IBM Marketing Software V10.1 provides deeper integration with IBM Watson Campaign Automation and delivers product updates, enhancements, and fixes across the portfolio

IBM United States Software Announcement 217-300
October 10, 2017

Table of contents
Key prerequisitesKey prerequisitesTechnical informationTechnical information
Planned availability datePlanned availability dateOrdering informationOrdering information
DescriptionDescriptionTerms and conditionsTerms and conditions
Product positioningProduct positioningPricesPrices
Program numberProgram number

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At a glance
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IBM® Marketing Software V10.1, formerly known as IBM omni-channel marketing, features new enhancements and updates that enable marketers to execute real-time segmentation as well as offers management for personalized marketing across multiple channels. Capabilities:

  • Improved integration between IBM Campaign and IBM Watson® Campaign Automation
  • A redesigned user interface for IBM Marketing Operations
  • New IBM Interact event patterns for delivering personalized offers

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Marketing Software, previously known as omni-channel marketing, empowers marketers, through a unified portfolio of offerings, to optimize their customer engagements with relevant and timely messages that help to build brand loyalty and drive customer conversions across multiple channels. The offerings provide marketers the ability to perform powerful segmentation, in batch or real time, using multiple data source inputs to deliver the right marketing communications to the right audiences wherever and whenever needed.

Marketing Software V10.1 delivers new integrations and key enhancements to the follow offerings:

  • Campaign
  • Interact
  • Marketing Operations

Marketing Software V10.1 delivers product fixes to the follow offerings:

  • IBM Contact Optimization
  • IBM Distributed Marketing
  • IBM Interact Advanced Patterns
  • IBM Opportunity Detect

Improvements to Campaign and Watson™ Campaign Automation integration

The integration between Campaign and Watson Campaign Automation enables marketers to conduct end-to-end marketing activities from journey planning, to offer and campaign management, to digital execution and tracking. Organizations can now use Campaign flowcharts to engage their customers through email, SMS, and push notifications, executed through Watson Campaign Automation.

Expansion of Interact customer event pattern behaviors

Interact provides marketers the ability to use a variety of event patterns to interact with customers and prospects. With the new behavior patterns for customer events, organizations have more flexibility to make more personalized offers based on patterns of visitor activity. New pattern behaviors include Inactivity Reset, Periodic Reset, and Event-Based Reset.

  • Inactivity Reset: Reset a specific event pattern for a specific customer or prospect ID if there has been no relevant activity for a specified period of time.
  • Periodic Reset: Reset all event patterns for all IDs regularly at a specified time.
  • Event-Based Reset: Reset event patterns at a predefined event, such as when a customer makes a purchase or has three login failures.

Redesigned Marketing Operations user interface

Marketing Operations is a campaign project management and workflow support offering that supports marketers and their collaborators across the end-to-end marketing process. With the new user interface, Marketing Operations now aligns with the rest of the Marketing Software offerings, providing enhanced usability and a consistent user experience across the full portfolio.

New platform support

Select Marketing Software products now support the following product versions: IBM Db2® 11, Microsoft™ SQL Server 2016, and Red Hat Enterprise Linux® V7.2.

Note: Opportunity Detect and Interact Advanced Patterns do not support Red Hat Enterprise Linux 7.2.

For the latest platform support for Marketing Software products, see the IBM Support website.

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Key prerequisites
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To find operating environment information, see the Technical information section. This section identifies intraproduct dependencies.

