Training material
Adobe Campaign v.6.1
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Summary
I. INTRODUCTION
p.6
II. CIENT SETUP
p.8
II.1. Download Adobe Campaign client
p.9
II.2. Installation wizard
p.10
II.3. Adobe Campaign first launch
p.11
II.4. Connection settings
p.12
II.5. Client connection to the database
p.13
III. FIRST STEPS WITH ADOBE CAMPAIGN v.6
p.14
III.1. Home page
p.14
III.2. Profiles and target
p.15
III.3. Recipients
p.16
III.4. Lists
p.20
III.5. Services and subscriptions
p.24
III.6. Jobs
p.27
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Summary
IV.L’EXPLORATEUR
p.39
IV.1. Interface
p.40
IV.2. Navigation tree
p.42
IV.3. Lists of records
p.43
IV.4. Lists display configuration
p.44
IV.5. Parent and child folders
p.45
IV.6. Sorting
p.46
IV.7. Simple filters
p.47
IV.8. Predefined filters
p.48
IV.9. Advanced filters
p.49
IV.10. Detail screen
p.50
IV.11. Access management
p.51
V. MARKETING CAMPAIGN
p.56
V.1. Create a marketing campaign
p.57
V.2. Details of a marketing operation: Dashboard
p.59
V.3. Edit tab
p.61
V.4. Campaign advanced parameters
p.62
V.5. Control group
p.63
V.6. Seed addresses
p.67
V.7. Validation
p.68
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Summary V.8. Documents
p.70
V.9. Budget
p.72
V.10. Targeting and Workflow
p.73
V.11. Create a simple targeting Workflow
p.74
V.12. Targeting and filtering dimension
p.75
V.13. Filtering criterias : Simples filters
p.76
V.14. Filtering criterias : example 1
p.77
V.15. Filtering criterias : Advanced filters– example 2
p.78
V.16. Filtering criterias : Filters with functions
p.79
V.17. Filtering criterias : Filtres with functions – example 3
p.82
V.18. DIRECT MAIL DELIVERY
p.83
V.19. E-MAIL DELIVERY
p.91
V.20. Schema of a delivery main states
p.103
VI. NEOLANE SOCIAL MARKETING
p.104
VI.1. Publish on Facebook
p.105
VI.2. Publish a status on Facebook
p.110
VI.3. Publish a link on Facebook
p.111
VI.4. Publish onTwitter © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
p.114 4
Summary VII. WEB APPLICATIONS
p.123
VII.1. Steps of implementation
p.124
VII.2. Create the page content
p.126
VII.3. Visualize the web page rendering
p.128
VII.4. Save the entered datas
p.129
VII.5. Edit the end page
p.131
VII.6. Publish and broadcast the Web App
p.132
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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I.
INTRODUCTION / Main functionalities
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I. INTRODUCTION / Platform, applications and Adobe Campaign options
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II. CLIENT INSTALLATION
Get the installation file through a web browser Connection URL:
http://application_server/nl/jsp/logon.jsp
Enter the login and password of an Adobe Campaign operator
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II.1. Download the Adobe Campaign client
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II.2. Installation wizard You can specify the installation path
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II.3. First launch of the Adobe Campaign client console Launch the console ■ Start / All Programs / Neolane 6.x / Neolane Client Console
Enter connection parameters ■ Click on ‘New’ in order to define the connection to the Adobe Campaign application server
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II.4. Connections setup
■ If relevant, modify the label (ex: Adobe Campaign v6) of the connexion ■ Fill the connexion URL to the application server ■ Click OK
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II.5. Client connection to the database
■ In the ‘Connexion parameters’ window : • Select the database • Enter the user login • Enter the user password • Submit
Password can be remembered
The login define the set of rights (folders access, creating, modifying, consultating…) for the user (see ‘Access management’)
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III. FIRST STEPS WITH ADOBE CAMPAIGN III.1. Home page Navigation
Title bar Menus
■
The home page regroups:
The platform multiple functionalities, distributed in universes: they are materialized through links located in the interface top banner
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III.2. Profiles and targets
Each universe offers a set of functionalities, organized depending on the business process of the use case context. In the Profiles and targets universe, you can access the recipients lists, subscription services, existing targeting workflows as well as the shortcuts to create those elements.
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III.3. Recipients
Recipients stands for, in Adobe Campaign, the individuals stored into the database: communications subscribers, customer or prospect list members etc. All concerned persons we wish to segment, target and contact through email, SMS or any other channel. Overview of the recipients : By clicking on the Recipients menu, you can access to your contacts list.
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III.3. Recipients
Recipient folder selection:
By default, the contacts are located in the Recipient folder (Profiles and targets / Recipient) but it is still possible to create additional folders. To change the folder, click on the « Profiles and target » dropdown list and select the recipient folder to display.
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III.3. Recipients
Filter recipients (by name or email) :
Enter the informations to filter and click Enter.
Select a recipient:
Click on the contact name
This recipient sheet opens in a new tab
You can visualize all of this person informations into different tabs (General, Contact information, Others,Lists, Subscriptions, Deliveries, Tracking, Propositions
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III.3. Recipients
Add a new recipient
1.
