Marketing is critical to your overall business if you want to grow and thrive in today’s economy. Shouldn’t your business management solution provide tools that allow you to accomplish your marketing goals?

Easily track and manage leads and activities:

• Manage your complete marketing-to-customer service revenue cycle all in SAP® Business One.
• Use SAP® Business One queries to build and manage marketing campaign lists.
• Integrate Business One with Constant Contact to streamline email marketing efforts.
• Promote prospects to Business Partners in one click.
• Capture custom data with SAP® Business One user-defined fields functionality.

Third Wave’s Marketing Campaign Management (MCM) enables your team to create, execute and track marketing efforts all in one place. Now you can enter, import and manage marketing prospect lists before you’re ready to add them to your list of active Business Partners.

MCM allows you to import and store your prospect lists and associated activities in a separate, yet related, set of tables. So, you are able to use the simple and elegant SAP® Business One interface to manage your marketing activities without slowing Business Partner reports and queries.

Once you import your prospect list and set up a campaign, you can even establish a bidirectional connection with Constant Contact or use the built-in email blast feature. When you use the power of SAP® Business One queries to select your audience, you’ll easily keep all activities in one place. Finally, when a marketing prospect becomes qualified to enter the sales process, a single click allows you to promote them into your Business Partners tables, pulling all your complete activity history with it.

Expand the functionality and usability of your SAP® Business One feature-set with MCM. Manage a larger volume of prospects, campaigns and programs while developing and tracking distinct marketing campaigns - all in one place.

Finally, a tool that enables you to measure the effectiveness and return on your marketing investment integrated within SAP® Business One.

• MS .NET Framework Version 4.0 or higher.
• An SMTP Application Server is required to send Marketing Campaign e-mails if you are not using Constant Contact. Configuration of this application is outside the scope of the TWBS Marketing Campaign Management Add-On.
  

  An internal SMTP server (Microsoft Exchange or other local mail server) is required.

• If you are using SAP® Business One version 9.0 or 9.1 , any released version is acceptable.
• SAP® Business One DI API must be installed.

• Microsoft Office 2003 or higher (Excel, Word, Outlook) - Microsoft Office is required in order to use features in the Marketing Campaign Management application including data importing, message editor, and email delivery.
• Adobe Acrobat Reader version 10 or higher

• The user should have Read/Write/Delete Permissions for the following folders
• My Documents
• Add-ons folder to which the APP add-on files are installed during the installation

The ability to post messages to LinkedIn, Twitter, or Facebook.

A robust utility screen for searching Marketing Campaign Manager data and saving the search data as a MCM Search-based query for later use in message editing.

Constant Contact is a web-based application that helps you manage your e-mail marketing activities. It provides you with tools to create e-mail formats to help you present an effective business image, tools to manage your e-mail lists and tools to view and analyze the results of your e-mail efforts. At the same time you have the ability to upload contact lists from your SAP® Business One database and view the results of each e-mail cycle from within the TWBS Marketing Campaign Management application.

Third Wave Business Systems has elected to integrate with Constant Contact as it is a cost-effective and easy to use tool for this purpose. Go to www.constantcontact.com for more information on their e-mail marketing plans.

The install process for TWBS Marketing Campaign Management consists of the following components:

• The TWBS APP add-on will only be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server
  Installing SAP® Business One Extensions

• MCM Server Configuration – How to set the server and database connection information for the MCM application.
• Applying MCM Licenses – How to license the MCM application.
• Creation of MCM Database Objects – How to create the database objects required by the MCM application.
• Deleting Document Library Files – How to remove the files of the MCM document library.

The TWBS MCM Server Properties may be configured by a super-user on the SAP® Business One Server machine.

• Launch the MCM Server Properties screen by selecting the MCM Server Configuration menu option under the Administration > Setup > MCM menu groups.
  
• The Product Code, Server Name, Database, and SQL/Hana Provider values will be determined automatically based on the SAP® Business One company database the super-user is logged into.
• Enter the SAP admin-level user credentials and Database user credentials in the fields provided.
• Enter the SMTP Server information in the fields provided.
• Click the Test Connection button to test the data interface connection.
• If the credentials entered allow a successful connection, the user will receive a confirmation messagebox.
• Click the Update button.

Third Wave Business System SAP® Business One add-ons have been updated with an automatic licensing procedure. In order to obtain a permanent license key, the production environment SAP® Business One installation number must first be provided to TWBS Support so that the information can be entered into our systems. The SAP® Business One installation number is a critical component to the new TWBS application license keys. Without this information you will only be able to obtain a 30-day application trial license.

On start up, the application client will verify that a valid license exists for the application having been purchased based on your SAP® Business One installation number. If the license is verified, the application will start. If the application has not been purchased, a 30-day trial license will be issued to allow for limited use of the application. If your trial license has expired and you would like to purchase the application to obtain a full license key, please contact Third Wave Business Systems @ (201) 703-2100.

The TWBS MCM database objects may be created by a super-user on the SAP® Business One Server machine.

• Launch the MCM Server Properties screen by selecting the MCM Server Configuration menu option under the Administration > Setup > MCM menu groups.
  
• Click the Create DB Objects button to initiate the database object creation.
• The user will see a progress bar and update messages on the SAP status bar as the process continues.
• The user will be notified once the process is complete.

The removal of TWBS MCM document library files may be performed by a super-user on the SAP® Business One Server machine.

• Launch the MCM Server Properties screen by selecting the MCM Server Configuration menu option under the Administration → Setup → MCM menu groups.
  
• Click the Delete Document Library Files button to initiate the document file library removal.
  
