1. Oracle Sales Cloud Sales campaign
November 2015 V1.0
Page No

2. Agenda Sales campaign overview Sales campaign creation process
2.1 Select Contacts
2.2 Design
2.3 Wrap up
© 2008 Capgemini. All rights reserved 2

3. 1. SALES CAMPAIGN OVERVIEW

4. Sales campaign overview
Sales campaign module allows sales representatives and sales managers to create mailings for reaching out their contacts within territories.
Exemple : Using sales campaigns, they invite contacts to an event or inform them about a product launch.
Sales campaign is an easy process : only 3 guided steps in order to launch a mailing to 500 contacts !
Features of a sales campaign include
The ability to target contacts from multiple sources including the contact repository, opportunity contact lists, and previous campaigns.
The option to personalize for individual contacts
The ability to schedule a campaign to launch on a specific date
Automated follow-up for specific response type

5. Sales campaign overview
Home-page > Sales campaigns

6. Sales campaigns overview
After selecting “Sales campaign” on the CRM home-page, you will reach a screen which displays a list of all sales campaigns you own that have been completed within the last three months.
When you select the “My Draft Campaigns” list in the Sales Campaigns work area, the application displays a list of all of the campaigns you own that are pending activation.
Otherwise, you have to select to generate a new one !
An easy guided process will appear with 3 steps to follow
Select Contacts
Design s
Wrap up

7. 2. SALES CAMPAIGN CREATION
Select Contacts

8. Select contacts
First step to follow in order to create a sales campaign will be the selection of the contacts you want to include in the mailing.
You can select a specific set of contacts to include in a sales campaign, or you can decide to include all contacts from a previously created sales campaign.
For example, from the Contacts sub tab, you can search for contacts by Record Set, Name or Account. You can add additional search criteria fields by clicking the “Add” button. This action allows you to further segment and target specific contacts to include search criteria such as City, Country, Creation Date, Buying Role, and so on to further refine your search.
By selecting the Previous Campaigns sub tab, you can select the campaign you want from the Campaign Name list
You can then select and apply the contacts to your campaign.
If you don’t find your contact into the search results, you can click ”Create Contact” to add it to your sales campaign.

9. Select contacts
In order to deliver personalized filter criteria, it is possible to add any BI report to the Sales Campaign page and enable the selection of the corresponding contacts which will be added to the created campaign. You have to select the button ‘Add Segment’ included in the Sales Campaign.
After selecting this option, the BI report will be displayed and you will be able to add contact records to the campaign.

10. 2. SALES CAMPAIGN CREATION
Design

11. Design
Second step to follow is to design which will be used for the sales campaign.
The CRM displays the most used template but if you want to choose another one, you can select it with the menu Actions -> Change Template

12. Design
All the available templates are displayed : you can choose one and customize it by adding new fields.
To create the content of your campaign, you can add any combination of the elements that follows :
Images
Merge fields
Response forms
Standard, dynamic, and ad hoc URLs
Conditional content
Attachments

13. Design
If you want to add a new template, go on your navigator and select the menu « Setup and maintenance » and select the task « Manage Marketing Treatment Templates ».
The icon will allow you to up-load a HTML document.

14. Design
When you create a sales campaign, you may want to be notified automatically when a targeted contact responds in a specific way. You can associate follow-up actions with specific responses, so that the follow-up action is triggered automatically when a contact responds to your campaign . Response Form You can include response forms in the content of your campaign. These appear to recipients as hyperlinks that they can click within the . Every click is recorded, and used to track usage statistics. In addition, each response can also trigger an associated action to be performed automatically. Follow-up Action Follow-up actions are predefined actions that can be triggered by contacts' responses. The purpose of these actions is to inform you, the creator of the campaign, when a particular contact clicks a specific response. You can choose to receive this information in an notification that will appear in your Inbox, or by the creation of a call-back activity that will appear in your worklist. In either case, the information you receive includes campaign details, contact details, the specific response that the contact clicked, and the date and time of that click.

15. Design
Insert response forms as active links in your content. When a contact clicks one of the links, a specific response is automatically generated. All such responses are gathered and monitored, to track contacts' actions.
Insert a response form to your sales campaign as follows :
Place your cursor in the area of the template where you want to insert a response form link.
Click Insert Elements and from the Show field, select Response Forms.
Select the response form you want and click Insert. Repeat this step if you want to include another response form, and click Done when finished.
An active link will be created on the template. Every time your contact click on it, the system will take into account his request and inform it with the following message.
You can associate follow-up tasks to customer response forms on an template when creating a sales campaign. This customization is done on wrap-up step of the sales campaign process.

