Campaign Automation and KeyFigure Planning Guideliness

Hello Experts,
If any body have configuration documents on Campaign Automation, Key Figure Plannig please send to my ID: [email protected]
Thanks

Hi Koti,
Please read the CR 600 pdf document, it will give you fair idea about campaign automation and key figure planning.
for campaign automation, first create a campaign...under the campaign create No of campaign elements depending on your business requirement. when you click F5 button on the campaign screen or campaign automation button, it will take you to the campaign automation interface there you can assign the required workflows and condtions to the campaign elements then excute the campaign.
regards
Chandramohan
Reward points if it helps

Similar Messages

Campaign Automation and Execution

Hello All,
In our scenario, we are sending out e-mails during a campaign execution and we have defined a sender's address. But our recipient address for the Read receipts and any replies is different.
Also we have an LDAP server and an Exchange Server already in our company.
Any ideas?
Rgds
Priyanka

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

Assign partner determination procedure for campaign automation

Dear all,
could anyone help me how to set up Partner determination in CRM? I try to create campaign automation and when I want to release it I get this error message:
Diagnosis
Campaign 1: Parties involved have been assigned to this marketing project. However, there is no partner determination procedure assigned to type "Product Promotion" (Z002).
System Response
The partner determination procedure is determined from the type. If you select a type that does not have a partner determination procedure assigned to it in Customizing although parties involved are assigned to the marketing project, the assigned parties involved cannot be validated. You therefore need to choose a type with a partner determination procedure assigned if parties involved are assigned to the marketing project.
Afterwards I§m not allowed to save the campaign changes and to release the campaign.
Please, how can I assign the Partner determination procedure?
Thank you very much
Michal

Hi,
For setting up partner determination procedure for Campaign, goto transaction spro.
Choose CRM->Marketing ->Marketing Planning and Campaign Management
In here, please expand the node 'Partner Processing'. There is IMG documentation help available on how to set up PDP.
Hope this helps.
Thanks and Regards,
Nisha

Can anyone help with me on characterstics and Keyfigures in BPS Planning

Hi,
   How are you folks ?. I am seeking for help for characterstics and keyfigures for Inventory planning, production planning and for headcount planning. Can any one help me with the data.
   I would appreciate if anyone let me know on it.
                        Thank you.

hi
u hv standard planning cubes for all the planning applications u mentioned. u can activate business content and get it.
For production planning: The characteristics are Product, Division, Plant , Product Manager, Fiscyr, Fisper, Version, Value type & KF's Planned Qty, Average TCD, Noofdays etc.
Regards
Srin

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

Output file from ELM and from Campaign automation

Hi Experts,
Can some one let me know how to get an output file from ELM, and from campaign automation?
Thanks
Leela

Hello Uday,
i suppose if you run the program within a process chain it will be started
in a background process. All downloads via the SAPGUI onto your local
PC (or network drive) are not possible in the background because there is no
connection to your PC during the excecution of the report in the background.
Try to save the download on an accessible file system on the application server
and download it from there afterwards.
Which function module is used to download the data (GUI_DOWNLOAD or the older version WS_DOWNLOAD) in your report?
To save data on the application server use the ABAP statements
OPEN DATASET filename FOR OUTPUT    -> for creation of file
TRANSFER record TO filename                  -> for transfer of one record
CLOSE DATASET filename                        -> for closing the file
Regards,
Ralf Matthies

Workflows for campaign automation

Dear experts,
We are working on campaign automation in CRM 5.0
As per the business scenario we need to send the target group in a file to the third party.
We have created a start node and a campaign element.
Attached a target group and assigned workflow( Create target group and send to the channel) to the campaign element.The remaining details filled in.
Now when we start the campaign automation the message displays as "campaign started successfully" but we are unable to see output.
Do we need to activate workflows run campaign campaign ?
If it is so how activate workflows ?
Points willl be rewarded for the suitable solution.
Regards,
Madhu

Hi,
For setting up partner determination procedure for Campaign, goto transaction spro.
Choose CRM->Marketing ->Marketing Planning and Campaign Management
In here, please expand the node 'Partner Processing'. There is IMG documentation help available on how to set up PDP.
Hope this helps.
Thanks and Regards,
Nisha

