hybris Marketing

Target Groups and Campaigns

May 2015

Objectives

At the end of this lesson, you will be able to:

Explain the functions of Target Groups and Campaigns
Understand the settings for Target Groups, Campaigns and Export Definitions

Early Knowledge Transfer

Customer

Agenda

Target Groups

Campaigns

Landing Page and Details

Categories and Actions

Static / Dynamic and Snapshot Capability

Late Assignment of Target Group and Category

Segmentation History

Scheduling, Periodic Execution and Automation

Team and Instance Authorization

Enhanced Success Reporting

Status and Actions, Process of Completion

Integration to SAP Jam

Target Groups and Control Groups

Team and Instance Authorization (see Target Group)

Operations Merge, Intersect and Subtract

Advanced Status Management + Fiori App to release Campaigns

Target Groups for Contact with Objects

Target Groups for Contact for Contracts
Advanced Status Handling
Fiori App Release Target Groups
Extensibility of Detail UI and Member List

Miscellaneous
Quick Filter Tiles
Data Aging
Screen Control for restricted Access Authorization
Follow-Up Actions / Outbound Processes

Early Knowledge Transfer

Customer

Target Groups

Target Groups Landing Page

Toggling
My/All

Quick
Filter tiles

Target groups can be found on the

corresponding overview page:
Toggling between owner (i.e. My/All
Target Groups) and free-text search
for faster search. After toggling to
classical list more filter options are
offered

Free-text
search

Toggle to
list
Operations
Differentiation between target
groups for accounts and contacts
with icon

Manual
Creation for
Contacts and
Accounts

Personalization is decided implicitly

for tile/list view, table list columns,
quick filter and my/all selection.
Attributes from table view can be
made visible or disabled.

Multiselect
of tiles for
Operations

Creation of a manual target groups

Target group operations to merge,
intersect and subtract target groups;
multiple target groups can be selected
therefore

Navigation to Segmentation Model

with icon
Ability disable /
enable attributes for
the table view

Early Knowledge Transfer

Navigation to expanded segmentation

model, via the corresponding icon or
the hyperlink in the table, sets focus
on corresponding segment
Target groups for accounts and
contacts can be distinguished via the
icon on the tile

Customer

Target Groups Details

Add/Remove Member
manually for static
Target Groups

Within in a target group, name,

description and can be refined as
long as the status is In
Preparation or To Be Released.

Change
name

Contacts and Accounts can be

added or removed manually to
static target groups

Navigation to
Segmentation
Model

Change
description

The owner can be changed and

team member can be assigned on
the team facet
Ability disable /
enable attributes for
the table view

A target group is transferred to

SAP CRM with the button
Release
Export Definition can be assigned,
for example to use the export
functionality via SAP CRM
Logos for accounts and pictures for
contacts can be displayed in the
business card view

Create new campaigns for

released target groups

Early Knowledge Transfer

Customer

Target Groups Static / Dynamic and Snapshot Capability

User can
manually
enable/disabl
e snapshots

User can
change
manually to
static by
pressing the
icon

Settings can be changed as long as

the target group is in status In
Preparation or To be Released.
Snapshot
Analysis shows
statistics about
the number of
members and
joiner/leavers

For example target group can be

changed from dynamic to static
and backwards or snapshot tracking
can be enabled/disabled
Snapshot tracking can only be
enabled for dynamic target groups
Snapshot Analysis shows statistics
about number of members and
joiners/leavers per snapshot date

Default Customizing for

static/dynamic and snapshot
functionality is specified as desired

Early Knowledge Transfer

Customer

Target Groups Segmentation History

The snapshots are
displayed with their
dates of creation, with
the most recent
snapshot at the right.

