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Customer follow-up and retention campaigns

Automatically segments customers post-purchase and delivers personalized retention campaigns including service reminders, accessory offers, and trade-in opportunities based on purchase history and RV usage patterns. This workflow increases customer lifetime value and drives repeat business through targeted communications.

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Workflow Trigger

Customer completes RV purchase and delivery is confirmed in dealership management system

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    RV Purchase Completion Detected

    Workflow initiates when a customer's RV purchase is marked as delivered in the DMS. Customer data including RV model, purchase date, and contact preferences are retrieved.

    Frazer DMSDealerSocket CRM
  2. 2
    Action

    Create Customer Retention Profile

    System builds comprehensive customer profile including RV specifications, purchase history, service preferences, and demographic data. Profile is enriched with warranty information and recommended maintenance schedule.

    DealerSocket CRMRV Pro Manager
  3. 3
    Decision

    Segment Customer by RV Type

    Workflow branches customers into segments based on RV type (motorhome, travel trailer, fifth wheel) and price point to determine appropriate follow-up campaigns. Different RV types require different service intervals and accessory opportunities.

    RV Pro Manager
  4. 4
    Action

    Schedule Personalized Campaign Series

    System creates automated email and SMS campaigns tailored to customer segment, including 30-day satisfaction survey, 6-month service reminders, and seasonal accessory promotions. Campaign timing aligns with typical RV usage patterns.

    DealerSocket CRMCDK Drive
  5. 5
    Action

    Monitor Customer Engagement

    System tracks customer interactions with campaigns including email opens, service appointments scheduled, and parts purchases. Engagement scores are calculated to identify at-risk customers needing additional attention.

    DealerSocket CRMFrazer DMS
  6. 6
    Action

    Generate Trade-in Opportunities

    Based on RV age and customer engagement, system identifies potential trade-in candidates and creates targeted campaigns featuring newer models. Trade-in valuations are automatically generated using current market data.

    RV Pro ManagerCDK Drive
  7. 7
    Output

    Deliver Retention Campaign Results

    System generates comprehensive retention campaign performance reports including customer engagement rates, service revenue generated, and trade-in leads created. Results are delivered to sales and service managers for review.

    DealerSocket CRMFrazer DMS

Outputs

  • Automated customer retention email and SMS campaigns
  • Service appointment reminders and bookings
  • Trade-in opportunity leads with valuations
  • Customer engagement and retention performance reports

Key Metrics

  • Customer retention rate
  • Service revenue per customer
  • Campaign engagement rate
  • Trade-in conversion rate

Tools & Integrations

OA

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