Aaarrrgghh! Campaign Automation Frustration

Hi,
I have been trying to set up campaign automation using the BP guides.
I have reated an automated campaign. However when I try to release the campaign elements it says due to mandatory fields it cannot be saved.
I know which fields it is referring to because if I populate them the error messages go away.
HOWEVER, in SPRO I mave marked those fields as optional!
Those fields are planned start and end.
Also the BP guide states that for campaign automation those fields should not be populated.
Does anyone know how I can solve this incredibly frustrating problem?
Regards
David

Hi
Refer to the link below for the campaign automation process
http://help.sap.com/saphelp_crm50/helpdata/en/d1/da1e3e9cbfa20ae10000000a114084/frameset.htm
http://help.sap.com/bestpractices/crossindustry/crm/v240/BBLibrary/Documentation/C22_BB_ConfigGuide_EN_US.doc
Reward points if helpful
Dinaker vikas

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

Campaign Automation Responses

All I have configured campaign automation .
Scenario: To collect all survey responders to one target group and collect non-responders to different target group.
System Settings:
Configuration:
1.     Objective, tactics, campaign type, communication medium, transaction type for outgoing email, transaction types for incoming email, for incoming email transaction type defined Action profile, all workflow settings, marketing survey, attached survey URL to email form, created target group with email id
Settings:
1.     Created campaign
2.     Created campaign element1 with target group, communication medium (email), workflow u2013 send target group to channel
3.     Created rules u2013 survey responders to campaign element2, non-responders to campaign element3
4.     Created Campaign elemen2, attached empty target group, workflow- Add BP to Target Group
5.     Created campaign element 3, attached empty target group, workflow u2013 Add BP to Target Group
Problem:
1.     After executing the campaign, I can see the email with survey. When I save the survey, it prompts me to Outlook with To Email ID and also .ATT file.
2.     After the sending this email, in campaign element1, NUMBER OF RESPONSES ARE NOT GETTING UPDATED
3.     Also, target groups Campaign Element2 and Element3 are empty
What are the required settings for BAdI?
a.     BAdI: Campaign Determination
b.     BAdI: PAI Processing of Survey Data in Campaign Automation
Please let me know

Hi,
You dont need BAdi implemention for your scenario. SAP standard provides this functionality.
Now, sice you are facing the problem, check the below points:
1.) "Start for every respondent" should be checked.
2.) Check the URL in your mail form: You should insert the URL with option "tracking via Target Site" or "Intermediate site" based on
      your requirement. To know the differenc between these two tracking option, check the documentation for Hyperlink in
      Personalized Mail under Marketing scenario.
3.) Last but not least, check your condition. Make sure you have selected the correct question and answer in the decission node.
If these three are correct, your requirement will be met. You do not need any BAdi implementation for this requirement.
BR, Sathish R

Campaign automation - How to create correct flow?

Hi Experts,
I am trying to understand how campaign automation is working. So fare autostudy works fine.
I did some tests in client 100 with the follwing structure: Campaign (without channel) and two campaign elementes: 1) email with survey X (channel is email with activity), 2) generation of Lead (channel is the lead).
In the campaign modelling screen, I connected campaign with the first campaign element.
1. campaign elemente has a target group, the workflow assigne is "send target group to channel".
I created a decision note for survey, with one rule that is: for everybody that answers survey X conect with 2. campaign element.
2. campaign has marked flag "Start for every respondent", workflow is "Transfer responder to channel".
This works fine in client 100.
But in cliente 200, I get the error "No channel has been entered for the campaign/campaign element".
When I enter target group and channel to campaign in client 200 I am able to start the campaign.
Now I am confused: What is the correct prosses? Use campaign elements with channel data and leave these fiels in blank in campaign?
Or is the neccessary to enter target group and channel data to campaign?? This seems weired to me.
Thanks and best regards,
Cristina

Hello Cristina,
As far I know, each campaign element is campaign itself.
So each campaign or campaign element can have TG and channel assigned to it depending on the business scenario.
With respect to campaign automation , the cannel assigned to the campaign corresponds to the channel on which you would be running this automation.
Hope this helps!
Best Regards,
Shanthala Kudva.