Click on the « Create » button
2.
A window pops up
3.
Enter the recipient informations into the different tabs
4.
Click on the « Save » button
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III.4. Lists
A list seeks to identify, classify and target populations of recipients. This is a potential targeting tool.
A contact can be a member of several lists.
Warning: the list is static, it gathers the members of a same group at a specific moment. For a dynamic targeting, we will preferably use the filters.
Lists are created to highlight relatively frozen population. I.e: Test list for controlling a message content (Proof, control group…).
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III.4 Group type list ■ A list of the Group type can only contain recipients. • To create the list, i.e: ‘Proof list’ (it will regroup all of the persons in charge of testing the content of a message before sending to the final target): - From the home page, use the Profiles and targets/ Lists (or by folders of the same name through the explorer) - Click on « Create » - Enter the label : « Proof list » - Click on the « Content » tab and on the « Add » button - Select the persons who are part of the list among the recipients - Click on « Save ». The list is saved.
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III.4 File type list ■ A File type list contains records which are not necessarily Recipients (transactions, contracts, products...) From the home page, use the Profiles and targets / Lists menu
Select the source file and click on « Next »
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III.4 File type list Launch the import by clicking « Start »
Name the list and « Save »
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III.5. Services & subscriptions Adobe Campaign allows to create and administrate information services (such as newsletters) and manage the associated subscriptions. An information service features: a label, subscriptions and unsubscriptions, manual or automated, limited time service (trial period for instance), confirmation mecanisms (double opt-in…), etc. Out of the box, those comes with specific reports. Subscription / unsubscription operations of the services can be performed in three ways: Manually Through an import (service only) Through web forms The viral mode grants the creation of a sponsorship type service: « Forward to a friend »
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III.5. Services & subscriptions
Create a service From the home page, use the Profiles and targets menu Click on the « Create » button
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III.5. Services & subscriptions
Enter the label of the service Select the associated canal in the Type field : email, sms, direct mail… Specify a eventual duration period of the service validity (by default, the subscription never expires) Select the confirmation models of subscription and unsubscription to use if you wish to send an automated message Click on « Save » Confirmation message: the model must… -
be created before (see « Delivery templates »)
-
use a delivery mapping on the subscriptions
-
not contain the delivery target (it is dynamically filled).
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III.6. Jobs
Jobs Import Adobe Campaign allows to import data, from one or several files Those files are associated to a table, main or linked. Each field of the source file is associated to a database field. Import settings can be saved in order to schedule import jobs which will be automating the replication tasks. Export Adobe Campaign allows to export data from the base to a flat (txt or csv) or XML file
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III.6. Jobs Import datas Preparation of the data to import – the source file has to take the following constraints in account:
Each column corresponds to a database field Each line corresponds to a record The field content can be separated by characters
Import wizard
Jobs menu Clik on Save
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III.6. Jobs Step 1: template selection
1. Select the template to use. Here : New text import. 2. Choose a label for the import and add a description if you wish.
3. Check the import type to make. Here : Simple import If we had multiple source files, we could have chosen Multiple import. 4. Select the folder where the operation jobs will be saved (logs, errors, etc.).
5. Click on Next. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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III.6. Jobs Etape 2 : File to import
1. Select the source file. 2. Click on Auto-Detect format
3. The file format definition must be verified, and the setting tuned. Click on the Change the file format : specify the column and strings separators and the data type for each field (integers, date time format, hours, etc).
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III.6. Jobs
This configuration is essential: here we are describing the data of the file. We can also specify multiline records, if we want to ignore the n first lines etc. 4. Click on OK then Next.
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III.6. Jobs Etape 3 : Field mapping 3. Map each source field to a destination path: click into the Destination path column on the field line, and unfold the list of available fields with the « Edit expression » icon and select the appropriate storage.
1. Select the schema(main table) into which you want to import the data (i.e: Recipients (nms) for the recipients).
2. Select each field to import by checking the box of the « source » column.
5. Cliquer sur Suivant.
4. For each imported field, it is possible to modify the letter case by clicking in the Transformation column.
The icons located into the right-hand side of the field list allows to access the following : Guess the destination fields : Adobe Campaign attempts to automatically match the field from the source file to the right destination paths. However, you will have to check the result of the automatic mapping. Add a calculated field : allows to perform complex operations, add virtual columns or merge the datas of several others.
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III.6. Jobs Etape 4 : Reconciliation Operation types For each table, reconcile the datas from the source file with the database and establish priority rules between the datas of the file and those of the database.
Available operations are :
Update or insert: update the record if it exists in the database, create it if needed. Insert: insert records without checking their existence before. Update: only update existing records (ignore or launch an error for the others). Reconciliation only: try to retrieve the database record, without updating it. Allows for instance to associate the recipient folder to import depending on a file column without having to update the folder data itself. Deletion : destroy database records.
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III.6. Jobs Keys
Besides a simple insertion, all the operations needs a reconciliation (including the deduplication). This reconciliation implies a key creation. A reconciliation key is a set of rule allowing to identify a record.
