Sending marketing campaigns to contact persons - How?

Hey guys,
what I want to do is to use the functionality in the web ui, where you can build out of your target group (which includes organizational accounts) another target group (which includes the contact persons of the organizational accounts of the first target group). I think I almost figured it out, with the help of you, how this can achieved but please send me a reply to verify or correct my assumptions about the process.
1. In case I want to search for attributes of contact persons (who belong to an organization) I have to set up the following:
I used the standard infoset "CRM_MKTTG_BP_ORG" (BP: Contact persons relations of organization), created a Data source of this. I created an attribute list of this data source and I created the filter for the fields "BP category" (as value = organization) and filter "BP relationship category" ( as value = has contact person ).
SAP told me to create those two filters. I do not really get here why I have to set those two filters. I got the same results by using the combination 'has contact person AND organization AND filter X' or 'has contact person AND filter X' or 'organization AND filter X'. Please explain to me the differences!. Please explain to me the differences!!!!
My result is that I get all contact persons with this attribute I was searching for right? So am I right, that this option helps me to find all contact persons who belong to a certain attributes but NOT filters all organizations with a certain attribute and then gives me the associated list with contact persons for it?
2. In case I want to search for attributes attached to organizations and then to give me a list with the contact persons of those organizations I have to set up the following:
a) For an Attribute Set
If I want to use attribute set of an organization, for my data source, I should use
Segmentation object - business partner
Origin type - attribute set
Attribute set - Your custom attribute set for Org
Function module - CRM_MKTTG_PF_BP_TAB_TO_CP
Create an attribute list based on the data source created. This will also give the list of contact persons for organizations, as a result of segmentation process.
b) For an Info Set
If I want to use an Info Set instead of an Attribute Set I have to do almost the same
Segmentation object - business partner
Origin type u2013 Info Set
Attribute set u2013 Info Set X
Function module - CRM_MKTTG_PF_BP_TAB_TO_CP
Create an attribute list based on the data source created. This will also give the list of contact persons for organizations, as a result of segmentation process.
Did I understand the process correct?? Please correct me when I got anything wrong, especially with the filters and the AND combination of the first option.
3. I heard something as well about a segmentation basis. *How would I do the segmentation based on the segmentation basis?* Would I need t choose valid for Segment Member Relationships? What does this mean and how exactly would I need to build my segmentation basis? What result would I get?
I created two segmentation basis, one which only includes organizations and one which only includes persons. So in case I would choose "valid for Segment Member Relationships" and not "segmentation members" I would additionally to, lets say all organizations, get contacts which have the attributes of the profil I want to create?
But I cannot use "valid for Segment Member Relationships" if I want to have ONLY the contacts of organizations and persons right? It is nothing similar as the option with including the function module in the attribute set or info set and then I get the contacts based on a target group of organizations right?
Thanks for your help.
Best regards,
Janine

