Roadmap Contents and Dates are Subject to Change

SDL Campaign Management & Analytics

Roadmap27 June 2013

SDL Intelligent Marketing Suite

MSP & AgencyPartners

SDL ContentManagement

SDL LanguageTech & Services

SDL SocialIntelligence

2

IMS 2012•Campaign Manager

2.8•Email Manager 5.5

SR3IMS 2013

•Campaign Manager 2.9

•Email Manager 5.6

Last Release: May 2013

IMS 2013 - Campaign Manager 2.9

4

• Released on May 7, 2013

• Omni-channel Tactic

–Extensions allow new channels to be added without a product update

• Seed Names Import

–Add seed names to validate delivery of your postal mail or ensure security of your list

• Drill Queries

–Build a query which drills down with each selection; Similar to drill sets in AMS

• Campaign Integration Highlights

– Published Operational Campaign API

• Integrate CM into your overall Marketing processes; Automate repetitive tasks to scale the marketing dept.

– Response Attribution

• Delivers implied response and direct response attribution to the campaign history

– Updated Email Response Importer

• ERI has been updated to support very large Email Manager account databases

– Administration Enhancements

• Enhancements to Campaign Roll-off

• Enable CM Row Level Security - Share a data model with data views limited to branch, division, brand, etc.

• Multiple EM Account Mapping allows for an instance of CM to send emails from multiple EM accounts

IMS 2013 - Campaign Manager 2.9.

5

• Email Usability Highlights

– New Creative Builder User Experience

• Visually compelling and easy to use

– Inbox Previews in Gallery View

• Preview 40+ inboxes before sending

– Heat Map for Click Overlay Report

• Report “Clicks to Open” rate across Hot to Cold colors

– SDL Media Manager Integration

• Send Email Campaigns with Video

– Customer Analytics Integration

• Improve Campaign Success using Customer Analytics Visualizations and Modeling

IMS 2013 – Email Manager 5.6.

6

• Email Performance Highlights

–Averaging 41 million emails sent per day

–Data centers are in process of being updated to help deliver the scale required for the future.

–Projecting 15+ billion emails for 2013

–New “Quality of Service” team established to respond to increased demand

–Service releases to improve automatic scalability are being scheduled bi-monthly.

IMS 2013 – Email Manager 5.6.

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• Kettle Integration Platform Adapters

– iLoader / Engine Data Import

–Pause / Resume Campaigns

–Execute Scheduled Document

–Enable / Disable Datasource

–Generic Data Translation – JSON

–Raise Campaign Event

• Data Import Connectors

–Microsoft Dynamics v1.0

–Salesforce.com v1.0

–Celebrus v1.0

–EngageSciences v1.0

IMS 2013 – Pentaho ETL (Kettle).

8

Connectors Released Quarterly

• Solving Key Business Challenges for Marketers to– Acquire Customers

– Grow Customers

– Reactivate Customers

• Tailored to Unique Business Needs of Marketers in Verticals– Retail and CPG

– Travel and Leisure

– On-Line Gaming

– Financial Services (Q3 2013)

• Ready-to-Use Templates for Analysis, Campaigns & Reports

SDL Intelligent Marketing Suite – Vertical Solution Offerings

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Accelerating the Time-to-Value for Marketers

Contextual Personalization

Orchestration

Insights

Interaction Data

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Retail Solution Assets

How many prospects in the database?

Which channels are we spending in?

Where are new customers from?

How many new have we acquired?

Who is spending more/less?

What are top products being purchased?

How can we drive positive spending

changes?

How many have left us recently?

Has the trend changed over time?

How many do we need to win back?

How are our campaigns doing?

How do prospects compare to best?

Who are the right recruits per channel?

What products drive new customers?

What is time gap 1st to 2nd purchase?

What are differences in those changing their

spend?

Which products or channels are driving

changes?

What are growth indicators?

What do the leavers look like?

What are threat indicators?

Where should we focus our reactivation

efforts?

What is right campaign to recruit

prospects?

What is the next best offer for prospects?

What is best way to move people to be more than single

purchasers?

What is next best offer for repeat customers?

How can we increase average value?

How can we retain profitable customers?

How can we drive customers to stores?

What is next best offer for one-time customers?

What is the best time to talk to these

people?

Which campaigns work best?

Acquire

Develop

Reactivate

Listen Understand Engage

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Retail Solution Assets

Prospect Dashboard

Above/Below Lines Channel Dashboard

Recently Acquired Dashboard

Purchase Frequency Dashboard

Cross-Sell and Up-Sell Dashboard

Purchase Change Dashboard

Lapsed Dashboard

Win-Back Dashboard

Reactivation Campaign

Performance

Prospects Analysis

Acquisition Channel Analysis

Recently Acquired Analysis

Purchase Change Analysis

Cross-Sell and Up-Sell Analysis

Spending Increase Analysis

Leaver Risk Analysis

Lapser Analysis

Win-Back Analysis

Reactivation Success Analysis

Prospect Recruitment Campaign

Welcome Programme Campaign

Abandoned Basket Campaign

Cross-Sell & Up-Sell

Retention Campaign

Store Campaign

Second Purchase Campaign

Automatic Reactivation

Program/Campaign

Acquire

Develop

Reactivate

Listen Understand Engage

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Customer Experience in Retail

1212 Picture Only – Video Available from SDL Partner Portal

Customer Experience in Travel & Leisure

1313 Picture Only – Video Available from SDL Partner Portal

IMS 2014 R1•Campaign Manager

3.0•Email Manager 5.7

IMS 2012•Campaign Manager

2.8•Email Manager 5.5

SR3IMS 2013

•Campaign Manager 2.9

•Email Manager 5.6

In Progress

Next Release: Jan 2014

• Internationalization

–Proven rendering and display of international data: Russian, Spanish

–This is not translation of the user interface, just display of data

• Real-Time Dashboard Reporting

–Delivered via Tableau, benefitting the CM, CA, and EM products.

