Automated email campaign

Hello all,
We are attempting to setup a simple automated email campaign (CRM 4.0), but we seem to be missing a step.
We have a campaign with a campaign element that has a target group assigned and a channel of Email. We can test the channel successfully from within the Marketing Planner (the email gets sent). So we know the email infrastructure is working.
When we transfer the target group to the channel (either manually or via workflow), an email list is created (as checked by crmd_email_list), but no emails are sent. Is there another job that needs to be run to actually send the emails?
Thanks!

Hi Kori,
please check the TRX SCOT , to see if Mails are sent out correctly.
Over there you have to customize your mail server for the mails you send out.
Particularly check in options "default domain".
Hope this solves the problem. Please reward with points if helps.
AndreA

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Hi Email Campaign Management without automation.

Hi,
I am working on Email Campaign management. Where we have created a survey ,Mail form, and a campaign. This Survey goes to the customer via email in form of URL.
How we can capture the responses of the customer. Based on which leads can be created?
Ability to capture survey response in CRM system without using Campaign automation Functionality ??
I am looking for a solution without using the Campaign automation Functionality as it is out of scope of my project.
Regards
Rajiv Sharma

Hi Rav,
I would suggest that you start configuring SCOT as described in:
<a href="/people/thomas.jung3/blog/2004/09/08/sending-e-mail-from-abap--version-610-and-higher--bcs-interface">Sending E-Mail from ABAP - Version 610 and Higher - BCS Interface</a>
Then you can go further on as described in the:
<a href="http://help.sap.com/bp_crmv340/CRM_DE/BBLibrary/Documentation/C22_BB_ConfigGuide_EN_US.doc">Best Practice CRM Campaign Management - Configuration Guide</a>
Regards
Gregor

Simple Email Campaign - Extracting reports

Hi everyone,
I have a simple email campaign running (still active) and I am wondering how you can export the clicks, opens of this campaign. I can't see it in Insights as a campaign and there's nothing in the settings apart from campaign audit, entry and exit lists.
Thank you,
Edina

That's actually a very good point to make. Here's why I think it might not be working. Originally, that "Create a Simple Campaign" option did not exist. That came about during a release at some point last year. Prior that point, the only "Campaign" option was the Campaign Canvas (Create or Open) and the Campaign reporting was setup to be very literal because there are also automation programs in the Program Builder.
So, to make a long story short, it sounds as though Eloqua, for reporting purposes is defying their own literary definition here by treating a "Simple Campaign" identical to the old email send option from the email builder. This being the case, I would recommend that for the time being, you use the Email Analysis reports in Insight to look at the clicks/opens/etc of the campaign. However, it is probably a good idea to bring it up to your Eloqua rep because now that they have expanded the definition of what a "Campaign" is they should be more clear in Insights.

Survey Transaction / Email Campaign

Hi Everyboddy!
I've configurated the scenario for email campaign (CRM 4.0) and I have prepared an Campaign and its elements... and attached mail form.
I've some problems at the responses:
1 - When the customer responds the survey, it should be created a transaction related to referred survey, but this is not happening.
2- When the customer responds the survey, I can see only the responses but not who has answered. I've already added the ++ at the end of link, but still doesn't work.
Regards from Brazil !!!
Nivea