• The user will be prompted for confirmation that they wish to remove the entire Document Library.
• Click the Yes button to confirm and continue with file removal.
  
• Once the process is complete, the user will receive a message box letting them know the files have been successfully removed.

Updates for the MCM application will occasionally be released through our TWBS Support Portal either to introduce new features, fix existing issues in the application, or both. Third Wave does not send out automatic notices with updates are available, so we recommend that you periodically check for new releases.

Steps for applying patches to the Chargeback application are…

• If your previous version of TWBS MCM is a version that still utilizes the Database Server.
  • Open the Database Service Manager Screen select the Uninstall Service option
    
  • Open the operating system option for administering programs through the Control Panel.
  • Uninstall the option for Third Wave MCM Database Server.
• Uninstall Third Wave MCM using the SAP Business One System Landscape Directory
• Once that process is complete, you can begin installing the new updates. Install the Third Wave MCM SAP® Business One client as described in the **Installation Process** section of this User Guide.

MCM Uninstall Process

Steps for uninstalling the MCM application are…

If your previous version of TWBS MCM is a version that still utilizes the Database Server.

• Open the Database Service Manager Screen select the Uninstall Service option
  
• Open the operating system option for administering programs through the Control
• Uninstall the option for Third Wave MCM Database Server.
• Uninstall Third Wave MCM using the SAP Business One System Landscape Directory

The Marketing Campaign Management application needs to be set up through the SAP® Business One based configurations screen. This can be launched through the following steps…

• Click the SAP menu option for Configuration under the Administration → Setup → TWBS MCM menus.
  
• The configuration user credentials screen will load.

Account screen mode after conversion to BP…

This option determines how the configuration will be saved.

• Enable - Once the Account is converted to a Business Partner, the Account can be updated further.
• Disable - Once the Account is converted to a Business Partner, the Account can no longer be updated.

Display Closed Activities on MCM Account Form Load checkbox…

This configuration allows for the display of closed activities on the MCM account screen when an account is loaded. If this display is not selected, only open activities will be displayed.

Constant Contact Login Information…

This is where the credentials for the Constant Contact account should be stored.

• User Name - The user name for the Constant Contact account.
• Obtain Constant Contact Login Token button - Once the user name for your Constant Contact account has been entered, click this button to transmit the information to Constant Contact and obtain a login credential token.

Click the Update button to save configuration options.

• If the user has provided login information for Constant Contact and clicked the submit button, a third tab will appear on the user credentials screen for Delete List.
• Selecting this tab will present the user with a list of Contact Lists from their Constant Contact Account.

The technical information for TWBS Marketing Campaign Management consists of the following components:

• Database Objects - The database objects that are added to the SAP® Business One database from the link in the application DB Server. These object may consist of User Defined Tables, User Defined Fields on either User Tables or existing SAP Tables, or User Defined Objects.
• Installed Queries - Queries that are automatically installed with the TWBS Marketing Campaign Management application.
• Additional Queries - Queries that can be used for reporting on the TWBS Marketing Campaign Management data.

The TWBS Marketing Campaign Management application, as part of the installation process, will create the following objects in the SAP database. The following objects are required in order for the application to function.

These queries are automatically installed with the TWBS Marketing Campaign Management application. They can be accessed through the following menu…

Queries include:

• Leads from A Campaign
• Quotes from A Campaign
• Sales Orders from A Campaign
• Sales from A Campaign

This query generates Leads from a Campaign.

SELECT u_cardname, u_intrdate
FROM [@twbs_mk_interest] t0, [@twbs_mk_ocrd]t1 WHERE t0.code = t1.code
AND t0.u_campcode = $[$txt_Cde.1]

This query generates Quotes from a Campaign.

SELECT t2.cardcode, u_cardname, u_intrdate, docdate, doctotal
FROM [@twbs_mk_interest]t0, [@twbs_mk_ocrd]t1, oqut t2
WHERE t0.code = t1.code
AND t0.u_campcode = $[$txt_Cde.1] AND t1.u_cardcode = t2.cardcode

This query generates Sales Orders from a Campaign.

SELECT t2.cardcode, u_cardname, u_intrdate, docdate, doctotal
FROM [@twbs_mk_interest]t0, [@twbs_mk_ocrd]t1, oinv t2
WHERE t0.code = t1.code
AND t0.u_campcode = $[$txt_Cde.1] AND t1.u_cardcode = t2.cardcode

This query generates Sales from a Campaign.

SELECT t2.cardcode, u_cardname, u_intrdate, docdate, doctotal
FROM [@twbs_mk_interest]t0, [@twbs_mk_ocrd]t1, ordr t2
WHERE t0.code = t1.code
AND t0.u_campcode = $[$txt_Cde.1] AND t1.u_cardcode = t2.cardcode

These additional queries can be used for reporting on the TWBS Marketing Campaign Management data. They will also help identify fields that you might want to use in a Crystal Report as well.

• Linking Account Tables
• Basic List of All Marketing Accounts
• Basic List of All Marketing Contacts
• Basic E-Mail List of Marketing Contacts
• Filtered E-Mail List of Marketing Contacts

Child Marketing Account tables; [@twbs_mk_ocpr] [@twbs_mk_crd1], [@twbs_mk_demograf] and [@twbs_mk_interest], are linked to the Marketing Account Master table on the Code column. Following is an example linking Marketing Account Contacts to the Marketing Account Master.

