Remote Menu

What is Remote Menu?

Remote Menu  is a remote aftermarket retail application, with which dealers can send product offerings  directly to customers via SMS and email, including sales tools to help explain the product’s features & benefits.

Selections will be visible in RouteOne Menu upon completion of the process.

Sending the Package

When Remote Menu is enabled, you can send a single column Menu Package or a multi-package 2-4 column Menu.

To send a single column Menu Package, click on the phone icon in the second step of the menu process (Product Pricing Page) next to the package you want to send.

To send a multi-package 2-4 column Menu, navigate to the ‘Digital’ dropdown located to the right of the ‘Print’ drop-down, then select ‘Remote Menu All Packages.’

For both options, a ‘Send Menu Confirmation’ pop-up will appear.

Enter the customer email and/or mobile phone number.

Click the checkbox next to each method with which you want to send the package to the customer.

• If this information already exists in the deal, the fields will be pre-populated.
• If the information entered differs from that which exists in the deal, you can check the ‘Update existing Customer Contact Information’ box to update the information in the deal.

Click the checkbox next to the consent statement to confirm that you have obtained the customer’s consent to send them SMS or email messages.

Remote Menu users have the option to send a survey to the customer along with the package. To do so, click the checkbox next to ‘Send Customer Survey.’

This does not have to be done at this time and can be sent separately later.

Once ready, click ‘Send.’

Once a package has been sent, the menu will be updated with a yellow bar reflecting that the package has been sent and is pending customer action.

At the same time, the customer will receive an email and/or text message with the link to Remote Menu.

The link is only available for 48 hours.  After that time, the link will need to be re-sent.  The customer will only ever have access to the most recent link generated.

Once the customer has reviewed and confirmed their product selections , the Menu will update and a red bar will appear, indicating that selections have been made.  The selected products will also appear in the Menu.

• If the customer does not confirm their selections, the bar will remain red, but the message will state that the link has expired.

During the product selection process, the customer will have the option to select In-Line Rating, which enables the customer to change the coverage term, coverage deductible, and coverage distance for an eligible product.

The Remote Menu has limited Remote eSign capabilities. The customer can use Remote eSigning to sign the Accept/Decline Disclosure, but the Product Contracts cannot currently be signed using the Remote eSigning tool. The customer must return to the dealer to finalize their product contracts.

Post-Sale Follow-Up

The Post-Sale process provides a customer with a second opportunity to purchase eligible products that were previously declined during the vehicle sale once a designated amount of time has passed since the completion of the deal.

The Post-Sale process uses Remote Menu, regardless of whether it was used for the initial sale.

The Post-Sale process runs at 12:00 PM and 6:00 PM EST each day. This cannot be changed by the individual dealership, as it is configured at a global level. An email and/or an SMS message will be sent, based on what was consented to    in the Vehicle Sale record. Once the customer opens the link, a new ‘Post-Sale Walk-In’ sale record will be created. This new deal type will include a modified ‘Product Pricing’ step, which allows the dealership to see the products selected through Remote Menu. In addition, the ‘Vehicle Info’ page will only display the vehicle image, not any financial information associated with the deal.

The product package is dynamically built using products marked as ‘Post Vehicle Sale’ and products    from the vehicle sale’s Menu template. If a product exists in multiple packages, the highest price for the product is used.

GAP Products will not be included.

Post-Sale Eligibility

If no products are eligible, no Post-Sale messages will be sent to the customer.

A vehicle sale must meet the following criteria to be eligible for Post-Sale:

• The sale’s ‘purchase date’ was set in the warehouse.
• The customer has consented to receive emails, SMS, or both.

Configuring Post-Sale

To enable Post-Sale, the ‘Post-Sale Follow-Up’ client feature must be enabled at the dealership.

In Menu, click the ‘Admin’ tab to expand the drop-down menu, and select the ‘Post-Sale Follow-Up’ option.

To enable Post-Sale, click the ‘Enable Automatic Follow Up Messaging Service’ check box.

Open the ‘Timing’ drop-down menu to designate how long after the completion of the deal the post-sale communication will be sent.