The workflow for integrating HCL®
Marketing Operations and Campaign consists
of the following steps.
Procedure
Complete the following steps to integrate Marketing Operations and Campaign:
- Install both Marketing Operations and Campaign. For
details, see the HCL
Marketing Operations Installation
Guide and the HCL
Campaign Installation
Guide.
- Adjust the configuration settings to support an integrated
deployment. See Configuration settings for integrated deployment.
- Design the attributes, forms, and campaign project templates
that you need.
- Create the shared attributes.
- Create the forms and local attributes, including the form
that contains the Target Cell Spreadsheet.
- Create a metrics map file that associates Campaign contact
and response counts with Marketing Operations metrics.
- Create the campaign project and offer templates.