- You find questions and answers to the following topics:
- General Questions
- Budget Planning
- Marketing Plans
- Program App
- Spend Management
- Marketing Calendar
- SAP ERP Integration
- Brands App
Does SAP Hybris Marketing Cloud Planning support multiple currencies?
Answer: Yes. Budget plans, programs, and campaigns can all be planned in a different currency. In each app, the amounts are shown in the object currency that was selected at creation time. The currency conversion is done using the rate type M and the start date of the object. For the actual and committed spend, the date used for the currency conversion is the posting date.
Purchase orders can be in the local currency and when these purchase orders are mapped to the campaign (via the WBS element) the campaign will aggregate this purchase order in the campaign currency. Currency conversions are also done in reporting when using tools like SAP Lumira so that you can plan in a currency but report in another currency.
How does currency conversion work?
Answer: Currencies are setup by SAP. However, you must set up proper exchange rates setup to be able to use the display currency in the applications and reporting. There are two (2) administrative apps Maintain Exchange Rates for manual maintenance and Import Foreign Exchange Rates for uploading the rates using a CSV file.
How can SAP Jam be used to collaborate in SAP Hybris Marketing?
Answer: SAP Jam is integrated in several apps, for example in Budget Plans, Marketing Plans, Programs, or Campaigns. It enables you to collaborate without leaving the apps and the context in which are
This said, the Jam post contains the link back to the app and the object from which the post was created from
Is there an app to maintain custom dimensions, like Brands app?
Answer: Not yet. This is on our roadmap.
Where can we see the actual spend and where are they coming from?
Answer: Actual spend can be seen in the following apps:
- Budget Plans
- Detailed Campaign Spend
Actuals can come from the following sources:
- Actuals and Committed retrieved from a OData service
- Actuals and Committed retrieved via native integration to SAP ERP
- Actuals and Committed uploaded via CSV using the “Import Data” app
- Actuals retrieved from Facebook
- Actuals retrieved from Paid Search
- Actuals retrieved from Externally executed campaigns
Can custom dimensions be deleted?
Answer: Not yet. This is on our road map.
Can a user plan a budget that is more than his allocation?
Answer: Yes, there is currently no strict checks in place that prevent a user from planning a planned budget which is higher than the allocated budget. This is the same for the planned spend or proposed spend. A planned spend can be higher than the programs a proposed spend, and the planned or proposed spend can be higher than the planned budget or allocation. The KPI’s will be red or green based on certain rules to give the user a visual queue about certain thresholds which may be exceeded.
Can we view and plan budget using a table instead of a chart?
Answer: Currently, budget is planned and visualized using charts only but some of the data can be downloaded to excel.
Can we restrict the values that can be used in budget planning?
Answer: Yes. Using the Dimensions Relationships app, you can restrict which values are relevant between dimensions used in budget planning. For example, Brand A is not available in Canada.
Does Budget Plan have a change log?
Answer: Not yet. This is on our roadmap.
Can I delete a Budget Plan?
Answer: Yes, if there are not programs funded by this Budget Plan and there are also no private plans associated to this Budget Plan.
Can we delete a planning model?
Answer: No. However, you can deactivate it by setting the validity in past years. By doing so, the planning model will no longer be considered for budget plans creation.
Can a planning model have only one dimension?
Answer: No. A planning model must have at least two (2) dimensions. You can select any standard dimensions or custom dimensions that you want to define.
Can have more than one (1) marketing plan per marketing plan and calendar year?
Answer: No. A marketing plan is for one marketing area and calendar year.
Can we assign more than one (1) budget plan to a marketing plan
Answer: No. Only one budget plan can be assigned to a marketing plan. Programs assigned to the marketing plan must have funding source from the assigned budget plan.
Can I have versions of a marketing plan?
Answer: No. there is currently only one version of a marketing plan
How are campaigns funded with the marketing budget?
Answer: Campaigns can be grouped using a program. The program gets funding from a budget plan. Currently, funding can only be done through the program. Campaign cannot be funded directly
Can we extended the Program App?
Answer: Custom fields can be added to the Program object using the business context “Marketing Program” in the “Custom Fields and Logic” App. A key user can then add custom fields to the Details section and the Create Pop up of the UI by adapting the UI at run time. In addition to adding custom fields, standard fields can also be removed by the key user at runtime.
Can we save a variant of the campaigns table?
Answer: A personalized view of the campaigns table can be created by showing/hiding columns, grouping, filtering, sorting or rearranging columns. This view can then be saved as a variant. A Key user can also create a variant and make it available across all users in his organization.
Can program phases overlap?
Answer: Currently program phases cannot overlap in dates. We are looking to remove this restriction in the future.
Does the lock icon in the Quick Entry app lock the campaign for editing?
