Question Re: SAP Marketing ,Cloud - Importing interaction in CRM and CX Q&A

SAP Marketing ,Cloud - Importing interaction

aldlu — Mon, 20 Sep 2021 13:06:40 GMT

Dear SAP experts,

We are currently implementing SAP Marketing Cloud.

In our business processes, we will need to upload data files for interactions (ex: webinar attendance, event participant, ...). For instance, after an event, we have an excel file with all participants and we need to upload this file into MC. However, some participants already exist in MC (as contacts) while other don't.

My issue is that, when the contact doesn't exist in MC, the system creates an interaction "Anonymous" and there aren't a lot of information uploaded. Moreover, the system automatically creates the "anonymous" contact as "prospects" and not "Corporate contacts" which is a serious issue. It means that we have to upload a second file with all the non-existing contacts to correct this.

Is there a way to upload only 1 file for interactions of existing and non-existing contacts. I was thinking of customizing the import template to add at least the first name, last name and company name during interaction upload. Do you know if this is possible and how to do this?

Thank you in advance for your help!

Kind regards,

Alicia

Re: SAP Marketing ,Cloud - Importing interaction

former_member599277 — Mon, 20 Sep 2021 13:17:03 GMT

Hi Alicia,

Yes , If a Contact is not present for an Interaction , its always created as Anonymous Contacts which will be then mapped with the Right contact once the same is uploaded to the system.

But its not possible to create them as Corporate Contacts using Interactions.

We have a BADI Revise Interaction Data Before Import - SAP Help Portal to exclude such Imports but not to change their Contact Levels.

Regards,
Saravana.

Re: SAP Marketing ,Cloud - Importing interaction

aldlu — Mon, 20 Sep 2021 13:31:44 GMT

Hello Kunal,

I understand the concept you explained and the SAP logic.

However, the problem is that they do not know in advance if the contact has been created in MC or not because of the large number of contacts. There would be too many contacts to check manually and too often. That is why I'm looking for a way to either create the contact directly or to spot automatically the non-existing contacts.

Thanks again.

Kind regards,

Alicia

Re: SAP Marketing ,Cloud - Importing interaction

aldlu — Mon, 20 Sep 2021 13:34:01 GMT

Hi Saravana,

Thank you, I had a look to the BADI you mentioned. That might help to spot non existing contacts.
With this BADI, do we have to know in advance which contacts to exclude or does the system spot the non-existing ones during import process?

Thank you!

Kr,

Alicia

Re: SAP Marketing ,Cloud - Importing interaction

former_member599277 — Mon, 20 Sep 2021 13:49:20 GMT

Hi Alicia,

I reviewed the BADI again , the Interactions can be excluded based on particular conditions like if we can set the exclude parameter for a particular Interaction type or Reason or based on any such attributes from the Interaction Import only.

Once we set the exclude condition those Interactions will be excluded .

Regards
Saravana.

Re: SAP Marketing ,Cloud - Importing interaction

sathyanarayan2 — Wed, 22 Sep 2021 04:31:29 GMT

I can think of a couple of options that you can try and see if it works for your implementation context. I assume you would be using the Data File Upload app for the upload of CSV files

1. If you are just interested in interactions: Upload the participants as contacts first with all the necessary details. If you need a dedicated facet for the event data as a data source, you can maintain the contact ID and ID origin accordingly. You can then post the required interactions with the same contact ID / ID origin reference with the necessary interaction types like Event_Registered or Event_Attended

2. If you would like to maintain & use event related data: You can use the file upload options for Marketing Event and Event Participants. Here you can create the event first and then upload a single file of participants and you can find the information in the Marketing Events app. As a bonus, it implicitly creates a couple of standard interactions for event registration and attendance. This is closely aligned with the functionality of marketing events app - so if this standard behavior fits your implementation context you could use this. Or if you have custom needs for specific interaction types with lot of interaction data, then you could try the first option.

Re: SAP Marketing ,Cloud - Importing interaction

aldlu — Wed, 22 Sep 2021 06:30:05 GMT

Dear Sathyanarayanan,

I was indeed looking at the marketing event upload option. However, a marketing event provider is mandatory which we don't have for the moment. Is there a way/tips to overcome this mandatory field?

Otherwise, I will go for the first option.

Thank you!

Br,

Alicia

Re: SAP Marketing ,Cloud - Importing interaction

sathyanarayan2 — Wed, 22 Sep 2021 07:08:30 GMT

Hi Alicia,

That should not be a problem. The only thing to ensure is that value for event provider is one among the valid values that you maintain for Contact ID origins. So you could check for existing values for Contact ID origin which would make sense for the contact details getting uploaded (or create a new one for this purpose) and use the same value for event provider in the data file load. The significance of this attribute is that when a contact gets created, the details got from this source gets maintained in corresponding contact facet.

Take a look at the attributes in the sample file template on the list of contact and interaction fields that are available. If that is sufficient, you can use the event participant upload. But if your requirement has additional contact fields, then it would be better to create the contact first with all the necessary details and then upload either interactions or participants based on business need.

Regards,

Sathya.

Re: SAP Marketing ,Cloud - Importing interaction

aldlu — Wed, 22 Sep 2021 12:09:49 GMT

Hi Sathya,

I tried with the Marketing Events app and it answers our needs!

I was just wondering if it is possible to change the event status via this "Marketing Events" app? I cannot find how to change the status. (For instance from in preparation to conducted or cancelled). Do you know?

Thank you in advance.

Kind regards,

Alicia

Re: SAP Marketing ,Cloud - Importing interaction

sathyanarayan2 — Wed, 22 Sep 2021 12:29:40 GMT

Alicia, Good to know it meets your needs.

Marketing Events App doesn't provide for changes to be done through UI to avoid complications with bi-directional sync (as it is primarily intended to integrate with event providers)

However you can update data through APIs and Iflows (a reference with ON24 webinar platform has been published in the API hub)

Coming back to your specific context, you could use the Data file upload App itself for Marketing Event object file. You can use the file upload for Events to create and update the details of events including status. And then use the Marketing Event Participant object file for update registrant / attendee details.

You can find key details, properties and validations from API documentation

Regards,

Sathya.