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

Similar Messages

Marketing attributes update via survey

Hi experts,
I'm a bit stuck with a survey scenario with the CRM survey suite. I'm working on a CRM 2007 system.
My goal is to eventually send a email to several business partners, with a link to the survey. In this survey there are marketing attributes that can be chosen, so when the business partner completes and sends the survey, the marketing attributes of the business partner in CRM are filled.
What I did so far:
- In the Survey Repository I created a new XML file, under Parameter XMLs -> bsp.
<?xml version="1.0" encoding="UTF-8"?>
<SurveySystemParam
Action="http://**crm05.corp.*******.com:8000/sap/bc/bsp/sap/crm_svy_server/Survey.htm?sap-client=158"
Method="post"
Enctype="application/x-www-form-urlencoded"
AccessURL="http://**crm05.corp.********:8000/sap/bc/bsp/sap/crm_svy_server/Survey.htm"
IncludeStylesheetInOutput="true"/>
- Created a new marketing survey in the CRM survey suite: Here I could select al my marketing attributes I created before.
- In the maintenance of the Survey Attributes:
     o Evaluation without business information warehouse (marked)
     o Callback to PBO: CRM_MKTCA_SURVEY_MKT_PBO
     o Callback to PAI: CRM_MKTCA_SURVEY_MKT_PAI
I found somewhere I had to fill in those values by the interface to application.
Now my problems..
When I try to generate an URL, I select the options:
GET option: BSP
GET file: my xml file
SEND option: BSP
GET file: my xml file
I thought these where the options I had to choose to create the URL, but when I try to test: a blank screens opens.. So no survey is shown.
When I changed the second option to MAILTO (and select the standard available xml), the URL works (survey is shown). Is this the correct way?
And.. Not sure what do next, I don't see how the survey will be linked to the right business partner.. When the survey is send to a business partner, the reply of the filled in survey will automatically be linked to the right business partner in CRM? There are more settings needed?
Thanks in advance for your help! If you need more information please reply!
Jasper.
Just start up a campain with a mailing form, a link to the survey. Than send this as an email? Than the

Hi,
we are using CRM 4.0 and here it works fine.
Regarding update of marketing attributes: See note 638320
I think you did it the right way choosing BSP in both options. Here is how the Parameter file looks in our DCR system and it works:
<?xml version="1.0" encoding="UTF-8"?>                                                                                <SurveySystemParam Action="http://svc1DCR.postdk.net:8020/sap/bc/bsp/sap/crm_svy_server/survey.htm?sap-client=210" Method="post" IncludeStylesheetInOutput="true" Enctype="application/x-www-form-urlencoded" AccessURL="http://svc1DCR.postdk.net:8020/sap/bc/bsp/sap/crm_svy_server/survey.htm?sap-client=210" IncludeStylesheetInOutput="true" />
You can find the Http service in transaction SMICM.
Best regards
Annette

Error in Marketing Attribute Update

HI All,
I need to update the Marketing attribute of the BP. For this i tried using below mentioned FM
1. CRM_MKTBP_ASSIGN_ATTRIBUT
2. CRM_MKTBP_CHANGE_BP
Now i am facing a strange issue here. My code is able to update BP half of the time and half of the time Not at all.
Doesn't return any error OR warning, but not working.
Is there any thing else which i can try Or any limitation on Marketing attribute, I simply have no idea how to resolve this.
Any help is deeply appreciated.
Dave

