How to Add or Modify a Targeted Marketing Campaign's Filter
This article explains how to add or modify filters for any marketing campaigns for Service Intel. It's important to note that while this tutorial specifically edits the Thank You emails, you can use these steps to modify any of the marketing in SI.
Navigate to the campaign you intend on editing by left clicking Customer Retention from column 1.
In the Customer Retention control panel, you will see a column indicating the campaign's Filter (See #1 below). The filter tells you which customers these campaigns are targeting. To change a campaign's filter, left click the name of the campaign you want to edit (See #2 below).
Once we are looking at a specific campaign's edit screen, you will see a button with the words Switch Filter on it at the top right. Left click that button to open a drop-down menu.
From the drop-down menu there will be a list of all filters that have been built anywhere within Service Intel. To change the campaign's filter, choose from this list. If you have not yet configured any filters, your list only have the option "All Vehicles" (same as no filter), "Add New Filter" or "Manage Filters":
Even if you have existing filters, you can add a new filter by choosing Add New Filter.
You can also view all your filters and what their criteria may be by choosing Manage Filters.
Once you choose a new filter, the list of customers to whom the campaign is applicable to will automatically change to reflect that. The system will save this change as it is made, and there is no need to commit this change anywhere.
Important Note: Updates to filters will only take effect for future send offs of that campaign. As we haven't figured out time travel yet, we wont be able to filter out any already-sent emails/postcards or text messages.
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