Marketing

• Add, Edit and Delete Marketing Plans
  • Add
  • Click Add.
  • Enter a 2-digit ID number and provide a plan name.
  • Click Save.
  • Select the plan and click Setup.
  • Select a Vehicle Group and Service Type.
  • Select a date range.
  • Click Back to Marketing.
  • Edit
  • Select a plan from the list.
  • Change the name if so desired. To change the ID, delete the plan and then re-add it.
  • Click Setup.
  • Highlight the plan and click Delete Selected Entry Above. This will clear the settings.
  • Select a Vehicle Group and Service Type.
  • Select a date range.
  • Check Add Months if needed.
  • Click Back to Marketing.
  • Delete
  • Select the plan from the list to delete.
  • Click Delete.
  • Click Yes to confirm deletion.

• Add, Edit and Delete a Postcard
  • Add
  • Click Add.
  • Enter a postcard name.
  • Enter a description.
  • In the upper left side of the blank area, type in your shop name and address.
  • In the middle of the blank area, type in the postcard information.
  • Click Save.
  • Click Test Print to view the postcard.
  • Edit
  • Select a postcard from the list to edit.
  • Click Save.
  • Delete
  • Select a postcard from the list to delete.
  • Click Delete.

•  Mailing List
  • Click Create List.
  • Check Basic Mode to create a list of customers/vehicles.
  • Check Advanced Mode to target up to three groups of customers using the same search selections.
  • Check Professional Mode is the traditional postcard program.
  • Click Next Step.
  • Select by Customer OR Select by Vehicle OR Select by Vehicle Service History.
  • Click Next Step.
  • Use the Adjusting Plan to select the marketing plan and date range.
  • Click Next Step.
  • Use the Filtering screen to narrow down the list even further.
  • The system will process and display the list.
  • Select Export List, Print Postcards or Send Emails.