Show TOC

Function documentationTransaction Templates in Marketing

 

This is an optional feature. For trade promotions and deals, you use activity templates to mass generate activities with recurring contents for a specific account or for all members of a target group. For campaigns, you can generate activities, leads, and sales orders during campaign execution. For any of these transactions, you can use transaction templates to define the content of the transactions to be generated.

You can assign activity templates to trade promotions, deals, and campaigns so that activities such as appointments, e-mails, and telephone calls are generated automatically on the basis of these templates. You can additionally assign lead or sales order templates to campaigns if the communication medium of the campaign supports this. Based on the content of the specified transaction templates, activities, leads, or sales orders are generated for the target group of the campaign during campaign execution.

Prerequisites

  • To use transaction templates for trade promotions, deals, and campaigns, you have performed the following in Customizing for Customer Relationship Management under:

    • Start of the navigation path Transactions Next navigation step Settings for Activities End of the navigation path

    • Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Campaign Execution Next navigation step Define Communication Medium End of the navigation path

  • To generate a lead from activities, ensure that you select the transaction type Lead as the communication method. For more information, see Customizing for Customer Relationship Management under Start of the navigation path Transactions Next navigation step Settings for Leads End of the navigation path.

  • To use transaction templates for trade promotions, you have performed the Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Basic Data Next navigation step Define Types/Objectives/Tactics End of the navigation path

    Note Note

    Ensure that your trade promotion has a type with a communication medium defined for it.

    End of the note.
  • To generate leads from campaigns, you must perform the following:

    • Select the communication medium that has a communication method with transaction type Lead.

    • Define the respective Customizing for leads in Customer Relationship Management under Start of the navigation path Transactions Next navigation step Settings for Leads End of the navigation path.

  • To generate sales orders from campaigns, you must perform the following:

    • Select the communication medium that has a communication method with transaction type Sales Order.

    • Define the respective Customizing for sales orders in Customer Relationship Management under Start of the navigation path Transactions Next navigation step Settings for Sales Transactions End of the navigation path.

Features

  • You assign activity templates to trade promotions or deals in the Activity Template assignment block, and then indicate when you want to generate the activities.

    For example, you may want to generate a customer visit two days after the planned start of a trade promotion to ensure that the product display appears in the correct location of the store.

  • You can assign transaction templates to a campaign based on its communication medium. You can set up a communication medium to permit different transactions (activities, leads, or sales orders) to be generated during campaign execution. For each transaction type, you can then specify in the Transaction Templates assignment block which transaction templates are used during campaign execution. In the Transaction Templates assignment block, you can also define how the dates of the transactions to be generated during campaign execution are determined.

    For example, you can specify that leads are generated using a transaction template that is set up for the lead type. Information specified within the transaction template, such as notes, attachments, organizational information, and parties involved, are reflected in the generated leads. The start and end dates of the leads to be generated are determined based on the information given in the Transaction Templates assignment block. For instance, you can specify that the start date of the leads is two days after the planned start or end date for the campaign.

  • You can use several activity templates for each communication medium for trade promotions, and there is no restriction to their use. For campaigns, however, you can have only one template for each communication method, and it can be used only once.

  • The system records all scheduled activities in the Marketing Calendar and creates a reference to the trade promotion, campaign or deal that it was generated from.

Activities

You can generate the following:

  • Activities based on activity templates for trade promotions and deals by choosing the Generate Activities pushbutton in the Segments assignment block after the following:

    • You have saved the trade promotion or deal.

    • You have set the trade promotion or deal status to Released.

    • The segment has a transfer status of Not Scheduled.

  • Activities, leads, or sales orders based on transaction templates for campaigns by choosing Start on the Campaigns page when you have saved and released your campaign.