c1c Crm702 Bb Configguide en Xx

8/11/2019 c1c Crm702 Bb Configguide en Xx

http://slidepdf.com/reader/full/c1c-crm702-bb-configguide-en-xx 1/9

SAP CRM 7.0 EHP2

July 2012

English

CRM Marketing Calendar

(C1C)

SAP AGDietmar-H!!-Allee 1""#1#0 $all%r& Germany

'uil%ing 'l() Cn&iguratin Gui%e



SAP Best Practices CRM Mar)eting Calen%ar *C1C+, Cn&iguratin Gui%e

Copyright

2012 SAP AG. All rights resere%.

SAP/ R/ SAP et$eaer/ Duet/ PartnerE%ge/ 'yDesign/ SAP 'usiness345e(ts E6!lrer/ Stream$r)/

SAP HAA/ an% ther SAP !r%u(ts an% seri(es mentine% herein as ell as their res!e(tie lgsare tra%emar)s r registere% tra%emar)s & SAP AG in Germany an% ther (untries.

'usiness 345e(ts an% the 'usiness 345e(ts lg/ 'usiness345e(ts/ Crystal Re!rts/ Crystal De(isins/$e4 8ntelligen(e/ 9(elsius/ an% ther 'usiness 345e(ts !r%u(ts an% seri(es mentine% herein as ellas their res!e(tie lgs are tra%emar)s r registere% tra%emar)s & 'usiness 345e(ts S&tare :t%.'usiness 345e(ts is an SAP (m!any.

Sy4ase an% A%a!tie Serer/ iAnyhere/ Sy4ase ";/ S<: Anyhere/ an% ther Sy4ase !r%u(ts an%seri(es mentine% herein as ell as their res!e(tie lgs are tra%emar)s r registere% tra%emar)s &Sy4ase 8n(. Sy4ase is an SAP (m!any.

Crssgate/ m=gi( EDD>/ '2' "0?/ an% '2' "0? Seri(es are registere% tra%emar)s & Crssgate AG in Germany an% ther (untries. Crssgate is an SAP (m!any.

All ther !r%u(t an% seri(e names mentine% are the tra%emar)s & their res!e(tie (m!anies. Data(ntaine% in this %(ument seres in&rmatinal !ur!ses nly. atinal !r%u(t s!e(i&i(atins mayary.

@hese materials are su45e(t t (hange ithut nti(e. @hese materials are !ri%e% 4y SAP AG an% itsa&&iliate% (m!anies *SAP Gru!+ &r in&rmatinal !ur!ses nly/ ithut re!resentatin r arranty& any )in%/ an% SAP Gru! shall nt 4e lia4le &r errrs r missins ith res!e(t t the materials. @henly arranties &r SAP Gru! !r%u(ts an% seri(es are thse that are set &rth in the e6!ress arrantystatements a((m!anying su(h !r%u(ts an% seri(es/ i& any. thing herein shul% 4e (nstrue% as(nstituting an a%%itinal arranty.

SAP AG Page 2 & #




Icons

Icon Meaning

Cautin

E6am!le

te

Re(mmen%atin

Synta6

Typographic Conventions

Type Style Description

Example text $r%s r (hara(ters that a!!ear n the s(reen. @hese in(lu%e &iel%names/ s(reen titles/ !ush4uttns as ell as menu names/ !aths an%!tins.

Crss-re&eren(es t ther %(umentatin.

Example text Em!hasiBe% r%s r !hrases in 4%y te6t/ titles & gra!hi(s an% ta4les.

E9AMP:E @E9@ ames & elements in the system. @hese in(lu%e re!rt names/!rgram names/ transa(tin (%es/ ta4le names/ an% in%ii%ual )eyr%s & a !rgramming language/ hen surrun%e% 4y 4%y te6t/ &re6am!le/ SE:EC@ an% 8C:DE.

Example text S(reen ut!ut. @his in(lu%es &ile an% %ire(try names an% their !aths/messages/ sur(e (%e/ names & aria4les an% !arameters as ell asnames & installatin/ u!gra%e an% %ata4ase tls.

EXAMPLE TEXT eys n the )ey4ar%/ &r e6am!le/ &un(tin )eys *su(h as F2+ r the

ENTER )ey.

