Marketing Attributes in IC Web

Hi Experts,
what do we have to do to enable Marketing Attributes to be visualized and actualized in IC Web (CRM 5.0), for example in script.
Best regards,
Cristina

Hi Christina,
You must be having an ICWC profile which would be having a navigation bar profile wherein you will have to assign ID's related to marketing for eg :Campaign
You would also be having other function ID's in your ICWC profile wherein you will have to asign the function ID's associated with marketing like : Campaign and script
For scripts you will have to add the BSP page in your SAP easy access (Interactive script editor) and build a script and then assign the script ID to your script function ID inside you ICWC profile then only it will be visible in ICWC..
Hope it helps you .
Regards
Raj

Similar Messages

Marketing attributes with free selection entry in Script IC Web 5.0

Hi Experts,
We are working with script in IC Web Client (CRM 5.0). Answers are updating marketing attributes. Next time agent is calling he has the information of the last call.
There are some information that requiere free selection of text entry. We can obtain such marketing attributes leavind the value field empty. This works fine for type "characters" or "date" of marketing attributes.
How can I obtain the update of such marketing attributes in IC Web Client?
Hoping for your help.
Cristina

Have a look at cookbook (para CRM 4.0) to see how to publish the BDC contexts.

Marketing Attributes - Change History

Dear Experts,
Is it possible to see changes to marketing attributes in the web UI?
I have looked at the standard report CRM_MKTBP_ATTR_HISTORY - but changes are only shown in the GUI.
Any help will be appreciated.
Best, Rikke

Hi Harshit,
Thank you for your reply. I will try your solution. Which Change doc. object do I use?
I also found another solution - I created a transaction code for the program CRM_MKTBP_ATTR_HISTORY and were able to launch the program from the web UI in transaction launcher.
Regards,
Rikke

Marketing Attribute Display Order on Account Overview Page (Web Client)

Hi All,
I am using CRM 7.0 EhP 1 and I have encountered a item I need to address in regard to the display of a Marketing Attribute set on the Account Overview page (BP_HEAD/BPHEADOverview) on the Web Client.
The component in question on the page is BP_DATA/MarketingAttributesEOVP.
Once the Attribute set is selected on this component, I require that the Atributes display in the order which there are maintained in the Attribute Set Template Profile in transaction CRMD_PROF_TEMPL.
However, currently they are displaying alphabetically by attribute description on the Web Client as default.
Any idea how to achieve the requirement above as standard if possible?
Thanks,
Jonathan

Hi Jonathan
We experienced the exact same issue.
We raised this with SAP OSS. There is no standard mechanism for altering the display order unfortunately.
The only options are custom are we were not prepared to make this sort of adjustment to the system.
Sorry I cannot give you better news.
Regards
Arden

No parameter tab for marketing attribute form in IC Web Script

Hello Experts,
When I am creating a survey as part of a script, there is a tab "parameters" where I define, which survey to use.
I do not find parameter tab for marketing attributes in script construcion screen (SE80 - CRM_IC_ISE).
So how do I define which attribute to use?
Hoping for help. Points will be awarded.
Best regards,
Cristina

Hi,
The Marketing Attributes are there in the answers.
In the repository try using
Answers >> Dynamic Answers >> Default >> Marketing Attribute
When you use this in the script (Question), you will see one of the Tabs below called 'Dynamic Content Parameters', here you can specify the details.
Hope this helps you.
Regards,
Rajiv

Marketing Attribute Mass not working with CRM_MKTBP_BPS_OF_TG_ASSIGN_ATT

Hi,
I am trying to assign a marketing attribute to target groups I have created and saved in Web UI but the assignment is not working in SE38.
=> The program CRM_MKTBP_BPS_OF_TG_ASSIGN_ATT runs but displays "the charachteristic has been evaluated for 0 business partner(s)".
Knowing that
- the target group was saved un Web UI
- the target group was selected in the program CRM_MKTBP_BPS_OF_TG_ASSIGN_ATT
- the old and new values set as input
Any ideas of what might have gone wrong?
Thanks in advance,
Eli

Hi,
check notes:
Note 1585130 - ATT: Problem with report:CRM_MKTBP_BPS_OF_TG_ASSIGN_ATT
Note 1561548 - SEG: problem with report CRM_MKTBP_BPS_OF_TG_ASSIGN_ATT
Denis.

