Contact Labels

Contact Labels

Overview

Expanding on the current Listing and Lead label functionality, this feature now allows labels to be directly attached to an AutoPlay customer. As a result, customers can be easily filtered in the address book or targeted in a database campaign for more focused marketing efforts.

Provisioning

Contact Labels are controlled via an account wide role, Contact Label



This role allows for users to be added, simply adding them will have no effect, if they are marked as a manager, they will then have access to the Contact Label Admin screens and be able to add and remove them on the account. The Contact Label Admin screen is found

Settings > Sales Pipeline Settings > Contact Label Types




Creating a Contact Label

If the account creating the label is a Master account of a group, Contact Labels can be created for the entire dealership network. They can also be created at the individual account level.

Clicking on the + button in the top right corner of the Contact Label Dashboard you will have the below screen



  1. Account to apply the label
  2. Group to apply the label to
    1. Any Group = Master account only
  3. Label Name as it will appear on the Contact
  4. Colour picker for label
  5. VMS ID
  6. Order the Label will appear
  7. Active / Inactive check box

Contact Details

Once the role is added to the account and labels have been provisioned



Contact Labels will be available to add or remove directly from the Contact Detail screen. This is similar in behavior to other label types that already existing in AutoPlay, by clicking the Grey label icon, you will be presented with a list of available labels for selection. There is n 'x' option directly on the label to remove it.




Lead Detail Screen

The Contact Labels will also appear within the Contact accordion on the Lead Detail screen. These will be displayed as Icons, and will reveal the label name on hover




Address Book

A new Filter has been added to the Address Book screens that will allow for the database to be searched based upon the labels. Note that this dropdown is enabled to have the 'Exclude' function available if this is enabled on the account. It is multi select by default, this behaves as an 'or' function.




Contact Databases

There is a new Type selection of  "Contact" that will search specifically for Contact Labels


    • Related Articles

    • Lead Labels

      New to AutoPlay in the 22.4.1 April Release is the addition of a new Lead Labels function that will allow the provisioning and attribution of Custom Label Tags to be added to leads. These Labels can help paint the Customer Journey more thoroughly in ...

    • How To Manage Contact Groups

      In autoplayauto.com it is possible to set up Contact Groups.  This can be done when sending an eDM/Live Leads or via the 'Contact Groups' screen.  This screen displays all of the Contact Groups you have set up, as well as the 3 default Contact Groups ...

    • Change a Contact Directly on a Lead

      Overview The 24.4.2 sprint has released a new feature that will allow for a contact to be swapped directly from a lead Provisioning To be able to use this feature a new role has been created "Allow Lead Contact Replacement". This is an account wide ...

    • How To Add A New Contact Via The Address Book

      All leads in AutoPlay must be attached to a Contact record.  Contacts can be added to AutoPlay in several ways Via Customer Integration with a DMS or CRM system Via Leads captured via API or Email Capture Via 'Import Contacts' in the Address Book or ...

    • How To Build Custom Contact Lists

      To Create A Custom Contact List in an email campaign, select your email campaign template, and the Option to send an email to a '(Custom Contact List) displays. 1. Click Build List and the Filters pop-up will display   2. Select an Existing Filter or ...