Training 1

• Lead Scoring:

• A way to prioritize leads based on custom attributes

• Each lead gets a score based on how they interact with the site, the forms they fill out, and the information they give

• The more info given, the higher the lead score

• Lead scores can be customized based on dealers’ specific focuses and priorities

• Walk through algorithm

• Lists:

• Allows you to automatically segment leads into leads

• Sorted by info given/interest on forms and activity on the website

• Segmentation allows you to send personalized newsletters to potential customers, and separate for differently specialized salespeople

• Show how to navigate the lists
• Show how to create a list
  • Find two segments (a make and a vehicle type) and pull a cross-reference list

• Contact Manager:

• View all leads

• Filter leads by lead score/list/owner/source/etc

  • Advanced Search

• Sort by lead score and click into a user with a high lead score

  • Can assign leads to salespeople

  • Life of the lead breaks down activity on site, forms filled out, emails received, emails opened, and links clicked through on emails

  • Memberships shows emails they've received, on-site traffic, browser used, etc.

  • Can also see associated social profiles

  • Bell icon for assigned leads to notify sales rep when user is on website

Training 2

• How to use the email creator
  • Templates
    • Drag-and-drop template
  • Drag-and-drop editor
    • content blocks
  • Dynamic and Personalized Content
    • merge variables
    • custom names
    • custom images
    • custom content blocks
  • Send settings
  • Scheduling newsletters
• How to use the visual workflow creator
  • Triggers
  • Actions
  • Filters
  • Time Delays
  • Sending emails within a workflow