FAQ: E-Mail Questions 

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  1. How do I perform follow up with an email message?

    1. From the Follow-Up or Internet Lead Manager Screens:

      1. Click on the customer name to open the customer information pane.

      2. After reviewing your notes, click on the new e-mail button at the top of the customer information pane.

    2. From the dashboard:

      1. Click on the customer search icon in the row of icons at the top of the screen.

      2. Use the search features to find the customer, then click on the customer name in the search results.

      3. After reviewing any customer information, click the new e-mail icon above the customer information.

    3. When the new e-mail window is open

      1. Either select your template from the e-mail template pull-down menu, then customize the message or write a custom message from scratch.

      2. Click the apply merge codes button and proofread the e-mail - make sure it says what you want, confirm the merge codes populated as desired, and make sure the message looks the way you want it to look.

      3. For dealerships not using Results-Based Follow-Up, make sure to properly set the next contact information.

  2. Where can I go to send an email to (Insert Criteria), to all of the people that apply in that list.

    1. E-mail blasts are handled through the Marketing Center.

  3. Why are emails blank whenever I send them out? They show the template but they don't show what I typed in

    1. There is a problem with your Internet Explorer settings. Please refer to this technical bulletin for assistance with your internet settings.

  4. How do I change my email signature?

    1. Under the Main Menu, Maintenance Tab, select Change My Settings. On this screen you will find a link to edit your e-mail signature. The default signature will include the user's name, dealership name, cell phone number, and dealership main phone number. You can change it to whatever you like, however.

  5. How do I use the Templates when sending out an email?

    1. Once you click on the Email button, you will notice a pull-down bar that allows you to select from any of the Email Templates that have been set up in your dealership.

    2. Click on the Email Template that you would like to use to send out your email and the template should immediately populate in your screen.

    3. Make sure to preview the email by clicking the Apply Merge Codes button to make sure that all of the merge codes populate (Customer name, Make and Model of vehicle, Email Signature etc.) properly before sending the email.