For target groups created in segmentation, the new

Segmentation History facet shows the different snapshots
for a segmentation model. A snapshot of the segmentation
model is taken, when
a. A snapshot is taken for the member list of a dynamic
target group
b. The status of a target group is set to To Be Released
or Released, or back to In Preparation when an
approval is rejected
c. a static or dynamic target group is created
The system automatically displays the current
segmentation model at the bottom of the screen, with the
focus on the corresponding segment

The segment summary

can be opened and
shows the procedure of
segmentation steps

For dynamic target groups, snapshots are only displayed

for segmentation models that have been changed
For static target groups, snapshots are only displayed
when the target group status has been changed
All snapshots of the segmentation models are displayed
for target groups, including the snapshots of the target
groups which use the target group in operations

If changes in segmentation models shall not be

reflected in target group snapshots, it can be
specified in the customizing option Set Defaults for
Target Groups via the checkbox Ignore.
Early Knowledge Transfer

Customer

Target Groups Team Facet and Instance Authorization

Team Facet

Owner can be
set via the
crown symbol

The facet shows all users which build the team

of a target group

Team Members
can be added,
either
individually or
on behalf of
User Lists

Users can be added, individually or on behalf

of a user list, and deleted from the team
The owner of the target group can be changed
via the crown symbol
In the target group search the My Target
View button filters for those target groups
where the user is member of the target group
team

Access to
Object Instance
is controlled via
marketing area

Changes are possible as long as the target

group is in the In Preparation or To Be
Released.
Instance Authorization
The user has access to a target group only if
his user is assigned to the marketing area
The marketing area must be specified when
the target group is created.

When a target group

is created the
marketing area is
proposed from the
authorization profile
of the creating user

The user finds under My

the objects where his
user is assigned to the
team, regardless whether
he is owner of the target
group

Early Knowledge Transfer

The user finds

only target groups
where his user is
assigned to the
marketing area or
individually to the
team

The available marketing areas of a creating

user are proposed from the specified values of
the authorization object HPA_MKT_AR
It is possible to grant permission to Display
and Edit on the level of marketing areas
Customer

Target Groups Status and Possible Actions

Category
Status

Static
Add/ Remove
Members

Change to
dynamic

Dynamic
Enable/disabl
e snapshot
tracking

Add/
Remove
Members

Change to
static

Enable/disable
snapshot
tracking

Yes means that

button is active and
action can be
performed

No means button
is deactivated or
invisible

Take
snapshot

In Preparation

Yes

Yes (1)

No

No

Yes

Yes (2)

No

To Be Released (3)

Yes

Yes (1)

No

No

Yes

Yes (2)

No

Discarded

No

No

No

No

No

No

No

Released

No

No

No

No

No

No

Yes

Completed

No

No

No

No

No

No

Yes

Special use Cases:

As soon as the member list is adjusted manually by adding/removing accounts/contacts, the target group can no
longer be set to dynamic, but remains static.

When switching from dynamic to static, snapshot tracking is automatically disabled;

when switching back to dynamic, the default customizing for snapshot tracking is taken into account again

Desired change ability require that Enable Editing of Target Groups is activated in customizing option Activate
Advanced Status Management
Early Knowledge Transfer

Customer

Target Groups Process of Completion

Quick Filter to
identify completed
target groups

User can complete released target

groups to make sure that a further
use in campaigns is not possible
anymore

The completed
status is indicated
with this icon

Nevertheless the system triggers

also a rebuild of already completed
target groups, which are still used in
active campaigns
Completed Target groups can be
filtered out explicitly in the Target
Group search
Completion is a prerequisite, that
target groups can be archived, i.e.
set to/deleted from cold memory

The Target Group

can be completed
with the button on
the button

Early Knowledge Transfer

Customer

Target Groups and Control Groups

Control groups are defined as
specific target groups and
assigned to one or multiple
target groups.

Control Groups are used to analyze the

effectiveness of marketing measures and can be
distinguished from target groups by the fact, that
the members of a target group are contacted, and
the members of a control group are not.

Campaigns trigger a rebuild for

dynamic target group as well as
for control groups.

