Oracle CRM On Demand Marketing TOI: Contact Management and Import
Last updated on OCTOBER 26, 2016
Applies to:Oracle CRM On Demand Marketing - Version 031CS and later
Information in this document applies to any platform.
Role: Marketing User, Marketing Administrator
Length: 20 minutes
This 20-minute course describes the contact management and import process in Oracle CRM On Demand Marketing.
First, it provides general information about contact profiles, attributes, behavioral categories, and the various methods for capturing contact information in the Marketing database. Next, it shows you how to enter contacts manually and search for contacts.
Then, it walks you through the 8 steps for importing contacts into Oracle CRM On Demand Marketing, describing the options on each page in the user interface to help you make the best selection for your situation.
Topics covered include:
- Contact profiles
- Attribute (field) categories
- Behavioral categories
- Methods to capture and update contact information
- File preparation before importing
- Import tool
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