SAP Marketing Cloud What s New in the 1902 Release

Transcription

1 SAP Marketing Cloud What s New in the 1902 Release February 2019

2 What s New in 1902 Copyright Follow all of SAP SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See for additional trademark information and notices.

3 What s New in 1902 DYNAMIC CUSTOMER PROFILING Dynamic Customer Profiling Agreements Predictive Studio LEAD AND ACCOUNT-BASED MARKETING Lead Nurturing Lead and Account-Based Marketing MARKETING PLANNING & PERFORMANCE Marketing Planning COMMERCE MARKETING Offer Management and Couponing Recommendation MARKETING ANALYTICS Marketing Analytics SEGMENTS, CAMPAIGNS, AND JOURNEYS Marketing Analytics Campaign Automation Target Groups Content Studio Landing Pages Content Studio Messages and Templates GENERAL Configuration Survey Integration Public APIs Integration Scenarios 3

4 BACK What s New in Dynamic Customer Profiling 1902

5 What s new in Q1/2019 in a nutshell? Business scenario Consumer and Customer Profiling is renamed to Dynamic Customer Profiling New application Browse Contact Data Enhanced applications Contacts Data Load Monitor Browse Contact Origin Data Browse Interaction Data New public API service for Import Monitoring API_MKT_IMPORT_MONITORING Documented in the Integration Guide at New Deep Insert capabilities for the interaction API service to further improve data load performance 5

6 What s New for Data Stewards: New Application - Browse Contact Data High Level User Story Analyze and report on Interaction Contacts available in the marketing system. Monitor the number of Interaction Contacts which have various status flags. Increment in 1902 Application is available on the launchpad in Data Stewardship section Important metrics available as KPIs Export table data to spreadsheet Support for extension fields. Benefits to Customer and Next Steps Complete overview of Interaction Contacts in the system Identify and resolve data related issues Maintain system and data health by monitoring key metrics 6

7 Enhanced Applications Contacts New quick info panel at the top of the UI Data Load Monitor Restart and Discard imports based on filters Export table data to spreadsheet Message type by Date card available on Data Stewardship OVP (Cloud Only) Browse Contact Origin Data Export table data to spreadsheet Custom extension fields can be used Browse Interaction Data Export table data to spreadsheet Custom extension fields can be used 7

8 What s New in Agreements 1902 BACK

9 Agreements in B2B Marketing Segmentation on Agreements with Reference to Accounts Purpose Marketers want to use Agreements for Segmentation on Accounts or Contacts to target campaigns in B2B Marketing Capabilities Attribute Groups Agreements and Agreement Terms for Segmentation Object All Accounts to identify Interaction Contacts of type Account Attribute Groups Contact Agreements and Contact Agreement Terms for Segmentation Object All Accounts to identify accounts with related contacts and assigned agreements Additional Attribute Group Account Agreements and Account Agreement Terms for Segmentation Object All Contacts to identify contacts with related accounts and assigned agreements 9

10 Agreements and Locations, Payment and Correspondence Medium Association to Locations, New Attributes for Payment Method and Correspondence Medium Purpose 1. Marketers want to run campaigns for customers, who have contracts for their premises in a certain geospatial area. 2. They also want to identify customers who are not yet on paperless billing or don t apply direct debit. Capabilities Customer will use the marketing location to model the premises of their customers Standard has ability to assign agreements to a location, allowing the API to pass on an association to a location Segmentation content supports use cases that identify customers with contracts for a given geospatial area of locations Analytics for agreements allows drill down to location Two more attributes for correspondence medium and the payment method are available on agreement terms 10

11 What s new in Predictive Studio 1902 BACK

12 New features in Predictive Studio Predictive Scenario & Score API: Externally calculated score values with any numeric values can be uploaded (in 1811 or earlier only propensity scores with range 0 to 1 could be uploaded) 12

