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SAP CRM 7.0 EHP1
October 2011
English
Version 1.0
SAP Collaborative E-Care Management: Campaign Management (E46)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices Campaign Management (E46): Configuration Guide
Copyright
© 2011 SAP AG. All rights reserved.
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SAP Best Practices Campaign Management (E46): Configuration Guide
Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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SAP Best Practices Campaign Management (E46): Configuration Guide
Contents
1 Purpose.......................................................................................................................... 5
2 Preparation..................................................................................................................... 5
2.1 Prerequisites............................................................................................................5
2.2 SAP Notes...............................................................................................................5
3 Configuration..................................................................................................................6
3.1 Basic Campaign Configuration................................................................................6
3.1.1 Define Target Systems....................................................................................6
3.1.2 Defining Partner Functions..............................................................................6
3.1.3 Defining Partner Determination Procedure.....................................................7
3.1.4 Define Status Profile for User Status...............................................................8
3.1.5 Defining Campaign Types/Objectives/Tactics.................................................9
3.1.6 Maintaining Sender Addresses for E-Mail.....................................................10
3.2 Campaign Automation...........................................................................................11
3.2.1 Implement Workflow Customizing.................................................................11
3.3 Campaign Execution..............................................................................................11
3.3.1 Defining Partner Determination Procedure....................................................11
3.3.2 Defining Transaction Type for Marketing Activities.......................................13
3.3.3 Communication Strategy Definition...............................................................14
3.3.3.1 Defining File Export Variant..................................................................14
3.3.3.2 Defining File Storage Location..............................................................15
3.3.3.3 Defining Communication Medium.........................................................16
3.4 Campaign Task Management................................................................................18
3.4.1 Define Partner Determination Procedure......................................................18
3.4.2 Maintain categories.......................................................................................18
3.4.3 Define Transaction types..............................................................................19
3.4.4 Assign categories to transaction types..........................................................20
3.4.5 Define campaign To-Do’s categories............................................................21
3.4.6 Define campaign To-Dos..............................................................................21
3.4.7 Mapping of campaign To-Dos to a campaign................................................22
3.5 Target Groups.......................................................................................................23
3.5.1 Creating Data Source and Attribute List for Marketing Attributes..................23
3.5.2 Creating Data Source and Attribute List for Business Partner Address Data25
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SAP Best Practices Campaign Management (E46): Configuration Guide
SAP Collaborative E-Care Management Campaign Management: Configuration Guide
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
2 Preparation
2.1 PrerequisitesBefore starting with the installation of this building block, see the document Quick Guide to Installing SAP Best Practices for CRM.
2.2 SAP NotesBefore you begin the installation and configuration, read the relevant SAP Notes. These SAP Notes contain important information for installation and configuration, and also corrections concerning this building block.
Make sure that you have the most up-to-date version of SAP Notes. You can find the SAP Notes on the SAP Service Marketplace (http://service.sap.com/notes).
SAP Note Component Title
CRM System
697572 CRM-MKT-SEG-TGR Additional information about the Segment Builder
1358871 CA-WUI-UI-TAG IE8 Support CRMUIF60 and WEBCUIF 70
1562233 CRM-FRW-UI BTF Editor not loaded in IE8 compatibility view
The following notes contain information regarding the sending of e-mails from SAP system. Refer to these notes if you experience problems with the sending of mails from campaigns.
SAP Note Component Title
CRM System
455140 BC-SRV-COM Configuration of e-mail, fax, paging or SMS using SMTP
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SAP Best Practices Campaign Management (E46): Configuration Guide
3 Configuration
3.1 Basic Campaign Configuration
3.1.1 Define Target Systems
UseIn this step you define the connection of the CRM system to each of the external systems (ERP, BI, SEM, and cProjects).
The RDS for SAP Collaborative E-Care Management does only cover a standalone CRM system, so not target systems are defined. However the standard values have to be deleted. Otherwise an error occurs during creation of marketing campaigns.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management System Landscape Define Target Systems
2. Mark the existing entries and choose Delete.
3. Save your changes.
3.1.2 Defining Partner Functions
UseIn this activity, you define partner functions by entering short descriptions (such as pharmacist or stock options analyst), assigning them to partner function categories and entering usages, such as Customer Relationship Management or Enterprise Buyer. In some cases, you also specify a corresponding business partner relationship category.
