Alerts based on In-activity
Welcome to week #21 of the
KnowledgeSync Educational Bulletin for Business Partners
and clients who are using KnowledgeSync.
This week's question:
I've got a client who sells their products to the same
customers, month after month. But sometimes a client
stops buying - and they want to know about it. Is there
a way to configure an event that sends an alert about a
client who has NOT had an sales orders within a certain
timeframe?
Answer:
Great question - and this happens to be one of the first
scenarios that KnowledgeSync was ever used for. Looking
for inactivity - prospects not been contacted, clients
who haven't purchased, or customers who haven't called
into support is a terrific use of KnowledgeSync.
But this is a more complex event. After all, if a sales
order file has no orders for a client, how is
KnowledgeSync to identify that client? What you need to
do is create an event that uses 2 queries - the first
query creates a list of customer records, and the second
query "counts" the number of orders (or other
activities) for each client. Any client who has zero
orders/activities meets your criteria.
Consider an event that identifies clients who have not
purchased within 30 days:
1. Create query #1 called "Client Listing" that lists
all of the clients in the database. Select the "client"
table and choose a "unique" column (e.g., "client ID").
2. Note the "Customized Name" for this column (e.g., "CLIENT_ID").
3. Create query #2 called "Link To; Clients with No
Orders Within 30 Days". Choose the table that stores the
order records.
4. In the "Columns" tab, choose only one column - the
column that uniquely identifies each order record (e.g.,
"orderno"). Change the Column Type to "Count".
5. Go to the "Filters" tab and put in the date criteria
during which you are looking for no activity (order date
is within 30 days).
6. We now link this query with the first query. So -
create a filter on the "client ID" field, choose an
Operator of "equal to", and in Compare Value, key in {CLIENT_ID}
(the customized name of the same field from the first
query).
7. Go to the Sub-Filters tab. Since we want only those
clients who had ZERO sales in the past 30 days, create a
sub-filter on the "count of order records", specify an
operator of "equal to" and a Compare Value of '0'
(zero).
That's all there is to it. If you need assistance
designing an "inactivity" event, just contact Don Farber
at farber@vineyardsoft.com.
Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com
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