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:

Dealer Spike and IRV orders are generated within Salesforce and added to the team queue.
DealerCarSearch maintains their own account orders and set-up for now.

TABLE OF CONTENTS:

ACCOUNT ACTIVATION CHECKLIST - ALL CLIENTS

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
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.

Initial Set-Up

Send a Welcome Email to the Dealer

This email needs to go out no later than 24 hours after the order has been received. Please update the email to match the dealer's package level and customize it to the dealership’s needs.

If you’re having any trouble finding the dealer’s email address, reach out to their account manager.

Hi [DealerName]!

My name is [YourName], and I'll be setting up your Automated Email Marketing service. Please feel free to reach out with any questions or concerns during your set-up! To get you started, we'll need a couple of things from you and your team.

These are:

Your Complete Email List - this list includes emails from your DMS provider, or any other platform you may use to capture your email addresses (This file needs to include First Name, Last Name, and Email Addresses. Don't worry if you have incomplete entries, as these will be filtered automatically by our system.)
From Name - This is the name customers will see when they receive an automated email from you. We generally recommend using the business name.
From Email Address - This is the email address the emails will be going out from. We suggest using an email address that is monitored. Additionally, this email address should be a business email that resides on your domain. If you don't have an email address that meets these criteria, we'll be using one of our secure sending domains.
DMS Information - This includes the name of your DMS provider and your dealership's DMS number. This is needed so we can receive a customer email list from your DMS system and will automatically update whenever you make any changes. (Please note that this can only be done if your DMS provider is Lightspeed, Lizzy/Nizex, Talon, Motility, or Everlogic).

We will also be adding a website tracking script to your website to enable service functionality. We will also be requesting the addition of DNS records to improve deliverability if you choose to use your own sending domain.

Thank you very much for your time and attention to this. Have a great rest of your day!

Ensure that all communications with the dealer are tracked to Salesforce.

Request Custom & Featured Inventory Email Headers for Dealer

For DS/ARI, create a new Basecamp project requesting custom header images for the dealer. Please add any details that might be important to the graphics team (eg. Include the information for all locations in the header image).

For IRV/L5, once the account is made active in Admin CP - email Clint & Corbin to initiate creatives. These header images will be the dealer’s logo on a white background.

Verify if Dealer Exists in Admin CP or Add New Business Listing

In Admin CP search for the Dealer by typing in the Dealer's name (or combination of keywords). If the dealer isn't found, add a new dealer business listing.

On the left side of the Admin CP, scroll down to the Businesses section and click Add Business. Create a Dealer and enter the Dealer's name, address, and Web URL in the appropriate sections and save.

Dealer Account Set-Up

Once the account is verified to exist/a new account has been created, you can move on to the account set-up. Most of these are done on Admin CP: https://admin.localwebdominator.com/

Admin Control Panel > Dealership > Basic Info:

Set Status to Active
Select Automated Email Marketing (AEM) Package level
1. Ensure that you're updating the "Automated Email Marketing" selection. The "Package" selection should remain as None.
Add Salesforce GUID to LV CRM GUID (For ARI & DS Clients Only)
1. In Salesforce type the account name in the search bar at the top middle of the page. Click on the Account. The Salesforce ID will be in the URL between the words Account and View.

Set Website to Active
Mark Dealer as CLAIMED

Website Script Settings

Set Website Tracking Script to Active
Set VDP Email Remarketing to Active

Third Party Website Settings

Select the applicable website platform from Third Party Website drop down
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. Room58 - No endpoint needed - pulls from dealership homepage URL
4. Dealer Inspire - A file name is needed, not a URL
5. DX1 - Requires a paid package for DX1 to enable feed
6. 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
7. Powersports Technologies - No endpoint needed - pulls from dealership homepage URL
8. L5 (Ignite Platform)- Endpoint URL generated in IRV’s iCC dashboard
9. Dealer Car Search - Requires Endpoint URL
10. V12 Software (Frazer Brand) - Enter the filename that v12 sends into the field, not a URL
11. 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.
12. 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
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.
Set Import 3rd Party Inventory to Yes

Confirm Dealership Name is Accurate
Add/Verify Dealership Home Page website URL
1. Ensure that the URL used is the secure version of the website (https:// NOT http://)
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
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
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”
AEM Rep - Select for ARI/DS/IRV accounts only
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.
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.
Add phone number to Review Invitation Phone (for email signatures)

