4. Sending Queries to Batch

Any query built under the Sources: Customer Vehicles or Customers on Call Select can now be sent to batch after being saved to be used on any batch automated schedule. Emails and letters can be setup to continuously run on a schedule for all qualifying customers based on query criteria.

1. Choose one of the two sources: 1. Customer Vehicles or 2. Customers on Call Select
2. Build your query and when finished Save.
3. The Tools option will display one Contact Option called "Send to Batch".
4. Any queries saved and sent to batch will be available for setup in Batch Contacts.

Active/Inactive Fetch Batch Queries

Unsupported embed

Any Fetch Batch query will appear in Saved Queries with a flag, either grey or red. Red is indicating this Fetch Batch query is currently active and running on a schedule. Grey indicates it's available for use in batch but not currently active.

Examples of Batch Query Ideas

opcodegroupcount_SameFullMthLastYr(Inspection) >= 1

Inspection is entered as an example of an opcode group.

opcodegroupcount_SameDayLastYr(Inspection) >= 1

Inspection is entered as an example of an opcode group.

IsBirthDay = Yes

Using your opcode groups setup in Fetch you can now target the current month for last year. This will look for any VIN that had any of the opcodes completed during the full month last year that are linked in the Opcode group. DealerMine also has logic built in to remove any VIN that has had that opcode group completed since then, meaning if they came back in already for this we would exclude them from our results.

This query can be setup to run automatically and each new month it will flip looking for last year's qualifying VINS.

Using your opcode groups setup in Fetch you can now target the current day for last year. This will look for any VIN that had any of the opcodes completed on the exact date as the current date just the year before that are linked in the Opcode group. DealerMine also has logic built in to remove any VIN that has had that opcode group completed since then, meaning if they came back in already for this we would exclude them from our results. This query can be setup to run automatically and each new month it will flip looking for last year's qualifying VINS.

IsBirthDay = Yes will only pull up customers daily that have a birthday equal to the current date. This can be setup as a Batch using Fetch Automation and set the number of days between to 364 to ensure another birthday email doesn't go out again until their next birthday.

Setting up a Fetch Automation Email

1. Go to Admin - Templates and Batch Setup
2. Click on Batch Contacts
3. Select Letters or Emails
4. Under the Options drop down, choose "Add New Email Batch Contacts"
5. Choose Batch Type: Fetch Automation
6. Batch Query: Choose any query that's been Sent to Batch after being created in Fetch.
7. Recycle As: Choose a contact type to recycle as
8. Template Name: Choose a template that has been setup and linked to the Contact Type
9. Lang: This will be based on what's chosen on the actual template
10. Preventions: Default will be by Contact Type, other option is by customer. DealerMine will not over contact based on the number of days between either by contact type or by customer.
11. # to Send: Enter number to send each day
12. # of days between: this will dictate how often a customer can be contacted based on the preventions setting. Contact type will only prevent a customer from being over contacted for that particular contact type in a 30 day period. By customer will prevent the customer from being over contacted for any batch schedule regardless of contact type.
13. Send Time: Will default to 4am, click Scheduling to change time and set days.
14. From Email: Enter a from email to be displayed to the user in their inbox.
15. Display Name: Enter any display name which will also appear to the user in their inbox.
16. Distribute Replies: choose users to distribute replies between.

Unsupported embed