Marketing - Activity - Survey - Automation
Hi, in an usual scenario, an automation decision node is based on email survey link response.
But how can I implement this scenario?:
Campaign execution generates a mail and an activity ("call customer to ask for response"), 'employee responsible' receives and open activity. He founds the survey ("¿Are you interested on...?") defined (as Survey ID on campaign (tab channel)). Customer asks "Yes, I'm interested..". Decision node on campaign automation is triggered and a mail is sent to customer "as you tell us by phone, we send you...".
Thanks in advance.
Hello and thank you for your answer.
I know there is two "standard" ways to do what I'm looking for. Send a Mail with a survey link or generate a call list.
What we need here is someting more simple. We don't want to use call list functionality (can we use these transactions in mobile sales scenario?) and we know that user will not answer to a survey from a mail.
So we are trying to generate a 'sales agent' activity "call customer to ask for..".
There is no problem with activity generation, but we need to use something like what is done on "CRM_MKTCA_SVY_PAI" BAdI: link activity with marketing-survey, register BP answers and when 'sales agent' saves activity with 'completed' status activate next automations steps. Our first research was two find if something is done for this workflow, and that's the reason of my message post. If not, ¿how is the best way of doing it?
Regards.
Similar Messages
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Airmagnet Surveyor Active Survey
Hi Team, i had a problem with the active (associated) survey in a WLC Deployment. The Airmagnet did not Roam from one AP to another. Has anybody seen this Problem and possibly an Solution? Regards, Michael
I assume you are doing an active survey and associating with a particular SSID. AirMagnet won't roam from one AP to another until the signal strength drops to a very low level. If you want to associate with a particluar AP, then click on the drop down box below the Active radio button and select AP. Then go the the drop down list below the Passive radio button and select the AP you want to survey.
Version 4 does have a roaming option but you have to set criteria for when you want to flip from one AP to the next and this gets a little complicated until you have used it a lot. -
SAP CRM MObility Activity Survey to create Marketing Attributes for a BP
ATtrHi Gurus ,
I have to create an Activity from IPAD ( CRM Mobility ) which will create a survey response,and the survey responses have to be captured and then create Marketing Attributes for the BP related to the Activity. I am not able to use the Callback Function given to IPAD Application.
So my Approach so far has been :
implement a badi that gets trigerred at Survey Response submission.
in that call function module crm_svy_activity_pai.(Made a Z-copy of this to enforce COMMIT WORK )
I am not able to pass the parameter lr_values for FM: CRM_SVY_ACTIVITY_PAI
These are the 2 links that has been useful so far . Kindly add to this if possible.
Regds
OindrilaHi Jacques,
Once you click on Marketing in Web UI you will find "Marketing Attribute" in the Work Area.Click on that.
You need to give ID No. and Attribute Set name.
You need to mark Persons and Organisation checked also.
Below that you will find 2 blocks " Attributes" and "Value"
Under Attribute gve your Attributes Names you want to define ( e.g. Age,Salary or any client defined..) then select the Format ( Numeric or Chracter etc...)
Once you have filled in all the Attributes you click on one attribute and below you need to fill the Values ( e.g 20-30 yrs etc...) . If you want to make that value a default one you can select default check box against each value.
That way for each attributes you can define values. Hope this would help you.
Regards...
Edited by: akscrm akscrm on Sep 3, 2008 2:19 PM -
How to read values of CRM Activity Survey
Hi Folks
In our CRM 3.1 system, our customizer has customized a Survey when creating af Activity.
And it works fine. Now She need a ABAP report, which among other values, is going to write out the values registered in the SUrvey. As far as I can see there are som tables CRMSVY and Function Modules CRMSVY But which one do I have to use.
I have found the GUID via FM: CRM_SURVEY_GET_LINK. BUt how do I get the saved values?
Have a mery Xmas
CarstenHi,
this code reads a certain survey within an order, change the order guid and survey name as you like.
REPORT zsb_survey .
DATA ls_values_xml TYPE xstring.
DATA ls_xml_string TYPE string..
DATA values TYPE REF TO cl_crm_svy_values.
DATA all_values TYPE survy_t_all_values.
DATA guid TYPE crmt_object_guid.
guid = '27B1FA473F55E52FE1000000914E2D8C'. "18100
DATA survey_ui_tab TYPE crmt_survey_ui_tab.
DATA survey_ui TYPE crmt_survey_ui.
DATA it_answers TYPE zcrm_qa_answers_tb.