HI Prerna,
Thanks a lot for the reply...
I tried your approach, but still not able to resolve it.
I am not getting any error in the return table. It shows success. But when i go to BP transaction and then to Marketing attribute tab, i don't see any Attribute Set assigned to BP.
When i go to Edit Mode and manually assign attribute set, It shows me the values passed by me, but even there also if i save BP, Attribute set is not getting saved.
I am thinking it might be a bug, did any body else has faced similar problem with Marketing attributes?
If yes, what is the Solution for this and did you raised any OSS?
FYI, We are working on CRM 7 Ehp1.
I am able to find One Error. When my program is calling FM CRM_MKTBP_ASSIGN_ATTRIBUT_TAB. It is raising an exception.
Exception is 'CX_SY_OPEN_SQL_DB'. In the FM at line 340 there is a statement:
INSERT ausp FROM TABLE lt_i_ausp.
This is the place where exception is raised.
I am looking for a Note for this, but if some body has any idea on this, Please share.
Dave
Edited by: Dave on Sep 19, 2011 12:28 PM

Marketing Attributes and Survey

Hi!
I am working with CRM 5.0. We need to integrate Survey Results with Marketing Attributes.
in other words:
1) Reading Marketing Attributes when displaying Survey
2) Saving Marketing Attributes acording to Survey results
The survey can be filled in URL (HTML) formate o via Activity.
Do I still have to implement correction instructions from Notes
743978 and 638320 or is there a way to customize the integration from 5.0 on?
Thanks for your help!
Cristina

hi
to assign attributes to BP u can have two ways:
first is to go inside the BP and there must be a tab for Marketing attributes there under that u need to assign the same.
u can also make a new BP using t code BP and then do the same as i said above.
another way is to go to SPRO and inside that go to the CRM and then marketing and then into the marketing planner and then segment builder
inside that u will have an option that
assign attributes to BP
if u r not able to find that out still then simply use search and then type "attributes"
u will have many options at ur availance
u have to select the same
assign attributes to BP
best regards
ashish

Update marketing attribute and customer master data via Survey Response

Hi,
I am creating a marketing survey. I have come to a point where I am able to get the reponses posted by the business partners.
Now I would like to update the BP's directly when they respond. The challenge here is I want to update both Marketing attribute and Customer master.
Is this possible with standard function modules. I am using version 4.0. Please let me know.
Regards,
Hemanth

Hello Hemanth,
Check my last response in the below thread, it could be a reason.
update marketing attributes in BP via survey
Thanks
Raja Pamireddy
CRM Marketing Forum Moderator.

Marketing Attributes not updating in BP through Suvery

Hi friends,
I m working in CRM 5.0, i want to update marketing attribute of BP using survey response, i have created survey which include marketing attributes, in survey setting i have maintained
Callback to PBO CRM_MKTBP_SVY_ATTRIBUTE_PBO
Callback to PAI CRM_MKTBP_SVY_ATTRIBUTE_PAI
further i have generated survey url using BSP option, next i have assign this survey url to mail form, Customers/BPs can open the mail and able to fill the survey successfully, but when i checked in master data of BP no marketing attributes are assign to them(Marketing attributes are not updating).
Please help me to resolve this,do i will have to add marketing attribute anywhere in FM code ?? i have also read sap note : 638320 but no success.
Thanks,
Vivan

Hello together,
I would like to describe my own problem with updating Marketing Attributes in a Business Partner via a CRM Survey.
Currently I am working with SAP CRM 7.0 EHP1. The Survey is maintained in SAP Survey Suite in the Application "Marketing".
Furthermore I am using the following function modules:
Callback to PBO CRM_MKTBP_SVY_ATTRIBUTE_PBO
Callback to PAI CRM_MKTBP_SVY_ATTRIBUTE_PAI
The Marketing Attributes should be updated within a Contact. This contact have assigned the role "Internet User". Behind this role I have defined my CRM User name.
For testing the Attribute update I have generated an URL with BSP. Afterwards I opened this URL and logged in with my CRM User name. After filling in the survey and submitting no business partner were updated. It seems that the "conversion" from my CRM User to the CRM contact doesn't work. I think there could be a problem with the PBO and PAI modules. Because the functionality "Evaluation" within the Survey Suite shows a number of evaluated questionnaires and answers after submitting my survey.
So my questions:
Are the mentioned PBO and PAI modules up to date? (Last change date was in 2005)
Is the Application "Marketing" within the SAP Survey Suite the correct one?
I would be glad if anyone could give me tip for my problem. Thanks a lot and best regards,
Oliver