Here a reconciliation key has been set on the email field. To set a key, click on the first hyphen prior to the field name.
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III.6. Jobs Example of keys for the recipients import: The reconciliation key can be an account number, the Email field or fields like Last Name + First Name + Company, etc. In the latter case, to know if a line of the file match an existing recipient in the database, the import engine will compare the file values with the one of the database for each field composing the key.
It is possible to add a seconday reconciliation key for a same table. It will be used for the line if the first key is empty, like in the example below:
In this case, the main reconciliation key is composed of the Account number, and the secondary key with the Email + Last Name + First Name fields.
In the case of importing recipients, the identifier of the selected folder is implicitely added to the key. As a result, the reconciliation is only performed on this folder (except if no folder is selected)
Click on Next
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III.6. DOUBLES : record that can be found several times in the source DUPLICATES : record that is already into the Adobe Campaign database before the import
Doubles management
Update: no deduplication. Last record will remain. Reject entity : doubles are excluded, an error will be logged for each double encountered. Ignore : doubles are excluded, we do not want to write an error log for each encountered double.
Duplicates management
It only concerns operations with an Update part (Update or insert or Update). In case of a duplicate, we can: Update, Ignore or Reject entity (create an error). The Update or insert depending on the origin concerns the priority between multiple files (brokers). The Origin field of the recipient table will be used.
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III.6. Jobs Step 5 : Importing recipients Now we have to specify where will the imported records will be created: the storage folder and the associated list if needed.
Click on Edit and select the folder / group.
We can also subscribe imported recipient to a service. Click on Edit and select the service.
The recipients origin (origin of the file...) can be specified on this screen, in order to respect legal obligations of the countries in which the origin of the file must be stored. Select the origin in the dropdown list or create it if it does not exists yet.
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III.6. Jobs Etape 6 : Launch the import
Click on Start A progress bar indicates the progress of the import process
Examining the potential errors (irrelevant line format, invalid e-mail, etc.) Errors and warnings generated by the import engine can be seen in the execution folder, by default : Profiles and targets / Jobs / Generic imports and exports
Select in the job list the import.
The import properties details screen contains 3 themes: General, Audit and Rejects.
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IV. The Explorer
Explorer Adobe Campaign explorer is available from the icon of the main tool bar. It allows the user to access Adobe Campaign configuration screens and access a more detailed view of specific elements of the platform.
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IV.1. Explorer interface Title bar Menus Icons bar
3 zones: • Navigation tree:
thematic classification and screen hierarchy (Administration, Contacts, Campaigns…)
• List: display of the selected folder elements into the tree
• Details: display informations concerning an element of the list, split into thematic tabs © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
State bar Tabs 40
IV.1. Explorer interface list saved into 2013 Delivery 08. One of them (highlighted)
Example
is selected
Navigation tree: the node ‘2013-08’ of the ‘Campaign management /Deliveries/ 2013’ is selected
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Details: informations of the selected campaign into the list, split into thematic tabs (here, the Dashboard screen is displayed)
IV.2. Navigation tree
■ Similar to Windows explorer • A click on a node makes a screen related to the node appear • Root node: indicates the name (the label mentioned while entering the connection parameters) of the database currently used (in this example: training16.eu) • Administration: needs specific rights. Operators management, technical configuration, etc. • Resources: web forms, delivery templates, personalization blocks, images… • Profiles and targets: contacts and services management, and business tools (filters, imports, exports) • Campaigns management: delivery and follow-up, budget • Offers, Message Center: additional components
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IV.3. Lists of records
■ To visualize, research and act on the specific types records Create a new record
Delete the selected record
Display the list in full screen mode
Load and display the next 200 records
Number of records loaded compared to the total number of records kept after filtering. If « ? » appears to the right, click on this icon to launch the calculation. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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IV.4. Display configuration
■ Configuring the list display • Click on the icon ‘Configure list’ in the lower right corner: we have access to the Adobe Campaign Datamodel • In the window ‘List configuration’, double-click in the left zone on the fields to add to the output columns • To suppress a column, select the line and click on
• To order the columns, use • Click ok
Double-click
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and
IV.5. Parent and child folders Display the list of records contained into several folders ■ Parent / Child folders • The list can display: • Either records contained into the selected folder only • Either records of the selected folder AND records of the sub-folders. • To switch the display mode, click on the icon ‘Display contents of sub-folders’ in the icon bar
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■ Examples :
Name of the selected folder
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Records displayed without mode
Records displayed with mode
Recipients
Recipients
Recipients + 1A + 1-B + 1-C + 2-B + 2-C
1-A
1-A
1-A
1-B
1-B
1-B + 2-B
1-C
1-C
1-C + 2-C
2-B
2-B
2-B
2-C
2-C
2-C
IV.6. Sorting ■ Sort a list with the columns labels • Click on the label of the column to sort the records. A blue arrow indicates the sorting order. Click on a second time to switch the order (A>Z / Za) Click on Next Check the size option Click on Finish
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V.5. Control group
Extra population
Edit the dynamic condition
Allows to select a list as a control group
Allows to filter the control population
Select an existing list (see Lists) or click on the folder icon to add one
Click on Edit the dynamic condition
Create the query (see Filtering criterias)
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V.6. Seed addresses In the direct mail campaigns, you can use control addresses, called « seed addresses », to prevent any abusive use of the data. These are additional addresses (other than your targets), inserted on purpose into the database to detect any abuse or to confirm the correct receipt of the campaign.
