EHP3 for SAP CRM 7.0
April 2014
English
Lean Campaign Management (C39)
Test Script
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices
Lean Campaign Management (C39): Test Script
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as well as menu names, paths and options.
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SAP Best Practices
Lean Campaign Management (C39): Test Script
Copyright
© 2014 SAP AG or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained
herein may be changed without prior notice.
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Contents
1
2
Purpose ................................................................................................................................................................................................................... 6
1.1
Purpose of the Document ................................................................................................................................................................................ 6
1.2
Purpose of Lean Campaign Management ....................................................................................................................................................... 6
Prerequisites ........................................................................................................................................................................................................... 6
2.1
System Access ................................................................................................................................................................................................ 6
2.2
Roles ................................................................................................................................................................................................................ 7
2.3
Master Data, Organizational Data and Other Data ......................................................................................................................................... 7
2.4
Business Conditions ........................................................................................................................................................................................ 8
3
Process Overview Table ......................................................................................................................................................................................... 9
4
Testing the Process Steps .................................................................................................................................................................................... 10
4.1
Create Marketing Plan ................................................................................................................................................................................... 10
4.2
Create Campaigns ......................................................................................................................................................................................... 13
4.3
Create Campaign Template .......................................................................................................................................................................... 18
4.4
Create Campaigns with Reference to Campaign Template .......................................................................................................................... 19
4.5
Business Partner Segmentation .................................................................................................................................................................... 22
4.5.1
Create Target Group for Contacts with Marketing Permissions ............................................................................................................. 22
4.5.2
Create Target Group for Customers for Trade Show ............................................................................................................................. 26
4.5.3
External List Management ...................................................................................................................................................................... 29
4.6
5
Process Campaign Execution… .................................................................................................................................................................... 34
4.6.1
… via Open Channel (Alternative 1) ...................................................................................................................................................... 35
4.6.2
… via E-Mail Creation (Alternative 2) ..................................................................................................................................................... 42
4.6.3
… with Lead Creation (Alternative 3) ..................................................................................................................................................... 46
4.6.4
… via E-Mail Creation with target group members containing marketing Permission (Alternative 4) ................................................... 49
Appendix ............................................................................................................................................................................................................... 53
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5.1
Lean Campaign Management (C39): Test Script
Process Chains .............................................................................................................................................................................................. 53
5.1.1
Preceding Processes ............................................................................................................................................................................. 53
5.1.2
Succeeding Processes ........................................................................................................................................................................... 53
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Lean Campaign Management
1 Purpose
1.1 Purpose of the Document
This document provides a detailed procedure for testing the scope item Lean Campaign Management after solution deployment, reflecting the
predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (i.e. testing steps) in a table
view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see column Test Step). Customer-projectspecific steps must be added.
Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before hand -over
to project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before hand-over to the
customer, unless deemed helpful to explain the larger context.
1.2 Purpose of Lean Campaign Management
This business process describes the planning, execution, and analysis of a marketing campaign for a trade show event.
2 Prerequisites
This section summarizes all prerequisites for the test in terms of system, user, master data, organizational data, and other test data and business
conditions.
2.1 System Access
The test should be conducted with the following system and users:
System
© SAP SE
Type of Data
Details
System
<Provide details on how to access system, e.g. system client or URL>
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Standard User
Lean Campaign Management (C39): Test Script
Type of Data
Details
BP Marketing Manager
User MKT_MAN,
password welcome
2.2 Roles
For non-standard users, the following roles must be assigned to the system user testing this scenario:
Business Role
Business Role Id
Process Step
Sample data
BP Marketing Manager
YBP_MKT_MAN
See Process Overview Table
Melanie Richard,
User MKT_MAN,
password welcome
2.3 Master Data, Organizational Data and Other Data
The organizational structure and the master data of your company were created in your system during implementation. The organizational
structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the
operational focus of your company.
Use your own master data to go through the test procedure. If you have installed an SAP Best Practices Baseline package, you can use the
following Baseline package scenario data:
Data
Sample Value
<PROSPECT 1>
100009 (Customer Domestic 09)
<PROSPECT 2>
100002 (Customer Domestic 02)
<PROSPECT 3>
100000 (Customer Domestic 00)
<PRODUCT>
H21 (Trading Good...)
<MARKETING MANAGER>
10300 - Melanie Richard
© SAP SE
Details
Comments
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2.4 Business Conditions
Before this scope item can be tested, the following business conditions must be met.
Business Condition
1
<ScopeItem_BusinessCondition>
2
<ScopeItem_BusinessCondition>
© SAP SE
Comment
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Lean Campaign Management (C39): Test Script
3 Process Overview Table
The scope item Lean Campaign Management consists of several steps provided in the following table.
Process step
Business condition
Business role
Expected results
Create Marketing Plan
Access to Marketing Calendar
Marketing Manager
Marketing plan with four related marketing
elements
Create Campaigns
Marketing plan
Marketing Manager
Three different campaigns for the channels
letter, e-mail, and leads
Business Partner
Segmentation
Business Partners exist in system
Marketing Manager
Target Group created with or without external
list management
Campaign Execution
Target Groups have been created
Marketing Manager
Three different types of campaign execution
have been realized: Open channel, E-Mail,
Lead generation
© SAP SE
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Lean Campaign Management (C39): Test Script
4 Testing the Process Steps
This section describes test procedures for each process steps that belongs to this scope item.
The test should take approximately 1 ½ to 2 hours.
4.1 Create Marketing Plan
Purpose
The purpose of this step is to define the overall structure of your marketing plan and marketing plan elements that will be relevant for the current
year.
You use marketing projects management to set up and structure all your marketing initiatives, to plan specific project-related key figures, to
execute the projects, and finally to monitor their success and their costs. If you wish, you can also set up multi-level or multi-wave projects that can
run automatically once they are triggered.
You can create marketing projects in the Integrated Marketing Calendar or the Marketing Planner.
The Integrated Marketing Calendar is designed to act as a central point of entry and to provide a working area that gives you an overview of all
promotional events within a certain time range, providing basic information, such as the name of the promotion, status and time range in the form
of bars. It also allows you to create campaigns by creating a bar directly in the appropriate time range and to reschedule any of your planned
activities by moving or stretching this bar. You can also delete the activity or copy it elsewhere.
The Marketing Planner is a planning tool which you can use to access and carry out all of your marketing activities.
