e46_crm701_bb_configguide_en_mkt campaign management.doc

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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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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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 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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http://service.sap.com/notes


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



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.



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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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.



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).



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..:


Type

(Description)

Y001

SAP Collaborative E-Care Campaign

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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


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.



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. [email protected])

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:


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.



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:


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:


Partner Function1 00000009 Activity Partner (CRM)

Partner Function2 00000015 Contact Person (CRM)

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Partner Function3 00000014 Employee Responsible (CRM)


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.



SAP CRM IMG menu Customer Relationship Management Transactions Basic Settings Define Transaction Types

2. Choose Transaction Type 005 and copy to the following entries:


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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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:


General

Category E-Mail

Default Data

Priority Medium

Direction Outbound


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.



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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sapevent:DOCU_LINK%5CDS:SIMG.CRM_MKTPL_CHANNELI



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 ;


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.



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:


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:


Medium Y002

Communication Medium Call List with Interaction Record


Priority 1

Communication Method Telephone


Category Date (entered automatically)


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Medium Y003

Communication Medium Open Channel - Address Data File Export


Priority 1

Communication Method File Export


Category Date (entered automatically)

On view Assign File Export Variant:

Variant ID Open channel BP address file



Medium Y004

Communication Medium Lead Generation


Priority 1

Communication Method Generate Lead


Category



Medium Y005

Communication Medium BP Determined


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


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:


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:


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



SAP CRM IMG menu Customer Relationship Management Transactions Basic Settings Define Transaction Types

2. Choose Transaction Type 1003 and copy to the following entries:



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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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:


General

Category Y01 To Do Tasks

Default Data

Priority Medium

Goal <empty>

Direction No Entry


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:


SAP CRM IMG menu Customer Relationship Management Transaction Settings for Activities Maintain Categories, Goals, and Priorities Assign Categories to Transaction Types



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



SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Campaign To-Dos Define Campaign To-Do Categories



Category Y01

Short Description To Do Task


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



SAP CRM IMG menu Customer Relationship Management Marketing Marketing Planning and Campaign Management Campaign To-Dos Define Campaign To-Dos



To-Do Y001

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Description Approval

Category Y01


Trans.Type Y007


ClosedSt. E0003

Status Completed

Text Name

3. Repeat these steps with the following values.


To-Do Y002

Description Release

Category Y01


Trans.Type Y007


ClosedSt. E0003

Status Completed

Text Name


ResultYou have defined the campaign To-Dos for campaign management.

3.4.7 Mapping of campaign To-Dos to a campaign

Procedure



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


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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.


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.


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:


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:


Description BP_CAND_CLASS

Category Campaign Execution

Usage ID (Segment Type) Campaign


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:


Source


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:


Source


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:


Description BP_CAND_DATA

Category Campaign Execution

Usage ID Campaign


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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e46_crm701_bb_configguide_en_mkt campaign management.doc

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