Your consultant or partner will conduct a discovery workshop to help define the implementation requirement.
The objective of this phase is to understand the your business drivers and your current programs, and to assess requirements and objectives.
During this phase, your consultant or partner collects information on various design aspects, such as Access Management, Data Management, Content and Offer Management, Campaign Design and Execution, Response & Measurement, their Reporting needs, integration with other systems, and Automation and optimization of the process.
The documents listed in this section help define the architecture and environment setup according to the size of the recipient population, and the existing IT infrastructure.
Your consultant or partner works with your company's technical team to decide on and implement the processes outlined during the discovery phase.
|Data Schemas||Data Schemas
|Security, User Access Management ||Access Management|
|Data Imports & Exports |
|Campaign Creation (Plan Program Hierarchy, Deliveries, Templates, etc.) ||Create Plan and Program Hierarchy
Campaigns, Deliveries and Templates
|Tracking Implementation Testing||Tracking Implementation Testing|
|Images/Script Hosting||HTML Hosting
|Web Application||Web Applications Overview|
|SMS||SMS - Mobile Channel|
|Push Messages||Push Messages|
|Interactions||Interactions and Offer Management
|Transactional messaging (Message Center) ||Transactional messaging|
|Survey Manager||Survey Manager|
|Response Manager||Response Manager|
|Direct Mail||Direct Mail|
|Distributed Marketing||Distributed Marketing|
|Content Manager||Content Management Overview|
|Campaign Optimization||Campaign Typologies and Optimization|
|SOAP Web Service Creation||SOAP Web Service Creation
|NavTree Configuration||Nav Tree Configuration|
The documents listed in this section provides information on the package creation and deployment process to move the objects across different environments. It also lists some sample tests that should be carried post the deployment of package.
|Deploy Packages to Different Environment||Package Deployment|
The documents listed in this section provide information on the activities performed prior to the email being sent from Campaign, including a deliverability checklist, which is used to verify the setup before the Campaign starts sending out mails.