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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
PLATFORM INSTANCE: Select the dealer’s website
QUEUE: DS/ARI Design
ORIGIN: Internal
Ensure to tick the “Internal” checkbox
PRIORITY: Medium
TYPE: Setup
SUBJECT: AEM - Co-op Header for [OEM-Brands]
DESCRIPTION: MUST include the brand logo in a white ‘negative space.'
Additionally, let the design team know what the primary industry is for the dealer. (Off-Road Powersports, PWC, Marine, Heavy Equipment, etc.)
CREATE & ENABLE CO-OP FEATURED INVENTORY EMAILS: Create up to 2 different Featured Inventory Email configurations using the following information:
Email Title: Co-op Email - [OEM-Brand]
Replace the [OEM-Brand] with the dealer-specific brands (
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e.g. Co-op Email - Honda).
Enable the co-op checkbox and select the corresponding brand from the drop-down list
Verify Co-op Requirements and populate DBA & Disclaimer fields as applicable.
You can also find the information here.
Select an appropriate cadence:
If the dealer is co-oping with one OEM, use the default Frequency of Weekly
If the dealer is co-oping with two OEMs, ensure
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there is no
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email Frequency overlap (eg.
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Set both featured inventory email configurations to bi-weekly
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and have one go out one week
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before the other. This will prevent the bombardment of emails for the customers.
Subject: Be creative. Feel free to include mentions of the OEM brand in the subject line (please use appropriate trademarking where applicable).
Custom Header Image Link: Ensure
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this link directs to the OEM-specific inventory page. If none exists
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, direct them to the
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most relevant page of the brand.
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.
Configuring Co-Op Reporting
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You’ll need to create a report for each brand - up to 2 max
Log Into NinjaCat and search for dealer’s account
If the dealer doesn’t exist within NinjaCat, you must create an account for them.
Once the account has been found/created, you can begin to create the automated monthly reports.
Add Report in the “Reports” section of the account by clicking on the + icon on the right hand site
TEMPLATE: AEM Co-op Report - [Co-Op Brand]
SCHEDULE:
Schedule Type: Monthly
Day of Month: 8th
FILE: {ACCOUNT_NAME} AEM Co-op Report - [BRAND] ({REPORT_DATE_RANGE})
Example: {ACCOUNT_NAME} AEM Co-op Report - Honda ({REPORT_DATE_RANGE})
EMAIL:
Email Mode: Automatic
Email Recipients Mode: Multiple Recipients
Email Recipients: Add the email address for the dealer that is set-up to recieve standard monthly reporting in Super User Control Panel (AdminCP)
MUST INCLUDE the Salesforce Email in all reports: ninjacatreports@leadventure.com
EMAIL 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.
Hit “Save Changes”
Getting Pre-Approval
Submit a Case for Pre-Approval
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Locate the dealer’s account in Salesforce.
Click on “New Support Case.” (Note that you need to create a case for each OEM - a maximum of 2)
PLATFORM INSTANCE: Select the dealer’s website
QUEUE: DS /ARI OEM Promotions Co-op Team
ORIGIN: Internal
Ensure to tick the “Internal” checkbox
PRIORITY: Medium
TYPE: Setup
SUBJECT: AEM Co-Op Pre-Approval - [DealersURL] - [OEM-Brands]
DESCRIPTION: Please see the preview link for this dealer’s featured inventory email: [PreviewLink]
Include a preview link to the copy of the created Featured Inventory Email