In this let us see how we can create a attribute and assign the attribute to the attribute set and assign the attribute set to the BP’s marketing attributes. We need this to group the customer using the segment builder and run a marketing campaign with this information.
For example
If you are a credit card company and if bunch of your customers are traveling abroad then you can create a attribute name as International traveler with value YES or NO. Every time if your customer spends some money outside your country using your card you can automatically update International traveler as YES. Later you can target that group of customers with attribute International traveler with value YES for low exchange rate for international traveler or low interest rate if they buy ticket thru your company using your credit card(you can use the segment builder to create a group using the marketing attributes).
from the above example you should be able to understand why we need the marketing attribute. There is no coding at all. All of them are config. This is wonderful.
Creating an Attribute:
Transaction Code to create an Attribute is: CRMM_ROUT_PROF_CHAR
The following screen should show you how to create a attribute.
(click on the image to enlarge)
In the above screen you can create the attribute with what ever format you want. (Number or character, etc). You can even make the attribute as a required field (if you attach this attribute to a business partner then it becomes a required field).
you can have a attribute as single value for each BP(single field) or multiple value for a BP(like table , table can hold more than one value for the same attribute.)
…continue reading >> SAP CRM Marketing Attributes (Attributes and Attribute Sets)
This is on CRM 5.2 You can only use web IC to create the Mapping formation. Dont use win clinet for this. SAP’s intention is to move every one to the Web Client(WEB-IC).
ELM (External list management) is used to load the external data from outside system in to the CRM system.
ELM is used to load the new customer information (create new BP) or update the existing customer information (update the BP).
When we load the data from the excel or text (.CSV file or .txt file) the customer data will be created as a prospect(or any other role that you want).
For loading the data using ELM we need to do the following steps.
- Create mapping
- Use the created mapping in the external list
Create mapping format
Menu in web IC
Marketing-> Mapping Format(Under Create).
The screen looks as follows.
…continue reading >> SAP-CRM External List Management ( ELM ) in WEB-IC