The marketing plan will be created in the Marketing Planner directly.
Procedure
Test
Step #
Test Step Name
Instruction
1
Logon
Log on to the CRM WebClient as
marketing manager.
The Home page appears.
2
Create new
Marketing Plan
In the navigation bar, choose
Marketing  Create  Marketing
Marketing Plan: New screen
opens.
© SAP SE
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Plan
3
Add General
Data
On the Marketing Plan: New
screen, make the required entries.
ID: C/MP01
Description: Overall
Marketing Plan for
<next year>
Type: Marketing
Promotion
Planned Start:
01.01.<next year>
Planned End:
31.12.<next year>
4
Change the
status
Select Released from New Status.
5
Save new
Marketing Plan
Choose Save to save the newly
created marketing plan.
6
Show Hierarchy
Choose Show Hierarchy.
The Hierarchy Assignment block
is displayed at the top left side of
the marketing plan.
7
Create
Marketing Plan
Element
To create four marketing plan
elements (one for each quarter of
the year), highlight the previously
created marketing plan in the
Hierarchy screen area (if not
already highlighted) and choose
New.
The Create Marketing Project
dialog box is displayed.
8
Add Fields in
Dialog Box
In the Create Marketing Project
Web page dialog box, make the
required entries.
© SAP SE
New Status: Released
Create: Marketing Plan
Element
New Marketing Plan Element
screen opens.
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Choose Create.
New ID: C/MP01-Q01
Expected Result
Pass / Fail /
Comment
New Description:
Marketing
Activities for Q1
<next year>
9
Add General
Data
In the Marketing Plan Element
Details screen make the required
entries.
Planned Start:
01.01.<next year>
Planned End:
31.03.<next year>
Type: Marketing
Promotion
10
Change the
status
Change the status to Released
11
Save
Choose Save.
12
Create three
additional
marketing plan
elements
Repeat steps 5-10 to create the
other three marketing plan
elements that represent the
marketing activities for each
quarter of a year.
New Status: Released
Marketing Plan Element is saved.
New ID:
C/MP01-Q02
C/MP01-Q03
C/MP01-Q04
New Description:
Marketing
Activities for Q2
<next year>
Marketing
Activities for Q3
<next year>
Marketing
Activities for Q4
<next year>
A marketing plan with four related
marketing plan elements has
been created.
Now you have completed all
mandatory prerequisites to be
able to assign a campaign
process to an existing marketing
plan structure.
Planned Start:
01.04.<next year>
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Planned Start:
01.07.<next year>
Planned Start:
01.10.<next year>
Planned End:
30.06.<next year>
Planned End:
30.09.<next year>
Planned End:
31.12.<next year>
4.2 Create Campaigns
Purpose
A new campaign shall be created for a planned single trade show event within the overall marketing plan.
In order to demonstrate three different ways of campaign execution within this scenario, it is necessary to create three different
campaigns; one for each type of execution.
Prerequisites
Be sure that you have implemented the most current Adobe Flash Player on your client PC (for example, SE v1.4.2_09 or higher).
To check this, choose Start  Control Panel  Programs and Features. In the list, search for Adobe Flash Player.
Procedure
© SAP SE
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Lean Campaign Management (C39): Test Script
Test
Step #
Test Step Name
Instruction
1
Navigate to
Integrated
Marketing
Calendar
In the navigation bar, choose
Marketing  Search  Integrated
Marketing Calendar
In the Integrated Marketing
Calendar you can work with the
filter search at the top of the
screen.
In the section Marketing Project
Clusters, you can, for example,
activate Direct Marketing.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Marketing menu appears.
Integrated Marketing Calendar
Search screen appears.
Search result appears as per the
selected search criteria.
Appropriate Marketing Plan can
be retrieved via Search.
In the middle section you activate
Marketing Plan. On the right-hand
side you activate Calendar Year
<next year>.
Make sure that you select
Marketing Plan and that in the filter
Time no values are set.
Choose Search.
To save the search result, you can
choose Save Search As:
Marketing Activities <next year>
To view all existing marketing
plans and elements, choose Other
Projects in the Type View or
Hierarchy View of the calendar.
Note that the displayed name is
taken from the description, not
from the ID.
2
© SAP SE
Create New
To create a new campaign
A new row is inserted into the
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Test
Step #
3
Lean Campaign Management (C39): Test Script
Test Step Name
Instruction
Campaign
covering the first quarter of the
created marketing plan, select the
plan element for the first quarter,
and from the context menu,
choose New Campaign.
Add General
Data
Enter the required values on the
screen Campaign: New
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Integrated Marketing Calendar
Search result list.
Campaign ID and Description can
be added and appear in Search
result list after selecting OK.
Identification: C/MP01Q01-C01
Description: Trade Show
Campaign (Letter)
Type: Product
Promotion
Objective: Brand
Awareness
Tactic: Trade Show
Priority: High
Parent: C/MP01-Q01
(if not automatically
determined)
Start: 01.02.<next year>
End: 28.02. <next year>
4
Assign a
relevant
product
To assign a relevant product,
choose Add in assignment block
Products, if required (for example,
H11).
Product can be assigned to the
campaign.
Campaign is saved.
Choose Save.
5
© SAP SE
Activate To-Dos
To activate your Campaign ToDos, change the current status of
the campaign from Created to
You automatically receive two
mandatory To-Dos in the
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
Approved.
If there are field entries missing in
the automatically assigned time
report, add the missing information
before you continue
6
Add more ToDos
To add more To-Dos, choose
assignment block Campaign ToDos and select Suggested Tasks.
Activate Coordination with Sales
team.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
assignment block Campaign ToDos
These assignments must be
completed before you change the
status of your campaign to
Released.
.
In your task list you will now find
three tasks to be done before you
set the status of the campaign to
Released.
Save your entries.
7
Change task
statuss
To change your tasks, choose the
Edit icon in the Action column and
set the status accordingly.
Save your entries.
8
Change
campaign to-do
To change a campaign to-do,
choose the description
Coordination with sales team.
The task details screen opens.
On the Coordination with sales
team screen, choose Edit.
Enter the Account ID and the
relevant contact if not drawn
automatically.
9
© SAP SE
Add Note
In assignment block Notes you
Task has been detailed. The
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
can write down what needs to be
coordinated with the sales team,
for example, the target group of
the campaign or the layout of the
flyer.
Expected Result
Pass / Fail /
Comment
responsible person will find the
task on his or her CRM home
page.
