Setting up SharpSpring

1. From the Dealer Spike account, go to settings-->"manage clients" and select "Add Client" from the drop down arrow.

2. Fill out the necessary boxes

Full Name: Dealership Name

Email: Your Email (not the client's)

Company Name: Dealership Name

Website: Their domain

Phone: Their phone number

Address: Fill in their address*

Select Create New Client

*If they have multiple locations, do their main location.

3. Give Gabriel Reyes and Ozmar Verduzco permissions to access the client by following the instructions here and then send a message to Ozmar on the Juniper team requesting form integration for your client.

4. Restrict their AdWords Access. Dealer Spike agency account --> Settings --> Client Dropdown --> Edit Adwords

5. Adjust services and allowances. Change Litmus and Shutterstock from 100 to 0 and select "Charge agency account on file" ---> SAVE

6. Install the SharpSpring Tracking code

Switch to manage the sub-account. Settings --> Sites. Click on the website you just set-up. Copy the script from the track code tab.

6.1 Paste it in the clients FTP stdHeaderEnd.inc file. To do this, go to notepad++ and choose "live" from the FTP. Then select vhosts.live.v3 and start typing your clients' domain to search for your client. From this point, expand the "includes" folder and you'll see "stdHeaderEnd.inc". Copy and paste the tracking code right underneath the Tag Manager installed in the previous step.

6.2 SAVE the file. BEFORE YOU CLOSE IT, head to the homepage of your site and CTRL+F5 to refresh and ensure the site still works. If it does, great! If it does not, head back to the StdHeaderEnd file and CTRL+Z until you have un-done any changes made. Save the file again and refresh the site to ensure it's back up and running. Grab a manager or pod lead to help troubleshoot any issues.

Activating Lead Track

Navigate to your client’s website folder in FTP and open the config.asp

Copy and paste the following code at the bottom of the “Admin Tools Enabled” section

'LeadTrack

CONFIG_ENABLE_LEADTRAK = True

CONFIG_API_SHARPSPRING_ACCOUNTID = ””

CONFIG_API_SHARPSPRING_KEY = “”

CONFIG_LEADTRACK_SCORE_CUTOFF_COLD_MEDIUM = “100”

CONFIG_LEADTRACK_SCORE_CUTOFF_MEDIUM_HOT = “150”

From the settings page in SharpSpring, navigate to the bottom of the menu and select “API Settings”

Click “Generate Code”

Copy the Account ID and Secret Key into the CONFIG_API_SHARPSPRING_ACCOUNTID and CONFIG_API_SHARPSPRING_KEY respectively

Save your changes

BEFORE CLOSING THE CONFIG.ASP: Head to your dealer’s homepage and ctrl+f5 to ensure the site still works

**NOTE** If you break the site, don’t panic. Head back to the config.asp and ctrl+z until the file is as it was before our changes. Save it again and reload the site to ensure it works.

Head to the admin panel of the website and check under the “leads” tab to make sure the “Lead Track” option is there.

Finally, in your client's admin panel, select the gear icon in the top right corner

Select "Manage Users"

Next to your contact's account, select "Permissions" and ensure that "LeadTrak" is selected. Save before you close out!