Automated creation of call-tasks on campaign execution with attachment

Hi all,
I'm planning to create call-tasks to the responsible employees on campaign excecution.
Therefor I want to use the BAdI: Enhanced Creation of Business Transactions.
When creating these tasks I want to attacht the URL defined as attachment on the campaign to these new created tasks to inform the recipients of this call-task that they should take a loot at this URL.
Does anyone did somthing similar before and can give me some hints?
Until now I have not found anything in the changing parameters of this BAdI to forward these attachments.
Best regards
Dennis

Hi Dennis,
Did you solve this issue?
Can you please share the solution with me?
Bye, Angelo

Similar Messages

Create tasks from campaign execution

Hi experts,
we have the requirement to create tasks through campaihn execution.
Unfortunately it seems that when customizing the communication channnel in spro the channel "create contacts" does not allow to create activities in form of tasks.
Is there another possibility to create tasks through campaign execution?
I think this not an unusual requirement, so I am wondering if you can help me with this issue.
Thanks a ton and kind regards
Hannes

Hi Hannes,
Did you try to overrule that via the BAdI Enhanced Creation of Business Transactions
you can find that BAdI in SPRO --> CRM --> Marketing --> Marketing Planning and Campaign Management --> Campaign Execution --> Business Add-Ins --> BAdI: Enhanced Creation of Business Transactions
there is a method called MODIFY_ACTIVITY_OBJ
This will be called during creation. Maybe you can overrule the transaction type and object type there.
KR,
Micha

Campaign Execution and Automation

Hi Experts,
Can you please tell me how to execute a campaign? Is campaign automation a prerequisite for campaign exection?
As per our business requirement, Leads have to be generated for all the target group customers during campaign execution.
Any work flow settings are required for the above business process - if so what are the required configuration settings?
What are the settings required for Automation?
Is it possible to achieve above business scenario with out work flow settings?
Many thanks,
Srinivasu

Hello Srinivasu,
If your campaign have several collaterals like in a multiwave campaign, recurring campaign we automate a campaign using Process modeller(Java applet) where you set the appropriate workflows for doing jobs and we set the conditions also.
Some usful links
Marketing - Email Campaign
B2B Campaign Execution
regards,
Muralidhar Prasad.C

Campaign Execution Vs Campaign Automation

Hi All,
I have following queries.
1.Whats is the main difference between Campaign Execution Vs Campaign Automation.
2.I have a requirement - To Execute Campain for different Target groups to 3-4 Communication Channels at once . if possible - Let me know - How its possible.
Please guide me. Thanks in Advance.
Regards,
Amrita

hi
campaign execution is executing the campiang once all the parameters are set like target group has been defined and communication channels has been selected ,now you just have to execute the campaign to get the desired result
it can be done both manually or automatically
for automatic execution you have campaing automation
Campaign automation is designed to help you to deal with multichannel, multiwave and real-time campaigns, providing direct reactions to customer responses.
Setting up a fully-automated campaign means that employees can access the campaign automation tool directly from the campaign screen, improving planning and increasing transparency.
Campaign automation allows you to model a campaign, and once the process model is triggered, no further manual intervention is necessary. Response to a particular step can be immediate. Alternatively you can set up a batch response, for example, carried out either at periodic intervals or once a certain number of responses have been collected.
for using multiple channels in automation u need to look into this:
Campaign Automation in the Different Channels
Campaign automation allows you to integrate the following business scenarios into the modeling of an automated marketing campaign:
      Interaction Center
      Survey
      Internet Sales; Business-to-Consumer or Business-to-Business
For more information about the prerequisites for using campaign automation in each of these scenarios, see Customizing for Customer Relationship Management by choosing   Marketing   Marketing Planning and Campaign Management   Campaign Automation   Campaign Automation in the Different Channels.
just create target group for the every channel
same target group should be there ,then u can use the campaing elemsnts for ur purpose
this way u will be able to do campaign automation using diff comm. channels
best regards
ashish

Attribute List Creation : campaign vs campaign execution

Hi all,
When creating an attribute list in GUI, what do the usage IDs "campaign" and "campaign execution" mean ?
What do they enable or condition ?
Thanks in advance,
Eli

