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Function documentationCampaign Automation


Campaign automation is designed to help you to deal with multichannel, multistep and real-time campaigns, providing direct reactions to customer responses.

Setting up a fully-automated campaign means that employees can access the campaign automation tool directly from the campaign screen, improving planning and increasing transparency.

Campaign automation allows you to model a campaign, and after the process model is triggered, no further manual intervention is necessary. Response to a particular step can be immediate. Alternatively, you can set up a batch response, for example, carried out either at periodic intervals or after a certain number of responses have been collected.

Note that you can use campaign automation to plan and execute campaigns that start with high-volume execution and progress to low-volume execution. For more information about high-volume campaign execution, see Specifics of High-Volume Campaign Execution. You cannot set up campaigns that start with low-volume execution and progress to high-volume execution.


All campaign activities are logged so that they can be used for future planning and analyses with SAP NetWeaver Business Warehouse. Campaign automation also contains monitoring features, such as the integration of online reporting, so that you can adjust your response to a campaign depending on how it is progressing.

There is also an integrated survey process, which is available in the Survey Suite, to allow you, for example, to evaluate customer satisfaction with a campaign and use this to trigger further activities.


To use this function, you must activate the business function Marketing Productivity (CRM_MKT_PRD).

You have done the following:

  • Installed Java JRE 1.4 or higher. For more information, see SAP Notes 680051Information published on SAP site, 697572Information published on SAP site, 675851Information published on SAP site, and 828547Information published on SAP site.

  • Made settings for automated campaigns in Customizing for Customer Relationship Management by choosing Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Campaign Automation End of the navigation path.

  • Created a campaign by choosingStart of the navigation path  Marketing Next navigation step Campaign End of the navigation path.


In the campaign automation process, you can:

  • Model the campaign process graphically

    A simple, graphic interface provides you with a clear overview of the procedures involved in a campaign.

  • Create campaign elements directly on the campaign automation page or in the Campaign Elements assignment block

  • Define rules and conditions for the process steps

    For example, you can define rules for sending out confirmation e-mails when someone responds to a survey.

  • Plan individual process steps

    For example, you can set up an e-mail to be sent to a specific target group, and then after a certain time period has passed, send a reminder e-mail.

  • Allow follow-up steps to be triggered based on a customer response using any communication channel, while still providing one face to the customer

  • Allow leads to be used as response elements, which allows you to do the following:

    • Send out personalized e-mails to each business partner.

    • Include surveys in the e-mail.

    • Create follow-up steps based on the answers to these surveys.

  • Improve efficiency by using Response Prediction Modeling in SAP NetWeaver BW. In this way, you can pre-evaluate, fine-tune your offer, and channel mix to maximize profitability while taking constraints into account. For more information about Response Prediction Modeling, see SAP Help Portal under Start of the navigation path SAP NetWeaver Next navigation step BI Content Next navigation step Customer Relationship Management Next navigation step CRM Analytics Next navigation step Marketing Analyses Next navigation step Response Prediction Modeling End of the navigation path.


You can navigate to campaign automation by clicking the Campaign Automation pushbutton. Click in the upper area of the page to activate the modeling tool. Here you can build the campaign model.

If you have created campaign elements, you can do the following:

  • Use the Worklist to display the elements and move them into the modeling area using drag and drop.

  • Use the Navigator to move around the modeling area and to view the campaign model at a smaller scale (100%).

If you have not created campaign elements, click New to create elements and then define the Campaign Element Details.