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We have our inventories sorted into "classes" and ...
# general
j
We have our inventories sorted into "classes" and i want to sort the customers that haven't ordered a certain class. ( so we can promote) but when i run the customer search-> transaction fields : class =! certain class No filtering happens I would do a transaction search but i need this to form a "group" so that i can use the marketing campaign
k
Do you know where the summary criteria tab is?
Just a second subtab under criteria
Do you have the class field exposed at the line level?
Also do you need this to be dynamic or can you do a snapshot on a periodic basis and then do a csv upload
j
Kevin, Sorry for being MIA.
i do know where the summary criteria is. we do have it exposed on the line level, how i access that data is through the transaction fields : class =! chosen class.
however what it returns is basically all customers even though they have ordered the class before: because on some transactions they didn't include that class so they show up
z
I am newbie for. NetSuite, so not sure is it related, but in SQL langiage there is different between WHERE and HAVING clause... I am almost sure that you can not use class! = chosen class, because it is on the ROW LEVEL (transaction).. Without seeing full example, I oresume that your criteria means "give me all customer that bought ANYTHING AND ITEM NOT BELONG CHOSEN CLASS
k
Essentially what you're going to do with my approach is say - "hey is there a transaction with a line of class equal to my class" then give me a 1. Otherwise give me a 0. If a customer has any "ones" then their sum will be greater than 0. So then you exclude customers who have that class from your list.
That said - I'd probably do this as a workflow to set a checkbox on your customer record to include them in your group using that checkbox
The search may act kind of funny acting as a customer group - because it's gonna be SLOOOW.
Which may mean you need to spend another few hours figuring out how to get someone "off" the list once they get put in it with workflows.
z
Translated to SQL select. * from. customers where customer_id not in (select customer_id from transactions where class = chosen_class group by customer_id)
k
Saved searches aren't direct sql
It's a useful skill to understand sql - but just know everything you do will be slightly off from what you are used to.
Putting right answer at the bottom for you @Joshua Lane Try a summary criteria formula numeric as
Copy code
case when {transaction.class} = 'text of desired class' then 1 else 0 end
with a goal of 0 and a summary type of sum
j
@KevinJ of Kansas i tried using a case when on friday, but not of that sort. I'll give it a go. I agree tho, easier for the group if its run of a check box! makes it easier to add to the other criteria, ordered that particular class over 6 months ago.
k
The last ordered more than 6 months ago will be different
To do that one, I'd do a criteria of transaction class equal to desired class, and do a summary criteria of max older than 6 months ago- you might have to hand define that value
j
i know, i have to join the two conditions. (step two once i can isolate the people who haven't bought it.)
but perhaps an easier way to do this is to run a search for transaction fields : class = chosen class then check a box for those customers. then on the new search criteria use !checked then
then do an OR for the tranaction class date ordered max summary for the second portion?
k
Well the first search should be "forever" - they have "never" ordered this item. I'd make the second one an independent search - and then use my transaction class date ordered max summary for the second. There should be no overlap between the two.
(unless you convince someone who's never ordered it to order - and then they go 6 months without ordering it - but in that case, they should have dropped off your first search)
j
exactly, thats what i'm trying to avoid. but i want them to be one group( for ease of management.
k
Why would you want to market to them the same way?
j
Basically two groups - non ordered & inactive orders but can you join other critera with a summary critera on an OR basis?
k
just put a transaction date range of 6 months on the search then
and then you don't have to manage them seperately.
j
offering them the same promotion through a campaign- our industry the tool we're offering is an essential for production
z
You have to realize that with two lists. First is "customers that ordered cbosen class" and second is full customers list. Finally you have to make criteria, which customer is not in the first list
k
for the summary search that I first suggested - if you also put a date restriction on transactions as less than 6 months ago - I would expected it to accomplish both sets of criteria - however, you might have to include another search criteria using "or" for those customers with not transactions in last 6 months.
I misunderstood your request at first as two separate thought processes because I had the idea that you would want to market to them differently. However- if you want to market to them the same - then you don't have to get particularly creative.
You might have to do your date filter on transactions a little creatively using a similar case statement structure, but the concept should work.
j
Its working but i have to use a summary in the results to identify - so at this point it looks like i'll have to use 3 searches; 2 to run a workflow on the check box records then 1 to collect check boxes. thanks for your help kevin
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