Product Information
Customer segmentation using reports in Cloud ERP SAP Business ByDesign
With the 20.08 release of Cloud ERP SAP Business ByDesign marketing employees can segment target groups by using reports and refresh for periodic execution of campaigns.
Here is a quick demo:
Here is the list of steps you need to do:
- Define report view with selection and filter criteria
- Save definition as bookmark to make the combination of selection and view available for the target group
- Create a new target group based on report data
- Select the bookmark and characteristic
- Fetch the members from the report
- Create one or multiple campaigns e.g. direct mail, export
Hi Jan,
this is a great new feature for ByD! I tried the following on top:
Cheers,
Sebastian
Hi Sebastian,
great to talk to you again after such a long time ;o)
In general the key prerequisite to use the capability is to have “Account” as a characteristic in the bookmark i.e. in the view and its selection. If there is no account available in the view or the result set then you can’t use it.
Let me check with the DEV team if this is limited only to standard data sources.
Raffael Lutz : Can you answer?
Cheers
Jan
Hi Sebastian,
there is no restriction so you can use it also for custom reports. Please double check if you custom report is assigned to a work center as this is needed for getting the access context. This might be one of many reasons why your custom report does not show up....
If you still have issues please create a ticket to allow us to check in your tenant.
Cheers
Jan