B2B chseck box in campaign

In previous releases of CRM (prior CRM 2007), B2B checkbox would work inconjucntion with assignment of partner funtions to target groups as
follows:
CP(Partnmer Functions) plus B2B checkbox:
The BPs to be contacted from the target group could have been of type
Organizations or of type Persons.
In case of BP of type Organization:
The address of the Contact Person in Relationships tab with the right
partner functions would have been used
In case of BP of type Person:
This person should have been a contact for an Organization in the
relationships tab and the Organization address would have been used.
As of CRM 2007:
(B2B checkbox only)
The BPs to be contacted from the target group can still be of type
Organizations or of type Persons:
In case of BP of type Organization:
The Main address of the Organization is used directly, if no contact
person exists in relationship with the organization. Otherwise the
contact person's address will be used.
In case of BP of type Person:
This person should be a contact for an Organization in the relationshipstab. These persons are not contacted via their private communication
data in the customer master record, but via the data entered on the
relationship between the Person and the Organization.

Hi Eran!
Perfectly understood what you told, but can you please give me a hint: my taget group only contains Organizations. at the campaign, i have the B2B field checked and i still can not send mails to the contact persons of those organizations. Only for the Organizations themselves.
Am i missing something? What i have to do to send mails for the contact persons of my Target Group organizations?
Thanks in advance,
Inê

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Campaign detrmination in sales order

Hi All,
I am working on scenario where we need to determine campaign in order. All the configuration is done & its in testing phase.
I want to understand how the process works to make the campaign pricing applicble in order.
I have maintained the campaign . Maintained the discounts in VTS tab page & checked detremination box.
Campaign determination is laso defined.
Will it now determine the campaign.
Or do I need to add any additional steps in order to determine the campaign
Also, can I also have campaign element determined in Sales Order.
Regards,
Krishna

Hello Krishna,
For this you need to create a campaign determination procedure.
Create accesses and then assign them to access sequence
and further access sequence assigned to condition type and
condition type assigned to campaign determination procedure .
Hope this helps!
Regards,
Shanthala Kudva.

DST in B2B ?

We are testing out the DST changes that will be occurring on 3/11 on our B2B development box. We have changed the Linux date to 3/11/07. B2B has been recycled.
When I drop a document in B2B, however, it is still getting a date/timestamp for the actual date (2/27/2007), not the system date (3/11/2007).
Two questions for Oracle:
1) Where does B2B get its date/timestamps ?
2) Will I have to do anything special to my B2B installs to verify that the application is properly adhering to the earlier arrival of DST this year ?

Ramesh -
Can you please explain what you need from me here in the forum ? I tried the number you listed but cannot get thru.
The DST change is THIS SUNDAY and I am geting very worried about B2B's ability to handle it.
Thanks,
Alice

Internal File Delivery Channel not working..

Hi,
I have configured a Trading partner to poll for a file and write into a SFTP Server with Internal delivery channel as SFTP Protocol. This is working fine on dev instance. However, when I exported the same configuration to test instance (SFTP credentials are different for test and dev. But that is taken care of in configuration) the same is not working.
Strangely, I don't see any error also in B2B log file and business message status report shows the transaction as successful, which means that file has been transferred. But I don't see the file on SFTP server.
What could be the possible reasons. Can someone help me here.
Thanks,
Phani

Hi Anuj,
Thanks for the reply -
So you should have property oracle.tip.adapter.b2b.appTransportTraceLogLevel set to "DEBUG" in tip.properties file - Yes
an+d b2b_idc_transport.log should show you the errors+. If it does not raise a case with support. - No. b2b_idc_transport is of 0 kb and is not getting updted.
Which authentication are you using - password or public key? - I am using a password
Did you try command line SFTP from Test B2B box to SFTP box? Are you able to do so? - Yes I did try and am able to connect to the SFTP box from B2B Unix box.
Thanks,
Phani

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 Type is not available in drop down box

Hi expert,
I want to bring a new camaign type option in drop down box in web UI. in spro i define a new Campaign type(spro-crm-marketing- marketing planning and campaign management basic function---define types/objective/tactics).
but this new capaign type is not available in web ui campaign drop down box. actually i want to create a new campaign type fund management to add fund management functioanlity in Campaign.
please help to do this.
thanks in advance.
regards,
dur

Hi Shruti and Anup,
Thanks for giving focus to my question. i have maintained the cateogory Campaign in SPRO and also language is EN in description.but i am creating a new campign type for marketing plan it is available in drop down box. and i also want fund and id available in general dat area in either campaign or marketing plan.How can i achieve it?
thanks
dur

