Acquisition Campaign Management System Background ...secure.cmax.americanexpress.com/Internet/.../AcquisitionManagemen… · Acquisition Campaign Management System Background & Training

Acquisition Campaign Management System

Background & Training

Acquisition & Loyalty Capabilities Team

1

Table of Contents What is Content Library? Slide 3 - 5

Use Cases for CL Slide 6 - 13

Definition of Terms Slide 14 - 29

Frequently Asked Questions Slides 30 – 33

Dictionary Slides 34 - 35

Additional Help & Questions Slides 36 - 37

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What is Content Library?

Content Library is the name for a user friendly web based tool where one can view application pages and relevant parameters of the “back-end” setup such as source codes in one location. This tool launched in Q3 2012.

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Before Content Library

1. De-centralization of Information – No centralized place for the business to look at application pages,

Source Codes, POIDs, EEPs as well as no linkages between apps, page owners, Source Codes, etc.

2. Compliance Gaps – Compliance gap due to Marketers being unaware of which application pages were

tied to their Source Codes. This hindered Marketers’ ability to decommission pages when offers expired.

3. Verification of SC updates – Business had to wait to confirm that SCs were updated properly.

Verification was based on a spreadsheet that had opportunity for error.

= +

No linkage App Pages/ T&Cs Remediation Costs

SCENARIO 1- Search for information related to campaign

SCENARIO 2- No Linkage with MM

+ +

Marketing

Manager

=

MM & Campaign

Exp. Date

Search for info associated

with SC in ATS

ATS

Search for POID and exp.

date in Nexus

NEXUS

Search for URL by

submitting MSE

Lotus Notes

CATs

CATs

1. User Interface & Linkages – Provides the user an interface of application URLs, Source Codes, offer

expiration dates, EEPs. In addition, it connects the MM to POID and Source Code.

2. Compliance – Closes compliance gaps through URL decommissioning logic that auto-expires

application pages based on their offer expiration date. In addition, Marketers can find individual

application URLs that may need to be decommissioned through their linkage to Source Codes.

3. Verification of SC updates – Source Code swaps can be validated in real time via the tool. Verification

has 100% accuracy because the user is looking directly into the DB, not referencing a manually

compiled spreadsheet.

5

After Content Library

MM can look at all campaign parameters in one place

Happier Marketing

Manager =

Use Cases for Content Library

6

1. Once you login to the tool select CCSG in “Application”.

2. Select eApply under “Data Source”.

3. Select an Offer Expiration Range (not required).

4. Click “Search” .

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Ex. I want to look up CCSG eApply URLs set to expire within a time period

1 2

3

4

Search

Results



3. Select an Offer Expiration Range.

4. Insert a Marketing Manager under “First Name” and “Last Name”.

5. Click “Search” .

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Ex. I received a Change Request from an Marketing Manager to change expiration date and need to look up POIDs associated with the MM

1 2

3

4

5

Search

Results




4. Click “More Options”.

5. Enter Source Code in “Source Code” field. It is a free text field.

6. Click “Search”.

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Ex. I need to look up CCSG eApply URLs, IA & POID but all I have is a Source Code

1 2

3

5

4

6

Search

Results

1. Once you login to the tool select OPEN in “Application”.

2. Select DTW under “Data Source”.



5. Enter Offer Code in “Offer Code” field. It is a free text field.


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Ex. I need to look up OPEN Drive-to-Web URLs with a particular Offer code

1 2

3

5

4

6

Search

Results

1. Once you login to the tool select OPEN in “Application”.




5. Enter EEP in “Entry Point” field. It is a free text field.


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Ex: I need to look up OPEN eApply Source Codes and all I have is an EEP

1 2

3

5

4

6

Search

Results

1. Once you login to the tool select CPI in “Application”.


3. Select an Offer Expiration Range (not required)


5. Enter POID in the “POID” field. It is a free text field.


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Ex. I need to look up CPI eApply Source Codes but all I have is a POID

1 2

3

5

4

6

Search

Results

1. Once you login to the tool select CPI in “Application”.

2. Data Source will be grayed out so you will not need to select anything

3. Select an Offer Expiration Range (not required)


5. Select Microsite in “Flow”.

6. Select a Product in “Product Type”


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I need to look up all CPI URLS for a particular product

1 2

3

5 4

6

7

Search

Results

Definition of Terms

1. BASIC SEARCH

2. FLOWS

3. OFFER STATUS

4. POID

5. CHANNEL ID

6. PRODUCT TYPE

7. SOURCE CODE

8. PARTNER ID

9. ENTRY POINT

10. SEARCH RESULTS

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Basic Search

1

Search Option Search Choices

1 Application:

This is a required field. These should be handled as platforms and not as Business Units.

