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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
Copyright
© 2011 SAP AG. All rights reserved.
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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
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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.)
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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
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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
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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
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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
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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
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11. Choose Back .
12. Choose Save.
13. Repeat these steps for the following attributes with the following values:
Attribute: Shopping frequency
Field name User action and values
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
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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
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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)
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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
Field name User action and values
Attributes
Attribute Club member
Format Character Format
Values
ID Value
Y Yes
N No
Language (DE)
Attribute Club Mitglied
Y Ja
N Nein
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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)
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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
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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:
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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.
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