Importence of B2B field in campaign execution

HI,
what is the importence of B2B field in campaign execution and which tab page we will find this
points will reward
Thanks&regards
kishore kumar

Hi Kishore,
B2B field is located on the Segments tab page of a Marketing Planner. While providing the description of the target group in the Segments tab, you can select this field. This B2B indicator find Organizations for Contact Persons. This indicator controls whether the system finds organizations that are connected to persons in the target group with the relationship type 'contact person'. If you select this indicator, the persons are not contacted using their private address data in the customer master record, but using the address data entered for the relationship between person and organization. This is known as a B2B scenario. For all organizations found, the system generates an activity or an interaction object with the person as contact person. This person is then contacted x number of times, where x equals the number of organizations found. Every contact to another business partner (of type organization) is thus recorded as an activity or interaction object.
Wish this was useful to you.
regards
Srikantan

When I try to enter target URLs in my campaign on Direct CPV and click save and continue, the target URLs don't go into my target box. Do I need to do something with the settings on Firefox?

When I enter target URLs into my Direct CPV campaign, they don't carry over to my target list when I click save and continue. Is there a setting on Firefox I need to change to fix this?

I only have the problem when trying to load targets into my Direct CPV campaign.

To the Suggestions Box: Dependent Picklists in Campaign Canvas

I understand that currently dependent picklists don't exist within Campaign Canvas. This would be a great feature to have and would allow us entering accurate and consistent data.

Try disabling graphics hardware acceleration.You might need to restart Firefox in order for this to take effect.
hen perform these steps:
Click the orange Firefox button at the top left, then select the "Options" button, or, if there is no Firefox button at the top, go to Tools > Options.
In the Firefox options window click the Advanced tab, then select "General".
In the settings list, you should find the Use hardware acceleration when available checkbox. Uncheck this checkbox.
Now, restart Firefox and see if the problems persist.

Why am I getting ErrorCode: OperationNotSupported _Code: 204 When I am trying to get campaigns from sandbox account