SELECT t0.u_FirstNam, t0.u_LastName, t0.u_E_mailL, t1.CardName
FROM [@twbs_mk_ocpr] t0 (NOLOCK)
INNER JOIN[@twbs_mk_ocrd] ON t0.Code = t1.Code

This query generates a list of all Marketing Accounts

SELECT t0.u_CardCode, t0.u_CardName, t2.u_name, t1.SlpName FROM [dbo].[@twbs_mk_ocrd] t0 (NOLOCK)
INNER JOIN [dbo].[OSLP] t1 (NOLOCK) ON t0.u_SlpCode = t1.SlpCode
LEFT JOIN [dbo].[@twbs_mk_LeadTypes] t2 (NOLOCJK) ON t0.u_CardType = t2.u_Code

This query generates a list of all Marketing Account Contacts.

SELECT t0.u_LastNam, t0.u_FirstNam, t0.u_Position, t0.u_E_MailL, t0.u_Tel1, t1.u_CardName
FROM [dbo].[@twbs_mk_ocpr] t0 (NOLOCK)
INNER JOIN [dbo].[@twbs_mk_ocrd] t1 (NOLOCK) ON t0.code = t1.code

This query generates a list of Marketing Account Contacts that have an e-mail address

SELECT t0.u_FirstNam, t0.u_LastName, t0.u_E_mailL, t1.u_CardName FROM [dbo].[@twbs_mk_ocpr] t0 (NOLOCK)
INNER JOIN [dbo].[@twbs_mk_ocrd] (NOLOCK) ON t0.Code = t1.Code WHERE t0.u_E_mailL IS NOT NULL

This query generates a list of Marketing Account Contacts that have an e-mail address and are flagged as “Solicit” = Yes (example 1). The same query can be used to filter based on “Mail” = Yes (example 2)

SELECT t0.u_FirstNam, t0.u_LastName, t0.u_E_mailL, t1.u_CardName
FROM [dbo].[@twbs_mk_ocpr] t0 (NOLOCK)
INNER JOIN [dbo].[@twbs_mk_ocrd] (NOLOCK) ON t0.Code = t1.Code
WHERE t0.u_E_mailL IS NOT NULL
AND t0.u_solicit = ‘Y’
 
SELECT t0.u_FirstNam, t0.u_LastName, t0.u_E_mailL, t1.u_CardName
FROM [dbo].[@twbs_mk_ocpr] t0 (NOLOCK)
INNER JOIN [dbo].[@twbs_mk_ocrd] (NOLOCK) ON t0.Code = t1.Code
WHERE t0.u_E_mailL IS NOT NULL
AND t0.u_mailOK = ‘Y’

The following section outlines all TWBS Marketing Campaign Management screens and SAP® Business One screens which were modified with custom tabs, user defined fields, or other customized objects.

• Accounts Screen The Account screen is the enter and maintain prospective Business Partner accounts of varying types (ex. Customers, Vendors, etc.) in an environment separate from the SAP® Business Partners Master Data. This provides the flexibility to remove potential customers as needed which is not possible once the Business Partner record has been created in SAP. These accounts allow for the tracking of the potential Business Partners for the purposes of marketing without needlessly adding records to the SAP system that may never be used.
• Campaign Screen The Campaign screen is used to define and manage marketing campaigns.
• Social Media Screen The Social Media screen is used to pre-populate fields for posting messages to social media outlets.
• MCM Search Screen The MCM Search screen is a robust utility screen for searching Marketing Campaign Manager data and saving the search data as a MCM-based query for later use.
• Communication Templates ScreenThe Communication Template screen allows the addition of new communication templates or editing of existing templates.
  • Message Editor Screen
• Document Library Screen The Document Library screen allows the user to add documents to the TWBS Marketing Campaign Management Document Library.
• SAP® User Screen
• SAP® Business Partner Master Data Screen
• SAP® Marketing Document Screen

To access the TWBS Marketing Campaign Management Account screen…

• Click the SAP menu option for Account under the MCM menu.

The function of the Account screen is the enter and maintain prospective Business Partner accounts of varying types (ex. Customers, Vendors, etc.) in an environment separate from the SAP® Business Partners Master Data. This provides the flexibility to remove potential customers as needed which is not possible once the Business Partner record has been created in SAP. These accounts allow for the tracking of the potential Business Partners for the purposes of marketing without needlessly adding records to the SAP system that may never be used.

*= Required Field

To access the TWBS Marketing Campaign Management Campaign screen…

• Click the SAP menu option for Campaign under the MCM menu.
• The Campaign function is the mechanism that is used to define and manage marketing campaigns. The most efficient management of e-mail campaigns is done using Constant Contact (www.constantcontact.com). However, it is possible to execute e-mail campaigns using the TWBS Marketing tool only. In this case e-mail is sent via an SMTP server.

This tab is used to map the fields in your query (Query List) to corresponding field in Constant Contact. This tab is only available when the “Constant Contact” option in the header has been selected. To map fields, please follow these steps…

1. Select (highlight) the desired row on the List Select tab. An error will be raised if you do not select a row before continuing.
2. Select a Constant Contact field from the dropdown list in the Constant Contact Fields column.
3. Select the corresponding field in your query from the dropdown list in the Query Fields column.
4. Continue this process until all Constant Contact fields are mapped.

This tab displays the results of the query associated with a row selected on the List Selection tab.

• Select (highlight) the desired row on the List Select tab. An error will be raised if you do not select a row before continuing.
• Click the List Data tab to view the results of the query.

This tab is used to create your e-mail when you are not using Constant Contact. The tab is available only when the Constant Contact option is not selected.

These tabs display information from Constant Contact about the Campaign identified in the “Campaign Lists” dropdown in the campaign header. This information is retrieved directly from Constant Contact. It is not stored in your local database. This tab is only available when the Constant Contact option is enabled.

This tab displays general information about the Constant Contact campaign.

