Video Transcript
I had a client that wanted to do kind of a “fast action bonus” for the first 50 people to buy a product. I set up a way to kind of track the inventory, so that we knew who to send the bonus to. Let me show you how I did that.
I made a custom field in the client’s user records. I made one for their quantity. It’s a numeric field. I set it to 50. So far, eight people have bought this. I set it to 50 people. Now it’s going to count down from 50. The first 50 people will get our fast action bonus. The way it works is I have a delivery sequence for the product so they get an email immediately that gives them access to it. I’m also time stamping them. I’m setting the time that they bought the product. The time and date in this rule, but here’s the rule about the inventory.
First thing I’m doing here is I’m saying, if this is true, if this field, which is owner, quantity is greater than zero then I want to do this. I want to take the quantity and subtract one. I’m going to take that same field and subtract one. Each time somebody goes through here, it’s taking one off the quantity. Then the next step is I’m going to send them the bonus email, so then I’m going to check to see if, again, if this quantity is greater than zero, then I’m going to send this email. Once it gets down to zero, once 50 people have bought this, they’re not going to get the bonus email anymore. That’s how it’s working.
You would have to have custom objects enabled in your account to do this, although you’re not really setting up a custom objects. Your user record is technically a custom object, so that’s why you need to have it set up so that you can get to this field from within your context field. If you’re on the basic account, you don’t have custom objects, you won’t be able to do this, but if you are on a full ONTRAPORT account and have custom objects set up, you can do this without actually adding any custom objects because this one already exists. It’s your user field. It’s the owner. Here, we’re calling it owner. It’s your user information.
The other thing you would have to make sure is that every contact has the same owner. If you have two user accounts and you are using different users for different people inside your account, that wouldn’t work because then you’d have two separate fields. You’d have Owner A and Owner B. They’d each have their own value for this number. You have to make sure everybody has the same contact owner.
All right. That’s it. Any questions, hit me up below.
