AEM Co-op Configuration and Standard Procedures

If a dealer requests to Co-op their AEM service, we must take a few additional steps outside the standard setup.

Documenting a Dealer’s Request for Co-Op

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
1. PLATFORM INSTANCE: Select the dealer’s website
2. QUEUE: DS/ARI Design
3. ORIGIN: Internal
  1. Ensure to tick the “Internal” checkbox
4. PRIORITY: Medium
5. TYPE: Setup
6. SUBJECT: AEM - Co-op Header for [OEM-Brands]
7. DESCRIPTION: MUST include the brand logo in a white ‘negative space.'
  1. 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:
1. Email Title: Co-op Email - [OEM-Brand]
  1. Replace the [OEM-Brand] with the dealer-specific brands (e.g. Co-op Email - Honda).
2. Enable the 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.
  1. You can also find the information here.
4. Select an appropriate cadence:
  1. If the dealer is co-oping with one OEM, use the default Frequency of Weekly
  2. If the dealer is co-oping with two OEMs, ensure there is no email Frequency overlap (eg. Set both featured inventory email configurations to bi-weekly and have one go out one week before 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 this link directs to the OEM-specific inventory page. If none exists, direct them to the 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.

You’ll need to create a report for each brand - up to 2 max
Log Into NinjaCat and search for dealer’s account
1. 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.
1. Add Report in 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. 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
6. EMAIL SUBJECT: {ACCOUNT_NAME} AEM Co-op Report - [BRAND] ({REPORT_DATE_RANGE})
  1. Example: {ACCOUNT_NAME} AEM Co-op Report - Honda ({REPORT_DATE_RANGE})
7. 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.
8. Hit “Save Changes”

We need pre-approval to ensure we meet all the OEM requirements to successfully co-op the dealer’s service.