The basics: Learn how to log into your web-based CustomerLink dashboard.

This dashboard is called WebLink and is your main portal for accessing information about your CustomerLink services, including access to your postcard proofs, reports, and smrt 2.0.

Layout and navigation:  Get familiar with WebLink buttons and icons and where they lead.

In this video, each icon, feature and button is highlighted with a brief description of where clicking will take you. Learn how to find your customer retention postcard proofs, your Internet marketing program and features, and your reports, not to mention how to find graphics options, holiday cards and more.

Account Activity – part 1: The basics.  Check on what you have mailed and the associated cost.

In this tutorial, you will see how to find your Account Activity information, including what pieces you have mailed, what type of messaging it was, how much each piece cost, and the number of items mailed each month.

Account Activity – part 2: The Details. This is the who, what, when, where, how much, how often information.

In this tutorial, you will learn more about what is available to you in the Account Activity section of WebLink:  names, addresses, specific message details, customer mailing history and other information about your shop marketing and customer retention program… it’s all there.

What’s on, what’s not:  find out how to find out here.

In this video, you will learn how to navigate through the Program section of WebLink. In the Program section, you can see which products you are using, which you are not, details about programs, and graphics for each.

The “proofing” process: Look before you mail.

In this video, you will learn how to use WebLink to check the graphics for your shop marketing program. Doing this is called “proofing” or “proof approval.”  The proofing process is where you can review mailer artwork before it goes out to your customers, allowing you to make suggestions and corrections before postcards are sent.

My Data – the “Snapshot”

In this video, you will see the My Data portion of WebLink, which is the Snapshot section.  The My Data – Snapshot section is where you can get a quick summary of the current data that we are using to send relevant mailers to shop customers. It includes information about active customers, active vehicles, how recent your invoice history is in your program, and the last time we received data from your shop.

Deactivation: How to stop sending to a customer or stop sending based on a particular vehicle.

If you have a customer that has moved away, has asked to stop receiving messages, or that you have decided you don’t want to continue messaging to, this video will show you how you can easily stop sending messages to them. You can also deactivate a vehicle, if, for example, you customer has sold one and no longer needs reminders for it anymore.

Database Maintenance: Customer information.

This video will show you how to use the WebLink dashboard to maintain your customer information. You can search for customers by name and then perform a number of operations around that customer, including information updates, name changes, and even if you wish to stop sending messages to them.

Your smrt Report: How to get to it and a basic overview.

In this video, you’ll see how to navigate to your smrt Report screen through the WebLink dashboard. Plus, you get some insight on the first section of your smrt report, which covers consumer “segments” and the numbers and reporting around them.