Professional Documents
Culture Documents
Adobe Campaign
Adobe Campaign
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Introduction
Campaign management
Customizing a newsletter
Multivariate testing
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Segmentation
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Objectives
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What is MCM?
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Teasers
Newsletters
Test&Target
Touchpoints
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What is MCM?
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MCM Features
Chapter 1
The Dashboard:
overview of lists of
leads, segments,
reports and campaigns
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Lists
Segments
Reports
Campaigns
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Newsletter sign-ups
Community sign-ups
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Organized in specific
groups that share a
common behavior or
interest called lists
Allows targeting of a
marketing campaign to a
specific audience
Can be created, imported,
edited, merged and
deleted
Can contain other lists
Must be activated before
using
Members of the list can be
shown, added and
removed
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Calendar view:
Relationship among
touchpoints and
experiences is visible
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Experience as it will be
seen by the visitor.
Chapter 1
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Experience is shown in
the context of a
touchpoint. You see
how it fits in.
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Analyze your
campaign
experiences.
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Instructional Review
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2. Make yourself familiar with the panes and functionality of the dashboard.
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New lead
appears here.
All information
about lead
appears here.
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1. In the MCM click on Leads, select the check box next to the
lead you want to edit.
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3. Edit the lead information and click Save to save the changes.
2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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1. Select the lead you want to delete in the lead listing of the MCM by clicking
on the check box.
2. Click on Delete.
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1. Click New List in the MCM Dashboard. Alternatively, click on Lists in the
left pane, then click New.
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Chapter 1
Make the necessary changes, and the click Save to save the changes.
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2. From the list, select the checkbox next to the list you want to edit and click
Edit. The Edit List Window opens.
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2. Select the checkbox next to the name of the list to be deleted, and click
Delete.
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3. CQ will ask you if you really want to delete the list, as this action cannot
be undone.
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When a list is deleted, only the list itself is deleted. The leads that are
members of the list are not deleted, only the affiliation with the list is
gone.
Merging lists:
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5. Repeat the step until you have merged all the lists you want.
2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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2. Select the checkbox next to the list for which you want to view members.
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3. In the Tools menu, select Show Leads. CQ displays the leads that are a
member of that list. You can browse through the list or search for members.
In addition, you can delete leads from a list by selecting them and then
clicking on Remove Membership.
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Enter all the information necessary for the list. Save it.
View the leads of the list and consider who is a participant in the
MCMTraining list.
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Terminology:
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User: A visitor who registers with the website to receive an account profile
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Behavioral traits
Demographic traits
Derived traits
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Setting up a Campaign:
Types of Experiences:
Teaser
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3. Create a touchpoint for the teaser (add the teaser to a content page)
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Newsletter
1. Create a newsletter experience
2. Add content to the newsletter
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Test&Target offer
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3. Click OK to save.
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Instructional Review
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Strategies:
Clickstream Score: Based on tags; the teaser with most clicks wins
First: List of resolved segments. Same order as the order of teasers within
the campaign container page.
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The boost factor of the segment also has an impact on the selection
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6. Click on Create.
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On/Off Time: If required, the on/off times when the teaser shall be available can
be entered here.
Segments: The visitor segment(s) with which the teaser can be used.
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Teaser overview:
From the Websites console, open the campaign page: (for example:
/content/campaigns/geometrixx-outdoors/products.html). This shows
an overview of the teaser definition and viewing statistics.
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4. Click Create.
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7. Click OK to save.
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2. If the components are not visible, go to Design View and enable the
necessary components (for example, the newsletter components)
before you start editing.
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5. To insert variables, select the variable from the list and click Insert.
Variables are populated from the user profile.
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Use client context and load a user profile to simulate how a personalized
newsletter looks.
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1. From the MCM, open the newsletter for which you want to customize settings.
2. Open the text component you want to personalize.
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3. Place the cursor where you want the variable to appear and select a variable from
the drop-down list and click Insert. Do this for as many variables you intend to
use and click OK.
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4. To simulate how the variables will look when the newsletter is sent, press CtrlAlt-C to open the Client Context and select Load. Select the user from the list
whose profile you want to use and click OK. The information from the user profile
has populated the variables.
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This can be done directly in Adobe CQ. Currently, you can view the
newsletter in Yahoo Mail, Gmail, Hotmail, Thunderbird, Microsoft Outlook
2007 and Apple Mail
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Questions?
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Customize a newsletter
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OSGi Configurations
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configurations and the parameters that need to be adapted for the MCM in
order to work correctly.
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2. Configure the Mail Service on the publish instance as shown in the last
section.
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Since one configured agent runs on publish systems only, you have to activate it. This can be
done in the Tools Admin (Replication -> Agents on publish -> Reverse Replication).
Perform a Test Connection for both of the agents. The agent on the publisher has to be
tested directly by calling its GUI in the CQ publisher (e.g.
http://localhost:4503/etc/replication/agents.publish/outbox.html). Before you do this, you
have to be authorized as admin user, for instance by calling /crx/en/ before.
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Test it.
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Segmentation
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Traits:
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Segmentation: Traits
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6. Open the Statistics menu. The statistics show you exactly how
many times an image was displayed and how many clicks an
image generated.
7. Now activate the page and reload the page several times on the
publish instance. Also click on some images.
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Why?
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Remember the Multivariate Testing OSGi configuration. There you can define on
which instance the statistics are stored. Per default, the authors configuration points
to the authors statistics and the publishers configuration to nowhere, this means
that MVT actions are ignored. Change both configurations to point to the publish
instance (normally its forbidden to point from the publish instance to the author
instance due to security restrictions).
2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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/var/statistics/mvt/[your-content-path], e.g.
/var/statistics/mvt/content/geometrixx/en/pr
oducts/mcm-training
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The properties will change after every view and click, regardless
of whether the user is on author or publish.
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Questions?
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Chapter 3
actionstoolbar.jsp
cq:editConfig
cq:listeners
dialog
resources
newsletterpage
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When you open the two JSPs, you will notice that they are very
simple.
When you use a script trait, youll see much more functionality
than the ones in these JSPs.
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Hint: On the page: /content/geometrixx/en/products/mcmtraining.html there is a component for setting and removing the test
cookie. You can use these two buttons for testing.
2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
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1. Navigate to the editor for the Client Context (Open Tools -> Client Context
Configurations -> default -> ClientContext) and double-click to open it.
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Chapter 3
Generic Store
Geolocation
JSONP Store
Profile Data
Resolved Segments
Social Graph
Tag Cloud
Technographics Store
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Extend the Client Context such that the test cookies value is
shown.
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CRM Integration
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Chapter 3
CQ MCM
Customer import to CQ
CQ MCM
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Salesforce
CQ MCM
Target system
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Source system
Exchange
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CRM Integration
Customer import to CQ:
Import can be done by generating a CSV export with all the contacts
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CRM Integration
Import enables us to:
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CRM Integration
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Have a look at the imported leads. They have already properties that can
be reused by MCM without further ado.
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CRM Integration
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Questions?
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Chapter 01
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