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

How to Submit Support Case to Add Tracking Script in Salesforce

Search for Account in Salesforce
Open a New Support Case in the Dealer Account
Fill Out Support Case:
- Platform Instance - This would be the dealer's active website
- Queue
  - Dealer Spike - DS Support
  - ARI - ARI Updates
- Product
  - Dealer Spike - DS Website
  - ARI - All Updates
- Subcategory
  - Dealer Spike - Other
- Tick off Internal
- Origin - Internal
- Priority - Defaults to Medium
- Type - Setup
- Subject - Please Add Tracking Script
- Description - Add the below template

Hello,

Please add the following website tracking script to all pages of the dealer’s website.

Script:
Website:

Kindly let me know when the script has been added or if you require any additional information.

Thank you!

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:

Please let us know once this has been completed.

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

Admin Control Panel > DEALERSHIP Tab> EXTERNAL INFO:

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

Lightspeed - UPDATED 3/23/23: NEW API PROCESS MOVED UNDER SET-UP TAB
Talon 
- Input PSM Dealer/Key ID into the DMS Dealer ID field 
- Send Instructions to the dealer for installing & Configuring the Talon Connector 
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. 
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
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  
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.

Everlogic
- Email the Everlogic Support Team
  support@everlogic.com (maybe copy Ricardo as well on the first few requests - he was part of the set up of this process: ricardo@everlogic.com)
- Ask them to send a customer file daily for [Dealership name] to our FTP site:
  Host: ftp.localwebdominator.com
  Username: Everlogic
  Password: Ftp@2021!
  - Sample email:
    Good afternoon,
    We would like to set up customer data integration for a mutual client, [DEALERSHIP], for their Automated Email Marketing program. The dealer is on copy for approval.
    We're requesting a daily customer file for [DEALERSHIP + City & State) be sent to our FTP site:
    Host: ftp.localwebdominator.com
    Username: Everlogic
    Password: Ftp@2021!
    Please include the following fields in the customer file: First & Last name, complete address, phone, email, and Unit Purchase date, model & year.
    Once this has been initiated, respond to this email with the dealer's ID that is included in the customer file.
    Thanks!
- Ask them to reply to your email once they have initiated that customer file to send daily and to provide us with the Dealer ID that is included in the customer file.
- Copy/Paste that Dealer ID into the Everlogic Integration set up screen in the Website Back Office (I know – sorry about the placement of this one)
- Back Office > ADMIN Tab > Current Website > Subscription Integration Settings: https://apps.localwebdominator.com/Admin/Home/SubscriptionIntegrationSettings

Social Media - Add links for the dealer’s social media platforms (as applicable):

Facebook
Twitter
Instagram
YouTube

LeadVenture Suite # / Site ID

Use the Website Dashboard for all LV Suite #s/Site ID https://app.powerbi.com/groups/me/reports/95d3d3b9-8d46-4b7d-8906-c633a40b1d6c/ReportSection8811a867a16e281ab8b2?ctid=515fce4f-ec7a-46f5-be34-13c81256a7d0

Open up the Website Dashboard
Under the Website List, click ‘Details’ arrow:

Please note: If unable to access you will need to request access through the page

Optional: Use the platform slicer at the top to shrink the website list down to the platform you’re looking for (Slicer=tabs at the top)

3. Expand the filter on the right

4. Highlight somewhere in the table to bring up the filters for the columns in the table:

5. Select ‘Website Name’ or main url filters to find the customer:

6. Enter name of dealer & check the corresponding box:

7. Right Click & copy the Site ID from the Site ID column:

8. Paste into the LV Suite# box in the Admin Control Panel at the bottom of the ‘External Info’ screen & click ‘Save’:

Admin Control Panel > DEALERSHIP Tab> MANUFACTURERS:

Add all brands that dealer carries under Manufacturers. These are located on the dealer's website.