Hi Eli,
There are several usage categories defined in the system, the most important ones are "Campaign Execution" and "High Volume Segmentation". The term "campaign" means that the target groups are built using the low volume segmentation engine to be executed in a campaign. You can define usages for each usage category in the system. The usage category defines for what purpose the segmentation element is used and with the usage you can define authorizations on the element.
"campaign" is the SAP deliverd standard usage for classic segmentation (usage category "Campaign Execution").
If you want to use the high volume segmentation engine, you will have to use usages of usage category High Volume Segmentation or High Volume Segmentation (BW). The latter one is available with CRM 7.0 EhP2.
hope that helps
--klaus

Alternatives to PowerShell automation of Excel (Scheduled Task) in a Windows Server 2012 R2 world

I have a handful of PowerShell scripts that ran as Scheduled Tasks on an old Windows 2008 SP2 server, which output reports as Excel workbooks with multiple worksheets, via a COM object. After migrating these scripts to a new Windows 2012 R2 server,
these scripts no longer function. The Server 2008 system was running Office 2007, and the new Server 2012 R2 server has Office 2013 installed.
What is everyone using on their Server 2012 R2 systems to automate generation of multi-sheet reports in Excel via PowerShell and Scheduled Tasks?
I know that Microsoft has said that automating Office applications server-side in non-interactive mode, but it has worked in the past, until now. (https://support.microsoft.com/kb/257757)
I've tried the OpenXML PowerTools for PowerShell (https://powertools.codeplex.com/), but Export-OpenXMLSpreadsheet will only export a single worksheet, and they don't support adding worksheets to existing files
(am I missing something?). I understand the OpenXML PowerTools can be extended in C#, but I don't C#. The PowerShell cmdlets were released in Jan 2012, but don't look to have been updated since then (updates have been the core C# code).
I've seen recommendations to add C:\Windows\(System32 or SysWOW64)\config\systemprofile\Desktop, but this hasn't worked on Server 2012.
Has anyone been able to get Excel 2013 to cooperate on Server 2012 R2, or come up with a suitable alternative? I'd rather not start running these scripts from my workstation.
EDIT:
I'm not necessarily looking for an Excel answer, since there are OpenXML ways of doing things now without the Excel application.
Here are some of the errors I'm getting when approaching this from different directions. When I use:
$excel = New-Object -comobject Excel.Application$workbook = $excel.Workbooks.Add()
Results in error:
Exception calling "Add" with "0" argument(s): "Microsoft Excel cannot open or
save any more documents because there is not enough available memory or disk
space.
• To make more memory available, close workbooks or programs you no longer
need.
• To free disk space, delete files you no longer need from the disk you are
saving to."
At C:\path\to\script.ps1:21 char:2
+ $workbook = $excel.Workbooks.Add()
+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+ CategoryInfo : NotSpecified: (:) [], MethodInvocationException
+ FullyQualifiedErrorId : ComMethodTargetInvocation
The server is definitely not lacking for resources.
I can copy a blank XLSX file and use .Open($xlFile) instead of .Add(), but then when I go to open a CSV file to copy/paste the content to a worksheet, I get this one:
Exception calling "Open" with "1" argument(s): "The server threw an exception.
(Exception from HRESULT: 0x80010105 (RPC_E_SERVERFAULT))"
At C:\path\to\script.ps1:65 char:2
+ $tempcsv = $excel.Workbooks.Open($CSVFile)
+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+ CategoryInfo : NotSpecified: (:) [], MethodInvocationException
+ FullyQualifiedErrorId : ComMethodTargetInvocation
Things that I've tried so far, with no success:
I created C:\Windows\System32\config\systemprofile\Desktop and C:\Windows\SysWOW64\config\systemprofile\Desktop as suggested here:
http://social.technet.microsoft.com/Forums/windowsserver/en-US/0751119d-84d5-4a77-8240-1c4802f97375/powershell-scheduled-tasks-wont-start-excel?forum=winserverpowershell
Add Local Launch and Local Activation permissions to the Microsoft Excel Application DCOM Config, Grant "Read & Execute, List folder contents, Read" permissions on the \config\systemprofile\Desktop folder. Grant "Modify, Read & Execute,
List Folder Content, Read, Write" permissions for the account on the following folders:
\config\systemprofile\AppData\Roaming\Microsoft
\config\systemprofile\AppData\Local\Microsoft
as suggested here:
http://social.technet.microsoft.com/Forums/windowsserver/en-US/aede572b-4c1f-4729-bc9d-899fed5fad02/run-powershell-script-as-scheduled-task-that-uses-excel-com-object?forum=winserverpowershell
@ jrv - I will try posting a similar question in the Excel 2013 forum, but since I'm looking for a scripting solution to produce an OpenXML spreadsheet, and not something that necessarily uses the Excel application (though such a solution would not be turned
away), I thought this the more appropriate venue.
(to reiterate from OP) I have seen and acknowledge Microsoft's statements regarding the unsupported nature of automating Office applications in non-interactive environments, but the truth of the matter is, supported or not, it worked in the past (Server
2008), it's what I inherited from my predecessor, and I know I'm not the only one who has been using Excel in this way. I'm only asking fellow scripters, some of whom must also be using Excel in this "unsupported" fashion, how they are automating
creation of their spreadsheet reports after moving to Server 2012. A different system modification to make the Excel comObject continue working as before? Direct manipulation of the OpenXML document? Other solutions that may or may not require launching the
Excel application?

