Table of Contents

Company ZX wants to communicate with subscribers with unsettled Subscriptions, on the first day of each month.

CRM.COM Solution

The following System configurations are necessary:

1. Set up a Configuring Communication Template with the Content and Subject that matches your business needs.
2. Set up a Configuring Notification Type.
   
   1. Unsettled Subscriptions
   2. Classification: Financial Transactions
   3. Notification Information: Subscriptions
3. Create a new Financial Notification Run Definition
   1. Name:  Notify Unsettled Subscriptions
   2. Notification Type: select the same Type that was created previously (Unsettled Subscriptions).
   3. Under Criteria: specify all the criteria that will retrieve the subscribers with unsettled Subscriptions:
      1. Segments: whether they exist in other segments
      2. Notification History: whether they were notified previously
      3. Accounts Receivable:
         1. Outstanding amount: the amount for which a Subscriptions is considered as unsettled, for example €10.
         2. Classifications: which Classifications should be included, e.g. All except VIP.
      4. Subscription Criteria
         1. Type of Subscriptions to be included, e.g. London.
         2. Billing Term Schemes of Subscriptions to be included, e.g. Normal.

   4. Under Scheduling

      1. Schedule the Definition to be executed on a specific date and time.

      2. Schedule the recurrence for each month.

Business Requirement

Company ZX wants to send Notification emails to its customers regarding their Account Balance, Wallet Balance and to welcome new subscribers.

CRM.COM Suggested Solution

Create Templates using Notification available tags.

Business Requirement

Company ZX contacts its customers on a monthly basis to let them know about new offers and available channels. In addition to internal organisation (Direct) marketing campaigns, Company ZX also engages in (Affiliate) marketing campaigns for partners. Some of ZX's customers would like to be removed from the Affiliate and remain in the Direct Marketing campaign Mailing lists.

CRM.COM Solution

• Configuration
  
  • Include in Direct Marketing Campaigns
    
    Contact Information: The Authorisation Settings in Contact Information related to Marketing should be set as follows:
    • Send me Direct Marketing material: YES
    • Send me Direct Affiliate material: NO
    Notification Type: The Notification Type used for the monthly Affiliate Marketing campaign should have the Authorisation Settings set as follows (to take into consideration the Affiliate Marketing Contact Information settings):
    • Apply Contact Information Data Protection for Direct Marketing: YES
    • Apply Contact Information Data Protection for Affiliate Marketing: YES
    Notification Run: Use the Customer Care Notification Type created with the settings configured as above.
    
    
  • System Process
    When the System executes the Notification Run with the Notification Type configured as described above, contacts that meet the criteria will be validated against the Notification's and Communication's criteria and then the Authorisation Settings. Those that are flagged 'YES' for Direct Marketing will be contacted.
  
  

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  • Exclude from Affiliate Marketing Campaigns
    
    Contact Information: The Authorisation Settings in Contact Information related to Marketing should be set as follows:
    • Send me Direct Marketing material: YES
    • Send me Direct Affiliate material: NO
    Notification Type: The Notification Type used for the monthly Direct Marketing campaign should have the Authorisation Settings set as follows (to take into consideration the Direct Marketing Contact Information settings):
    
    
    • Apply Contact Information Data Protection for Direct Marketing: YES
    • Apply Contact Information Data Protection for Affiliate Marketing: YES
    Notification Run: Use the Customer Care Notification Type created with the settings configured as above.
    
    
  • System Process
    When the System executes the Notification Run with the Notification Type configured as described above, contacts that meet the criteria will be validated against the Notification's and Communication's criteria and then the Authorisation Settings. The ones that are flagged 'NO' for Affiliate Marketing will be excluded.
    
    

Related Areas

• Page:
  Understanding Notifications
• Page:
  Configuring Notification Types
• Page:
  Managing Notifications
• Page:
  Using Notification Run Definitions