New Broadcast Email Query Form

The New Broadcast Email Query form allows you to find a group of prospects to which you would like to send an email. If you enter as much information as possible on the form about the group you want to reach, you will find the best target audience for your message.

Important Note:

The list of prospects for broadcast email message is generated from a search of the Web Control system's reporting data. Since reporting data is updated on a nightly basis, new or recently modified prospects may not appear in the list.

To complete the New Broadcast Email Query form:

Click the Tools tab.
From the Broadcast Email section, click New Broadcast.
In the General Information section, make selections for the following:

For Sales Cycle, select Is to include prospects from a particular Sales status or select Is Not to exclude prospects from a particular Sales status. Then, select the Sales Status from the list.
For Source, select one or more sources from the list.

Use the SHIFT key to select sources that are adjacent to one another in the list.
Use the CTRL key to select sources that are not adjacent to one another in the list.

For Prospect Type, select one of the types in the list.
Select the date range criteria for the prospects by selecting one or more of the following and entering a date range.

Use Prospect Created Between to find prospects created on a particular day or between a specific set of days.
Use Prospect Last Activity Between to find prospects whose prospect record shows activity on a particular day or between a specific set of days. For example, the prospect was sent an email on one of the days specified.
Use Vehicle Purchased Between to find prospects who purchased a vehicle on a particular day or between a specific set of days.

Important Notes:

Use the MM/DD/YYYY format when entering dates.
Use the same date in each field to get results for a particular day.

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In the Vehicle Information section, make selections for the following:

Year

Use the SHIFT key to select years that are adjacent to one another in the list.
Use the CTRL key to select years that are not adjacent to one another in the list.

Make
Model - The list displays models based on the make that is specified.
Vehicle Status

Important Notes:

Use the MM/DD/YYYY format when entering dates.
Use the same date in each field to get results for a particular day.

In the Prospect Information section, you can:

Type a name for the City.
Select a State from the list.
Type a Postal Code.

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In the Salesperson section, Manager users can select prospects assigned to one or more salespersons by using the Sales Person list and selecting all salespersons for the dealership or one or more individual salespersons.

Use the SHIFT key to select salespersons that are adjacent to one another in the list.
Use the CTRL key to select salespersons that are not adjacent to one another in the list.

Additional options for creating your New Email Broadcast query include:

Results per page - Select the number of results you want to see on each page.
Max Records Returned - Select the maximum number of results you want to return for the query.
Exclude Recent Recipients - Select the length of time for which you want to exclude prospects that were recently contacted. For example if you select 2 weeks, then the results will not include any prospect who received a broadcast email in the last two weeks.

Click Submit.

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Revised: March 2010