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Ensure customers that do not want email marketing are left out of email campaigns.

Below you will find step by step instructions on how you can mark a customer in your POS to ensure they will not receive email marketing sent by AutoVitals.

Please note, you can also mark this in AutoVitals directly instead of your POS. Learn how in this post (check out the tab called ‘How do I edit a customer’s email settings?’)

Solution

RO Writer

To market a customer as “No Marketing” in RO Writer, first begin by clicking “Edit Customer” on the customer’s information screen

Meyers Auto Tech Step 1

An “Edit Customer” screen will popup. Click on the “Other Info” tab at the bottom of the popup.

MAT Step 2

Once on this tab, uncheck the “send” box next to the customer’s email and then click “OK” to save.

MAT Step 3

Finally, return to the “Edit Customer” screen and check the “Disable Marketing” box in the “Marketing” section of the popup. Click “OK” to save.

MAT Step 4

AllData Manage

 

Marking a customer as “No Marketing” is currently unavailable in AllData Manage, however you can edit this setting directly through AutoVitals. Click here to find out how!

Repair Writer

In Repair Writer, begin by clicking on the “Customer” drop down tab and then click “Information”.

PAC 1

A “Select Customer” box will appear. Search for the customer you would like to mark as “No Marketing” in the yellow search box and click on their name when it pops up.

PAC 2

An “Edit Customer” box will appear. Uncheck the “Active” box on the top right corner to mark them as “No Marketing”.

PAC3

 

MaxxTraxx

Begin by searching for the customer you would like to mark as “No Marketing”. To do so, click the “Customer Service” icon on the toolbar.

CD 1

A “Customer Search” box will appear. Search for the customer and click “OK”.

CD 2

A list of customers that match your search will pop up. Click on the correct customer and then click “Find”.

CD 3

The customer’s profile will appear. First, click on the details tab. Once on this tab, you can mark the customer as “No Marketing” by checking the “Don’t Include in Mass Marketing” box. Click “OK” to save.

CD 4

NapaTracs Enterprise

First, click on the blue icon of three people (this will bring you to the customer search page).

NA11

Next, search for the customer you are trying to edit by searching either their first or last name in the respective search bars and then click “Find”.

NA2

Once you find the customer you would like to market as “No Marketing”, click on their name.

NA4

To disable marketing, uncheck the “OK to E-mail” box and save your changes by clicking “Save” in the top right corner.

Na5

NapaTracs Legacy

In NapaTracs Legacy, there are two ways to search for a customer.

Option #1: Click on the customer you would like to mark as “No Marketing” from the dashboard.

  NTL 1

Option #2: If the customer does not appear on the dashboard, you can search for them by clicking on the icon of two people on the toolbar.

NTL 2

Once you find the customer you would like to edit, click on the “Customer” button on the right side of the page. An “Edit Customer” page will popup.

NTL 3

Next, uncheck the “OK to Email” box.

NTL 4

Click the “Save” button to save the changes.

NTL 5

VAST

 

Coming Soon!

You can also mark a customer as “No Marketing” directly through AutoVitals.

 

Winworks

If your Point of Sales is Winworks, it is best practice to mark a customer as “No Marketing” directly through AutoVitals.

Check out this blog post to learn how!

YES/Pace

First, click on the “Customer Records” drop down box on the toolbar and then click “Inquire-Edit”.

FE 1

A “Customer Maintenance” box will appear. Type the customer’s name you would like to mark as “No Marketing” into the search bar and then click “Search”. Click on their name when it pops up.

FE 2

The customer’s profile will appear. There are two options for marking a customer as “No Marketing”:

Option #1: Check the “Declined” box next to the customer’s email to prevent them from receiving any emails you send out. Then, click “Save”.

FE 3

Option #2: Check the “Inactive” box to discontinue communication. Then, click “Save”.

FE 4

Mitchell

First, click on the “Utilities” tab and then “Find Customer” from the drop down menu.

TOS1

A “Find Customer” popup box will appear. Type the customer’s name into the appropriate search bar and click “Find”.

TOS 2

Next, click on the customer’s profile.

TOS 3

Once on the customer’s profile, look in the right hand corner to find the “Customer Snapshot” box, uncheck “Include in CRM Campaign”.

TOS 4

You can also mark an individual vehicle for “No Marketing” by clicking on the vehicle tab and unchecking the “Include This Vehicle in CRM Campaign” box.

          TOS 5 TOS 6

Lankar

First, click on the “Customer” tab on the toolbar and then click “Update”.

Lank1

An “Update Customer” box will popup. Search for the customer in the search bar and then select the name of the customer you are searching for. Click “OK”.

Lank2

The customer’s profile will appear. Uncheck the “Solicit” box and then click “Save”.

Lank3

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