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SAP Hybris Marketing 1.2 (1511)

January 2016

English

General Settings for Hybris Marketing(CEG)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices General Settings for Hybris Marketing(CEG): Configuration Guide

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Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade, and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Content1 Purpose............................................................................................................................. 52 Preparation........................................................................................................................ 5

2.1 Prerequisites............................................................................................................53 Configuration.....................................................................................................................5

3.1 General Settings......................................................................................................53.1.1 Defining Marketing Areas....................................................................................53.1.2 Setting Default Currency.....................................................................................73.1.3 Setting Up KPI Tiles............................................................................................73.1.4 Refreshing KPI Tiles after Setup.........................................................................83.1.5 Setting Up Inline Frame Tiles (Optional)..............................................................8

3.2 Settings for Accounts...............................................................................................93.2.1 Defining Data Source for Corporate Account......................................................93.2.2 Defining Settings for Social Media Integration...................................................103.2.3 Defining Settings for Buying History..................................................................113.2.4 Defining Settings for Top Recommendations....................................................113.2.5 Defining Settings for White Space Analysis.......................................................123.2.6 Maintaining Settings for My Accounts (SAP ERP).............................................143.2.7 Maintaining Settings for My Accounts (SAP CRM)............................................15

3.3 Settings for Target Group and Campaign..............................................................163.3.1 Activating Advanced Status Management for Target Groups............................163.3.2 Enabling Quick Filter Tile for To Be Released Status (Target Groups).............173.3.3 Activating Advanced Status Management for Campaigns.................................173.3.4 Enabling Quick Filter Tile for To Be Released Status (Campaigns)..................18

3.4 Settings for Export Definitions...............................................................................183.4.1 Defining Global Settings for Data Export...........................................................183.4.2 Defining Export Profile for Export Definition......................................................193.4.3 Assigning SAP HANA Data Sources to Segmentation Objects.........................19

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General Settings for Hybris Marketing

1 PurposeThe purpose of this document is to describe the configuration steps required for the general and account related settings of SAP Hybris Marketing as required for the SAP Hybris Marketing rapid-deployment solution.This document supplements the existing customizing documentation and provides additional information where required.

2 Preparation2.1 PrerequisitesBefore you start the implementation of this building block, install all prerequisite building blocks as specified in the Prerequisites Matrix for the relevant scope-item.

3 Configuration3.1 General Settings3.1.1 Defining Marketing Areas

UseIn this activity you define marketing areas that are used in authorization management to restrict the access of target groups, campaigns and campaign content. To restrict access, enter the marketing areas in the HPA_MKT_AR authorization object. By default, this authorization object is assigned to the following business roles that you created as part of the rapid-deployment solution implementation:

Business Role Created in Building Block

Z_CEI_TG_INI Business Roles and User Management for Hybris Marketing (CEQ)

Z_TELCO_TG_INI Basic Settings for Telecommunications (CMB)

Since authorization requirements vary for every organization, the procedure is only a technical ‘how to’ for creating marketing areas that can be assigned to the HPA_MKT_AR authorization object. It is not sufficient to follow only the steps described. Carefully review exactly what marketing areas are required for your organization.

Procedure1. Access the transaction using the following navigation options:

Transaction code SPRO

SAP IMG menu SAP Hybris Marketing General Settings Define Marketing Areas

2. On the Change View “View for Marketing Area”: Overview screen, choose New Entries.3. On the New Entries: Details of Added Entries screen, maintain the following values:

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Field name Entry Value

Marketing Area ID

<enter a value> for example, GLOBAL

Marketing Area <enter a value> for example, Global

Active X

4. Save your entries.5. Repeat the steps for all relevant marketing areas.

ResultYou have defined marketing areas that you can use in the HPA_MKT_AR authorization object.

3.1.1.1Assigning Marketing Areas to Authorization Object

UseIn this activity you assign marketing areas to the HPA_MKT_AR authorization object.