Admin Control Panel > DEALERSHIP Tab> WEBSITES:

Create Dummy Website for 3rd Party Inventory feed
1. Click ADD NEW SITE -
2. NOTE: DO NOT ADD A NEW SITE IF A “MAINWEBSITE” Type Already Exists. There can only be ONE “MainWebsite” Type per account. If “MainWebsite” Type already exists, SKIP THIS SECTION and Move to the next part of Set-Up.
Site Name: Dealer’s Name
Description: 3rd party feed site
Type: MainWebsite
Domain Name: Dealers' URL with NO http, https, www or spaces. Just the root domain (dealershipurl.com)
Email Alias: DealershipNameInventory w/ no spaces. (I.e.: anglerschoicemarineinventory)
Theme: Leave on Default
Click ACTIVE box
Click UPDATE

Admin Control Panel > SETUP Tab> BUTTON SETUP:

Confirm the correct buttons are showing for dealer dashboard:
1. Firestorm
2. Website Tracking
3. Contacts
4. Employees
5. Business Information
6. Reports

Admin Control Panel > SETUP Tab> FIRESTORM SETUP:

Add Dealer’s Custom Email Header
1. Request email headers in Basecamp from Graphics Department: Custom Email Header & Featured Inventory Email headers.
Update Firestorm FROM NAME (this will be the preview customer’s see when the email arrives in their inbox)
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)
Add the URL for each department (if available on the dealer’s website): NEW Inventory, USED Inventory, Parts & Accessories, Upcoming Events, Apparel, Service.
Add Dealer’s Logo Image
Set UTM Parameters:
1. Source = Brand
2. Type = AEM

Admin Control Panel > SETUP Tab> SENDGRID SETUP:

If we have access to dealer’s DNS records (Recommended) - AUTHENTICATE DEALER’S SENDING DOMAIN

Copy & paste the dealer’s SENDING domain
EX: info@dealershipname.com - The sending domain is dealershipname.com
- NOTE: This may be different than the dealer’s WEBSITE domain, please verify that you are adding the domain that the dealer uses to SEND EMAILS from. (I.e. Sample dealer site: rivervalleymarine.com, but dealer sends emails from rivervalleyinc.om. In that case, you would want to authenticate rivervalleyinc.com)
Access to Domain? - Select YES
Click ADD USER
- This will populate the Five (5) CNAME records that will need to be added to the dealer’s DNS for their sending domain.
- You will select the CNAME records from the go.dealerdomain rows:

To: Website Provider’s support email address OR the dealership contact if we (DS/ARI/IRV/Level5) do not host their domain.
CC: Dealer contact
Subject: Email DNS records for [Dealershipname]

Copy & paste the message below in the body of the email- be sure to include the dealer’s domain and CC the dealer on the email:

We’re working on email deliverability for Dealership Powersports https://www.dealershipname.com/. Please add the following DNS records to their sending domain. The dealer is copied for any approval you need.

5 CNAME records
2 TXT records (SPF & DMARC)

Type	Host	Value
CNAME	em3970.go	u23954849.wl100.sendgrid.net
CNAME	s1._domainkey.go	s1.domainkey.u23954849.wl100.sendgrid.net
CNAME	s2._domainkey.go	s2.domainkey.u23954849.wl100.sendgrid.net
CNAME	url1283.go	sendgrid.net
CNAME	23954849.go	sendgrid.net

SPF Records:

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.

Copy & paste the Host & Values of the ‘go.’ domain from the Control Panel into the email.
Note: You will only copy & paste up through .go - you will not include the dealer’s domain on any cnames.

Click the + button to expand the rows. There will always be 5.
Once the website provider/dealer responds saying the records were added, you’ll need to validate the records:
- Click the red X in the ‘Validated’ column and if it was done correctly, they will turn into green check marks
- Check Active at the top under User ID & you’re done!

If we do not have access to dealer’s DNS records - USE DEFAULT DOMAIN

Skip Sendgrid Set-up Screen - No action needed.

