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Set-up begins once the order is received or the dealer’s website goes live. We need to send the “Welcome Email” within 24 hours.

Orders are assigned as follows:

...

  • Dealer Spike clients send an additional email to support for UNIT ALERTS
    (NOTE: The “dealer guid” is JUST the numbers inside the script, not the entire script. I.e. 21f2a6c2621146e3b15609e543f7bde5):

    Please Update the config.asp file for [Dealer Name] to enable the AEM Unit Alerts: Price Drop/Inventory updates by adding it to the config variable. [Dealership Homepage URL]

    1. CONFIG_PSM_GUID = "[dealer guid]" Turn on the feature

     
    The process is documented here in case there are questions: https://arinet.atlassian.net/wiki/spaces/PRD/pages/4049272895/Price+Drop+Inventory+Alerts#Feature-Setup-Guide

     Please let us know once this has been completed.

    1. ARI clients send the attached instruction document to updates@arinet.com

       
      Please Update [Dealership Homepage URL] to enable the AEM Unit Alerts: Price Drop/Inventory updates by following these steps:

      1. Add the Price Drop - Inventory Alert component to the dealer account

      2. Add the PSM (AEM) GUID to the DDMC

      3. Add the Price Drop - Inventory Alert component to the site layout for the relevant pages.

Step-by-Step Instructions Here:

View file
nameActivate AEM UNIT ALERTS - ARI.pdf

Please let us know once this has been completed.

  1. Request List of Email Addresses from: Website Provider (Form Submissions) and Dealer (CRM, DMS, anywhere they have collected emails)  

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DMS Integration (OPTIONAL) - If dealer would like DMS integration, below are the steps to configure that by provider.

  1. Lightspeed - UPDATED 3/23/23: NEW API PROCESS MOVED UNDER SET-UP TAB

  2. Talon 

    • Input PSM Dealer/Key ID into the DMS Dealer ID field 

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

  3. 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. 

  4. Lizzy/Nizex 

    • Send Instructions below to the dealer & ask them to send back the API Key that is generated within Lizzy/Nized.

    • Populate that field with the API Key they send

    • INSTRUCTIONS FOR DEALER:

      • 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

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

      • Check all the checkboxes below the IP Address field

  5. 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  

  6. 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. 

...

  • Name: @

  • Type: TXT

  • Value: v=spf1 include:sendgrid.net -all
    *** Note to DNS Manager: if an existing v=spf1 is already found in DNS records, simply add include:sendgrid.net to existing spf. (Example: v=spf1 include:_spf.google.com include:sendgrid.net ip4:192.168.1.1 -all)

(Archived - Do Not Use: v=spf1 ip4:149.72.46.217 ip4:168.245.127.32 ip4:168.245.72.254 ip4:168.245.72.234 ip4:168.245.62.198 ip4:198.37.147.144 ip4:50.31.61.247 ~all)


DMARC Records:

  • Name: _dmarc

  • Type: TXT

  • Value: v=DMARC1; p=none

    *** Note to DNS Manager: if an existing DMARC TXT is already found in DNS records, please replace that with the record above. 2 DMARC TXT records should not exist for this domain.

...

*The packages vary based on platform.

DEALERSPIKE/ARI

Platinum

  • Featured Inventory Email (Weekly or bi-weekly) - Inventory Integration and script

  • Email Retargeting –

    • Inventory - Inventory Integration and script

    • Dealer Value - Why Buy From Us

    • Service - Include a coupon/offer

    • PG&A - Include a coupon/offer

  • Offer Email (1-to-1 Style, i.e. Buy Back from Sales Mgr) - CRM Integration Available - Website Tracking Script - Pre-recorded training video for dealer sales dept

  • Unit Purchase Follow-up Email Sequence - PSM has default sequence built, but we don't receive DMS data on 'unit' transaction, so dealers must trigger it.

    • Sales & Referral

    • Service

    • PG&A

  • Done-For-You Newsletter (Monthly) - We send one newsletter using a Themed Template, includes items from FB and website (events, website banners, etc.)

  • Re-engagement - Better default engagement offering or menu of offerings. Consider implementing a Sunset list

  • Unit Alerts: Price Drop & Inventory Update - NEW!

  • Reporting - Monthly Full Marketing Automation Report

  • Reporting Calls

...

  • Featured Inventory Email (Weekly or bi-weekly) - Inventory Integration and script

  • Email Retargeting –

    • Inventory - Inventory Integration and script

    • Service OR PG&A - Include a coupon/offer

  • Offer Email (1-to-1 Style, i.e. Buy Back from Sales Mgr) - CRM Integration Available - Website Tracking Script - Pre-recorded training video for dealer sales dept

  • Unit Purchase Follow-up Email Sequence - PSM has default sequence built, but we don't receive DMS data on 'unit' transaction, so dealers must trigger it.

