ACTIVITY TEMPLATE

Filled by SSC (do not fill out)

Activity ID Activity ID
External ID Comment DATA_OWNER SOURCE_SYSTEM
(INBOUND) (OUTBOUND)

Activity ID Activity ID
RESPONSE_EXT_ID Comment DATA_OWNER SOURCE_SYSTEM
(INBOUND) (OUTBOUND)
ACTIVITY INSTRUCTIONS
Activity Type (use drop
down list) Blank = Attendance Status (drop Event Type (drop Campaign ID
inbound and outbound down) down) (WBS Code)
created
FOLLOW_UP_EXCEPTION ATTENDED_STATUS RESPONSE_RESULT_TYPE PRIMARY_CAMPAIGN_ID
 OUTBOUND OUTBOUND
Activity Description Response Date (INBOUND)
Start Date End Date
(max 40 char) (DD.MM.YYYY)
(DD.MM.YYYY) (DD.MM.YYYY)

EVENT_NAME RESP_DATE PLAN_STDATE PLAN_EDDATE

 COMPANY INFORMATIO
Distribution rule
Person Responsible for Follow-
(Select Individual if CRM Organization Number
up (Leave blank if default Notes
Employee responsible (ORG ID)
routing is requested)
is specified)
DISTRIBUTION_RULE EMPL_RESPONSIBLE NOTES_TEXT1 ORG_CRMID
Y INFORMATION
Organization Name 1 Street
City Region/State
(max. 40. characters) (max. 60 char.)

ORG_NAME1 ORG_STREET ORG_CITY1 ORG_REGION

 CONTACT PERSON INFORM
CRM Contact Person
Postal Code ORG Country Relationship to SAP
Number (CP ID)

ORG_POST_CODE1 ORG_COUNTRY RELATIONSHIP_TO_SAP PERS_CRMID

CT PERSON INFORMATION
Person CP First Name CP Last Name
Academic Title
Salutation (max 40 char) (max 40 char)

PERS_TITLE_ACA1 PERS_SALUTATION PERS_NAME_FIRST PERS_NAME_LAST

 CP Telephone
Communication Language CP E-mail CP Telephone Extension
(max 30 char)

PERS_LANGU_CORR PERS_EMAIL PERS_TELF1 PERS_TELF1_EXT

 CP Job Title CP Job Function (drop
CP Mobile Phone
(free text field, max. 40 character) down)

PERS_MOBILE PERS_JOB_TITLE PERS_FUNC_DESC

 PME
CP Department (drop OPT STATUS for Email
CP Job Function Code CP Department Code
down) (drop down)

PERS_FUNCT_KEY PERS_DEP_DESC PERS_DEPT_KEY EMAIL_OPT_STATUS

 Date of Permission
OPT Email Source OPT STATUS for
given OPT Phone Source
Phone (drop down)
(DD.MM.YYYY)

EMAIL_OPT_ORIGIN EMAIL_OPT_DATE TELE_OPT_STATUS TELE_OPT_ORIGIN

 ORG INTERNATIO
Date of Permission Date of Permission
OPT STATUS for Mail Version of
given OPT Mail Source given
(drop down) Address
(DD.MM.YYYY) (DD.MM.YYYY)
DIRECT_MAIL_OPT_STA
TELE_OPT_DATE EMAIL_OPT_ORIGIN EMAIL_OPT_DATE ORG_IAV_NATION
TUS
RG INTERNATIONAL ADDRESS VERSION (IAV)
Name 1 Name 2 House Number Street
City
(max. 40. characters) (max. 40. characters) (max. 10 char.) (max. 60 char.)

ORG_IAV_HOUSEN
ORG_IAV_NAME1 ORG_IAV_NAME2 ORG_IAV_CITY1 ORG_IAV_STREET
UM
 CP INTERNATIONAL ADDRESS VER
Street 2 Street 3 First Name Last Name
Region
(max. 60 char.) (max. 60 char.) (max 40 char) (max 40 char)

ORG_IAV_POBOX_
ORG_IAV_STREET2 ORG_IAV_STREET2 REL_IAV_NAME_FIRST REL_IAV_NAME_LAST
CITY
NAL ADDRESS VERSION ( IAV)
Job Title Department
Person Salutation (free text field, max. 40 (free text field, max. 40 Street
character) character)

REL_IAV_TITLE REL_IAV_FNCTN REL_IAV_DPRTMNT REL_IAV_STREET

 Street 2 Street 3 House Number City

REL_IAV_STREET2 REL_IAV_STREET3 REL_IAV_HOUSENUM REL_IAV_CITY1

PHYS_EVENT - event registration / attendance / walk-in / no show + phone follow-up (if wanted)

WEBINAR - web registration without follow-up or web attendance / no show + phone follow- up (if wanted)

INVITATION - inbound + outbound activity

Teleout - High profile Outbound Activity that requires specific exslusions.

