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Procedure documentationDefining Attributes

 

You can define rule policies in the rule modeler to alert interaction center (IC) agents to restrictions for an account or contact due to marketing permissions. For this purpose, entries are available in the rule modeler in the rule modeler context Intent Driven Interaction (IC WebClient) for the following IC communication channels:

  • Chat

  • E-Mail

  • Fax

  • Letter

  • Phone

If you have defined further communication channels as relevant for marketing permissions in Customizing for Customer Relationship Management under Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Define Settings for Marketing Permissions End of the navigation path, you have to define attributes for these communication channels for use in the rule modeler.

Prerequisites

You have activated the business function Marketing Permission (CRM_MKT_PERMISSION).

Procedure

  1. Copy service class CL_CRM_IC_F_G_MP to your namespace.

  2. Adjust the service class to include the communication channel.

  3. In Customizing for Customer Relationship Management under Start of the navigation path Interaction Center WebClient Next navigation step Additional Functions Next navigation step Intent-Driven Interactions Next navigation step Service Manager Next navigation step Define Services End of the navigation path, create a service in your namespace, for example service Z_FG_IC_MP, and assign the adjusted service class to the service.

  4. In Customizing for Customer Relationship Management under Start of the navigation path Interaction Center WebClient Next navigation step Additional Functions Next navigation step Intent-Driven Interactions Next navigation step Define Repository End of the navigation path, copy one of the following attributes for context ICRULE (Intent Driven Interaction (IC WebClient) to your namespace:

    • MKTPERM_CHT (Marketing: Chat)

    • MKTPERM_FAX (Marketing: Fax)

    • MKTPERM_INT (Marketing: Letter)

    • MKTPERM_LET (Marketing: E-Mail)

    • MKTPERM_TEL (Marketing: Phone)

  5. Change the technical name and description of the attribute, and replace service FG_IC_MP with service Z_FG_IC_MP.