Difference between revisions of "Getting started - Retention Centre"
From Catalyst
(→Regular Processes) |
|||
| (26 intermediate revisions by 6 users not shown) | |||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | This article will explain what the Retention Centres are and some guidance on how to use the retention centre. | + | This article will explain what the Retention Centres are and some guidance on how to use the retention centre. |
== More Information == | == More Information == | ||
| − | The Retention Centre is a hub to | + | The Retention Centre is a hub to simplify regular actions required to maintain good relations with customers and foster the best possible business relationship with them. The purpose of this software is to help you to retain customers and thus maximise your business by staying in touch with customers in various ways and reminding them of significant events. |
| − | == Retention Centre Areas == | + | === Retention Centre Areas === |
| − | There are currently three different types of retention and each type is designed to be used in accordance with the information to be sent out. These are Workshop, | + | There are currently three different types of retention and each type is designed to be used in accordance with the information to be sent out. These are Workshop, Unit Sales and Customer Retention Centres. |
| − | === Workshop Retention === | + | ==== Workshop Retention ==== |
The Workshop Retention Centre is where you would go to send out 1st Service, 2nd Service, MOT or combined reminders, confirmation of workshop jobs, reminders of an appointment in the workshop or a thank you to the customer once the job has been completed. | The Workshop Retention Centre is where you would go to send out 1st Service, 2nd Service, MOT or combined reminders, confirmation of workshop jobs, reminders of an appointment in the workshop or a thank you to the customer once the job has been completed. | ||
* To use the Workshop Retention Centre, go to {{Menu|{{WS}}|Workshop Retention Centre}}. | * To use the Workshop Retention Centre, go to {{Menu|{{WS}}|Workshop Retention Centre}}. | ||
| − | + | ===== Workshop Advisories ===== | |
| − | ==== Workshop Advisories ==== | + | The aim of the advisory work section of the Workshop is to enable the logging of work which is potentially required on units in order that this information can be used in the future to encourage unit owners to have this work done when required. |
| − | The aim of the advisory work section of the Workshop is to enable the logging of work which is potentially required on | ||
* To process all required advisories for the Workshop, go to {{Menu|{{WS}}|Workshop Retention Centre}}. | * To process all required advisories for the Workshop, go to {{Menu|{{WS}}|Workshop Retention Centre}}. | ||
| − | === | + | === Unit Sales Retention === |
| − | The | + | The Unit Sales Retention Centre is where you would go to send out thank you for buying letters, 1st ,2nd ,3rd and 4th year sales follow-ups, Warranty Expiry reminders and finance end contacts as standard. It is also possible to add custom actions. |
| − | * To use the | + | * To use the Unit Sales Retention Centre, go to {{Menu|{{VS}}|Unit Sales Retention Centre}}. |
=== Customer Retention === | === Customer Retention === | ||
| − | The Customer Retention Centre is where you would go to send out Birthday Wishes and Christmas Greetings, as well as being able to send | + | The Customer Retention Centre is where you would go to send out Birthday Wishes and Christmas Greetings, as well as being able to send actions from the other two retention centres. |
* To use the Customer Retention Centre, go to {{Menu|{{RP}}|Customer Retention Centre}}. | * To use the Customer Retention Centre, go to {{Menu|{{RP}}|Customer Retention Centre}}. | ||
| − | == Retention Centre Processes == | + | === Retention Centre Processes === |
Each Retention Centre has two different areas, which are {{Menu|Regular Processes}} and {{Menu|Individual Process}}. The difference between the two is that the {{Menu|Regular Processes}} is a one click operation to send out all the relevant media to your client data base, while the {{Menu|Individual Processes}} allows you to choose the media to be sent, by which method and to which customer. | Each Retention Centre has two different areas, which are {{Menu|Regular Processes}} and {{Menu|Individual Process}}. The difference between the two is that the {{Menu|Regular Processes}} is a one click operation to send out all the relevant media to your client data base, while the {{Menu|Individual Processes}} allows you to choose the media to be sent, by which method and to which customer. | ||
