Note: Add this as existing content under Watcher creation.
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Make sure to check the Upgrade Notes as some changes may affect application behavior. |
Clover Club release introduces a new version of the Actionable Insights Accelerator Package. This can be found and deployed from the Marketplace. To learn more about how to deploy the package and all the permissions needed to do so, check out the documentation here.
Upgrades in Clover Club
With the new release, along the data sources aiming at an analytical perspective like Datamarts or Rollups, Dashboards have been added as sources of data for Watchers. This means that now, you can watch specific information from Customer Insights or Sales Insights directly from the respective dashboards.
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Now Watchers/ Actions can be created from Analytics > Data Analyzer > Charts (either of the available charts can provide the option to create a Watcher) |
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How To
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When you create a Watcher or Action, the dashboard it refers to will be automatically attached for easier use and visualization. |
To show how this looks in Pricefx, we used Customer Insights – Global View Dashboard. This displays data about the customers, their health score which is important for Customer Insights. All these numerical values can be watched now by Watchers and they can use them to trigger alerts or show notifications and create actions for users.
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Note that when you do so, the logics must be run again, and this may take a while, so be patient. Learn more about logics in Actionable Insights here. |
Create Action Straight from Portlet
You now also have the option to Create Action right from the portlet. This means that you do not have to create Watchers for re-occuring situations. You simply create an action and assign it directly. To do this choose Create Action in the portlet under Create button and fill out the dialogue window.
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Summary
In the summary field you can see the section and the portlet names where the action was found. You also have a predefined text that you can use or adjust to your liking.
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LEARN MORE: If you want to know more about Actions, go here. Each Watcher has an action step so make sure you check out all the use cases. |
Detection Rules
Easily set up your detection rules using the dropdowns based on your needs. When you complete this step, the system will display the customers in question. To see them, cick on Preview Rules.
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LEARN MORE: If you want to learn more about how to work with Watchers in Actionable Insights, go here. | ||
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When you create a Watcher or Action, the dashboard it refers to will be automatically attached for easier use and visualization. |