How do I save personalised survey answers in CRM

[Former Member]

Hi experts:

In SAP Help I found this statement:

...When the recipient enters this URL in a Web browser, a survey is displayed. The recipient completes the survey and sends it (by pressing the u2018Saveu2019 button) to the companyu2019s SAP CRM system. The system then uses the answers specified in the survey to determine appropriate additional marketing activities for the original recipient of the e-mail. ...

I would like to implement this.

How exactly does the recipient send the survey to SAP CRM system? I know that PAI can create a document with survey in CRM. In this case the survey is linked to an email. I have never seen loose surveys (without document) in CRM.

Am I supposed to have an integracion with an contact of type email where the survey answers will be saved in case the marketing contact anwers the survey?

Hoping for your help.

Thanks,

Cristina

[Former Member · Accepted solution]

Hello,

Your question is very broad.

PAI & PBO modules needs to be assigned to Survey and these modules depends on what type of survey you build.

For example: If you build a survey in campaign automation, you should assign following PAI and PBO module to the survey.

CRM_MKTCA_SURVEY_MKT_PAI and CRM_MKTCA_SURVEY_MKT_PBO

If it is for lead, Then it will be CRM_SVY_LEAD_PAI which will have only PAI module.

So when you create the Survey, check your cenario and create accordingly.

Thanks

Raja pamireddy

CRM marketing forum Moderator.

[Former Member · Accepted solution]

Hi Raja,

We have campaign automatization. And there should be created a Lead for each responded survey.

As you recomended, I have assigned funtion module CRM_SVY_LEAD_PAI to the survey.

When I save the survey - after having recieved the mail from test campaign - there is a shor dump: rabax state / MESSAGE_TYPE_X.

The error is in funtion module CRM_SVY_LEAD_PAI, when calling CRM_SVY_LEAD_PAI_CREATE.

I was wandering if it has to do with the information about the contester of the survey, which should be the contacto partner of the Lead.

Best regards,

Cristina

[Former Member · Accepted solution]

Hello,

First of all, I am not sure in which scenario you are using. In my earlier reply, my answer was broad too since i am not aware of which scenario you are using.

Your survey attribute might be having PAI module attached which creates/changes a lead on checking the process mode. Process calls CRM_SVY_LEAD_PAI_CREATE to create a lead.If this is not successful, it will raise the message to stop.

Therefore, You should also check if you create a lead through crmd_order Is it created error free?

one more point is: You can not use Lead survey and Lead PAI/PBO for URL.Sending an url to a business partner is a Marketing scenario hence only marketing survey and PBO/PAI should be used.

Lead survey and it's PAI/PBO should be used only when you create lead in crmd_order transaction and want to determine the relevant survey during creation.

Do you want to create lead through campaign execution or want to use Campaign automation application for the same ?

If your scenario is to send an e-mail to a business partner and as soon as he replies to the response , for each reponse you want to generate a lead.

For above scenario, you have to model the scenario in campaign Automation application.

Hope this helps.

Thanks

Raja

CRM Marketing Forum Moderator