What Is a Prospect Agent Campaign?
With Prospect Agent, you can build a targeted campaign for a specific group of customers in your DriveCentric CRM. You tell Prospect Agent who to reach, what you want to happen, and how long the campaign should run. Prospect Agent then starts personalized, natural conversations with those customers and hands warm leads back to your team.
The prompt you write is the set of instructions Prospect Agent follows. The clearer your prompt, the better your results.
Writing an Effective Prompt
When you write your prompt, focus on three things.
Who
Who should Prospect Agent reach? Be specific about the audience.
Example: “Customers with leases ending in the next 3 months.”
Example: “Service customers who haven’t been in for over 6 months.”
What
What is the goal of your campaign? Clearly state what you want Prospect Agent to accomplish.
Example: “Offer an upgrade option and schedule a test drive.”
Example: “Invite them to book a discounted service appointment.”
When
When should the campaign run? Give a timeframe for how long Prospect Agent should engage these customers.
Example: “Run this campaign for 2 weeks.”
Example: “Engage the audience over the next 30 days.”
Refining Your Prompt
After you enter your prompt, Prospect Agent will review it and show a suggested target audience, filters, and campaign duration on the right side of your screen.
Prospect Agent may also offer smart suggestions for your audience and message. From there, you can fine-tune the campaign by adding your dealership’s voice or any extra details, like specials or incentives, that support the campaign.
Keep your campaign focused. One clear goal and one clear message will get you the best results.
Tips for Adding Your Dealership’s Voice
Be consistent: Match the tone your customers already expect from your store.
Use your own phrases: If your dealership uses specific language, like “VIP Treatment” or “Trade-Up Event,” include it in your instructions.
Highlight what sets you apart: Whether it’s a lifetime warranty, express service, or exclusive offers, make sure Prospect Agent knows what makes your store stand out.
When your audience, timeframe, and message look right, click Launch Campaign. Prospect Agent takes it from there.
Good to Know
Each campaign can include up to 4,999 customers.
Prospect Agent only sends messages between 9 AM and 6 PM in your store’s local time. It does not send on Sundays, major holidays, or days your store is closed.
Some customers in your audience may not receive a message. Prospect Agent skips anyone who took a vehicle delivery in the last 6 months, has engaged with your store in the last 3 days, or has an open deal with engagement in the last 30 days.
Prospect Agent respects the unsubscribe settings on each customer’s Contact Card.
Other Resources
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!