Survey Response for Marketing Attributes

Hello,
I have an e-mail that is sent out as part of a campaign. This e-mail includes a hyperlink to a website that displays the contacts Marketing attributes preferences.
This survey correctly pulls out each contacts currnt preferences for their marketing attributes.
When extra attributes are chosen on the survey and that survey is saved, the marketing attributes are not updated on the business partner record.
Is there anything extra that needs implementing to update a contacts marketing attributes when they respond by submitting the survey?
Regards
David

Thanks Mike.
Can I ask which callback function modules you are selecting for the PBO and PAI?
I have tried:
CRM_MKTCA_SURVEY_MKT_PBO
CRM_MKTCA_SURVEY_MKT_PAI
and
CRM_SVY_ACTIVITY_PBO
CRM_MKTBP_SVY_ATTRIBUTE_PAI
Neither have worked.
Regards
David

Update Marketing attributes in Interactive Scripting

Hi All,
I would like to know if anyone knows how to :
1. Display multi value fields in Interactive Scripting 5.2
In standard IS editor, there is a dynamic answer "Marketing Attribute 5.1". We need to create new ones. What it the process ?
2. Update Marketing Attributes (or any other multi value fields) in IS. In addition to that, IS Editor in 5.2 don't have "ABAP Call" and "RFC ABAP Call" type actions in the repository, where 4.0 comes with these types. I would like to make a RFC call to R/3 from IS, and display the returned value in the IS.
Thank you,
Vadim Boriskevich.

Hello Mike,
Yes, You have to clearly define what type of marketing attribute it is. i mean whether person or organization.
It is not possible to use marketing attributes which are valid for persons AND organizations for survey.
For eg. If the marketing attribute is of type person(you can see this in the trx Crmd_prof_templ) and the BP is of type Organisation then it wont work for you.
In this case either change the attributes to Organization type ,reattach them in the survey suite and then try.
If you have attribute of person type then the BP should be of the same type.Actually in the code there is a string which matches from both the sides.So in case of any mismatch the updation would not be there.
Hope this answers your question.
Thanks
Raja Pamireddy
CRM Marketing forum Moderator

Update CRM marketing attributes in Product

Hi All,
We have a requirement where in we want to update CRM Marketing attibutes for a given Product.
This has to be done from SAP EP. An interactive form is launched from UWL and this would allow
user to proivde the marketing attribute data. The data is then to be sent for approval via R/3 workflow.
Now I want this data (after approval) to be updated in the product master data in CRM.
Do we have any standard APIs for this ?
Thanks & Regards,
Debabrata Mohanty

Hi Prabaharan,
I have a same requirement to update the existing value of a marketing attribute. I created a new implementation of BADI "BUPA_GENERAL_UPDATE"
I am using the FM 'CRM_MKTBP_UPDATE_ATTR_BP' to update the value, but the updation fails,,,,
MY requirement is to override the default value for a particular BP_KIND to some other value at the time of creation of BP.
please reply as I am having an urgent delivery of the requirement.
Regards,
Ashraf

How to update marketing attributes in sap crm 7.0

hi sap gurus,
I want to understand how to update the marketing attributes in sap crm, basically I want the logic to update the marketing attributes in the system. which tables I should verify & then I need to write an abap program to update/modify the marketing attributes.I know the beginning validations, the bu_group =zul1-outlet master from but000 table , after that I am stuck up with the logic. I know the field which I need to update: in table cabnt, atinn field.
Edited by: packframe2585 on Feb 23, 2012 7:47 AM

Hi,
i´m using FM CRM_MKTBP_MAINTAIN_OW. But this is also not very good from a performance point of view.
Kind regards
Manfred

