What Are Prospect Agent Campaigns?
A campaign is a set of messages that Prospect Agent sends to a group of customers you choose, over a set period of time. Prospect Agent does its other outreach on its own. Campaigns are where you decide who gets contacted and why.
You can use a suggested campaign or describe your own, such as a lease pull-ahead event or a push on aging used inventory. Prospect Agent works out the audience, writes a separate message for each customer, and sends them through the end date. When a customer replies, the conversation shows on their timeline the same way your team’s messages do.
Where to Find It
Click the Genius icon in the top menu bar to open Agent Hub.
In the left menu, under Sales, select Prospect Agent.
Click the Campaigns tab.
You’ll see two sections on the Campaigns screen:
Left side: your campaign list
Draft Campaigns: campaigns you started but haven’t launched yet
Active Campaigns: campaigns that are running now
All Campaigns: every active, completed or stopped campaign
Right side: start a new campaign
Pick a suggested campaign, or type in your own
How to Use It
Start your Campaign from Campaigns or Mining
Start a Campaign from the Campaigns Screen
Choose how to start:
Use a suggested campaign: Select one of the ideas shown. Click Refresh Suggestions if you want new ones.
Create your own: Type what you want into the text box at the bottom of the screen and press Enter. For example: “Reach out to customers with a lease ending in the next 4 months about our pull-ahead offer.”
If you’re already looking at a campaign, click the plus (+) button at the top of the menu to start a new one.
Start a Campaign from Mining
Want to pick your audience first? Start in Mining.
Click the magnifying glass in the top menu bar to open Mining.
Choose a saved segment, or mine for Deals or Customers.
Once your segment looks right, click Create Campaign in the top-right corner.
You’ll go to the Campaigns screen, where you can review the campaign details.
Review the Campaign Details
Prospect Agent shows you the main settings before anything goes out:
Target Audience Count: how many customers are in the campaign
Filters Used: the criteria Prospect Agent used to find those customers
Campaign Duration: when the campaign starts and ends
Make Changes (Optional)
Not quite right? Type more instructions into the text box at the bottom, like “only include customers who bought in the last 3 years” or “run this for 2 weeks.” The campaign details on the right update as you go.
Launch Your Campaign
When you’re happy with the details, click Launch Campaign. Prospect Agent starts reaching out on the start date and keeps going through the end date.
Check on a Campaign
Select any campaign from the list on the left. You’ll see:
Campaign Summary: an overview of the campaign
Progress Bar: how far along the campaign is
Engagement Rate: how customers are responding
Info icon (“i”): how many customers were removed because they’re already getting other automated outreach
Active Outreach: the messages Prospect Agent is sending, as they go out
Menu: see how the campaign was created, or stop the campaign
Tips for Your Team
Use Mining when you already know who you want. Build the list in Mining first, then let Prospect Agent write the messages.
Be specific in your prompt. “Customers with a 2020 or older SUV who haven’t been in for service in 12 months” gets you a tighter list than “old SUV owners.”
Check Active Outreach in the first day or two. It’s the fastest way to see how your customers are reading the messages.
Have your team ready for replies. When a customer engages, they’ll show up in your sidebar for follow-up.
Good to Know
Permissions: You need the Agent Hub and Prospect Campaigns permissions to view and create campaigns. Ask your manager if you don’t see the Campaigns tab.
Audience limits: A campaign started from Mining can include up to 1,500 customers. A campaign started from the Campaigns screen can include up to 4,999 customers.
Sending times: Messages go out between 9 AM and 6 PM, your store’s local time. Nothing goes out on Sundays, major holidays, or days your store is closed.
Customers are skipped if they:
had a vehicle delivered in the last 6 months
have no open deal and were contacted in the last 3 days
have an open deal and were contacted in the last 30 days
Opt-outs: Campaigns follow the unsubscribe settings on each customer’s Contact Card.
Frequently Asked Questions
Can I edit a campaign after it launches?
No. Once a campaign is live, you can stop it, but you can’t edit it. To make changes, stop it and launch a new one.
Why is my audience count lower than I expected?
Some customers are removed because they were contacted recently, had a recent delivery, or are already getting other automated outreach. Click the info icon (“i”) to see how many were removed.
Where do replies show up?
On the customer’s timeline, like any other conversation. The people assigned to that customer also get a Prospect Agent follow-up in their sidebar.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!