Since authorization requirements vary for every organization, the procedure is only a technical ‘how to’ for updating an authorization object. It is not sufficient to follow only the steps described. Carefully review the requirements of your organization before assigning marketing areas.

PrerequisitesYou must have implemented the Business Roles and User Management for Hybris Marketing (CEQ) building block.

Procedure1. Access the transaction using one of the following navigation options:

Transaction code PFCG

SAP Menu Tools Administration User Maintenance Role Administration Roles

2. In the Role field, enter the single role ID Z_CEI_TG_INI and choose Change.3. On the Authorizations tab page, choose the Change Authorization Data button.4. On the Change Role: Authorizations screen, choose Utilities Technical Names on.5. Expand the Object Class for Customer Engagement Intelligence (CRAN) authorization

objects groups.6. Expand the Authorization for Objects assigned to Marketing Area (HPA_MKT_AR)

authorization object.7. For the Marketing Area ID (MKTAREA_ID) authorization, choose Change.8. On the Field values dialog box, in the From column, select all relevant marketing areas,

for example, GLOBAL, via value help.9. Choose Transfer (Enter).10. Back on the Change Role: Authorizations screen, choose Save.11. To generate the authorization profile, choose Generate (Shift +F5).12. Choose Back (F3).

Result© SAP SEPage of


By assigning marketing areas to the HPA_MKT_AR authorization object in the Z_CEI_TG_INI business role, all users assigned to this role have only access to campaigns, target groups, and campaign content that are assigned to those marketing areas.

3.1.2 Setting Default Currency

UseIn this activity you define a target currency for analytics in SAP Hybris Marketing. All users see the key figures in the target currency you define here.



SAP IMG menu SAP Hybris Marketing General Settings Set Default Currency

2. On the Change View “Target Currency”: Details screen, in the Doc. currency and ISO code fields, enter your currency, for example USD for US Dollar.

3. Save your entries.

ResultYou have defined the default currency for Hybris Marketing analytics.

3.1.3 Setting Up KPI Tiles

UseIn this activity you decide which KPI tiles are displayed on the Home workset of SAP Hybris Marketing. The KPIs for the KPI tiles are assigned to report groups in customizing. You can choose to activate or de-activate report groups. For example, if you don’t use the Marketing Executive Dashboard, you could de-activate the Marketing Executive Dashboard report group.

For more information about the default performance indicators, see http://help.sap.com/cei Application Help SAP Library SAP Hybris Marketing Worksets and Applications Generic Worksets Home Key Performance Indicator (KPI) Tiles.In case the http://help.sap.com/cei URL does not work, refer to the Rapid deployment of SAP Hybris Marketing (1820507) SAP note for updates.



IMG menu SAP Hybris Marketing General Settings Tiles in the Home Workset Set up KPI Tiles

2. On the Change View “KPI Tiles: Report Groups”: Overview screen, you can display the KPIs assigned to a report group by selecting the line of a Group ID and in the navigation bar double-clicking KPI Tiles: Reports.

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http://service.sap.com/sap/support/notes/1820507

http://help.sap.com/cei

http://help.sap.com/cei


3. On the Change View “KPI Tiles: Report Groups”: Overview screen, ensure that the Active option is selected only for those report groups (with assigned KPIs) that you want to be available for all system users on the Home page of SAP Hybris Marketing.

4. Save your settings.

ResultYou have defined which KPI tiles shall be visible on the Home workset. If you have made any changes in this activity, ensure that you execute the Refreshing KPI Tiles after Setup activity.

3.1.4 Refreshing KPI Tiles after Setup

UseExecute this activity if you have made changes in the previous Setting up KPI Tiles activity. If you did not update settings in the previous activity, you can skip this chapter.



IMG menu SAP Hybris Marketing General Settings Tiles in the Home Workset Refresh KPI Tiles After Setup

2. The system displays a success message (Refresh of KPI tiles completed).

ResultYou have refreshed the KPI tiles after setup to ensure that updates to the KPI settings are visible on the Home workset.