Hey guys,
what I want to do is to use the functionality in the web ui, where you can build out of your target group (which includes organizational accounts) another target group (which includes the contact persons of the organizational accounts of the first target group). I think I almost figured it out, with the help of you, how this can achieved but please send me a reply to verify or correct my assumptions about the process.
1. In case I want to search for attributes of contact persons (who belong to an organization) I have to set up the following:
I used the standard infoset "CRM_MKTTG_BP_ORG" (BP: Contact persons relations of organization), created a Data source of this. I created an attribute list of this data source and I created the filter for the fields "BP category" (as value = organization) and filter "BP relationship category" ( as value = has contact person ).
SAP told me to create those two filters. I do not really get here why I have to set those two filters. I got the same results by using the combination 'has contact person AND organization AND filter X' or 'has contact person AND filter X' or 'organization AND filter X'. Please explain to me the differences!. Please explain to me the differences!!!!
My result is that I get all contact persons with this attribute I was searching for right? So am I right, that this option helps me to find all contact persons who belong to a certain attributes but NOT filters all organizations with a certain attribute and then gives me the associated list with contact persons for it?
2. In case I want to search for attributes attached to organizations and then to give me a list with the contact persons of those organizations I have to set up the following:
a) For an Attribute Set
If I want to use attribute set of an organization, for my data source, I should use
Segmentation object - business partner
Origin type - attribute set
Attribute set - Your custom attribute set for Org
Function module - CRM_MKTTG_PF_BP_TAB_TO_CP
Create an attribute list based on the data source created. This will also give the list of contact persons for organizations, as a result of segmentation process.
b) For an Info Set
If I want to use an Info Set instead of an Attribute Set I have to do almost the same
Segmentation object - business partner
Origin type u2013 Info Set
Attribute set u2013 Info Set X
Function module - CRM_MKTTG_PF_BP_TAB_TO_CP
Create an attribute list based on the data source created. This will also give the list of contact persons for organizations, as a result of segmentation process.
Did I understand the process correct?? Please correct me when I got anything wrong, especially with the filters and the AND combination of the first option.
3. I heard something as well about a segmentation basis. *How would I do the segmentation based on the segmentation basis?* Would I need t choose valid for Segment Member Relationships? What does this mean and how exactly would I need to build my segmentation basis? What result would I get?
I created two segmentation basis, one which only includes organizations and one which only includes persons. So in case I would choose "valid for Segment Member Relationships" and not "segmentation members" I would additionally to, lets say all organizations, get contacts which have the attributes of the profil I want to create?
But I cannot use "valid for Segment Member Relationships" if I want to have ONLY the contacts of organizations and persons right? It is nothing similar as the option with including the function module in the attribute set or info set and then I get the contacts based on a target group of organizations right?
Thanks for your help.
Best regards,
Janine

Similar Messages

  • Simple report that extracts marketing attributes for contact persons

    HI
    I want to extract the marketing attributes for contact person and to have certian output fields ,
    Can anyone help by finding an existing report that i may make some changes in it.
    Thanks ,

    ..

  • Email Campaign Execution: Contact person Relationship

    Hi All,
    I created a target group which contains a list of Contact Persons. I am testing executing an email campaign against this target group.
    This contact person also exists as a relationship to a prospect.
    The email address maintained on the contact person master data may be different from the email address maintained on the relationship. Our end goal here is to execute the email campaing against the addresses maintained on the relationsip and not on the master data. When I execute the campaing, it sends the email out to the address maintained on the contact person master data. Do you know what I can do for it to pick up the email address maintained on the relationship? Is it standard CRM functionality for it to pick up the email address from the master data rather than the relationship?
    Any comments/help on this would be greatly appreaciated.
    Thanks!
    Kiran.

    Hi!
    I know that has been a while since you two resolved these question, but can someone give me a hint with this?
    I'm facing a similiar question... I need to send campaign mails to contact persons (to the relationships contact mails). But i can not see any B2B flag... Can someone please tell me where can i check this field? (I'm working with CRM 7.0 (and Webclient UI))
    Thanks in advance
    Inês
    Edited by: Inês Mendes on Sep 9, 2011 5:28 PM

  • Report for initial fill of marketing attributes for contact persons

    Hello,
    i have an excel document with contact persons and marketing attributes.
    What way do you recommend to bring this attributes into SAP CRM?
    The contact persons are already in SAP CRM.
    Thank you
    Best regards
    Manfred

    Hi Manfred - ELM, is what we use to update contacts for all information, including marketing attributes.
    If you don't have the contact in CRM...Step 1 - From the file that you have, just map the contact details and ELM the file to create contacts. Step 2 - You have to add the contact IDs to the file now and this time create a mapping format to update the contact and marketing attributes.
    In the mapping format that you would create, marketing attributes can be assigned from the file to be ELM'ed.
    Thanks
    Nikhil

  • When I update the email address in the Address book the old email address remains an option when I send email to the contact. How do I delete all th old email addressees

    When I update an email address in my address book the old email addresses always remain an option when I sen an email to the contact. How do I delete the oll email addresses from the system?