    • Sales & Referral

    • Service OR PG&A

  • Re-engagement - Better default engagement offering or menu of offerings. Consider implementing a Sunset list

  • Unit Alerts: Price Drop & Inventory Update - NEW!

  • Reporting - Monthly Full Marketing Automation Report

  • Reporting Calls

...

  • Featured Inventory Email (Weekly or bi-weekly) - Inventory Integration and script

  • Email Retargeting –

    • Inventory - Inventory Integration and script

  • Re-engagement - Better default engagement offering or menu of offerings. Consider implementing a Sunset list

  • Reporting - Monthly Full Marketing Automation Report

INTERACT RV (IRV)


Plus
*Option offered to Platinum & Gold packages. 

...

  • Featured Inventory Email (Weekly or bi-weekly) - Inventory Integration and script

  • Email Retargeting –

    • Inventory - Inventory Integration and script

    • Service AND Parts (1 email) - Include a coupon/offer

  • Offer Email (1-to-1 Style, i.e. Buy Back from Sales Mgr) - CRM Integration Available - Website Tracking Script - Pre-recorded training video for dealer sales dept

  • Unit Purchase Follow-up Email Sequence - PSM has default sequence built, but we don't receive DMS data on 'unit' transaction, so dealers must trigger it.

    • Sales & Referral

  • Dealer Value Email

  • Done-For-You Newsletter (Monthly) - We send one newsletter using a Themed Template, includes items from FB and website (events, website banners, etc.)

  • Re-engagement - Better default engagement offering or menu of offerings. Consider implementing a Sunset list

  • Reporting - Monthly Full Marketing Automation Report

  • Reporting Calls

...

  • Featured Inventory Email (Weekly or bi-weekly) - Inventory Integration and script

  • Email Retargeting –

    • Inventory - Inventory Integration and script

    • Service AND Parts (1 email) - Include a coupon/offer

  • Offer Email (1-to-1 Style, i.e. Buy Back from Sales Mgr) - CRM Integration Available - Website Tracking Script - Pre-recorded training video for dealer sales dept

  • Dealer Value Email

  • Re-engagement - Better default engagement offering or menu of offerings. Consider implementing a Sunset list

  • Reporting - Monthly Full Marketing Automation Report

  • Reporting Calls

...

  • Featured Inventory Email (Weekly or bi-weekly) - Inventory Integration and script

  • Email Retargeting –

    • Inventory - Inventory Integration and script

  • Re-engagement - Better default engagement offering or menu of offerings. Consider implementing a Sunset list

  • Reporting - Monthly Full Marketing Automation Report

DEALER CAR SEARCH (DCS) & FRAZER

Platinum

  • TBD

Gold

  • TBD

Silver

  • TBD

...

Enabling Featured Inventory Email 

Co-Op Configuration:

  • Select ‘Featured Inventory Email Set up’  

...

  • Click the ‘Featured Inventory Criteria’ button  

    • Confirm:

      • You’re receiving inventory feed

      • Number of units to feature is correct 

      • Maximum Year/Make/Model for Duplicates is updated

      • Any additional criteria requested by dealer is configured

        • CO-OP: If dealer wants co-op be sure to set the criteria for that brand specifically and verify that only units for that brand are showing as featured.

      • ‘Sort order’ is Ascending 

    • If any changes were made click ‘Update’  (not SAVE or RESET)

    • Click ‘Return to Setup’ button 

...

  • Identify the headers with the dropdown  

  *You must have a first name column in the spreadsheet, even if you don’t have first names. 

  •  Click ‘Continue’  

  

...

  •  Select the group you would like to add the email to. It will always be ‘Everyone’ for AEM clients  

  • Click ‘Continue’ at the bottom of the screen

  • The summary screen will show that the list is processing and you can hit ‘Complete’. The list may take a few minutes to process.

...

  • Click the green pencil icon to edit the SALES department (for the One to One offer email)

  • Click the dropdown to select the email (or the corresponding department to the appropriate email, IE: service to service, parts to parts).  

  • Verify your keywords are set-up  

  • Verify the expiry dates

    • Department Reset (Days) = 45 days

    • Automated/CRM Email (Days) = 60 days 

...

Going Live

Check Package Level and Enable All Emails Associated with that Package

  • Enable Featured Inventory email once ready to go live

  • Enable Email Retargeting (Inventory) email in Dealer Control Panel

  • Enable re-engagement email

  • Enable Sales One-to-One Offer Email

  • Enable Dealer Value Email

  • ADD ON - Enable Unit Purchase Follow Up Sales/Service/Parts Sequences

  • Enable Service and/or Parts Retargeting Email

...