Campaign Planning 

Before you create a campaign, create a mail form using which can define the structure of the content of the letter or E-mail you want to send. Mail templates, that define the layout of your mail form, can help you do this. To edit mail forms and mail templates, go to the CRM Easy Access menu and choose Marketing ® Personalized Mails. Ensure that you choose a form use that matches the communication medium of the campaign for which you want to use the mail.

Up to and including SAP CRM 3.1, it is not possible to enhance the default field selection for the mail form. As of SAP CRM 4.0 it is possible to also print the additional data, which is saved in the ADS, on the mail form.

To do this, you define a scenario of the ADS type in Customizing for Customer Relationship Management, under Marketing ® Marketing Planning and Campaign Management ® Personalized Mail ® Maintain Scenario for Mail Forms. In the Structure view, enter the name of the ADS table, as it is displayed within the Easy Enhancement Workbench, under the CRM_ADS_TABLES task. Here, you select the name that does not end in _S. You can either select all fields from the structure, or can individually list the names of the desired fields in the Fields view.

The system then provides the selected fields as dynamic mail attributes when defining the mail form for selection.

To create the campaigns you use the marketing planner. You can find the marketing planner in the Easy Access menu under Marketing ® Marketing Planning and Campaign Management ® Marketing Planner. Here, you must allocate a scheduled start and end data for the execution of the campaign, a campaign type, communication medium and a form for E-mail, letter, fax or SMS (depending on the communication medium you have chosen). These are the minimum data required to create a campaign. In the case of a telephone campaign, you can allocate a script for the CIC.

To divide the campaign into campaign elements, choose Overview Elements.

In the Marketing Segments tab page, allocate a target group to the campaign. To do this, choose Allocation Overview.

If you have not yet modeled the target group, you can call the segment builder from the marketing planner. To do this, select the campaign from the structure tree, select the right mouse button and choose the Create Segment function.

As of SAP CRM 4.0 the marketing planner is also available in the CRM People-Centric UI. This means that it is available as a BSP for the campaign manager portal role.