Example text E6a(t user entry. @hese are r%s r (hara(ters that yu enter in the

system e6a(tly as they a!!ear in the %(umentatin. <Example text> aria4le user entry. Pinte% 4ra()ets in%i(ate that yu re!la(e these

r%s an% (hara(ters ith a!!r!riate entries.

SAP AG Page & #






CRM Marketing Calendar: Configuration uide

1 !urpose

@his (n&iguratin gui%e !ri%es the in&rmatin yu nee% t set u! the (n&iguratin & this4uil%ing 4l() manually.

" !reparation

#"#1 !rere$uisites

'e&re starting ith the installatin & this 4uil%ing 4l()/ !lease see the %(ument QuickGuide to Installing SAP Best Practices for CRM .

% Configuration

#%#1 Integrated Marketing Calendar

&se

@he mar)eting (alen%ar is %esigne% t a(t as a (entral entry !int an% t !ri%e a r)ingarea that gies yu an erie & all !rmtinal eents ithin a (ertain time range/!ri%ing 4asi( in&rmatin/ su(h as the name & the !rmtin/ status an% time range in the

&rm & 4ars. 8t als alls yu t (reate ne !rmtins r (am!aigns 4y (reating a 4ar %ire(tly in the a!!r!riate time range an% t res(he%ule any & yur !lanne% a(tiities 4yming r stret(hing this 4ar. >u (an als %elete the a(tiity r (!y it elsehere.

%#1#1 Define Role Settings

&se

8n this a(tiity/ yu maintain the &inal rle-%e!en%ant ste! &r arius settings in the (alen%ar.

De&ault Settings

De&ine Rle Settings

8n this &l%er yu maintain the &irst & the rle-s!e(i&i( settings. Du4le-(li() ne & the &ie4usiness user rles that SAP %eliers. @he settings yu (an ma)e here in(lu%e the&lling,

o General settings su(h as the aaila4ility & the (alen%ar in an e%ita4le m%e/ the

s!lit (alen%ar/ time !eri% restri(tins.

o Sear(h relate% settings su(h as the aaila4ility & the &ilter sear(h/ an% a%an(e%

sear(h areas/ !arameters that %etermine h tiles are gru!e%.

o Result %is!lay relate% settings &r the gra!hi(al %is!lay area & the (alen%ar su(h

as the %e&ault times(ale/ the %e&ault (alen%ar stru(ture that shul% 4e use%/ an%s n.

SAP AG Page ; & #




!rocedure

1. A((ess the a(tiity using the &lling naigatin !tins,

Transaction code SPR3

S'! CRM IM enu Customer Relationship Management → Marketing →

Marketing Planning and Campaign Management → Integrated Marketing Calendar → efine Role Settings

2. 8n the le&t s(reen Dialog Structure (hse Define Role settings!

. 8n the right in% Define Role settings sele(t the 'usiness Rle MARE@8GPR3

. Chse C!y as *I"+. 8nsert yur target 'usiness Rle a((r%ing t the list 4el/ e.g.>'PM@MA an% Enter. $hen (!ying/ (hse Copy all an% a((e!t the in&rmatinin% 4y (li()ing Enter .

8& ne(essary re!eat the a.m. !r(ess als &r the rle 'PM@EMP:

Role to Copy usiness Role Description

M'R*+TI,!R- >'PM@MA 'P Mar)eting Manager

M'R*+TI,!R- >'PM@EMP: 'P Mar)eting Em!lyee

Result

yu hae su((ess&ully assigne% a layut & the mar)eting (alen%ar t yu 4usiness rle.

%#1#" Define Role Settings . Select -/0ects 'lloed forCreation

!rocedure



S'! CRM IM enu Customer Relationship Management → Marketing → Marketing Planning and Campaign Management → Integrated

Marketing Calendar → efine Role Settings

2. 8n the le&t s(reen %ialg stru(ture (hse efine Role settings!

. 8n the right in% efine Role settings/ sele(t the 'usiness Rle >'PM@EMP:.

. 8n the le&t s(reen %ialg stru(ture/ (hse Select "#$ects Allo%ed for Creation.

;. Chse &e% Entries.

". 8nsert a ne "#$ect '(pe MP@.

SAP AG Page " & #




7. Chse Sa)e.

. Chse "#$ect '(pe MP@.

