Marketing Planning & Campaign Management

7/29/2019 Marketing Planning & Campaign Management

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Define Types/Objectives/TacticsUseCampaign types are used to help categorize individual campaigns or trade promotions (for example,telephone or e-mail campaigns) in the Marketing Planner . The campaign type is one of the attributes of acampaign which can be used to compare the success rate of different campaigns. There are no restrictionsto the number or category of campaign types you may define. In the Marketing Planner, they can beselected in the field Campaign Type on the tab page Basic Data.For example, you can create the campaigntype "KMP01" with description "Internet Campaign".

For coupon campaigns you can specify whether you want to use external or internal clearing for your coupons. Depending on this selection different fields will be displayed on the Coupons tab.You can also create and assign objectives specifically for this campaign type and/or create pairs of objectives and tactics for this campaign type. These must first be defined under Define Objectives andDefine Tactics respectively.

ActivitiesTo define a campaign type:

1. Choose New Entries and enter an ID and a description for the campaign or trade promotion.2. Under Coupon specify whether you want to use this campaign type for coupon campaigns and if yes, whether internal or external clearing should be used.3. Under Unused Assignments specify which of the objects may not be assigned to campaigns or trade promotions with this campaign type.4. Set the Activate Extraction of Target Groups indicator if you want the system to extract a list of business partners from the target groups attached to this campaign type to BW.

5. Set the Extract Mail Item GUID Attributes indicator if you wish the mail item GUID for thecampaign type to be extracted to BW.

If you then want to assign an objective to this campaign type:6. Select the campaign type and then choose Campaign Types/Objectives in the dialog structure.7. Choose New Entries and then use the search help to find the objective that you defined in theactivity Define Objectives

If you want to define a tactic to add to the campaign type and objective:8. Select the objective and choose Campaign Types/Objectives/Tactics in the dialog structure.9. Choose New Entries and then use the search help to find the tactic that you defined under Define Tactics





Change Status Profile for User StatusYou can use this activity to adapt General Status Management to your requirements.General Information on Status ManagementIn the SAP System, a differentiation is made between the following two statuses:

• System status

• User status

The following data is predefined in various central SAP tables and cannot be changed:

• An initial table contains all statuses that can be assigned by the system (system status).

• A second table contains a list of all business transactions.

• A third table (a) assigns one or more system statuses to each business transaction and (b)

determines whether the respective system is set or deleted for the business transaction.

• A fourth table specifies which business transactions are permitted for which objects (for example,

order header, order item).In combination, these assignments show you (a) the maximum system status possible for an object and (b)the business transactions by which this status is either set or deleted.Define Status Profile for User StatusIn this activity, you create status profiles for your own (user) statuses. You can specify the followinginformation in a status profile:

• You define user statuses and document their function. A status profile can contain one or more

user statuses.

• You determine the sequence in which the user statuses are run. This sequence is determined by

the status number. If you do not assign a status number to a user status, this status can always beset. Note, however, that only one user status with a status number can be active at any one time.When you assign a status number to a user number, you must also assign a highest and loweststatus number. These numbers restrict the status number range from which the user status can beselected.

• By means of Object types, you assign at least one object type to the status profile.

The assignment of the object type determines if the status profile can be assigned to thetransaction type and/or the item category.Example:If, for example, you assign the object type "CRM order header" to the status profile for quotations,you can only assign this status profile to transaction type header. If you assign the status profile for



quotations the object type "CRM Order Item", you can only assign the status profile to the itemcategory. If you assign both object types to the status profile for quotations, you can make theassignment to both the transaction type and item category.You assign the status profile to the transaction type or item category in Customizing for businessstransactions under Basic Settings -> Define Transaction Types or, Define Item Categories.

• You define the initial status that is automatically activated when the object is created.

• Choose Goto -> Workflow Management and specify:

o Which user status is automatically activated when a business transaction is executedo Which business transactions are permitted when a specific status is active

• In the status profile, you can define a transaction to be executed when a given user status is

reached, with the result that one or more system statuses and/or user statuses can be set or deleted.

ActivitiesDefine your user status for the applicable object types.









Define Product GroupsIn this IMG activity, you define the product groups which can be used when maintaining the product master on the sales screen.These product groups are not used in the standard system, and therefore cannot be used freely (for example, when evaluating).Notethese product groups must not be mixed up with the product group that is used for pricing.





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Marketing Planning & Campaign Management