3.1.5 Setting Up Inline Frame Tiles (Optional)

UseIn this activity you define inline frame (iFrame) tiles to display content from another source, for example, a Web site, in the Home workset.

This activity is optional. The tile content described below only serves as an example.



IMG menu SAP Hybris Marketing General Settings Tiles in the Home Workset Set up Inline Frame Tiles

2. On the Change View “Parameters for iFrame in Customer Tiles”: Overview screen, choose New Entries.

3. Maintain the following values:


Tile ID Z_RDS_VIDEO

Tile Width 3

Tile Height 2

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Tile Title SAP RDS Video

Content URL https://www.youtube.com/embed/DvUCWVM6ank?enablejsapi=0&wmode=opaque

Width of Cont. 100

Height of Cnt 100

Unit of iFrame Percentage

Scrollbar <leave empty>


ResultYou have created a new inline frame tile for the Home workset.

3.2 Settings for Accounts3.2.1 Defining Data Source for Corporate Account

UseIn this activity you define the source for the account data that is displayed in the Corporate Accounts workset. You can choose between displaying account data from an external data source, from SAP ERP or SAP CRM.If you integrate with either SAP ERP or SAP CRM, you can skip this activity. If you integrate with both, by default the account information from SAP CRM is displayed in the Corporate Accounts workset. If in that case you rather want to display account information from SAP ERP, proceed as described in the following procedure.

Before proceeding with the procedure, carefully review the documentation of this IMG activity. When changing the data source, account information will be deleted from the SAP Hybris Marketing system, hence make sure that you understood the consequences when changing settings in this activity.



IMG menu SAP Hybris Marketing Data Management Interaction Contacts Corporate Accounts Define Data Source for Corporate Account

2. On the Change View “Define Data Source for Corporate Account”: Details screen, review the maintained information. If the correct data source is maintained, skip this activity.

If you must change the data source, carefully review the information available in the IMG activity’s documentation before proceeding.

3. To change the data source, for New select the appropriate data source, for example, ERP Customer (read-only).

4. Choose the Activate button next to the New field.

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https://www.youtube.com/embed/DvUCWVM6ank?enablejsapi=0&wmode=opaque

https://www.youtube.com/embed/DvUCWVM6ank?enablejsapi=0&wmode=opaque


5. Review the IMG activity’s documentation to find out about appropriate follow-up steps, such as adaptation of the CUAN_IC_MASTERDATA_EXTR_DELT program, etc., and implement the relevant adaptations.

ResultYou have defined the data source that is used to display data in the Corporate Accounts workset. The Active field displays your data source choice.

3.2.2 Defining Settings for Social Media Integration

UseIf you want to enable direct access of social media channels from the account, contact and consumer details screens, enter the relevant parameters in this activity.



IMG menu SAP Hybris Marketing Data Management Interaction Contacts Define Settings for Social Media Integration

2. On the Change View “Social Media Type Definition”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, maintain the following values:


Social Media Channel Code

<enter a Social Media Channel Code, a two-character identifier that corresponds to the given social media network> for example, TW

Social Media Channel Description

<enter a description for the Social Media Channel> for example, Twitter

Active X

URL Domain <enter the domain for checking the URL validity> for example, twitter.com

Account URL Pattern

<if relevant, enter a URL Pattern of User Account> for example, https://twitter.com/:userid

Image URL Pattern

<if relevant, enter a URL Pattern of User Image> for examplehttps://api.twitter.com/1/users/profile_image?screen_name=:userid&size=bigger

4. Click ENTER.5. To add an icon for the social media channel, select the line with your new entry.6. Choose the Upload Icon button.7. Select a suitable icon from your local file system.

The selected icon is displayed in the File Name of Icon column.8. Save your settings.