This tab displays information contacts included in the Constant Contact campaign. Enter a number of contact records to retrieve and click Get Data .

These tabs display information from SAP® Business One that result from the Campaign. There are sub-tabs displaying information for…

• Accounts
• BP
• Sales Opportunities
• Sales Quotes
• Sales Orders
• Sales Invoices

To access the TWBS Marketing Campaign Management Social Media screen…

• Click the SAP menu option for Social Media under the MCM menu.
• The Social Media screen is used to pre-populate fields for posting messages to the following social media outlets:
  • Linked In
  • Twitter
  • Facebook

To access the TWBS Marketing Campaign Management Search screen…

• Click the SAP menu option for MCM Search under the MCM menu.

The MCM Search screen is a robust utility screen for searching Marketing Campaign Manager data and saving the search data as a MCM Search-based query for later use.

• Search ID - An internal unique identification code for the search.
• Name - Description given by the user for the search.
• Screen Type - Associates the search with a specific screen type.
  • Account
  • Business Partner
• All Users checkbox - Allows for the selection of all SAP® user id's.
• User Selection list - Allows for the individual selection of one or multiple SAP® user id's.
• Add button - Saves the search and adds it to the MCM Search Results menu.
• Cancel button - Closes the screen.
• Refresh Menu button - Refreshes the MCM Search Results menu.
• Show Results button - Opens a screen to show the search results.

• Select - Selection to include the field in the marketing search.
• Field - The database field name for General information.
• Description - The database field description followed by the data type in parenthesis.
• Condition - Conditions to be evaluated in the search.
  • Equal - The selected Field equal to the Value 1 value.
  • Not Equal - The selected Field not equal to the Value 1 value.
  • Smaller Than - The selected Field smaller than the Value 1 value.
  • Greater Than - The selected Field greater than the Value 1 value.
  • Greater or Equal - The selected Field greater than or equal to the Value 1 value.
  • Smaller or Equal - The selected Field smaller than or equal to the Value 1 value.
  • Between - The selected Field between the Value 1 and Value 2 values.
• Value 1 - An entered value to be used in the condition evaluation.
• Value 2 - A second entered value to be used in the condition evaluation (if needed).
• Relationship - The authorization code for the existing authorization, if any.
  • And - Indicates combination of multiple field condition evaluations must be satisfied.
  • Or - Indicates separate condition evaluations of multiple fields.

• Select - Selection to include the field in the marketing search.
• Field - The database field name for Contact Person information.
• Description - The database field description followed by the data type in parenthesis.
• Condition - Conditions to be evaluated in the search.
  • Equal - The selected Field equal to the Value 1 value.
  • Not Equal - The selected Field not equal to the Value 1 value.
  • Smaller Than - The selected Field smaller than the Value 1 value.
  • Greater Than - The selected Field greater than the Value 1 value.
  • Greater or Equal - The selected Field greater than or equal to the Value 1 value.
  • Smaller or Equal - The selected Field smaller than or equal to the Value 1 value.
  • Between - The selected Field between the Value 1 and Value 2 values.
• Value 1 - An entered value to be used in the condition evaluation.
• Value 2 - A second entered value to be used in the condition evaluation (if needed).
• Relationship - The authorization code for the existing authorization, if any.
  • And - Indicates combination of multiple field condition evaluations must be satisfied.
  • Or - Indicates separate condition evaluations of multiple fields.

• Select - Selection to include the field in the marketing search.
• Field - The database field name for Address information.
• Description - The database field description followed by the data type in parenthesis.
• Condition - Conditions to be evaluated in the search.
  • Equal - The selected Field equal to the Value 1 value.
  • Not Equal - The selected Field not equal to the Value 1 value.
  • Smaller Than - The selected Field smaller than the Value 1 value.
  • Greater Than - The selected Field greater than the Value 1 value.
  • Greater or Equal - The selected Field greater than or equal to the Value 1 value.
  • Smaller or Equal - The selected Field smaller than or equal to the Value 1 value.
  • Between - The selected Field between the Value 1 and Value 2 values.
• Value 1 - An entered value to be used in the condition evaluation.
• Value 2 - A second entered value to be used in the condition evaluation (if needed).
• Relationship - The authorization code for the existing authorization, if any.
  • And - Indicates combination of multiple field condition evaluations must be satisfied.
  • Or - Indicates separate condition evaluations of multiple fields.

• Select - Selection to include the field in the marketing search.
• Field - The database field name for Related Activities information.
• Description - The database field description followed by the data type in parenthesis.
• Condition - Conditions to be evaluated in the search.
  • Equal - The selected Field equal to the Value 1 value.
  • Not Equal - The selected Field not equal to the Value 1 value.
  • Smaller Than - The selected Field smaller than the Value 1 value.
  • Greater Than - The selected Field greater than the Value 1 value.
  • Greater or Equal - The selected Field greater than or equal to the Value 1 value.
  • Smaller or Equal - The selected Field smaller than or equal to the Value 1 value.
  • Between - The selected Field between the Value 1 and Value 2 values.
• Value 1 - An entered value to be used in the condition evaluation.
• Value 2 - A second entered value to be used in the condition evaluation (if needed).
• Relationship - The authorization code for the existing authorization, if any.
  • And - Indicates combination of multiple field condition evaluations must be satisfied.
  • Or - Indicates separate condition evaluations of multiple fields.

