Automatic Profile Set / Target Group Creation in SAP CRM

Hi,
Need some help on the listed process.
Is there any procedure to create Profile Ser/Target group automatically based on certain criteria? We want to reduce the manual work of Profile/Target group creation for the users.
We are currently using SAP CRM 5.0 and looking at options of creating Target Groups automatically based on infoset. The criteria used to model is below mentioned.
- New Customers & Head Office (They are the customer specific Z-fields in BP Master Data)
- Relationship Data: Has contact person Relationship. This is based on the assignment of Contact person to the BP (i.e. Day when the Relationship assignment done to the respective BP Master Data --> under Relationship tab page.
We are not using Attribute Set (that we assign to Marketing Attribute tab page of BP Master), for your information.
Appreciate, if you could let us know whethe this is possible by Standard feature/ any work around on this.
Kindly do the needful.
Thanks,
Rahul

Hello Rahul,
it is possible to create a target group from an external list as far as i am aware. Maybe have a look at
http://help.sap.com/saphelp_crm50/helpdata/en/57/d7de42777c2978e10000000a155106/frameset.htm
Regards
Mark

Similar Messages

Clustering model ..target group creation ...error

Hello All
After i created a Clustered model successfully i went ahead to create a CRM target group and as the last step in the process I selected the Training source of my Clustering Model ,right clicked it and clicked Monitor
The result shows that the CRM target group creation was incorrect.The following screeen shows the error screen.
http://www.geocities.com/aditya_ponnam/errorscreen.JPG
Please advise.
Thank you
Aditya

Hi naveen
Thank you.How can I check the RFC setting for my CRM system?Has it got anything to do with this problem?I have just started learning SAP BW and CRM.Please suggest.As a matter of fact, this error occured in the BW system.The version of BW system is 3.1 Support Package 6.I could not figure out anything from the error description.Please look at this error screensot.
http://www.geocities.com/aditya_ponnam/errorscreen.JPG
Thank you
Regards
Aditya

Combine Profiles and Target Groups -Segmentation

Hi Experts,
I have a requirement where I will need to join profiles with other profiles and Target groups. I checked in help.sap and I saw the following sentence regarding combining the profiles.
In addition to attributes, you can also combine profiles with other profiles and with target groups.
Example
You select a profile from the components area, drag it onto an existing profile in the staging area and choose keep. The resulting profile contains the attributes contained in both profiles as inclusive conditions.
How do I get the Profiles and the Target groups in the Components area? I can only view the existing Attribute lists. Is there any setting that I have to make to see the existing profiles and target groups ?
Any help will be greatly appreciated.

Hi Pooja,
which version of the product do you use? CRM 2007?
Scenario 1) I need to combine 2 profiles with an 'OR' condition and create target groups out of the combined profile. How do I accomplish this? Is there any method to combine profiles in the Graphic Modeler?
=> You could have 2 profiles in a profileset and create the target group for the complete profileset. Then the results are "OR combined".
=> Alternatively you can create a new profile which consists of all attributes and create a target group for this profile.
Scenario 2) If we have 2 profiles and a target group in a profile set how do I create a Target Group for all the BP's in the Profile set. The only selection criteria in the Graphic Modeller for me right now is Attribute lists. How do I select Target Groups and Profiles
=> Just create the target group for the complete profile set, then one consolidated target group is created.
Does this help?
Regards, Guido.

Screen become blank during the Manual Target Group creation

Hi SAP,
In the Marketing Segmentation, there is an option to allow the manual Target Group creation. I have a list of 5000 BP and I upload it via "Import Business Partner". It is just 5krecords and the screen goes blank. We have tried several times and encountering the same thing which there is no enhancement applied. Any idea if there is limit on BP to be uploaded?

