Access Cancellation Email
- David Haskell (Unlicensed)
Summary / TL:DR: This article will introduce you to Auto Cancellation Emails for an Access (AMB) service in Blueshift.
3 min read
Table of contents
Capability
Send an email through Blueshift to confirm when a customer cancels an Access* service.
*Also known as AMB.
Description
When an Access service is cancelled by a customer, the agreement record for that customer is updated in Advantage. The Advantage workflow captures the update and generates an event to inform Blueshift about the action. This event then triggers a campaign in Blueshift.
Blueshift Event Name
access_cancellation
Event Payload Parameters
Parameter | Description |
|---|---|
event | Name of triggering event |
owning_org | Code for the legal entity associated with this access service |
Email address of billTo customer | |
customer_firstname | First name of billTo customer |
customer_lastname | First name of billTo customer |
retailer_customer_id | Concatenation of [Advantage billTo customer number]-[Advantage billTo emailId] |
billing_currency | Currency type associated with the transaction |
service_period | Defined length of an agreement |
service_period_description | Associated description name for the service_period |
expiration_date | The date on which access to specific content ends |
start_date | The date on which access to specific content begins |
renewal_flag | Indicates whether a renewal notice should be sent to the subscriber |
order_number | Unique identifier of the cancellation order |
transaction_amount | Amount to be refunded due to cancellation |
line_item | Total number of items included in an order |
item_number | Code used to identify the stock item |
item_quantity | Number of individual items included of the associated item number |
service_type_description | Associated description name for the way of packaging content within an access service |
Sample Payload
{
"event":"access_cancellation",
"owning_org":"625",
"email":"email@14west.us",
"customer_firstname":"Jen",
"customer_lastname":"Mathew",
"retailer_customer_id":"000123869643-000119386557",
"billing_currency":"US$",
"service_period":"Y-0005",
"service_period_description":"1 Year Agreement",
"expiration_date":"2025-05-31",
"start_date":"2020-06-01",
"renewal_flag":"Y",
"order_number":"xxxxxxx",
"transaction_amount":"216.31",
"line_item":
[
{
"item_number":"OV3SMMH1",
"item_quantity":1,
"service_type_description":"Micozzi's Heart Attack Protocl"
},
{
"item_number":"OV3SMMH1C",
"item_quantity":1,
"service_type_description":"Micozzi's Heart Attack Protocl Con"
}
]
}Setting up a Campaign
Create a triggered campaign using the event ‘access_cancellation’.
Set the condition “Skip Global Inclusion Segment Check” to “Yes”.
Select the associated template for your campaign. A sample email called 'FOR_COPY_SAMPLE AMB Cancellation' is available in your Blueshift Production instance.
If one campaign is used for setting up mailing for multiple publications, set the condition “User can be in the campaign journey” to “Multiple times concurrently”. This will allow you to send an email to a customer who cancels multiple subscriptions.
Reporting
The event name in the payload will be passed in the mailing activity events. This will be available in the reporting platform for filters.
Things to Consider When Planning your Migration and/or Setup
Please follow the Transition Guidelines shared by the MarTech team during your Migration Planning workshop.
If you have an existing Message Central Access Cancellation workflow on Advantage, your new Blueshift workflow has already been set up on Advantage and is ready to send events.
If you never had an Access Cancellation workflow on Advantage, there is no longer a need to share the new campaign ID with the Advantage team during initial set up. The same event category can be used for multiple campaigns, segments, etc. without Advantage configuration support.
The Access Cancellation workflow will account for all owning orgs associated with your Blueshift instance. Please note: additions of new owning orgs must be reported to the MarTech team so it can be added to your Blueshift instance.
Wrap up
You should now have a better understanding of Auto Cancellation Emails for an Access (AMB) service in Blueshift.
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