Marketing System Description

The Marketing System is a high-performance, versatile platform that you use to perform targeted personalized e-marketing through the Web or electronic mail. It assists e-commerce enterprises in effectively communicating relevant messages to shoppers in order to improve sales either directly or indirectly.

The Marketing System includes support for the following functions:

The Marketing System integrates with the Catalog, Orders, and Profiles Systems:


The following table describes the Marketing System features and enhancements:
Table 1. Marketing System Features
Feature Description
Campaign Data Management
  • Publish campaign content to the Web. Display discounts on the Web site.
  • Campaign expressions. Define a condition that Commerce Server evaluates against profiles to determine whether to deliver content, or perform another action.
  • Manage campaign goals. Specify goals and track the number of advertisements delivered in a specified period. Set campaign goals by clicks on an advertisement, by requests for an advertisement, at the campaign-level, or at the advertising item-level.
  • Clear data. Remove inactive or expired campaign items.
Discounts and Coupon Data Management
  • Runtime filtering and discount/coupon display. Display discounts based on discount target information, basket subtotal, or pre-tax and post-tax discounts.
  • Manage discounts and coupons. Create custom-defined discounts, coupons, and coupon-enabled discounts, and define discount interaction policies.
  • Import/export of coupon codes. Support for exporting and importing batches of coupons.
  • Marketing discount pipeline components. Orders System integration for order and item level discounts.
  • Basket pipeline. Discount pipeline components.
List Management
  • List-based expressions. Mailing list management and direct mailer support list-based expressions.
  • Opt-out lists. Maintain campaign-level or site-level opt out lists. You can automatically subtract opt-out lists from a direct mail list.
Application Programming Interfaces
  • Campaign item management API. Manage discounts programmatically.
  • Campaign management API. Manage campaign entities programmatically.
  • Customer management API. Manage your campaign advertisers programmatically.
  • Reference table management API. Manage reference tables programmatically.
  • Web Service API. Perform distributed management of the Marketing System programmatically.
  • Marketing Manager. Manage campaigns, advertisements, and discounts by using the new Windows Forms-based Web service.
  • Marketing data caching. Update run-time and design-time marketing data.
  • Promotional code staging. Perform full or incremental updates of promotional codes/coupons during staging.
  • Refresh cache. Update the marketing data cache on destination servers.
Command Line tools
  • Clear data command line tool. Remove deleted data: customers, campaigns, global expressions, campaign items, discounts and coupon codes that are older than the "deleted number of days" specified.
  • Granular security. You use Windows Authorization Manager to manage scopes, roles, tasks, and operations in the Marketing System.
  • Collection or view-level security. Security levels are included on each of the individual view states throughout the Marketing Manager to allow for role-based access.
  • Task-based roles. Support for the following task-based roles:
    • Discount Author. Create and manage discounts.
    • Global Expression Author. Create and manage global expressions.
    • Marketing Administrator. Has complete access to all tasks and assigns roles to other users.
    • Marketing Approver. Approves campaign items, discounts, ads, and direct mails.
    • Marketing Author. Create and manage customers, campaigns, campaign items, and coupons. Can import and export, and generate user lists.
    • Marketing Viewer. Can only view Marketing System information.
  • Run-time performance counters. Record events associated with the run-time performance. Evaluation Expression Engine, and caching.
  • Pipeline performance counters. Record events associated with the run-time performance of the marketing pipeline components, such as average execution time, errors total, errors per second, execution total, and more.
  • Management-time performance counters. Record events associated with the run-time performance of the Marketing Manager Web service, such as total marketing updates performed, average time per marketing update request, number of marketing lookups per second, and more.
  • Windows event tracing. Use to help with troubleshooting.