Control Groups are assigned in the

header of a target group

Early Knowledge Transfer

The Impact Analysis of

Campaigns compares the
success, for example the sales
volume for the members of a
target group with the results of
the members of the control
group.
Released control groups are
categorized as control groups in
SAP CRM as well

Customer

Target Groups Operations Merge, Intersect and Subtract

Multiple target groups can be merged
or intersected to a new target group
Multiple target groups from different
sources can be subtracted from one
base target group
New target groups In
preparation appear in the
operation pane
Prepare a new target group
header which contains the
sources for the operation

Target groups must be in status

released or completed
The target group can have different
sources (e.g. different segmentation
models, relationship analysis or
manually created target groups
If at least one target group is
dynamic, the default for the new
target group is dynamic as well

Navigation to the details

for checking and removing
target groups is desired

Early Knowledge Transfer

If the target groups being used for a

operation are assigned to different
marketing areas and the user has
access to them, a new target groups
can be created

Customer

Target Groups for Interaction Contacts with Objects

The member list shows in addition

the CRM attributes for Partner
Function and the iObject

The member type Interaction Contact

Object can be used for a segmentation
object which is based on multiple key
attributes for contacts, relationship and
referenced objects
In standard besides the Interaction Contact
the logical key comprises the CRM
attributes iObject the Partner Function
Based on extensibility also other objects
and relationships can be used instead the
CRM iObject
Target Groups can be consumed in CRM
campaigns. The necessary enhancements
in SAP CRM are described in note
2117571
It might be used for example in use cases
for automotive customers to run
campaigns with target groups for contacts
with vehicles

Early Knowledge Transfer

Customer

Target Groups for Interaction Contacts with Contracts

The member list shows in addition

the CRM attributes for Partner
Function and the iObject

Target Groups for Contacts with

Contracts can be created for the
predictive segmentation scenario
Demo Insurance
The member type Contact for
Contracts is used for the
corresponding segmentation object
and segmentation profile of the
predictive segmentation scenario
Demo Insurance.
It might be used, for example, in use
cases for insurance customers, to
run campaigns with target groups for
contacts with contracts

Early Knowledge Transfer

Customer

Target Groups Advanced Status Management

New Quick-Filter for Target Groups
in Status To Be Released

With the Advanced Status

Management it is possible to
control that Marketing Experts
prepare target groups
and Marketing Manager review and
release it with the Fiori App
Release Target Groups (details
are found on next slide)
Release Target Groups is also
possible in hybris Marketing UI for
Target Groups, i.e. Fiori App not
mandatory
Target Groups can even be edited
in Status To Be Released, if
customizing is activated
Prerequisite:
areprepared,
prepared,the
After Target Group is
the marketing
expert
the
marketing
expert
setssets
the status
to
status
To be Released
To
be to
Released
or alternatively in
the Fiori App Release
Target Groups

Early Knowledge Transfer

Advanced Status Management

has to be activated in
Customizing
The new Authorization Object
CRA_STATUS has to configured
for all roles (e.g. Expert and
Manager)

Customer

Fiori App Release Target Groups

Search or group the list of target groups
by date, owner or segmentation model

Click on the link to the owner and display

details

Display details of the target group, the

segmentation criteria, the category of
target group, etc.

Display details of the contacts / accounts

for checking

Release target groups for use in

campaigns, Reject if additional
preparation is needed

Use standard Fiori functions to save

target groups as tile, send an email or
share a JAM group

Technical details can be found in the Fiori apps reference library www.sap.com/fiori-apps-library
Early Knowledge Transfer

Customer

Target Groups Extensibility of Detail UI and Member List

Extensibility of Details UI

Extensibility of Member List

The UI5 component based

extensibility concept enables
customer, without any code
modification, to

For segmentation based on nonSAP data sources, the required

member type of the target group
can be assigned to the to the
custom BOPF-Query.

extend or adjust the target group

details, for example by adding
new field to the key information

add new actions as buttons in the

footer area

change the layout of the business

card for interaction contacts

Needed Implementation Steps

Model a HANA-Attribute View with

the required output and searchrelevant attributes and if needed,
create a customer-specific result
structure

Create an enhancement for the

Business Object of the Target
Group

Define a custom-specific BOPF

Query and assign the AT-View to
the Query

Assign the Query Name either to

standard member type or custommember type in the customizing

For more detailed information refer to the extensibility guide on http://help.sap.com/cei

Early Knowledge Transfer

Customer

Campaigns

Campaign: Purpose
With a Campaign you can define marketing activities for a time period and a
specific target group.
There are activities for multiple chanels available (Email, SMS, File export,).
These activities can be executed in a single run, a periodic schedule or a
multiwave flow.
By analyzing the resulting interactions the success of the marketing activities can
be reported

