Chapter 6. Leveraging Customer Data within IBM Campaign
6.4 IBM Campaign: Process
6.4.3 Mapping to customer and other data for IBM campaign
This section describes the process of mapping to customer and other marketing data for use in IBM Campaign. Although many other scenarios and methods for using marketing-related data exist, the scope of this document does not permit describing them all. For more detailed information, see the IBM Campaign installation and administration guides.
IBM Campaign uses Universal Dynamic Interconnect (UDI) to create a metadata mapping layer that defines a base, dimension, or general table to the system. The data source name is mapped along with the tables and column names that the business wants to make available to the marketer. If administrators want to, they can define aliases for table column names that are “marketing-friendly” so that the use of the data is more intuitive.
The purpose of this data mapping approach is to provide business user
nomenclature and data structures familiar to the marketing users without a need for deeper database technical skills. IBM Campaign administrators are typically more technically adept and might be part of either the marketing or IT
organization.
Prerequisites
To map IBM Campaign to the customer data housed within the Marketing Repository, several prerequisites must be completed:
1. Complete installation of the EMM Platform as outlined in the Platform Installation Manual.
2. Definition of the IBM Campaign database.
3. Creation of an ODBC connection definition to the IBM Campaign database. 4. Configuration within IBM Campaign to connect the data sources to the ODBC
Mapping to data sources from the Campaign Settings menu
The following steps map a new base record table so that data can become accessible to processes in flowcharts:
1. Select Settings Campaign Settings. The Campaign Settings page opens. Click Manage Table Mappings. The Table Mappings window opens, as shown in Figure 6-4.
Figure 6-4 Table Mappings
2. Click New Table Definition, which takes you to the table definition input window. Then, select the table type window.
3. If necessary, select Base Record Table, then click Next.
4. Select Map to Existing Table in Selected Database, select the data source name, then click Next.
Note: When users access the table mapping wizard from a Select process,
5. Select the a table for mapping from the Source Table list.
The tables are listed in alphabetical order by <owner>.<table_name>. If the expected table is not shown, ensure that the proper data source is configured to filter specific table entries.
The source fields in the table that is selected are mapped automatically to new table fields in the base record table that is being created. To change the automatic mappings, select fields from the Source Table Fields list or the New Table Fields List, and use the Add, Remove, Up 1, and Down 1 buttons, until the table is mapped as required.
Clicking the Field Name column in the New Table Fields section automatically sorts column names alphabetically in ascending (or descending) order. 6. Click Next.
7. Optional: You may change the name that Campaign uses for the base record table and its fields to a more “user-friendly” value:
– To change the table name, edit the name in the IBM Campaign Table Name field.
– To change a field name, select the field name in the New Table Fields list, and edit the text in the IBM Campaign Field Name field.
Click Next.
8. Select a level from the Audience Level drop-down list shown in Figure 6-5 on page 115. The Audience Fields list is automatically completed with the fields required to define the selected audience level. Match one or more fields in the new base table corresponding to each required key.
9. If the selected audience level is normalized (if each unique audience ID appears no more than once in the current base table), select the This
audience level is normalized in this table check box.
Setting this option correctly is important for correct configuration of options in an Audience process. If you do not know the correct setting, leave this option unselected.
10.Click Next.
11.Optional: In the Specify Additional Audience Levels window, specify one or more additional audience levels that are contained in the base record table. 12.Add more audience levels so users can use this table as a “switching table” to
translate from one audience level to another using the Audience process in a flowchart. Complete the following steps
a. Click Add. The audience level and ID fields window opens (Figure 6-5 on page 115).
c. For each Audience Field, match appropriate field or fields from the base table to the corresponding key or keys in the audience level.
d. If the selected audience level is normalized (that is, each unique audience ID appears at most once in the current base table), select the This
audience level is normalized in this table check box.
Figure 6-5 Selecting the audience level e. Click OK.
f. Repeat step 12 on page 114 (steps a - f) for each audience level desired, to add for the base table, then click Next.
13.If dimension tables exist in the current table catalog, the Specify Relationship to Dimension Tables window opens; complete the following steps:
a. Select the box to the left of any dimension table that is related to the base record table being creating.
b. For each related dimension table, in the New Table’s Key Field(s) To Use list, select a field from the base table to match each listed key in the Dimension Table’s Key Field(s) list, then click Next.
14.Choose to precompute the distinct values and frequency counts for specific fields, or allow users to perform real-time profiling of data in the base record table.
This completes mapping the base record table based on an existing database table. The new base table is part of the current table catalog, which you can manage through the table manager.
Accessing data sources from within a flowchart
IBM Campaign users, if given access permissions, also have the ability to map data for use in flowcharts, for use in several types of processes.
To access the customer or prospect database tables from within a flowchart, be sure that you are logged in to the referenced databases, as follows:
1. While editing a flowchart, click the Admin icon and select Database
Sources, shown in Figure 6-6. The Database Sources window opens. The
database that contains system tables is listed, and also all databases that Campaign is configured to access.
Figure 6-6 Table mapping from a flowchart
2. To log in to a database, select it and click Login. 3. Click Close.
The tables in the database are now accessible. To query a table in the database, first map the table, as described in the IBM Campaign User’s Guide.