Month 1

To begin, make sure the following lists are created by heading to the Contacts drop-down > lists

Search for “Ready to buy” and “Not ready to buy”

If they need to be created, click the gear drop-down in the top-right of the page and select “New List”

Name the first list “ready to buy” and then scroll down to the Triggers & Filters

Add the Trigger: When a contact has the lead score of 150 or more

Save Changes

Repeat the process for “Not ready to buy” but don’t put any tiggers or filters

Also, make sure the following tags exist by heading to the Contacts drop-down > Contact Manager

Click into a user and select “edit tags” at the top left of the screen

Enter “Sold - [VT]” for each of the 5 vehicle types

For HD and RV clients, only one “Sold - Harley” and “Sold - RV” tags are needed respectively

De-select the tags for the user once created by clicking the “x”

Non-Unit Inquiry

Start

Open Trigger: When a contact fills out a form 1 time exactly

Filter:

1. When a contact fills out the form Contact Us

2. When a contact fills out the form Finance

3. When a contact fills out the form Trade Value

Filter A- Contact Us

Action: Add to list Contact Us

Action: Send the email “Let Us Help You”

Filter B- Finance

Action: Add to List Finance Application

Action: Send the email “Finance”

Gated Trigger: When a contact visits from the email

Action: Add to list Ready to Buy

Action: Add to VT segment list

Filter C- Trade Value

Action: Add to list Trade Value

Action: Send the email “Trade-In”

Gated Trigger A: When a contact clicks on “Upgrade” Link

Gated Trigger B: When a contact clicks on “Something New” link

Gated Trigger A- Upgrade

Action: Send the email “Vehicle Upgrade”

Gated Trigger: When a contact comes from the email Vehicle Upgrade

Action: Add to list “Ready to buy”

Gated Trigger B- Something New

Action: Add to list “Not ready to buy”

Parts/Service

Start

Open Trigger: When a contact fills out a form 1 time exactly

Filter:

1. When a contact fills out the form Parts Request

2. When a contact fills out the form Service Request

Filter A:

Time Delay: 1 day

Action: Add to Parts Request List

Action: Send the email “Parts Request”

Filter B:

Time Delay: 1 day

Action: Add to Service Request List

Action: Send the email “Service Request”

Unit Inquiry

Start

Open Trigger: When a contact fills out a form 1 time exactly

Filter:

1. When a contact fills out the form “Get Quote” at any time OR When a contact fills out the “Inquiry” at any time

2. When a contact has the lead score of 150 or more

Filter A:

Action: Send the email “Thank You”

Action: Send a notification to Lead Owner

Action: Add contact to list “Ready to Buy”

Action: Remove contact from list “Not Ready to Buy”

Filter B:

Action: Send a notification to Lead Owner

Action: Add contact to list “Ready to Buy”

Action: Remove contact from list “Not Ready to Buy”

Month 2

Unit Nurture Track

Start

Open Trigger: When a contact visits the website 1 time or more

Filter:

1. When a contact is a member of the list “Not Ready to Buy” AND When a contact is a member of the list [VT or Family]

Repeat for all 5 VTs or HD Families

Each VT filter gets it’s own unique track with similar emails

Filter A:

Action: Send the email “How to choose a [VT]”

Time Delay: 1 Week

Action: Send the email “Where to ride in”

Time Delay: 1 Week

Action: Send the email “Check out the latest [VT]”

Time Delay: 1 Week

Action: Send the email "Test Ride [VT]"

Repeat for each VT filter

Month 3

Post-Sale

Start

Open Trigger:

1. When a contact has the tag “Sold - [VT]”

Repeat for all 5 VTs

Filter:

1. When a contact has the tag “Sold - [VT]”

Repeat for all 5 VTs

Time Delay: 1 Week

Action: Send the email “Parts and Accessories [VT]”

Time Delay: 3 Months

Action: Send the email “Service Reminder [VT]”

Time Delay: 18 Months

Action: Send the email “Trade-In Reminder”

Repeat for all 5 VTs