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Automated processes for articles

(Factura - article management)
 

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Affiliate plan for an article  Automated processes for articles 
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You can define any number of processes for an article from a selection of eight process types. The article details describe how to access the processes. There is also a link to this description.

Processes can be used to define articles as well as Groups and Forms. Six of eight possible processes are available for groups - the other two processes are already associated with groups. Seven process types are available for forms - the only one missing is newsletter registration. 

On this page:

Send emails 
System emails 
Add to group 
Replace group 
Affiliate allocation 
Add as affiliate 
Add as lead 
Register for newsletter 

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Send emails

(Automated processes for articles)

This process sends an automated email to the customer when he buys the respective article.

a) Run Factura and select the Articles tab. 

b) Select the respective article from the article list (not visible here) and click the gray Processes tab.

c) Click the Add rule link.


 
d) The WBS will always initially suggest the first process type (in this case: Send email), which you can leave as is.

e) Select the appropriate email from the template list.

f) Save your entries. The process type selection field will appear in light gray, indicating that the rule (process) has been saved.

 

 
g) It is no longer possible to change the process type, which is indicated by the disabled symbol that appears when hovering the mouse over the respective field.

h) Click the plus symbol to add another rule.

i) Use the recycle bin icon to delete a rule, if necessary.

 

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Add to group

(Automated processes for articles)

This process assigns the customer to a particular group when he purchases an article.

a) Select process type.


 
b) If necessary, open the group hierarchy and activate the checkbox of the group to which you want to assign the customer.

c) Save your entries. 

Please note:
The Add to group rule can only be used to assign the customer to a single group. If you want to assign the customer to more than one group, use the rule again as often as necessary. This enables several processes with the same rule, which you can then assign to different groups

 

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Replace group

(Automated processes for articles)

This process can be used to change the group allocation of the buyer during article purchase by replacing one group with another.

a) Select process type.


 
b) Activate the checkbox of the group from which the customer is to be removed.

c) Activate the checkbox of the group to which the customer is to be assigned instead.

d) Save your entries.

Please read the note at the end of the chapter Add to group - it also applies here.

 

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Affiliate allocation

(Automated processes for articles)

This process is used to allocate the customer to an affiliate network without conferring affiliate status. The objective of this measure is to include the customer in a particular network for target marketing purposes, based on certain criteria.

a) Select process type.


 
b) Select the appropriate network.

c) Save your entries.

 

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Add as affiliate

(Automated processes for articles)

This process confers affiliate status to the customer, enabling him to earn commission for sales generated.

a) Select process type.


 
b) Select the affiliate network to which you want to assign the customer. 

c) Save your entries. 

The Affiliate module contains a description on how the WBS reacts to affiliate allocation. Affiliate allocation sets processes in motion, regardless of whether the allocation was performed manually or - as in this example - by another process.

 

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Add as lead

(Automated processes for articles)

This process adds the customer buying the article as lead for a particular project, turning him into a qualified contact.

a) Select process type.


 
b) Select the project for which the customer is to be included as lead.

c) Save your entries.

 

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Register for newsletter

(Automated processes for articles)

This process registers the customer for a newsletter. In most cases, this will be a follow-up newsletter containing information on a purchased article.

a) Select process type.


 
b) Select an existing newsletter. It should, of course, contain appropriate email templates and settings.

c) Save your entries.

 
 
d) Once you have specified all the processes associated with the sale of an article, you will be shown a list of all the enabled processes. Process type fields should all have the same light gray background. If one of the fields is still in white, you might have forgotten to save your entries using the Save button.
 





























 

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