CAMPAIGN AUTOMATION

Hi All,
Can anyone please provide the step by step configuration for the campaign automation.
your help will be highly appreciated.
Regards
Sumit Srivastava

Hi Sumeet,
Please check the posts by Anees Biswas, Sarika & Priyank
http://scn.sap.com/community/crm/marketing/blog/2013/06/03/create-launch-a-campaign-using-a-newly-created-target-group
https://scn.sap.com/docs/DOC-24802
http://scn.sap.com/docs/DOC-36394
And go to 'Marketing' space in SCN and check for Blog posts and Documentation, you will get all the information you needed.
regards

Similar Messages

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

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

Survey response in campaign automation

Hi Experts,
I have set up a campaign automation scenario in CRM 7.0 but am not able to trigger next campaign element based on survey response. The campaign automation scenario is as below.
Campaign u2013 Campaign Element 1 -> Decision Node -> Campaign Element 2
u2022     Campaign element1 has a target group assigned. Workflow "Send target group to Channel" is selected. The Channel is set up to create Business activity.
u2022     Set up a standard u201CQuestionaireu201D rule in the decision node to send all those BP to u2018campaign element2u2019 who have responded u201CYesu201D to the survey.
u2022     In the u2018campaign element 2u2019 selected workflow u201Ctransfer Responder to Channelu201D and selected sales order in the communication medium.
When I u201CStart processu201D from campaign, it creates Business activity for u2018campaign element 1u2019. The survey is also created in business activity. But, when I update survey response within the activity, it does not trigger next campaign element.
I have even tried maintaining an empty target group in u2018campaign element 2u2019 and selected workflow as u201CAdd BP to target groupu201D. Even in this scenario, BP are not updated in the empty target group after responding to survey.
Any help will be appreciated.
Thanks

Hi Umesh,
When you send printed letter, the automation scenario is broken there.
Complete automation will work only if you are sending the campaign with E-mail and survey(trackable). Only these values can trigger the follow up steps (workflows).
If dont opt for the above mehod, you will have to creae campaigns for each step. You cannot have campaign automation. You can optimize the steps by choosing ELM to create mass Lead and TG at one shot. Later you can use this TG for next campaign.
Automation is not possible without trackkable URL.
BR, Sathish R

Change sender WF-BATCH in campaign automation

Hello.
Within Campaign Automation process the sender of the generated e-mails is always WF-BATCH.
It overwrites the settings from the campaign element where I specified a sender and an email address.
I tried to adjust the name with SU01 by filling in first name, last name, email, but the sender remains 'WF-BATCH'.
Is there a possibility to change the sender from 'WF-BATCH'
thanks a lot,
br MM

Hi Deepak,
I already did that customizing.
The problem was that in case of an campaign automation the workflow user 'wf-batch' is taken automatically as the sender. It takes the alias from su01 as sender, this alias has to be deleted and the name and first name has to be filled in su01.
thanks & regards
Michael

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

Thank you Email in Campaign Automation going out as attachment

We are executing a campaign automation process and sending out survey in the first campaign element. The customers who answer to the survey are sent out a thank you email automatically.
This thank you email is going out as an attachment with empty body instead of regular mail.
But when same mail form is sent out thourgh communication test directly through "Maintain Personal Forms" (without BPs ), it goes out fine .
Only When its send out in thank you email as a follow up step for someone who replies to the survey does this happen.
Please help

Hi Gregor
Thanks for your quick response.
Same thing happens even if i test it with a BP.
But late this evening i figured it out. Only for thank you email ( because this workflow is kicked off in response to survey answer) the only format that works with the email forms is following :
usage : Internet Mail (smtp)
Text type : Text or HTML
Every other combination corrupts thank you email.
thanks and best regards.
Mohanpreet

PAI Processing of Survey Data in Campaign Automation

Hi All,
Business Add-In (BAdI) IN CRM CRM_MKTCA_SVY_PAI
This Business Add-In (BAdI) allows customers to customize the inbound processing of surveys in connection with campaign automation according to their requirements.
To this end, the BAdI interface offers the static method PROCESS_SVY_PAI_FOR_CA, which is called in the function module CRM_MKTCA_SURVEY_MKT_PAI. You should assign this function module as a PAI interface to all marketing surveys that are used in connection with campaign automation.
My Question is: Could you pls let me know where exactly the above Function module ( CRM_MKTCA_SURVEY_MKT_PAI ) should be attached as PAI Interface to all marketing surveys ?

Hi,
Look at this thread will lead you to your answer.
Campaign Automation: Generating Activities from Survey responses
Regards,
Deepak

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

Re-execution of campaign Automation Not working

Hello
We are using Campaign Automation Process to execute Multi Wave
Campaigns with Campaign Elements.When i use the "Start Process" button
in the Campaign Automation Graphical Modeler to execute the Campaign, it
works fine for the first time.However if i again re-execute the Campaign
Process using "Start Process" button in the Campaign Automation Applet
modeler,re-execution fails and it says that the "Execution of Campaign XXXXXXX has already
started" and "Campaign was not started".Please note that i have re-triggered the execution process only after the First execution has been successfully done.
Is it not possible to re-execute the Campaign once it has been already
executed using Campaign Automation Process?May be i have missed some customizing steps.
We are using SAP CRM 7.0.Any help will be appreciated.
Thanks,
Abhishek

Hi, Abhishek!
Have you found the solution how to restart/re-execute the campaign?
Appreciate any help with this subject!

How To Activate Work flow Templates for Campaign Automation

Hi friends,
i created all settings for campaign Automation.when i click start process the system showing message like campaign has not started.i am not sure about weather work flows should activate for starting campaign automation.
can u please let me know how to activate work flows and what is the path to activate work flow templates for campaign automation
Thanks&regards
kishor kumar

Pls forward to me as well, facing the same problem unable to start Campaign Automation.

Campaign Automation not working in CRM 2007

Hi folks,
I created a Campaign in CRM 2007, saved it and when I click on Campaign Automation button, it just opens up a blank grey screen with an 'x" mark on top left. Can anybody tell me what could be going wrong. I am using IE 8.0 and the SAP GUI with patch level 17.
Thanks in advance for help!!
John

Hi Vivek,
Thanks for your response. Yes the note you provided solved my problem. Thank you.
Hey, I have a similar kind of issue while trying to create a Mail Form.
I search for a particular mail form, after finding it, I select and click on "copy" icon, then it gives me a pop-up where I give the new name and click on "copy" button. Now it takes me to a new Mail Form screen.
My issue is, on this New Mail Form screen when I click on "save" button, I get "error on page" at the left bottom task bar.
And if I try to do anything else on this page, the error is the same and no click works. As a result, I could not save the new Mail Form. Can you advise, what could be the reason for this IE error??
I updated java applets and using IE 8.0. Still the same.
Regards,
John

User status does not work for campaign automation

Hi,
We have 5 user status in our campaign. When we select the campaign automation option, the user status appears but when we try to change from a status to another (sample: Open to Planificado) the next error appears:
Diagnosis
System error: An invalid transaction ID was used to check whether or not a business transaction is allowed. Transaction %%%% does not exist.
System Response
You cannot carry out the requested function for object Campaign.
Procedure
Please contact your system administrator.
We include the option release in each user status and everything works fine, however, we require that release status (system estatus) only appears in the latest user status
I hope someone help me
Thanks,

The error was resolved by applying the following note 1513934 - transaction %%% does not exist

CAMPAIGN AUTOMATION

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