Hi All,
Seasonal Greetings.
I am new one to bing ads . I am trying to get Campaigns from my sandbox account. The following is my code.
<?php
// To ensure that a cached WSDL is not being used,
// disable WSDL caching.
ini_set("soap.wsdl_cache_enabled", "0");
try
//$accountId = <youraccountid>; // Application-specific value.
$accountId = "8951263";
// Use either the sandbox or the production URI.
// This example is for the sandbox URI.
$URI =
"https://api.sandbox.bingads.microsoft.com/Api/Advertiser/v8/";
// The following commented-out line contains the production URI.
//$URI = "https://adcenterapi.microsoft.com/api/advertiser/v8/";
// The API namespace.
$xmlns = "https://adcenter.microsoft.com/v8";
// The proxy for the Campaign Management Web service.
$campaignProxy =
$URI . "CampaignManagement/CampaignManagementService.svc?wsdl";
// The name of the service operation that will be called.
$action = "GetCampaignsByAccountId";
// The user name, password, and developer token are
// expected to be passed in as command-line
// arguments.
// $argv[0] is the PHP file name.
// $argv[1] is the user name.
// $argv[2] is the password.
// $argv[3] is the developer token.
if ($argc !=4)
printf("Usage:\n");
printf(
"php file.php username password devtoken\n");
exit(0);
$username = $argv[1];
$password = $argv[2];
$developerToken = $argv[3];
$applicationToken = "";
// Create the SOAP headers.
$headerApplicationToken =
new SoapHeader
$xmlns,
'ApplicationToken',
$applicationToken,
false
$headerDeveloperToken =
new SoapHeader
$xmlns,
'DeveloperToken',
$developerToken,
false
$headerUserName =
new SoapHeader
$xmlns,
'UserName',
$username,
false
$headerPassword =
new SoapHeader
$xmlns,
'Password',
$password,
false
$headerCustomerAccountId =
new SoapHeader
$xmlns,
'CustomerAccountId',
$accountId,
false
// Create the SOAP input header array.
$inputHeaders = array
$headerApplicationToken,
$headerDeveloperToken,
$headerUserName,
$headerPassword,
$headerCustomerAccountId
// Create the SOAP client.
$opts = array('trace' => true);
$client = new SOAPClient($campaignProxy, $opts);
// Specify the parameters for the SOAP call.
$params = array
'AccountId' => $accountId,
// Execute the SOAP call.
$result = $client->__soapCall
$action,
array( $action.'Request' => $params ),
null,
$inputHeaders,
$outputHeaders
print "Successful $action call.\n";
print "TrackingId output from response header: "
. $outputHeaders['TrackingId']
. ".\n";
// Insert a blank line to separate the text that follows.
print "\n";
// Retrieve the campaigns.
if (isset(
$result->Campaigns
if (is_array($result->Campaigns->Campaign))
// An array of campaigns has been returned.
$obj = $result->Campaigns->Campaign;
else
// A single campaign has been returned.
$obj = $result->Campaigns;
// Display the campaigns.
foreach ($obj as $campaign)
print "Name : " . $campaign->Name . "\n";
print "Description : " . $campaign->Description . "\n";
print "MonthlyBudget : " . $campaign->MonthlyBudget . "\n";
print "BudgetType : " . $campaign->BudgetType . "\n";
print "\n";
catch (Exception $e)
print "$action failed.\n";
if (isset($e->detail->ApiFaultDetail))
print "ApiFaultDetail exception encountered\n";
print "Tracking ID: " .
$e->detail->ApiFaultDetail->TrackingId . "\n";
// Process any operation errors.
if (isset(
$e->detail->ApiFaultDetail->OperationErrors->OperationError
if (is_array(
$e->detail->ApiFaultDetail->OperationErrors->OperationError
// An array of operation errors has been returned.
$obj = $e->detail->ApiFaultDetail->OperationErrors->OperationError;
else
// A single operation error has been returned.
$obj = $e->detail->ApiFaultDetail->OperationErrors;
foreach ($obj as $operationError)
print "Operation error encountered:\n";
print "\tMessage: ". $operationError->Message . "\n";
print "\tDetails: ". $operationError->Details . "\n";
print "\tErrorCode: ". $operationError->ErrorCode . "\n";
print "\tCode: ". $operationError->Code . "\n";
// Process any batch errors.
if (isset(
$e->detail->ApiFaultDetail->BatchErrors->BatchError
if (is_array(
$e->detail->ApiFaultDetail->BatchErrors->BatchError
// An array of batch errors has been returned.
$obj = $e->detail->ApiFaultDetail->BatchErrors->BatchError;
else
// A single batch error has been returned.
$obj = $e->detail->ApiFaultDetail->BatchErrors;
foreach ($obj as $batchError)
print "Batch error encountered for array index " . $batchError->Index . ".\n";
print "\tMessage: ". $batchError->Message . "\n";
print "\tDetails: ". $batchError->Details . "\n";
print "\tErrorCode: ". $batchError->ErrorCode . "\n";
print "\tCode: ". $batchError->Code . "\n";
if (isset($e->detail->AdApiFaultDetail))
print "AdApiFaultDetail exception encountered\n";
print "Tracking ID: " .
$e->detail->AdApiFaultDetail->TrackingId . "\n";
// Process any operation errors.
if (isset(
$e->detail->AdApiFaultDetail->Errors
if (is_array(
$e->detail->AdApiFaultDetail->Errors
// An array of errors has been returned.
$obj = $e->detail->AdApiFaultDetail->Errors;
else
// A single error has been returned.
$obj = $e->detail->AdApiFaultDetail->Errors;
foreach ($obj as $Error)
print "Error encountered:\n";
print "\tMessage: ". $Error->Message . "\n";
print "\tDetail: ". $Error->Detail . "\n";
print "\tErrorCode: ". $Error->ErrorCode . "\n";
print "\tCode: ". $Error->Code . "\n";
// Display the fault code and the fault string.
print $e->faultcode . " " . $e->faultstring . ".\n";
// Output the last request.
print "Last SOAP request:\n";
print $client->__getLastRequest() . "\n";
?>
http://msdn.microsoft.com/en-us/library/bing-ads-campaign-management-php-samples-get-campaigns(v=msads.80).aspx
But I am getting responce
GetCampaignsByAccountId failed.
ApiFaultDetail exception encountered
Tracking ID: efa654c5-b112-4e96-8c3d-79bac7e70112
Operation error encountered:
Message: This operation is not supported.
Details:
ErrorCode: OperationNotSupported
Code: 204
s:Server Invalid client data. Check the SOAP fault details for more information.
Last SOAP request:
<?xml version="1.0" encoding="UTF-8"?>
<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="https://adcenter.microsoft.com/v8"><SOAP-ENV:Header><ns1:ApplicationToken></ns1:ApplicationToken><ns1:DeveloperToken>BBD37VB98</ns1:DeveloperToken><ns1:UserName>-XXXXXX-</ns1:UserName><ns1:Password>-XXXXX-</ns1:Password><ns1:CustomerAccountId>8951263</ns1:CustomerAccountId></SOAP-ENV:Header><SOAP-ENV:Body><ns1:GetCampaignsByAccountIdRequest><ns1:AccountId>8951263</ns1:AccountId></ns1:GetCampaignsByAccountIdRequest></SOAP-ENV:Body></SOAP-ENV:Envelope>
Please Help me to get out of this .
Thank you in advance.
Deepa Varma

