Alerts for Marketing Attributes in CRM 2007

Hi
We are using CRM 2007 and we have marketing attributes maintained on the Sold-to party business partner. We want this marketing attribute to be displayed in the interaction center when the agent confirms the account.
How to configure Alerts (Intent Driven Interaction) for marketing attributes.
Thanks and Regards
Rupesh Patil

Moved to CRM - Interaction Center Forum

Similar Messages

  • Alerts for Marketing Attributes in IC

    Hi
    We are using CRM 2007 and we have marketing attributes maintained on the Sold-to party business partner. We want this marketing attribute to be displayed in the interaction center when the agent confirms the account.
    How to configure Alerts (Intent Driven Interaction) for marketing attributes.
    Thanks and Regards
    Rupesh Patil

    Hello Rupesh,
    I have solved a similar problem raised by you ( i guess ) in one of the oss message. If you maintain the Xpath of the attribute that you have created for BP marketing attribute as /CURRENTCUSTOMER/BuilMktAttributeRel/VALUE it should work. Could you please tell me what settings you have made for displaying this?
    Regards,
    Kiruthika

  • Alert for Marketing Attributes

    Hi
    I am sorry but I donu2019t understand the solution presents in the last questions on this issue.
    I am using CRM 2007 and I have marketing attributes maintained on the Sold-to party business partner. I want this marketing attribute to be displayed in the interaction center when the agent confirms the account.
    The alert for bringing standard First Name, Last Name & City works fine.
    My Question is How and Where can i add the marketing attributes parameter so when I will create ALERT I can choose it from the list of attributes that appear in the Current costumer (beside First Name, Last Name & City)?
    Thanks & Regards
    Merav

    Hi Merav,
    Create Marketing attributes using the transaction CRMD_PROF_CHAR
    Maintain the Attribute set using the transaction CRMD_PROF_TEMPL
    And assign the Set to a Business Partner
    Define Business Data Context (BDC) Attributes for the field Group BUSINESS_PARTNER create an attribute with Xpath Xpression
    //CURRENTCUSTOMER/BuilMktAttributeRel/VALUE
    For Ex  ZMKTATTRIBUTE
    Now create an alert using this attribute ( you have to select this Business Partner list in the attibute list of the alert )
    Then create a rule for ex if the current event is BP confirmed then trigger the alert
    This should work!!!
    Regards,
    Kiruthika

  • Change History for Marketing Attributes

    Hi Gurus
    Is it possible through standard config to record changes against BP Marketing Attributes in CRM 2007 or 7.0?
    I know it can be done with custom code but was hoping SAP had delivered this via config now.
    Many Thanks
    Panduranga

    Hi Anders,
    tell me please, where is exactliy in TX CRMD_MKT_TOOLS I can switch on marketing attributes change history? I only found deletion * mass update functionality.
    Best regards,
    Alexander Kirillov

  • Report accessible in CRM PCUI for marketing attributes for contacts

    I am trying to create a report accessible in CRM PCUI home page for marketing attributes for contacts(info from CRM, not R3). Does anyone know the steps to get this done please?

    Hi Abdul,
    Can you tell me how did you do this. I have a similar requirement in PCUI where I need to have a two level report in PCUI.
    Would request to treat this as very urgent.
    Regards
    Priyanka

  • Authorization Object for Marketing Attributes

    Hi Experts,
    We are working with CRM 2007 and use in BP Marketing Attributes. Does someone know if there are any authorization objects for Marketing Attributes? We would like to restrict some of users to see some Attribute sets!
    Thank you in advance,
    Roula

    Hi Roula,
    Thank you so much for awarding points.
    Please note that in Transaction PFCG you have to assign the appropriate three digit attribute set key under the authorization group BGKRL to the authorization object C_KLAH_BKL for assigning attribute sets and to the authorization object C_KLAH_BKP for editing attribute sets.
    Please have a look at the Note in the bottom of the page at the following link for further information.
    http://help.sap.com/saphelp_crm60/helpdata/en/46/3517cc86e01421e10000000a1553f6/frameset.htm
    Regards,
    Deepak

  • Data upload for Marketing Attributes.

