Campaign Builder Call Not Been Sent (Service & MOT)

You can check the Communication Preferences on the customer record in CRM to see if the following are enabled:

• Click CRM
• Click Customer/Prospect
• Enter the Customer Code
• Click on Communication Preferences

You need to check the Campaign Builder (Service Follow Up) is ticked

If the above items are ticked for Service & MOT calls, you will then need to check that the Next Service/MOT date are valid and due a call (in the CRM record under the 'Current Vehicle' tab)

Loyalty Builder Call Not Sent (CSI Call after work has been carried out)

You can check the Communication Preferences on the customer record in CRM to see if the following are enabled:

• Click CRM
• Click Customer/Prospect
• Enter the Customer Code
• Click on Communication Preferences

You need to check the Loyalty Builder (Service CSI) Box is ticked

If the box is ticked then it could be that the Loyalty tick box was unticked when the job was invoiced, if this is the case speak to the person who invoiced it and ask for the reason.

Peak are able to run a script which will also confirm that the box has been unticked so please call Software Support on 01625 428220 and we can do this for you

PLEASE NOTE:

IF THE BOXES ARE UNTICKED, THEN IT MAYBE THAT THE CUSTOMER HAS REQUESTED THIS

UNDER NO CIRCUMSTANCES SHOULD THESE BE TICKED UNLESS YOU HAVE CONFIRMED WITH THE CUSTOMER THAT THEY ARE HAPPY TO RECEIVE CALLS AND OTHER COMMUNICATIONS FROM YOU

IF YOU TICK THESE WITHOUT THE CUSTOMERS CONSENT THE YOU WILL BE AT BREACH OF THE GDPR REGULATIONS AND COULD BE FINED FOR THIS