Difference between revisions of "How do I create a custom Retention Centre action?"

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== Summary ==
 
== Summary ==
 
This article will explain how to create a custom Retention Centre Action.
 
This article will explain how to create a custom Retention Centre Action.
  
 
== More Information ==
 
== More Information ==
−
In Order to create a custom "Retention Centre" Action you will need go to:
+
Go to {{PlatinumSettings|Retention Centre Settings}}. This holds all the Retention Centre settings, so you can create a {{VS}}, {{WS}} or normal customer Retention Centre action from here.
−
*{{Menu|Reports & Parameters|Maintenance Options|System Administrator|Retention Centre Parameters}}. ''The reason to come here is because it holds all the "Retention Centre" parameters, so you can create a Vehicle Sales, Workshop or normal customer "Retention Centre".''
 
  
 
=== Creating the Action ===
 
=== Creating the Action ===
−
Now that you are in the retention centre parameters you will need to create a new action, to do this you will need to:
+
To create a new action, you will need to:
−
* Press {{KeyPress|A-F10}} to create a new Retention Centre.
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* Press {{KeyPress|A-F10}} to create a new Retention Centre action.
 
**On {{DataPrompt|Action:}} enter a {{DataValue|Description}} for the action.
 
**On {{DataPrompt|Action:}} enter a {{DataValue|Description}} for the action.
−
**On {{DataPrompt|System:}} select which system the retention centre applies to. ''Either {{DataValue|Accounts}}, {{DataValue|Vehicle}} or {{DataValue|Workshop}}''.
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**On {{DataPrompt|System:}} select the system to which this action applies, either {{DataValue|Accounts}}, {{DataValue|Unit Sales}} or {{DataValue|Workshop}}.
−
**Enter the amount of days from the event to which the action will be triggered in both the:
+
**Enter the number of days from the event at which the action will be triggered in both the:
 
***{{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 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 amount 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 who 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:}}.{{Information|iconsize=small|text=Entering {{DataValue|0}} here will disable the media type. Entering {{DataValue|3}} makes the media your preferred method and entering a {{DataValue|1}} sets it to the least preferred method of contact.}}
+
**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
 +
 
 +
{{DataValue|3}} makes the relevant medium your preferred method and entering a {{DataValue|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 {{DataPrompt|Mail:}} media preference, set {{DataPrompt|Labels:}} to {{DataValue|Yes}}.
 
**If you want the Retention Centre action to print out an address label in conjunction with the {{DataPrompt|Mail:}} media preference, set {{DataPrompt|Labels:}} to {{DataValue|Yes}}.
−
**On {{DataPrompt|Block days:}} enter the amount of {{DataValue|days}} that will block the repetition of the retention centre action.
+
**On {{DataPrompt|Block days:}} enter the number of {{DataValue|days}} after which to block the repetition of the retention centre action.
−
**Select the {{DataPrompt|Report range:}} on whether the retention centre action will be produced by {{DataValue|Account}}, {{DataValue|Vehicle}} or {{DataValue|Job}}.
+
**Select the {{DataPrompt|Report range:}} on whether the retention centre action will be produced by {{DataValue|Account}}, {{DataValue|Unit}} or {{DataValue|Job}}.
−
All that is left, is to assign the media output, whether this is a report or a message.
+
All that is left is to assign the media output, whether this is a report or a message.
  
 
==== Selecting Media Output ====
 
==== 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 {{KeyPress|F2}}.
 
In order to select the output option you will need to click on the output option you want to set and press {{KeyPress|F2}}.
 
*On {{DataPrompt|Output type:}} select either {{DataValue|Report}} to use a standard/user report or a {{DataValue|Message}}.
 
*On {{DataPrompt|Output type:}} select either {{DataValue|Report}} to use a standard/user report or a {{DataValue|Message}}.
−
#If you selected {{DataValue|Report}} then you will need to select the:
+
#If you selected {{DataValue|Report}} then you will need to select:
−
#*{{DataPrompt|Report system:}} - Which part of the system the report is located, whether it be {{DataValue|Reports & Parameters}}, {{DataValue|Vehicle Sales}} or {{DataValue|Workshop}}.
+
#*{{DataPrompt|Report system:}} - Which part of the system the report is located, whether it be {{DataValue|{{RP}}}}, {{DataValue|{{VS}}}} or {{DataValue|{{WS}}}}.
 
#*{{DataPrompt|Report type:}} - Whether or not the report is a {{DataValue|System}} or a {{DataValue|User}} report.
 
#*{{DataPrompt|Report type:}} - Whether or not the report is a {{DataValue|System}} or a {{DataValue|User}} report.
 
