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You will get Information that the survey does not yet exist and a new template is generates:
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Title
Now double click on an item in the tree on the left hand side. Then you get an input field in the
upper right window where you can edit for example the text of the title. If you want to enter more
than one line of text click on the Text icon beside the input field:
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Questions
To edit the questions you have to expand the tree on the left hand side.
New Questions can be added via the Context menu when you right click on the Section. An Initial
Question is always available. To change the answer possibilities you have to open the Answer
leave and provide an Answer Category:
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Save Survey
When you have finished your Survey it maybe looks like this:
Now its time to save it. Hitting the save button you first had to provide a Description:
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
To allow us to analyse the survey answers switch to the Technical Settings and activate the
check box Evaluation Without Business Information Warehouse:
Also make sure that this PBO and PAI modules are provided (CRM_MKTCA_SURVEY_MKT_PBO and
CRM_MKTCA_SURVEY_MKT_PAI):
Ignore the warning that the PBO and also the PAI Module should be of type CRM_SVY_..._PBO or
CRM_SVY_..._PAI:
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
yes, when you want to use Surveys publicly a Firewall port must be opened. But there is also an option without:
Survey processing without opening a connection to the CRM Backend from the Internet.
Best regards
Gregor
Abhi shek
Jun 10, 2014 9:07 AM
Hi Gregor,
Like always very informative blog.
One thing i would like to know to access surveys outside the network or access from internet does one requires
a port to be opened in network firewall. Since CRM server in inside the firewall of network?
Regards,
Abhishek
Dinesh Sachdeva in response to Gregor Wolf on page 9
Nov 21, 2013 1:49 PM
Hi Gregor,
I am using CRM 7.0 Ehp1, And i have one simple query that If I run a e-mail campaign with survey attached
and I am evaluting the result in BI.
1. With the help of PAI, the activity got generated in the system.... right?.... we can check the individual
response from the activity?
2. As far as my knowledge concern that there is a standard reports available in crm named (campaign survey
contact list)...is this report right?
3. The survey answer stored in a table.....right?
Then what is the use of using XML to extract the answer, if we can use a report directly.
Please correct me
Regards
Dinesh
Alberto Carrozzo
Apr 17, 2013 6:28 PM
Hi Gregor,
It seem you have very clear ideas about the campaigns. Relating to your tutorial, can you help me to solve my
problem described here?
http://scn.sap.com/thread/3345236
thank you
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Regards,
David Faustini
Gregor Wolf in response to David Faustini on page 9
Jan 28, 2013 4:35 PM
Dear David,
as I've written in the SCN Wiki Entry Survey processing without opening a connection to the CRM Backend
from the Internet in the section PHP Script to replace mailto action I think it's a bad solution when you use
the ACTION set to mailto:. In my example I've replaced the mailto: with a call of the PHP Script via http. Get
someone who knows to create a service that can translate the HTTP POST parameters into an E-Mail as I've
shown in my example.
Best regards
Gregor
David Faustini in response to Gregor Wolf on page 10
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Create the questionnaire under activities folder using CRM Survey Suite
2.
3.
4.
5.
Please verify the above proposed solution and give your valuable suggestion along with the
sample documentation on CRM Survey. I have also verified Building block documentation for
Activity management but it doesnt have more details.
Question: Is it possible to system updates questionnaire and survey data directly to the SAP BW.
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Regards,
SAU
Rachana Sharma in response to Gregor Wolf on page 15
May 11, 2009 1:23 AM
Hi Gregor,
I really appreciate your help.
I was able to generate the URL.
Thanks a ton!
Rachana
Gregor Wolf in response to Rachana Sharma on page 15
May 8, 2009 4:13 AM
Hi Rachana,
did you follow the Steps in the section "Prepare Survey Suite"? Also you check out the SCN Wiki Page Survey
processing without opening a connection to the CRM Backend from the Internet.
