Campaign Process Modeling

Purpose

You can use this business scenario to model a process in Campaign Automation. Campaign Automation allows you to model multi-wave, event-triggered and recurring campaigns. This tool is available directly from the Marketing Planner. You set up your campaign in the Marketing Planner, then branch into the Campaign Automation tool where you have further tools for campaign modeling. The hierarchy that you set up for your campaign in the Marketing Planner is transferred to Campaign Automation where it is displayed as a process model that can be executed automatically. This process describes how to set up your campaign modeling.

Prerequisites

·         You need to make the Customizing settings under Marketing Planning and Campaign Management → Campaign Automation.

·         You also need to have created a campaign in the Marketing Planner before you can access the Campaign Automation tool.

Process Flow

 

The following business process runs in SAP CRM:

1.       You can create or copy campaign elements in either the Marketing Planner or on the Campaign Automation screen by choosing Create → Campaign Element. If they are created in the Marketing Planner, they will be shown in a worklist on the Campaign Automation screen and can then be assigned accordingly. Workflows and parameters can be attached to these elements. These workflows are assigned in Customizing.

2.       You create or copy decision nodes directly in Campaign Automation by choosing Create → Decision Node. The rules for these nodes are created on the tab page Rule Editor. To access this tab page, you double-click on the decision node.

3.       You make connections between the campaign elements by selecting the campaign element and then using the right-mouse button and choosing Establish Connection.

4.       If you are creating an event-triggered campaign, you also need to create connector nodes to connect your campaign to an event-triggered campaign. Choose Create   ®Connector Node.