IBM United States Software Announcement 215-492, dated October 27, 2015 adds enterprise packages and offers new capabilities for all packages Table of contents 1 Overview 6 Publications 2 Key prerequisites 7 Technical information 2 Planned availability date 7 Ordering information 2 Description 10 Terms and conditions 5 Product positioning 12 Prices 6 Program number At a glance IBM (R) Marketing Cloud highlights: Faster time to achieve return on investment through a cloud-based, digital marketing platform Flexible marketing database to create a single view of the customer Sophisticated interaction engine to automate consistent cross-channel experiences Purpose-built analytics that drive better marketing decisions and deeper customer engagement Flexible integration framework that supports click to connect integration with organization's data sources and other applications Overview Enterprise and B2B Enterprise deliver new capabilities and increased usage volumes, and provide remotely delivered onboarding services to help marketers quickly take advantage of new product capabilities. Marketing Cloud Enterprise Marketing Cloud Enterprise builds on the capabilities offered in Standard and includes entitlement to Allocadia-powered planning and budgeting capabilities. It features new Journey Designer, Universal Behavior Exchange, and Social Audience capabilities, and also includes customer relationship management (CRM) capabilities. Subscribers receive additional Authorized Users as well as increased usage volumes for program automation, scoring, and Email Insights TM. Subscribers also receive more Marketing Interactions. Marketing Cloud B2B Enterprise Marketing Cloud B2B Enterprise builds on the features offered in Marketing Cloud B2B Standard and includes entitlement to Allocadia-powered planning and budgeting capabilities. It features new Journey Designer, Universal Behavior Exchange, and Social Audience capabilities. Subscribers receive additional Authorized Users as well as increased usage volumes for program automation, scoring, and Email Insights. Subscribers also receive more database records. Marketing Cloud Standard and Marketing Cloud B2B Standard IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 1
These products include Journey Designer, Universal Behavior Exchange, and limited volumes of Social Audiences. Refer to the Description section for more information about the capabilities and service offerings for these products. Key prerequisites - Budget and Expense Planning, powered by Allocadia Subscribers to Enterprise and B2B Enterprise receive entitlement to - Budget and Expense Planning. Budget and Expense Planning Onboarding Services is included with this subscription. Software Services requirements: Subscribers to Enterprise must purchase IBM Marketing Cloud Enterprise Onboarding Services. Subscribers to B2B Enterprise must purchase IBM Marketing Cloud B2B Enterprise Onboarding Services. Subscribers to Enterprise and B2B Enterprise receive entitlement to - Budget and Expense Planning. Customers choosing to subscribe to additional users for this application are required to purchase Budget and Expense Planning Onboarding Services. Technical requirements requires an Internet connection and browser. For more details about system requirements, refer to the Technical information section. Planned availability date October 27, 2015 Description offerings: Enterprise B2B Enterprise Standard B2B Standard Enterprise This offering is for business-to-consumer (B2C) marketers who want to design and automate highly relevant and compelling cross-channel journeys. Marketing Cloud Enterprise offers capabilities such as planning and budgeting, customer relationship management (CRM) integration, and scoring models. It also includes increased entitled usage volumes for capabilities shared with Marketing Cloud Standard. B2B Enterprise This offering is for business-to-business (B2B) marketers who want to implement sophisticated lead scoring and nurturing programs to optimize marketing return on investment (ROI). Marketing Cloud B2B Enterprise offers capabilities for planning IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 2
and budgeting. It also increases entitled usage volumes for capabilities shared with Marketing Cloud B2B Standard. - Budget and Expense Planning extension Marketing Cloud Enterprise and Marketing Cloud B2B Enterprise subscribers are entitled to the budget and expense planning capabilities, powered by Allocadia. This extension is also available as a standalone product and as an optional upgrade for Marketing Cloud Standard and Marketing Cloud B2B Standard subscribers. Planning: Create and share plans to align corporate strategy, forecast ROI, and predict revenue impact Budgeting: Create and manage global budgets in any currency without cumbersome, disconnected spreadsheets whether global, regional, or product centric Performance: Visualize, analyze, and optimize marketing spend; make smarter decisions when connecting plans and budgets to CRM, finance, and marketing data New capabilities included in Marketing Cloud Enterprise, Marketing Cloud B2B Enterprise, Marketing Cloud Standard, and Marketing Cloud B2B Standard Journey Designer: Empowers marketers to collaborate, design, and continually improve customer experiences and results Universal Behavior Exchange: Enables an open approach to sharing customer data through a behavioral event and segment exchange Social Audiences: Empowers marketers with a simple, cost-effective tool that allows them to effectively target their customers using paid social media. Organizations that purchase Marketing Cloud Enterprise or Marketing Cloud B2B Enterprise are entitled to large usage volumes of this new capability. This capability can also be subscribed to as a separately, standalone offering without Marketing Cloud. Existing capabilities included in Marketing Cloud Enterprise and Marketing Cloud Standard The following capabilities are shared by subscribers who have Marketing Cloud Enterprise and Marketing Cloud Standard. Organizations that purchase Marketing Cloud Enterprise are entitled to additional authorized users and larger usage volumes for several capabilities. For details, refer to the individual product software as a service (SaaS) Terms of Use (TOU) documents. Marketing database: Collect comprehensive customer data in a single source and leverage that data to drive automated campaigns and personalized communications. Segmentation: Use behavioral, profile, preference data, and more to query and narrow down your target audience. Optionally, integrate segmentation queries with your marketing strategies to deliver highly engaging, personalized content to your target audience. Content builder: An intuitive, web-based editor enables you to create and edit content in the application, with point-and-click access to features, such as link tracking, personalization, dynamic content, and more. Dynamic content: Create messages directly in the message body that are relevant and specific to each customer, using an intuitive point-and-click interface. A/B testing: Send test emails to test subject line, from name or content elements; find out which element has the best response, and send the best performing emails to contacts. Email: Create and send emails with content that is relevant and engaging. Mobile push: Deliver personalized messages by combining mobile app data with rich consumer profile information. Social share: Share email marketing messages on social networking sites and produce detailed report results. IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 3
Landing page: Point-and-click access to create campaign-specific pages and custom web forms. Behavioral analytics: Manipulate mailing results to identify trends and target customer segments; define customer segments and select metrics to create cross-tab and table reports, and then manipulate reports by adding or removing fields, changing metrics, and sorting and ordering columns. Campaign reports: Create aggregate and detailed reporting information about emails sent to customers. Reporting metrics include opens, conversions, rich media, forwards, and click-stream data access. Program automation: Create marketing campaigns through a visual campaign builder. Additionally, subscribers of Marketing Cloud Enterprise have access to the following capabilities that were previously announced as part of Marketing Cloud B2B Standard: Scoring: Score customers and prospects based on buying criteria, demographics, and behaviors, such as website visits, form submissions, and message interaction, or on time-based components, including recency and frequency. CRM integration: Integration with third-party CRM systems, including Salesforce.com, Microsoft TM Dynamics CRM, NetSuite, and Sugar CRM. Existing capabilities in Marketing Cloud B2B Enterprise and Marketing Cloud B2B Standard The following capabilities are shared by subscribers of Marketing Cloud B2B Enterprise and Marketing Cloud B2B Standard. Organizations that purchase Marketing Cloud B2B Enterprise are entitled to more authorized users and larger usage volumes for several capabilities. For details, refer to the individual product SaaS TOU documents. All capabilities included with Marketing Cloud Enterprise and Marketing Cloud Standard Marketing automation Lead nurturing: Create marketing campaigns through a visual campaign builder. Scoring: Score customers and prospects based on buying criteria, demographics, and behaviors, such as website visits, form submissions, and message interaction, or on time-based components, including recency and frequency. Based on scores, marketing automation features route customers and prospects for appropriate follow-up. Progressive forms: Reduce form abandonment and build a contact's profile, over time, with progressive web forms that show different questions each time a contact visits a website or landing page. Digital behavior tracking: Monitor how contacts interact with you online by using calculators, live chats, social buttons, and more. Use these custom web tracking event behaviors to move a contact to a marketing program or a behavior scoring model. CRM integration: Integrate with third-party CRM systems, including Salesforce.com, Microsoft Dynamics CRM, NetSuite, and Sugar CRM. Social Audiences Marketing Cloud Social Audiences empowers marketers with a simple, cost-effective tool that allows them to effectively target their customers using paid social media. Organizations that purchase Marketing Cloud Standard, Marketing Cloud Enterprise, Marketing Cloud B2B Standard, or Marketing Cloud B2B Enterprise are entitled to a limited volume of Social Audiences Events as part of their subscription, and may, optionally, purchase additional usage volumes. Marketing Cloud Social Audiences does not require subscription to a Marketing Cloud package; it is also available as a standalone offering. Features: IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 4