The descriptions you enter here are displayed in the transactions that include these partner functions
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Basic Functions Partner Processing Define Partner Functions
2. To create Care Coordinator Partner Function, choose New Entries.
3. Make the following entries:
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Attribute Value
Function YCARE006
Text Responsible Manager
Abbrev. RECM
Function Category Employee
Usage Customer Relationship Management
Relationship Category Is the Employee Responsible For
Block
The Block indicator defines whether the source partner is added during partner determination for the resulting quantity. If the source does not provide a standard partner, the source partner himself becomes the standard partner. If you mark this field, the source partner is not copied with the resulting quantity.
4. Choose Save
3.1.3 Defining Partner Determination Procedure
UseIn this activity, you define partner determination procedures that the system uses to automatically enter partners in business transactions. The partner functions and access sequences you have defined are brought together here. When you define a new procedure, you assign it to a transaction category or an item object type, and enter required and mandatory partner functions. These are the partner functions the system looks for in transactions. You maintain settings for each partner function, and list, which functions are displayed in the transaction document header. When you later assign this procedure to a transaction type or an item category, the settings you make here are valid in transactions of that type or for items of that category.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Basic Functions Partner Processing Define Partner Determination Procedure
2. Highlight standard procedure CECC CEC Campaign and use it as copy template for the new procedure Y0000004 Campaigns (with all dependent entries).
3. Highlight the new procedure Y0000004 Campaigns.
4. Choose entry A Only Functions Assigned in Procedure in the column Permitted Functions.
5. Choose view Partner Functions in Procedure.
6. Choose New Entries and add a new partner function with the following data:
Field name User action and values
PartnerDetProc Y0000004 Campaigns
Partner Function YCARE006 Responsible Manager (CRM)
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Field name User action and values
General
Changeable (if…)
No. of Occurrences (Lowest) 0
No. of Occurrences (Highest) 1
Address
Changeable addr.
Partner Determination
Access sequence <empty>
7. Save our entries.
3.1.4 Define Status Profile for User Status
UseYou define a user status to control the campaign’s life cycle. You can also control the Campaign To-Dos and the release process via user status.
You can also define an authorization key, if you want to set up status-dependent authorization verification.
Whenever a user status is set or deleted, the user's authorization to do so is checked. The status profile, the object type and the authorization key for the user status concerned are checked.
If, for example, you want to ensure that certain user statuses can be changed only by people in a particular group, you assign all those user statuses an authorization key.
Then use authorization object B_USERSTAT to give authorizations for those authorization keys.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning And Campaign Management General Settings Define Status Profile for User Status
2. Choose New Entries.
3. Enter Status Profile YCARECAM, text E-Care Campaign and maintenance language EN.
4. Choose Details and enter the following Values:
Status Number
StatusShort Text
Initial Lowest status no.
Highest status no.
Authcode Trans.
10 CREA Created X 10 60
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Status Number
StatusShort Text
Initial Lowest status no.
Highest status no.
Authcode Trans.
20 TBAP Request Approval
10 60
30 CAPR Approved 10 60 CAPR
40 CCNS Rejected 10 60
50 CREL Released 10 60 CREL
60 CCLS Finished 10 60 CCLS
5. Choose Object Types and mark Campaign.
6. Save your entries.
ResultYou have created a status profile. You have to assign it to the campaign type (see 3.1.5 Defining Campaign Types/Objectives/Tactics).
3.1.5 Defining Campaign Types/Objectives/Tactics
UseCampaign types are a feature in the Marketing Planner and are used to help categorize individual campaigns (for example, telephone or e-mail campaigns). The campaign type is one of the attributes of a campaign, which can be used to compare the success rate of different campaigns. There are no restrictions to the number or category of campaign types you may define. In the Marketing Planner, they can be selected in the field Campaign Type on the tab page Basic Data.
You can also create and assign objectives specifically for a predefined campaign type and/or create pairs of objectives and tactics for this campaign type. These must first be defined under Define Objectives and Define Tactics respectively.
