Topic overview

Campaign Management is a part of the operative Relationship Management in Comarch ERP Enterprise. With campaigns, possible interested people or customers are addressed with concrete (sales) objectives through varying communication channels. Campaigns are generally based on several addressees.

Typical examples of campaigns are

• Winning new customers,
• Preparing sales actions,
• Evaluating market opportunities,
• Identifying target groups from contact addresses,
• Customer loyalty actions or
• Targeted and systematic contacting of existing customers for cross-selling.

This document describes the structure of how campaigns can be displayed in the system and how the application of the same name is structured. You come to the relationship in which a campaign can be with other applications and business entities and how it is connected in the ERP processes.

Which roles do campaign types play here can be read in the Campaign types document.

Instructions for working with campaigns, such as how to enter or process sales campaigns, can be found in the document Procedures: Campaigns.

Definitions of terms

Campaign – Campaigns are limited-time sales promotions directed at existing or potential customers using various media. Campaigns provide concrete information about existing or potential customers. They also target customers and increase sales of products and services.

Processes and voucher references chain for campaigns

The ERP processes for sales campaigns and any resulting relationships with other applications and business entities are described below.

Overview of process steps

Sales campaigns are created manually or generated in the Relationship management cockpit for selected partners. The campaigns can also serve as lead into opportunities. The user can generate an opportunity from a sales campaign for one of the addressees of the campaign in the Sales campaigns application. Any number of prospects may be linked with a campaign (“n:1” relationship).

Sales quotations can be generated from opportunities leading to sales orders and thus the voucher references chain is continued.

Voucher references chain

In the voucher references chain for the sales campaign, following downstream vouchers are visible if they are connected with the campaign through a voucher reference:

• Voucher Conditions for display Opportunity – For a sales campaign, one opportunity can be generated for individual addressees (“1:n” relationship). Opportunities connected with the campaign in this way are displayed in the voucher references chain.

Other upstream and downstream vouchers are not displayed for the sales campaign.

All displayed opportunities can be recalled through voucher references chain. Only voucher relationships from the Base framework are displayed for opportunities and sales campaigns.

More information on display and function of the voucher references chain is given in the document Voucher references chain.

Application description

The Campaigns application is divided into identification pane and work pane. The actual campaign is created and edited in the identification pane. Additional information on existing campaigns can be created and edited in the work pane. This includes planned or realized activities.

Identification pane

The identification pane contains the relevant data to clearly identify sales campaigns. The actual sales campaign is edited in the other fields under the following tabs.

• General tab
• Execution tab
• User-defined fieldstab

The tab contents are described in detail below. All data that are mandatory for a campaign (= mandatory fields) are identified by message corners in the relevant fields.

Fields for identification

• Type – Select an existing campaign type here. The used campaign type along with the campaign number identifies the campaign. Once a new campaign is saved, the assigned campaign type cannot be changed anymore. The tool tip of the campaign type shows its description and the campaign category.
• Number – The campaign number is generated automatically by the system based on the number range specified in the campaign type. It cannot be specified manually. The used campaign number identifies campaign along with the selected campaign type.
• Status – The status of the campaign is displayed.
• Description – The description serves as an additional distinguishing characteristic. Its text can be chosen by the user. Enter a descriptive and, to the extent possible, unique description to facilitate searches for it.

General tab

With this tab, you create data relevant for the actual campaign. For sales campaigns, you also create defaults which are used while generating opportunities.

