Minimum Version Required: 23.01
Steps
How to Install the Application
1. Using the Universal Search bar, navigate to the App Library dashboard.
2. In the App Library search field, type "Automate Customer Promotion Zones".
3. Click Install.
4. Assign the "Report and Dashboard roles".
5. Set a schedule for the Import Routine to run.
6. Update application settings as needed.
7. Accept Terms.
8. Click Install.
Adding Promotion Zone Rules
1. Using the Universal Search bar, navigate to the Promotion Zone Rule table.
2. Click Add Promotion Zone Rule.
3. Select Customer Account Type.
4. Select all criteria necessary for the rule.
5. Enter the Promotion Zone to be automatically added when the criteria are met.
6. Click Add Record.
Fields And Definitions
How the Application Works:
The App will find customers that match the criteria for each promotion zone rule and will create a Customer Promotion Zone record.
If a criterion is left blank, it will assume all customers apply to that criterion. This will also not add any promotion zones for any customers that already have the promotion zone.
This app will not remove promotion zones once a rule is removed.
How to clean up promotion zones if they are added incorrectly:
Attached to the application is an import routine that will help remove any Customer Promotion Zones that are created. This import routine requires a "time created" as well as a specific "promo zone" to be able to run.
Note: This will delete all Customer Promotion Zones created after the "Time Created" that is set on the import, including Customer Promotions Zones that were added manually since the app ran.
1. Open "Clean up Promotion Zones Import Routine".
2. Click Table Import Wizard.
3. Click Add Import Task.
4. Select "Time Created" and "Promo Zone".
5. Review the data to ensure correct records will be removed.
6. Click Execute.
Best Practices
This Application helps to ensure that customers are automatically tied to all the promotion zones they should be without requiring manually adding these zones.