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In a comment to the Blog Create, run and analyze an E-Mail Campaign with a Survey (Part 1) vijay kothari asked if it is possible to use surveys without providing a connection to the backend system as described in Setup SAP Web Dispatcher with URL Filter on SuSE Linux 9.0. So here is a solution to this problem: Use the mailto function to send the Survey answers via mail to the backend SAP CRM system.
Start transaction CRM_SURVEY_SUITE and click on the Button "Survey Repository":
Open the Folders Parameter XMLs -> mailto, Mark the default entry "CRM_SVY_PARAM_MAILTO.XML" and press F8 to export it to the local disk.
Adopt the file content and replace the Action with the local E-Mail address, also rename the File to "CRM_SVY_PARAM_MAILTO_CR4.XML":
Choose the Folder mailto and press F7 to upload the file. Fill the Fields as mentioned here:
That should be the result:
Now you can create a survey as described in the Blog Create, run and analyze an E-Mail Campaign with a Survey (Part 1) or SAP Note 988209 - CA: Direct response scenario. Here I've created first a German version of the Survey with three radio buttons in transaction CRM_SURVEY_SUITE, Appl. Folder Marketing. Then I did the translation to English:
This survey can be downloaded via Extras -> Download Presentation Format:
In the next screen you have to choose mailto as the send option, the Parameter XML uploaded before and Media Type Screen:
This resulted in the download of a TEST_MAIL.html file which I've downloaded to my local files:
To process the mail which will be created from the just downloaded HTML File the Inbound Mail Processing has to be configured in Transaction SO50 for the E-Mail address firstname.lastname@example.org (which was used in the Parameter XML) with the Exit Name: CL_SVY_SMTP_INBOUND:
With everything above prepared we can now doubleclick on the TEST_MAIL.html file created above and you will see this content in your Browser:
When you click Save you get a warning that the Form will be sent via E-Mail
And then you again have to confirm that it should be sent with Outlook:
You can verrify that the mail was processed in transaction CRM_SURVEY_SUITE when you choose your survey and click the Button "Evaluation" (Ctrl+Shift+F3):
On the next screen you should see the counter for the evaluated survey to be at least 1:
If you're running a Unicode CRM System you might have to check out SAP Note 1286258 - Unicode issues with IF_INBOUND_EXIT_BCS~PROCESS_INBOUND which solves an encoding issue which prevents incoming E-Mails to be processed on Unicode CRM Systems.
After this successful test we have to setup a way how the survey can be placed on a public website. You can simply upload the survey to a web server and keep the form action mailto. But that will result in the warning messages we've seen above. So I decided to use my web scripting language of choice PHP to implement a script that will take a GET parameter "SURVEY" to read the survey HTML file with the same name and replace the mailto-action with another PHP Script that will process the POST parameters of the survey and that send out an E-Mail.