For the SAP Collaborative E-Care Management processes no objectives and tactics are defined, since these are optional criteria. However it is possible to do so, to evaluate the success and the effectiveness of different campaigns based on these attributes (for example, in a Business Information Warehouse).
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Basic Data Define Types/Objectives/Tactics
2. Mark entry CECC and choose Copy As..:
Field name User action and values
Type
(Description)
Y001
SAP Collaborative E-Care Campaign
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Field name User action and values
Category Campaign
Usage Productive and Template
Lock type after saving marketing project
X
Default Attributes
Status Profile YCARECAM
Hide system status X From selection and display field
Partner Determ. Proc. Y0000004
Campaign Specific Attributes
Coupon No coupon
Execution Scenario Low Volume
Loyalty Scenario No
3. Save your entries.
ResultA new campaign type has been created and maintained for Marketing Plans.
3.1.6 Maintaining Sender Addresses for E-Mail
UseIn this activity, you enter the e-mail address that is to appear as the sender's address for the recipients of a marketing e-mail. You need to make this setting if you are planning an e-mail marketing campaign.
In the Marketing Planner, you enter this address on tab page Channels for the marketing element to which the target group is assigned.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Personalized Mail Maintain Sender Addresses for E-Mail
2. Choose New Entries (F5).
3. Enter the following values for the new mail address:
Ident Mail Address Text
YENR_ADR MKT_ECARE@<CRM client>.<CRM system ID>.qer.r3.sap-ag.de (e.g. MKT_ECARE@020.qer.r3.sap-ag.de)
Health & Wellness Mgmt Department
4. Choose Save (Ctrl+S).
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ResultYou have defined the e-mail address that is to appear as the sender's address for the recipients of a marketing e-mail.
3.2 Campaign Automation
PrerequisitesThe Standard Settings for SAP Business Workflow has to be maintained.
The default settings for the Workflow Assignment would be used.
3.2.1 Implement Workflow Customizing1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Campaign Automation Implement Workflow Customizing
1. Click for the Component 14000020 Campaign Automation on Assign Agents.
2. Classify the following Workflows as general task by marking them and clicking on Attributes.
WS14000060 Start Campaign Process
WS14000061 Send Target Group to Channel
WS14000062 Create Target Group
WS14000063 Create Target Group + Channel Transfer
WS14000066 Add BP to Target Group
WS14000067 Remove BP from Target Group
WS14000069 Transfer Responder to Channel
3. Assign the Campaign Administrator to the Task TS14008004 of workflow WS14000065 by marking the Task and click Create Agent Assignment.
4. Choose Position and search for the Campaign Administrator.
3.3 Campaign Execution
3.3.1 Defining Partner Determination Procedure
UseIn this activity, you define partner determination procedures that the system uses to automatically enter partners in business transactions. The partner functions and access sequences you have defined are brought together here. When you define a new procedure, you assign it to a transaction category or an item object type, and enter required and mandatory partner functions. These are the partner functions the system looks for in transactions. You maintain settings for each partner function, and list, which functions are
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displayed in the transaction document header. When you later assign this procedure to a transaction type or an item category, the settings you make here are valid in transactions of that type or for items of that category.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Basic Functions Partner Processing Define Partner Determination Procedure
2. Highlight standard procedure 00000002 Business Activities and use it as copy template for the new procedure Y0000003 Marketing Activities (with all dependent entries).
3. Highlight the new procedure Y0000003 Marketing Activities.
4. Choose entry A Only Functions Assigned in Procedure in the column Permitted Functions.
5. Choose view Partner Functions in Procedure.
6. Choose New Entries and add a new partner function with the following data:
Field name User action and values
PartnerDetProc Y0000003 Marketing Activities
Partner Function 00000014 Employee Responsible (CRM)
General
Changeable (if…)
No. of Occurrences (Lowest) 1
No. of Occurrences (Highest) 1
Default Values
Calendar maintenance
Address
Changeable addr.
