In the event that Dealerships do not have a corresponding VIN DealerMine has created a new Import function: OptOut based upon CellNumber or EmailAddress. Once imported DealerMine will turn off all corresponding customers for said Contact Methods: Email and Texting.
Things to note about importing an Off List
The Import can be deleted but the changes can't be rolled backÂ
Before you can begin
You must have access granted to import files through fetch. To ensure you have access, see your administrator. They will need to go to Administration->UserSetup, and select the user. Then, go to UserDefaults->Options->DealermineAccess, and check Fetch-> Import OptOut.
Delete blank rows.
Delete garbage data.
Ensure there's only one header row with the column names.
Save the file as a CSV (Comma delimited: it cannot have commas in the data).
Templates
To create a template, select tabs Fetch-> Import Management->Templates, and click Create New Template.
Presented on the screen is the Configure Fields popup.
Select File Type: OptOut.
Select Read Columns From File and navigate to the appropriate file (e.g *.csv).
To link columns from the user's file to Dealermine, select: a field from Columns in your file and a field from Available Field (e.g. cellNumber or emailAddress), and then click the Link icon. The linked fields display under the Template fields selection box.
Click Save, and presented on the screen is the Save Template popup.
Key in the Name and Description in the correlating text boxes. Clicking Cancel brings the user back to the Configure Fields Popup. Note: clicking Restore Defaults clears the records that were linked and displayed in the Template Fields selection box. Clicking Cancel clears the window from the screen.
Turn Off History
The following entries will be written to DealerMine's Turn Off History per customer based upon the imported ContactType...
UserName: IMPORTED LIST
ContactType: Turned Off
Reason = Email Opt Out - imported from third party list - All Electronic Communications Turned Off
UserName = IMPORTED LIST
ContactType = Turned Off
Reason = Texting Opt Out - imported from third party list - Texting Communications Turned Off
Data Processing
The corresponding data will be inserted within Table: import_OPTOUT with the Fields: emailAddress, cellNumber, emailProcessDate, cellProcessDate, StoreNo whereby DealerMine's Nightly Process - MajorReset Phase #21550 will turn off applicable customers for said Contact Methods (e.g. Email or Text).
Â