Communication medium creation in Campaign execution

Dear experts,
Please guide me how to create communication medium while executing the campaign.
I had errors in communication medium and template while executing the campaign.
Awaiting the response at the earliest of possible.
Thanks in advance,..
Regards,
Ramesh Mudhigiri.

Hello,
depending on the communication medium selected system builds the screen configuration for the communication channel screen. If you select any communication medium that creates any business activity / lead / sales order the related template fields get enabled so you can use a activity template / lead template / sales order template for the business transaction creation.
In case of the open channel communication medium system is not sure which fields are required in the open channel context all those fields are shown independently from the configuration.
The same is hardcoded and determined in the following calls:
119 METHOD CREATE_VISIBLE_ATTR_LIST CL_MKTPRJ_COMMCHNL_UTIL
118 METHOD CREATE_NEW_CONFIGURATION CL_MKTPRJ_COMMCHNL_UTIL
However you can use BAdI CRM_MKTPL_UIU_MODIFY_COMM_CHNL to modify the determined configuration according to your requirements. Using the BAdI you can add / delete fields from the configuration that are not required in the open channel conext.
Please find further information in the following note:
1454944 Modify channel attributes via BAdI
The BAdI should be available in your system however I hope this helps to understand the behaviour.
best regards,
Johannes

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Hi All,
When you assign the communication method to the communication medium in Campaign Execution there is a drop down list box where you have the choice between these communication methods :
1 BP Controlled
2 telephone
3 Internet Mail
5 Fax
6 SMS
7 Generate Contact (visit)
8 Open Channel
9 Lead
10 File Export
11 Sales Order
The communication method "letter" is not listed : do you know how to add it ?
Thank you and best regards

Hi Thomas,
They're values from domain CRM_MKTPL_COM_METHOD. You can check them in t-code SE11.
Kind regards,
Garcia

Automatic Activity Creation during the Campaign Execution

Hi Experts,
I have the following requirement.
If I run a campaign then a corresponding activity should be created in the CRM system.
Ex; If a mail Invitation to a Tradeshow is sent to 10 customers then 10 Activities should be created for each of the 10 Customers.
Does anyone know how to achieve this.
We are using SAP CRM 2007
Cheers,
Arun

Hi,
First create Activity Template for activity.
Under communication medium define followings:
Communication Medium: ZXXX - Email/Activities
Communication Methods and Transaction Types
Priority 7 - () Generate Contact - assign Transaction type (Activity Template)
Define Communication Methods for BP-Determined
3 Internet Mail (SMTP)
7 Generate Contact - assign Transaction type (Activity Template)
During Campaign creation under Channel you need to fill 'Email Form' assignment
also fill Activity template.
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Config - Campaign Communication Medium

Hi guys,
Hope you can help me out.
I tried customizing the following:
IMG->CRM->Marketing->Marketing Execution-> Define Communication Medium
I deleted the following line under Communication Methods and Transaction Types for Email (code 002):
1 3 Internet mail (SMTP) 0005 INT E-Mail
Then I inserted a new entry under Define Communication Methods for BP-Determined:
3 Internet mail (SMTP) 0005
Against my Contact Persons Relationship Data I set Communication Medium to LET Post (letter).
I then run an email campaign against a target group with my 1 BP. When I sent the TG to Channel I got the following error:
"Customizing settings for communication media not maintained"
Any ideas why I'm receiving this error? It only appears when I remove the line under Communication Methods and Transaction Types.
Any help would be greatly appreciated.
Many Thanks,
Philip Johannesen

Thank very much, we applied the note and resolve the problem.
Regards.

Campaign execution for parallel communication medias

Hi,
From a campaing I want to create orders and in parallell send e-mails. In the img activity I have created a communication medium which consists of a communication method for creating order and one for creating e-mail, but only the method with the higest priority is started and it is not allowed to have to methods with the same priority. Some ideas??
regards Camilla

Hi Camilla,
Kindly try using one communication medium having 'Communication method = Imternet mail', and use
'Transaction type = Sales order' (by selecting appropriate type from F4 help).
This will allow two process to be set on same priority.
Hope this helps.
Regards,
Anup

Attribute List Creation : campaign vs campaign execution

Hi all,
When creating an attribute list in GUI, what do the usage IDs "campaign" and "campaign execution" mean ?
What do they enable or condition ?
Thanks in advance,
Eli

