We’re always enhancing Drive AI to help you connect with the right customers at the right time. Our latest update to Smart Segments gives you a powerful new way to build targeted campaigns based on finance milestones.

What’s New

1. Finance Expiry Filter

You can now filter customers in Smart Segments based on their finance expiry dates. This makes it easier to:

• Reach customers whose finance terms are nearing completion and may be ready for their next purchase.

• Reconnect with customers whose finance terms have recently ended to offer new options or promotions.

The filter uses the customer’s Last Payment Date and allows you to search relative to today’s date. For example, “90 days ahead” or “90 days ago.” 

Read How to Create a Smart Segment in Drive AI here. 

2. Last Payment Date Column

A new Last Payment Date column is now available in the customer list view within Smart Segments. 

This allows you to: 

• Sort and scan customers by the recency of their finance activity.

• Quickly identify high-priority outreach opportunities.

This enhancement makes it easier than ever to engage customers at key points in their finance journey helping you boost response rates, drive more sales, and keep relationships strong.