MARKETING - Owner - Monthly update email
Monthly Vendor Email Update Instructions
Monthly vendor updates help maintain regular communication with boat owners. Through the Boatshed Dashboard, you can send an email summarising basic customer activity statistics for the previous month.
Owners can also log in to their Owner Portal at any time to view their statistics. However, sending a monthly email provides an additional, personal point of contact.
You can send an update to an individual vendor or to multiple vendors at the same time.
When to Send Vendor Updates
Send vendor updates once the previous month’s activity statistics are complete.
Before sending, check that the selected date range covers the full reporting period.
Create or Edit Your Email Template
Open your Dashboard and navigate to:
Information → Email Templates
From there Naviagate to Owners Monthly Update on the list of templates,
Once found, Choose one of the following options:
Duplicate:
Use this to create a new email template based on existing template.
Edit:
Use this if you have already created your monthly vendor update template.
Add or update the email text as required.
Tip: Include a brief local market or brokerage update so the email feels relevant and personal rather than fully automated.
Click Save when the template is complete.
Sending an Update to an Individual Vendor
Open your Dashboard and navigate to:
Manage → Boats
Search for and open the relevant boat.
Click:
Email an Update to the Owner
Check the reporting date range and amend it if required.
Review the email text. You can personalise or edit the message for the specific boat before sending.
Complete a final check, then send the email.
Sending Updates to Multiple Vendors
Open your Dashboard and navigate to:
Manage → Boats
Click:
Send Owner Updates
Check that the reporting date range covers the correct month.
Tick each owner you want to receive an update.
Review the selected recipients.
Click the Send E-mails button at the bottom of the page.
Creating your template
There is a default template in place
Adding Local News and Updates
Add local news in short sections so it does not distract from the main purpose of the email.
Useful updates may include:
- Changes in local buyer activity
- Recent sales activity
- Upcoming events or auctions
- Suggestions that may increase interest in the boat
- Relevant Boatshed services
Final Checks Before Sending
Before sending the update:
- Confirm the reporting dates are correct
- Check that the correct owners are selected (When sending to multiple owners)
- Review the statistics and email wording
- Remove any information/stats you cannot clearly explain
- Check that links are working
- Add a brief local update where appropriate
Keep the message simple, accurate and easy for the vendor to understand.
For more information on the Owner Monthly Update email please click HERE.