IMS 2013

Report
SDL Campaign
Management & Analytics
Roadmap
27 June 2013
Roadmap Contents and Dates are Subject to Change
SDL Intelligent Marketing Suite
SDL Content
Management
SDL Social
Intelligence
SDL Language
Tech & Services
MSP & Agency
Partners
2
Last Release: May 2013
IMS 2012
• Campaign Manager 2.8
• Email Manager 5.5 SR3
IMS 2013
• Campaign Manager 2.9
• Email Manager 5.6
IMS 2013 - Campaign Manager 2.9
• Released on May 7, 2013
• Omni-channel Tactic
– Extensions allow new
channels to be added
without a product update
• Seed Names Import
– Add seed names to
validate delivery of your
postal mail or ensure
security of your list
• Drill Queries
4
– Build a query which
drills down with each
selection; Similar to drill
sets in AMS
IMS 2013 - Campaign Manager 2.9
• Campaign Integration Highlights
– Published Operational Campaign API
• Integrate CM into your overall Marketing processes;
Automate repetitive tasks to scale the marketing dept.
– Response Attribution
• Delivers implied response and direct response
attribution to the campaign history
– Updated Email Response Importer
• ERI has been updated to support very large Email
Manager account databases
– Administration Enhancements
• Enhancements to Campaign Roll-off
• Enable CM Row Level Security - Share a data model
with data views limited to branch, division, brand, etc.
5
• Multiple EM Account Mapping allows for an instance of
CM to send emails from multiple EM accounts
.
IMS 2013 – Email Manager 5.6
• Email Usability Highlights
– New Creative Builder User
Experience
• Visually compelling and easy to use
– Inbox Previews in Gallery View
• Preview 40+ inboxes before sending
– Heat Map for Click Overlay
Report
• Report “Clicks to Open” rate across
Hot to Cold colors
– SDL Media Manager Integration
• Send Email Campaigns with Video
– Customer Analytics Integration
6
• Improve Campaign Success using
Customer Analytics Visualizations
and Modeling
.
IMS 2013 – Email Manager 5.6
• Email Performance Highlights
– Averaging 41 million emails sent per day
– Data centers are in process of being
updated to help deliver the scale required
for the future.
– Projecting 15+ billion emails for 2013
– New “Quality of Service” team
established to respond to increased
demand
– Service releases to improve automatic
scalability are being scheduled bimonthly.
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IMS 2013 – Pentaho ETL (Kettle)
.
• Kettle Integration Platform Adapters
– iLoader / Engine Data Import
– Pause / Resume Campaigns
– Execute Scheduled Document
– Enable / Disable Datasource
– Generic Data Translation – JSON
– Raise Campaign Event
• Data Import Connectors
– Microsoft Dynamics v1.0
– Salesforce.com v1.0
– Celebrus v1.0
– EngageSciences v1.0
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Connectors
Released
Quarterly
SDL Intelligent Marketing Suite – Vertical Solution Offerings
• Solving Key Business Challenges for
Marketers to
– Acquire Customers
Contextual
Personalization
– Grow Customers
– Reactivate Customers
• Tailored to Unique Business Needs
of Marketers in Verticals
Orchestration
Insights
– Retail and CPG
– Travel and Leisure
– On-Line Gaming
– Financial Services (Q3 2013)
Interaction
Data
• Ready-to-Use Templates for
Analysis, Campaigns & Reports
Accelerating the Time-to-Value for Marketers
9
9
Retail Solution Assets
Acquire
Develop
Listen
Understand
How many prospects
in the database?
How do prospects
compare to best?
What is right campaign
to recruit prospects?
Which channels are
we spending in?
Who are the right
recruits per channel?
What is the next best
offer for prospects?
Where are new
customers from?
What products drive
new customers?
How many new have
we acquired?
What is time gap 1st to
2nd purchase?
What is best way to
move people to be
more than single
purchasers?