Task is saved.
Choose Save and Back to go back
to the campaign.
10
Display
Integrated
Marketing
Calendar
Marketing Calendar Search
screen is displayed.
Choose
Back to go back to the
Integrated Marketing Calendar.
In the Integrated Marketing
Calendar the marketing plan
Overall Marketing Plan for <Year>
now appears as a hierarchy
including all assigned marketing
elements and the newly created
campaign.
You can also distinguish the
different hierarchies within the
calendar by choosing Color
scheme  Status. The various
calendar elements appear in
different colors depending on their
status.
11
© SAP SE
Create three
additional
campaigns
Repeat steps 2-12 to create the
following three additional
campaigns.
You can choose the IDs and
descriptions shown on the right.
Identification:
C/MP01-Q01-C02
C/MP01-Q01-C03
C/MP01-Q01-C04
Description:
Trade Show Campaign
(E-Mail)
Four different campaigns for the
planned trade show have been
created and assigned to the
overall marketing plan to be
executed via four different
channels.
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Trade Show Campaign
(Leads)
Campaign following
Marketing
Permissions (EMail)
Expected Result
Pass / Fail /
Comment
Other values:
see first campaign
4.3 Create Campaign Template
Purpose
Campaign templates reduce the complexity when creating campaigns. The Campaign templates functionality helps the Marketing Department
reduce the number of clicks required to create a “complete” campaign. Additionally, it helps the Marketing Department to set up a “best practice”
library of potential campaigns for a user to choose from.
There is no additional customizing needed. The work center page Marketing contains a set of shortcuts and provides access to all
CRM components related to the work center, such as Campaign Templates and Campaign from Template. You will also find
Campaign Templates functionality in the Integrated Marketing Calendar.
Procedure
Test
Step #
Test Step Name
Instruction
1
Open New
Campaign
Template
Marketing  Create  Campaign
Template
2
Add General
Data
Add the required values on the
screen Campaign Template: New
© SAP SE
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Identification: C/CT01
Description: Brand
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
Employee Responsible:
Determined automatically, for
example Melanie Richards
User Entries:
Field Name: Value
Awareness Campaign
Expected Result
Pass / Fail /
Comment
Type: Product
Promotion
Marketing Organization:
Determined automatically, for
example BP Marketing
Organization
Objective: Brand
Awareness
All other data within the template
can be filled, but is not mandatory.
Priority: High
Tactic: Trade Show
Currency: Prefilled, for
example USD
Plan From:
01.01.<next year>
Plan to: 31.12. <next
year>
Use From: <DDMMYYYY>
(optional information)
Use To: <DDMMYYYY>
(optional information)
3
Save
Choose Save.
A campaign template has been
created that will be used within
the next section to create the
related campaigns.
4.4 Create Campaigns with Reference to Campaign Template
Purpose
This section describes how to create campaigns based on a campaign template. There is no reference to a marketing plan element created.
However, it is possible to assign the campaign to a marketing plan element.
© SAP SE
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Lean Campaign Management (C39): Test Script
Procedure
Test
Step #
Test Step Name
Instruction
1
Open Integrated
Marketing
Calendar
In the navigation bar, choose
Marketing  Integrated Marketing
Calendar
2
Move Campaign
Template into
the Integrated
Marketing
Calendar
In the graphical view of the
marketing calendar choose
Templates  Campaign Template
Library
Search for the template created
before, for example via ID C/CT01
in the Web page dialog that
appears.
Select the respective template
from the result list.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
The data from the campaign
template used is copied into a
new campaign document.
To get to the result list, scroll
further down.
Drag and drop the template into
the Integrated Marketing Calendar
in the quarter/half year in which
you want to execute the campaign.
3
Add General
Data
Enter the required values.
To assign the campaign to a
marketing plan element, carry out
the following steps:


© SAP SE
Choose the input help next to
the Parent field.
In the Select Parent Marketing
ID: Enter an ID you want
to use as identifier.
Description: Trade Show
Campaign (Letter)
The general campaign data is
copied from the template used
and need not be filled out here.
Start: 01.02.<next
year>
End: 28.02.<next
year>
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Project dialog box search for
the marketing plan element to
which you want to assign the
campaign (for example
C/MP01-Q01).
4
Assign a
product
To assign a relevant product,
choose Edit List in assignment
block Products.
Assign a product within the
Products assignment block by
using the input help.
5
Change status
As prerequisite for the execution of
this campaign, set the status to
Released.
6
Save
Choose Save.
© SAP SE
You have created a campaign
based on a campaign template.
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4.5 Business Partner Segmentation
4.5.1
Create Target Group for Contacts with Marketing Permissions
Purpose
After you have successfully created your marketing plans, marketing plan elements, and the campaign template in advance you can now define
your business partners that should be addressed with your initial campaign. Therefore you can initiate an appropriate customer segmentation
process.
To communicate with your customers in a targeted manner, you must know who your customers are, what their interests are and what patterns
their purchasing behavior follow. The existing marketing data on your business partners is therefore a valuable resource when modeling target
groups for your marketing activities. The division of your customer master into different groups is called customer segmentation and depends
heavily on the planned marketing activity. The segments created in this way can then be further processed in various ways, depending on the
requirements and preferences of the business partners they contain.
You create target groups with the help of different data sources by combining selection criteria from sources including InfoSet queries, business
partner data and acquired address lists.
The query also takes into account whether the targeted Business Partner allows being contacted at all or in which way. These Marketing
Permissions are stored within the master data set of the related contact person.
Target groups can be assigned directly to marketing campaigns or used as additional criteria for product proposals. From the CRM Marketing
Planner, you can contact the business partners in the target groups via numerous contact channels (that is, e-mail, telephone, SMS text
messaging). You also have the option, however, to contact target groups directly without reference to a campaign.
Procedure
Test
Step #
Test Step Name
Instruction
1
Create New
Model
In the navigation bar, choose
Marketing  Create 
Segmentation Model
2
Add Fields
In the Create new model dialog
box, make the required entries.
Choose OK.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Create New Model screen opens.
Description: Contacts
with Marketing
Permissions
Segmentation model is saved.
Segmentation Object:
© SAP SE
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
Choose Save.
