Automate Your State Inspection Email Blasts
Automate Your State Inspection Email Blasts
How to Use Manager SE Inspection Date & SocialCRM Together
There are a number ways that Manager SE & SocialCRM work well together. One of the lesser known ways is that SocialCRM can pull information from Manager SE’s inspection date field and target vehicles based on their next inspection date. This is easy to do and doesn’t require much effort. Here are the steps you need to follow.
First, make sure to put the correct (future) inspection dates in the inspection date field during every customer transaction. After the date is entered, the SocialCRM service will automatically pick up the inspection date during the next data extraction.
The only thing left to do is to contact your SocialCRM support agent and ask them to send out a State Inspection email blast. You’ll work together with your agent to identify the inspection date parameters and create the email blast artwork. Don’t worry; we have an artwork library to help generate ideas. It’s an easy way to generate business!