CCSG=CCSG platform that includes eApply and Drive to Web applications.

OPEN=OPEN Platform that includes eApply and Drive to Web applications.

API=API platform that contains OPEN and CCSG API applications.

CPI=CPI platform that contains OPEN and CCSG CPI applications.

2 Data Source:

For CCSG and OPEN the user has 2 choices: eApply and DTW. This field is required to search for CCSG &

OPEN Applications.

For API/CPI, the Data Source field will be grayed out, meaning that no selection is required.

3 Offer expiration

range:

This is the expiration date range for when the offer is set to expire in Nexus. (CMT can find this for the POID in

Nexus). You can edit the range, however the default will always be [today’s date] to 12/31/2099. *TIP: The

user can also delete the dates to receive results that are NOT in Nexus 2.0.

4 Marketing Manager

First and Last

Name:

This is the Marketing Manager name that is associated with the offer in Nexus.TIP: The P2P Migration project

copied certain campaigns that were in Nexus 1.0 to Nexus 2.0. For those campaigns, only the basic shell

(Offer expiration date and POID) were copied so P2P MM Migration will display in the First Name and Last

Name fields.

2

3

4

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Flows

5

If User selects CCSG & OPEN (in Application) and eApply (in Data Source). Directs to the following flows:

Supps application “s” in search results (Stand alone Supplementary Application).

Long application “lng” in search results (Prospect Long Application).

Member application “srt” in search results.

Upgrade “srt” in search results.

If User selects CCSG (in Application) and DTW (in Data Source): Directs to the following flows:

DTW Prospect “02” in search results.

DTW Cardmember: “03” in search results.

DTW Upgrade: “09” in search results.

If User selects OPEN (in Application) and DTW (in Data Source). Directs to the following flows:

DTW Prospect PA “12” in search results.

DTW Prospect NPA “03” in search results.

DTW Cardmember “07” in search results.

DTW Upgrade “10” in search results

API/CP. Directs to only one flow:

Microsite Only option.

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Offer Status

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This field selects the status as it is in Nexus and eApply DB. *Please Note that there are duplicates at this time, but

they will be removed.

Active Offer status is currently live in Nexus.

Archived Offer Status assigned for offers not in Nexus 2.0.

Cancelled Offer is cancelled in Nexus 2.0.

Delinked POID has been delinked in Nexus 2.0.

Inactive Offer Status for campaigns that have expired in Nexus 2.0. (If the offer was extended in

Nexus after the date had passed, the MM must submit an MSE to turn the Inactive status to

Active.)

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POID

This is a free text field for all platforms (CCSG, OPEN, API, CPI) . You can insert the POID in this field to get offers tied

to that POID.

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Channel ID

8

Channel ID Channel Name

0 Default

1 Microsite

2 In Branch Portal

3 Call Center Portal

5 Fieldsales

6 Tradeshow

99 Online

Channel Type is the broader-level classification. Every Channel Type will have different channels.For instance, for

eApply the Channel ID will default to 99. the Channel Type for Microsite is ‘1’, whereas Channel ID is 1000.

*For API/CPI this is a free text field.

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Product Type

Key for CCSG, OPEN, API on the following pages.

