Skip to main content

CreateMarketingTriggeer

Description

CreateMarketing recurringtriggers billing request. Recurring billing request isare used to instructtrack any activity of the servercontact to/ createpublic individual instance of Billing Request,user, which ishave asome sourcemeaning forin Invoiceyour creation. company sales or marketing process.

ImportantFields ParametersDescription

price to be charged

1

Pcs

Price

Product

ofdescription avoidspammingAtollonwithaggregatepage
amountField name UnitExample Description
billingDatebaseType Sample date,

new-phone-number

in

url-visit

which

goal-achieved

Text identification of the Billingmarketing Requesttrigger will(what beactually used as a date for invoicing.happened)
billingStatuscontextId 123456789000 Identification ..of Pending

Folder

2ID, ..Project ForID Approvalor (SalesActivity OrderID mayin Atollon's context structure. It is necessary to enter context ID in case it should be generateddisplayed here)

in

3context .. To Be Invoiced (Invoice may be generated here)

Timeline.
totalQuantitycontactId 113456789000 Identification toof becontact, chargedwho percaused Unitthe price after free Qty is reduced

trigger
catalogPriceurl https://yourcompany.atollon.com/pub/23423432 Page beforethat anythe discounts

contact visited (optional)
itemtrackingCode yourSuperCampaignXYZ Any ID

text string representing one particular campaign / marketing activity / message template
namedescription Contact

Mainvisited titleURL

 Any thedescriptive futuretext Billingthat Request

will be visible to Atollon users in Timeline
notetriggerDate 2020-08-12

Future12:00

 When ofthe Billingtrigger Request

happened?
purchasePricenumberOfVisits

Unit price for which the goods is purchased

Quantity45

Pcs to be charged per Unit Price

folder

Customer folder ID

totalAmount

total qty * amount

totalAmountWithVat

totalAmount + VAT

vatValue

VAT rate in numbers

ratio

fixed value (100) = 100%

taxationDate

Date relative to Billing Date, in which you may decide to put the transaction into current / previous / next periods. Put any date close to Billing Date (ie any day in the same/previous month)

isModelItem

1

validFrom

Date, from which the rule becomes active. Difference of dates between validFrom and billingDate is important. Item generated in validFrom = today should have billingDate today + 1 year, inIn case the firsttarget next feeuser is paidsuper afteractive one(or yearrobot), ofwe usingmay thewant service.

to
validTo unnecessary

Expirationrecords date

and
destinationProject

Target Project ID, where the Billing Request will be created.

billingFrequency

2 .. yearly

4 .. quarterly

6 .. monthly

8 .. weekly

10 .. daily

visits

The example below notifies Atollon about new phone number added to contact. Atollon may therefore create call task.

Example Request Example

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:wsdl="http://atollon.com/enterprise/wsdl">
   <soapenv:Header/>
   <soapenv:Body>
      <wsdl:CreateFolderItemCreateMarketingTriggers>
         <server>acme</server>
         <session>7CDF678513DCBF0379DDD26A6961B604D7F1515CBD0461A...DBD04</session>
         <ITEMMARKETING_TRIGGER>
            <amountbaseType>1234new-phone-number</amountbaseType>
            <billingDatecontextId>132716101</contextId>
            <contactId>139663101</contactId>
            <url>www.yourcompany.com/product/page</url>
            <trackingCode>www.company.com/product/page</trackingCode>
            <description>Extranet user added new phone number</description>
            <triggerDate>2020-05-14T00:00:07-31 12:00</billingDatetriggerDate>
            <billingStatusnumberOfVisits>21</billingStatus>
            <totalQuantity>5</totalQuantity>
            <catalogPrice>190</catalogPrice>
            <currency>CZK</currency>
            <item>133629101</item>
            <name>Repeated service</name>
            <note>Billing the yearly service.</note>
            <purchasePrice>130</purchasePrice>
            <quantity>5</quantity>
            <folder>139676101</folder>
            <totalAmount>6170</totalAmount>
            <totalAmountWithVat>6787</totalAmountWithVat>
            <vatValue>10</vatValue>
            <ratio>100</ratio>
            <taxationDate>2020-05-14T00:00:00</taxationDate>
            <validFrom>2020-05-14T00:00:00</validFrom>
            <validTo>2099-05-04T00:00:00</validTo>
            <destinationProject>139704101</destinationProject>
            <billingFrequency>2</billingFrequencynumberOfVisits>
         </ITEMMARKETING_TRIGGER>
      </wsdl:CreateFolderItemCreateMarketingTriggers>
   </soapenv:Body>
</soapenv:Envelope>

Example Response Example

<ns0:Envelope xmlns:ns0="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://atollon.com/enterprise/wsdl">
   <ns0:Body>
      <ns1:CreateFolderItemResponseCreateMarketingTriggersResponse>
         <result>OK</result>
         <time>0.0134570622972488</time>
         <countnewId>0400097101</count>
         <itemId>139812101</itemIdnewId>
      </ns1:CreateFolderItemResponseCreateMarketingTriggersResponse>
   </ns0:Body>
</ns0:Envelope>

 

 

Back to top