Issue with Survey Suite

[Former Member]

Hi all,

our request is to create a survey to be used off-line by the customer, with the possibility to upload data to CRM once a time when a connection is available. I created a survey using transaction crm_survey_suite, I saved it as a html file with the possibility to send results to the CRM by mail. I created a Survey user and I placed his internal e-mail address in the survey repository in the mailto field, and also in SO50 transaction. Unfortunately no mail arrives to the system, because CRM internal account cannot receive e-mail from external address - that is, my outlook address that is used to send results when I click on Save button on the survey.

Is there a way to solve this issue? Maybe another way to send data to the CRM?

Points will be awarded

Thanks

Fabio

[ashish_nagpal · Accepted solution]

hi fabio

there is an alternate option that while they survey u have send to the customers,when they save the survey after filling it,an inbound activity can be generated automatically in the system,so that data will be in CRM only,you have to implement the BAdi ,some changes to be mainatined in that so that an inbound activity can be generated,i guess you are aware of that BAdi

best regards

ashish

[Former Member]

I managed to integrate the survey using campaign automation, that is sending the survey via mail to the business partners, and recollect data using bsp. Unfortunately this is not my request - I need a survey to be filled off line (maybe a pdf file), save the survey and then send the data to CRM in a second time.

Is there a way to manage it? When I try to save surveys in local html file and to submit them, no data is sent to the system and table CRMD_MKTRU_SVY is not updated. Any advice?

Fabio

[ashish_nagpal]

hi

what you are trying to achieve doesn happen this way.you should configure the surevy mailer with the CRM server,so that once you make changes in the response in pdf or any other format ,it can be sent directly to the CRM,then you will be able to see the value in table

anyways here is the standard practice to save the survey response

In SAP Standard when a customer answers a survey, a new activity with transaction type ‘0000’ will be created that automatically triggers the follow-up processes. In our business scenario we’re not using transaction type ‘0000’ but ‘Y004’ instead.

To make the campaign automation survey scenario running for this transaction type as well you have to change a BAdI.

The following procedure describes where and how to adapt the respective changes.

In a real customer scenario this is a very likely procedure.

Transaction Code SE18

1. SAP Menu Architecture and Technology---->ABAP Workbench -

---

>Utilities -

---

>Business Add-Ins

2. Enter the name of the respective BAdI CRM_MKTCA_SVY_PAI in the field Definition Name and choose Display first.

3. Go to tab ‘Interface’ and double-click on the default implementation class CL_DEF_IM_CRM_MKTCA_SVY_PAI.

4. Again, double-click on method IF_EX_CRM_MKTCA_SVY_PAI~PROCESS_SVY_PAI_FOR_CA and confirm the following dialog box with Yes.

5. In the following you see the example implementation for transaction type ‘0000’.

6. Now switch to change mode and search for ‘0000’ with the Find/Replace button.

7. In the following replace the line

iv_process_type = '0000' with the line

iv_process_type = 'Y004'

8. Save your settings and don’t forget to activate your coding again.

now just try to understand it

because as soon as customer repond to the survey you get an in bound activity

this activity generation is crucial part of response analysing because this activity contains the info regarding the customer response

just go through this

n let me know

best regards

ashish

[Former Member]

Hi nag,

I would like to know if i am sending a questionairre to bp and based up on his answers if he/she attains certain qualification . automatically a lead should be created.

So if i give activity type as my Lead, in the badi. how does system has a condition when to create this lead txn type?

where do we maintain the condition for qualification?

Do we that in the same badi?

regards,

sanjana

[ashish_nagpal]

hi sanjana

yeah you are damn right ,you need to maintain the condition in the BAdi itself

it is like

as i have mentioned in the above post if you have noted carefully

v_process_type = 'Y004

so there instead of y004

you just mention y001 which is lead transaction type

guess i cleared your doubt.

best regards

ashish

[Former Member]

Hi Ashish,

thank you for your answer. I'm quite new with activity and BAdI (and with SAP in general), can you provide me more informations about the procedure you suggest? Which BAdI has to be used?

Please note that the survey is filled out of the CRM environment, in this case the inbound activity is still generated? Where can I see it?

Regards

Fabio