Page Comparison

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1. EMAIL HEADER: Submit a case in Salesforce to the “DS/ARI Design” Queue requesting eligible co-op headers that feature each brand - Up to 2 max at a time

   1. PLATFORM INSTANCE: Select the dealer’s website

   2. QUEUE: DS/ARI Design

   3. ORIGIN: Internal

      1. Ensure to tick the “Internal” checkbox

   4. PRIORITY: Medium

   5. TYPE: Setup

   6. SUBJECT: AEM - Co-op Header for [OEM-Brands]

   7. DESCRIPTION: MUST include the brand logo in a white ‘negative space.'

      1. Additionally, let the design team know what the primary industry is for the dealer. (Off-Road Powersports, PWC, Marine, Heavy Equipment, etc.)

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2. CREATE & ENABLE CO-OP FEATURED INVENTORY EMAILS: Create up to 2 different Featured Inventory Email configurations using the following information:

   1. Email Title: Co-op Email - [OEM-Brand]

      1. Replace the [OEM-Brand] with the dealer-specific brands (

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2. 1. 1. e.g. Co-op Email - Honda).

   2. Enable the co-op checkbox and select the corresponding brand from the drop-down list

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

      1. You can also find the information here.

   4. Select an appropriate cadence:

      1. If the dealer is co-oping with one OEM, use the default Frequency of Weekly

      2. If the dealer is co-oping with two OEMs, ensure

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2. 1. 1. there is no

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2. 1. 1. email Frequency overlap (eg.

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2. 1. 1. Set both featured inventory email configurations to bi-weekly

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2. 1. 1. and have one go out one week

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2. 1. 1. before the other. This will prevent the bombardment of emails for the customers.

   2. Subject: Be creative. Feel free to include mentions of the OEM brand in the subject line (please use appropriate trademarking where applicable).

   3. Custom Header Image Link: Ensure

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2. 1. this link directs to the OEM-specific inventory page. If none exists

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2. 1. , direct them to

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2. 1. the most relevant page of the brand.

3. FIE CRITERIA: Add criteria filters to ensure the featured inventory email ONLY includes inventory from the corresponding OEM brand. Verify that the filter is working.

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Configuring Co-Op Reporting

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1. You’ll need to create a report for each brand - up to 2 max

2. Log Into NinjaCat and search for dealer’s account

   1. If the dealer doesn’t exist within NinjaCat, you must create an account for them.

3. Once the account has been found/created, you can begin to create the automated monthly reports.

   1. Add Report in the “Reports” section of the account by clicking on the + icon on the right hand site

   2. TEMPLATE: AEM Co-op Report - [Co-Op Brand]

   3. SCHEDULE:

      1. Schedule Type: Monthly

      2. Day of Month: 8th

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

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

   5. EMAIL:

      1. Email Mode: Automatic

      2. Email Recipients Mode: Multiple Recipients

      3. Email Recipients: Add the email address for the dealer that is set-up to recieve standard monthly reporting in Super User Control Panel (AdminCP)

         1. MUST INCLUDE the Salesforce Email in all reports: ninjacatreports@leadventure.com

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

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

   7. 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.

   8. Hit “Save Changes”

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Getting Pre-Approval

Submit a Case for Pre-Approval

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