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Configuring Customer Event Classification

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Navigating to Customer Events Classifications

CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS

 

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. Classifying each customer event is not mandatory unless the Customer Event Type is set to “Achievement” or "Financial Achievement" AVAILABLE FROM CRM.COM R10.0.0

Navigate to Customer Event Classifications and explore existing records via the Summary page. Click on the link (name or number) of the record of your interest to enter the Data Entry page and have a better look of the available information. Use the Actions Menu to create a new (NEW) Customer Event Classifications , modify (EDIT) or delete (DELETE) an existing one. Use the (BACK) link to go back to the summary page and (CANCEL) to cancel any unwanted changes made to the Classifications Check out the attributes table below for a thorough explanation of the information kept for Customer Event Classifications  and the Validations&Restrictions table to find out validations and restrictions applicable when working with Customer Event Classifications .

 
CUSTOMER EVENT CLASSIFICATIONS

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

  • AVAILABLE FROM CRM.COM R10.0.0 Financial Achievement

  • Spend Request
Log InformationThe standard log Information

CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS

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