Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

PSM migration clients currently have websites with PSM on the Firestorm platform. They are migrating to a new website on the Spark platform. Once their new website is live, our advertising and automated email marketing (AEM) teams will need to make necessary updates to the existing setup to continue digital marketing services. Full report: PSM Migration Fulfillment Requests 

As of February 8, 2024, fulfillment requests with the following fulfillment types exist:

  • PSM Firestorm Email (AEM)

  • PSM Paid Advertising (SEM)

Fulfillment requests associated with these fulfillment types do not have live websites and are waiting for a live website on the Spark platform. Just like any other digital marketing service that is not ready to be worked, they will need a parent fulfillment request and their status will need to be changed to On Hold.

Below is the list of items the Operations Team will need to complete in order to place PSM Migration fulfillment requests on hold. The advertising checklist includes an extra step because the LeadVenture Salesforce environment does not contain information regarding the client’s advertising services, therefore we are defaulting to “Search Engine Marketing (Google/Bing)” for the product and requesting that the advertising team check the existing service(s) and adjust accordingly.

AEM Checklist

  •  Fulfillment Detail Stage: Pre-Production
  •  Status: On Hold
  •  Product: Automated Email Marketing (AEM)
  •  Parent Request: Website FR-xxxxxxx

Advertising Checklist

  •  Fulfillment Detail Stage: Pre-Production
  •  Status: On Hold
  •  Product: Search Engine Marketing (Google/Bing)
  •  Parent Request: Website FR-xxxxxxx
  •  Chatter: Advertising specialist: please check client's existing PSM service for product.

Firestorm Email To Do List Once Migrated

image-20240925-192104.png

image-20240925-191916.png

image-20240925-191938.png

image-20240925-192351.png

image-20240925-192323.png

‘Please add the script below to each page of the site www.siteurl.com. Dealer is on copy for any needed approval.’

Website Script is found at the bottom of the basic info page of dealer account in SUCP.

image-20240925-194133.png

image-20240925-193931.png

IF Spark site - add tracking script in Dealer Spike CMS(follow instructions in link)

https://tcfsscrq.dealerspike-clients.com/how-to-add-a-tracking-component

image-20240925-194842.png

Get updated site ID from Website Dashboard - Power BI

https://app.powerbi.com/groups/me/reports/95d3d3b9-8d46-4b7d-8906-c633a40b1d6c/ReportSection8811a867a16e281ab8b2?ctid=515fce4f-ec7a-46f5-be34-13c81256a7d0&experience=power-bi

Super User CP
Basic Info - Update Service, New, PO, and Privacy Links

image-20240926-134234.pngImage Added

image-20240926-134320.pngImage Added

Setup-->Firestorm - Update Service, New, Used, and Parts Links 

image-20240926-134550.pngImage Added

 

Dealer CP
FIE Email - Update Customer Header Image Link to "All Inventory" Link

image-20240926-134348.pngImage Added

Update links in any sequence emails, IE: Trade In Value Link in Sales One To One offer email