13 Predictive Scenario External Score with any numerical values are supported 13

14 BACK What s New in Offer Management and Couponing 1902

15 What s New in 1902! Offer App Analyze Offers Offer Import Service Enhancements Import of different validity ranges Response with Offer Content UUID Information Coupon Enhancement Delay attribute for coupon code validity period calculation 15

16 Offer App Analyze Offers Analyze Offers You can now analyze your offers in SAP Analytics Cloud by choosing the analyze button. To analyze the performance of all your offers, select Analyze on the offer list page to view Offer analytics stories in SAP Analytics Cloud. You can only view stories that you are authorized for. For more information, see Analyzing Offers. 16

17 What s New in 1902! Offer App Analyze Offers Offer Import Service Enhancements Import of different validity ranges Response with Offer Content UUID Information Coupon Enhancement Delay attribute for coupon code validity period calculation 17

18 Offer OData Import Service Validity Periods With release 1902, the Offer Import OData Service CUAN_OFFER_IMPORT_SRV supports the possibility to import different Offer Validity Periods. Offer Date Rules OfferDateRulesType OfferIdExt - External Offer ID OfferIdOrigin - Internal Offer ID OfferDateRule - Sequential Rule number OfferDateRuleType - Type of the Period Visible or Valid or Visible and Valid OfferDateRuleStartDateTime - Rule Start Date OfferDateRuleEndDateTime - Rule End Date OData Get more API details in SAP API Hub for Marketing Offer Import Mechanism: With the new entity it is possible to create many periods for an offer by means of a date rule. The rule creates internally the offer period. Each period is defined by a rule type - Visible - Valid - Visible and Valid The visible period is for the offer distribution and the valid period can be used for Coupon code validity calculation, coupon validation and redemption. This allows you to promote an offer before you can use the coupon. 18

19 Offer OData Import Service Response Enhancement With release 1811 we enhanced the offer import service with an offer content entity. This allows to provide a complete E2E integration without any manual steps in SAP Marketing. To improve the import process, in 1902 we enhanced the Import Service response with Offer Content information so that the importer gets the created content, esp. Marketing Offer Content UUID immediately and doesn't need to call with a second request (GET) to get the content information via Offer Read API. OData Get more API details in SAP API Hub for Marketing Offer Import 19

20 What s New in 1902! Offer App Analyze Offers Offer Import Service Enhancements Import of different validity ranges Response with Offer Content UUID Information Coupon Enhancement Delay attribute for coupon code validity period calculation 20

21 Coupon Enhancement Delay Period Coupon Code Delay Period Delay Period in Days Defines how much time must pass before the code becomes valid. After the code has been distributed, the Code Validity Period is delayed by a specified period of time. The code will only become valid after the Delay Period has passed. For example, a coupon received in a store at checkout can only be redeemed starting the following day. If you have selected No Contact Assigned as the Relationship Type and Single Coupon Code as the Coupon Type, the value in this field is 0 and cannot be modified. This means that the Code Validity Period cannot be delayed 21

22 What s New in Recommendation 1902 BACK

23 Recommendation Caching Service on SCP Same SAP Data Center Consumer Scenario URL]/api /API_MKT_RECOMMENDATION_SRV/getRecommendations?... Cloud Platform Recommendation Cache The public API_MKT_RECOMMENDATION_SRV OData API enables external applications to obtain product or offer recommendations from the SAP Marketing Cloud using the SAP Cloud Platform. This new service caches recommendations on SCP when requested for the first time, which will be read for subsequent requests for similar users. Customers can benefit from the following when consuming recommendation using this new service: Ensure that recommendations are provided to consumers across channels within a guaranteed response time. Provide consumers with a best or close to best recommendation when having to meet a guaranteed response time or when SAP Marketing Cloud is not available. Reduce the load on SAP Marketing Cloud so that more resources can be used by other marketing activities, e.g. campaign execution. Marketing Cloud Recommendation 23

