Wiki source code of 3.2. Triggers
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35.1 | 1 | A **trigger** is an event that activates a [[campaign>>doc:Main.Usage.Smart_Communications.Campaigns.WebHome]]. Each trigger type has its own set of parameters. The trigger outputs an array of [[customer profiles>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="Profile"]] that meet the condition defined in the trigger. |
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1.1 | 2 | |
| 3 | (% class="box" %) | ||
| 4 | ((( | ||
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23.1 | 5 | **Trigger example**: Days since registration. This trigger includes all customers who registered N days ago. Thus, the audience updates daily when the trigger fires. |
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1.1 | 6 | ))) |
| 7 | |||
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23.1 | 8 | === Editing a trigger === |
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1.1 | 9 | |
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23.1 | 10 | When creating a new campaign, a trigger is already present in the editing field. The default trigger depends on the enabled functionality: |
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1.1 | 11 | |
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35.1 | 12 | * If both [[receipt>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="H42743543A438"]] and [[order>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="H41743043A43043744B"]] functionality is enabled, the default trigger is **Cheque issued**; |
| 13 | * If only [[order>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="H41743043A43043744B"]] functionality is enabled, the default trigger is **Order created**; | ||
| 14 | * If both [[receipt>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="H42743543A438"]] and [[order>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="H41743043A43043744B"]] options are disabled, the default trigger is **Date has come**. | ||
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19.1 | 15 | |
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23.1 | 16 | To change the campaign’s trigger, double-click it or right-click and select the **Edit** icon. In the dropdown list, select the desired trigger and click **OK**. |
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19.1 | 17 | |
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32.1 | 18 | |(% style="border-color:white; text-align:right; width:30%" %)[[image:image1.png]]|(% style="border-color:white; text-align:left; width:70%" %){{lightbox image="image2.png" width="400"/}} |
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1.1 | 19 | |
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23.1 | 20 | **The following triggers are available in Loymax Smart Communications:** |
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1.1 | 21 | |
| 22 | {{toc start="6"/}} | ||
| 23 | |||
| 24 | (% class="table-bordered" style="width:1447px" %) | ||
| 25 | (% class="info" %)|(% style="width:428px" %)**Trigger**|(% style="width:1010px" %)**Description** | ||
| 26 | |(% style="width:428px" %)((( | ||
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46.1 | 27 | ====== {{id name="abandonedcart"/}}Lost cart on the site ====== |
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1.1 | 28 | )))|(% style="width:1010px" %)((( |
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23.1 | 29 | Detects cases when the customer adds items to the cart but does not place an order. |
| 30 | A cart is considered lost if: | ||
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1.1 | 31 | |
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23.1 | 32 | * the customer added items to the cart, but did not place an order; |
| 33 | * N seconds/minutes/hours have passed since the last cart interaction after viewing (this setting is determined during integration). | ||
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1.1 | 34 | |
| 35 | (% class="box infomessage" %) | ||
| 36 | ((( | ||
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45.1 | 37 | For this trigger to work correctly, the [[JS tracker>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome]] must be configured on the Company’s website. |
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1.1 | 38 | ))) |
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19.1 | 39 | |
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23.1 | 40 | This trigger considers the web event **Order completed** (##order_complete##), which is unrelated to the presence of a receipt. If receipt-based logic is required, add an additional filter by receipt count. |
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1.1 | 41 | ))) |
| 42 | |(% style="width:428px" %)((( | ||
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46.1 | 43 | ====== {{id name="abandonedview"/}}Lost view on the site ====== |
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1.1 | 44 | )))|(% style="width:1010px" %)((( |
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23.1 | 45 | A general trigger for lost category or product views that detects cases where a customer viewed a product or a category on the website but did not add items to the cart. |
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1.1 | 46 | |
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23.1 | 47 | If a customer viewed a product or category, but no **Order completed** (##order_complete##) web event occurred before the trigger chain processing starts (every 5 minutes), the customer is included in the campaign. |
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19.1 | 48 | |
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1.1 | 49 | (% class="box infomessage" %) |
| 50 | ((( | ||
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45.1 | 51 | For this trigger to work correctly, the [[JS tracker>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome]] must be configured on the Partner’s website. |
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1.1 | 52 | ))) |
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19.1 | 53 | |
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37.1 | 54 | The trigger fires only for customers with a **Product view** (##view_product##) or **Category view** (##view_category##) event in the same session, where no **Order completed** (##order_complete##) event occurred. Therefore, it is recommended to place a [[Wait>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HWaitA0"]] action after the trigger, followed by a [[Filter customers>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HFiltercustomersA0"]] action with the following settings: |
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19.1 | 55 | |
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23.1 | 56 | * Online order placed — equals — No; |
| 57 | * Event source: Any — Within the last — 1 day; | ||
| 58 | * Has lost cart — equals — No; | ||
| 59 | * Number of receipts — equals — 0 — within the last — 1 day. | ||
