1.

Test Script CUSTOMER

SAP hybris Marketing 1.1 (1502)
April 2015
English
Audience Discovery and Targeting
ID: CE2

Table of Contents

1 Test Description

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data and Transactional Data
2.4 Export Definition

3 Overview Table

4 Test Procedures
4.1 Create Segmentation Model
4.2 Create Segment
4.3 Create Target Group
4.4 Display Target Group Member Details
4.5 Export Target Group Members
Document History

Revision Change Date Description

0 Apr 13, 2015 Published version

Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before hand -over to project
testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before hand-over to the customer, unless
deemed helpful to explain the larger context.
If there are any special requirements that do not fit into the template, add instructions to the appendix.

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1 Test Description

Audience Discovery and Targeting is a segmentation solution powered by SAP HANA, and one of the solutions available in the SAP hybris Marketing rapid-
deployment solution. Audience Discovery and Targeting allows segmenting big data sets across different data sources via interactive visualizations to identify
the right audience for a planned campaign or to answer complex business questions.
This document explains the functions and usage of Audience Discovery and Targeting along a sample process in which a business analyst wants to find the
right audience to address a new product launch. It describes how to segment SAP ERP customers, how to create target groups for the identified segments,
and how to export target group member data.
By default, Audience Discovery and Targeting allows segmentation of the following data:
o SAP ERP customers
o SAP CRM customers (with or without predictive analytics integration)
o SAP ERP/CRM contacts
o SAP ERP/CRM consumers
In this test script the test procedure is described for SAP ERP customer segmentation. If you do not use SAP ERP customer data in your system landscape,
refer to the following test scripts:
o SAP CRM customers: Integration into Sales and Marketing (CE3)
o SAP CRM customers with buying propensity (predictive scenario) integration: Predictive Segmentation (CE5)
o SAP ERP/CRM contacts: Campaign Management (CM1)

Note
Instead of referring to the above test scripts, you can also execute most of the segmentation steps described below with a segmentation profile
different from the one for SAP ERP customers. In that case some steps or parameters need to be changed by you accordingly.

This document is written for readers familiar with the general features and functions of marketing segmentation and targeting as well as standard processes
and terminology related to the underlying processes.

Note
For more information about Audience Discovery and Targeting, see the SAP documentation: http://help.sap.com/cei Application Help SAP Library
SAP hybris Marketing SAP hybris Marketing Worksets and Applications Audience Discovery and Targeting.

This document provides a detailed procedure for testing the Audience Discovery and Targeting solution after solution deployment, reflecting the predefined
scope of the solution. Each process step is covered in its own section, providing the system interactions (that is test steps) in a table view. Customer project
specific steps must be added.

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2 Prerequisites

The relevant master data and transactional data of your company have been loaded to your SAP hybris Marketing application.

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1 System Access
The test should be conducted with the following system and users:

Type of Data Details

System System <Provide details on how to access system, for example system client or
URL>
Standard User CEI_STD / password = welcome

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2 Roles
For nonstandard users, the following roles must be assigned to the system users testing this scenario:

Business Role Business Role Id

Business Analyst Z_CUSTOMER_ENG_INTELLIGENCE; alternatively a dedicated role for Audience Discovery and Targeting.

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3 Master Data and Transactional Data
The SAP hybris Marketing rapid-deployment solution supports the segmentation of SAP ERP and SAP CRM customer, contact, and consumer data. You use
your own master data and transactional data to go through the test procedure.

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4 Export Definition
An export definition is a template that allows you to export target group member data to CSV files for further processing. In this prerequisite step you create
such an export definition for SAP ERP customers. This is a prerequisite for the Export Target Group Members chapter.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Access Export In the SAP hybris Marketing application, navigate to The Export Definitions workset is displayed.
Definitions Campaign Management Export Definitions.