Hi Eli,
There are several usage categories defined in the system, the most important ones are "Campaign Execution" and "High Volume Segmentation". The term "campaign" means that the target groups are built using the low volume segmentation engine to be executed in a campaign. You can define usages for each usage category in the system. The usage category defines for what purpose the segmentation element is used and with the usage you can define authorizations on the element.
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If you want to use the high volume segmentation engine, you will have to use usages of usage category High Volume Segmentation or High Volume Segmentation (BW). The latter one is available with CRM 7.0 EhP2.
hope that helps
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Open Channel in Campaign execution

dear experts,
i want to used the open channel in campagin execution for sending message to the other system. basicly it will generate the xml file in the server.
in order to do that, i made a badi implementation of CRM_MKT_EXP_CAMP_DAT and made some code in its method EXPORT_CAMPAIGN_DATA.
beside that i also add a new communication channel in campaign execution.
and for the form, i made a form with general usage and plain text type.
i test the badi in campaign by selecting 'Target Group to Channel' in the menus after select the target segment.
in the testing, i faced an error and if i trace the error using tx SLG1 there is 2 messages found, that is:
1. <number> partners in the target group is not contacted
2. error determining call times for open channel for target group
is there any clue why i face this error ?
is there any documentation for implementing the open channel in campaign ?
please help
many thanks in advance
eddhie

Hi.
Go to SPRO: CRM > Marketing > Marketing Planning and Campaign Management > Campaign Execution > Define Communication Medium
Here if you are on CRM 7.0 release you already have a communication medium of example: ACTV, that generates documents of type 0010.
You must create your own communication medium, with communication method "Generate contact" and indicate which transaction type should be generated. In your case, set here your visit document type.
Then you create a campaign for this communication method, assign a target group and execute campaign.
After job execution if you check the last documents created on CRMD_ORDERADM_H table, you will see the generated visits.
Regards.
Susana Messias

Campaign execution not send emails for contact persons

Hi All!
I'm facing a problem with Campaigns (communication medium - E-mail): Those are the steps i'm following:
1.Start the campaign, and on the "campaign: Schedule job" screen, i choose "immediately". If i look at the campaign details after scheduled the job, the status is now "job started".
2. To check wich mails were sent, I also had a look at the business partner account that belongs to the target group used. On the "Interaction History" block, there is a line: "Outgoing Email" - on the details of this outgoing email I can see the "To" (Receivers). And here, I have emails from the business Partner contact persons and from the business partner itself (the email that is on the header level of the business partner account, on the "main address and communication data" area). So far so good. That's exactly what i need but,
3. If i go to the tcode, i only have a send request for the business partner itself and none for his contact persons (although those emails are on the "To" line for the interaction history).
I'm working on the Webclient UI, of the CRM 7.0
Does someone knows why the emails are not being sent also for the contact persons?
Thanks in advance.
Inê

I have achieved this by implementing the BADI : CRM_MKT_ADR_SEARCH
In this BADI's method : CHANGE_SEARCH_RESULTS you can modify the data which is being sent back to system for campaign execution.
NOTE: I am using Address Independent Communication Data of Business Partner
Below is my sample code for contact person email :
data: wa_bp_cp_channel type crmt_bp_cp_channel.
field-symbols: <fs_bp_cp_channel> type crmt_bp_cp_channel.
types: begin of ty_cp,
 partner type but000-partner,
 address type but000-addrcomm,
 end of ty_cp,
 begin of ty_bpcp,
 partner1 type but051-partner1,
 partner2 type but051-partner2,
 end of ty_bpcp.
data: it_cp type table of ty_cp,
 wa_cp type ty_cp.
data: it_bpcp type table of ty_bpcp,
 wa_bpcp type ty_bpcp.
data: it_bp type table of ty_cp,
 wa_bp type ty_cp.
read table ct_bp_cp_channel into wa_bp_cp_channel with key com_channel = '03'.
if sy-subrc = 0.
 select partner addrcomm
 from but000
 into table it_cp
 for all entries in ct_bp_cp_channel
 where
 partner = ct_bp_cp_channel-cp_number.
 select partner1 partner2
 from but051
 into table it_bpcp
 for all entries in ct_bp_cp_channel
 where
 partner1 = ct_bp_cp_channel-bp_number.
 if it_bpcp[] is not initial.
 select partner addrcomm
 from but000
 into table it_bp
 for all entries in it_bpcp
 where
 partner = it_bpcp-partner2.
 endif.
 sort it_cp by partner.
 sort it_bp by partner.
 sort it_bpcp by partner1.
 loop at ct_bp_cp_channel assigning <fs_bp_cp_channel> where com_channel = '03'.
 read table it_cp into wa_cp with key partner = <fs_bp_cp_channel>-cp_number binary search.
 if sy-subrc = 0.
 <fs_bp_cp_channel>-addrnumber = wa_cp-address.
 clear <fs_bp_cp_channel>-bp_number.
 clear <fs_bp_cp_channel>-bp_guid.
 else.
 read table it_bpcp into wa_bpcp with key partner1 = <fs_bp_cp_channel>-bp_number binary search.
 if sy-subrc = 0.
 read table it_bp into wa_bp with key partner = wa_bpcp-partner2 binary search.
 if sy-subrc = 0.
 <fs_bp_cp_channel>-addrnumber = wa_bp-address.
 clear <fs_bp_cp_channel>-bp_number.
 clear <fs_bp_cp_channel>-bp_guid.
 endif.
 endif.
 endif.
 endloop.
endif.

