Omnichannel Marketing Operations: A Project Report
Omnichannel Marketing Operations: A Project Report
Omnichannel Marketing Operations: A Project Report
A PROJECT REPORT
Submitted by
Gokulnath S (Reg.No:19C025)
Kaviya D (Reg.No:19C042)
Raja Rajeshwari AS (Reg.No:19C076)
of
BACHELOR OF ENGINEERING
in
i
THIAGARAJAR COLLEGE OF ENGINEERING
(An Autonomous Institution Affiliated to Anna University, Chennai)
BONAFIDE CERTIFICATE
Certified that the Project report titled “Omnichannel marketing
operations”, is the bonafide work of being submitted by “Gokulnath S
(19C025), Kaviya D (19C042) and Raja Rajeshwari AS (19C076)” who
carried out the project work under our supervision during the academic year
2022-2023.
SIGNATURE SIGNATURE
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ACKNOWLEDGEMENT
We are also indebted to all the teaching and non-teaching staff members of
our college for helping us directly or indirectly by all means throughout the course
of our study and project work.
We extremely thank our parents, family members and friends for their
moral support and encouragement for our project.
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LIST OF CONTENTS
TITLE PAGE i
CERTIFICATE ii
ACKNOWLEDGEMENT vi
LIST OF FIGURES ix
LIST OF ABBREVIATIONS x
ABSTRACT xi
CHAPTER 1 INTRODUCTION
1.1 Introduction 12
1.2 Key Elements 13
CHAPTER 4 METHODOLOGY
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CHAPTER 5 PRESENT WORK
5.1 Environment and Tech Stack 25
5.2 Database and Schemas 30
5.3 Working with workflows 32
CHAPTER 7 CONCLUSION
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REFERENCES 43
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LIST OF FIGURES
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LIST OF ABBREVIATIONS
Symbol Description
HTML Hyper Text markup Language
CSS Cascade Style Sheet
HCP Health Care Professionals
BRD Business Requirement Document
SQL Structured Query Language
QA Quality Assurance
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ABSTRACT
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CHAPTER - 1
INTRODUCTION
1.1 INTRODUCTION
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1.2 KEY ELEMENTS
Channel integration: This involves integrating various marketing channels, such as
social media, email, web, mobile, and in-store, to create a seamless and consistent
customer experience. It may involve aligning messaging, branding, offers, and
promotions across channels to provide a cohesive marketing experience.
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CHAPTER – 2
LITERATURE SURVEY
MULTICHANNEL OPERATIONS
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resources, including personnel, technology, and budget. Each channel may have its own
set of requirements and demands, leading to increased operational overhead and
potential inefficiencies.
In conclusion, while multi-channel marketing operations can offer certain benefits, such
as increased reach and targeting, it also has some disadvantages, including lack of
consistency, difficulty in measurement, and increased operational complexity. In
contrast, omnichannel marketing operations provide a more seamless and personalized
customer experience. To effectively engage and retain customers in today's competitive
landscape, businesses should consider adopting an omnichannel marketing approach
that integrates various channels to provide a unified and consistent customer experience
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CHAPTER – 3
PROBLEM DESCRIPTION
3.2 OBJECTIVES
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Omni
channel
specialist
Business Email
assurance manageme
tester nt
Quality
assurance
tester & email Content
deliverability build
specialist
Campaign
developer
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CHAPTER - 4
METHODOLOGY
Adobe Campaign Classic is a powerful marketing automation tool that helps businesses
create, automate, and manage their multi-channel marketing campaigns.
Define Campaign Objectives: Clearly define the objectives of your marketing campaign.
What are you trying to achieve? Who is your target audience? What channels will you
use for your campaign (e.g. email, SMS, direct mail, etc.).
Define Target Audience: Identify your target audience for the campaign. This includes
defining segmentation criteria such as demographics, behaviors, preferences, and past
interactions with your brand.
Create Campaign Assets: Create the necessary assets for your campaign, such as email
templates, SMS templates, landing pages, and other creative elements that will be used
in your marketing materials.
Set up Campaign Workflows: Use Adobe Campaign Classic's visual workflow builder
to create campaign workflows. Workflows are the backbone of your campaign and
define the steps and actions that will be executed to reach your campaign objectives.
This can include sending emails, SMS, direct mail, updating customer profiles,
triggering follow-up actions, and more.
Define Campaign Offers: Define the offers, promotions, or incentives that you will
provide to your target audience as part of your campaign. This can include discounts,
coupons, freebies, or other compelling offers to encourage engagement and conversions.
