I'm trying to achieve a scheduled action that will execute the following.
SCHEDULED ACTIONS
Requirement: Change record in Internal Reference field on Partner model for the following 3 scenarios:
SCHEDULED ACTION 1
IF 365 spend = £5000 +, REMOVE EXISTING THEN INSERT [A]; AND IF 365 spend more than previous period THEN INSERT [1] OR IF 365 spend less than previous period THEN INSERT [2]; AND IF less than 365 days since first order THEN INSERT [N]
SCHEDULED ACTION 2
IF 365 spend = £500-£4999.99, REMOVE EXISTING THEN INSERT [B]; AND IF 365 spend more than previous period THEN INSERT [1] OR IF 365 spend less than previous period THEN INSERT [2]; AND IF less than 365 days since first order THEN INSERT [N]
SCHEDULED ACTION 3
IF 365 spend = below £500, REMOVE EXISTING THEN INSERT [C]; AND IF 365 spend more than previous period THEN INSERT [1] OR IF 365 spend less than previous period THEN INSERT [2]; AND IF less than 365 days since first order THEN INSERT [N]
SOME EXAMPLES
Internal ref = A1N - means its top spender, newly partnered with us
Internal ref = B2 - means its a good spender but declining
Internal ref = C1 - means its a low spender but growing.
KEY
A - top spender
B - good spender
C - low spender
1 - growth
2 - decline
365 Spend = Commercial Entity sum untaxed total of invoices or confirmed sales orders in year (which ever is easier to measure)