HCL Campaign administration overview

The Settings menu provides access to most of the tasks that Campaign administrators typically perform.

Table 1. Templates and customization (Settings > Campaign Settings page)

Templates and customization

Option Description
Custom attribute definitions

Define attributes that can be used in campaigns, offers, and cells. For example, you can define an offer attribute of "Interest Rate" to store values for mortgage offers.

Offer template definitions

An offer template defines the structure for an offer. Offer templates are required. Users cannot create an offer without basing it on a template.

Table 2. Data source operations (Settings > Campaign Settings page)

Data source operations

Option Description
Manage table mappings
  • User tables contain data about your company's customers, prospects, or products, for use in marketing campaigns. You must map user tables or files to make the data accessible for use in flowcharts.
  • System tables contain HCL® Campaign application data. They are configured during installation.
View datasource access

View the system table database and all configured customer databases. Select a database to see its configuration details. Log in or out of customer databases.

Manage dimension hierarchies

Use dimension hierarchies to group data based on value ranges. Examples are age, income, product, and distribution channel. You can create any kind of hierarchy that relates to your business or campaign.

Manage audience levels

An audience level is an identifiable group that can be targeted by a marketing campaign. Examples are Household, Prospect, Customer, and Account. Flowchart designers can target and switch between audiences or scope one audience level by another. For example, you can target one individual per household.

View system log
This option opens the Campaign listener log (unica_aclsnr.log).
Note: If there are multiple partitions, this option is not available, for security reasons.
Table 3. Other administrative tasks

Other administrative tasks

Task Description

Manage users, groups, role assignments, security policies, and permissions

Use the Settings menu to adjust security and permissions.

Instructions are provided in the HCL Marketing Platform Administrator's Guide and the HCL Campaign Administrator's Guide.

Adjust configuration properties

Choose Settings > Configuration to access configuration properties.

  • Use the Campaign category to adjust properties for HCL Campaign.
  • Use the Reports category to adjust reporting properties.
  • Use the General and Platform categories to adjust properties that affect the HCL Marketing Software suite. For information, see the online help or the HCL Marketing Platform Administrator's Guide.
  • Configuration categories for other products, such as eMessage, are described in the documentation for those products.

Adjust settings for individual flowcharts

Use the flowchart Admin menu to perform administrative actions for individual flowcharts.

Manage contact history and response history

Modify the contact history and response history system tables that are supplied with Campaign to capture information about communications with your customers. Information is provided in the HCL Campaign Administrator's Guide.

Run utilities to complete administrative functions

Use the command-line utilities to perform server, session, and database tasks.

Use the HCL Scheduler to schedule flowchart runs

See the HCL Marketing Platform Administrator's Guide.

Table 4. Campaign integration tasks

Campaign integration tasks

Task Description

Install and configure reports that are Cognos® based

See the HCL Marketing Software Reports Installation and Configuration Guide that is supplied with Marketing Platform.

Integrate Campaign with other HCL products

See the following documents:

  • Installation and upgrade guides
  • Integration guides supplied with the product that you are integrating
  • HCL Marketing Platform Administrator's Guide
  • HCL Campaign Administrator's Guide