Activity Generation on Campaign Execution

Is there a way to create an activity for every business partner in a target group when the campaign is executed? For example, if we are sending an e-mail campaign to a target group of 10 people, I want to have an activity created for each of the 10 people stating that the campaign was sent to them.
Thanks!
Darcie

Hi Darcie ,
To generate activities for each member of the target group just assign a transaction to the communication medium.
Follow the steps below:
1. In the communication medium cutomizing (CRM->Marketing->Marketing Planning and Campaign Management-> Campaign Execution-> Define Communication Medium) you can assign the activity transaction for your communication medium at the second level.
2. If this communication medium is assigned to your campaign, Everytime an outbound mail is triggered by your campaign to a member of the target group an activity using the transaction type specified in the customizing is created.Hence if there are 10 members in your target group 10 activities will be created.
Regards,
Shalini Chauhan

Create tasks from campaign execution

Hi experts,
we have the requirement to create tasks through campaihn execution.
Unfortunately it seems that when customizing the communication channnel in spro the channel "create contacts" does not allow to create activities in form of tasks.
Is there another possibility to create tasks through campaign execution?
I think this not an unusual requirement, so I am wondering if you can help me with this issue.
Thanks a ton and kind regards
Hannes

Hi Hannes,
Did you try to overrule that via the BAdI Enhanced Creation of Business Transactions
you can find that BAdI in SPRO --> CRM --> Marketing --> Marketing Planning and Campaign Management --> Campaign Execution --> Business Add-Ins --> BAdI: Enhanced Creation of Business Transactions
there is a method called MODIFY_ACTIVITY_OBJ
This will be called during creation. Maybe you can overrule the transaction type and object type there.
KR,
Micha

Email not triggered in Campaign execution

Hi ,
I am facing issue in while triggering Email in Campaign scenario.
Executed below steps:
- Create Target Group having 3 number of BPs
- All BPs have correct data like Email address etc.
- Create Mail form and insert URL for Questionare Survey
- Execute Campaign with communication medium Email , Mentioned Mail Form ID.
- Campaign executed successfully.
Now when i do check in Job , it always display error message " Mail can not be sent to recipient , Invalid Mail ID"
I checked all configuration steps for SCOT settings and they are well in place.
All BPs in target group having correct mail id as well.
Pls let me know the reason for this error message.
Thanks
Mohit
Edited by: MOHIT GUPTA on Feb 23, 2012 8:22 AM
Edited by: MOHIT GUPTA on Feb 23, 2012 8:24 AM

Hi Mohit,
Some checks that might help you
1. Has the default domain been maintained? you can check that in SCOT -> Settings -> Default Domain. or a shortcut key = ctrlshiftF9
2. Check in transaction SICF, for the service name SAPConnect is the logon data correct? double click on the service name and go to tab Logon Data
Also, Are you using an email id, below the field Form for Email? If yes, please check if that is a valid Id and also, please try to give some other email id there.
Please let me know if the above entries are maintained correctly
Regards,
Harsh
Edited by: Harsh Singal on Mar 2, 2012 9:41 AM

