Remove trade vehicles & Fleet customers from ACM service follow ups

The ability to exclude trade and fleet customers from ACM Service Follow-Ups ensures that your follow-up efforts target only the appropriate audience. By marking specific customers as fleet customers, you can streamline your communication strategy and avoid sending unnecessary follow-ups to businesses or trade accounts.

This guide explains the process of excluding trade and fleet customers from ACM Service Follow-Ups and provides important notes on how the system processes these updates.

Why Exclude Trade and Fleet Customers?

• Targeted Follow-Ups: Focus service follow-ups on individual customers rather than trade or fleet accounts.
• Improved Communication: Avoid overwhelming trade and fleet customers with irrelevant service reminders.
• Efficient Marketing Management: Ensure your follow-up efforts are more effective and relevant to the intended audience.

Step-by-Step Instructions

1. Access Customer or Prospect Records:

   • Go to Marketing > View Customer/Prospect.

2. Open the Profile:

   • Locate the desired fleet customer by searching by the business name and double click the customer to open the record.

3. Navigate to the Marketing Profile:

   • Within the record go to Profiles then Marketing Profile section to open the marketing settings screen.

4. Update Preferences:

   • In the Preferences section at the bottom of the marketing screen, locate the checkbox labelled Fleet Customer (ACM).
   • Tick this checkbox to mark the customer as a fleet customer. Once selected, this customer will no longer receive service follow-ups through ACM.

5. Save Changes:

   • Confirm and save your updates to apply the exclusion.

Key Features and Considerations

• Overnight Processing: The system processes ACM selections overnight. Changes made today will take effect the next day and will not immediately remove records from current follow-up lists.
• Fleet Customer Marking: By marking a customer as a fleet customer, you ensure they are excluded from all future ACM Service Follow-Ups.

Scenarios Where This Process is Useful

• Excluding trade customers who do not require individualised service reminders.
• Managing fleet accounts with a separate follow-up or service strategy.
• Streamlining ACM follow-up lists to focus on retail customers.