Campaign Manager v2.9 New Features Overview

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21 Φεβ 2014 (πριν από 7 χρόνια και 6 μήνες)

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SDL Proprietary and Confidential

SDL Proprietary and Confidential

Manager v2.9

New Features Overview

Presented by: Dave Hitchins

Product Manager

Feature Request Process

Customer logs feature request with Support

Support allocates to Product Owner

Product Owner triages within five days

Adds comment and allocates back to Support to communicate back:

Request for further detail

Accept, categorise, rank and add to product back backlog

Already in development

Reject with reason e.g. Conflicts with road map, too expensive, platform
compatibility etc.

Feature allocated to a release by Product Owner

notified when feature is included in upcoming release

Feature Requests

Best Practice

Include detail and background

What is the user story?

How it would benefit existing customers?

How will it help to win new customers?

Even if it has been logged before, add your own detail to the story

Chase status update if you haven't heard back from Support within two

SDL Campaign Manager 2013 R1



Extended Administration area

Support for Engine row/column

Drill Query node for segment documents

Support for multiple Email Manager accounts in CM/CA/ERI

Kettle integration for post processing in file export

Kettle Integration for Omni

Campaign Archive Management

Campaign seed
functionality for all Channel

ERI v2.0.0

Enhancements and support for multiple EM Accounts

CM 2013 R1

Silverlight 5 Support

Silverlight 5 now the pre
requisite version

Silverlight 4 no longer supported

User will receive appropriate error messages

Improved memory management in Silverlight 5

CM 2013 R1

Extended Client Administration


User Creation/Security/Groups

Parity with the exiting Silverlight based Admin

Email Manager Account Links

Supports an EM URL per Client Silo

Creation connection configuration to an account in that URL

Permissions of user to the link

Campaign History Roll

Select Campaign to be rolled off/purged

View Status, ID, records in History

Used in conjunction with iLoader command

External Agents

Allows configuration of Kettle jobs/transformation

Grant permissions to the jobs for each user

CM 2013 R1

Engine Row/Column security

Extended Admin area allows association of
CMA user with Engine

association with CMA user allows easier

Better Engine user flexibility, not restricted to SYSTEM only.

Allows CMA to use Engine User Security.

Note that CMA does create a number of “sessions” for each user, so
the default connections may
eed to be raised for new Engine Users.

No major changes to existing Engine Security

set up as before via AMC

CM 2013 R1

Engine Row/Column security

Customer Analytics

All nodes respect the Engine Security of the “interactive” user.

All active documents will
respect the Engine Security of the logged in
user at run time.

Engineering nodes calculate “real” data based on the user, not a
SYSTEM created column with security applied afterwards.

Has deletion implications as per AMS on named columns, where a user
cannot delete another users column.

Scheduled Documents are run as the Document Owner.

CM 2013 R1

Engine Row/Column security

Campaign Manager

All nodes respect the Engine Security of the logged in user.

Campaign Owner governs the user id under which the campaign will

CM 2013 R1

Engine Row/Column security

Document Management

Key Points

User cannot open documents containing columns they don’t have rights
to. An error message is displayed to the user.

An error event is also logged to System Log, containing user and
column in question.

Scheduled documents have a “Document Owner” that the scheduled
will run under regardless of who last saved it.

It should be stressed that document management and document folder
permissions are key to avoid confusion.

CM 2013 R1

Drill Query

New Segment tool to allow “
rill Query” analysis

Business need to
reduce viewable values in a column to show only
those that have a count greater than zero

Accepts Column objects as only input

Allows view of Current column based on previous criteria

Internally it operates by calculating multiple crosstabs

Allows selection of Count for each “Drill

Focused on visualization and train of thought analysis

Shows individual and running total counts

Document can be

Saved as Template

Used as a segment node i.e. Campaign Audience, report filter

CM 2013 R1

Drill Query

Support for Multiple Email

Previous limitation was the configuration of only a single Email
Manager account to send emails from. Many companies run
multiple accounts for different activity i.e. Acquisition, Services etc

Access to the accounts is granted at a user permissions level via
Extended Admin

“Email Manager Account Link
” is still set up by Deployer as
before, subsequent accounts added afterwards

For upgrades the existing single configuration is extracted and
converted to an EM Account Link (default name “Existing EM
Link”) which can be edited afterwards if required.