#*{{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}} out what the {{DataPrompt|Message:}} is to read.
+
#If you selected {{DataValue|Message}} then you will need to {{DataValue|type}} the text of the {{DataPrompt|Message:}} here.
−
*Once happy with the configuration click {{Button|Close}} or press {{KeyPress|Esc}} to save the settings.
+
*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|Please see [[How do I Create a Custom Retention Centre Action?#Sample of a Custom Action Media Output Report and Filter Report|below]] for an example of a "Media Output" report.}}
+
{{Note|text=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 {{Menu|Customer Retention Settings}}.}}
−
{{Note|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 Parameters".}}
 
  
 
==== Triggering the Action to Run ====
 
==== 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 {{KeyPress|F7}} or click on the {{Button|Filter}} button at the bottom of the screen.
+
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 {{KeyPress|F7}} or click on the {{Button|Filter}} button at the bottom of the screen.
  
−
*Here you will need to enter details of the report you will use for a filter.
+
*Here you will need to enter details of the report you will use as a filter.
−
**{{DataPrompt|Report System:}} - Enter the area of the system where the report is located, whether that is, {{DataValue|Reports & Parameters}}, {{DataValue|Vehicle Sales}} or {{DataValue|Workshop}}.
+
**{{DataPrompt|Report System:}} - Enter the area of the system where the report is located, whether that is, {{DataValue|{{RP}}}}, {{DataValue|{{VS}}}} or {{DataValue|{{WS}}}}.
 
**{{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.
−
*Once done press {{KeyPress|Esc}} or click {{Button|Close}} to save the settings.
+
*Press {{KeyPress|ESC}} or click {{Button|Close}} to save the settings.
−
 
 
  
−
{{Tip|Please see [[How do I Create a Custom Retention Centre Action?#Sample of a Custom Action Media Output Report and 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.}}
  
−
=== Sample of a Custom Action Media Output Report and 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 that sends out a "Happy Halloween" message to all customers but only by 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". So you will need to get by going to: {{Menu|Reports & Parameters|Reports|Accounts Report 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}}.
  
−
;Creating the Media Output Report
+
==== Creating a Media Output Report ====
−
:Press {{KeyPress|F6}} or click {{Button|Add}} to create a new report.
+
*Press {{KeyPress|F6}} or click {{Button|Add}} to create a new report.
−
:In {{DataPrompt|Report code:}} enter {{DataValue|~HA}}.
+
*In {{DataPrompt|Report code:}} enter {{DataValue|~HA}}.
−
:In {{DataPrompt|Description:}} enter {{DataValue|SMS Halloween Wishes}}.
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*In {{DataPrompt|Description:}} enter {{DataValue|SMS Halloween Wishes}}.
−
:Click {{Button|OK}}.
+
*Click {{Button|OK}}.
−
:*Click on {{Button|Sort Order}} against {{DataValue|Var.1}} enter {{DataValue|A02}} and press {{KeyPress|Esc}}.
+
**Click on {{Button|Sort Order}} against {{DataPrompt|Var.1}} enter {{DataValue|A02}} and press {{KeyPress|ESC}}.
−
:*Click on {{Button|Range Filter (1)}}, below {{DataValue|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|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|Enter}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}.
+
**#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type:}} enter a capital {{DataValue|Q}}.
−
:*#*Then press {{KeyPress|Enter}} leaving you on {{DataPrompt|Text :}} and type {{KeyPress|Everybody at}}.
+
**#*Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|Text:}} and type {{KeyPress|Everybody at}}.
−
:*#*Then press {{KeyPress|Esc}} and click {{Button|Accept}}.
+
**#*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|Enter}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|F}}.
+
**#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type:}} enter a capital {{DataValue|F}}.
−
:*#*Then press {{KeyPress|Enter}} leaving you on {{DataPrompt|File Var. :}} and enter {{DataValue|D20}}.
+
**#*Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|File Var.:}} and enter {{DataValue|D20}}.
−
:*#*Then press {{KeyPress|Esc}} and click {{Button|Accept}}.
+
**#*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|Enter}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}.
+
**#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type:}} enter a capital {{DataValue|Q}}.
−
:*#*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|ENTER}} leaving you on {{DataPrompt|Text:}} and type {{KeyPress|would like to wish you a Spooky Ghoulish Halloween. Dont}}.
−
:*#*Then press {{KeyPress|Esc}} and click {{Button|Accept}}.
+
**#*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|Enter}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}.
+
**#*Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type:}} enter a capital {{DataValue|Q}}.
−
:*#*Then press {{KeyPress|Enter}} leaving you on {{DataPrompt|Text :}} and type {{KeyPress|forget to carve those Awesome Pumpkins.}}.
+
**#*Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|Text:}} and type {{KeyPress|forget to carve those Awesome Pumpkins.}}.
−
:*#*Then press {{KeyPress|Esc}} and click {{Button|Accept}}, then press {{KeyPress|Esc}}.
+
**#*Then press {{KeyPress|ESC}} and click {{Button|Accept}}, then press {{KeyPress|ESC}}.
−
:*Click on {{Button|Output Options}}.
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**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}}.
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:**Set {{DataPrompt|Printer Rec.:}} to your {{DataValue|Silent SMS}} print record. ''As standard this will be "93".''
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***Set {{DataPrompt|Printer Rec.:}} to your {{DataValue|Silent SMS}} print record. ''As standard this will be "93".''
−
:**Press {{KeyPress|Esc}}.
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***Press {{KeyPress|ESC}}.
−
:*Click {{Button|Finish Editing}} and click {{Button|Accept}}.
+
**Click {{Button|Finish Editing}} and click {{Button|Accept}}.
  