DATA l_answer TYPE zcrm_qa_answers.
DATA texts TYPE crm_svy_api_survey_text_t.
DATA text TYPE crm_svy_api_survey_text.
DATA g_cust_data TYPE crmd_customer_h.
DATA dom_text TYPE dd07v.
DATA it_status TYPE crmt_status_wrkt.
DATA lv_error TYPE bapiret1.
DATA l_status TYPE crmt_status_wrk.
DATA it_service_os TYPE crmt_srv_osset_wrkt.
DATA l_service_os TYPE crmt_srv_osset_wrk.
DATA lt_osset TYPE crmt_srv_osset_wrkt1.
DATA l_osset TYPE crmt_srv_osset_wrk1.
DATA lt_subject TYPE crmt_srv_subject_wrkt.
DATA l_subject TYPE crmt_srv_subject_wrk.
DATA ev_application TYPE wff_application.
DATA ev_service TYPE wff_service.
DATA ev_survey_version TYPE crm_svy_db_svers.
DATA ls_crm_svy_db_s TYPE crm_svy_db_s.
DATA lt_crm_svy_db_s TYPE TABLE OF crm_svy_db_s.
SELECT SINGLE * FROM crmd_customer_h INTO g_cust_data
WHERE guid = guid.
*get the survey data
CALL FUNCTION 'CRM_SURVEY_DATA_GET'
EXPORTING
iv_object_kind = 'A'
iv_object_guid = guid
IMPORTING
et_survey_ui = survey_ui_tab
EXCEPTIONS
error_occurred = 1
OTHERS = 2.
READ TABLE survey_ui_tab INTO survey_ui
WITH KEY surveyid = 'Z_ZPRO_2_NOCFORMULIER NIEUW'.
CALL FUNCTION 'CRM_SVY_GET_SURVEY_TEXTS'
EXPORTING
SURVEY =
application_id = survey_ui-applicationid
survey_id = survey_ui-surveyid
language = sy-langu
IMPORTING
survey_texts = texts
CHANGING
survey_version = survey_ui-surveyversion"
EXCEPTIONS
survey_not_found = 1
OTHERS = 2
CALL FUNCTION 'CRM_SVY_DB_S_READ'
EXPORTING
surveyid = survey_ui-surveyid
surveyversion = survey_ui-surveyversion
IMPORTING
error = lv_error
TABLES
survey = lt_crm_svy_db_s.
READ TABLE lt_crm_svy_db_s INTO ls_crm_svy_db_s INDEX 1.
ev_application = ls_crm_svy_db_s-applicationid.
ev_service = survey_ui-surveyid.
ev_survey_version = survey_ui-surveyversion.
ls_values_xml = survey_ui-valuexml.
CALL FUNCTION 'CRM_SVY_DB_CONVERT_HEX2STRING'
EXPORTING
x = ls_values_xml
IMPORTING
s = ls_xml_string.
CREATE OBJECT values
EXPORTING
i_internal_values_xml = ls_xml_string.
CALL METHOD values->values_get_all
IMPORTING
et_all_values = all_values.
BREAK-POINT.
Cheers,
Stefan. -
Survey: Automated Upgrade of Oracle Databases
Hi Folks,
We would like to invite interested customers/partners to participate in a survey that we have created, to gather feedback and requirements input about automated upgrade of Oracle databases. If you would like to participate in this survey, please use the following link:
http://www.zoomerang.com/Survey/survey-intro.zgi?p=WEB2298XXXQVW8
Thanks!<B> Funny survey, thanks! </B>
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Get the Ratings and Percentage displayed in an Activity Survey
We want to display the Survey Rating and Percentage displayed on the survey created under Activities in CRM_SURVEY_SUITE.
The function module is:
Callback to PBO: (empty)
Callback to PAI: CRM_SVY_ACTIVITY_PAI
If the same survey is present under Opportunities, we could see the survey rating as well as percentage printing on the survey.
This is happening because of the Function Module CRM_SVY_OPPORT_PAI.
Callback to PBO: (empty)
Callback to PAI: CRM_SVY_OPPORT_PAI
Now, may be because of the default property of CRM_SVY_ACTIVITY_PAI
function module, we are not able to see the rating and percentage on the survey in Activities.
Is there a OSS note to do this? Or what can be done?
please help.
Thanks,
AbhiHello Abhi,
In standard this is available only for opportunity.If you need the same functionality you can create your own Z code and copy the same code from opportunity and call this function module.
I rechecked there are no notes on this.