• Select - Selection to include the field in the marketing search.
• Field - The database field name for Interest information.
• Description - The database field description followed by the data type in parenthesis.
• Condition - Conditions to be evaluated in the search.
  • Equal - The selected Field equal to the Value 1 value.
  • Not Equal - The selected Field not equal to the Value 1 value.
  • Smaller Than - The selected Field smaller than the Value 1 value.
  • Greater Than - The selected Field greater than the Value 1 value.
  • Greater or Equal - The selected Field greater than or equal to the Value 1 value.
  • Smaller or Equal - The selected Field smaller than or equal to the Value 1 value.
  • Between - The selected Field between the Value 1 and Value 2 values.
• Value 1 - An entered value to be used in the condition evaluation.
• Value 2 - A second entered value to be used in the condition evaluation (if needed).
• Relationship - The authorization code for the existing authorization, if any.
  • And - Indicates combination of multiple field condition evaluations must be satisfied.
  • Or - Indicates separate condition evaluations of multiple fields.

• Select - Selection to include the field in the marketing search.
• Field - The database field name for Demographics information.
• Description - The database field description followed by the data type in parenthesis.
• Condition - Conditions to be evaluated in the search.
  • Equal - The selected Field equal to the Value 1 value.
  • Not Equal - The selected Field not equal to the Value 1 value.
  • Smaller Than - The selected Field smaller than the Value 1 value.
  • Greater Than - The selected Field greater than the Value 1 value.
  • Greater or Equal - The selected Field greater than or equal to the Value 1 value.
  • Smaller or Equal - The selected Field smaller than or equal to the Value 1 value.
  • Between - The selected Field between the Value 1 and Value 2 values.
• Value 1 - An entered value to be used in the condition evaluation.
• Value 2 - A second entered value to be used in the condition evaluation (if needed).
• Relationship - The authorization code for the existing authorization, if any.
  • And - Indicates combination of multiple field condition evaluations must be satisfied.
  • Or - Indicates separate condition evaluations of multiple fields.

• Field - The database field name of a field selected from one of the other tabs on the search screen.
• Description - The database field description followed by the data type in parenthesis.
• Order - The order in which the field data will be displayed in the search results.

To access the TWBS Marketing Campaign Management Communication Templates screen…

• Click the SAP menu option for Account under the MCM menu.
• The Communication Template Setup screen will load. This screen will allow the user to add new templates or update existing templates, adding documents to the template from the Document Library. These templates can be attached to SAP® Business One screens and can be accessed through these screens to be used for either email or print purposes.

To access the TWBS Marketing Campaign Management Message Editor screen…

• Click the Message Editor button on the Communications Template screen.
  
• Query Type - Selection of the Query type to be used in the message editor.
• B1 Based Query - An SAP® Business One query.
• MCM Search Query - A stored Marketing Campaign Manager Search query.
• Search Name - The name of the stored Marketing Campaign Manager Search query.
• Query Category - The category queries in SAP® Business One.
• B1 Based Query - List of the SAP® Business One queries available in the selected Query Category.
• Query Fields drop down - Lists the available fields of the selected query.

To access the TWBS Marketing Campaign Management Document Library screen…

• Click the SAP menu option for Document Library under the MCM menu.
• The Document Library screen will load. This screen will allow the user to add documents to the TWBS Marketing Campaign Management Document Library. Once a document has been added to the library, the document can be added to a Communication Template.

To access the SAP® Business One Users Setup screen and set specific Marketing configuration options by user…

• Click the SAP menu option for Users under the Administration → Setup → General menu.
• Four user-defined fields have been added to this screen.
  

This option determines what happens in the Marketing Accounts form when a new record is added.

• OK - Automatically re-display the Account record when it is added.
• ADD - Clear the form data and change the form to Add mode.
• FIND - Clear the form data and change the form to Find mode.

This option determines if the Marketing Accounts form opens in Add or Find mode.

• ADD - Open the form in Add mode.
• FIND - Open the form in Find mode.

This option determines what happens when the Related Activities tab in the Marketing Accounts form is selected. The options available are “Display All” or “Only Open.” The option can then be changed on the tab itself as needed.

• Only Open Activities - Displays only open status related activities.
• Display All - Displays all related activities regardless of status.

This option determines if the Communication Template and Document Library options are available to the user.

• Yes - Allows access to the Communication Template and Document Library options.
• No - Does not allow access to the Communication Template and Document Library options.

To access the SAP® Business One Business Partners Master Data screen…

• Click the SAP menu option for Business Partner Master Data under the Business Partner menu.
• A custom Interest tab has been added to this screen.

To access the SAP® Business One marketing document screens…

• Click the SAP menu option for one of the documents under the Sales - A/R menu.
  • Sales Quotation
  • Sales Order
  • Delivery
  • A/R Invoice
• The Campaign Code UDF has been added to the marketing document forms.

The following section outlines different real-world application scenarios utilizing the TWBS Marketing Campaign Management application.

• Click the SAP menu option for Configuration under the Administration > Setup > TWBS MCM menus.
  
• The configuration screen will load.
• Click on the Constant Contact Login tab.
  
• Enter the User Name for your Constant Contact credentials.
• Click the Obtain Constant Contact Login Token button.

• You will be prompted with a reminder to click the Update button after successful Constant Contact authorization.
• Click the OK button.
• A log in screen for Constant Contact will load.
• Enter your Constant Contact account user name and password in the appropriate fields.
• Click the Log In button.
  
• You will then be prompted if you want to allow the TWBS MCM application to access your Constant Contact account and be able to update infromation. Click the Allow button.
• If the token has been successfully received, the Constant Contact window will close and you will receive a successful message on the SAP status bar.
• Click the Update button to save configuration options.
  
• Once the Constant Contact credentials have been obtained and saved, the Delete List tab will appear on the Configuration screen and allow you access to your Constant Contact lists to remove ones you wish to delete.

