cover Letter......Page 198
Solution – Creating a Content Type and Cover Letter......Page 199
Agenda......Page 201
Marketing – Scripting Integration......Page 202
Guided Demonstration - Viewing an Existing Survey Script......Page 205
Agenda......Page 206
E-mail to Survey Flow......Page 207
Steps to Complete the Flow......Page 208
Creating an E-mail Schedule......Page 209
Setting Repeating Options......Page 210
Associating Products......Page 211
Creating Target Group......Page 212
Associating Collateral......Page 213
Specifying CTD for the Survey......Page 214
Submitting Schedule for Approval......Page 215
E-mail and Survey Reports......Page 216
Practice - Creating a Repeating E-mail Schedule......Page 217
Solution – Creating a Repeating E-mail Schedule......Page 218
Practice - Viewing E-mail Schedule Specific Report......Page 222
Solution – Viewing E-mail Schedule Specific Report......Page 223
Summary......Page 224
Executing a Follow Up Print Campaign Schedule......Page 225
11i Marketing Fundamentals......Page 226
Objectives......Page 227
Business Scenario and Solution......Page 228
Integration Points......Page 229
Agenda......Page 230
Marketing – Fulfillment Integration......Page 232
Agenda......Page 235
What are Fatigue Rules?......Page 236
Applying Fatigue Rules......Page 238
Fatigue Rules Execution......Page 240
Practice - Defining Fatigue Rules and Verifying Usage......Page 241
Solution – Defining Fatigue Rules and Verifying Usage......Page 242
Agenda......Page 243
Follow Up Print Mail Flow......Page 244
Creating a Direct Mail Print Schedule......Page 245
Creating a Target Group......Page 246
Previewing Fatigue......Page 247
Associating Collateral......Page 248
Setting Up Printing......Page 249
Submitting Schedule for Approval......Page 250
Practice - Creating a Direct Mail Print Campaign Schedule......Page 251
Solution – Creating a Direct Mail Print Campaign Schedule......Page 252
Summary......Page 255
Executing a Telemarketing Campaign Schedule......Page 257
11i Marketing Fundamentals......Page 258
Objectives......Page 259
Business Scenario and Solution......Page 260
Telemarketing Schedule Flow......Page 261
Integration Points......Page 262
Agenda......Page 263
What is Predictive Analytics?......Page 265
The Generic Data Mining Process......Page 266
Data Mining Models......Page 268
Building a Model......Page 270
Evaluating Model Results......Page 272
Scoring a Target Population......Page 274
Optimal Targeting Analysis......Page 275
Process Flow for Product Affinity Model......Page 276
Agenda......Page 278
Creating a Telemarketing Schedule......Page 279
Agenda......Page 280
Defining Tracking Metrics......Page 281
Metric Calculation Types......Page 284
Metrics Hierarchy – An Example......Page 286
Associating Metrics to a Schedule......Page 287
Practice - Creating a Telemarketing Schedule Based on Propensity to Purchase with Optimal Targeting......Page 289
Solution – Creating a Telemarketing Schedule Based on Propensity to Purchase with Optimal Targeting......Page 291
Agenda......Page 296
Executing the Telemarketing Schedule......Page 297
Practice - Assigning Campaign Lists to Telemarketing Agents......Page 298
Solution – Assigning Campaign Lists to Telemarketing Agents......Page 299
Marketing Performance Analysis......Page 300
Practice - Viewing Telemarketing Schedule Reports......Page 301
Solution – Viewing Telemarketing Schedule Reports......Page 302
Summary......Page 303
Planning and Executing Marketing Events......Page 305
11i Marketing Fundamentals......Page 306
Objectives......Page 307
Business Scenario and Solution......Page 308
Integration Points......Page 309
What are Events?......Page 310
Events in the Objects Hierarchy......Page 311
The Events Process Flow......Page 312
Planning an Event......Page 313
Executing an Event......Page 316
Tracking an Event......Page 321
Practice - Planning and Executing an Event......Page 322
Solution - Planning and Executing an Event......Page 323
Following Up an Event......Page 326
Summary......Page 327
Implementing Prerequisite Components......Page 329
11i Marketing Fundamentals......Page 330
Objectives......Page 331
Introduction......Page 332
Mandatory Dependencies......Page 334
CRM Application Foundation......Page 336
Territory Manager......Page 339
One-to-One Fulfillment......Page 340
Applications Object Library......Page 341
General Ledger (GL)......Page 342
Setting Up the Marketing Calendar......Page 343
Practice - Setting Up the Marketing Calendar......Page 344
Solution – Setting Up the Marketing Calendar......Page 345
