Versions Compared

Old Version 94

changes.mady.by.user Tia Robinson

Saved on

compared with

New Version Current

changes.mady.by.user Tia Robinson

Saved on

Key

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

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:

...

  •  Send a Welcome Email to the dealer
  •  Request Custom & Featured Inventory Email Headers for Dealer
  •   Verify if Dealer Exists in Admin CP or Add New Business Listing Unassigned
  •  Set Status to Active in Admin CP (control panel)
  •  Mark Dealer as CLAIMED in Admin CP
  •  Set Website to Active
  •  Select AEM Package level in Admin CP
  •  Add LV CRM GUID number to Admin CP
  •  Enable VDP email remarketing under basic info in Admin CP 
  •  Ensure website tracking script is enabled under Basic Info in Admin CP   
  •  Send website tracking script/code to website provider   
  •  Add/Verify address & phone number in Admin CP  
  •  Add Dealership Home Page website URL in Admin CP 
  •  Add phone number to Review Invitation (for email signatures) in Admin CP
  •  Upload client's logo into the control panel under Firestorm Email Setup
  •  Add Department Links Under Business Information for FS Email sections  
  •  Set up contacts to get Monthly Report in Dealer Contacts Section  NinjaCat  
  •  Enable 3rd party Website & Import for inventory feed
  •  Add Service, New, P-O links under 'Basic Info' in Admin CP **This is separate from the links found under FSE Setup
  •  Add Internal ID number (from Dynamics order form for DS/ARI Only) in Admin CP. Click 'Save'
  •  Create Dummy Website in Admin CP for 3rd party inventory feed  
  •  Confirm the correct buttons are showing for dealer dashboard 
  •  Add Department Links FSE Setup for FS Email section headers
  •  Upload Client’s Logo under FSE Setup tab
  •  Set up UTM parameters under Firestorm Set up in Admin Control Panel for all clients
  •  Add OEMs that dealer carries under Manufacturers in Admin Control Panel. These are located on the dealer's website. 
  •  Input Dealer’s DMS number under external Info
  •  Add Facebook URL to External Info in Admin CP 
  •  Add additional social media & YouTube URLs under External Info in Admin CP (if present on website)
  •  Enable Unit Alerts: Price Drop & Inventory Update under SET UP Tab in Admin CP
  •  Request Email Addresses from: Website Provider (Form Submissions), Dealer (CRM, DMS, anywhere they have collected emails) 
  •  Request 18-month Sold Unit List (dependent upon Package Level)
  •  When loading FIE header also add 'all inventory' link to custom header image link section
  •  If requested to feed leads to dealer CRM - please add to Dealer Contacts in admin CP.  This may be on the Order Form or come directly from dealer.

...

  1. Select the applicable website platform from Third Party Website drop down

  2. Add Website Feed URL/Endpoint

    1. DS - No endpoint needed - pulls from dealership homepage URL

    2. ARI - No endpoint needed - pulls from dealership homepage URL

    3. Trailer Central - No endpoint needed - pulls from Brand settings in SUCP. Dealer ID is a required field to save this setting.

    4. Room58 - No endpoint needed - pulls from dealership homepage URL

    5. Dealer Inspire - A file name is needed, not a URL

    6. DX1 - Requires a paid package for DX1 to enable feed

    7. IRV (Ignite Platform) - Endpoint URL generated in IRV’s iCC dashboard

      1. Selecting IRV will expand additional settings:

        1. Enable AEM Export - YES

        2. Ignite Platform Account ID - Can be found in the Endpoint URL

        3. Enable Events - YES

        4. Enable Web Tracking - YES

    8. Powersports Technologies - No endpoint needed - pulls from dealership homepage URL

    9. L5 (Ignite Platform)- Endpoint URL generated in IRV’s iCC dashboard

    10. Dealer Car Search - Requires Endpoint URL

    11. V12 Software (Frazer Brand) - Enter the filename that v12 sends into the field, not a URL

    12. AutoCorner (Frazer Brand) - The AutoCorner Dealer ID (provided by dealer or AutoCorner) will need to be added in the Endpoint field, not a URL

      1. To Enable this feed for a new dealer, email: feeds@autocorner.com

        EMAIL TEMPLATE: Please add the inventory feed for [Dealer Name], Dealer ID [AutoCorner Dealer ID],  to the daily file being sent to our ftp site (ftp.localwebdominator.com). 

