Basic Data in Campaigns 

Use

The following data can be entered for a campaign on the Basic Data tab page:

·        Campaign type/objectives/tactics
The campaign type defines the type of campaign or promotion and is used to help categorize individual campaigns or trade promotions (for example, telephone or e-mail campaigns). The campaign type is one of the attributes of a campaign which can be used to compare the success rate of different campaigns. There are no restrictions to the number or category of campaign types you may define.
For example, you can create the campaign type "KMP01" with description "Internet Campaign".
You can also create and assign objectives specifically for this campaign type and/or create pairs of objectives and tactics for this campaign type.

·        Priority
You can assign a priority for the campaign and also a second priority for generating activities. This is taken into account when you send an activity to the Interaction Center.

·        Authorization groups
You can define which users are entitled to change which marketing elements. For information on the types of authorization available, see Authorizations in Marketing Planning and Campaign Management.

·        Planning profile group
Planning profile groups contain one or more planning profiles. By assigning them to a marketing plan or campaign, you are then able to use the corresponding planning profile from SEM-BPS. You also make this setting if you want to use the ‘traffic lights’ or KPI alerts.
Once you have made an entry in this field in the PCUI, it is write-protected and cannot be changed. If you wish to change the data, select Reset Planning Profile Group at the top of the tab page. This clears all the related planning data and you can enter a new planning profile group in the field.

·        Person responsible
Here you can enter the business partner responsible for a campaign. There is also a Partner tab page where you can enter more precise business partner details.

·        Territory ID
This field is validated against the Person Responsible field. This means that the territories that you can define are dependent on the person responsible.
The territory assigned will have an impact on product assignment. You will only be able to assign products that are valid for a particular territory.

·        Campaign code
The campaign ID is used to encode the campaign as a product order number. See the Customizing activity Customer Relationship Management -> CRM Cross-Application Components -> Global Settings for Product Order Numbers.

·        Currency
Here you can define the currency used in promotion planning. The currency is defaulted from the user organization data for a campaign or marketing plan. You can change the currency here, however, if you need to use another currency other than the defaulted one.
If the currency is defined in the SEM planning  profile, then this currency is not used.

·        Dates
You can enter the dates for your campaign. You also have the option of entering additional dates, for example, the dates for buying in stock for a campaign. These can be defined in Customizing for Marketing Planning under Basic Data -> Define Additional Date Ranges.

·        Status
Here you can enter the status of your campaign. For information on status profiles, see Status Management.

Features

Specifics of CRM Enterprise

In addition to the aforementioned information, you can maintain the following basic data in CRM Enterprise:

·        No R/3 transfer
You set this indicator if you do not want the campaign to be transferred to R/3 for cost planning.

·        Action profile
You can assign an action profile to the marketing project. The purpose of this action profile is to define an action (such as sending an email message or sending a fax) and its application context (campaign, trade promotion). Depending on the application context, you can define schedule conditions (whether the action is scheduled) and start conditions (whether the action is executed). These conditions are based on values from the application context, such as priority and planned start date.
You define the actions in Customizing for Marketing Planning and Campaign Management under Change Actions -> Define Action Profiles and Actions and then define the conditions in Define Conditions. Once you have made these settings in Customizing, you can assign an action profile to a campaign in the Marketing Planner. These actions are triggered via the Services for Object toolbar at the top of the screen. Here you can select the Action icon.

·        Factory calendar
Here you can enter the factory calendar to be taken into account in your planning. For example, if your campaign is in Germany, you can enter the factory calendar for Germany with all of the public holidays in Germany.

Specifics of Mobile Sales

·        You maintain basic data for campaigns in the Marketing/Details tile set.

·        You can assign a sales area for the campaign.

·        The Ext. indicator identifies whether or not the campaign has been created in CRM Enterprise. The system automatically sets this indicator as appropriate.

·        In Mobile Sales, you can assign planning profiles groups to campaigns only, as there are no marketing plans available in the application.

·        Mobile Sales does not display ‘traffic lights,’ or KPI alerts, for planning profile groups.