Determine The Properties Of Every Miscellaneous Field
At this point, you have amalgamated all miscellaneous fields required for the campaign and its packages. Now you have to define the following for each field:
• Prompt On Order. This is the prompt that will prefix the field when the
order is taken. The following table provides examples.
• Campaign Applicability. This controls whether the field is optional , required, or only applicable on package(s).
◦ A value of required means the order taker must enter a valid value before packages are displayed for selection.
◦ A value of optional means the order taker can leave the field blank prior to package selection. You can make an optional field required on individual packages. For example, you would probably make Date of birth required on the Senior package.
◦ A value of only applicable on packages is used for fields that are only captured for specific packages. Fields of this type are suppressed prior to package selection. When you setup a package, you indicate if the field is applicable (if so, the user is only prompted for the field if the package is selected).
• Type Of Response. This controls where the field is stored when the order is completed and how it is validated. You have two options: characteristic or column.
◦ If a field is a Characteristic, you must define which entity the characteristic value is to be stored on when the order is completed ( Person, Account, Premise or Order ). You must also define the Characteristic Type as this controls the characteristic value entered by the user.
◦ If a field's value resides is a column (as opposed to a characteristic value), you must define the
column reference. A field's column reference controls three things:
• How the field's value is retrieved. A field's value is retrieved when an existing person / account / premise is referenced on an order.
• How the field's value is validated. A field's value is validated before package eligibility is determined and before the order is completed.
• How the field's value is posted (i.e., updated on the database). A field's value is posted when an order is completed.
Fastpath:
Refer to
Extract Column References From Miscellaneous Fields for more information about column references.
• Default Value On Order. This controls whether the order taker is supplied with a default value when an order is created. Note well: for optional and only applicable on package fields, you can specify a different default value on each package.
Misc. Field | Prompt On Order | Campaign Applicability | Type Of Response | Default Value On Order |
Date of birth | What is your date of birth (used to qualify for senior discount)? | Optional | Characteristic Entity: Person Char Type: Date of birth | |
Type of Residence | What type of residence do you live in? | Required | Characteristic Entity: Premise Char Type: Type of residence | S (single family) |
Type of Heat | How do you heat your home? | Required | Characteristic Entity: Premise Char Type: Type of heat | E (electric) |
Number of Units in House | How many units are in the entire house? | Only applicable on package(s) | Characteristic Entity: Premise Char Type: Number of units in house | |
Auto Pay Start Date | What day would you like to start automatic payment processing (YYYY-MM-DD)? | Optional | Column Column Reference: Auto Pay Start Date | |
Auto Pay End Date | What day would you like to stop automatic payment processing (leave blank if not applicable)? | Optional | Column Column Reference: Auto Pay End Date | |
Auto Pay Source | From what type of credit card / bank will the funds be debited? | Optional | Column Column Reference: Auto Pay Source | |
Auto Pay Account Number | What is your credit card / bank account number? | Optional | Column Column Reference: Auto Pay Account Number | |
Auto Pay Account Name | What is the name on your account? | Optional | Column Column Reference: Auto Pay Account Name | |
Auto Pay Account Expiration Date | If paying with a credit card, what is the expiration date (MM-YYYY)? | Optional | Column Column Reference: Auto Pay Credit Card Expiration Date | |
Service Rating | Please rate our service | Optional | Characteristic Entity: Person Char Type: Service rating | 1 (excellent) |
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