SAP CRM 4.0, 3.1, or 3.0: Campaign Planning in SAP GUI 

Customizing

You must make Customizing settings in both the CRM system and the IS-U system:

SAP CRM:

·        In Customizing for Customer Relationship Management, select Marketing ® Marketing Planning and Campaign Management ® System Landscape ® Define RFC Connection and Define Target System (R/3, BW). There, you maintain the RFC destination of the connected IS-U system for the identification MKTPLR3 and parameter category MKTPLR3RFC. You must also select Define R/3 Project Profile for RFC Destination, in order to define a project profile that is used when creating the R/3 project master data in SAP IS-U.

·        IN Customizing for Customer Relationship Management, select Marketing Planning and Campaign Management ®Campaign Execution ® Define Communication Medium. Enter “ISU1” and select “Open Channel” as the communication method.

Create a copy of the CRM_UTIL_MKT_EXE implementation of the BAdI for transporting campaign data on the open channel, and activate the copy.

SAP IS‑U:

·        In Customizing, select Project System ® Structures ® Operative Structures ® Work Breakdown Structure ® Create Project Profile, and check that the R/3 project profile you defined in SAP CRM exists in the R/3 system. You must have stored an object class in the project profile.

·        In Customizing, select Financial Accounting ® Contract Accounts Receivable and Payable ® Basic Functions ® Print Workbench ® Print Action Records ® Define Flyers / Standard Texts for Print Action Records, to define the flyer IDs and SAP standard texts for the bill supplements. You use transaction SO10 to define the standard texts themselves.

·        Use transaction EFRM in the bill form that is valid for the IS-U data construct (defined in the contract account), to activate the form level PRINTACT_H, and then PAR_H_LINES for the print action records. This is done under the root DOC_HEADER (document header).

·        Schedule a periodic job for the ECRMMKT_CREATE_PARS report. This job generates print action records from the replication of the target group in IS-U. The system reads these print action records during the bill print, in order to generate the bill supplement.

Execution

·        The execution is essentially the same for campaigns and marketing plans. We have restricted this description to campaigns.

·        Use the marketing planner (transaction CRM_MKTPL) to create a campaign, and enter the communication medium that you defined previously for the open channel (ISU1).You must maintain the scheduled start and end date of the campaign. Allocate a segment (target group), which you mapped with the segment builder previously, to the campaign.

·        Release the campaign

·        Transfer the campaign to the R/3 system. If campaign elements exist for the campaign, transfer the hierarchy along with the campaign.

·        Maintain the additional data for the campaign on the tab page for the channels.
Here, you must allocate a flyer ID or standard text for the print action record to the project in SAP IS-U.

·        Send the target group to the channel.

·        When sending the target group to the channel, the system starts a background job.You can display the log for this background job from the tab page for segments.

·        In SAP IS-U, check the generation of the print action records by the periodic job. You do this by displaying the application log for the IUMABILL application log object (create print action records (IS-U bill supplement)).

·        Once you have successfully executed a campaign, you can use transaction EPAR to delete print action records that are no longer necessary. You do this selectively, by campaign.