What to expect when using the DEFAULT DOMAIN:

The From email address will be [dealercontactemailaddress]@aemsends.com
- For example, if dealer’s contact email address is john@dealershipname.com the from email address will be john@aemsends.com
The From Name will appear in preview on mobile & desktop
The Reply To email address will be dealer’s contact email address

Admin Control Panel > SETUP Tab> Lightspeed API Integration Settings:

SETTINGS:
- Input Dealer’s Lightspeed # into the LIGHTSPEED NUMBER field
  - If Dealer is part of a dealer group or has a sister store, ask for their STORE NAME and input in the Store Name field. LS allows dealers to share customers within a store group, and integration will pull in shared customers from other locations if the Store Name is not populated.
  - DO NOT POPULATE STORE NAME IF NOT PART OF A DEALER GROUP - This will break the integration.
- Select the Appropriate API ACCOUNT based on the dealer’s package. The dealer’s consent box will appear immediately after selecting the correct API Account.
  - PSMCustomer - CUSTOMER DATA - For Customer data only - most applicable for AEM clients
  - ~~PSMFirestorm -~~ ~~VEHICLE DATA~~ ~~- For PSM Firestorm Website Only clients - not applicable for AEM~~
  - ~~PSMCustomerVehicle -~~ ~~CUSTOMER & VEHICLE DATA~~ ~~- To be used for AEM clients who also have a PSM Firestorm Website.~~
ACTIONS:
- TEST CUSTOMERS = Download CSV for last 3 days (by default, but date range is editable) of Customer data for the SPECIFIC STORE NAME, but not added to any Customer or Email list.
- TEST SALES DATA = Download CSV for last 3 days (by default, but date range is editable) of Unit Sales data for the SPECIFIC STORE NAME, but not added to any Customer or Email list.
- TEST VEHICLE DATA = Download CSV for last 3 days (by default, but date range is editable) of vehicles for the SPECIFIC STORE NAME, but not added to any Customer or Email list or the Website Back Office.
- IMPORT FULL LIST FROM LIGHTSPEED = Customer data only (Not sales or vehicle) will be uploaded to the Customer and Everyone Email lists.
DEALER CONSENT:
- Contact the dealer and have them:
  - Log into Lightspeed
  - Click on “System,”
  - Click “Subscriptions,”
  - Enable the “LV/PSM Customer Data” integration
NOTE: Lightspeed API Process runs every 6 hours: 8am, 2pm, 8pm, 2am EST

Admin Control Panel > SETUP Tab> Unit Alerts - Inventory Update:

TEXT COLOR - Select a Font Color that contrasts and is easy to see against the Back color
BACK COLOR - Select a color that matches the colors on the dealer’s website
SRP Inline Tile Enabled = ENABLED. Feature only available on dealer websites that have LIST VIEW on their Inventory List Page (ILP / SRP). Will not display on tile view.

For the EMAIL & TEXT SET UP
- Confirm the FROM NAME
- Confirm the FROM EMAIL ADDRESS
Send a Test Email
Send a Test Text
Status = ACTIVE (Once Email & Text are approved by dealer)
Click SAVE

Admin Control Panel > SETUP Tab> Unit Alerts - Price Drop:

VDP Button/ Link Color -
- If BUTTON - This is the font color and it should contrast the BUTTON COLOR so that it is readable
- If LINK - This is the font color and should contrast the WEBSITE BACKGROUND color so that it is readable
Website Modal Button Color
- If BUTTON - This is the color of the button that appears on the site and should be a contrasted color to the font color
- If LINK - This will only apply to the SUBMIT button on the form and will not be visible anywhere else on the site
Display Type
- DealerSpike & ARI - Should be set to BUTTON

For the EMAIL & TEXT SET UP
- Confirm the FROM NAME
- Confirm the FROM EMAIL ADDRESS
Send a Test Email
Send a Test Text
Status = ACTIVE (Once Email & Text are approved by dealer)
Click SAVE

PACKAGE LEVEL DESCRIPTIONS

*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

Gold

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

Silver

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.

Creative & Bi-Annual Refresh (Reminder automated email sent out to account manager, creative team, & AEM support team.)
Enhanced Integration - Platform Activities

Platinum

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

Gold

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

Silver

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

EMAIL TYPE BREAKDOWN

The following Email Types are enabled based on the dealer’s website platform & package level. See the Platform Basecamp project for more details/descriptions.

IMPORTANT: DO NOT change the Email NAME (not the subject line, that is editable with no issues) to ensure the dealer reporting is not broken.

