This promotion condition returns the count of customers (or true) who placed an order in the prior month with various conditions.
Description: A mandatory field for the name of the Condition.
Start/End Dates: These dates determine how long this Condition will be active.
Supported Promotion Types: Identifies what type of orders the Promotion will evaluate against.
- Target: Choice of who qualifyies for the promotion.
- Reps (excluding referred)
- Reps (including referred)
- Customers - will qualify on referred customer orders only.
- Both - If selected, reps will only qualify on non referred customers, as those customers are already qualifying other customers.
- Order Requirement: The amount of orders required. The condition would return the volume from these orders only if the minimum amount is met.
- Volume to Use: The condition will return the volume from qualifying orders, based on the order requirement above. Which volume is returned is based on this selection. Note that each customer can only use one order, so the order with the maximum volume is considered. All orders are NOT summed to return the largest amount. Also, the volume returned will be rounded to the nearest whole number. For instance if the volume is 0.51, 1 will be returned.
- Volume Column: Field from the order that will be summed to determine the volume amount. (Depending on the volume types set up by the client)
- Compare Volume
- Local Volume
- Price
- Price + Tax
- RP
- Tax
- TWD Volume
- Inventory Collection: Only items from this inventory collection will be considered.
- Misc Field (Optional): Only orders with this misc field will return.
- Count orders with Returns: Determines which Return orderes to consider.
- Include orders with returns - Return orders will be considered regardless of which month they fall in.
- Skip orders with returns - Orders that were returned (either full or partial) will not be considered for this condition.
- Clawback aware - Return orders will only be considered if their Bonus Date falls in last month.
For additional information about promotion conditions, see the following:
Promotion Conditions
Customer Referral Program
Customer Referral Technical Details
Customer Referral Promotion Sample
Customer Referral Configurations