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https://api.twitter.com/1/users/profile_image?screen_name=:userid&size=bigger

https://api.twitter.com/1/users/profile_image?screen_name=:userid&size=bigger

https://twitter.com/:userid


To access the social media channels, each SAP Hybris Marketing user has to maintain the relevant channel URL in the Settings of the according account, contact, prospect, or consumer:To do so, navigate to the details of an account, contact, prospect, or consumer. In the top left screen area of the details, use the mouse to detect and choose the

Settings button next to the Add Social Media text (if no social media has been entered yet; otherwise the social media entries are visible instead of the text).In the Maintain Social Media dialog box, enter a URL for the relevant Social Media, for example, http://www.twitter.com/SAP, and then choose Close.

Enter the full URL including http:// or https:// and the company domain for the social media channel, for example, /SAP at the end of the URL.

ResultYou have defined a social media channel that can be used in the customer details.

3.2.3 Defining Settings for Buying History

UseThe Buying History of an account is displayed in the Corporate Account details. It provides an overview of the products the customer has purchased. It is based on the customer's billing list items.In this activity you define the time period in the past that the system takes into account for buying history calculation.

Procedure1. Access the activity using the following navigation options:


IMG menu SAP Hybris Marketing Insight Corporate Accounts Define Settings for Buying History

2. On the Change View “Buying History: Settings for Calculation”: Details screen, maintain the following settings:


Rolling Months <Either keep the default entry = 12, or enter a more suitable number of months>


3.2.4 Defining Settings for Top Recommendations

UseThe Top Recommendations calculation is displayed in the Corporate Account details. It offers cross-selling proposals for products that a customer might be interested in. The system also calculates the expected margin and revenue for each proposal.

In this activity you define the rolling months and expected revenue for top recommendations calculation. Rolling months defines how many months the system takes into account. The

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http://www.twitter.com/SAP


expected revenue defines that only those proposals with expected revenue higher than the defined value are displayed.

For more information about the calculation of top recommendations, see http://help.sap.com/mkt Application Help SAP Library SAP Hybris Marketing Worksets and Applications Generic Worksets Corporate Accounts Details of Corporate Accounts Sales Analysis.



IMG menu SAP Hybris Marketing Insight Corporate Accounts Define Settings for Top Recommendations

2. On the Change View “Top Recommendations: Settings for Calculation”: Details screen, maintain the following settings:


Rolling Months <Either keep the default entry = 12, or enter a more suitable number of months>

Exp. Revenue <Optionally enter a suitable figure> for example, 300 (USD)


3.2.5 Defining Settings for White Space Analysis

UseThe White Space analysis is displayed in the Account details. It allows you to identify products that are worth offering to a customer.In this activity, you define the criteria based on which the White Space Analysis for an account shall be displayed.

For details about the calculation of white spaces, see http://help.sap.com/mkt Application Help SAP Library SAP Hybris Marketing Worksets and Applications Generic Worksets Corporate Accounts Details of Corporate Accounts White Space Analysis.

For the purpose of this rapid-deployment solution we use the Customer Segmentation Procedure and Product Segmentation Procedure as delivered per SAP default for cases where SAP ERP is your back-end system: Customer Segmentation Procedure based on BRSCH = industry; Product Segmentation Procedure based on MATKL = material (product) group.

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http://help.sap.com/mkt



If you want to use other fields for the customer segmentation or product segmentation procedure, choose the F4 help to select from the available Field names. If you do not know which values are maintained in your system for any of the fields, look up in which table the field is used. You can do this in the SAP HANA Studio (for example, for BRSCH, choose path Content sap hana-app cuan common internal Attribute Views AT_INDUSTRY). In the detailed view, the table name is displayed (for example, for BRSCH, it is T016).Access the possible values per table in the relevant back-end system:

1. Access transaction SE16 (Data Browser) in the connected back-end system.

2. Enter the Table Name 3. Choose Table Contents (F7).4. On the Data Browser view, choose Execute (F8).

The system lists the values available for the chosen field.

