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
-
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 Configuring property 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.