To create a commercial action, you must go to the "Campaign" module and then to the commercial action tab.
Click on 
:
Fill in the fields "population", "name", "type", "cumulative", "priority", "uniqueness of the offer", "coupon category" and "comments".
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PEOPLE =>
"ALL (Tout public)": this takes into account everyone, so you have no contact information.
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"IDENTIFIED": this takes into account the contacts identified in the database, so you have information about these contacts such as "name", "first name", "email address", "telephone number". You can therefore send them marketing actions, coupons, discount vouchers...
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TYPE =>
"REAL TIME" :
If the population is "general public", then the type will necessarily be "real time". Indeed, it is not possible to have information on "all public" contacts. The commercial action will therefore be carried out in real time on the cash register tool.
If the population is "identified" then the type can be "real time" or "catch up by coupon". Indeed, the population is identified so you have contact information and you can, in the event of a problem with the cash register tool (off-line cash register,) send a coupon to the contact by email or SMS.
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CUMULATIVE =>
This allows you to define whether your commercial action can be combined with another commercial action or not.
If the commercial action cannot be combined, you must choose the priority of your action (1, 2, 3, etc.) depending on the number of commercial actions you have set up.
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CATCH-UP BY COUPON =>
This function allows you to send a coupon or reduction voucher to an identified contact in the event of a "bug" during checkout. In this case, you must choose the category of coupon available (voucher, discount coupon, etc.)
Catching up by coupon is only possible when the contact is identified in order to have information on it (email address, telephone number).
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COMMENTS =>
This function allows you to leave a comment concerning this commercial action.
Once this step is complete, confirm by clicking on at the bottom right of the screen.
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TARGET =>
Then select your target (the target must be made before to find it in the list OR when creating your commercial action). Be sure to validate at the bottom right of the screen before leaving the commercial action module and going to the "Targets" tab) (cf. Create a new target )
If your population is "all public", the target is not to be filled in because there is no contact information. The offer is therefore valid for all customers (identified or not). Then confirm by clicking on at the bottom right of the screen.
Then confirm by clicking on 
at the bottom right of the screen.
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Select the stores concerned by ticking on the desired store(s) or by ticking on "select all stores".
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This step validates the product scope to which the commercial action will apply.
Choose the conditions:
- Amount including VAT or Quantity
- Operator (less than, greater than, equal to, less than or equal to, greater than or equal to...)
and describe the conditions of the commercial action in a short sentence making it easy to know the product scope, then select the triggering product scope from the list. (see Product scope)
Choose benefits:
- Type: Discount incl. VAT, Discount %...
- Value: (ex: 1 euro = 1 point)
then select the product scope that will benefit from the advantages of your commercial action. (see Product scope)
Please note: in order to find the different scopes in a list, they must be filled in before creating the commercial action (see Product scope)
Then validate the commercial action by clicking on at the bottom right of the screen.
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