#1 - Ask in Excel 2013 forum.
#2 - Microsoft has repeatedlynoted that this is NOT a supported configuration for Office products.
#3 - What errors are you getting?
#4 - What have you done to debug this:
#5 - No one can be of much help unless you post a very simple example of how this fails.
¯\_(ツ)_/¯

Campaign Execution (Telephone)

Hi all,
After Relasing the <b>Telephone Campaign</b>.
How the list will be generated to Agents.
--> Who distribute the list to agents
Consultant OR IC Manager.
Thanx
Sathish

Hi Satish,
Supervisors and agents use this document to learn more about call list execution and processing.
Prerequisites : The supervisor has created call lists from campaign management or call list generation and assigned organizational objects (users, positions, organizational units) to call lists.
For automated dialed call lists, the supervisor has set the call list execution mode to Automated and uploaded and synchronized call lists with an external Computer Telephony Integration (CTI) database.
For Interaction Center (IC) WinClient, the system administrator has assigned the Scripting workspace as a default workspace in the agent's profile, if the call list uses scripting.
If the workspace and action box are both configured in the agent's profile for call lists, they must both use the same call list profile.
Features
Call lists can be executed by:
- Manual dialing
Agent selects the call list, manually selects which business partner will be contacted, and initiates the call.
-Automated Dialing
Agent selects the call list, but does not choose which business partner will be contacted. Calls are executed automatically and are received by the agents as incoming calls.
-Agents see call lists in the agent application if:
- They are assigned to the call list.
For more information, see Call List Assignment.
·        The call list has Active status.
·        The current date is within the call list Start On and Stop On dates.
·        There is at least one uncompleted call in the call list for the current date.
Depending upon what you defined in call list Customizing for call list dispatching, this last case might not apply.
Check this Link : http://help.sap.com/saphelp_crm50/helpdata/en/ec/0c98bf928d11d686f9000086568e5f/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/ec/0c98bf928d11d686f9000086568e5f/frameset.htm
Regards
Chandramohan
Reward points if it helps.....

Open Channel in Campaign execution

dear experts,
i want to used the open channel in campagin execution for sending message to the other system. basicly it will generate the xml file in the server.
in order to do that, i made a badi implementation of CRM_MKT_EXP_CAMP_DAT and made some code in its method EXPORT_CAMPAIGN_DATA.
beside that i also add a new communication channel in campaign execution.
and for the form, i made a form with general usage and plain text type.
i test the badi in campaign by selecting 'Target Group to Channel' in the menus after select the target segment.
in the testing, i faced an error and if i trace the error using tx SLG1 there is 2 messages found, that is:
1. <number> partners in the target group is not contacted
2. error determining call times for open channel for target group
is there any clue why i face this error ?
is there any documentation for implementing the open channel in campaign ?
please help
many thanks in advance
eddhie