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19.1 | 60 | |
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23.1 | 61 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Filter_customers.png" width="700"/}} |
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1.1 | 62 | ))) |
| 63 | |(% style="width:428px" %)((( | ||
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46.1 | 64 | ====== {{id name="abandonedcatview"/}}Lost view of category ====== |
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1.1 | 65 | )))|(% style="width:1010px" %)((( |
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23.1 | 66 | Detects cases where a customer views a category on the website but does not add items to the cart. |
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1.1 | 67 | |
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23.1 | 68 | If a customer views a category, but no **Order completed** (##order_complete##) event occurs before the trigger chain processing starts (every 5 minutes), the customer is included in the campaign. |
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19.1 | 69 | |
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1.1 | 70 | (% class="box infomessage" %) |
| 71 | ((( | ||
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45.1 | 72 | For this trigger to work correctly, the [[JS tracker>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome]] must be configured on the Partner’s website. |
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1.1 | 73 | ))) |
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19.1 | 74 | |
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23.1 | 75 | The trigger fires for customers who, within the last 2 days, had one of the following events: **Login** (##user_login##), **Page visit** (##user_visit##), or **Subscription** (##subscribe##)—indicating the start of a web session—and also had a **Category view** (##view_category##) event within the last 24 hours, but no **Order completed** (##order_complete##) event. This means the category was viewed, but the goal (order placement on the website or in the Mobile Application) was not achieved. |
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19.1 | 76 | |
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37.1 | 77 | Therefore, we recommend adding a [[Wait>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HWaitA0"]] action after the trigger, followed by a [[Filter customers>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HFiltercustomersA0"]] action with the following settings: |
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19.1 | 78 | |
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23.1 | 79 | * Online order placed — equals — No; |
| 80 | * Event source: Any — Within the last — 1 day; | ||
| 81 | * Has lost cart — equals — No; | ||
| 82 | * Number of receipts — equals — 0 — within the last — 1 day. | ||
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19.1 | 83 | |
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23.1 | 84 | |(% style="border-color:#ffffff; text-align:center" %)[[image:attach:Trigger_example_1.png]] |
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19.1 | 85 | |
| 86 | (% class="box infomessage" %) | ||
| 87 | ((( | ||
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23.1 | 88 | **Note**: |
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19.1 | 89 | |
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23.1 | 90 | * If a customer’s web session lasts longer than two days, they will not be captured by this trigger. |
| 91 | * If a customer places an order and later views other categories without further orders, they will not be captured by this trigger. | ||
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1.1 | 92 | ))) |
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19.1 | 93 | ))) |
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1.1 | 94 | |(% style="width:428px" %)((( |
| 95 | ====== Lost view of product on the site ====== | ||
| 96 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 97 | Detects cases where a customer views a product on the website but does not add it to the cart. |
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1.1 | 98 | |
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23.1 | 99 | If a customer views a product, but no **Order completed** (##order_complete##) event occurs before the trigger chain processing starts (every 5 minutes), the customer is included in the campaign. |
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1.1 | 100 | |
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23.1 | 101 | The trigger fires for customers who had one of the following events: **Login** (##user_login##), **Page visit** (##user_visit##), or **Subscription** (##subscribe##)—marking the start of a web session—and also had a **Product view** (##view_product##) event within the last 24 hours, but no **Order completed** (##order_complete##) event. Web session duration is not considered for this trigger. |
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19.1 | 102 | |
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37.1 | 103 | After the trigger, we recommend adding a [[Wait>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HWaitA0"]] action after the trigger, followed by a [[Filter customers>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HFiltercustomersA0"]] action with the following settings: |
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19.1 | 104 | |
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23.1 | 105 | * Online order placed — equals — No; |
| 106 | * Event source: Any — Within the last — 1 day; | ||
| 107 | * Has lost cart — equals — No; | ||
| 108 | * Number of receipts — equals — 0 — within the last — 1 day. | ||
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19.1 | 109 | |
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32.1 | 110 | |(% style="border-color:#ffffff; text-align:center" %)[[image:attach:Trigger_example_1.png]] |
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19.1 | 111 | |
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23.1 | 112 | You can configure the trigger to fire only for products in a specific price range. If the **Consider price** checkbox is selected, the trigger will activate only for products priced above the specified amount. |
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19.1 | 113 | |
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23.1 | 114 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Lost_view_en.png" width="400"/}} |
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1.1 | 115 | |
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32.1 | 116 | The screenshot shows a configuration example where the trigger fires only when a customer views products priced above 10 RUR. |
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1.1 | 117 | |
| 118 | (% class="box infomessage" %) | ||
| 119 | ((( | ||
