Managing Contacts
Visitor Book Dashboard
This guide provides an overview of the Visitor Book Dashboard where records can be searched, filtered and downloaded. Visitor Book Dashboard Columns Type - The sub categories within business type - for Dealerships they are (Sales Lead, Test Drive, ...
The Visitor Book - Record All Visitors To The Dealership
With the COVID-19 pandemic in May 2020 AutoPlay launched a new Visitor Book function as part of the AutoPlayAuto.com platform. This feature will be made available free of charge to all existing AutoPlay Sales Pipeline customers and includes; All ...
How To Create A Lead, Test Drive, Loan Vehicle or Prospect From A Contact Record
When viewing a Contact via the Address Book it's possible to use this as the starting point for creating an interaction with a Contact record. To do so select the + button in the grey action menu. There will be options to; Email - allows the user ...
How To Create A Customer Profile
Watch the short video below to find out how to manage your Customer Profile. If your dealership account has the 'Customer Profile' role enabled then you will see the icon for this in the red header menu (underlined in red in the screenshot below). ...
How To Manage Your Individual Contacts (Incl Opt Out, Groups, Activity And History)
To view an existing contact click on the record from the Address Book. This will open the View Contact screen. At the very top of the screen you will see icons for; Days Since Last Contacted - shows the number of days since an Email Response, SMS, ...
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 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 ...
How To Import Contacts To Your Address Book
It is possible to Import Contacts from a CSV file into autoplayauto.com via the Address Book. To do so click on the Import Contacts button pictured below (highlighted with red underline). You can then elect to add directly to a 'Contact Group', ...
How To Search For Contacts In The Address Book
The Address Book is the home of all the contacts that are created in autoplayauto.com - a count of the total records is listed in the red header (shown as 'Contacts (54) in the screenshot below). As each dealership could have hundreds of thousands ...
Overview - Managing Contacts Via The Address Book
Watch the short video below to find out more about how to create and manage your contact database via the 'Address Book' screen in autoplayauto.com The 'Address Book' contains all of the customers/contacts that exist in AutoPlay. If you have ...