PAI Processing of Survey Data in Campaign Automation

Hi All,
Business Add-In (BAdI) IN CRM CRM_MKTCA_SVY_PAI
This Business Add-In (BAdI) allows customers to customize the inbound processing of surveys in connection with campaign automation according to their requirements.
To this end, the BAdI interface offers the static method PROCESS_SVY_PAI_FOR_CA, which is called in the function module CRM_MKTCA_SURVEY_MKT_PAI. You should assign this function module as a PAI interface to all marketing surveys that are used in connection with campaign automation.
My Question is: Could you pls let me know where exactly the above Function module ( CRM_MKTCA_SURVEY_MKT_PAI ) should be attached as PAI Interface to all marketing surveys ?

Hi,
Look at this thread will lead you to your answer.
Campaign Automation: Generating Activities from Survey responses
Regards,
Deepak

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Survey response in campaign automation

Hi Experts,
I have set up a campaign automation scenario in CRM 7.0 but am not able to trigger next campaign element based on survey response. The campaign automation scenario is as below.
Campaign u2013 Campaign Element 1 -> Decision Node -> Campaign Element 2
u2022     Campaign element1 has a target group assigned. Workflow "Send target group to Channel" is selected. The Channel is set up to create Business activity.
u2022     Set up a standard u201CQuestionaireu201D rule in the decision node to send all those BP to u2018campaign element2u2019 who have responded u201CYesu201D to the survey.
u2022     In the u2018campaign element 2u2019 selected workflow u201Ctransfer Responder to Channelu201D and selected sales order in the communication medium.
When I u201CStart processu201D from campaign, it creates Business activity for u2018campaign element 1u2019. The survey is also created in business activity. But, when I update survey response within the activity, it does not trigger next campaign element.
I have even tried maintaining an empty target group in u2018campaign element 2u2019 and selected workflow as u201CAdd BP to target groupu201D. Even in this scenario, BP are not updated in the empty target group after responding to survey.
Any help will be appreciated.
Thanks

Hi Umesh,
When you send printed letter, the automation scenario is broken there.
Complete automation will work only if you are sending the campaign with E-mail and survey(trackable). Only these values can trigger the follow up steps (workflows).
If dont opt for the above mehod, you will have to creae campaigns for each step. You cannot have campaign automation. You can optimize the steps by choosing ELM to create mass Lead and TG at one shot. Later you can use this TG for next campaign.
Automation is not possible without trackkable URL.
BR, Sathish R

Campaign Automation Responses

All I have configured campaign automation .
Scenario: To collect all survey responders to one target group and collect non-responders to different target group.
System Settings:
Configuration:
1.     Objective, tactics, campaign type, communication medium, transaction type for outgoing email, transaction types for incoming email, for incoming email transaction type defined Action profile, all workflow settings, marketing survey, attached survey URL to email form, created target group with email id
Settings:
1.     Created campaign
2.     Created campaign element1 with target group, communication medium (email), workflow u2013 send target group to channel
3.     Created rules u2013 survey responders to campaign element2, non-responders to campaign element3
4.     Created Campaign elemen2, attached empty target group, workflow- Add BP to Target Group
5.     Created campaign element 3, attached empty target group, workflow u2013 Add BP to Target Group
Problem:
1.     After executing the campaign, I can see the email with survey. When I save the survey, it prompts me to Outlook with To Email ID and also .ATT file.
2.     After the sending this email, in campaign element1, NUMBER OF RESPONSES ARE NOT GETTING UPDATED
3.     Also, target groups Campaign Element2 and Element3 are empty
What are the required settings for BAdI?
a.     BAdI: Campaign Determination
b.     BAdI: PAI Processing of Survey Data in Campaign Automation
Please let me know

Hi,
You dont need BAdi implemention for your scenario. SAP standard provides this functionality.
Now, sice you are facing the problem, check the below points:
1.) "Start for every respondent" should be checked.
2.) Check the URL in your mail form: You should insert the URL with option "tracking via Target Site" or "Intermediate site" based on
      your requirement. To know the differenc between these two tracking option, check the documentation for Hyperlink in
      Personalized Mail under Marketing scenario.
3.) Last but not least, check your condition. Make sure you have selected the correct question and answer in the decission node.
If these three are correct, your requirement will be met. You do not need any BAdi implementation for this requirement.
BR, Sathish R

Campaign automation - How to create correct flow?

