Previous Customers: Sales Lens Previous Customers: Sales Lens

Previous Customers: Sales Lens

Julia G. Julia G.

Those that fall in the Sales Segments emailed to are based on these criteria:

  • Finance Upgrade = Loan customers who are in a positive equity position.
  • Lease Upgrade = Lease customers who have a lease ending soon (typically 6 months or under)
  • Lease Overage = Lease customers with 12 or less remaining payments who are projected to go over their allowed mileage before lease end.
  • High APR = Loan customers with a high APR rate (typically 9% or higher)
  • Warranty Alert = Purchase customers that currently have a factory or extended warranty that will be expiring within the next 90 days.
  • Inventory Acquisition + Service Conquest = Service only customers who frequently service their vehicle at the dealership.
  • Everyone Else = All other customers who do not fall into the above categories. These are customers who have recently purchased a new vehicle, don’t service frequently ,etc.

Scroll left to right to view customer activity & engagement as it relates to each segment. 

  • Opportunities
  • Vehicle Statement Delivered
  • Vehicle Statement Opened
  • Total Media Activations
  • Family Geofencing 
  • SmartMail Delivered
  • Total Shopper Customers
  • Shopped Privately
  • Shopped Publicly
  • Sales 

Scroll down to the bottom to view monthly email and engagement metrics for service customers

  • Delivered Statement = # vehicle statements delivered divided by # total opportunities
  • Opened Statements =# vehicle statements opened divided by # vehicle statements delivered 
  • Vehicle Wallet Engagement = # service intent divided by # vehicle statements opened