Process to follow up and survey your customers after a supply order is shipped & invoiced
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Overview
Overview
ID220 is the Supply Order follow up email that includes a survey link, designed to be sent one day after a supply order has been invoiced, and sent to the Contact linked in the Sales Order.
When you first subscribe to this alert, it will be set up in test mode only (no emails to your customers). The people listed in the subscription will receive samples to review only, we will wait for changes/your approval before switching to live mode.
Run Schedule: Hourly
Type of Output: Email
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Sample
Sample
Below is our standard Cover Email (can be customized as needed)
Below are our default questions (can be customized as needed)
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Variables
Variables
Variable W: # of days to wait AFTER ORDER IS INVOICED before sending the email to your customer
Variable X: ZCJDisableSupplySurveys - custom property used on customer record to TURN OFF the survey for a customer. Defaults to NO
Variable Y: ZCJDNS220 - contact category set on a contact record to TURN OFF the survey for a specific contact only
Variable Z: Identify if you want to receive ALL responses, or leave blank if you only want to receive a survey response if a question falls below an expected target level OR a comment is added to a question
Variable 1: Order Type to send surveys for. Defaults to Supply (eAutomate default for a supply order). If you want to send on other order types add exact order type name, list multiples with a comma.
Variable 5: Use this variable to send surveys on specific branch #s in EA only, leave blank for ALL branches
Variable 6:Use this variable to exclude specific branches from sending surveys, leave blank for ALL branches
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Alert Functionality
Alert Functionality
Survey is sent out once a supply order is shipped/fulfilled/invoiced, and there are NO items pending or on backorder on the order.
Survey sent to contact linked on Order in the OrderedBy field:
When you first subscribe to this alert, it will be set up in test mode only (no emails to your customers). The people listed in the subscription will receive samples to review.
Survey Responses:
Responses are sent to the emails listed in the To/Cc/Bcc Fields of the subscription, or if any of the boxes are selected for Sales Rep (based on the customer record sales rep) / Sales Reps Manager (based on the reps manager listed in their employee record), or the creator of the order (person who entered the order into eAutomate)
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Best Practices & Tips
Best Practices & Tips
Option to include Face Emoji options as a selection in the cover email for your customers to select their satisfaction, see more here
Custom Property Set Up
CEOJuice will create the custom properties when they first install the survey in test mode. However the settings are:
ZCJDisableSupplySurveys - created under Tools / Lists & Codes / Attributes. Set up as YES/NO. Link the attribute to the Custom Property(configurations) again found under Tools / Lists & Codes, link to Customers and the default is set to NO.
ZCJDNS220 - Contact Category created under Tools / Lists & Codes / Contact Category
Once these are created you will find them under:
Customer Records / Custom Properties Tab : Default will show NO, set to YES if you want to turn a survey off for that Customer.
Contact Categories: Set the category to a contact record if you want to turn the surveys OFF for that contact only
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Related Alerts
Related Alerts
Add any related alerts that client could/should may want to consider
ID165 - Reminds Order Entry person to link a Contact with an Email on an order if they forget to do it at time of entry
ID886 - End of day summary of orders entered that did or did not have a contact link.
ID216 - Process to email your customers when a supply order is entered into EA
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