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Personalize Campaign Content: Leverage Adobe Campaign Classic's powerful
personalization capabilities to create personalized content for your campaign. This can
include dynamically inserting customer data, such as names, preferences, and purchase
history, into your emails, SMS, and other marketing materials.
Test and Optimize: Before launching your campaign, thoroughly test your workflows,
assets, and personalization to ensure everything is working as expected. Once your
campaign is live, regularly monitor its performance and make data-driven optimizations
to improve results.
Launch and Monitor: Launch your campaign and monitor its performance in real-time
using Adobe Campaign Classic's reporting and analytics features. Track key
performance indicators (KPIs) such as open rates, click-through rates, conversions, and
other relevant metrics to measure the success of your campaign.
Analyze and Learn: After your campaign has ended, analyze the results to gain insights
into its effectiveness. Identify what worked well and what could be improved, and use
those insights to inform future campaigns and continuously optimize your marketing
efforts.
Maintain and Scale: Adobe Campaign Classic is a powerful tool that requires ongoing
maintenance and optimization. Continuously monitor and optimize your campaigns,
update your assets and workflows, and scale your campaigns as needed based on your
business goals and objectives.
Developing the assets with HTML and CSS to various different products refers to asset
build. For this we are using different tools mainly Dream weever.
This process is commonly called as Content building in Astrazeneca.
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Responsibilities of CB:
1. Email development
3. RV & CV creations
4. Test Blast
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Figure 2: Sample Asset
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4.3 PROCESS OVERVIEW
Steps:
1. Brand details will be obtained from the agency to the brand manager.
2. Brand manager will pass this information to the campaign strategist and
implementation manager.
3. They both hands over this new campaign details to the EPM and omnichannel
specialist
4. Contents will be given to the EPM whereas campaign flow and process will be
given to the omnichannel specialist.
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5. There are two process that goes on simultaneously. (i.e. content build and
campaign operations)
6. BRD will be prepared and works will be allocated in JIRA.
7. BRD discussion meeting will be held.
8. Further EPM hands over the requirement for the content build process
9. Specialist hands over the requirements to the operations team.
10. After the files are ready, email deliverability manager checks and assigns the
count of email to be sent.
11. After this epm signs off the document.
12. Quality assurance is done
13. Campaign is deployed.
Campaign Operation:
1. With the help of BRD, operators plan the campaign flow in the Adobe campaign
tool.
2. They operate in Stage and prod.
3. After the stage files are migrated to the prod.
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Figure 4: Sample BRD
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CHAPTER - 5
PRESENT WORK
First, the necessary tools used for the implementation of the omnichannel operations
are explained. Later, there is an depiction of adobe campaign tool, the standard data
schemas. Finally, the implementation and testing are explained.
One of the major tool used in marketing operatios is Adobe Campaign is a platform for
designing and executing digital marketing campaigns and provides an environment for
visual campaign orchestration.
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Figure 5: Adode campaign homepage
The Photoshop app, available on desktop and mobile devices, is a powerful design tool
used by designers and creatives for a wide range of purposes. With its extensive features
and capabilities, Photoshop app provides a versatile platform for creating visual content.
Designers can use the Photoshop app to create graphics for social media posts, website
banners, logos, product packaging, promotional materials, and more. The app offers
robust design tools, such as layers, brushes, filters, and blending options, that allow for
precise control over design elements and the ability to create intricate and visually
appealing designs.
Furthermore, the Photoshop app supports design for various screen sizes, including
desktop, mobile, and tablet, allowing designers to create responsive designs that adapt
to different devices and platforms. The app also provides tools for creating mockups and
wireframes, helping designers visualize and present their design concepts to clients and
stakeholders.
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With its seamless integration with other Adobe Creative Cloud apps, such as Adobe
Illustrator and Adobe XD, designers can easily transfer their designs between different
apps for a streamlined design workflow.
SNAGIT: For capturing mobile view and desktop view of the asset.
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Figure 7: Snaggit preview
One of the primary uses of the Box app is file storage and sharing. Users can upload and
store files in the cloud, making them accessible from any device with an internet
connection. Files can be easily shared with internal and external collaborators, allowing
for seamless collaboration and file sharing within and outside of the organization. Users
can also set permissions and access controls to ensure that files are shared securely and
only with the intended recipients.
The Box app also offers robust document management features, including version
control, document editing, and commenting. Team members can collaborate on
documents in real-time, making it easy to work on projects together and track changes.
The version control feature allows for the management of different versions of
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documents, ensuring that the most up-to-date version is always accessible and easy to
revert to if needed.
