There are three different types of events that can be tracked within Retailer:
Type | Function | Example |
Stock Item Event | Track whether or not a customer has purchased a stock item within a period of time | Pet treatment products |
Recurring Event | Based on a set date with a fixed recurrence | Birthdays, anniversaries |
Repair Event | Based around a Repair Type | Major/minor service (bike) |
Setting up an event
- From the main screen of Retailer, Click on Tasks > Events
- Click on Setup then Add
- Enter a description for the event.
Note: The description could be displayed in email/SMS to your customers, so choose something customer friendly. - In type choose the event type (see chart at the top)
- In Frequency choose the period, then set the value below. Examples:
1 Week - Frequency: Daily, Freq. Value: 7
6 Months - Frequency: Monthly, Freq. Value: 6 - Choose send Email or SMS or both by ticking Send email or Send SMS
- In Message to send create a create a default message for email and/or SMS in the Message Template section.
Note: you can right click in the text field to add personalised fields, such as the customer's name. Messages can be modified before sending them. - For Repair events, click the Add/Remove Repair Type button, select the repair types associated with your event then click Save.
- For Stock Item events, manage the stock items in the Stock Items tab. You can enter an item as you would anywhere else in Retailer. You can add a list of items using the Add List button.
Customer Identities
Using customer identities, you can send specific, personalised marketing to large groups of customers.
A customer may have several identities related to different events.
This diagram describes identities in relation to a Stock Item event.
A customer may have several identities related to different events.
This diagram describes identities in relation to a Stock Item event.
In this scenario, customers linked to the event will receive notification 6 months after their last worming tablet purchase with a message including their name and the type of pet.
Adding Customers and Identities
- Select the Registered Customer Identity tab and click Add.
- Select your event from the drop down list.
- Select a customer using the drop down list, or click the ... button to use the customer search screen.
- Select the relevant customer identity using the drop down list, or click the ... button to add a new identity.
- Enter a Last Occurrence date. Think of this as the last or initial occurrence of this event for this customer and their selected identity, e.g. their last birthday or worming treatment.
- Click Save to save this customer as an addition to your event's customer list.
For a guide to using events to create marketing lists, click HERE.