Hi.
Go to SPRO: CRM > Marketing > Marketing Planning and Campaign Management > Campaign Execution > Define Communication Medium
Here if you are on CRM 7.0 release you already have a communication medium of example: ACTV, that generates documents of type 0010.
You must create your own communication medium, with communication method "Generate contact" and indicate which transaction type should be generated. In your case, set here your visit document type.
Then you create a campaign for this communication method, assign a target group and execute campaign.
After job execution if you check the last documents created on CRMD_ORDERADM_H table, you will see the generated visits.
Regards.
Susana Messias

Call list from Campaign

How can you create call list from Campaign for a selected target group ? Can anyone help me in this.

Hi ,
To generate a call list from the campaign all you need to do is to create your campign and then choose the send target group to channel option the call list will get generated. Please refer the campaign execution link for detials
http://help.sap.com/saphelp_crm50/helpdata/en/4e/ac6f422f91c153e10000000a1550b0/frameset.htm
Regards,
Anita

Campaign Execution though E- Mail & Phone/

Dear Friends,
                  We execute a campaign though E-Mail & phone. Then call list generated and E-Mail active is done based on the target group. Okay , Fine.
In E- Mail Campaign,
After campaign execution some mails send to customers automatically based on the target group
1)      Some customer was given reply. How to find out that?
In Phone Campaign,
1)     How to geting call list IC Agent automatically??
2)     What type of configuration we need?
3)     How to find out my campaign profit or loss??
Tell me any one
Regards,
Raj kumar, Chirala
090376424

Hi,
for emails:
http://help.sap.com/saphelp_crm700_ehp02/helpdata/EN/46/07bb66e6ea4251e10000000a1553f6/frameset.htm
http://help.sap.com/saphelp_crm700_ehp02/helpdata/EN/84/036befa8fa48b0956c818b2a93ce72/frameset.htm
for phone:
http://help.sap.com/saphelp_crm700_ehp02/helpdata/EN/46/1e78f624ba5a67e10000000a1553f7/frameset.htm
for campaign profitability, you could use standard reporting that is available in crm (i.e. campaign response over time, campaign effectiveness, campaign revenues and costs,..), see in the standard Business Role MARKETINGPRO under the Reports workcenter (please note that you need SAP BW in order to run these reports)
Best regards!

Reports/campaign execution

Hi
I am new to this CRM ,Could some body give me idea about which all the reports we use in CRM and campaign execution configuration steps.
Thanks in advance
Padma

Hi Murali,
In order to replicate conditions, condition tables, etc from R/3, just carry out an initial load of DNL_CUST_CNDALL.
Or
U can even make use of requests which are created in R3AR2, and downloaded using R3AR4.
If u wish to maintain the condition record in CRM, fot the condition types downloaded from R/3, maintain an entry in table MNTCNT of R/3.
In R/3
SPRO: Integration with Other SAP Components->Customer Relationship Management->Basic Functions->Data Exchange Conditions
Usage           : A
Table            :(condition table name)
Application    : V
Condition type :(Condition type
Logical system Logical System of CRM)
Wish the information is useful.
Regards,
Shalini Chauhan

B2B Campaign Execution

Hi all
In email campaign execution where the target group contains BP which are Organizations the emails should go to the their respective contact person maintained in BP Relationship. Is there any specific setting which needs to be maintained for the above scenario to happen?
As the problem which I'm facing is that when I execute a email campaign for a target group containing BP of category Person then the emails are going out of the system and email activity is also created as system is able to find the email address from BP Master Data.
But when I execute a email campaign for a Target Group containing Organizations as BP then emails are not going to their respective contact persons dispite of maintaining the proper BP Relationship for Organization and contact person.
is there specific settings which i need to maintian in order for same to happen.
Thanks
Avi

Hi Avinesh,
To send e-mails to the contact persons of the organizations, make sure you have checked the B2B checkbox in the segment tab for your target group.
Also click on functions to specify the role of your contact person ( which can be seen in below the target group assignement).
Regards,
Shalini Chauhan