PrerequisitesTo enter meaningful values for industry (BRSCH) and material group (MATKL) for the target distribution, review the available values and decide which values you want to report on.

For industry (BRSCH), you can find the available entries, for example, in the Implementation Guide of the backend SAP ERP system: Logistics - General Business Partner Vendors Control Define Industries.

For material group (MATKL), you can find the available entries, for example, in the Implementation Guide of the backend SAP ERP system: Logistics - General Material Master Settings for Key Fields Define Material Groups.



IMG menu SAP Hybris Marketing Insight Corporate Accounts Define Settings for White Space Analysis

2. On the Change View “Define Customer Segmentation Procedure”: Details screen, keep the default settings for Define Customer Segmentation Procedure (Field name: BRSCH) and Define Product Segmentation Procedure (Field name: MATKL).

3. In the navigation pane, double-click Define Target Distribution per Cust/Prod Segment.4. On the Change View “Define Target Distribution per Cust/Prod Segment”: Overview

screen, choose New Entries.5. Maintain the following values:


Customer Segment <Enter the relevant industry value> for example, 001

Product Segment <Enter the relevant material group> for example, FOOD

Targ. Rev. <Enter the percentage of the target revenue you want to achieve for the given customer segment / product segment relation> for example, 30.

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Make sure that the sum of the target revenue percentages per customer segment is 100.

6. Repeat the previous steps for all relevant customer segment / product segment relations.7. In the navigation pane, double-click Rolling Months for Calculation.8. On the Change View “Rolling Months for Calculation”: Details screen, verify whether the

default number of rolling months (12) fits your requirements. If not, change the number of rolling months accordingly.


Instead of entering the customer and product values manually, you can maintain them in a .txt file and upload them via the SAP Hybris Marketing Insight Corporate Accounts Upload File with Target Revenue Distribution for White Space Analysis activity.

3.2.6 Maintaining Settings for My Accounts (SAP ERP)

UseThe My Accounts filter is available in several worksets of SAP Hybris Marketing, for example, in the Accounts workset and in the Relationship Analysis - Sales. When using this filter, the system displays those customers who in the SAP ERP system are assigned to the respective user of a sales representative. In the SAP ERP system, you need to:

a) Assign the system user to a sales representativeb) Assign the sales representative to 1-n customers

PrerequisitesThe user ID of the sales representative must be the same in the SAP ERP backend and the SAP Hybris Marketing system. The Business Roles and User Management for Hybris Marketing (CEQ) building block describes how to create such a system user. If you want to use the My Accounts function for the CEI_STD system user of the CEQ building block, create the CEI_STD system user ID in your SAP ERP back-end system, and assign it to a sales representative.Sales representatives as well as customers must be available in your SAP ERP system.

ProcedureChecking Sales Representative – System User Assignment1. Log on to the SAP ERP system and check the user assignment for the relevant sales

representatives:

Transaction code VPE2

SAP Menu Logistics Sales and Distribution Master Data Business Partner Sales Personnel Change

2. On the Maintain Sales Representative screen, choose the Personnel no. of the relevant sales representative.

3. Click ENTER.4. In the Sales personnel table, highlight Communication.5. Choose Change (F6).6. On the Change Communication screen, verify which System ID (system user) is entered

for Type: 0001 (System user name).

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If no system user name is maintained, but the sales representative should be able to use the My Accounts filter, maintain the relevant system user ID (for example, CEI_STD) and save your entries.

7. Choose Back (F3).

Checking Sales Representative – Customer Assignment1. Log on to the SAP ERP system and verify that the relevant sales representatives are

assigned to the appropriate customers:

Transaction code VD02

SAP Menu Logistics Sales and Distribution Master Data Business Partner Sales Prospect Change

8. In the Customer Change: Initial Screen dialog box, choose the relevant Customer as well as Sales Organization, Distribution Channel, and Division.

