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Client Status Triggers can automatically create tasks or initiate a variety of communications based on the client status due date, as well as on the client's birthday or anniversary date.
Go to Maintenance
> Client > Client Status Triggers.
Select a client status from the drop-down list
and then click New on the
ribbon to create a new trigger for that status.
Type in a Description for the trigger.
Select the Trigger Type from the drop-down list. The following choices are available:
Call - Create a call record for each client that meets the criteria at the time the trigger is processed.
Email - Send an email to each client that meets the criteria at the time the trigger is processed.
Letter - Generate a printed letter for each client that meets the criteria at the time the trigger is processed.
Email/Call - Send an email to each client that meets the criteria. If a client doesn't have an email address on file, a call record will be generated instead.
Email/Letter - Send an email to each client that meets the criteria. If a client doesn't have an email address on file, a printed letter will be generated instead.
SMS - Send an SMS text message to each client that meets the criteria at the time the trigger is processed.
SMS/Call - Send an SMS text message to each client that meets the criteria. If the client doesn't have a phone number that is SMS-enabled, a call record will be generated instead.
Task - Generate a task for each client that meets the criteria at the time the trigger is processed.
Choose your Trigger Date option:
Status Due Date - With this option, the trigger can be based on the date a client is changed to this status, or a date that is "x" number of days before or after the status due date.
Birthday Date - With this option, the trigger is based on the client's birthday date. Select On Birthday Date or enter the number of days before or after the birthday date.
Anniversary Date - With this option, the trigger is based on the client's anniversary date. Select On Anniversary Date or enter the number of days before or after the anniversary date.
Choose to exclude "Do Not Market" and/or "Do Not Call" clients if desired.
Enter and/or select the appropriate Trigger Behavior. These options will vary based on the trigger type you've selected.
Click OK to save the trigger.
Spectra will set up the trigger for processing by filtering through your database and excluding records that may have fit the criteria in the past. This prepares the trigger for use going forward. Triggers can be processed by going to Utilities > Run Status Triggers.
For more information on using triggers throughout Spectra, please see the "Triggers" topic in the "Spectra Tools" chapter.