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45.1 | 120 | For this feature to work correctly, the [[JS tracker>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome]] must transmit the product price in the ##price## field of the ##view_product## event. |
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1.1 | 121 | ))) |
| 122 | ))) | ||
| 123 | |(% style="width:428px" %)((( | ||
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23.1 | 124 | ====== Anniversary ====== |
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1.1 | 125 | |
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23.1 | 126 | |
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1.1 | 127 | )))|(% style="width:1010px" %)((( |
| 128 | ((( | ||
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23.1 | 129 | Detects X days before/after the anniversary of: |
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1.1 | 130 | |
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23.1 | 131 | * First order/receipt; |
| 132 | * Last order/receipt; | ||
| 133 | * Birthday; | ||
| 134 | * Registration date. | ||
| 135 | |||
| 136 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Anniversary_en.png" width="400"/}} | ||
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1.1 | 137 | ))) |
| 138 | |||
| 139 | ((( | ||
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23.1 | 140 | The trigger allows you to: |
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1.1 | 141 | |
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23.1 | 142 | 1. Select the **event type**: |
| 143 | 1*. Customer registration in the Loyalty Program (on the website, at the POS terminal, or in the Mobile Application); | ||
| 144 | 1*. Customer’s first receipt; | ||
| 145 | 1*. Customer’s last receipt; | ||
| 146 | 1*. Customer’s birthday. | ||
| 147 | 1. Set the **campaign launch interval**, measured in years, months, or days. | ||
| 148 | For example: | ||
| 149 | 1*. Annually; | ||
| 150 | 1*. Every 2 months; | ||
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1.1 | 151 | 1*. Every 10 days. |
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23.1 | 152 | 1. Set a **delay**. |
| 153 | For example: | ||
| 154 | 1*. Send congratulations 15 days before the birthday (delay: “–15 days”); | ||
| 155 | 1*. Award bonuses one week after the first purchase (delay: “+7 days”). | ||
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1.1 | 156 | |
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23.1 | 157 | Trigger usage examples: |
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1.1 | 158 | |
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23.1 | 159 | * Annually, 15 days before the birthday, send a greeting and bonus points. |
| 160 | * Congratulate customers on the anniversary of their first purchase. | ||
| 161 | * Offer participation in a promotion on the anniversary of website registration. | ||
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1.1 | 162 | ))) |
| 163 | ))) | ||
| 164 | |(% style="width:428px" %)((( | ||
| 165 | ====== Days since order ====== | ||
| 166 | )))|(% style="width:1010px" %)((( | ||
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47.1 | 167 | The trigger fires when the specified number of days has passed since the customer placed an online [[order>>doc:Main.Smart_Communications.SMC_Use.E-Commerce.Orders.WebHome]]. |
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1.1 | 168 | |
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23.1 | 169 | For example, customers who haven’t placed a new order within 30 days after their last order: |
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1.1 | 170 | |
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23.1 | 171 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Days_since_order.png" width="400"/}} |
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1.1 | 172 | ))) |
| 173 | |(% style="width:428px" %)((( | ||
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23.1 | 174 | ====== Days since receipt ====== |
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19.1 | 175 | )))|(% style="width:1010px" %)((( |
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23.1 | 176 | The trigger fires when the specified number of days has passed since the receipt appeared in the system. |
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19.1 | 177 | |
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23.1 | 178 | For example, customers who have not made any purchases within 60 days after their last receipt: |
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19.1 | 179 | |
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23.1 | 180 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Days_since_receipt.png" width="400"/}} |
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19.1 | 181 | ))) |
| 182 | |(% style="width:428px" %)((( | ||
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1.1 | 183 | ====== Days since registration ====== |
| 184 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 185 | The trigger fires when the specified number of days has passed since the customer’s registration. |
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1.1 | 186 | |
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35.1 | 187 | The trigger fires only if the **Registration date** field is not empty in the [[customer profile>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="H41F44043E44443843B44C43A43B43843543D442430"]]. |
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1.1 | 188 | ))) |
| 189 | |(% style="width:428px" %)((( | ||
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46.1 | 190 | ====== {{id name="container_add"/}}Added a product to the container ====== |
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1.1 | 191 | )))|(% style="width:1010px" %)((( |
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23.1 | 192 | Detects when a customer adds an item to the specified container. |
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1.1 | 193 | |
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45.1 | 194 | Select the desired container from the dropdown list in the [[**Container**>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome||anchor="HWorkwithcontainers"]] field. |
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1.1 | 195 | |
| 196 | (% class="box infomessage" %) | ||
| 197 | ((( | ||
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23.1 | 198 | **Note**: |
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45.1 | 199 | **Containers** are individual customer item lists. For example, the “Cart” container holds items added to the cart but not yet purchased. Items can be added to a container via an external file or transmitted via the [[JS tracker>>doc:Main.Smart_Communications.SMC_integration.JS_tracker.WebHome]]. |
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1.1 | 200 | ))) |
| 201 | ))) | ||
| 202 | |(% style="width:428px" %)((( | ||
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23.1 | 203 | ====== Item ordered ====== |
| 204 | )))|(% style="width:1010px" %)((( | ||