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CCSG Product Type

Product ID Product Name

4 Hilton Hhonors Credit Card

5 Delta Classic Credit Card

6 Starwood Credit Card

7 Blue Sky Credit card

8 Optima Credit Card

10 Senior Green Charge

11 Senior Gold Charge

13 Rewards Plus Gold

17 Platinum Charge Card

21 Mercedes Benz Credit Card

22 Mercedes Benz Platinum Card

24 Delta Gold Credit Card

28 Hilton Hhonors Surpass Credit Card

29 Optima Platinum Card

36 Delta Platinum Credit Card

37 Delta Reserve Credit Card


38 Blue Credit Card

41 Blue Cash Preferred Card

48 Delta Options Credit Card

54 Costco TrueEarnings Credit Card

67 Blue Cash Credit Card

73 Green Charge Card

78 Premier Rewards Gold Card

79 Gold Charge Card

82 JetBlue Credit Card

85 Clear Credit Card

87 Zync Credit Card

94 Starwood Premium Credit Card

97 Blue Sky Preferred Credit Card

98 Blue Cash Everyday Card

99 Centurion Charge Card

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OPEN Product Type


12 Skypoints Business Card

14 Business Gold Charge Card

15 Executive Business Charge Card

16 Business Platinum Charge Card

18 Freedompass Business Card

20 Delta Skymiles Business Credit Card

21 Platinum Delta Skymiles Business Credit Card

22 Gold Delta Skymiles Business Credit Card

24 Business Gold Rewards Charge Card

25 JetBlue Business Credit Card

30 The Plum Card Business Charge Card

39 Delta Reserve for Business Credit Card

46 Blue for Business Credit Card

47 Business Management Account


48 Platinum Business Credit Card

54 Business Membership Rewards Card

55 Amex community Business

58 Blue Cash Business

61 Business Purchase Account

64 Business Green Rewards Charge Card

65 Platinum Business Cash Rebate

70 Starwood Preferred Guest Business Credit Card

72 Lowes Business Rewards Card

74 Business Green Charge Card

75 SimplyCash Business Credit Card

80 Starwood Premium Business Card

99 Business Centurion Charge Card

200 TrueEarnings Business Credit Card

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API Product Type

Product

ID

Product Name

BCSH Blue Cash from American Express

BGRC Business Gold Rewards

BGRO Business Gold Rewards Open Card

BLFA Blue from American Express

BUPC Business Platinum Card

BUPO Legal Zoom Business Platinum Card

BUSG Business Gold Rewards Card

CCFA Centurion Card from American Express

CCWC White Shoes Client Centurion

CCWE White Shoes Employee Centurion

CCWS Centurion® Card from American Express

DDSO Delta Dynamic Gold Skymiles Open

DG10 to DG59 Delta Gold Skymiles Card

DGOA Delta Gold Skymiles Open For Airports

DGS1 Delta Gold Skymiles Card









DGSA Delta Gold Skymiles Card For Airports

DGSC Delta Gold Skymiles Card

DGSO Delta Gold Skymiles Open

DPSC Delta Platinum Skymiles Card

Product

ID

Product Name

DPSO Delta PlatinumSkymiles Open

DRBC Delta Reserve for Business Credit Card

DRCC Delta Reserve Credit Card

GDSM Gold Delta Sky Miles Business Card

HH10 Hilton HHonors® Platinum Credit Card









HHP1 Hilton HHonors® Platinum Credit Card









HHPC Hilton HHonors® Platinum Credit Card

HHPD Hilton HHonors® Card

HHSC Hilton HHonors® Surpass card

HPCA Heidi Personal Card from AmericanExpress

*Please note: There are several product IDs mapped to one product, because each ID represents a

different partner, ex. Sovereign Bank

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API Product Type (Continued from previous page)


JBCA Jet Blue Card From American Express

JBCO Jet Blue Business Card From American Express

LPLU Legal Zoom Plum Card from American Express

MSCA Morgan Stanley Credit Card

MSPA Morgan Stanley Platinum Card

OPTC Optima Card

PBCR Platinum Business Cash Rebate Credit Card

PCFA Platinum Card from American Express

PCWC White Shoes Client Platinum

PCWE White Shoes Employee Platinum

PCWS Platinum Card® from American Express

PDSC Platinum Delta Skymiles Business Credit Card

PLUM Plum Card from American Express

PMGC Premier Rewards Gold Card


PRGC Preferred Rewards Gold Card

PRGS Preferred Rewards Gold Card® from American Express

PWCM White Shoes Platinum Client Microsite

PWCP White Shoes Platinum Client Partner Portal

PWEM White Shoes Platinum Employee Microsite

PWEP White Shoes Platinum Employee Partner Portal

SCBC SimplyCash Business Card

SCBO Legal Zoom SimplyCash Business Card

STPC Starwood CCSG card from American Express

STPG Starwood Preferred Guest Card

STPO Starwood OPEN card from American Express

SWPC SW Premium Consumer

SWPO SW Premium Business

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Source Code

10

This is a free text field for all platforms (CCSG, OPEN, API, CPI) and Data Source (eApply and DTW).

