Comprehensive Guide to Using the Marketing Campaign System

The Marketing Campaign System in Navigator is a powerful tool that allows businesses to efficiently select, manage, and communicate with customers from their marketing database. This guide provides step-by-step instructions on how to create and manage campaigns, filter customer data, and send communications via email, SMS, and letters.

Accessing the Campaign System

To access the Campaign System:

1. Open Navigator.

2. Select Marketing from the left-hand menu.

3. Click on Campaigns.

4. The campaign system window will open, displaying existing campaigns, which can be accessed with a double-click.

5. To create a new campaign, click the New button in the top-left corner.

Creating a Marketing Campaign

1. Enter a Campaign Description: Provide a detailed name (e.g., "Vehicles Delivered in March").

2. Set GDPR Preferences: Answer the following questions:

   • Who is contacting the customer? (Our Contact or Third Party)

   • What type of campaign? (Marketing, Service Message, or Report Only)

   • How will you communicate? (Email, SMS, Letter, Telephone, or Social Media)

3. Define Customer Criteria: Use filters such as vehicle delivery date, warranty expiry date, or other relevant fields.

4. Review Your Selection: Avoid conflicting filters (e.g., selecting both MOT and service due within the same campaign).

5. Save and Reselect Data: Click Reselect, answer GDPR compliance questions, and allow the system to retrieve matching customer data.

Filtering and Cleaning Up Customer Data

Once you have a customer list, you can refine it:

1. Review Customer List: The system displays 250 customers at a time. Use the navigation arrows to scroll.

2. Use Clean-Up Tools:

   • Click Clean-Up Tool in the top-left corner.

   • Apply filters like "Remove customers with no email address."

   • Confirm and apply selected clean-up actions.

3. Manually Remove Customers:

   • Double-click a customer record to review details.

   • Tick unwanted customers and click Remove Selected.

Sending Emails via Campaigns

1. Open your campaign and click Email Template.

2. Create or Edit Templates:

   • View existing templates or click New Template.

   • Provide a template name and description.

   • Populate the subject and email body.

   • Insert images and variables to personalise the email.

   • Test the template by sending a draft to yourself.

   • Save the template when satisfied.

3. Send Emails:

   • Click Send Email and choose a template.

   • Answer the GDPR question (Select No to be compliant).

   • The system will process and send the emails.

Sending SMS Messages

1. Open the campaign and click Send SMS.

2. Create an SMS Template:

   • Enter a template name and description.

   • Type the message and use variables for personalisation.

   • Save the template.

3. Send SMS Messages:

   • Click Send.

   • Answer the GDPR question (Select No to be compliant).

   • The system will process and send the SMS messages.

Printing Letters for Customers

1. Create a Letter Template:

   • Navigate to Marketing > Marketing Setup.

   • Select the Letters tab.

   • Click Create, enter a name, and save.

   • To edit, double-click the template (Microsoft Word is required).

   • Add variables via Add-ons > DMS > Add Mail Merge Field.

   • Ensure essential fields like customer name and address are included.

   • Save changes and close Word.

2. Print Letters:

   • Return to your campaign and click Print Letters.

   • Select the template and print.

Exporting Customer Data

1. Open your campaign and click Report.

2. Select Fields to Export:

   • Double-click fields on the left to add them to the export list.

   • Remove unwanted fields by double-clicking them on the right.

3. Generate and Export Data:

   • Click Create Report.

   • Right-click and choose to export as Excel or CSV.

Modifying Search Criteria

If you need to change your selection:

1. Click Edit Selection.

2. Make adjustments, such as selecting a specific branch.

3. Click Save.

4. Press Reselect to update the dataset.

5. Answer the GDPR question again.