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47.1 | 205 | Detects when a product is [[ordered>>doc:Main.Smart_Communications.SMC_Use.E-Commerce.Orders.WebHome]] on the website. |
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23.1 | 206 | |
| 207 | To define the order status for which the trigger should fire, fill in the **Order statuses** field. | ||
| 208 | |||
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32.1 | 209 | To select a product, begin typing its name in the **Item** field. Matching products will appear in the list. |
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23.1 | 210 | |
| 211 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Product_ordered.png" width="400"/}} | ||
| 212 | ))) | ||
| 213 | |(% style="width:428px" %)((( | ||
| 214 | ====== Item from specific category ordered ====== | ||
| 215 | )))|(% style="width:1010px" %)((( | ||
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47.1 | 216 | Detects when a product from a specific category is [[ordered>>doc:Main.Smart_Communications.SMC_Use.E-Commerce.Orders.WebHome]]. |
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23.1 | 217 | |
| 218 | To define the order status for which the trigger should fire, fill in the **Order statuses** field by selecting the desired option from the dropdown. | ||
| 219 | |||
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42.1 | 220 | Select the desired [[classifier>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Classifiers.WebHome]] from the **Classifier** dropdown. |
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23.1 | 221 | |
| 222 | To select a category, begin typing its name in the **Category** field. Matching categories will appear in the list. | ||
| 223 | |||
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32.1 | 224 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="order_category.png" width="400"/}} |
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23.1 | 225 | ))) |
| 226 | |(% style="width:428px" %)((( | ||
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1.1 | 227 | ====== Product in cart is low on stock ====== |
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23.1 | 228 | )))|(% style="width:1010px" %)The trigger fires when items placed in the customer’s cart but not purchased are running out of stock. |
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1.1 | 229 | |(% style="width:428px" %)((( |
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48.1 | 230 | ====== {{id name="pricechange_view"/}}The price of the viewed product has changed ====== |
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23.1 | 231 | )))|(% style="width:1010px" %)((( |
| 232 | Detects price changes for products previously viewed by the customer on the website. | ||
| 233 | |||
| 234 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Viewed_product_changed_1.png" width="400"/}} | ||
| 235 | |||
| 236 | Specify the **price change direction** (decreased or increased) and set the **minimum change** value (absolute value or percentage). | ||
| 237 | ))) | ||
| 238 | |(% style="width:428px" %)((( | ||
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1.1 | 239 | ====== Product price has changed ====== |
| 240 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 241 | Detects price changes for a product. |
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1.1 | 242 | |
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23.1 | 243 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Product_price_en.png" width="400"/}} |
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1.1 | 244 | |
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23.1 | 245 | Select the desired container from the **Container** dropdown. |
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1.1 | 246 | |
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23.1 | 247 | Specify the **price change direction** (decreased or increased) and set the **minimum change** value (absolute value or percentage). |
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1.1 | 248 | ))) |
| 249 | |(% style="width:428px" %)((( | ||
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23.1 | 250 | ====== Order status changed ====== |
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19.1 | 251 | )))|(% style="width:1010px" %)((( |
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47.1 | 252 | Detects changes in [[order>>doc:Main.Smart_Communications.SMC_Use.E-Commerce.Orders.WebHome]] status. |
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19.1 | 253 | |
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32.1 | 254 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="order_status_change.png" width="400"/}} |
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19.1 | 255 | |
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32.1 | 256 | Specify the **order search depth** (in days), and select the initial and current order statuses. |
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19.1 | 257 | ))) |
| 258 | |(% style="width:428px" %)((( | ||
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1.1 | 259 | ====== Customer registration ====== |
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23.1 | 260 | )))|(% style="width:1010px" %)Detects when a customer registers in the System. |
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1.1 | 261 | |(% style="width:428px" %)((( |
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23.1 | 262 | ====== Customer registration + filter ====== |
| 263 | )))|(% style="width:1010px" %)Detects when a customer registers in the System and allows an additional filter: **Customer ID contains**. | ||
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1.1 | 264 | |(% style="width:428px" %)((( |
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23.1 | 265 | ====== Viewed the page on the site ====== |
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1.1 | 266 | )))|(% style="width:1010px" %)((( |
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23.1 | 267 | Detects when a customer visits a specific section of the website. |
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1.1 | 268 | |
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23.1 | 269 | To select a section, begin typing its name in the **Section** field. Matching sections will appear in the list. |
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1.1 | 270 | ))) |
| 271 | |(% style="width:428px" %)((( | ||
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46.1 | 272 | ====== {{id name="site_visit"/}}The customer visited the site ====== |
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23.1 | 273 | )))|(% style="width:1010px" %)Detects when a customer visits the website. |
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1.1 | 274 | |(% style="width:428px" %)((( |
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46.1 | 275 | ====== {{id name="product_view"/}}Viewed the product on the site ====== |
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1.1 | 276 | )))|(% style="width:1010px" %)((( |