Partner Determination
Access sequence 0008 Preceding Document -> User
7. Delete all partner functions except the partner function:
00000009 Activity Partner (CRM)
00000015 Contact Person (CRM)
00000014 Employee Responsible (CRM)
8. Choose view User Interface Settings and make the following entries for the new procedure Y0000003 Marketing Activities at Header Screen:
Field name User action and values
Partner Function1 00000009 Activity Partner (CRM)
Partner Function2 00000015 Contact Person (CRM)
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Field name User action and values
Partner Function3 00000014 Employee Responsible (CRM)
9. Save your entries.
3.3.2 Defining Transaction Type for Marketing Activities
UseA transaction type defines the properties and characteristics of a business transaction (for example, sales order, service request, sales call), and defines the control attributes (for example, text determination procedure, partner determination procedure, status profile, organizational data profile). A transaction type controls the processing of a specific business transaction. A transaction type is assigned to one or several business transaction categories (for example, activity, sales). The business transaction category determines the business context in which the transaction type can be used (for example, service, sales, and activity). This means that one business transaction category is the leading business transaction category. This category is not related hierarchically to other business transaction categories, but represents a preference. A sales transaction with business activity data would, for example, be more likely to have 'sales' as leading business transaction category than 'business activity'. The purpose of this activity is to reduce and adapt the required transaction types.
When sending marketing e-mails to a group of customers containing in a target group the intention is to capture this information as an outbound marketing activity. Furthermore the business procedure requires a separate inbound activity in case the customer declines the trade show participation.
In this case, the marketing activity Outbound E-Mail has to be created as new transaction type.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Transactions Basic Settings Define Transaction Types
2. Choose Transaction Type 005 and copy to the following entries:
Field name User action and values
Transaction Type Y005
BP MKT Outb. E-Mail
General
Description BP Outbound Marketing E-Mail
Leading Transaction Category BUS2000126 Business Activity
Commitment Date Commitment Date is not calculated
Profiles
Text Det. Procedure ACT00003
Partner Determ.Proc. Y0000003
Status Profile CRMACTIV
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Field name User action and values
Org. Data Prof. Y00000000001
Partner Function ORG 0008 Person Responsible
Date Profile 000000000002
Transaction Numbering
No.Range Object CRM_ACTIVI
Int.No.Range No 01
3. Choose view Assignment of Business Transaction Categories and highlight transaction category Business Activity for this transaction type.
4. Choose view Customizing header and maintain the following data:
Field name User action and values
General
Category E-Mail
Default Data
Priority Medium
Direction Outbound
5. Save your entries.
3.3.3 Communication Strategy Definition
3.3.3.1 Defining File Export Variant
UseIn this activity, you define the export variants for the file export in the campaign execution.
The export variant determines which format the file to be exported will have, which format parameters need to be considered, and whether the file should be assigned to the campaign or not.
By default, XML, and CSV formats are supported.
The file export variants defined here are assigned to a communication medium in the activity Defining Communication Medium.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Campaign Execution Define File Export Variants
2. Choose New Entries and maintain the following data:
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Field name User action and values
Variant ID Y001
Format CSV
Assignment Assign as Attachment(If you select No Assignment you need to define a storage location for the file in addition in the following activity)
Extension CSV
Description Open channel BP address file
3. Select the new file export variant and choose view Settings.
4. Choose New Entries and enter the following values:
Format Parameter Parameter Value
ESCAPE “
HEADER_ROW X
SEPARATOR ;
5. Save your entries.
3.3.3.2 Defining File Storage Location
UseThe address file for business partners that is generated via the campaign execution can be assigned directly to the campaign or stored on a file server.
For storage on a file server, you have to define specific settings.
Procedure1. Access the activity using the following navigation option:
CRM Transaction code FILE
2. Confirm the Information message.
3. Select the logical file path MARKETING_FILES.
4. From the dialog structure double-click entry Assignment of Physical Paths to Logical Path.
5. Select your operating system (for example, WINDOWS NT) and choose Details (Ctrl+Shift+F2).
6. Enter the file path in the field Physical path (for example, use C:\temp\<FILENAME>).Choose the F1 help of this field for more details.
In the file path folder, which is defined here, all marketing files, which are generated automatically (for example, during a campaign execution) are stored.
7. Choose Save and select a workbench request if necessary.
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3.3.3.3 Defining Communication Medium
UseIn this activity you specify communication media (in effect communication strategies consisting of one or more different media) by which you intend to contact business partners within a marketing campaign. You enter the communication medium in the Marketing Planner under Channels.