Early Knowledge Transfer

Customer

Name Change and Redesign of Action Execution

Name Change
The object formerly known as Initiative has now been renamed to Campaign. Any
slides/screenshots in this presentation showing the name Initiative are still valid for
the campaign
Redesign of Action Execution
With the introduction of the new automation feature all actions are now executed
inside the automation instead of separate button functions

Early Knowledge Transfer

Customer

Campaigns
Overview and Search

Filter Area. Allows to restrict

the number of Campaigns
shown by the areas below.
All filters are connected
(logical AND)

Title and Tool Area. Title

with total number of filtered
Campaigns and tool buttons

Calendar Area. Allows to

view the dates and length of
currently filtered Campaigns
on a calendar.

Table Area. Shows a

detailed list of currently
filtered Campaigns.

Early Knowledge Transfer

Customer

Campaigns
Overview and Search

Filter Area. Allows to restrict

the number of Campaigns
shown by the areas below.
All filters are connected
(logical AND)

Title and Tool Area. Title

with total number of filtered
Campaigns and tool buttons

Calendar Area. Allows to

view the dates and length of
currently filtered Campaigns
on a calendar.

Table Area. Shows a

detailed list of currently
filtered Campaigns.

Early Knowledge Transfer

Customer

Campaigns
Overview and Search

Toggle between my and all

Campaigns

Quick filter tiles offer predefined

filtering for specific tasks.
Only one quick filter can be active at
the same time
(or none, as shown in this example)

Free-text search allows to filter by a

search term in common Campaign
fields

Hide calendar area

Create new
Campaign

Colors indiacte the

status of the
Campaign

Quick View (mouse over) and

navigation to Campaign detail view
(mouse click) on calendar object or
table element

Set calendar scale

It is possible to sort and filter on table
columns. This also influences the
calendar items.

Main channel

It is possible to re-arange and

show/hide columns on a per-user
basis (personalization)

Early Knowledge Transfer

Success indicator

Customer

Campaigns
Inspect, Refine and Follow-up

Tab Area. Allows access to specific content areas.

The active tab is marked in bold font.

Main Content Area. Shows the content of the

active tab.

Button Area. Offers buttons to execute status

changes on the entire Campaign.

Header Area. Shows the most

essential data of the Campaign

Early Knowledge Transfer

Customer

Campaigns
Inspect, Refine and Follow-up
Target Group member list

Success reporting

Impact analysis number of CRM objects inside analysis period of Campaign

Name and icon of the

Campaign

Team setup

Field for name change

Type and size
of target group

Main success
value

Definition of scheduling
and execution (see
separate document
Campaign Automation

Integration to SAP
Jam incl. Jam feed
Rich text notes

Category This controls for

some extend which tabs, fields
and buttons are available

Marketing area used to

restrict access

Analysis period: Influences the result in

the impact analysis and data aging

Assignement to a marketing
program

Link to a CRM Campaign (if

applicable)
Initial facet for general
information - contains key
figures and analysis settings

Items of interests assigned to

this campaign (see
documentation of interactions
in hybris Marketing)

Button to change the status to

Released

Button to change the status to

To be released (Advanced
status handling)

Early Knowledge Transfer

Button to reject from staus To be

released - changes the status to
In Preparation (Advanced status
handling)

Button to change the status to

Discarded

Button to change the status to

Completed

Customer

Campaign: Categories and Actions

Overview

Action:

Category:

An action defines any functionality which can be executed for

A category defines which actions can be executed for an

a released Campaign

An action is available for an Campaign if it is assigned to the

Campaigns category

It is possible to define custom actions

Since 1502 (SP6) actions are part of the new campaign
automation.

Pre-delivered actions:

CSV file export

Create CRM Activities
Create marketing leads in Cloud for Customer (C4C)
Send Email
Send SMS
Create CRM Opportunities
Create CRM Call List

Campaign. These actions can then be used in the new

automation view inside the campaign.

Multiple actions can be assigned to a category.