        Once this dealer has been added to the file, please reply to this email so that we can confirm receipt on our end.

    13. VinSolutions - Enter the Vin Solutions Endpoint URL into the field.

      The content above is for setting up Arinet functions with other systems, such as Room58, Dealer Inspire, DX1, IRV (Ignite Platform), Powersports Technologies, L5 (Ignite Platform), Dealer Car Search, V12 Software

  3. AEM Branding Override - Applies to Level5 Only at this time. Select Level5 for all L5 dealers.

    1. Coming Soon - Will apply to Frazer Brand in the future.

  4. Set Import 3rd Party Inventory to YesSet Import 3rd Party Inventory to Yes

...

  1. Confirm Dealership Name is Accurate

  2. Add/Verify Dealership Home Page website URL

    1. Ensure that the URL used is the secure version of the website (https:// NOT http://)

  3. Add the following URLs from the dealership’s website

    1. Service URL - this is the service department landing page

    2. New URL - this is the inventory page that features only new units

    3. PO (Pre-Owned) URL - this is the inventory page that features only pre-owned/used units

    4. Privacy Policy URL - this can be found at the bottom of every website

  4. Add Dealer's Contact Email

    1. This will be the From Email address that the dealer provides

    2. This field cannot stay blank - it will return an error when trying to set-up the dummy website

  5. Select Dealer’s Industry (more than one if applicable) from the drop-down menu

    1. If the dealer’s industry is not in this drop-down, select “Other”

  6. AEM Rep - Select for ARI/DS/IRV accounts only

  7. Add/Verify Address

    1. If the dealer has multiple locations, a single location will need to be selected as we don’t support adding multiple addresses in the footer at the moment.

  8. Add/Verify Time Zone and Phone Number(s)

    1. Again, we can only support a single time zone and one main phone number per account.

  9. Add phone number to Review Invitation Phone (for email signatures)

...

  1. Set up contacts to get Automated Monthly Reports in the Dealer Contacts section  NINJACAT  

    1. Add the dealer’s email address to the list, turn on the Mth Reports option, and hit save.

    2. If requested to send leads to the dealer’s CRM (This may be on the Order Form or come directly from the dealer) - add an email address for CRM and select the following checkboxes:

      1. CRM/ADF

      2. Website Tracking Daily Summary

...

Send Website Tracking Script to the website provider. 

Depending on the brand, the process will be different

...

DS - Submit Salesforce Case

...

ARI - Submit Salesforce Case

    1. Log Into NinjaCat and search for dealer’s account (if the dealer doesn’t exist in Ninjacat, you’ll need to ADD ACCOUNT first).

    2. 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:

      5. In TEMPLATE section, click drop down, search for AEM and select the applicable AEM Co-op brand.

      6. SCHEDULE - Monthly, on the 8th

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

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

      8. EMAIL - Automatic, Multiple Recipients. Add dealer’s email address(es)
        MUST INCLUDE the Salesforce Email in all reports: ninjacatreports@leadventure.com

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

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

      10. 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.

    3. If requested to send leads to the dealer’s CRM (This may be on the Order Form or come directly from the dealer) - add an email address for CRM and select the following checkboxes:

      1. CRM/ADF

      2. Website Tracking Daily Summary

...

  1. Send Website Tracking Script to the website provider. 

    1. Depending on the brand, the process will be different

      1. DS - Submit Salesforce Case

      2. ARI - Submit Salesforce Case

      3. IRV - Send tracking script as an attached file to support@interactrv.com.

    2. This can be found at the bottom of the Basic Info Page

...

