CRM Marketing and Campaigns

How to create a campaign from start to finish:

1. Each campaign runs off a dataset, the dataset can consist of data from:
a. The CRM system
b. A different ECC system
c. Or BW (and some other external systems)
2. The current method of getting data into campaigns is using infosets.
(SQ02)
a. There are several ways of creating infoset:
i. Table Joins Easy to implement, but difficult to maintain for
complex queries
ii. Data Reading Program Takes a bit longer to create, but
extremely dynamic (Code is in ABAP)
3. The Infoset is created on the system you wish to retrieve data from and is
called via marketing architecture to retrieve the data from that system.
4. Once the infoset is complete, it needs to be connected to the CRM system.
5. This is done on CRM TCODE CRMD_MKTDS.
a. This transaction has several functions:
i. Creating of dataset Creates a connection to other systems
via RFC and specifying infoset stored on that system
ii. Creating an attribute list for that dataset Attribute lists of a
list of fields that you easily configure (based off infoset fields)
to be input/output or both. Names of fields for display can
be changed and single/multiple value property can be set.
Attribute list is what the user sees when creating
segmentation for campaigns.
6. Once all this is completed The campaign can be tested from crm via
TCODE WUI. This will open the Web UI for CRM. Choose the role as
MSK/M24/Newspapers/Associate Campaign Admin.

What is campaign, segment, target group and channels.

Campaign is automated mechanism (container) for executing segments.
Segments contains attribute restriction based on scenario. Segment results are
stored in target groups.
Target groups are BPs. The result set of campaign is always BP driven.
Channels is for example SMS, email , call list. Basically the mechanism that will
utilize the result set.

What happens when I execute a campaign?

1. On CRM when executing a campaign, the CRM architecture calls several
standard functions (which can be debugged).
2. The first thing that happens, is a check on system to see destination of call
(via Infoset, BW, etc)

3. In our case, the infoset definition is read from ECC, a query is auto
generated for this infoset (based on input fields selected on campaign),
and it is called via RFC.
4. Infoset code is called, data is sent as result.
5. To test, simply click COUNT on Segment. No need to create all components
on CRM for campaign while still developing.

Debugging
Below I attached 2 screen shots showing where debugging should take place.
Use external break-points. These break-points will kick from CRM WEB UI.
1. Showing first function module CRM architecture is calling:

2. Showing the call via RFC to external system

A real life example: Creating the Credit Card Expiry Campaign for
MSK
ECC System:
TCODE SQ02 (Infosets) Infosets are done in Global Area under ZCRM in
Role/Group Assignment

As you noticed this is a Data- Reading Program (Meaning most of the work is
done using ABAP)

Fields groups: If the field does not exist on the field group (Right side box) It will
not available for use in field attributes on the CRM side.

Click Code (or SHIT + F8) and goto data reading program tab

Below is copy out code with explanations written in orange

report rsaqdvp_template .
*
*---------------------------------------------------------------------*
*
declarations
*
(insert your declarations in this section)
*---------------------------------------------------------------------*

Comes standard:{
data:
zcrm_seg_msk_ccexpire_struct
type zcrm_seg_msk_ccexpire_struct
it_data type standard table of zcrm_seg_msk_ccexpire_struct .
}
Can be added as your standard: Will always be required {
data: lt_selections
type standard table of rsparams,
ls_selections
type rsparams,
lt_fieldinfo
type table of rsel_info,

ls_fieldinfo
lv_repid
lv_name
lv_yday
lv_sy-uzeit

type
type
type
type
type

rsel_info,
syrepid,
rsscr_name,
sy-datum,
sy-uzeit.

Custom data definition:

Lt_period is a field we going to populate based off selections inputted
into infoset{
data:
lt_period
data:
ls_period
}

type zcrmt_seg_period.

type zcrm_seg_period.

Comes standard:{
field-symbols: <struc> type zcrm_seg_msk_ccexpire_struct

}
*-------------------------------------------------------------------*
*
selection screen statements
*-------------------------------------------------------------------*
*
(define your selection-screen here)
* !! the following comment MUST NOT BE CHANGED !!
*<QUERY_HEAD>
*-------------------------------------------------------------------*
*
read data into IT_DATA
*-------------------------------------------------------------------*
* (select your data here into internal table IT_DATA)

Add as your standard Used to get values from selection variables:{

lv_repid = sy-repid.
*** read selections of query
call function 'RS_REFRESH_FROM_SELECTOPTIONS'
exporting
curr_report
= lv_repid
tables
selection_table = lt_selections.
*** get fieldinfos for selections
call function 'RS_REPORTSELECTIONS_INFO'
exporting
report
= lv_repid
tables
field_info = lt_fieldinfo.
}

