Page Comparison

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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At the time a new sale comes through Salesforce 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 section of the DS DigMS Setups & Takedowns dashboard that has been made for Juniper in Salesforce.

Outreach - Josh (ONLY necessary for Managed Review Response and/or Automated Review Invitation setups)

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

• Dealer Spike – https://ds.customerconnections.io

• ARI – https://ari.customerconnections.io

• Net Driven - https://nd.customerconnections.io

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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 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 Netsuite Customer ID field.

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

   3. Reputation Management: Select the ON position.

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

      1. Install the widget onsite and add the Website Review feed to the page - See the full guide here: https://arinet.atlassian.net/l/cp/KKzt2gSc

   5. 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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1. Dealer Information

   1. Dealership Name: The ‘preferred’ dealership name.

   2. Dealership Home Page URL: The dealership’s website URL.

   3. Phone: The primary phone number.

   4. Industry: The industries this dealer represents. Ctrl-click to select multiple industries.

   5. Address: The dealer’s street address.

   6. City: The dealer’s city.

   7. State: The dealer’s state.

   8. ZIP Code: The dealer’s ZIP code.

2. Review Settings (ONLY necessary for Managed Review Response and/or Automated Review Invitation setups)

   1. Review Invitation “From:” Email: The email address that Review Invitations will be sent from. This is also the reply-to address. Must be a dealership business email address.

      1. DO NOT enter a Gmail, Yahoo, Comcast, Hotmail, etc. email as they will be rejected by ISPs.

   2. Review Invitation Name: The first and last name of the person at the dealership the review invitation is from. Note: Dealership Name can be used here instead of a person’s name if the dealer prefers.

   3. Review Invitation Phone: The phone number of the person at the dealership the review invitation is from. This is typically the dealership phone number, but sometimes a direct line.

   4. Review Invitation Daily Limit: The max number of Review Invitations the system will send each day. 100 is the default. Do not exceed 200.

   5. Review Invitation Limit Between Requests: The number of days that must pass before another review request is sent to a customer. 30 is the default.

   6. Review Invitation Default Email Message: The default review invitation email message.

   7. Review Invitation Default Text Message: The default review invitation text message. Keep this short for a better response.

   8. Facebook Enabled: Imports reviews from Facebook into the system.

   9. Facebook Page ID: The dealer’s Facebook page ID can be found by a Page Admin by going to their page and clicking About. You may also use: https://lookup-id.com

   10. Google Location ID: Once the account has been added to the repman@leadventure.com email address, use the yellow “Lookup Account” button to search for the listing. Start typing the business name until you see the listing with the correct address and click “Use this location”

   11. Google Review Count: Logs the number of reviews & the star rating at the time our Reputation Management service begins. You may add these numbers manually, or they will populate directly from Google after the client has authorized our connection with their Google Business account (Authorizations link in the main navigation).

3. Review Routing

   1. Enable Facebook Review: This enables Review Invitations to include a link to leave a review on Facebook. Note: It’s possible for a dealer to deactivate Facebook Reviews. If this is the case, do not enable Review Routing to Facebook.

   2. Facebook Review URL: Go to the client’s Facebook page and click on Reviews. Copy and paste the URL into this field.

   3. Enable Google Review: This enables Review Invitations to include a link to leave a review on Google.

   4. Google Review URL: This link can be found in the dealer’s Google Business Profile Manager (https://business.google.com). The dealer should include the link in the Authorizations section from the main navigation. See the Authorizations section below for more details.

      1. You can also get the Google Review URL this way:

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https://search.google.com/local/writereview?placeid=<place_id>

DMS Integration (ONLY necessary for Managed Review Response and/or Automated Review Invitation setups)

1. Select the client’s DMS from the drop-down menu.

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• Lightspeed

  • Input Dealer’s Lightspeed # into the DMS Dealer ID field & check the ENABLE box for Customer Data. 

  • Send email to jon.renak@lightspeeddms.com with a request to enable integration for this dealer. Include their Lightspeed Dealer Number. 

  • Lightspeed will respond to notify us that the dealer can now approve the integration. 

  • Contact the dealer and have them:

    • Log into Lightspeed

    • Click on “System,” 

    • Click “Subscriptions,”

    • Enable the “LV/PSM Customer Data” integration

• DX1 

  • Dealer or DX1 support will create a customer report to send to DX1Customers@reviewinvitations.com. The report must include the dealership name in a column of the report.  The name will need to be entered using the exact same characters into the DX1 Dealer ID field. 

• Talon 

  • Input Key ID into the DMS Dealer ID field 

  • Send Instructions to the dealer for installing & Configuring the Talon Connector 

• Lizzy/Nizex 

  • Send Instructions to the dealer for configuring integration within their program & generating an API key to send back to the Support Team:

    • https://www.youtube.com/watch?v=zJbWNx4_rI4

    • Login to Lizzy

    • Click on ‘Allow Access’

    • Click the Generate API Key button and input this key into the Nizex/Lizzy ID field in the LV Reputation Management Authorizations interface

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    • Enter in this IP address into Lizzy - 52.188.205.23:3389Enter in this IP address into Lizzy - 52.188.205.23:3389Enter in this IP address into Lizzy - 52.188.205.23:3389Enter in this IP address into Lizzy - 52.188.205.23:3389

    • Check all the checkboxes below the IP Address field

• Motility 

  • Request the following data from the dealer and input it into the Motility fields 

    • Motility Integration Id  

    • Motility Account Id  

    • Motility Username 

    • Motility Password  

• DealerVu 

  • Check the ENABLE box for Dealer Vue Customer Integration.  

  • Send an email to support@dealervu.com. Include PSM Dealer ID and ask them to send daily Customer file to ftp site. 

Add Dealer Users (ONLY necessary for Managed Review Response and/or Automated Review Invitation setups)

Click “Users” in the left-hand navigation to view a list of users for the client account.

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Merchant-Centric Setup - Juniper: (ONLY necessary for Managed Review Response and/or Automated Review Invitation setups)

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

• For Dealer Spike, go to the following spreadsheet: DealerSpike Master Location List

• For ARI, go to the following spreadsheet: ARI Master Location List

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You’re done!

Authorizations (ONLY necessary for Managed Review Response and/or Automated Review Invitation setups)

This section is accessible by Dealer Admins from the main navigation on the left side of the page. Once you’ve determined the appropriate contact that has admin rights for the dealership’s Facebook page and Google Business Profile, have them log in and navigate to the Authorizations page.

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.

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