Hello Zoho Community,
We are a team working in a theater and we want to use Zoho CRM to segment customers, for campaigns, but also to create segmentations of all kinds.
Let's say a spectator buys two tickets to a show, say Coriolanus, on Saturday, October 22 at 3pm. (there is also a performance at 8pm of the same show on Saturday).
I want to import this transaction, i.e. associate a contact with a show. More specifically
to a representation of this show (3PM).
For the show, I have this
information:
Title; Coriolanus
Date; October 22, 2022, 3 p.m.
CODE from box office: COR221022P (p for afternoon, two performances)
And eventually all the
transaction infos
While attending Zoholics Canada, in a face-to-face with a Zoho employee (only 15 minutes), he recommended that I create a custom module, called "shows".
By creating a link with the contact module, it is possible to create shows and associate contacts with this show. But is this the right solution? Couldn't every performance of a show be considered more like a product? An event or a visit?
Let's go back to the "show"
module.
If I can manually associate a contact with a show, I don't see how to mass import
this information. In addition, it seems impossible to filter by shows in the contact
module, and therefore I do not see how to segment for sending an email to spectators
of a particular show (performance).
Someone could help me better
understand…
1. If I'm on the right track
with a custom module
2. Whether it is possible
to segment contacts by data from a custom module
Thank you!