• Start date – Enter a date in this field on which the campaign is supposed to be started. The system shows the current date of the creation as default. You can change this date. The begin date is informative and helps in the search of campaigns.
• End date – Enter in this field the end date of the day on which the campaign must end. The end date is informative and helps in the search of campaigns.
• Target turnover – Enter in this field the target turnover of your campaign. As default the system shows “0.00” in the primary currency. Change the target turnover, if required. If your campaign is not designed on the turnover, but rather on other targets, you can accept the default of 0.00. The field is ready for input only for sales campaigns.
• Net margin target – Enter in this field the desired marginal income of your campaign. As default the system shows “0.00” in the primary currency. Change the marginal income if required. If your campaign is not designed on the turnover, but rather on other targets, you can accept the default of 0.00. The field is ready for input only for sales campaigns.
• Supplementary costs – If required, enter the costs of the campaign that cannot be assigned to any activity. Activity costs are entered on the Execution tab. The field is ready for input only for sales campaigns.
• Employee responsible – The responsible employee is the in-charge for the campaign. A person with the role of internal employee is permitted as a responsible employee. The responsible employee is the default for the opportunities generated from the campaign. Determination of default: The system checks whether the current user processing the campaign is assigned as an internal employee. The database currently being used by the system is relevant for this. The system manages all master data and transaction data for the ERP applications for each company in an online transaction processing (OLTP) database. Employees of the company are also entered as master data in this OLTP database. If the system finds that the current user is assigned to an internal employee in the currently active OLTP database, this field displays the employee as a default. The employee can be changed, however.
• Organization responsible – The responsible organization is displayed in this field, which is authorized to process this campaign in a multi-site environment. In a single-site environment without content-based authorizations, this field contains the partner assigned as the (active OLTP) client in the OLTP database. While creating a new campaign, the currently active user for the sales organization is automatically entered as default. You can change the responsible organization. Warning:
  • If you are assigning and saving a sales organization as responsible organization to which you are not assigned through your partner profile, you cannot reload or process the data. A change can only be executed by a user who belongs to the responsible organization.
  • This field cannot be changed by internal users.

Execution tab

On this tab, you enter the data that is used to execute and evaluate the campaign.

• Sales stage – Enter a default for the sales stage in this field. The sales stage entered in this field will be accepted as default for all opportunities which you generate from this campaign. The sales stage can be changed at any time. The field is ready for input only for sales campaigns.
• Opportunity status – The opportunity status selected in this field will be accepted as default for all opportunities which you generate from this campaign. The status has no significance for the campaign itself. Select one of the following status:
  • Active (default),
  • Inactive,
  • Blocked.

  The field is ready for input only for sales campaigns.

• Document template – Enter the document template that shall be used as default when generating documents for addressees. Using the diamond-shaped button, you can enter several templates, one of which you have to mark as preferred. The preferred document template is used as default when generating a document.
• Key figure calculation time frame – Enter the duration after the end date of a campaign in which the key figure related objects are still to be considered for key figure calculations.

Activity costs table

In the Activity costs table, you enter the costs for each activity type that are planned for the execution of the activity. In addition, you determine which activity type is used as default when creating activities.

When creating a campaign, the activity types are accepted from the campaign type. If you want to use further activity types, add them to the table. If you do not want to use a particular activity type, delete the corresponding table row.

Detailed description of columns:

• Activity type – This column displays the activity types specified in the campaign type. If required, enter further activity types in additional table rows.
• Preferred – With this function you determine whether the activity type is used as default when creating activities. If you activate the check box, the activity type is used as default. For each campaign, you have to mark exactly one activity type as preferred.
• Planned costs – Enter the costs that are planned for an activity of this type.

User-defined fields tab

Use the User-defined fields tab when required to specify user-defined fields to enter additional information. The user-defined fields are basically related to the business entity and therefore visible for all sales campaigns. The data entered in the user-defined fields are applicable for the currently loaded sales campaign.

The field types and their meaning have been described in Operating guidelines. It also describes the procedures to create other fields.

Work pane

The work pane contains further information to the campaign under the following tabs:

• Activities tab
  You can enter necessary activities in Activities in order to execute campaign.
• Addressees tab
  Assign your campaign existing partners as target grouping of the campaign (addressee) under Addressees. You can also create/assign new contacts, generate documents and generate an opportunity for an addressee.
• External sales representatives tab
  Partners who are involved in the currently loaded campaign and are authorized to access the campaign and opportunities connected with it are displayed or newly assigned under External representatives.
• Notes tab
  If required, use Notes to enter notes for the campaign.
• Key figures tab
  This tab displays the key figures and corresponding values of the campaign.

The tab data are described in detail below.

Activities tab

All planned activities and tasks for the campaign loaded in the identification pane are displayed and edited in the Activities tab.

Specific authorizations are necessary for it.

Also see the section Special capabilities in the section Authorizations.

From every Relationship Management activity a workflow activity is simultaneously generated for the entered editor each time it is saved. Technically seen, this is one and the same activity. Settings of the selected activity types are applicable in this case.