*CMT can find the Source Code based on the Source code checklist.

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Partner ID

11

Partner ID Partner Name

12 ADIE Mexico

70 Ameriprise

73 Bank Atlantic

B1 BOBCAT

60 CCSG

54 Delta

U7 DeltaPrescreenPartner

D1 Elite

47 EVO Merchant Services

32 First Republic Bank

B4 GMSSalesForce

35 Guaranty Bank


68 Harris Bank

M1 Heidi

71 Hilton

H1 Hilton Grand Vacation

77 JetBlue

B6 Legal Zoom

48 Modern Bank

MS Morgan Stanley

B3 Ogilvy

61 OPEN

89 PRC


C2 Sales Partnership Incorpo

33 Short Hills

41 Sovereign Bank

31 Starwood

95 StarwoodDynamic

B5 Ticketmaster

65 United Bank Card

67 WEST

51 White Shoes

YB Yellow Book

This ID is relevant for API & CPI and will define the partner for a particular offer. This field is a free text field.

For CCSG & OPEN it will default to respective platform (i.e. for CCSG, Partner ID will be CCSG).

AXP Restricted 27

Entry Point

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Also identified as EEP. This is a free text field.

*CMT can find the Entry Point in the Source code checklist.

Entry Point is used for eApply (in Data Source). For API, it is called Sequence Number.

Search Results

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Click on arrow

to view more

parameters

Click on Search

Options to return to

query fields

Click on page

#s to view

more records

Search Results- items only in search results

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Term Definition

Application Type There will be 3 in the search results:

B= Basic.

S=Supp.

U=Upgrade.

Application URL Links to application. If Application has expired it will redirect to offer expiry page.

CMAX key Unique combination of Page ID+EEP+Product that allows the page to load.

DTW flow types See Slide 16 for definitions.

IA Product ID code.

SPID The combination of Process Path (PA/NPA) and Response channel (i.e. Online). *CMT can find this value in

the Source Code checklist.

Upsell Offer Code Offer code that offer is upselling to. This field is an alpha numeric value that identifies the Upsell application

page that is set up via MSE.

Terms &

Conditions URL

Links to Terms and Conditions of application page.

FREQUENTY ASKED QUESTIONS

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FAQ

Question: A campaign is still active but when I click on the application link in CL, it shows me the Offer Expiry page. Why does it show something different in CL?

First, troubleshoot by checking the campaign offer expiration date in Nexus and CL. The offer expiration date in CL corresponds to the offer expiration date in Nexus. If the date has passed, the Marketing Manager will have to submit a change request to CMT to extend your offer and submit an MSE to bring the page back up with the appropriate CRA.

Question: If my Change Request to extend my offer was executed today, why does CL show the old date?

The data hasn’t been updated from Nexus yet. Please allow 24-48 hours to update. 31

FAQ

32

I see a campaign in CL as active and the expiration date is in the future, but the application URL is going to an error page. Why is this happening?

CL only shows you the information in the back end. Your page may have been decommissioned from the front-end via MSE.

Will the Marketing Manager get notified when their application pages are expired?

Yes. Currently, notifications are manual via email from the ASM team (see contact information on last slide). In the future, it will be an automated notification from CL. The MM will receive a notification 30 days before the offer expiration date and another when the page expires.

FAQ

I did a search for a Marketing Manager name and nothing came up in CL when I know they have campaigns in market. Why are they not showing up?

Search via other parameters such as Source Code. If a campaign was migrated to Nexus 2.0 via P2P Migration project, the name will display as “P2P MM Migration”.

If an application page is expired, will CL help me see what my page looked like when it was up?

CL contains E3 URLs that only show what is currently in production. If your offer has expired, you will see the offer expiry page.

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Dictionary

34

Term Definition

Active Offer status that depicts that the campaign is live as stated in Nexus.