Human Resources (HRMS)......Page 347
Creating the Implementation User......Page 349
Oracle Inventory......Page 350
Product Lifecycle Management (PLM)......Page 351
Oracle Receivables......Page 352
Conditional Dependencies......Page 353
Optional Integrations......Page 354
Summary......Page 355
Implementing Common Marketing Components......Page 357
11i Marketing Fundamentals......Page 358
Objectives......Page 359
Introduction......Page 360
Marketing Medium......Page 362
Metrics......Page 363
Metric Display Types and Currency Values......Page 364
Metric Categories......Page 365
Metric Definition......Page 367
Practice - Creating a Metric and Building a Metric Hierarchy......Page 369
Solution - Creating a Metric and Building a Metric Hierarchy......Page 372
Metric Templates......Page 378
Approval Rules......Page 379
Setting Up Approvals......Page 381
Locking Rule......Page 383
Mandatory Rule......Page 384
Practice - Setting Purpose as a Mandatory Field for Campaigns......Page 385
Solution – Setting Purpose as a Mandatory Field for Campaigns......Page 386
Categories......Page 387
User Statuses......Page 389
Analytics......Page 390
Practice - Creating a User-Defined Data Source and Target......Page 391
Solution - Creating a User-Defined Data Source and Target......Page 393
Implementing Web Marketing......Page 396
Defining Third-Party Web Storefronts......Page 397
Setting Up the Geography......Page 398
Summary......Page 399
Administering and Managing Audience......Page 401
11i Marketing Fundamentals......Page 402
Objectives......Page 403
What is an Audience?......Page 404
Audience Users......Page 405
The Audience Workbench......Page 406
The Audience Dashboard......Page 407
Creating a List......Page 409
Sample NLQB Query......Page 411
List Options......Page 412
Generating Lists......Page 413
Practice - Creating a List Using a Query Template......Page 416
Solution - Creating a List Using a Query Template......Page 417
Managing Lists......Page 419
Practice - Splitting a List......Page 421
Solution - Splitting a List......Page 422
Audience Administration......Page 423
Data Sources......Page 424
Practice - Creating Related Data Sources......Page 426
Solution - Creating Related Data Sources......Page 427
List Templates......Page 429
Practice - Creating a Query Template......Page 430
Solution - Creating a Query Template......Page 431
Deduplication Rules......Page 433
Suppression Lists......Page 434
Practice - Creating a Suppression List......Page 435
Solution - Creating a Suppression List......Page 436
Fatigue Rules......Page 437
List Imports......Page 438
List Import Wizard Steps......Page 439
Practice - Importing a List......Page 440
Solution – Importing a List......Page 441
Summary......Page 443
Setting Up Products......Page 445
11i Marketing Fundamentals......Page 446
Objectives......Page 447
Products Overview......Page 448
PLM\'s Single Product Catalog......Page 450
Process for Setting Up the Catalog......Page 451
Product Templates......Page 453
Practice - Creating and Setting Up a Product Template......Page 454
Solution – Creating and Setting Up a Product Template......Page 455
Product Management Tasks in Marketing......Page 456
Practice - Setting Up Related Products......Page 461
Solution - Setting Up Related Products......Page 462
Summary......Page 464
Implementing and Using Home Page Bins, Reports, and Charts......Page 465
11i Marketing Fundamentals......Page 466
Objectives......Page 467
Marketing Business Intelligence......Page 468
Marketing Intelligence Security......Page 471
Home Page Bins, Reports, and Charts......Page 472
Practice - Viewing Event Effectiveness Reports on the Oracle Marketing Home Page......Page 473
Solution – Viewing Event Effectiveness Reports on the Oracle Marketing Home Page......Page 474
Implementation Steps......Page 475
Step 1: Setting System Profiles......Page 476
Practice - Verifying Home Page Profiles......Page 477
Solution – Verifying Home Page Profiles......Page 478
Step 2: Defining Marketing Calendar Periods......Page 479
Step 3: Verifying/Creating Lookups......Page 480
Step 4: Associating Home Page Components......Page 481
Step 5: Defining Exchange Rates......Page 482
Step 6: Loading Marketing Facts for a First Time Build......Page 483
Step 7: Creating Initial Build of Materialized Views......Page 484
Step 8: Refreshing Materialized Views......Page 485
Step 9: Loading Marketing Facts from a Previous Refresh Date......Page 486
Step 10: Refreshing Materialized Views for Daily Refresh......Page 487
Summary......Page 488