The system automatically generates from the activities one or more workflow tasks for the user assigned to the entered editor. Every activity is allocated to an internal employee as editor, who must execute the activity. For every user assigned to the employee in the master data, the system generates a workflow task automatically. In the list under the Activities tab, they are displayed as activities resulting from tasks and not the basic Relationship Management activities.

The data of the tasks of the campaign are displayed in a list and cannot be changed there. If required, you can create newly planned or activities to be executed immediately that you required for processing your campaign. You can optionally edit the tasks in a dialog window.

The data of a task for an existing activity are displayed in a list in a line under the given column heading:

• Type – Any activity type assigned to an activity based on which the displayed task was generated is displayed in this field.
• Description – The entered description of the activity is displayed which forms the basis of the displayed task.
• Editor responsible – This field displays the employee responsible assigned for the affiliated activity as editor. Employees as editors can be assigned only to those activities for which at least one user has been entered. Employees can be assigned one or several users in the partner master data. The system has generated a workflow task per activity and user.
• User – This column displays the name of the user for whom the task was generated.
• Start – The start date of the task is displayed which was generated from the activity. The start date of the activity was accepted in the task. The start influences the activity status.
• Status – The status of the activity is displayed.

Dialog window for Activities

The following dialog window is displayed if you create a new activity or wish to edit an existing one.

• Type – Select an existing activity type in this field. You cannot change activity types for already created activities.
• Editor responsible – You can select in this field a person with the role Employee (internal) as editor. Only those employees are permitted for which at least one user has been entered. Employees can be assigned one or several users in the partner master data. You can no longer change the editor for the tasks for already entered activities. Positions or workflow roles cannot be assigned in this field as editors. The system generates a workflow task per activity and user which will be displayed in the list of activities.
  Note

  In the list of activities, the editor is displayed and not the user—even if tasks generated on the basis of the users assigned to the employees are displayed there. Therefore, no editor is displayed if there are several tasks to an entered activity.
• Start – Enter in this field the start date of your activity. The activity receives the status Planned if the start date is in the future. If the start date is current, i.e., not in the future, the activity immediately receives the status To be edited. When the activity is saved, one or more workflow tasks are generated at the same time. The tasks receive the same status as the activity.
• End – Enter a planned end date in this field. If this date is crossed (and the workflow tasks is not Completed or Completed unprocessed), then your workflow task is delayed. It receives the status Delayed.
• Description – Describe your activity.

The dialog window has two buttons besides the input fields:

• With the [Accept] button, accept the newly entered or changed data for the activity in the table. The dialog window closes and the task generated for the new activity or the changed task is displayed in the
• When you click the [Cancel] button, the dialog window is closed without making any changes.

The interval between start and end must be within the interval defined through the start date and end date of the campaign.

Activity status

A development task has one of the following statuses:

• Planned
• To process
• Completed
• Completed unprocessed
• Delayed

Overview on the activity status

Until the Completed unprocessed, the activity status cannot be awarded manually. With the [Delete] action you can change the status of an activity to Completed unprocessed.

Otherwise the activity status is allocated by the system and is dependent on the start and end as well as the edit status of the activity. The status of the activity is also defined by the status of affiliated tasks.

Activity result

For activities in Relationship Management single editing applies, i. e. when completing one of many tasks, the activity is completed as well. When completing tasks generated in Relationship Management, for whose activity type results have been specified, then you have to select a result. Possible results are created in the Activity types application.

Addressees tab

The partners assigned to the campaign loaded in the identification pane are displayed and edited in Addressees. The addressees are the target grouping of the campaign. The data of the assigned partners are displayed in a list and cannot be changed there.

In the collapsible area above the table, there are search fields that you can use to filter the addressees displayed in the table. To do so, enter your search criteria and pres the [Refresh] available on the Addressees tab. To clear the search fields, press the [New] button available on the Addressees tab.