Used to move values from selection screen tables to internal variable we

created for use in function module below this for selecting data:{
call method zcl_crm_mkt_msk_attribs=>seg_cc_expire
exporting
it_selections = lt_selections
" ABAP: General Structure for PARAMETE
RS and SELECT-OPTIONS
it_fieldinfo = lt_fieldinfo
" Transfer structure, info about report
selections
importing
lt_period
= lt_period.
}
Does the selections using the variable we just populated:{
call function 'ZCRM_SEG_MSK_CCARD_EXPIRE'
exporting
it_period = lt_period
tables
et_data
= it_data.
}
*------------------------------------------------------------*
*
output of the data
*
(this section can be left unchanged)
*------------------------------------------------------------*
Comes standard:{
loop at it_data assigning <struc>.
move-corresponding <struc> to zcrm_seg_msk_ccexpire_struct
* !! the following comment MUST NOT BE CHANGED !!
*<QUERY_BODY>

Becareful {On generation all selection values are checked here by SAP
Autogenerated. So, the field in structure being checked should have the
value it is expecting
}
endloop.
}

Class ZCL_CRM_MKT_MSK_ATTRIBS
method SEG_CC_EXPIRE.
data: ls_fieldinfo type rsel_info,
ls_selections type rsparams.
data: ls_period type

zcrm_seg_period.

read table it_fieldinfo into ls_fieldinfo with key dbfield = 'ZCRM_SEG_MS

K_CCEXPIRE_STRUCT-PERIOD'.
if sy-subrc = 0.
read table it_selections into ls_selections with key selname = ls_field
info-name.
if ls_selections-low is not initial.
ls_period-sign = ls_selections-sign.

ls_period-option = ls_selections-option.
ls_period-low = ls_selections-low.
ls_period-high = ls_selections-high.
append ls_period to lt_period.
endif.
endif.

endmethod.

Function Module Code - ZCRM_SEG_MSK_CCARD_EXPIRE

data: begin of lt_data occurs 0,

partner type bu_partner,
addrnumber type adrc-addrnumber,
end of lt_data.
data: ls_period type zcrm_seg_period,
lv_date type sydatum.
if not it_period[] is initial.
read table it_period into ls_period index 1.
if sy-subrc = 0.
case ls_period-low.
when '1M'.
lv_date = sy-datum + 30.
when '2M'.
lv_date = sy-datum + 60.
when '1W'.
lv_date = sy-datum + 7.
endcase.
endif.
endif.
*

*
*
*
*

select to get data - create a new internal table to cater for address
select t6~kunnr as partner "t7~partner
into corresponding fields of table lt_data
from veda as t1
inner join fpla as t2
on t2~vbeln = t1~vbeln
inner join fpltc as t3
on t3~fplnr = t2~fplnr
inner join but0cc as t4
on t4~ccnum = t3~ccnum
inner join ccard as t5
on t5~ccins = t4~ccins and
t5~ccnum = t4~ccnum
inner join vbpa as t6
on t6~vbeln = t1~vbeln
inner join but000 as t7
on t7~partner = t6~kunnr
inner join adrc as t8
on t8~addrnumber = t6~adrnr

where t5~datbi >= sy-datum and

t5~datbi <= lv_date and
t1~VBEGDAT <= sy-datum and
t1~VENDDAT >= sy-datum.
sort lt_data.
delete adjacent duplicates from lt_data comparing all fields.
delete lt_data where partner is INITIAL.
loop at lt_data.
*
Get telephone data - Why?
*

Append data to result table

et_data-partner = lt_data-partner.
et_data-period = ls_period-low.
append et_data.
endloop.

CRM System:
TCODE CRMD_MKTDS (Maintain datasources and attribute lists)

Datasets:

The RFC used is set as well and infoset name on the external system.
You will need to say which field return either the BP or BP GUID.
Save and its complete.

Attribute Lists:
When creating a new attribute list:

You assign the datasource you created easlier, and click update attributes
whenever you change fields on field groups on infoset in ECC.
Whichever field is selected means it can be used in the Campaign creation
screen.

Used to set description and attribute values allowing it to be single selection or

multiple.

Creating a filter criteria It allows a user using the campaign to use defaults
values that can be pre-defined here.