    Ah, since you posted in the iMac forum I assumed....
    Here's the link to the iPhone forum, those guys will know the answer.
    https://discussions.apple.com/community/iphone/using_iphone

  • ESS Travel Management - send mail to the contact person

    Hi guys,
    in the IMG I created a contact person for the travel expenses.
    If the employee create a trip and save it, the contact person should receive a mail automatically.
    The other way the employee receive a mail, if the his trip is incomplete.
    A status mail every week would be great.
    Thanks,
    Dirk Sorgatz

    Hi,
    pls chk this link: (Under employee trip)
    http://help.sap.com/printdocu/core/Print46c/en/data/pdf/FITVPLAN/FITVGENERIC.pdf
    Regards
    CSM Reddy

  • PO mail output sender set as po release person, how to changet mail sender?

    Hi expert
    Now we setup po mail output. But we found when po released, the release person become the po mail sender. this is not we wanted. We checked with sap, they mentioned this is current sap logic. there is one function which need add some program , but sap doesn't support it.
    So we hope to check if there is any user exit, We hope to select purhcase group id 's mail address as po mail sender, But which user exit could work for this po output send? 
    Thanks
    Alice

    Hi....
    Did you get any solution to your problem ? If yes, can you please share the same with me ?
    I have a similar requriement from my customer, but am not able to figure out how to do this.
    Thanks in advance,,,,,Devendra

  • My phone keeps sending duplicated texts to contacts. How can I fix this?

    My contacts keep telling me they are getting repeating texts from me, when I do not send multiple texts. Also, some get messages I've never sent to them or anyone else, which is odd and creepy. How do i fix this?

    My contacts keep telling me they are getting repeating texts from me, when I do not send multiple texts. Also, some get messages I've never sent to them or anyone else, which is odd and creepy. How do i fix this?

  • TS3672 Messages don't show the contact person name. Instead the number appears. How to get over the problem

    All of a sudden, messages that I send and recieve from contact persons show the number instead of the name/ It happens to some of the contacts and when I open the list of messages to the person, the name show correctly above the list of the messages.
    How do I overcome this?
    Dov

    Nah, it happens to all of us, at one time or another.
    Glad to help!

  • Add new contact person in contact management

    Hi All,
    I have been created email in contact management(SRM).
    in Tab "General", Contact person field, i cannot select new item/New contact person from combobox.
    I have read at HELP file,then i found to add new contact person in contact management, go to SRM menu -> Customizing(UCUS0) ->in the left panel -> clik contact - > double clik contact person.I can direcly add new contact person.
    but after i added new contact person.i still can't select new contact person in "General tab(Contact management)".
    can u tell me how to solve this problem?
    Thanks,
    Siandari Lim

    Dear William,
    There are some notes for enabling the b2b flag. E.g. 1263919 and 1263915 and likely some more. So, that might help you figure out if perhaps you have missing settings for this feature.
    But based on the limited information you provided it seems that "Segmentation based on relationships" would be suitable. You can check [SAP help|http://help.sap.com/saphelp_crm700_ehp01/helpdata/en/37/fc60e3bebf4a9ba7121c00e295b3fd/frameset.htm ] for this topic. I was not sure what you meant by "but how to replace the contact person function?"
    Quick excerpt:
    Segmentation based on relationships offers you maximum flexibility when modeling target groups, especially in business-to-business scenarios. You can select business partners using filters for both personal data as well as data relating to the business partner's organization. The system saves all required information on the business partner, such as contact person, organization, and relationship type, with the target group. In the campaign, the contact person is contacted using the address data of the contact person's organization.
    Hope this helps!
    Anik
    SAP CRM Marketing Moderator

  • Segmentation of Contact Persons from specific BP Organizations

    Hi Experts,
    I have the following requirement.
    I want to select all the Contact Persons of all the Business Partner Organizations in a Country,say US in Segment Builder.
    Is there any Standard Info set which will help me achieve this.
    Regards,
    Arun