Import seed templates The link Import seed templates allows to insert addresses previously created through the Explorer (Resources / Campaign management / Seed addresses) or through a file import.
Add seed addresses
By clicking Add, you can manually insert seed addresses
In the Recipient tab enter the informations: Last name, First name, email, postal address...
In the Adress fields tab enter the values which are going to be inserted in the delivery logs during the analysis phase
Dynamic condition on the seed addresses templates
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Click on Edit the dynamic condition Create the query (see Filtering criterias)
V.7. Approvals
Each step of a delivery can be subject to approval to secure campaign piloting and a complete control of the different treatments of the campaign: targeting, content approval, budget, file extraction or proof sending.
Email notifications are sent to a specific user list or a single user (« Neolane operator ») to warn them of an approval request. This messages are sent to the operators for each treatment into which an approval process has been activated. Approvals can be activated into the campaign model, each campaign or each delivery.
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V.7. Approvals If the validating operator cannot be found, the campaign assignee will be in charge of the approval. Notifications will be sent to him. To define several operators, click on the Edit... link on the right of the field and add as many operators as necessary.
Check the different treatments subject to approval
Approval mode: send approval notifications each time the Workflow is started. There are several Approval modes:
Automatic (default): allows to send an email approval notification and request approval on the dashboard for each delivery Manual: no email notifications, but ask to Submit for approval
To avoid sending notifications:
By default, email notifications are sent if the corresponding approval is activated. It is possible to disable email notifications to authorize dashboard approvals only To do this, check Do not enable notification sending
Enable individual approval on associated deliveries:
Check Enable individual approval on each associated deliveries to receive a notification for each delivery If the box is unchecked, the only notifications which will be sent will be for the main delivery
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V.8. Documents Documents (used by Neolane operators) and delivery outlines a.
Delivery outlines
Group of elements (documents, vouchers, etc.) created by the company for the campaign event. We can associate one or several offers to the campaign.
Click on Add a delivery outline
Click on the save button
Click on New delivery outline
In the right part, enter the label of the outline, the estimated provisional cost and a description
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V.8. Documents b.
Documents
One or several can be associated to a Marketing campaign, a meeting summary, a brief, a layout. Any format is accepted: Microsoft Word files, Powerpoint, images, PDF, etc.
Click on Add Select the document to import and click Open The file is uploaded to the server, click on Close once its finished
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V.9. Budget Budget Costs can be commited on the marketing plan, program, campaigns and deliveries level. Depending on the progress of the linked task, the status cost can be updated. Based on the commitment level, a cost can be planned, commited or reserved for an upcoming action. When a task is finished, the amount is then spent (and might be billed).
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V.10. Targeting and Workflow
A Workflow allows tasks automation, for instance to execute deliveries, manipulate files, approve campaigns, notify operators, etc. Workflows in a diagram into which activities are associated, linked to each others with transitions.
The left part of the editor contains a graphical object library representing activities. The first tab regroups targeting activities, and the third one the flow control.
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V.11. Create a simple targeting workflow
•
Insert a Query activity dragging and dropping the activity on the diagram
•
Double click on the query to edit it
Click on the link Edit query to specify the target type
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V.12. Targeting and filtering dimension Targeting and filtering dimension allow to select the recipient of the delivery being created. Dimension selection:
Targeting dimension: select the data schema (main table) of the target
Filtering dimension: allow to filter depending on a table linked to the targeting dimension (for instance, if the targeting dimension concerns the Recipients, we could specify a filtering dimension on subscriptions, lists, purchases, etc.)
List of restriction filters:
Filtering conditions: query editor allowing simple or advanced queries creation
Subscribers of an information service: to target all the subscribers of a given service, a newsletter for example.
Recipients of deliveries belonging to a folder: to select one or several folders containing « Deliveries » to relaunch previously targeted populations. We can specify the recipients behavior from a dropdown list, only openers or clickers for instance…
Recipients of a delivery: In this case we will target the recipients of a previous delivery (e.g. previous newsletter). We can also specify the recipients behavior, such as the recipients who clicked into the message.
Recipients included in a folder: target the recipients of the selected folder
A recipient: select one recipient only, for test purpose
A recipient list: allow to select a group (list) of contacts
User filters: use predefined filters as filtering criterias
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V.13. Filtering criterias: Simple filters Filtering criterias – Adobe campaign query editor Filtering criterias allows, from a query or queries combination, to define the targeted population. Simple filters
Double click on Filtering conditions
Click on the first column Expression and then on Edit expression
Select the field on which you want to query and click on Finish
In the Operator column, choose an operator into the dropdown list (equal to, greater than, is empty, included in...)
