Remind customers of routine maintenance to keep your bays full with Steer's Maintenance Reminders. Utilize the pre-configured reminders or create your own!
What Are Maintenance Reminders?
Maintenance Reminder Campaigns allow your shop to remind customers that their vehicle is due for routine services, such as oil changes. You may also know them as Recommended Services (the term used in our legacy platform, Mechanic Advisor).
If your shop is looking to send out follow-ups for recommend services declined at a previous visit, please refer to the "How to Create and Edit Deferred Services" article.
How to Enable Maintenance Reminder Campaigns.
How to Update Sending Frame of Maintenance Reminders.
How to Customize Service Name, Service Intervals, What's Included Text, and Create New Services.
How to Create a Segment and Campaign for a Newly Created Service Reminder.
How to Enable Maintenance Reminder Campaigns:
Maintenance Reminder Campaigns are the third section on the campaigns page. Steer has 5 service reminder campaigns that are pre-configured for your shop including:
- Oil Change
- Breaks Maintenance
- Wheels & Tires
- State Inspection
- General Maintenance
To turn on these default campaigns:
- Campaigns > Active.
- Maintenance Reminders
- Toggle On/Off.
How to Update When Your Maintenance Reminder Campaigns Send:
Campaigns by default are setup to send 30 days until due and 30 days since due (DSD). Shops are able to customize Maintenance Reminders by following the steps below:
- To update the when a Maintenance Reminder sends, click the three dots on the type of marketing segment you wish to change and update the marketing type accordingly.
- Within the Marketing Type, you can update the number of days before/after the service is due as shown below.
How to Customize Service Name, Service Intervals, What's Included Text, and Create New Services:
- Settings.
- Communication.
- Maintenance Reminders.
- Click "Go to Tenant Settings"
- Click "Add Service" to add a service reminder or click on an existing service to edit. There are 4 fields to configure:
-
- Service Category Name: This is the name of the service that will show in Campaigns and on the customer's Vehicle Profile page.
- Source: This is how we Steer will find when the service was last performed on the vehicle. The invoice can be scanned for Keywords or for Parts. Choose one and then add as many keywords or brands/parts as you would like. If multiple keywords or parts are added the invoice only needs to include one for the service to be considered performed. Steer only scans paid invoices.
- What's Included: This is extra information displayed to the customer in the reminder email and on the vehicle profile page to tell them what will be included when the service is performed.
- Custom Interval: This determines how often you recommend a service be performed. For example if the interval is 60 days and the service is performed on May 1st, the service will become due again on June 30th.
Once you create the a new service, a campaign must be created to send reminders for that service.
How to Create a Segment and Campaign for a Newly Created Service Reminder:
To remind customers of the newly created service you will want to create a segment and campaign.
Creating a New Segment for a Newly Created Service:
- Campaigns > Active.
- Maintenance Reminders.
- Create a New Segment or update an existing segment by clicking the three dots beside the segment name.
- In segment settings you can choose the services that will be included in the campaign; choose the services you recently created.
- SAVE.
Creating a New Campaign for a Newly Created Service:
Now you will add a campaign to the Newly Created, or edited, segment.
- Click "+New Campaign" under your recently created segment.
- Choose your marketing type: Text or Email. (You can add both in separate steps).
- Choose from our Steer Template Library or Create Your Own.
- Set up your campaign sending parameters; an example is below.
- SAVE.
- If you would like to add another marketing type, click the + beside the name of the campaign you just created, and repeat the above steps.
If you need any assistance with your Maintenance Reminders, please chat in or reach out to your Steer Account Manager.