Featured Inventory
Re-engagement

Retargeting Email – Sales One to One Offer
Retargeting Email - Dealer Value Email
Retargeting Email – Inventory
Retargeting Email - Service
Retargeting Email - PG&A

Unit Purchase Follow-up Sales & Referral Sequence Emails
Unit Purchase Follow-up Service
Unit Purchase Follow-up PG&A
Newsletter

EMAIL CONTENT SET-UP

Featured Inventory
Re-engagement
Email Retargeting - Inventory
Email Retargeting - Dealer Value
Email Retargeting - Service & Parts Sequences
Newsletter

GET STARTED:

Log In To The Dealer Control Panel: https://psmmarketing.com/login
Click on the Firestorm Email or Marketing Automation button

Enabling Featured Inventory Email

Select ‘Featured Inventory Email Set up’

Add New Featured Inventory.
- Confirm:
  - Dealership, dates, time zone, ‘From email’, header, etc. are all correct/populated
  - Go to dealer’s website and to review their inventory.
    - Update the ‘Max Vehicles to Include’ that reflect 1/3 of their inventory (not to exceed 20),
      IE: if they have 15 units, change ‘max’ to 5
    - NOTE: If Platform is IRV you will change max to 5 units

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

Click the enable box
Select Dealer Time Zone
Select Max Vehicles
Verify FROM Email Address
Co-op:
- Enable co-op checkbox if dealer wants Co-op for this email, and select BRAND
- Verify Co-op Requirements and populate DBA & Disclaimer fields as applicable.
Add 'all inventory' link to custom header image link section
Click SAVE

Enabling Re-Engagement Email

From the Automated Emails screen click ‘Re-engagement Strategy’

Click ‘Send Test’
Verify the information is accurate on the test email.
- If correct click the ‘Active’ box and ‘Save’.

Enabling Retargeting - Inventory

From the Firestorm Email Dashboard click ‘Email Retargeting Setup’
All information is prepopulated, you just need to click the ‘active’ box and ‘Save’.

Enabling Retargeting Sequences

Email retargeting – Sales One to One Offer (may be listed as trade in value’ email – update if so)
From the Automated Emails screen click “Create New Sequence” OR use one of the existing templates

If using an existing template:

Select the email sequence you would like to set up
Click edit

Ensure the highlighted pre-populated information above is accurate and make any changes the dealer may have requested.

Proof email
- One space from the top of the email
- Tahoma font size 11
- Correct place holders in email signature: Signature, website, & phone
- Phone number placeholder is in body of email
- Send yourself a test
- Verify footer is accurate
- Send Test Email

Once test email received – verify all information is correct and the link(s) are working
- Send Test to Dealer for Approval
Once approval is received you will set the email to active
- Set the email to active under the status drop down.

Link the email to the corresponding department from the Automated Email screen
- Click ‘Connect Sequence to Website Tracking’

Participant List

When the unit sold list has been received from the dealer, you’ll upload it to the participant tab:

• From the Automated Sequence screen click the ‘Participants’ tab

From here the dealer will select how they want to enter their participants o Choose Existing Customer
- Search and click ‘add’ once found
- Fill out requested information

Add New Customer
- Enter requested data (see screenshot)
- Click ‘Add Participant’

Add Participants Via Upload
- Must be a CSV file
- Must contain columns for the data specified in the screenshot below
- Click ‘Browse’Select your CSV file
- Map your headers
- Click ‘Upload’
- Click ‘Save and Close’

Creating a New Sequence

From the automated email screen select ‘Create New Sequence’

Name the Sequence, set to active, & click Save:

Click ‘Add New Drip Email

Compose Email
- Name email – this is for the dealer to access
- From Name – Dealer provides
- From Email Address – Dealer provides
- Email Subject – What the customer will see
- Trigger type – How often the email deploys
- Interval – This determines how long after the trigger date the email deploys

*In the example above, this email will go out the day the participant is uploaded into the system. 0 (interval) days after (trigger type).

Currently the system requires the dealer to upload a participant individually or in a list. We suggest they select someone IE: reception or sales team member. The selected employee would be responsible for entering/uploading the participant or participant list, at the end of each business day.

Create Email Body:
- Enter 1 space from the top
- Use Tahoma font, 11pt
- Insert ‘First Name’ placeholder
- Create your email copy

*Inform dealer they must include these placeholders when uploading a participant list.

Add ‘Hey’ in the First Name placeholder box – this will insert ‘Hey’, when first name is not in the system.