Into the Value column, enter or select through the list the value to test
Click on the add button to insert another condition (And, Or, Except) or click Finish to finalize the targeting
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V.14. Filtering criterias: simple filter example Example 1. Mens having more than 25 years
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V.15. Filtering criterias: advanced filters and example
Advanced filters Once the different conditions have been added into the query, you have the possibility to add parenthesis levels to regroup them. To do that, select all the lines you wish to add into parenthesis and click on one of the arrows a parenthesis level Example 2. Womens between 20 and 30 years or between 40 and 50 years (included)
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to add or remove
V.16. Filtering criterias: Filters with functions Filters with functions In the Expression column, when you click the Edit expression button, you can specify an advanced selection
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V.16. Filtering criterias: Filters with functions Into Select an expression, click on Advanced selection©
You can select the formula type:
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V.16. Filtering criterias: Filters with functions
Field only: go to the editor
Aggregate: perform aggregate calculation (count, sum, maximum, minimum, average)
User filter: use predefined filters
Expression: Uses functions
SQL Code
When you choose Expression or SQL Code formula, you can edit the query:
Edit zone
List of functions
Available fields
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V.17. Filtering criterias: filters with functions example Example 3. Birthday query Goal: select people whose birthday is today: the birthdate is equal to the day and the month of the current date
In the first column Expression, click on Edit expression
In the window Edit expression, unfold the list of function and open the function folder of DATE type
Double click on Day (returns the number for the day of the date)
In the list of fields, double click on Birthdate
Click on Finish
Select «equal to »
Into the Value column, click on Edit expression again
In the list of functions double click on Day into the DATE type functions folder
Double click on GetDate (returns the date of the current day) and click on Finish
Repeat previous steps into a second condition using the Month function (which will return the number representing the month of the date)
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V.18. Direct mail delivery Direct mail delivery Adobe campaign allows to generate files to deliver massively personalized direct mails. The steps described below assume that every targeted recipient profile is stored into the database. The recipients profiles must at least contain a postal addresses and not be blacklisted.
Into the workflow, insert a « Direct mail » activity linked to the query
Double click on the activity to set the delivery
Select the delivery template: the default model is Deliver by direct mail, but you can find any previously created template in the list.
Enter the delivery label
The delivery code, the nature and the description are optional
Click on continue
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V.18. Direct mail delivery Delivery target Population resulting from upstream targeting (default) : recover the population targeted through the query of the previous activity
Click on the link « To » to enter a target, if it’s not specified into the previous activity
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V.18. Direct mail delivery
Main target: • Population resulting from upstream targeting (default) • Defined in the database: targets on the database
Target of the proofs: enter the proof target
Exclusions: set the exclusions rules applied to the recipients profiles
Control group: same as the Campaign dashboard settings
Seed addresses: to prevent any abusive use of your datas
Schedule
Extraction request: select the date where the file must be extracted
Contact date: date when the file will be sent to the service provider
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V.18. Direct mail delivery Extraction
File: Name of the extracted file. It will always be stored on the Adobe Campaign server (therefore not locally).
Requested quantity: Limits the size of the population to extract.
Select a delivery outline: selected a previously made outline
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V.18. Direct mail delivery
Edit the extracted file format: this file indicates the datas (columns) to extract, their order, define separators... If a service provider has been defined, the extracted file format will then be automatically filled. If not, you have to specify the datas to be extracted: double click on the fields among available fields in the data model, to add them to the output columns.
Note: the postal address is defined into the calculated fields Line 1 to Line 7. The format depends on the postal standard of the country.
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V.18. Direct mail delivery Start the delivery
At any time, you can go back to the delivery settings by double clicking on it into the workflow.
In the diagram, add an End activity to end the workflow (simple workflow ).
Click on the Start button to launch it.
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V.18. Direct mail delivery If any approval steps have been set, you have to confirm them through the dashboard (or by email if your address has been associated to your operator profile by the administrator) to launch the delivery.
Click on the delivery label
Click on Approve content (for example)
In the window, choose Accept or Reject, add a commentary and click on Submit.
Do the same for every approval
Note: Do not hesitate to refresh the dashboard after each approval by clicking on Refresh © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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V.18. Direct mail delivery File extraction File extraction is now ready In the dashboard, you can:
Open the file: visualize the file format
Validate file: allow the final extraction of the file
Modify the format and launch extraction : modify the output columns format and relaunch extraction/approval
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V.19. E-mail delivery E-mail delivery Adobe Campaign allows to quickly and easily send personalized electronic messages. The steps described below assumes that every targeted recipients are stored into the database. Each recipient must have an email address and must not be blacklisted, otherwise they will be excluded. The E-mail principle is the same as the direct mail delivery.
