The document is an operational guide for dealership staff on how to create, configure, verify, activate, and monitor a Recall Alert campaign. It begins by emphasizing the prerequisite of an active text integration and provides detailed registration inputs and integration settings. The guide then walks through selecting an appropriate recall based on strategic goals, creating the alert with a descriptive name, and choosing an audience generation method (VIN Check API or CSV upload). It explains how to size the audience using hit‑rate and conversion assumptions, verify that sufficient recall‑verification credits are available, and apply audience filters to exclude recent appointments or repairs. The guide details setting up contact triggers (first and follow‑up messages), configuring the standard recall‑alert SMS template with merge tags, and the process of checking VINs, waiting for results, reviewing stats, and finally activating the alert. Ongoing monitoring, status flow (Not Configured → Results Available → Alert Running → Alert Complete), and viewing alert history are covered, along with a comprehensive checklist and recommended default settings. Key reminders stress that text integration and credit availability are hard stops before activation.
Topics
Text Integration Prerequisite and Registration Details
Outlines the mandatory text integration requirement, lists A2P registration inputs (legal name, website, EIN, etc.) and integration settings (Account SID, Auth Token, webhook secret, from numbers, shortlink).