24 BACK What s new in Campaign Automation 1902

25 Campaign Execution: Complaint Handling High Level User Story Customers need a function to avoid sending s to any recipients who have classified specific campaign s as spam. 1 2 Move Campaign to spam folder Complaint information is stored in the system and visible to end user. 3 Depending on the campaign scenario, a complaint will result in a marketing permission optout or marketing subscription opt-out 1902 Increments 1. Contact classifies campaign as spam 2. service provider sends complaint information to Marketing Cloud. Complaint information is stored in the system and visible for the marketer. 3. Depending on the campaign scenario, a complaint will result into Permission Opt-out for standard campaign Subscription Opt-out for subscription-based campaigns (Newsletter) Customer Benefits Contacts who have marked a campaign as spam will not be contacted anymore. 25

26 Campaign Execution Blacklist High Level User Story Customers need a function to restrict and text message communication for specific addresses, domains and mobile phone numbers. Marketers need to ensure that campaign messages are not sent to competitors or not sent to domains with high bounce rates Increments Blacklist UI Ensure no mismatch between blacklist and whitelist entries Incorporate blacklist check into campaign execution and test send. Import functionality for mass upload Customer Benefits Customer can exclude addresses, domains and phone numbers from campaign execution 26

27 Campaign Execution: Multiple Service Provider Instances 1 Create multiple instances for communication scenario High Level User Story Some customers with big organizations or who provide services for other customer need to have separation of communication costs for different organizations or customers. Enable customers to use multiple accounts for same or sms service provider. Communication cost can be separated by account. 3 Maintain Provider, Sender Profile and Path for service provider 1902 Increments 1 Allow multiple instances of Communication Arrangements for 2 and SMS Add provider ID, sender profile ID and path for service provider to 3 communication arrangement Internal BAdI will generate provider and sender profile. Customer Benefits Flexibility with more ESP Accounts Visibility of communication cost and distribution possible 3 Generate Sender Profile 27

28 Send s: Schedule an Campaign, but Deliver the s Later High Level User Story Marketer wants to ensure that s are delivered at a specific time. In case of huge campaigns it may happen that delivery is spread over several hours. In case of planned system downtime of SAP Marketing Cloud system, the campaign execution can be triggered before system downtime and s may be delivered even during system downtime Increments 1. Marketer maintains additional delivery options with delivery time for a campaign. This is different from scheduling/execution time Customer Benefits Dedicated delivery time for campaign s irrespective of target group size or planned system downtime. 28

29 Improved Campaign Design time 1 The new improved campaign Overview page with relevant KPIs overview. High Level User Story As a marketer I want to have an enhanced end-to-end user experience that includes consistency, availability of relevant information and better campaign design experience Increments 1. An improved campaign Overview page with relevant KPIs available. 2. A new 'Content' tab as one place to have all the content used in the campaigns. 3. Create new content from campaigns or add existing content to the campaigns. 4. Work with unreleased content and an inplace release of content from campaign itself 5. Have A/B test periods in Hours as well. Customer Benefits A much-improved end-to-end UI experience and flexibility. 29

30 Improved Campaign Design time 2/3 Option to create new content from campaign or add existing content (released or unreleased) to campaign High Level User Story As a marketer I want to have an enhanced end-to-end user experience that includes consistency, availability of relevant information and better campaign design experience. 4 Work with unreleased content. Release content from campaign 1902 Increments 1. An improved campaign Overview page with relevant KPIs available. 2. A new 'Content' tab as one place to have all the content used in the campaigns. 5 A/B test period in Hours available. 3. Create new content from campaigns or add existing content to the campaigns. 4. Work with unreleased content and an inplace release of content from campaign itself 5. Have A/B test periods in Hours as well. Customer Benefits A much-improved end-to-end UI experience and flexibility. 30