Email delivery activity
Create a new Workflow
Insert one or several targeting queries
Insert an E-mail delivery activity
Double click on the activity to set the delivery
Select the delivery template
Add a label
The Delivery code as well as the description are optional
Click on continue
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V.19. E-mail delivery
Email header From: defines the name and address of the sender (your identity or your brand) as well as the reply address (optional). These informations will be displayed into the sent mail header. Sender and reply address has to exist on your mail server. Otherwise, sent messages will go into spams! © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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V.19. E-mail delivery
Enter the sender address and the address to which will be sent the replies. If the reply address is not mentioned, the sender address will be used as a reply address
Optional: enter the associated name of the sender address and the one associated to the reply address (e.g. « Customer care », name & surname…)
All these fields can be personalized with the Personnalization field, at the end of each line
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V.19. E-mail delivery
The For link is used to set the target
Main target: select the message recipients
Resulting from upstream targeting (default): the target is defined from the workflow query
Defined in the database: we define in this case target populations through the usual filtering tools
Delivery mapping: it indicates the schema (database table) which contains the necessary targeting address field for this channel, as well as the field which will automatically exclude the contacts in blacklist, etc.
The Recipients mapping is the default and will do the job most of the time.
Subscriptions: only to set subscriptions confirmations to a service
Operators : for notification and approval processes
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V.19. E-mail delivery
Include proof target in the main target: allows to add proof recipients (such as readers) to the main target Target of the proofs: define the proof target, if not already done into the campaign settings (see approvals) Exclusions: set the exclusion rules applied to the recipients profiles and restrict the delivery target Control group: same as for the campaign settings dashboard, but only for this delivery (the dashboard concerns all the deliveries of the campaign) Seed addresses: to prevent any abusive use of the datas See the Seed addresses settings from the campaign dashboard
Attachment You can add one or several files to the delivery Click on Add Select the file to import then click Open A download window pops up, click on close once the download is finished Repeat for every other attachment Click on OK to close the attachment edition window The name of the attachment can be calculated when when sending every message, and may vary depending on each recipient. It can be personalised and converted into PDF format when sent (option). In this case, this will be a calculated name. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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V.19. E-mail delivery Subject You can enter the subject of the mail directly in this field, or click on the link Subject to define a personalised content. The personalization field allows to insert database fields into the subject. They will be personalised when analyzing the delivery (before sending). During the delivery, the subject of the generated document will use the recipient profile information. We can test several profiles through the ‘Preview‘ tab, once the content of the message will be filled. Message content
By default, messages are sent with the « multipart alternative » type: if you have defined an HTML and a Text version, the displayed version will be the one that the recipient has set as favorite in his mail client. 2 versions (HTML and text) of your message will clearly contribute establishing a better deliverability.
HTML, Source and Preview tabs
HTML content: insert personalization fields, images… Recommended screens for simple contents.
Source: HTML and JavaScript typing. Recommended screens for complex contents.
Preview: To launch the preview, click on the Preview tab and choose a recipient with « Test personalization »
Text and Preview tabs
Text content: raw text (no image), possibility to add some personalized fields inside
Preview: see above
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V.19. E-mail delivery
In the edit zone, enter the HTML and/or text content of your delivery
You can insert personalization fields in both versions
Personalization fields: Message, Recipients, Include, Advanced properties, Add a script, Conditional content, Add current date
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V.19. E-mail delivery
Into the personalization fields menu, by clicking Include you’ll find personalization blocks: Mirror page, Greetings, Unsubscription link (Other… opens the navigation tree folder containing all the personalization blocks)
Click on Preview to visualize your email rendering
Click on « Test personalization »
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V.19. E-mail delivery
Select a recipient
See the preview
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V.19. E-mail delivery Tracking
Display URLs : the links (URLs) entered into the content are displayed through the checkbox Display URLs. The label can be modified, in order to identify a specific link.
URL label (which will be displayed into the reports) can be modified. It’s important to have a unique label for each link. Unsubscription links (opt-out) and mirror pages must be declared this way to be usable in the reports.
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V.19. E-mail delivery Start the delivery
Click on the Save button to save the delivery or OK if the delivery has already been saved.
At any time, it’s possible to go back into the delivery setting by double clicking on it into the Workflow.
Send messages: launch the Workflow by clicking on the Start icon
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V.19. Approvals
If approval steps has been set, you have to confirm them (through the dashboard or by email) to go on.
Click on Content approval (for example).
In the widow click Accept or Reject, add a commentary and click OK to approve
Repeat for every approval
Once the approvals have been made, the status of the delivery will change to: Ready to deliver
Click on Confirm delivery to launch the delivery
The emails delivery will then begin
Note: Default setting ask to approve targeting, content, budget (if present) and finally to confirm delivery of the messages. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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Started
Retry pending
Retry in progress
Si clic sur ‘Annuler’
Ready to be delivered
Si clic sur ‘Annuler’
Analysis
Si erreur(s)
Being edited
Si clic sur ‘Annuler’
Start pending
V.20. Delivery main phases schema
Targeting, contents, Proof…
Follow-up, retry, schedule…
CREATION DATE
START DATE
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Profiles enrichment, reporting VALIDITY LIMIT
VI. Neolane Social Marketing Introduction Neolane Social Marketing application (social network management) allows you to interact with your clients and prospects through Facebook and Twitter. 1.
Send messages
Neolane Social Marketing can send messages to Facebook and Twitter.
You can send directly from Adobe Campaign publications on your Facebook pages walls, and tweets on your Twitter accounts.
