training

1. training Matt Jennings, Senior Product Trainer mjennings@epsilon.com

2. Setting Expectations • 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!

3. 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

4. Harmony Terms

5. Login - http://ui.harmony.epsilon.com

6. 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

7. Business Unit Hierarchy Parent BU Sub BU Sub BU … tier

8. Sample Configuration Corp Office Brand 2 Brand 3 Brand 1 APAC NA EMEA

9. Sample Configuration 2 Fall River Enterprises FRS Health & Beauty FRS Bank & Trust FRS Dairy Co FRS Marketplace FRS Motors Service FRS Mortgage Sales FRS Savings Grocery Mimi-mart Gas & Go In-home treatments FRS Spa Pharma NA EMEA OTC meds Prescription meds Vitamins

11. Data Architecture Components sFTP Site Holds the file until processed Harmony Grabs and processes the file and sends the data from the file to a list and the CPT Customer Profile Table Stores a copy of data Data file is posted to the sFTP site List Stores a copy of data

12. 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

13. Data Architecture Components 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 Customer Profile Table Stores a copy of data

14. Required List and CPT Attributes CustomerKey EmailAddress

16. 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!

17. Folder Options Folder 2 Folder 1 Message Message Image Image Segments Segments

18. Folder Options Folder 2 Folder 1 Message 1 Image 1 Message 2 Image 2 Folder 3 Note: Message assets can reside in different folders and can be copied or moved to other BUs Segment 1 Segment 2

19. Sub Folders Example Folder 2 Folder 1 Beef Pork Dairy Poultry Fish Tilapia Steak Milk Bacon Chops Dark Meat White Meat Wings Fillet T-Bone Buffalo BBQ

21. 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

22. Follow My Lead! Creating a Mailing List • 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

23. Supported File Formats

24. 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

26. 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

27. Follow My Lead! 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

28. 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

30. Beyond simple messaging • In this section we’ll cover: • Messaging Options • Inserting existing html/text content • Personalization using FreeMarker

31. Follow My Lead! FreeMarker Tags • FreeMarker • This syntax is used to personalize email messages • ${Attribute_Name} • Try inserting this for the EmailAddress attribute

32. Follow My Lead! FreeMarker Tags • 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

33. 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

35. 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

36. How can we improve? • Let us know what we did right and how we can improve our programs! Please complete the evaluation form at the site below. Your feedback is appreciated! Log into the Learning Center with your username and password. • Your evaluation will be in the MY LEARNING PLAN section… • http://learn.epsilon.com