StockSense

White Cup is proud to introduce a new feature called StockSense! Do you have dying stock you are looking to sell? Or do you simply want to target specific products for an upcoming promotion? Stocksense allows you to build Product Campaigns directly from a Product report in White Cup BI.

Note: This feature is only available to customers who have WCCRM and WCBI. If you are a standalone WCBI customer and are interested in WCCRM reach out to us for more information.

How does this work?

This section takes you through the step-by-step process on how to create a Product Campaign within WCBI.

1. In WCBI, navigate to a report that contains a Product dimension. If necessary, drill down to view the list of Products within the report.
2. Click the Product you wish to create a campaign for and select Create Campaign.
3. The Create Product Campaign screen in WCCRM opens in a new tab:
   1. The Campaign Name defaults to "Product Campaign for (name of product)".
   2. Select an Email Template to apply to the campaign.
   3. The Send To options determine the criteria of who will receive the campaign email. You can choose between:
      1. All Customers who have purchased the associated product
      2. All Customers who have purchased from this product group
   4. You can also apply a date range to narrow down the list of contacts who will receive the campaign.
   5. After setting the criteria, you can check the number of matching contacts by selecting the icon on the top of the page.
4. When finished select Create. The Create Campaign screen opens. From here you can configure your campaign. 

NOTE: The list that generates will pull all associated contacts from the accounts that meet the criteria, which in some cases could be a large number of contacts. We recommend building/using suppression lists to narrow down the list of contacts you wish to receive the campaign.