Hi Subhashish,
High Volume Segmentation is recommended for segmentation activities for more than 500.000 BPs. In your case Classic Segmentation fits perfectly.
Please read the SAP documentation for more information:
Segmentation - SAP Library
Furthermore since the Import Business Partner functionality is not Java based this cannot be a Java problem.
Do you receive a dump in transaction "st22" after trying the import?
Regards,
Markus

Search criteria is not working in Responsible Group field in sap crm could you please help me this how to achieve.

search criteria is not working in Responsible Group field in sap crm could you please help me this how to achieve.I have writen code on EH_ONSEARCH .as per below...what changess i need to do..and through partner function and adding the selection params please send the sample .
code. partner funtction - ZRG DATA :
DATA : lv_partner_fct type .
types: begin of ty_resp,
       partner    type but000-partner,
       name_last type but000-name_last,
       name_first type but000-name_first,
       mc_name1   type but000-mc_name1,
       mc_name2   type but000-mc_name2,
       end of ty_resp.
DATA: lv_resp_bp type STANDARD TABLE OF ty_resp INITIAL SIZE 0,
       lw_resp_bp type ty_resp.
IF lv_attr_name = 'Rgroup'.
lr_entity->get_property_as_value( EXPORTING iv_attr_name = if_crm_srqm_uiu_const=>gc_attr_low
                                   IMPORTING ev_result = lv_low ).
IF lv_low IS INITIAL.
SELECT partner
       name_last
       name_first
       mc_name1
      mc_name2
FROM but000 INTO table lv_resp_bp
WHERE mc_name2 = lv_low and bu_group = '0010'.
loop at lv_resp_bp into lw_resp_bp.
    lv_low = lw_resp_bp-mc_name2.
lr_query_service2->add_selection_param( iv_attr_name = 'Rgroup'
                                            iv_sign = lv_sign
                                            iv_option = lv_option
                                            iv_low = lv_low
                                            iv_high = lv_high ).
ENDLOOP.
if lv_partner_fct = 'ZRG'.
lr_entity = lr_iterator->get_next( ).
CONTINUE.
ENDIF.
lv_attr_name = 'BU_PARTNER'.
ENDIF.

<b>You can acheive   this .... first by creating the search help exit    ... by creating the maintaince view   then   using it in the   Creation of the search help </b> ...
see the link for attaching the view   to the serach help .
<a href="http://">http://www.sapdevelopment.co.uk/dictionary/shelp/shelp_elementary.htm</a>
reward points if it is usefull...
Girish

Target Group Creation

Hi Experts
How we create target group on the basis of Net value and Product. which tables required for creation of Infoset.
Our requirement is who are buy the particular product more than xxxxx amount we need to make a target group and send the mails to them. anybody having idea on this issue plz share with me
Help full answer i will give the full points
Regards
sreedhar

Hi Manohar,
You can use below methods
1. Using BI query (BI Cube) :
Create a BI query for the sales orders with value field and BP GUID and create a data source using the BI cube with BP as BP GUID.
2. Using Marketing attribute:
Create a Marketing attribute as Sales Volume (for exp) and update this marketing attribute with the total value of the sales order + exsting value in the marketing attribute which gives the total cumilative value of the sales done so far by that particular BP.
To achieve this you may have use the breakpoint in the sales order and code for the updation of markeing attribute of sold party partner function BP.
Create a data souce using the above attribute set.
We have used 2nd method for our purpose.
Please let me know if you have any further queries.
Reward points if it helps.
Regards,
Madhu

Issue in Target Group creation of contact persons

Hi,
I am working on CRM 5.0. Using the segment builder creating target group to be attached to the campaign.
I have created one target group of organizations with Marketing attributes attached to these BPs.
Using this organizations target group as Master Group I am creating one more target group of contact persons of these organizations (using Contact persons relationship). The issue here is, out of these contact persons I require only those contact persons having interest in classical music. I have maintained this attribute in the BP master data of these contact persons.
While creating the target group of such contacts in segment builder I am using this attribute to filter the data but I am getting all the contacts without any filter applied. My requirement is to only get those contact persons (belonging to the master group of organizations) having interest in classical music. Can anyone suggest how to achieve this?
With regards
Ambar Adhav

Folks,
We have implemented Accounts & Contact Management (BP) in our CRM System. Here the Issue is the Business User Can able to create an Account Successfully from Portal but when he is trying to create Relationship - "Has Contact Person" the following error has got occured -
500 SAP Internal Server Error
Error msg - Inconsistancy between Dictionary Types COMT_BSP_BP_TEL_T AND BAPIADTEL (Type of Termination: RABAX_STATE)
Could you pls help me out and How can i proceed to scan the issue?
Srujan
Edited by: Srujan Kumar on Jan 19, 2008 8:27 AM