• Click the SAP menu option for Configuration under the Administration → Setup → MCM menus
  
• The configuration screen will load.
• If the Delete List tab, is not visible, you will need to log in to Constant Contact to obtain a credential token. Please refer to the How to Setup your Constant Contact Credentials page of the User Guide.
  
• Select the Contact List from the dropdown that you wish to delete.
• Click the Delete button.
  
• Click the Yes button on the confirmation messagebox.
• The Contact List dropdown will refresh and your selected Contact List will have been removed.

• Click the SAP menu option for Account under the Marketing menu.
• Click the SAP Add button to place the Account form into Add mode.
• Enter the Account information. For specific information regarding the form fields, please refer to the **Accounts Screen** section of the User Guide.
  
• Click the Add button.

• Click the SAP menu option for Account under the Marketing menu.
• Load an existing Account onto the screen.
• Update any information that needs to be altered. Changing the existing values will put the form into Update mode.
  
• Click the Update button.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to remove.
• Access the Right-Click menu for the Account screen.
  
• Select the option for Remove.
• You will be prompted for confirmation that you wish to remove the current Account.
  

  Once an Account is removed from the system, it cannot be recovered.

• Select the OK button to confirm and remove the Account.

• Click the SAP menu option for Data Import Wizard under the Administration > Data Import/Export > MCM menu.
• The TWBS Marketing Data Import Wizard will appear minimized on your task bar.
  
• Click the Next button to proceed.

In this step you will define the type and location of your input data file.

• Select the table corresponding to the data you want to import.
  • TWBS_MK_OCRD: Marketing Account Master
  • TWBS_MK_OCPR: Marketing Account Contacts
  • TWBS_MK_CRD1: Marketing Account Addresses
    

    Remember that the Marketing Account records must be imported before importing Contacts and Addresses.

  • Click the radio button for “Tab File” or “Excel File” to indicate what type of import source file you will be using.
  • Click on the … button to browse for your file.
  • When you select your file the contents are displayed in the grid. This will give you the chance to review the data in the file.

At the bottom of the screen are found the “Deduping” options. “Deduping” describes how you want the import process to handle situations where a duplicate record is found. The way you approach this may be different for each type of import data.

Select the field from the dropdown list that you want to test for an existing record. The fields presented in the list are the fields you have included in your import file.

• For Master records the most common test field is the Account Code
• For Contact records the most common test fields might be name, e-mail address or telephone number
• For Address records the most common test fields might be name, zip code or city.

Select the desired action to be taken when a duplicate is found. Use “Update existing record with file details” if you are deliberately intending to update existing records. Use “Skip record if duplicate is found” if you are loading a new set of lead information and you don’t want to duplicate a record that already exists.

• Click the Next button to proceed.

In the next step you will tell the application how the fields in your import file relate to the fields in the database.

• The columns in your import file are listed in the left-hand grid. The database columns are listed in the right-hand grid.
• Select (click on) a field in the left-hand grid, select (click on) its corresponding field in the right-hand grid, and click Connect. The mapped data pair is moved to the lower section of the screen. This lower section shows all fields that have been mapped for this type of import. Continue this process until all fields in your import file that you wish to import have been mapped. Note that an indicator (a small “x”) is shown next to each field that has been mapped.
• If you determine that a field pair is mapped incorrectly, select the pair in the lower section of the screen and click Disconnect. This will clear the mapping relationship of the two fields.
• When you have completed the mapping process click Save Mapping to save the mapping information for the actual processing step.
• The Finish button is displayed after the mapping file has been saved.

Click Finish to execute the actual import process. A message box is displayed when the import process is complete. Click OK to close the message box.

When the import process is complete you can click Cancel to exit the import function or click Back to move to previous steps.

The TWBS Marketing Campaign Management application provides a tool to import Marketing Accounts from an external text (tab delimited) or Excel file. In version 1 of the tool it is necessary to import this information in three separate cycles. Information that can be imported includes Master information, Contact information and Address information.

This utility can be used to both import new records and update existing records, subject to some limitations. A description of how the update process can be used is found in the “Execute the Import Process” that follows.

The import file can be either at tab delimited text file or a standard Excel workbook. If you use an Excel workbook only the first worksheet can be used for import data. The following tables describe the information for each data set (master, contact and address).
The first row of the import file should contain the column name. The information in this row is presented in the import mapping process to allow you to “connect” data in your file to the appropriate field in the Marketing database.
It is not necessary to have data for all columns listed in the tables. Your file can consist of columns for only the data you are going to import. So your file may only have five or six columns.

The following table identifies the data that can be imported for a Marketing Account Master record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the **Marketing Campaign Manager Screens** sections of this User Guide.

The following table identifies the data that can be imported for a Marketing Account Contacts record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the previous sections of this document.

The following table identifies the data that can be imported for a Marketing Account Address record. Any User Defined Fields you may have created will also be displayed in the interface so that you can import custom information as well. A more complete description of how the various fields are used is found in the previous sections of this document.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to add a contact person to.
• Click the Contact Person tab.
• Click the Define New option in the left list.

• If there are no Contact Person entries for the Account, the Define New will already be defaulted for the Account.

  
  

• Enter the information for the Contact Person that you wish to add to the Account.
• Click the Update button.
  
• The Name of your new Contact Person will now be displayed in the left list. Clicking on the Name will load the data for the Contact Person in the right matrix and allow that data to be edited and updated.

• Load the existing Account onto the screen that you wish to remove a contact person from.
• Click the Contact Person tab.
• Access the Right-Click menu for the left list of Contact Person names.
  
• Click the Delete Row menu option.
• The Contact Person will be removed from the Account.

• There is no confirmation before the Contact Person is removed from the Account.