User Entries:
Field Name: Value
Business Partners
or Relationships
Expected Result
Pass / Fail /
Comment
Usage: Campaign
3
Select the
attribute list
On the Attribute Lists tab page use
the input help to select the
attribute list and select
BP_MARK_PERMISSIONS. This
helps you to only select Business
Partners that have agreed to be
contacted for a campaign (for
example, via e-mail).
Attributes with their respective
filter values appear.
For the attribute Permissions for
Marketing via E-Mail select the
value Given.
4
Select Filter
Value
Transfer the attribute to the
staging area using drag and drop.
Filter value can be dragged to the
modeling area.
If the attributes overlap, select
option Keep (from the displayed
options Keep, Exclude and Split).
Note that the number stays 0 at
first; after counting all club
members, the number changes
accordingly.
To combine the attribute of a given
marketing permission, a second
attribute value can be placed on
top of it.
5
© SAP SE
Select another
the attribute list
On the Attribute Lists tab page use
the input help to select the
attribute list and select
BP_CUST_CLASS.
Filter value has been added to the
previous selection.
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
From the attribute Attended
Events select the value Trade Fair.
Transfer the attribute to the
staging area using drag and drop.
The moment the attributes
overlap, select option Split (from
the displayed options Keep,
Remove and Split).
6
Check size
Select Count from the navigation
bar to see the effects of your
selection.
7
Change the
profile
description and
save
Click the Description of your new
profile in the Navigator area and
choose Edit.
In the Description field you can
change the description of the
profile (for example, Contacts with
Marketing Permissions.
Size of the segment is updated.
Save the new profile.
8
Create the
target group
Now you are able to create the
target group for your profile.
Target Group is created. Target
Group icon appears in the
Modeling Area.
Click the
icon for the new
profile created above (for example,
Contacts with Marketing
Permissions) in the Navigator
area.
From the Options dropdown menu
choose Define Target Group.
© SAP SE
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
In case the above navigation
option is not available, choose
More  Settings from the toolbar.
In the dialog box under the
General Settings tab, select the
option Enable Right Click Context
Menu in the Further Settings
sections. Confirm the changes by
choosing OK.
9
Generate Model
Choose Generate Model. In the
upcoming Schedule Job dialog
box, keep the settings and confirm
with OK.
Choose Save.
10
Display the
target group
details and a list
of all business
partners
To display the details and all
business partners listed as
members of the target group, click
the name of your target group
which is available as a hyperlink.
Your target group is now created
and the number of business
partners contained in the target
group will be displayed
automatically in the Navigator
area.
The target group details and a list
of all business partners that fulfill
your selection criteria are
displayed.
Via Insert and Delete you can
adapt the target group member list
manually.
11
© SAP SE
Save
Choose Save.
Now you have successfully
created a target group Contacts
with Marketing Permissions
containing all business partners
that will be addressed via e-mail
within the campaign.
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Lean Campaign Management (C39): Test Script
Create Target Group for Customers for Trade Show
Purpose
As preparation for the campaign execution, you need to create an additional target group for customers for Trade Show.
Procedure
Test
Step #
Test Step Name
Instruction
User Entries:
Field Name: Value
1
Create New
Model
In the navigation bar, choose
Marketing  Create 
Segmentation Model
2
Add Fields
In the Create new model dialog
box, make the required entries.
Description: Customers
for Trade Show
Choose OK.
Segmentation Object:
Business Partners
or Relationships
Expected Result
Pass / Fail /
Comment
Create New Model screen opens.
Usage: Campaign
3
Select the
attribute list
On the Attribute Lists tab page use
the input help to select the
attribute list and select
BP_CUST_CLASS. This helps you
to only select Business Partners
with a certain set of attributes
added within their master data
record.
Attributes with their respective
filter values appear.
For the attribute Attended Events
select the value Trade Fair.
Transfer the attribute to the
staging area using drag and drop
If the attributes overlap, select
option Keep (from the displayed
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SAP Best Practices
Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
options Keep, Exclude and Split).
Note that the number stays 0 at
first; after counting all club
members, the number changes
accordingly.
4
Select another
attribute
To combine the attribute of
attended events, a second
attribute value can be placed on
top of it.
Filter value has been added to the
previous selection.
From the attribute Club Member
select the value Yes.
Transfer the attribute to the
staging area using drag and drop.
The moment the attributes
overlap, select option Split (from
the displayed options Keep,
Remove and Split).
Select Count from the navigation
bar to see the effects of your
selection.
5
Change the
profile
description and
save
Click the Description of your new
profile in the Navigator area and
choose Edit.
In the Description field you can
change the description of the
profile (for example, Customers for
Trade Show). Make sure that the
profile usage is Campaign.
Save the new profile.
6
© SAP SE
Create the
Now you are able to create the
target group for your profile.
Target group is created.
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
target group
Click the
icon for the new
profile created above (for example,
Customers for TradeShow) in the
Navigator area.
From the Options dropdown menu
choose Define Target Group.
In case the above navigation
option is not available, choose
More  Settings from the toolbar.
In the dialog box under the
General Settings tab, select the
option Enable Right Click Context
Menu in the Further Settings
sections. Confirm the changes by
choosing OK.
7
Generate Model
Choose Generate Model. In the
Schedule Job dialog box, keep the
settings and confirm with OK.
Choose Save.
8
Show Target
Group members
To display the details and all
business partners listed as
members of the target group, click
the name of your target group
which is available as a hyperlink.
Your target group is now created
and the number of business
partners contained in the target
group will be displayed
automatically in the Navigator
area.
The target group details and a list
of all business partners that fulfill
your selection criteria are
displayed.
Via Insert and Delete you can
adapt the target group member list
manually.
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Test
Step #
Test Step Name
Instruction
9
Save
Choose Save.
4.5.3
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
You have successfully created a
target group Customers for Trade
Show containing all business
partners that will be addressed via
e-mail within the campaign.
External List Management
Purpose
External List Management (ELM) is used to upload business partners into the system and to create a target group from the list. This target group
can be used to create leads automatically afterwards.
After an event took place you might have gathered some business cards from potential customers who told you that they were very interested in
your newly advertised product.
In order to upload the business partner data you should have gathered the address details in a separate CSV file as explained in
the configuration guide of building block C1D – CRM External List Management.
Address List Maintenance Options:
You can basically create and update the address lists using the various options provided such as Upload Address List, Map Data, Postal Check,
Duplicate Check, Business Partner Creation, Target Group Creation and finally Delete the Address List.
Postal Check, Duplicate Check and Deletion of Address List are out of delivery scope for SAP CRM rapid-deployment solution.
