1.
Test Script
SAP hybris Marketing 1.1 (1502)
April 2015
English
CUSTOMER
Audience Discovery and Targeting
ID: CE2
Table of Contents
1
Test Description
3
2
2.1
2.2
2.3
2.4
Prerequisites
System Access
Roles
Master Data and Transactional Data
Export Definition
4
4
4
4
4
3
Overview Table
6
4
4.1
4.2
4.3
4.4
4.5
Test Procedures
Create Segmentation Model
Create Segment
Create Target Group
Display Target Group Member Details
Export Target Group Members
7
7
8
11
13
16
Document History
Revision
Change Date
Description
0
Apr 13, 2015
Published version
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.
If there are any special requirements that do not fit into the template, add instructions to the appendix.
Audience Discovery and Targeting
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2
1
Test Description
Audience Discovery and Targeting is a segmentation solution powered by SAP HANA, and one of the solutions available in the SAP hybris Marketing rapid-deployment solution. Audience
Discovery and Targeting allows segmenting big data sets across different data sources via interactive visualizations to identify the right audience for a planned campaign or to answer complex
business questions.
This document explains the functions and usage of Audience Discovery and Targeting along a sample process in which a business analyst wants to find the right audience to address a new
product launch. It describes how to segment SAP ERP customers, how to create target groups for the identified segments, and how to export target group member data.
By default, Audience Discovery and Targeting allows segmentation of the following data:
o SAP ERP customers
o SAP CRM customers (with or without predictive analytics integration)
o SAP ERP/CRM contacts
o SAP ERP/CRM consumers
In this test script the test procedure is described for SAP ERP customer segmentation. If you do not use SAP ERP customer data in your system landscape, refer to the following test scripts:
o SAP CRM customers: Integration into Sales and Marketing (CE3)
o SAP CRM customers with buying propensity (predictive scenario) integration: Predictive Segmentation (CE5)
o SAP ERP/CRM contacts: Campaign Management (CM1)
Note
Instead of referring to the above test scripts, you can also execute most of the segmentation steps described below with a segmentation profile different from the one for SAP ERP
customers. In that case some steps or parameters need to be changed by you accordingly.
This document is written for readers familiar with the general features and functions of marketing segmentation and targeting as well as standard processes and terminology related to the
underlying processes.
Note
For more information about Audience Discovery and Targeting, see the SAP documentation: http://help.sap.com/cei  Application Help  SAP Library  SAP hybris Marketing 
SAP hybris Marketing Worksets and Applications  Audience Discovery and Targeting.
This document provides a detailed procedure for testing the Audience Discovery and Targeting solution after solution deployment, reflecting the predefined scope of the solution. Each process
step is covered in its own section, providing the system interactions (that is test steps) in a table view. Customer project specific steps must be added.
Audience Discovery and Targeting
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2
Prerequisites
The relevant master data and transactional data of your company have been loaded to your SAP hybris Marketing application.
2.1
System Access
The test should be conducted with the following system and users:
Type of Data
Details
System
System
<Provide details on how to access system, for example system client or URL>
Standard User
CEI_STD / password = welcome
2.2
Roles
For nonstandard users, the following roles must be assigned to the system users testing this scenario:
Business Role
Business Role Id
Business Analyst
Z_CUSTOMER_ENG_INTELLIGENCE; alternatively a dedicated role for Audience Discovery and Targeting.
2.3
Master Data and Transactional Data
The SAP hybris Marketing rapid-deployment solution supports the segmentation of SAP ERP and SAP CRM customer, contact, and consumer data. You use your own master data and
transactional data to go through the test procedure.
2.4
Export Definition
An export definition is a template that allows you to export target group member data to CSV files for further processing. In this prerequisite step you create such an export definition for SAP
ERP customers. This is a prerequisite for the Export Target Group Members chapter.
Audience Discovery and Targeting
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Procedure
Test
Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
1
Access Export
Definitions
In the SAP hybris Marketing application, navigate to Campaign
Management  Export Definitions.
The Export Definitions workset is displayed.
2
Create Export
Definition
On the Export Definitions view, choose New.
A Details area is displayed.
3
Define Export
Definition Details
In the export definition Details, maintain the following values:
Details for the export definition are defined.