Detailed description of fields:

• Partner – Enter the identification of a partner as search criterion.
• Partner search string – Enter the search string of a partner as search criterion.
• Postal code – Enter the postal code of a partner’s address as search criterion.
• City – Enter the city of a partner’s address as search criterion.
• Street – Enter the street of a partner’s address as search criterion.
• Country – Enter the country of a partner’s address as search criterion.
• Affiliation – Specify whether the searched addressee is an internal or an external partner.
• Deletion marker – Specify whether the searched partner is marked for deletion.
• Activity generated – Specify whether an activity has been generated for the searched addressee.
• Activity type – Specify the type of the activity that has been generated for the addressee, as search criterion. The field is ready for input only if ypu have selected Yes in the Activity generated field.
• Activity status – Select the status of the activity that has been generated for the addressee, as search criterion. The field is ready for input only if ypu have selected Yes in the Activity generated field.
• Opportunity generated – Specify whether an opportunity has been generated for the searched addressee.

Contact persons grouping

• Partner – Enter the identification of a contact person as search criterion.
• Partner search string – Enter the search string of a contact person as search criterion.
• Postal code – Enter the postal code of a contact person’s address as search criterion.
• City – Enter the city of a contact person’s address as search criterion.
• Street – Enter the street of a contact person’s address as search criterion.
• Country – Enter the country of a contact person’s address as search criterion.
• Affiliation – Specify whether the searched contact person is an internal or an external partner.
• Occupation – Enter the occupation of the contact person as search criterion.
• Deletion marker – Specify whether the searched contact person is marked for deletion.

Detailed description of list columns:

• Partner – The partner assigned as the addressee of the sales campaign is displayed. It is uniquely identified in this field via its partner number.
  Note

  A partner of Person type is automatically moved by the system to Contact persons after it is entered in the Partner field in the dialog window. In this case the entry in this column remains empty.
• Name and address – The system automatically determines from the master data the address, if necessary the name as well, of the partner or contact person assigned as addressee of the campaign and displays it here.
  • If an organization is assigned as addressee in the Partners field, the name and company address of the entered partner are used by the system from the master data and displayed here together.
  • If the field Partners is empty, and in the field Contact persons, a person is assigned as addressee, the private address of the contact person is determined and displayed by the system if it is entered in the master data. Otherwise, an address was entered manually, which is displayed here, and is saved only in the campaign and not in the master data.
• Contact person – The contact person is a partner of the Person type and is uniquely identified in this field through its partner number. The contact person can be directly assigned as the addressee of the campaign. Alternatively, the person can be assigned to another addressee who in this case is a partner of the Organization type and is displayed in the Partners field.
  Note

  If you have selected a person in the Partners field, it is automatically entered as contact person in this field by the system. The field Partner continues to be empty in this case.
  • You can enter all partners of Person type in this field as contact person for a company you have selected as Partner, or also as single addressee.
  • You can also select and assign existing contact person of the already entered partner.
• Name – The name of the contact person is determined by the system from the master data of the partner assigned under Contact person and displayed.
  Note

  A dialog window for entering name opens if you click on the diamond-shaped button.
• Occupation – The occupation of the contact person (if available) is determined by the system from the master data of the partner assigned under Contact person and displayed.
• Activity generated – This column displays whether an activity has been generated for the addressee.
• Opportunity generated – This column displays whether an opportunity has been generated for the addressee.

Actions on the Addressees tab

The following actions are available on the Addressees tab:

• [Add] action
• [Find and add partner] action
• [Set/remove deletion marker] action
• [Mark invalid addressees for deletion] action
• [Edit] action
• [Generate opportunities…] action
• [Generate document…] action
• [Generate activity…] action

[Add] action

Add a new addressee with this action. In the following dialog window, enter an existing partner and a contact person, if desired.

A dialog window with the following fields is displayed if you create a new addressee or wish to edit an existing one.

• Partners – Select an existing partner in this field through its partner number. If it is a partner of Person type, the partner number is automatically inserted in the Contact person field. When you leave the field, the addressee and name of the partner are taken automatically from the master data and displayed in the corresponding fields.
• Name – Name of the selected partner is entered automatically by the system if it is of Organization type. This name can be changed at any time.
• Address – The address of the selected partner is entered by the system or manually created in this field.
  • If the selected partner is an organization, the address is taken from the master data by the system and entered here.
  • If you enter a person as a partner, the person becomes the contact person. Then the private address of the contact person is entered in this field if it is entered in its master data.
  • If you are creating a contact person who does not have a private address, you must manually enter an address in this field. The entry of a new addressee cannot be saved without address.

  You can change address at any time. See the document Input fields for addresses.