hi
regarding your first question yes as soon as customer respond to survey a inbound activity is genreated but you need to do some changes with the BAdi for this purpose if you do not do that it wont happen.
here is the procedure to achieve the same
n SAP Standard when a customer answers a survey, a new activity with transaction type 0000 will be created that automatically triggers the follow-up processes. In our business scenario were not using transaction type 0000 but Y004 instead.
To make the campaign automation survey scenario running for this transaction type as well you have to change a BAdI.
The following procedure describes where and how to adapt the respective changes.
In a real customer scenario this is a very likely procedure.
Transaction Code SE18
1. SAP Menu Architecture and Technology---->ABAP Workbench -
>Utilities -
>Business Add-Ins
2. Enter the name of the respective BAdI CRM_MKTCA_SVY_PAI in the field Definition Name and choose Display first.
3. Go to tab Interface and double-click on the default implementation class CL_DEF_IM_CRM_MKTCA_SVY_PAI.
4. Again, double-click on method IF_EX_CRM_MKTCA_SVY_PAI~PROCESS_SVY_PAI_FOR_CA and confirm the following dialog box with Yes.
5. In the following you see the example implementation for transaction type 0000.
6. Now switch to change mode and search for 0000 with the Find/Replace button.
7. In the following replace the line
iv_process_type = '0000' with the line
iv_process_type = 'Y004'
8. Save your settings and dont forget to activate your coding again.
now just try to understand it
because as soon as customer repond to the survey you get an in bound activity
this activity generation is crucial part of response analysing because this activity contains the info regarding the customer response
just go through this
regarding the second query buddy you wont be able to see which person has responded it is actually the number o hits you count ,so maximum you can see is that in display contact list the count or total number of people who have accessed it or responded to it.
you will only be able to get the name of the customer or customer details when customer respond tyo the survey and same info of campaign against the activity genreated can be found in table.
best regards
ashish

When I send a webpage via email, some of my recipients are unable to see it properly. The website was made with iWeb, and a Mac person advised me this was the best way to do an email campaign with iWeb, but it's not working for a lot of my customers - why

I have recently created a website for my family's business. When we bought the Macbook the guy in Apple said the best way to send an email campaign to our mailing list was to publish a hidden page, find it in the browser on Safari, then share it via email, so that is what I do. For most of my customers this works fine, however I have a number of people each month who cannot see any of the content of the email. I have added an 'If you can't see this email properly...' link at the top of the page, with no shapes or images etc near it, but even that does not appear for them.
I am a self-taught novice unfortunately, so haven't a clue what the problem is. I'm not sure of the operating system, but we bought the Macbook in May and it has all the recent updates installed. I have just had a new baby so can't get into the store fdor a one-to-one, so if anyone could explain why this happens / what I can do about it, I would be very grateful! Thanks!

If you think getting your web pages to appear OK in all the major browsers is tricky then dealing with email clients is way worse. There are so many of them.
If you want to bulk email yourself, there are apps for it and their templates will work in most cases...
http://www.iwebformusicians.com/Website-Email-Marketing/EBlast.html
This one will create the form, database and send out the emails...
http://www.iwebformusicians.com/Website-Email-Marketing/MailShoot.html
The alternative is to use a marketing service if your business can justify the cost. Their templates are tested in all the common email clients...
http://www.iwebformusicians.com/Website-Email-Marketing/Email-Marketing-Service. html
"I may receive some form of compensation, financial or otherwise, from my recommendation or link."

Follow-up email triggered on email campaign click

I am wondering if it is possible for a follow-up email campaign to be triggered once someone has clicked a link in the previous email.
For example, I want to send out an email to subscribers of an email campaign, with a link to an informative webinar. I then would like only those that have opened the email, and preferably clicked the link, to be sent a follow-up email (a day or 2 later) with extra contextual information that assumes they have watched the video.
My needs are not limited to this example, but hopefully you get the idea.
How might I go about doing this?

Hi Dayle,
You can't trigger campaigns based on a user's interaction with the e-mail content itself, if it points externally, but you could try to redirect the user to a BC page where you could auto subscribe him to a "follow-up mailing list" before redirecting to the video itself, as per your scenario (or having the video embedded there). In regards to enabling the webform to properly autosubmit the apropriate information, you could build the link by this pattern: http://yourBCwebsite.com/landingpage?email={module_emailaddress}&fullname={module_fullname}. This way the url will be different per each user clicking it, but it will point to the same page. On that page you can prepopulate the subscribe form fields with {module_url,email} and {module_url,fullname}
Kind Regards,
Alex

