Difference between revisions of "How do I create a custom Retention Centre action?"
m (Les Ward moved page How do I Create a Custom Retention Centre Action? to How do I create a custom Retention Centre action?: Lower case (except for Platinum menu options)) |
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***{{DataPrompt|From:}} which is the upper limit of days. | ***{{DataPrompt|From:}} which is the upper limit of days. | ||
***{{DataPrompt|To:}} which is the lower limit of days. | ***{{DataPrompt|To:}} which is the lower limit of days. | ||
− | **If the retention centre action is to have a follow up then: | + | **If the retention centre action is to have a follow up then: |
***Enter the {{DataValue|User Code}} of the {{DataPrompt|Sales person to pursue:}}. | ***Enter the {{DataValue|User Code}} of the {{DataPrompt|Sales person to pursue:}}. | ||
− | ***The number of {{DataValue|days}} in the {{DataPrompt|Follow days:}} before pursuing the retention centre action. | + | ***The number of {{DataValue|days}} in the {{DataPrompt|Follow days:}} before pursuing the retention centre action. |
***Enter the {{DataValue|User Code}} of the employee for whom the follow up task will be created in the {{DataPrompt|Employee task:}}. | ***Enter the {{DataValue|User Code}} of the employee for whom the follow up task will be created in the {{DataPrompt|Employee task:}}. | ||
**Enter the Media Preference by entering a number from {{DataValue|0}} to {{DataValue|3}} against {{DataPrompt|Mail:}}, {{DataPrompt|SMS:}} and {{DataPrompt|E-mail:}}. | **Enter the Media Preference by entering a number from {{DataValue|0}} to {{DataValue|3}} against {{DataPrompt|Mail:}}, {{DataPrompt|SMS:}} and {{DataPrompt|E-mail:}}. | ||
− | {{Information|text=Entering {{DataValue|0}} here will disable the media type. Entering | + | {{Information|text=Entering {{DataValue|0}} here will disable the media type. Entering |
{{DataValue|3}} makes the relevant medium your preferred method and entering a {{DataValue|1}} sets it to the least preferred method of contact.}} | {{DataValue|3}} makes the relevant medium your preferred method and entering a {{DataValue|1}} sets it to the least preferred method of contact.}} | ||
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#*{{DataPrompt|Report Code:}} - The {{DataValue|Unique Code}} of the report. | #*{{DataPrompt|Report Code:}} - The {{DataValue|Unique Code}} of the report. | ||
#If you selected {{DataValue|Message}} then you will need to {{DataValue|type}} the text of the {{DataPrompt|Message:}} here. | #If you selected {{DataValue|Message}} then you will need to {{DataValue|type}} the text of the {{DataPrompt|Message:}} here. | ||
− | *Click {{Button|Close}} or press {{KeyPress| | + | *Click {{Button|Close}} or press {{KeyPress|ESC}} to save the settings. |
{{Tip|text=Please see [[How do I Create a Custom Retention Centre Action?#Creating a Media Output Report|below]] for an example of a "Media Output" report.}} | {{Tip|text=Please see [[How do I Create a Custom Retention Centre Action?#Creating a Media Output Report|below]] for an example of a "Media Output" report.}} | ||
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**{{DataPrompt|Report type:}} - Whether or not the report is a {{DataValue|System}} or {{DataValue|User}} report. | **{{DataPrompt|Report type:}} - Whether or not the report is a {{DataValue|System}} or {{DataValue|User}} report. | ||
**{{DataPrompt|Report Code:}} - The {{DataValue|Unique Code}} of the report. | **{{DataPrompt|Report Code:}} - The {{DataValue|Unique Code}} of the report. | ||
− | *Press {{KeyPress| | + | *Press {{KeyPress|ESC}} or click {{Button|Close}} to save the settings. |
{{Tip|text=Please see [[How do I Create a Custom Retention Centre Action?#Creating a Filter Report|below]] for an example of the "Filter" report.}} | {{Tip|text=Please see [[How do I Create a Custom Retention Centre Action?#Creating a Filter Report|below]] for an example of the "Filter" report.}} | ||
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This example is assuming that the Media Selection is going to be a report and that it only sends out a "Happy Halloween" message to all customers via a SMS message. | This example is assuming that the Media Selection is going to be a report and that it only sends out a "Happy Halloween" message to all customers via a SMS message. | ||
− | The two reports are going to be customer-based and are written in the Accounts Reports Generator. | + | The two reports are going to be customer-based and are written in the Accounts Reports Generator. |
Go to {{Menu|{{RP}}|Reports|Accounts Report Generator}}. | Go to {{Menu|{{RP}}|Reports|Accounts Report Generator}}. | ||