• Contact person – The contact person can be assigned to a partner of the Organization type or entered directly as addressee. The contact person is uniquely identified through its partner number. You have the following options:
  • If you have selected a person in the Partner field, it is automatically entered here as the contact person by the system. The field Partner continues to be empty in this case.
  • You can enter all partners of Person type in this field as contact person for a company you have selected as Partner, or also as single addressee.
  • You can also select and assign existing contact person of the already entered partner.
• Name – Name of the contact person is displayed in this field. You can change it any time.

[Find and add partner] action

Assign several partners as addressees at once with this action.

[Set/remove deletion marker] action

Mark the selected addressees for deletion with this action, or remove the deletion marker. Addressees that are marked for deletion will be removed from the list when saving the campaign.

[Mark invalid addressees for deletion] action

This action checks whether the addresses of the addressees are valid, i. e. whether they are complete and in a valid format. Invalid addressees are marked for deletion. Invalid addressees can result from adding contacts via batch applications, for example, since the Contact partner role does not require complete address data.

If the campaign is in Addressee verification required status, then the action checks all addressees. If the campaign is in any other status, then only the changed and newly added addressees are checked.

[Edit] action

The contact person and addresses can be edited. For field descriptions, see section [Add] action.

[Generate opportunities…] action

Generate opportunities for all or for selected addressees with this action.

After calling up the action, a dialog window opens in which you have to enter a type for the opportunities to be generated. As result of the action, the system generates an opportunity for each addressee.

Only the data of the identification area are transferred to the opportunity. The data of the work area, for example activities and notes, are not transferred.

The following defaults and settings are transferred from the campaign to the opportunity:

• Sales stage
• Opportunity status
• Employee responsible

[Generate document…] action

Generate documents for the selected addressees with this action. Use this action to generate, for example, serialization letters for mail campaigns.

After calling up the action, a dialog window opens with the following fields:

• Document type – Enter a document type for the new document. The document type may contain a template.
• Document template – Enter a document to be used as template for the new document. If a document template has been specified in the campaign, it is used as default. If you leave this field empty, then the template specified in the document type is used. If no template has been specified in the document type, then the document will be generated without using a template.
• Occupation – If required, enter an occupation. If you do not enter an occupation, the selected partners are taken over as addressees to the document. If you enter an occupation, the system differentiates between persons and organizations:
  • If the partner is a person, it is taken over as addressee only if it has assigned the specified occupation.
  • If the partner is an organization, it is taken over as addressee in any case and the specified occupation determines which partner data and address data are taken over. If there is no contact person that has the specified occupation, then the address of the partner is taken over to the document. If there is a contact person that has the specified occupation, then this contact person and his/her address is taken over to the document. If there are several contact persons with the same occupation, then the one marked as preferred is used.
• Use employer’s address (check box) – With this function you determine whether, for persons, the business address of the employer instead of the contact person’s address is taken over to the document. In this, the partner number and name are regarded as part of the address. If you activate the check box, this has the following effects:
  • The selected person is used as contact person.
  • Only those organizations are relevant as employer to which the person in question is assigned as preferred contact person.
  • If the person is no preferred contact person of any organization, then the person’s address is used and the partner data remain empty.
  • If the person is a preferred contact person of several organizations, then for each organization one entry is generated in the Addressees list.
• Accept changed names and addresses (check box) – With this function you determine whether the address data that is saved in the campaign is used for the addressees of the generated documents. If you deactivate the check box, then the address data that is saved in the partner master data is used instead. The setting applies to the Name and address column of the addressee data.

As a result of the action, the newly generated document is opened in the Documents application. You can edit the new document in that application. The detailed field descriptions for the Documents application can be found in the Documents documentation.

[Generate activity…] action

Generate an activity for each selected addressee with this action. The generated activities are displayed on the Activities tab. In addition to the text that has been entered as description when generating the activity, the partner number and name of the addressee are displayed. With the help of this additional text, the editor of a task knows to which addressee the task is related. The activities that you generate on the Activities tab directly, in contrast, are not assigned to any addressee.

Field descriptions for the Generate activity dialog window can be found in section Dialog window for Activities.

External sales representatives tab

Partners who are involved in the currently loaded campaign and are authorized to access the campaign and opportunities connected with it are displayed under the tab External representatives. If a campaign is created by a user of an external organization, it is automatically entered in this table.