Execution modes:
Single immediate/scheduled execution:
The execution of one or more actions happens
immediately or scheduled.
Periodic execution:
Execution of action(s) is scheduled

In the Campaign overview you can search and filter by

category

Early Knowledge Transfer

Customer

Campaign: Categories and Actions

Customizing - Actions

The function of the action is defined either by a

class. Custom actions can be added with their
own function coding
Unique action ID

Obsolete

Text of action which will be visible in the dropdown

list to select an action in the automation detail view

Early Knowledge Transfer

Customer

Campaign: Categories and Actions

Customizing - Categories

Name shown in dropdown lists

Tooltip shown in dropdown lists to explain

what a category is meant for

Category Type:

Possibility to hide a
category if not set

Default Standard behaviour with check of marketing

permissions
Ignore Marketing Permissions

Obsolete

Newsletter Marketing permissions are ignored on

initial execution (but not on follow-up trigger actions).
Also used to mark a campaign as a newsletter for the
permission/subscription landing page

Enable periodic execution

Obsolete
Definition of interaction
types used for success
reporting

Early Knowledge Transfer

Customer

Campaign: Categories and Actions

Customizing Assigned Actions to a Category

Actions which can be

used in automation

Obsolete

Early Knowledge Transfer

Customer

Campaign: Late Assignment of Target Group and Category

Campaigns can also be created in the new spend

management. At that early stage no target group and
category is known. Therefore it is possible to assign these
attributes later. This is only possible when the Campaign
has the status In Preparation

Early Knowledge Transfer

Customer

Campaign: Automation and Scheduled/Periodic Execution

Automation
The execution of actions in the campaign is now handled in the new facet
Automation. Here you can assign one or more actions to the initial execution step.
Additionally you can define follow-up actions based on triggers like Email opened
or Click through (Multiwave).
Scheduled/Periodic Execution
Depending on the setting in the campaign category you have the following options
for execution:
One-time: Execute immediately or scheduled
Periodic: Specify first execution date/time and execution interval

Early Knowledge Transfer

Customer

Campaign: Automation Versions

You can create multiple versions in the Automation facet. The version is also
recorded in every campaign-related interaction. This allows a distinct reporting and
comparison between versions. Here are two scenarios for versions:
Newsletter Campaign
Every issue of a newsletter can be executed/sent with a separate version.
Periodic Campaign
Long-running periodic campaigns sometimes need to be changed with regards to
content. You can use versions to separate this and to do a comparison between
before and after a change.

Early Knowledge Transfer

Customer

Campaign: Success
Overview

Description
This function allows to monitor the success of an Campaign by analyzing the interactions which
occur as a result of the Campaign execution.
Preconditions
Target Group contain Interaction Contacts
Interaction profile is maintained in customizing and is assigned to the Campaigns category
Interactions are linked to the Campaign

Process / Features
Facet in Campaign thing inspector which shows all relevant interaction types and their success:

Number of interactions
Number of unique contacts
Percentage compared to total number of contacts in Target Group
Status (color of percentage bar) according to customized thresholds

Early Knowledge Transfer

Customer

Campaign: Success
Customizing

IMG SAP Customer Engagement Intelligence Campaign Define Interaction Profiles

Indicator: Main Goal

UI Sorting

Threshold Type

Target Value

IMG SAP Customer Engagement Intelligence Campaign Define Campaign

Actions and Categories

Positive Thresholds:

Negative Thresholds:

W2M (Weak-to-Medium)
All values below are red

G2M (Good-to-Medium)
All values below are green

M2G (Medium-to-Good)
All values above are green

M2W (Medium-to-Weak)
All values above are red

The default color is blue

The default color is blue

Assignment of Interaction Profile to

the Campaign Category

Early Knowledge Transfer

Customer

Campaign: Success
Enhanced Analysis of Interactions

Automation Version

Description of
interaction type

Member count of the executed version

Number of unique
contacts

Icon of interaction type

Details of interactions of
different emails and/or links
can be analyzed by
expanding the tree table

Total number of interactions

(only shown if different to number of
unique contacts)

