Detailed Course Outline
Siebel Marketing Overview
- Identifying components of Siebel Marketing Suite
- Understanding closed-loop marketing
Siebel Marketing Architecture
- Identifying components of the Siebel Marketing architecture
- Marketing clients
- Oracle BI EE
- Email Marketing Server
Marketing Terminology and Process Flow
- Explaining marketing terminology
- Campaigns, Offers and Treatments
- Budget Requests, Funds and Initiatives
- Executing Stand-alone campaigns
- Executing marketing programs
- Executing marketing plans
Segment Designer
- Understanding the segment designer interface
- Creating simple and complex segments
- Moving and changing criteria blocks
- Understanding counts
- Cross subject area queries
- Grouping criteria blocks
- Generate lists from segments
Creating Segment Trees
- Explaining the purpose of segment trees
- Splitting and sampling
- Working with segment tree branches
Marketing Plans, Programs, Campaigns and Events
- Identifying Siebel Marketing objects and their relationships
- Offer Management
- Events
- Campaigns
- Wave
- Programs
- Stages
- Marketing Plans
Using List Format Designer
- Understanding List Format Types
- Creating List Formats
- Combining Data Sets
- Sorting and Splitting
- Formatting
- Previewing List Output
List Management
- Describing the List Management Process
- Importing External Lists
- Creating Internal Lists
Response Management
- Describing the Response Management Process
- Integrating with Sales
- Tracking Responses
Email Marketing
- Creating an Email Campaign
- Personalizing and Editing Email Marketing Templates
- Understanding Conditional Fields
- Understanding Advanced Email Marketing Features
- Launching Email Campaigns
Event Management
- Describing the Event Management Process
- Defining Event Plans, Events and Sessions
- Managing Invitations
- Managing Registrations
Marketing Planning, Budgeting and Financial Tracking
- Creating Marketing Plans
- Creating Budget Requests
- Understanding approval cycles
- Setting goals
- Tracking expenses and budgets
Marketing Analytics
- Using Oracle BI Answers
- Using Oracle BI Dashboards
- Creating ad-hoc analyses