Setting Up Target Group Selection 

Use

Target group selection in SAP CRM can take place in different ways. One option, used commonly when SAP BW is not implemented, is to select a target group by means of an InfoSet Query in SAP Media.

Procedure

SAP Media: Defining an InfoSet

Activity	Menu path	Transaction code
Define InfoSet	Tools ® ABAP Workbench ® Utilities ® SAP Query ® InfoSets	SQ02

...

       1.      Start the maintenance transaction for InfoSets.

       2.      Choose Environment ® Query areas and specify that the new InfoSet is to be created in the global area (cross-client).

       3.      Enter a name for the InfoSet you are creating and choose Create. You can specify how the data is to be selected in the dialog box. The following options are possible:

                            a.      Table join (using several connected tables)

                            b.      Direct read of table

                            c.      Selection using a logical database

                            d.      Data retrieval by a program

                            e.      Sequential dataset

       4.      Once you have made all the settings, save them and generate the InfoSet. You can now use the InfoSet for selections.

For further information on defining InfoSets, see the online help on this transaction (in particular, under Administration ® Creating and Changing InfoSets).

SAP CRM: Defining Data Sources

Activity	Menu path	Transaction code
Define data source	Marketing ® Segmentation of Business Partners ® Marketing Segments ® Maintain Data Sources for Segment Builder	CRMD_MKTDS

...

       1.      Start the maintenance transaction for editing data sources.

       2.      Choose Create data source.

       3.      Enter InfoSet as the origin type and specify at least the following values:

                            a.      RFC destination: RFC destination for the SAP Media system

                            b.      Name of InfoSet: Name of InfoSet in SAP Media

                            c.      Business partner: Name of business partner field in the data structure

                            d.      Function module: Name of the function module that converts the business partner numbers to business partner GUIDs. You can use the function module CRM_MKTTG_PF_CONV_ID_TO_GUID to do this.

                            e.      Description: Text describing the data source

       4.      Save the data.

       5.      Go back to the initial screen of the maintenance transaction and choose Create attribute list.

       6.      Enter a descriptive text in the Description field and enter a Category, such as Campaign execution, and a Segment type, such as Campaign from external system.

       7.      Save the data.

       8.      Choose Assign data source and assign the data source you just created to the attribute list.

You can use the data source or attribute list in the Segment Builder to determine a target group.

For further information, see the online help on the transaction.

Result

You can select target groups in SAP CRM based on the data in SAP Media and use these for marketing planning in SAP CRM without the need for SAP BW.