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*In {{DataPrompt|Description:}} enter {{DataValue|SMS Halloween Wishes}}. | *In {{DataPrompt|Description:}} enter {{DataValue|SMS Halloween Wishes}}. | ||
*Click {{Button|OK}}. | *Click {{Button|OK}}. | ||
− | **Click on {{Button|Sort Order}} against {{DataPrompt|Var.1}} enter {{DataValue|A02}} and press {{KeyPress| | + | **Click on {{Button|Sort Order}} against {{DataPrompt|Var.1}} enter {{DataValue|A02}} and press {{KeyPress|ESC}}. |
− | **Click on {{Button|Range Filter (1)}}, below {{DataPrompt|Var}} enter {{DataValue|A01}} and press {{KeyPress| | + | **Click on {{Button|Range Filter (1)}}, below {{DataPrompt|Var}} enter {{DataValue|A01}} and press {{KeyPress|ENTER}} twice, then enter a capital {{DataValue|S}} below {{DataPrompt|Limit/Comparison}}, then press {{KeyPress|ESC}}. |
**Click on {{Button|Column Details}}. | **Click on {{Button|Column Details}}. | ||
− | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}} {{DataValue|1/01}}. | + | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}}{{DataValue|1/01}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|Text :}} and type {{KeyPress|Everybody at}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ESC}} and click {{Button|Accept}}. |
− | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}} {{DataValue|1/02}}. | + | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}}{{DataValue|1/02}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|F}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|File Var. :}} and enter {{DataValue|D20}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ESC}} and click {{Button|Accept}}. |
− | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}} {{DataValue|1/03}}. | + | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}}{{DataValue|1/03}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|Text :}} and type {{KeyPress|would like to wish you a Spooky Ghoulish Halloween. Dont}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ESC}} and click {{Button|Accept}}. |
− | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}} {{DataValue|1/04}}. | + | **#Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}}{{DataValue|1/04}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|Text :}} and type {{KeyPress|forget to carve those Awesome Pumpkins.}}. |
− | **#*Then press {{KeyPress| | + | **#*Then press {{KeyPress|ESC}} and click {{Button|Accept}}, then press {{KeyPress|ESC}}. |
**Click on {{Button|Output Options}}. | **Click on {{Button|Output Options}}. | ||
***Set the {{DataPrompt|Style :}} to {{DataValue|E}}, the {{DataPrompt|Del. :}} to {{DataValue|a space}} and set {{DataPrompt|Quotes :}} to {{DataValue|N}}. | ***Set the {{DataPrompt|Style :}} to {{DataValue|E}}, the {{DataPrompt|Del. :}} to {{DataValue|a space}} and set {{DataPrompt|Quotes :}} to {{DataValue|N}}. | ||
***Set the {{DataPrompt|Output :}} to {{DataValue|P}}. | ***Set the {{DataPrompt|Output :}} to {{DataValue|P}}. | ||
***Set {{DataPrompt|Printer Rec.:}} to your {{DataValue|Silent SMS}} print record. ''As standard this will be "93".'' | ***Set {{DataPrompt|Printer Rec.:}} to your {{DataValue|Silent SMS}} print record. ''As standard this will be "93".'' | ||
− | ***Press {{KeyPress| | + | ***Press {{KeyPress|ESC}}. |
**Click {{Button|Finish Editing}} and click {{Button|Accept}}. | **Click {{Button|Finish Editing}} and click {{Button|Accept}}. | ||
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*In {{DataPrompt|Description:}} enter {{DataValue|Halloween Filter}}. | *In {{DataPrompt|Description:}} enter {{DataValue|Halloween Filter}}. | ||
*Click {{Button|OK}}. | *Click {{Button|OK}}. | ||
− | **Click on {{Button|Sort Order}} against {{DataPrompt|Var.1}} enter {{DataValue|A02}} and press {{KeyPress| | + | **Click on {{Button|Sort Order}} against {{DataPrompt|Var.1}} enter {{DataValue|A02}} and press {{KeyPress|ESC}}. |
**Click on {{Button|Range Filter (1)}}. | **Click on {{Button|Range Filter (1)}}. | ||
− | **#Below {{DataPrompt|Var}} enter {{DataValue|A01}} and press {{KeyPress| | + | **#Below {{DataPrompt|Var}} enter {{DataValue|A01}} and press {{KeyPress|ENTER}} twice, then enter a capital {{DataValue|S}} below {{DataPrompt|Limit/Comparison}}, then press {{KeyPress|ENTER}} twice. |
− | **#Below {{DataPrompt|A01}} enter {{DataValue|D13}} and press {{KeyPress| | + | **#Below {{DataPrompt|A01}} enter {{DataValue|D13}} and press {{KeyPress|ENTER}} twice, then enter a {{DataValue|<Nowiki>>=</Nowiki>}} below {{DataValue|<Nowiki>=</Nowiki>}} in the {{DataPrompt|Op.}} column, then press {{KeyPress|ENTER}} and enter {{DataValue|28/10/2012}}, then press {{KeyPress|ENTER}} twice. |