| − | === Regular Processes === | + | {{Tip|text=The sender's email address is specified on the user record for the employee carrying out the process - click [[How do I set up a new user?|here]] for instructions on creating users. Please ensure this is a valid email address if you would like customers to be able to reply to you.}} |
| − | *This option shows you the processes that the system considers you should be carrying out. The screen has the following fields: | + | |
| + | {{Tip|text=The sender displayed on SMS messages is specified on the {{DataValue|SMS (Silent)}} print record in the {{DataPrompt|Def.Sender}} field. If you would like customers to be able reply to you please enter a valid mobile number - click [[How do I send an SMS Message from Platinum?#I want to change the default 'From' name/number|here]] for further instructions.}} | ||
| + | |||
| + | ==== Regular Processes ==== | ||
| + | *This option shows you the processes that the system considers you should be carrying out. | ||
| + | |||
| + | * {{YouTube|CTqgIxrIlB8|Customer Retention Centre Regular Processes}} | ||
| + | |||
| + | The screen has the following fields: | ||
**{{DataPrompt|Date}} - This is the date the action is due. | **{{DataPrompt|Date}} - This is the date the action is due. | ||
**{{DataPrompt|Code}} - This is the customer's account code. | **{{DataPrompt|Code}} - This is the customer's account code. | ||
| Line 38: | Line 45: | ||
**{{DataPrompt|Type}} - This is the type of action, ''e.g. MOT Due, Service Due etc.'' | **{{DataPrompt|Type}} - This is the type of action, ''e.g. MOT Due, Service Due etc.'' | ||
**{{DataPrompt|Contact Due}} - This is the type of contact required, ''e.g. 1st Workshop Reminder, MOT Reminder etc.'' | **{{DataPrompt|Contact Due}} - This is the type of contact required, ''e.g. 1st Workshop Reminder, MOT Reminder etc.'' | ||
| − | **{{DataPrompt|Method}} - This is how the contact will be sent, either [[How do I | + | **{{DataPrompt|Method}} - This is how the contact will be sent, either [[How do I send an email from Platinum?|E-mail]], [[How do I send an SMS Message from Platinum?|SMS]] or letter. |
| − | *You will need to review the various contacts on the screen to make sure that the {{DataPrompt|Contacts Due}} are for the right customers and that the correct {{DataPrompt|Method}} has been selected to send the media out. | + | *You will need to review the various contacts on the screen to make sure that the {{DataPrompt|Contacts Due}} are for the right customers and that the correct {{DataPrompt|Method}} has been selected to send the media out. |
| − | {{Note|text=You can control the preferred method of contact with a customer and whether they want to be contacted by adding attributes to the customer record. See [[How do I filter out | + | {{Note|text=You can control the preferred method of contact with a customer and whether they want to be contacted by adding attributes to the customer record. See [[How do I filter out customers I don't want to contact?|this]] article for details.}} |
{{Tip|text=If you need to update any details on a customer's account, press {{KeyPress|S-F10}} to amend the information.}} | {{Tip|text=If you need to update any details on a customer's account, press {{KeyPress|S-F10}} to amend the information.}} | ||
| − | *Once you are happy to send out all of the contacts, simply press {{KeyPress|F2}} or click {{Button|Process All}} at the bottom of the screen. | + | *Once you are happy to send out all of the contacts, simply press {{KeyPress|F2}} or click {{Button|Process All}} at the bottom of the screen. |
{{Information|text=You will see each contact being sent by the media you have chosen.}} | {{Information|text=You will see each contact being sent by the media you have chosen.}} | ||
| Line 54: | Line 61: | ||
