Campaign Manager v2.9 New Features Overview

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SDL Proprietary and Confidential

SDL Proprietary and Confidential

Campaign
Manager v2.9

New Features Overview


Presented by: Dave Hitchins

Product Manager


Feature Request Process

1.
Customer logs feature request with Support

2.
Support allocates to Product Owner

3.
Product Owner triages within five days

4.
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.

5.
Feature allocated to a release by Product Owner

6.
Customer
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
weeks

SDL Campaign Manager 2013 R1
-

Enhancements



Silverlight
5
support



Extended Administration area



Support for Engine row/column
security



Drill Query node for segment documents



Support for multiple Email Manager accounts in CM/CA/ERI
(v2.0.0)



Kettle integration for post processing in file export



Kettle Integration for Omni
-
Tactic



Campaign Archive Management



Campaign seed
functionality for all Channel
types



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


Security


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
-
Off


Select Campaign to be rolled off/purged


View Status, ID, records in History


Used in conjunction with iLoader command
Rolloffcampaigns


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
user.



Login
association with CMA user allows easier
management.



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
n
eed to be raised for new Engine Users.



No major changes to existing Engine Security
functionality



Still
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
execute.


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 “
D
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
-
Row”


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
Manager
Accounts


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


Initial
“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.


Multiple
Email Manger
Accounts


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

Multiple
Email
Manager Accounts


Customer Analytics


Selection of EM Account in the CA tool is also a simple drop
-
down
selection.


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


CM 2013 R1


File Tactic post processing


Ability
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.


Kettle
required on the Application/Web server.


Data
transformation jobs are created within
Kettle
.


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
export


Kettle script would simply perform against the
file

CM 2013 R1


File export post processing


Ability
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




CM
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


Seeds


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


Columns


Campaign Attributes


CellName


Variables




CM 2013 R1


Seeds




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
-
requisite.


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


http://<
install site>/
services/APIHelp/default.htm


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


Inbound
K
ettle Integrations


Pentaho Kettle


ETL Tool


Fully functional


Extendible through the creation of plugins


Scaleable

and resilient


multiple threads and servers


Current integrations


Salesforce.com


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
into
Engine
via iLoader.


Pentaho Kettle Document delivered with V2.9


Please read


SDL Campaign Manager v2.9
-

Introduction


SDL CM 2.9.0 released GA on Friday 3
rd

May 2013


Documentation deliverables for CM
2.9.0


SDL Campaign Manager 2.9.0 Release
Notes


SDL
Campaign Manager 2.9.0 Installation and Upgrade
Guide


SDL Campaign Manager 2.9.0 Administration
Guide


SDL Campaign Manager Architecture
Guide


SDL Campaign Manager Load Process and Data Structure



SDL Campaign Manager 2.9.0 API Introduction
Guide


Modeling
Functionality
Overview


Configuring Pentaho Kettle for use with SDL Campaign
Manager

SDL Campaign Manager 2.9

Thank you for your attention



Any Questions?


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-
2012 SDL plc. All rights reserved..

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