Campaign Automation - marketing lead update

Hi experts,
we need to make automatic the execution of the 2 following steps:
1 - target group creation
2 - update of standard/custom field of Leads through BAPI (lead update)
Is "Campaign Automation" the right tool to do that?
What are the issues I can find trying to actuvate an interface of lead update?
Thanks

Dear Emanuele,
Campaign automation can definitely support the first point... but I'm not clear on what you are trying to achieve with point #2.
Can you please provide additional details on the process you are looking to support and what you are trying to achieve in that second point (lead update). i.e. where is the lead update data coming from?
Thanks!
Anik
SAP CRM Marketing Moderator

Campaign Automation – Periodic Campaign. How does it work properly?

Hey guys,
I would like to start a period campaign (once per week over 52 weeks). Depending on the survey answers I get back from business partners, I would like to create weekly new target groups (where I want to collect the business partners in 3 groups: partners who answered yes, partners who answered no and partners who did not react to the survey), a new telephone list (with communication channel u201CFile Exportu201D  for partner who answered no) and u201CThank-youu201D (for partner who answered yes)-as well as u201CReminderu201D(for partner who did not react at all)-emails.
Unfortunately the realization does not work as I hoped. After my second period started only the survey email will be send out again, but the target groups are not getting updated anymore and the jobs (after the business partners send back their answers) do not get triggered so no new target groups, telephone lists or emails are getting generated after the first period.
Here my questions:
u2022     Why does, after my second period started (automatically), only the send out of the survey email works but no connection jobs get triggered after the answer are coming into the system, as sending out the u201EThank-Youu201C Mail, update of target groups or generation of the telephone list? Which of my setting could be wrong? How does the set-up of the campaign automation need to look like so that this will work?
u2022     To my knowledge, generated target groups from the first period need to be emptied again automatically (or at least be set back to the old condition) before the second (third, fourth, fifth etc.) period starts, so that this one can be executed correctly (e.g. partners who answered yes in the second period can be collected correctly this time without getting mixed up with partners who said yes in the first period). How can this be accomplished? Is there a Badi for this? Anything else?
u2022     In case there is really a way, that I can set target groups to the u201Coldu201D condition, where can I see e.g. the generated telephone lists or target groups from previous periods? Where does information like this get saved? In the campaign automation itself only the last information can be found and old information probably get overridden with the next periods information so where do I find the information from previous periods? Because I am pretty sure that you would like to be able to control who e.g. did not react to the campaign six periods before or which business partners said yes 10 periods before.
It would be awesome if anyone could give me some answers or information where I might get answers to that problem or how I need to set up my campaign so that my requirements can get implemented.
Thank you very much in advance!
Janine
Edited by: Janine P. on Nov 24, 2011 11:05 AM

Hi Sapan,
this is what SAP answered me:
"As per my understanding, this requirement could work, but this might
cause Human errors, thus creating issues for your functionality.
Ideally, the Periodic campaigns are meant for multiwaves itself, but
the Target Group is the same in all the waves. However, if you wish to
change the Target Group during the Campaign Period, then this could
cause manual errors, thus leading to disruption of the normal flow and
thus the Campaign itself.
Also, since the process would anyway involve manual intervention for
changing the Target Group, you could also Copy the already existing
Periodic Campaign and create a new one having the newly created Target
Group.It would take hardly 5 min extra and the naming conventions would
help you in maintainence or reporting at a later stage as well.
For Example:
1st week : Periodic_Campaign_1 and Target_Group_1
2nd week : Periodic_Campaign_2 and Target_Group_2
52nd week : Periodic_Campaign_52 and Target_Group_52
Therefore, I would suggest you to go ahead with this approach.
However, if you still wish to try out the single Campaign for the full
year(52 weeks), I would suggest you to try out an example campaign with
the below inputs:
1. Create the Marketing Attribute questions and assign them to the BP's.
2. Create a Profile which holds these Marketing Attributes.
3. In the Periodic Campaign, use the Workflow 'Create TG and Channel
Transfer'. This would create the Target Group using this profile and
also send mails to this Target Group.
4. Make changes to the Profile parameters during the campaign sleep
period(after the 1st execution is over and before the 2nd execution,
and so on)
You can test for Period type 'hours'/'days' using such a campaign and
test if it works correctly as per your requirement. "
Hope this helps.
Kind regards,
Janine

I am so disgusted with Verizon CS. Six hours over two days on the phone to upgade a phone and my plan. More to come, but I have names, and even a direct phone number to a "supervisor". I'll be posting more... The incompetence of EVERYONE (which is alm

I'll be posting all the details of this tomorrow.