API API platform that contains OPEN and CCSG API source codes.

Application

There are 4 options for Application and these should be handled as platforms and not necessarily as Application types. This is one of 2 fields that have the user has to choose an option. The 4 options are CCSG, OPEN, API, CPI.

Application Type under search results B= Basic.

S=Supp.

Archived Offer Status that depicts campaigns that were not in Nexus.

B Basic. (In the Search Results under Application).

Cancelled Offer status that depicts that the campaign has been cancelled in Nexus.

CCSG CCSG platform that includes eApply and Drive to Web source codes.

Channel ID This ID refers to the type of channel for the campaign (i.e. 99=online).

CPI CPI platform that contains OPEN and CCSG CPI source codes.

Data Source a.For CCSG and OPEN the user has 2 choices eApply and DTW.

b. For API/CPI, the Data Source field will be grayed out, meaning that no selection is required.

Delinked POID has been delinked in Nexus.

Entry Point

Also identified as EEP. This is also a free text field in CL. *CMT can find the Entry Point based on the Source code checklist. Entry Point is used for the eApply Data Source. For DTW Data Source is called Sequence Number.

Flows Lets the user know which parameters will be used in order to get search results. The user will be able to choose based on the Application and Data Source option selected.

Inactive Offer status that depicts the campaign is not active in Nexus.

Long application Prospect Long Application (in search results will show up as lng).

Marketing Manager First and Last Name This is the Marketing Manager name that is associated with the campaign in Nexus.

Member application Cardmember Short Application (in search results will show up as srt in flow type).

Offer code This is a free text field. It is an alpha numeric value that identifies the DTW application page that is set up via MSE.

Offer expiration range

This field outlines when the campaign will be expiring in Nexus. (CMT can find this in the Source Code checklist as well) You can choose to select a range. The default will always be “today’s date” to 12/31/2099. *The user can also delete the dates and will get all results in Nexus 2.0.

Dictionary

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Term Definition

Offer status

Active=Offer is currently live in Nexus. Archived= Offer Status assigned for offers not in Nexus 2.0. Cancelled= Offer is cancelled in Nexus. Delinked= POID has been delinked in Nexus. Inactive= Offer Status as received from Nexus.

OPEN OPEN Platform that includes eApply and Drive to Web source codes.

P2MM Migration under Marketing Manager Name and Last Name in search results

The P2P Migration project sought to migrate campaigns that were in Nexus 1.0 to Nexus 2.0. The project migrated only the basic shell (Offer expiration date and POID). As a result, the user will see P2MM Migration in the Marketing Manger Name and Last Name fields of the search results.

Partner ID This ID is relevant for API & CPI and will define the partner for particular campaign. For CCSG & OPEN it will default to respective platform (i.e. for CCSG, Partner ID will be CCSG).

POID

This is a free text field in CL for all platforms (CCSG, OPEN, API, CPI) and Data Source (eApply and DTW). You can insert the POID (found in Nexus) in this field and will be able to get campaigns tied to that POID.

S Supp Application (in search results under Basic/Supp)

Source Code This is a free text field in CL for all platforms (CCSG, OPEN, API, CPI) and Data Source (eApply and DTW). *CMT can find the Source Code based on the Source code checklist.

SPID the combination of Process Path (PA/NPA) and Response channel (i.e. Online). *CMT can find this value in the Source code checklist as well.

Srt Refers short app. (It is also used for Member Application in flow type search results).

Supps application Stand alone Supplementary Application.

Upgrade Cardmember upgrade application.

Upsell Offer Code Similar to Offer code for DTW, this field is an alpha numeric value that identified the Upsell application page that is set up via MSE.

Additional Help & Questions

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If you need additional help or have any questions please contact Monica Llontop or you can click on the FAQs or Help links on the right side of the page. See below:

ASM Contact Information

Monica Llontop:

212-640-1331

43-304D

[email protected]

Kalpana Ganti:

212-640-5310

43-304C [email protected]

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mailto:[email protected]

mailto:[email protected]

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Acquisition Campaign Management System Background ...secure.cmax.americanexpress.com/Internet/.../AcquisitionManagemen… · Acquisition Campaign Management System Background & Training