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:
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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]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-GuidePlease let us know once this has been completed.
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:Add the Price Drop - Inventory Alert component to the dealer account
Add the PSM (AEM) GUID to the DDMC
Add the Price Drop - Inventory Alert component to the site layout for the relevant pages.
Step-by-Step Instructions Here:
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Please let us know once this has been completed.
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.
Lightspeed - UPDATED 3/23/23: NEW API PROCESS MOVED UNDER SET-UP TAB
Talon
Input PSM Dealer/Key ID into the DMS Dealer ID field
Send Instructions to the dealer for installing & Configuring the Talon Connector
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.
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:
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
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.
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Add Dealer’s Custom Email Header
Request email headers in Basecamp Salesforce from Graphics Department: Custom Email Header & Featured Inventory Email headers.
Update Firestorm FROM NAME (this will be the preview customer’s see when the email arrives in their inbox)
Update the Firestorm FROM EMAIL
NOTE: The domain in the FROM email address will be replaced with the VERIFIED DOMAIN if it is different than the Verified domain EXCEPT:
Always used as the REPLY TO email address
Always used when "USE CUSTOM DOMAIN" box is checked
When no verified domain is set up in account
When verified domain still in warm up process
(Ie. From email field contains aem@psmmarketing.com, but verified domain is @powersportsmarketing.com. During the sending process, the From email address will be replaced with aem@powersportsmarketing.com)
Add the URL for each department (if available on the dealer’s website): NEW Inventory, USED Inventory, Parts & Accessories, Upcoming Events, Apparel, Service.
Add Dealer’s Logo Image
Set UTM Parameters:
Source = Brand
Type = AEM
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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.
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*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
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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
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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.
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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
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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
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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
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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
Example:
ENABLE CO-OP FIE: Create new FIE - one for each brand - Email Title: “Co-op Email - [Brand]”,
Ie. Co-op Email - HondaEnable co-op checkbox if dealer wants Co-op for this email, and select BRAND
Verify Co-op Requirements and populate DBA & Disclaimer fields as applicable.
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.
CO-OP REPORT: Create Co-op Report in NinjaCat (up to 2 max) - one for each brand
Log Into NinjaCat and search for dealer’s account (if NEW account, you’ll need to ADD ACCOUNT first)
Add Report in the Report Section
In TEMPLATE section, click drop down, search for AEM and select the applicable AEM Co-op brand.
SCHEDULE - Monthly, on the 8th
FILE: {ACCOUNT_NAME} AEM Co-op Report - [BRAND] ({REPORT_DATE_RANGE})
Example: {ACCOUNT_NAME} AEM Co-op Report - Honda ({REPORT_DATE_RANGE})
EMAIL - Automatic, Multiple Recipients. Add dealer’s email address(es)
MUST INCLUDE the Salesforce Email in all reports: ninjacatreports@leadventure.comEMAIL SUBJECT: {ACCOUNT_NAME} AEM Co-op Report - [BRAND] ({REPORT_DATE_RANGE})
Example: {ACCOUNT_NAME} AEM Co-op Report - Honda ({REPORT_DATE_RANGE})
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.
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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
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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’
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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.
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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
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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
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