Definition: For example, Download of ERP data
Segmentation Profile: ERP Customers
Target: <Choose a target>, for example, CEI RDS - Mail
Campaigns
4
Select Export
Definition Attributes
In the Details view, from the Available column, select all attributes you
want to use in the export definition.
The selected attributes are displayed in the Selected for
Export Definition column.
Note
To select more than one attribute, choose the C T R L key and
then click the first table column per relevant attribute.
To move the selected attributes to the Selected for Export
Definition table, choose the arrow pointing to the right.
5
Save Export Definition
To save the export definition, choose Save (Save selected export
definition).
Audience Discovery and Targeting
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The export definition is saved and can be used to
download SAP ERP customer data of target groups.
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3
Overview Table
The scope item Audience Discovery and Targeting consists of several process steps provided in the table below:
Process Step
Business Condition
Business Role
Expected Results
Create Segmentation Model
Customer data is available
Business Analyst
A segmentation model with 1-n segments is created.
Create Segment
Segmentation model exists
Business Analyst
A segment is created.
Create Target Group
Segment exists
Business Analyst
A target group is created and released.
Display Target Group Member Details
Target group exists
Business Analyst
Account details or contact details are displayed.
Export Target Group Members
Target group and export definition exist
Business Analyst
An export file is created for the target group members.
Audience Discovery and Targeting
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4
Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
The test should take 70 minutes.
4.1
Create Segmentation Model
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Tester Name
Testing Date
Click here to enter a date.
Duration
10 Minutes
Business Roles
Responsibility
<State Service Provider, Customer, or Joint Service Provider and Customer>
Purpose
You are a business analyst and you would like to, for example, create a campaign to promote a new product launched by your company. To identify the optimal target group, you segment your
customer base with the Audience Discovery and Targeting solution. Your first step is to create a segmentation model.
Procedure
Test
Step
#
Test Step Name
Instruction
Expected Result
1
Access Audience
Discovery and
Targeting
Access the Audience Discovery and Targeting workset.
The Audience Discovery and Targeting workset is
displayed.
2
Access
Segmentation
Navigate to Segmentation Models.
The Segmentation Models workset is displayed.
Audience Discovery and Targeting
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Pass / Fail /
Comment
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Test
Step
#
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
Models
3
Create
Segmentation
Model
In the Segmentation Models view, choose Create (Create segmentation model).
The Create Segmentation Model dialog box
opens.
4
Choose
Segmentation
Profile
On the Create Segmentation Model dialog box, choose the ERP Customers segmentation
profile and then choose OK.
The New Segmentation Model view is displayed.
The top-node segment contains all ERP
customers that have been loaded into your SAP
hybris Marketing application.
Note
A segmentation profile determines the population of the first segment. Depending
on your application setup, maybe you will not find the above-mentioned ERP
Customers profile. In that case you can choose one of the other segmentation
profiles. In that case you have to adjust the relevant test steps below.
5
Save Segmentation
Model
Choose Save the segmentation model (icon).
A Save As dialog box is displayed.
6
Enter the
Segmentation
Model Name
On the Save As dialog box, enter a name for the segmentation model and then choose OK.
The segmentation model has been saved.
4.2
For example: Segmentation Model: ERP
Segmentation Model
Create Segment
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Tester Name
Testing Date
Click here to enter a date.
Duration
15 Minutes
Business Roles
Responsibility
<State Service Provider, Customer, or Joint Service Provider and Customer>
Audience Discovery and Targeting
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Purpose
You are a business analyst and you want to create new segments by filtering customer data, for example, by country and a key figure.
This activity starts on the last view of the previous activity. If you have already closed the application, navigate to the following screen and then continue with the below procedure: Access the
Audience Discovery and Targeting workset  Segmentation Models. To open the segmentation model you created, click its name in the result list.
Procedure
Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
1
Select Segment
Click the top-node segment of your segmentation model,
for example, of the ERP Segmentation Model
segmentation model.
The top-node segment is selected.
2
Display Segment by Country
To display the customers of the selected segment in the
Preview area at the bottom of the screen by characteristic,
click one of the characteristics in the characteristics and
key figures list at the left side of the screen. For this use
case, choose Country from the Customer Master Data
group.
