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The initial email is sent to the client for cards that appear on the Outreach Trello boardin the Reputation / Directory Queue column. For the entirety of fulfillment instructions, please refer to the Fulfillment Instructions.

Note: CC the account manager and track each email to its account on Dynamics365.

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titleDealerVu

  • Check the ENABLE box for Dealer Vue Customer Integration.

  • Send email to support@dealervu.com. Include PSM Dealer ID and ask them to send daily Customer file to FTP site and mirror set up for Gasoline Alley HD.

Outreach Template for DealerVu

To: support@dealervu.com
Subject: Request for daily customer file for {PSM Dealer ID}

Body:
Hello,

We would like to request a daily customer file for {PSM Dealer ID} to be sent to [more info needed]. Thank you.

{Signature}

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titleDX1

Dealer or DX1 support will create a customer report to send to DX1@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.

Outreach Template for DX1

To: {dealership contact}
Subject: Instructions for DMS integration

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