Due to performance reasons, all steps are executed in the background by workflow processing.
You can mark the step(s) that you want to execute and specify the error attribute and the repeat attribute for each step.
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After you have marked the steps to be executed, enter the start data (start type, start date, start time) and save the address list. A task is created
and starts as specified in the start data.
The address list switches to display mode if you have specified the start type as Start Immediately.
Read File
You upload the data from the application server file to the SAP CRM database tables for External List Management (ELM). After you have
uploaded the file successfully, the temporary file from application server is deleted. Further processing for this address list is done using the data
from the SAP CRM tables.
To execute this step, select the Read File option and specify the error attribute and the workflow start data.
The temporary application server file is created only if you select the data file from the workstation while adding administration data on the
Basic Data tab. In case you select the data file from the application server, it is not deleted after you have uploaded the file successfully.
To repeat Upload File, select the data file in the tab Basic Data again, choose the Upload File option, specify the start data and save the
address list. You cannot repeat Upload File after Business Partner Creation if business partners have been created.
The data created by the previously executed step is deleted.
Map Data
You map the address data to the SAP Business Partner structure according to the mapping rules defined in the mapping format. If mapping rules
are not available for the mapping format, the system tries to map the data using the Business Add-In (BAdI) Define Execution of Steps to map and
convert data using the method MAP_AND_CONVERT_DATA. If no active implementation is found for the mapping format, the system uses the
default implementation. In the default implementation – in case you have enhanced the structure fields - you must ensure that the field name
length does not exceed 25 characters.
Map Data functionality can be used to map organization, persons and marketing attributes by creating mapping formats.
Add Business Partners
After the address data is mapped successfully to SAP standard structures, you can use it to create business partners. You can create business
partners for the successfully mapped records. You can do this only if they do not have any postal errors and are not marked as duplicates.
To execute this step, select the Maintain Business Partner option, specify the error attribute and set the start data.
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You cannot repeat the Business Partner Creation using the repeat attribute All Data Records. If this step is repeated, only errors and
unprocessed records are processed again.
During the creation of business partners, the standard APIs to create business partners are used.
Mapping of Marketing Attributes
For marketing attributes to be mapped, they should first be defined in the system. User will have to add rules so that marketing attributes for the
business partners can be correctly mapped and uploaded to the system. Filter criterion should be set to Marketing Attributes; a new field Attribute
set will be visible. Select the attribute set that contains the attributes that will be used as target fields to map the data in the CSV file. Mapping
rules should be created to map the correct attribute value to data file values.
Create Target Group
In this step, you can create a target group in a new or existing profile set and add to this target group all the business partners created from the
address list.
To execute this step, select the Maintain Target Group option, specify the target group and profile set details and set the start data.
Once you perform the target group creation, you cannot change the target group and profile set details. If you repeat this step,
then only those business partners who could not be added to the target group in the previous execution will be added.
Procedure
Test
Step #
Test Step Name
Instruction
1
Open New
External List
In the navigation bar, choose
Marketing  Create  External
List
2
Add General
Data and
Process Steps
On the External List: New screen,
make the required entries.
© SAP SE
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
ID: Y_BP_ELM
External List: Business
Partners from Trade
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Show
Expected Result
Pass / Fail /
Comment
External List Origin:
Trade Show
External List Type:
Internally Procured
Mapping Format: ELM
for Customer
Address Data Upload
Read File:
Map Data:
Maintain Business
Partners:
Maintain Target Group:
Delimiter: Semicolon
3
Add names
Make the required entries.
New Target Group:
BP_TG_ELM
New Segmentation
Model: BP_PS_ELM
4
Upload file
Choose Select Client File.
Browse, for example, for the file
Y_External_List_US.csv in the
BP_CRM_703_SampleFiles_XX_
XX.zip file attached to the relevant
CRM RDS Note.
After the new business partners
have been created, they will all be
collected in the new target group.
Alternatively, you could also
assign the newly created
business partners to an existing
target group.
This file contains example data
that can be modified before
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SAP Best Practices
Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
upload.
You can find a language-specific
version of the file in the relevant
sub-directory (for example,
Y_External_List_ES.csv, stored in
subdirectory ES for the Spanish
version).
For more information see section
Defining Upload File in the
configuration guide of building
block C1D – CRM External List
Management.
Note that leading zeros are
important for the input parameter
value of some fields.
For example, for field Region
(PERS_REGION) a two-digit value
(for example, 08 instead of 8) is
needed.
© SAP SE

When editing the CSV file with
Notepad, all leading zeros
are visible and still exist after
saving the file.

Be careful when editing the
CSV file with Microsoft Excel:
You cannot see existing
leading zeros for the values.
After saving the file all existing
leading zeros will be lost.
One possibility to prevent this
behavior is to define number
format Text for the
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
corresponding cells.
Choose Upload.
As scheduling time select
Immediately.
Choose Start.
5
6
Check the
status of
uploading
process
In order to view the current status
of your uploading process, you
can repeat by choosing Refresh.
View List
Records
Choose Show List Records to view
the fields of your data records.
You have done everything
correctly when you see the
information message with traffic
light set to green.
If errors occur, double-click the red
traffic light message for error
details.
After error correction, you have to
restart the process (steps 3 – 4).
You can access the contact data
by choosing the hyperlink on the
business partner ID.
Now you have successfully
created target group BP_TG_ELM
containing all business partners.
Additionally you have created the
organizations with marketing
attributes and contact persons.
4.6 Process Campaign Execution…
Purpose
The following options are available for the execution of the campaign:

Open Channel: an address file is generated for the business partners of the target group that can be used as input for a mail-merge letter.
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
E-mail: using a predefined e-mail form. In addition, activities are created automatically in parallel for each e-mail.

Phone: optionally using a predefined interactive script, which means that a call list is generated for the business partners of the target
group that can be distributed by the IC manager to IC agents.

Lead Creation: the campaign execution triggers a lead generation for each business partner that is a member of the campaign’s target
group.
… via Open Channel (Alternative 1)
4.6.1
Purpose
In this activity, you execute the campaign via Open Channel.
First a target group needs to be assigned to the campaign. The execution via Open Channel creates an address file in CSV format for all business
partners of the target group. This address file can be used as data input for a mail-merge letter.
Prerequisites
You can only add one channel alternative per campaign.