Hard Bounces from Email Campaigns

Hi,
Is anyone else experiencing problems with hard bounces when sending a campaign to a large database? ie 1000 recipients
Is there an easier way to invite them to double opt in than clicking on each person individually and sending it?
I've also noticed the live feed is not accurate when sending out email campaigns.
Thanks,
Tammy

Hi,
Is anyone else experiencing problems with hard bounces when sending a campaign to a large database? ie 1000 recipients
Is there an easier way to invite them to double opt in than clicking on each person individually and sending it?
I've also noticed the live feed is not accurate when sending out email campaigns.
Thanks,
Tammy

Hard Bounces - Email Campaign

My client sent out an email campaign to 81 recipients. The campaign generated 25 hard bounces. Is there a way to get more detailed information about the reason for these bounces? We are trying to evaluate this result -- a high rate of hard bounces (over 30%) Your reporting does not provide much information.
Thank you.
Catherine

Hello Catherine,
Please submit a case if you haven't already on this so we can investigate further with the following details...
Site URL
Email campaign name
Is this happening with any other campaigns/sites?
If there is any specific domain emails for hard bounce, please mention that.
We'll may need to look into this further.
Thank you,
Sanjit

Email Campaign Execution: Contact person Relationship

Hi All,
I created a target group which contains a list of Contact Persons. I am testing executing an email campaign against this target group.
This contact person also exists as a relationship to a prospect.
The email address maintained on the contact person master data may be different from the email address maintained on the relationship. Our end goal here is to execute the email campaing against the addresses maintained on the relationsip and not on the master data. When I execute the campaing, it sends the email out to the address maintained on the contact person master data. Do you know what I can do for it to pick up the email address maintained on the relationship? Is it standard CRM functionality for it to pick up the email address from the master data rather than the relationship?
Any comments/help on this would be greatly appreaciated.
Thanks!
Kiran.

Hi!
I know that has been a while since you two resolved these question, but can someone give me a hint with this?
I'm facing a similiar question... I need to send campaign mails to contact persons (to the relationships contact mails). But i can not see any B2B flag... Can someone please tell me where can i check this field? (I'm working with CRM 7.0 (and Webclient UI))
Thanks in advance
Inês
Edited by: Inês Mendes on Sep 9, 2011 5:28 PM

CRM Email Campaign Report

Hi,
I am looking for a feasibility of BI-CRM report for email campaign.
which can give me following details :
No of mails sent.
No of mails delivered.
No of mails solicited.
No of duplicate mails.
No of bounced mails.
Can you tell me some datasource or even CRM database table where I can get above fields. Is this kind of data is available in CRM server.
regards
vivek

Dear Vivek,
We can get all the Email related information in 0CRM_ERMS_ITEMS data source.
Hope we can track all the requirements below..
No of mails sent.
No of mails delivered.
No of mails solicited.
No of duplicate mails.
No of bounced mails.
Best Regards,
Maruthi

Creating automated email reminders to users every 2 weeks via Workflow 2010 Out of Box approach only

Hi,
I have been asked to automate the email reminders to users (every two weeks) from the SharePoint2010 solution.
I am trying to achieve this via workflow ,but am unable to get the results.
Req :
Twice a month the users should get an automated email reminder for a specific task.
1. On 14th (or last working day in mid month -1) of the month. ( a field "mid month end" captures the date as 15th of the month)
2. On last working day - 1 of the month. ( a field "month end" captures the date as last day of the month)
Please let me know how i can achieve this via Out of box functionality. I donot have exp with workflows so a detailed steps guidlines will be very helpfull.
Regards,
Guru