9. Choose Continue (Enter).10. On the Change Customer: General Data screen, choose Sales Area Data.11. On the Change Customer: Sales Area Data screen, navigate to the Partner Functions tab

page.12. Verify that the relevant partner function, for example, Employee responsible (ER) has

been assigned to the customer.If the sales employee assignment should be missing, maintain the relevant information and save your entries.

You can assign more than one sales employee to a customer.

ResultYou have verified and, if necessary updated the master data in the SAP ERP back-end system regarding system user and customer assignment for sales representatives.

3.2.7 Maintaining Settings for My Accounts (SAP CRM)

UseThe My Accounts filter is available in several worksets of SAP Hybris Marketing, for example, in the Accounts workset and in the Relationship Analysis - Presales. When using this filter, the system displays those accounts, which in the SAP CRM system, are assigned to the respective user of a business partner with the employee role. In the SAP CRM system you need to:

a) Assign the system user to an SAP CRM employee (business partner with role employee)

b) Assign the employee to 1-n accounts

PrerequisitesThe user ID of the employee must be the same in the SAP CRM backend and the SAP Hybris Marketing system. The Business Roles and User Management for Hybris Marketing (CEQ) building block describes how to create such a system. If you want to use the My Accounts function for the CEI_STD system user of the CEQ building block, create the CEI_STD system user ID in your SAP CRM back-end system, and assign it to an employee.Employees as well as customers must be available in your SAP CRM system.

Procedure© SAP SEPage of


1. Log on to the SAP CRM WebClient with a business role that has access to employee master data maintenance.

SAP CRM WebClient Menu Master Data Search: Employees

2. On the Search: Employees screen, enter search criteria (for example, Last Name) to find the relevant employee.

3. Choose Search.4. In the Result List, choose the employee by clicking the last name.5. On the Employee: ... screen, in the Users assignment block, ensure that the relevant

system user is assigned to the employee. If not, add the relevant system user, for example, the CEI_STD user.

6. In the Relationships assignment block, ensure that the relevant customers have been assigned to the employee. If not, choose New and maintain the Is the Employee Responsible For relationship for all relevant customers.


ResultYou have verified and, if necessary, updated the master data in the SAP CRM back-end system regarding system user and customer assignment for sales employees.

3.3 Settings for Target Group and CampaignA target group consists of a set of customers, prospects, consumers, or contact persons and can be used in campaigns.A campaign is an object helping you track various activities you want to initiate for a target group.

For more information about target groups and campaigns, see the SAP Help Portal: http://help.sap.com/mkt Application Help SAP Library SAP Hybris Marketing Worksets and Applications Generic Worksets Target Groups or Campaigns.

3.3.1 Activating Advanced Status Management for Target Groups

UseIn this activity you activate the advanced status management for target groups. When activated, an additional To Be Released status is available that you have to set before you can release the target group. If you want to use the Release Target Group Fiori app, it is mandatory to activate the advanced status management. If not, you can skip this chapter.

As an alternative to activating the advanced status management, each user can maintain the CUAN_TG_STATUS_ADV parameter in their user settings so that they are able to set the To Be Released status in the target group. If you choose this option, you can skip the following procedure.


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SAP IMG menu SAP Hybris Marketing Segmentation Target Group Activate Advanced Status Management

2. If there is no entry available, choose New Entries.3. On the Change View “Advanced Status Management”: Details screen, choose the

Activate Advanced Status Management option.4. Choose the Enable Editing of Target Group option.5. Save your entries.

ResultYou have activated the advanced status management so that system users can set the To Be Released status in target groups.

3.3.2 Enabling Quick Filter Tile for To Be Released Status (Target Groups)

UseIn this activity you activate the quick filter tile for the target group view. It filters those target groups that are in status To Be Released and displays only these.



