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Kayla Ingersoll

Kayla Ingersoll

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Document status

Status
colourGreen
titleComplete

Target release

2023 / Q3

Epic Link

Type /Jira to add Jira epics and issues

Document owner

Tia Robinson & TJ Van Wert

Lean Canvas

Tech Prerequisites

AEM Script must be installed on the site to use

Pricing & Packaging

Add-on feature for sold AEM Gold and AEM Platinum packages whether standalone/a la carte or part of a GBB package or FSB bundle

EXCEPTION: L5 dealers who were “gifted” AEM as part of migration do not have this feature included in their AEM adjusted Gold package. A $49 addition should be added to any existing account service on their behalf and tracked in the L5 Order to Cash tracking for proper future tracking via SKUs.

SKU

N/A (included in AEM Gold and AEM Platinum SKUs, added to existing other SKUs for L5 “gifted” AEM accounts)

Additional Confluence Links

PSM Document - /wiki/spaces/PT/pages/4047765610

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Overview

🎯 Objective

A website user will complete the Price Drop Alert form for a specific unit on the dealer's website. This user will receive automated emails and/or text messages when the price of a unit they are interested in decreases in price.

⚙️ How Does it Work

First, a website user will complete Price Drop Alert form on the dealer's website. When the dealer reduces the price or adds a price to the Sale Price field for that unit within iCC, the PSM system will receive pricing updates from the iCC system and look for any contacts that have submitted a Price Drop Alert form for that unit. If the PSM system has identified that a contact has submitted a Price Drop Alert form and the dealer has added a price or reduced the Sale Price of the unit, the contact will be sent the notification(s) they requested.

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Dealers will be able to see which contacts within their iCC system have submitted a Price Drop Alert form. There is a new contact activity type called “Price Drop Notification” that is available in the iCC Reports screens for Contacts & Activities. It will be listed as an activity type within the contact's detail.

\uD83D\uDCCA Success metrics

Goal

Metric

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Technical Details

\uD83D\uDDD2 Requirements

Requirement

User Story

Importance

Task

Notes

iCC must consume the contact information from the forms and notify the dealer of the form fill like other forms on the Ignite platform.

As a dealer, I need to be able to see the contact activity in iCC when the contact fills out the Price Drop notification form.

 iCC dealers must be able to update a price within the inventory control to fire off a notification to the contact that filled out a form

 As a dealer, when I add or change a sale price of a unit, I want that to send a notification to my lead that filled out a price drop alert form that the price has been changed.

 

 

 

\uD83C\uDFA8 User interaction and design

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(question) Open Questions

Question

Answer

Date Answered

Can dealers customize the emails or text messages that get sent to the lead?

No, the dealer will have their name, phone number, and url to their website on the email message that gets sent. On the text message they will have their dealer name and link to the unit to view the price.

As a dealer, what do I do with the leads that get stored within my iCC platform?

Dealers can choose what they do with the leads that come in. It is an automated system that will notify contacts automatically when the dealer drops the price of a unit. Dealers can also reach out proactively if they wish to work the lead before dropping the price of the unit.

📝 Additional Details

(warning) Out of Scope

  • The price change will not display in the text or email message to the lead. The lead will need to click the link in the message that will take them back to the dealer's website. There are no changes on the dealer's website that would indicate the price has been changed.

    • The goal is to get the lead back to the dealer's website; the PSM team feels that including the price change in the email does not entice users to return to the dealer's website.

↪️ Future Requests

Request Details

Suggestion Form Link

Date Requested

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Setup/Enable

Info

Account Managers or Client Facing Team Members you will need to:

  1. To request Price Drop Notification to be added to a dealer's website, create a task for the FED team by assigning the task to Kayla Ingersoll.

  2. In addition, for the L5 clients only, also add the additional $49 fee to an existing account service.

📖 Instructions (FED Team)

  1. Get hex codes for buttons from site to supply to the AEM Team. “VDP Button/Link Color” is the color of the text on the button and “Website Modal Button Color” is the background color of the button. See image below for an example of the Price Drop feature settings in the PMS platform.

  2. Email aemsupport@leadventure.com asking them to 1. Enable the Price Drop Alert Feature, and 2. give them the hex codes for the button. We should be requesting a confirmation of activation from the AEM team in this email as well. Do not proceed with implementation until they send back a confirmation that this product has been enabled. Simply leave a comment in the task noting when you sent the email to have it activated, and do not proceed until they reply with confirmation.

  3. Please ensure that the AEM Team has added the script properly to the website and the Price Drop Alert feature is enabled on their end. This product will not work unless the AEM script is added to the website and the Price Drop Alert feature is enabled. AEM Team will reply back to requesting email with confirmation when feature is enabled.

    1. You will need to confirm the script below is found on the dealers site, without this the Price Drop button will not display. This script should be placed IN THE FOOTER – if it is not in the footer, please move it there.

      Code Block
      <script src="https://cdn.customerconnections.io/Script/{PSM provided key}" 
type="text/javascript" defer></script>

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We can style the button to best match the other buttons on the SRP and VDP using the class .psm-PD-ButtonType . We are able to adjust the padding, corners, font, etc. in order to best make the button match and look as similar as possible to our other buttons.

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Terminate/Disable

Info

📕 Instructions

  1. AEM Support Team will need to disable the Price Drop Alert feature within the AEM system

  2. Send a Support Request Form in the Ignite platform to have the Price Drop Alert button and form removed from the website.

  3. The FED team will need to change the template itself or update the template to remove the Price Drop button.

Product Support

  1. If dealers are having issues or something appears to be not working correctly the aemsupport@leadventure.com should be the first team that needs to look into the issue as most of the features regarding this product are driven by the PSM platform.

    1. These elements of the product are controlled by the PSM Platform

      1. CTA Button (we add their code to our sites to display)

      2. Forms

      3. Consume lead information to send the notification to the lead

      4. Sending notification to leads

      5. Allowing users to control their settings through the PSM platform

      6. Dealer updating certain information via the PSM platform (Dealer Name, Phone Number, Website) so it displays correctly in text messages and emails.

    2. Controlled by Ignite platform

      1. Ignite platform is consuming data only for this, we are not controlling or sending out to contacts/leads, that is all on the PSM side.

      2. Consuming the contact information of what was filled out in the form as only a way to keep all leads in the dealers main platform.

      3. Sending a lead notification via email to dealers when the lead has been added to iCC

      4. Sending the lead activity data to 3rd party CRM as a data transfer only

      5. Reporting on the Price Drop Notification activity type.

Pricing & Packaging

  • A dealer must be subscribed to a AEM Gold or Platinum Packages to have the ability to enable this product. At this time it is not available to dealers that are not subscribed to AEM.