Best regards
Gregor
Rachana Sharma in response to vijay kothari on page 16
May 8, 2009 3:02 AM
Hi Gregor,
Thank you for your wonderful documentation..helps us alot.
I followed the steps as suggested by you for creating a Survey.
However, I am unable to generate a URL.
After I have saved the survey, I activated and after the click on Generate URL, though I get the "GET Option"
as BSP, https, https, I do not get anything for 'Get File' & 'Send File'.
Please provide me with steps to do so.
Thanks a ton
Rachana
vijay kothari in response to Gregor Wolf on page 16
Dec 8, 2008 9:32 AM
Thanks, Gregor
I kind of expected that you would have a solution for this.
I would really appreciate if you could provide more details of the steps that we need to follow. If you think
at this stage (till you have detailed out the full solution for a new blog) you do not want to provide all details
here, would it be possible to send the sketchy steps via email (vijaypcf@gmail.com). I am not sure if this is
appropriate so I leave this to your judgement.
Thanks for you help
Vijay
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
the results to the CRM Server Mail User, where they can be processed. The Survey Mailer needs to be set up
by the administrator at the customer.
For presenting the Survey on ISA, we would like to take the option of Copy the HTML survey into any Web site
as suggested in SAP help and would like to get back the results as per SAP help recommendation of https(s)
above."
Detailed steps that are needed for gettting back the survey results from ISA using above options suggested in
SAP help documentation.
Please recommend any other better option (except BSP option) that you feel can be used for ISA.
Thanks
Vijay
Dipesh Date
Oct 25, 2008 2:44 AM
Hi Gregor,
Thanks, it is really great help on survey url, i followed the same steps which u have mentioned,
on last step i.e. while generating URL when i select bsp from get option it dump with runtime error
"OBJECTS_OBJREF_NOT_ASSIGNED_NO" can u pls guide me what should i do to resolve it.
Reagards,
Dipesh.
Colleen Bevan
Jun 17, 2008 2:52 PM
Hi,
Is there a Part 2 of this blog on how to analyze the results?
Thanks,
Colleen
Gregor Wolf in response to Rainer Gnzel on page 17
May 26, 2008 4:25 AM
Hi Rainer,
I think the best solution to avoid incorrect results due to multiple submission of surveys is to save the User
selections in Marketing Attributes. Starting with CRM 5.0 this is a standard functionality available in the Survey
Transaction CRM_SURVEY_SUITE.
Best regards
Gregor
Rainer Gnzel
May 22, 2008 12:12 AM
Hi Gregor,
first thanks a lot for your blog. Unfortunatly our problems start directly after this blog. I do receive an eMail with
a link (via campaign automization). Now I can open this link multiple times. Every time I get an empty survey
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
that I can submit so that new answers are saved in the system. This must be a mistake but SAP describes it as
standard, do you also have an easy solution for this kind of problem?
Thanks a lot for your work on SDN, it really helps a lot!
Rainer
Karmila Ahmad
Mar 3, 2008 3:10 AM
Dear,
Im follow urs documentation and i have a question for you:
1. How Can I send this campaign for lets say i want to send this survey campaign for 50 BP person. FYI i was
create mail form and attach the link survey form, in the campaign where tab can be define for this case? how
about the action tab function? is any spesific setting there?
2. later, If I want to see a feed back or result response from my respondent can u tell me how to solve this?
Many Thanks for ur attention Guru's.
Rgds
Karmila
Gregor Wolf in response to Koshal Kumar Agrawal on page 18
Sep 23, 2007 11:53 PM
Hi Koshal,
I've used HTTP and the SAP Webdispatcher to provide the Survey to the general public. I've described that in
my Blog Setup SAP Web Dispatcher with URL Filter on SuSE Linux 9.0.
Regards
Gregor
Koshal Kumar Agrawal
Sep 23, 2007 5:47 PM
Hello Gregor,
Can we make a survey url generated using BSP application to general public (outside firewall)?