• Click the SAP menu option for Account under the Marketing menu.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to add an Address to.
• Click the Address tab.
• Click the Define New option in the left list for either a Bill To or Ship To Address.
  

  If there are no Address entries for the Account, the Define New will already be defaulted for the Bill To Address.

  
  

• Enter the information for the Address that you wish to add to the Account.
• Click the Update button.
• The Address Name of your new Address will now be displayed in the left list. Clicking on the Address Name will load the data for the Address in the right matrix and allow that data to be edited and updated.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to remove an Address from.
• Click the Address tab.
• Access the Right-Click menu for the left list of Address names you want to remove the Address for. \\
• Click the Delete Row menu option.
• The Address Name will be removed from the Account.
  

  There is no confirmation before the Address is removed from the Account.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to copy an Address for.
• Click the Address tab.
• Click on the Address Name on the left list for the Bill To Address that you wish to copy to a Ship To Address.
• Check the box marked Copy Bill To - Ship To.
  
• Click the Update button.
  
• The Address Name from the Bill To Address copied will now also show under the Ship To Address list.

• Click the SAP menu option for Account under the Marketing menu.
  
• Load the existing Account onto the screen that you wish to add an Interest to.
• Click the Interest tab.
• Enter the information for the new Interest line.
  
• Click the Update button.
• The Interest will be added to the Account.

• Click the SAP menu option for Account under the Marketing menu.
  
• Load the existing Account onto the screen that you wish to remove an Interest from.
• Click the Interest tab.
• Access the Right-Click menu for the Interest entry you want to remove.
  
• Click the Remove Row menu option.
• The Interest will be removed from the Account.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to convert to an SAP® Business One Business Partner.
  
• Click the Convert to BP button.
  
• The user will be prompted to select the Customer Type and Card Code for the Business Partner to be created.
  

  Previous versions of TWBS Marketing Campaign Management only allowed for the creation of a Customer type BP from an Account. With Version 1.2, there are now more options for card type including Vendor.

• Click the Convert button.
  

  The Business Partner code must be a unique value that doesn't already exist in the system.

• To confirm that the Business Partner was create, click the SAP menu option for Business Partner Master Data under the Business Partner menu.
• Click the SAP Find button.
• Search for the Business Partner Code specified during the conversion.
  
  

  You will most likely need to provide additional information on the newly created Business Partner after the conversion process. Review the new record to be sure that all necessary information is provided.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to link to an existing SAP® Business One Business Partner.
  
• Click the Convert to BP button.
  
• Select the Link to Existing BP option
• Designate the SAP Business Partner to link the Account to by entering the BP Code or by selecting the BP from the Choose From List option.
  

  The Business Partner code must be a unique value that already exists in the system.

• The BP Code field on the Account screen will be updated for the Account with the SAP Business Partner that you chose to link the Account to.

• Click the SAP menu option for Account under the Marketing menu.
• Load the existing Account onto the screen that you wish to create an Activity for.
  
• Click the Activity button.
  
• An SAP Activity screen will load and the information for the Account will be pre-populated.
• Complete the Activity and add it to the SAP® Business One system.
  

  An Activity for a Marketing Account must have the “Personal” checkbox selected. This is done automatically and should not be changed. Otherwise the system will require you to enter a valid Business Partner code, which will typically not yet exist.

To access the TWBS Marketing Campaign Management Document Library screen…

• Click the SAP menu option for Document Library under the Marketing menu.
• The Document Library screen will load.
• Click the Browse button.
• Locate the file to be added to the Document Library and select the file.
• Enter the Document Name and Doc Description fields.
  
• Click the Add button.

To access the TWBS Marketing Campaign Management Document Library screen…

• Click the SAP menu option for Document Library under the Marketing menu.
• The Document Library screen will load.
• Access the Right-Click menu for the Document you want to remove.
  
• Select the Remove Row menu option.
• The user will be prompted for confirmation to remove the selected Document.
  
• Click the Yes button.
  

  To remove all documents from the Document Library at one time, refer to the **Deleting Document Library Files** section of the User Guide.

To access the TWBS Marketing Campaign Management Document Library screen…

• Click the SAP menu option for Document Library under the Marketing menu.
• The Document Library screen will load.
  
• To review which Communication Templates a specific document has been associated with, highlight the row of the document in question on the General tab.
• Click on the Related Documents tab. A list of Templates and the SAP® Business One screen that the Template is associated with will be displayed.
  
• To review which Communication Templates a specific document has been associated with, highlight the row of the document in question on the General tab.
• Click on the Document Group View tab. A list of Groups that the document is associated with will be displayed.
  

To access the TWBS Marketing Campaign Management Communication Template Setup screen…

• Click the SAP menu option for Communication Templates under the Marketing menu.
• The Communication Template Setup screen will load.
• Click the SAP Add button to place the form into Add mode.
  
• Enter a Template Name
• Select the SAP® Business One screen that you want to link the Communications Template to.
• Select the Template Type, either Email or Print.
• Select the Printer.
• Select any Documents from the Document Library that you want added to the Communications Template
  

To access the TWBS Marketing Campaign Management Communication Template Setup screen…

• Click the SAP menu option for Communication Templates under the Marketing menu.
• The Communication Template Setup screen will load.
• Load the Communication Template that you want to edit the message for.
  
• Click the Message Editor button.
  
• Edit the Subject and/or Message Content. You can also specify a query from which you can insert fields into the message body.
• Click the Save button.

To access an Email Communication Template…

• Determine the SAP® Business One screen that the Communication Template you with to use is linked to.
• Launch the screen the Communication Template is linked to.
• Access the Right-Click menu for screen.
• Hover over the Communication Template menu to get a list of the specific Communication Templates linked to the screen.
• Select the Email type Communication Template you want to access.
  
