Plan the season's owner notes in advance

Write the season once and let each note go out on its date, to the interest it belongs to.

What this helps you do

A Content Series is a set of different prewritten messages that go out on a schedule you choose: daily, weekdays, weekly, or on specific dates. You write each message ahead of time and the Hub delivers them in order. A customer who connects midway gets the current message, never the backlog.

When to use it

Use it for the content the dealership already plans by the season: getting ready for the season ahead to Owner Updates, the pre-season parts note to Parts & Accessories, a monthly what-is-arriving note to Shopping & Availability, the clinic calendar on the first of the month to Events, or a run of holiday-hours notes in December to Service.

How to do it

  • Open Campaigns and choose New Content Series.
  • Pick the audience it goes to, such as Owner Updates or Parts & Accessories. One series per interest keeps each note relevant.
  • Set the schedule and time, for example monthly on a weekday morning.
  • Paste or type the messages, one per line, or pin a message to an exact date such as the last working day before the holiday closure.
  • Review the calendar and Activate. Pause, resume or add more messages anytime; the Hub warns you when the series is running low.

Example

In late summer the service manager writes five owner notes for the season: what to check before the first frost, storage and winterizing, the holiday hours, a January service note and getting ready for spring. Each goes to Owner Updates on its date, and nobody has to remember. A customer who joins in November gets November's note, not the first one.

Good to know

  • Each message in the series is different, and you write them all in advance. Sent messages are permanent history; edits only affect messages that have not gone out yet.
  • A paused series skips the dates it missed rather than catching up.
  • A series is not a reminder engine: the Hub has no hours, mileage, service history or delivery date, so a series sends the same note to a whole audience on a date, never a personalized interval to one owner.
  • Every step is a normal Blast: one credit per customer reached, with the email leg for customers who are still on email.
  • Content Series is included from the start. Journeys and Event Campaigns are Hub Pro.

Do it in your Hub

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