How to Create and Send a Sales Campaign

Sales campaigns are powerful tools in the XtreamService application that can be used to contact a large number of customers at once. After a sales campaign is created in the XtreamService application, the customer information is sent to the Customer application in the Digital Retail Platform, where schedules are automatically created. Schedules are then assigned to employees who contact customers with sales opportunities.

Additionally, when a sales campaign is created, Email messages are automatically sent to customers included on the campaign. If the Send Custom Communication Using Bulk Mail check box on the Pending Campaign Details panel is selected, automatic Email messages are not sent, and a bulk mail collection is created in the Customer application, where a custom Email message can be sent.

Note - This check box is only available if FOCUS or the Customer application in the Digital Retail Platform is licensed.

The following procedure can be used to create and send a sales campaign.

1. Access the Sales Campaign screen.

   To access the Sales Campaign screen, click the (Sales Campaign) icon.

2. Click the (Expand) icon in the Campaign Criteria panel.

   The panel expands to display available search criteria. Proceed to step 3.

   - or -

   Select a quick search in the unlabeled Quick Search field to enter a saved set of criteria in the Campaign Criteria panel. Proceed to step 4.

3. Enter search criteria based on the types of customers to include in the campaign.

   For example, to include customers who currently drive vehicles that are between model years 2020 and 2022 in a campaign, select 2020, 2021, and 2022 in the Year field in the Vehicle Information section with the Current option selected.

4. Click the APPLY FILTERS button.

   Customers matching the search criteria display on the Graph View tab on the Results panel. Using the Graph View tab, results can be filtered and organized.

5. Click the (List View) icon in the Results panel.

   The List View tab displays with a list of customers matching the search criteria.

6. Select the check box corresponding to each customer to include in the sales campaign.

   If multiple proposals are available to send to a customer, click the link in the Available Proposals column. The Lead Sheet panel and the Proposal Review panel display, where a proposal can be selected.

7. Click the ADD TO CAMPAIGN button.

   The Add to Campaign window displays.

8. Enter a name for the sales campaign in the New Campaign field and click the SAVE button.

   The campaign is created. In addition, the Pending Campaign Details panel displays, where the campaign can be edited or sent.

9. (Optional) To remove customers before sending the campaign, select the check box corresponding to each customer to remove and click the (Delete) icon.

   A confirmation window displays to verify that the customers should be removed from the campaign. Click the REMOVE button.

10. (Optional) To edit a proposed deal for a specific customer or group of customers before sending the sales campaign, select the check boxes corresponding to the customers and click the (Edit) icon.

    Note - For more information about editing a proposed deal, refer to How to Edit a Proposal.

11. Click the (Send) icon.

    The Ready to Start Campaign window displays, indicating the number of customers included on the campaign and the methods by which the customers can be contacted, such as direct mail or Email messages.

12. Click the START CAMPAIGN button.

    The Ready to Start Campaign window closes, and the campaign is sent to FOCUS or the Customer application in the Digital Retail Platform. In addition, an alert message displays, informing you that the campaign has been started.

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