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23.1 | 277 | Detects when a product is viewed on the website. |
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1.1 | 278 | |
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23.1 | 279 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Viewed_product_en.png" width="400"/}} |
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1.1 | 280 | |
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23.1 | 281 | To select a product, set the condition to **equals** and enter the exact product name from the catalog. Alternatively, select **contains** and begin typing the product name—matching products will appear in the list. This trigger is useful when running promotions for a specific product or its complementary items. |
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1.1 | 282 | ))) |
| 283 | |(% style="width:428px" %)((( | ||
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46.1 | 284 | ====== {{id name="cat_view"/}}Viewed the product category on the site ====== |
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1.1 | 285 | )))|(% style="width:1010px" %)((( |
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23.1 | 286 | Detects when a product from a specific category is viewed. |
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1.1 | 287 | |
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23.1 | 288 | To select a category, begin typing its name in the **Category** field. Matching categories will appear in the list. This trigger can be used when running promotions for a specific product category. |
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1.1 | 289 | ))) |
| 290 | |(% style="width:428px" %)((( | ||
| 291 | ====== Item purchased ====== | ||
| 292 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 293 | Detects when a product is purchased. |
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1.1 | 294 | |
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23.1 | 295 | To select a product, begin typing its name in the **Product** field. Matching products will appear in the list. |
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1.1 | 296 | ))) |
| 297 | |(% style="width:428px" %)((( | ||
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23.1 | 298 | ====== Item from specific category ====== |
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1.1 | 299 | )))|(% style="width:1010px" %)((( |
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23.1 | 300 | Detects when a product from a specific category is purchased. |
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1.1 | 301 | |
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23.1 | 302 | To select a category, begin typing its name in the **Category** field. Matching categories will appear in the list. |
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1.1 | 303 | ))) |
| 304 | |(% style="width:428px" %)((( | ||
| 305 | ====== Date has come ====== | ||
| 306 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 307 | Launches the campaign on the selected date. |
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1.1 | 308 | |
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23.1 | 309 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Due_date_en.png" width="400"/}} |
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1.1 | 310 | |
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44.1 | 311 | In the **Start at ... hours ... minutes** field, you can define the exact time when the trigger should fire. If not specified, the trigger fires at 00:00 on the selected date (based on the time zone configured in **Settings > General settings > **[[Contact details>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="01"]]** > Time zone**). |
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1.1 | 312 | |
| 313 | (% class="box infomessage" %) | ||
| 314 | ((( | ||
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44.1 | 315 | If the first action in the campaign is SMS/push notification delivery, messages may be sent later—during the time window specified in **Settings > General settings > **[[SMS>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="03"]]** > SMS delivery time window**. |
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1.1 | 316 | ))) |
| 317 | |||
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23.1 | 318 | Sometimes it’s necessary to reuse campaigns that start with this trigger. For example, an earlier promotion triggered on the 2nd of last month used a campaign set to launch on the 1st of this month. A few months later, you may need to rerun the same campaign (e.g., with updated start date and message text). |
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1.1 | 319 | |
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23.1 | 320 | In this case, ensure that the **Interval between reentries** value is **shorter** than the time elapsed since the previous campaign launch—otherwise, customers won’t re-enter the campaign, because the System will consider them already processed and exclude them. |
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1.1 | 321 | ))) |
| 322 | |(% style="width:428px" %)((( | ||
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23.1 | 323 | ====== Date come for order ====== |
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1.1 | 324 | )))|(% style="width:1010px" %)((( |
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47.1 | 325 | Launches the campaign a certain number of days before/after/on the date specified in an [[order>>doc:Main.Smart_Communications.SMC_Use.E-Commerce.Orders.WebHome]] field. |
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1.1 | 326 | |
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23.1 | 327 | For example: if the order includes a separate field for pickup deadline, you can configure a reminder that the order will soon be returned. |
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1.1 | 328 | |
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32.1 | 329 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="order_date" width="400"/}} |
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1.1 | 330 | |
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23.1 | 331 | To select the date field, begin typing its name in the **Date field** input. Matching fields will appear in the list. |
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1.1 | 332 | |
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23.1 | 333 | Available options for trigger: |
| 334 | |||
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1.1 | 335 | * On the specified date; |
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23.1 | 336 | * N days before the date; |
| 337 | * N days after the date. | ||
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1.1 | 338 | |
