MRM
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Marketing & Commerce | June 30, 2021
Unica Plan – Effective way to represent editable grid data
Grids are the spreadsheet-like tools available in HCL Unica Plan for data collection and display. Plan provided a user interface to display Grids data as a table or a list. HCL Unica Plan supports the below-given Grids. 1. Line Truncate View 2. Line Wrap View 3. Two Line Staggered View 4. Editable Grid View Out of these, Line Truncate View, Line Wrap View, and Two-Line Staggered View are called Read-only Grids where Editable Grid View can be used to Edit and save the business data/details. An editable grid is for users to enter information, while a read-only grid displays information entered previously. This article will help you configure and display an Editable grid's contents as a report in a Read-only grid. You can configure the Read-only grid in the same OR different HCL Unica Plan Form Definition Page as per your business requirement. In the below-given scenario, we will use the single Form Definition Page with Editable and Read-Only grid. Below given steps will help you to walk through the scenario. 1. Create a new form with an editable grid view in HCL Unica Plan. Refer given Fig.1 [caption id="attachment_14298" align="aligncenter" width="920"] Fig.1[/caption] 2. Post form creation, add an editable grid view component in this form, and save the changes. Refer given Fig.2. [caption id="attachment_14299" align="aligncenter" width="920"] Fig.2[/caption] You need to note down the value for the “Database Table” column. This is the table from where the Read-only grid will pick up the data for display. 3. Create editable grid type attributes per your business requirement; in this scenario, we used the Integer and Text Multi-Line attribute. See below given Fig. 3 a, b and c [caption id="attachment_14300" align="aligncenter" width="920"] Fig.3a[/caption] [caption id="attachment_14301" align="aligncenter" width="920"] Fig.3b[/caption] [caption id="attachment_14302" align="aligncenter" width="920"] Fig.3c[/caption] 4. Add editable grid view component to form canvas. Similarly,...
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Marketing & Commerce | May 5, 2021
Traditional MRM vs Collaborative Work Management
It’s a marketer’s world. Customers can be reached by virtually any medium (email, SMS, social media) a marketer puts their mind to. But with so many channels, meeting customer expectations, understanding their needs, and formulating strategies to provide a great customer experience, the list of marketing "to do's" is much longer than it used to be. Hence Marketing Resource Management has become an essential part of new marketing approaches. What is MRM? Forrester1 defines marketing resource management as enterprise marketing technology that helps marketers with financial planning, performance measurement, collaboration and calendaring, project management, content production, asset management, brand compliance, and marketing fulfillment. MRM is not a new space, but marketers need to take a fresh look at available solutions. As the MarTech landscape has exploded over the past decade, marketing operations has become the backbone that keeps all of the tools and processes working together to achieve the organization's goals - encompassing everything from planning, processes, execution to technology and resource allocation. MRM includes the resources available to internal teams and the relationships with external stakeholders and approval processes. MRM lets you organize, automate and optimize marketing tasks. The Purpose MRM fulfills MRM exists to save time and marketing resources. Think of just one single marketing task – for example, preparing an email marketing campaign. The list of activities includes the coordination between your marketers, graphic designers, copywriters, and others involved – it is time-consuming and, therefore, costly. This was just an email campaign; consider the cost of running hundreds like these together. For every hour spent on this, you lose focus on other marketing collateral or company growth. With MRM in the picture to manage the assets, tools, and operations, it is easier and more cost-efficient. Creative Approvals - Easily float creatives to brand, legal and other teams for...
