Stock watchlist, fleet check-ins and franchise campaigns
Tell customers when a part they're waiting on is back, re-contact fleet accounts on a schedule, and (HQ) push a campaign to your franchises.
Where it is
These are part of the Marketing add-on, under Automations in the Marketing sidebar.
Stock watchlist
Customers waiting on an out-of-stock part get a message when it comes back.
- First build and Activate a flow with the Stock back in trigger (Automations). The page warns No "Stock back in" flow is switched on until you do.
- On Stock watchlist, press Add watcher, pick the Customer and Part, and add an internal Note if you like.
- When that product's stock goes from zero to some, every pending watcher is entered into the flow.
Per watcher you can notify now, mark notified without sending, re-arm for the next restock, or remove.
Fleet
For fleet and business accounts you want to contact on a rhythm.
- Build the check-in as a flow first.
- On Fleet, press New scanner, pick the Audience (a list or segment of fleet contacts), the flow it Enrols into, and Re-enrol every (days) (90 for quarterly).
- Activate it.
Franchise cascade (franchise networks)
- HQ: pick one of your campaigns, tick the franchises, add a Note to franchises and press Push to. You see who accepted.
- A franchise: offers from HQ show under Offered to you. Accept & copy puts an editable draft in your Campaigns to send to your own customers from your own sender; or Decline.