Removing a Customer from Receiving an Upcoming Campaign Send

Follow the steps in this article to learn how to remove a customer from receiving an upcoming campaign send. The following process is best utilized for removing customers from Follow-Up, Maintenance Reminder, & Deferred Service campaigns.

Understanding the Sending Queue 

How to Remove a Customer from an Upcoming Campaign Send:

1. Login to Steer.
2. Navigate to Campaigns > Active Campaigns Tab.
3. Click View Report below Sending Queue.

 5. Locate Customer that Needs Removed (search by name or filter by campaign type).

 6. Click the Box to the Left of the Customer Name > a Check Mark will appear.

 6. Check the Campaign Type/Name to the Right of the Customer Name to ensure you are removing the customer from the correct campaign.

 7. Click Block from this Campaign.

     - Block from this Campaign will remove the customer from receiving that specific campaign and still allow them to receive other communications.

     - Unsubscribe will remove the customer from receiving any, and all, communication from the shop. 

Understanding the Sending Queue: 

• The sending queue shows all upcoming campaign or appointment notification sends up to one week before send.
• View the following information: 
  • Customer Name.
  • Days Until Campaign will Send.
  • Last Visit Date (date of last closed invoice).
  • Campaign Type/Name - indicates the campaign the customer will be receiving.
  • Vehicle - vehicle associated with the last closed invoice.
  • Sending Type - text or email.
• More (X) ∨ indicates that a customer has more than one campaign they will be receiving in the upcoming week.
• Filter by Campaign Type or Search By Customer Name for efficiency in locating those that need removed. 
• In the top right, you can see Text Activity per Month, showing how many texts have been sent so far this month (your shops billing period, not calendar month).