Creating a Saved Search (Inventory Alert) for Customers

This guide will walk you through creating a saved search, also known as an Inventory Alert, within the CRM. This feature allows customers to receive automatic email notifications about new inventory that matches their desired criteria.

Steps:

  1. Access Saved Searches:  Navigate to the "Saved Search" tab within the customer's profile.

  2. Add New Saved Search: Click the "Add New Saved Search" button. This will open a window with various search criteria options.

  3. Name of Search: Enter a descriptive name for the search (e.g., "John Doe's Truck Search").

  4. Email Notification:

    • Frequency: Choose how often to receive email notifications (e.g., "Once Daily," "Twice Weekly").
    • Delivery: Choose to send these notifications to yourself, the customer or both. (best practice to choose yourself only so you can determine if you want to present this vehicle to the customer)
    • Duration: Select how long the alerts should remain active (e.g., "for 3 Months," "for 1 Year").

  5. Category: Select the desired vehicle category (e.g., "Cars," "Trucks," "SUVs").

  6. New/Used:  Choose whether to include new, used, or both types of vehicles in the search.

  7. Make, Model, Trim: Specify the customer's preferred make, model, and trim level. If the customer is open to various options, you can leave these fields as "Any."

  8. Bodystyle: Select the desired vehicle body style (e.g., "Sedan," "Coupe," "Hatchback").

  9. Year Range: Define the range of acceptable model years.

  10. Price Range: Set the minimum and maximum price for the desired vehicles.

  11. Mileage Range:  Specify the preferred mileage range.

  12. Transmission: Choose the desired transmission type (e.g., "Automatic," "Manual").

  13. Fuel Type: Select the preferred fuel type (e.g., "Gas," "Diesel," "Hybrid").

  14. Has Photos: Choose whether to only include vehicles with photos in the search results.

  15. Location: Specify the preferred location for the vehicles, if applicable.

  16. Payments: Set the maximum monthly payment the customer is willing to make.

  17. Save the Search: Once you have entered all the criteria, click the "Save" button to create the saved search.

Key Points:

  • The saved search will automatically run in the background and send email notifications to the customer whenever new inventory matches their criteria.
  • You can manage your saved searches and modify the criteria or frequency at any time.
  • This feature enhances customer engagement and helps them stay informed about new arrivals that meet their needs.