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7.1 Automation – Operational & Marketing Campaigns

Modern dispatch platforms demand efficiency and proactive engagement. Yelowsoft supports this through its Automation Engine, allowing companies to automate key operations and marketing activities without manual intervention. This feature ensures better customer retention, driver engagement, and overall system performance.

🔧 Where to Find the Automation Settings?

  • Go to the Admin Panel
  • Click on Settings
  • In the left-side menu, select Automation

This section allows admins to configure rules and triggers that handle different parts of the operational and marketing flow automatically.

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🎯 Types of Operational Automations in Yelowsoft

Automation is divided into three key categories, designed to target inactive users, inactive drivers, and loyal customers:

1️⃣ Customer Re-engagement Campaigns​

Use Case: Reach out to customers who haven't made a trip in the last X days (e.g., 20 or 30 days).

How It Works:

  • Admin defines a time frame (e.g., users inactive for 30 days)
  • A promo code is assigned to this campaign
  • Automation is scheduled to run at a specific time (e.g., 9:00 AM)
  • Selected users receive an email or SMS with the promotional offer

Outcome: Encourages idle customers to return and book new rides.

🧠 Example: “Haven’t seen you in a while! Use code BACKONROAD to get 20% off your next ride.”

2️⃣ Driver Re-activation Campaigns​

Use Case: Bring back inactive drivers who haven’t taken trips in recent days (e.g., last 30 days).

How It Works:

  • Admin defines the inactive period
  • A special incentive campaign is created (different from standard incentives)
  • Targeted drivers receive notifications with new incentive details

Outcome: Helps reactivate drivers and improve fleet availability.

🧠 Example: “Earn ₹500 bonus by completing 3 trips today. We miss you on the road!”

3️⃣ Loyalty Rewards for Active Customers​

Use Case: Reward customers who frequently use the platform (e.g., completed 30+ trips).

How It Works:

  • Define criteria (e.g., users who completed 30 trips)
  • Apply a reward-based promo code or discount
  • Automated delivery via email or SMS to eligible customers

Outcome: Builds loyalty, increases satisfaction, and encourages word-of-mouth referrals.

🧠 Example: “Thank you for 30 rides with us! Here’s 15% off your next 3 rides.”

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🛠️ Configuration Steps

  1. Navigate to Automation Settings
  2. Choose the Automation Type: Customer, Driver, or Loyalty-based
  3. Set Conditions: Days of inactivity or number of completed trips
  4. Assign Promo Code: Choose from existing promo codes
  5. Schedule Time: Select when automation should run (e.g., 9:00 AM daily)
  6. Save & Activate: The campaign will now run automatically based on your schedule

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📈 Business Impact

  • 📊 Increases user engagement without manual follow-ups
  • 🚖 Helps maintain a healthy driver pool on the platform
  • 🎁 Boosts customer satisfaction through rewards and offers
  • 🗣️ Encourages referrals by giving special discounts to loyal users
  • 🕒 Saves operational time through automation

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🧭 Summary With Yelowsoft’s Automation Engine, taxi and dispatch companies can:

  • Reconnect with lost users
  • Encourage idle drivers to return
  • Reward high-performing customers

All without lifting a finger daily. Just set it once, and let the system handle the rest.