The attributes of each communication medium can be transferred to the Business Information Warehouse for evaluation.
Background
Each communication medium consists of one or more communication methods together with a priority that you assign to a communication method.
If you want to trigger business transactions (activities for example) then on the same screen, assign a business transaction type (defined in customizing) to the relevant communication method.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG Customer Relationship Management Marketing Marketing Planning and Campaign Management Campaign Execution Define Communication Medium
2. Choose New Entries to create a new communication medium using the following data:
Field name User action and values
Medium Y001
Communication Medium E-mail with activity creation
On view Communication Methods and Transaction Types:
Priority 1
Communication Method Internet mail (SMTP)
Trans.Type Y005
Category E-Mail (entered automatically)
3. Create a new communication medium with the following data:
Field name User action and values
Medium Y002
Communication Medium Call List with Interaction Record
On view Communication Methods and Transaction Types:
Priority 1
Communication Method Telephone
Transaction Type Y002
Category Date (entered automatically)
4. Create a new communication medium with the following data:
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Field name User action and values
Medium Y003
Communication Medium Open Channel - Address Data File Export
On view Communication Methods and Transaction Types:
Priority 1
Communication Method File Export
Transaction Type Y002
Category Date (entered automatically)
On view Assign File Export Variant:
Variant ID Open channel BP address file
5. Create a new communication medium with the following data:
Field name User action and values
Medium Y004
Communication Medium Lead Generation
On view Communication Methods and Transaction Types:
Priority 1
Communication Method Generate Lead
Transaction Type Y006
Category
6. Create a new communication medium with the following data:
Field name User action and values
Medium Y005
Communication Medium BP Determined
On view Communication Methods and Transaction Types:
Priority Communication Method Transaction Type
1 BP Controlled <leave empty>
2 Internet Mail / (SMTP) Y005
3 Telephone Y002
4 File Export Y002
On view Define Communication Methods for BP-Determination:
Communication Method Transaction Type
Internet Mail / (SMTP) Y005
Telephone Y002
File Export Y002
7. Save your entries.
ResultNow you have created communication channels:
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E-mail execution that generates marketing outbound activities in parallel to the e-mail sending process itself.
Call List Creation that generates interaction records.
Open channel execution that generates and export file with address data. This file can be used as an input file for letter generation.
Lead Generation for automated creation of Enrollment Leads
Business Partner determined. The Communication Method of the account is used. If this field is not maintained, an E-Mail is sent, if no e-mail is maintained, a phone-call will be executed, it no telephone number is maintained, a file export will be conducted.
3.4 Campaign Task ManagementTask management helps you to manage the creation and execution of campaign related tasks and activities. The system provides a central view and manages all relevant campaign tasks.
Check list of mandatory and optional activities to be performed for a campaign
Graphical overview of campaign tasks an its status
Gate keeping ensures no campaign status change until mandatory activities are completed
Campaign milestone planning allows scheduling of task and appointment time based on campaign milestones.
Groupware integration can be leveraged to support task exchange with groupware clients as Outlook and Lotus Notes
Campaigns are typically worked on by multiple parties within or outside of an organization.
The Marketing To-Do List deals with managing To-Dos associated to campaigns, providing the capability to create and assign To-Do to parties involved and others and track and report on the status / progress of the To-Dos.
3.4.1 Define Partner Determination ProcedureObsolete
3.4.2 Maintain categories
UseCategories within CRM Activity Mangement are used to further distinquish business transactions.
ProcedureAccess the activity using one of the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Transactions Settings for Activities Maintain Categories, Goals, and Priorities Maintain Categories
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1. Select New Entries and enter the following values:
Field name User action and values
Category Y01
Description To Do Task
Class H Task
Icon (optional)If you want to assign an icon to the screen element, specify the icon name here. Therefore, please use the possible entries function and choose from the list of permitted icons
2. Save your new category.
ResultYou have defined new categories for your campaign To-Do’s.