–Reporting from multiple data sources side by side

• ETL Capabilities beyond iLoader

–Delivered via Pentaho ETL (Kettle)

–New inbound data adaptors arrive each quarter

IMS 2014 R1 – Platform Updates .

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• Single Sign On

–All products in the integrated platform have a common login

• Cross Product Navigation

–All products have a common “fly out” navigation system for jumping between modules and all SDL web apps

• Common Look and Feel

–Standardizing all SDL application UI’s on a refreshed, modern design.

IMS 2014 R1 – Platform Updates.

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• High Performance ODBC driver

–Delivers support for ODBC 3.5, optimized for Reading Data

• Intraday Engine Batch Update for Near Time Data

–Update your Engine database multiple times per day

–Expanded options for managing CM data across data loads

• Algorithm Optimization for SSD

IMS 2014 R1 – Engine 5.3.

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• Data Import Connectors

–Webtrends Streams

–Twitter

–Dynmark

–Google Analytics

–SDL Tridion Audience Manager

–SDL Media Manager

–SDL Social Intelligence Warehouse

–Oracle Siebel

–IBM CoreMetrics

–BazaarVoice

IMS 2014 R1 – ETL .

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Connectors Released Quarterly

• Campaign Test and Event Simulation

–Ability to test counts on triggered campaigns via assumed response rates, including counts export

• Processing & Data Mgmt. Enhancements

–Campaign concurrency optimizations

–Audience refresh optimizations in addition to static audiences

• New Segmentation Grid User Experience

– Improves usability in high-volume segmentation environments

IMS 2014 R1 – Campaign Manager 3.0.

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IMS 2014 R1 – Segmentation Grid Wireframe.

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• Message Sending & Throttling Enhancements

– Prevent website or call center from being overwhelmed with responses

• EM Real Time Response Dashboard

– Canned dashboards gets you up and running quickly

• Reporting Enhancements

– Platform and mobile device detection & reporting

– Media Manager video viewed data tracking

• Internationalization

– Support for translated user interface – implement via services

• Under Consideration: Experimentation UI

– Conduct AB Tests of subject line and content on statistically significant groups

IMS 2014 R1 – Email Manager 5.7.

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• Capture

–Collect streaming activity from individual web sessions

• Target

–Establish profile groups for known users to

• Act

–Customize the web experience for profiled groups of known and unknown users

• Feedback

–Track the effectiveness on targeting campaigns

• Optimize

–Continually enhance targeting profiles with response data

IMS 2014 R1 – Full Cycle Web Channel Integration.

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• Campaign Day Timer

– Manage all interactive digital campaigns in a single view

– Display for Day, Week, Month, Year views

– Also displays a “Journey” timeline view

• Calendar Feedback

– Embedded and automatically calculated Engagement Score on each campaign

– Embedded and automatically calculated Life Time Customer Value against all customers

• Role Driven User Experience

– Home Page options tailored to a user’s role in the Marketing department

IMS 2014 R1 – Marketing Calendar.

23

IMS 2014 R1•Campaign Manager

3.0•Email Manager 5.7

IMS 2014 R2•Campaign Manager

3.1•Email Manager 5.8

IMS 2012•Campaign Manager

2.8•Email Manager 5.5

SR3IMS 2013

•Campaign Manager 2.9

•Email Manager 5.6

In Progress

Upcoming Release: Oct 2014

• Renewed Email Manager Integration

–User Experience for Digital Marketer is streamlined using updated API.

• Digital Marketer Enhancements

–Easy Segmentation Interface – user behavior driven

–Automatic Audience membership tracking

–Support for the “unknown” or “anonymous” web users

–Visualizations to guide selection choices and advise of patterns not expected

–Segments are automatically watched for changes in trends and profiled for suggested variances to explore deeper.

IMS 2014 R2 - Campaign Manager 3.1.

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• Campaign Flow Interface

–Build Triggered Campaigns

–Advanced Experimentation: AB and more

–Automation Tool: Split, Wait, Import

• List Creation and Transfer Performance

–Upload Lists & Download Responses Between CA and EM with Minimal Waiting Time.

• Campaign Day Timer Interface

–Shared Calendar with Campaign Manager

• Turbo - Quick Totals Reporting

–Engine Integration to Support Historical Reporting

–SQL Server to support immediate real time reporting

IMS 2014 R2 – Email Manager 5.8.

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IMS 2014 R1•Campaign Manager

3.0•Email Manager 5.7

IMS 2014 R2•Campaign Manager

3.1•Email Manager 5.8

IMS 2012•Campaign Manager

2.8•Email Manager 5.5

SR3IMS 2013

•Campaign Manager 2.9

•Email Manager 5.6

IMS 2015•Campaign Manager

4.0•Email Manager 6.0

In Progress

Upcoming Release: July 2015

• Campaign Manager 4.0

–Release New User Experience for Campaign Track Planning

• Simplified oversight and management of Omni-channel Campaigns

–Complete Integration of Email Manager Creative Builder and Common Audience Building Interface.

• Email Manager 6.0

–Complete Browser Based User Interface

–Common Audience Management Interface

IMS 2015.

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