Hello Nalin,
Thank you for the reply . Now I am using
$campaignProxy ="https://api.sandbox.bingads.microsoft.com/Api/Advertiser/CampaignManagement/v9/CampaignManagementService.svc?wsdl" ;
// The API namespace.
$xmlns = "https://adcenter.microsoft.com/v9";
$xmlns = "https://bingads.microsoft.com/AdIntelligence/v9";
But I am getting
GetCampaignsByAccountId failed.
AdApiFaultDetail exception encountered
Tracking ID: ca31d743-7b7b-4479-8082-44997d60d549
Error encountered:
Message: Authentication failed. Either supplied credentials are invalid or the account is inactive
Detail:
ErrorCode: InvalidCredentials
Code: 105
s:Server Invalid client data. Check the SOAP fault details for more information.
Last SOAP request:
<?xml version="1.0" encoding="UTF-8"?>
<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="https://bingads.microsoft.com/CampaignManagement/v9" xmlns:ns2="https://adcenter.microsoft.com/v8"><SOAP-ENV:Header><ns2:ApplicationToken></ns2:ApplicationToken><ns2:DeveloperToken>BBD37VB98</ns2:DeveloperToken><ns2:UserName>vbridgellp</ns2:UserName><ns2:Password>XXXX</ns2:Password><ns2:CustomerAccountId>8951263</ns2:CustomerAccountId></SOAP-ENV:Header><SOAP-ENV:Body><ns1:GetCampaignsByAccountIdRequest><ns1:AccountId>8951263</ns1:AccountId></ns1:GetCampaignsByAccountIdRequest></SOAP-ENV:Body></SOAP-ENV:Envelope>
I am able to login to sand box UI and see my campaigns. What may be reason for the error ?
Thank you in Advance.
Deepa Varma

Large campaigns - Most efficient way to handle - Not using EMOD

We're using CRMOD but not EMOD for our marketing campaigns. We are not using CRM for B2B but rather for B2C.
We have direct mail campaigns that we send to 200,000 of our contacts, eNewsletters send to about 800,000 contacts (using Interspire). We have not been doing this using CRM before.
I would like to know the best approach to:
1) Pull out these records from CRM (identify the contacts according to marketing targets) - the limit on the analytics would only allow me to extract that information if I enter criteria to segment my contacts in smaller chunks, e.g. by State / Province. The Segmentation Wizard could be used with smaller chunks less than 50,000. Any other methods available?
I used the Wizard for a test and got a segment with few records for which I updated CRM with Campaign Recipient record with status 'Sent'.
2) Sometimes when we hire a company to do our direct mail campaign, our addresses are being verified for change of address. The company we hire then sends back our file with updated addresses. How can we import just the change of address for let's say 35,000 records? In Admin / Data Import, importing addresses does not seem to be available
3) Import responses into CRM (I did some testing by entering campaign recipients and set the status to 'Message Opened' & Delivery Status to 'Opened' (both using Wizard segment update and also using the user interface) but when I try to pull the #s in Analytics (Campaign Response history) I see the following metric being populated:
- # Recipients
but not:
- # of responders
- # of Responses
- # of open responses
- Avg days to respond
My questions here are:
- How on earth do prep my data so that these fields populate? Are they strictly reserved for EMOD?
- What's the best approach to load 200,000 reponses back into CRM?
- Is such large volume for campaign recipients and responses going to impact our performance? If so, what approach would be recommended to improve that?
4) Are the # opt ins, opt outs, global opt ins and global opt outs only available for EMOD or can they be used if another marketing email system is used? If we can use, how can we best load into CRM for large numbers?
5) Documentation on Metrics is hard to find... Anyone can tell me what fields are involved in the Campaign Responses metrics and the criteria that would impact the metrics?
Thanks. I know that it is lots of questions but we are new at integrating our marketing campaign efforts into CRM and find that with large numbers, unless one knows the best approach to handle them, one can also impact the system performance greatly.
Nathalie

