EVE Auto Email Agent & Warm Touches
If you attended the PADI Member Forum during 2011, you will remember the topic of ‘warm touches’. For those PADI Dive Centres using EVE (recently updated to version 5.7 – including 1-click PIC processing), staying in touch with your customers and increasing the number of contacts you have with them is easy. However, setting up this functionality can sometimes be a little daunting when you are faced with the prospect of writing your own EVE auto email agent scripts to send emails to customers at predetermined points in their education.
Therefore, we’re going to do it for you. Over the next few weeks we’ll be publishing the EVE Auto Email Agent code, and email templates that will enable you to carry out the following auto emails for every customer that comes to your store on an Open Water Course. Once you’ve set these up, you should then be able to customise them for every other course level that you conduct and store within EVE.
We’ve expanded on the ’7 warm touches’ and can immeidately think of at least 11 ways to contact a new customer during their Open Water Diver course:
- Thanks for completing a DSD – Now sign up to Open Water Diver
- Thanks for signing up to Open Water – Things you’ll need (kit sales + ‘don’t forget your towel) – Medical Attached
- Getting closer to day 1 of open water (7 days away) – Want to call and buy your snorkel and mask
- Starts tomorrow – Have you completed knowledge development and medical statement?
After session 1 (Knowledge Development / Confined Water):
- Congratulations on first step – how was it for you – link to 1st questionnaire (service, ease of booking,
- Next session coming up – here’s some equipment you might want to think about – Manufacturers input.
Loop until course completed (5-6 iterations) End of course:
- Congratulations email – Specialty Programmes are next
After their course is completed, maybe 7 days have passed since certification.
- Haven’t heard from you, when are you coming back?
- We miss you, come visit us and continue your adventure
- Join the dive club and save money on future experiences, courses and kit
- Holiday time is coming, look at our list of trips.
So let’s get started…
If you don’t have experience of using the EVE Auto Email Agent, or EVE; please contact your PADI Regional Manager who will be happy to provide you with an overview of the process and discuss the implementation of EVE at your PADI Dive Centre.
Someone completes a PADI Discover Scuba Diving Experience, and you want to send them an email encouraging them to sign up to PADI Open Water Diver.
The email template to use is located here: 
Instructions on how to get this email into Microsoft Outlook are located here: http://www.padi-islands.com/2011/03/17/new-eve-templates-download-them-now/
Once you have the email saved in your Outlook Templates folder, use the following code within the Auto Email Agent script window:
SELECT CuFirstNameTx AS FirstName, CuLastNameTx AS LastName, C1CertificationDate_N AS CertificationDate, CuEmailTx_N AS Email, CuCustID AS CustID FROM T_C1CustCourse INNER JOIN T_CuCust ON T_C1CustCourse.C1CustID = T_CuCust.CuCustID WHERE [NotOnMailingLists] AND CuUnavailableBl=0 AND C1CourseTypeID=11 AND DateDiff(dd, C1CertificationDate_N, GetDate())=1
This code tells the auto email agent to look for all courses that were completed yesterday (today’s date minus 1) where the course type was 11 (Discover Scuba Diving). If you need to find the course ID for any course in EVE, you’ll simply look at the course type screen for the greyed out number next to ‘ID’:
Once all of this is set up, your auto email agent screen should look something like this:
Click the test button to see if there is any data ready (people who conducted a PADI Discover Scuba Diving experience yesterday), and then click OK to save the auto email agent setting.
That’s it! Every morning at 7am, the agent will check the EVE system for Discover Scuba Diving participants who completed yesterday and send them the preformatted and personalised email that you’ve built and saved into Microsoft Outlook. You’ll never have to remember to email those participants again.
Next week…we’ll be looking at thanking Open Water Diver Course customers for signing up to the course, and reminding them about important equipment purchases they should make before the course starts.
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