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. 7 . 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 8 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 . Copyright © 2008-2012 SDL plc. All rights reserved.. All company names, brand names, trademarks, service marks, images and logos are the property of their respective owners. This presentation and its content are SDL confidential unless otherwise specified, and may not be copied, used or distributed except as authorised by SDL.