SAP IMG menu SAP Hybris Marketing General Settings Set Up Quick Filter Tiles

2. On the Change View “Quick Filter Settings”: Overview screen, identify the line with List ID: Target Group List and Tile Title: To Be Released.

3. Scroll to the right and for this line choose the Activate option.3. Save your entries.

ResultYou have activated the quick filter tile for target groups in status To Be Released.

3.3.3 Activating Advanced Status Management for Campaigns

UseIn this activity you activate the advanced status management for campaigns. When activated, an additional To Be Released status is available that you have to set before you can release the campaign. If you want to use the Release Campaign Fiori app, it is mandatory to activate the advanced status management. If not, you can skip this chapter.



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SAP IMG menu SAP Hybris Marketing Campaigns Campaign Activate Advanced Status Management

2. If there is no entry available, choose New Entries.3. On the Change View “Advanced Status Management”: Details screen, choose the

Activate Advanced Status Management option.4. Save your entries.

ResultYou have activated the advanced status management so that system users can set the To Be Released status in campaigns.

3.3.4 Enabling Quick Filter Tile for To Be Released Status (Campaigns)

UseIn this activity you activate the quick filter tile for the campaign view. It filters those campaigns that are in status To Be Released and displays only these.



SAP IMG menu SAP Hybris Marketing General Settings Set Up Quick Filter Tiles

2. On the Change View “Quick Filter Settings”: Overview screen, identify the line with List ID: Campaign List and Tile Title: To Be Released.

3. Scroll to the right and for this line choose the Activate option.4. Save your entries.

ResultYou have activated the quick filter tile for campaigns in status To Be Released.

3.4 Settings for Export DefinitionsYou can export target group members based on export definitions. The export file contains all members of a target group. In the following steps you define the required settings for export definitions.

You can restrict access to the export files with the authorization object HPA_FILE.

3.4.1 Defining Global Settings for Data Export

UseIn this activity you define global settings for the data export of target group member lists.


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IMG menu SAP Hybris Marketing Campaigns Export Definitions Define Global Settings for Data Export

2. On the Change View “Export Definition – Global Settings”: Details screen, if you don’t find any entries, choose New Entries.

If entries are already maintained, make sure that the following option is selected.3. Choose the following option: Export Content as CSV File.4. Save your entries.

ResultYou have defined global settings for export definitions.

3.4.2 Defining Export Profile for Export Definition

UseIn this activity you define the target for data exports of target group member lists, as well as the inner format of the corresponding export file.



IMG menu SAP Hybris Marketing Campaigns Export Definitions Define Export Profile for Export Definition

2. On the Change View “Export Profile for Export Definition”: Overview screen, choose New Entries.

3. Maintain the following values:


Profile ID ZRDS1

Export Profile Name File Export

Additional Information <optionally enter additional information>, for example e-mail

FieldSep ;

FieldSepMV (Separator for Fields (Columns) with Multiple Values

,


ResultThe defined export profile is available when creating an export definition in the application.

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3.4.3 Assigning SAP HANA Data Sources to Segmentation Objects

UseIn this activity you define which segmentation object data source attributes will be available for export definitions. For the purpose of the rapid-deployment solution, you can define export definition attributes for all segmentation objects used in the available segmentation profiles.



IMG menu SAP Hybris Marketing Segmentation Assign SAP HANA Data Sources to Segmentation Objects

2. On the Change View “Customer Segmentation Object Data Sources”: Overview screen, choose the Attributes (View data source attributes) pushbutton for the relevant segmentation object.

For example, choose the Attributes pushbutton for the Segmentation Object: SAP_ERP_CUSTOMER with Data Source Alias: SAP_ERP CUSTOMER if you want to make sure that you can create export definitions for SAP ERP customer attributes.

3. On the Change View “Segmentation Object Data Source Attribute”: Overview screen, select the Export Def option for all attributes that shall be available for data export.


ResultThe selected attributes are available when creating export definitions.

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