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Former Member

Campaign Automation:Workflow Assignment values

Hello,

Can someone explain the differences and when they can be used for the assignment types in the workflow assignment for campaign automation? Especially for:-

a) Add BP to TG??

b) Create TG??

c) Remove BP frm TG??

d) Send e-mail to Pers Resp??

e) Send TG to Channel ??

f) Transfer Responder to Channel??

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2 Answers

  • Best Answer
    author's profile photo
    Former Member
    Posted on Aug 21, 2007 at 12:13 PM

    Hi,

    In Campaign automation,The following are the workflows :

    <b>CRM_CA0 Start Campaign Process</b>

    The start node of the process automatically triggers the workflow CRM_CA0 ‘Start Campaign Process’. This workflow schedules the next workflow that is assigned to the next campaign element in the process. It cannot be assigned to a campaign element but is triggered automatically whenever a campaign is started.

    <b>CRM_CA1 Send Target Group to Channel</b>

    This workflow can be assigned to any campaign element but not to campaign elements that are to be used for direct response processing.

    Required parameter: Communication Medium, Segment (Target Group)

    <b>CRM_CA2 Create Target Group</b>

    This workflow can be assigned to any campaign element but not to campaign elements that are to be used for direct response processing. It generates a target group based on the segment that is assigned to the campaign element.

    Required parameter: Segment (Profile)

    <b>CRM_CA3 Create Target Group and Send to Channel</b>

    This workflow can be assigned to any campaign element but not to campaign elements that are to be used for direct response processing. It works in the same way as Create Target Group but executes the step right away.

    Required parameter: Communication Medium, Segment (Profile)

    <b>CRM_CA4 Send E-Mail to Person Responsible</b>

    This workflow can be assigned to any campaign element in the process. The only purpose of this element is to send an e-mail to the person responsible for this step. The e-mail content is not the text in the workflow but the content of the mail form assigned to the step.

    Required parameter: Mail form, campaign element description, person responsible or partner function.

    <b>CRM_CA5 Approval by Person Responsible</b>

    This workflow can be used if you wish to perform a milestone approval for a certain step within a process. A workflow e-mail is sent to the person responsible for this step.

    Required parameter: Person responsible or corresponding partner function.

    <b>CRM_CA6 Add BP to Target Group</b>

    This workflow can be used for any campaign element which is to be used for direct response processing. It is used to add a customer/prospect responding in a certain way to a segment assigned to a campaign element.

    Required parameter: Segment (Target group)

    <b>CRM_CA7 Remove BP from Target Group</b>

    This workflow is a supplement to Add BP to Target Group. It is used to remove a customer/prospect responding in a certain way to the segment assigned to campaign element.

    Required parameter: Segment (Target group)

    <b>CRM_CA8 Start Target Group Optimization</b>

    This workflow is assigned to the campaign element preceding an optimization element. It triggers the split of a target group according to the business constraints defined in the optimization element and assigns the split target groups to the campaign elements succeeding the optimization element.

    Required parameter: Segment (Target Group), Optimization Node (Successor).

    <b>CRM_CA9 Send Responder to Channel</b>

    This workflow can be assigned to any campaign element that follows a decision node. It is used to directly contact the customer/prospect that responded to the step preceding the branching node.

    Required parameter: Communication medium

    <b>CRM_CA10 Start Follow-up Step Without Execution</b>

    If you require additional workflow functionality to model your campaign processes, you can use this workflow as a template. It already contains parameters and implementation methods that are used within a campaign process.

    Regards,

    PD

    <b>

    Kindly Reward the points if it helps!!!</b>

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    Former Member
    Posted on Aug 21, 2007 at 11:14 AM

    Hi,

    | a) Add BP to TG??

    U can use it when you need to add respondents or non respondents to a Target Group

    | b) Create TG??

    U can use this when you have to cerate a Target Group Automatically

    | c) Remove BP frm TG??

    This can be used when,e.g., you have a Target group to whom a mail has been sent and all those who have responded need to be put in another TG. so that, the first TG becomes a NON-respondent TG

    | d) Send e-mail to Pers Resp??

    This can be used when a particular Customer responds to the campaign

    | e) Send TG to Channel ??

    This is used whenever you execute your campaign ( in this case the email goes to the Tg if its an email campaign)

    Kindly reward with points in case helpful

    Sharif

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