configuration view of segmentation

7/29/2019 Configuration View of Segmentation

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SAP AG 2005

Configuration View of

Segmentation

SAP CRM 5.0 Marketing


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Configuration Overview

Configuration for Segmentation enhancements

Master Group Settings

Deduplication Rules

Fast Find with TREX

Selection history

Distribution Display

NewinCRM5.0


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How to set the use of Mastergroups as Mandatory

1. Define Reports for Master Group Generation

IMG Customer Relat ions hip Management Marketing Segment Bui lder Define

Reports fo r Master Group Generat ion:

The description for the Customizing entryappears in the dropdown list displayed

when selecting programs for master

group generation.

SAP is delivering 5

programs for

Master Group

Generation.

Along with theprograms delivered

with standard, you

can also create

many other

programs for

generating master

groups.

The programs must

first be written and

then the

Customizing entry

must be made:

Configuration Master Groups


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2. Generate Master Groups

Easy Acc es Menu Marketing Segmentat ionMarketing Segments Maintain Master

Groups

Create Master Group

Select Program that should be used Define Parameters Generate Master Group


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By selecting the indicator you

define that entering a master

group when creating profile

sets is mandatory for a

special segment type.

The user therefore must use

the input help to select a

master group when creating a

profile set of this segmenttype in the Segment Builder.

3. Set Master Groups as Mandatory

4. Optional: Set Up Authorization for Master Groups

The user can only select master groups for which he or she has

authorization to create. The authorization is defined via the

authorization object CRM_SEGTYPE.

IMG Cus tom er Relat ions hip Management Marketing Segment Bui lder Define

Segment Types:



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Configuration Deduplication

Enter an ID (Key). Choose whether your rule

should be valid for profilesets or profiles/ target

groups.

Enter a description.

1. Determine Deduplication Method by BAdi

The BAdI Determination of Deduplication Method is an example implementation, whichdemonstrates which criteria you can use to carry out your deduplication. It can be copied

and enhanced by customer specific implementations.

2. Customizing of Deduplication Methods

How to set up Deduplication Rules

IMG Custom er Relat ionship Management Market ing Segment B ui lder Bus iness

Add Ins - BAd I: Determination of Dedup l icat ion Method

IMG Customer Relat ionship Management Marketing Segment Bui lder Define

Dedup l icat ion Method

This ID is used in the BAdI

implementation to indicate the criteria forthis rule.


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3. Definition in Segment Properties

Configuration Deduplication

Easy Acc es Menu Market ing Segmentat ionMarket ing Segments Segment Bu i lder

Create a Profile or Profile Set

Choose Segment Properties

Define Deduplication Method


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Fast Find with TREX

Specify Object ID/Name todetermine the unique name of

the index. The SAP system

name and system client

number are determined

internally. Assign RFC Destination to

TREX

1. Define RFC Destination and Index Settings

2. Define USE FAST FIND in Attribute list

Create an Attribute List To use the Fast Find functionality for

attributes, mark the relevant checkbox

in the attribute list

The update frequency of the buffer canbe scheduled via a batch job

How to set up Fast Find Segmentation

IMG Customer Relat ionsh ip Management Marketing Segment B ui lder Define RFC

Destinat ion and Index Sett ings fo r Fast Find

Precondition: TREX is installed and RFC Connection is established

(TCP/IP connection to an external server maintained in transaction SM59).

Easy Ac ces Menu Marketing Segmentat ionMarketing Segments Maintain Data

Sources for Segment Bu i lder


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History Area

This Business Add-In enables customer-specific modifications to be made to the

history area in the Segment Builder.

SAP delivers a default implementation, which displays the following: Current profile set in the staging area

Current master group

Current deduplication rules for the profile set

All marketing segments selected in the staging area

Current deduplication rules for these segments

Attributes, filters, and filter conditions that are used to form the profile

The implementation can be copied and enhanced by customer specific

implementations.

Maintain Business Add-In for Selection History

IMG Custom er Relat ionship Management Market ing Segment B ui lder Bus iness

Add Ins - BAdI :Set Up His to ry in Segment Bu i lder

How to determine the Selection History

History Area of the

Segment Builder

Profile Set Soccer Cup

Master Group:

U.S. East Coast

Profile Players

Attribute Hobby

Filter Soccer

Example:


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Maintain Business Add-In for Read Additional Filter Information

IMG Custom er Relationship Management Market ing Segment B ui lder Bus iness

Add Ins - Read Addi t ional Fil ter Informat ion

Additional Filter Information

How to set up the Additional Filter Information (SAP GUI only)

This Business Add-In enables you to display additional information in

the attribute tree of the Segment Builder. You can choose how many

columns with additional information are displayed.

The example implementation delivered by SAP calculates for each

filter the number of business partners (absolute numbers and

percentage) that match the filter criterion.


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configuration view of segmentation

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