The partners assigned as external sales representatives are displayed in a table in their respective row under the following column heading:

• Sales representative – Sales representatives of external organizations are displayed in this field. These representatives are authorized to access the campaign and opportunities connected with it. Partners assigned as sales representatives are identified through their partner number. If a campaign is created by a user of an external organization, it is automatically entered in this table. You can enter other partners in this column and assign them as external sales representatives of the campaign. All partners are permitted who are assigned to an external organization as internal sales representatives.

Notes tab

You can use notes to enter more information on the campaign loaded in the identification pane. These can be, for example, notes on course of campaign or for individual activities such as conversation notes. You can only use notes in Relationship Management and no other document.

The display and editing facilities depend on whether the framework Document Management is activated in the Customizing application.

The data of the notes are displayed in a list in which notes cannot be changed. You can call up a dialog window in the header line of the list in which you can create notes or edit existing notes. You can also delete existing notes.

The document Procedures: Campaigns in section Procedures for notes.

The data of an existing activity are displayed in a list in a line under the given column heading:

• Document reference type – If the framework Document Management is activated, the document reference type of the note is displayed in this field. The document reference type is used to assign a document to a business entity. For notes in the Relationship Management, the type Marketing info is automatically displayed as setting. This cannot be changed.
• Description – If the framework Document Management is activated, the description of the note is displayed in this field. Otherwise the start of note text is displayed.
• Created by – The creator of the note is displayed, if necessary. The system determines whether the current user who is entering the note data currently, is assigned to an employee in the master data of the current OLTP database. Then this employee is displayed here.
• Creation date – The date on which the note was created for the first time is displayed.

Settings and defaults for notes

When Document Management is activated, the document type in which the application Customizing was specified as standard is used for notes in campaigns. If the framework Document Management is not activated, you can create simple text notes.

If Document Management is activated in the Customizing application, a document type and a document reference type can be defined for notes.

The document type enables a folder other than Notes to be selected for saving document files in the Knowledge Store. In the Knowledge Store workspace the Notes folder is available as default for notes. Furthermore, a template can be used from which default values for user-defined keyword fields can be taken, for instance.

For notes that you generate via the shortcut menu, the document reference type defined in the Customizing application is used. Here the notes are linked to the business entity that is displayed in the respective input field that you have called via the shortcut menu.

The default Notes folder is available in the Knowledge Store workspace. When a note is created, a NOTE document type is generated. The NOTE document type refers to the Notes folder in the Knowledge Store. All notes are stored in this folder as document files in the form NOTE-.html.

The sequential number is generated via the internal INTNOTES number range and delivered with the following settings: 8 figures, numeric.

You can read all other details on Document Management in the documentation for Document Management.

Dialog window for notes

The notes are only displayed in a list. You can optionally edit or create new notes in a separate dialog window.

The following dialog window is called up through actions in the header line of the list. If Document Management framework is not activated, all following fields are not displayed. In this case, you can create simple text notes.

• Document template – The template about the document type and number which uses the note is determined under the label Template. Select an existing template in this field. The selection of a template is relevant for other editing work only if the framework Document Management is activated. Otherwise the field is not displayed. You can then create a simple text note in the dialog window.
• Description – Enter a heading or title of the note in this field. The description is displayed in the list. The creation of a description is relevant for other editing work only if the framework Document Management is activated. Otherwise the field is not displayed. You can then create a simple text note in the dialog window. The beginning of the text is then displayed in the list under Description.
• Note – Enter in this field your relevant note.

Key figures tab

On this tab the key figures of a campaign and the corresponding values are displayed. For new campaigns, the key figures specified in the campaign type are added automatically, as defaults.

Detailed column description:

• Key figure – This column displays the description of the key figure. The system provides pre-defined key figures.
• Target value – Enter the value that shall be reached for this key figure. The unit is pre-defined in the key figure and cannot be changed. The system compares the target value with the actual value to verify whether the target is reached.
• Actual value – This column displays the value that has been reached for this key figure. The value is re- calculated every time that the key figure values are updated for the current campaign or for all campaigns.
• Target reached – This column displays whether the target value of the key figure has been reached. If the target is reached, then an activated check box is displayed.
• Up to date – This column displays whether the actual value has been updated within the interval that is specified for the particular key figure. If the value has been updated within the interval, then an activated check box is displayed.
• Last update – This column displays the point in time at which the value has been updated at last.
• Update interval setting – Determine whether the update interval that is specified for the key figure is also used for this campaign. If you want to accept the specified interval, then select the Default setting. If you want to specify another interval for this campaign, then select the User-defined setting. You enter the user-defined value in the Update interval column.
• Update interval – This column display the time that must not be exceeded between two value updates to obtain a value that is evaluated as up to date. The field is editable if you have selected the User- defined setting for the update interval. In this case, enter the value.