{{Note|text=If you were to click on {{Menu|Regular Processes}} again you will get a blank screen with a warning showing {{DataPrompt|No Actions Required}}.}} | {{Note|text=If you were to click on {{Menu|Regular Processes}} again you will get a blank screen with a warning showing {{DataPrompt|No Actions Required}}.}} | ||
| − | === Individual Processes === | + | ==== Individual Processes ==== |
| − | *Clicking on this option will list out the actions that can be sent to your customers. | + | *Clicking on this option will list out the actions that can be sent to your customers. |
*To use a particular action, simply press {{KeyPress|Down}} until you highlight the action you wish to send and press {{KeyPress|F2}} or click {{Button|Send}}. Alternatively double click the left mouse button on the action you wish to send. | *To use a particular action, simply press {{KeyPress|Down}} until you highlight the action you wish to send and press {{KeyPress|F2}} or click {{Button|Send}}. Alternatively double click the left mouse button on the action you wish to send. | ||
| − | *On all Retention Centres, the {{DataPrompt|Medium :}} is selectable. Choose from either [[How do I | + | *On all Retention Centres, the {{DataPrompt|Medium:}} is selectable. Choose from either [[How do I send an email from Platinum?|E-mail]], [[How do I send an SMS Message from Platinum?|SMS]] or Mail. |
*Depending on which Retention Centre you are using and the action you have selected, you will be able to enter one of the following: | *Depending on which Retention Centre you are using and the action you have selected, you will be able to enter one of the following: | ||
| − | **{{DataPrompt|Customer:}} Enter the customer code requiring the currently selected action. | + | **{{DataPrompt|Customer:}} Enter the customer code requiring the currently selected action. |
| − | **{{DataPrompt| | + | **{{DataPrompt|Unit:}} - Enter the unit requiring the currently selected action. |
**{{DataPrompt|Job:}} - Enter the job number requiring the currently selected action. | **{{DataPrompt|Job:}} - Enter the job number requiring the currently selected action. | ||
| − | == See | + | == See also == |
| − | * [[How do I | + | * [[How do I configure the Retention Centre?]] |
| − | * [[How do I filter out | + | * [[How do I choose how to contact a customer through the Retention Centre?]] |
| + | * [[How do I filter out customers I don't want to contact?]] | ||
| + | * [[How do I exclude customers from bulk mailing?]] | ||
| + | * [[How do I exclude units from bulk mailing?]] | ||
| + | * [[How do I create a custom Retention Centre action?]] | ||
* [[How do I Get my Logo onto Printed Documents?]] | * [[How do I Get my Logo onto Printed Documents?]] | ||
| − | * [[How do I | + | * [[How do I add advisories to a workshop job?]] |
| − | + | * [[How do I add advisories to a unit?]] | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | * [[How do I | ||
| − | {{KB_Tags| | + | {{KB_Tags|retention, centre, use, reminders, service, m.o.t., mot, thank, you, letter, email, sms, messaging, media, text, customer, marketing, contact, letters, emails, message, messages, bulk, texts, txt, txts, follow, up, followup, sales, birthday, christmas, wishes, greetings, bday, xmas, reten, market, bulk email, bulk texts, bulk mail, sender, address, video}} |
| − | {{ | + | {{FAQ}}{{GStart}}{{KB_ST}}{{KB_WS}}{{ZN_Accounts}}{{ZN_Admin}} |
Latest revision as of 17:43, 20 November 2023
Contents
Summary
This article will explain what the Retention Centres are and some guidance on how to use the retention centre.
More Information
The Retention Centre is a hub to simplify regular actions required to maintain good relations with customers and foster the best possible business relationship with them. The purpose of this software is to help you to retain customers and thus maximise your business by staying in touch with customers in various ways and reminding them of significant events.
Retention Centre Areas
There are currently three different types of retention and each type is designed to be used in accordance with the information to be sent out. These are Workshop, Unit Sales and Customer Retention Centres.
Workshop Retention
The Workshop Retention Centre is where you would go to send out 1st Service, 2nd Service, MOT or combined reminders, confirmation of workshop jobs, reminders of an appointment in the workshop or a thank you to the customer once the job has been completed.
