CSM Simulator Task 12
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-06-2024 06:41 PM
Hi everyone,
I am working on the CSM Simulator tasks and I am having trouble with task 12:
ABC Corp would like to leverage Targeted Communications to contact all owners of Acme KX Series KX5000 devices.
As an Admin, create a new recipients list named “North American Customers” and use the condition builder to select only the owners of the “KX Series – KX5000” product.
Create a new publication and set the publish date to today’s date, with a publish time 2-3 minutes from now (your instance may be PST). Set the expiry date to tomorrow.
Next change the state of your publication to Published.
How do I create a recipients list with just the "KX Series - KX5000" owners?
Thanks in advance.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-16-2024 02:26 PM
Navigate to All > Targeted Communications > Recipients Lists.
Click New. Fill in the fields on the Recipients List form per the request.
Name: North American Customers
Type: Accounts (customer_account)
Dynamic Condition: Accounts (customer_account) with product is KX Series - KX5000
User field: Contacts (customer_contacts)
Right clic to Save or Submit.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-26-2024 04:23 PM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
02-27-2024 03:37 AM - edited 02-27-2024 04:38 AM
@Gabriela Freita your missing the product filter condition. Change the table to case
Product is KX Series - KX5000. Update and retry
Name: North American Customers
Type: Accounts (customer_account)
SetUp
Dynamic Condition:
Table: Case(sn_customerservice_case) with product is KX Series - KX5000
User field: Accounts
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-09-2024 11:10 AM
Thank you for the screenshot as I was not aware on how / where to find the dynamic condition