Sending your customer multiple packets is super simple. Follow these steps to send multiple packets to a customer.
Follow these steps:
1. Make sure you're on the inventory listing page
2. Use the search and filter tools to locate the vehicle packets you wish to send
3. Click on the "Add to Cart" button on the right side of the vehicle listing
4. Locate your Cart and add/remove vehicles
As you add vehicles, they will list in your "Cart" located in the top left of the screen. You can remove packets from your cart by clicking "Remove from Cart"
To ensure your iPacket will be delivered, the following limit restrictions are in place
you can add up to 3 vehicles to your cart
5. Once you have added the vehicles, you wish to send. Click on the Send button located next to your "Cart"
6. Select Send Method
Email - shares all packets in your cart via email to the recipient(s) that you enter (email required)
Text - shares all packets in your cart via a one-way text message to the recipient(s) that you enter (mobile number required). Customer must OPT-IN the first time
Web Link - creates trackable links to all the vehicle packets in your cart that you can copy and paste into another sharing source (such as a CRM email template)
7. Select Recipient(s)
When creating a new contact, please enter the First Name, Last Name, and Email/Mobile number if available.
Note: your CRM contacts do NOT auto-populate in iPacket. Click HERE to see our CRM integrations.
8. Customize your message to send along with your vehicle packet
We pre-load a message for you, but you can further personalize the message or make changes if you'd like! Click HERE to see how to create custom user templates.
Note: Including additional personalization can increase your open rates.
9. Customize what is included in your iPacket
Attachments (optional): You can easily add .PDF .JPEG .PNG or .GIF files from your computer to your packet share (email only) by clicking add attachment icon. You can also drag and drop files from your desktop into the packet send screen.
*To ensure your iPacket will be delivered, attachments have a maximum file size of 3MB due to spam restrictions.
CoVideo: If you have an existing CoVideo account, you can access your video library directly from the send screen. See HERE how the integration works.
Customize the Customer VDP: You can omit the vehicle price from your packet share by unchecking the box.
10. Click Send Packet Now or Schedule Packet Send
Still, need help?
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