SAP supplies standard InfoSets covering many of the queries most useful for marketing purposes. These InfoSets can be accessed by choosing the input help for the field InfoSet
in the transaction for maintaining data sources. In Customizing for Customer Relationship Management (CRM), choose .
To define these InfoSets (for example, to view which table joins are used as data sources), use the SAP menu and choose Display
, and on the following screen choose Join
.
For more information about creating InfoSets, refer to SAP Library under
.Note
To ensure that the InfoSets for segmentation are available in the input help when you create the data source, you must assign them to the user group CRM_MKTTGGRP under Role/User Group Assignment
.
Table of CRM Marketing InfoSets
Technical Name |
Description |
Selection |
CRM_MKTTG_BP_BIRTHDATE |
Birthday |
Selection of business partners by relative date. Filter values: Birthday tomorrow, next week, and so on. The corresponding attribute list contains the values "birthday tomorrow", "birthday next week", and so on. This InfoSet enables you to run event-triggered marketing campaigns. |
CRM_MKTTG_BP_BIRTH_HV |
Birthday |
This InfoSet is only relevant for segmentation with high data volume (TREX). To use this InfoSet, you must activate the business function High-Volume Marketing (CRM_MKT_HVS). Selection of business partners by relative date. Filter values: Birthday tomorrow, next week, and so on. The corresponding attribute list contains the values "birthday tomorrow", "birthday next week", and so on. This InfoSet enables you to run event-triggered marketing campaigns. InfoSet CRM_MKTTG_BP_BIRTH_DTA is available for delta handling. |
CRM_MKTTG_BP_ADDR |
Business partner address |
Selection of business partners according to various address attributes such as postal code, city, language key, country key. Additional selection through a particular communication medium (for example, where a telephone number is maintained). InfoSet CRM_MKTTG_BP_ADDR_DTA is available for delta handling. |
CRM_MKTHV_ORG_ADDR |
Business partner address for organizations |
Selection of organizations according to various address attributes, such as postal code, city, language key, country key. Additional selection through a particular communication medium (for example, where a telephone number is maintained). InfoSet CRM_MKTHV_ORG_ADDR_DTA is available for delta handling. |
CRM_MKTHV_PERS_ADDR |
Business partner address for persons |
Selection of persons according to various address attributes, such as postal code, city, language key, country key. Additional selection through a particular communication medium (for example, where a telephone number is maintained). InfoSet CRM_MKTHV_PERS_ADDR_DTA is available for delta handling. |
CRM_MKTTG_BP_CENTRAL |
Business partner master: Central data |
Selection of business partners by group type, nationality, language, legal entity of organization, industry, contact permission, form of address key, data origin, business partner category. InfoSet CRM_MKTTG_BP_CENTRAL_DTA is available for delta handling. |
CRM_MKTHV_ORG_CENTRAL |
Business partner master: Central data for organizations |
Selection of organizations by group type, nationality, language, legal entity of organization, industry, contact permission, form of address key, data origin, business partner category. InfoSet CRM_MKTHV_ORG_CENTRAL_DT is available for delta handling. |
CRM_MKTHV_PERS_CENTRAL |
Business partner master: Central data for persons |
Selection of persons according to nationality, language, contact permission, form of address key, data origin, business partner category. InfoSet CRM_MKTHV_PERS_CENTRAL_D is available for delta handling. |
CRM_MKTTG_BP_GRP |
Business partner master: Relationships (groups) |
Selection of business partners by business partner relationship category, business partner category, validity date ("valid to" date). |
CRM_MKTTG_BP_PER |
Business partner master: Relationships (persons) |
Selection of business partners by business partner relationship category, business partner category, validity date ("valid to" date). InfoSet CRM_MKTTG_BP_PER_DTA is available for delta handling. |
CRM_MKTTG_IS_CONTACT |
Relationship |
Selection of persons according to business partner relationship InfoSet CRM_MKTTG_IS_CONTACT_DTA is available for delta handling. |
CRM_MKTTG_BP_BNK |
Business partner master: Bank data |
Selection of business partners by bank key and bank country key. |
CRM_MKTTG_BP_BNK_CARD |
Business partner master: Payment card data |
Selection of business partners by payment card data. |
CRM_MKTTG_BP_GEN |
Business partner personal data |
Selection of business partners by age, marital status, language, data origin type, correspondence language, nationality, gender. |
CRM_MKTTG_BP_ORG |
Business partner: Contact person relationships for organizations |
This InfoSet can be used as two different data sources, depending on your entry in the
|
CRM_MKTTG_BP_PRTFUNC |
Business partner: Partner function |
Depending on his or her partner function, the employee responsible (the key account manager, for example) can select those business partners for which he or she is responsible. Filter values:
