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Learn how you can configure Customer Events Classifications

What does this section cover?

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What are Customer Events Classifications?

Customer Events Classifications are used to classify customer events, which can be used later on by various business processes in order to apply different business rules per each customer event classification. However classifying each customer event is not mandatory unless the Customer Event Type is set to “Achievement”.

 

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsAdditional Information
General
  • Not Applicable
  • Not Applicable
Create
  • Multiple customer event classifications can exist in the system but each one should have a unique name and alternative code.
  • Not Applicable
Save
  • Mandatory Fields:
    • Name
    • Type
  • Not Applicable
Delete
  • Not Applicable
  • Deleted customer event classifications are still visible on customer events which were created using those classifications.

Customer Events Classifications attributes 

Name

Description

 Name*The name of the classification

Description

The description of the classification

Alternative CodeThe alternative code of the classification which should be mandatory and unique. On creating a new customer event classification, if nothing else is specified, the alternative code defaults to the first letter of each word included in the name (in capitals).
Type*Determines the type of customer events that can use the specific classification. The type can be one of the following:

  • Purchase

  • Referral

  • Web

  • Social Media

  • Achievement

  • Spend Request

Defining your own Customer Events Classifications tailored to your company's needs

  1. Navigate to CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS
     
  2. Either search for an existing one or from the Top Menu click on NEW
     CUSTOMER EVENT CLASSIFICATIONSImage Added

  3. MAIN INFORMATION

    1. Provide the required following information

      1. Name
      2. Alternative Code
      3. Description
        Configuring Customer Event ClassificationImage Removed
      4. Type: Select from the drop down list the type of the event you would like to relate to the classification you are creating
  4. From the Top Menu click on SAVE

  5. LOG INFORMATION

    1. Include Page
      Log Information - Global
      Log Information - Global
    From the Top Menu click on Save

Deleting Customer Events Classifications

Include Page
Deleting a record - Global
Deleting a record - Global

 

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