Previous Customers: Sales Lense

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