ARI SharpSpring Setup

Owned by Former user (Deleted)
Jul 26, 2019

From the ARI Network Services account, go to the settings wheel at bottom left of homepage > go to “Manage Clients” > select “Add Client” from the drop down menu in top right corner


Fill out all the boxes:

Full Name: Dealership name

Email: Your email (not the client’s)

Company Name: Dealership name

Website: Client’s domain

Phone: Their dealership number

Address: Fill in their address*


Create the account.

*If they have multiple locations, add their main location - this can always be changed/updated later.


Adjust Services and Allowances > Select drop down menu next to the client account you just created and click “Services and Allowances”


Change Litmus and Shutterstock from “100” to “0” and select “Charge agency card on file.” > Save


Go into the client’s account and go to the settings menu > jump into “Company Email Settings” > Change the utm_source= from “sharpspring” to “ari_marketing_automation”


On the same page, enable the Granular Unsubscribe feature below by clicking on “Enable” and add a new category called “All Emails” and enable. Go back to Email Settings and  into the next tab “Global Merge Variables” and enter the client’s information.

1.    Form Finder: Identifying Active Web Forms on Domino Storefront

Installing the Form Finder Script

The easiest way to find the active ARI Responsive forms on a dealer’s website is to use a javascript snippet that lists the active form IDs on a web page. Installing the script is easy.

  1. Copy the following javascript snippet to your clipboard

    javascript:(function()%7B(function()%7Bif(%24("%23formIdModal").length<1)%7B%24("body").append(%24("<script><%2Fscript>").attr(%7Bsrc%3A"https%3A%2F%2Fpublished-assets.ari-build.com%2FContent%2FPublished%2FSite%2F26087%2Fbookmarklet.min.js%3Fv%3D"%2BDate.now()%7D))%3B%7Delse%7B%24("%23formIdModal").modal()%3B%7D%7D)()%7D)()
  2. In your preferred web browser, create a new bookmark and name it “Form Finder”
  3. Paste the javascript into the URL field for the bookmark, then Save.

Please note that the Form Finder script will only identify the presence of ARI Responsive (aka Domino) web forms and not third party forms or Endeavor (aka ShopDot) web forms.

 

2.    SharpSpring Admin: Marketing Automation Page Tracking Codes


Finding and Collecting SharpSpring IDs (SharpSpring Admin)

  1. Log into SharpSpring Admin (https://arinetworkservices.marketingautomation.services/, and navigate to the applicable dealer account
  2. Go to Analytics > Web Insights
  3. In the left menu title Sites, click the webpage icon. Select the primary website. If the primary website isn’t listed, click the gear icon and the “Add Site” link.
  4. Click the tab labeled Tracking Code. Copy the Tracking ID to your clipboard (see image example), and paste it into a Note or Word doc, for use later
    1. If you already have the Marketing Automation Component open, paste the Tracking ID into the field labeled Account ID
  5. In the page tracking code, copy the Domain ID from the first line starting as _ss.push. It will start with “koi-“ (See image example) and paste it into a Note or Word doc, for use later
    1.  If you already have the Marketing Automation Component open, paste this subdomain into the field labeled Domain ID

 

  1. If the account includes a ShopDot website, and if that website isn’t also listed, add it via the “Add Site” link as well
  2. Fetch the full tracking code and paste it into a Note or Word doc, for use later
    1. If you already have the MA Boarding Form open, paste this code into the form for the ShopDot website

 

3.    Form Finder & SharpSpring: Adding Forms and Form IDs

 

Finding and Collecting Domino Form IDs (Form Finder + Dealer Website)

  1. With the Form Finder installed, proceed to the dealer’s website
  2. Starting on the home page, click the Form Finder bookmark. A modal window will open, listing any forms on the page by their Form ID and their Lead Type. Capture the Form ID + Lead Type pairs, as you’ll need them later.
    1. Because some web forms live on multiple pages, you will see multiple instances of some Form IDs during this process. Once you’ve captured a Form ID, ignore any additional instances that you find.
    2. If you already have the Marketing Automation Component open, paste Form IDs directly into the component
  3. Proceed to the other pages of the website where forms could be present.
  4. You only need to use the Form Finder on a single instance of pages like Search Results, Unit Detail, and Service Detail. Each permutation of those pages will use the same form(s).

