Configuration of Marketing Attributes

SAP CRM 7.0 EHP1
September 2011
English
CRM Marketing Attributes
(C1A)
SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
Building Block Configuration Guide
SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Contents
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Configuration ui!e
1 "urpose
This configuration guide provides the information you need to set up the configuration of this
building block manually.
# "reparation
$#$1 "rere%uisites
Before starting with the installation of this building block, please see the document Quick
Guide to Installing SAP Best Practices for CRM.
$#$# SA" &otes
Before you begin the installation and configuration, read the relevant SAP Notes. These SAP
Notes contain important information for installation and configuration, and also corrections
concerning this building block.
Make sure that you have the most up-to-date version of SAP Notes. You can find the SAP
Notes on the SAP Service Marketplace (http://service.sap.com/notes).
SA" &ote Area Title
CRM Syste'
(Currently there are no relevant Notes for this building block.)
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
( Configuration
$($1 Attribute Sets for Custo'ers
($1$1 Creating Attribute Set )ith Attributes
*se
Marketing attributes are used as criteria for differentiating between business partners or
products. You can use attributes to perform individually tailored marketing activities; when you
create an attribute, you usually have a specific kind of marketing activity in mind. During
segmentation you use attributes as filter criteria.
An attribute set is used to group attributes created specifically within CRM Marketing together
for a marketing-related purpose. Each attribute set therefore contains those attributes
belonging to a business partner that are relevant for the purpose/application at hand.
"rere%uisites
Log on to the CRM WebClient with the user POWER_USER.
"roce!ure
1. Access the activity using the following navigation option:
SA" CRM +ebClient 'enu Marketing → Create: Marketing Attriute
2. First maintain the following mandatory data for the attribute set:
,iel! na'e *ser action an! values
ÌD BP_CUST_CLASS
Attribute Set (EN) Best Practices Customer Classification
Persons
Organizations X
Marketing Prospect
When creating a new Attribute Set, you have the option to choose Persons,
Organizations or Marketing Prospects. Ìn our chase we are going on with
Organizations.
3. From the application toolbar choose !ranslate in order to add the attribute set description
for every required language:
When creating new data manually, you need to maintain related translation-
sensitive data (descriptions, titles, texts etc.) for each required language (e.g., EN
and DE) in addition.
Target -anguage Attribute Set in Target -anguage
German (DE) BP Kundenklassifikation
Spanish (ES) BP Clasificación de Cliente
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Target -anguage Attribute Set in Target -anguage
French (FR) BP Classification clients
Portuguese (PT) BP classificação de clientes
Russian (RU) ER Knaccuqukauun knueufoe
Chinese (ZH) BP 客 分
Turkish (TR) BP Müçteri Sìnìflandìrmasì
Dutch (NL) BP Klanten Classificatie
Czech (CS) BP Klasifikace zákazníka
Ìtalian (ÌT) BP Classificazione dei clienti
Polish (PL) BP Klasyfikacja klienta
Danish (DA) BP Kundeklassifikation
Finnish (FÌ) BP Asiakasluokittelu
Japanese (JA) BP ベストプラクティス得意先分類
Norwegian (NO) BP Kundeklassifikasjon
Swedish (SV) BP Kundklassificering
Hebrew (HE) aii·o nip: BP
Korean (KO) BP 베스트 프랙티스 고객 분류
Hungarian (HU) BP Ügyfélbesorolás
Romanian (RO) BP Calificare client
4. Choose Back.
Ìf you set these indicators, you can maintain the attribute set for either, business
partners of type Persons" #rgani$ations" or Marketing Prospects% Ìf you just want to
maintain it for a single business partner type, set the flag only in one of the check
boxes.
5. Ìn the Attriutes assignment block choose Insert.
6. Maintain the following values:
,iel! na'e *ser action an! values Co''ent
Attribute Attended events Or another description.
Format Character Format
Only after entering the format here you will
be able to enter a description in the attribute
field.