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44.1 | 339 | The trigger fires at 00:00 (according to the time zone configured in **Settings > General settings > **[[Contact details>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="01"]]** > Time zone**). If the subsequent actions are better executed during business hours, add a delay using the [[Wait>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HWaitA0"]] action, or specify a launch time in **Start at ... hours ... minutes**. |
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23.1 | 340 | |
| 341 | If the trigger should fire only for orders with a specific status, select the desired status from the **Order statuses** dropdown. | ||
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1.1 | 342 | ))) |
| 343 | |(% style="width:428px" %)((( | ||
| 344 | ====== Date come for client ====== | ||
| 345 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 346 | Launches the campaign on the date specified in a field of the customer’s profile. |
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1.1 | 347 | |
| 348 | |(% style="border-color:#ffffff; text-align:center" %)[[image:attach:Customer_date.png]] | ||
| 349 | |||
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23.1 | 350 | You can link campaign launches to customer-specific dates, such as: |
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1.1 | 351 | |
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23.1 | 352 | * Birthday; |
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1.1 | 353 | * Registration date; |
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23.1 | 354 | * Date of first receipt; |
| 355 | * Date of last receipt; | ||
| 356 | * Child’s birthday; | ||
| 357 | * Upcoming bonus deactivation date; | ||
| 358 | * RFM segment change date. | ||
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1.1 | 359 | |
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44.1 | 360 | The trigger fires at 00:00 on the specified date (based on the time zone configured in **Settings > General settings > **[[Contact details>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="01"]]** > Time zone**). If subsequent actions are better performed during business hours, add a delay using the [[Wait>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HWaitA0"]] action, or specify a launch time in **Start at ... hours ... minutes**. |
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1.1 | 361 | |
| 362 | (% class="box infomessage" %) | ||
| 363 | ((( | ||
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44.1 | 364 | If the first action in the campaign is SMS/push notification delivery, messages may be sent later—during the time window specified in **Settings > General settings > **[[SMS>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="03"]]** > SMS delivery time window**. |
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1.1 | 365 | ))) |
| 366 | |||
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23.1 | 367 | Sometimes it’s necessary to reuse campaigns that start with the **Customer date reached** trigger. For example, last month you ran a campaign tied to customers’ last receipt dates. A few months later, you may wish to run the same campaign again (e.g., with updated message text). |
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1.1 | 368 | |
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23.1 | 369 | In such cases, ensure that the **Interval between reentries** value is **shorter** than the time elapsed since the previous campaign launch—otherwise, customers won’t re-enter the campaign, because the System will consider them already processed and exclude them. |
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1.1 | 370 | ))) |
| 371 | |(% style="width:428px" %)((( | ||
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23.1 | 372 | ====== Date come for cheque ====== |
| 373 | )))|(% style="width:1010px" %)((( | ||
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43.1 | 374 | Launches the campaign a certain number of days before/after/on the date specified in one of the receipt [[fields>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Data_field.WebHome]]. |
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23.1 | 375 | |
| 376 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Date_for_receipt.png" width="400"/}} | ||
| 377 | |||
| 378 | To select the date field, begin typing its name in the **Date field** input. Matching fields will appear in the list. | ||
| 379 | |||
| 380 | Available options for trigger: | ||
| 381 | |||
| 382 | * On the specified date; | ||
| 383 | * N days before the date; | ||
| 384 | * N days after the date. | ||
| 385 | |||
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44.1 | 386 | The trigger fires at 00:00 (according to the time zone configured in **Settings > General settings > **[[Contact details>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="01"]]** > Time zone**). If subsequent actions are better executed during business hours, add a delay using the [[Wait>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Actions.WebHome||anchor="HWaitA0"]] action, or specify a launch time in **Start at ... hours ... minutes**. |
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23.1 | 387 | ))) |
| 388 | |(% style="width:428px" %)((( | ||
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19.1 | 389 | ====== Bonus expected expiration ====== |
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1.1 | 390 | )))|(% style="width:1010px" %)((( |
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23.1 | 391 | Launches the campaign when bonus points expiration is expected for the customer. |
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1.1 | 392 | |
| 393 | (% class="box infomessage" %) | ||
| 394 | ((( | ||
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23.1 | 395 | This trigger is available only when Loyalty Program integration is enabled. Integration setup is performed via a request to Technical Support. |
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1.1 | 396 | ))) |
| 397 | |||
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23.1 | 398 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Bonus_expiration_en.png" width="400"/}} |
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1.1 | 399 | |
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23.1 | 400 | In the **Days to the nearest deactivation** and **Number of deactivation bonuses** fields, you can set the condition as: |
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1.1 | 401 | |
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23.1 | 402 | * greater than; |
| 403 | * less than; | ||
| 404 | * greater than or equal to; | ||
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1.1 | 405 | * less than or equal to; |
| 406 | * equal to; | ||
| 407 | * number of days; | ||
| 408 | * number of bonus points. | ||
| 409 | |||
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23.1 | 410 | For example: the trigger fires for customers whose bonuses (over 500 points) will expire in 7 days or less. |
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1.1 | 411 | ))) |
