Hi -
I am trying to figure out how to build a list of recently purchased gift certificates so that we can schedule these to be pulled by WordFly to send "pretty" certificates via email. Has anyone figured out how to do this? I cannot seem to find any options to build this in List Manager.
Thanks!
I made a view(s) for gift certs that are handy with both IDing GCs by transaction date, balance (calculated) expiry and GC#. You could run a little SQL in a list of you wanted GCs with transactions in the last few days etc. (Let me know and I'll post it)
We did this in bulk for our credit vouchers but I was planning on automating all online GCs via TNEW. The thing I was proud of getting sorted was the code to allow an image behind the text for both html and MS-Outlook desktop.
Give this a try in List Manager. It should give you the purchasing Constituent ID with the Gift Voucher purchase date between 2 dates (in this case last 7 days)
Our payment method is 11 but change that to yours and adjust the data. You can use actual dates but these are relative in case you are automating it.
Of course if you run your output set that's the best way to test what's going into WF.
Cheers,
H
Select distinct customer_no FROM ( Select ROW_NUMBER() OVER (PARTITION BY gc_no Order By Sequence_no) as RowNum, * FROM (Select p.sequence_no, p.customer_no, gc.gc_no, p.pmt_dt from T_PAYMENT p Join T_GC gc on gc.payment_no = p.payment_no where p.pmt_method = 11) as b -- 11 is our GV payment ID ) a Where RowNum = 1 and pmt_dt between GETDATE()-7 and GETDATE()
Thank you so much Heath! I always appreciate your input and assistance! I will be trying this during my build! Again, appreciate you!
No problem. Anytime.