Regards,
Deepa -
Market Salary Survey - Generating Composite Results
Is it possible to generate composite results by location? What other aspects can be used to generate composite results? Thanks!
Hi there, did you ever get an answer to this question - as I have the exact same question also. We are implementing ECM in the US and they have survey data for several different regions - SAP allows you to import the survey data by region but we want to be able to map each employee to the job code and region - we have a scenario where we have one job code which could be in many regions.
We are looking at creating a pay grade structure to deal with this but I was hoping that the composite results could be used to store more than one location
if you managed to find out a solution, please let me know
Thanks Tanya -
Hi People,
I want to mainion survey questionnaire for CRM 7.3
I have created the questionnaire in CRM_SURVEY_SUITE Tcode for IC application but i am unable to save the questionnaire as it is showing below error.
StandardSurveyWithGenerators.getPreparedSurveyXml(
): can't create processor:
com.inqmy.lib.jaxp.TransformerFactoryImpl
(java.lang.ClassNotFoundException:
com.inqmy.lib.jaxp.TransformerFactoryImpl)
Tks GuysHi Willi,
For the sake of complying with SCN rules of engagement I'm adding the link to the official OSS note stating exactly the steps that you copied/pasted:
1653734 - Cannot create surveys in CRM Survey Suite and WebUI
Cheers,
Nicolas Busson -
Marketing planner - Year Calandar
Hi,
Can someone help me out, I lost my state of the art marketing year planner.:(
Because it was very time consuming to make, I do hope that someone can share his or hers.
It was a year planner that gives you in one glance on overview of:
- your trade shows
- direct Marketing actions
- projects
- etc.
The top row is time line for a year (day by day), each row represent an Marketing activity.
Thanks so much for your help.
Kind Regards
PatrickHello
Can't do exactly that in a single table because we are not allowed to put more than 256 columns in a table.
But creating one table for each month is quite easy.
In cell B1 of table January, type 1/1/2008
In cell C1 of table January, type 2/1/2008
Select cells B1 & C1 then fill to the right dragging the circular handle.
Do the same for table February and so on.
Yvan KOENIG (from FRANCE lundi 19 novembre 2007 21:14:34) -
Wireless Site-Survey for High Density Environment
Hi,
I have done many Wireless SIte-Surveys in my career. But this will the first time, I am going to do a Site-Survey for High Density environment (School with Byod 1:1 design).
Currently, the school has a Wireless network in place. The current wireless design includes 3502 APs, 5508 WLC and Cisco Prime. The customer has issues with sufficient bandwidth in classrooms which limiting the students and teachers to access the learning content.
It is understood that there was no initial Site-Survey conducted, the AP positioning was made based on their knowledge.
Now, I am not sure as how to conduct the Survey here?
Do I need to conduct an Active Survey by connecting to the existing Wireless Network in the School? Or just passive Survey will be enough to determine the exact issues with the current design and provide the recommendations?
I have gone through the Cisco High Density design and white papers to start with.
Thanks,
CJBefore you do the site survey, I'd do the initial breakdown of the LAN.
1. What kind of switch ports are we talking about?
2. Are the APs connected AND negotiated to 1 Gbps ports?
3. What is/are the switch uplinks? 100 Mbps, 1- or 10- Gbps, Etherchannel?
4. Line errors on the links between the AP and the switch, uplinks and the link between the WLC and the switches?
5. WLC link? How many are used? Are they LAG or not?
6. Configuration of the WLC must be checked.
Once you've checked these do I start talking about wireless:
1. What problems are the staff/students experiencing?
2. How many APs to a classroom? How big is the class?
3. Determine what kind of traffic are each class trying to push?
4. Where are the APs located in relations to the staff/student?
5. Verify co-channel interferrence. I know they have 3502 but I've seen people disable CleanAir.
6. Verify what kind of NIC cards are used and whether drivers have been updated or not.
I'm in the middle of improving our wireless coverage in >98 schools. This means I am now deploying 1 AP per classroom. In areas where the students/staff converge, I put additional APs (both indoors and outdoors). -
I couldn't complete my Apple Markey Research Survey (Nowhere to put this problem)
Heyyyy, I was taking the Apple Market Research survey to talk about how much I like my new Mac Pro, but I got to this question and couldn't go further. I tried putting zeroes in front of the number and everything. I didn't know where to put the issue, but I figured, while I'm telling Apple things in my research survey, I might as well tell them this.