In the Preview for Segment area, the segment’s
customers are displayed by country.
If the Preview area is displayed collapsed, choose Expand
(icon) at the right bottom of the screen.
3
Toggle to Different Preview
Type
To display the data in the Preview for Segment area in a
different graphical representation, choose one of the
available preview types.
The data is displayed in a different graphical
representation, for example, in a bar chart.
To do so, open the Choose preview type option by clicking
the little arrow on the name of the current preview type,
for example, Geographical Map or Pie Chart. Choose one
of the available preview types, for example, Bar Chart.
Afterwards, toggle back to the Geographical Map preview
type.
4
Create Segment for one
Country
To create a segment for one country, double-click the
relevant country in the Geographical Map preview.
A new segment for the chosen country is displayed below
the top-node segment.
Note
If the data is displayed in another preview type,
for example, in a bar chart, highlight the relevant
Audience Discovery and Targeting
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Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
country in the Preview and choose Keep.
5
Create Several Segments for
Countries
To create several segments for several countries, choose a
preview type such as Pie Chart or Bar Chart. In the result
list of the Preview for Segment area, choose the C T R L
key and highlight all countries for which you want to create
a segment (per country). Then choose Distribute.
The system creates one segment per chosen country.
6
Display Segment by Key
Figure
To filter the customers by a key figure, select one of the
available segments and then click one of the available key
figures in the characteristics and key figures list at the left
side of the screen.
In the Preview area, the system displays the data of the
selected segment in key figure intervals.
Depending on the available data in your system, select a
key figure such as, for example, Revenue from the Margin
Decomposition group.
7
Select Conditions
In the Conditions area in the Preview for Segment area,
you can optionally select a condition and then enter
parameters for the condition.
The system updates the information displayed in the
Preview according to the chosen conditions.
For example, for Revenue, you can select the condition
Calendar Year. And for Calendar Year: Equal To you
maintain the relevant year.
After having entered the condition parameters, choose
Apply.
8
Remove Condition
If you have selected a condition that is not relevant for
your segmentation, in the Conditions area, with your
mouse hover over the condition. The option Remove
condition will become visible (displayed as icon on the
right side of the condition).
The selected condition is removed.
Select the Remove condition option, if applicable. Then
choose Apply.
9
Highlight Key Figure Intervals
In the Preview for Segment area, choose the intervals for
which you want to create segments by drawing the mouse
over the relevant intervals.
The chosen intervals are highlighted.
10
Create Segments
To create one segment for the selected intervals and one
segment for the rest of the intervals, choose Separate.
The system displays two new segments.
11
Combine Segments
To combine two existing segments into one segment,
highlight one of the segments of your segmentation
The system displays the mouse sign with a little plus sign
Audience Discovery and Targeting
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Test Step #
Test Step Name
12
Select Second Segment for
Segment Combination
Instruction
Expected Result
Pass / Fail /
Comment
model, open the segment action submenu (little arrow in
the right lower corner of the segment), and then choose
Create Segment > Using a Set Operation.
next to it.
Click the segment you want to combine the other segment
with.
The system displays the Combine Segments dialog box.
Alternatively you can drag and drop the first segment on
the one you want to combine it with.
13
Merge Segments
On the Combine Segments dialog box, choose one of the
available options, for this example, Merge.
A new segment combining the two previously selected
segments is created.
14
Rename Combined Segment
To rename the combined segment, open the segment
action submenu (little arrow in the right lower corner of
the segment), and then choose Change Segment.
The system displays the Change Combined Segment
dialog box.
15
Enter Name for Combined
Segment
On the Change Combined Segment dialog box, in the
Segment Name field, enter a name for the combined
segment. For example, Segment Name: Test for
merged segments.
The name of the combined segment has been changed.
Then choose the same combination option as before, for
example, Merge.
16
4.3
Save Segments
To save the new segments in your segmentation model,
choose Save the segmentation model.
A success message is displayed and the segmentation
model is saved.
Create Target Group
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Tester Name
Testing Date
Click here to enter a date.
Duration
10 Minutes
Business Roles
Responsibility
<State Service Provider, Customer, or Joint Service Provider and Customer>
Audience Discovery and Targeting
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Purpose
The creation of target groups allows categorizing a set of customers, prospects, or contact persons according to criteria, such as geographical location, or common interest. A target group can be
used in campaigns, for example, to promote products or services. Based on a target group, the business analyst can export the target group member list to prepare for follow-up actions.
