Interested in bringing a class to you? Onsite training
Overview
| Course code | 9L338 | Skill level | Basic |
|---|---|---|---|
| Duration | 2.0 days | Delivery type | Instructor Led - Online Training
(Hands-on labs) |
| Course type | Public or Private on-site | ||
| Public price | USD $1,500.00 plus tax |
NOTE: This is an Instructor Led Online course. Please do not make any travel arrangements
This course is one of three classes in the IBM Unica Marketing Operations learning series. To complete your learning, you should also attend the IBM Unica Marketing Operations 8 Administration and IBM Unica Marketing Operations 8 Architecture and Installation classes.
This course provides a comprehensive introduction to IBM Unica Marketing Operations for new users.
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Training Paths that reference this course are:
Skills taught
The overall goal of this course is for you to become familiar with the IBM Unica Marketing Operations application, its business processes and tools, and begin to use it to plan and execute marketing projects. More specifically, upon completion of this course, you will be able to:
- Describe IBM Unica Marketing Operations terminology, processes, and procedures, and the relationships among them
- Organize marketing efforts through the use of IBM Unica Marketing Operation's Plans, Programs, and Projects components, and manage all related information
- Create and manage Project Workflows, and their component stages, tasks, approvals, and alerts
- Create and manage marketing objects as components of marketing operations management
- Use IBM Unica Marketing Operations to manage marketing teams and assign tasks to them or to individuals
- Manage, within IBM Unica Marketing Operations, digital assets that are associated with marketing efforts
- Run IBM Unica Marketing Operations reports
- Use IBM Unica Marketing Operations to establish and monitor budgets and expenses related to marketing operations
Course outline
Getting Started with IBM Unica Marketing Operations
- IBM Unica Marketing Operations Terminology Processes, Tools, and Objects Defined
Operations Management
- Plans
- Accessing and Viewing Plans
- Adding a Plan, Linking a Program to a Plan, Starting a Plan
- Adding Attachments to a Plan
- Programs
- Viewing Programs
- Adding Programs
- Program Maintenance
- Projects
- Project Details
- Adding New Projects
- Grids and List Views
- The Tracking and Attachment Tabs
- Changing Project Status
- Campaign Projects
- Importing Metrics from IBM Unica Campaign to IBM Unica Marketing Operations
- Project Requests
- Projects and Programs
- Projects and Subprojects
- Alerts and Messages
- Configuring Alerts
- Viewing and Responding to Alerts
- Messages
- Workflow
- The Workflow Tab
- Adding and Editing Workflow Tasks, Approval Tasks, and Workflow Stages
- Workflow Process Flowchart View
- Marketing Objects
- Marketing Objects Overview
- Working with Marketing Objects
- People, Teams, and Tasks
- Working with People and Teams Tasks
- Approvals
- Creating Approvals and Setting the Approval Status
- Responding to Approvals
- Calendars
- Calendar and Timeline Administrative Settings
- Using the Calendar in Plan, Program, and Project Views
- End-User Administration
- Setting Personalization Options Searching
- Setting System-wide Non-work Dates
- Reports
- Reports Available from the Analytics Menu
- Analysis Tab Reports
Digital Asset Management
- Accessing and Viewing Assets Downloading Assets
- Adding Folders and Assets to the Asset Library
- Asset Versions and Asset Status
Financial Planning
- Accounts Budgets
- The Plan Budget Tab
- The Program Budget Page
- Creating Budgets
- Budgeting From Plans to Programs to Projects to Subprojects
- Forecasting Expenses from Projects and Programs
- Invoices