You can use marketing permissions to comply with local legal requirements for recording customer preferences with regard to receiving unsolicited marketing messages. As a company with a customer base in countries that regulate the sending of unsolicited marketing messages, you may need to demonstrate evidence of, or adherence to some or all of the following:
Adherence to applicable law
Evidence that customers have agreed to receiving unsolicited marketing messages via a certain communication channel
Evidence that customers have not agreed to receiving unsolicited marketing messages via a certain communication channel
Evidence that customer preferences have changed. For example consent changes from Given
to Rejected
, or communication details change
Adherence to marketing permission preferences of marketing prospects
To use this function, you must activate the business function Marketing Permission (CRM_MKT_PERMISSION
).
The marketing permission logic assumes that you are subject to legal requirements, or have a customer code of practice, requiring permission from customers before sending them unsolicited marketing messages. To support you in meeting these requirements, the features available are as follows:
The standard system logic derives the customer jurisdiction from the address data in the master data.
Opt-in settings are country-specific, state-specific (if required), and communication channel-specific (if required).
A Business Add-In (BAdI) is available if the standard system logic and opt-in settings do not meet your legal requirements.
For more information, see Customizing for Customer Relationship Management
, under .
The Marketing Permissions
assignment block is available on the Accounts
and Contacts
pages and contains the following data and functions:
Communication channel
Form of consent
Date of consent
Communication details
Consent
Editing functions
Edit List
Create Permission for All
This allows you to enter the consent status for all communication channels quickly.
Insert
Display Current Permissions
Gives an overview of marketing permissions that are valid on the date you access them. You can edit this list. For more information, see Current Permissions and Invalid Permissions.
Display All Permissions
Gives an overview of current permissions, and invalid permissions, that is, permissions that are no longer current. This may be due, for example, to a change in communication details, an expiring validity period (if entered in Customizing), or a more recent entry existing for the same account, communication channel, and communication details. You can edit this list. For more information, see Current Permissions and Invalid Permissions.
Accountability and transparency is offered with the Marketing Permissions
assignment block, the list that offers an overview of the current permissions, and the list that displays all permissions, that is, the current and the historical ones. In addition,
the Change History
assignment block records all changes a user makes to a data record.
A marketing permission can only be created or deleted. This ensures that an existing marketing permission cannot be changed. Legally speaking, a marketing permission can only be changed when a new form of consent is received with new date of consent. By inhibiting the modification of an existing marketing permission, the system prevents any unintended changes.
The system reads the account and contact communication details from the master data for the marketing permissions. This means that you do not need to enter the same data because all the communication details can be used for marketing messages. If, for example, several e-mail addresses
are available in the master data, and they can all be used, no entry for Communication Details
is required for accounts. If, however, only one e-mail address is to be used, it must be entered in Communication Details
.
Note
In the case of a contact relationship to an account, only the communication details that are entered for this relationship and the specified communication channel on account level are available for use.
When the communication details of an account or contact with an existing marketing permission are changed, the system removes the marketing permission from the Display Current Permissions
list to the Display All Permissions
list.
The contact inherits consent Rejected
from the account it is assigned to. Consequently, consent Rejected
on account level cannot be overruled by consent Given
on contact level. The contact
does not inherit consent Given
from the account.
Search integration
You can search in All Accounts
, Individual Accounts
, Corporate Accounts
, and Groups
with the following attributes:
Marketing Permission – Channel
: Search by communication channel. The system searches all permissions.
Marketing Permission – Consent
: Search by consent status Allowed
, Not Allowed
or Not Maintained
.
The system searches in the current permissions, and does not take into account invalid permissions.
Note
When both the search attributes Marketing Permission – Consent
and Marketing Permission – Channel
are used, the system searches in the current permissions and does not take into account invalid permissions.
Marketing permission attributes are available for marketing prospects.
You can create marketing prospects with marketing permission attributes via External List Management
(ELM
). These attributes allow
you to upload external lists, taking into account marketing permission information, such as consent Given
or Rejected
, communication channels, and so on. For more information, see Marketing
Permissions in ELM.
For information about functions for marketing permissions in the Interaction Center, see Specifics for Interaction Center: Marketing Permission.
For information about functions for marketing permissions in campaign execution, see Preparing for Campaign Execution.
For information about merging of marketing permissions in data cleansing, see SAP Note 1712376.