Multi Value X Enables multiple Selections of the Attribute
7. Ìn the &alues assignment block, choose Insert and specify the values for this attribute, to
be selectable and the according description one after another like shown in the following
table:
ID .alue Default
TRADE_FAÌR Trade fair X
ROAD_SHOW Road show
ÌN_HOUSE_PRESENTATÌON Ìn-house presentation
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
ID .alue Default
VÌP_EVENT VÌP customer event
8. Choose Sa'e.
9. Optional :
Ìf you want to maintain the attributes and values in other languages than the log-on
language, too, choose !ranslate. Otherwise skip step 10.
10. Select the appropriate !arget (anguage, for example German, and enter the translated
description of the attributes and the attribute values.
Source -anguage (/&) Target -anguage (D/)
Attriutes
Attended events Besuchte Veranstaltungen
&alues
Trade fair Handelsmesse
Road show Ìnformationsveranstaltung
Ìn-house presentation Ìn-house Präsentation
VÌP customer event VÌP Veranstaltung
Target -anguage (/S) Target -anguage (,R)
Attriutes
Eventos Atendidos Evénements suivis
&alues
Feria Comercial Foire commercial
Gira de Negocios Tournée commerciale
Presentación interna Présentation interne
Evento para clientes VÌP Evénement pour clients VÌP
Target -anguage ("T) Target -anguage (R*)
Attriutes
Eventos atendidos Roceµeuun
&alues
Feira de negócios Bucfaeka
Road Show Rokas rapupyfa
Apresentação interna Rpeseufauun ua pory
Eventos para clientes VÌP Coõufue pnn VÌP-knueufoe
Target -anguage (01) Target -anguage (&-)
Attriutes
加的活 参 Bijbewoonde evenementen
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Target -anguage (01) Target -anguage (&-)
&alues
易展示 Handelsmarkt
路展 Road show
部演示 内 Ìn-huis presentatie
VÌP 客 活 .I" Klanten evenement
Target -anguage (CS) Target -anguage (TR)
Attriutes
Navstívené akce Katìldìgì Etkinlikler
&alues
Veletrh Ticari Fuar
Externí prezentace Ticari Gezi
Ìnterní prezentace Dahili Sunum
Akce pro VÌP zíkazníky VÌP Müçteriler için Etkinlik
Target -anguage (IT) Target -anguage ("-)
Attriutes
Eventi visitati Uczçszczane wydarzenia
&alues
Fiera commerciale Targi handlowe
Road show Objazdy handlowe
Presentazione interna Prezentacje wewnçtrzne
Evento per clienti VÌP Akcje dla klientów VÌP
Target -anguage (DA) Target -anguage (,I)
Attriutes
Besøgte arrangementer Osallistuminen tilaisuuksiin
&alues
Messe Messut
Road show Kiertue-esitys
Ìntern præsentation Yrityksen sisäinen esittely
VÌP kundearrangement VÌP asiakastilaisuus
Target -anguage (&2) Target -anguage (S.)
Attriutes
Besøkte arrangementer Bes•kta arrangemang
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Target -anguage (&2) Target -anguage (S.)
&alues
Fagmesse Mässa
Road show Road show
Ìntern presentasjon Ìntern presentation
VÌP kunde arrangement VÌP kund arrangemang
Source -anguage (1/) Target -anguage (32)
Attriutes
€i•·‚ 참가이벤트
&alues
ƒ·•· רחס 무역 박람회
Road show 로드쇼
„a…† תימינפ 내 프!"#$%
€i•·‚ חוקל VÌP VÌP 고객 &'
Target -anguage (4A)
Attriutes
出席イベント
&alues
展示会
ロードショー
社内デモ
VÌP イベント
Target -anguage (1*) Target -anguage (R2)
