Marketing is an excellent way to get customers back into your shop, which can help fill the gap in traditionally slow periods.
You can set the Marketing module to select certain customers and invite them back to the shop for additional services based on information collected about customers.
Marketing Toolbar
The toolbar at the top of the window displays several options for Marketing.
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Auto-Followup – Begins the mass mail, email, or physical mailer process to follow up with customers.
- Send Letters – This activates the Follow-up system.
- Closed R.O. Followup – This sends follow-up emails or letters for finalized repair orders.
- Marketing – Opens the Marketing system.
- Reports – Opens the report generation function.
- Graphs – Opens the Marketing Graphs.
- Setup – Opens the configuration setting for Marketing.
NOTE: The File menu provides access to the same functions.
The topics in this section include: