Monthly Archives: August 2011
EVE Auto Email Agent & Warm Touches – Part 4
In the last article we looked at sending emails to students who were already enrolled onto a course, but hadn’t been into the water yet for confined water training. We encouraged them to think about equipment purchases and got them a little more excited about blowing bubbles underwater for the first time.
We also alluded to the benefits of purchasing equipment and included a testimonial from one of our previous PADI Open Water Divers.
This article will focus on gaining feedback from our customers during the course, and ask them to fill out a short on-line questionnaire to let us know if we’re keeping them happy and providing them with the right level of service. It will also give them a sneak preview of some video of the Open Water Course, and talk a little more about the equipment needed to dive. Of course, you can edit the email template to add or remove information as you see fit.
A sample of the questionnaire can be found here: http://www.esurveyspro.com/Survey.aspx?id=0833ee5d-3546-4866-bcd9-b94de2e81b6a and you’ll need to register and setup your own account to start using this system for building your own dive centre surveys. Running surveys shortly after a customer has purchased or been involved with a product or service enables you to gauge the effectiveness of your offering. Leave it too long after the act and customers tend to lose the feeling of how a transaction felt to them, and answers become less accurate.
So, on to the email template and EVE Auto Email Agent Code. This week, we’re using the following code in the EVE Auto Email Agent programme. If you’ve forgotten how to use this code and the EVE Auto Email Agent programme, refer back to the previous article on how to set this up:
SELECT T_CuCust.CuFirstNameTx AS FirstName, T_CuCust.CuLastNameTx AS LastName, T_CuCust.CuEMailTx_N AS Email,
T_CTCourseType.CTCourseTypeTx AS CourseType, T_CuCust.CuCustID AS CustID, T_MoModule.MoStartDate_N
FROM T_C1CustCourse INNER JOIN
T_CuCust ON T_C1CustCourse.C1CustID = T_CuCust.CuCustID INNER JOIN
T_CsCourse ON T_C1CustCourse.C1CourseID_N = T_CsCourse.CsCourseID INNER JOIN
T_CTCourseType ON T_CTCourseType.CTCourseTypeID = T_CsCourse.CsCourseTypeID INNER JOIN
T_MoModule ON T_CsCourse.CsCourseID = T_MoModule.MoCourseID
WHERE (T_CsCourse.CsCourseStatusID = 1) AND (T_CuCust.CuUnavailableBl = 0) AND (T_MoModule.MoModuleTypeID = 130) AND (DATEDIFF(dd,
T_MoModule.MoStartDate_N, GETDATE()) = 1) AND (NOT (T_CuCust.CuCustID IN
(SELECT T_InInvoice.InCustID
FROM T_InInvoice INNER JOIN
T_IIInvoiceItem ON T_InInvoice.InInvoiceID = T_IIInvoiceItem.IIInvoiceID
WHERE (T_IIInvoiceItem.IIStockTypeID = 1044) AND (T_InInvoice.InTransStatusID = 0))))
The two important piece of the code above are T_IIInvoiceItem.IIStockTypeID = 1044 and DATEDIFF(dd, T_MoModule.MoStartDate_N, GETDATE(). These are now set to 1044 and 1 respectively. This simply means that we want anyone who has completed module 130 (Confined Water 1 – See last weeks article) on the previous day, and also hasn’t bought a item of Stock Type 1044 (Dive Computer).
This gives us a result of all the people who did confined water dive 1 yesterday, including their first name and email address, and sends them an email of our choice. Here’s the email template:
We’ve also included a link to an online survey to find out a little more about how our customer felt. We’ve enticed the customer to give us this feedback by offering them the chance to win a prize each month for completing the survey. Having a customer’s name, enable us to award them a prize should they win the raffle, but also to work out who their instructor was, when they were in confined water, and any issues that can be resolved privately with that individual. To setup your own survey system, simply head over to http://www.esurveyspro.com and register.
Keep checking back onto the blog for the next article, in which we’ll release some cool videos, and some useful headers and footers that you can use to build your own email templates.
EVE Auto Email Agent & Warm Touches – Part 3
Last week we looked at reminding students that their PADI Open water Diver Course was starting in 7 (or 10) days time. This week, we’re going to continue the theme to keep our Open Water Divers in the loop by telling them a little more about what to expect in the confined water sessions, and remind them to bring important stuff along with them.