Attriutes
Látogatott esemény Participare la evenimente
&alues
Vásár Expozi‡ie comercialˆ
Road show Road show
Bels‰ bemutató Prezentare in-house
VÌP ügyfélesemény VÌP Eveniment client
11. Choose Back .
12. Choose Sa'e.
13. Repeat these steps for the following attributes with the following values:
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Attribute: Shopping fre%uency
,iel! na'e *ser action an! values
Attriutes
Attribute Shopping frequency
Format Character Format
&alues
I) &alue
A less than 1x per month
B less than 1x per week
C more than 1x per week
D more than 3x per week
(anguage *)E+
Attribute Einkaufshäufigkeit
A weniger als 1x pro Monat
B weniger als 1x pro Woche
C mehr als 1x pro Woche
D mehr als 3x pro Woche
(anguage *I!+
Attribute Frequenza degli acquisti
A Meno di 1x al mese
B Meno di 1x alla settimana
C PiŠ di 1x alla settimana
D PiŠ di 3x alla settimana
(anguage *ES+
Attribute Frecuencia de Compra
A Menos de 1x por mes
B Menos de 1x por semana
C Más de 1x por semana
D Más de 3x por semana
(anguage *,R+
Attribute Fréquence d‹achat
A Moins d‹1x par mois
B Moins d‹1x par semaine
C Plus d‹1x par semaine
D Plus de 3x par semaine
(anguage *P!+
Attribute FrequŒncia das compras
A menos de 1x por mŒs
B menos de 1x por semana
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
C mais de 1x por semana
D mais de 3x por semana
(anguage *R-+
Attribute •acfofa ŽokyŽok
A reu•ue opuo• sa recnu
B reu•ue opuo• sa uepen‘
C õon•ue opuo• sa uepen‘
D õon•ue fpe’ sa uepen‘
(anguage *./+
Attribute ( )
A * +,-*. 个
B */,-*.
C */0-*.
D */0-1.
(anguage *!R+
Attriute Al01'eri1 S0kl020
A Ayda 1‹den az
B Haftada 1‹den az
C Haftada 1‹den fazla
D Haftada 3‹den fazla
(anguage *3(+
Attriuut 4aarde
A Minder dan 1x per maand
B Minder dan 1x per week
C Meer dan 1x per week
D Meer dan 3x per week
(anguage *CS+
Attribute Frekvence nakupování
A Mén“ ne” 1x za m“síc
B Mén“ ne” 1x za t•den
C Více ne” 1x za t•den
D Více ne” 3x za t•den
(anguage *P(+
Attribute Czçstotliwo–— zakupu
A Mniej ni˜ 1x / m-c
B Mniej ni˜ 1x / tydzie™
C Wiçcej ni˜ 1x / tydzie™
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
D Wiçcej ni˜ 3x / tydzie™
(anguage *)A+
Attribute Ìndkøbsfrekvens
A Mindre end 1 gang per mšned
B Mindre end 1 gang per uge
C Mere end 1 gang per uge
D Mere end 3 gange per uge
(anguage *,I+
Attribute Ostotiheys
A Vähemmän kuin 1 krt/kk
B Vähemmän kuin 1 krt/vko
C Enemmän kuin 1 krt/vko
D Enemmän kuin 3 krt/vko
(anguage *5A+
Attribute !"#
A $%1 &'(
B )%1 &'(
C )%1 &'*
D )%3 &'*
(anguage *3#+
Attribute Handlefrekvens
A Mindre enn 1x per mšned
B Mindre enn 1x per uke
C Mer enn 1x per uke
D Mer enn 3x per uke
(anguage *S&+
Attribute Ìnk•psfrekvens
A Mindre än 1x per mšnad
B Mindre än 1x per vecka
C Mer än 1x per vecka
D Mer än 3x per vecka
(anguage */E+
Attribute „i•·ƒ„ ›·œp
A „in• † - 1 x :ž: Ÿƒin
B „in• † - 1 x :ž: €iaŸ
C •„i· † - 1 x :ž: €iaŸ
D •„i· † - 3 x :ž: €iaŸ
(anguage *6#+
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Attribute 23 45
A 36 1 회 78
B 39 1 회 78
C 39 1 회 $:
D 39 3 회 $:
(anguage */-+
Attribute Vásárlási frekvencia
A kevesebb, mint 1x havonta
B kevesebb, mint 1x hetente
C t•bb, mint 1x hetente
D t•bb, mint 3x hetente
(anguage *R#+
