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Automated Ideal Preseason Tune Up Outreach

Every Monday ahead of mowing and snow season, WebRun opens Ideal DMS, finds customers whose last tune up was over a year ago, drafts a Mailchimp campaign offering a preseason service slot, and posts your marketing channel in Slack so someone reviews and schedules the send.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Ideal DMS find customers due for a tune up
2 Mailchimp draft the outreach campaign
3 Slack flag the draft for review
In short

How do I remind customers it is time for a preseason tune up?

Ahead of each season, WebRun opens Ideal DMS and finds every customer whose mower or snow blower has gone a year without a tune up. It drafts a Mailchimp campaign offering a preseason slot and posts the link in Slack for your marketing team to review, so outreach goes out on schedule and nothing sends without a human check.

  • Overdue tune up customers get a preseason offer before the rush starts
  • Every campaign is drafted, never sent, until a person schedules it
  • Customers who already booked are automatically left off the list

Built for outdoor power equipment dealers · dealership marketing managers · service department managers · lawn and garden retailers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.idealcomputersystems.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Ideal DMS - find customers due for a tune up
    idealcomputersystems.com
    WebRun in Ideal DMS: find customers due for a tune up
    WebRun opens Ideal DMS to find customers due for a tune up.
    • Open Ideal DMS and pull service history for units with no tune up in the last 12 months
    • Group customers by unit type, mowers ahead of spring, snow blowers ahead of winter
    • Capture the customer's email and last service date for each

    Done when Every customer overdue for a tune up is listed with their unit and last service date.

  3. 2
    Mailchimp - draft the outreach campaign
    mailchimp.com
    WebRun in Mailchimp: draft the outreach campaign
    WebRun opens Mailchimp to draft the outreach campaign.
    • Open Mailchimp and start a new campaign for the overdue tune up list
    • Draft the offer with the preseason slot dates and a booking link
    • Save the campaign as a draft and leave it unscheduled

    Done when A draft campaign sits ready in Mailchimp, addressed to every overdue customer.

  4. 3
    Slack - flag the draft for review
    slack.com
    WebRun in Slack: flag the draft for review
    WebRun opens Slack to flag the draft for review.
    • Post the marketing channel a link to the new draft campaign
    • Note how many customers are on the list and which unit types they own
    • Remind the team the campaign will not send until someone schedules it

    Done when The marketing channel has the draft campaign flagged for review and scheduling.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.idealcomputersystems.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Campaign draft link · Slack
OutputWhat each run produces - A draft Mailchimp campaign addressed to every customer overdue for a tune up, left unscheduled.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email customers without me approving it first?

No. WebRun only saves the campaign as a draft in Mailchimp. Nothing sends until you review the offer and schedule it yourself.

How does it decide who is overdue for a tune up?

It reads each unit's last service date in Ideal DMS and includes anyone with no tune up logged in the past 12 months, grouped by unit type.

Will it include customers who already booked?

No. It checks Ideal DMS for any tune up already scheduled or completed before building the list, so a customer who already booked will not get the offer.

Keep going

Related templates

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Ideal DMS›QuickBooks›Mailchimp
Automated Ideal Daily Service Intake Digest
Every night, WebRun pulls every repair order opened in Ideal DMS that day, logs it to a Google Sheet, and posts your service manager a Slack summary of intake volume, unit types, and bay load.
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Automated Ideal Offseason Customer Winback
Every Monday, WebRun finds customers in Ideal DMS with no purchase or service visit in the last 18 months, logs them to a Google Sheet, and drafts a Mailchimp winback campaign left unscheduled for you to review and send.
Ideal DMS›Google Sheets›Mailchimp

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