Move customer to Loyal Customers group
the action was finalized: https://crm.mama.travel/admin/shop/workflowstatus/170/action/new/
the point is to automatically move customers who were at a certain stage after buying a service from us (specifically the stage "how you had a rest") 2 times, to the folder "regular customers"
I wanted to make a permanent mailing and noticed that everything in a row gets into this folder.
for example, in this folder there is a client who contacted us only once: https://crm.mama.travel/admin/shop/users/custom/58893/order/?filtermanagerid=&am... =&tofiltercustomdatevyleta=&fromfiltercustomdatevozvrata=&tofiltercustomdatevozvrata=&filtercustomotelnazvanieuslugi32=&filtercustomCountry=&filtercustomturoperator=&filtershowprocess=&filtercdatefrom=&filtercdateto=&filterctimefrom=&filterctimeto=&filterdeletedid=&ok=1
what is the problem ? and how
Original question is available on version: ru
the point is to automatically move customers who were at a certain stage after buying a service from us (specifically the stage "how you had a rest") 2 times, to the folder "regular customers"
I wanted to make a permanent mailing and noticed that everything in a row gets into this folder.
for example, in this folder there is a client who contacted us only once: https://crm.mama.travel/admin/shop/users/custom/58893/order/?filtermanagerid=&am... =&tofiltercustomdatevyleta=&fromfiltercustomdatevozvrata=&tofiltercustomdatevozvrata=&filtercustomotelnazvanieuslugi32=&filtercustomCountry=&filtercustomturoperator=&filtershowprocess=&filtercdatefrom=&filtercdateto=&filterctimefrom=&filterctimeto=&filterdeletedid=&ok=1
what is the problem ? and how
Answers:
hello, please indicate the data on this revision, so that it is easier to check the cause of the problem:
Netudykhata Inna wrote:
the point is to automatically move customers who were at a certain stage after buying a service from us (specifically the stage "how you had a rest") 2 times, to the folder "regular customers"
Netudykhata Inna wrote:
the point is to automatically move customers who were at a certain stage after buying a service from us (specifically the stage "how you had a rest") 2 times, to the folder "regular customers"
14.05.2021, 12:39
Original comment available on version: ru
Zamogilny Dmitry wrote:
hello, please indicate the data on this revision, so that it is easier to check the cause of the problem:
Netudykhata Inna wrote:
the point is to automatically move customers who were at a certain stage after buying a service from us (specifically the stage "how you had a rest") 2 times, to the folder "regular customers"
Here is one of the grouping tasks:
https://crm.mama.travel/admin/customorder/support/63113/edit/?p=1
but the meaning is described in the screenshot:
Regular customers, you can add the following action "Create a group of contacts: all customers with whom there have been more than N business processes" . That is, all clients who had more than two business processes you specified will be placed in the group you specified
and we even have an action that should select everyone who has been at the reservation stage several times and add them to this group, but why does it not work
05.06.2021, 15:28
Original comment available on version: ru
Give an example of an order in which the client was not moved to the required group according to the value of the additional field 2 times were at the stage "How you had a rest"
07.06.2021, 12:20
Original comment available on version: ru
Got it, it's an action on stage
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
Understanding the cause of this problem
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
Understanding the cause of this problem
07.06.2021, 12:36
Original comment available on version: ru
I corrected the description of this action, it should be updated soon, in fact, it compared not "more", but "more or equal" to the specified value, therefore I recommend specifying 2 instead of 1 there.
