Duration: 2 Days
This course provides instruction on the most common administrative tasks and functions in IBM Unica Marketing Operations. Participants focus on the design, creation, and management of templates for custom planning objects and marketing objects.
This course is one of three classes in the IBM Unica Marketing Operations8 learning series. To complete your learning you should also attend the Introduction to IBM Unica Marketing Operations 8 and the IBM Unica Marketing Operations 8 Architecture and Installation classes.
What You Will Learn
- Identify the key stages of the methodology used to build IBM Unica Marketing Operations templates
- Using the Form Editor to build custom forms
- Design metrics
- Build and administer custom marketing objects
- Build workflow templates
- Set up and manage security
- Manage asses libraries, alerts, accounts, searches, and lists
- Manage reporting
Audience
This intermediate course is for IBM Unica Marketing Operations Administrators.
Prerequistes
You should have:
- Knowledge on Introduction to IBM Unica Marketing Operations or equivalent.
- Understanding of your organization's use of IBM Unica Marketing Operations
- Knowledge of relational database and ability to write SQL
Familiarity with XML is desirable.
Course Outline
Introduction to IBM Unica Marketing Operations Templates
- Marketing Processes and Marketing Objects
- Components of Templates
- How a Template is Constructed
- Template Building Methodology
- Planning a New Template
Using the Form Editor
- Components of Forms
- Introduction to Form Editor and Form Building
- Creating a New Form
- Creating a Custom Form
- Creating a Grid Form
- Assembling a Template
- Editing Forms and Templates
- Managing Lookup Lists
- Multi-locale Support for Forms
Designing Metrics
- Metric Building Methodology
- Loading Metric Specifications
- Defining Metrics
- Defining Metric Templates
- Metric Rollups
- Exporting and Importing Metric Templates
- Campaign Metrics
Marketing Objects
- Marketing Object Basics
- Marketing Object Components and Procedure Summary
- Creating Marketing Objects
- Working With Marketing Object XML Files
- Marketing Object Templates
- Referencing Marketing Object Attributes on Forms
Additional Template Components
- Review: The Workflow Tab
- Review: Adding and Editing Workflow Tasks
- Review: Approval Tasks
- Creating Workflow Templates
- Project Request and Recipient Rules
- Customizable Alerts
Security
- Security Overview
- Roles
- Setting Up Groups and Users
- Setting Up a Security Policy and Assigning Roles
- Managing Access to Functional Areas of IBM Unica Marketing Operations
- Assigning Users to Security Roles
- How Security Roles Are Applied
- Applying Security to Templates
- Restricting Access to Team Member Selection
Administrative Settings
- Managing Alerts
- Customizing System-wide Alerts
- Managing Asset Libraries
- Managing Accounts
- Managing Lists
- Setting System-wide Non-work Dates
- Searching and Managing Published Searches
Reports Administration
- Structure and Content of IBM Unica Marketing Operations Standard Reports
- The IBM Unica Marketing Operations Data Model
- Modifying Reports
Course Labs
