Form for wine subscription and notification mail to customer when the item arrives

Proposal Summary 

• The proposal covers the scope of creating a new menu for En PRIMEUR in heading with list of campaigns. We have to create landing pages for each campaign and landing page with a form where customers could select the items, they are interested in. When the user submits the form an email confirmation needs to be sent to will@nickollsandperks.co.uk and callum@nickollsandperks.co.uk.  
• From the campaign page, the user needs to give their email id and needs to choose “Register” or “Update” button. So, by checking the entered email id, we will check whether the user is a registered customer of this domain. If so, then the form page will be showing if the user clicks on the “register” button or if the user selects “Update” option then the user will be redirected to “Myaccount” page of the website.  
• If the entered email is not of a registered customer, then we will redirect the customers to the login/registration page. So, the customer needs to register in the website and if the registration completes then it will redirect back to the form page. 
• The form will be accessible only for the customers who registered in the website. 
  When the form is submitted, a custom record will be created.  
• When an item is made active, we will check whether there are any linked customers. If so, we can send an email to all of those customers informing the availability of the items. 

• There will be a new tab in the “Myaccount” page of website. So, the user can see all the “interested list” of each campaign in that page. 
• This proposal includes the solution and effort for developing the landing page, email templates and its related functionalities. 

Requirement 
 

Requirement is to develop a new menu for “En PRIMEUR’ in the header with a list of “campaigns”, along with landing pages for each campaign and also develop landing page with a form where customers could select the items, they are interested in. Need to add a new tab in the “myaccount” section to store the details of the interests made by that customer. 

• Develop a new menu for “En PRIMEUR’ with the list of campaigns. 
• On clicking each campaign, the user redirects to corresponding campaign page. From each campaign page, the user can redirect into the registration page. 
• From the campaign page, the user needs to give their email id and needs to choose “Register” or “Update” button. So, by checking the entered email id, we will check whether the user is a registered customer of this domain. If so, then the form page will be showing if the user clicks on the “register” button or if the user selects “Update” option then the user will be redirected to “Myaccount” page of the website.  

• If the entered email is not of a registered customer, then we will redirect the customers to the login/registration page. So, the customer needs to register in the website and if the registration completes then it will redirect back to the form page. 
• The form will be accessible only for the customers who registered in the website. 
  When the form is submitted, a custom record will be created. 
• When the form is submitted an email confirmation need to be sent to will@nickollsandperks.co.uk and callum@nickollsandperks.co.uk. 
• Save the details from the form in the NetSuite Customer record and Item record.  
• When an item is made active, check whether there are any linked customers. If so, send an email to all of those customers informing the availability of the items. The form will contain the wines which the customer is interested in, so we will need to save this somewhere, preferably in the customer record and the item record in NetSuite, but we can record this info externally if it’s much easier. 

• If items are out of stock when the time of purchase, then the customer can select the interested item, and when they are active in the website an email is send to the corresponding customer with the information. 
• In that email we prefer a Buy now button and using that button customers can go directly to the item page. 

Solution / Plan of action (SOW) 

1.Header Menu 

In the header section, we will add a new tab EN PRIMEUR or Wine Futures. On clicking the tab, the user will be redirected to new page.  

J&J Q- We have a list of En-primeur in our domain. Do we need to show all these lists of campaigns in our drop down? 

The list of the campaigns will be listed from the configuration record. 

On clicking each campaign, the user will be redirected to new pages. All pages are landing pages. 

2.Landing pages 

1. EN PRIMEUR Page 

The design of the page will be similar to the cru-wine En-Primeur page. Images and content will need to be shared by N & P. The page will be created in SMT. 

1. A banner image or content need to be shared by N & P 

2. The drop down lists the individual En-primeur marketing campaigns. 

3. The general info about the individual campaign with the links to the corresponding campaign page will be listed. 

4. On clicking the link, the user will redirect into the corresponding campaign page. 

5. When you click the button, you’ll be taken to a new page with more information. The page will be created in SMT and will look similar to the cru-wine En-Primeur detail page.  

2. EN PRIMEUR Details Page 

The design of the page will be similar to the cru-wine En-Primeur page. Images and content will need to be shared by N & P. 

The page will be created in SMT. 

3. Campaigns Page 

We will create new landing pages for each campaign. The pages will be created in SMT and design will be similar to the cru-wine campaign page 

1. A banner image or content need to be shared by N & P 

2. On clicking the link, the user will redirect into the detailed campaign page. 

3. When you click the “Register Interest” button by giving email address, you will be taken to a new page with a form to register your interest.  