Hi Experts,
I am trying to understand how campaign automation is working. So fare autostudy works fine.
I did some tests in client 100 with the follwing structure: Campaign (without channel) and two campaign elementes: 1) email with survey X (channel is email with activity), 2) generation of Lead (channel is the lead).
In the campaign modelling screen, I connected campaign with the first campaign element.
1. campaign elemente has a target group, the workflow assigne is "send target group to channel".
I created a decision note for survey, with one rule that is: for everybody that answers survey X conect with 2. campaign element.
2. campaign has marked flag "Start for every respondent", workflow is "Transfer responder to channel".
This works fine in client 100.
But in cliente 200, I get the error "No channel has been entered for the campaign/campaign element".
When I enter target group and channel to campaign in client 200 I am able to start the campaign.
Now I am confused: What is the correct prosses? Use campaign elements with channel data and leave these fiels in blank in campaign?
Or is the neccessary to enter target group and channel data to campaign?? This seems weired to me.
Thanks and best regards,
Cristina

Hello Cristina,
As far I know, each campaign element is campaign itself.
So each campaign or campaign element can have TG and channel assigned to it depending on the business scenario.
With respect to campaign automation , the cannel assigned to the campaign corresponds to the channel on which you would be running this automation.
Hope this helps!
Best Regards,
Shanthala Kudva.

Campaign Automation - marketing lead update

Hi experts,
we need to make automatic the execution of the 2 following steps:
1 - target group creation
2 - update of standard/custom field of Leads through BAPI (lead update)
Is "Campaign Automation" the right tool to do that?
What are the issues I can find trying to actuvate an interface of lead update?
Thanks

Dear Emanuele,
Campaign automation can definitely support the first point... but I'm not clear on what you are trying to achieve with point #2.
Can you please provide additional details on the process you are looking to support and what you are trying to achieve in that second point (lead update). i.e. where is the lead update data coming from?
Thanks!
Anik
SAP CRM Marketing Moderator

Campaign Automation – Periodic Campaign. How does it work properly?

Hey guys,
I would like to start a period campaign (once per week over 52 weeks). Depending on the survey answers I get back from business partners, I would like to create weekly new target groups (where I want to collect the business partners in 3 groups: partners who answered yes, partners who answered no and partners who did not react to the survey), a new telephone list (with communication channel u201CFile Exportu201D  for partner who answered no) and u201CThank-youu201D (for partner who answered yes)-as well as u201CReminderu201D(for partner who did not react at all)-emails.
Unfortunately the realization does not work as I hoped. After my second period started only the survey email will be send out again, but the target groups are not getting updated anymore and the jobs (after the business partners send back their answers) do not get triggered so no new target groups, telephone lists or emails are getting generated after the first period.
Here my questions:
u2022     Why does, after my second period started (automatically), only the send out of the survey email works but no connection jobs get triggered after the answer are coming into the system, as sending out the u201EThank-Youu201C Mail, update of target groups or generation of the telephone list? Which of my setting could be wrong? How does the set-up of the campaign automation need to look like so that this will work?
u2022     To my knowledge, generated target groups from the first period need to be emptied again automatically (or at least be set back to the old condition) before the second (third, fourth, fifth etc.) period starts, so that this one can be executed correctly (e.g. partners who answered yes in the second period can be collected correctly this time without getting mixed up with partners who said yes in the first period). How can this be accomplished? Is there a Badi for this? Anything else?
u2022     In case there is really a way, that I can set target groups to the u201Coldu201D condition, where can I see e.g. the generated telephone lists or target groups from previous periods? Where does information like this get saved? In the campaign automation itself only the last information can be found and old information probably get overridden with the next periods information so where do I find the information from previous periods? Because I am pretty sure that you would like to be able to control who e.g. did not react to the campaign six periods before or which business partners said yes 10 periods before.
It would be awesome if anyone could give me some answers or information where I might get answers to that problem or how I need to set up my campaign so that my requirements can get implemented.
Thank you very much in advance!
Janine
Edited by: Janine P. on Nov 24, 2011 11:05 AM

