retailCRM Documentation

Rules

Please note that this article is relevant for retailCRM 7.0. The documentation for retailCRM 6.0 is located here.

ActionAssistant is an assistant with a set of different mechanics for getting repeated sales and increasing goods turnover.

ActionAssistant settings in marketplace

Important! To work with the rules, delete the demo data in the system.

Please note that demo data in the demo system is not processed and does not generate events.

For activating ActionAssistant functionality, open the section Administration > Integration > ActionAssistant. ActionAssistant is enabled in the system by default.

Note: rules are not available for accounts with dev mode.

The setting “Limit number of communications with customer” allows to limit sending messages to a customer. If this setting is enabled, additional setting “Maximum number of communications with customer” appears, allowing to set the number of messages to be sent for the time period to the customer. For example, 2 messages for 7 days.

Note: communications and messages are the total number of Emails and SMS.

Please note that communications which will exceed the specified limit will not be sent.

Cancelled communications are recorded in the action log and are available in the ActionAssistant block of a customer or an order page.

Mechanics

Mechanics are displayed in this tab. There are special parameters for each mechanics for activity measurement and generating events. Different actions may be initiated by those events, for example, sending an Email message with template.

List of mechanics in rules

Rules list

The rule on the particular mechanics is created on the mechanics page.

Each rule has a counter with the coverage (number of customers in the rule at the moment), rule execution (triggers), sales (how many sales were made by means of this rule), rule conversion (the ratio of successful executions to all executions) and sales amount.

An example of action for this rule is described below (sending a message).

If such actions as “Send an Email with template” or “Send SMS with template” are selected, the statistics of the sent and opened messages in percent will be displayed to the right of the action.

When clicking the rule, a page with the detailed information opens.

Rule page

Segments and actions blocks are always displayed on the rule page regardless of the mechanics. Each mechanics has different conditions in its rules. Set of conditions by the mechanics:

Regular consumption items

Upsells to purchased items

Note: different conditions can be set in the template by which the system will find and add to the message the most relevant products. These conditions are set by means of twig templates. For example, the most sold or viewed products. It is possible to specify additional filters, for instance, selection by order creation date (from March 10 to 20) or to filter by the certain property and so on.

Personal dates

Seasons and holidays

Time since the last purchase

Please note that this mechanics reacts only to the status group “Completed”. This means that the time since the last purchase is the time after the order has been completed.

Items view

Note: if there is a segment in the conditions to the rule, then, by clicking its name, you will find yourself in the settings of this segment.

Creating a new rule

To create the rule, click on the “New rule” button. After clicking, the page with available fields for editing opens.

Customer segment

The segment for the rule is selected in this block. The following things are also displayed here: segment type (static/dynamic), segment coverage and rule coverage in the segment (number of customers for whom this rule can be executed). The option button “All” / “Any of” is displayed to the right of the segment block. The option button sets the method for applying conditions by the segments.

Actions for the rule

The action to be executed automatically for this rule is selected here.

When selecting the action “Send an Email with template” or “Send SMS with template”, it is possible to create a template with the entered data by means of the button “Save as template”.

Please note that when selecting the action “Send an Email with template”, it is necessary to insert a link for unsubscription from a mailing in the very template. If the customer clicks the link, he/she will be unsubscribed from the mailing automatically. This information is displayed on the customer page (“Email subscription” field).

List of actions:

There is a column “Use in conversion calculation” in the list of actions. This column is for selecting the action on which the conversion will be calculated. If no action is selected, the conversion will be calculated by default by the first action in the list.

Conversion calculation depends on the action type:

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

Templates can be deleted by clicking a recycle bin icon.

Time limits for action execution are set up after adding the action on sending an Email or SMS.

Please note that if the action is not selected, the rule gathers the information only.

Rule settings are to the right of the main blocks.

are displayed in the rule settings.

You can select the interval for the rule execution.

Note: rule actions are executed at the specified interval before and after the execution of the rule conditions.

Rules on customer/order page

Rules block is located at the bottom left of the customer page.

Actions which will be executed on the customer according to the conditions specified in the rules are displayed in this block.

Note: all actions on the customer are displayed in the system, even those which were cancelled because of communications limits or those which were cancelled manually.

When clicking the rule name, you will find yourself in the rule.

It is possible to cancel execution of the rule, if necessary. Click on the “Cancel” button for this.

On the order page the same rules block is displayed at the bottom right. If the rule is cancelled on the customer page, it is cancelled in the order automatically. And vice versa.

Information about execution or non-execution of the rules is recorded in the Action log (Administration > Settings > Action log).

Also, executions of the rules can be viewed in the special section “Rule executions”. Read more about this section in the article.


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Page last modified on April 12, 2019, at 12:20 PM