Answer: The lock icon is only used in collaboration with the distribute button. When distributing a value down to your campaigns, you may lock a campaign. Locking a campaign would mean that the value that campaign currently has will not change, and the distribution will not affect that campaign.
Where can I plan my spends in detail?
Answer: Detailed spend planning can be done in the spend tab of the Campaigns app
There is a KPI widget showing sentiments in the calendar, how are these sentiments related to the campaigns that are visualized in the calendar?
Answer: The calendar does not do anything special with respect to the sentiments shown in relation to the campaigns shown.
The Sentiment Engagement app is the app responsible for showing and managing sentiments, the calendar just shows those sentiment values between the giving time periods you selected in the calendar. You can use the sentiment values as insights to see if the campaigns you are running at a certain point in time are causing a lift or dip in sentiment.
Can we use IO’s (Internal Orders) as cost collectors in ERP a use this with spend management?
Answer: No, we currently only support WBS Projects and Elements as cost collectors. When a campaign is released, a WBS Project is created in ERP. Each spend item in the campaign (in spend management) has its own WBS Element under this project.
How are actual and committed spend brought back into SAP Hybris Marketing Cloud?
Answer: As of the 1605 release there are 3 ways:
- We have an OData service that can be used to bring actual and committed spend into SAP Hybris Marketing Cloud , in case you don’t have a SAP ERP but another financial system.
- We have a native SAP ERP integration from SAP Hybris Marketing Cloud to SAP ERP. A purchase order has a field which allows you to pick a WBS element.
This WBS element represents a spend item in the campaign in spend management. This is how we bring back the costs from a purchase order and link it to a campaign in SAP Hybris Marketing Cloud .
- We an Import data app that can be used to import actual and committed spend with a CSV file.
Is there a standard integration with S/4HANA (sFin)?
Answer: Currently the standard ERP integration is only with SAP ERP from Business Suite.
Can brands be deleted?
Answer: Not yet. This is on our short-term road map.
What objects have been enabled for Workflow?
Answer: Workflow can be used for Marketing Campaigns, Target Groups Marketing Plan and Marketing Program
Can I setup rules to decide when approvals are required?
Answer: Rules can be setup using the “Manage Workflow app”. An example of the rule could be “Marketing Area equals to North America and Planned Spend greater than 10K”. If none of the rules are met, then the workflow is automatically released.
What configuration is necessary for email notifications on Premise?
Answer: SAPconnect is required for sending notifications for workflow. For more information about configuring SAPconnect, see sections SAPconnect (BC-SRV-COM) and Quick Guide to SMTP Configuration of the SAP NetWeaver AS for ABAP 7.52 documentation on the SAP Help Portal at:
https://help.sap.com/viewer/p/SAP_HYBRIS_MARKETING SAP NetWeaver AS for ABAP 7.52 for Foundation 1709, version for SAP HANA View All Function-Oriented View Application Server ABAP Other Services Services for Business Users
What configuration is necessary for FIORI notifications on Premise?
Answer: Notification channel configuration is required for receiving notifications in the SAP Fiori launchpad. For more information, see section Notification Channel Configuration of the SAP NetWeaver AS for ABAP 7.52 documentation on the SAP Help Portal at
https://help.sap.com/viewer/p/SAP_HYBRIS_MARKETING SAP NetWeaver AS for ABAP 7.52 for Foundation 1709, version for SAP HANA View All Technical Operations for SAP NetWeaver SAP Gateway Foundation Technical Operations Guide Notification Channel
How can I maintain a white list for emails domains in the cloud?
Answer: A white list can be maintained in a self-service configuration app. For more information, search for Define Email Receiver Addresses for Test Systems on SAP Help Portal at http://help.sap.com.
How can I maintain email sender domain in the cloud?
Answer: Sender domain can be maintained in a self-service configuration app. For more information, search for Define Email Receiver Addresses for Test Systems on SAP Help Portal at http://help.sap.com.
How can I maintain a default email sender address in the cloud?
Answer: Sender address can be maintained in a self-service configuration app. For more information, search for Define Email Receiver Addresses for Test Systems on SAP Help Portal at http://help.sap.com
Is it possible to change the content of the email?
Answer: No, the email content cannot be changed.
What types of notifications are provided for workflow and when are they sent?
Answer: In 1802, the following notifications are sent.
Object submitted for approval:
- A FIORI Launchpad notification is sent to the approver. The notification contains the name of the object, a hyper link to the approval task and actions to approve or reject the object directly from the notification. In a multi-step scenario, a notification is sent to the approver in each step.
- An email is sent to the approver. The email contains name of the object, hyper link to the object, hyper link to the approval task and the comments entered by the submitter. In a multi-step scenario, an email is sent to the approver in each step.
Object approved or rejected:
- An email is sent to the person who submitted the object for approval. The email contains the name of the object, hyper link to the object and the comments entered by the approver. In a multi-step scenario, only the comments of the last approver are sent.