On AutoConvert, you can group or categorise customers so they can be handled in a certain way. The categories can have one or multiple filters, such as:
- Age
- Licence Type
- Demographic
- Risk Navigator (RN) Score
- Age, RN Score and Demographic
- Licence Type and Age
To add categories:
- Select 'Settings' on the left-hand menu
- Select ‘Application’
- Select ‘Categorisation’
- Select 'Add'
- Name the Category
- Add a description if needed
- Add the rules for the category. The rules will act as filters; when the rules are met, a customer will be added to the category.
Good to know: Customers can be in multiple categories or none.
When you have categories set up, you can enable automatic actions for them.
Below are some examples of categories you can set and the automatic actions you can add:
- You can set up a category so that when an 'Event' happens in a customer journey, like an application being approved or declined, those applications are automatically categorised, grouping those customers.
- You can group high or low RN scoring customers into categories so they are automatically sent to the appropriate lenders
- You can group high or low RN scoring customers into categories so they receive separate communications automatically. For example, a customer who is in the high RN scoring category will automatically receive a message about their application being 'Approved'
- You can group applications so that they can be automatically assigned to a specific agent or specific group of agents, for example, by teams; the finance team, the digital teams, or individual dealer branches
- You can group applications via their sources, so you can schedule marketing to be pushed to them. You could add a further rule so that marketing only goes to applicants sourced from your website rather than to dealer-sourced applicants.