Hi Sapan,
this is what SAP answered me:
"As per my understanding, this requirement could work, but this might
cause Human errors, thus creating issues for your functionality.
Ideally, the Periodic campaigns are meant for multiwaves itself, but
the Target Group is the same in all the waves. However, if you wish to
change the Target Group during the Campaign Period, then this could
cause manual errors, thus leading to disruption of the normal flow and
thus the Campaign itself.
Also, since the process would anyway involve manual intervention for
changing the Target Group, you could also Copy the already existing
Periodic Campaign and create a new one having the newly created Target
Group.It would take hardly 5 min extra and the naming conventions would
help you in maintainence or reporting at a later stage as well.
For Example:
1st week : Periodic_Campaign_1 and Target_Group_1
2nd week : Periodic_Campaign_2 and Target_Group_2
52nd week : Periodic_Campaign_52 and Target_Group_52
Therefore, I would suggest you to go ahead with this approach.
However, if you still wish to try out the single Campaign for the full
year(52 weeks), I would suggest you to try out an example campaign with
the below inputs:
1. Create the Marketing Attribute questions and assign them to the BP's.
2. Create a Profile which holds these Marketing Attributes.
3. In the Periodic Campaign, use the Workflow 'Create TG and Channel
Transfer'. This would create the Target Group using this profile and
also send mails to this Target Group.
4. Make changes to the Profile parameters during the campaign sleep
period(after the 1st execution is over and before the 2nd execution,
and so on)
You can test for Period type 'hours'/'days' using such a campaign and
test if it works correctly as per your requirement. "
Hope this helps.
Kind regards,
Janine

Unable to collect Non Respondants in campaign automation

Hi All
In campaign Automation we have a requirement to send and Email and Direct mail in Wave 1 and then send a reminder email2 and call1 to non respondants. We do not have a survey in our requirement. Could you please tell me what rules should be defined to collect Non Respondants.The campaign execution is started but not flowing to the next wave. I have used without condition rule for Non Respondants but still not triggering. Should I do any Badi Enhancement for defining rules in this scenario?
Regards
Ramya

Hi,
1.) If you dont have a survey in campaign, you cannot collect response from the BP. So, there is no way you can find out
whether a BP has resposnded or not.
2.) One scrap solution could be send a reminder mail to all the BPs again. You can schedule a new campaign element with start
date as a future date.
There is a tricky way of doing it. It might need lot of Workflow knowledge.
Create a new workflow, which reads the infromation from the table CRMD_IM_ML_ITEM, with the information from CGPL_PROJECT and CRMD_IM_ML_HEAD tables. If sum_access or sum_replied is incremented, the BP has read the mail. You have to then refer the "CREATE TARGET GROUP" workflow to create a new target group for those BP. Those are the BPs who have responded. The remaining are the TG who did not responded. You can send a mail to these BPs.
To achieve this, your mail should atleast have a tracking URL. Refer Personalized Mail Forms documentation in Marketing to know how to add a tracking URL in a mail form.
To remind you, the above mentioned work flow creation will be a tedious job. If you can accomplish it, you will be able to achive what you wanted.
BR, Sathish R