You can also send direct messages to all of your Twitter account subscribers.
2.
Get new contacts
Neolane Social Marketing also propose an easy way of acquiring new contacts from Facebook. You can contact facebook users and ask them to share their profile informations. In case they accept, their informations will be recovered by/into Adobe Campaign. From this starting point, you can perform targeting operations based on these informations and setup cross-canal strategies.
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VI.1. Publish on Facebook Publish on Facebook Once the setup is done, Neolane Social Marketing can send publications on your Facebook pages walls. Limitations The following limitations are inherent Facebook constraints:
Message length cannot exceed 1000 characters.
HTML format is not supported.
1. Create the delivery Create a new delivery based on Publish to a brand page.
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VI.1. Publish on Facebook 2. Choose the main target You have to select the pages you wish to publish on.
Click on the For link
Click on Add
Select a Facebook page
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VI.1. Publish on Facebook
Choose the folder containing the Facebook page. By default, all the pages are stored on the root of the Facebook services folder. Select the Facebook page on which you wish to publish afterwards.
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VI.1. Publish on Facebook Choose proofs target Target of the proofs tab allows to define the Facebook page on which you want to perform your tests before the final delivery. It is recommended to create a private Facebook page, dedicated to proofs publishing. Proof target selection steps are the same as for the main target.
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VI.1. Publish on Facebook Define the message content Select the publication type with the dropdown menu Content type.
Two types of deliveries are available: •
Status
•
Link
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VI.2. Publish a status on Facebook Publish a status A delivery of status type can contain some text and an additional link (the « Special offers » link in our case). Correlations between the Edit message screen fields and the final publication on Facebook are shown below:
Fill in the different available fields: 1.
Enter the publication status in the Status field.
2.
In the Action, fill in the URL link label which will appear in the right down corner of the publication. (URL must begin by "http://" ou "https://".)
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Status text
Label and optional action link
VI.3. Publish a link on Facebook Publish a link A delivery of type link can contain text, image and liens. Correlations between the Edit message screen fields and the final publication on Facebook are shown below :
Fill in the available fields: 1.
In the Link field, enter the URL to where the image redirects.
2.
In the Name field, enter the text which will be displayed under the page name. This text will stand for the commentary which is added upon publishing from Facebook.
3.
In the Image field, type in the image URL which will appear on the left hand of the publication. The image must be hosted on a public internet website, for Facebook to be able to download it.
4.
In the field Caption, enter the link label which will be displayed next to the right of the image.
5.
In Description, enter the text displayed under the title.
6.
Into Action, finally enter the label and the URL link shown under the publication.
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VI.3. Publish a link on Facebook Preview Preview allows to visualize the publication rendering. 1. 2. 3. 4.
Click on Preview. Click on the dropdown menu Test personalization and select Service. In the field Folder, select the folder containing your Facebook pages. By default, pages are stored at the root of the Facebook services folder. Select the Facebook page you want to preview on.
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VI.3. Publish a link on Facebook Configure the tracking The tracking is a statistic data taken in account in the delivery reports and into the Edit > Tracking tab of the service and delivery. - Delivery URL clicks (Main link and action) are measured by Adobe Campaign. - Number of clicks on the Like button, the number of commentaries as well as fans are measured by Facebook.
Send the message 1.
Once the content has been validated, click on Send.
2.
Choose Deliver as soon as possible (or Postpone the delivery) and click on Analyze.
3.
Once the analysis is finished, check the result.
4.
Finally click on Confirm delivery, then on OK.
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VI.4. Publish on Twitter Publish on your Twitter account Once the setup has been made, Neolane Social Marketing can send tweets on your Twitter account. Limitations The following limitations are inherent Facebook constraints:
Message length cannot exceed 1000 characters.
HTML format is not supported.
Create the delivery Create a new delivery based on the delivery template Tweet (twitter). Choose main target Select the recipient account of the tweet.
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VI.4. Publish on Twitter 1.
Click on the For link.
2.
Click on Add.
3.
Select a Twitter account.
4.
In the Folder field, choose the services folder containing the Twitter account. And select the Twitter account on which you wish to send the tweet.
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VI.4. Publish on Twitter
Choose Proof target Target of the proof tab allows to define the Twitter account on which we will perform the test before sending. It is recommended to create a private Twitter account, dedicated to proof sending.
Define the message content Enter the tweet content into the Content tab.
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VI.4. Publish on Twitter Preview Preview tab allows to visualize the tweet rendering. 1. Click on the Preview tab. 2. Open the dropdown menu Test personalization and select Service. 3. In the Folder field, choose the services folder containing the Twitter account. 4. Select the Twitter account to preview the message.
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VI.4. Publish on Twitter
Send the message 1. 2. 3.
Once the content has been validated, click on Send. Choose Deliver as soon as possible then click on Analyze. Once the analysis is finished, check the result.
