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In campaign automation, the workflow templates that belong to the campaign automation task set can be assigned to individual campaign elements.

The Send E-Mail to Employee Responsible workflow informs the person responsible for the campaign via e-mail.

Prerequisites

Classify the workflow template as   General Task. Customer Relationship Management   Marketing   Marketing Planning and Campaign Management   Campaign Automation   Implement Workflow Customizing  

After starting the campaign, the workflows are scheduled and executed automatically. For this reason, no type linkages need to be made for this workflow template.

Process

The Send E-Mail to Employee Responsible workflow informs the person responsible for the campaign via e-mail. The recipient can be determined from the Employee Responsible attribute of the campaign element.

The following campaign element data is checked as part of campaign process modeling: The attribute Employee Responsible must exist, along with a mail form.

Technical Implementation

The following information is of a technical nature. You need this information if the implementation details are relevant to you, or if you wish to make your own enhancements.

Workflow Template

The actual business process is implemented in the workflow template WS14000064 (CRM_CA4).

Object Types
  • BUS2010022 (Campaign Element)