2 Create Export
Definition
3 Define Export
Definition Details
On the Export Definitions view, choose New. A Details area is displayed.
In the export definition Details, maintain the following Details for the export definition are defined.
values:
Definition: For example, Download of ERP data
Segmentation Profile: ERP Customers
Target: <Choose a target>, for example, CEI RDS - Mail
Campaigns

4 Select Export In the Details view, from the Available column, select all The selected attributes are displayed in the
Definition attributes you want to use in the export definition. Selected for Export Definition column.
Attributes
Note
To select more than one attribute, choose the
C T R L key and then click the first table column per
relevant attribute.
To move the selected attributes to the Selected
for Export Definition table, choose the arrow
pointing to the right.
5 Save Export To save the export definition, choose Save (Save selected The export definition is saved and can be
Definition export definition). used to download SAP ERP customer data of
target groups.

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3 Overview Table

The scope item Audience Discovery and Targeting consists of several process steps provided in the table below:

Process Step Business Condition Business Role Expected Results

Create Segmentation Model Customer data is available Business Analyst A segmentation model with 1-n segments is
created.
Create Segment Segmentation model exists Business Analyst A segment is created.
Create Target Group Segment exists Business Analyst A target group is created and released.
Display Target Group Member Target group exists Business Analyst Account details or contact details are
Details displayed.

Export Target Group Members Target group and export definition exist Business Analyst An export file is created for the target group
members.

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4 Test Procedures

This section describes test procedures for each process step that belongs to this scope item.
The test should take 70 minutes.

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5 Create Segmentation Model

Test Administration

Customer project: Fill in the project-specific parts (highlighted).

Test Case ID <X.XX> Tester Name Testing Date

Business Roles
Responsibility <State Service Provider, Customer, or Joint Service Provider and Customer> Duration 10 Minutes

Purpose

You are a business analyst and you would like to, for example, create a campaign to promote a new product launched by your company. To identify the
optimal target group, you segment your customer base with the Audience Discovery and Targeting solution. Your first step is to create a segmentation model.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step Comment
#
1 Access Audience Access the Audience Discovery and Targeting workset. The Audience Discovery and Targeting
Discovery and workset is displayed.
Targeting
2 Access Navigate to Segmentation Models. The Segmentation Models workset is
Segmentation displayed.
Models
3 Create In the Segmentation Models view, choose Create (Create The Create Segmentation Model
Segmentation segmentation model). dialog box opens.
Model
4 Choose On the Create Segmentation Model dialog box, choose the ERP The New Segmentation Model view is
Segmentation Customers segmentation profile and then choose OK. displayed. The top-node segment
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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step Comment
#
Profile contains all ERP customers that have
Note been loaded into your SAP hybris
A segmentation profile determines the population of the first Marketing application.
segment. Depending on your application setup, maybe you will
not find the above-mentioned ERP Customers profile. In that
case you can choose one of the other segmentation profiles. In
that case you have to adjust the relevant test steps below.
5 Save Choose Save the segmentation model (icon). A Save As dialog box is displayed.
Segmentation
Model
6 Enter the On the Save As dialog box, enter a name for the segmentation model The segmentation model has been
Segmentation and then choose OK. saved.
Model Name For example: Segmentation Model: ERP Segmentation Model

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6 Create Segment

Test Administration

Customer project: Fill in the project-specific parts (highlighted).

Test Case ID <X.XX> Tester Name Testing Date

Business Roles
Responsibility <State Service Provider, Customer, or Joint Service Provider and Customer> Duration 15 Minutes

Purpose

You are a business analyst and you want to create new segments by filtering customer data, for example, by country and a key figure.
This activity starts on the last view of the previous activity. If you have already closed the application, navigate to the following screen and then continue with
the below procedure: Access the Audience Discovery and Targeting workset Segmentation Models. To open the segmentation model you created, click its
name in the result list.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
1 Select Segment Click the top-node segment of your The top-node segment is selected.
segmentation model, for example, of the ERP
Segmentation Model segmentation model.
2 Display Segment by To display the customers of the selected In the Preview for Segment area, the
Country segment in the Preview area at the bottom of segments customers are displayed by
the screen by characteristic, click one of the country.
characteristics in the characteristics and key
figures list at the left side of the screen. For
this use case, choose Country from the
Customer Master Data group.