  • 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]

    1. 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-Guide

     Please let us know once this has been completed.

    1. 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:

      1. Add the Price Drop - Inventory Alert component to the dealer account

      2. Add the PSM (AEM) GUID to the DDMC

      3. Add the Price Drop - Inventory Alert component to the site layout for the relevant pages.

Step-by-Step Instructions Here:

View file
nameActivate AEM UNIT ALERTS - ARI.pdf

Please let us know once this has been completed.

  1. Request List of Email Addresses from: Website Provider (Form Submissions) and Dealer (CRM, DMS, anywhere they have collected emails)  

...

DMS Integration (OPTIONAL) - If dealer would like DMS integration, below are the steps to configure that by provider.

  1. Lightspeed - UPDATED 3/23/23: NEW API PROCESS MOVED UNDER SET-UP TAB

  2. Talon 

    • Input PSM Dealer/Key ID into the DMS Dealer ID field 

    • Send Instructions to the dealer for installing & Configuring the Talon Connector 

  3. 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. 

  4. 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:

      • https://www.youtube.com/watch?v=zJbWNx4_rI4

      • 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

  5. 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  

  6. 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. 

...

  1. Add Dealer’s Custom Email Header

    1. Request email headers in Basecamp Salesforce from Graphics Department: Custom Email Header & Featured Inventory Email headers.

  2. Update Firestorm FROM NAME (this will be the preview customer’s see when the email arrives in their inbox)

  3. Update the Firestorm FROM EMAIL

    1. 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)

  4. Add the URL for each department (if available on the dealer’s website): NEW Inventory, USED Inventory, Parts & Accessories, Upcoming Events, Apparel, Service.

  5. Add Dealer’s Logo Image

  6. Set UTM Parameters:

    1. Source = Brand

    2. Type = AEM

...

  • 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.

...

*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

...

  • 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

...

  • 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. 

...

  • 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

...

  • 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

...

  • 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

...

...

Enabling Featured Inventory Email 

Co-Op Configuration:

...

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

...

ENABLE CO-OP FIE: Create new FIE - one for each brand - Email Title: “Co-op Email - [Brand]”,
Ie. Co-op Email - Honda

  1. Enable co-op checkbox if dealer wants Co-op for this email, and select BRAND

  2. 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.

Featured Inventory Email 

Co-Op Configuration:

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

    1. Queue must be “DS/ARI Design”

    2. Case name must follow: “AEM - Co-op Header for [OEM-Brands]”

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

    3. Please leave the following notes: MUST include brand logo in a white ‘negative space.’

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

      polaris-header.jpgImage Added

  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 (eg. Co-op Email - Honda).

    2. Enable 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.

    4. Select an appropriate cadence:

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

      2. If dealer is co-oping with two OEMs, ensure that there is no overlap of email Frequency (eg. set both featured inventory email configurations to bi-weekly, and have one go out one week prior to the other. This will prevent the bombardment of emails for the customers.

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

    6. Custom Header Image Link: Ensure that this link directs to the OEM-specific inventory page. If none exists - direct them to the homepage

image-20240923-181040.pngImage Added

  1. 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.

...

  1. CO-OP REPORT: Create Co-op Report in NinjaCat (up to 2 max) - one for each brand

    1. Log Into NinjaCat and search for dealer’s account (if NEW account, you’ll need

...

    1. to ADD ACCOUNT first)

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

      1. Add Report in

...

In TEMPLATE section, click drop down, search for AEM and select the applicable AEM Co-op brand.

...

      1. 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. :

        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

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

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

      3. 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.

      4. Hit “Save Changes”

image-20240905-143330.png

image-20240905-143305.png

  • Select ‘Featured Inventory Email Set up’  

...

  • 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 

...

  • 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’  

  

...

  •  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.

...

  • 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 

...

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

...