Marketing attributes in IC WebClient 2007 or 5.2?

Hi,
In Interaction center when agent does the search for an account and cant find it, he/ she can create a new account.
1) How do we know what Business role and grouping its getting created.Where can we control this?
2)Also when creating a new account , the options are to create only with basic data like name, address etc. I also want to add some marketing attributes that I have already? how can I do this?
This can be done in new Web UI but not in new Interaction center UI? why so?
Thanks in advance

Hello Praveen,
You are correct. If you want to maintain marketing attributes for an account (customer) in CRM 2007, you need to navigate to the CRM WebClient Account screen (accesible from roles like the MARKETING_PROFESSIONAL role). The reason that marketing attributes have historically not available by default as part of the Interaction Center screen (accessible from the IC_AGENT role) is probably based on the assumption that the Marketing organization owns the marketing attributes and should be the one to maintain them, rather than e.g., the customer service agent or telesales agent.
That being said, I have seen some customers who implemented marketing attributes inside interactive scripts so that their interaction center agents could maintain the marketing attributes as part of the interactive scripting / customer survey process.
Warm regards,
John

Marketing attributes in ICweb

Hi,
1) Does anyone know i assign the marketing attributes in the "Identify Account" navbar? I have already created the marketing attributes but when i go to ICweb and click on Identify Accounts, there are no values returned in the dropdown menu for Marketing attirbutes. So how do i assign the attribute set into here?
2) How can i integrate the ICweb into the portal interface? do i need to create roles and etc?

Hi,
I dont have an answer for your question. But I have a question for you on adding attributes in Marketing in IC web in 5.2.
When i have done all the required settings in SPRO, i don't see the Marketing Work Center in IC web menu. Could you plz tell me how to add Marketing in IC web menu.
Thanks
Arun.

Marketing Attributes in C4C

Hello,
I need something similar to the SAP CRM (on premise) marketing attributes to classify the accounts: each account can have more than one attribute value for the same attribute (eg.: Attribute: INDUSTRY, values: Mechanic, Automotive, Robotics. The customer can have Mechanic AND Robotics).
The custom fields cannot have multiple values. I tried to activate the CRM marketing attributes in the scope: they appear in the customer master but I cannot find how to add Attribute_SET/values. Some suggestion? in the documentation seems it could be possible.
thank you all
Roberto

Dear Roberto,
currently the marketing attributes in C4C can only be used in a hybrid scenario with CRM onPremise. I am already trying to get marketing attributes in the standard solution without an integration to CRM onPremise as many customers ask for it. I will update the community as soon as it is confirmed.
In the meantime there are two solutions suggested by development:
Marketing Attributes via customer-specific fields
Marketing attributes can be defined as extension fields in C4C, also with additional use in A2X services. This solution path was already described in diverse forums (see https://jam4.sapjam.com/questions/SqaRB8yJ4OhGlEFBzgpw9u).
Personally I would not recommend this solution as the marketing attributes are used in reports, segmentation etc. and you would have to redefine everything for the new Z-fields.
My recommendation is to use the standard fields, so you are using standard as as soon as the marketing attributes will be maintainable in the standalone scenario.
To make this possible, you could use this second suggestion:
2. Marketing attributes in standard field, but wirhout SAP CRM integration:
Via scoping the functionality (CRM Integration and Marketing Attributes) is activated as Inbound/Outbound Services as well as user interfaces for displaying and maintaining marketing attributes.
For integration you can use the existing iFlow “Business Attribute Assignment replication to SAP Cloud for Customer” (s. Screenshot) and/or the underlying A2X Inbound interface “BusinessAttributeAssignmentBultReplicateRequest”. They are optimized for the CRM Integration, but can be adapted to other web-service calls in a customer project. With that the data for marketing attributes are stored "at the right place" (standard) in C4C.
You can now maintain the marketing attributes in C4C
For synchronisation back to CRM (or to 3rd party) you can again use iFlow „Business Attribute Assignment replication to SAP CRM” (s. Screenshot) and/or underlying A2X outbound interface
I haven't tried out so far. Please share your thoughts and experiences as soon as someone tried it out.
Best regards
Miriam

Marketing attributes of an sales employee.