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Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
If the Preview area is displayed collapsed,
choose Expand (icon) at the right bottom of
the screen.
3 Toggle to Different To display the data in the Preview for Segment The data is displayed in a different graphical
Preview Type area in a different graphical representation, representation, for example, in a bar chart.
choose one of the available preview types.
To do so, open the Choose preview type option
by clicking the little arrow on the name of the
current preview type, for example,
Geographical Map or Pie Chart. Choose one of
the available preview types, for example, Bar
Chart.
Afterwards, toggle back to the Geographical
Map preview type.
4 Create Segment for one To create a segment for one country, double- A new segment for the chosen country is
Country click the relevant country in the Geographical displayed below the top-node segment.
Map preview.

5 Create Several
Segments for Countries
6 Display Segment by
Key Figure
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Prerequisites
Note
If the data is displayed in another
preview type, for example, in a bar
chart, highlight the relevant country in
the Preview and choose Keep.
To create several segments for several The system creates one segment per chosen
countries, choose a preview type such as Pie country.
Chart or Bar Chart. In the result list of the
Preview for Segment area, choose the C T R L
key and highlight all countries for which you
want to create a segment (per country). Then
choose Distribute.
To filter the customers by a key figure, select In the Preview area, the system displays the
one of the available segments and then click data of the selected segment in key figure
one of the available key figures in the intervals.
characteristics and key figures list at the left
side of the screen.
Depending on the available data in your
system, select a key figure such as, for
example, Revenue from the Margin
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Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
Decomposition group.
7 Select Conditions In the Conditions area in the Preview for The system updates the information displayed
Segment area, you can optionally select a in the Preview according to the chosen
condition and then enter parameters for the conditions.
condition.
For example, for Revenue, you can select the
condition Calendar Year. And for Calendar Year:
Equal To you maintain the relevant year.
After having entered the condition parameters,
choose Apply.
8 Remove Condition If you have selected a condition that is not The selected condition is removed.
relevant for your segmentation, in the
Conditions area, with your mouse hover over
the condition. The option Remove condition
will become visible (displayed as icon on the
right side of the condition).
Select the Remove condition option, if
applicable. Then choose Apply.
9 Highlight Key Figure In the Preview for Segment area, choose the The chosen intervals are highlighted.
Intervals intervals for which you want to create
segments by drawing the mouse over the
relevant intervals.
10 Create Segments To create one segment for the selected The system displays two new segments.
intervals and one segment for the rest of the
intervals, choose Separate.
11 Combine Segments To combine two existing segments into one The system displays the mouse sign with a
segment, highlight one of the segments of little plus sign next to it.
your segmentation model, open the segment
action submenu (little arrow in the right lower
corner of the segment), and then choose
Create Segment > Using a Set Operation.
12 Select Second Segment Click the segment you want to combine the The system displays the Combine Segments
for Segment other segment with. dialog box.
Combination Alternatively you can drag and drop the first
segment on the one you want to combine it
with.
13 Merge Segments On the Combine Segments dialog box, choose A new segment combining the two previously
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Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
one of the available options, for this example, selected segments is created.
Merge.
14 Rename Combined To rename the combined segment, open the The system displays the Change Combined
Segment segment action submenu (little arrow in the Segment dialog box.
right lower corner of the segment), and then
choose Change Segment.
15 Enter Name for On the Change Combined Segment dialog box, The name of the combined segment has been
Combined Segment in the Segment Name field, enter a name for changed.
the combined segment. For example, Segment
Name: Test for merged segments.
Then choose the same combination option as
before, for example, Merge.
16 Save Segments To save the new segments in your A success message is displayed and the
segmentation model, choose Save the segmentation model is saved.
segmentation model.

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7 Create Target Group

Test Administration

Customer project: Fill in the project-specific parts (highlighted).