Ability to syndicate audiences from any Universal Behavior Exchange source to a social platform (current release supports Facebook only) Ability to assemble ads for social platforms (current release supports Facebook only) Ability to manage audiences Ability to manage ads Ability to pull reporting data from social platform for ads and audiences Services offerings for Marketing Cloud Enterprise and Marketing Cloud B2B Enterprise Orientation is included with an initial subscription to Marketing Cloud. It provides a high-level description of features and capabilities, along with an introduction to the Customer Engagement Model. Marketing Cloud Orientation should be completed prior to starting the required, onboarding service. It is delivered as a self-service offering, and includes video and web-based recordings. Enterprise Onboarding Services is a combination of provisioning and training that is designed to enable users to configure and utilize offerings in Marketing Cloud Enterprise. This remotely delivered service package is required with an initial subscription to Marketing Cloud Enterprise. An onboarding consultant is assigned to guide organizations through the onboarding process, which is delivered through a series of remote meetings and recorded, web-based learning sessions. Onboarding services include provisioning, configuration and setup, training, and Q&A. B2B Enterprise Onboarding Services is a combination of provisioning and training that is designed to enable users to configure and utilize offerings in Marketing Cloud B2B Enterprise. This remotely delivered service package is required with an initial subscription to Marketing Cloud B2B Enterprise. An onboarding consultant is assigned to guide organizations through the onboarding process, which is delivered through a series of remote meetings and recorded, webbased learning sessions. Onboarding services include provisioning, configuration and setup, training, and Q&A. Mobile Onboarding Services is an optional offering for Marketing Cloud subscribers who choose to take advantage of the Mobile Push feature. This offering provides up to 35 hours of remote services that include activities such as setup, consulting, and initial push notification implementation and acceptance testing. This onboarding service is also available to Marketing Cloud Standard and Marketing Cloud B2B Standard subscribers. Onboarding Services Upgrade is available only to existing Marketing Cloud subscribers who have previously completed Marketing Cloud or IBM Silverpop (R) onboarding. This offering provides up to 10 hours of Marketing Cloud remote advisory services. An onboarding consultant is assigned to guide the organization through the onboarding process for Marketing Cloud, and to enable users to configure and utilize offerings in the Marketing Cloud packages. Onboarding services include configuration and setup, training, and Q&A. This service package is not required, but suggested for existing Marketing Cloud organizations upgrading to more advanced Marketing Cloud tiers, existing Silverpop Engage (R) organizations migrating to Marketing Cloud package tiers, and an existing organization with new marketing staff or divisions, that require onboarding guidance. Product positioning Marketers need to deliver highly differentiated experiences to attract, grow, and retain customers. IBM Marketing Solutions are the most comprehensive set of products and services designed to meet the evolving needs of the marketer. Through innovative design tools, deep customer insights, and a comprehensive approach to IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 5
data and integration, Marketing Solutions enable marketers to design and deliver exceptional, meaningful experiences for customers across the entire buyer journey. Availability of national languages Select user interfaces are translated to the following languages, in addition to US English: Japanese, Spanish, and Portuguese (Brazilian). Multicultural support in the user interface is English only. Documentation is English only. Program number Program number VRM Program name 5725-W69 SaaS Offering Information Product information is available via the Offering Information website http://www.ibm.com/common/ssi Also, visit the Passport Advantage (R) website http://www.ibm.com/software/passportadvantage Publications Product documentation and the knowledge base for the is available to clients via the IBM Support Portal with their login credentials at https://portal.silverpop.com/portal/www/login.php Product documentation is also available via the product interface by accessing the Help menu. Services Software Services IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs. To learn more about IBM Software Services or to contact a Software Services sales specialist, visit http://www.ibm.com/software/sw-services/ IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 6