Email Manger

Campaign Manager

Selection is made as the first tab of a Send a message tactic.

Example below has a choice of 4.

Selecting an account then populates the subsequent tabs

Manager Accounts

Customer Analytics

Selection of EM Account in the CA tool is also a simple drop

After selection of the EM Account, the tool operates as before.

CM 2013 R1

File Tactic post processing

to call a Pentaho Kettle
job on the existing file tactic.

Kettle not a pre
requisite for install and if not used will be invisible to users

Install/configuration documentation available.

required on the Application/Web server.

transformation jobs are created within

These can be configured in the HTML 5 Admin tool with access based on
the existing permissions model.

If selected, the Kettle script is called by the tactic after completion of the file

Kettle script would simply perform against the

CM 2013 R1

File export post processing

to call a Pentaho Kettle job on
the existing file tactic

Ability to harness he power of the ETL tool to carry out post processing, rich
formatting, file transfer, integration with ESP etc

On the File Tactic, a new “Agent” tab is created if there are Kettle jobs available to
the user

CM 2013 R1

Omni Tactic

Business need to send and report on tactics from multiple channels

A comprehensive list of new Channel Types now available

Only visible based on having Kettle jobs configured and by user
permissions to those jobs

They are basically “cloned/branded” file export tactics

They require Kettle jobs to actually deploy via their channel

2013 R1

Omni Tactic

SDL CM 2013 R1

Campaign History Management

No History Campaign execution

Ability to execute campaign that will not produce any History.

_TacticOutputTables are deleted after implementation of the tactic within
the campaign.

On by default

Campaign State removal

As a Campaign runs, its recipient state exists in ‘hidden’ Engine state
Tables; on completion this data may not be required.

Users are now able to easily remove these state tables

CM 2013 R1


Seed functionality is available on all Tactic types

Seeds are randomly inserted in the output

Seed functionality does not create sample data

All values must be supplied in the seeds file

Seed file must exists in Document Store as .csv or .txt

Example Seed File with possible inputs


Campaign Attributes



CM 2013 R1


Email Response Import v2.0.0

Status released

ERI v2.0.0 consists of 3 components.

Installer for ERI Applet to AMC.

iLoader Script
set for data engineering.

Dashboard Document Pack.

Changes from ERI 1.0

Security now linked to SDL CM Email Account Link admin.

SDL CM 2.9 is therefore a pre

Gives support for multiple EM Accounts

Use new EM API for data download.

New persistence layer for configuration and scheduled jobs.

SDL Campaign Manager 2.9

Operational API

Designed for access

By any of the most common development systems

Inline and online Documentation

As new methods are created the documentation is automatically updated

install site>/

Inline live examples of method calls

Access controlled by user tokens

If a users access is restricted

Targeted at integration of the IMS CM into the broader eco system

Fetch Information from Campaigns

Raise event

Control Campaign operation

SDL Campaign Manager 2.9

ettle Integrations

Pentaho Kettle

ETL Tool

Fully functional

Extendible through the creation of plugins


and resilient

multiple threads and servers

Current integrations

example script using existing Kettle functionality

MS Dynamics

example script using existing Kettle functionality

iLoader Plugin

Plugin built by development to facilitate easy loading of data
via iLoader.

Pentaho Kettle Document delivered with V2.9

Please read

SDL Campaign Manager v2.9


SDL CM 2.9.0 released GA on Friday 3

May 2013

Documentation deliverables for CM

SDL Campaign Manager 2.9.0 Release

Campaign Manager 2.9.0 Installation and Upgrade

SDL Campaign Manager 2.9.0 Administration

SDL Campaign Manager Architecture

SDL Campaign Manager Load Process and Data Structure

SDL Campaign Manager 2.9.0 API Introduction


Configuring Pentaho Kettle for use with SDL Campaign

SDL Campaign Manager 2.9

Thank you for your attention

Any Questions?

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