• The TWBS Email Tool will launch. The information from the Message Editor for the Communication Template will pre-load to the message body. Any documents in the Template will be attached.
  

  If the Activity checkbox of the Communication Template was selected, the Create Activity checkbox on the Email Tool window will be defaulted.

  
  

• Complete any message text, Email addressing, receipts, formatting, etc.
• Click the Send button.

To access a Print Communication Template…

• Determine the SAP® Business One screen that the Communication Template you with to use is linked to.
• Launch the screen the Communication Template is linked to.
• Access the Right-Click menu for screen.
• Hover over the Communication Template menu to get a list of the specific Communication Templates linked to the screen.
• Select the Print type Communication Template you want to access.
  
• The Communication Template Execution screen will launch. The information from the Message Editor for the Communication Template will pre-load to the message body. Any documents in the Template will cause the Print with Supporting Documents option to be selected.
  
• Complete any message text, formatting, etc.
• Click the Print button.

• Click the SAP menu option for Campaign under the Marketing menu.
• Click the SAP Add button to place the Campaign form into Add mode.
• Enter the Marketing Campaign information. For specific information regarding the form fields, please refer to the Campaign Screen section of the User Guide.
  
• Click the Add button.

• Click the SAP menu option for Campaign under the Marketing menu.
• Load an existing Campaign onto the screen.
• Update any information that needs to be altered. Changing the existing values will put the form into Update mode.
  
• Click the Update button.

• Click the SAP menu option for Campaign under the Marketing menu.
• Load the existing Campaign onto the screen that you wish to remove.
• Access the Right-Click menu for the Campaign screen.
  
• Select the option for Remove.
  
• You will be prompted for confirmation that you wish to remove the current Account.
  

  Once a Campaign is removed from the system, it cannot be recovered.

• Select the OK button to confirm and remove the Campaign.

• Click the SAP menu option for Social Media under the MCM menu to launch the **Social Media** screen.
  

  Access to the Social Media screen is controlled through the Social Media User user defined field on the Users screen in SAP® Business One.

  Use of the screen will generate an Activity in SAP® Business One with an Activity Type of Social Media to allow for later tracking and analysis.

  

• Enter a title for the message in the Message Name field and the content of your message into the Messages field.
• Enter the website URL (if applicable) in the URL field and the via website URL (if applicable) in the Via URL field.
  
• Click the button for the appropriate social media site to post the message to
  • Linked In -
  • Twitter -
  • Facebook -

• Clicking one of the social media outlet buttons will launch a browser window for the appropriate site and pre-populate the fields with the information from the Social Media screen.

The Linked In website will open and require you to enter your account credentials to continue the message posting process.

The Twitter website will open and require you to enter your account credentials to continue the message posting process.

The Facebook website will open and require you to enter your account credentials to continue the message posting process.

• Click the SAP menu option for Activity under the Business Partners menu to launch the Activity screen.
• Load the last Activity added to the system to the screen.
  
• The Type value is set to social media and the Remarks field is set to the value of the Message Name field from the **Social Media** screen.
  
• The Content value is set to the value of the Messages field from the **Social Media** screen.

• On the **Campaign** screen, with your Campaign loaded, click the Post to Social Media button.
  
• The Message Name value is set to the value of the Campaign Name field from the **Campaign** screen.
• The Messages value is set to the value of the Campaign Description field from the **Campaign** screen.

  Access to the Social Media screen is controlled through the Social Media User user defined field on the Users screen in SAP® Business One.

  Use of the screen will generate an Activity in SAP® Business One with an Activity Type of Social Media to allow for later tracking and analysis.

  

• Edit the title for the message in the Message Name field and the content of your message into the Messages field, if needed.
• Enter the website URL (if applicable) in the URL field and the via website URL (if applicable) in the Via URL field.
• Click the button for the appropriate social media site to post the message to
  • Linked In -
  • Twitter -
  • Facebook -

• Clicking one of the social media outlet buttons will launch a browser window for the appropriate site and pre-populate the fields with the information from the Social Media screen.

The Linked In website will open and require you to enter your account credentials to continue the message posting process.

The Twitter website will open and require you to enter your account credentials to continue the message posting process.

The Facebook website will open and require you to enter your account credentials to continue the message posting process.

• Click the SAP menu option for Activity under the Business Partners menu to launch the Activity screen.
• Load the last Activity added to the system to the screen.
  
• The Type value is set to social media and the Remarks field is set to the value of the Message Name field from the **Social Media** screen.
  
• The Content value is set to the value of the Messages field from the **Social Media** screen.

• Click the SAP menu option for MCM Search under the MCM menu to launch the **Marketing Campaign Manager Search** screen.
  
• Enter a description for the search in the Name field.
• Select a type for the search from the Screen Type drop down.
• Select the users for the search permissions.
• Browse the Marketing Campaign data tabs (General, Contact Person, Address, Related Activities, Interest, and Demographics) and select the fields to be included in the search. Conditions and relationships can be set for the fields according to the desired results.
• To alter the display orders of the fields included in the MCM Search, click on the Display Order tab. Change the values of the Order column next to the field name to reflect the desired order of fields in the search results.

• Click the Show Results button to open a screen to show the search results.
  

• Click the Add button to save the MCM Search Query. The internal reference Search ID will be assigned automatically.
  
• Click the Refresh Menu button to reload the MCM menu in SAP® Business One.
  
• The new menu option for the MCM Search Query is listed under the chosen Screen Type menu group under the MCM → MCM Search Results menu.