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Get Customer by Account Balance with Range


 

This Dynamic List returns a customer list, where the customer has an account balance greater than or equal to the defined Minimum Balance but less than or equal to the defined Maximum Balance for either the Instore Point account or the Instore Credit account. Aside from the customer list, the actual account balance is also returned with this list, either as a positive amount, or the negative balance amount. The negative balance allows this list to be used with a credit template to remove the existing balance of the selected account. Another great use for this list is to use it with a Message Template to let customers know if they are close to a Point goal, which could earn them wallet credit. 

What are the parameters?

  • Account Type:
    • This is a drop down list parameter, allowing for the selection of what Account Type the Dynamic list will be looking at. The only valid selections from this list are either the Point or Prepay account type.
  • Account Subtype:
    • Another drop down list parameter, where the specific account is actually selected. Only one value from this list is valid for either of the valid Account Types:
      • Point: Instore Points 
      • Prepay: Instore Credit
  • Minimum Balance:
    • This is the defined minimum account balance that will be compared against. The customers returned must have an account balance greater than or equal to this amount, but less than or equal to the Maximum Balance.
  • Maximum Balance:
    • This is the defined maximum account balance that will be compared against. The customers returned must have an account balance less than or equal  to this amount, but greater or equal to the Minumum Balanace.
  • Role(s):
    • One, or more, role can be defined (coma delimited). If no role is necessary, then an asterisk can be used. If a role(s) is defined, only customers with one of the defined roles will be returned.
  • Return Negative Balance:
    • Unchecked: the customer and the balance of the selected account will be returned. The value of the account balance will be returned as the actual balance
    • Checked: The customer and the negative account balance of the selected account will be returned

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