Attribute Frecven‡a de cumpˆrare
A mai pu‡in 1x pe lunˆ
B mai pu‡in 1x pe sˆptˆmânˆ
C mai mult 1x pe sˆptˆmânˆ
D mai mult 3x pe sˆptˆmânˆ
Attribute: Club 'e'ber
,iel! na'e *ser action an! values
Attriutes
Attribute Club member
Format Character Format
&alues
I) &alue
Y Yes
N No
(anguage *)E+
Attribute Club Mitglied
Y Ja
N Nein
(anguage *I!+
Attribute Membro del Club
Y Si
N No
(anguage *ES+
Attribute Miembro del Club
Y Si
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
N No
(anguage *,R+
Attribute Membre du club
Y Oui
N Non
(anguage *P!+
Attribute Membro de clube
Y Sim
N Não
(anguage *R-+
Attribute •neu knyõa
Y µa
N Hef
(anguage *./+
Attribute ; 部 会
Y <
N =
(anguage *!R+
Attribute Kulüp Üyesi
Y Evet
N Hayìr
(anguage *3(+
Attribute Club Lid
Y Ja
N Nee
(anguage *CS+
Attribute Clenství v klubu
Y Ano
N Ne
(anguage *P(+
Attribute Czlonkostwo w Klubie
Y Tak
N Nie
(anguage *)A+
Attribute Klubmedlem
Y Ja
N Nej
(anguage *,I+
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
Attribute Klubin jäsen
Y Kyllä
N Ei
(anguage *5A+
Attribute 会+
Y ,-
N --.
(anguage *3#+
Attribute Klubbmedlem
Y Ja
N Nei
(anguage *S&+
Attribute Klubbmedlem
Y Ja
N Nej
(anguage */E+
Attribute •an jiƒ€i†
Y jž
N ‚:
(anguage *6#+
Attribute >? 회@
Y A
N BCD
(anguage */-+
Attribute Klubtag
Y Ìgen
N Nem
(anguage *R#+
Attribute Membru Club
Y Da
N Nu
Result
A new attribute set with three different new attributes has been created.
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SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide
($1$# Assigning Attribute .alues to 5usiness "artners
*se
Ìn the following activity, you can manually assign marketing attributes directly to the
respective business partners. Then you will be able to find business partners for your target
groups in the next section.
"roce!ure
1. Access the activity using the following navigation option:
SA" CRM +ebClient 'enu Master )ata → Searc7: Accounts
2. Select, for example, the following search criteria:
Account ÌD is 1*
3. Select the respective business partner, for example 100000.
4. Ìn the Marketing Attriutes assignment block choose Edit (ist.
5. Select the Attribute Set Best Practices Customer Classification that contains the attributes
that should be assigned according to the business process%
6. Please refer to the example section below: Select the following attributes and values for
all business partners mentioned for example A:
Attribute Attribute .alue
Club member Yes
Attended events Trade fair
Shopping frequency More than 1x per week
7. Select the following attributes and values for all business partners mentioned for
Example B:(example B):
Attribute Attribute .alue
Club member No
Attended events Road show
Shopping frequency more than 3x per week
8. Choose Sa'e.
9. Choose Back.
10. Repeat steps 3 - 9 to maintain attributes for at least six business partners.
Example:
Assign the attribute values to the following SAP Best Practices customers:
Attributes example A for: 100000, 100001, 100002
Attributes example B for: 100003, 100004, 100009
Result
Marketing attributes have been assigned directly to the respective business partners.
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