    Hi experts,
    We have a requirement to create Marketing Attributes for Business partners. In our current roll-in the number of records are expected to be about 1000000 records. (1 Million). For the pilot roll-in we had about 300000 records and we wrote a custom program and used the FM CRM_MKTBP_ASSIGN_ATTRIBUT_TAB to update the records. Now that the data quantity is almost tripled, is there any different approach to load this?
    We are now going to upgrade to CRM 7.0.
    In the prev version the standard IDOC that we use to load BP does not contain any segment structure for Marketing attributes. Hence we would like to know how to approach such a huge volume? If it is through IDOCS we felt we can go for parallel processing, but I have not done it before. so my questions are:
    1.Is there a standard IDOC in 7.0 version to load Marketing Attributes?
    2.If yes, does parallel processing improve the performance of the data load?
    3.If there is no standard IDOC then what will be the best approach for this data volume?
    4.Should we still continue to use CRM_MKTBP_ASSIGN_ATTRIBUT_TAB?
    Eagerly looking forward to your answers. Thanks in advance.
    Regards
    Balaji

    Hi,
    Thanks for the Reply, Could you provide details about the external List management with the document if any, in order to proceed further.
    Thanks in advance
    Regards
    Balaji.A

  • Initial Load for marketing Attributes & Attribute sets in Cloud for customer 1405 version

    Hi All,
    I am working on Cloud for Customer Implementation with integration using Netweaver PI. SAP has just upgraded the CfC to 1405 version. In the latest integration guide & scenarios, there is provision to integrate marketing attributes & attribute sets as well.
    I am following the latest integration guide (1405 version) but could not find any provision or template report for initial load of marketing attributes. Can anyone please assist in the initial load for marketing attributes?
    Cheers.

    Hello to all,
    as the marketing attributes ar now supported in release 1502 i would like to ask you if there is now a way to perform an initila load for matketing attributes (Attribute Set, Attributes and Attribute assignemnt). This would be very helpful for all integration projects including marketing attributes.
    Thnaks for your help and best regards,
    Markus

  • No parameter tab for marketing attribute form in IC Web Script

    Hello Experts,
    When I am creating a survey as part of a script, there is a tab "parameters" where I define, which survey to use.
    I do not find parameter tab for marketing attributes in script construcion screen (SE80 - CRM_IC_ISE).
    So how do I define which attribute to use?
    Hoping for help. Points will be awarded.
    Best regards,
    Cristina

    Hi,
    The Marketing Attributes are there in the answers.
    In the repository try using
    Answers >> Dynamic Answers >> Default >> Marketing Attribute
    When you use this in the script (Question), you will see one of the Tabs below called 'Dynamic Content Parameters', here you can specify the details.
    Hope this helps you.
    Regards,
    Rajiv

  • Tables for marketing attributes and relationship

    Hi anyone!
    I'm creating InfoSets in CRM and I need the tables containing marketing attributes and relationship for BPs. Does anyone of you know which tables this data is stored in???
    Regards Camilla

    Hi Camilla,
    Another option to reading tables : you can use function module CRM_MKTBP_READ_BP_LIST giving the BP guid in table IT_BP_LIST. This will give you the attribute set along with the attributes and their values assigned to the BP.
    Example call:
    Test for function group      CRM_MKTBP_DB           
    Function module              CRM_MKTBP_READ_BP_LIST 
      Import parameters               Value             
      IV_LANGU                        EN                                                                               
    Tables                          Value             
      IT_BP_LIST                         1 Entry        
                       Result:           1 Entry        
      ET_BP_ALLOCLIST                    1 Entry        
                       Result:           2 Entries      
      ET_RETURN                          0 Entries      
                       Result:           0 Entries

  • Transaction Code for Marketing Attributes

    Hi Experts,
    Can someone tell me what is the transaction code to maintain Marketing Attributes in SAP CRM 5.2?
    Thanks a lot,

    Hello,
    In 5.2 we have new UI and old UI is no longer used. In the new UI it is not possible to create the marketing attributes independently. It is only possible while creating the attribute sets. After creating the attribute sets you need to add the attribute there itself and indicate the possible values.  For that you need to maintain role as MARKETINGPRO and then go to marketing tab. Then you may create the attribute set and create the attribute.
    Regards,
    Manoj

  • Invalid format for Marketing Attributes

    Hi colleagues,
    I have marketing attributes of type NUM 5,2 which are causing erros of type Invalid Format.
    I would like to know where do I change this configuration (path in SPRO/Cutomizing Implementation Guide) in CRM.
    And If someone knows what type generally is used... it seems strange that standard validation is not accepting this...
    thanks,

    Can you please let me know what is this 5,2? Is this a value for the attribute?
    In the Attributes table, you can only mention the decimal place and in the value table you have to maintain the exact number of decimal places as you mentioned in the attributes.
    e.g.
    if you create an attribute say "Frequency of Purchases", Format - Numeric Format, Decimal Places - 2, In that case, you have to maintain a values like 35,02 or 34,00 or 37,59 etc.
    If you want to change the decimal separator say "," to ".", you can do it in CRM system, as follows
    -login to CRM system using sapgui command
    -login with your credentials
    -go to system->user profile-> own data or you can directly use the transaction SU3
    -go to tab "Default" -> change the field "Decimal Notation" as per your liking.
    For this you must have an authorization to change your data or ask your administrator to change the same.
    Hope this helps.
    Edited by: Harsh Singal on Apr 5, 2011 12:47 PM