Technical information Specified operating environment System requirements To use, you must use an Internet-connected computer with the following minimum system requirements: An Internet browser. For a list of supported browsers and versions, refer to the product documentation listed in the Publications section. The minimum system requirements for memory, processor speed, and hard drive space must meet or exceed the minimum requirements for your installed supported browser. The following are the minimum requirements for the display, pointing device, and Internet connection: Super VGA (1024 x 768), or higher resolution video adapter and monitor Keyboard and mouse or other compatible pointing device Internet connection with a minimum connection speed of DSL or equivalent; minimum of 512 kbps downstream; 256 kbps upstream The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language. Limitations For additional information, refer to Usage restrictions in the Terms and conditions section of this announcement, or to the program's Terms of Use and CSA Service Description available on the IBM Software as a Service Agreements website http://www.ibm.com/software/sla/sladb.nsf /sla/saas Planning information Packaging This offering is accessed through the Internet. There is no physical media. Security, auditability, and control IBM Commerce software as a service (SaaS) products provide the security and auditability features required for remotely accessible software. The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities. Ordering information This product is only available via Passport Advantage. It is not available as shrinkwrap. Product group: Customer Engagement Solutions Product: (5725-W69) Product categories: Marketing Solutions IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 7
Passport Advantage Enterprise required parts Program name/description Enterprise Access Monthly Subscription with Support Enterprise Onboarding Services Engagement One- Time Set Up Part number D1K5TLL D1K61LL B2B Enterprise required parts Program name/description B2B Enterprise Access Monthly Subscription with Support B2B Enterprise Onboarding Services Engagement One- Time Set Up Part number D1K5VLL D1K62LL additional services Program name/description Mobile Onboarding Engagement One-Time Set Up Onboarding Services Upgrade Engagement One-Time Set Up Part number D1K65LL D1K66LL Marketing Cloud additional volumes Program name/description Social Audiences One Thousand Events Monthly Subscription with Support Social Audiences One Thousand Events Pay Per Use Social Audiences One Thousand Events Overage Additional Marketing Interactions Thousand Events Pay Per Use B2B Additional Records 10 Thousand Database Records Pay Per Use Additional Email Insights Opens Hundred Thousand Events Overage Part number D1K5YLL D1K60LL D1K5ZLL D1K5ULL D1K5WLL D1K5XLL Marketing Cloud part name changes Part number New name Previous name (announced August, 2015) D1IKXLL D1IKYLL D1ILFLL Additional Marketing Interactions Thousand Events per Month Additional Marketing Interactions Thousand Events Overage B2B Additional Records Standard Additional Marketing Interactions Thousand Events per Month Standard Additional Marketing Interactions Thousand Events Overage B2B Standard Additional IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 8
Part number New name Previous name (announced August, 2015) D1ILGLL 10 Thousand Database Records per Month B2B Additional Records 10 Thousand Database Records Overage Records 10 Thousand Database Records per Month B2B Standard Additional Records 10 Thousand Database Records Overage Charge metric Program name Part number or PID number Charge metrics 5725-W69 Access, Authorized User, 10 Authorized Users, Connection, Engagement, Thousand Events, Hundred Thousand Events, 10 Thousand Database Records Access Access is a unit of measure by which the IBM SaaS may be obtained. An Access is the rights to use the IBM SaaS. Customer must obtain a single Access entitlement in order to use the IBM SaaS during the measurement period specified in customer's Proof of Entitlement (PoE) or Transaction Document. Authorized User Authorized User is a unit of measure by which the IBM SaaS can be obtained. Customer must obtain separate, dedicated entitlements for each unique Authorized User given access to the IBM SaaS in any manner directly or indirectly (for example, via a multiplexing program, device, or application server) through any means. Sufficient entitlements must be obtained to cover the number of Authorized Users given access to the IBM SaaS during the measurement period specified in Customer's Proof of Entitlement (PoE) or Transaction Document. Connection Connection is a unit of measure by which the IBM SaaS can be obtained. A Connection is a link or association of a database, application, server, or any other type of device to the IBM SaaS. Sufficient entitlements must be obtained to cover the total number of Connections which have been or are made to the IBM SaaS during the measurement period specified in customer's PoE or Transaction Document. Database Record Database Record is a unit of measure by which the IBM SaaS can be obtained. A Database Record is the collection of fields in a database related to a single entity and accessible as a single unit. Each Database Record entitlement represents one Database Records. Sufficient Database Record entitlements must be obtained to cover the total number of Database Records available to be processed by the IBM SaaS during the measurement period specified in customer's PoE or Transaction Document. Engagement Engagement is a unit of measure by which the services can be obtained. An Engagement consists of professional or training services related to the IBM SaaS. Sufficient entitlements must be obtained to cover each Engagement. Event Event is a unit of measure by which the IBM SaaS can be obtained. Event entitlements are based on the number of occurrences of a specific event related to IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 9