#. 8n the le&t s(reen %ialg stru(ture/ (hse Assign Su# "#$ects!

10. Chse &e% Entries!

11. 8nsert a ne "#$ect '(pe CPG.

12. Chse Sa)e.

1. E6e(ute the same ste!s 1 t 12 &r 'usiness Rle >P'M@MA.

Result

yu hae su((ess&ully alle% a%%itinal 45e(t ty!es &r (reatin in the 8ntegrate%Mar)eting Calen%ar.

%#1#% 'ssign Marketing !ro0ect Types and -/0ectives to aCluster

&se

8n this CustmiBing a(tiity/ yu s!e(i&y the mar)eting !r5e(ts that shul% 4elng t a (lusteran% i& ne(essary/ the 45e(ties &r eery mar)eting !r5e(t ty!e yu ant t all in the(luster.

!rocedure

*! A((ess the a(tiity using the &lling naigatin !tins,



Marketing Planning and Campaign Management → Integrated

Marketing Calendar → Settings for Cluster → Assign

Mar)eting Pr5e(t @y!es an% 345e(ties @ A Cluster

+! 8n the le&t s(reen %ialg stru(ture/ (hse Assign Marketing Pro$ect '(pes and"#$ecti)es to a Cluster!

,! e entries,

Cluster ID Type Cluster Description Type Description

C2&ST+R34 >002 Dire(t Mar)eting Pr%u(t Prmtin

C2&ST+R34 >00 Dire(t Mar)eting Mar)eting Prmtin

C2&ST+R35 >002 Dire(t Mar)eting Pr%u(t Prmtin

SAP AG Page 7 & #





C2&ST+R35 >00 Dire(t Mar)eting Mar)eting Prmtin

-! Delete entries,


C:S@ER DRM: Dire(t Mar)eting

C:S@ER EM@ Dire(t Mar)eting

C:S@ER 8CP Dire(t Mar)eting

C:S@ER $S: Dire(t Mar)eting

C:S@ER @E:M Dire(t Mar)eting

Result

yu hae su((ess&ully assigne% yur Pr5e(ts @y!es t yur Iilter Cluster.

%#1#4 Define Structures

&se

8n this CustmiBing a(tiity/ yu s!e(i&y the hierar(hy ie & the 8ntegrate% Mar)etingCalen%ar.

!rocedure




Marketing Planning and Campaign Management → Integrated

Marketing Calendar → efine Structures

2. 8n the right s(reen efine Structures/ (hse Stru(ture 8D H8ERARCH>8E$.

. 8n the le&t s(reen efine Structures/ (hse efine Structure .ierarch( .

. e entries,

ClusterCo/ination

Cluster ID Sort -rder +dita/le Cluster Default+6pansion 2evel

C73M'ST+R C:S@ER 1 a(tiate% 0 All :eels

;. Sele(t the Cluster Cm4inatin ia I hel!/ therise the 8D ill nt 4e ta)en er int

the ta4le.

SAP AG Page & #




". Chse Sa)e.

%#1#8 Define Target Systes

&se

8n this a(tiity yu %e&ine the RIC %estinatin t yur SAP '$ an% SAP SEM system.

You have to maintain RFC destinations even in case no SAP BW or SAP SEsystem is used! as the entry is per default mandatory"

!rocedure




Marketing Planning and Campaign Management → S(stem

/andscape → efine 'arget S(stems 0ERP1 BI1 SEM1 cPro2

2. Enter RIC %estinatins &r the i%enti&i(atins M@P:'$ an% M@P:SEM as &lls,

• SAP '$ is use% 4ut SAP SEM is nt use%,

Assign the RIC %estinatin t the SAP '$ system t 4th i%enti&i(atins.

• SAP '$ an% n SAP SEM is use%,

8n this (ase yu still hae t enter an RIC %estinatin 4e(ause an entry is man%atry.

Create a %ummy RIC %estinatin ith (nne(tin ty!e KL using transa(tin (%eSM;# an% assign this RIC %estinatin t 4th i%enti&i(atins.

• @he entry M@P:R is nly releant &r nline integratin. Ir the integratin ty!e

Middle%are/ the %estinatin is %etermine% &rm the (rres!n%ing site attri4ute in themi%%leare settings.

SAP AG Page # & #

Documents

c1c Crm702 Bb Configguide en Xx