Show TOC

Function documentationSpecifics for CRM Web Channel: Marketing

 

Compared to CRM Enterprise, the following specifics apply to CRM Web Channel in the Marketing area.

Prerequisites

In Customizing for Customer Relationship Management (CRM), you have made settings for CRM Web Channel, by choosing Start of the navigation path Web Channel Next navigation step Basic Settings End of the navigation path.

Features

  • Assignment of a campaign or trade promotion

    Your customers can enter a campaign or trade promotion manually in the Web shop, or use automatic campaign determination. The customer can enter campaigns or trade promotions manually in the Web shop, or use the e-mail link in a campaign to fill the campaign field automatically when he or she follows the link to the Web shop. The customer can enter the campaign ID in the Web shop either in the product catalog area or in the shopping basket at header or item level (in the B2B Web shop on header and item level; in the B2C shop only on header level).

  • Automatic campaign determination in the Web shop

    • You can set up automatic campaign determination at item level in the order in the Web shop. If the system has assigned a campaign automatically, it flags products in the Web shop order with the corresponding symbol for campaigns, and adjusts the price accordingly with the conditions maintained for the products in the campaign.

      Caution Caution

      In the B2C Web shop, the customer can only enter campaigns or trade promotions manually; automatic campaign determination is not supported.

      In the B2C Provider Web shop, automatic campaign determination of the CRM basket is not supported either. If you run the B2C Provider Web shop, which uses the CRM basket, ensure that automatic campaign determination is not active in Customizing for Customer Relationship Management under Start of the navigation path Basic Functions Next navigation step Campaign Determination Next navigation step Assign Determination Procedure End of the navigation path.

      End of the caution.

When using CRM Web Channel, you make the necessary settings in Customizing for Customer Relationship Management, by choosing Start of the navigation path Basic Functions Next navigation step Campaign Determination Next navigation step Assign Determination Procedure End of the navigation path.

  • When several campaigns are found during automatic campaign determination in the B2B Web shop, a dialog box appears in the Web shop. The customer can select either none of the campaigns or exactly one campaign to assign to the order item.

  • When the customer enters a valid campaign in the shopping basket at header level, the system automatically enters this campaign in all new products that the customer enters at item level. When a customer enters a campaign in the catalog area, the system automatically copies the campaign to the header level in the shopping basket. If the customer makes changes to the campaign at header level in the shopping basket, these changes are visible in the product catalog. When the customer returns to the product catalog, the system automatically takes the customer's changes into account and displays campaign-specific prices as special prices in the B2B and B2C Web shop. The original regular price is shown striked-through.

  • If you have assigned a campaign, no further campaign determination is triggered at item level.

    Campaign validation is always carried out automatically for CRM Web Channel. Therefore, Customizing for campaign validation is ignored. This means that the system checks whether the campaign is valid for product and sold-to party, for example. This ensures that not every product is valid for any sold-to party and any campaign. Therefore, the field CheckProj in the IMG activity Assign Determination Procedure in the SAP Implementation Guide (IMG) at Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Campaign Determination End of the navigation path is not valid for campaign determination in the CRM Web Channel Web shop.

For more information, see Assignment of a Campaign or Trade Promotion in CRM Enterprise.

  • Assignment of multiple campaigns or trade promotions

    When you create or change an order, you can enter multiple campaigns manually on header - as well as on item level of orders.

You have made the necessary settings in Customizing for Customer Relationship Management, by choosing Start of the navigation path Basic Functions Next navigation step Campaign Determination Next navigation step Assign Determination Procedure End of the navigation path.

To enable the assignment of multiple campaigns to an order on header- and item level in the Web shop, you have activated the parameter Allow Multiple Campaigns on the Marketing tab page of the Shop Management application.

If you click on the icon next to the Campaign field under Additional Order Datain the Web shop, five additional fields appear, in which you can enter additional campaigns on header level. On item level, this icon is next to the Campaign field in the item details. If you click the hyperlink under these additional fields, more fields are available to assign even more campaigns.

If multiple campaigns are found by campaign determination in the Web shop, all campaigns determined are added to the list of campaigns of an item.

On item level, a quick info text informs you that the system has automatically assigned campaigns to an item. This quick info appears when you scroll over the flag icon next to the product in the Description field. If you now expand the item, you can see in the item details which campaigns the system automatically assigned to this item.

For more information, see Multiple Campaign Assignment in the Web shop.

For more information, see Assignment of Multiple Campaigns or Trade Promotions in CRM Enterprise.