Automated Tasks: Examples


Examples of Automated Associate Task rules.

Thank You on New Purchases

Rule

Thank You on purchase > $1000

Trigger Type

Sale Committed

Trigger

Inventory Sold

Filter

Item Filter

General tab
Price Min: $1000

Type & Status tab

Pricing Methods: Item Pricing

Inventory Type: Inventory

Task Associate

Primary Sales Associate

Date Adjustment

1 days

Task Details

Thank you follow up on new purchase >$1000

 

 

Notify Customers Repair is Ready

Rule

Repair ready – notify customer

Trigger Type

Repair or Custom Job Change

Trigger

Repair Marked Done

Filter

Job Filter

General tab
Job Type:  Repair

Status/Dates tab

Defaults (all dates)

Task Associate

Primary Sales Associate

Date Adjustment

0 days

Task Details

Repair ready – notify customer

 

 

Engagement Ring 6 Month Inspection/Cleaning Follow-up

Rule

Engagement Ring – 6 month inspection/cleaning

Trigger Type

Sale Committed

Trigger

Inventory Sold

Filter

Item Filter

General tab
Category: 100

Type & Status tab

Inventory Type: Inventory

Task Associate

Primary Sales Associate

Date Adjustment

6 months

Task Details

6 month engagement ring follow up – offer inspection/cleaning

 

 

New Customer Referred, Thank Referrer

Rule

New customer referral – thank referrer

Trigger Type

Customer Change

Trigger

Customer Created

Filter

Customer Filter

Rewards/Referral tab
Has Been Referred

All Other Tabs

Defaults

Task Associate

Primary Sales Associate

Date Adjustment

0 days

Task Details

New customer referral – thank referrer

 

 

New Repair Needs to be Completed

Rule

New repair needs to be completed

Trigger Type

Repair or Custom Job Change

Trigger

Repair Created

Filter

Job Filter

General tab
Job Type:  Repair

Status/Dates tab

Defaults (all dates)

Task Associate

Specific associate:  your jeweler

Date Adjustment

0 days

Task Details

New repair needs to be completed

 

 

Care Plan Annual Follow-up

Rule

Care plan sold – annual follow up

Trigger Type

Sale Committed

Trigger

Care Plan Sold

Filter

Item Filter

General tab
Defaults (all blank)

Type & Status tab

Defaults

Task Associate

Primary Sales Associate

Date Adjustment

12 months

Task Details

Care plan sold – annual follow up

 

 

Updated on Wed, 26 Mar 2025 by Dominick Mastri

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