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Add customers to the contact group if, depending on the category of goods that were / are in the order

The essence of the issue is that you need to add customers to the desired group, depending on which category the goods are in the order from.
It is important that you can specify the parent category of products (the top one)
Please let me know if this can be done now.
Suitable as an option with setting up at the stage of bp and automation
Original question is available on version: ru

Answers:

Good afternoon. There is an action "Generate a contact group: all customers who have processes with conditions by products" in Automation once a day. It does almost exactly what you need. Only it is looking for products for extra. field A you need by the top-level category in the conditions for products. There are 2 ways here:
1. Copy the name of the category in the additional field of the product of the process somehow at the stage of the process
2. Make a revision so that it can be in the add. conditions, select the "Top-level category" item and enter the category ID on the right. 1 hour
24.05.2022, 12:14
Original comment available on version: ru


anonymous hamster
OneBox production wrote:
Good afternoon. There is an action "Generate a contact group: all customers who have processes with conditions by products" in Automation once a day. It does almost exactly what you need. Only it is looking for products for extra. field A you need by the top-level category in the conditions for products. There are 2 ways here:
1. Copy the name of the category in the additional field of the product of the process somehow at the stage of the process
2. Make a revision so that it can be in the add. conditions, select the "Top-level category" item and enter the category ID on the right. 1 hour

I'm trying to Copy the Category Name in the Process Product Subfield in the Process Step, but I'm unable to copy the "Top Level Category" of just the main product category. Is it possible to do this somehow? There is a solution?
And a question about the action at the stage "Add a client contact to a group" "Take a group from an additional process field" .
Can it add to multiple groups at once? (if there are several products of different categories)
Tried with a comma - does not work. Maybe if there is a multilist field type?
24.05.2022, 12:26
Original comment available on version: ru

1. It seems that there is a setting "Set the category of the highest level as the category of the product of the process", this is a setting for the orders application. New orders will have the top category in the process product category name
2. Just put 2 actions
24.05.2022, 12:39
Original comment available on version: ru

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