< Getting started with Dealership CRM

CHAPTER 8

Learn Dealership CRM basics

Create your first marketing campaign

Campaigns is how you send email messages to your contacts. In this article, we’ll cover our email marketing capabilities and introduce you to some basic concepts involved with creating and sending email campaigns.

Dealership CRM Campaign Designer

The Standard Campaign “sends a regular, one-time email campaign”. Let’s say you have an abundance of seasonal parts inventory, and you want to send an email blast to all of your customers about a 50% off sale. This isn’t the type of campaign you’ll run regularly, so no need for an automation. You just need to get your message out quickly.
The very first step when you are beginning any campaign is to select the list of people to whom you are sending your email. In this example, we want to chose people who have made a purchase, and those who may be likely to convert with an offer.

After selecting your list (and segment, if applicable), you’ll reach the Templates screen. Here you can select from the many pre-designed emails from Dealership CRM, labeled by how they can be best used. From a welcome email to a webinar, or a contest to a discount, there are many templates you can quickly personalize to meet your needs. You can also easily build an email from scratch, using your own images.

After making your selection, you’ll be asked to provide the sender name and email address, as well as the email subject. You can always change this later, if you’d like.

Once in the email builder, it’s easy to create an email for your contacts. After it’s complete, you’ll be able to review the Campaign Summary, including your subject line, selected lists, and other options as relevant. You can also send a test email, or preview the email in an email client or desktop preview.

The Campaign Summary will let you know if you have any last minute issues to resolve. You can select “Save & Exit” if you’d like to return to your campaign later, Or, simply click “Send Now” to send your email campaign!

CHAPTER 8

Learn Dealership CRM basics

Create your first marketing campaign

Campaigns is how you send email messages to your contacts. In this article, we’ll cover our email marketing capabilities and introduce you to some basic concepts involved with creating and sending email campaigns.

Dealership CRM Campaign Designer

The Standard Campaign “sends a regular, one-time email campaign”. Let’s say you have an abundance of seasonal parts inventory, and you want to send an email blast to all of your customers about a 50% off sale. This isn’t the type of campaign you’ll run regularly, so no need for an automation. You just need to get your message out quickly.
The very first step when you are beginning any campaign is to select the list of people to whom you are sending your email. In this example, we want to chose people who have made a purchase, and those who may be likely to convert with an offer.

After selecting your list (and segment, if applicable), you’ll reach the Templates screen. Here you can select from the many pre-designed emails from Dealership CRM, labeled by how they can be best used. From a welcome email to a webinar, or a contest to a discount, there are many templates you can quickly personalize to meet your needs. You can also easily build an email from scratch, using your own images.

After making your selection, you’ll be asked to provide the sender name and email address, as well as the email subject. You can always change this later, if you’d like.

Once in the email builder, it’s easy to create an email for your contacts. After it’s complete, you’ll be able to review the Campaign Summary, including your subject line, selected lists, and other options as relevant. You can also send a test email, or preview the email in an email client or desktop preview.

The Campaign Summary will let you know if you have any last minute issues to resolve. You can select “Save & Exit” if you’d like to return to your campaign later, Or, simply click “Send Now” to send your email campaign!

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