Below is a step-by-step tutorial for scheduling a Declined Service E-mail with ClearMechanic. To learn more about what "Declined Service Marketing" is, please read these two blog posts: ClearMechanic Launches "Visual Declined Service Marketing" Feature and How ClearMechanic is Revolutionizing Declined Service Marketing with Personalized Letters and Visual Proof.
Step #1: Log into your Private Dashboard.
In your welcome e-mail, you were provided with a user name and password for the ClearMechanic Private Dashboard. The URL for your Private Dashboard is in the format "www.clearmechanic.com/yourshopname/dashboard". Go ahead and log in.
Step #2: In your Private Dashboard, search for the Repair Order that was declined by your customer.
Use the search filters in the Private Dashboard to find the repair recommendation that was declined by your customer. You can search by Repair Order number, as we have done in the screenshot below, or search by repair type, date, user name and so on.
Step #3: Click the "Declined" checkbox.
Click the "declined" checkbox in the far right column to schedule the declined service e-mail.
You're done! The declined service e-mail has automatically been scheduled with one simple click. You can view all scheduled and sent Decline Letters by clicking on the "Decline Letters" tab at the top of your Private Dashboard.
Here are some important additional tips related to Declined Service E-mails:
1) You can customize numerous options for your Decline Letters in the "Settings" tab in your Private Dashboard.
We allow significant customization for each shop, including changing the text of your e-mail template, the amount of the discount offered (or whether to offer a discount at all), how many days pass before each letter is sent, and many more.
2) Remember, for a Declined Service E-mail to work, there needs to be a customer e-mail address entered in the Private Dashboard.
If there is no e-mail address entered for the customer, then the Declined Service E-mail cannot be scheduled, because we won't know which customer to e-mail. Make sure to enter the customer's e-mail in the Repair Details page, or perhaps it has automatically been populated through our integration with your Dealer Management System or Shop Management System.
3) Your shop needs to sign up for our Declined Service Marketing feature.
Declined Service Marketing is part of our Gold Package. If you are not signed up, then you will not see this "Decline Letters" tab in your Private Dashboard.
Have any questions? E-mail us at email@example.com and a support representative will get back to you quickly.