training
Matt Jennings, Senior Product Trainer
mjennings@epsilon.com
OBJECTIVES
Setting Expectations
1.
2.
3.
4.
Focus today is on “how to” steps for using Harmony
This is a hands-on, guided training
You will have time practice on your own after the training
Share your questions and answers in Ignite!
OBJECTIVES
Things we’ll cover
•
•
•
•
•
•
Business Units – Understanding how Harmony is organized
Customer Profile Table – Importing data to a table
Folders – Creating a folder and subfolder
Lists – Creating a list and importing data
Campaigns – Creating campaigns and messages
Advanced Messaging – Creating content snippets and
personalization
• *There will be additional training at a later date to cover
Administration items, Reports and additional features
OBJECTIVES
Harmony Terms
Harmony
DREAM
DREAMmail
Business Units
Partner/Client
Client/Site
Folder
Folder
Campaign
Email
Template
Message
HTML Content
Text Content
Copy Module
Content Segment
Segmentation Rule
Segment
Filter
Customer Profile
Profile List
N/A
List
Sub List
Standard List
Proof List
Friendly List
Proof List
Attribute
Attribute
Profile field
OBJECTIVES
Login - http://ui.harmony.epsilon.com
Administration
Headline
Business Units
• BUs (Business Units) function as the main account
• Sub BUs can be created within a BU, with the BU as the
parent account
• Although sub BUs show up within a parent BU, none of the
properties or settings from the parent BU are inherited
• Business Units are created with Harmony’s BackOffice which
is a separate site
1
data
Business Unit Hierarchy
Parent BU
Sub BU
Sub BU
1
data
… tier
Sample Configuration
Corp Office
Brand 2
Brand 1
1
data
APAC
NA
Brand 3
EMEA
Sample Configuration 2
Fall River Enterprises
FRS Health &
Beauty
FRS
Bank & Trust
FRS
Savings
In-home
treatments
1
FRS Spa
Mimi-mart
NA
Vitamins
FRS
Motors
Service
Sales
Grocery
Pharma
Prescription meds
FRS
Marketplace
FRS
Mortgage
data
OTC meds
FRS
Dairy Co
Gas & Go
EMEA
1
data
1
DATA
Data Architecture Components
Harmony
sFTP Site
Holds the file until
processed
Grabs and
processes the file
and sends the data
from the file to a
list and the CPT
List
Stores a copy of
data
Customer
Profile Table
Stores a copy of
data
1
DATA
Data Architecture Components
•
sFTP
Holds the file until
processed
•
•
•
Each BU and SubBU must be connected
to an sFTP site
SubBUs can either share the same
repository with the BU
OR each can have their own repository
OR some combination of the above
1
DATA
Data Architecture Components
Customer
Profile Table
Stores a copy of
data
•
•
•
•
Every BU must be connected to a CPT
SubBUs can either share the same CPT
with the BU
OR each can have their own CPT
OR some combination of the above
1
DATA
Required List and CPT Attributes
• CustomerKey
• EmailAddress
2
folders
2
FOLDERS
Creating a Folder
In this section we’ll cover:
Folders
• Store and organize your message elements
• Can be created within other folders
• Are required to save any message elements
• Items within a folder can be shared with other folders and
BUs by using the Copy to and Move to icons at the
bottom of the screen
Let’s create a folder!
2
FOLDERS
Folder Options
Folder 1
Folder 2
Message
Message
Image
Image
Segments
Segments
2
FOLDERS
Folder Options
Folder 2
Folder 1
Message 1
Image 1
Message 2
Image 2
Folder 3
Segment 1
Segment 2
Note: Message assets can
reside in different folders and
can be copied or moved to
other BUs
Sub Folders Example
Folder 2
Folder 1
Beef
Steak
Fillet
1
data
T-Bone
Pork
Chops
Bacon
Dairy
Poultry
Fish
Tilapia
Milk
Dark Meat
White
Meat
Wings
Buffalo
BBQ
3
lists
3
LISTS
Lists
• Any data imported to a list is also automatically then
uploaded to the associated CPT
• Importing to the Customer Profile Table
• Custom Attributes can be added
• Segmentation rules can be applied
3
LISTS
Creating a Mailing List
Follow
My
Lead!
Types of Lists
• Mailing - Standard Mailing List used for deployment to
subscribers
• Proof - A list of testers to receive the message before
deployment
• Seed – A list of mock records used for proofing
• Suppression – Temporary “Do Not Send”. Subscribers on a
suppression list will not be sent to, regardless of whether
or not they are on the intended lists
3
LISTS
Supported File Formats
Delimiter
Pipe
Semicolon
Tab
Comma
Double Pipe
Space
Sample Header Row
Email_Address│First_Name│Gender│State
matt@aol.com│Matt│male│New York
Email_Address;First_Name;Gender;State
matt@aol.com;Matt;male;New York
Email_Address First_Name Gender State
matt@aol.com Matt male New York
Email_Address,First_Name,Gender,State
matt@aol.com,Matt,male,New York
Email_Address││First_Name││Gender││State
matt@aol.com││Matt││male││New York
Email_Address First_Name Gender State
matt@aol.com Matt male New York
3
LISTS
Things to remember…
• CustomerKey and EmailAddress are required fields
• A list of Standard fields will be available in Ignite
• If an attribute isn’t segmentable, you will not be able to
query on it later
• PII is only visible to users with certain levels of access
4
campaigns
4
CAMPAIGNS
Creating a Campaign
In this section we’ll cover:
Campaigns
• Text and HTML Emails are created here
• Text and HTML Content snippets are created here and can
be used in any message within the same folder
• Images are uploaded, hosted and stored within campaigns
4
CAMPAIGNS
Creating an Email
Let’s take a look at the message creation process
This is where we will:
• Configure message properties
• Select audience
• Upload content and track links
• Perform Spam Check analysis
• Preview, Proof, Approve and Deploy
Follow
My
Lead!
4
CAMPAIGNS
Things to remember
• You can copy or move a message to other folders
• Email settings can be saved and reused for other email
deployments
• Link Name, Tag and Description can be specified in the
HTML and will populate in the Links Table
5
advanced messaging
5
ADVANCED MESSAGING
Beyond simple messaging
In this section we’ll cover:
Messaging Options
• Inserting existing html/text content
• Personalization using FreeMarker
5
ADVANCED MESSAGING
FreeMarker Tags
Follow
My
Lead!
FreeMarker
This syntax is used to personalize email messages
${Attribute_Name}
Try inserting this for the EmailAddress attribute
5
ADVANCED MESSAGING
FreeMarker Tags
Follow
My
Lead!
You can also use a default, and format the text output
${Attribute_Name!’default’?capitalize}
Let’s add First_Name and create default with
appropriate formatting
5
ADVANCED MESSAGING
Things to remember
• FreeMarker Tags can be used for personalization using
subscriber data, providing default values, and formatting
text output
• FreeMarker Tags can be used to create dynamic message
• Visit the Personalization page in Ignite for more on
FreeMarker
• Personalization Using FreeMarker course
additional resources
ADDITIONAL RESOURCES
Ignite
• Harmony Questions are a forum in Ignite!
• Search Ignite for documentation or training
• Please visit ignite.epsilon.com for additional information
about Harmony
• If you do not already have Ignite access, email
pcleary@epsilon.com to get access
ADDITIONAL RESOURCES
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Let us know what we did right and how we can improve
our programs! Please complete the evaluation form at the
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