The following IBM products additionally require entitlement to Campaign V10.1:

  • Contact Optimization V10.1 offerings
  • Distributed Marketing V10.1 offerings

The following IBM products additionally require entitlement to Marketing Operations V10.0:

  • IBM Marketing Operations API V10.1
  • IBM Financial Management Add-On V10.1 offerings
  • IBM Marketing Asset Management Add-On V10.1 offerings

The following IBM products additionally require entitlement to Interact V10.1:

  • IBM Interact Advanced Patterns for ATM, Kiosk, POS V10.01
  • IBM Interact Advanced Patterns for Digital Interactions V10.1
  • IBM Interact Advanced Patterns for Interactive Voice Response V10.1
  • IBM Interact Advanced Patterns for Mobile Interactions V10.1
  • IBM Interact Advanced Patterns for Sales and Service Agents V10.1

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Planned availability date
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October 13, 2017: Electronic delivery for Campaign, Contact Optimization, Distributed Marketing, Opportunity Detect, Interact Advanced Patterns

November 17, 2017: Electronic delivery for Marketing Operations, Interact

Refer to the Availability of national languages section for national language availability.

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View marketing materials and learn more about the following Marketing Software offerings:

Accessibility by people with disabilities

A US Section 508 Voluntary Product Accessibility Template (VPAT), containing details about accessibility compliance, can be found on the IBM Accessibility website.

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Product positioning
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Marketing Software product portfolio enables marketers to develop and deliver timely, relevant, and responsive communications and collaborate efficiently across the customer journey to increase customer loyalty and drive customer conversion. IBM is the trusted brand of marketers for its open data ecosystem and the breadth and depth of its marketing automation solutions. For more information, go to the Watson Marketing website and select Personalized Marketing.

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Reference information
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For information about earlier releases of Marketing Software, see

  • Software Announcement 216-247, dated May 16, 2016.
  • Software Announcement 215-421, dated September 22, 2015.

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Availability of national languages
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Translations are available for Marketing Software products. For details, go to the Software Product Compatibility Reports website. Select Translations and search for a product name and version.

Translation information, if available, can be found at the Translation Reports website.

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Program number
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Program number VRM Program name
5725-D22 10.1 IBM Campaign
5725-D22 10.1 IBM Contact Optimization
5725-D22 10.1 IBM Distributed Marketing
5725-D22 10.1 IBM Interact
5725-D22 10.1 IBM Interact Advanced Patterns
5725-D22 10.1 IBM Opportunity Detect
5725-D24 10.1 IBM Marketing Operations

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Education support
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IBM training provides education to support many IBM offerings. Descriptions of courses for IT professionals and managers can be found on the IBM Training and Skills website.

Call IBM training at 800-IBM-TEACH (426-8322) for catalogs, schedules, and enrollments.

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Offering Information
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Product information is available on the IBM Offering Information website.

More information is also available on the Passport Advantage® and Passport Advantage Express® website.

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Documentation for Marketing Software products can be accessed in IBM Knowledge Center.

In IBM Knowledge Center, search for the latest product documentation for individual portfolio offerings: Campaign, Interact, Contact Optimization, Distributed Marketing, Marketing Operations, Opportunity Detect, and Marketing Platform.

Additionally, product information for on-premises products is available in the IBM Support website.

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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. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. 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, contact your Lab Services Sales or Delivery Leader.

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Technical information
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Specified operating environment

Software requirements

Find current system requirements for Marketing Software products:

  • IBM Support: IBM Marketing Software 10.1 Products Recommended Software Environments and Minimum System Requirements
  • IBM Knowledge Center: Search for individual Marketing Software products
Companion products

Companion offerings for Marketing Software:

  • Watson Campaign Automation
  • IBM Watson Real-Time Personalization
  • IBM Watson Marketing Insights
  • IBM Watson Content Hub

For information about companion offerings, see the Watson Marketing website.


Information can be found in the Usage restrictions section of the Terms and conditions of this announcement. See also the License Information documents found on the IBM Software License Agreement website.

Planning information


This offering is delivered through the internet as an electronic download. There is no physical media.

This program, when downloaded from a website, contains the applicable IBM license agreement and License Information, if appropriate, which will be presented for acceptance at the time of installation of the program. For future reference, the license and License Information will be stored in a directory such as LICENSE.TXT.

Security, auditability, and control

Marketing Software offerings use the security and auditability features of the host hardware or software.

The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities.

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Ordering information
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This product is only available through Passport Advantage. It is not available as shrinkwrap.

