Preset campaigns

Each preset campaign comes with pre-configured settings including campaign name and frequency plus generic (unbranded) email graphics and script. The settings have been chosen to be the most commonly used and effective for the campaign type making it quick and easy for the average dealership to run.

NOTES:

  • ‘Preset’ indicates that the campaign settings are pre-configured and most cannot be changed.

  • Preset campaigns are disabled by default.

  • Preset campaigns cannot be copied.

 

Basic package

The following preset email campaigns are in the 'Basic' package and are available to all dealerships using Customer Connect:

Campaign Name Campaign Type
Appointment Confirmation - Preset (Email) Appointment Confirmation
Missed Appointment - Preset (Email) Missed / No Show Appointment
Service Reminder - Preset (Email) Overdue for Service
Service Thank You - Preset (Email) Service Type
5 Steps Email - Preset (Email) Service Type

 

Activating a Preset Campaign

  1. Before activating a preset campaign, review and understand how it works: when it will be sent, how often it will run (frequency), date range criteria, and what the email includes. None of these particular settings can be modified.

  1. Set the campaign to Active. Adjust the Hide/Show toggle as preferred.

  1. Review and adjust the following settings as needed:

    1. Campaign Date: Start, End and Send Time

    2. Sender Email Address - defaults to the first available of Main department email from AM Admin, Main department email from the Dealer Profile, or noreply@dealer-fx.com (do not leave as noreply@dealer-fx.com)

    3. Email Subject