31 What s New in Target Groups 1902 BACK

32 New Fiori Design for Target Group Details High Level User Story The user wants a consistent modern user interface. Increments 1902 Re-implemented target group details as a Fiori application Enhanced segmentation history Enhanced joiners and leavers section (former snapshot analysis section) User benefits Modern design Improved performance Enhanced functionality Better user experience 32

33 BACK What s New in Content Studio - Landing Pages 1902

34 Representation of External Landing Pages 1 High Level User Story Landing pages created in external tools can be brought into the SAP Marketing Cloud system using API and can be accessed in the Content Studio. Information on the settings of the external landing page is available, but design information is not saved in the SAP Marketing Cloud system. 3 Features 1 The source of an external landing page can be displayed in the Content Studio overview 2 The published URL is available 3 Tags can be added 4 The landing page URL can be added as a link in s 2 34

35 Insertion of Landing Pages into s High Level User Story Enable comfortable insertion of links into landing pages in the editor including a value help for landing pages. 1 2 Features 1 A new link type 'Landing Page Link' can be inserted into the body 2 A value help is provided to allow you to search for and select published landing pages that contain a URL 3 To enable prefill of a landing page, the Outbound ID can be appended to the landing page link 4 The landing page URL is only retrieved during the runtime. This ensures flexibility in changing the URL after releasing the . Benefits for the Customer Landing page integration into the content editor 35

36 BACK What s New in Messages and Templates 1902

37 Links to Landing Pages High Level User Story Easy-to-use integration of landing page links into marketing s. Increment 1902 Simple insertion of links to landing pages including a value help for landing pages. Customer Benefits Landing Page Integration into Editor Handling of External Landing Pages in SAP Marketing Cloud 37

38 Used In, Edit Released Messages Used In : High Level User Story As a marketer I want to see the list of campaigns that use the current content (either referenced as asset or referenced somewhere in the automation flow) 1902 Increments In the Messages app there is a new tab Used In that shows the campaigns sending out the current marketing message. See the related marketing campaigns with their status. Customer Benefits User can easily navigate from the marketing message to the related marketing campaigns. Edit Released Messages : High Level User Story As a marketer I want to be able to correct the content of a marketing message. Revert the message status back to In Preparation as long as the message wasn t send out Increments In the messages app there is a new button Cancel Release which allows the user to revert the message status back to In Preparation as long as the marketing message hasn t been sent out (via campaign or confirmation trigger). If a related marketing campaign is already scheduled, the user has to pause or stop the campaign. Customer Benefits The user doesn t need to duplicate the message to correct the content. 38

39 Simple Content Repository / Simple Image Upload High Level User Story Images from local devices can now be easily integrated into SAP marketing messages. can be used for the message text can be used for conditions Increments 1902 SAP Marketing Cloud comes with an outof-the-box integration to a marketing image repository. Marketing images can be uploaded to this repository. For usage on productive SAP Marketing Cloud systems, a customer-owned CDN has to be specified. The storage capacity of the repository is limited to 100GB. Customer Benefits Customers can easily integrate images into SAP marketing messages. 39

40 Improved Image Search High Level User Story As a marketer I want to use a state-of-the-art image search for the connected DAM system Increments Image search provides an improved search result representation. Customer Benefits Improved search result representation helps to more easily find the best image for the marketing content. 40

41 Personalization Attributes for Current Campaign can be used for the message text High Level User Story When a marketing message is sent out via campaign execution, the information about this campaign shall be usable for message personalization. can be used for conditions Increments 1902 The campaign attributes can be used in the message text personalization and for the message block conditions. Customer Benefits Customers have even more possibilities to personalize and adapt marketing messages. 41

42 Value Helps for Personalization Attributes High Level User Story To use personalization attributes in content block conditions, it's helpful to have value help for the condition attributes. Increments 1902 Now the personalization attributes provide value help when used for conditions or in test send. Customer Benefits Users can easily set conditions for the content blocks of marketing messages. 42