Marketing attributes creation/update from ELM

Hi Experts.
A small question regarding the external list management.
I have created a mapping format with some marketing attributes I want to create/update for a certain business partner. This works fine in the sense that the system is fully capable of updating if there already exist a marketing attribute of the same type for the BP, and create if there is none already.
Also, if the marketing attribute I try to upload allows multiple value, the system is clever enough just to add an additional and not overwrite the existing. So, this part is fine:-)
The issue arises when I want use the mapping format for marketing attributes and leave some columns blank (= I have a standard format I use, but for some BP's, I do not want to upload all marketing attributes, only some in the format). When I try to upload this, I get an error message saying the the value blank is not allowed for a certain marketing attribute. This is true, but I find it rather stupid if the system cannot simply ignore the blank entries in a file, since I would then need to create a new mapping format for every single BP!
Does anyone know how to fix this?
I can see that it is possible to add code for every single field in the mapping format, so I was thinking to write a small piece of code that the system should ignore the values that are blank. Have anyone tried this?
Thanks and Regards, Mia

Indeed this is something we encountered as well.
Possible work around (we implemented like this, you can't leave ELM file field blank but upload fake value) is creating a fake value for your attribute (for example: " not yet maintained", "to be filled in"). In that way a BP is made with attribute but with no "real" value... to your business to deside if this is an acceptable way of working!
Kind regards,
Francis
Edited by: FDEV on May 28, 2008 11:35 AM

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

Survey Suite and Marketing Attributes

Hi there,
I just have a problem concerning oure Survey suite in CRM5. I created some test surveys, because this is very new to me. When I create a normal survey with questions and answerd, then it is displayed correct in the PCUI Framework of oure SAP Portal. When I use the function "add questions from marketing attributes" then everything seems to be fine, the questionaire looks good, the questions and answers are there, but when I try to test it in the Activities (PCUI or GUI) then nothing is there, only the normal questions generated.
Is there a difference between normal questions and thoose generated from marketingattributes?
Kind regards
Christian

Not sure about the Activities folder, but I always create my Survey's in the Marketing folder of Survey Suite and our survey's display the questions and write the answers to the attributes.
Have you reviewed Gregor's Campaign/Survey Blog?
/people/gregor.wolf3/blog/2006/07/22/create-run-and-analyze-an-e-mail-campaign-with-a-survey-part-1
I found it very helpful in the early part of my learning process.

Update marketing attributes and send mBDoc BUPA_MAIN

Hi,
When I update marketing attributes in CRM there are three mBDocs sent into queues (MKTPROF_MSG and CHARVAL_MSG) and also BUPA_MAIN .
I'd like to know if sending BUPA_MAIN is an standard SAP solution or not.
If it's not where can I find how it's work (configuration, sap note)
Thank's in advance
Robert

Hi Robert,
As of the relationship beteween the three bdoc, it has been coded as of SAP is concerned. As any change in Marketing attribute has to be reflected in BP so that no inconsistency occurs.
You can obviously stop generation of one of the mbdocs, but the generation will not be conditionally stoped, but it will be stop permanently.
Best Regards,
Pratik Patel
<b>Reward with Points!</b>

External lists for updating marketing attributes

Hi,
I'm now working in CRM 3.1, but we're going to upgrade for 5.0 in the autumn. In this relation I'm working on a pre-project where I'm looking for the possibilities for using external lists for updating marketing attributes on existing BPs. How can I map this fields? Do I use advanced mapping fields or structure enhancement using appended fields?
Thanks, Camilla

Camilla,
Yes, this function become standard for CRM 5.0. CRM5.0 ELM provide different format types for create BPs (with marketing attributes), activities and leads. You need to define different format type when you create mapping format. For updating marketing attributes, you need to choose type "Business Partner" type so that all the marketing attributes will be available for you to pick to create the mapping format.
You can look at the CRM5.0 release note and document for more details
Regards,
Min

Marketing attributes Updation Via Survey

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