Afternoon,
1) I would create reports that have filters that segment into smaller chunks and extract them into csv format. Once you have this information into the contacts that you want to use then you can use the bulk data load process.
2) This information is available for reporting please make sure you you have given access to this information within the profile as well as the layout type is not read only.
3) this information is viewable within my reporting (Campaign Response History)
My questions here are:
- How on earth do prep my data so that these fields populate? Are they strictly reserved for EMOD?
-----Make the system auto create these values on creation.
- What's the best approach to load 200,000 responses back into CRM?
-----Web services
- Is such large volume for campaign recipients and responses going to impact our performance? If so, what approach would be recommended to improve that?
-----No this should have no impact at all.....
4) You would have to import the data from the other mail program to the CRM and EMOD, you could perform this through Data loads back into the CRM.
5)I believe i have read some of this information though help somewhere i would suggest looking around on help for EMOD.

Multiple Positions for One Employee (OrgChart Campaign)

I am trying to determine if the OrgChart campaign offering will meet the needs of my client. They have an interesting setup where they assign one employee to multiple positions (example: 50% to one position, 50% to another position, etc). I want to confirm that the OrgChart campaign offering will pick this up and reflect each position and its holder even if the holder is represented in another org unit attached to another position. I assume this is possible since it uses the O-S-P relationship search but since we have trouble with some of the standard SAP reports returning only one position I just wanted to check.
Thank you!

Hi there,
Before I start you may wish to use TVN OrgChart 2.1 which was recently released on Service Marketplace as it contains all the functionality of the Accelerated Campaign offering with a bit more functionality and some bug fixes from TVN2.0.
OrgChart's standard functionality in this area is to show a node (box) for each position. Where two or more people sit in the same position it shows a node for each of these employees.
In your scenario where a person sits in two positions within different orgunits, OrgChart will represent this as two nodes - one in each orgunit.
I hope that helps!
Luke

Report on Campaign-Recipients.

Hi,
Im trying to track the no of contacts who attended campaign,received the campaign invite & who declined/did not attend the campaign. Also from the no. of contacts who attended the campaign, how many actually got converted to leads.
Help required to build this kind of analysis.

Use Campaign Response history report to get your no contacts who responded/attended etc. For the 3 converted to Leads have a look at the out of the box reports as a few of those have that written into them already.
cheers
Alex

Email Campaigns

Hey Guys ... I have a client that wants to use campaigns and he had 2 questions I didn't have the answer to.
1) How do the campaign reports that show campaign clicks, opens and bounces work? Is that automatically built into the emails or is there something extra I need to add or is there something I need to configure on the server. I've sent some test campaigns to myself by they never update the statistics.
2) When a campaign is sent to a existing BP (user), is there an activity generated for that BP or some other flag? The client would like to see how many campaigns a customer has been sent and when. I assume the data is available in the database that links users to lists and lists to campaigns but if a user is removed from a list, that will remove him for any record of having being sent a campaign email.
Steve

1) Clicks: Links are rewritten on the send to track all information through the WebTools system before sending the customer on to where they want to go.
Opens: These are not always effective especially these days, there is a transparent 1x1 pixel that gets placed on the message sent that needs to be viewed and when that happens information is sent back to the WebTools system.
Bounces: You need to have a POP3 account set up to receive all the bounced messages back to, that email box is then scanned and filed into the appropiate accounts and reports.
2) A record is put into the ContactLog table with a LogType="email" if successfull or a LogType="error" if not successful, it will be xref'ed by CampaignID, UserID or ProspectID, and EmailAddress there is no xref to ContactList so removing from a list will not remove Log Entries. There is a UI to view this info under Logs on the User Screen.

Agent reporting for PCCE Outbound campaigns

Hi all,
I'm running through the out of the box reports to find the relevant report for outbound campaign at agent level.
a) Agent Historical All Fields
b) Agent Skill Group Historical All Fields
c) Agent Queue Interval
None of these report are showing any values for Completed Tasks (Handled, AHT, etc). Only the Agent State Times are shown
Using the same query from those reports and running it directly in SQL, the following fields are populated with values (CallsAnswered, AutoOutCalls, AutoOutCallsTime, PreviewCalls, PreviewCallsTime, ReserveCalls, ReserveCallsTime, etc)
Does that mean that is no out of the box reports for agent based outbound campaign and everything needs to be customized?
Thanks!
-JT-

looks like the call is failing while nagotiating the media at gateway.
could you please attach Dialer logs (i see only few snippets are posted) and Gateway sip traces completely?

B2B chseck box in campaign

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