FAQ-110-MARKETING-How to create customer follow-ups?

Prerequisite:
 -Targeting must have been established beforehand (see FAQ-109).

Follow-up creation:

From the home page, click on the megaphone in the left-hand margin.

Select ‘Scenario models’ and then, in the ‘'Creation of customer reminders’ box, press the ‘Learn more’ button.

You need to give your reminder a title in the "Scenario title" field before defining the frequency at which you want to send it.

The ‘Trigger’ field offers two options:
-Daily, so that it is automatically sent every day at nine o'clock.
-Or only once, on a date that you specify. The recipient will also receive it at nine o'clock.

Presentation of the calendar allowing you to specify the exact date of a one-off reminder.

Once the frequency has been set, click on ‘ Setting up the scenario ’ at the bottom right of the page.

You will then switch to the ‘MAKE’ tool to assign reminders.

Firstly, select the target group containing the list of affected customers from the 'Segment' drop-down menu.

Then select the point of sale where the sales staff to whom the reminders are to be assigned are located.

The ‘Assignation’ field offers three distinct options.
Empty assignation corresponds to the way tasks are assigned in the Lead Entrant programme: all salespeople with the associated tag are notified, and the first one to open the task is assigned it.
Intelligent assignation will take into account customer tracking in OpenFlex. As a result, the assignment of follow-ups will be synchronised with each salesperson's customer portfolio.

Specific assignation will assign follow-up tasks to the salesperson selected in the following field.

Confirm the settings for the reminder scenario by clicking ‘Finish’.

The new reminder will be added to the list of scenarios in the second menu, ‘My scenarios’. Click on the activation button to implement it.
Reminder: if a scenario is deactivated on its execution date, it will not be executed.

On the right of the screen, you will be reminded of the broadcast frequency and day.

You can always delete the scenario later by clicking on the three vertical dots.

Reminder: once the date of a scenario with a one-time trigger (execution on a single date) has passed, it can no longer be activated.

You will find all the tasks to be handled by your sales staff in the follow-up scenarios section of the Marketing portal home page.

By clicking on the customer's name, you will find details of the reminder to be processed.

Managers can access statistics to help them manage their teams' marketing activities more effectively. To access them, click on the graph in the left-hand margin of the page.

The statistics for each follow-up scenario can then be viewed by expanding the ‘Follow-up scenario' source.