Cloud Readiness / Oracle CX Audience
What's New
  1. Update 19A
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Audience
        1. Publish Templates
        2. Publish Audience Objects to Oracle Responsys
        3. Publish to Responsys Multiple Times per Day
        4. Single-Filter Audiences
    2. Audience Insight
        1. Oracle Data Cloud (Datalogix) Behavioral Dashboards
    3. Data
        1. Improved Connect User Interface
        2. Custom Table Enhancements
        3. Filter Enhancements

Update 19A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
29 MAR 2019   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Audience

Publish Templates

Publish Audience Objects to Oracle Responsys

Publish to Responsys Multiple Times per Day

Single-Filter Audiences

Audience Insight

Oracle Data Cloud (Datalogix) Behavioral Dashboards

Data

Improved Connect User Interface

Custom Table Enhancements

Filter Enhancements

Audience

Publish Templates

With the Publish Templates feature, you can pre-define a set of attributes to use in audience publishing. When an audience is brought into Oracle Responsys, for example, marketers will have the data necessary for personalizing and running their campaigns. Or if the marketer is using offline channels, such as direct mail, the marketer can add profile-level information for running the campaign.

Publish templates can include up to 10 fields from a customer data list, its associated profile extension tables (PETs), or both. When a user selects a publish template to be used when publishing an audience to Responsys, the attributes are included in the export, along with the RIIDs.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, see the Create and manage publish templates topic in the CX Audience Help Center.

Publish Audience Objects to Oracle Responsys

As of 19A, when you publish an audience to Oracle Responsys, Responsys creates an audience object. Now, audiences in Responsys that originate from CX Audience can be used in Email and SMS campaigns.

Before 19A, when you published an audience to Oracle Responsys, it was imported into Responsys as a profile extension table (PET). To use the data, you had to create a filter to use the PET (for example, "Give me everyone who is in this PET"), and then use the filter to target your audience for programs and campaigns.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Because audiences originated in CX Audience are created using the profile list, they cannot be used for Push, In-app, and Message Center campaigns. These campaign types use filters and audiences that are created using app channel lists. 

Key Resources

Publish to Responsys Multiple Times per Day

You can now publish an audience to Responsys up to three times per day (by default). Use the "Hourly" option when setting up a Connect job to set the frequency and start time. The system calculates subsequent start times based on your selected start time and frequency.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, see the Publishing audiences section of the CX Audience Help Center.

Single-Filter Audiences

CX Audience now supports audiences comprising a single filter.

For your convenience, you can quickly create a single-filter audience by using the new "Create an Audience" action. You can access this action from any filter on the Manage Customer Data page, or you can create a single-filter audience using Audience Designer.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The quickest way to create a single-filter audience is from the filter itself: 

  1. Go to the Manage Customer Data page and click Filters.
  2. Locate the filter you want to use, and right-click it.
  3. Select Create an Audience. The Create audience dialog is displayed.
  4. Optionally, you can rename the audience or add a description.
  5. Click Create. The Audience Designer is displayed. CX Audience automatically creates a valid audience flow by connecting the filter to the final audience stage, but you must still access Settings and add a notification email address.

Key Resources

For more information, see the Creating audiences topic in the CX Audience Help Center.

Audience Insight

Oracle Data Cloud (Datalogix) Behavioral Dashboards

From Audience Insight, you can now view Oracle Data Cloud (Datalogix) profile and engagement analysis dashboards. These dashboards show the distribution of your profile list by the Datalogix categories and compares that to the Datalogix baseline. This provides visibility on your match rate and a better understanding of your audience demographics, for example, the top metro areas for your audience. The engagement dashboard shows engagement metrics of your profile list for the Datalogix categories.

Datalogix Profile Analysis Dashboard, Demographic Segments View

The dashboards also show your distribution of profiles across lifestyle, retail behavioral, and purchase behavioral segments, based on attributes from Datalogix. This analysis can tell you more about the audience, such as whether you see more "Sports Fans" on your profile than "Gadget Geeks."

Datalogix Profile Analysis, Other Segments View

Steps to Enable

This feature is only available if your account has purchased and enabled the Oracle CX Audience - Data Cloud Integration.

Tips And Considerations

When you open the Datalogix Dashboards, the Datalogix Profile Analysis dashboard is displayed by default. To switch to the Datalogix Engagement Analysis dashboard:

  1. Locate and click the Dashboards menu.
  2. Under My Dashboard, click DLX Engagement.
  3. Click Datalogix Engagement Analysis. The Datalogix Engagement Analysis dashboard is displayed. You can use the Dashboards menu to switch back to the Datalogix Profile Analysis dashboard.

Key Resources

For more information, see the Oracle Data Cloud (Datalogix) dashboards topic in the CX Audience Help Center.

Data

Improved Connect User Interface

The Connect user interface has been re-designed. Its design is now consistent with other parts of CX Audience, as well as with the new Connect user interface in Oracle Responsys.

The new design offers the following benefits:

  • Improved Manage Connect page: You can review jobs, job groups, and completed jobs. You can easily search for jobs and filter them by job type, schedule type, and group name.
  • Improved job creation flow: A new step-by-step interface guides you through creating a Connect job. You can save a draft of a job, and return later to finish creating it. Error validation guides you directly to errors in the job setup, so that you can resolve them more quickly.
  • Improved job group interface: The Job Group user interface has been updated. It now has a similar UI to the rest of the new Connect user experience.

New functionality is available when creating and editing jobs:

  • Job expiration dates: You can now set an expiration date for Connect jobs. After the job expires, CX Audience deletes the job. The default expiration date for new Connect jobs is 30 days after the creation date. However, you can edit the job to change the expiration date or set it to never expire. Existing Connect jobs will not have an expiration date set.
  • Monthly scheduling: You can use the monthly schedule and specify up to 6 days of the month on which the Connect job should be run.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, see the Connect topics in the CX Audience Help Center.

Custom Table Enhancements

CX Audience had the following data enhancements:

  • Composite primary key support for custom tables: When creating custom tables, you may now select multiple fields when specifying the primary key for the table.
  • Support for multiple levels of joins on custom tables, up to three levels deep. This enables you to construct more useful data models. For example, you can create a data model that links a customer's profile to their orders, their orders to each order's line items, and each order line item to details of the item in a product catalog.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, see the following topics in the CX Audience Help Center:

Filter Enhancements

CX Audience had the following enhancements to filter functionality:

  • You can now use up to 10 conditions in a single profile or PET filter. For custom table filters, you can choose up to 10 conditions within each "Where" clause. (There is no limit on the number of custom tables that can be added within each filter.)
  • When you click Get Count for a filter, you no longer need to stay on the page until the count is completed. You can now navigate to other parts of CX Audience and return later to view the filter count. You can also run Get Count for other filters, up to the limited number of simultaneous filter counts for your account.
  • You can now "type ahead" to find an item in a selection list. This helps when the list has a large number of items to pick from.
  • For Responsys behavioral data filters (Email, SMS & Push), all items available for selection in the Where clause are displayed in a single list, without any accordions. This makes it easier to locate and choose the items.
  • In Filter designer, the operator "is greater than or equal to" is renamed to "is more than or equal to". This is for consistency with Oracle Responsys.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For more information, see the Creating filters topic in the CX Audience Help Center.