Overview of SAP marketing cloud functions (IV)

The previous three articles in this series , The author shared with you in turn the  SAP Marketing Cloud Contacts,Profiles,Target Group, And the content design of marketing activities , Product recommendation , Experience in lead and customer management modules .

This is the last article in this series , Introduce  Marketing Cloud  Sales plan management module in .

First of all, let's understand some basic concepts in the sales plan ：

(1) Allocated Budget Allocated budget ： The marketing manager is Budget Plans Budget for evolutionary allocation and planning of marketing activities in the application .

(2) Planned Budget Plan and budget ： The marketing manager is Budget Plans Budget for planned marketing activities in the application ,  It can be more than the allocated budget .

(3) Proposed Spend Recommended expenditure ： Marketing managers and experts are Campaigns Recommended expenses in the application by media type of the scheme ,  Can be more than budget .

(4) Planned Spend Planned expenditure ：Campaign Planned expenditure .

(5) Actual Spend Actual expenditure ： from Campaign produce , And get the amount of marketing budget support ,  Happened in the past .

(6) Committed Spend Committed expenditure ： be based on Campaign Request and order requests and receive marketing budget funding ,  Happen in the future .

(7) Latest Estimate The latest estimate ： According to the plan 、 Actual and committed expenditures calculate the latest expenditure estimates .

Marketing Calendar

Through this app, we can get an overview of marketing activities within a specified time frame .

In the calendar view , Use different colors to show the status of different marketing activities . By clicking on the campaign , You can view details about this campaign , And in Campaign Open it in the app . You can use the slider to select different dates and use the filter according to different conditions ( For example, category 、 Priority and media type ) To filter marketing campaigns .

In the calendar view, you can create a marketing campaign by clicking the plus sign , It can be created based on standard or customized marketing campaign templates . When saving the campaign , If it meets the filter conditions , The campaign will be displayed in the calendar and list views .

The top area of the calendar shows three major marketing activities KPI：Success, Spend, Sentiment.

Success

• Popular categories ： The five most commonly used categories of marketing campaigns .

• Post emotion ： Score emotions from “ Strongly support ” To “ Strongly opposed ” and “ No assessment ”,  Show number of social media messages .

• Hot followers （ news ） And emotional rating （ news ）： The audience with the largest number of social media messages and their emotional scores .

Spend

• Total sum ： Total planned expenditure for the selected campaign .

• Popular expense types ： The most common expenditure types and the total expenditure of each expenditure type .

Sentiment

Displays the emotional scores of all social media messages in the selected time . So that we can change the marketing campaign strategy according to the change of emotional score .

Marketing Plan

First of all, understand Plan, Program, Campaign, Activity The relationship between the four , The former, in turn, is the container of the latter .

(1) Creating Marketing Plans

Create a marketing plan : Marketing Plan The application overview page shows the current list of plans , Click to view the details of the plan . Click on Create I can create a new one Plan.

(2) Creating Programs and Assigning a Budget Plan Allocate budget plan :  For a specific Marketing Plan establish Program.

It can be for Program By time Phase, And for each Phase Set recommended expenses by time and media type .

Select a Program, You can open or delete this Program.

open Program This can be the Program establish Campaign Or specify a previously created Campaign.

by Campaign Set planned expenditures .

Planned expenditures are shown in the chart .

Budget Plans

stay Budget Plans Application , We can select from the list on the left Plan see budget Allocation details .

Click on Allocate Budget It can be for Plan Allocate budget .

Click... After the budget allocation is completed Edit Budget It can be viewed .

Click on Measures→Show, Select data to compare with current data .

On the basis of comparison , Choose products , Budget adjustments can be made 、 View budget comparisons in different markets 、 Budget comparison of different media types .

Based on the comparison of different markets, you can also view the comparison of different countries .

On the basis of comparison between different countries, you can also view specific Program Budget comparison .

Click on the histogram , You can view the selected Program details .

choice Program Medium Campaign Check the details .

stay Campaign Of Spend Module can be used for Spend To view and edit .

Upload spending data for marketing campaigns

stay Campaigns Application details page Spend modular , We can view the actual expenditure 、 Committed and planned expenditures . You can directly add planned expenditure data here .

stay Import Data Application , We can import external data of actual expenditure and committed expenditure . The imported data will be displayed in Campaigns Of Spend The module displays .

