How To: Automatically replace one Keycode with another
In this scenario a new seasonal catalogue has been launched. When a customer phones up and quotes the old Keycode number, Khaos Control can substitute it with a new one so that they can take advantage of the most recent offers. There are two steps required; create the new Keycode and then create the Telesale Rule and link the Keycode to it.
Create the Keycode
This is the new keycode that we wish to apply.
- Open a Promotion screen
- Select the Keycode from the
[ Promotion | List ]
screen. - Press Ctrl+N or click .
- Enter a code and a name for the new keycode, for example ' TC3 Autumn - Track Autumn Catalogue'.
- Select the associated price list from the 'Uses this Price List' dropdown.
- Press Ctrl+S or click to save.
Create the Telesale Rule and link it to the Keycode
- Open the
[ Telesale Prompts ]
tab. - Press Ctrl+N or click .
- Name the telesale rule, for example 'Replace Sum Cat Code with Aut Cat Code'.
- In the 'Keycode' dropdown, select the old Keycode you want to replace (the summer catalogue keycode).
- In the 'Apply Keycode' dropdown, select the new keycode (the autumn catalogue keycode).
- Press Ctrl+S or click to save.
Notes:
- As only one tracking keycode can be applied to an order, the last keycode selected will be the one used on the sales order.