- To use the Workshop Retention Centre, go to " Workshop Workshop Retention Centre".
Workshop Advisories
The aim of the advisory work section of the Workshop is to enable the logging of work which is potentially required on units in order that this information can be used in the future to encourage unit owners to have this work done when required.
- To process all required advisories for the Workshop, go to " Workshop Workshop Retention Centre".
Unit Sales Retention
The Unit Sales Retention Centre is where you would go to send out thank you for buying letters, 1st ,2nd ,3rd and 4th year sales follow-ups, Warranty Expiry reminders and finance end contacts as standard. It is also possible to add custom actions.
- To use the Unit Sales Retention Centre, go to " Unit Sales Unit Sales Retention Centre".
Customer Retention
The Customer Retention Centre is where you would go to send out Birthday Wishes and Christmas Greetings, as well as being able to send actions from the other two retention centres.
- To use the Customer Retention Centre, go to " Reports & Settings Customer Retention Centre".
Retention Centre Processes
Each Retention Centre has two different areas, which are " Regular Processes" and " Individual Process". The difference between the two is that the " Regular Processes" is a one click operation to send out all the relevant media to your client data base, while the " Individual Processes" allows you to choose the media to be sent, by which method and to which customer.
 | The sender's email address is specified on the user record for the employee carrying out the process - click here for instructions on creating users. Please ensure this is a valid email address if you would like customers to be able to reply to you. |
| The sender displayed on SMS messages is specified on the 'SMS (Silent)' print record in the "Def.Sender" field. If you would like customers to be able reply to you please enter a valid mobile number - click here for further instructions. |
Regular Processes
- This option shows you the processes that the system considers you should be carrying out.
- Customer Retention Centre Regular Processes
The screen has the following fields:
- "Date" - This is the date the action is due.
- "Code" - This is the customer's account code.
- "Name" - This is the customer's name.
- "Type" - This is the type of action, e.g. MOT Due, Service Due etc.
- "Contact Due" - This is the type of contact required, e.g. 1st Workshop Reminder, MOT Reminder etc.
- "Method" - This is how the contact will be sent, either E-mail, SMS or letter.
- You will need to review the various contacts on the screen to make sure that the "Contacts Due" are for the right customers and that the correct "Method" has been selected to send the media out.
 | You can control the preferred method of contact with a customer and whether they want to be contacted by adding attributes to the customer record. See this article for details. |
| If you need to update any details on a customer's account, press <Shift+F10> to amend the information. |
- Once you are happy to send out all of the contacts, simply press <F2> or click [Process All] at the bottom of the screen.
 | You will see each contact being sent by the media you have chosen. |
- You will then be taken back to the Retention Centre menu screen.
| If you were to click on " Regular Processes" again you will get a blank screen with a warning showing "No Actions Required". |
Individual Processes
- Clicking on this option will list out the actions that can be sent to your customers.
- To use a particular action, simply press <Down Arrow> until you highlight the action you wish to send and press <F2> or click [Send]. Alternatively double click the left mouse button on the action you wish to send.
- On all Retention Centres, the "Medium:" is selectable. Choose from either E-mail, SMS or Mail.
- Depending on which Retention Centre you are using and the action you have selected, you will be able to enter one of the following:
- "Customer:" Enter the customer code requiring the currently selected action.
- "Unit:" - Enter the unit requiring the currently selected action.
- "Job:" - Enter the job number requiring the currently selected action.
See also
- How do I configure the Retention Centre?
- How do I choose how to contact a customer through the Retention Centre?
- How do I filter out customers I don't want to contact?
- How do I exclude customers from bulk mailing?
- How do I exclude units from bulk mailing?
- How do I create a custom Retention Centre action?
- How do I Get my Logo onto Printed Documents?
- How do I add advisories to a workshop job?
- How do I add advisories to a unit?
