Hi Vaasu,
Well, I work for automotive industry client and our requirement was to send welcome e-mails for customers who bought vehicles in the last 15 days. Also we had certain other parameters to be included in the filtering logic to identify the list of customers who bought new vehicles in the last 15 days.
1. We created a BI Query to identify the list of new customers with pre-defined set of business logic to filter the customers. Please note that there are no input parameters for this query, the entire filtering criteria is pre-defined. When you click the report name it just gives you the list of BP's as output.
2. A custom program was built in CRM, which takes the BI Infoset and Query name as input parameters and generates a target group with the list of BP's coming from BI query output.
3. The same custom program stores the details of the TG in a custom table as a communication history.
4. We built in additional exclusion logic in the custom program, which checks this custom table for the previous run of the same program. The program identifies the previous TG based on the naming convention (BIQueryName_DDMMYYYY). Since the date is suffixed with the TG name, we were able to identify the TG that was created in the previous run.
5. So the new run of the program always checks the list of BP's in the previous TG and excludes the common BP's in the new TG that got created.
The custom program runs in a weekly batch schedule and it generates new TG every week with the naming convention BIQueryName_DDMMYYYY.
This is a complete custom solution and the program is built newly for this requirement. I am from the functional team and if you need any technical details, I can check with our technical colleague and get back to you.
Regards,
Siraj