At this stage, our divers will probably have completed some knowledge development topics, and will understand the relevance of equipment, and why owning equipment is important for comfort and practicality. So this email should now start to introduce some small items that can be purchased prior to the confined water sessions (mask, fins, snorkel?).
Today, we’ll use a script to have the EVE Auto Email Agent contact the student, remind them of when their confined water sessions are starting (and whet their appetite for the open water dives with a little bit of video), and then remind them that they haven’t purchased a mask from our store yet, and explain why it would be a good idea to have one before they started; with a testimonial thrown in for good measure.
The code we’ll be using it this:
SELECT T_CuCust.CuFirstNameTx AS FirstName, T_CuCust.CuLastNameTx AS LastName, T_CuCust.CuEMailTx_N AS Email,
T_CTCourseType.CTCourseTypeTx AS CourseType, T_CuCust.CuCustID AS CustID, T_MoModule.MoStartDate_N
FROM T_C1CustCourse INNER JOIN
T_CuCust ON T_C1CustCourse.C1CustID = T_CuCust.CuCustID INNER JOIN
T_CsCourse ON T_C1CustCourse.C1CourseID_N = T_CsCourse.CsCourseID INNER JOIN
T_CTCourseType ON T_CTCourseType.CTCourseTypeID = T_CsCourse.CsCourseTypeID INNER JOIN
T_MoModule ON T_CsCourse.CsCourseID = T_MoModule.MoCourseID
WHERE (T_CsCourse.CsCourseStatusID = 1) AND (T_CuCust.CuUnavailableBl = 0) AND (T_MoModule.MoModuleTypeID = 130) AND (DATEDIFF(dd, T_MoModule.MoStartDate_N, GETDATE()) = - 3) AND CuCustID NOT IN (SELECT InCustID FROM T_InInvoice INNER JOIN T_IIInvoiceItem ON T_InInvoice.InInvoiceID = T_IIInvoiceItem.IIInvoiceID WHERE IIStockTypeID=1046 AND InTransStatusID=0)
Yep, I know what you’re thinking; that looks like a foreign language to me. It’s not important to understand the script itself, but there are three variables I have highlighted in red that are important here (and more importantly can be adapted for future use).
If you’ve forgotten how to use this in the EVE Auto Email Agent, simply have a quick look at last week’s post to remind yourself.
MoModuleTypeID = 130 asks for everyone who is included in a module of identification 130 (Confined Water Dive 1). If you need to find the Module ID for any PADI Course in EVE, take a look in the Course Type window, and scroll across to the right to see the Module ID:
The second variable is the number 3, contained after GETDATE()). This looks for all customers who are starting the Module in 3 Days time. This number will need to match what you are saying in the body of the email (no point reminding them that confined water starts next week, and sending the email a month before!).
The last variable is this one: IIStockTypeID=1046 and is contained in a piece of code that looks to see if the customer doesn’t have that stock item on a previous invoice e.g. they have bought an item of stock from that category. If you need to find the stock type ID, take a look in the ‘Inventory’ section of EVE, under ‘Stock Types’:
In this instance, the Stock Type ID for Masks is 1046. This can be changed for any stock type that you wish to search for, e.g. that the customer has not yet bought.
Now for the email template, as before, if you’ve forgotten how to get this template into EVE, follow the instructions at the EVE Templates article from a few months back.
The template introduces the concept of those first bubbles underwater, and plants the idea that equipment ownership would be a good idea and make things better for the student. We’ve also got the opportunity to include a testimonial from a previous customer to help the student understand the benefit (try to use your own customer testimonials, but if you’re stuck I’ll happily vouch for my words if asked). We’ve also included a link in the sidebar to the confined water pool location (please edit this, unless you’re using Nemo 33 for confined water sessions).
That’s it; once setup in the EVE Auto Email Agent, the system will send an email to every student who has a Open Water Diver Confined Water Dive 1 starting in 3 days, and remind them of the location, and why they’ll need their own mask. You can adapt this script and template to expand into any equipment type and any course module. Why not try a Deep Adventure Dive module, and all people who haven’t bought a reel?
Next week we are going to show you how to contact your students ready for Open Water Dives, and get them excited about the adventure by showing them some videos in the email of what to expect, a little more equipment ownership and some continuing education ideas.
