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Author's profile photo Florian Schwoebel

Hybris Marketing: How to Get Permissions and Subscriptions into the System. Part 1: Forms

Part 1: Forms

Part 2: CSV Import

Part 3: OData Service

Part 4: Extraction from CRM with ABAP program

 

Preliminary note: This text refers to release 1702 of Hybris Marketing.

Important: As of release 1905, the term Forms is used for what until then had been known as Landing Pages. There are new Landing Pages which are not Forms, but can contain Forms.

For more information on (new) Landing Pages and Forms, see the Marketing Cloud documentation.

The links in this part have not been updated, as they correspond to the release the text was written for.

Introduction

During campaign execution it is important to know the Marketing Permissions or Subscriptions for the contacts to be addressed. In this series of articles, we describe ways to make these kinds of information available in Hybris Marketing. Contacts can then be checked for the Permissions and Subscriptions they have granted.

There are four different procedures to get Permissions and Subscriptions into the system for further processing. One possibility is to include response elements in Forms (Part 1 of this series). Furthermore, you can use CSV files with a preconfigured structure to upload Permission or Subscription data (Part 2). The recommended way to put huge amounts of data into the system is to use Web Services, especially the OData Service CUAN_IMPORT_SRV (Part 3). And eventually, you can perform an initial (one-time) import of Permissions and Subscriptions from your CRM system executing an ABAP report (Part 4).

Part 1: Including response elements in Forms

During the creation of a Form in Hybris Marketing, you can integrate checkboxes for Opt-ins, Opt-outs, and Newsletter Subscriptions.

Read more about Forms here.

Further information about Form Design you will find here.

Forms are a feature of the Content Studio. Check this link for more details.

The most important thing in the design tab is to choose the Data Mapping type which can be either “Subscription” or “Submission”. A Subscription can be a Newsletter Subscription, but also the registration for an event. In a Submission, the contact can allow or refuse being contacted via a certain communication medium.

Imagine a marketing expert working for an online cat food store is setting up a Form with the following Permission and Subscription checkboxes:

According to their intent, the first two rows are mapped as Permissions, the lower two rows as Subscriptions.

Now let’s have a look at the Data Mapping configuration.

As an example, the configuration of this line could be the following:

Explanation: In this case we ask the recipients to decide whether they want to give a general Permission to be contacted via email or not. If a recipient agrees, he or she will get an email to confirm this decision – this is referred to as “Double Opt-In”. If the recipient doesn’t agree, the Permission is not given, and the recipient won’t be asked again to affirm this decision. So this is a “Direct Opt-Out”.

In the second row, the text is “Please don’t contact me any more by phone.” So it wouldn’t make sense to set the Action if Selected to “Direct Opt-In” (and it would, of course, annoy the recipient). The type in this configuration could look like this:

Things are a little different when we have a Subscription instead of a Permission: The second field in the Data Mapping section is now labelled “Communication Category”. The document “Communication Categories and Limits” will inform you about this topic.

For example, a Communication Category can be a newsletter for a certain product or an invitation to an event.

The Data Mapping for our Tasty Cat Food Newsletter could look like this:

According to the reactions of the recipients, the Permissions and Subscriptions are recorded in the system. The usage of the Forms – e.g. the number of Submissions and Subscriptions – can be analysed in the “Analytics” section . How exactly this works, you can see here.

The links below will lead you to further interesting blogs on topics related to Forms and Subscriptions or Permissions:

https://blogs.sap.com/2016/09/27/marketing-permissions-subscriptions-and-landing-pages-in-s4hana-marketing-cloud/

(You can also watch the video contained in this blog on youtube: Email Newsletter with subscription forms and personalized product data)

 

https://blogs.sap.com/2016/05/06/design-and-deploy-contact-forms-subscription-landing-pages/

https://www.linkedin.com/pulse/marketing-permissions-only-needed-europe-sure-jan-matthes?trk=mp-author-card

 

Part 1: Forms

Part 2: CSV Import

Part 3: OData Service

Part 4: Extraction from CRM with ABAP program

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      6 Comments
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      Author's profile photo Vervinckt Joyca
      Vervinckt Joyca

      Hello,

      This is really interesting!

      When are part 3 and part 4 coming? I'm looking forward to it!

      Thanks,

      Joyca

      Author's profile photo Florian Schwoebel
      Florian Schwoebel
      Blog Post Author

      Hallo Joyca,

       

      thank you! I'm very pleased about your interest in my blog.

      Part 3 is coming in a few days. It only needs some corrections.

      Part 4 might take a little longer, because I don't have much time for writing at the moment.

       

      Kind regards

       

      Florian

       

      Author's profile photo Andrew Griffin
      Andrew Griffin

      Excellent blog Florian Schwoebel - thank you.

      One part that I didn't see covered is how the pre-populated contact data is pulled from Hybris Marketing to the landing page on the website.  Does this require specific URL parameters, or a user to log on to the website, or something else?

      Many thanks again,

      Andrew Griffin.

      Author's profile photo Florian Schwoebel
      Florian Schwoebel
      Blog Post Author

      Hi!

      Thank you very much for your comment!

      Unfortunately, I cannot answer your question in detail, but there is blog by my colleague Steffen Schroeder describing the implementation of Landing Pages with the SAP Web Dispatcher:

      https://blogs.sap.com/2017/01/31/implementing-sap-hybris-marketing-landing-pages-using-the-sap-web-dispatcher/

      Kind regards,

      Florian Schwoebel

      Author's profile photo Steffen Schroeder
      Steffen Schroeder

      Dear Andrew Griffin,

      If you use the Hybris Marketing Landing Pages the pre-delivered standard JavaScript reads out the Outbound ID URL parameter "sap-outbound-id" that is appended to Hybris Marketing email links by the campaign execution. This parameter value can be used to identify the respective interaction contact using an email outbound interaction. In the end the landing page runtime service delivers the required contact attributes and the JavaScript fills the relevant input fields.

      This is out-of-the-box functionality for the Hybris Marketing Landing Page. However, you can implement the same for custom landing pages, too.

      Kind regards,
      Steffen

      Author's profile photo Andrew Griffin
      Andrew Griffin

      Thank you very much for your response @Steffen Schroeder  and Florian Schwoebel