Thank you Email in Campaign Automation going out as attachment

We are executing a campaign automation process and sending out survey in the first campaign element. The customers who answer to the survey are sent out a thank you email automatically.
This thank you email is going out as an attachment with empty body instead of regular mail.
But when same mail form is sent out thourgh communication test directly through "Maintain Personal Forms" (without BPs ), it goes out fine .
Only When its send out in thank you email as a follow up step for someone who replies to the survey does this happen.
Please help

Hi Gregor
Thanks for your quick response.
Same thing happens even if i test it with a BP.
But late this evening i figured it out. Only for thank you email ( because this workflow is kicked off in response to survey answer) the only format that works with the email forms is following :
usage : Internet Mail (smtp)
Text type : Text or HTML
Every other combination corrupts thank you email.
thanks and best regards.
Mohanpreet

Survey Transaction / Email Campaign

Hi Everyboddy!
I've configurated the scenario for email campaign (CRM 4.0) and I have prepared an Campaign and its elements... and attached mail form.
I've some problems at the responses:
1 - When the customer responds the survey, it should be created a transaction related to referred survey, but this is not happening.
2- When the customer responds the survey, I can see only the responses but not who has answered. I've already added the ++ at the end of link, but still doesn't work.
Regards from Brazil !!!
Nivea

hi
regarding your first question yes as soon as customer respond to survey a inbound activity is genreated but you need to do some changes with the BAdi for this purpose if you do not do that it wont happen.
here is the procedure to achieve the same
n SAP Standard when a customer answers a survey, a new activity with transaction type 0000 will be created that automatically triggers the follow-up processes. In our business scenario were not using transaction type 0000 but Y004 instead.
To make the campaign automation survey scenario running for this transaction type as well you have to change a BAdI.
The following procedure describes where and how to adapt the respective changes.
In a real customer scenario this is a very likely procedure.
Transaction Code SE18
1. SAP Menu Architecture and Technology---->ABAP Workbench -
>Utilities -
>Business Add-Ins
2. Enter the name of the respective BAdI CRM_MKTCA_SVY_PAI in the field Definition Name and choose Display first.
3. Go to tab Interface and double-click on the default implementation class CL_DEF_IM_CRM_MKTCA_SVY_PAI.
4. Again, double-click on method IF_EX_CRM_MKTCA_SVY_PAI~PROCESS_SVY_PAI_FOR_CA and confirm the following dialog box with Yes.
5. In the following you see the example implementation for transaction type 0000.
6. Now switch to change mode and search for 0000 with the Find/Replace button.
7. In the following replace the line
iv_process_type = '0000' with the line
iv_process_type = 'Y004'
8. Save your settings and dont forget to activate your coding again.
now just try to understand it
because as soon as customer repond to the survey you get an in bound activity
this activity generation is crucial part of response analysing because this activity contains the info regarding the customer response
just go through this
regarding the second query buddy you wont be able to see which person has responded it is actually the number o hits you count ,so maximum you can see is that in display contact list the count or total number of people who have accessed it or responded to it.
you will only be able to get the name of the customer or customer details when customer respond tyo the survey and same info of campaign against the activity genreated can be found in table.
best regards
ashish

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
campaign execution is executing the campiang once all the parameters are set like target group has been defined and communication channels has been selected ,now you just have to execute the campaign to get the desired result
it can be done both manually or automatically
for automatic execution you have campaing automation
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
Campaign automation allows you to integrate the following business scenarios into the modeling of an automated marketing campaign:
      Interaction Center
      Survey
      Internet Sales; Business-to-Consumer or Business-to-Business
For more information about the prerequisites for using campaign automation in each of these scenarios, see Customizing for Customer Relationship Management by choosing   Marketing   Marketing Planning and Campaign Management   Campaign Automation   Campaign Automation in the Different Channels.
just create target group for the every channel
same target group should be there ,then u can use the campaing elemsnts for ur purpose
this way u will be able to do campaign automation using diff comm. channels
best regards
ashish

