Download the html file as a starting point. Either save the page that loads, or "view source" and copy the code into your editor.
Swap out the dealership logo with your own. As much as I would like you to brand Don Valley North Lexus across the continent, it wouldn't make much sense to you :)
I recommend hosting your images via "the cloud". My personal favourite is Imgur. It's a lot faster, and dependable than your dealership website server will ever be.
The image in the template is 250x47, but feel free to experiment. Remember this is going to be yours.
Change the copy, or feel free to use the template, but make sure you put your own dealership name in there.
Add your Tweet Button.
Now, to get the code you can use the Official Twitter Buttons Resource, but it doesn't work well via most email. Instead, create a button at the Twitter Resource page, save as an image, and swap out the image in the template.
Then, modify the code to fit your division. The items bolded, and in red below are what you need to change:
<p><a href="https://twitter.com/intent/tweet?screen_name=dvnlexus&text=My appointment is confirmed!" class="twitter-mention-button"><img src="http://i.imgur.com/QrhHQm2.jpg" alt="Tweet to @DVNLexus" width="139" height="22" border="0"></a></p>
The map in the template is just an image. Programing an interactive map for email is not a viable idea.
First, locate your store within Google maps:
Take a screen shot of the area around your dealership and crop the image to fit the template. The map image in the template is 300 x 128. Again, it's best to upload the image to Imgur and link it to the email.
Then copy the link from the address bar:
Attach it to your map image as the link.
Change the Dealer Name, and address to your own. I created images for the template, but you could just as easily replace this with text. The choice is yours. However, make sure to link both items to the Google Maps location that we did in Step 5.
Change the phone number within the code of the "call" button to your phone number.
The items bolded, and in red below are what you need to change:
<a href="tel:905-475-2755"><img src="http://i.imgur.com/Yq2A5Xk.jpg" alt="Click to Call" width="77" height="34" border="0"></a>
This ensures that it will work on a mobile device.
The template is designed for the user to be able to change the information quickly for each appointment booked.
For the date: it is essential to keep the same format as the template to ensure "click-to-schedule". Change the month, day, and time for the appointment in question.
For the specialist: change to the salesperson / advisor the customer will be seeing.
For the address: put in your dealership address
For the flight: put in anything you wish. We use the same one for every appointment, but you can certainly switch it up if you like.
Change the Dealer Name, Phone Number to your own, and in the code for "email us" the items bolded, and in red below are what you need to change:
<a href="mailto:email@example.com?subject=About my Don Valley North Lexus Appointment">
You will want to change all the information in the footer to match your dealership. In order to decrease chances of your Appointment Boarding Pass landing in the Junk folder this information is critical. The items bolded, and in red below are what you need to change:
Each store has a different way of sending emails; some via outlook, some via a CRM. Take your template and input it into whichever situation suits your store. If a CRM: they can assist in inserting it properly. If Outlook, you can save as a template or simply just email it to yourself and save the email in a template folder.
This is by far the most important step. Once you have everything setup you must test your Appointment Boarding Pass in every way possible. Here is a quick guide:
You will be surprised at how many things can go wrong in the testing phase. It is better to find this out BEFORE you start sending to your customers. Once everything is checked over, you are ready to go.
As I stated earlier, the Appointment Boarding Pass on its own can only be so effective, you need to include it into your word-tracks when booking the appointment. If a customer isn't expecting it, they may not understand what they have received. Instead, once you have secured a time and date inform the customer you will be sending them a, "Appointment Boarding Pass". Often a customer will remark, "What's that?" in which you can explain all the benefits of the pass.
You are welcome to use the template as it stands, but I would much rather you make the Appointment Boarding Pass your own. Have fun with it, and plan on the creativity of the idea.
Remember I am eager to see what everyone comes up with. Please share: