Transcript Co-funded Marketing Campaigns

Global Partner Portal
Co-funded Marketing Campaigns
Global Partner Portal
© 2010 IBM Corporation
Creating a new opportunity
Adding a co-funded marketing campaign to a new opportunity
You can add both co-funded marketing campaigns (campaigns that are on the CoMarketing Tool (CMT) on PartnerWorld) and marketing campaigns (not on the CMT
tool) to an opportunity. The process differs depending on which type of campaign
you are adding.
Note: For co-funded marketing campaigns, you will need the UCID. If you don’t
remember the UCID, go to the IBM Co-funded Marketing Web site and look under
the heading “Status of 20xx Marketing Campaigns.”
To add a co-funded marketing campaign to a new opportunity, perform the following
steps:
1. Click the Opportunities screen tab.
The Opportunities screen, My Opportunities view, which contains a list of
opportunities, is displayed.
2. Click New to create a new opportunity.
3. Complete the required fields.
4. Click the UCID field control.
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Creating a new opportunity
Adding a co-funded marketing campaign to a new opportunity
5. Click the chevron next to the record with the desired UCID and Activity Description.
6. Click OK. The UCID appears in the UCID field.
7. If you don’t see the desired record in the list:
a. In the Starting With field, type the UCID.
b. Click Go. The UCID appears in the UCID field.
Note: If you don’t see your UCID in the list and can’t find it by querying, add it to the
Description field in the Opportunity header record. Use the format in this example
(NEUK0020108 is the UCID number): UCID: NEUK0020108. Make sure Work in GPP
is unchecked.
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Creating a new opportunity
Adding a co-funded marketing campaign to a new opportunity
8. If you want this opportunity to flow to IBM’s CRM system and be visible to IBM,
make sure the Work in GPP box is unchecked.
9. In the Opportunity record, click Save. The UCID that you added appears in the
Oppty Source/Co-Marketing Codes field as a secondary source.
Note: Once you save the record, you cannot change the UCID. If you need to
change the UCID, contact PartnerWorld Contact Services.
Notes:
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
You should only add one marketing campaign to an opportunity.

Because of business controls, you cannot delete a marketing campaign. If you do need to delete a
marketing campaign from an opportunity, contact PartnerWorld Contact Services.
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Creating a new opportunity
Viewing the UCIDs for your firm
Opportunity Focal Points and Business Partner Administrators:
To view the UCIDs for your firm, perform the following steps:
1. Click the Opportunities screen tab.
2. Click the Show field arrow.
3. Click Co-Marketing UCIDs.
The UCIDs for your Business Partner firm are displayed.
For more information on co-funded marketing, see the IBM Co-funded Marketing
Web site.
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Creating a new opportunity
Adding a marketing campaign (not on the CMT tool) to an
opportunity
To add a marketing campaign to an existing opportunity, perform the following steps:
1. Click the Opportunities screen tab.
The Opportunities screen, My Opportunities view, which contains a list of
opportunities, is displayed.
2. Find the opportunity or click Query.
3. To select the opportunity, click the blue hyperlink in the Opportunity Num field.
The opportunity details are displayed.
4. Click the Oppty Source/Co-Marketing Codes field control.
5. Click Add.
6. With Source Name selected in the Find field, in the Starting with field, type the
Tactic Code followed by an asterisk, for example: 107DD13M*.
7. Click Go.
8. Check the box next to the desired tactic code. If you see multiple results, select the
one pertaining to your country.
9. Click OK. The marketing campaign appears in the Lead Sources window.
10. Click OK.
11.Click Save.
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