    Hi,
    For segmenting organizations, say based on marketing attributes as data source, CRM_MKTTG_PF_BP_TAB_TO_CP function module assignment in datasource would do the work.
    I have copied following from SAP help -
    Segmentation Based on Relationships
    Segmentation based on relationships offers you maximum flexibility when modeling target groups, especially in business-to-business scenarios. You can now select business partners using filters for both personal data as well as data relating to the business partner's organization. All required information on the business partner, such as contact person, organization, and relationship type is saved with the target group. In the campaign, the contact person is contacted using the address data of the contact person's organization.
    You can also use segmentation based on relationships in the business-to-consumer environment. For example, you could segment according to the relationship between father and son to find all fathers with sons in a particular age group.
    Prerequisites
    You have defined data sources that are capable of providing the business partner relationship information. In the case of InfoSets, this means that the InfoSet itself contains all the fields required to provide the partner function information.
    A conversion function is needed for the data sources Business Intelligence Cube and Attribute Set. This function uses a function module to deliver the required information (for example, contact person for an organization). Each relationship type requires its own function module. The following function modules are delivered as examples:
    CRM_MKTTG_PF_BP_TAB_TO_CP
    CRM_MKTTG_PF_BP_TAB_TO_CP_BW
    CRM_MKTTG_PF_FIND_CPS
    Features
    You can use segmentation bases when performing segmentation with relationships. When creating the profile set, you must decide whether the segmentation basis should be used to select business partners or their relationship partners.
    During segmentation, you can display the distribution for both target group members as well as for the business partners linked by the respective relationship (for example, Is Contact Person For).
    The relationship information from the target group can be exported and used in the follow-up processing.
    It is also possible to perform deduplication for target groups with relationships. For more information, see Deduplication of Marketing Segments.
    Example
    As part of your campaign, you want to contact all business partners who are younger than 30 years old, have the hobby "Golf", and work in a company with more than 1000 employees. The corresponding marketing mail should be sent to the business partner's company address rather than the private address.
    Another example would be a campaign where you want to contact all male business partners from the region "South" and who have more than one child, one of whom is under one year old. During the campaign execution, the campaign letter should be sent to the business partner's private address and should contain the name of the child who is younger than one year old.
    Regards,
    Piyush

  • Query to get Contact person in UDF

    Dear experts,
    I am trying to create Query to get Contact person in UDF
    SELECT T0.[CntctPrsn] FROM OCRD T0 WHERE T0.[CardCode] =$[OQUT.CardCode]
    changes may be made to contact person.
    how can i link OQUT to OCRP with Contact person?
    Or any other way to get Contact person in UDF?
    Pls advise
    Thanks in advance
    jo

    HI
    Use this query:
    select t1.name from OCPR t1 on t0.CntctCode = t1.CntctCode where t1.CardCode = $[OQUT.CardCode]
    Edited by: kambadasan on Feb 20, 2012 3:22 PM

  • Re : Contact person in TG

    HI,
    I have a requirement ie.to view the contact person details in a TG.If we go to TG and open it and go to magnifier we can find all the details relavent toBP but not the contact person.How to find the Contact person in TG ?
    Is it required to implement any BADI?
    regards,
    Sathish Prabhu.R

    Hi,
    I am able to create a TG using contact person as a filter option and this works fine.I need options of adding filters for customerclassification, Nielsen ID to the TG. When i try to do this there is no filter values for the customer class & Nielsen ID.I checked with the infoset in SQ01 and i am not able to find the filter values.
    How to obtain the filter values? Any of your  suggestions will be highly appreciated.
    Best regards,
    Sathish Prabhu.R

