Configuration of Marketing Attributes

SAP CRM 7.0 EHP1

September 2011

English

CRM Marketing Attributes (C1A)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices CRM Marketing Attributes (C1A): Configuration Guide

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Contents

1 Purpose.......................................................................................................................... 5

2 Preparation..................................................................................................................... 5

2.1 Prerequisites............................................................................................................5

2.2 SAP Notes...............................................................................................................5

3 Configuration..................................................................................................................6

3.1 Attribute Sets for Customers....................................................................................6

3.1.1 Creating Attribute Set with Attributes..................................................................6

3.1.2 Assigning Attribute Values to Business Partners..............................................17



Configuration Guide

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

2 Preparation

2.1 PrerequisitesBefore starting with the installation of this building block, please see the document Quick Guide to Installing SAP Best Practices for CRM.

2.2 SAP NotesBefore 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).

SAP Note Area Title

CRM System

(Currently there are no relevant Notes for this building block.)



3 Configuration

3.1 Attribute Sets for Customers

3.1.1 Creating Attribute Set with Attributes

UseMarketing 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.

PrerequisitesLog on to the CRM WebClient with the user POWER_USER.

Procedure1. Access the activity using the following navigation option:

SAP CRM WebClient menu Marketing Create: Marketing Attribute

2. First maintain the following mandatory data for the attribute set:

Field name User action and values

ID 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. In our chase we are going on with Organizations.

3. From the application toolbar choose Translate 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 Language Attribute Set in Target Language

German (DE) BP Kundenklassifikation

Spanish (ES) BP Clasificación de Cliente



Target Language Attribute Set in Target Language

French (FR) BP Classification clients

Portuguese (PT) BP classificação de clientes

Russian (RU) БП Классификация клиентов

Chinese (ZH) BP客户分类

Turkish (TR) BP Müşteri Sınıflandırması

Dutch (NL) BP Klanten Classificatie

Czech (CS) BP Klasifikace zákazníka

Italian (IT) BP Classificazione dei clienti

Polish (PL) BP Klasyfikacja klienta

Danish (DA) BP Kundeklassifikation

Finnish (FI) 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) לקוח סיווג BP

Korean (KO) BP베스트 프랙티스 고객 분류

Hungarian (HU) BP Ügyfélbesorolás

Romanian (RO) BP Calificare client

4. Choose Back.

If you set these indicators, you can maintain the attribute set for either, business partners of type Persons, Organizations, or Marketing Prospects. If you just want to maintain it for a single business partner type, set the flag only in one of the check boxes.

5. In the Attributes assignment block choose Insert.

6. Maintain the following values:

Field name User action and values Comment

Attribute Attended events Or another description.

Format Character FormatOnly 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. In the Values 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 Value Default

TRADE_FAIR Trade fair X

ROAD_SHOW Road show



ID Value Default

IN_HOUSE_PRESENTATION In-house presentation

VIP_EVENT VIP customer event

8. Choose Save.

9. Optional : If you want to maintain the attributes and values in other languages than the log-on language, too, choose Translate. Otherwise skip step 10.

10. Select the appropriate Target Language, for example German, and enter the translated description of the attributes and the attribute values.

Source Language (EN) Target Language (DE)

Attributes

Attended events Besuchte Veranstaltungen

Values

Trade fair Handelsmesse

Road show Informationsveranstaltung

In-house presentation In-house Präsentation

VIP customer event VIP Veranstaltung

Target Language (ES) Target Language (FR)

Attributes

Eventos Atendidos Evénements suivis

Values

Feria Comercial Foire commercial

Gira de Negocios Tournée commerciale

Presentación interna Présentation interne

Evento para clientes VIP Evénement pour clients VIP

Target Language (PT) Target Language (RU)

Attributes

Eventos atendidos Посещения

Values

Feira de negócios Выставка

Road Show Показ маршрута

Apresentação interna Презентация на дому

Eventos para clientes VIP Событие для VIP-клиентов



Target Language (ZH) Target Language (NL)

Attributes

参加的活动 Bijbewoonde evenementen

Values

贸易展示 Handelsmarkt

路展 Road show

内部演示 In-huis presentatie

VIP 客户活动 VIP Klanten evenement

Target Language (CS) Target Language (TR)

Attributes

Navštívené akce Katıldığı Etkinlikler

Values

Veletrh Ticari Fuar

Externí prezentace Ticari Gezi

Interní prezentace Dahili Sunum

Akce pro VIP zíkazníky VIP Müşteriler için Etkinlik

Target Language (IT) Target Language (PL)

Attributes

Eventi visitati Uczęszczane wydarzenia

Values

Fiera commerciale Targi handlowe

Road show Objazdy handlowe

Presentazione interna Prezentacje wewnętrzne

Evento per clienti VIP Akcje dla klientów VIP

Target Language (DA) Target Language (FI)

Attributes

Besøgte arrangementer Osallistuminen tilaisuuksiin

Values

Messe Messut

Road show Kiertue-esitys

Intern præsentation Yrityksen sisäinen esittely

VIP kundearrangement VIP asiakastilaisuus



Target Language (NO) Target Language (SV)

Attributes

Besøkte arrangementer Besökta arrangemang

Values

Fagmesse Mässa

Road show Road show

Intern presentasjon Intern presentation

VIP kunde arrangement VIP kund arrangemang

Source Language (HE) Target Language (KO)

Attributes

אירוע 참가이벤트

Values

סחר יריד 무역 박람회

Road show 로드쇼

פנימית מצגת 내부 프리젠테이션

לקוח אירוע VIP VIP 고객 행사

Target Language (JA)

Attributes

出席イベント

Values

展示会

ロードショー

社内デモ

VIPイベント

Target Language (HU) Target Language (RO)

