Direct Mail Communications Summary - Customers Tab
The Customers tab on the Report Results panel on the Direct Mail Communications Summary screen is used to view sales information based the type of customers involved in the vehicle sales, such as first-time service customers or repeat sales customers.
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To access the Customers tab, select the Customers tab on the Report Results panel on the Direct Mail Communications Summary screen. |
Customer Engagement Summary Section
The Customer Engagement Summary section is used to review an overview of the results of direct mail marketing campaigns.
The following items are available in the Customer Engagement Summary section.
Total
Individuals
Total Sold Matches: The number of sold matches associated with direct mail displays. A sold match is a sold deal that is associated with an XtreamService lead.
Top Interaction: The type of interaction that generated the most sold matches displays.
Customer Type Section
The Customer Type section is used to review details such as the number of vehicle sales transactions and the amount of gross profit generated. This information is divided based on the type of customer, such as repeat sales customers.
The Sold Matches By Customer Type graph displays the number of vehicles
Note - Gross profit information only displays on this tab if the View Gross Profit check box is selected on the Report Criteria panel.
The following columns are available in the Customer Type section.
Type: The type of customer displays.
The following types of customers can display.
- Other Customers. These customers have no previous sales or service history with the dealership; however, they purchased vehicles during the report time frame.
- Repeat Sales. These customers have sales history with the dealership and purchased vehicles during the report time frame.
- Service to Sales. These customers have service history but no previous sales history with the dealership; however, they purchased vehicles during the report time frame.
Sold Matches: (Link) The number of sold matches associated with the corresponding customer type during the entered date range displays. Click this link to display the Detailed Results window, where details of the transactions can be reviewed.
Sold
Sold Match Average Gross Profit: The average gross profit generated from sold matches associated with the corresponding customer type during the entered date range displays.
Sold
Sold Match Average Revenue: The average revenue generated from sold matches associated with the corresponding customer type during the entered date range displays.
Customer Type Details Section
The unlabeled Customer Type Details section is used to review details such as the customer name and address.
The following columns are available in the Customer Type section.
Customer Name: The name of the customer displays.
Phone Number: The customer's primary phone number displays.
Address: The customer's street address displays.
Interaction Group: The type of customer interaction associated with the
Sent Date: The date on which the direct mail was sent displays.
Sold Match: (Link) Whether the interaction is associated with a sold match displays. If the interaction is associated with a sold match, Y displays as a link. Click this link to display the Detailed Results window, where details of the transactions can be reviewed. Otherwise, N displays.
Current Vehicle Information: The model year, make, and model of the vehicle owned by the customer displays.
Proposed Vehicle Information: The model year, make, and model of the vehicle proposed for the customer displays.
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