These products may only be sold directly by IBM or by authorized IBM Business Partners for Channel Value Rewards.

More information can be found on the IBM Channel Value Rewards website.

To locate IBM Business Partners for Channel Value Rewards in your geography for a specific Channel Value Rewards portfolio, go to the Find a Business Partner page.

Passport Advantage

No changes are announced to ordering information.

Charge metric

No changes are announced to ordering information.

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Terms and conditions
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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 Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.

This product is only available through Passport Advantage.


IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use. Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.

This software license includes Software Subscription and Support (also referred to as Software Maintenance).

Agreement for Acquisition of Software Maintenance

These programs are licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. IBM includes one year of Software Subscription and Support (also referred to as Software Maintenance) with the initial license acquisition of each program acquired. The initial period of Software Subscription and Support (also referred to as Software Maintenance) can be extended by the purchase of a renewal option, if available. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect.

License Information number

See the License Information documents page on the IBM Software License Agreement website for more information.

Limited warranty applies


Limited warranty

IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.

IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, see the IBM Software Support Handbook.

IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Program technical support

Technical support of a program product version or release will be available for a minimum of five years from the general availability date, as long as your Software Subscription and Support (also referred to as Software Maintenance) is in effect.

This technical support allows you to obtain assistance (by telephone or electronic means) from IBM for product-specific, task-oriented questions regarding the installation and operation of the program product. Software Subscription and Support (Software Maintenance) also provides you with access to updates (modifications or fixes), releases, and versions of the program. You will be notified, through an announcement letter, of discontinuance of support with 12 months' notice. If you require additional technical support from IBM, including an extension of support beyond the discontinuance date, contact your IBM representative or IBM Business Partner. This extension may be available for a fee.

For additional information on the IBM Software Support Lifecycle Policy, see the IBM Software Support Lifecycle Policy website.

Money-back guarantee

If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.

For clarification, note that (1) for programs acquired under the IBM International Passport Advantage offering, this term applies only to your first acquisition of the program and (2) for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.

Volume orders (IVO)


Passport Advantage applies

Yes, information is available on the Passport Advantage and Passport Advantage Express website.

Usage restrictions


This offering is subject to usage restrictions.

See the License Information documents for details.

Software Subscription and Support applies

Yes. Software Subscription and Support, also referred to as Software Maintenance, is included with licenses purchased through Passport Advantage and Passport Advantage Express. Product upgrades and Technical Support are provided by the Software Subscription and Support offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software, and Technical Support provides voice and electronic access to IBM support organizations, worldwide.

IBM includes one year of Software Subscription and Support with each program license acquired. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, if available.

While your Software Subscription and Support is in effect, IBM provides you assistance for your routine, short duration installation and usage (how-to) questions, and code-related questions. IBM provides assistance by telephone and, if available, electronic access, only to your information systems (IS) technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your users.) IBM provides Severity 1 assistance 24 hours a day, 7 days a week. For additional details, see the IBM Software Support Handbook. Software Subscription and Support does not include assistance for the design and development of applications, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under the applicable agreements.

Unless specified otherwise in a written agreement with you, IBM does not provide support for third-party products that were not provided by IBM. Ensure that when contacting IBM for covered support, you follow problem determination and other instructions that IBM provides, including in the IBM Software Support Handbook.

For additional information about the International Passport Advantage Agreement and the IBM International Passport Advantage Express Agreement, go to the Passport Advantage and Passport Advantage Express website.

Variable charges apply


Educational allowance available

Not applicable.

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Statement of good security practices
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IT system security involves protecting systems and information through intrusion 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 regulatory compliant, comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective.

Important: IBM does not warrant that any systems, products, or services are immune from, or will make your enterprise immune from, the malicious or illegal conduct of any party.

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The prices are unchanged by this announcement.

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Financing from IBM Global Financing helps you preserve cash and credit lines, enables more technology acquisition within current budget limits, can help accelerate 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.


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