Integrating Marketing Operations and Campaign

The workflow for integrating HCL® Marketing Operations and Campaign consists of the following steps.

About this task

Complete the following steps to integrate Marketing Operations and Campaign.

Procedure

1. Install both Marketing Operations and Campaign. For details, see the HCL Marketing Operations Installation Guide and the HCL Campaign Installation Guide.
2. Adjust the configuration settings to support an integrated deployment. See Configuring property settings for integrated deployment.
3. Design the attributes, forms, and campaign project templates that you need.

   If offer integration is enabled on your system, you also design offer templates by using offer attributes. See Offers and offer templates in an integrated system.

4. Create the shared attributes.
5. Create the forms and local attributes, including the form that contains the Target Cell Spreadsheet.
6. Create a metrics map file that associates Campaign contact and response counts with Marketing Operations metrics.
7. Create the campaign project and offer templates.