Symptom
You are trying to use Lead Distribution Rules to assign Leads based on the Campaign name, more precisely using the 'Contains pattern' operator in the 'Campaign' column.
Environment
SAP Cloud for Customer
Reproducing the Issue
-
Go to the Administrator work center.
- Select the Sales and Campaign view.
- Open the Define Rules for Lead Assignment hyperlink.
- In the Campaign column, click in the value hyperlink (it should be * at first).
- In the Select Operator dropdown menu, select Contains pattern.
- In the Enter Value field, enter &ABC& (where ABC stands as the desired campaign name pattern).
- Click in the OK button.
- Click in the Actions button.
- Select Activate Rules.
- Trigger the campaign that should trigger the Lead Distribution Rule with the pattern ABC.
You expected that the lead distribution rule would change the Lead created from the campaign accordingly (setting a specific Owner/Marketing Unit/Territory).
Cause
The Campaign column in the Lead Distribution Rules only supports Campaign ID. Campaign Name is currently not supported.
Resolution
This is the standard behavior of the system.
If you need this functionality urgently you may contact your implementation manager to help with such request or approach directly the SAP Cloud Service Center.
You can find more details about the services offered by Cloud Service Center on https://www.sap.com/services/application-development.html. You can contact Cloud Service Center as follows:
- If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder
- If you are a customer: please use the little blue box “Contact Us” shown on the very right-hand side of https://www.sap.com/services/application-development.html, choose “Contact Us”, choose “Services”, choose “SAP Custom Development” and complete the page
Note: The services of the SAP Cloud Service Center will be charged as packaged services based on fixed prices.
An alternative option may be to check the SAP Customer Influencer Site to submit an idea: https://influence.sap.com/SAPCloudforCustomer
Keywords
Lead Distribution Rules ; Campaign ; Lead ; Operator ; Contains Pattern ; , KBA , LOD-CRM-MKT-CAM , Campaigns , LOD-CRM-LM , Lead Management , How To