Send yourself a test
Proof test email & send to the dealer for approval
Click ‘Save and Continue’

Sales Customer Automation

You’ll jump back to the Business Info tab to connect the Sales Customer
Automation (DMS integration) to the Sales, Service, & Parts Sequences
Click the plus sign in the center of the Sales Customer Automation box
Add Sequence email associated with package level (refer to package description and order to know which to populate)
Click dropdown
Select Sequence
Click green checkmark
Repeat until the correct emails are reflected in the box

Platinum Package example:

Adding Departments/URL Keywords

Click on the ‘Business Information’ Button on the Dealers side of the control panel
Make sure the ‘Departments’ tab is selected.
You only need one department for Sales (you do not need new & p-o). You’ll click the edit pencil and remove the word ‘New’ to make it just ‘Sales’.

KEYWORD SELECTION

Pull up the dealer’s current website and click on all sections that pertain to sales, IE: new/used inventory, trade-in, finance, showroom, sales, etc. and click within that url. Example: from the homepage >>click New Inventory>>click on a unit. The idea is to have the least amount of keywords. If there is ONE common word found in all URLs that is a KEYWORD. If you use the word ‘new’ as a keyword, and the dealership is named ‘Motorcycles of New Haven’, new will be in EVERY URL (non-sales related tabs), therefore you do not want to use that. You want to find the ones that are unique to sales.

Example: under the inventory tab, there are several tabs. You will click on each tab and see if there is a common word between them all.

https://www.arrowheadharley.com/all-inventory/ Then you click on a unit: https://www.arrowheadharley.com/inventory/used-2018-harley-davidsonelectraglide-ultra-limited-1hd1kwd14jb634176/ https://www.arrowheadharley.com/new-bikes/:

https://www.arrowheadharley.com/inventory/new-2021-harley-davidsonheritageclassic-114-1hd1ybk13mb060524/ https://www.arrowheadharley.com/used-bikes/:

https://www.arrowheadharley.com/inventory/used-2019-harley-davidsonsoftailfxdr-114-1hd1yvk1xkc012284/ https://www.arrowheadharley.com/usedbikes/certified-pre-owned-bikes/:

https://www.arrowheadharley.com/inventory/certified-used-2017-harley-davidson- 1200-custom-1hd1ct315hc438958/ https://www.arrowheadharley.com/shop-by-payment/ https://www.arrowheadharley.com/value-your-trade/ https://www.arrowheadharley.com/new-bikes/2021-models/:

https://www.arrowheadharley.com/inventory/new-2021-harley-davidson-cvoroadglide-1hd1tcl10mb957139/ https://www.arrowheadharley.com/usedbikes/priced-under-10k/:

https://www.arrowheadharley.com/inventory/used-2013-harley-davidsonsuperlow-1hd4cr216dc439533/ https://www.arrowheadharley.com/virtualshowroom/>> https://www.arrowheadharley.com/new-bikes/ : Click on a unit:

https://www.arrowheadharley.com/inventory/new-2021-harley-davidson-

heritageclassic-114-1hd1ybk16mb061179/

Keywords:

Inventory

Value

Shop

You will also want to add any financing tab key words, ie:

Finance

Creditapp

Quick

Copy your keyword
Go back to the dealer control panel
Click ‘Add New URL’
Paste the keyword, that you copied earlier, into the URL Keyword box.
Click update and continue to add

Click the toggle arrow under ‘Dept’ and select the department you would like to associate the ‘URL Keyword’ to.

Repeat these steps for each ‘Department’ / ‘Keyword’ you would like to add.

Loading An Email List

From the CP Dashboard
Click ‘Lists’ button

Click ‘+Add New List’

Check yes, your list meets standards & click ‘continue’

List must be a CSV file
‘Browse’ & select your list
Click ‘Continue’

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.

Set Sequence Emails to Active & Website Tracking

Link the Sequence to the Corresponding Department -
- Click CONNECT SEQUENCE TO WEBSITE TRACKING button

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

AEM Set-up Complete

If they are not able to integrate or opt to not integrate add contact to the AEM Dealership 'It's that time again...' email's PARTICIPANT list in the Dealer Control Panel.

