Send a email notficaiton for the first order placed by customer

Hi ​@Manikanta Dhulipudi ,

You could use a left join on the CustomerID from SOOrder to itself (aliased), to identify the earliest sales order.  The idea is to look for another sales order that has an earlier date and filter the GI to return only the records where there is NOT an earlier matching order.

I haven’t tested this GI as the trigger for a business event, but I think it would work so long as you include all of the key fields in the results. 

Because this query is essentially executing a cross join on SOOrder, I would recommend including a filter on the FirstOrder.OrderDate or FirstOrder.CreatedDateTime to limit the results and improve performance.

See screenshots below:

Hope this helps!

Laura

​@Manikanta Dhulipudi 

Could you do this via Business Event?

Have a Generic Inquiry feeding into it with a count of order numbers, if that order number counter is equal to 1, send the email, if not do not send.

Hi ​@aiwan .  A grouping is a good idea too. 

A few things:

If the business event is set to run on a schedule then grouping in a GI is supported.  If it is on a trigger to run in real time then I don’t believe grouping is supported. 

The cross join also allows you to return details (such as the contact email) from the sales order record.  With the grouping technique you could return the max contact email (which in this scenario where we are looking for the first order should be just fine).

I think that both methods have utility depending on the scenario.

Laura

Great solutions.  Thank you 

​@lauraj46 Can you attach the GI here?

​@lauraj46  when we use the Business event to send a notification for a customer it triggers for every order placed.

“

I developed a Generic Inquiry that correctly identifies customers placing their first order, and it is working as expected in the sandbox environment. However, after moving it to production, the Business Event is sending email notifications for every order placed, regardless of whether it is the customer’s first order or not.

I would appreciate any guidance on how to properly achieve this scenario using Business Events or any alternative approach/best practice.”

Hi ​@Manikanta Dhulipudi ,

Does your GI return records that are not the first sale?  If your GI uses grouping then you should run the business event on a schedule rather than on a trigger.  Otherwise it is not guaranteed to fire correctly. 

Hope this helps!

Laura