The Email Campaigns feature enables you to send pre‑composed emails to customers who aren’t using the Virtual Keypad™ app or don’t have specific features enabled on any of their systems.

Emails can be sent once per week. Your company logo, phone, and email address are automatically inserted into each pre-composed email, along with a contact button. When a customer presses the button, they are redirected to a “Thank You” page and their information is automatically populated in Customer Referrals.

This feature automatically sends emails to all of your customers, but you can exclude specific customers. Customers can also opt out of email campaigns themselves by selecting the link to opt out in the email.

Contents

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In this clip, we’ll show you how to use email campaigns.

Exclude a Customer from a Campaign

To exclude a customer from email campaigns, complete the following steps.

  1. Go to Customers.
  2. Select the customer’s name.
  3. In the top summary section, select Edit.
  4. Select Exclude from Email Campaigns.
  5. Select Save.

Open an Email Campaign

To open an email campaign, complete the following steps.

  1. In the menu, go to Settings > Dealer > Email Campaigns.
  2. In the row of the email that you want to preview, select Preview.
  3. The send the email, select Send.
  4. A dialog pops up to confirm your decision. To send the email to qualifying customers, select Send.

Set Up Referral Notifications

You can add up to six email addresses to be automatically notified when a new referral or email campaign response is received. To set up notifications, complete the following steps:

  1. In the menu, go to Customer Referrals.
  2. Select Settings.
  3. Enter the email addresses of people that you want to receive notifications, then select Save.