Event Type on L2R IMPORT TOOL

FORMFILL

WEBINAR

PHYSICAL EVENT

ACT_TEMP_ID
EMAILREGCOM
EMAILRESPRESP
EVENTATTCOM
EVENTATTNOSHOW
EVENTATTWALK
LETTERREGREG
LETTERRESPRES
WEBATTATTCOM
WEBATTNOSHOW
WEBREGCOM
WEBRESPRESP
PHONEFUEXFU
EXDATAVALUP
PHONEFUREFU
PHONEFUSUCC
PHONEFUUNSUC
PHONEFUOPENO
PHONEOTHOUINT
PHONEOTHERCOM
PHONEOTHSALCO
PHONEOTHEROP
PHONEQUALCOM
PHONEQUALOPEN
PHONEREGREG
PHONEREGOPEN
 RESPOSNE RESULT TYPE on the template

Registered

Attended

No Show

Registered

Attended

No Show

Walk-in

DESCRIPTION
Email/Registration completed inbound
Email/Response responded
Event/Attendance successful comp.
Event/Attendance No show compl.
Event/Attendance Walk In comp.
Letter/Registration registered
Letter/Response comp.
Web/Attendance Attended comp.
Web/Attendance No Show comp.
Web/Registration successful completed
Web/Response responded comp.
Phone/Follow up External Follow up completed
External/DataVal. Successful List Upload
Phone/Follow up Refused Call completed
Phone/Follow up successful completed
Phone/Follow up unsuccessful completed
Phone/Follow up open open
Phone/Other interested comp.
Phone/Other completed
Phone/Other Sales completed
Phone/Other open open
Phone/Qualify successful comp.
Phone/Qualify open open outbound
Phone/Registration registered comp.
Phone/Registration open
 ACT CODE OUTBOUND
ACT CODE INBOUND (optional)

