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Function documentationEnrolling for Marketing Projects

 

To manage the participation in campaigns or trade promotions, you can specify that enrollment for the campaign or trade promotion is required. You can do this by selecting an indicator in the General Data area of the marketing project.

If a sales order, either through manual entry or the campaign determination, references a marketing project that requires enrollment, the system checks whether the sold-to party has enrolled for this marketing project.

Integration

The enrollment function is integrated with SAP CRM Web Channel. During the enrollment period, Web shop users belonging to the target group or planning account (TPM) of the marketing project can enroll themselves for the marketing project as well as all accounts below their own hierarchy node. The prerequisite for this is that the lower-level accounts also belong to the same target group or planning account.

Web shop users can view their enrollment status at any time and, if required, can cancel their enrollment before the enrollment period ends.

Prerequisites

To enter the enrollment period, you must define an additional time period with the type Enrollment. To do so, in Customizing for Customer Relationship Management, choose Start of the navigation path Customer Relationship Management Next navigation step Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Basic Data Next navigation step Define Additional Date Ranges End of the navigation path.

Features

  • Under General Data, you can select the indicator Enrollment Required if all target group or planning account members must enroll for this marketing project.

  • Under Dates, you can choose the dates for the enrollment period. Once the enrollment period has passed, it is no longer possible to enroll or de-enroll accounts in the Web shop.

    Note Note

    However, internal users can enroll or de-enroll from the campaign or trade promotion even after the enrollment period has expired.

    End of the note.

  • If you select the indicator Enrollment Required, a new assignment block Enrollment List is displayed. The enrollment list shows all accounts that have been enrolled in the Web shop. You can edit this list internally to remove accounts or to add any accounts that have expressed an interest in participating, for example. In the enrollment list, you can see who first enrolled the participants and who last changed the enrollment status. Accounts that have since been de-enrolled are still displayed in the list. The indicator Enrolled provides information about the enrollment status.

  • You can use the filter function to filter long lists by account attributes and account enrollment status.

  • When the marketing project is archived, the enrollment information is also archived.