In your above example, did you send this survey to general public? Or do you suggest to use HTTP?
Best regards,
Koshal
Gregor Wolf in response to Khushboo Gupta on page 18
Sep 5, 2007 5:05 AM
Hello Khushboo,
could you please open a Topic in the SDN CRM General Forum because I think it could be a longer topic.
Please provide your CRM Release and SP information.
Regards
Gregor
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Khushboo Gupta
Sep 5, 2007 4:07 AM
Hello Greg,
I have generated URL for a survey referring your blog:
But when I test it, it gives a blank screen, without any error.
What could be the possible reason.
Regards,
Khushboo
yu huali
Jun 27, 2007 2:51 AM
Also make sure that this PBO and PAI modules are provided (CRM_MKTCA_SURVEY_MKT_PBO and
CRM_MKTCA_SURVEY_MKT_PAI):
Can you give me the two FMs in detail? About code for example. Many thanks!
Gregor Wolf in response to Tarcisio Lourenco on page 19
Jun 14, 2007 3:12 PM
Hello Tarcisio,
it is possible to create the Questions and Answers on demand. But you have to work extensively with the PBO
Function module.
Regards
Gregor
Tarcisio Lourenco
Jun 14, 2007 7:42 AM
Hi Gregor,
When we're choosing our answer possibilities it's possible to read a table with a list of choices?
regds,
Tarcisio
Gregor Wolf in response to vijay patel on page 19
Jan 31, 2007 12:36 AM
Hello,
as far as I remember you can customize that for every submitted survey a activity is created which can contain
the filled out survey. When you add a text field to the survey you should see the comment then in the acitvity.
Regards
Gregor
vijay patel
Jan 30, 2007 9:45 PM
Hi,
My requirement is as follows:-
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Receiver of the e-mail survey campaign needs to enter free text ( around 100 alphanumeric) as comment.
Can you please clarify, how this is to be achieved?, where this data is saved ?
thanks in advance !
regds
Gregor Wolf in response to Jayesh Patel on page 20
Oct 4, 2006 2:49 AM
Hello Jayesh,
did this happen when you try to generate the URL? What exact Version of CRM and what SP do you use?
Regards
Gregor
Jayesh Patel in response to Michal Krawczyk on page 20
Oct 4, 2006 12:31 AM
Hi Gregor,
I did all steps what you given with screen shots.
but aftert that warning When i am egnoring the warning message the below error comes
" program CONNECTOR_CRM_800 not registered / CPI
CALL: 'ThSAPECMINIT'#Transaction program not
registered "
Can you pls help me out
Regards,
Jayesh
Michal Krawczyk in response to Gregor Wolf on page 20
Jul 25, 2006 9:13 AM
Hi Gregor:)
thanks anyway :)
I posted the question on Documentation & Guidelines forum :)
Regards,
michal
Gregor Wolf in response to Michal Krawczyk on page 20
Jul 25, 2006 8:58 AM
Hello Michal,
no problem that you've asked the question here. The only other documentation is the SAP Best Practices for
Customer Relationship Management - V3.40. But it does also not describe the File in Detail. What we can do is
that we suggest it in the SAP NetWeaver Technology Platform.
Regards
Gregor
SAP CRM: Marketing: Create, run and analyze an E-Mail Campaign with a Survey (Part 1)
Michal Krawczyk
Jul 25, 2006 6:51 AM
hi Gregor,
did you by any change find some more
documentation on servey repository XML files
other then:
http://help.sap.com/saphelp_crm40/helpdata/en/e2/5756cb769ae745aa2f5ca5ff95d63c/content.htm
I'd like to do a similar scenario
(via http) but there are many unknown
parameters in the XML files like: ConnectorId
etc.
BTW
sorry for asking here I can repost the question
on the CRM forum if you want
thanks in advance,
Regards,
michal