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Previous Customers: Add Offer To Show On Emails

  • Updated
  1. Log into the platform.
  2. Search Client --> Select Filters --> Type Account in Client Search --> Hit Search.
  1. Select Previous Customers on the client.
  2. On the left side menu, under Settings --> select 'Lifecycle Settings'.

  1. Within the Lifecycle Settings, on the 'Specials' tab. Begin to fill in the Special details.
    • *Can only run 1 special on emails at a time.
  • Title: Title of the special.
  • Amount: What the special is offering. (Optional field)
  • Sub-Title: Text box to place a sub-title. Typically to give additional short details to the title. (Optional field)
  • Disclaimer: Text box to place the special/offer disclaimer.
  • Automated Expiration Toggle:
    • ON = Automated Expiration turned ON means each month our system will automate 
      the coupon to have an end of month expiration date in the 
      disclaimer.
  • ON/OFF Toggle:
    • ON = Special will show on emails.
    • OFF = Specials will NOT show on emails.
  • Service Special 1 Image:
    • Upload the image to show next to the offer on emails. 

 

Here are examples of how a special will show on emails:

  • "Service Special Unlocked" is baked into the email template for where the special will show under.
  • Title = $10 off you next service appointment
  • Disclaimer = Valid on any service. Good for 30 days from receipt of email.

 

  • Title = 2025 Mitsubishi Outlander SUV is available with two financing options for Pennsylvania residents as part of the Jim Shorkey For The People Sales Event
  • Disclaimer = Customers can choose 0% APR financing for 60 months or 1.99% APR financing for 72 months. Offer availability may be limited to qualified buyers and subject to credit approval. Additional terms and conditions may apply. Contact the dealership for full offer details.