In this activity you create a target group for a segment to perform marketing activities for the target audience of this segment.
This activity starts on the last view of the previous activity. If you have already closed the application, navigate to the following screen and then continue with the below procedure: Access the
Audience Discovery and Targeting workset  Segmentation Models. To open the segmentation model you created, click its name in the result list.
Procedure
Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
1
Create Target Group
Decide for which segment you want to create a target
group. For this segment, open the segment action menu
by clicking the little arrow in the lower right corner of the
segment.
The New Target Group dialog box opens.
From the segment action menu, choose Create Target
Group.
2
Save and Open Target Group
On the New Target Group dialog box, enter a Name and
optionally a Description for the target group.
The target group is created and displayed in a new view.
For example, enter Name: Target Group for ERP
Customers.
Keep the Type: Target Group.
Then choose Save and Open.
3
Update Target Group Key
Information
In the target group view, in the Key Information area,
optionally update the Target Group name.
Choose Enter, or click any other field so that the system
automatically saves the updated entry.
4
Set Target Group to Static
To manually remove from or add customers to your target
group, set the target group to static by clicking on the
Dynamic icon (icon above the Key Information area).
The key information has been updated. The system
displays the updated fields in a green color for a short
time, thus indicating that saving the updated information
was successful.
The system displays a success message and the target
group is defined as static.
Note
Adding target group members is not supported
for all target group types.
Audience Discovery and Targeting
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Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
5
Remove Target Group
Member
If you want to remove a member from your target group,
highlight the relevant entry and choose Remove.
The system displays a success message and the selected
target group member is removed from the list.
6
Add Target Group Member
To add a customer to the target group list, choose Add.
The system displays a success message.
On the Add Account dialog box, select the relevant
accounts then choose Add.
You have added 1-n accounts to the target group’s
member list.
Note
You can select more than one account by
choosing the C T R L key and then selecting all
relevant accounts.
Note
Adding target group members is not supported
for all target group types.
4.4
Display Target Group Member Details
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
Test Case ID
<X.XX>
Tester Name
Testing Date
Click here to enter a date.
Duration
10 Minutes
Business Roles
Responsibility
<State Service Provider, Customer, or Joint Service Provider and Customer>
Purpose
The details of a selected target group member consist of different information depending on whether the selected target group member is a customer, or a consumer, or a contact. For the
example taken for this test script (SAP ERP customers), the Account fact sheet is described.
Depending on which SAP hybris Marketing solutions you have licensed, you might not have access to all mentioned analytical views within the Account fact sheet.
Audience Discovery and Targeting
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Note
For details of how the SAP standard reports for the account details are calculated, refer to the SAP documentation: http://help.sap.com/cei  Application Help  SAP Library  SAP
hybris Marketing  SAP hybris Marketing Worksets and Applications  Cross-Solution Worksets  Accounts  Account Details.
Note
The Customer 360 dashboard is only available if you have implemented the additional SAP BusinessObjects content that is available as part of the SAP hybris Marketing rapiddeployment solution. For details of the Customer 360 dashboard, refer to the Customer Value Intelligence (CE1) scope item.
This activity starts on the last view of the previous activity. If you have already closed the application, navigate to the following screen and then continue with the below procedure: Access the
Audience Discovery and Targeting workset  Segmentation Models. To open the segmentation model you created, click its name in the result list. To open the target group you created in the
previous activity, open the segment action menu (little arrow in the right lower corner) of the segment for which you created a target group and then choose Open Target Group.
Alternatively, you can access your target group from the Audience Discovery and Targeting  Target Groups workset.
Procedure
Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
1
Access Target Group Member
Details
In the Target Group view, in the Members area, access the
details of one of the target group members by clicking its
name.
The system displays the member’s details in a new view.
2
Add Social Media
In the Account area, if no social data has been entered so
far, the text Add Social Media is displayed. If social media
have already been maintained, they are displayed instead.
The Maintain Social Media dialog box opens.
Choose the Settings button for social media (the button
becomes visible on mouse-over).
