Daily summary of supply orders from the previous day showing which orders have a contact associated to the order and which do not.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
ID886 is a summary reporting Sales Orders created that day and how many did or did not have a contact with an email linked. We also show who the "Creator" was, so you can see who is effective at getting emails. Includes order #, order status, customer, and contact info if linked.
Emails on orders are needed for our processes to keep your customers updated on their orders:
ID220 surveys a supply order,
ID216 emails your customers when supply orders are entered,
ID200 emails your customers when supplies are shipped with tracking data.
Run Schedule: Daily mornings
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: Order Type(s) - List the order types to trigger on, separating multiple types with commas. Leave blank to trigger on all order types.
Variable Y: Branch Numbers - List the branch numbers for the alert to trigger on, separate multiples with commas. Leave blank for all branches.
* * *
Alert Functionality
Alert Functionality
1. The alert is looking at the ordered by contact on the sales order:
2. The alert will trigger based on the order types entered in Variable W You can see the list of order types in e-automate in Tools - Lists and Codes - Sales Order types:
3. The email output will break out the contacts on the sales orders into the following categories:
- Valid contact with an email address: There is an ordered by contact on the sales order, and the email address is filled in.
- Count of no contact linked, contact lacking e-mail address or non-surveyable contact: This is the total orders where there was no ordered by contact linked, the ordered by contact did not have an email address, or the contact is non-surveyable.
- Survey opt-outs: This is the total number of orders where the ordered by contact is set, but has opted out of receiving surveys.
- Count of contacts that declined to give an email address: This is the number of orders where the ordered by contact declined to give their email address. A contact record is noted as declining to give their email address when either the contact number contains the string '-decl-' or has the contact category of ZCJNoEmail.
* * *
Best Practices & Tips
Best Practices & Tips
1. See documentation here on best practices for creating and maintaining contact records.
* * *
Related Alerts
Related Alerts
ID165 - Order was Created and No Contact or Email
ID188 - Daily Summary of Calls with and without a contact
ID200- Emails your customers when supplies are shipped with tracking data.
ID216 - Send Order Confirmation of Sales Order
ID220 - Surveys a supply order
* * *
0 Comments