Bulk Cancel Subscription & Bulk Cancel WineBank

Summary

Two separate but very similar bulk uploaders for closing many Wine Club accounts in one process.  WineBank is handled in Bulk Cancel Winebank.  Subscriptions for any Wine Plan are handled in Bulk Cancel Subscription.

Location within Mantiki


CSV upload via Tasks>Bulk Cancel Subscription/Tasks>Bulk Cancel Winebank

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Uploading

csv sheet requirements as per Info tab on the task page with headers marked

Subscription


store,email,subscription,action,reason_code
eg
reason code is case sensitive.

Example of the file -

WineBank


store,email,reason_code
eg


Store

These are the codes at time of writing although they could later be out of date.

vwshop
dmshop


Subscription names

These are the codes at time of writing although they could later be out of date.

bakers_dozen
bin_ends
discovery_club
just_6
just_reds
rac

Reason codes

Subscription, found from
select reason_code from subscription_cancellation_reason;


These are the codes at time of writing although they could later be out of date. 


reason_codedescription
CF Cannot AffordCustomer Failure - Money/Cannot Afford
CF Commitment ProblemCustomer Failure - Commitment Problem
CF Signed Up In ErrorCustomer Failure - Signed Up In Error
CF Voucher VultureCustomer Failure - Repeat Voucher Usage
CMFCommunication Failure
HR PregnantHealth Reasons - Pregnant
HR SicknessHealth Reasons - Sickness
HRLCustomer Failure - Health Related
LC Going AbroadLeaving Country
MOAMember of another club
OTHOther - doesn't fit any of above
PF Bad SelectionProduct Failure - Bad Selection
PF Do Not Like WineProduct Failure - Do Not Like Wine
PF Gift OrderProduct Failure - Gift Order
PF QualityProduct Failure - Quality
SF Agent ErrorService Failure - Agent Error
SF Bad ServiceService Failure - Bad Service
SF Delivery ProblemsService Failure - Delivery Problems
SF Sign-Up FraudulentOrder - Consider Fraudulent
SUOCustomer Failure - Signed up in order
WHIService Failure - Warehouse Issue
WineBank ClosedLinked WineBank account closed
WNSWineBank Sign Up


Winebank, found from
select reason_code from account_type_cancellation_reason;


These are the codes at time of writing although they could later be out of date.

reason_codedescription
CF Cannot AffordCustomer Failure - Money/Cannot Afford
CF Commitment ProblemCustomer Failure - Commitment Problem
CF Signed Up In ErrorCustomer Failure - Signed Up In Error
CF Voucher VultureCustomer Failure - Voucher Vulture
HR PregnantHealth Reasons - Pregnant
HR SicknessHealth Reasons - Sickness
LC Going AbroadLeaving Country
OTHOther - doesn't fit any of above
PF Bad SelectionProduct Failure - Bad Selection
PF Do Not Like WineProduct Failure - Do Not Like Wine
PF Gift OrderProduct Failure - Gift Order
PF QualityProduct Failure - Quality
SF Agent ErrorService Failure - Agent Error
SF Bad ServiceService Failure - Bad Service
SF Delivery ProblemsService Failure - Delivery Problems
SF Sign-Up FraudulentSign-Up Order - Consider Fraudulent


Will progress WineBank accounts listed in the WineBank upload with balance to a closing state. Will progress WineBank accounts listed in the WineBank upload without balance to a closed state.

Upload results

Will progress Subscription accounts named in the Subscription upload with balance to a closed state.


Will create a report detailing successes and failures in terms of each customer provided in the Jobs tab of the Task. This includes for example customers that do not have that type of account or where the account is already in a closed state.  Will process all customers listed despite any issues part way through.


Will add a customer diary entry confirming the change on the Customer Detail>Diary page in telesales.