4. If the user has already registered their interest, they can update it by entering their email address and clicking on the “Update Interest” button. 

4. Campaigns Details Page 

We will create new landing pages for each campaign. The pages will be created in SMT and design will be similar to the cru-wine campaign page 

The images and details need to be shared by N&P. 
 

Note:  

> The image or content for the landing pages need to be shared by N & P 

> When a user clicks either the “Register Interest” or “Update Interest” buttons, they will be redirected to the same page. 

> The “Update Interest” and “Register Interest” button will work only if an email address is entered. if not, it will not redirect. So, while clicking the buttons, it will check whether the customer is a registered customer of this domain. If yes, then only it will show the form otherwise it will show a message as follows” Please login to the domain” and will redirect the user to the login/Register page and the customer needs to register there. After login, it will redirect to the form page where the user can create/update their interest. 

5. Register Your Interest / Form submission 

The registration page contains a form with required fields.  

We have a single registration page to register our interest for all campaigns. 

Depending on the campaign, the header, breadcrumb and the list of interested wines change. 

It is a sample structure of the form page and the design will be updated to match the website theme. 

In the form the input fields are, 

• Email 
• First name 

• Last name 
• Phone number 
• How did you hear about us 
• Please tick the items you are interested in and our team will get in touch regarding your interest and will notify you once wines are available. 

All the above-mentioned fields will be maintained as mandatory fields. The user cannot submit the form without filling these mandatory fields. 

Note: 

• The values for the fields “How did you heard about us” and “Please tick the items you are interested in and our team will get in touch regarding your interest and will notify you once wines are available” need to be provided by N&P. 
   
• The values for the field “How did you heard about us” will be set in configuration record and will be same for all campaigns. 
   
• When the form is loading, we will fetch the details from the customer record and will fill the following fields “Email”, “First name”, “Last name”, “Phone number” with those values. To prevent the client from editing the “email” field, we will make the “Email” field as non-editable one. 
   
• The list of interested items will be dynamic and will vary for each campaign. To manage the values, we will keep a custom record. (Refer Point 3) 

3. Custom Record – For Showing the Interested item list and header for each Campaign 

We will keep a custom record “Primeur Marketing Campaigns” with the below fields 

1. Campaign Name 

2. Heading of the form  

3. Interested Items – In which we can set the list of interested items to be displayed for each campaign. It will be a sub-list and N&P can add or remove items from this list. While updating the list in the custom record, it will be updated in the website front end as well. 

The heading and interested wines list for each campaign can be updated from the custom record entries. 

4. Different Cases – to be considered for Form 

For new customer/ User accesses the page by clicking the “Register Interest” button 

When the users click on the “Register Interest” button in detailed campaign page, they will redirect to the ‘Register Your Interest / Form’ page. They can register their interest by submitting the form after enter the mandatory fields. 

> On submitting the mail id and clicking the button “Register Interest”, we will check the email field of the form. 

• If the user is not an existing customer of the website: If the entered mail id is not a customer of this domain, then we will show a message as follows” Kindly register in the domain ” and redirect them to the login/Register page and the customer need to register there. After registering, it will redirect to the form page where the user can create their interest for that campaign. 
   
• If the user is an existing customer in the website: On submitting the form, custom record entry will be created for the selected items and the custom record entry will be linked to the customer record. 
   
• If the user is already registered in same campaign: Suppose the mail id entered is already have an existing “interest” in this campaign, then a popup will be displayed with a message. If the user clicks “Yes” then we will redirect them to the “My Account” page to update the list there. 
   
   

For existing customer/ User accesses the page by clicking the “Update Interest” button 

When a user enters their mail id and clicks the button “Update Interest”, then the user will redirect to the ‘Register Your Interest / Form’. This is for the customer who have already registered in the campaign but would like to update the items that they have selected. 

> If a customer already registered in any of the campaign, and need to make changes in their selection, then the user needs to give the registered mail id in the campaign page. So based on the email entered, we will check whether the user already showed interested in this campaign or not. 

• If the user is not registered in any campaign: Suppose the mail id entered for the “update interest” is not an exist one in any of the campaign, the form page will be showing a message as below. 
   
   
• If the user is registered in another campaign: Suppose the mail id entered for the “update interest” is an exist one, but not in this campaign. Then the form page will display with a message as given below. 
   