43 Further Enhancements Enhanced Content Studio Previews: Subject line is shown for s Marketing Messages API improved: Message content can be updated now ( simple use case, not for all languages, not for confirmations, not for reusable blocks ) Reusable Block Previews: see the design before dragging it into the message 43

44 What s New in Survey Integration 1902 BACK

45 New Features in Survey Integration An iflow for Survey Integration is now available from 1902 release on SAP API Business Hub. This iflow eases the process of uploading thirdparty survey data from any Survey Vendor into SAP Marketing Cloud. The iflow also provides data buffer functionality to ensure that data is safe in case of unexpected system downtime. 45

46 What s new in Lead Nurturing 1902 BACK

47 Viewing total number of contacts, joiners and leavers in a stage View total number of contacts in the target group, number of joiners, and number of leavers in every stage of a lead nurture stream, within the canvas. 47

48 Defining a Wait Period for Campaigns Enter a Wait Period in days, which indicates the time interval after which the campaign should be sent. 48

49 Copy Lead Nurture Stream You can copy the structure of an existing lead nurture stream to create another stream. By default, the start date is set as the current date. You can modify it based on your requirement. Note that LNS campaigns are not copied. 49

50 Discard Lead Nurture Stream Discard lead nurture streams that have "In Preparation" status. Modifications to a discarded lead nurture stream are not allowed. However, you can copy its structure. While discarding, you have the option to unassign campaigns or discard campaigns. You can unassign campaigns so that you can reuse the campaign for another nurture stream. 50

51 Delete Lead Nurture Streams As a Marketing Administrator, run this application job to flag lead nurture streams for deletion. As a Marketing Administrator, run this application job to delete flagged lead nurture streams. 51

52 BACK What s New in Lead and Account-Based Marketing 1902

53 Spotlighting Accounts enhancements The app Spotlighting Accounts - introduced in has been enhanced to better fulfill the need of marketers applying ABM. - Markets as new column on Spotlighting Accounts List, can be used as well as additional dimension for the charts on top of the table. - Create target groups for selected contacts in Contacts section - Display contact engagement score in Contacts section - Display Account Engagement score on Account Profile fact sheet header - Display top interests for the contacts of the account on the Account Profile fact sheet header - Permission Marketing section now displays permissions and subscriptions for assigned contacts as well 53

54 SAP Analytics Cloud for Leads and Accounts Renovated Story Lead Dashboard User Story As marketing expert or marketing manager, I want to monitor the lead management performance. I want to see the success of marketing-driven lead creation compared to sales-created leads. I require insight in the lead-based success of dedicated campaigns, or cross-campaign. I would like to see the opportunity amount to get to know which monetary worth my lead management is creating. As well, I am interested in the Marketing Lead Funnel which shows the evolution from unqualified to qualified contacts over time. Story Details Comparison of marketing-driven and salescreated leads and opportunities Lead Stage classification, current snapshot and evolution over time Status distribution of Leads and Opportunities Conversion success based on opportunity data Story Provisioning The file for the story can be imported in the SAP Content Library, the documentation is part of SAP Best Practices for SAP Marketing Cloud For more details refer to the quick-link 54

55 What s New in Marketing Planning 1902 BACK

56 Marketing Planning Overview of what is new in 1902 Marketing plan period is no longer restricted to a calendar year. The period can be any start and end date. Program media type dates do not have to be within the dates for the program phases or the program period. Usability enhancements for program search (customer influence request). 56

57 What s New in Marketing Plan Create marketing plan for any period (no longer restricted to calendar year) What you see and do You can create a marketing plan for any start and end date. You can assign a budget plan whose period contains the start or end date of the marketing plan. For more details, refer to our online documentation > Application Help > Business Features > Planning > Marketing Plans 57

58 What s New in Programs Media type dates outside of program phases and program period What you see and do Media type dates can be entered outside of the defined program period or phases This change allows the program period to reflect the execution timeline of the program, and the media type proposed spend to reflect the realistic expectation for costs to occur 58