 +
==== Creating a Filter Report ====
 +
*Press {{KeyPress|F6}} or click {{Button|Add}} to create a new report.
 +
*In {{DataPrompt|Report code:}} enter {{DataValue|~HF}}.
 +
*In {{DataPrompt|Description:}} enter {{DataValue|Halloween Filter}}.
 +
*Click {{Button|OK}}.
 +
**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|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|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|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}}.
 +
***Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}}{{DataValue|1/01}}.
 +
***Then press {{KeyPress|ENTER}} twice leaving you on {{DataPrompt|Column Type:}} enter a capital {{DataValue|Q}}.
 +
***Then press {{KeyPress|ENTER}} leaving you on {{DataPrompt|Text:}} and type {{KeyPress|Y}}.
 +
***Then press {{KeyPress|ESC}} and click {{Button|Accept}}, then press {{KeyPress|ESC}}.
 +
**Click on {{Button|Output Options}}.
 +
***Set the {{DataPrompt|Style:}} to {{DataValue|R}}.
 +
***Set the {{DataPrompt|Output:}} to {{DataValue|I}}.
 +
***Set the {{DataPrompt|Report Category:}} to {{DataValue|INT}}.
 +
***Press {{KeyPress|ESC}}.
 +
**Click {{Button|Finish Editing}} and click {{Button|Accept}}.
  
−
;Creating the Filter Report
+
== See also ==
−
:Press {{KeyPress|F6}} or click {{Button|Add}} to create a new report.
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* [[Getting started - Retention Centre]]
−
:In {{DataPrompt|Report code:}} enter {{DataValue|~HF}}.
+
* [[How do I configure the Retention Centre?]]
−
:In {{DataPrompt|Description:}} enter {{DataValue|Halloween Filter}}.
+
* [[How do I filter out customers I don't want to contact?]]
−
:Click {{Button|OK}}.
+
* [[How do I stop PDI's from appearing in the Retention Centre?]]
−
:*Click on {{Button|Sort Order}} against {{DataValue|Var.1}} enter {{DataValue|A02}} and press {{KeyPress|Esc}}.
 
−
:*Click on {{Button|Range Filter (1)}}
 
−
:*#Below {{DataValue|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|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 {{DataPrompt|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}}.
 
−
:**Press {{KeyPress|F2}} creating {{DataPrompt|Row/Col No.:}} {{DataValue|1/01}}.
 
−
:**Then press {{KeyPress|Enter}} twice leaving you on {{DataPrompt|Column Type :}} enter a capital {{DataValue|Q}}.
 
−
:**Then press {{KeyPress|Enter}} leaving you on {{DataPrompt|Text :}} and type {{KeyPress|Y}}.
 
−
:*#*Then press {{KeyPress|Esc}} and click {{Button|Accept}}, then press {{KeyPress|Esc}}.
 
−
:*Click on {{Button|Output Options}}.
 
−
:**Set the {{DataPrompt|Style :}} to {{DataValue|R}}.
 
−
:**Set the {{DataPrompt|Output :}} to {{DataValue|I}}.
 
−
:**Set the {{DataPrompt|Report Category:}} to your {{DataValue|INT}}.
 
−
:**Press {{KeyPress|Esc}}.
 
−
:*Click {{Button|Finish Editing}} and click {{Button|Accept}}.
 
  
−
== See Also ==
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{{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}}
 +
{{How}}{{Guide}}{{KB_ST}}{{KB_VS}}{{KB_WS}}{{ZN_Accounts}}{{ZN_Admin}}

Latest revision as of 05:33, 19 June 2019

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', 'Unit 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', 'Unit' 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'.
  1. 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.
  2. 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].
      1. 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].
      2. 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].
      3. 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].
      4. 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>.
    • 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)].
      1. Below "Var" enter 'A01' and press <Enter> twice, then enter a capital 'S' below "Limit/Comparison", then press <Enter> twice.
      2. 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.
      3. 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


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