Project Detail Examples
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The document outlines the budgeting and campaign execution processes for marketing initiatives, detailing steps for creating marketing funds, plans, and tactics. It includes components for tracking campaign responses, managing leads, and executing follow-up campaigns. Additionally, it discusses the potential attributes and data considerations to optimize campaign performance and response management.
Project Detail Examples
- 1. Budgeting Overview Process Steps: Create Initiatives (OMO Program) Create Marketing Funds (OMO Budget) Create Marketing Plans (OMO Campaign) Create Plan’s Budget Requests Create Plan’s Tactics – Programs/Event Plans (i.e. Groups of OMO Schedules) Associate: Plan’s Budget Requests to Tactics Budget Request (and Tactic) to Fund Ready to Execute Next: Campaign Execution Marketing Plans Initiatives Tactics (Program or Event Plan) Budget Requests Marketing Funds
- 2. Create Initiatives Business Unit, Purpose, Dates, Currency, Country, may be added if required. OMO Program Roll-Up Support via LOV Field (shown in descr). OMO Program Data
- 3. Campaign Execution Overview Process Steps: Request Marketing Support/Projects Direct Mail, Email, Landing Pads, Ads, Search, Online, etc. Lists or Segments Complete Program Campaigns Segments/Lists Offers/Treatments Complete Event Plan Events, Sessions, Tracks Other Event-related Info Launch/Execute Next: Response Capture/Lead Distribution Tactics Program Event Plan Fund/Budget Request Marketing Plan Events Lists/ Segments/ Trees Campaigns Offers/ Treatments Sessions
- 4. Tactic (Program) Details Added Source code generated and can combine values from the program Name, Code, Type, Region, Status, Dates, Objectives, Organization, Summary, Periods, Product Lines, Products, and Associations to activities, campaigns, metrics, documents are available. Currency, Priority, Language, Country, Industry, Partner, Segment, Audience, and Follow Up Channel can potentially be added.
- 5. Response/Lead Overview Previous Step: Campaign Execution Process Steps: Response Capture Campaign-Responses Responses Contact Responses Analytics Lead Management Create Follow-Up Campaign* Data Quality on Campaign Member Score Campaign Member Route/Assign Campaign Member Next: Leads followed up on Program Fund/Budget Request Marketing Plan Invite Campaign Offer/ Treatment Person (Campaign Member) Response Follow-Up Campaign Offer/ Treatment Person (Campaign Member) Response
- 6. Campaign Execution Campaigns for invitation emails and telesales follow up have members loaded and launched, then responses are tracked. Inbound campaigns (e.g. web download) are set up and wait for responses (or automatically added to a follow-up campaign as a member). Automatic loading/launching campaigns, reviewing the system task status, viewing members, auditing change, distributing lists, and tracking results are OOTB functions. Campaign attributes can determine how campaign waves are launched and what routing rules are applied such as region, department, partner, type (OTN, Call Me, Seminar, Exec Event, Scores, etc.) Campaign Members are created for any call or email list.
Editor's Notes
- #6: *A follow up campaign which is distributed to sales is the same as any outbound telesales campaign. The difference is based on why, when, and how you determine to pick a group of people to call.