How To: Email a Customer with their Unique Alias Offer Code

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Once you have setup your Alias Keycodes and automatically generated them, see How To: Automatically Generate Unique Alias Codes for Customers you need to let your customers know what their offer codes are so that they can use them. First you create a Message Template, see How To: Setup an Email Template to send Customers their Unique Alias Offer Code then then create an associated Trigger Rule.

  1. Open an Email Manager screen (show me how).
  2. Press the Trigger Rules radio button and click "GO" to display existing trigger rules.
    Note: existing trigger rules can be opened by double clicking on them in the list.
  3. Press Ctrl+N or click the New item icon is the button bar's NEW button to create a new trigger rule.
  4. Assign a code to the trigger rule and enter this in the "Rule Code" field.
  5. Add a trigger rule description in the "Rule Description" field.
  6. Select the Trigger Type of INVOICE.
  7. Select the Message Template you created to send out the discount code.
  8. Tick the "Send Email Immediately" checkbox if the email is to be automatically sent and not held in the Pending emails section.
  9. Tick the "Active" checkbox when you wish the Trigger Rule to be enabled.
    Note: this may be after you have finished creating and testing the Trigger Rule.
  10. Tick the "Subscribers Only" checkbox to only send the email to customers with E-Mailing List Subscriber ticked in their [ Customer |Detail | Address ] tab.  (Optional)
  11. Move the following conditions from the Available Conditions grid to the Active Conditions grid using the BtnEmailArrow.jpg button.
    1. OLD INVOICE STATUS
    2. NEW INVOICE STATUS
  12. In the Comparison field press F4 and select = for each condition.
  13. For each condition:
    1. Click in the "Lookup Value" column for the first line and press Ctrl+F8 to display the "Make a Selection" dialog.
    2. Select ORDERS - ISSUE.
    3. Click "OK"; the criteria will then be shown in the right-hand "Active Conditions" grid.
    4. Click in the "Lookup Value" column for the second line and press Ctrl+F8 to display the "Make a Selection" dialog.
    5. Select ISSUED - CURRENT.
    6. Click "OK"; the criteria will then be shown in the right-hand "Active Conditions" grid.
  14. Repeat as required to add another condition for example limit the trigger to a Company Class.
    Note: All the active conditions have to be true at the same time in order for the rule to work.
  15. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the Trigger Rule.

flashing light bulb!
The Trigger can only happen after the order has been issued as that is when the discount code is generated.


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How To: Email a Customer with their Unique Offer Code example

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

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