WEBRESPRESP PHONEFUOPENO

WEBREGCOM -

WEBATTATTCOM PHONEFUOPENO

WEBATTNOSHOW PHONEFUOPENO

WEBREGCOM -

EVENTATTCOM PHONEFUOPENO

EVENTATTNOSHOW PHONEFUOPENO

EVENTATTWALK PHONEFUOPENO

Column1 Direction
Email/Registration completed inbound (EMAILREGCOM) Inbound
Email/Response responded (EMAILRESPRESP) Inbound
Event/Attendance successful comp. (EVENTATTCOM) Inbound
Event/Attendance No show compl. (EVENTATTNOSHOW) Inbound
Event/Attendance Walk In comp. (EVENTATTWALK) Inbound
Letter/Registration registered (LETTERREGREG) Inbound
Letter/Response comp. (LETTERRESPRES) Inbound
Web/Attendance Attended comp. (WEBATTATTCOM) Inbound
Web/Attendance No Show comp. (WEBATTNOSHOW) Inbound
Web/Registration successful completed (WEBREGCOM) Inbound
Web/Response responded comp. (WEBRESPRESP) Inbound
Phone/Follow up External Follow up completed (PHONEFUEXFU) Outbound
External/DataVal. Successful List Upload (EXDATAVALUP) Outbound
Phone/Follow up Refused Call completed (PHONEFUREFU) Outbound
Phone/Follow up successful completed (PHONEFUSUCC) Outbound
Phone/Follow up unsuccessful completed (PHONEFUUNSUC) Outbound
Phone/Follow up open open (PHONEFUOPENO) Outbound
Phone/Other interested comp. (PHONEOTHOUINT) Outbound
Phone/Other completed (PHONEOTHERCOM) Outbound
Phone/Other Sales completed (PHONEOTHSALCO) Outbound
Phone/Other open open (PHONEOTHEROP) Outbound
Phone/Qualify successful comp. (PHONEQUALCOM) Outbound
Phone/Qualify open open outbound (PHONEQUALOPEN) Outbound
Phone/Registration registered comp. (PHONEREGREG) Outbound
Phone/Registration open (PHONEREGOPEN) Outbound
Category Status Result Initiated by Reason Goal AREA Process Ty
Email/Registration Completed Registered Marketing Event ManActivity
Email/Response Completed Responded Marketing Event ManActivity
Event/Attendance Completed Attended Marketing Event ManActivity
Event/Attendance Completed No Show Marketing Event ManActivity
Event/Attendance Completed Walk In Marketing Event ManActivity
Letter/Registration Completed Registered Marketing Event ManActivity
Letter/Response Completed Responded Marketing Event ManActivity
Web/Attendance Completed Attended Marketing Event ManActivity
Web/Attendance Completed No Show Marketing Event ManActivity
Web/Registration Completed Registered Marketing Event ManActivity
Web/Response Completed Responded Marketing Event ManActivity
Phone/Follow-Up Completed Exported for ExtMarketing Telemarke Activity
External/Data Valid Completed Successful List Marketing Telemarke Activity
Phone/Follow-Up Completed Refused Call Marketing Telemarke Activity
Phone/Follow-Up Completed Successful Marketing Telemarke Activity
Phone/Follow-Up Completed Unsuccessful UnMarketing Telemarke Activity
Phone/Follow-Up Open Open Marketing Telemarke Activity
Phone/Other Completed Interested Marketing Telemarke Activity
Phone/Other Completed Successful Marketing Telemarke Activity
Phone/Other Completed Successful Sales Sales Calls Activity
Phone/Other Open Open Marketing Telemarke Activity
Phone/Qualify Completed Successful Marketing Telemarke Activity
Phone/Qualify Open Open Marketing Telemarke Activity
Phone/Registration Completed Registered Marketing Event ManActivity
Phone/Registration Open Open Marketing Event ManActivity
RecommenComment
Sales
MARK_PERM_CHANNEL VALUES MARK_PERM_PERMISSION
Fax FAX Opt-In
E-Mail INT Opt-Out
Letter LET Opt-In Requested
SMS PAG Contact disallowed
Telephone TEL

MARK_PERM_ORIGIN VALUES MARK_PERM_SOURCE_ID

Web Registration 010 CRM-Permissions
Purchased Data 020 CRM-Marketing Attributes
Phone 030 MarketFirst/NPC
Fair / Exhibition (Physical Events) 040 Other Databases
Permission Drive Campaign 050 CRM Web UI
Replication from other Systems 060 CRM Upload Tool
e-mail / Letter 065
from SAP User group 066
Others 070
Migrated 080
VALUES
yes
no
003
004 (must apply to all media)

VALUES
1
2
3
4
5
6
Function Description Function Code Department Description
Executive Board 01 Management
Managing Director 02 Administration
Director 04 Training
Project Manager 09 Corporate Services
Manager/Head of Dept 11 Inform. Technology
Team Lead/Supervisor 12 SAP System Support
Chief Digital Off. 21 Marketing
Chief Technology Off. 22 Sales
Chief Procurement Off. 23 Legal
Chief Transformation Off. 24 Treasury
Chief Sales Officer 25 Finance/Accounting
Employee 40 Risk Management
Chief HR Officer 49 Sustainability
Chief Info. Off. 50 Controlling
Chief Financial Off. 51 Research & Develop.
Chief Exec Officer 52 Human Resources
Chief Operating Off. 53 Pension Fund Admin.
President 54 Materials Management
Vice President 55 Procurement
Chief Marketing Off. 56 Business Intellig.
Consultant 57 Business Planning
Analyst 59 Service & Support
System Administrator 60 Customer Service
Delegate 81 Consulting
Member 82 Logistics
Architect 83 Technical Area
Developer 84 Environmental Prot.
Engineer 87 Production Planning
Chief Compl. Officer CO Engineering/Design
Quality Assurance
CustomerCompCenter
Plant Maintenance
Healthcare
Operations/Manufact.
Operations/Business
Administrative Board
Claim
Editorial
E-Commerce
Real Estate Mgmt
Product Management
Private Clients
Health & Safety
Audit
Unable to map Dept
Department Code
0002
0004
0006
0008
0010
0012
0020
0030
0034
0038
0040
0041
0043
0048
0049
0050
0051
0060
0062
0065
0067
0070
0071
0072
0080
0100
0101
0110
0120
0160
0165
0170
0200
0290
0300
0310
0311
0390
3010
3070
3110
3150
3190
4010
9998