Dear All,
I have created some marketing attributes for a sales employee in SAP CRM, but i am not able to view these attributes in UI client.
Please suggest.

if you want to show those fields in UI , using Ui Frame work only you can fit this attributes in WEB UI.
There are two ways to do this :
In the web UI Go to --> persanilization -> setting -> enable expert mode> then click show configurable areas where you want add attributes to a view ,then click on available fields.
2 BSP_WD_CMPWB ---> thenn go to configuration tab and click on edit
Note : if you add any attributes in GUI those attributes are not available in UI .
Regards
Siva

Marketing attributes Updation Via Survey

HI,
I was able to assign attribute set to questionnaire, URL was generated for this Questionaaire.
Via WEB questionnaire is filled and the attributes should be filled automatically in the BP master data.
Though browser shows as valuse successfully saved ,updating in BP master data is not happening.
Sanjana

From working with our CRM 4 system I have compiled a fairly extensive list of various help links that you might find of use...although our PBO FM is still not working after all the SAP Notes were updated and some customization of the FM is required.
Most of the really great stuff for surveys comes from Gregor:
    Change dynamic answers in Survey
    CRM Survey Tables
    internet scenario - survey suite
    Tracking URL security
    <A HREF="https://websmp103.sap-ag.de/~form/sapnet?_FRAME=CONTAINER&_OBJECT=012006153200000590882003" ADD_DATE="1209146020" LAST_VISIT="1222181234" LAST_MODIFIED="1209146021">Note 638320 - Saving marketing attributes via survey</A>
    <A HREF="https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=743978" ADD_DATE="1209075982" LAST_VISIT="1222181234" LAST_MODIFIED="1209075982">Note 743978 - Reading marketing attributes for survey</A>
    <A HREF="https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=814910" ADD_DATE="1209162592" LAST_VISIT="1222181234" LAST_MODIFIED="1209162621">Note 814910 - SEG-ATT-Update or Assign Marketing Attributes to BP from SURVEY</A>
    <A HREF="https://websmp130.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=821197" ADD_DATE="1209493062" LAST_VISIT="1222181234" LAST_MODIFIED="1209493064">Note 821197 - Survey Tool- Current Web application for HTTP(S) scenario</A>
    <A HREF="https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=836085" ADD_DATE="1209162824" LAST_VISIT="1222181234" LAST_MODIFIED="1209162824">Note 836085 - BP attributes not displayed when read asynchronously</A>
    <A HREF="https://service.sap.com/sap/support/notes/853466" ADD_DATE="1210011153" LAST_VISIT="1222181234" LAST_MODIFIED="1210011226">Note 853466 - SEG-FM CRM_MKTBP_CREATE_LIST_BPS_OB not proper</A>
    <A HREF="http://help.sap.com/saphelp_crm40/helpdata/en/a7/42f70d148a11d5b38e000102a396fe/frameset.htm" ADD_DATE="1190044401" LAST_VISIT="1222181234" LAST_MODIFIED="1192112053">SAP Library - Creating an FM and Forms for PBO Processing</A>
    <A HREF="http://help.sap.com/saphelp_crm40sr1/helpdata/en/a4/a7c4b909dcba4ebb11730b069eab2c/frameset.htm" ADD_DATE="1168881510" LAST_VISIT="1222181234" LAST_MODIFIED="1168881510">SAP Library - Enterprise Marketing</A>
    Setup SAP Web Dispatcher with URL Filter on SuSE Linux 9.0

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
Oindrila

Hi 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

Export Marketing Attributes of Business Partners using XIF XML Interface

Hello CRM Fellows,
I've successfully configured the XIF Adapter to send out SOAP Requests to my external server. The Documents [Distributing Business Partner Master Data from SAP CRM to an External System using the CRM XIF Adapter|https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/406efa7e-388a-2910-f9b8-81913b0ca57f] and [SAP Network Blog: External Data Loads for CRM 4.0 using XIF adapter|The specified item was not found.] where very helpful there.
We have the requirement to not only send the Business Partner and Relationship Master-Data to the external system. We also have to provide Marketing Attributes. But here I stuck in a problem. The BAdI CRMXIF_PARTNER_MAP is not triggered when I maintain only a Marketing Attribute via Transaction BP. I've searched if there is a XIF Object for Attributes but that is not available.
Does anyone know how to send Marketing Attributes to an external system when they are changed?
Best regards
Gregor

