Prelude to Start/Stop

Consider the example illustrated above under Setting up a New Customer Prior To Start/Stop. In this example, the order transaction is used to create a new person and account; no service agreements are created when the order is completed. Rather, after the order is completed, the user is automatically transferred to Start/Stop where they can create service agreements. The following diagram illustrates how such a campaign might look:

Note the following about this campaign:

• Because this campaign is used to establish new customers, you should define new customer default information. The order taker can override these default values.
• If we assume you don't ask marketing / eligibility-oriented questions when you take-on a new customer then this campaign would not require any questions.
• On a campaign, you can define additional fields to be updated on the related person, account and premise when orders associated with the campaign are completed. For example, you could indicate that the account's override due date and automatic payment options should be confirmed when an order is taken. In our example, we are assuming that we want to define the customer's automatic payment options and their date of birth.
• As described under Marketing Surveys, a campaign's eligibility rule(s) control whether the campaign appears in the "eligible campaigns" content zone and on an order's eligibility tree. This campaign is odd in that we don't want it to ever appear as an "eligible campaign" because it's only used for NEW customers. In order to make this work you must:
  • Define an eligibility algorithm on this campaign that prevents it from appearing as an "eligible campaigns". Refer to A Campaign That Is Never Eligible for more information.
  • Update the installation record to indicate that this campaign is the one that should be used on orders created when a user presses the "Add an Order" button on Control Central - Search. Refer to Setting up a New Customer Prior To Starting Service for more information about the flow of this business process.
• Because this campaign is used purely to add accounts and persons, it doesn't need any packages. Packages are only necessary if service agreements are created when an order is completed.
• Because this campaign doesn't have packages, we have indicated that the button that allows an order to be completed without selecting a package is enabled. If you don't enable this button, a user won't be able to complete the order (and it is only during order completion when the "V" is updated with the information on the order). Notice that we have assigned the button a label of Update The V and Go To Start.
• This campaign should be setup to transfer the user to Start/Stop after the order is completed.