Use nodejs Realization OData Of batch Operation in Marketing Cloud Read in

Yes  Marketing Cloud  Have a basic understanding of the function modules of , We can then learn how to use programming methods , consumption  Marketing Cloud  Master data of the system .

Let's take a look at the author first  Marketing Cloud In the system contact Information ： altogether 1218374 Data .

We use the following nodejs The code passes OData To get the data ：

var request = require('request');
var config = require("./mcConfig");

var url = config.getContactBatchURL;

var sBody = "--batch_c914-a60c-1877" + "\n" + 
"Content-Type: application/http" + "\n" + 
"Content-Transfer-Encoding: binary" + "\n" + 
"\n" + 
"GET InteractionContacts?sap-client=100&$skip=0&$top=2&$select=ImageURL%2cName%2cContactLevelName%2cCountryName%2cCity%2cEMailAddress%2cPhoneNumber%2cMobilePhoneNumber%2cCorporateAccountName%2cInteractionContactUUID%2cRelationship%2cType&$inlinecount=allpages HTTP/1.1" + 
"sap-cancel-on-close: true" + "\n" + 
"Cache-Control: max-age=360" + "\n" + 
"sap-contextid-accept: header" + "\n" + 
"Accept: application/json" + "\n" + 
"Accept-Language: en" + "\n" + 
"DataServiceVersion: 2.0" + "\n" + 
"MaxDataServiceVersion: 2.0" + "\n" + 
"\n" + "\n" + 
"--batch_c914-a60c-1877--";

var getContactOptions = {
 url: url,
 method: "POST",
 json:false,
 headers: {
 "content-type": "multipart/mixed;boundary=batch_c914-a60c-1877",
 'Authorization': 'Basic ' + new Buffer(config.user + ":" + config.password).toString('base64')
 },
 body: sBody
};

function getContact() {
 return new Promise(function(resolve,reject){
 var requestC = request.defaults({jar: true});
 console.log("Step1: get contact via url: " + url );

 requestC(getContactOptions,function(error,response,body){
 if( error){
 console.log("error occurred: " + error);
 reject(error);
 }
 console.log("response:" + body);
 var nStartIndex = body.indexOf("{");
 var nLastIndex = body.lastIndexOf("}");
 if( nStartIndex < 0 || nLastIndex < 0)
 return;
 var sPayload = body.substring(nStartIndex, ++nLastIndex);
 resolve(JSON.parse(sPayload));
 }); 
 });
}

function displayResult(oResult){
 console.log(oResult);
}

getContact().then(displayResult);


Use node The command executes this directly .js file ：

Get results that are consistent with those observed on the browser ：

Use postman establish Marketing Cloud Of Contact

except  Node.js  And so on , We can also use  Postman  This routine  Restful API  Testing tools , To create  Marketing Cloud  Of  Contact  data .

First, in the Marketing Cloud Of UI Create a contact：

Observe Chrome Developer tools network In the tab HTTP request ：https://jerry.hybris.com/sap/opu/odata/sap/CUAN_COMMON_SRV/?sap-client=100 This request is used to read CSRF token：

Click save , Will send a new HTTP post request ：

request url：https://jerry.hybris.com/sap/opu/odata/sap/CUAN_COMMON_SRV/ContactPersons?sap-client=100

Then look at the important request header fields ：

Take the first step CSRF token Fill in Postman Inside header In the field , Pictured ：

body：

{"CountryCode":"CN","City":"Chengdu","FirstName":"Jerry1","LastName":"Wang1","PostalCode":"610093","RegionCode":"","Street":" Tianfu Software Park ","HouseNumber":" Tianfu Software Park ","DateofBirth":null,"ContactPersonFacets":[{"Id":"[email protected]","IdOrigin":"EMAIL","Obsolete":false,"Invalid":false},{"Id":"","IdOrigin":"PHONE","Obsolete":false,"Invalid":false},{"Id":"","IdOrigin":"MOBILE","Obsolete":false,"Invalid":false},{"Id":"","IdOrigin":"FAX","Obsolete":false,"Invalid":false}],"IsConsumer":true,"Filter":{"MarketingAreaId":"CXXGLOBAL"}}


Status code 201, Prove that the creation was successful ：

You can see the successful creation in the front end contact：

summary

This is the last article in the series , It introduces  SAP Marketing Cloud  Marketing plan module of , And how to use it  Node.js  and  Postman  These two tools , To create  Marketing Cloud Contact  Method of master data .