07.06.2021, 13:11
Original comment available on version: ru
Hello, unfortunately everything is so in our "permanent" folder everything falls in a row! What we can do ? this refinement was specially made to filter the permanent ones and show maximum loyalty, now you have to sort through 13,000 contacts with your hands
24.11.2021, 12:53
Original comment available on version: ru
Please provide more information on the current issue, where the action is set up, an example process
24.11.2021, 13:26
Original comment available on version: ru
the action was finalized: https://crm.mama.travel/admin/shop/workflowstatus/170/action/new/
the point is to automatically move customers who were at a certain stage after buying a service from us (specifically the stage "how you had a rest") 2 times, to the folder "regular customers"
for example, in this folder there is a client who contacted us only once: https://crm.mama.travel/admin/shop/users/?groupid=6&page=3 (this can be checked by clicking on the last contact added to this group )
I wrote about this problem earlier, received a comment:
Zamogilny Dmitry
OneBox production wrote:
I corrected the description of this action, it should be updated soon, in fact, it compared not "more", but "more or equal" to the specified value, therefore I recommend specifying 2 instead of 1 there.
But there is a problem, and now it is not possible to work with contacts
we need: 1. that only permanent ones got into the folder, this is a filter 2. tell me how now I can filter out clients with a larger number of processes, this is important because due to an error, it takes me a long time to view each contact
the point is to automatically move customers who were at a certain stage after buying a service from us (specifically the stage "how you had a rest") 2 times, to the folder "regular customers"
for example, in this folder there is a client who contacted us only once: https://crm.mama.travel/admin/shop/users/?groupid=6&page=3 (this can be checked by clicking on the last contact added to this group )
I wrote about this problem earlier, received a comment:
Zamogilny Dmitry
OneBox production wrote:
I corrected the description of this action, it should be updated soon, in fact, it compared not "more", but "more or equal" to the specified value, therefore I recommend specifying 2 instead of 1 there.
But there is a problem, and now it is not possible to work with contacts
we need: 1. that only permanent ones got into the folder, this is a filter 2. tell me how now I can filter out clients with a larger number of processes, this is important because due to an error, it takes me a long time to view each contact
24.11.2021, 13:58
Original comment available on version: ru
Netudykhata Inna wrote:
for example, in this folder there is a client who contacted us only once: https://crm.mama.travel/admin/shop/users/?groupid=6&page=3 (this can be checked by clicking on the last contact added to this group )
if you mean this contact
https://crm.mama.travel/admin/shop/users/61565/
then he was added to this group according to the settings at the stage
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
Move the client to the group if he was at this stage N times
there is worth more than or equal to 1
accordingly, I think it is enough to correct the conditions in the actions so that the contact is added to the group after 2 times being at the stage
25.11.2021, 19:04
Original comment available on version: ru
Zamogilny Dmitry
OneBox production wrote:
Netudykhata Inna wrote:
for example, in this folder there is a client who contacted us only once: https://crm.mama.travel/admin/shop/users/?groupid=6&page=3 (this can be checked by clicking on the last contact added to this group )
if you mean this contact
https://crm.mama.travel/admin/shop/users/61565/
then he was added to this group according to the settings at the stage
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
Move the client to the group if he was at this stage N times
there is worth more than or equal to 1
accordingly, I think it is enough to correct the conditions in the actions so that the contact is added to the group after 2 times being at the stage
ok, what should I do now, I will fix this error, but the setting did not work all this time, so it was useless
Is there an action that will help me filter out at least those clients that have the most processes?
06.12.2021, 09:13
Original comment available on version: ru
Zamogilny Dmitry
OneBox production wrote:
Netudykhata Inna wrote:
for example, in this folder there is a client who contacted us only once: https://crm.mama.travel/admin/shop/users/?groupid=6&page=3 (this can be checked by clicking on the last contact added to this group )
if you mean this contact
https://crm.mama.travel/admin/shop/users/61565/
then he was added to this group according to the settings at the stage
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
Move the client to the group if he was at this stage N times
there is worth more than or equal to 1
accordingly, I think it is enough to correct the conditions in the actions so that the contact is added to the group after 2 times being at the stage
Hello, I made changes on your recommendation - the revision DOES NOT work, everyone gets into the group in a row
this is not the first time I have addressed this problem, I paid for this revision, therefore it is important for us that it works
the onebox representatives were engaged in the finalization and we communicated through the onebox tasks, how can I contact them now and ask them to fix the error?