− | **#Below {{DataValue|D13}} enter another {{DataValue|D13}} and press {{KeyPress| | + | **#Below {{DataValue|D13}} enter another {{DataValue|D13}} and press {{KeyPress|ENTER}} twice, then enter a {{DataValue|<Nowiki><=</Nowiki>}} below {{DataValue|<Nowiki>>=</Nowiki>}} in the {{DataPrompt|Op.}} column, then press {{KeyPress|ENTER}} and enter {{DataValue|31/10/2012}}, then press {{KeyPress|ESC}}. |
**Click on {{Button|Column Details}}. | **Click on {{Button|Column Details}}. | ||
− | ***Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}} {{DataValue|1/01}}. | + | ***Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}}{{DataValue|1/01}}. |
− | ***Then press {{KeyPress| | + | ***Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}. |
− | ***Then press {{KeyPress| | + | ***Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|Text :}} and type {{KeyPress|Y}}. |
− | ***Then press {{KeyPress| | + | ***Then press {{KeyPress|ESC}} and click {{Button|Accept}}, then press {{KeyPress|ESC}}. |
**Click on {{Button|Output Options}}. | **Click on {{Button|Output Options}}. | ||
***Set the {{DataPrompt|Style :}} to {{DataValue|R}}. | ***Set the {{DataPrompt|Style :}} to {{DataValue|R}}. | ||
***Set the {{DataPrompt|Output :}} to {{DataValue|I}}. | ***Set the {{DataPrompt|Output :}} to {{DataValue|I}}. | ||
***Set the {{DataPrompt|Report Category:}} to {{DataValue|INT}}. | ***Set the {{DataPrompt|Report Category:}} to {{DataValue|INT}}. | ||
− | ***Press {{KeyPress| | + | ***Press {{KeyPress|ESC}}. |
**Click {{Button|Finish Editing}} and click {{Button|Accept}}. | **Click {{Button|Finish Editing}} and click {{Button|Accept}}. | ||
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* [[How do I stop PDI's from appearing in the Retention Centre?]] | * [[How do I stop PDI's from appearing in the Retention Centre?]] | ||
− | {{KB_Tags| | + | {{KB_Tags|custom, retention, centre, action, create, make, letter, email, sms, messaging, media, text, customer, marketing, contact, letters, emails, message, messages, bulk, texts, txt, txts, wishes, greetings, bday, xmas, market}} |
− | {{ | + | {{Guide}}{{KB_ST}}{{KB_VS}}{{KB_WS}}{{ZN_Accounts}}{{ZN_Admin}} |
Revision as of 06:32, 22 December 2018
Contents
Summary
This article will explain how to create a custom Retention Centre Action.
More Information
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Retention Centre Settings". This holds all the Retention Centre settings, so you can create a Unit Sales, Workshop or normal customer Retention Centre action from here.
Creating the Action
To create a new action, you will need to:
- Press <Alt+F10> to create a new Retention Centre action.
- On "Action:" enter a 'Description' for the action.
- On "System:" select the system to which this action applies, either 'Accounts', 'Vehicle Sales' or 'Workshop'.
- Enter the number of days from the event at which the action will be triggered in both the:
- "From:" which is the upper limit of days.
- "To:" which is the lower limit of days.
- If the retention centre action is to have a follow up then:
- Enter the 'User Code' of the "Sales person to pursue:".
- The number of 'days' in the "Follow days:" before pursuing the retention centre action.
- Enter the 'User Code' of the employee for whom the follow up task will be created in the "Employee task:".
- Enter the Media Preference by entering a number from '0' to '3' against "Mail:", "SMS:" and "E-mail:".
Entering '0' here will disable the media type. Entering '3' makes the relevant medium your preferred method and entering a '1' sets it to the least preferred method of contact. |
- If you want the Retention Centre action to print out an address label in conjunction with the "Mail:" media preference, set "Labels:" to 'Yes'.
- On "Block days:" enter the number of 'days' after which to block the repetition of the retention centre action.
- Select the "Report range:" on whether the retention centre action will be produced by 'Account', 'Vehicle' or 'Job'.
All that is left is to assign the media output, whether this is a report or a message.
Selecting Media Output
In order to select the output option you will need to click on the output option you want to set and press <F2>.
- On "Output type:" select either 'Report' to use a standard/user report or a 'Message'.
- If you selected 'Report' then you will need to select:
- "Report system:" - Which part of the system the report is located, whether it be 'Reports & Settings', 'Unit Sales' or 'Workshop'.
- "Report type:" - Whether or not the report is a 'System' or a 'User' report.
- "Report Code:" - The 'Unique Code' of the report.
- If you selected 'Message' then you will need to 'type' the text of the "Message:" here.