Who is spending
more/less?
What are differences
in those changing their
spend?
What are top products
being purchased?
How can we drive
positive spending
changes?
How many have left us
recently?
Has the trend changed
over time?
Reactivate
How many do we need
to win back?
How are our
campaigns doing?
10
Engage
What is next best offer
for repeat customers?
How can we increase
average value?
Which products or
channels are driving
changes?
How can we retain
profitable customers?
What are growth
indicators?
How can we drive
customers to stores?
What do the leavers
look like?
What is next best offer
for one-time
customers?
What are threat
indicators?
Where should we
focus our reactivation
efforts?
What is the best time
to talk to these
people?
Which campaigns
work best?
Retail Solution Assets
Acquire
Develop
Reactivate
11
Listen
Understand
Prospect Dashboard
Prospects Analysis
Above/Below Lines
Channel Dashboard
Acquisition Channel
Analysis
Recently Acquired
Dashboard
Recently Acquired
Analysis
Welcome
Programme
Campaign
Purchase Frequency
Dashboard
Purchase Change
Analysis
Abandoned Basket
Campaign
Cross-Sell and
Up-Sell Dashboard
Cross-Sell and
Up-Sell Analysis
Cross-Sell & Up-Sell
Purchase Change
Dashboard
Spending Increase
Analysis
Store Campaign
Lapsed Dashboard
Leaver Risk Analysis
Win-Back
Dashboard
Lapser Analysis
Reactivation
Campaign
Performance
Win-Back Analysis
Reactivation
Success Analysis
Engage
Prospect
Recruitment
Campaign
Retention Campaign
Second Purchase
Campaign
Automatic
Reactivation
Program/Campaign
Customer Experience in Retail
12
12
Picture Only – Video Available from SDL Partner Portal
Customer Experience in Travel & Leisure
13
13
Picture Only – Video Available from SDL Partner Portal
Next Release: Jan 2014
IMS 2012
• Campaign Manager 2.8
• Email Manager 5.5 SR3
IMS 2013
• Campaign Manager 2.9
• Email Manager 5.6
IMS 2014 R1
• Campaign Manager 3.0
• Email Manager 5.7
In Progress
IMS 2014 R1 – Platform Updates
• Internationalization
– Proven rendering and display of
international data: Russian, Spanish
– This is not translation of the user
interface, just display of data
• Real-Time Dashboard Reporting
– Delivered via Tableau, benefitting the
CM, CA, and EM products.
– Reporting from multiple data sources
side by side
• ETL Capabilities beyond iLoader
– Delivered via Pentaho ETL (Kettle)
– New inbound data adaptors arrive each
quarter
15
.
IMS 2014 R1 – Platform Updates
• Single Sign On
– All products in the integrated platform
have a common login
• Cross Product Navigation
– All products have a common “fly out”
navigation system for jumping between
modules and all SDL web apps
• Common Look and Feel
– Standardizing all SDL application UI’s on
a refreshed, modern design.
16
.
IMS 2014 R1 – Engine 5.3
• High Performance ODBC driver
– Delivers support for ODBC 3.5, optimized
for Reading Data
• Intraday Engine Batch Update for Near
Time Data
– Update your Engine database multiple
times per day
– Expanded options for managing CM data
across data loads
• Algorithm Optimization for SSD
17
.
IMS 2014 R1 – ETL
.
• Data Import Connectors
–Webtrends Streams
–Twitter
–Dynmark
–Google Analytics
–SDL Tridion Audience Manager
–SDL Media Manager
–SDL Social Intelligence Warehouse
–Oracle Siebel
–IBM CoreMetrics
–BazaarVoice
18
Connectors
Released
Quarterly
IMS 2014 R1 – Campaign Manager 3.0
• Campaign Test and Event Simulation
– Ability to test counts on triggered campaigns
via assumed response rates, including counts
export
• Processing & Data Mgmt. Enhancements
– Campaign concurrency optimizations
– Audience refresh optimizations in addition to
static audiences
• New Segmentation Grid User Experience
– Improves usability in high-volume
segmentation environments
19
.
