There are several basic concepts that can help you understand how to use HCL® Campaign to create and manage marketing campaigns.
HCL® Campaign allows you to define inbound and outbound triggers that can be used in all flowcharts in a partition.
You must have permissions to use triggers in a flowchart.
The Settings menu provides access to most of the tasks that Campaign administrators typically perform.
Security policies control user access to the objects and features in HCL® Campaign.
HCL® Campaign administrators must set up database tables for use with HCL Campaign.
Administrators can customize campaigns by using custom campaign attributes, initiatives, and products.
Before administrators perform offer template management tasks, there are several important concepts to understand.
HCL® Campaign is delivered with a single audience level called Customer. You can define any additional audience levels that you need. Audience levels let flowchart designers target specific groups, such as Households, in marketing campaigns.
Contact history is stored in the HCL® Campaign system database in separate tables by audience level. Therefore, you need to set up audience levels before you begin working with contact history.
Before you begin working with response history, you should read the audience level administration topics and set up required audience levels.
The Operational Monitoring page lists the status of all active flowcharts and provides controls to suspend, resume, or stop flowchart runs.
A dimension hierarchy is a data construct that groups data into bins based on value ranges. Dimension hierarchies are the basis for a variety of reports.
An inbound trigger is a message that is broadcast to one or more campaigns. You can configure a flowchart to "listen" for a particular trigger to start the execution of one or more processes.
An outbound trigger is the execution of a command, batch file, or script that takes place after a flowchart or process is run. You can define triggers to perform virtually any action, such as opening an application, sending an email, or running a program.
You define triggers when editing a flowchart. A trigger that you define in one flowchart is available to all flowcharts in the same partition.
You can create inbound and outbound triggers and organize them in folders.
Use this procedure to set up inbound triggers.
To use an inbound trigger to run a flowchart, that flowchart must start with a Schedule process that is configured as described here.
You can send an inbound trigger to all flowcharts in a campaign.
You can send an inbound trigger to all running flowcharts with the specified name.
Use this procedure to send an inbound trigger to all campaigns.
You can configure a Windows™ machine to send triggers to a Campaign installation on UNIX™. Follow these steps to set up the unica_actrg utility and required files on a remote Windows machine.
Tokens can be used in the command line of an outbound trigger to pass specific information from the running flowchart.
The trigger utility (unica_actrg) supports the following syntax and options.
HCL® Campaign records information in several different log files.
Each campaign, cell, offer, and treatment in Campaign has an identifying code that is generated by code generators, and conforms to a specified format.
When a flowchart is open for editing, administrators can use the Advanced Settings option from the Admin menu to make administrative changes that affect only the current flowchart. Use these options to override the global configuration settings.
HCL® Campaign optionally integrates with a number of other IBM EMM products.
The listener is a key component of HCL® Campaign. It provides an interface between front-end clients and back-end analytical server processes.
Administrators use the Campaign utilities to manage listeners, sessions, and flowcharts, and perform other important administrative tasks.
Campaign supports the use of localized data and non-United States locales, including multiple user-preferred locales within the same installation of the HCL® application.
Choose Settings > Configuration to access configuration properties.
Some special characters are not supported in any HCL® Campaign object names. In addition, some objects have specific naming restrictions.
This section provides information on character encodings and language-sensitive database considerations, and lists the encodings supported by Campaign.
Campaign notifies users of error events when they occur with error messages that consist of a code number and error text.
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