Output file from ELM and from Campaign automation

Hi Experts,
Can some one let me know how to get an output file from ELM, and from campaign automation?
Thanks
Leela

Hello Uday,
i suppose if you run the program within a process chain it will be started
in a background process. All downloads via the SAPGUI onto your local
PC (or network drive) are not possible in the background because there is no
connection to your PC during the excecution of the report in the background.
Try to save the download on an accessible file system on the application server
and download it from there afterwards.
Which function module is used to download the data (GUI_DOWNLOAD or the older version WS_DOWNLOAD) in your report?
To save data on the application server use the ABAP statements
OPEN DATASET filename FOR OUTPUT    -> for creation of file
TRANSFER record TO filename                  -> for transfer of one record
CLOSE DATASET filename                        -> for closing the file
Regards,
Ralf Matthies

How to create a report with survey data

Hi All,
I need to create a report with survey data in below format. Can anyone help me how to display the summary in this format.
Swapna

Hi Swapna,
According to your description, you want to create a report with survey data and display the summary.
Reporting Services is used for rendering the report with data retrieved from datasource. In Reporting Services, we can retrieve data from the datasource then design a report, after the report processed, data is fixed on the report. So it’s not supported
to have the end users selection and do summary. For your requirement, it’s can’t be achieved currently.
If you have any question, please feel free to ask.
Best regards,
Qiuyun Yu
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Notifications of failed or partially failed load processes in the Data Exchange

Hello,
I've recently completed quite a few data integrations (to maintain coexistence) between external systems at my company and Oracle Fusion. The majority include data-out (Extracts and BI Reports), and data-in (via FBL from UCM).
I'm wondering what the standard is for notifications on failed FBL loads. After an FBL succeeds with the RIDC, the most information I know is the process ID of the process loading my data into Fusion. In order to check to see if it succeeded or not, I have to go into the Data Exchange and check the process manually in the "Load Batch Data" GUI.
Is there a way to get emailed notifications if a process finishes with any failures? The only automated way I know of to check on statuses is to schedule the seeded Batch Load Summary HCM extract and have something on our end check for anything that has failed. But this is pretty un-ideal when all I want is an immediate notification of failed or trouble FBL loads.
What's the easiest/best/quickest way to be automatically notified when an FBL load is having issues?
Thanks,
Tor

I am not an expert on FBL, but I think there is a ESS process involved, could you configure alerts to monitor the state and have incidents be sent to the interest parties, see Monitoring Oracle Enterprise Scheduler
Jani Rautiainen
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https://blogs.oracle.com/fadevrel/

Master Data Creation/Maintenance Automation for ECC to SNP

We are starting an SNP project using SCM 7 and ECC 6. We use PP/DS and G-ATP but have maintained our PPM's in APO only all these years. This will be our first time to leverage ECC data for an APO use in either PPM or PDS functionality.
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The main question ultimatly is... How do you create and maintain the SNP data in an automated way to minimize the amount of master data the SNP users need to touch.
Thansk for any information on this!

Hi Tim
I will suggest to user LSMW program for creating BOMs and other material master elements in R/3 system.
This is simple and easy way for mass upload of material master.
For APO Side, you can also LSMW program or MASSD (T-code) for updating the data in Mass
Thanks
Amol

Change sender WF-BATCH in campaign automation

Hello.
Within Campaign Automation process the sender of the generated e-mails is always WF-BATCH.
It overwrites the settings from the campaign element where I specified a sender and an email address.
I tried to adjust the name with SU01 by filling in first name, last name, email, but the sender remains 'WF-BATCH'.
Is there a possibility to change the sender from 'WF-BATCH'
thanks a lot,
br MM

Hi Deepak,
I already did that customizing.
The problem was that in case of an campaign automation the workflow user 'wf-batch' is taken automatically as the sender. It takes the alias from su01 as sender, this alias has to be deleted and the name and first name has to be filled in su01.
thanks & regards
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PAI Processing of Survey Data in Campaign Automation

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