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This guide will walk you through all the steps for setting up all the components of our reputation management product from the time of sale to the completion of setup and support. If you need further clarification on any of the steps, please reach out to Grant Gooch.

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***FOR WEBSITE REVIEW TOOL ONLY CUSTOMERS***

  • Skip all intake and outreach stepsMove the client card to the setup column for Yonatan to set up the feed.

New Sale Process

At the time a new sale comes through on the respective brand’s sales chat, an entry will be made on the monthly planner. From there, a card will be created on the ARI SEO First Month Tasks board for ARI and DigMS First Month Tasks Board for Dealer Spike. The Juniper team will complete the first month’s tasks for the respective products. If reputation management is included in the sale, a card will be created on the SEO: Reputation Management Setup & Support board in the “To Setup” listSalesforce and Reputation Management products are added to the account, a setup Fulfillment Request will be generated for each RM product, which should appear in the RM Setup queue that has been made for Juniper in Salesforce.

Outreach - Josh

Once the new client card is created on the reputation management board, we are ready to kick off the outreach portion of the setup. It will start with moving the newly created client card to the “Outreach” list, where it will be queued up for Josh to start contact with the dealer. He will complete the outreach and intake steps for gathering all initial information, as well as gaining access to both Google and Facebook/Meta; “Owner” level access for Google and “Admin“ level access for Facebook.

Google Accounts Used For Access Requests:

  • All Leadventure-repman@leadventure.com

    • You will need to select the correct business group either ARI or DS and provide the business group ID. It's a string of 5-6 numbers that the dealer will need to add as a user.

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The Reputation Management Control Panel

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There are five tabs in this section. Following is a description of the fields that must be updated under each tab.

  1. Account Settings

    1. LeadVenture Suite #: Enter the client’s Suite # from the CRM.

    2. Open the Dynamics account for the dealer

    3. Click on the three dots on the right and select Internal IDs

      4. Find the right internal ID. You’re looking for the internal ID for the right platform and that is active. There could even be two active internal ids for the same platform. In that case open them and find which one has the correct website URL

      Salesforce.

      1. Open the Setup Fulfillment Request for the dealer’s RM product

      2. Scroll down on the Details tab to the field titled “Netsuite Customer ID” within the Customer Details.

      3. Grab the value from the internal Netsuite Customer ID field.

    4. Time Zone: Select the client’s correct time zone.

    5. Reputation Management: Select the ON position.

    6. Review Widget on Site: Select the ON position to enable the Website Review Feed.

      1. Install the widget onsite - See the full guide here: https://arinet.atlassian.net/l/cp/KKzt2gSc

      2. Review Widget Div Tag: To add the Website Review Feed to a dealer’s site, create a new page and add this Div Tag to the page.

    7. Tracking Script: Add this script to the header of every page of the dealer’s website

      1. Send an email to the following email address:

        1. For ARI, use: updates@arinet.com

        2. For Dealer Spike, use: support@dealerspike.com

      2. The email body should contain the following:

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We are going to set up the review response part of the reputation management product using the following steps:

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Facebook: Send the follow-up email to the client to let them know that the service setup is all but complete and that they will need to log in and authorize the tool to access their Facebook business page. Use the following template:

Note: This step must be completed after the Facebook Page ID is added to the Review Settings tab.

Info

[Dealer Name],

The setup for your reputation management tool is all done from our end.

Use this link:

Your Log-in:

  • Username: [Enter the Dealer’s Email]

  • Password: [Enter the PW you created]

Once you log in, there is one last step that you will need to complete to have the service work for your Facebook reviews.

Note: It is best to do this on a desktop and not a mobile device.

  1. On the left-hand side of the page, you will see a tab labeled “Authorizations” -- click it.

  2. Once there, click the blue “Login with Facebook.” link to start the linking process.

  3. Follow along with the prompts given to you on Facebook.

  4. Once completed, you should be navigated back to the reputation management tool and see your name instead of the link that was there before.

  5. You’re done!

Thank you and enjoy your service!

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