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Training Matt Jennings, Senior Product Trainer

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1 training Matt Jennings, Senior Product Trainer

2 OBJECTIVES Setting Expectations 1.Focus today is on “how to” steps for using Harmony 2.This is a hands-on, guided training 3.You will have time practice on your own after the training 4.Share your questions and answers in Ignite!

3 OBJECTIVES Things we’ll cover Business Units – Understanding how Harmony is organized Customer Profile Table – Importing data to a table Folders – Creating a folder and subfolder Lists – Creating a list and importing data Campaigns – Creating campaigns and messages Advanced Messaging – Creating content snippets and personalization *There will be additional training at a later date to cover Administration items, Reports and additional features

4 OBJECTIVES Harmony Terms HarmonyDREAMDREAMmail Business UnitsPartner/ClientClient/Site Folder Campaign TemplateMessage HTML Content Text Content Copy ModuleContent Segment Segmentation RuleSegmentFilter Customer ProfileProfile ListN/A ListSub ListStandard List Proof ListFriendly ListProof List Attribute Profile field

5 OBJECTIVES Login -

6 1data Headline BUs (Business Units) function as the main account Sub BUs can be created within a BU, with the BU as the parent account Although sub BUs show up within a parent BU, none of the properties or settings from the parent BU are inherited Business Units are created with Harmony’s BackOffice which is a separate site Business Units Administration

7 1data Business Unit Hierarchy Sub BU Parent BU Sub BU … tier

8 1data Sample Configuration Brand 2 APAC NA EMEA Brand 1 Brand 3 Corp Office

9 1data Sample Configuration 2 OTC meds FRS Health & Beauty Fall River Enterprises FRS Bank & Trust FRS Bank & Trust FRS Dairy Co FRS Dairy Co FRS Marketplace FRS Motors Grocery Mimi-mart Gas & Go NA EMEA Prescription meds FRS Mortgage FRS Savings Service Sales In-home treatments FRS Spa Pharma Vitamins

10 1data

11 1 DATA sFTP Site Holds the file until processed sFTP Site Holds the file until processed Customer Profile Table Stores a copy of data Customer Profile Table Stores a copy of data Data Architecture Components Harmony Grabs and processes the file and sends the data from the file to a list and the CPT Harmony Grabs and processes the file and sends the data from the file to a list and the CPT Data file is posted to the sFTP site List Stores a copy of data List Stores a copy of data

12 1 DATA Data Architecture Components Each BU and SubBU must be connected to an sFTP site SubBUs can either share the same repository with the BU OR each can have their own repository OR some combination of the above sFTP Holds the file until processed sFTP Holds the file until processed

13 1 DATA Data Architecture Components Every BU must be connected to a CPT SubBUs can either share the same CPT with the BU OR each can have their own CPT OR some combination of the above Customer Profile Table Stores a copy of data Customer Profile Table Stores a copy of data

14 1 DATA Required List and CPT Attributes CustomerKey Address

15 2folders

16 2 FOLDERS Creating a Folder In this section we’ll cover: Folders Store and organize your message elements Can be created within other folders Are required to save any message elements Items within a folder can be shared with other folders and BUs by using the Copy to and Move to icons at the bottom of the screen Let’s create a folder!

17 2 FOLDERS Folder Options Message Folder 1 Image Segments Message Folder 2 Image Segments

18 2 FOLDERS Folder Options Folder 2 Message 1 Folder 1 Message 2 Folder 3 Image 1 Image 2 Segment 1 Segment 2 Note: Message assets can reside in different folders and can be copied or moved to other BUs

19 1data Sub Folders Example Fillet Steak Milk Folder 1 Beef Folder 2 Pork Dairy Poultry Fish Dark Meat White Meat Wings Tilapia Buffalo BBQ T-Bone Bacon Chops

20 3lists

21 3 LISTS Lists Any data imported to a list is also automatically then uploaded to the associated CPT Importing to the Customer Profile Table Custom Attributes can be added Segmentation rules can be applied

22 3 LISTS Creating a Mailing List Types of Lists Mailing - Standard Mailing List used for deployment to subscribers Proof - A list of testers to receive the message before deployment Seed – A list of mock records used for proofing Suppression – Temporary “Do Not Send”. Subscribers on a suppression list will not be sent to, regardless of whether or not they are on the intended lists Follow My Lead!

23 3 LISTS Supported File Formats DelimiterSample Header Row Pipe _Address│First_Name│Gender│State York Semicolon _Address;First_Name;Gender;State York Tab _Address First_Name Gender State Matt male New York Comma _Address,First_Name,Gender,State York Double Pipe _Address││First_Name││Gender││State York Space _Address First_Name Gender State Matt male New York

24 3 LISTS Things to remember… CustomerKey and Address are required fields A list of Standard fields will be available in Ignite If an attribute isn’t segmentable, you will not be able to query on it later PII is only visible to users with certain levels of access

25 4campaigns

26 4 CAMPAIGNS Creating a Campaign In this section we’ll cover: Campaigns Text and HTML s are created here Text and HTML Content snippets are created here and can be used in any message within the same folder Images are uploaded, hosted and stored within campaigns

27 4 CAMPAIGNS Creating an Let’s take a look at the message creation process This is where we will: Configure message properties Select audience Upload content and track links Perform Spam Check analysis Preview, Proof, Approve and Deploy Follow My Lead!

28 4 CAMPAIGNS Things to remember You can copy or move a message to other folders settings can be saved and reused for other deployments Link Name, Tag and Description can be specified in the HTML and will populate in the Links Table

29 5advanced messaging

30 5 ADVANCED MESSAGING Beyond simple messaging In this section we’ll cover: Messaging Options Inserting existing html/text content Personalization using FreeMarker

31 5 ADVANCED MESSAGING FreeMarker Tags FreeMarker This syntax is used to personalize messages ${Attribute_Name} Try inserting this for the Address attribute Follow My Lead!

32 5 ADVANCED MESSAGING FreeMarker Tags You can also use a default, and format the text output ${Attribute_Name! ’ default ’ ?capitalize} Let’s add First_Name and create default with appropriate formatting Follow My Lead!

33 5 ADVANCED MESSAGING Things to remember FreeMarker Tags can be used for personalization using subscriber data, providing default values, and formatting text output FreeMarker Tags can be used to create dynamic message Visit the Personalization page in Ignite for more on FreeMarker Personalization Using FreeMarker course

34 additional resources

35 ADDITIONAL RESOURCES Ignite Harmony Questions are a forum in Ignite! Search Ignite for documentation or training Please visit ignite.epsilon.com for additional information about Harmony If you do not already have Ignite access, to get access

36 ADDITIONAL RESOURCES How can we improve? Let us know what we did right and how we can improve our programs! Please complete the evaluation form at the site below. Your feedback is appreciated! Log into the Learning Center with your username and password. Your evaluation will be in the MY LEARNING PLAN section…


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