Campaign execution not send emails for contact persons

Hi All!
I'm facing a problem with Campaigns (communication medium - E-mail): Those are the steps i'm following:
1.Start the campaign, and on the "campaign: Schedule job" screen, i choose "immediately". If i look at the campaign details after scheduled the job, the status is now "job started".
2. To check wich mails were sent, I also had a look at the business partner account that belongs to the target group used. On the "Interaction History" block, there is a line: "Outgoing Email" - on the details of this outgoing email I can see the "To" (Receivers). And here, I have emails from the business Partner contact persons and from the business partner itself (the email that is on the header level of the business partner account, on the "main address and communication data" area). So far so good. That's exactly what i need but,
3. If i go to the tcode, i only have a send request for the business partner itself and none for his contact persons (although those emails are on the "To" line for the interaction history).
I'm working on the Webclient UI, of the CRM 7.0
Does someone knows why the emails are not being sent also for the contact persons?
Thanks in advance.
Inê

I have achieved this by implementing the BADI : CRM_MKT_ADR_SEARCH
In this BADI's method : CHANGE_SEARCH_RESULTS you can modify the data which is being sent back to system for campaign execution.
NOTE: I am using Address Independent Communication Data of Business Partner
Below is my sample code for contact person email :
data: wa_bp_cp_channel type crmt_bp_cp_channel.
field-symbols: <fs_bp_cp_channel> type crmt_bp_cp_channel.
types: begin of ty_cp,
          partner type but000-partner,
          address type but000-addrcomm,
         end of ty_cp,
         begin of ty_bpcp,
           partner1 type but051-partner1,
           partner2 type but051-partner2,
         end of ty_bpcp.
data: it_cp type table of ty_cp,
        wa_cp type ty_cp.
data: it_bpcp type table of ty_bpcp,
        wa_bpcp type ty_bpcp.
data: it_bp type table of ty_cp,
        wa_bp type ty_cp.
read table ct_bp_cp_channel into wa_bp_cp_channel with key com_channel = '03'.
if sy-subrc = 0.
    select partner addrcomm
      from but000
        into table it_cp
          for all entries in ct_bp_cp_channel
            where
              partner = ct_bp_cp_channel-cp_number.
    select partner1 partner2
      from but051
        into table it_bpcp
          for all entries in ct_bp_cp_channel
            where
              partner1 = ct_bp_cp_channel-bp_number.
    if it_bpcp[] is not initial.
      select partner addrcomm
        from but000
          into table it_bp
            for all entries in it_bpcp
              where
                partner = it_bpcp-partner2.
    endif.
    sort it_cp by partner.
    sort it_bp by partner.
    sort it_bpcp by partner1.
    loop at ct_bp_cp_channel assigning <fs_bp_cp_channel> where com_channel = '03'.
      read table it_cp into wa_cp with key partner = <fs_bp_cp_channel>-cp_number binary search.
      if sy-subrc = 0.
        <fs_bp_cp_channel>-addrnumber = wa_cp-address.
        clear <fs_bp_cp_channel>-bp_number.
        clear <fs_bp_cp_channel>-bp_guid.
      else.
        read table it_bpcp into wa_bpcp with key partner1 = <fs_bp_cp_channel>-bp_number binary search.
        if sy-subrc = 0.
          read table it_bp into wa_bp with key partner = wa_bpcp-partner2 binary search.
          if sy-subrc = 0.
            <fs_bp_cp_channel>-addrnumber = wa_bp-address.
            clear <fs_bp_cp_channel>-bp_number.
            clear <fs_bp_cp_channel>-bp_guid.
          endif.
        endif.
      endif.
    endloop.
endif.

Account of the opportunity is not populated after the creation of a task

Hi,
In our project, we are using the Opportunity Object after the creation of a task. Our tasks are always related to an existing account.
I was wondering why when I create an opportunity from a task, the field "Account Name" is not populated by default with the account name related to the task.
Any ideas?
Regards,
Dara
Edited by: user6469826 on 2 août 2011 11:40

Contact an electronics repair shop.

