Workflow in Campaign Automation

Workflow is the technique used to ensure an automatic campaign process that does not require any further manual action once it is executed. The campaign automation process is a chain of workflows where the next workflow is triggered or scheduled as soon as the preceding one has finished.

SAP provides standard workflows you can assign directly to a campaign element when you are modeling. You can enhance them to meet customer-specific requirements. They are defined in the SAP Workflow Builder.

Note Note

The workflows ensure that the campaign proceeds without the need for further manual action. The only exception to this is the workflow WS14000065 Approval by Person Responsible.

End of the note.

Prerequisites

You have made the workflow settings in Customizing for Start of the navigation path Customer Relationship Management Next navigation step Marketing Marketing Planning and Campaign Management Campaign Automation: End of the navigation path

Maintain Standard Settings for SAP Business Workflow
Implement Workflow Assignment
Implement Workflow Customizing

Features

Standard Workflows in Campaign Automation

Technical Name	Description	Explanatory Text	Required Parameters:
WS14000060	Start Campaign Process	Schedules the next workflow that is assigned to the next campaign element in the process. It cannot be assigned to a campaign element but is triggered automatically whenever a campaign is started.	None
WS14000061	Send Target Group to Channel	Can be assigned to any campaign element except those used for direct response processing.	Communication Medium, Segment (Target Group)
WS14000062	Create Target Group	Can be assigned to any campaign element except those used for direct response processing. It generates a target group based on the segment that is assigned to the campaign element.	Segment (Profile)
WS14000063	Create Target Group and Send to Channel	Can be assigned to any campaign element except those used for direct response processing. It works in the same way as Create Target Group but executes the step right away.	Communication Medium, Segment (Profile)
WS14000064	Send E-Mail to Person Responsible	Can be assigned to any campaign element in the process. The only purpose of this element is to send an e-mail to the person responsible for this step. The e-mail content is not the text in the workflow but the content of the mail form assigned to the step.	Mail Form, Campaign Element Description, Person Responsible or Partner Function.
WS14000065	Approval by Employee Responsible	Can be used if you wish to perform a milestone approval for a certain step within a process. A workflow e-mail is sent to the employee responsible for this step.	Employee Responsible or Corresponding Partner Function.
WS14000066	Add BP to Target Group	Can be used for any campaign element which is used for direct response processing. It is used to add an account or prospect that responds in a certain way to a segment assigned to a campaign element.	Segment (Target group)
WS14000067	Remove BP from Target Group	Is a supplement to Add BP to Target Group. It is used to remove an account or prospect responding in a certain way to the segment assigned to campaign element.	Segment (Target group)
WS14000068	Start Target Group Optimization	Is assigned to the campaign element preceding an optimization element. It triggers the split of a target group according to the business constraints defined in the optimization element and assigns the split target groups to the campaign elements succeeding the optimization element.	Segment (Target Group), Optimization Node (Successor).
WS14000069	Transfer Responder to Channel	Can be assigned to any campaign element that follows a decision node. It is used to directly contact the account or prospect that responded to the step preceding the branching node.	Communication Medium
WS14000070	Start Follow-up Step Without Execution	If you require additional workflow functionality to model your campaign processes, you can use this workflow as a template. It already contains parameters and implementation methods that are used within a campaign process.	None

Activities

You can start the workflows in campaign automation by doing the following:

Click the Start Process pushbutton in campaign automation to trigger the Start Campaign Process workflow.
This workflow then triggers or schedules the workflow assigned to the first campaign element within the process.
The workflow assigned to the next campaign element is triggered or scheduled.

More Information

Workflow for Approving Marketing Campaigns

SAP Business Workflow in Campaign Automation

Workflow Builder

Campaign Automation