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iv) Sale Schedule Objects

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    'Sale Schedule Objects' use Sales Rep appointments created for a Customer as a reference from which to pull information for the message. If there are multiple appointments, you can select a specific appointment (i.e. Appointment Date and Time, and Sales Rep Name).

    Here is what was entered into the SecurityTrax Message Editor to create the sample above:

    Dear %%[sale_schedule][getCustomerFlname]%%,

    Thank you again for your time today. I look forward to meeting you on %%[sale_schedule][getFullAppointmentDateTime]%% to further discuss your Triple A Security and home automation system.

    Don't hesiate to call me with any questions at %%[sale_schedule][getUserCellPhoneFormatted]%%.

    Sincerely,

    %%[sale_schedule][getUserFlname]%%
    Sales Representative
    Triple A Security

    Note the proper format when using Objects and Fields. Begin with two percentage symbols %% followed by the Object Type [sale_schedule] followed by the desired Field [getUserFlname] in this case, then end with two more percentage symbols %%.

    The table below contaings the Fields available for Sale Schedule Objects:

    ITEM

    FIELD NAME

    DEFINITION

    SAMPLE (where applicable)

    1c

    [getID]

    The SecurityTrax ID of the Sale appointment

    2c

    [getStartTime]

    The start time of day for the appointment

    		 00:00 AM or PM

    3c

    [getEndTime]

    The end time of day for the appointment

    		 00:00 AM or PM

    4c

    [getServiceTypeName]

    The name of the appointment's service type

    Install, Service or any other custom service type

    5c

    [getUserFlname]

    The Sales Rep's first and last name

    6c

    [getNotes]

    Notes that refer to the sales appointment

    7c

    [getStartDate]

    The date of the sales appointment

    00/00/0000

    8c

    [getStartDateTime]

    The date and time of the sales appointment

    00/00/0000 00:00 AM or PM

    9c

    [getFullAppointmentDateTime]

    The sales appointment's full date and time

    00/00/0000 00:00 AM or PM

    10c

    [getCustomerFlname]

    The sales appointment's Customer's first and last name

    11c

    [getCustomerFullAddress]

    The sales appointment's Customer's full address

    12c

    [getUserCellPhoneFormatted]

    The Sales Rep's cell phone

    13c

    [getCustomerPrimaryPhoneFormatted]

    The Customer on the sale appointment's home phone number

    14c

    [getCustomerLeadCompanyName]

    The partner company's name tied to the Customer on the sales appointment

    15c

    [getCustomerLeadCompanyID]

    The partner company's SecurityTrax ID tied to the Customer on the sales appointment

    16c

    [getCustomerId]

    The SecurityTrax ID of the Customer on the sales appointment

    17c

    [getUserImageUrl]

    A url that will display an image of the Sales Rep in the email if there is a photo in ST