Siebel 8.0 Marketing: Marketing Manager

Overview

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This course is designed for team members who are responsible for administering and managing marketing activities such as campaigns, programs and marketing plans using Siebel Marketing 8. The course helps course participants to understand the Siebel Marketing architecture and its tight integration with Oracle Business Intelligence Enterprise Edition 10g. Course participants learn how to create marketing segments and segment trees and load them into campaigns. They use the List Format Designer to create export list formats and they use the Email Marketing Server to create personalized email campaigns.

This course also covers response management, event management and the financial planning aspects of Siebel Marketing. Using Oracle Business Intelligence Answers and Dashboards, course participants learn how to analyze marketing data quickly and efficiently. The course also contains information about the classic Siebel List Management.

Learn To:

• Create Segments and Segment Trees
• Create personalized email marketing campaigns
• Create Marketing Plans, Programs, Campaigns and Responses
• Manage Events
• Manage Marketing Lists
• Understand the Siebel Marketing architecture

Audience:

• Support Engineer
• Data Modelers
• Sales Consultants
• Application Developers
• Business Analysts
• Developer
• Technical Consultant
• Project Manager

Prerequisites

Suggested Prerequisites:

• Siebel navigation skills
• Oracle BI EE navigation skills
• Participants should have a basic knowledge of Windows naviga
• Oracle BI 10g: Analytics Overview
• Fundamentals for Business Analysts (Siebel 8.0)
• Navigating Siebel 8.0 Applications Self-Study CD Course

 

Delegates will learn how to

• Understand Siebel Marketing terminology
• Understand the Siebel Marketing architecture
• Create Segments
• Create Segment Trees
• Create Marketing Plans, Programs and Campaigns
• Use the List Format Designer
• Manage marketing lists
• Manage marketing responses
• Create personalized email marketing campaigns
• Manage events
• Plan and budget marketing activities
• Understand campaign load formats
• Use Answers and Dashboards to analyze marketing data

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
• Waves
• 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

Campaign Load Formats

• Creating campaign load formats
• Identifying and describing marketing integration objects
• Describing pre-configured marketing campaign load formats

Marketing Analytics

• Using Oracle BI Answers
• Using Oracle BI Dashboards
• Creating ad-hoc requests
• Identifying pre-configured marketing analytics dashboards