HCL® Marketing Operations 11.0.1 includes the following new features. These are listed underneath and were added in version 11.0 and are carried forward to 11.0.1. Note that 11.0.1 is a localization release. So, the product is localized for 10 languages; namely Traditional Chinese, French (France), German (Germany), Japanese, Korean, Portuguese (Brazil), Spanish (Spain), English (United Kingdom), Simplified Chinese and Italian.

The following defects are fixed in HCL® Marketing Operations version 11.0.1.

This table contains known issues in HCL® Marketing Operations version 11.0.1.

This table contains known limitations in HCL® Marketing Operations version 11.0.1.

HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.

Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.

Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.

A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.

To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.

An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.

In HCL® Marketing OperationsDistributed Marketing, you assign work to teams or individual users.

Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.

A grid is a spreadsheet-like presentation of data. Grids allow HCL® Marketing Operations users to store all campaign- and project-related data within the project.

A marketing object is any work product a team develops and reuses in the course of its marketing activities. Marketing objects can represent physical items (such as a letter or banner ad) or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).

HCL® Marketing Operations provides centralized management, secure storage, and web-based access for digital assets.

In HCL® Marketing Operations, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Marketing Operations tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.

In HCL® Marketing Operations, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.

A top-level HCL® Marketing Operations account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.

Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.

By default, HCL® Marketing Operations provides a set of predefined reports and dashboard components. The Marketing Operations reports package provides additional example reports and dashboard report components that are created in HCL Cognos®, a separate business intelligence application.

You can perform simple and advanced searches in HCL® Marketing Operations.

You can use alerts and the message board both to communicate information to other users of HCL® Marketing Operations. Alerts and the message board are available for plans, programs, projects, requests, assets, accounts, approvals, invoices, tasks, teams, and marketing objects.

You can read messages that were previously posted to the message board, if you have permission to view that object. Messages can be posted for plans, programs, projects, assets, accounts, approvals, or invoices.

With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.

HCL® Marketing Operations offers options for customizing the user interface. You can customize or rebrand the Marketing Operations interface to match your organization's needs.

Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with HCL® Marketing Operations, you can create custom marketing object types.

After your organization uses HCL® Marketing Operations for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.

HCL® Marketing Operations provides a set of default reports and dashboard report components. The Marketing Operations reports package provides extra reports and dashboard report components, which are created in HCL Cognos®, a separate business intelligence application.

A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.

After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.

Program and project templates have additional tabs that customize the object instances that are made from the template.

A form is a collection of attribute fields that gather information about an object.

An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Marketing Operations, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.

Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.

For organizations with Marketing Operations users in multiple locales, you can translate the labels and text strings in the user interface for each locale.

You configure security policies that grant users permission to access specific objects and features through assigned access roles.

Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.

The user interface of HCL® Marketing OperationsDistributed Marketing presents several list box controls that you can configure to provide a customized set of options.

To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.

You can transfer data structures (metadata) between HCL® Marketing Operations systems using the export and import features.

Through the optional Digital Asset Management module, HCL® Marketing Operations provides centralized management, secure storage, and web-based access for digital assets.

An account in HCL® Marketing Operations represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.

This chapter provides information about advanced customization options for the HCL® Marketing Operations interface.

The HCL® Marketing Operations REST API is a façade that provides a client view of a running Marketing Operations instance.

HCL® Marketing Operations Integration Services combines the Marketing Operations Integration Webservice, SOAP API procedures, and triggers to extend business capabilities.

The webservice provides a client view of the Marketing Operations Integration Services, which is part of the deployment of the HCL® Marketing Operations server. The service is used concurrently with Marketing Operations web users.

A "procedure" is a custom or standard Java™ class hosted by HCL® Marketing Operations that does some unit of work. Procedures provide a way for customers and HCL Professional Services to extend Marketing Operations business logic in arbitrary ways.

The HCL® Marketing Operations SOAP API is a façade that provides a client view of a running Marketing Operations instance.

An installation of Marketing Operations is complete when you install, configure, and deployinstall and configure Marketing Operations. The Marketing Operations Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Marketing Operations.

When you plan your Marketing Operations installation, ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.

You can use the Marketing Operations worksheet to enter the information that is required when you install Marketing Operations.

You must run the HCL® Marketing Software installer to start the installation of Marketing Operations. The HCL Marketing Software installer starts the Marketing Operations installer during the installation process. Make sure that the HCL Marketing Software installer and the product installer are saved at the same location.

Complete the configuration tasks before you deploy the web application.

There are general guidelines for deploying Marketing Operations on WebSphere® and WebLogic.

After you deploy and start the Marketing Operations application, log in and verify the installation. There are some basic configuration steps such as configuring the system user and a test user, setting up email and markup.

For the reporting feature, Marketing Operations integrates with HCL® Cognos®, a separate business intelligence application.

You can install Marketing Operations in a cluster by completing additional tasks while installing Marketing Operations.

Run the Marketing Operations and Attribution Modeler uninstallers to uninstall Marketing Operations. When you run the Marketing Operations uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

This section describes the HCL® Marketing Operations configuration properties on the Settings > Configuration page.

An upgrade of Marketing Operations is complete when you upgrade, configure, and deployupgrade and configure Marketing Operations. The Marketing Operations Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing Operations.

For upgrading to Marketing Operations 11.0.1 version, you must check from which version you are upgrading. Upgrade scenarios are based on the current version of the Marketing Operations.

To upgrade Marketing Operations, you back up your existing installation, ensure that Marketing Platform is upgraded and running, run the installer, restore any trigger procedures, deploy the upgraded applications, and then run some post-deployment processes.

There are general guidelines for deploying Marketing Operations on WebSphere® and WebLogic.

Run the Marketing Operations and Attribution Modeler uninstallers to uninstall Marketing Operations. When you run the Marketing Operations uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

This section describes the HCL® Marketing Operations configuration properties on the Settings > Configuration page.

The IBM Marketing Software Fast upgrade process is introduced to help complete the upgrade process in a short time so that you encounter less downtime on your production environment. Also, Fast upgrade process will get executed on clean 11.0.1 environment, so users existing environment will remain untouched.

HCL® Marketing Operations and Campaign to use the marketing resource management features of Marketing Operations to create, plan, and approve campaigns.

You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign that you run.

The workflow for creating a campaign when Marketing Operations and Campaign are integrated consists of the following tasks.

If offer integration is enabled, you create offers in Marketing Operations, then publish them for use in Campaign. You can set up offers before they are assigned to cells in Campaign. Offers are based on templates, which are also created in Marketing Operations.

Use the HCL® Marketing Operations REST API to manipulate projects, program,s users, teams, tasks, approvals, assets, and so on.

HCL Marketing Software provides GDPR support for the following Marketing Software products:

Marketing Operations out-of-the-box only stores name, email address, locale, and time zone of users. It gets this information from Marketing Platform and so this data must be deleted from Platform records first and then a user synchronization must be run in Marketing Operations.