Daily Archives: September 27, 2014

Tip #211 – Using Your Customer Rankings


Tip #211
Using Your Customer Rankings

So now that you have all your customers ranked, how do you use those rankings?
Well, you can use those rankings several ways mostly from the Marketing menu.

Let’s say that we want to export the email addresses of our top 100 accounts and that we already have calculated the 5-year purchasing history for our accounts.
The first thing we have to do is access the Manage E-Mail Addresses Database menu. Follow this path from the Main menu: M > M > E to get here…

The first question this option will ask you is…

If that is what you want to do, answer “Y” to the question.
Otherwise, the program will ask you if you want to export all the addresses created since a certain date.

Since we want to select by customer rank, we are going to answer “Y” to the question and flowerSoft will then ask us how many addresses we want to export.
Since this supposedly is a mailing for your top accounts, flowerSoft allows you to only export up to 9,999 accounts.
If you want to export more addresses than that amount, you should select a different method to export them.

flowerSoft will the scan the YTD Purchases file and select the accounts that conform to your selection criteria.

Notice that even though we asked for the top 100 accounts, flowerSoft selected 114 records.
Why? Because sometimes accounts, especially large ones, have more than one email address on file.

flowerSoft will then ask you to provide a name for the file about to be created.
In case you don’t know this, file names cannot contain any of the following characters: \ / : * ? ” < > and |

If you attempt to use one of those charaters, flowerSoft will scold you and remove them. For example:

The quotation mark is an invalid character and cannot be used in the file name, so flowerSoft responds with…

And then takes you back for you to confirm the name without the invalid characters…

Once we have a valid file name, flowerSoft will ask you for the PATH to the file. In other words, the location you want this file stored.

This is a very important step. If you don’t know where you placed the file, it may be difficult for you to find it later on.

flowerSoft will provide a “default” path for the file. If you want to accept that path, you do not have to do anything but hit the <Enter> key.

If you do not like the “default” path, you can provide your own, just make sure you remember where you placed it later on.

Similar to the case when you asked for the top 100 accounts and flowerSoft selected 114 records, in this case flowerSoft exported less records than it selected.
Why? Because some of the records selected might have had bad or missing email addresses and flowerSoft will not export those.

So there is one example of how you can use the customer rankings to select records.

Another example might be when selecting records from the client database.

These are some of the uses for customer rankings. More may come in the future.