Therefore different campaigns were created in section Create Campaigns to execute each alternative as described below.
Procedure
Test
Step #
Test Step Name
Instruction
1
Navigate to
Integrated
Marketing
Calendar
In the navigation bar, choose
Marketing  Integrated Marketing
Calendar
In the Integrated Marketing Calendar
you can work with the Filter Search in
the upper screen area.
In section Marketing Project Clusters,
you can, for example, activate Direct
Marketing.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Marketing menu appears.
The Integrated Marketing
Calendar Search screen appears.
Search result appears as per the
selected search criteria.
Appropriate Marketing Plan can
be retrieved via Search.
In the middle section you activate
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SAP Best Practices
Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Marketing Plan. On the right side you
activate Calendar Year <next year>.
Make sure that in the Times filter
nothing is selected.
Choose Search.
To save the search result, you can
choose Save Search As: Marketing
Activities <next year>.
To view all existing marketing plans
and elements, choose Other Projects
in the Type View area of the calendar.
Note that the displayed name is taken
from the description, not from the ID.
2
Open a
campaign
To open the newly created campaign
C/MP01-Q01-C01 (Trade Show
Campaign (Letter)), right-click the
campaign entry and choose Details
from the dropdown menu.
Campaign can be accessed.
3
Select the
Target Group
In the Segments assignment block
choose Edit List.
Segment is/can be assigned.
In the description field use the input
help to select your new target group
(segmentation model) Customers for
Trade Show
If your target group contains contact
persons directly, not via the corporate
account, you have the option to
choose between a B2C (B2B
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
inactivated) or a B2B (B2C
inactivated) contact.
In the B2C contact, the address of the
contact person is determined by the
contact’s Main Address and
Communication Data.
In the B2B contact, the address of the
contact person is determined via the
relationship to the corporate account
displayed as the contact’s Work data.
In case the address in the Work
assignment block of the contact’s
master data is not added, no contact
will be generated when starting the
campaign.
To display the contact’s master data
navigate as follows: Accounts &
Products  Search: Contacts.
If your target group contains
corporate accounts, always use the
address mentioned in the Main
Address and Communication Data of
the corporate accounts. The contact
persons will be contacted, no matter if
B2B is activated or not.
4
Add Status and
Channel
In the Campaign Details assignment
block choose Edit.
New Status:
Released
On the screen Campaign: <ID>,
<description>, select the required
values (using the input help).
Communication
Medium: Open
Channel – Address
Data File Export
Choose Save.
File Export Form:
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Test
Step #
Test Step Name
Instruction
5
Upload the file
In the Attachments assignment block,
choose New Attachment.
User Entries:
Field Name: Value
Y_OPEN_CHANNEL_AD
DRESS_FILE
Expected Result
Pass / Fail /
Comment
You can use the document
Y_Trade_Show_Invitation_Letter.doc
which is provided in the
BP_CRM_703_SampleFiles_XX_XX.
zip file attached to the relevant CRM
RDS Note.
In the field Upload Document From
Local Hard Disk browse for the
upload document from your local hard
disk.
Choose Upload.
6
Start the
campaign
execution
To start the campaign execution,
choose Start.
Confirm the dialog box with Yes.
In the Segments assignment
block, the job execution status
Job Started is displayed in the
Job Status field.
Enter the relevant data for scheduling
the job.
For an immediate execution, select
Start Immediately.
Choose Start.
7
© SAP SE
View Progress
To view the progress of the job,
choose Refresh.
After successful execution of the
job, an address file (.csv) is
automatically uploaded into the
system and assigned to the
Attachments assignment block.
The file name contains the
campaign ID and the creation
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
date and time.
If the file does not appear
immediately, press the Refresh
button in the browser to get the
latest data version.
To configure the layout of the
generated CSV file to your needs,
take a look at Note 672599 for
some helpful information (this
Note describes the former BAdI
solution, but still contains valid
information).
8
Rename the file
Click Properties next to the file’s
name.
Rename the file to BP Trade Show
(Letter), enter a short description, for
example Letter Campaign, and
choose Back.
9
Save the file
locally
Click on Advanced in the Attachments
assignment block.
Select the csv file and choose More
 Check Out.
Select Save: Save as and enter the
file name BP Trade Show (Letter) and
save as type MS Excel Comma
Separated Values File locally, for
example, in folder
C:\TEMP\Campaign.
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Lean Campaign Management (C39): Test Script
Test
Step #
Test Step Name
Instruction
10
Open the file
Then open the locally saved CSV
address file with MS Excel.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Optionally, depending on your Excel
version:
Highlight the first column and choose
Data  Text to Columns...
Select file type Delimited and then
select the delimiter Semicolon.
Choose Finish.
The address file has now got a
standard Excel format.
11
Rename and
save the Excel
Worksheet
Rename the Excel Worksheet to
Y_Trade_Show_Address.
Save the file with name
Y_Trade_Show_Address and file type
Microsoft Office Excel Workbook
(*.xls).
This Excel file can be used as
address file for the mail-merge letter
functionality.
To proceed with this scenario you
may also use the document
Y_TRADE_SHOW_ADDRESS.xls
which is provided in the
BP_CRM_703_SampleFiles_XX_XX.
zip file attached to the relevant CRM
RDS Note.
12
© SAP SE
Copy the files
into the same
directory
To run the mail-merge letter
functionality, proceed as follows:
Copy both files into the same
directory (for example,
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SAP Best Practices
Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
C:\TEMP\Campaign):
13
Start the mailmerge
functionality

The address file (for example,
the newly generated one or
Y_TRADE_SHOW_ADDRESS.xl
s)

The mail-merge letter
document (for example,
Y_Trade_Show_Invitation_Letter.
doc).
Open the mail-merge letter document.
The mail-merge functionality will start
automatically.
If the mail-merge functionality does
not start, proceed with the following
steps and then skip steps 12-13:
© SAP SE
-
In the Word document navigate
to the Mailings tab.
-
At Start Mail-Merge, select Step
by Step Mail Merge Wizard from
the dropdown list.
-
An additional dialog box appears
and you are already in the 3rd
step.
-
In the 3rd step: Select for the
recipients Use an existing list and
browse to the created Excel file
on your desktop. Always confirm
with Ok for the next three steps.
As a result of the mail-merge
letter functionality, the first letter is
automatically generated and
opened with MS Word.
Depending on the MS Word
version used, some of the next
steps can be different.