Important During Creation of infoset on ECC if an attribute will require a

search help (in this case 1M, 2M, 1W as values for using period in this
campaign) it must be defined against the domain on the field used in infoset on
ECC.

Click save and everything is ready. Now to just test this campaign.

Some CRM Web UI Screens:

Choosing the Role:

Finding a segment/campaign:
Click marketing and then search:

Generally, the most developers would do is create the segment. This allows us to
test.
Lets find a segment recently created

This is the modeller: Used by users to add criteria for segments. (Selections)

If wanting to create the segment, first select attribute list:

Lets view the current selections:

Left Click on segment and select EDIT

Filters can be added and removed as user like:

To test this segment, select count This will execute infoset.

If count is greater than zero It means it returned a results.

Count refers to number of BPs returned. Count in this case is 1.

This is a view of the infoset I debugged:

FUNCTION /1BCDWB/IQG000000003513EXTR.
*"-------------------------------------------------------------------*"*"Local Interface:
*" TABLES
*"
%SELOPT STRUCTURE RSPARAMS
*"
%DTAB STRUCTURE /1BCDWB/IQG000000003513
*" CHANGING
*"
VALUE(%RTMODE) TYPE AQLIMODE
*" EXCEPTIONS
*"
NO_DATA
*"
NO_AUTHORIZATION
*"
ILLEGAL_PACKAGE
*"
CURSOR_NOT_OPEN
*"-------------------------------------------------------------------call function 'RSAQRT_SET_IDENTIFICATION'
exporting iqid
= %iqid
sscr_report = sy-repid
changing rtmode
= %rtmode.
if %rtmode-pack_on = 'X'.
raise illegal_package.
endif.
if %rtmode-pack_on = space or %rtmode-first_call = 'X'.
call function 'RSAQRT_FILL_SELECTIONS'
tables
selopt = %selopt
changing rtmode = %rtmode.
endif.

call function 'RSAQRT_INIT_TEXTHANDLING'

exporting class
= 'CL_TEXT_IDENTIFIER'
wsid
= 'G'
infoset = 'ZCRM_SEG_MSK_CC_EXPIRE'.
if %rtmode-no_authchk = space
and ( %rtmode-pack_on = space or %rtmode-first_call = 'X' ).
refresh %auth_tabs.
call function 'RSAQRT_AUTHORITY_CHECK'
exporting
auth_tabs
= %auth_tabs
auth_clas
= 'CL_QUERY_TAB_ACCESS_AUTHORITY'
changing
rtmode
= %rtmode
exceptions
NO_AUTHORIZATION = 1.
if sy-subrc = 1.
raise no_authorization.
endif.
endif.
*-------------------------------------------------------------------*
*
read data into IT_DATA
*-------------------------------------------------------------------*
* (select your data here into internal table IT_DATA)
lv_repid = sy-repid.
*** read selections of query
call function 'RS_REFRESH_FROM_SELECTOPTIONS'
exporting
curr_report
= lv_repid
tables
selection_table = lt_selections.
*** get fieldinfos for selections
call function 'RS_REPORTSELECTIONS_INFO'
exporting
report
= lv_repid
tables
field_info = lt_fieldinfo.
call method zcl_crm_mkt_msk_attribs=>seg_cc_expire
exporting
it_selections = lt_selections
" ABAP: General Structure for PARAMETE
RS and SELECT-OPTIONS
it_fieldinfo = lt_fieldinfo
" Transfer structure, info about report
selections
importing
lt_period
= lt_period.
call function 'ZCRM_SEG_MSK_CCARD_EXPIRE'
exporting
it_period = lt_period
tables
et_data
= it_data.
*------------------------------------------------------------*
*
output of the data
*
(this section can be left unchanged)
*------------------------------------------------------------*
loop at it_data assigning <struc>.
move-corresponding <struc> to zcrm_seg_msk_ccexpire_struct .
* !! the following comment MUST NOT BE CHANGED !!

if %rtmode-acc_check <> space.

%rtmode-acc_number = %rtmode-acc_number - 1.
if %rtmode-acc_number < 0.
exit.
endif.
endif.
check SP$00001.
call function 'RSAQRT_TEXTFIELD_REFRESH'.
%dtab-PARTNER = ZCRM_SEG_MSK_CCEXPIRE_STRUCT-PARTNER .
%dtab-PERIOD = ZCRM_SEG_MSK_CCEXPIRE_STRUCT-PERIOD .
append %dtab.
endloop.
read table %dtab index 1 transporting no fields.
if sy-subrc ne 0.
raise no_data.
endif.
endfunction.