16.12.2021, 16:59
Original comment available on version: ru
Good afternoon, please indicate the processes, configured actions and contacts that were not added to the group so that we can check your question.
16.12.2021, 18:17
Original comment available on version: ru
To check the problem, please provide process numbers, configured actions and contacts that were not added to the group.
07.02.2022, 11:03
Original comment available on version: ru
Zamogilny Dmitry
OneBox production wrote:
To check the problem, please provide process numbers, configured actions and contacts that were not added to the group.
it makes no sense to pass some process numbers, as described above:
1. the action should add people who were at the stage "how did you rest?" 2 times per group - regular customers
2. for now, if you go to a group, make sure that everything is there: https://crm.mama.travel/admin/shop/users/?groupid=6
opening the first one from the list, you can understand that there are people who applied once and there are just contacts who do not have processes at all, there is NO logic how everything works now.
07.02.2022, 14:56
Original comment available on version: ru
Netudykhata Inna wrote:
1. the action should add people who were at the stage "how did you rest?" 2 times per group - regular customers
Inna, at what stage is this action configured?
07.02.2022, 15:45
Original comment available on version: ru
Zamogilny Dmitry
OneBox production wrote:
oh
at the stage Booking an air tour: https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/ Sorry, I wrote above about the stage "how you had a rest", right = 2 times at the stage "Booking an air tour "
according to the conditions everything is correct, why doesn't it work?
07.02.2022, 18:15
Original comment available on version: ru
Netudykhata Inna wrote:
Zamogilny Dmitry
OneBox production wrote:
oh
at the stage Booking an air tour: https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/ Sorry, I wrote above about the stage "how you had a rest", right = 2 times at the stage "Booking an air tour "
according to the conditions everything is correct, why doesn't it work?
tell me what is the problem?
10.02.2022, 11:00
Original comment available on version: ru
Netudykhata Inna wrote:
opening the first one from the list, you can understand that there are people who applied once and there are just contacts who do not have processes at all, there is NO logic how everything works now.
this action is configured on statuses 86, 90, 98, 205, 206, 208
please indicate the contact that was added to the group according to your data without switching to these statuses
10.02.2022, 16:03
Original comment available on version: ru
where can i see status numbers: 86, 90, 98, 205, 206, 208? I don't see it here
by users
for example :
1. https://crm.mama.travel/admin/shop/users/65347/
2. https://crm.mama.travel/admin/shop/users/64888/
3. https://crm.mama.travel/admin/shop/users/64880/
they were at the reservation stage 1 time, so they could not get into this group in any way
by users
for example :
1. https://crm.mama.travel/admin/shop/users/65347/
2. https://crm.mama.travel/admin/shop/users/64888/
3. https://crm.mama.travel/admin/shop/users/64880/
they were at the reservation stage 1 time, so they could not get into this group in any way
10.02.2022, 16:48
Original comment available on version: ru
example
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
here status id is 98
accordingly, the action is configured here
https://crm.mama.travel/admin/shop/workflowstatus/86/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/90/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/205/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/206/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/208/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
here status id is 98
accordingly, the action is configured here
https://crm.mama.travel/admin/shop/workflowstatus/86/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/90/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/205/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/206/action/new/
https://crm.mama.travel/admin/shop/workflowstatus/208/action/new/
10.02.2022, 17:04
Original comment available on version: ru
Zamogilny Dmitry
OneBox production wrote:
example
https://crm.mama.travel/admin/shop/workflowstatus/98/action/new/
here status id is 98
greater than or equal to 2 times at this stage, and we have contacts that were there only once
I will now check the rest of the steps, the conditions of the action, maybe there is an error somewhere, probably when setting up the actions were set at the wrong stages
10.02.2022, 18:27
Original comment available on version: ru
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