Function documentationMarketing Permission

 

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

Prerequisites

To use this function, you must activate the business function Marketing Permission (CRM_MKT_PERMISSION).

Features

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 Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Define Settings for Marketing Permissions Next navigation step Business Add-Ins for Marketing Permissions Next navigation step BAdI: Opt-In Evaluation for Accounts and Contacts End of the navigation path.

  • 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 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.

    End of the note.
  • 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 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.

    End of the note.
  • 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.

More Information

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 1712376Information published on SAP site.