Online Marketing Rel 9.1

In this course you will learn how to create all the elements of a successful online campaign using PeopleSoft 9.1 Online Marketing. You will understand the ways in which the Online Marketing application complements and extends the base PeopleSoft Marketing application. You will also discover how to use profile fields to define and record your own categories of information, such as specific types of customer preferences, and include these fields in web surveys. Additionally, you will see how to construct a precise target audience for a campaign using easy and clear filtering criteria.

Next, learn how to create email templates and how to include tags that provide easy email personalization. You can also create a variety of web pages for your campaign, including survey forms and information pages. Then you are ready to put all these building blocks together using an easy drag and drop interface to construct your online marketing campaign. After creating your campaign, you will learn how to monitor the system, check your dialog status, and use reports to understand and see the results of your campaign. Lastly, there is additional material covering the Workforce Communications application, which you can use in conjunction with Online Marketing to plan, deliver, and analyze HR programs and surveys.

Audience

• Technical Administrator
• Technical Consultant
• Functional Implementer
• Business Analysts
• Administrator

Course Topics Understanding PeopleSoft Online Marketing

• Describing PeopleSoft Online Marketing
• Describing the Relationship between PeopleSoft Online Marketing and PeopleSoft Marketing
• Describing other PeopleSoft Products that Leverage Online Marketing

Business Process Overview

• Describing the Online Marketing Business Process Flow
• Describing Online Marketing Profiles
• Describing Online Marketing Audiences
• Describing Online Marketing Documents and Dialogs
• Describing Online Marketing Control Center Operations
• Describing Online Marketing Integrations

Defining Online Marketing Architecture, Utilities, and Operations

• Describing the PeopleSoft Online Marketing Technical Architecture
• Identifying the Operation of the Mailcaster, Single Mailer, and Frequency Mailer
• Identifying the Operation of the Email Response Processor

Setting Up the Online Marketing System

• Defining Online Marketing Security and User Permissions
• Defining Setup Data
• Defining Data Import
• Defining Online Marketing Profiles
• Defining Audiences

Defining Documents for Online Dialogs

• Defining and Creating Email Documents
• Defining and Creating Web Templates
• Defining and Creating Web Documents

Defining Dialogs

• Defining Dialogs
• Creating an Online Marketing Dialog
• Describing Dialog Flow and Components
• Defining Dialog Statuses
• Comparing Live and In Design Dialogs
• Describing the Process For Importing and Exporting Dialogs

Taking the Dialog Live

• Modifying Dialogs
• Checking Dialogs
• Testing the Dialog and Taking it Live

Analyzing Dialog Results

• Describing Interactive Reports
• Using Interactive Reports with Online Marketing

Online Marketing Management, Extension Options, and Utilities

• Identifying Control Center Operations
• Using Extensions
• Defining WatchDog Procedures for System Monitoring

Appendix: Workforce Communications

• Understanding Workforce Communications
• Setting Up Workforce Communications
• Creating Audiences for Workforce Communictions
• Working With Dialogs
• Analyzing Workforce Communications Results

Course Objectives

• Understand online marketing business processes
• Understand the difference between the PeopleSoft Marketing and Online Marketing applications
• Discover the power of using profile fields
• Learn how to create email templates
• Apply profile fields to personalize your email and web text
• Design your marketing campaign dialog
• Check and monitor system processes and dialog status
• Understand how to use reports to analyze campaign effectiveness
• Understand how to use the Workforce Communications application to produce and analyze HR programs and surveys.
• Learn how to create web pages