  • Campaign execution not send emails for contact persons

    Hi All!
    I'm facing a problem with Campaigns (communication medium - E-mail): Those are the steps i'm following:
    1.Start the campaign, and on the "campaign: Schedule job" screen, i choose  "immediately". If i look at the campaign details after scheduled the job, the status is now "job started".
    2. To check wich mails were sent, I also had a look at the business partner account that belongs to the target group used. On the "Interaction History" block, there is a line: "Outgoing Email" - on the details of this outgoing email I can see the "To" (Receivers). And here, I have emails from the business Partner contact persons and from the business partner itself (the email that is on the header level of the business partner account, on the "main address and communication data" area). So far so good. That's exactly what i need but,
    3. If i go to the tcode, i only have a send request for the business partner itself and none for his contact persons (although those emails are on the "To" line for the interaction history).
    I'm working on the Webclient UI, of the CRM 7.0
    Does someone knows why the emails are not being sent also for the contact persons?
    Thanks in advance.
    Inê

    I have achieved this by implementing the BADI : CRM_MKT_ADR_SEARCH
    In this BADI's method : CHANGE_SEARCH_RESULTS you can modify the data which is being sent back to system for campaign execution.
    NOTE: I am using Address Independent Communication Data of Business Partner
    Below is my sample code for contact person email :
      data: wa_bp_cp_channel type crmt_bp_cp_channel.
      field-symbols: <fs_bp_cp_channel> type crmt_bp_cp_channel.
      types: begin of ty_cp,
              partner type but000-partner,
              address type but000-addrcomm,
             end of ty_cp,
             begin of ty_bpcp,
               partner1 type but051-partner1,
               partner2 type but051-partner2,
             end of ty_bpcp.
      data: it_cp type table of ty_cp,
            wa_cp type ty_cp.
      data: it_bpcp type table of ty_bpcp,
            wa_bpcp type ty_bpcp.
      data: it_bp type table of ty_cp,
            wa_bp type ty_cp.
      read table ct_bp_cp_channel into wa_bp_cp_channel with key com_channel = '03'.
      if sy-subrc = 0.
        select partner addrcomm
          from but000
            into table it_cp
              for all entries in ct_bp_cp_channel
                where
                  partner = ct_bp_cp_channel-cp_number.
        select partner1 partner2
          from but051
            into table it_bpcp
              for all entries in ct_bp_cp_channel
                where
                  partner1 = ct_bp_cp_channel-bp_number.
        if it_bpcp[] is not initial.
          select partner addrcomm
            from but000
              into table it_bp
                for all entries in it_bpcp
                  where
                    partner = it_bpcp-partner2.
        endif.
        sort it_cp by partner.
        sort it_bp by partner.
        sort it_bpcp by partner1.
        loop at ct_bp_cp_channel assigning <fs_bp_cp_channel> where com_channel = '03'.
          read table it_cp into wa_cp with key partner = <fs_bp_cp_channel>-cp_number binary search.
          if sy-subrc = 0.
            <fs_bp_cp_channel>-addrnumber = wa_cp-address.
            clear <fs_bp_cp_channel>-bp_number.
            clear <fs_bp_cp_channel>-bp_guid.
          else.
            read table it_bpcp into wa_bpcp with key partner1 = <fs_bp_cp_channel>-bp_number binary search.
            if sy-subrc = 0.
              read table it_bp into wa_bp with key partner = wa_bpcp-partner2 binary search.
              if sy-subrc = 0.
                <fs_bp_cp_channel>-addrnumber = wa_bp-address.
                clear <fs_bp_cp_channel>-bp_number.
                clear <fs_bp_cp_channel>-bp_guid.
              endif.
            endif.
          endif.
        endloop.
      endif.

  • When I send an email it displays the full email address instead of just the name even thought the person is in my contacts. How to fix?

    When I send an email it displays the full email address instead of just the name even thought the person is in my contacts. How to fix?

    Hi Sunny C,
    Welcome to the Support Communities!  The "From" field should be showing by default, but you can check or change your settings for Mail with the instructions below:
    Mail (Yosemite): Set Mail preferences
    http://support.apple.com/kb/PH19178
    In the Composing pane, you can set the email account that you want to send new messages from.
    Also, check the View command on the Menu bar.  View > Message Attributes should have a checkmark beside the "From" field.
    Cheers,
    Judy

Maybe you are looking for