"Fire Genius" imbedded into AIM/Campaign
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Brea Miller
When "fire genius" is used on a customers profile, this should also work if utilizing AIM and be built into any marketing campaigns going out naturally.
Too many Guests are getting upset that they are getting reached out to when they asked for emma (our genius name) to not reach out already.
I tell sales and bdc after "firing genius" to unsubscribe from email, marketing emails, and texts and make a note about it and pin it. This way they can still reach out and know for anytime they are on the profile and in the future, as a reminder they will have to toggle on to make contact and off after.
This way when a campaign with AIM goes out "emma" (genius) wont reach out to them (if they happen to fall under the criteria)
The only problem with this is that it limits any follow up tasks to just calls firing, depending on how your tasks are set up, not to mention all the time wasted with doing all of that.
If it was just imbedded within "fire genius" also with AIM/campaign, then this would solve these issues.
Dealerships can have the option of "fire genius" be a Manager Only option too. Then permission is required to fire genius, and others would have to ask to have genius fired and lead reviewed.
This way it is not mistreated and your marketing campaigns are still targeting all of your customer base in the present and future, how your management team sees fit.
Shelby Parker
Thanks for posting this, Brea Miller — really appreciate the detailed context. Totally hear you on how disruptive it is when someone has “fired” the genius but still gets contacted via AIM/campaigns, and the extra manual steps/workarounds you’re having to put in place. I’m sharing this with the team so we can review how “Fire Genius” should interact with AIM/marketing campaigns (and the manager-only permission idea), and we’ll follow up if we need any additional examples or specifics from your setup.
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Brea Miller
Shelby Parker Thank you for the reply back and you're welcome. I completely feel that AIM/campaign is a great and wonderful idea and does work! It is just upsetting some customers and on my end that is what I am spending time cleaning up. Even if there is a time limited for "firing genius" like snooze does but longer ~ 6months, 1 year, 2year, indefinite ~ but still manager permissions and/or dealership choice. Just some extra ideas. :)