--- title: How to Target Customers with an Outstanding Quote description: Utilize Steer's Quote Filters to Return Revenue to Your Shop. --- [Skip to content](https://help.steercrm.com/knowledge/how-to-target-customers-with-an-outstanding-quote#main-content) English Show submenu for translations [![Steer_AutoOps_Brand_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.steercrm.com/knowledge?hsLang=en) 2. [Marketing](https://help.steercrm.com/knowledge/marketing?hsLang=en) 3. [Outreach Campaigns](https://help.steercrm.com/knowledge/marketing?hsLang=en#outreach-campaigns) July 1, 2024 # How to Target Customers with an Outstanding Quote ## Utilize Steer's Quote Filters to Return Revenue to Your Shop. Steer's quote filters allow you to follow up with customers and encourage them to book an appointment to satisfy an outstanding quote. **Days Since Quote** - Capture customers who received a quote within a certain day range. **Quote Date** - Capture customers who received a quote on a specific date. Follow the steps below to begin targeting lost revenue!  [Step 1: Customer Lists](https://help.steercrm.com/knowledge/how-to-target-customers-with-an-outstanding-quote#Customer-lists) [Step 2: Segment Settings](https://help.steercrm.com/knowledge/how-to-target-customers-with-an-outstanding-quote#segment-settings) [Step 3: Campaign Settings](https://help.steercrm.com/knowledge/how-to-target-customers-with-an-outstanding-quote#campaign-settings) ### Step 1: Build Your Customer Lists  We will be building three Dynamic Lists. This is to ensure we are targeting customers with quotes **who did not follow through** and excluding customers **who did follow through**.  1. Login to Steer. 2. From the Dashboard, click **Customers.** 3. Click **Filters, **then select **Advanced Filters.** ![Quote Camp - 1](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%201.png?width=688&height=357&name=Quote%20Camp%20-%201.png) #### List 1 - Enable Days Since Quote Filter Recommended range: 0 - 30, captures customers who received a quote in the past 30 Days  1. Click **Quotes.** 2. Switch the **Days Since Quote** toggle to On. 3. Add a value range (i.e. 0-30). 4. Click **Show Results.** 5. Select **Filters** again after reviewing the list, then click **New Dynamic Group.** 6. Add a group name (i.e. 0-30 Days Since Quote), then click **Save.** ![Quote Camp - Quote Filter](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%20Quote%20Filter.png?width=302&height=562&name=Quote%20Camp%20-%20Quote%20Filter.png)          ![Quote Camp - Quote List](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%20Quote%20List.png?width=307&height=334&name=Quote%20Camp%20-%20Quote%20List.png) #### List 2 - Enable Days Until Appointment Filter (Appointments) *Excludes customers who have an upcoming appointment for their quote.* Recommended range: 0 - 30, captures customers who have an upcoming appointment scheduled within the next 30 Days 1. Click **Appointments.** 2. Switch the **Days Until an Appointment** toggle to On. 3. Add a value range (i.e. 0-30). 4. Click **Show Results.** 5. Select **Filters** again after reviewing the list, then click **New Dynamic Group.** 6. Add a group name (i.e. 0-30 Days Until Appointment), then click **Save.** ![Quote Camp - Days until appt](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%20Days%20until%20appt.png?width=286&height=513&name=Quote%20Camp%20-%20Days%20until%20appt.png)  ![Quote Camp - Days until appt 2](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%20Days%20until%20appt%202.png?width=262&height=285&name=Quote%20Camp%20-%20Days%20until%20appt%202.png) #### List 3 - Enable Days Since Last Visit Filter (Customer Visits) *Excludes customers who completed a recent appointment for their quote.* Recommended range: 0 - 30, captures customers who had a visit in the past 30 days to satisfy a quote. 1. Click **Customer Visits.** 2. Switch the **Days Since Last Visit** toggle to On. 3. Add a value range (i.e. 0-30). 4. Click **Show Results.** 5. Select **Filters** again after reviewing the list, then click **New Dynamic Group.** 6. Add a group name (i.e. 0-30 Days Since Last Visit), then click **Save.** **![Quote Camp Days Since Visit](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20Days%20Since%20Visit.png?width=313&height=505&name=Quote%20Camp%20Days%20Since%20Visit.png)**  ![Quote Camp visit filter](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20visit%20filter.png?width=278&height=302&name=Quote%20Camp%20visit%20filter.png) ### Step 2: Set Up Your Follow-Up Segment 1. Click **Campaigns**, then select **Active.** 2. Under Follow-Up Campaigns, click **New Segment. ![Follow Up Campaign Screen](https://help.steercrm.com/hs-fs/hubfs/Follow%20Up%20Campaign%20Screen.png?width=655&height=331&name=Follow%20Up%20Campaign%20Screen.png)** 3. Add a name for your campaign segment (i.e. Quote Given, No Appointments Made). ![Quote Camp - segment settings 2](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%20segment%20settings%202.png?width=688&height=328&name=Quote%20Camp%20-%20segment%20settings%202.png) 4. Click **Select Customer Group** to choose the lists you made in Step 1. 1. **Include:** Days Since Quote List 2. **Exclude:** Days Until Appointment List and Days Since Last Visit List ![Quote Camp segment settings 1](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20segment%20settings%201.png?width=682&height=352&name=Quote%20Camp%20segment%20settings%201.png) 5. Click **Save.** ### Step 3: Set Up your Campaign 1. From Active Campaigns, click **New Campaign** under your previously created Follow-Up segment. 2. Select and customize your template. There are preloaded templates in Steer for Quote Campaigns, including both Text and Email Marketing Types. Use one of our templates or create one of your own!  3. Add a campaign name (i.e. Quote Given – No Appointment Made). Leave Days After Visit Filter **OFF** ![Quote Camp - campaign settings 1](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%20campaign%20settings%201.png?width=688&height=353&name=Quote%20Camp%20-%20campaign%20settings%201.png) 4. Select when you want to send your campaign and the type: One Time or Repeat.  We recommend Repeat Campaign, No End Date, Repeat Every 1 Day. This will allow Steer to work in the background for you, targeting customers with outstanding quotes. **![Quote Camp - Camp Settings 2-1](https://help.steercrm.com/hs-fs/hubfs/Quote%20Camp%20-%20Camp%20Settings%202-1.png?width=688&height=353&name=Quote%20Camp%20-%20Camp%20Settings%202-1.png)** 5. 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