16. Pop up window linked to the response form « Forward to friend »
Design
If your contact select the response form « Forward to friend », then a pop-up window will appear and he has to fill-up adress to which the sales campaign mailing will be sent to.
Pop up window linked to the response form « Forward to friend »
You can decide with a merge field the place where the personal message will be displayed in the mailing
Your contact can add a personal message to his friend, which will be included in the mailing.
When you design the , you have to decide where this personal message will be displayed in the . In order to do that, you have to select a merge field called « Forwarder message ». The following text will be insert on the template : ${Standard.ForwarderMessage}.
This standard merge field is replaced with any optional text the contact might enter when he forward the campaign to his friend using the Forward to Friend link

17. Design
Merge fields Personalize your message body by adding placeholders from a list of merge fields, such as the recipient's first name. Merge fields are standard sets of attributes pertaining to an individual contact. You can insert them into your content. When you launch the campaign, merge fields are dynamically populated directly from the database.

18. Design e-mail Adding Personalized Text
In addition to standard merge fields that will automatically populate contact data, you want to add a more personal touch, for a selected few contacts, to the otherwise generic content.
Create a campaign, enter the details, select all the contacts for the campaign (not just the ones to whom you will send a personalized message) and, optionally, choose a template.
When you edit the content, add the personalized text merge field where you want the personalized text to appear.
When you enter advanced options, locate the contact for whom you want to create a personal text in the list of contacts. Click the edit icon in the Personalize column to open a new HTML editor window where you can enter a message for the selected contact. You can apply styles just as in the common area of the . You can preview and edit the personal message until you have what you want. You can repeat this step to create individual personal messages for as many contacts as you choose.
Register here your personalize message

19. Design
Inside the template you have chosen, you can add some images, attachments and URL links.
Standard or dynamics URL
You can add any of the following types of URL :
Standard URLs are predefined and commonly used across the enterprise.
A dynamic URL is a type of standard URL where content is inserted when the is sent.
By default, all standard URLs are tracked automatically. You can optionally enable disable URLs tracking. With tracking enabled, every time a contact clicks a link in a campaign , the click is recorded as a specific response, together with details pertaining to the URL.
Images
Add graphic images to your . You can select a local file and upload it to the server. Specify the size and placement of the image.
Attachments
To send documents, such as attachments with your campaign, you can select a file from your own desktop; the file will be added to the content library for use during delivery.

20. Design
You can also personnalize the mailing by register the mail box of the sender and also the message subject which will appear on the mail title your contacts will receive.
Sender mail box
By default, it’s the mailbox of the creator of the campaign but you can overwrite it.
Subject
By default, it’s the name of the creator of the sales campaign followed by the date of the day. The value of this field could be also modified.

21. Design
When you have register all your customizations, you can have a preview of your . To access to it, you can click on Actions and select the functionnality « Preview ».
Inside this screen, you can also send a test before submitting the sales campaign.

22. 2. SALES CAMPAIGN CREATION
Wrap-up

23. Wrap up
The last step to follow in order to create a sales campaign is called « Wrap-up ». In this screen, you can register all the campaign details :
Name of the sales campaign (it will not appear on the mail sent to customers)
Description
Launch date : it’s possible to launch it immediatly or to program it at a later date.
You can also select the follow up actions needed
After register all the datas, you can click « Submit ».

24. Wrap-up
You can associate follow-up tasks to customer response forms on an template when creating a sales campaign.
For example, during the final wrap-up step of the sales campaign process, you decide to associate one of the following tasks to the customer response forms you inserted from the Design step :
Create call back task
Receive notification
Add a follow-up task for your customer response form as follows :
Go to the Design  step and select a template to use.
Select the response form you want, and click Insert. Repeat this step if you want to include another response form, and click Done when finished.
From the Wrap Up step, go to the My Follow-Up Actions , Customer Responses area.
From the Actions list, select the follow-up action you want to associate for each of the customer response forms you previously inserted in your template.
Depending on the chosen option, a call back task will be created or you will receive an notification.

25. Wrap-up
Once you have launched your sales campaign, you can follow the customer responses.
Go to the response tab of the sales campaign