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Historical reporting on multiple transactions

Question asked by John Lane on Feb 8, 2018
Latest reply on Feb 8, 2018 by Grégoire Michel

Hi All,

 

Does anyone have any tips or resources to help on setting up a marketing success metric where there can be multiple successes over time from the same person? Example, if I define success as a transaction, but this can happen multiple times for the one person or potentially have incremental monetary value associated with these transactions which ideally would like to keep historical data on.

 

I was thinking to add in two fields on the person level with Transaction Flag and Most recent transaction date. My proposed structure of transaction flag and a most recent transaction date will be limited to the one field container and overwritten with multiple transactions over time I will lose historical data apart from program member status if I ran triggered smart campaign to capture the data change at that point in time during the program.

 

Ideally, it would be good not to use a custom object to keep the 1:M relationship between person and transactions to reduce complexity and increase the speed of execution.

 

Thanks!

John.

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