Email client notifying them their Automated Email Marketing Package is Live
Set 'Start Date' in Dynamics (This will populate the Billing Date) & Change 'Status Reason' to Live

Mark dealer live on AEM Fulfillment Tracker & let team know in AEM Chat (teams)

AEM Cancellation/Offboarding

When the Task hits the AEMSupport email and is one of your dealers, check the date on the Cancel Request by clicking on the highlighted text.

Check the Billing Change Notes and Product Change Notes for information. (see attached examples)

Enter pertinent information on the Cancellations tab of the AEM Fulfillment Tracker: Dealer Name, Cancel Order #, Date Cancel Order Entered, Date Cancellation Approved, and Reason for Cancellation.

Inform AEM Team Lead cancellation has been completed and AEM turned off

Disable Admin Control Panel & Update Dealer Control Panel

To Do On Last Date When Terminating Account

Set ALL Automated Emails to Inactive
- Featured Inventory, Inventory Retargeting, Sales one-to-one Offer, Dealer Value, Reengagement, & all Sold Unit Sequences
Change AEM package level to 'None' in Admin Control Panel

Remove dealer from Automated Reminder Email participant list
Set Website to InActive
Delete LV CRM GUID ID
Set Website Tracking to InActive
Set VDP email to InActive
Set Third Party Website to 'None'
Remove website endpoint if applicable
Set Import 3rd Party Inventory to 'No'

Uncheck reporting box and Save under 'Dealer Contacts'

From 'Website' tab - set website to inactive
^{Set Dealer Account Status To Inactive(ONLY If Package is None and Sharp Shooter Enabled is No)}
Click Website from dropdown under Dealership tab
Click 'edit' for 3rd party feed siteUncheck 'Active' box
DO NOT DELETE SITE
Click Update

If integrated
- For all DMS integration:
  - From External Information remove all DMS identifiers
    - If Lightspeed (in addition to removing DMS #):
      - Send email to Lightspeed.Dataservices@cdk.com to cancel LeadVenture Customer Data Integration(PSM)
      - Uncheck Lightspeed Integration Opt-In box

Delete LV Suite ID number from Admin CP under External info

Actions for Downgrading(Changing AEM Package)

Update package level in Control Panel

Set emails no longer included to Inactive or Disable
Delete sequence emails no longer needed from Sales Customer Automation under Business Info in Dealer CP

Unlink Retargeting Emails no longer needed under Business Information

AEM New Account Set-Up

ACCOUNT ACTIVATION CHECKLIST - ALL CLIENTS

Initial Set-Up

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

Dealer Account Set-Up

Admin Control Panel > Dealership > Basic Info:

Website Script Settings

Third Party Website Settings

Admin Control Panel > DEALERSHIP Tab> EXTERNAL INFO:

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

LeadVenture Suite # / Site ID

Admin Control Panel > DEALERSHIP Tab> MANUFACTURERS:

Admin Control Panel > DEALERSHIP Tab> WEBSITES:

Admin Control Panel > SETUP Tab> BUTTON SETUP:

Admin Control Panel > SETUP Tab> FIRESTORM SETUP:

Admin Control Panel > SETUP Tab> SENDGRID SETUP:

If we have access to dealer’s DNS records (Recommended) - AUTHENTICATE DEALER’S SENDING DOMAIN

If we do not have access to dealer’s DNS records - USE DEFAULT DOMAIN

Admin Control Panel > SETUP Tab> Lightspeed API Integration Settings:

Admin Control Panel > SETUP Tab> Unit Alerts - Inventory Update:

Admin Control Panel > SETUP Tab> Unit Alerts - Price Drop:

PACKAGE LEVEL DESCRIPTIONS

DEALERSPIKE/ARI

INTERACT RV (IRV)

DEALER CAR SEARCH (DCS) & FRAZER

EMAIL TYPE BREAKDOWN

EMAIL CONTENT SET-UP

Enabling Featured Inventory Email

Enabling Re-Engagement Email

Enabling Retargeting - Inventory

Enabling Retargeting Sequences

Participant List

Creating a New Sequence

Sales Customer Automation

Adding Departments/URL Keywords

KEYWORD SELECTION

Set Sequence Emails to Active & Website Tracking

Going Live

AEM Set-up Complete

AEM Cancellation/Offboarding

Disable Admin Control Panel & Update Dealer Control Panel

Actions for Downgrading(Changing AEM Package)