Duration

2 days

Course Description

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 Operations8 and the IBM Unica Marketing Operations 8 Architecture and Installation classes.

Audience

This intermediate course is for IBM Unica Marketing Operations Administrators.

Pre-requisites

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 Objective

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

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

Programme scope, delivery arrangements and suitability are confirmed during enquiry.