Hi Thierry,
thank you for that suggestion. I've already found [ODS for Marketing Attributes|http://help.sap.com/saphelp_crm50/helpdata/en/07/d545a50869754fbad8062e17c2ea0e/frameset.htm] when I've searched in the CRM Documentation. I've just asked my BI colleague to do the extract to BW. I will then write a Web Service on the BW which can be called from the external system.
Best regards
Gregor

Adding other languages in Marketing attributes

Hi all,
Im currently working with marketing attributes and would like to add different languages in the attribute. I guess that you add different languages in the description tab in transaction CRMM_ROUT_PROF_CHAR?
But it doesnt seem to work on attributes that are in use? I can only add to attributes that are not in use. When I try to change one that are in use I get this message:
"Attribute SAP_0000000190 already valuated within a profile"
Does anyone know anything about this, and how to solve the solution about using different languages depending on what language you chose when you log in to WEB UI?
Thanks!
Margareta

Hi,
I believe the reason could be that the attribute set to which this
attribute is associated is assigned to more than 100 BP's.
This is been mentioned in note 772711.
Also kindly use the WEBUI Marketing Attribute screen (from CRM 6.0 onwards).
Regards,
Anup
Edited by: Anup Dattaraj Desai on Jul 9, 2011 11:45 AM

Problem in Updating marketing attributes for Contact

Hi,
I am trying to update marketing attributes for contact and Account while Creating lead. For this I implemented ORDER_SAVE (Chek before save).
For account, the marketing attributes are getting updated fine. But, for Contact they are not getting updated. For both I am using the same code. But, I dont understand, why.
Please, let me know why this is happening.
Here is the code i used.
The internal table li_imp_seltab contains Marketing attributs.Its being filled properly. No problem with Internal table data.
For contact----
>
If not v_contact is initial.
IF lo_contact_head->is_changeable( ) = abap_true.
Update or create the marketing attribute if it does not exist and set the value of the attribute to 'Prospect'
          CALL FUNCTION 'CRM_MKTBP_CHANGE_BP'
            EXPORTING
              iv_profile_template_id = k_template_id
              iv_bp_guid             = l_contact_guid
              iv_xdescr              = abap_false
              iv_fcode               = abap_false
              iv_msa                 = abap_false
              iv_commit              = abap_true
              iv_partner             = l_contact_no
              iv_convert_values      = abap_true
            TABLES
              it_imp_seltab          = li_imp_seltab
              et_return              = li_return.
Modify core and save so that the updations would reflect immediately in Web UI
          lo_core->modify( ).
          lo_tx = lo_contact_head->get_transaction( ).
          IF lo_tx IS BOUND.
            IF lo_tx->save( ) = 'X'.
              lo_tx->commit( ).
            ENDIF.
          ENDIF.
        ENDIF.
For Account -
>
if not v_ac is initial.
Check if the entity is changeable.
        IF lo_account_head->is_changeable( ) = abap_true.
Update or create the marketing attribute if it does not exist and set the value of the attribute to 'Prospect'
          CALL FUNCTION 'CRM_MKTBP_CHANGE_BP'
            EXPORTING
              iv_profile_template_id = k_template_id
              iv_bp_guid             = l_account_guid
              iv_xdescr              = abap_false
              iv_fcode               = 'C'
              iv_msa                 = abap_true
              iv_commit              = abap_true
              iv_partner             = l_account_no
              iv_convert_values      = abap_true
            TABLES
              it_imp_seltab          = li_imp_seltab
              et_return              = li_return.
Modify core and save so that the updations would reflect immediately in Web UI
          lo_core->modify( ).
          lo_tx = lo_account_head->get_transaction( ).
          IF lo_tx IS BOUND.
            IF lo_tx->save( ) = 'X'.
              lo_tx->commit( ).
            ENDIF.
          ENDIF.
        ENDIF.
      ENDIF.
Please
Thanks,
Sandeep

Hi Sandeep,
You can use 'CRM_MKTBP_UPDATE_ATTR_BP' FM to update the marketing attributes of the BP.
Regards,
Lakshmi.Y

Marketing Attributes in IC Web

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