Although you can start a workflow and then pause it for a number of days, I'd feel uncomfortable with that. If the farm crashes, who guarantees that the paused workflows will pick up where they were left off?
SharePoint does no offer to run a workflow on all items in a list/library -- which I feel is a big draw back.
The good news is that there is a free 3rd party tool that can run a workflow on all (or specific) items in a list or library. It's called the
HarePoint Workflow Scheduler and I love it.
You can create a view that shows the items that you want to run the workflow on.
Or, if you know how to write CAML, you can feed the CAML Query right into the HarePoint Workflow Scheduler task.
At my company we have several sites in production that use the HarePoint Workflow Scheduler with a view.
So, first, create a SharePoint Designer workflow and define it to run manually.
Then use the HarePoint workflow scheduler to define a schedule.
You can define a schedule for the HarePoint tool, like every day, month, week, etc., by just clicking a few boxes.
Since this functionality does not come out of the box with SharePoint 2010, this free tool is a real gem.
cheers, teylyn

How to create activity template for email campaign in CRM 5.0

Hi,
I tried attaching only a simple activity transaction type (Z005) to communication type email in SPRO > CRM > Marketing > Marketing Planning and Campaign Management > Campaign Execution > Define communication medium.
After doing this, I was expecting that when I execute my campaign for channel email, emails will be sent to the customers and activity transactions of type Z005 will be created for each outbound email.
Activity transactions are created, but I think I would like to maintain more details (description, responsible org etc.), which should be possible using activity template.
I am struggling with creating activity template. I created a normal transaction of type Z005 and tried to maintain it as a template (which was obviously wrong), and the system gave me a message that I need to attach a template transaction of template type D.
How do I create an activity template of type D?
Any help would be appreciated.
Regards,
Kaushal

Hi Kushal,
As your are in CRM 5.0 you can create Activity template from SAP GUI. Just execute CRMD_ORDER and select your Activity type (ZOO5) and in Menu click on Extras->Template->Create just enter required details such as (description, responsible org etc.) save the template it will create Activity template number. While creating Email Campaign just enter activity template number.
Execute Email Campaign it should create Activity with required details.
Regards,
Dipesh.

Has anyone tried to send a form in an email campaign?

I am looking into sending a form for prospects to fill in an score themselves. When I send the form via the email campaign the fields fill but the information does not post.
Is this possible?

They don't work reliably in email. See this link for more info: http://www.campaignmonitor.com/resources/will-it-work/forms/

Is there a way to show / hide email campaign newsletter opt-in form based on current opt-in status?

We have a secure zone with email campaign opt-in as both a part of the registration form and as a stand alone form for users logged into the secure zone.
We want to only show the opt-in form to users who are not already registered for the campaign, but cannot find a way to do this via modules / tags / liquid / API.
I have searched the forums and cannot believe this is not possible. If not possible, it should be put on the list of development requests.
Is this possible and if not, any suggestions?
The best workaround I can think of is to use a CRM field to track campaign opt-in status and then js/css or liquid to show / hide the form.
Thanks.

You won't be able to have a page showing 24 charts per host.
I really think that it is a bad idea to create a group per host, just to have the ability to add many charts.
The maintenance effort will be a big penalty.
Regards
Rob

Workflow: Automated email when field(date) is updated

Gentlemen,
I am trying to implement a workflow were an automated email is send as soon as a specific date is updated. The update happens via webservice.
While testing the following criteria: [<date>] <> PRE('<date>') I found that it only sends an email when the previous value was not null. Updating from one date to the other works fine.
Since we are always updating the complete account record when a field changes in our ERP app, simply have it trigger on changes doesn't work. The workflow has to make sure the previous value was different from the new value.
I have also tried other combinations using [<date>] IS NOT NULL, however I would again need the previous expression to verify the value actually changed.
Anybody have a good workflow at hand for this type of set up?
Thanks & best regards,
Ben

Hi Ben,
You need to check for both expressions:
" (PRE('<YourField>') = [<YourField>] OR FieldValue('<YourField>') IS NULL) "
You check whether it's changed or was previously empty using the "OR" statement.
Thanks
Oli @ Innoveer

Automated email campaign

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