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Unit 5: Target Groups and Campaigns: Week 1: CRM and Marketing Overview
Unit 5: Target Groups and Campaigns: Week 1: CRM and Marketing Overview
KEY BENEFITS
Marketing Expert ▪ Manage target groups. Predefined queries help to keep the overview
▪ Create, execute, and track campaigns. You can also create responses
Key activities & ▪ Manage response options for campaigns to track follow-ups
responsibilities:
▪ Identify and manage target
groups
▪ Design, execute, and track
campaigns
▪ Receive responses from
customers and capture
for further processing and
analysis
▪ Plan events for customers
▪ Involve the sales team and
makes sure that account
history is up-to-date
KEY MESSAGE
Target groups can be created by: 1
▪ Account and contacts list,
▪ Target Group wizard or
▪ By selected reports
(e.g. sales order volume)
After initial creation you can
always add more members
manually
2
3
KEY MESSAGE
Target groups can also be
intersected with or subtracted
from other target groups
▪ Manually add members
▪ Merge target groups
▪ Intersect target groups
▪ Subtract target groups
KEY MESSAGE
Sales and marketing employees can
mark accounts and contacts to be
excluded from outbound marketing
campaigns
3
1. Mark contacts to be excluded
from marketing campaigns per
communication channel (e.g.
mail, phone…)
2. Mark contacts to be verified
before being included in 1
campaigns
3. Include permission as criteria
for marketing target groups
2
4. Configure additional
communication channel
permissions
5. Set permissions using web
services e.g. from the Webshop
4
KEY MESSAGE
Responses to campaigns can be
created either in SAP Business 1 2
ByDesign by CSV upload or
automatically using the various
web services (e.g. Lead, Sales
Order etc.)
1. Manual response creation
from the campaign
2. Bulk creation of responses
from the campaign 3
3. By directly assigning the
campaign to the response
(e.g. lead, opportunity, sales
order etc.)
4. By Excel upload or web
service integration (e.g.
activity, lead, sales order for
Webshop, social media,
marketing automation) 4
© 2018 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7
Target Groups and Campaigns
Example – Webshop integration for campaign-specific pricing and tracking
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