| 412 | |(% style="width:428px" %)((( | ||
| 413 | ====== Repeat date ====== | ||
| 414 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 415 | Enables **recurring campaigns** on specified dates. |
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1.1 | 416 | |
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23.1 | 417 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Repeat_date.png" width="400"/}} |
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1.1 | 418 | |
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23.1 | 419 | **Recurrence rules** define how often the campaign runs. Select the desired option in the **Frequency** field: |
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1.1 | 420 | |
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23.1 | 421 | * Daily; |
| 422 | * Weekly; | ||
| 423 | * Monthly; | ||
| 424 | * Yearly. | ||
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1.1 | 425 | |
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44.1 | 426 | In the **Start at ... hours ... minutes** field, you can set the trigger’s firing time. If left unspecified, the trigger fires at 00:00 on the selected date (based on the time zone configured in **Settings > General settings > **[[Contact details>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="01"]]** > Time zone**). |
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1.1 | 427 | |
| 428 | (% class="box infomessage" %) | ||
| 429 | ((( | ||
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44.1 | 430 | If the next action in the campaign is SMS/push notification delivery, messages may be sent later—during the time window specified in **Settings > General settings > **[[SMS>>doc:Main.Smart_Communications.SMC_Use.Settings_SC.Settings.WebHome||anchor="03"]]** > SMS delivery time window**. |
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1.1 | 431 | ))) |
| 432 | |||
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23.1 | 433 | {{showhide showmessage="Daily campaign settings" hidemessage="Hide daily campaign example"}} |
| 434 | The System allows not only daily campaign scheduling but also runs every N days. | ||
| 435 | Example: every fourth day: | ||
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1.1 | 436 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Daily_campaign.png" width="400"/}} |
| 437 | {{/showhide}} | ||
| 438 | |||
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23.1 | 439 | {{showhide showmessage="Weekly campaign settings" hidemessage="Hide weekly campaign example"}} |
| 440 | Beyond standard weekly scheduling, you can configure: | ||
| 441 | * Recurrence every N weeks; | ||
| 442 | * Runs on specific weekdays. | ||
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1.1 | 443 | |
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23.1 | 444 | Example: every other week, on Thursdays and Sundays: |
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1.1 | 445 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Weekly_campaign.png" width="400"/}} |
| 446 | {{/showhide}} | ||
| 447 | |||
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23.1 | 448 | {{showhide showmessage="Monthly campaign settings" hidemessage="Hide monthly campaign example"}} |
| 449 | Beyond standard monthly scheduling, you can configure: | ||
| 450 | * Recurrence every N months; | ||
| 451 | * Runs on specific dates. Example: every third month on the 11th and 25th: | ||
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1.1 | 452 | |
| 453 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Monthly_1.png" width="400"/}} | ||
| 454 | |||
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23.1 | 455 | * Runs on special days. Example: on the last business day of each month: |
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1.1 | 456 | |
| 457 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Monthly_2.png" width="400"/}} | ||
| 458 | |||
| 459 | {{/showhide}} | ||
| 460 | |||
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23.1 | 461 | {{showhide showmessage="Annual campaign settings" hidemessage="Hide annual campaign example"}} |
| 462 | Annual scheduling options mirror monthly ones—with the added ability to specify the month(s). | ||
| 463 | Example: annually on February 10 and August 10: | ||
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1.1 | 464 | |
| 465 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Yearly_campaign.png" width="400"/}} | ||
| 466 | {{/showhide}} | ||
| 467 | ))) | ||
| 468 | |(% style="width:428px" %)((( | ||
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23.1 | 469 | ====== Segment is changed ====== |
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1.1 | 470 | )))|(% style="width:1010px" %)((( |
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23.1 | 471 | The trigger allows to select a segment and R (recency), F (frequency) and M (monetary) parameters. The trigger fires for customers matching the specified criteria. |
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1.1 | 472 | |
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36.1 | 473 | First, [[create a segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]] or select a saved one, then specify the exact parameters to track—for example, R=5, F=5, M=4. |
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1.1 | 474 | |
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23.1 | 475 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="RFM_segment_en.png" width="400"/}} |
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1.1 | 476 | |
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23.1 | 477 | If you enter * instead of a number for a parameter, that parameter is ignored and can take any value. |
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1.1 | 478 | |
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23.1 | 479 | Example: track customers in R-segment category 3, regardless of F and M values: |
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1.1 | 480 | |
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23.1 | 481 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Segment_example_en.png" width="400"/}} |
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1.1 | 482 | ))) |
| 483 | |(% style="width:428px" %)((( | ||
| 484 | ====== User segment change ====== | ||
| 485 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 486 | Allows selecting a segment containing customers for whom the trigger should fire. |
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1.1 | 487 | |
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36.1 | 488 | First, [[create a segment>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.Segment_builder.WebHome]] or select one from the dropdown list. |
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1.1 | 489 | ))) |
| 490 | |(% style="width:428px" %)((( | ||
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19.1 | 491 | ====== Cheque issued ====== |