Send direct messages to your subscribers For each subscriber, Adobe Campaign retrieves the following informations: •
Origin: name of the social network (Twitter, in this case)
•
External Id: user identifier
•
Username: user account name
•
Full name: user name
•
Language : user language
•
Number of friends: number of subscribers to the Twitter account
•
Time zone: user time zone
•
Checked: indicates if the user possesses a verified Twitter account
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VI.4. Publish on Twitter Limitations The following limitations are inherent Twitter constraints: •
Message length cannot exceed 140 characters.
•
HTML format is not supported.
•
It’s impossible to to send more than 250 direct messages a day. In order to not exceed this limit, it’s possible to send using multiple waves. The setup is done the same way as for email delivery.
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VI.4. Publish on Twitter Create the delivery Create a new delivery based on the Tweet (Direct Message) template.
Choose the main target Select subscribers that will be the direct message recipients.
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VI.4. Publish on Twitter 1.
Click on For.
2.
Click on Add.
3.
Set the targeting: select Twitter subscribers to send a direct message to all of the account.
Create the message content Enter the content of the tweet in the Content tab.
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VI.4. Publish on Twitter As for an email delivery, it is possible to use the personalization fields, for example, if you wish to add the subscriber name in the message body.
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VII. Web applications Overview and goal of the web applications Web applications to Create forms: data update and harvest, subscription and unsubscription to a service, surveys… Main functionalities:
Multi-langual forms, with a built-in translation tool
Graphical interface of page management, multi-column layout
Personalized rendering and fields positioning
Conditional display of the form fields depending on the answers
Questions randomizer
Information checking before validation, depending on the required data type (number, email address, date…) and mandatory fields
Messages personalization errors, confirmations…
Optionally, Neolane Survey Manager proposes extended functionalities: multi-pages form creation, page conditional display, dynamic extension of the database…
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VII.1. Creation steps Creation steps To create and publish a web form, and exploit the results, proceed as follows: 1.
Create the form page and its content (input fields, dropdown lists, questions, etc.)
2.
Set the answer storage. It’s possible to use a data preloading step to fill in the form with datas that already are in the database
3.
Personalize the rendering and position the fields
Example: creation of a web form to subscribe to a « Newsletter » service Access to Web Applications
■ ■ ■ ■
From the navigation tree: Resources / On-line / Web Applicaitons > New Or from the home page: Create / Web Application Select the template: New Web Application Defines the web form name and add a description, to identify the form afterwards ■ Save
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VII.1. Creation steps
Build the Web form, defines the diagram
A web application is built into a diagram that contains: HTML page where the webcontent will be defined, preloading and saving datas steps, tests… A web applications must contain at least the three following components: a page, a storage and an end page. Create into the Edit tab the following diagram, by drag and dropping every objects. The Storage was dropped to the extremity of the outbound transition of the Page, and the End on the extremity of the storage transition.
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VII.2. Create the page content
In this case, our form will contain the Name and Email fields. •
In the diagram, double-click on the Page object
•
Enter the title of the web page; in our case: « Adobe Newsletter subscription »
•
To create an input field on the user last name, click on the first icon of the bar to display the field creation wizard
•
Edit a recipient > Next
• •
Select the Last name Click on Finish
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VII.2. Create the page content •
Repeat previous steps for the email field
You can link this form to a service: therefore, the user validating the form will be a Newsletter subscriber.
In this case, the « Newsletter » service will previously have been created through Profiles and targets > Services and Subscriptions: •
Still in the Page, right-click > Advanced controls > Subscription
•
Enter a label, such as « I want to subscribe to the newsletter »
•
Select for the Service field « Newsletter ».
•
Click on Ok
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VII.3. Preview the web application
•
Save the diagram
•
In the Preview tab, the form preview is available:
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VII.4. Save entered datas
•
Go back into the Edit tab
The Storage activity we have positioned into the diagram allows to save the answers provided into the database. We have to declare a reconciliation key; it’s used to identify the profiles that might already be into the database to avoid generating doubles.
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VII.4. Save the data •
In the diagram, double-click on the Storage activity
•
Check the fields you want to use as reconciliation keys. In this case, we will choose the Email: if the user enters an address which is already in the database, we will consider that this is the same person (=> update); if the address does not exist, this will be a new record (=> insert).
•
Then specify the research folder: in which we will check if the respondents (email in our case) are already in the database. This is an optional folder; however, if the research folder is empty, we will search into all the « Recipient » folders. In case of doubles, only the first record will be updated !
•
Finally, enter the creation folder: in which we will insert the new records, respondents that are not into the database.
•
Ok •
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Save the diagram
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VII.5. Edit the End page
We will be able, through the End object, to display a confirmation or a thanks web page: •
Into the diagram, double-click on End •
The Use an external URL checkbox is used to redirect the user to another page (fill the page complete URL)
•
If the page is generated through Adobe Campaign, simply enter its title and content:
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VII.6. Publish and broadcast the Web applicaiton Publish pages To make the form available to all users, the web application which current state is « Being edited », has to be published. •
In the Web applications list, check that your application is highlighted and click on Publish.
•
Click on Start: the application is published, its state is now Online
Broadcast the Web application •
The Web application is now available from the outside, you can make its URL public. The form URL is displayed in Preview – but only take the characters after the « ? » in account !
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