Target Group creation & Segmentation

Hi Friends,
Can you tell me the use of the toggle buttons OR/AND WITHIN AN ATTRIBUTE / OR/AND ACROSS ALL ATTRIBUTES below the Attribute Lists in the Segment Builder.
I my Project there is a requirement where the Client wants to use OR & AND CONDITIONS while creating a Target Group.
Thank you,
Rajendran S

Hi Rajendra,
When you have more than one filter to create a target group then use these toggle buttons to set AND / OR conditions between filters of different attributes or different filters of same attribute.
OR/AND WITHIN AN ATTRIBUTE :
If you have two filters with in same attribute, select two filters and while drag and drop the condition you see in toggle button will be set between two filters.
Ex: If Toogle button is set to : OR WITHIN AN ATTRIBUTE
      Attribute : City
      filter1: Havana
      Filter2: Atlanta
select two filters and drag and drop to the work area, then an OR condition will be set between two filters
If Toogle button is set to : AND WITHIN AN ATTRIBUTE
Then the condition between two filters will be AND.
Similar functionality with other toggle button OR/AND ACROSS ALL ATTRIBUTES.
Thanks,
Priyanka

Crm 2007- target group creation

Hi all,
I am not able to view my Graphical Modeler screen in my Webclient.I am getting a blank screen, but no error messages.
Is there any additional settings to make Graphical Modeler active ?
Regads,
Aravind.

Hi Aravind,
Is Java runtime installed in your system ?
The Graphical modeller in 2007 for creation of Target groups is a Java Applet.
Hope this helps you.
Regards,
Vinay

How transport profile set in segment builder to other CRM system?

Hello!
I create a lot of profile set in segment builder. I using CRM4 and CRM7 wich connected RFC and middleware.
How transport profile group from CRM4 to CRM7?
Edited by: Vladimir Shilov on Dec 19, 2010 11:08 AM

Dear Thomas,
Did this get solved?
Thank you,
-Vijay

What is Buisness partner group hierarchy in sap crm

Hi,
what is Buisness partner group hierarchy,what is the importence of this in sap crm
i wanted to know the detailed documentation for Buisness partner group hierarchy
Thanks&Regards
kishore kumar

hi there
what you are saying as Business Partner Group hierarchy is actually the account hierarchy inside the BP which can be created using the Bp groups
here it is what it is and why its important
Account Hierarchies
Use
The account hierarchy allows you to map complex organizational structures of a business partner (for example, buying group, co-operative or chain of retail outlets).
When you create a hierarchy structure, you form groups of business partners (for example, for purchasing groups). You can use them for statistical purposes and for marketing analyses.
You can use the hierarchy for pricing. Pricing is carried out using conditions such as pricing arrangements that are stored at a higher level of an organizational structure and can be transferred to the lower levels.
Integration
You can transfer a customer hierarchy from SAP ECC to the account hierarchy in SAP CRM.
For more information, see Replicating ERP Customer Hierarchies to SAP CRM.
You can also exchange the account hierarchy with CRM Mobile Client.
Features
With the help of business partner groups, you can create hierarchy nodes in order to construct a hierarchy structure. For this purpose, the type of hierarchy is first determined based on the hierarchy category.
Hierarchy structures that are created in CRM Enterprise are sales area-independent.
The condition maintenance for pricing is integrated in the account hierarchy maintenance function.
also see this link
http://help.sap.com/saphelp_crm60/helpdata/en/52/cff837a9aae651e10000009b38f8cf/frameset.htm
will clear all your doubts
best regards
ashish

Creation of Campaign Id and assign Target Group to it.