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SAP Best Practices
Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
-
Continue to the 5th step and you
can see the preview of the letter
for the 1st Business Partner.
-
Continue to the 6th step and now
you are able to print out the serial
letter.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Confirm the SQL command message
with Yes if necessary.
If the address file is not stored in
folder C:\TEMP\Campaign an error
message will occur. Confirm the
message and add the correct file path
on the following screen.
14
Access the mail
merge
functionality
To access the mail merge
functionality of MS Word, choose
Mailings  Mail Merge.
15
Edit the next
letter
In the Mail Merge toolbar you can
choose Next Record to edit the next
letter.
16
Print out the
letter
Choose Merge to Printer in order to
print out either the current letter
(Current record) or all of them (All).
4.6.2
The campaign has been executed
using the Open Channel as
communication channel.
An invitation letter has been
created and printed out for every
target group member.
… via E-Mail Creation (Alternative 2)
Purpose
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In this activity, you execute the campaign via e-mail.
A target group is assigned to the campaign. The execution via e-mail creates outbound e-mails with an attached e-mail form.
Prerequisites
An additional campaign (for example, C/MP01-Q01-C02 (Trade Show Campaign (E-Mail) for the first marketing plan element C/MP01-Q01) has
been created to be executed using the e-mail channel.
In order to successfully send e-mails to each member of the target group, e-mail addresses must be added in the address master data of each
corresponding business partner.
For testing purposes, you can use your own existing e-mail address.
Procedure
Test
Step #
Test Step Name
Instruction
1
Navigate to
Integrated
Marketing
Calendar
In the navigation bar, choose
Marketing  Search  Integrated
Marketing Calendar
In the Integrated Marketing
Calendar you can work with the
filter search at the top of the
screen.
In section Marketing Project
Clusters, you can, for example,
activate Direct Marketing.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Marketing menu appears.
Integrated Marketing Calendar
Search screen appears.
Search result appears as per the
selected search criteria.
Appropriate Marketing Plan can
be retrieved via Search.
In the middle section you activate
Marketing Plan. On the right-hand
side you activate Calendar Year
<next year>.
Make sure that in the Times filter
nothing is selected.
Choose Search.
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
To save the search result, you can
choose Save Search As:
Marketing Activities <next year>.
To view all existing marketing
plans and elements, choose Other
Projects in the Type View area of
the calendar. Note that the
displayed name is taken from the
description, not from the ID.
2
Open the
campaign
To open the newly created
campaign C/MP01-Q01-C02
(Trade Show Campaign (E-Mail)),
right-click the campaign entry and
choose Details from the dropdown
menu.
Campaign can be accessed.
3
Choose the
Target Group
In the Segments assignment block
choose Edit List.
Segment is/can be assigned.
Use the input help to search for
your new target group Customers
for Trade Show.
Choose Save.
4
Add Status and
Channel
In the Campaign Details
assignment block, choose Edit.
On the screen Campaign: <ID>,
<description>, select the required
values (using the input help).
Choose Save.
New Status: Released
Communication Medium:
E-mail with
activity creation
Sender: <Blank>
Form for E-Mail:
Y_TRADE_SHOW_INVITA
TION
E-Mail Address:
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Test
Step #
Test Step Name
Instruction
5
Start the
campaign
Choose Start in order to start the
campaign execution.
Enter the relevant data to
schedule the job.
For an immediate execution select
Start Immediately.
User Entries:
Field Name: Value
YMKT_ADR
Expected Result
Pass / Fail /
Comment
In the Segments assignment area
the job execution status Job
Started is displayed in the Job
Status field.
Choose Start.
6
View Progress
To view the progress of the job,
choose Refresh.
After some time you get the job
status Job Ended Without Errors.
After successful execution of the
job, e-mails are automatically sent
and an activity is created for each
e-mail to track the customer
contact.
7
Evaluate
contact list on
business
partner level
Evaluate a campaign-related
contact list for communication
channel 03 Internet mail (SMTP)
on business partner level including
contact status:
The system displays the
evaluation report on business
partner level.
In the navigation bar, choose
Reports  Marketing Contact List
8
Evaluate
contact list on
campaign level
Evaluate a campaign-related
contact list for communication
channel 03 Internet mail (SMTP)
on campaign level:
The system displays the
evaluation report on campaign
level.
In the navigation bar, choose
Reports  Marketing Contact
Summary
9
© SAP SE
Check the
To check the generated activities:
The campaign has been executed
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Test
Step #
Lean Campaign Management (C39): Test Script
Test Step Name
Instruction
generated
activities
In the navigation bar, choose
Marketing  Search: Activities
User Entries:
Field Name: Value
Search for activities with category
E-Mail.
Expected Result
Pass / Fail /
Comment
using E-Mail as communication
channel. E-mails and activities
have been created accordingly for
each target group member.
With SAP GUI transaction SOST
you can check the transmission
status of the e-mails, if e-mail
addresses have been added in
the business partner address
master data of the target group
members.
… with Lead Creation (Alternative 3)
4.6.3
Purpose
The execution via lead generation channel creates a lead for each business partner who is member of the selected target group.
Prerequisites
Campaign execution with lead generation only works if all necessary settings for Lead Management have been added in the
CRM system (for example, definition of transaction type for leads etc. – for details see the Configuration Guide of building block
C37 – CRM Lead Management).
If you do not use Lead Management at all, skip this campaign execution alternative using lead generation as communication
channel.
An additional campaign (for example, C/MP01-Q01-C03 (Trade Show Campaign (Leads) for the first marketing plan element C/MP01-Q01) has
been created and released to be executed using the lead generation channel.
A lead template has also been created.
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Lean Campaign Management (C39): Test Script
Procedure
Test
Step #
Test Step Name
Instruction
1
Navigate to
Integrated
Marketing
Calendar
In the navigation bar, choose
Marketing  Search  Integrated
Marketing Calendar
In the Integrated Marketing
Calendar you can work with the
filter search at the top of the
screen.
In section Marketing Project
Clusters, you can, for example,
activate Direct Marketing.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Marketing menu appears.
Integrated Marketing Calendar
Search screen appears.
Search result appears as per the
selected search criteria.
Appropriate Marketing Plan can
be retrieved via Search.
In the middle section you activate
Marketing Plan. On the right-hand
side you activate Calendar Year
<next year>.
Make sure that in the Times filter
nothing is selected.