In addition, the Box app provides integrations with various third-party apps, such as
Microsoft Office, Google Workspace, and Adobe Acrobat, enabling users to work
seamlessly across different applications and streamline their workflows. The app also
offers powerful search and metadata capabilities, making it easy to find and organize
files efficiently.
One of the primary uses of the Dreamweaver app is HTML code editing. The app
provides a visual interface that allows designers and developers to create and edit HTML
code using a WYSIWYG (What You See Is What You Get) editor. Users can easily add,
modify, and format HTML elements, such as headings, paragraphs, lists, images, and
links, using the visual editor, making it easy to create web pages without needing to
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write code manually.
The Dreamweaver app also offers a powerful code editor with syntax highlighting, code
completion, and error checking features, which are beneficial for experienced
developers who prefer to work with code directly. The app supports various coding
languages, including HTML, CSS (Cascading Style Sheets), JavaScript, and more,
making it suitable for building dynamic and interactive web applications.
Furthermore, the Dreamweaver app provides templates and pre-designed layouts that
can be used as a starting point for building web pages. Users can choose from a wide
range of templates and customize them to suit their specific design requirements. The
app also offers responsive design features, allowing designers to create websites that are
optimized for different devices and screen sizes.
The Dreamweaver app also supports integration with other Adobe Creative Cloud apps,
such as Adobe Photoshop and Adobe XD, allowing for seamless design and
development workflows. Designers can create visual assets in Photoshop or XD and
import them into Dreamweaver for further development and integration into web pages.
Additionally, the Dreamweaver app offers features for testing and debugging web pages,
such as a built-in browser preview, code validation, and debugging tools, allowing
developers to ensure that their HTML code is valid and functional.
• The purpose of this is to check how many people have received the mail thus
calculating the partial success of the campaign.
• Another schema contains the information of the user activity. This is used to
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gauge the interest area of a particular customer in the campaign. This data can be
processed and used in other campaigns running.
•
Figure 9: Recipient Table
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5.3 WORKING WITH WORKFLOWS
A workflow is nothing but an order of executions that processes a group of information.
Adobe campaign supports with segmentation, record handling, and run campaign by
creating, editing and modifying with its powerful comprehensive graphical
environment.
• Perform scientific tasks like clean up, collecting following data or interim
calculations.
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Figure 12: Complex campaign
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CHAPTER – 6
With the help of BRD we get the required details like the brand and program
details. We target the specific HCP with the required suppression.
File transfer and data loading is done at the start of the workflow. Then we are enriching
the recipient data with the database. In parallel we are also reconciling old azid people
with our database. Deduplication and HCP suppressions take places.
After this process we are checking for any subscription activity by the users by specific
program code and product code.
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Figure 16: Active part of the campaign
In the active part we are doing domain split for google users and other domain users.
For this we using JavaScript code. Then we are checking for fulfillment whether the
users have been targeted before or not. If the users are not targeted we are splitting
the delivery into 4 depending upon their active statuses. After this activity we are
checking for the records availability and configuring the delivery activity.
Simultaneously for other domain we are doing fulfillment check and also records
availability and then we configure the delivery activity with different delivery code.
For active part of the campaign, we are configuring five different delivery codes.
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Figure 17: Sample JavaScript code
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Inactive part of the campaign starts with excluding members from the active
part. Then inactive part is splitted into 8 different delivery time with different
delivery codes. Deduplication is done after the union activity. Further her also
we check for fulfillment where we remover participants who were already
targeted. Then we check for the availability of records. After all the checks we
proceed to the delivery activity of the email campaign where we upload the
assets.
The design of the email and its content will be given to us by the brand team.
We have to create the HTML for website view and mobile view without any rendering
issues. For this we have specific sizes for each application to be followed. This email
will be tested in the adobe campaign tool before deployment of the original campaign.
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Figure 20: Asset HTML preview
After creation of the HTML, assets will go through two different reviews.
Review version document will be created with desktop and website view screenshot
of the email along with the links and personalization details mentioned while creating
the asset.
After review version is cleared and further corrections are made, asset goes to
compliance version. Furthermore, after the approval of CV asset goes to the uploading
part to the campaign operators for it to be deployed in the campaign.
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Figure 21: RV Preview
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6.3 TEST EMAIL BLAST
Just before the deployment QA team checks for the high quality of the
campaign along with the business assurance testing team. Then the email
deliverability team manages the IP reputation. Along with these teams, tagging
does the pre and post analytics for the campaign with the help of adobe
analytics.
CONCLUSION
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REFERENCES
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