How to logon to CRM survey as marketing contact?

Hi experts!
In SAP Help I found this statement:
....When the recipient enters this URL in a Web browser, a survey is displayed. The recipient completes the survey and sends it (by pressing the u2018Saveu2019 button) to the companyu2019s SAP CRM system. The system then uses the answers specified in the survey to determine appropriate additional marketing activities for the original recipient of the e-mail.
I would like to implement this.
My question is: How does a marketing contact (maybe one of ELM) access the survey? Does he/she need a user or internet user?
Could you please describe me the standard solution?
Thanks,
Cristina

I'm not sure if Raja and I are understanding your question the same way. But, we needed to send survey's to our ERP users and of course, they don't have a CRM login. So, we created an anonymous user for the crm_svy_server service.
Again, we're currently using CRM4, so settings might be different...we haven't got to this point yet in our CRM6 upgrade.
Be sure the anonymous user (SURVEY_USER) has authorizations to only complete a survey...set them up as a Service user, not Dialog. I had to have our Basis people do this for me, but it allows the user to submit the survey without having to log into the CRM system. Keep in mind, that this anonymous user must be set up very carefully to not allow access to more of your CRM system than you intend...this is the part of the setup I needed help with from our Basis folks.
ICF path: /default_host/sap/bc/bsp/sap/
ICF Object: crm_svy_server
The MIG tracking ID is what CRM reads and attaches the survey respons(es) to the proper contact person, not the anonymous system user.

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Hi experts:
In SAP Help I found this statement:
...When the recipient enters this URL in a Web browser, a survey is displayed. The recipient completes the survey and sends it (by pressing the u2018Saveu2019 button) to the companyu2019s SAP CRM system. The system then uses the answers specified in the survey to determine appropriate additional marketing activities for the original recipient of the e-mail. ...
I would like to implement this.
How exactly does the recipient send the survey to SAP CRM system? I know that PAI can create a document with survey in CRM. In this case the survey is linked to an email. I have never seen loose surveys (without document) in CRM.
Am I supposed to have an integracion with an contact of type email where the survey answers will be saved in case the marketing contact anwers the survey?
Hoping for your help.
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Cristina

Hello,
First of all, I am not sure in which scenario you are using. In my earlier reply, my answer was broad too since i am not aware of which scenario you are using.
Your survey attribute might be having PAI module attached which creates/changes a lead on checking the process mode. Process calls CRM_SVY_LEAD_PAI_CREATE to create a lead.If this is not successful, it will raise the message to stop.
Therefore, You should also check if you create a lead through crmd_order Is it created error free?
one more point is: You can not use Lead survey and Lead PAI/PBO for URL.Sending an url to a business partner is a Marketing scenario hence only marketing survey and PBO/PAI should be used.
Lead survey and it's PAI/PBO should be used only when you create lead in crmd_order transaction and want to determine the relevant survey during creation.
Do you want to create lead through campaign execution or want to use Campaign automation application for the same ?
If your scenario is to send an e-mail to a business partner and as soon as he replies to the response , for each reponse you want to generate a lead.
For above scenario, you have to model the scenario in campaign Automation application.
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Hi,
According to your description, my understanding is that you can’t redirect the html page in other domains within an iframe.
This error needs to set the X-Frame-Options hearer in the web.config of web application.
You can add the tag like below in the web.config:
<system.webServer>
<httpProtocol>
<customHeaders>
<add name="X-Frame-Options" value="Allow" />
</customHeaders>
</httpProtocol>
</system.webServer>
After updating the web.config, you will also need to restart IIS to fire the updates.
Here are some detailed articles for your reference:
https://developer.mozilla.org/en-US/docs/Web/HTTP/X-Frame-Options
https://technet.microsoft.com/en-us/library/cc732317(v=ws.10).aspx
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Jerry Guo
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Nicol,
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How to logon to CRM survey as marketing contact?

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