When activating the search criteria
Calendar Year, you can of course
set any year for which you need to
display your marketing plans.
Choose Search.
To save the search result, you can
choose Save Search As:
Marketing Activities <next year>.
To open the newly created
campaign C/MP01-Q01-C03
(Trade Show Campaign (Leads)),
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
right-click the campaign entry in
the result list and choose Details
from the dropdown menu.
2
Choose the
Target Group
In the Segments assignment block
choose Edit List.
Segment is/can be assigned.
Use the input help to search for
target group BP_TG_ELM
representing the external address
list members.
Choose Save.
3
Add Status and
Channel
In the Campaign Details
assignment block choose Edit.
On the screen Campaign: <ID>,
<description> select the required
values (using the input help).
New Status: Released
Communication Medium:
Lead Generation
Choose Save.
4
Start the
campaign
Choose Start in order to start the
campaign execution.
Enter the relevant data to
schedule the job.
For an immediate execution select
Start Immediately.
In the Segments assignment area
the job execution status Job
Started is displayed in the Job
Status field.
Choose Start.
5
View Progress
To view the progress of the job,
choose Refresh.
After some time you get the job
status Job Ended Without Errors.
After successful execution of the
job, leads were generated for
each target group member
(containing the name of the
executed campaign as lead
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Test
Step #
Test Step Name
Lean Campaign Management (C39): Test Script
Instruction
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
description).
6
Check the Lead
Generation
To check the lead generation, use
the following navigation:
The campaign has been executed
using Lead Generation as
communication channel. Leads
have been created accordingly;
one for each target group
member.
In the navigation bar, choose
Marketing  Search: Leads
4.6.4
… via E-Mail Creation with target group members containing marketing
Permission (Alternative 4)
Purpose
In this activity, you execute the campaign via e-mail.
Execution via e-mail creates outbound e-mails only to business partners who accepted E-Mail contacts.
Prerequisites
An additional campaign C/MP01-Q01-C04 for the first marketing plan element C/MP01-Q01) has been created to be executed using the e-mail
channel.
In order to successfully send e-mails to each member of the target group, e-mail addresses need to be added in the address master data of each
corresponding business partner.
For testing purposes, you can use your own existing e-mail address.
Procedure
Test
Step #
Test Step Name
Instruction
1
Navigate to
Integrated
Marketing
In the navigation bar, choose
Marketing  Search  Integrated
Marketing Calendar.
© SAP SE
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Marketing menu appears.
Integrated Marketing Calendar
Search screen appears.
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Test
Step #
Lean Campaign Management (C39): Test Script
Test Step Name
Instruction
Calendar
In the Integrated Marketing
Calendar you can work with the
filter search at the top of the
screen.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Search result appears as per the
selected search criteria.
Appropriate Marketing Plan can
be retrieved via Search.
In section Marketing Project
Clusters, you can, for example,
activate Direct Marketing.
In the middle section you activate
Marketing Plan. On the right-hand
side you activate Calendar Year
<next year>.
Make sure that in the Times filter
nothing is selected.
Choose Search.
To save the search result, you can
choose Save Search As:
Marketing Activities <next year>.
To view all existing marketing
plans and elements, choose Other
Projects in the Type View area of
the calendar. Note that the
displayed name is taken from the
description, not from the ID.
2
Open the
Campaign
To open the newly created
campaign C/MP01-Q01-C04, rightclick the campaign entry and
choose Details from the dropdown
menu.
3
Choose the
In the Segments assignment block
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Test
Step #
Lean Campaign Management (C39): Test Script
Test Step Name
Instruction
Target Group
choose Edit List.
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
Use the input help to search for
your new target group Contacts
with Marketing Permissions.
Choose Save.
4
Add Status and
Channel
On the Campaign: <ID>,
<description> screen, select the
required values (using the input
help).
Choose Save.
New Status: Released
Communication Medium:
E-mail with
activity creation
Sender: <Blank>
Form for E-Mail:
Y_TRADE_SHOW_INVITA
TION
E-Mail Address:
YMKT_ADR
5
Start the
campaign
Choose Start in order to start the
campaign execution.
Enter the relevant data to
schedule the job.
For an immediate execution select
Start Immediately.
In the Segments assignment area
the job execution status Job
Started is displayed in the Job
Status field.
Choose Start.
6
View Progress
To view the progress of the job,
choose Refresh.
After some time you get the job
status Job Ended Without Errors.
After successful execution of the
job, e-mails are automatically sent
and an activity is created for each
e-mail to track the customer
contact.
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Test
Step #
Test Step Name
Instruction
7
Evaluate
contact list on
business
partner level
Evaluate a campaign-related
contact list for communication
channel 03 Internet mail (SMTP)
on business partner level including
contact status:
User Entries:
Field Name: Value
Expected Result
Pass / Fail /
Comment
The system displays the
evaluation report on business
partner level.
In the navigation bar, choose
Reports  Marketing Contact List
8
Evaluate
contact list on
campaign level
Evaluate a campaign-related
contact list for communication
channel 03 Internet mail (SMTP)
on campaign level:
The system displays the
evaluation report on campaign
level.
In the navigation bar, choose
Reports  Marketing Contact
Summary
9
Check the
generated
activities
In order to check the generated
activities:
In the navigation bar, choose
Marketing  Search: Activities
The campaign has been executed
using E-Mail as communication
channel. E-mails and activities
have been created accordingly for
each target group member.
Search for activities with category
E-Mail.
With SAP GUI transaction SOST
you can check the transmission
status of the e-mails, if e-mail
addresses have been added in
the business partner address
master data of the target group
members.
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Lean Campaign Management (C39): Test Script
5 Appendix
5.1 Process Chains
This appendix is merely for internal reference. Delete before hand-over to customer unless relevant for e.g. A2O reasons.
The process to be tested in this test case is part of a bigger chain of integrated processes.
5.1.1
Preceding Processes
As an option, you may first have completed the following business processes and conditions before you start with the testing steps:
Process
Business Condition
<ScopeItem_Name> (<ScopeItem_Id>)
<ScopeItem_BusinessCondition>
5.1.2
Succeeding Processes
As an option, after completing the activities in this test case, you can continue testing the following business processes:
Process
Lead Management (C30)
© SAP SE
Business Condition
Leads generated as part of process C39 – Lean Campaign Management
can be used for further processing in the C30 – Lead Management
process. This process would then start with process step Qualify Leads.
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