Note
You can only maintain social media information if
the social media integration has been activated
by your system administrator.
3
Enter Social Media
Information
On the Maintain Social Media dialog box, enter a URL for
the relevant social media, and then choose Close.
An icon is displayed per maintained social media channel.
The user can access the social media information from the
target group member’s details.
Note
Enter the full URL including http:// or https:// and
Audience Discovery and Targeting
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Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
the company domain (for example, /SAP) for the
social media channel. Example:
http://www.twitter.com/SAP .
4
Review Scorecard
To display the scorecard information, navigate to the
Scorecard workset.
The scorecard information is displayed.
5
Review White Space Analysis
To display the white space analysis, navigate to the White
Space Analysis workset.
The white space analysis is displayed.
6
Review Sales Analysis
To display the sales analysis, navigate to the Sales Analysis
workset.
The sales analysis is displayed.
Optionally apply filters to the Margin Decomposition
analysis by choosing Show filter area and by then choosing
values from the available filters.
7
Review Customer Contacts
To display purchasing contacts for the account, navigate to
the Customer Contacts workset.
Customer contact information is displayed.
8
Review Account Team
To display the account team for a customer, navigate to
the Account Team workset.
The account team is displayed.
9
Review Interactions
To display the interactions for an account, navigate to the
Interactions workset.
Interactions are displayed.
10
Review Customer 360
Dashboard
To display the Customer 360 dashboard, navigate to the
Customer 360 workset.
The Customer 360 dashboard is displayed.
Note
The Customer 360 dashboard is only available if
you have implemented the additional SAP
BusinessObjects content as described in the SAP
BusinessObjects Reports for hybris Marketing
(CEO) configuration guide.
Audience Discovery and Targeting
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4.5
Export Target Group Members
Test Administration
Customer project: Fill in the project-specific parts (highlighted).
<X.XX>
Test Case ID
Tester Name
Testing Date
Click here to enter a date.
Duration
5 Minutes
Business Roles
<State Service Provider, Customer, or Joint Service Provider and Customer>
Responsibility
Purpose
You want to inform all target group members about the new product launch. To do so, you export the target group members to a CSV file, which you, for example, could forward to an external
service provider who handles your e-mail campaigns.
This activity starts on the last view of the previous activity. If you have already closed the application, access your target group from the Audience Discovery and Targeting  Target Groups
workset by clicking its name in the target groups list.
Prerequisites
You have created an export definition for SAP ERP customers. Refer to the Prerequisites: Export Definition chapter.
The target group for which you want to trigger the export has not been released yet.
Procedure
Test Step #
Test Step Name
Instruction
Expected Result
1
Assign Export Definition
In the Target Group view, navigate to the Export workset
and select the Definition you created in the Export
Definition prerequisites chapter, for example, Download of
ERP data.
An export definition is assigned to the target group. The
system displays the data available for export in the
Preview.
2
Release Target Group
To be able to export the target group member data, you
must release the target group.
The target group is released. You can no longer add or
remove accounts from the target group.
Audience Discovery and Targeting
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Pass / Fail /
Comment
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Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail /
Comment
On the bottom of the Target Group view, choose Release.
If the advanced status management has been activated,
you might first need to choose the To Be Released, and
then the Released status.
Caution
After releasing the target group, you can no
longer add or remove target group members.
3
Create Export File
To export the members of the target group, choose Start
Export.
The export file is displayed in the Latest Export File area.
4
Download Export File
In the Latest Export File area, click the icon of the export
file. Then save the download file to a folder of your choice.
The members of the target group have been exported
into a CSV file. The CSV file can now, for example, be
forwarded to a service provider who executes campaigns.
If required, add the file extension *.CSV to the file name.
5
Close Target Group Window
Close the Target Group view by closing the browser
window or browser tab page.
The target group view is closed.
Caution
Do not choose Complete in the Target Group
view to close the target group view, since this
sets the target group’s status to Completed.
Audience Discovery and Targeting
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Typographic Conventions
Type Style
Description
Example
Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
Example
Emphasized words or expressions.
EXAMPLE
Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.
Example
Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation,
upgrade, and database tools.
Example
Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example>
Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.
EXAMPLE
Keys on the keyboard, for example, F 2 or E N T E R .
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