Configuring Campaigns

Objective

After completing this lesson, you will be able to configure marketing campaigns to best suit your business needs

Campaign Configuration

In the Manage Your Solution app, you can find configuration apps that are required for the setup of campaigns under Configure Your Solution - Campaigns.

Screenshot of the Campaigns Configuration Steps screen.

Here is an overview of the configuration apps highlighted in the image above:

  1. Define Global Settings for Data Export: You can enable the latest export information and a file history download on the Campaign and Target Group details user interface.
  2. Manage Content Types: You can activate and deactivate predefined content types that are used in the Content Studio.
  3. Define Lead Qualification Levels: Allows you to define lead qualification levels to assign to actions in campaigns.
  4. Define Lead Categories: Define categories to assign to leads.
  5. Define Activity Categories: Define activity categories that enable you to group action tasks.
  6. Activate Campaign Triggers: Add and activate additional triggers for your trigger-based campaigns.
  7. Define Advertising Networks: Define the types of advertising networks that host your campaign advertisements.
  8. Define Campaign Categories and Actions: A category defines the basic behavior of the campaign you want to execute. Every category offers you a specific set of actions that you can use when you set up your campaign automation. You can activate and deactivate predefined campaign categories that have pre-assigned actions.
  9. Maintain "View in Browser" Link: Optional setting for "View in Browser" link in an email.

Setting Up Marketing Areas

In an end-to-end overview, it will become clear that the user with access to the interaction contacts through the appropriate marketing areas should be only allowed to process objects within these areas in a follow-up step.

Take a look at the following graphic:

Graphic shows marketing hierarchy with three steps: 1) User A authorized for Segmentation Profile with pre-filtered population. 2) User A creates Target Group. 3) User A starts Campaign, permission check performed per contact.

SAP Marketing Cloud can be set up so that the user is only allowed to filter on contacts within one marketing area using segmentation modeling. In the same marketing area, all further objects are going to be created as shown in the example above.

SAP Marketing Cloud could be also be set up so the segmentation profile shows a base population of interaction contact including all marketing areas, including the ones the user has no access to.

This allows you to filter on contacts which cannot be accessed in detail; respectively, it allows you to differentiate between the task of pure segmentation and other process steps like contact profiling or content creation.

In the graphic, the user only has access to one of the two shown contacts. User Aalso stays within the same marketing area while creating the target group and campaign and does not create the objects in another marketing area, which he could potentially have access to (the example relates to a single marketing area access).

Note

Please note the following for the campaign permission check processes:

If the marketing area usage is activated for the campaign configuration and execution, only permissions with marketing areas assignment are considered in the campaign execution. All permissions in the system without marketing area information are ignored.

Points to Consider When Using Marketing Areas

  • User and Authorizations: Marketing areas enable you to control access to data according to your users' authorizations and responsibilities along business processes.
  • Configuration Settings: This section contains the configuration activities related to marketing areas.
  • Best Practices for Data Separation by Marketing Area: If you want to use marketing areas to achieve an end-to-end data separation process spanning contacts, interactions, permissions, products and campaign execution, you should start by planning your requirements carefully.
  • Implications of Activating Marketing Areas in Campaign Execution: Important information about marketing permissions and campaign execution for customers with existing contact data.

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