Advanced Search and Bulk email Builder - Elead CRM
嚜澤dvanced Search and Bulk email Builder
Available on Lead Manager, FordDirect CRM and FordDirect CRM Pro
Before you begin your Advanced Search:
Refer to the PDF document ※Templates§ in FordDirect CRM University to create or edit the
template that you want to use for your email blast.
Once you have your template created and ready; begin the process below to complete the
email blast.
Step #1
Click ※Search§ from your home page to bring up the Advanced Search page:
Step #2 & #3
In order to ensure that you are only pulling customers in your search that have an
email within their profile, check the two boxes in front of the ※email address§ line.
The first box ensures that when your search is complete, you can view the email
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addresses for verification. The second box locks the search so that it only pulls
customers with an email address in their profile.
Step #3 is to select your search criteria from the options available on the search
page. You can search by name, by vehicle make and model wanted as well as by
the up type and source. Checking the box under the column with the open screen
allows that field to be viewable when the search is complete. Clicking the box
under the column with the lock allows you to narrow your search options by
requiring specific information.
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Step #4
As soon as you have chosen the data criteria for your search; simply click on the
※Go§ button at the bottom of the page in order to execute your search.
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Step #5
Once your search is complete, the list generated will populate and show your
total records found.
Next select the template you wish to use from the drop down list.
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Step #6
Once the template is selected; populate the subject line for the bulk
email campaign.
Step #7
Click on the Spam Ninja to determine if your email is likely to be delivered to your
customer*s inbox based on email Spam criteria. As long as the Spam score that
you receive is green, you are good to send the email out.
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