  • How to access marketting attribute of CRM

    Hi All,
    I have a specific requirement for CRM 2005. Currently we are maintaining some values in Marketting Attribute of BP transaction. Now I need to access those values through some programme or FM or BADI. So, is there any way I can sccess those values in a structure. Actually I need to return those values to UI. Please also let me know is there any standard FM exists for this purpose.

    Hi,
    I agree what you said but if we clear the context element it giving a dump as the program is refering to the NULL reference.As I said earlier my table has no data but still I am applying Filter and then clearing the Filter node value.
    It is working correct when my table is not initial.
    i hope you got my point.
    Please find the code below,
    METHOD onactionclear_filter .
      DATA: l_node          TYPE REF TO if_wd_context_node.          "This is context for Filter
      DATA: lo_nd_nrs_status  TYPE REF TO if_wd_context_node.  " This is context for Table
      DATA lo_api_controller TYPE REF TO if_wd_controller.        
      DATA lo_message_manager TYPE REF TO if_wd_message_manager.
      Data clr TYPE wd_this->element_nrs_status.
      DATA flg TYPE wdy_boolean.
      DATA l_ele TYPE REF TO if_wd_context_element.
    *data node_ele TYPE REF TO CL_WDR_CONTEXT_ELEMENT.
    *data node_val TYPE REF TO CL_WDR_CONTEXT_NODE_VAL.
    *data node type ref to CL_WDR_CONTEXT_NODE.
    *data node_tab type WDR_CONTEXT_PROP_FOR_NODE_TAB.
      l_node = wd_context->get_child_node( if_table_view=>wdctx_filter ).
    lo_nd_nrs_status = wd_context->get_child_node( name = wd_this->wdctx_nrs_status ).
    CALL METHOD l_node->get_static_attributes
        IMPORTING
        static_attributes =  clr.
    IF clr IS INITIAL.
        lo_api_controller ?= wd_this->wd_get_api( ).
    CALL METHOD lo_api_controller->get_message_manager
    RECEIVING
    message_manager = lo_message_manager .
    report message
    CALL METHOD lo_message_manager->report_error_message
    EXPORTING
    message_text = 'Incorrect Selection' .
       EXIT.
    ENDIF.
       l_node->INVALIDATE( ).
    ENDMETHOD.
    Thanks & Regards,
    Ravi Ganji

  • Obtain list of fields for marketing attributes against BP

    Hi All,
    I'm working on a data extraction routine for BP data and need to be able to allow the user to select which fields will be extracted and added to the output file.  I've got some standard code that so far uses a data dictionary structure to create a pop up of fields with checkboxes so the user can select which fields to output - it uses FM DDIF_FIELDINFO_GET to simply list all fields for a given structure.
    My requirement is to extend this so that all possible marketing attributes against business partners are also available for selection in the field list.  I guess to do this I need to find a way of reading all fields defined for any BP type attribute sets.
    Does anyone know of any FM's that do this or have any ideas around tables I can read?
    Note: I'm after the atttribute names not the actual values.
    Thanks,
    Gareth.

    Hi Gareth
    I think the function modules in group CRM_MKTPFTPL_OW are really valuable.
    Maybe you could call CRM_MKTPFTPL_GETLIST and then call CRM_MKTPFTPL_READ_CHR for each one.
    They aren't called by Pratik's FM's though .
    Cheers
    Dom

  • Survey Response for Marketing Attributes

    Hello,
    I have an e-mail that is sent out as part of a campaign. This e-mail includes a hyperlink to a website that displays the contacts Marketing attributes preferences.
    This survey correctly pulls out each contacts currnt preferences for their marketing attributes.
    When extra attributes are chosen on the survey and that survey is saved, the marketing attributes are not updated on the business partner record.
    Is there anything extra that needs implementing to update a contacts marketing attributes when they respond by submitting the survey?
    Regards
    David

    Thanks Mike.
    Can I ask which callback function modules you are selecting for the PBO and PAI?
    I have tried:
    CRM_MKTCA_SURVEY_MKT_PBO
    CRM_MKTCA_SURVEY_MKT_PAI
    and
    CRM_SVY_ACTIVITY_PBO
    CRM_MKTBP_SVY_ATTRIBUTE_PAI
    Neither have worked.
    Regards
    David

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