So, I'm back, the OP.
As briefly as i can:
Two phone family, currently one smart, one dumb phone. The dumb is eligible for upgrade.
Call into V and spoke with "Anthony" to get info on what plan(s) I might consider as I upgrade the dump to a new iPhone 6. Currently an old "grandfathered in" Nationwide 700 plan. This was Friday Sept 19. Get some info, which I assumed to be correct, including the fact, his words not mine, that the "upgrade (device) fee" can be negotiable.
Before I had any first hand knowledge, I assumed that I'd better get a "second opinion" so I drove over to my local Verizon (corporate) store. Well, I got a different story, including the percentage of my employee discount on service, my employer gives a 20% discount and has for years, I have my current statement / bill in my hand. But no.... Verizon guy says that is wrong, its only 18%. I ask him about upgrade fee being negotiable. He says no, never. So what had I learned? That V guy on the phone from Friday was either lying or just ignorant.
Soooooo.... now its Tuesday, Sept 23. The "BIG" day, day of 3 hours 50 minutes on the phone with SEVEN different V people, all of them telling me something different about what plan(s) I'm eligible for, your employee discount is 17, no 18, no 20 percent. Yes we can negotiate an upgrade fee, no we can't... At one point, now a couple hrs into it I say I've had enough, I want to talk to a supervisor. "I'm sorry sir, supers can't come to the phone" WHAT? Well later, once I did speak to a first level supervisor and then a second level I of course found out that was wrong - more lies / misinformation? The supervisor took the name of that V CS rep and looked at my every growing call log and said that he would speak to the CS rep.
So, nearing the 3 hrs mark into my attempt to find out about plans and buy an upgraded phone for my plan I reach "Brian". I have his direct number. Apparently he is something more important that the past 6 people I've spoken to over the past thee hrs. I tell him: "EVERY SINGLE PERSON I've spoken to so far has told me something different, and or contradicted what the last person I've spoken to has said!!!!!" Yes you can have 2 single line plans, no you can't, to get this plan your upgrading device has to be on the "Edge" plan, no it doesn't, your employers discount applies to the bottom line, no it doesn't, only to the data, and on, and on, and on.
Sooooooo I tell Brian, "here's how its going to go... YOU are going to wave the upgrade fee. I don't care where the money comes from, V or right out of your pocket. I've been on the phone for now closing in on FOUR HOURS...."
Sooooo he agrees. I laugh and tell him, "You know, it has nothing to do with the money, not its all about screwing V as much as I can, and wasting yours and V's time."
He says, order your phone and plan this week and I'll call you Friday (today Sept 26) and then credit your account the fee.
Soooo yesterday (Sept 25) I call in to do just that, order the phone and plan, WHICH I was told really the only plan that would suit you would be a More Everything Plan. So, ok that's that.
I speak to a CS / Sales rep. I buy the phone and then we go on to the plan. I tell the rep THIS WHOLE LONG STORY, and it looks like we are heading towards the More Everything, BUT she says to me, "you know, you could do that Single Line plan for BOTH of your phones?" I say "WHAT????" I was told by two reps NO, and two reps "Well.... maybe". This plan gets me everything I want AND saves me $10 a mo.
Sooooo we go for that, BUT.... I can't change my plan (from current Nation Wide 700) to 2 two single line plans until I activate my new phone (which will be 4 weeks until I get it - iPhone 6), SOOOOO once it arrives I HAVE TO CALL BACK TO V and switch - how much fun will that be??? MORE time (hours?) with V.
So we agree.... The rep says I just have to transfer you to our automated system where you'll agree to terms and conditions.. Fine. Up comes the computer voice... and.... it says "hello.... you are upgrading your device (123) 555-1234 (it gives a real number), press 1 if this is correct." WHAT???? That is NOT the phone number of my device ***? The auto system gives me the option to press another number to "enter a different number", so I do, AND...... The call disconnects.
Now... If I could track down ANY ONE OF THE PAST 8 PEOPLE I'D SPOKEN TO OVER THE PAST TWO DAYS, YOU'D BE READING ABOUT ME - "Upset customer KILLS everyone at V". I AM SO ******* ****** OFF AT V... I'm now into 2 hrs today, plus the nearly 4 hrs the other day on the phone.
Soooooo.... I call back, have to tell the story again, this time to "Nick" in N.Y. Nick says just go on line to your account, you can accept the terms there. Well, what do you know.... It works, amazing.
But.... Nick says great and reads back the info on the phone I bought and says "...and I see you are on the More Everything Plan..." WHAT, STOP, STOP, STOP. I tell Nick, "Nope, I am not, I never agreed to that, I'm waiting, keeping my old plan for 4 weeks until I get the new phone, THEN I'm to call back (oh joy) to V and upgrade my plan"
Nick say's well you have the More Everything plan, and it is costing you $10 more a month, BUT I can't un-do it because there is a purchase (my phone) in progress... I am not BEYOND MAD. We are now at SIX HOURS TOTAL TIME ON THE ******* PHONE OVER TWO DAYS.
I ask to speak to Nick's supervisor. Melanie comes on the line. I, weather she wants to hear it or not, TELL HER THE ENTIRE STORY, that when (and GOD help him if he doesn't) Brian, the top end supervisor calls on Friday (today) to check on my experience buying the phone / upgrading the plan AND to credit my account the upgrade fee, I'm going to have to tell him about EVERYTHING THAT'S HAPPENED TODAY and about the TWO MORE HOURS ON THE PHONE. Melanie says, yes you do now have a More Everything... All I can do sir is apply a credit back to your account for the difference in cost between your old (what was my current) and the new More Everything (the plan I NEVER agreed to be on).
So, that is where we are as of now, Friday Sept 26 AM. "Brain" said he'd be calling by noon-ish Pacific time. I've got his direct number, and If I don't here from him by noon, his phone will be ringing off the hook very 30 seconds until he picks up.
My experience to simply upgrade one of the two phones on my plan and the plan itself HAS BEEN A NIGHTMARE. VERIZON is sooo SCREWED UP. NO TWO PEOPLE KNOW THE SAME INFO, and the INEPTITUDE displayed is sickening.

