Self-Serve Outbound Campaigns
19 Oct 2026
Outbound campaigns are now self-serve for Sales and Service. Dealers can upload DMS or CRM history during onboarding with guided export steps, or use integrated data, and Vini maps every eligible opportunity to a campaign. The first campaign can be reviewed and launched in minutes, without waiting for the integration.
Campaigns From Day One
Customer history is now part of Vini onboarding, so dealers see opportunities before the integration is live.
Key capabilities:
History upload built into onboarding
Guided export steps for DMS and CRM data
Opportunities identified on the spot
Review and launch the first campaign in minutes
Self-Serve Service Outbound
Service managers can run their own outbound campaigns from repair order data, with four campaigns ready to go.
Key capabilities:
Self-serve campaign launch for integrated rooftops
Direct upload of DMS repair order history in the Console
Data mining lists every campaign the data can run
Four campaigns: Service Due, Overdue, Lost Customer Win-back, and Specials