File attachment during Campaign Execution

Hi Experts,
In WEBUI marketing we have a standard functionality as when we execute a campaign element the target group data like cutomer number, name e.t.c will be attached as a .CSV file(Excel) in Attachments assignment block based on the attributes described in mail form , when communication medium is FILE.In my scenario they are using communication medium 'open channel' instead of 'FILE' for which file will not be triggered.So they want us to attach file for 'Open channel' only.
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DATA: lr_qs                         TYPE REF TO cl_crm_bol_query_service,
        lr_bol_core                   type ref to cl_crm_bol_core,
        ls_cmbo_attr                  TYPE crmt_cmic_rfolder_attr,
        lr_entity_col                 TYPE REF TO if_bol_entity_col,
        lr_cmbo_entity                TYPE REF TO cl_crm_bol_entity,
        lr_document_entity            TYPE REF TO cl_crm_bol_entity,
        lv_length                     TYPE string,
        lv_content_type               TYPE string,
        iv_document                   type string,
        iv_content                    type xsTRING,
        lv_success      TYPE        crmt_boolean,
        lr_transaction TYPE REF TO if_bol_transaction_context,
        iv_campaign_guid              type CRM_MKTPL_GUID,
        iv_filename                   type string.
      iv_document = 'Hi. To test this'.
      iv_filename = 'TST.CSV'.
      iv_campaign_guid = is_task_info-guid.
lr_bol_core = cl_crm_bol_core=>get_instance( ).
lr_bol_core->start_up( 'ALL' ).
lr_qs = cl_crm_bol_query_service=>get_instance( 'CMBOLinkQuery' ).
ls_cmbo_attr-instid = iv_campaign_guid.
ls_cmbo_attr-typeid = 'BUS2010022'.
ls_cmbo_attr-catid = 'BO'.                                "#EC NOTEXT
lr_qs->set_properties( ls_cmbo_attr ).
lr_entity_col = lr_qs->get_query_result( ).
lr_cmbo_entity = lr_entity_col->get_current( ).
CHECK lr_cmbo_entity IS BOUND.
lr_document_entity = lr_cmbo_entity->create_related_entity( iv_relation_name = 'CMBODocumentRefRel' ).
CHECK lr_document_entity IS BOUND.
lr_document_entity->set_property_as_string( iv_attr_name = 'FILENAME'
                                              iv_value     = iv_filename ).
lv_content_type = 'text/plain;charset=utf-8'.
lr_document_entity->set_property_as_string( iv_attr_name = 'CONTENT_TYPE'
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lr_document_entity->set_property( iv_attr_name = 'CONTENT'
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lv_length = strlen( iv_document ).
lr_document_entity->set_property( iv_attr_name = 'FILE_SIZE'
                                    iv_value     = lv_length ).
lr_bol_core->modify( ).
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          lv_success = lr_transaction->save( ).
        CATCH cx_crm_bol_duplicate_save.
      ENDTRY.
      IF NOT lv_success IS INITIAL.
        lr_transaction->commit( ).
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But the file is not being attached.Could any body please help me where i went wrong.
Regards,
PavanT.

Hi Pavan,
I think you should get transaction from lr_entity_col.
Can you try like this ?
lr_transaction = lr_entity_col ->get_transaction( ).
Regards,
zafer,

Set default File Export Form for Communication Medium?

Hi,
Does anyone know whether it's possible to set a default File Export Form for Communication Medium.
For example, I created communication medium 'Direct Mailing'. Everytime when a user selects this communication medium in a Marketing Campaign, I would like the File Export Form 'Z_DIRECT_MAILING' to be selected automatically. Is this possible?
Regards,
Jeroen

@ Rienk - That isn't my issue, what I was looking for was to have the last setting I selected (either in Batch Export or in QT Movie Export) "Stick" so when I go to do the next set I don't have to re-select all of my settings.
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Communication medium and communication method

Hello,
Please someone please explain to me the difference between a communication medium and a communication method...
For example, the communication medium e- mail is the one that I choose in the channels tab on the marketing planner, how do the communication method I assign to this communication medium affect the procedure? and how do a transaction I assign to this communication method affect the procedure too.
thanks for you're replays
Iris

Hi Iris,
Each communication medium consists of one or more communication methods together with a priority that you assign to a communication method.
Example
You could create the communication medium Phone/E-mail/Fax. The description you use is down to you, but for ease of use, it makes sense to name the communication medium according to the communication methods it contains. The communication method defines the means by which business partners belonging to a target group are informed about the content of a campaign (by E-mail, mail, fax,...).

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
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it can be done both manually or automatically
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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
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just create target group for the every channel
same target group should be there ,then u can use the campaing elemsnts for ur purpose
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best regards
ashish

Communication medium creation in Campaign execution

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