Test Case ID <X.XX> Tester Name Testing Date

Business Roles
Responsibility <State Service Provider, Customer, or Joint Service Provider and Customer> Duration 10 Minutes

Purpose

The creation of target groups allows categorizing a set of customers, prospects, or contact persons according to criteria, such as geographical location, or
common interest. A target group can be used in campaigns, for example, to promote products or services. Based on a target group, the business analyst can
export the target group member list to prepare for follow-up actions.
In this activity you create a target group for a segment to perform marketing activities for the target audience of this segment.
This activity starts on the last view of the previous activity. If you have already closed the application, navigate to the following screen and then continue with
the below procedure: Access the Audience Discovery and Targeting workset Segmentation Models. To open the segmentation model you created, click its
name in the result list.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
1 Create Target Group Decide for which segment you want to create a The New Target Group dialog box opens.
target group. For this segment, open the
segment action menu by clicking the little
arrow in the lower right corner of the segment.
From the segment action menu, choose Create
Target Group.
2 Save and Open Target On the New Target Group dialog box, enter a The target group is created and displayed in a
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Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
Group Name and optionally a Description for the new view.
target group.
For example, enter Name: Target Group for
ERP Customers.
Keep the Type: Target Group.
Then choose Save and Open.
3 Update Target Group In the target group view, in the Key The key information has been updated. The
Key Information Information area, optionally update the Target system displays the updated fields in a green
Group name. color for a short time, thus indicating that
Choose Enter, or click any other field so that saving the updated information was
the system automatically saves the updated successful.
entry.
4 Set Target Group to To manually remove from or add customers to The system displays a success message and
Static your target group, set the target group to the target group is defined as static.
static by clicking on the Dynamic icon (icon
above the Key Information area).

5 Remove Target Group
Member
6 Add Target Group
Member
Note
Adding target group members is not
supported for all target group types.
If you want to remove a member from your
target group, highlight the relevant entry and
choose Remove.
To add a customer to the target group list,
choose Add.
On the Add Account dialog box, select the
relevant accounts then choose Add.
The system displays a success message and
the selected target group member is removed
from the list.
The system displays a success message.
You have added 1-n accounts to the target
groups member list.

Note
You can select more than one account
by choosing the C T R L key and then
selecting all relevant accounts.

Note
Adding target group members is not
supported for all target group types.
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8 Display Target Group Member Details

Test Administration

Customer project: Fill in the project-specific parts (highlighted).

Test Case ID <X.XX> Tester Name Testing Date

Business Roles
Responsibility <State Service Provider, Customer, or Joint Service Provider and Customer> Duration 10 Minutes

Purpose

The details of a selected target group member consist of different information depending on whether the selected target group member is a customer, or a
consumer, or a contact. For the example taken for this test script (SAP ERP customers), the Account fact sheet is described.
Depending on which SAP hybris Marketing solutions you have licensed, you might not have access to all mentioned analytical views within the Account fact
sheet.

Note
For details of how the SAP standard reports for the account details are calculated, refer to the SAP documentation: http://help.sap.com/cei
Application Help SAP Library SAP hybris Marketing SAP hybris Marketing Worksets and Applications Cross-Solution Worksets Accounts
Account Details.

Note
The Customer 360 dashboard is only available if you have implemented the additional SAP BusinessObjects content that is available as part of the
SAP hybris Marketing rapid-deployment solution. For details of the Customer 360 dashboard, refer to the Customer Value Intelligence (CE1) scope
item.

This activity starts on the last view of the previous activity. If you have already closed the application, navigate to the following screen and then continue with
the below procedure: Access the Audience Discovery and Targeting workset Segmentation Models. To open the segmentation model you created, click its
name in the result list. To open the target group you created in the previous activity, open the segment action menu (little arrow in the right lower corner) of
the segment for which you created a target group and then choose Open Target Group.
Alternatively, you can access your target group from the Audience Discovery and Targeting Target Groups workset.