IMS 2014 R1 – Segmentation Grid Wireframe
20
.
IMS 2014 R1 – Email Manager 5.7
• Message Sending & Throttling Enhancements
– Prevent website or call center from being
overwhelmed with responses
• EM Real Time Response Dashboard
– Canned dashboards gets you up and running quickly
• Reporting Enhancements
– Platform and mobile device detection & reporting
– Media Manager video viewed data tracking
• Internationalization
– Support for translated user interface – implement via
services
• Under Consideration: Experimentation UI
– Conduct AB Tests of subject line and content on
statistically significant groups
21
.
IMS 2014 R1 – Full Cycle Web Channel Integration
• Capture
– Collect streaming activity from individual web
sessions
• Target
– Establish profile groups for known users to
• Act
– Customize the web experience for profiled
groups of known and unknown users
• Feedback
– Track the effectiveness on targeting
campaigns
• Optimize
22
– Continually enhance targeting profiles with
response data
.
IMS 2014 R1 – Marketing Calendar
• Campaign Day Timer
– Manage all interactive digital campaigns in a
single view
– Display for Day, Week, Month, Year views
– Also displays a “Journey” timeline view
• Calendar Feedback
– Embedded and automatically calculated
Engagement Score on each campaign
– Embedded and automatically calculated Life Time
Customer Value against all customers
• Role Driven User Experience
– Home Page options tailored to a user’s role in the
Marketing department
23
.
Upcoming Release: Oct 2014
IMS 2012
• Campaign Manager 2.8
• Email Manager 5.5 SR3
IMS 2013
• Campaign Manager 2.9
• Email Manager 5.6
IMS 2014 R1
• Campaign Manager 3.0
• Email Manager 5.7
In Progress
IMS 2014 R2
• Campaign Manager 3.1
• Email Manager 5.8
IMS 2014 R2 - Campaign Manager 3.1
• Renewed Email Manager Integration
– User Experience for Digital Marketer is
streamlined using updated API.
• Digital Marketer Enhancements
– Easy Segmentation Interface – user
behavior driven
– Automatic Audience membership tracking
– Support for the “unknown” or “anonymous”
web users
– Visualizations to guide selection choices
and advise of patterns not expected
– Segments are automatically watched for
changes in trends and profiled for
suggested variances to explore deeper.
25
.
IMS 2014 R2 – Email Manager 5.8
• Campaign Flow Interface
– Build Triggered Campaigns
– Advanced Experimentation: AB and more
– Automation Tool: Split, Wait, Import
• List Creation and Transfer Performance
– Upload Lists & Download Responses Between
CA and EM with Minimal Waiting Time.
• Campaign Day Timer Interface
– Shared Calendar with Campaign Manager
• Turbo - Quick Totals Reporting
– Engine Integration to Support Historical
Reporting
26
– SQL Server to support immediate real time
reporting
.
Upcoming Release: July 2015
IMS 2012
• Campaign Manager 2.8
• Email Manager 5.5 SR3
IMS 2013
• Campaign Manager 2.9
• Email Manager 5.6
IMS 2014 R1
• Campaign Manager 3.0
• Email Manager 5.7
In Progress
IMS 2014 R2
• Campaign Manager 3.1
• Email Manager 5.8
IMS 2015
• Campaign Manager 4.0
• Email Manager 6.0
IMS 2015
.
• Campaign Manager 4.0
– Release New User Experience for Campaign Track Planning
• Simplified oversight and management of Omni-channel Campaigns
– Complete Integration of Email Manager Creative Builder and Common
Audience Building Interface.
• Email Manager 6.0
– Complete Browser Based User Interface
– Common Audience Management Interface
28
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