What does the action no. mean in the retention centre?

Summary

This article will explain what the "Action No." means in the " Retention Centre" and also include a brief explanation of what the " Retention Centre" will send.

More Information

The " Retention Centre" is a hub to automate and simplify regular actions required to maintain good customer relations. As this is a convenient one-button click to process all actions, it is sensible to print out the list of all actions due before you process all the items. This is handy but shows these as an "Action No.". The "Action No." details are explained below.

Workshop Retention Centre

• "Retention Centre Action No." 1.
  • This action is used for the Workshop and it is the '1st Workshop Reminder'. By default it is set to look for units with either a Service or an M.O.T. date or both Service and M.O.T. date from '60-50 days' from today's date and will send a reminder.
• "Retention Centre Action No." 2.
  • This action is used for the Workshop and it is the '2nd Workshop Reminder'. By default it is set to look for units with either a Service or an M.O.T. Date or both Service and M.O.T. date from '40-30 days' from today's date and will send a reminder.
• "Retention Centre Action No." 3.
  • This action is used for the Workshop and it is the 'Workshop Confirmation'. By default it is set to look for jobs booked in the Workshop Diary from '50-5 days' from today's date and sends a confirmation that the job has been booked in.
• "Retention Centre Action No." 4.
  • This action is used for the Workshop and it is the 'Workshop Booking Reminder'. By default it is set to look for jobs booked in the Workshop Diary from '3-1 days' from today's date and sends a reminder of the appointment.
• "Retention Centre Action No." 5.
  • This action is used for the Workshop and it is the 'Workshop Thank You'. By default it is set to look for jobs completed in the Workshop Diary from '1-5 days' prior to today's date and sends a thank you message.
• "Retention Centre Action No." 6.
  • This action is used for the Workshop and it is the 'W'shop Rem Prospect Contact'. By default it is set to create a prospect contact from '1-14 days' prior to today's date for any missed actions.

Customer Retention Centre

• "Retention Centre Action No." 7.
  • This action is used in Reports & Settings and it is 'Birthday Wishes'. By default it is set to look for customers' birthdays from '3-1 days' from today's date and sends a birthday wish.
• "Retention Centre Action No." 8.
  • This action is used in Reports & Settings and it is 'Christmas Greetings'. By default it is set to check if the date is '3-1 days' from 25th December and will send out Christmas greetings.

Unit Sales Retention Centre

• "Retention Centre Action No." 9.
  • This action is used for the Unit Sales and it is the 'Unit Sales Thank You'. By default it is set to look for units sold from '7-14 days' prior to today's date and will thank the customer for purchasing the unit from you and check that the experience was pleasurable.
• "Retention Centre Action No." 10.
  • This action is used for the Unit Sales and it is the '1st Sale Follow Up'. By default it is set to look for units sold from '30-60 days' prior to today's date and will send a courtesy message to check that the unit sold is as good today as it was when sold.
• "Retention Centre Action No." 11.
  • This action is used for the Unit Sales and it is the '2nd Sale Follow Up'. By default it is set to look for units sold from '360-367 days' prior to today's date and will send a courtesy message a year after the initial sale.
• "Retention Centre Action No." 12.
  • This action is used for the Unit Sales and it is the '3rd Sale Follow Up'. By default it is set to look for units sold from '725-732 days' prior to today's date and will send a courtesy message 2 years after the initial sale as well as remind the customer of your extensive range of new and used units.
• "Retention Centre Action No." 13.
  • This action is used for the Unit Sales and it is the '4th Sale Follow Up'. By default it is set to look for units sold from '1090-1097 days' prior to today's date and will send a courtesy message 3 years after the initial sale as well as remind the customer of your extensive range of new and used units.
• "Retention Centre Action No." 14.
  • This action is used for the Unit Sales and it is the 'Warranty Expiry Reminder'. By default it is set to look for units which have a warranty expiry date '30-20 days' from today's date and will send a reminder that their warranty is due to expire and offer an extended warranty.
• "Retention Centre Action No." 15.
  • This action is used for the Unit Sales and it is the 'Finance End Contract'. By default it is set to look for units which have a "Last Payment" date '30-20 days' from today's date and will notify the customer that their finance is due to come to term and also remind the customer of your extensive range of new and used units.

If you do not want an action to be performed, enter '0' in the "From:" and "To:" fields. For more details on how to do this, click here.

See also

• Getting started - Retention Centre
• What print records do I need for the Retention Centre?
• How do I configure the Retention Centre?
• How do I choose how to contact a customer through the Retention Centre?
• How do I exclude customers from bulk mailing?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

action, actions, due, no., number, mean, meaning, explain, explained, retention, centre, 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