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Procedure
Test Step Test Step Name
# Comment
1 Access Target Group
Member Details
2 Add Social Media
3 Enter Social Media
Information
4 Review Scorecard
5 Review White Space
Analysis
6 Review Sales Analysis
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Prerequisites
Instruction Expected Result Pass / Fail /
In the Target Group view, in the Members area, The system displays the members details in a
access the details of one of the target group new view.
members by clicking its name.
In the Account area, if no social data has been The Maintain Social Media dialog box opens.
entered so far, the text Add Social Media is
displayed. If social media have already been
maintained, they are displayed instead.
Choose the Settings button for social media
(the button becomes visible on mouse-over).
Note
You can only maintain social media
information if the social media
integration has been activated by your
system administrator.
On the Maintain Social Media dialog box, enter An icon is displayed per maintained social
a URL for the relevant social media, and then media channel. The user can access the social
choose Close. media information from the target group
members details.
Note
Enter the full URL including http:// or
https:// and the company domain (for
example, /SAP) for the social media
channel. Example:
http://www.twitter.com/SAP .
To display the scorecard information, navigate The scorecard information is displayed.
to the Scorecard workset.
To display the white space analysis, navigate The white space analysis is displayed.
to the White Space Analysis workset.
To display the sales analysis, navigate to the The sales analysis is displayed.
Sales Analysis workset.
Optionally apply filters to the Margin
Decomposition analysis by choosing Show
filter area and by then choosing values from
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Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
the available filters.
7 Review Customer To display purchasing contacts for the account, Customer contact information is displayed.
Contacts navigate to the Customer Contacts workset.
8 Review Account Team To display the account team for a customer, The account team is displayed.
navigate to the Account Team workset.
9 Review Interactions To display the interactions for an account, Interactions are displayed.
navigate to the Interactions workset.
10 Review Customer 360 To display the Customer 360 dashboard, The Customer 360 dashboard is displayed.
Dashboard navigate to the Customer 360 workset.

Note
The Customer 360 dashboard is only
available if you have implemented the
additional SAP BusinessObjects content
as described in the SAP
BusinessObjects Reports for hybris
Marketing (CEO) configuration guide.

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9 Export Target Group Members

Test Administration

Customer project: Fill in the project-specific parts (highlighted).

Test Case ID <X.XX> Tester Name Testing Date

Business Roles
Responsibility <State Service Provider, Customer, or Joint Service Provider and Customer> Duration 5 Minutes

Purpose

You want to inform all target group members about the new product launch. To do so, you export the target group members to a CSV file, which you, for
example, could forward to an external service provider who handles your e-mail campaigns.
This activity starts on the last view of the previous activity. If you have already closed the application, access your target group from the Audience Discovery
and Targeting Target Groups workset by clicking its name in the target groups list.

Prerequisites

You have created an export definition for SAP ERP customers. Refer to the Prerequisites: Export Definition chapter.
The target group for which you want to trigger the export has not been released yet.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
1 Assign Export Definition In the Target Group view, navigate to the An export definition is assigned to the target
Export workset and select the Definition you group. The system displays the data available
created in the Export Definition prerequisites for export in the Preview.
chapter, for example, Download of ERP data.
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Test Step Test Step Name
# Comment
2 Release Target Group
3 Create Export File
4 Download Export File
5 Close Target Group
Window
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Instruction Expected Result Pass / Fail /
To be able to export the target group member The target group is released. You can no
data, you must release the target group. longer add or remove accounts from the
On the bottom of the Target Group view, target group.
choose Release.
If the advanced status management has been
activated, you might first need to choose the
To Be Released, and then the Released status.
Caution
After releasing the target group, you
can no longer add or remove target
group members.
To export the members of the target group, The export file is displayed in the Latest
choose Start Export. Export File area.
In the Latest Export File area, click the icon of The members of the target group have been
the export file. Then save the download file to exported into a CSV file. The CSV file can now,
a folder of your choice. for example, be forwarded to a service
If required, add the file extension *.CSV to the provider who executes campaigns.
file name.
Close the Target Group view by closing the The target group view is closed.
browser window or browser tab page.
Caution
Do not choose Complete in the Target
Group view to close the target group
view, since this sets the target groups
status to Completed.
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decisions.