3.4.3 Define Transaction types
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Transactions Basic Settings Define Transaction Types
2. Choose Transaction Type 1003 and copy to the following entries:
Field name User action and values
Transaction Type Y007
Campaign Task
General
Description Campaign Task
Leading Transaction Category BUS2000125 Task
Commitment Date Commitment Date is not calculated
Profiles
Text Det. Procedure ACT00003
Partner Determ.Proc. 00000003
Status Profile CRMACTIV
Org. Data Prof. Y00000000001
Partner Function ORG 0008 Person Responsible
Date Profile 000000000005
Transaction Numbering
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Field name User action and values
No.Range Object CRM_ACTIVI
Int.No.Range No 01
3. Choose view Assignment of Business Transaction Categories and highlight transaction category Task for this transaction type.
4. Choose view Customizing header and maintain the following data:
Field name User action and values
General
Category Y01 To Do Tasks
Default Data
Priority Medium
Goal <empty>
Direction No Entry
5. Save your entries.
3.4.4 Assign categories to transaction types
UseIn this Customizing activity, you assign activity categories to transaction types. This Customizing activity is mandatory when working with the CRM WebClient UI. If you create an activity with a transaction type for which no category has been assigned, the Appointments page will be displayed as default.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Transaction Settings for Activities Maintain Categories, Goals, and Priorities Assign Categories to Transaction Types
2. Select New Entries and enter the following values:
Field name User action and values
Trans. Type Y007 Campaign Task
Category Y01 To Do Task
Category 101 Task
3. Save your new entries.
ResultYou have assigned the activity categories to the respective transaction types.
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3.4.5 Define campaign To-Do’s categories
UseIn this Customizing activity, you define the categories for the marketing to-dos for campaign management.
The categories you create appear on the dialog box of the Campaign To-Dos assignment block in section 3.4.4 Assign categories to transaction types.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Campaign To-Dos Define Campaign To-Do Categories
2. Select New Entries and enter the following values:
Field name User action and values
Category Y01
Short Description To Do Task
3. Save your new entries.
ResultYou have defined the categories for the marketing To-Dos for Campaign Management.
3.4.6 Define campaign To-Dos
Use
In this Customizing activity, you define the campaign to-dos for campaign management. You can use existing to-dos, and add or delete campaign to-dos as you require.
The campaign to-dos you defined are available for use for created campaign types. They are generated for the campaign when the campaign status is changed (mandatory to-do), or are available as suggested tasks (optional to-dos).
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Campaign To-Dos Define Campaign To-Dos
2. Select New Entries and enter the following values:
Field name User action and values
To-Do Y001
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Field name User action and values
Description Approval
Category Y01
Short Description To Do Task
Trans.Type Y007
Description Campaign Task
ClosedSt. E0003
Status Completed
Text Name
3. Repeat these steps with the following values.
Field name User action and values
To-Do Y002
Description Release
Category Y01
Short Description To Do Task
Trans.Type Y007
Description Campaign Task
ClosedSt. E0003
Status Completed
Text Name
4. Save your new entries.
ResultYou have defined the campaign To-Dos for campaign management.
3.4.7 Mapping of campaign To-Dos to a campaign
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
SAP CRM IMG menu Customer Relationship Management Marketing Planning and Campaign Management Basic Data Define Types/Objectives/Tactics
2. Select the relevant campaign type for example, Y001 from the dialog structure.
3. Double-click the button To-Dos within the tree structure on the left
4. Select New Entries and enter the following values:
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Field name User action and values
To-Do Y001
Description Approval
Importance 3 High
Mandatory X
Generation Status E0002 Request Approval
Target Status E0003 Approved
5. Mark the created To-Do and double-click Partner Function on the left-handed Dialog Structure.
6. Enter Function YCARE006.
7. Repeat these steps for the To-Do Y002.
Field name User action and values
To-Do Y002
Description Release
Importance 3 High
Mandatory X
Generation Status E0002 Approved
Target Status E0005 Released
8. Mark the created To-Do and double-click Partner Function on the left-handed Dialog Structure.
9. Enter Function 00000014.
10. Save your new entries.
ResultYou have defined all settings for the To-Do belonging to a certain campaign type, such as description, importance, if the To-Do is mandatory or optional, generation status and target status.
3.5 Target Groups
3.5.1 Creating Data Source and Attribute List for Marketing Attributes
PrerequisitesAn attribute set with attributes has been created as described in the configuration guide of building block E41.
