How do I open the Marketing screens? #
- From the Home Screen, click Marketing in the top menu bar.
- Choose the screen you want: Oil Change Reminders, Brake Reminders, Recommendation Reminders, Send Email/SMS or Communication Group.
Accessing Marketing
The Marketing menu is how you bring customers back in. It holds three reminder screens that find people who are due to return — Oil Change Reminders, Brake Reminders and Recommendation Reminders — plus Send Email/SMS for a one-off message and Communication Group for building a named list of customers to message together. All of it works from your invoice history, so a customer only appears once they have had work finalized.
How do I know whether I am allowed to email or text a customer? #
- From the Home Screen, click Marketing → Oil Change Reminders.
- Choose Send Via Email or SMS and read the Total Reminders count.
- ARM only counts a customer if they have given permission for that channel — email needs their email opt-in, and text needs their SMS opt-in. Anyone who has not opted in is left out of the count and never contacted.
- Because of that, the same date range gives you a different Total Reminders for Manual Print, Send Via Email and SMS.