Problem:

To improve customer retention, it is important to categorize customers based on the amount of time since their most recent order. You can use that information to automate processes to reach out to customers that have not ordered in a certain time frame.

 Use Rollup Helper to rollup the date of the most recent Order. Use Rollup Helper to rollup the date of the most recent Order.

Solution:

Use Rollup Helper to roll up the date of the most recent Order to the Contact. A formula field can be used to calculate the number of days since the order was placed. Another formula field can assign a “bucket” determined by the number of days. The Contacts that fall in the bucket can then be targeted with a campaign to re-engage them.
 

  • Create 3 Fields on Contact
    • Date: Most Recent Order Date
    • Formula: Number of Days Since Last Order
      • Number
      • Most_Recent_Order__c - TODAY()
    • Formula: Order History Status
      • Text
      • IF( Number_of_Days_Since_Last_Order__c <> 0 && Number_of_Days_Since_Last_Order__c < 90, "Green", IF( Number_of_Days_Since_Last_Order__c >= 90 && Number_of_Days_Since_Last_Order__c <= 180, "Yellow", IF( Number_of_Days_Since_Last_Order__c > 180, "Red", "" ) ) )
  • Create a rollup to populate the “Most Recent Order Date” field.
    • Step 1)  Select Destination Object
      • Contact
    • Step 2)  Select Target Field
      • “Most Recent Order Date”
    • Step 3)
      • Which Object would you like to use as the source of your rollup?
        • Order
        • Customer Authorized By ID - Order.CustomerAuthorizedById
      • Which field on Order should we use as a source for your rollup?
        • Activated Date
        • Maximum
    • Save and Run the rollup.
    • Enable real time on Order if you have not already done so.
       

 Use Rollup Helper's filtering capability to add any criteria that you may need. Use Rollup Helper's filtering capability to add any criteria that you may need.

For additional assistance with the setup of your use case, please email: sales@passagetech.com
 
How are you using the Order object and would this be a beneficial use case for you? Please let us know by commenting below.