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How to Create and Edit Deferred Service Reminders

Deferred service campaigns allow shops to provide consistent and timely reminders for declined jobs; resulting in returning customers, increased car count, and increased average repair order value.

For the following shop management systems (SMS), Steer pulls Deferred/Declined services from the SMS source:

  • DropTop

  • Identifix

  • Pace

  • Protractor 

  • Tekmetric

  • Shop-Ware

  • VAST Retail

If you use a shop management system not listed above, Steer can generate deferred service campaigns via keywords based on your invoice data. You can edit and customize these keywords.

 

How to Create to Deferred Services Segment & Send a Campaign

If you would like to add a campaign to an existing segment, click + next to the segment of your choice and skip to Step 7 below. 

  1. Campaigns.
  2. Active > Deferred Services.
  3. Create a New Campaign Segment.

Deferred Add Segment

    4.  Name your Deferred Service Segment.

    5. Scroll and toggle on Days Until Appointment - 0-100 - EXCLUDE; this will keep your deferred service reminder from sending to customers who have a current standing appointment. 

    6. Save.

Now it's time to add your campaign to your deferred service cegment.

    7. Click + New Campaign and choose your marketing type: Text or Email. 

Deferred Add Campaign

    8. Create your own template or choose from the Steer Template Library - Deferred Service Reminder Template. 

   9. Name your Campaign. 

  10. Choose how many Days After Deferred Service was created you would like to remind the customer. Example: 20 days.

  11. Select the start date for your campaign to repeat every 1 day with No End Date - ON, to ensure the campaign is consistently running. 

  12. Save.   

Deferred Service Campaign Settings

To create a corresponding marketing type, i.e. send email and text both, simply click the plus sign beside your previously created campaign name, select your template, and update the campaign settings the same way that you did when you created your first Deferred Services campaign.

 

How Steer Generates Deferred Services via Keyword for Campaigns

Steer can scan your invoices and pull deferred services via keywords for shop management systems that don't send them to us as an object. It's important to ensure these keywords match the language you utilize on your invoices.

  1. Click Settings
  2. Click Communication.
  3. Select Deferred Services. 

Here, you'll see the pre-existing deferred service keywords in Steer.

Deferred Keyword Nav

To edit or delete an existing keyword, click the three dots beside the keyword you wish to edit. 

To add a new keyword, click +Add Keyword.

Deferred Keyword Edit or Add


How to Check that Deferred Service Keywords are Pulling Customers Correctly

You can view the queue for your deferred service campaigns to ensure Steer is pulling the correct customers into the campaign. 

  1. Campaigns > Active. 
  2. Navigate to Deferred Services Campaign. 
  3. Click the three dots beside the marketing type. 
  4. Click Manage Customer List to see the customers pulled into the campaign. 

Deferred Manage Customer List  Deferred Manage Cust List Pt 2

You can view the vehicle profile of the customers on the list to confirm they have a deferred service and that the keywords pulled correctly. 

Deferred VPP