| 492 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 493 | This is the default trigger in the System when receipt functionality is enabled. It fires upon a purchase—online or offline—when a receipt appears in the System. |
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19.1 | 494 | |
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23.1 | 495 | |(% style="border-color:#ffffff; text-align:center" %)[[image:attach:Receipt_issued.png||height="255" width="486"]] |
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19.1 | 496 | |
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23.1 | 497 | Optionally, you can set the **cheque search depth** (in days) by filling in the corresponding field. |
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19.1 | 498 | ))) |
| 499 | |(% style="width:428px" %)((( | ||
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1.1 | 500 | ====== Event occurred ====== |
| 501 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 502 | Detects custom events. |
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1.1 | 503 | |
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23.1 | 504 | To select an event, begin typing its name in the **Event name** field. Matching events will appear in the list. |
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1.1 | 505 | |
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23.1 | 506 | Event examples: |
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1.1 | 507 | |
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23.1 | 508 | * Call Center inquiry; |
| 509 | * Notification of product restock. | ||
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1.1 | 510 | |
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23.1 | 511 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Event_occurred.png" width="600"/}} |
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19.1 | 512 | |
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40.1 | 513 | For more details, refer to the dedicated [[article>>doc:Main.Smart_Communications.SMC_Use.Events_SmC.WebHome]]. |
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1.1 | 514 | |
| 515 | (% class="box infomessage" %) | ||
| 516 | ((( | ||
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23.1 | 517 | The list of tracked events is configured during System implementation. |
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1.1 | 518 | ))) |
| 519 | ))) | ||
| 520 | |(% style="width:428px" %)((( | ||
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19.1 | 521 | ====== Web event occurred ====== |
| 522 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 523 | Detects events on the website or in the Mobile Application. |
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19.1 | 524 | |
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23.1 | 525 | To select an event, begin typing its name in the **Event name** field. Matching events will appear in the list. |
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19.1 | 526 | |
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23.1 | 527 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Web_event.png" width="400"/}} |
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19.1 | 528 | |
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23.1 | 529 | Web event examples: |
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19.1 | 530 | |
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23.1 | 531 | * Customer left a website review; |
| 532 | * Customer logged in; | ||
| 533 | * Customer added item to favorites; | ||
| 534 | * Page view; | ||
| 535 | * Personal info update; | ||
| 536 | * Site search. | ||
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19.1 | 537 | ))) |
| 538 | |(% style="width:428px" %)((( | ||
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1.1 | 539 | ====== Poll completed ====== |
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49.1 | 540 | )))|(% style="width:1010px" %)The trigger fires when a customer complets a [[poll>>doc:Main.Smart_Communications.SMC_Use.Surveys.Polls.WebHome]]. |
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1.1 | 541 | |(% style="width:428px" %)((( |
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46.1 | 542 | ====== {{id name="time_since_visit"/}}Days since last visit to the site ====== |
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23.1 | 543 | )))|(% style="width:1010px" %)The trigger fires when the specified number of days has passed since the customer’s last website visit. |
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1.1 | 544 | |(% style="width:428px" %)((( |
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46.1 | 545 | ====== {{id name="order_complete"/}}Order created ====== |
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1.1 | 546 | )))|(% style="width:1010px" %)((( |
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47.1 | 547 | This is the default trigger when [[order>>doc:Main.Smart_Communications.SMC_Use.E-Commerce.Orders.WebHome]] functionality is enabled. It fires upon order placement in the online store. |
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1.1 | 548 | |
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32.1 | 549 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="order_created.png" width="400"/}} |
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1.1 | 550 | ))) |
| 551 | |(% style="width:428px" %)((( | ||
| 552 | ====== System event ====== | ||
| 553 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 554 | Detects system events. To select an event, begin typing its name in the **Event name** field. Matching events will appear in the list. |
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1.1 | 555 | |
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23.1 | 556 | Event example: product X is back in stock. |
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1.1 | 557 | |
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40.1 | 558 | For more details, refer to the dedicated [[article>>doc:Main.Smart_Communications.SMC_Use.Events_SmC.WebHome]]. |
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1.1 | 559 | |
| 560 | (% class="box infomessage" %) | ||
| 561 | ((( | ||
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23.1 | 562 | The list of tracked events is configured during System implementation. |
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1.1 | 563 | ))) |
| 564 | ))) | ||
| 565 | |(% style="width:428px" %)((( | ||
| 566 | ====== Action worked ====== | ||
| 567 | )))|(% style="width:1010px" %)((( | ||
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23.1 | 568 | The trigger fires when the specified offer is applied. Enter the offer identifier in the **Action code** field. You can also define the **cheque search depth** (in days). |
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1.1 | 569 | |
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23.1 | 570 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="Action_trigger_en.png" width="400"/}} |
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33.1 | 571 | ))) |