Campaign Automation

[Former Member]

Hi Guys,

I know about the campaign execution but have some doubt about " campaign Automation" .

Can anyone give some idea about this ? How does it work ? and what steps should i go through to customize it ?

Thanks in advance

[Former Member · Accepted solution]

Hi Rakesh,

Campaign execution and automation can be used simultaneously. In general a campaign can be executed manually by releasing the campaign in CRM on-line

A campaign can also be automatically executed (automation) using a browser-based interface that allows you to model a completely automated campaign process with follow-up steps.

Here is the best example on campaign automation from sap help :

Let’s say that you wanted to send out an invitation to a trade fair to all customers that attended a trade fair last year. This invitation is to be sent out via e-mail. It contains a link to a questionnaire stating whether or not the customer will attend. If the customer replies to say that he will attend, he receives a thank you mail as confirmation. All customers replying to say that they will not attend are gathered up into a target group. Two weeks after the first mail has been sent out, a call list is generated for these customers and they will be contacted to ask why they did not wish to attend.

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Regards,

Paul Kondaveeti

[Former Member]

Hi Rakesh,

1. Prepare a survey (Transaction code-CRMD_MKTRU_SVY). Save the questions and answers.

2.Generate the Valid URL for the Survey. (Ctrl+F12)

3.Customer Relationship Management >Transactions>Settings for Activities-->Define Determination for Questionnaires: Business Activity

in the survey attributes à Technical settings à Interface to application keep the function modules CRM_MKTCA_SURVEY_PBO and CRM_MKTCA_SURVEY_PAI.

Pls. make you questionnaire as active and Put the transactions type as 0000 so that an inbound activity is created in the CRM Server.

4.Creat a mail form for INVITATION TO CAMPAIGN and put his URL in that mail form (Add ++) in the end and create a hyperlink.

5.Create two more mail form for “Thank You” and “ Reminder for Survey”

6. Attach this mail form-INVITATION FOR CAMPAIGN to the campaign element and execute the campaign.

7. Create a Target group for this campaign.

8. Goto Transaction CRM_MKTPL. Create a campaign with campaign element

Also Refer to this link (SAP-CRM Best Practices) -

http://help.sap.com/bp_crmv340/CRM_DE/BBLibrary/html/BBLibrary.htm

Hope this is helpful to you.

Reward with points if this is helpful to you!!!

Regards,

Uday Borse

[Former Member]

hi guys

Thanks for great answer. I want to know that do we have to assign workflow in campaign automation.or not necessary.

[Former Member]

Hi Rakesh,

You have to assign the workflow to campaign, but its implicit.

When in campaign element, on tab 'Channels', if you assign, workflow task, automatically a standard workflow is triggered in the back.

for example, you have a workflow task named 'Send target group to channel', which would trigger the workflow to perform campaign element activity for all the BP is target group.

Best Regards,

Pratik Patel

<b>Reward with Points!</b>

[Former Member]

Hi Rakesh,

http://help.sap.com/saphelp_crm50/helpdata/en/cd/2c1e3e1c3b120ae10000000a114084/content.htm

Hope this will help you!

Best Regards,

Pratik Patel

<b>Reward with Points!</b>