Campaign Wizard
Technical Name of Business Function |
|
Type of Business Function |
Enterprise Business Function |
Available From |
SAP enhancement package 1 (SP08) for SAP CRM 7.0 |
Technical Usage |
CRM core |
Application Component |
Business Partners ( Segmentation ( Marketing Planner ( |
Required Business Function |
Not relevant |
You can use this business function to create and execute simple campaigns by following a guided activity. It is intended for the following lines of business:
Marketing
Sales
This business function is especially useful for creating and executing campaigns focusing on single target groups, for example small mailing campaigns. It supports marketing professionals and sales professionals that do not create campaigns regularly and are not familiar with or do not require the full functionality of segmentation and campaign management in SAP CRM. Depending on the selections made during the guided activity, a campaign can be created and executed in as little as three steps.
Prerequisites
You have installed the following components as of the version mentioned:
Type of Component |
Component |
Required for the Following Features Only |
|---|---|---|
Software Component |
|
Features
Step-by-step Guided Activity for Creating and Executing Simple Campaigns
A guided activity supports you in creating and executing simple campaigns. If you select an existing target group, you can create and execute a campaign in as little as three steps. Creating a new target group adds two steps to the process.
The guided activity reduces the information you have to enter to a minimum while also offering support in selecting and entering the correct information. It thus minimizes the required training effort as well as the risk of error.
Simple Target Group Creation Using Accounts or Contacts
As the first step in the guided activity, you create a new target group or select an existing target group for your campaign. If you choose to create a new target group, you can select from the following business partners:
Individual accounts
Corporate accounts
Contacts
The selection of business partners is based on the advanced search help screens and enables you to define criteria and select from the search result list. Following your initial selection, you can refine your target group by adding or removing additional business partners.
Lean Campaign View for Quick Set-Up of Relevant Campaign Information
As the next step in the guided activity, you enter the required campaign details in the campaign set up screen, for example the type of campaign and the communication medium you intend to use. The lean campaign view is based on regular campaign management in SAP CRM, but is streamlined for simple campaigns and only requires a minimal amount of input from you to create a campaign.
E-mail Campaign Personalization and Preview
For e-mail campaigns, the campaign set up screen also enables you to preview and check the content and layout of the mail form you have selected for your campaign. If the mail form contains a place holder for personalized content, you can add text and adapt it to fit your campaign.
Finalize and Execute a Campaign with a Single Click
As the last step in the guided activity, you decide if you want to execute the campaign immediately or schedule it for a later date with as little as a single click. In addition, you can choose to navigate to the campaign overview page and access the assignment blocks and features available in regular SAP CRM campaign management.
Example
A sales representative only uses SAP CRM occasionally to create small e-mail campaigns. With the help of the Campaign Wizard
he can now choose to be guided through the entire process in a few simple steps.
The guided activity makes it easy for him to select the customers he wants to contact and supports him in entering the required campaign details. It also allows him to preview the content and layout of the e-mail before finalizing and executing the campaign with a single click.