Unable to collect Non Respondants in campaign automation

Hi All
In campaign Automation we have a requirement to send and Email and Direct mail in Wave 1 and then send a reminder email2 and call1 to non respondants. We do not have a survey in our requirement. Could you please tell me what rules should be defined to collect Non Respondants.The campaign execution is started but not flowing to the next wave. I have used without condition rule for Non Respondants but still not triggering. Should I do any Badi Enhancement for defining rules in this scenario?
Regards
Ramya

Hi,
1.) If you dont have a survey in campaign, you cannot collect response from the BP. So, there is no way you can find out
whether a BP has resposnded or not.
2.) One scrap solution could be send a reminder mail to all the BPs again. You can schedule a new campaign element with start
date as a future date.
There is a tricky way of doing it. It might need lot of Workflow knowledge.
Create a new workflow, which reads the infromation from the table CRMD_IM_ML_ITEM, with the information from CGPL_PROJECT and CRMD_IM_ML_HEAD tables. If sum_access or sum_replied is incremented, the BP has read the mail. You have to then refer the "CREATE TARGET GROUP" workflow to create a new target group for those BP. Those are the BPs who have responded. The remaining are the TG who did not responded. You can send a mail to these BPs.
To achieve this, your mail should atleast have a tracking URL. Refer Personalized Mail Forms documentation in Marketing to know how to add a tracking URL in a mail form.
To remind you, the above mentioned work flow creation will be a tedious job. If you can accomplish it, you will be able to achive what you wanted.
BR, Sathish R

Campaign Automation and KeyFigure Planning Guideliness

Similar Messages

Maybe you are looking for