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.

How To

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.

For this example, we will look at cross sell opportunities. In the bucket of customers, you can see that there are some which display a cross sell opportunity. Reacting to this would be beneficial if you are aware of it. As such, you can create a watcher either directly from the portlet. Alternatively, you can use the dashboard. If you create from here, you will be asked from which portlet you want to create the Watcher.

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Customer Insights Dashboard - Global View

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Selling Opportunity Dashboard displaying the health score for available customers

All the data will be displayed to the Watcher: inputs can be found on the left-hand side as before where you can make changes if needed, as well as the portlet which shows you the sell opportunity. Here you can set up your detection rules as needed.

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.

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.

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.

From this moment on, whenever you submit a new Watcher customer data reflecting the rules will be displayed. This may mean that based on the changes in data, the system will display new numbers of customers with cross sell opportunities, in our case. If the number changes, as a watcher, you will get notified. You can decide the frequency with which the rule runs so you can adapt it to your needs.