Success in
Percent
Bar: Colored according to
threshold values

Indicator: This is the goal of

the Campaign

Early Knowledge Transfer

Customer

Campaign: Success
Link to Campaign
Only those Interactions are counted in the success facet which are linked to the Campaign. Initially only those
Interaction types are displayed which are defined in the Interaction Profile. If Interactions of different types are
assigned to the Campaign then those will also be displayed below those standard Interaction types.
There are two ways how Interactions obtain the link to the Campaign:
Campaign Action
Some Campaign actions also create a corresponding Interaction (example: Send Email). In that case also the
link to the Campaign is automatically created.
Assignment during upload process of Interactions
Interactions can be created by uploading data from external sources (e.g. email campaign systems). With this
BAdI you can add a link to an Campaign during upload:
IMG SAP Customer Engagement Intelligence Social Contact Intelligence Contact Engagement Business Add-Ins (BAdIs) BAdI:
Revise and Manage Interactions While Uploading

Early Knowledge Transfer

Customer

Campaign: Success
Example Scenario
Size of Target Group: 100
Interaction Type

Campaign Interests: Camera, DSLR Camera

Interactions

Success
ID

Smartphone

Shop Order

Camera

3%

Implicit assignment
by rules
(interests matches)

ID

DSLR Camera

ID

ID

No assignment
(date does not match)

Email Click Through

ID

ID

2%

ID

Email Opened

3%

ID

Email Sent
99 Successfully sent emails

ID
ID
Explicit assignment
(Campaign ID is passed directly by tracking
links)

99%

ID

Email Bounced

1%

Campaign Start / Analysis Start Date

Campaign End / Analysis End Date

Time

Example rules for implicit assignment of an Interaction to an Campaign (To be implemented in BAdI):
Interaction is not already assigned to another Campaign
Interaction date is between start and end date of an Campaign
At least one interest of interaction matches an interest of the Campaign
Interaction contact is member of Campaign Target Group
Early Knowledge Transfer

Customer

Campaign: Jam Integration

Overview

Description
This function allows to establish a link of an Campaign to a group in SAP Jam and execute posts and file
uploads to Jam
Preconditions
SAP Jam is installed
SAP Jam server is defined in CEI customizing
CEI user is also a Jam user

Process / Features

Create Campaign
Create and link Jam group or assign existing Jam group
Post status changes to Jam group
Automatic upload of export files to Jam group
Display Jam feed in Campaign

Early Knowledge Transfer

Customer

Campaign: Jam Integration

Customizing

General Jam Customizing

Server Settings
Application Server Settings
(IMG SAP Netweaver Application Server Basis Services
Collaboration SAP Jam Integration)

CEI Customizing
Define Settings for Integration of SAP Jam
(IMG SAP Customer Engagement Intelligence General Settings)

Early Knowledge Transfer

Customer

Campaign: Jam Integration

Jam Group Assignment

Assign Campaign to an existing

Jam group

Create new Jam group and assign it

to the Campaign

Early Knowledge Transfer

Customer

Campaign: Jam Integration

Jam Feed in Campaign Collaboration Facet

Jam Feed. Campaign posts on:

Early Knowledge Transfer

Assignment / De-Assignment

Status changes

File Export

Customer

Campaign: Jam Integration

Feed Post on Status Update

Early Knowledge Transfer

Customer

Campaign: Jam Integration

Jam Content Upload on every Campaign File Export

Note:
Since the introduction of the campaign automation the
export is triggered by a background job. To enable the
automatic upload of export files the job user must always
be invited to the Jam group before any export is
happening. That use must also accept the invitation to the
Jam group.

Early Knowledge Transfer

Customer

Campaign: Jam Integration

Link to Jam Page

Early Knowledge Transfer

Customer

Campaign: Advanced Status Handling

Overview

Description
A new status can be activated to mark Campaigns as To be Released which allows to control the
release of an Campaign separately. A marketing manager (somebody who has release
authorization) can now either release such an Campaign in the normal thing inspector or use a new
Fiori app called Release Campaigns

Preconditions
Customizing setting for the advanced status handling has to be activated

Process / Features
Set an intermediate status To be Released
Release the Campaign by someone else either in the normal UI or a new Fiori app
New quick filter To be Released

