4. Campaigns

When setting up a Fetch Campaign, you can instruct DealerMine to send the campaign to the Call Select Screen to be contacted by the BDC. The Fetch Campaigns that are instructed to go to the Call Select Screen, contain an expiration date so that once your time expires, the Fetch Campaign will be removed from the Call Select Screen.  Users can select to turn off Fetch Call Types for a customer. Those that are turned off will not be notified of a Fetch Call. A good use of sending Fetch Campaigns to the Call Select Screen would be Annual Inspection Calls that do not follow the usual, regimented annual contact flow as the Annual Inspections.  Rust Inspections, Birthday Calls, Promotions, Private Sales, etc., are also good examples of this Contact Type.  The sky is the limit as to what you can come up with here.

Campaigns tab columns:

• • Campaign: this is the name of the campaign and will be viewed from the call select screen.

  • Owner: the user that created the campaign. To have other users view your campaign, ensure to click share when saving the campaign.

  • Description: describe the campaign created. This is useful for future reference.

  • Date: the date that the campaign was created.

  • Contact Method: this displays how the campaign was sent out: i.e. Call Select, Showroom, Equity, etc.

  • Expiry Date: date that the campaign ends.

  • Query Name: the saved Fetch query used to create the Fetch Campaign.

  • Status: this column shows the current status of the campaign.  When the Status shows "Complete" this means that is was sent with no issues, it does not mean that the Campaign itself is complete.

  • Sent: Shows a final count of the number of customers sent for any campaign.

  • ROI Type: ability to change a campaigns ROI 

  • Delete: Ability to remove a Campaigns Contact History, Call List entries and Campaign related data (*Please use caution)

Note: When creating a campaign, users can select the radio button Sales or Service and the ROI Type will update on the Fetch ROI Report. Also, for campaigns that have already been sent, the user can go to the Campaigns tab in Fetch, select the ROI Type drop down, and the campaign will update accordingly on the report.