[Update values] action

This action updates the values of the selected key figures in batch. After the batch process is completed and after you have refreshed the application data, the updated key figure values are displayed in the Actual value column.

Application-based actions

You can use the actions button on the standard toolbar to manually change the campaign status. You can manually release, block or complete a campaign.

Statuses and status changes

Campaigns can have one of the following statuses:

• Created
• Released
• Blocked
• Completed
• Addressee verification required

If the extended status check for the Campaigns application is deactivated in Customizing, the status information is used only for the classification of the campaigns. The status has no effect on further editing of the campaigns, subsequent checks of the system or the generation of opportunities. Newly created campaigns are in Released status unless the extended status check is activated.

In case of activated extended status check, the availability of actions and status changes are dependent on the status of the campaign, for instance, you cannot add activities to a campaign if it is in Blocked status. Newly created campaigns are in Created status if the extended status check is activated.

Campaigns that are in Addressee verification required status can only be further edited if you correct or remove the invalid addressees. To this, use the [Mark invalid addressees for deletion] action on the Addressees tab.

Customizing

Relationship Management can be switched on or off as a whole in the Customizing application under Relationship Management grouping.

Notes

The notes function for a campaign can always be used, even if Document Management is not activated in the Customizing application. In this case simple text notes without description and keywords can be created.

When Document Management is activated, the document type in which the application Customizing was specified as standard, is used for notes in campaigns under the heading Document Management in the field Document type for notes.

Activities

Activities can also be used even if the workflow is not activated in Customizing application. However, no functioning workflow tasks will be generated from the Relationship Management activities.

See also the description of the Workflow management framework.

Extended status checks

Furthermore, the status checks are extended in the campaigns in the Customizing application. With these checks, you can determine whether the status of a campaign influences other actions or not. To find out how to activate or deactivate advanced status check, please refer to the documentation Customizing: Relationship Management.

Business entities

The following business entity is relevant for the Campaigns application that you use, for instance, for:

• Assigning authorizations,
• Providing activity definitions or
• Importing or exporting

Campaign

com.cisag.app.crm.obj.Campaign

The business entity is part of the following business entity grouping:

com.cisag.app.crm.OrderData

Authorizations

Authorizations can be assigned by means of authorization roles as well as by assigning an organization. The authorization concept is described in the technical documentation Authorizations.

Special capabilities

Following special capabilities can be permitted or conditioned under the Workflow management framework. You can assign authorizations for these capabilities in the Authorization roles application.

• Display activities and tasks belonging to other users – com.cisag.sys.workflow.DisplayOtherUsersWorkitems
  This capability allows you to display activities and tasks of other users.
• Change activities and tasks belonging to other users – com.cisag.sys.workflow.ChangeOtherUsersWorkitems
  This capability allows you to change activities and tasks of other users.
• Change status of activities and tasks belonging to other users – com.cisag.sys.workflow.ChangeOtherUsersWorkitemStates
  This capability allows you to change status of activities and tasks of other users.

These capabilities are also functional in the Activities tab. In this description, it has been assumed that the user has these capabilities.

Organization assignments

Organizational structures are used to control which data can be viewed, used, or edited. The Content-based authorizations function must be activated in the Customizing application for this purpose.

To ensure that a person can see the Campaigns application in the user menu and can open it, the user must be assigned to an organization that is connected to the following organization structure:

• Sales

To ensure that a person is able to open a sales campaign and edit the data in it, one of the organizations assigned to the user must be entered in the Sales campaign types application in the Authorizations table.

For more information on the Authorizations table and a comprehensive overview of content-based authorizations, see the documentation Content- based authorizations.

Special features

There are no features for the Campaigns application.

Authorizations for business partners

The Campaigns application is enabled for following types of business partners:

• Sales representative