Triggers act under certain conditions. This is a broad theme, for the number of conditions and actions is so high that should be discussed in a separate article. Now let's look at some examples. Transaction notifications.
By means of triggers it is possible to set up transaction notifications which will notify your customers about the order status and location via SMS and Email. Such notifications save your managers` time — customers will not call to your managers because they are already aware of the last information on the order.
Also, by sending notifications you can increase the number of customer pick up at delivery points. Create several triggers:
- A transaction letter is sent, when changing the status to «Arrived at delivery point».
- The second letter is sent, if the status is not changed during 2 days.
- If the status is not changed during the following day, the customer gets the third letter and the task on calling to the customer is assigned to the responsible manager.
Also, when changing the order status or custom fields, you can automatically assign tasks to the managers, showing them which step is to be taken next. Changing managers.
The tool is convenient, if there are several managers, processing one order. For example, when confirmation and prepayment have been received, it is time to transfer the order to assembling. Here you should change a responsible manager. Trigger itself can change the responsible manager, when changing the status, as well as automatically assign the task to the new manager. Automatic calls.
Triggers can initiate calls. For example, there is a status «Quality control» for the order after its delivery. When changing the order status to this one, you can change the responsible manager and call to the customer automatically, not wasting the time.
If you have never created triggers, look at the instruction
In fact, retailCRM has much more possibilities for automation of order processing. We have considered only the basic tools you should start with.