- Click [Close] or press <Esc> to save the settings.
Please see below for an example of a "Media Output" report. |
Now that you have created a new action and have assigned the media output you will need to save the set-up, this is done by simply exiting out of the " Customer Retention Settings". |
Triggering the Action to Run
In order to trigger the newly created Retention Centre Action, you will need to add a filter report that commands how the action runs. To do this you will need to highlight the newly created Retention Centre Action and press <F7> or click on the [Filter] button at the bottom of the screen.
- Here you will need to enter details of the report you will use as a filter.
- "Report System:" - Enter the area of the system where the report is located, whether that is, 'Reports & Settings', 'Unit Sales' or 'Workshop'.
- "Report type:" - Whether or not the report is a 'System' or 'User' report.
- "Report Code:" - The 'Unique Code' of the report.
- Press <Esc> or click [Close] to save the settings.
Please see below for an example of the "Filter" report. |
Example of a Media Output Report and Filter Report
This example is assuming that the Media Selection is going to be a report and that it only sends out a "Happy Halloween" message to all customers via a SMS message.
The two reports are going to be customer-based and are written in the Accounts Reports Generator. Go to " Reports & Settings Reports Accounts Report Generator".
Creating a Media Output Report
- Press <F6> or click [Add] to create a new report.
- In "Report code:" enter '~HA'.
- In "Description:" enter 'SMS Halloween Wishes'.
- Click [OK].
- Click on [Sort Order] against "Var.1" enter 'A02' and press <Esc>.
- Click on [Range Filter (1)], below "Var" enter 'A01' and press <Enter> twice, then enter a capital 'S' below "Limit/Comparison", then press <Esc>.
- Click on [Column Details].
- Press <F2> creating "Row/Col No.:"'1/01'.
- Then press <Enter> twice leaving you on "Column Type :" enter a capital 'Q'.
- Then press <Enter> leaving you on "Text :" and type <Everybody at>.
- Then press <Esc> and click [Accept].
- Press <F2> creating "Row/Col No.:"'1/02'.
- Then press <Enter> twice leaving you on "Column Type :" enter a capital 'F'.
- Then press <Enter> leaving you on "File Var. :" and enter 'D20'.
- Then press <Esc> and click [Accept].
- Press <F2> creating "Row/Col No.:"'1/03'.
- Then press <Enter> twice leaving you on "Column Type :" enter a capital 'Q'.
- Then press <Enter> leaving you on "Text :" and type <would like to wish you a Spooky Ghoulish Halloween. Dont>.
- Then press <Esc> and click [Accept].
- Press <F2> creating "Row/Col No.:"'1/04'.
- Then press <Enter> twice leaving you on "Column Type :" enter a capital 'Q'.
- Then press <Enter> leaving you on "Text :" and type <forget to carve those Awesome Pumpkins.>.
- Then press <Esc> and click [Accept], then press <Esc>.
- Press <F2> creating "Row/Col No.:"'1/01'.
- Click on [Output Options].
- Set the "Style :" to 'E', the "Del. :" to 'a space' and set "Quotes :" to 'N'.
- Set the "Output :" to 'P'.
- Set "Printer Rec.:" to your 'Silent SMS' print record. As standard this will be "93".
- Press <Esc>.
- Click [Finish Editing] and click [Accept].
Creating a Filter Report
- Press <F6> or click [Add] to create a new report.
- In "Report code:" enter '~HF'.
- In "Description:" enter 'Halloween Filter'.
- Click [OK].
- Click on [Sort Order] against "Var.1" enter 'A02' and press <Esc>.
- Click on [Range Filter (1)].
- Below "Var" enter 'A01' and press <Enter> twice, then enter a capital 'S' below "Limit/Comparison", then press <Enter> twice.
- Below "A01" enter 'D13' and press <Enter> twice, then enter a '>=' below '=' in the "Op." column, then press <Enter> and enter '28/10/2012', then press <Enter> twice.
- Below 'D13' enter another 'D13' and press <Enter> twice, then enter a '<=' below '>=' in the "Op." column, then press <Enter> and enter '31/10/2012', then press <Esc>.
- Click on [Column Details].
- Press <F2> creating "Row/Col No.:"'1/01'.
- Then press <Enter> twice leaving you on "Column Type :" enter a capital 'Q'.
- Then press <Enter> leaving you on "Text :" and type <Y>.
- Then press <Esc> and click [Accept], then press <Esc>.
- Click on [Output Options].
- Set the "Style :" to 'R'.
- Set the "Output :" to 'I'.
- Set the "Report Category:" to 'INT'.
- Press <Esc>.
- Click [Finish Editing] and click [Accept].
See also
- How do I use the Retention Centre?
- How do I Configure the Retention Centre?
- How do I filter out Customers I don't want to Contact?
- How do I stop PDI's from appearing in the Retention Centre?