Maaaan, that goes one step past my lazy-limit to call them up and tell them. Well, hopefully someone who works at Apple will stumble upon this and care enough to seek out the right people to fix the issue...
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Dear Team,
Is there any free software for wireless passive and active survey and report generating as well ?
RegardsReport generating? Nope, no FREE software is available.
-
Hi, everyone!
I have an issue with risk survey. According to the note 1530646 system supports an online and offline modes of survey processing.
1. IMG activity on survey delivery of Risk Survey, Activity Survey and
Risk Indicator Survey can be configured to support offline. The IMG
activity is 'Maintain Compliance Survey Delivery'. Where is this activity?
2. After running survey I got status in planner Error. Transaction slg1 shows Body document "GRRM_RISK_SURVEY" not found.
3. If the status of plan is Completed and the planned survey is Risk
Survey or Activity Survey or Risk Indicator Survey, but there is no survey
task in recipients' work inbox, please check whether prerequisites are done
or not.
- Event links of workflow template 'WS 76300076' should be
activated. Assign Agents of workflow task 'TS 76308037' should
be set to general task. Automatic Workflow Customizing should
be done.
Could not find both 'WS 76300076' and 'TS 76308037'. Where are they?
Thanks in advance.Also how it is possible to upload answered adobe forms back to the system (offline mode)?
Thanks for any answer. -
Outdoor site survey...
have any of you guys ever did an actual outdoor site survey for mesh. the client already purchased 20x1510's which will be used for voice. the initial site survey report we did was just based on the guidelines from Cisco. re: RAP-MAP (1.2km), MAP-MAP (300m), MAP-Client pc (150m), ap height (10m).
however, the client requires that a signal propagation report be submitted, meaning putting the ap's on temporary locations and doing the signal stregth test/site survey.
1. is there an equivalent small ap to the 1510 that can be used, instead, and just fix it on the side walls of the buildings and/or street poles?
2. or if any of you guys did the actual survey with the 1510, how did you do it or can anybody share their ideas and experience.
thanks, you all!!!Well... first get a 20 year old pickup truck and mount a TV station news van pneumatic pole on it. (halfway kidding here but look at my rig on http://ralphfowler.com )
Seriously- make yourself some sort of portable mount that can safely hold the radio at the proper height so you can do this in a secure way.
I would not advise using any radio other than what you plan to use in the project. The outdoor mesh radios are kind of unique in their antenna placement, etc and I would want as close to a real test as possible.
I use a 2106 "baby controller" to make the radio work. I wish Cisco would release a site survey utility that runs on a laptop that would activate a radio so I could avoid having an expensive controller tied up.
Once you have the radio going, use AirMagnet Surver (if you are rich), to do an actual active survey. It has a mode that in which it connects to the node for its test in addition to a passive mode where it just listens.
The "poor man's way" would be to use Netstumbler and a GPS. It is somewhat of a combo active/passive survey (it does use probe requests so the AP at least has to hear it to respond).
Pull the data from the survey into a spreadsheet and run a couple of sorts on it to break it into strength regions.
Import the regions one at a time into something like Microsoft Streets and Trips and give each batch a colored dot for its icon.
When finished, you will hasve an attractive Poor Man's Drive Test that can rival AirMagnet's passive survey.
Bask in the glory as people wonder how you did it with almost no software investment.
I will try to find a jpg of one I did and post it as well. If I do, I will notify you here.
Ralph -
Hello,
I have a question about surveying. I have been doing site surveys and all the site surveys that I have done were all passive mode. I use AirMagnet with Proxim card. I know that there is an active mode for doing wireless site survey. My question are:
1. When do I need to do an active site survey?
2. What is the difference between active and passive mode?
3. What is the advantages and disadvantages of each mode?
4. For post site survey, which mode should I used?
I know that the passive mode is in monitor mode and I don't need to associate with an AP whereas active mode I need to associate with the AP.
ThanksGranted, this is My Opinion:
1. When do I need to do an active site survey?
When you are troubleshooting an issue. And/Or needing to do throughput testing, on a live network.
2. What is the difference between active and passive mode?
Active survey's you are actually connecting to the SSID, so you can pass traffic and measure the results.
3. What is the advantages and disadvantages of each mode?
Active Survey - Allows you to see more information on packet frames, as you are connected to the SSID. You can watch and test roaming, throughput etc.
Passive Survey - Is what you want to use when you are doing a pre-install survey, or even a post install validation survey.
HTH,
Steve
Please remember to rate useful posts, and mark questions as answered
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