Creating Target Frequency Records

The Target Frequency object is intended to store and track the number of activities to the target Account or Contact record within the active and given marketing cycle.

The TargetFrequencyProcess trigger automatically creates active Target Frequency records when the Account or Contact records are added to the targeting list.

The Target Frequency record contains the following information:

  • Planned Calls is the number of how many Activities with the Visit record type should be done for the target Account or Contact record within the marketing cycle.

    The planned calls and category of the Target Frequency record can be automatically filled out with the Planned Calls and Category values from the Marketing Detail Tracking record of the Call Rate record type if:

    • the Account or Contact record is in the targeting list;

    • the Call Rate record is assigned for the same division category that is specified for the Account or Contact record.

      If the matched Call Rate record is not created, the Planned Calls and Category fields of the Target Frequency record left blank.

  • Actual Calls is the number of activities already done.

  • Last Call Date will be automatically filled out with the date of the last Activity record for the corresponding Account and Contact.

  • Deactivation Date/Time will be automatically filled out when the current marketing cycle will be deactivated for the corresponding Account and Contact.

  • The Marketing Cycle field will be automatically filled out with the corresponding Marketing Cycle record.

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