autoproCESSAutomAted Follow-up mAiler events.

step-by-step instructions

Starting from your Dashboard, click on the Settings tab, select ILM/CRM Settings and Sales and Service Processes.

autoproCESSStep-by-Step Instructions

AutoProcess gives you the option to have VinSolutions print and mail automated, daily post cards or letters triggered by newly scheduled events you setup.

Select available mailer process (Customer Birthday, Sold Delivered, CRM Showroom Follow-up, CRM Sold Lease Term Reminder or Service Repair Order) and Click Add Event.

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autoproCESSStep-by-Step Instructions

Click on the down arrow beside Event Type and select Create Direct Mailer from the drop-down menu.

Select time frame for the event and drill down to more specific target customers based on Trade Appraisal, Test Drive, and even vehicle type.

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Click Sign-Up Now.

autoproCESSStep-by-Step Instructions

Choose template theme and click Start Here. “General” themed templates will give you the ability to write your own message. For specific themed templates, your messaging is done for you.

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autoproCESSStep-by-Step Instructions

Select Copy from Letter Template and click Copy From, or write your own personalized text. Click Next.

If you are scheduling letters or processes between the 1st and the 13th of the month, the option to begin sending the letters from the 1st of the current month or the 1st of the next month will appear. Select your schedule, click Next.

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Preview final product, confirm schedule to begin mailing, check box to accept terms & conditions then click Add to Cart.

autoproCESSStep-by-Step Instructions

Edit the Letter Headline you wish to appear on the front of the postcard, and the coupon details to appear on the back of the postcard. Then click Next.

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autoproCESSStep-by-Step Instructions

For specific themed templates, your messaging is done for you. You can find specific themed templates available for Customer Birthdays and CRM Sold Lease Term Reminder Processes. Choose template theme and click Start Here.

Again, if you are scheduling letters or processes between the 1st and the 13th of the month, the option to begin sending the letters from the 1st of the current month or the 1st of the next month will appear. Select your schedule, click Next.

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autoproCESSStep-by-Step Instructions

Preview final product, confirm schedule to begin mailing, check box to accept terms & conditions and click Add to Cart.

Review Shopping Cart and click Checkout.

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autoproCESSStep-by-Step Instructions

Enter Billing information, click Continue.

Review payment and click Submit Form.

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autoproCESSStep-by-Step Instructions

On the Secure Payment Page, fill out credit card information and click Submit. That’s it! The Event’s AutoProcess is now scheduled.

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autoproCESSStep-by-Step Instructions

Review your Current AutoPrint and Auto Process Mailings. To cancel AutoPrint or AutoProcess Mailings, click on Cancel under the Status column (third column from the left).

You are able to manage your AutoPrint and AutoProcess mailings, check your Campaign Marketing ROI or even cancel your scheduled mailings at anytime. To manage the mailings, click on Manage Campaigns, under the Campaigns tab.

Adjust the start and end dates to find the campaign you want to review and click Refresh.

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autoproCESSStep-by-Step Instructions

Review the letter you intend to cancel and click on Cancel this AutoProcess or I changed my mind.

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