   
   

• If the user is registered in same campaign: Suppose the mail id entered for the “update interest” is an exist one in this campaign, then it will redirect to the “My Account” page. And the user needs to make changes in that list. 
   
   
  Once the changes have been made, the user need to click on the button” Update”, so it will check is there any new selections other than the existing record. If so, then it will delete the old record and will create a new record with the updated interests. 
   
   

 
> Once the form successfully submitting and custom record is creating then we will show a success message in the form as below. 
 

5. Form submission and Notification email 

When the user submits the form with valid data’s, a custom record will be created. And an email will be sent to the emails “will@nickollsandperks.co.uk “and “callum@nickollsandperks.co.uk. “. 

It is a sample structure and the design will be updated to match the website and existing email templates. 

6.Custom Record Creation 

> When the user submits the form, a custom record will be created. We will create separate custom record for each item the user selected. 

For example, three custom records will be created if the user selects 3 items while submit the form. 

> The custom record contains the following fields 

1. Customer Name– This will be a List/Record field and the value will be standard customer list. We will select the existing customer or newly created lead record entry in this field. 

2. Email – Text field holds email of the customer 

3. How did you hear about us- It will be a List/Record field. The data will be taken from the list that is saved in NetSuite.  

4. Item – List field of the item 

5. Checkbox field – The field “Notification email Sent” is unchecked by default. Once the item is active, an email will send to the customer and will make the checkbox checked. So, no multiple emails will be sent to the customer. A customer will receive an item availability email once.  

6. Campaign – Name of the campaign from which the interest is registered or updated. 

The Item field in the custom record is list of the item displayed on the form. 

7. Map Reduce Script 

> A Map Reduce Script is used to send email to the customer when the item is active. It is a scheduled script will execute in every scheduled time. 

> The script will check whether there is any custom record with the item is active during the scheduled time.  

>We can check the items in every day and if there is any item activated within that time, we can send the email. 

> There will be multiple custom records at the same time. The email will send to the corresponding customer with required details. 

8. Item availability email to customer 

Below is the sample email that we will be sent to the customer when their subscribed items are activated.  

It is a sample structure and the design will be updated to match the website and existing email templates. 

> If there are multiple records with the same customer, a single email will send to the customer with the list of all active items. 

> After email is sent to the customer, the checkbox field “Notification email Sent” in the custom record becomes checked.  

Note: The script will check the custom record with the field “Notification email Sent” is unchecked. After sent email the checkbox is checked. So, the email will be sent once.  

9. New Tab in the ‘My Account’ section of customer. 

> In the MyAccount section, we will be adding a new tab “Future Wines”, so the customers can see their registered interests in each campaign in that tab. Each campaign will be listed in this tab with the number of interests registered. 

• If the user selects the campaign which is having the interests: 

If the user selects the campaign where the user already registered their interest, then the interests list will be showing as below. The page will be showing all the items which is listed under this campaign. And all the items selected by the user will be marked as checked in this page. So, if the user needs to make any changes in the list, can update in that. Thus, the customer can have the option for updating the interest. 

• If the user selects a campaign which don’t have any interests:  

If the user selects the campaign in which the user doesn’t have any interests registered, then a message will be showing as below with a button to register in this campaign. If the user clicks in the ‘Register’ button then it will redirect the user to that corresponding campaign form. So, the user can create interest in that. 

Assumptions 

• The landing pages, email and form will be developed as matching with the theme of the website. 
• The list of campaigns needs to be shared. 
• The list of interested items in each campaign form will be item list which are selected from corresponding custom record.  
• We will create separate custom record for each item the user selected. But while sending the email to the users and “N&P” we will send single email with all the item details. 

• We will add a ‘Buy now’ button in the email which we are sending to the customer and by using that button customers can go directly to the product detail page. 
• The list of campaigns for the “EN PRIMEUR” section needs to be shared by N&P. 
• A new tab in the MyAccount will be created to store the list of interests of each customer. 
• The form will be accessible only if the customer is a registered customer in the domain. 
• As per plan, we will only send notification email to customer for once. Customers will not get new mail if the same item is made active again in the future. Do we need to send mail to the customers only once? Or it should send frequently? 

Enhancement 

We can add “Unsubscribe” button in the email, so whenever the user clicks on that, Further email will not send to that customer. 
Note: Time for the ‘unsubscribe’ functionality is not included.