Mining Filter for "Last Service Date"
C
Chesney Floyd
Feature would be used to filter customers by last service date. We would utilize this to email customers for service-to-sales messaging. We could ideally have this set up with a monthly "upgrade" message.
C
Chesney Floyd
#1: We could use the same "relative" and "absolute" criteria as under "Customer Last Visit". Outside of that, just the date of the last RO would be needed.
#2: I would probably update the list monthly, but keep the criteria the same.
#3: We would create a custom email blast like we do for sales eblasts, so we do not need anything for the message to be customizable.
Shelby Parker
Hey Chesney Floyd, thanks for your feedback! I have a few more questions for you:
- What specific criteria or parameters should be included in the 'Last Service Date' filter to best meet your needs?
- How frequently do you anticipate needing to update or change the criteria for the 'Last Service Date' filter?
- Would you like the monthly 'upgrade' message to be customizable, and if so, what specific elements would you like to customize?
Passport Auto
Great idea. Please add filter to Mine Deals and Mine Customers!