The business partner relationships must be correctly specified, that is, as they are defined in Customizing. This InfoSet is not suitable for every partner function (bill-to party, for example). It is most useful for persons defined as employee responsible or contact person. |
CRM_MKTTG_BP_ORG_CDE |
Contact person relationships for organizations with postal code |
Selection of business partners from a particular region and with a particular partner function. The selection criteria are the same as those for the InfoSet This InfoSet is an enhanced version of InfoSet CRM_MKTTG_BP_ORG. It makes it possible to select by place or postal code. Partner function: Function that a person exercises within a company. Selection for the a) BUT000_PER-PARTNER_GUID (contact person) b) BUT000-PARTNER-GUID (contact person's organization) |
CRM_MKTTG_BP_PSTCD |
CRM Marketing: Business partner by postal code |
Selection by postal code, post box, or company (for large companies) |
CRM_MKTTG_BP_RESPNSE |
Response rate for e-mail hyperlink |
Selection of business partners using the number of times a hyperlink is clicked in an e-mail with relation to a marketing campaign. The filter values themselves are user-defined. Recommended filter values:
This InfoSet helps you determine whether a link was used at all, and if so how often. It also enables you to break down your target groups further according to their response behavior. Other filter values:
|
CRM_MKTTG_RFM |
RFM analysis |
Selection of business partners by last purchase date, purchasing frequency, turnover |
CRM_MKTTG_PRODUCT_GEN |
Product segmentation: InfoSet for product master data |
|
CRM_MKTTG_ORG_SALES_OFF |
Sales office |
Selection of all business partners of a sales office |
CRM_MKTTG_SET_CR_CONTROL |
Product segmentation: InfoSet for set type CRM_CR_CONTROL |
|
CRM_MKTTG_SET_EXCH_BUS |
Product segmentation: InfoSet for set type CRM_EXCH_BUS |
|
CRM_MKTTG_SET_PR_REST_IN |
Product segmentation: InfoSet for set type CRM_PR_REST_IN |
|
CRM_MKTTG_SET_TR_CONTROL |
Product segmentation: InfoSet for set type CRM_TR_CONTROL |
|
CRMM_BUT_MKTPERM |
Marketing permission for individual accounts (classic) |
To use this InfoSet, you must activate the business function Marketing Permission (CRM_MKT_PERMISSION). Selection of individual accounts based on the value for marketing permission. The system uses the method Note that the system also checks the existence of country-specific opt-in laws. For more information, see Customizing of |
CRMM_BUT_MKTPERM_ACC |
Marketing permission for corporate accounts (classic) |
To use this InfoSet, you must activate the business function Marketing Permission (CRM_MKT_PERMISSION). Selection of corporate accounts (organizations) based on the value for marketing permission. The data source should be set up so that the result is converted from organizations to contact persons. The system uses the method Note that the system also checks the existence of country-specific opt-in laws. For more information, see Customizing of |
CRMM_BUT_MKTPERM_REL |
Marketing permission for contact persons |
To use this InfoSet, you must activate the business function Marketing Permission (CRM_MKT_PERMISSION). Selection of contact persons based on the value for marketing permission, if a value has been defined. The system checks the validity of the marketing permission, using method You can use this InfoSet to remove contact persons from the selection again, if their corporate account was selected using InfoSet CRMM_BUT_MKTPERM_ACC, but contrary to their corporate account, they have not given the necessary marketing permission. |
CRMM_BUT_MKTPERM_ACC_HV |
Marketing permission for accounts (high-volume segmentation TREX) |
This InfoSet is only relevant for segmentation with high data volume (TREX). To use this InfoSet, you must activate the business functions Marketing Permission (CRM_MKT_PERMISSION) and High-Volume Marketing (CRM_MKT_HVS). Selection of accounts based on the value for marketing permission. The system uses the method The system takes into account the type of the data source (person/organization) when doing this. If the user creates a data source of type InfoSet CRMM_BUT_MKTPERM_ACC_DTA is available for delta handling. |
CRMM_BUT_MKTPERM_CON_HV |
Marketing permission for contact persons (high-volume segmentation TREX) |
This InfoSet is only relevant for segmentation with high data volume (TREX). To use this InfoSet, you must activate the business functions Marketing Permission (CRM_MKT_PERMISSION) and High-Volume Marketing (CRM_MKT_HVS). Selection of contact persons based on the value for marketing permission, if a value has been defined. The system checks the validity of the marketing permission, using method You can use this InfoSet to remove contact persons from the selection again, if their corporate account was selected using InfoSet CRMM_BUT_MKTPERM_ACC_HV, but contrary to their corporate account, they have not given the necessary marketing permission. InfoSet CRMM_BUT_MKTPERM_CON_DTA is available for delta handling. |