[PDF] [PDF] Support de formation Neolane Campaign 61 - SOAP JavaScript

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



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[PDF] Support de formation Neolane Campaign 61 - SOAP JavaScript

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



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© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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

2 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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 p.114

4 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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 5 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

I.INTRODUCTION / Main functionalities

6 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. I. INTRODUCTION / Platform, applications and Adobe Campaign options 7 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

II. CLIENT INSTALLATION

Get the installation file through a web browser

Connection URL:

Enter the login and password of an Adobe Campaign operator 8 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

II.1. Download the Adobe Campaign client

9 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

II.2. Installation wizard

10

You can specify

the installation path © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. II.3. First launch of the Adobe Campaign client console 11

Launch the console

Neolane Client Console

Enter connection parameters

connection to the Adobe Campaign application server © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

II.4. Connections setup

12

Adobe Campaign v6) of the

connexion application server © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

II.5. Client connection to the database

13 parameters ' window : • Select the database

• Enter the user login

• Enter the user password

• Submit

The login define the set of rights (folders access, creating, modifying, consultating ...) for the user ( see 'Access management')

Password can be remembered

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III. FIRST STEPS WITH ADOBE CAMPAIGN

III.1. Home page

14 The platform multiple functionalities, distributed in universes: they are materialized through links located in the interface top banner

Navigation

Menus Title bar © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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. 15 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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. 16

Overview

of the recipients : By clicking on the Recipients menu, you can access to your contacts list. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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.

17 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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

18 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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

19 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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...). 20 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.4 Group type list

21
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. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.4 File type list

22
contracts, products...) From the home page, use the Profiles and targets / Lists menu

Select the source file and click on " Next »

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.4 File type list

23

Launch the import by clicking " Start »

Name the list and " Save »

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.5. Services & subscriptions

24

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 » © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.5. Services & subscriptions

25
From the home page, use the Profiles and targets menu Click on the " Create » button Create a service © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.5. Services & subscriptions

26

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). © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

27
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 © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

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

III.6. Jobs

28
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

29
Step

1: template selection

2. Choose a label for the import and

add a description if you wish.

1. Select the template to use.

Here : New text import.

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.

III.6. Jobs

30

Etape 2 : File to import

1.

Select the source file.

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). 2.

Click on Auto-Detect format

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

31

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.

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

32

Etape 3 : Field mapping

2. Select each field to import by

checking the box of the " source » column.

1. Select the schema(main table)

into which you want to import the data (i.e: Recipients (nms) for the recipients).

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.

4. For each imported field, it

is possible to modify the letter case by clicking in the

Transformation column.

5. Cliquer sur

Suivant.

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.

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

33

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.

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

34
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. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

35

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

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6.

36
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. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

37

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. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

III.6. Jobs

38

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. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

IV. The 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. 39

Explorer

© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

IV.1. Explorer interface

40

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

State bar

Menus

Icons bar

Tabs Title bar © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

IV.1. Explorer interface

41

Delivery list saved into 2013-

08. One of them (highlighted)

is selected

Details: informations of the

selected campaign into the list, split into thematic tabs (here, the Dashboard screen is displayed)

Navigation tree:

the node '2013-08' of the 'Campaignquotesdbs_dbs17.pdfusesText_23