Early Knowledge Transfer

Customer

Campaign: Advanced Status Handling

Customizing

IMG: SAP Customer Engagement Intelligence

Campaign Activate Advanced Status Management

Early Knowledge Transfer

Customer

Campaign: Advanced Status Handling

Releasing Campaigns with the Fiori App

Fiori App

Early Knowledge Transfer

Normal Desktop App

Customer

Miscellaneous

Quick Filter Tiles

Overview

Quick filters are pre-defined filters that serve as an entry

point for a specific use-case.
Target Group
Quick Filters

Quick filters can be simple (Released: Status =

Released) or more complex (Active: All released
Campaigns with the current date between start and end
date)
Quick filters can be customized (name, tooltip and number
colour) and extended (add custom developed filter)

Campaign Quick
Filters

Early Knowledge Transfer

Customer

Quick Filter Tiles

SAP Standard Quick Filters

Campaigns

Target Groups
Icon

Name

Description

Recent

All recent Target Groups

In
Preparation

Icon

Name

Description

Active

All Campaigns that are released and have been started

(todays date after start date) but not yet ended (todays date
before end date).

Planned

Campaigns with status In Preparation and end date after

today and Campaigns with status Released and start date
after today.

Outdated

All Campaigns with status In Preparation or Released and

end date before today.

Periodic

All Campaigns that are executed periodically

To Be
Released

Campaigns that need to be released

Missing
Target
Group

All campaigns which do not have a target group assigned. (E.g.

campaigns coming from spend management)

All Target Groups with status In

Preparation

To Be
Released

All Target Groups with status To Be

Released

Released

All Target Groups with status Released

Closed

All Target Groups with status Closed

Early Knowledge Transfer

Customer

Quick Filter Tiles

Customizing

Quick Filters
Settings
Definition of Custom Quick
Filters

Assign to Target Groups or

Campaigns
Default Tile

Icon

Quick Filter Name

on UI

Obsolete

Tooltip
Early Knowledge Transfer

Set quick filter active

Customer

Data Aging
Includes deletion of old objects

Data Aging
Overview

Description
This feature allows to mark objects as cold and to delete them from the system. The following objects are
supported:

Target Groups
Campaigns
Interaction Contacts
Interactions

Preconditions
Object-dependent
Target Groups have to be either completed or discarded and require that related Campaigns are completed
Campaigns have to be either completed or discarded

Process / Features
Backend report to mark objects as cold. Objects can still be displayed afterwards.
Backend report to delete cold objects

Early Knowledge Transfer

Customer

Data Aging
Customizing

Residence Period
Age of an object that needs to be exceeded before
it can be set to cold. The age definition might be
different for each object.
(IMG Cross-Application Components Processes and Tools for
Enterprise Applications Reusable Objects and Functions for BOPF
Environment Archiving Adapter Maintain BO-Specific Residence
Periods)

Early Knowledge Transfer

Customer

Data Aging
Transactions

Object

Transaction to set Cold

Transaction to Delete

Target Group

CUAN_TG_SET_COLD

CUAN_TG_DEL_COLD

Campaign

CUAN_INI_SET_COLD

CUAN_INI_DEL_COLD

Interaction Contact

CUAN_CE_IC_SET_COLD

CUAN_CE_IC_DEL_COLD

Interaction

CUAN_CE_IA_SET_COLD

CUAN_CE_IA_DEL_COLD

Example: Campaigns

Early Knowledge Transfer

Customer

Screen Control for Restricted Access Authorization

Display and Changeability of Target Groups and Campaigns

With the settings in authorization object

HPA_OBJECT the access in the user interface can
be restricted

It can be controlled, for example, that

Target Groups or Campaigns cannot be
edited .
or buttons are invisible in the
thing inspectors

Early Knowledge Transfer

or it is not allowed to change

status or create new Campaigns

Customer

Overview of Follow-up Actions and Outbound Processes

There are several follow-up actions available to support outbound

processes, which are described in a separate presentation:
File Export (CSV)
Email
SMS
Creation of CRM Activities, Call Lists and Opportunities
Creation of C4C Marketing Leads
CRM Integration of Target Groups
Creation of a CRM target group
File Export (CSV) to CRM

Early Knowledge Transfer

Customer

Summary

Lesson Summary

You should now be able to explain and setup

Target Groups
Campaigns
Quick Filter Tiles
Data Aging
Screen Control for restricted Access Authorization
Know about follow-up actions and outbound processes

Early Knowledge Transfer

Customer

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Early Knowledge Transfer

Customer