Campaign Management (CRM #70000080)

Learn about configurations for Campaign management.



Rights & Triggers

Rights for Info Area Campaign (CM)

In the main right the info area is defined as visible but it is not possible to add, update or delete records.



It is also defined that records with tenant 9000 are not allowed to be updated or deleted – as they are part of the template and should be “upgradeable”.





Trigger for Campaign (CM) Info Area CORE_CM_DV Trigger

This trigger is used to set the current rep as the responsible rep for the Campaign (CM) when the record is created. It is on purpose of the “Edit/update” type (not default values) – as otherwise it would not work when creating records from a template.



The trigger can be overwritten in a child right:



Rights for the Marketing Activity (AK) Info Area

In the main right the info area is defined as visible but no new, update or delete.



It’s also defined that records with tenant 9000 are not allowed to be updated or deleted – as they are part of the template and should be “upgradeable”.





Trigger for Info Marketing Activity (AK)

Trigger CORE_AK_DV

This trigger is used to set current rep as the responsible rep for the Marketing Activity (AK) when the record is created. It’s on purpose of type “Edit/update” (not Default Values) – as otherwise it would not work when creating records from a template.



The trigger can be overwritten in a child right:



Rights for Info Area Execution (Marketing Activity) (AD)

It’s also defined that records that belong to marketing activities (AK) with tenant 9000 are not allowed to be updated or deleted – as they are part of the template and should be “upgradeable”.





Trigger for Info Area Execution (Marketing Activity) (AD)



Trigger CORE_AD_DV

This trigger is used to set the default values when creating an Execution (Marketing Activity) (AD) that is NOT based on a template.



The trigger can be overwritten in a child right:



Trigger TE_AD_UPD_SetExecutionRep

This trigger is used to set the u7Server user of the current tenant for the record. It’s on purpose of type “Edit/update” (not Default Values) – as otherwise it would not work when creating records from a template.

The u7Server creates (among other tasks) messages and they are produced in a specified language (this language is set in the registry entry for the u7Server with the flag “–l”).

To-do in a project: If a new tenant is created for an installation, this trigger has to be adapted:



Trigger CORE_AD_UPD_GenerateTargetGroup

This trigger is used to create a target group. The trigger is called via the button “CORE_AD_CreateTargetGroup” (menu action “CORE_A_AD_GenerateTargetGroup”) and via the context menu of AD “CORE_A_AD_GenerateTargetGroup”.



Trigger CORE_AD_UPD_ExecuteMarketingActivity

This trigger is used to start the Marketing Activity. It is called via the button “CORE_AD_StartMarktingActivity” (action “CORE_A_AD_ExecuteMarketingActivity”) and via the context menu of AD “CORE_A_AD_ExecuteMarketingActivity”. As it is not necessary to create a target group first in order to start a marketing activity, the trigger checks (With Condition) if a target group was created or not – and acts accordingly.











Rights for Info Target Group (Marketing Activity) (AG)

In the main right the info area is defined as visible but no new, update or delete.



Trigger for Info Target Group (Marketing Activity) (AG)

Trigger CORE_AG_UPD_SetInactive

This trigger is used to set the flag “Inactive” in an AG record. Thus the user does not have to touch each single record and set the flag, but select several records and uses the button. The trigger is called via the button “CORE_AG_SetInactive”.



Rights for Info Area Response (Marketing Activity) (AN)

In the main right the info area is defined as visible but no new, update or delete.



It’s also defined that records that belong to marketing activities (AK) with tenant 9000 are not allowed to be updated or deleted – as they are part of the template and should be “upgradeable”.





Rights for Info Area Response (Marketing Activity) (AO)

In the main right the info area is defined as visible but no new, update or delete.



Rights for Info Area Statistics (Marketing Activity) (AX) and Rep (Marketing Activity) (AI)

In the main right the info area is defined as visible but no new, update or delete.



Label Formats

German (Base)



English (UK) (BASE)



English (US) (BASE)



Those labels are used based on the label value in the FI or KP record and therefore forms the content of the pre-defined documents CORE_German_Invitation.doc and CORE_English_Invitation.doc.





Marketing Activity Templates

The following activity template are defined:

“Special Offer” / “Aktion” (StNo: 10002 INo: 1025)



This template is used to create work orders (AF records) without any campaign – e.g. for special offers. If the special offer (AT) is linked to the marketing activity record and a AF record for the visited person exists, the products defined in the special offer are displayed e.g. in the sample dialog when clicking the button “Special Offer” in the serial entry.



Campaign Templates

The following campaign templates are defined:

Template: Product Promotion (StNo: 10000 INo: 5)

  • Marketing Activity & Execution “Product Information”

  • Marketing Activity & Execution “Follow-Up”

  • Marketing Activity & Execution “Consultation”

Vorlage: Produktpromotion (StNo: 10000 INo: 11)

  • Marketing Activity & Execution “Produktinformation”

  • Marketing Activity & Execution “Nachverfolgung”

  • Marketing Activity & Execution “Beratung”