the use of the IBM SaaS. Event entitlements are specific to the IBM SaaS and the type of event may not be exchanged, interchanged, or aggregated with other Event entitlements of another IBM SaaS or type of event. Sufficient entitlements must be obtained to cover every event that occurs during the measurement period specified in a Proof of Entitlement (PoE) or Transaction Document. Event types used by : Marketing Interaction: A Marketing Interaction is an inbound or outbound touch point communication. Examples of these communications include (but are not limited to) an email message, a mobile push, a device application message, content displayed in browsers, a social impression and ad target. These communications can be for an unknown visitor, a known visitor, or a customer. Email Insights Opens: An Email Insights Opens is registered each time an email recipient receives an email from customer and the email recipient opens the email. Contact: Contact is the event associated with sending a contact ID via Social Audiences to a corresponding Social Platform that Social Audiences can send data to. The total number of contact events in a month or year constitutes the monthly or annual usage associated with Social Audiences. Terms and conditions The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Passport Advantage Agreement, the International Passport Advantage Express (R) Agreement, the Cloud Services Agreement and associated Service Descriptions, or the IBM SaaS Terms of Use. This product is only available via Passport Advantage. It is not available as shrinkwrap. Subscription The IBM International Passport Advantage Agreement and the IBM SaaS Terms of Use or the IBM Cloud Services Agreement (CSA) and the Service Description govern your use of this offering. Technical support Technical support is provided for IBM SaaS and enabling software, as applicable, during the subscription period. Any enhancements, updates and other materials provided by IBM as part of any such technical support are considered to be part of IBM SaaS or enabling software, as applicable, and therefore governed by the SaaS Terms of Use or the CSA and associated Service Description. Technical support is included with IBM SaaS and is not available as a separate offering. Refer to additional technical support information in the IBM Software as a Service Terms of Use document for the program. Terms of Use The program's Terms of Use and CSA Service Description document is available on the IBM Software as a Service Agreements website http://www.ibm.com/software/sla/sladb.nsf/sla/saas Limited warranty If warranted, refer to the warranty as stated in the Terms of Use document or the Cloud Services Agreement for this offering. IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 10
Money-back guarantee No Volume orders (IVO) No Passport Advantage applies Yes, and through the Passport Advantage website at http://www.ibm.com/software/passportadvantage Usage restriction Yes. For additional information, refer to the License Information document that is available on the IBM Software License Agreement website http://www.ibm.com/software/sla/sladb.nsf Software Subscription and Support applies No IBM Operational Support Services - SoftwareXcel No System i Software Maintenance applies No Variable charges apply No Educational allowance available Not applicable. Statement of good security practices IT system security involves protecting systems and information through prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered, destroyed, or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective. IBM does not warrant that systems and products are immune from the malicious or illegal conduct of any party. IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 11
Prices Passport Advantage For Passport Advantage information and charges, contact your IBM representative. Additional information is also available at http://www.ibm.com/software/passportadvantage IBM Global Financing IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit http://www.ibm.com/financing IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice. Financing from IBM Global Financing helps you preserve cash and credit lines, enables more technology acquisition within current budget limits, permits accelerated implementation of economically attractive new technologies, offers payment and term flexibility, and can help match project costs to projected benefits. Financing is available worldwide for credit-qualified customers. For more financing information, visit http://www.ibm.com/financing Trademarks Insights is a trademark of IBM Corporation in the United States, other countries, or both. IBM, Passport Advantage, System i and Express are registered trademarks of IBM Corporation in the United States, other countries, or both. Microsoft is a trademark of Microsoft Corporation in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others. Terms of use IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only.additional terms of use are located at Terms of use For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page http://www.ibm.com/planetwide/us/ IBM United States Software Announcement 215-492 IBM is a registered trademark of International Business Machines Corporation 12