In this article, we will review how to create a customer group using the advanced search tool. This is an important first step to creating call and email campaigns.
The first step will be navigating to the Advanced Search tool, which is found under the "Customers"tab.
On this page, you will utilize the filters to narrow the scope of customers you are grouping.
- Who: What scope of customers are you looking for? This is the ownership scope of customers you are serching.
- What: What category of customers are you looking for, The WHAT filter is 'context-sensitive' - which means, depending on the WHAT you select, another menu will be displayed, allowing you to further refine your selection. This can be Generated a lead, Have a closed RO, Purchased a vehicle etc
- Dates: What date range of customers would you like to include? This correlates to the "What" you have selected
Once you have set you filters you will click "Search Now" to view the results. Now that you have your search results you will click "work with group"
Next you will have a few different options
- Email Blast (will allow you to send a one-time email to all customers grouped as long as the list is 350 customers or less)
- Export to CSV (will allow you to export the list)
- Save to New Group will allow you to save and name the group (most commonly used when you are going to run a campaign with these customers)
- Save to Existing group (will allow you to save to an already existing group)
Moving forward with selecting "Save to new Group" you will now be able to name the group as well as choose an ownership type (this determines who is able to see this group).
Clicking "Next" will save your group and navigate you to the Grouping list.