59 What s New in Marketing Analytics 1902 BACK

60 SAP Analytics Cloud for Campaign Analytics Bounce Story User Story As a marketing expert, I want to monitor the recent and text message campaign hard and soft bounces. I want to analyze for which recipient IDs and domains they occurred, and the specific reasons communicated by the service provider. Story Details and Text Message Hard and Soft Bounces Recipient ID and Recipient Domain Contact Name Bounce Code & Bounce Code Description Campaign ID & Campaign Name Story Provisioning The file for the story can be imported in the SAP Content Library, the documentation is part of SAP Best Practices for SAP Marketing Cloud For more details refer to the quick link 60

61 Analytics for Scores Scores of Corporate Accounts Use Case As a marketing expert, I want to analyse average score values for Corporate Accounts. I want to compare average scores values within one score or across several scores. Furthermore, I want to have drill-down and filtering capabilities for account-level dimensions, such as country, region, industry, market, time and others. Measures Average Score Value Dimensions Acc.-Based Marketing Calculated at Calendar Year Corporate Account Country Industry Market Model Region Score Score Is Cur. Vers. Validation Status Year Month Year Quarter Year Week Custom Fields 61

62 What s new in Configuration 1902 BACK

63 New Scenarios in Set Up Your Marketing Solution App Planning setup for Budget Planning Spend Management Integration with SAP ERP Segmentation and Target Group 63

64 What s New in Public APIs 1902 BACK

65 What s new in Q1/2019 in a nutshell? General: Via the API Business Hub and SAP Help Portal for Marketing Cloud you will be able to access more information on the APIs available in this overview. Business Object OData API Communication scenario Business Catalog Role Landing Page API_MKT_LANDING_PAGE_SRV SAP_COM_0342 N/A New API Landing Page API_MKT_LANDING_PAGE_VALUEHELP _SRV SAP_COM_0342 N/A New API Comments Product API_MKT_PRODUCT_SRV;v=0002 SAP_COM_0171 SAP_BCR_CEC_MKT_API_PRD2_PC New version of the API Score API_MKT_SCORE_SRV SAP_COM_0307 SAP_CEC_BC_MKT_API_SCO_PC Enhancements in Authorization or security Interest API_MKT_INTEREST SAP_COM_0340 SAP_CEC_BC_MKT_IOI_PC New API Interaction API_MKT_INTERACTION_SRV SAP_COM_0206 SAP_CEC_BC_MKT_API_IA_PC New deep insert capabilities 65

66 What s new in Q1/2019 in a nutshell? Open Marketing Connector for External Landing Pages This OMC aims to provide you with end-to-end guidance for the following: Smooth integration of landing pages designed in external tools with SAP Marketing Cloud Personalization of external landing pages Integration of contact data gathered on external landing pages for use in follow-on marketing activities For an overview of OMCs, see Open Marketing Connectors. The OMC bundles the 2 new APIs in 1902 (below) together with the following existing APIs: API_MKT_CONTACT API_MKT_INTERACTION 66

67 What s New in Integration Scenarios 1902 BACK

68 What s new in Q1/2019 in a nutshell? General: Looking for information on how to implement integrations for certain business scenarios? See new chapter Implementing Integrations for Business Scenarios in the Integration Guide News with regards to Inbound Integration Scenarios Market data & events Sales & Service Connected Solution Content Technology Communication scenario/ Comment External Landing Page Integration S/4HANA Enterprise On-Premise 1. Creation of External Landing Pages using an iflow 2. Bring Prefill Functionality to External Tools using the OutboundID REST, OData via CPI SAP_COM_0342 Integration Package on API Hub External Landing Page Integration 1. Sales Order OData via CPI SAP_COM_0060 SAP S/4HANA Enterprise Management On-Premise Integration SAP CRM 1. Marketing Attributes OData via CPI SAP_COM_0017 SAP CRM Integration 68