System.Management.Automation.MethodInvocationException: Exception calling "ExecuteQuery" with "0" argument(s): "$Resources:core,ImportErrorMessage;" --- Microsoft.SharePoint.Client. ServerException: $Resources:core,ImportErrorMessage;

Hi,
I am getting an error System.Management.Automation.MethodInvocationException: Exception calling "ExecuteQuery" with "0" argument(s): "$Resources:core,ImportErrorMessage;" ---> Microsoft.SharePoint.Client. ServerException:
$Resources:core,ImportErrorMessage;
Following is my powershell script on line
$context.ExecuteQuery(); it is throwing this error.
function AddWebPartToPage([string]$siteUrl,[string]$pageRelativeUrl,[string]$localWebpartPath,[string]$ZoneName,[int]$ZoneIndex)
try
#this reference is required here
$clientContext= [Microsoft.SharePoint.Client.ClientContext,Microsoft.SharePoint.Client, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c]
$context=New-Object Microsoft.SharePoint.Client.ClientContext($siteUrl)
write-host "Reading file " $pageRelativeUrl
$oFile = $context.Web.GetFileByServerRelativeUrl($pageRelativeUrl);
$limitedWebPartManager = $oFile.GetLimitedWebPartManager([Microsoft.Sharepoint.Client.WebParts.PersonalizationScope]::Shared);
write-host "getting xml reader from file"
$xtr = New-Object System.Xml.XmlTextReader($localWebpartPath)
[void] [Reflection.Assembly]::LoadWithPartialName("System.Text")
$sb = new-object System.Text.StringBuilder
while ($xtr.Read())
$tmpObj = $sb.AppendLine($xtr.ReadOuterXml());
$newXml = $sb.ToString()
if ($xtr -ne $null)
$xtr.Close()
#Add Web Part to catalogs folder
write-host "Adding Webpart....."
$oWebPartDefinition = $limitedWebPartManager.ImportWebPart($newXml);
$limitedWebPartManager.AddWebPart($oWebPartDefinition.WebPart, $ZoneName, $ZoneIndex);
$context.ExecuteQuery();
write-host "Adding Web Part Done"
catch
write-host "Error while 'AddWebPartToPage'" $_.exception| format-list * -force
ERROR:
Error while 'AddWebPartToPage' System.Management.Automation.MethodInvocationException: Exception calling "ExecuteQuery" with "0" argument(s): "$Resources:core,ImportErrorMessage;" ---> Microsoft.SharePoint.Client.
ServerException: $Resources:core,ImportErrorMessage;
at Microsoft.SharePoint.Client.ClientRequest.ProcessResponseStream(Stream responseStream)
at Microsoft.SharePoint.Client.ClientRequest.ProcessResponse()
at Microsoft.SharePoint.Client.ClientContext.ExecuteQuery()
at ExecuteQuery(Object , Object[] )
at System.Management.Automation.DotNetAdapter.AuxiliaryMethodInvoke(Object target, Object[] arguments, MethodInformation methodInformation, Object[] originalArguments)
--- End of inner exception stack trace ---
at System.Management.Automation.DotNetAdapter.AuxiliaryMethodInvoke(Object target, Object[] arguments, MethodInformation methodInformation, Object[] originalArguments)
at System.Management.Automation.DotNetAdapter.MethodInvokeDotNet(String methodName, Object target, MethodInformation[] methodInformation, Object[] arguments)
at System.Management.Automation.Adapter.BaseMethodInvoke(PSMethod method, Object[] arguments)
at System.Management.Automation.ParserOps.CallMethod(Token token, Object target, String methodName, Object[] paramArray, Boolean callStatic, Object valueToSet)
at System.Management.Automation.MethodCallNode.InvokeMethod(Object target, Object[] arguments, Object value)
at System.Management.Automation.MethodCallNode.Execute(Array input, Pipe outputPipe, ExecutionContext context)
at System.Management.Automation.ParseTreeNode.Execute(Array input, Pipe outputPipe, ArrayList& resultList, ExecutionContext context)
at System.Management.Automation.StatementListNode.ExecuteStatement(ParseTreeNode statement, Array input, Pipe outputPipe, ArrayList& resultList, ExecutionContext context)

Thanks Sethu for your comments. However i am running this powershell directly on server so believe
SharePointOnlineCredentials is not required.
I have tried it but still giving me same error

Automated creation of call-tasks on campaign execution with attachment

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