< Getting started with Dealership CRM

CHAPTER 9

Learn Dealership CRM basics

Create your first automation

Automations are your way to ensure your dealership’s processes get followed without having to rely on your team remembering to do ever task.

In this example, we’ll show you how to build an automation that delivers a welcome email after a contact joins a list. For example, when you sell a unit to a customer, you will want to add that customer to you New Unit Sales List and tag the make and model that they bought from you so that you can email them any parts and accessories offers related to their purchase.

Dealership CRM Automation Builder

Create a new automation

  1. Click “Automations” on the left menu.
  2. Click “Create an automation.” A modal window will appear.
  3. Click “Start from Scratch” then click “Continue.”

Add a start trigger

There are many different ways to start your automation, but in this example, we’ll show you how to start your automation whenever anyone is added to a list.

To set that up Click the “Subscribes to a list” trigger.

A modal window will appear. Next, choose the list from the dropdown that will begin the automation. In this example, we’re going to choose “Master List”.

To prevent contacts from restarting this automation, which would cause them to receive the same message over and over, make sure this trigger action is configured to run “Once.” (This option should be selected by default.)

“Runs once” means that a contact will only enter your automation once through a specific trigger no matter how many times they meet the triggering conditions.

“Runs multiple times” means that a contact will enter your automation through a specific trigger each time they meet the triggering conditions.

To finish configuring this trigger, click “Add Start.”

Add the “Send an email” action to your automation

Once you configure the trigger, we’ll present you with a “Add a new action” modal. From here, you can choose which action your contact should encounter first when they enter your automation. 

To continue with our example, we’re going to add the “Send an email” action to the workflow so we can send an automated “Welcome” email to new subscribers. 

We recommend sending a welcome email to contacts as soon as they subscribe to your list. Welcome emails tend to have some of the highest open and click-through rates, so this is a chance to get important messages in front of your contact and present important calls to action.

Note that only contacts who provide an email address can be sent emails.

To configure this action:

  1. Click the “Send an email” option from the “Add a new action” modal.
  2. On the next screen:
    1. Provide a name for the email
    2. Choose between “Start with a new template” or “Start with a past campaign”
      • “Start from a new template” lets you create a new email using a predesigned template. You can also create an email from scratch with this option
      • “Start with a past campaign” lets you create a new email based on a campaign (direct or automated) you already created
      • Once you make your selection, we’ll redirect you to the campaign templates page. Click the template type you wish to use, then click “Continue.”
      • Hover your mouse over the template you want to use, then click the “Select” option that appears. 
      • A modal window will appear containing your “Sender Details”:
        • Confirm that the information contained in these fields is correct
        • Provide a subject line for your email. You can change this later if needed
        • Click “Continue”
  3. Click “Finish” at the top of the page.

“Runs once” means that a contact will only enter your automation once through a specific trigger no matter how many times they meet the triggering conditions.

“Runs multiple times” means that a contact will enter your automation through a specific trigger each time they meet the triggering conditions.

To finish configuring this trigger, click “Add Start.”

CHAPTER 9

Learn Dealership CRM basics

Create your first automation

Automations are your way to ensure your dealership’s processes get followed without having to rely on your team remembering to do ever task.

In this example, we’ll show you how to build an automation that delivers a welcome email after a contact joins a list. For example, when you sell a unit to a customer, you will want to add that customer to you New Unit Sales List and tag the make and model that they bought from you so that you can email them any parts and accessories offers related to their purchase.

Dealership CRM Automation Builder

Create a new automation

  1. Click “Automations” on the left menu.
  2. Click “Create an automation.” A modal window will appear.
  3. Click “Start from Scratch” then click “Continue.”

Add a start trigger

There are many different ways to start your automation, but in this example, we’ll show you how to start your automation whenever anyone is added to a list.

To set that up Click the “Subscribes to a list” trigger.

A modal window will appear. Next, choose the list from the dropdown that will begin the automation. In this example, we’re going to choose “Master List”.

To prevent contacts from restarting this automation, which would cause them to receive the same message over and over, make sure this trigger action is configured to run “Once.” (This option should be selected by default.)

“Runs once” means that a contact will only enter your automation once through a specific trigger no matter how many times they meet the triggering conditions.

“Runs multiple times” means that a contact will enter your automation through a specific trigger each time they meet the triggering conditions.

To finish configuring this trigger, click “Add Start.”

Add the “Send an email” action to your automation

Once you configure the trigger, we’ll present you with a “Add a new action” modal. From here, you can choose which action your contact should encounter first when they enter your automation. 

To continue with our example, we’re going to add the “Send an email” action to the workflow so we can send an automated “Welcome” email to new subscribers. 

We recommend sending a welcome email to contacts as soon as they subscribe to your list. Welcome emails tend to have some of the highest open and click-through rates, so this is a chance to get important messages in front of your contact and present important calls to action.

Note that only contacts who provide an email address can be sent emails.

To configure this action:

  1. Click the “Send an email” option from the “Add a new action” modal.
  2. On the next screen:
    1. Provide a name for the email
    2. Choose between “Start with a new template” or “Start with a past campaign”
      • “Start from a new template” lets you create a new email using a predesigned template. You can also create an email from scratch with this option
      • “Start with a past campaign” lets you create a new email based on a campaign (direct or automated) you already created
      • Once you make your selection, we’ll redirect you to the campaign templates page. Click the template type you wish to use, then click “Continue.”
      • Hover your mouse over the template you want to use, then click the “Select” option that appears. 
      • A modal window will appear containing your “Sender Details”:
        • Confirm that the information contained in these fields is correct
        • Provide a subject line for your email. You can change this later if needed
        • Click “Continue”
  3. Click “Finish” at the top of the page.

“Runs once” means that a contact will only enter your automation once through a specific trigger no matter how many times they meet the triggering conditions.

“Runs multiple times” means that a contact will enter your automation through a specific trigger each time they meet the triggering conditions.

To finish configuring this trigger, click “Add Start.”

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