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UseAttribute lists are used during the segmentation process within the Segment Builder. These lists of selection criteria are used for modeling marketing profiles.
Data sources are the origin of attributes used to create attribute lists. There are three possible data sources:
CRM Marketing (attribute sets)
Master data and transaction data related to the business partner (obtained by means of InfoSet queries)
Key figures (obtained from BW reports)
In this activity a data source and attribute list for marketing attributes will be created.
Procedure1. Access the activity using one of the following navigation options:
Transaction code CRMD_MKTDS
SAP CRM IMG menu Customer Relationship Management Marketing Segmentation General Settings Maintain Data Sources and Attribute Lists
2. Choose Create Data Source (F5).
3. Complete the following data to create a data source:
Field name User action and values
Segmentation Object Business Partner
Origin Type Select Attribute Set
Attribute Set BP_CAND_CLASS
DescriptionBest Practices Candidates Classification (entered automatically)
4. Choose Save.
5. Go back and choose Create Attribute List (F6).
6. Complete the following data to create an attribute list:
Field name User action and values
Description BP_CAND_CLASS
Category Campaign Execution
Usage ID (Segment Type) Campaign
Segmentation Object Business Partner
7. Choose Save.
8. In the screen area Attribute List, choose Assign Data Source. Select the just created data source Best Practices Customer Classification and press button Continue.
You can add as many data sources to an attribute list as you require.
9. Open the data source in screen area Attribute List and select attribute Cohort Class that you want to include in the list. To select all attributes for a given data source, place your cursor on the data source and choose the button Select all attributes.
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10. Now you have to create filters for the attributes. Double-click the first attribute and press Select all to select all characteristic values of the filter. Alternatively you could also select the filters manually in the context menu.
11. Continue with Enter. Repeat this step for all attributes of the attribute list.
12. Choose Save.
3.5.2 Creating Data Source and Attribute List for Business Partner Address Data
UseIn this activity a data source and attribute list for business partner address data will be created.
Procedure1. Access the activity using one of the following navigation options:
Transaction code CRMD_MKTDS
SAP CRM IMG menu Customer Relationship Management Marketing Segmentation General Settings Maintain Data Sources and Attribute Lists
2. Choose Create Data Source (F5).
3. Complete the following data to create a data source:
Field name User action and values
Source
Segmentation Object Business Partner
Origin Type InfoSet
InfoSet CRM_MKTTG_BP_ADDR
Description Best Practices Candidates Address Data
Details
Business Partner Field BUT000-PARTNER_GUID
4. Choose Save.
5. Create another data source:
Field name User action and values
Source
Segmentation Object Business Partner
Origin Type InfoSet
InfoSet CRM_MKTTG_BP_CENTRAL
Description Best Practices Candidates Central Data
Details
Business Partner Field BUT000-PARTNER_GUID
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6. Choose Save.
7. Choose Back.
8. Go back and choose Create Attribute List (F6).
9. Complete the following data to create an attribute list:
Field name User action and values
Description BP_CAND_DATA
Category Campaign Execution
Usage ID Campaign
Segmentation Object Business Partner
10. Choose Save.
11. In the screen area Attribute List, choose Assign Data Source. Select the just created data source Best Practices Candidates Address Data and Best Practices Candidates Central Data and choose Continue.
12. Open the data source in screen area Attribute List and select those attributes that you want to include in the list. To select all attributes for a given data source, place your cursor on the data source and choose by right-click Select all attributes.Select at least the attributes City Postal Code and Country Key.
13. Now you have to create filters for the attributes. Double-click the first attribute and enter the filter-criteria (see list below).For the attribute Language enter at least the following filters (examples have to be adapted to your country-specific settings).
Field Filter 1 Filter 2
Description EN ES
Short Description EN ES
Criterion Equal To Equal To
Value EN ES
For the attribute City Postal Code enter at least the following filters:
Field Filter 1 … Filter 9
Description 10000 - 19999 … 90000 - 99999
Short Description Region 1 … Region 9
Criterion Interval Interval Interval
From 10000 … 90000
To 19999 … 99999
14. Choose Save.
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