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Marketing & Commerce, Sametime | November 12, 2020
Manage TVC-Grid Validation in Unica Plan – A Systematic Way
Marketers are always looking for tools and processes to manage their marketing operations, streamline workflows, optimize the budget spend, resources, and manage other marketing assets. MRM is a single solution that can take care of all your needs, from strategic planning to executing a certain marketing activity and ensuring that consistency binds the team together. Unica Plan is the solution that Unica Suite offers to manage all your marketing needs and activities. HCL Unica Plan (Formerly known as Marketing Operations) supports the feature called Tabular View Control (TVC) Grid, where the marketer can choose and arrange the different attributes like Text, Numeric, Date, etc. which they want to use for tracking their business activities. Grids are mainly used for collecting data, in the user interface, it appears like a table or a list. You can enter data into the cells of the grid according to the selected attributes and their data type. Apart from this, the product supports the customization of grid attribute(s) with validation; for example, the attribute should start with a specific character/word OR attribute should not allow entering beyond a certain limit OR attribute should only allow data between a certain range, etc. “com.unicacorp.uap.grid.validation.plugin.GridValidatorPluginImpl” validator is delivered with HCL Unica Plan which can help you to define the validations on-grid attribute(s). This validation plug-in supports two types of rules. ROW: row-level rules are executed first. GRID: grid-level rules are executed after row-level rules. HCL Unica Plan ships with the following sample rules. BeginsWithRule DateCheckRule RangeCheckRule UniqueCheckRule This article will help you to understand the grid validation, data validation rules, and how to implement the ROW level validation using the "BeginsWithRule" rule with the Text Single Line Type attribute. Let’s follow the step by step approach to learning the validation. Create the new grid frame using the Form...
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Marketing & Commerce | June 10, 2020
Why your marketing team needs a Marketing Resource Management (MRM) solution.
Is managing your marketing initiatives an exercise in cat herding? Do you frequently have moments where you're left wondering how to get things under control?! HCL’s Unica Plan can help you tackle the task. Managing a marketing initiative can be a daunting responsibility and being accountable for the P&L can be downright scary. Not having visibility into and control over those two things is a waking nightmare. Current marketing initiatives have gone beyond the traditional vision of mass media such as radio, TV and newspaper through the spray-and-pray world of Email and into the NEW “mass media,” including Text, Social and Mobile. In this new environment, where the Customer rules - you have to ride that hyper-personalization bronco. We have gone from the need to send the right message to the right person at the right time to have the right message personalized to that right customer at every possible touchpoint. ALL of the time in Real-Time! What does MRM mean to a marketing manager? In this era, Hyper personalization means more channels, more devices, more audiences, more creatives, more agencies and more WORK! Your processes have to be defined, documented, enforced and refined over time to be efficient. Your budgets have to be tracked to line items and invoices.  Luckily Marketing Resource Management (MRM) is here to help marketers and businesses manage marketing processes, optimize spend and resource utilization and manage creative content assets. MRM helps the team to work collaboratively and have greater transparency of tasks, dynamically track and understand resourcing, capability, and team workload. An MRM system provides planning, budgeting, and tracking capabilities. It also provides the tools to manage the creation of digital brand assets, workflows, and approval processes. For instance, running a campaign is like an entire project. It might look like a 4 step...
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Marketing & Commerce | March 24, 2020
Best Practices for Unica Plan
I had a client reach out and ask me about campaign measurement and reporting. As in, they couldn’t do it. They said, “we have a campaign measurement problem.” On closer inspection, they had a very good handle on tracking their digital media spend and performance. Still, they couldn’t align their paid media performance to the campaigns they were running in other channels like email and the call center, mobile, etc. Turns out, they had a very good unified tag management construct for paid media, but that’s it. They were using Unica Campaign for other channels but couldn’t put all of the pieces together. Also, they were rolling up campaign results between paid media and other channels manually in another external system to support marketing dashboards and reporting. Discovering this, I decided to be bold and tell them that they didn’t have a campaign measurement problem; they had a campaign execution framework problem. They needed a set of campaign identifiers that run across all channels, including paid media. Lucky for us, Unica has a campaign execution framework. It’s called Unica Plan. Diagram 1 below shows the campaign execution framework in Unica Plan. [caption id="attachment_4742" align="aligncenter" width="1024"] Diagram 1: Unica Plan’s campaign execution framework[/caption] Marketing Plans sit at the top of the campaign execution framework in Unica Plan. Plans represent the annual marketing plan for a budget holding organization in marketing. That is typically a line of business, brand, or product group. For example, the credit card portfolio at a bank, the loyalty program at a hotel group, or the plus-size brands at a fashion retailer. Each Plan owner sets up Programs to fit their marketing organization’s structure. Programs represent a large marketing initiative with multiple marketing activities under it. Programs generally align with a specific product or audience. In our examples...
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