Attributes

Látogatott esemény Participare la evenimente

Values

Vásár Expoziţie comercială

Road show Road show

Belső bemutató Prezentare in-house

VIP ügyfélesemény VIP Eveniment client



11. Choose Back .

12. Choose Save.

13. Repeat these steps for the following attributes with the following values:

Attribute: Shopping frequency


Attributes

Attribute Shopping frequency

Format Character Format

Values

ID Value

A less than 1x per month

B less than 1x per week

C more than 1x per week

D more than 3x per week

Language (DE)

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

Language (IT)

Attribute Frequenza degli acquisti

A Meno di 1x al mese

B Meno di 1x alla settimana

C Più di 1x alla settimana

D Più di 3x alla settimana

Language (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

Language (FR)

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

Language (PT)

Attribute Frequência das compras

A menos de 1x por mês

B menos de 1x por semana

C mais de 1x por semana

D mais de 3x por semana

Language (RU)

Attribute Частота покупок

A меньше одной за месяц

B меньше одной за неделю

C больше одной за неделю

D больше трех за неделю

Language (ZH)

Attribute 购物频率

A 一个月少于一次

B 一周少于一次

C 一周多于一次

D 一周多于三次

Language (TR)

Attribute Alışveriş Sıklığı

A Ayda 1’den az

B Haftada 1’den az

C Haftada 1’den fazla

D Haftada 3’den fazla

Language (NL)

Attribuut Waarde

A Minder dan 1x per maand

B Minder dan 1x per week

C Meer dan 1x per week

D Meer dan 3x per week

Language (CS)

Attribute Frekvence nakupování

A Méně než 1x za měsíc

B Méně než 1x za týden

C Více než 1x za týden

D Více než 3x za týden



Language (PL)

Attribute Częstotliwość zakupu

A Mniej niż 1x / m-c

B Mniej niż 1x / tydzień

C Więcej niż 1x / tydzień

D Więcej niż 3x / tydzień

Language (DA)

Attribute Indkøbsfrekvens

A Mindre end 1 gang per måned

B Mindre end 1 gang per uge

C Mere end 1 gang per uge

D Mere end 3 gange per uge

Language (FI)

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

Language (JA)

Attribute 購入頻度

A 月に 1回以下

B 週に 1回以下

C 週に 1回以上

D 週に 3回以上

Language (NO)

Attribute Handlefrekvens

A Mindre enn 1x per måned

B Mindre enn 1x per uke

C Mer enn 1x per uke

D Mer enn 3x per uke

Language (SV)

Attribute Inköpsfrekvens

A Mindre än 1x per månad

B Mindre än 1x per vecka

C Mer än 1x per vecka

D Mer än 3x per vecka

Language (HE)



Attribute קניה תדירות

A 1- מ פחות x חודש לכל

B 1- מ פחות x שבוע לכל

C 1- מ יותר x שבוע לכל

D 3- מ יותר x שבוע לכל

Language (KO)

Attribute 구매 빈도

A 매월 1회 미만

B 매주 1회 미만

C 매주 1회 이상

D 매주 3회 이상

Language (HU)

Attribute Vásárlási frekvencia

A kevesebb, mint 1x havonta

B kevesebb, mint 1x hetente

C több, mint 1x hetente

D több, mint 3x hetente

Language (RO)

Attribute Frecvenţa de cumpărare

A mai puţin 1x pe lună

B mai puţin 1x pe săptămână

C mai mult 1x pe săptămână

D mai mult 3x pe săptămână

Attribute: Club member


Attributes

Attribute Club member

Format Character Format

Values

ID Value

Y Yes

N No

Language (DE)

Attribute Club Mitglied

Y Ja

N Nein



Language (IT)

Attribute Membro del Club

Y Si

N No

Language (ES)

Attribute Miembro del Club

Y Si

N No

Language (FR)

Attribute Membre du club

Y Oui

N Non

Language (PT)

Attribute Membro de clube

Y Sim

N Não

Language (RU)

Attribute Член клуба

Y Да

N Нет

Language (ZH)

Attribute 俱乐部会员

Y 是

N 否

Language (TR)

Attribute Kulüp Üyesi

Y Evet

N Hayır

Language (NL)

Attribute Club Lid

Y Ja

N Nee

Language (CS)

Attribute Členství v klubu

Y Ano

N Ne

Language (PL)



Attribute Członkostwo w Klubie

Y Tak

N Nie

Language (DA)

Attribute Klubmedlem

Y Ja

N Nej

Language (FI)

Attribute Klubin jäsen

Y Kyllä

N Ei

Language (JA)

Attribute 会員

Y はい

N いいえ

Language (NO)

Attribute Klubbmedlem

Y Ja

N Nei

Language (SV)

Attribute Klubbmedlem

Y Ja

N Nej

Language (HE)

Attribute מועדון חבר

Y כן

N לא

Language (KO)

Attribute 클럽 회원

Y 예

N 아니오

Language (HU)

Attribute Klubtag

Y Igen

N Nem

Language (RO)

Attribute Membru Club



Y Da

N Nu

ResultA new attribute set with three different new attributes has been created.

3.1.2 Assigning Attribute Values to Business Partners

UseIn 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.

Procedure1. Access the activity using the following navigation option:

SAP CRM WebClient menu Master Data Search: Accounts

2. Select, for example, the following search criteria:

Account ID is 1*

3. Select the respective business partner, for example 100000.

4. In the Marketing Attributes assignment block choose Edit List.

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 Value

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 Value

Club member No

Attended events Road show

Shopping frequency more than 3x per week

8. Choose Save.

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, 100002Attributes example B for: 100003, 100004, 100009

ResultMarketing attributes have been assigned directly to the respective business partners.


Configuration of Marketing Attributes

Documents