retailCRM Documentation

ActionAssistant

ActionAssistant - is an assistant, containing a set of different mechanics for obtaining repeated sales and increasing turnover.

Setting of ActionAssistant in marketplace

Important! It’s necessary to remove demo-data in an account to work with ActionAssistant.

Pay attention that there are demonstration data that are not processed and don’t generate events in the demo system.

It’s necessary to go in administration> integration> ActionAssistant tab to activate ActionAssistant.

Note: ActionAssistant is not available for accounts that are contained with demo-data.

“Limit number of communications with customer” setting allows to limit sending of messages to clients. When you activate this setting, “Maximum number of communications with customer” setting becomes active. This setting allows to specify numbers of sent messages to clients for the certain period. For example, 2 messages for 7 days.

Note: communications and messages are total quantity of sms and emails.

Pay attention that communications beyond the specified limit won’t be sent.

Cancelled communications are fixed in the Action log and they are available in ActionAssistant in client or order cards.

Mechanics

Mechanics are displayed in this tab. There are certain parameters for every mechanic and the activity is fixed by these parameters.

The rules of each mechanic have a set of parameters for generating events.

List of ActionAssistant mechanics

Rules list

You can create a rule that will apply to this mechanic.

Each rule has a counter that shows the coverage (the number of clients that fall under the current rule condition at the moment), rule triggering, sales (how many sales were made using the rule), rule conversion (the ratio of successful triggers to all triggers), and the sales amount.

The following describes the action for this rule, such as sending a message.

In the case when the action "Send Email by template" or "Send SMS by template" is selected, the statistics of sent, opened and achived messages in percent will be displayed to the right of the action name.

When you click on a rule, a card opens, where all data with more extended information is displayed.

The rule card

Regardless of the mechanics in the card, the rules always display blocks of segments and actions, and each specific mechanic contains different sets of conditions in the rules.

Set of conditions for mechanics:

Regular consumption items

Upsells to purchased items

Note: you can set a number of conditions in the template by which the system will determine which products need to be inserted into the message. These conditions are specified on the basis of twig-templates. For example, the most sold or the most viewed or products on the pages of which customers spent the most time. You can specify additional filters, for example, a selection based on the date of sales of these products or filter by a specific property and so on.

Personal dates

Seasons and holidays

Time since the last purchase

Items view

Note: if a segment is selected in the condition, when clicking on its name you will switch to the settings of this segment.

Editing and creating of the new rule

To edit the rule, click the "Edit rule" button. After clicking the same rule will open, but with fields that can be edited.

Customer segment

A segment is selected to interact with the rule in this block. The segment type (static / dynamic), segment coverage, and rule coverage in the segment are also displayed (showing the number of clients that match this rule for the coverage of the segment).

A slider with two positions is displayed: "All" and "Any of" on the right side of the block with segments. This slider sets the type of condition pooling to segments:

Actions for the rule

The automatically performed action is selected for this rule.

If you choose the action "Send Email by template" or "Send SMS by template", you can create a template with the data filled in using the "Save as template" button in the lower left corner of the window.

List of actions:

Saved templates are available in one click in the same window and are displayed to the left of the data padding area.

You can remove a template you do not need by clicking the trash icon to the right of the template.

You can specify a restriction on the action when adding an action to send a message / SMS

Note that without the selected action for the rule, ActionAssistant works only to collect information.

The settings show:

You can select the interval for which the rule triggers.

Note: the rule actions are executed at the specified time interval before and after the rule conditions are met.

ActionAssistant in the order and client card

ActionAssistant block is on the left in the client card.

The actions that will be applied to the client according to the rules of ActionAssistant are displayed in this block.

Note: actions with the client are displayed taking into account all system limitations. Actions that are canceled due to communication restrictions or manually canceled are also visible.

When you click on the title you will be taken to the ActionAssistant rule.

If you need to prevent the rule from working, you can cancel it by clicking on the "Cancel" button of the same name. After canceling you will see a corresponding message.

The same ActionAssistant block is displayed in the order card at the bottom right of the page. If the rule is canceled in the customer's card, it is automatically canceled in the order. And vice versa.

In the action log, which is located under Administration > Settings > Action Log, corresponding entries will appear when the rules are executed / not executed.


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Page last modified on September 20, 2018, at 09:59 AM