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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)  

...

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:

  1. EMAIL HEADER: Submit case in Salesforce to Design team for a Co-op Header (up to 2 max) - one for each brand - MUST include brand logo in a white ‘negative space’ box

  2. ENABLE CO-OP FIE: Create new FIE - one for each brand - Email Title: “Co-op Email - [Brand]”,
    Ie. Co-op Email - Honda

    1. Enable co-op checkbox if dealer wants Co-op for this email, and select BRAND

    2. Verify Co-op Requirements and populate DBA & Disclaimer fields as applicable.

  3. FIE CRITERIA: 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.

  4. CO-OP REPORT: Create Co-op Report in NinjaCat (up to 2 max) - one for each brand

    1. Log Into NinjaCat and search for dealer’s account (if NEW account, you’ll need to ADD ACCOUNT first)

    2. Add Report in the Report Section

    3. In TEMPLATE section, click drop down, search for AEM and select the applicable AEM Co-op brand.

    4. SCHEDULE - Monthly, on the 8th

    5. FILE: {ACCOUNT_NAME} AEM Co-op Report - [BRAND] ({REPORT_DATE_RANGE})

      1. Example: {ACCOUNT_NAME} AEM Co-op Report - Honda ({REPORT_DATE_RANGE})

    6. EMAIL - Automatic, Multiple Recipients. Add dealer’s email address(es)
      MUST INCLUDE the Salesforce Email in all reports: ninjacatreports@leadventure.com

    7. EMAIL SUBJECT: {ACCOUNT_NAME} AEM Co-op Report - [BRAND] ({REPORT_DATE_RANGE})

      1. Example: {ACCOUNT_NAME} AEM Co-op Report - Honda ({REPORT_DATE_RANGE})

    8. EXAMPLE REPORT: For any questions, view the reports in the account for “Tia’s Test Site” in NinjaCat to verify that you have the correct information.

image-20240905-143330.pngImage Added

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  • 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

...