Questionnaire Assignment
You can validate a marketing project using a questionnaire. This questionnaire contains all the marketing project data that should be checked at the site of the trade promotion (for example, product, placing, price, time period). You can assign a questionnaire to a marketing project by generating activities.
Prerequisites
You have:
Made the required settings in Customizing for
Marketing
by choosing
Marketing
Planning and Campaign Management
Campaign Execution
Define Communication Medium
Created a questionnaire in Customizing for
Customer Relationship Management
by choosing Transactions
Settings for Activities
Questionnaires
Assigned the questionnaire to an activity
Process
Generate a target group.
When you create a new deal or trade promotion, and enter a planning account and a sales organization, click
Generate Target Group
and the system generates the target group from the planning accounts.When you create a new campaign or marketing plan, enter a segment.
Assign a communication medium to the marketing project.
You do this under
Channel
inGeneral Data
by selecting the appropriate communication medium from the dropdown list.This defines the activities that the system needs to generate. If you have already created activity templates, you can enter the corresponding transaction number under
Activity Templates
.
NoteIn a trade promotion, you can use several activity templates for each communication channel.
End of the note.In a campaign, you can use only one activity template for each communication channel.
Transfer the target group to a channel.
The system generates activities, to which a questionnaire is assigned.
CautionThe marketing project must have the status
Released
before you can transfer the target group to a channel.End of the caution.
Result
You have assigned a marketing project to a questionnaire.