Hi all,
I am facing a problem in creating a Campaign Id. This is the first time i am working on CRM Marketing Campaign, and i dont know the process of creating a Campaign id for a Target Group created for BP's. Please do help me in providing me any program or link where i can find the sample programs for creation of campaign id, Campaign Element, Profile Set, Target Group, Assigning BP's to Target Group.. I am presently using the below mentioned function modules/BAPI's for creation of Profile Set, Target Group etc.,
For Profile Set Creation:                                         BAPI_PROFILESET_CREATE
For Target Group Creation:                                    BAPI_TARGETGROUP_CREATE
For Assigning Target Group to Campaign:             MKTPL_TGGR_ASSIGN_CREATE
for Campaign Element:                                            MKT_ELEMENT_CREATE
Please provide me complete program to explain the above.
Thanks in Advance,
Nagesh Thanneeru.

hi,
Target group is a group of BP, like a BP list. It's a kind of master data which can be used in business transaction.
And profile set is a base of target group, just like Product Hierachy and Product category. Each target group should belong to a profile set. So create the profile set, before you create target group.
Campaign is a kind of Marketing element of CRM Marketing. In campaign, it need the BP or BP group or Target Group as its campaign objectives. Just like Customer of Sales Order, Vendor of Purchase order.
Campaign can be assigned several target groups or BP or BP groups in it.
So if you want to create campaign and assign target group to it, the steps is:
1. create a profile set by BAPI_PROFILESET_CREATE
2. create target group by BAPI_TARGETGROUP_CREATE, in this calling, you will use the profile set created before.
3. create campaign by MKT_ELEMENT_CREATE
4. assign the target group to your campaign, by MKTPL_TGGR_ASSIGN_CREATEl, the target group comes from step 2, the campaign comes from step 3

How can we download target group from sap crm gui

Hi Experts,
Please let me know, how to download target group from the SAP CRM GUI . Information: TG having 75000 BPs and using sap crm 7.0
Thanks in advance..!!
thanks and regards
Vinay

Hi Vinay,
You can consider below link if you have already not done.
Export Target Group | SCN
Also found below note/s which may not be appropriate for the version that you are working, still will give some hints on how to go about it especially when you have more BPs to be downloaded.
490694 - Target group export from CRM Online to application server
459913 - Target groups: Exporting BPs to application server
Rgds
Hari

BAPI to build target group for segments

Hi all,
I looking for a BAPI that builds target group for segments and not for profile sets.
Transaction CRMD_MKTSEG allows to create TG in two ways :
- Build for Profile SET
- Build for Selected segment
BAPI_TARGETGROUP_CREATE is like u201CBuild for Profile SETu201D, since it requires a profile set guid as input
I have not found anything to u201CBuild for Selected segmentu201D, putting as input only a Profile.
The reason is that I need to "refresh" every day the target group and it is possible only if I create a TG for segment and not for profile set. In this second case the TG is frozen and no more refreshable,
Thanks.
regards
Emanuele

Hi Emanuele,
There are three types of Segments:- Profile Sets, Target Groups, Profiles.
(You can check this yourself:- Go inside Find segments, then choose Advanced Search. You will get option to find Marketing Segments based on whether they are Profile sets or Target Groups or Profiles )
It means Profile Sets is also a type of Segment. So i am bit confused with your question.
If i understand your question correctly, you simply want to create a target group which should be refreshed automatically on a daily basis.
You can very well achieve this daily refresh by building the Target Group in Background Mode. While creating a Target Group there are two modes possible :- 1)Build Target Group in Dialog Mode 2)In Background Mode.
So u need to build your Target group in background mode and While creating the Target Group in Background mode:-
Select the Checkbox "Active"
Do not select the checkbox "Modelling Completed".
Hope this helps in resolving your issues.
rgrds,
Randhir

One Profile set multiple profiles & target groups

Hi Experrts,
Can any one please tell me what is the advantage of creating multiple profiles and target groups under one profile set.
Any help will be greatly appreciated,
Thanks in advance
Regards
Suvitha

Hi,
Multiple TGs in a Profile set will be effective on the way you use them in the campaign.
In campaign, you can use either a TG or a Profile Set. If you are using PS, all the TGs in the PS will be used. Otherwise, you can use the TG individually. It depends on how you use it.
BR, Sathish R

Automatic Profile Set / Target Group Creation in SAP CRM

Similar Messages

Maybe you are looking for