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Trigger Selector
Trigger Builder
Suppression
Product Selector
Budget
Schedule
Summary
Trigger Selector

Create a new blank trigger, use an existing best practices trigger or clone an existing trigger (from other clients/customers) and revise it.

New Blank Trigger
 

Best Practice Triggers
Trigger
 

Customer Triggers
Trigger
Trigger
 
Trigger Builder

Review an existing trigger. Or modify cloned trigger. Drag and sort into Criteria Field on left (Order is important).

Sample Page

 Client:

Customer:

Criteria
CriteriaMove UpMove DownRemove
Available Criteria
Number of model years back
OEM Brands
Exclude Customers Days
Exclude specified OpCodes
Estimated Mileage
Include Sale Days
Exclude Sale Days
Include Service Days
Exclude Service Days
Include specific department codes
Include OpCode Miles Or Days
Include visits (lifetime)
Oldest Vehicle Model Year Age
Include service records with these pay types.
Include dealer makes from dealer manager.
Limit to dealer manager trigger radius.
 

Suppression

Suppression Rules  – Which triggers to suppress against – for N period of time.

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Product Selector
Add to Product Pool
Budget
Assign Trigger to Budget Types (Sales or Service)
Budget
Select Budget
Schedule

Set a scheduled sequence for omni-channel delivery (Shows Products Selected)

Communications
ChannelProductSend AfterDelay
Direct Mail
Email
OTT
Facebook
SMS
Interval Schedule
Interval
Periods
Summary

Summary of  Trigger with Final Approval Button (Records user/date of approved trigger)

Trigger

Product

Priority

Repeat

History

Approve

Trigger 1

4x6 Postcard

High

Monthly

OK


 

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Congratulations your trigger has been updated. This change will remain in effect until you change it again with This Quick Change Tool or on the Customer administration portal.

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