Prerequisites:
Before you begin, ensure the following:
Email Blast Enabled: Your store must have the Email Blast feature enabled
Permissions Set: Your user account must have “Email Blast” permissions enabled via User Management or Permission Groups
Create a Marketing List: Use the Data Mining Tool to build your customer list (maximum of 50,000 recipients per blast)
Step-by-Step Instructions
Step 1: Create your Marketing List
Access the Mining Tool (magnifying glass icon in the Menu Bar).
Decide if you want to mine for Deals or Customer Records:
Deals: Includes opened, dead, or delivered deals assigned to you
Customers: Includes customer records associated with you
Service (for stores with Service Hub): Includes customers associated with the service department
Alternatively, use a pre-saved segment
Step 2: Add Filters to Refine Your List
After selecting “Mine Deals” or “Mine Customers,” add filters to narrow your results.
Common filters include:
Deal Date Created
Current Pipeline Stage
Deal Status (Open, Dead, Delivered)
Source Type (Internet, Phone, Showroom, Campaign)
Note: If your segment exceeds 50,000 records, you will need to apply additional filters to reduce the list size.
Click on this link to watch a video on how to apply Filters, and create Segments in the Mining Tool!
Step 3: Send the List to the Email Blast Tool
Once your list is finalized (under 50,000 records), click the Email Blast icon in the top-right corner of DriveCentric to send the list to the Email Blast tool.
Step 4: Compose Your Marketing Email
The recipient count is displayed at the top. Clicking on this will show you a sample list of your recipients.
DriveCentric automatically excludes the following:
Customers who received an email blast in the last 24 hours.
Customers without an email address on their Customer Card.
Customers who unsubscribed from store emails.
Customers with Open Deals in “Snoozed” status.
Compose Your Email:
Subject Line: Enter a compelling subject line.
Email Content: Add text directly or upload an HTML email.
HTML Upload Instructions:
Click the “Insert HTML” button in the message box’s bottom-right corner.
Paste your HTML content.
Switch back by clicking “Save” to preview your design.
Step 5: Schedule or Save as Draft
Choose to:
Save as Draft for future edits.
Schedule the email blast for a specific date and time.