 

Adding Domino Native Forms to SharpSpring

  1. Go to the SharpSpring Admin and create a Native Form for each Form ID that you’ve found on the dealer’s website. There will be a tracking code that displays for each form as you create it.
    1. It’s not a bad idea to include the Form ID in the title of each Native Form that you enter into SharpSpring (Example: Contact Us – Form ID 8)
  2. Find and copy the BaseURI value from the code snippet (see image), and copy/paste that into a Note or Word doc for later use.
    1. If you already have the Marketing Automation Component open, paste the Base URI into the applicable field in the component.
  3. Find the endpoint GUID in the code snippet (see image), and copy/paste that into a Note or Word doc for later use. Make sure that you are associating the endpoint to the right Form ID in you doc.
    1. If you already have the Marketing Automation Component open, paste the endpoints for each respective form ID into the applicable field

 

4.    Marketing Automation Component

 

The Marketing Automation Component is used to both enter the necessary configuration options for page and form tracking, and to inject those tracking codes into all pages of the responsive website.

Enabling the Component

  1. Navigate to the dealer’s ARI CMS Account page, and go to the Sites section of the page. Note whether the account has a Rows CTA or a Layouts CTA.  This is information you’ll need for later.
  2. Click the Components button, then click Marketplace.
  3. 3.      In the Marketplace, click the Components button and scroll down to the Marketing Automation Component. Click Add to Cart, then proceed to checkout and “purchase” the component.
  4. Return to the Account page and click Components to return to the dealer’s component library.
  5. Scroll down the list to the Marketing Automation Component and click to expand. Click the link “Add a Marketing Automation component instance”.

Configuring the Component

  1. Click the gear icon on the component to go to configuration settings
  2. Optional: Enter “Marketing Automation Page Tracking” as the Component Title
  3. Do not add any Page Rules
    1. By not adding any Page Rules, the code will automatically be applied to all pages
  4. If the website has a Rows theme, add a Section Rule. Select the section where the component should be rendered.
    1. The section where tracking codes are applied can be the Header or Footer
  5. Under Component Settings, paste the Domain ID (example: koi-3QNIVP34Y4) into the applicable field
  6. Paste the Tracking ID into the field labeled Account ID

 

  1. Paste the Base URI into the Base URI field
  2. Add each Form ID, and the applicable endpoint GUID, for each form

  1. Save the Component

5.    Marketing Automation: Assigning Configured Components to Layouts

  1. In the Sites section, in the table row for the target website, note whether the site has a Layouts or a Rows button.
  2. If it’s Layouts, proceed to instructions for A. Layout Manager - Adding Marketing Automation Component. If it’s Rows, proceed to instructions for B. Rows Manager - Adding the Tracking Component.

 

A.    Layout Manager - Adding the Tracking Component

  1. Select Layouts, then select Home Page Layout
  2. Scroll to the last section of the layout. This will typically be labeled as Footer or Tracking Codes.
  3. If the section name is followed by the icon, it is a Shared Section. Click the icon to see which layouts share that section. If it’s all site layouts, then you’ll only need to add the Tracking component to this section and nowhere else.
    1. If the Footer or Tracking Code sections are not Shared Sections, you will have to explicitly add the Tracking component to each individual layout. See step 8 below.
  4. Expand the section.
    1. If there is a row named Tracking, Tracking Components, or something similar, expand that row and click + Add Element
    2. If there is no row dedicated to tracking codes, click Add Row and give it a descriptive name like “Tracking Codes”. Expand your new row, select a one-column row preset, then click + Add Element
  5. Scroll to Tracking and click on the title. Then scroll to the component instance that you previously labeled Marketing Automation Page Tracking and select it.
  6. In the same row, click + Add Element and add the configured Marketing Automation Component
  7. The component will be added to that layout/section/row. Once website changes are published, the pages that use that layout will include the component with the respective page and form tracking codes.
  8. If there are one or more layouts that do not share the section where the component was just added, perform the same steps above for each layout.
  9. Save and Publish

B.     Rows Manager - Adding the Tracking Component

  1. Select Rows
  2. Click to expand sections for the home page layout
    1. The home page layout will typically be labeled as Theme1_Index, Theme2_Index or something similar ending with “_Index”.
  3. In the Header or Footer section, add the configured Marketing Automation Component to a row
  4. Click to expand sections for the default page layout
    1. The default page layout will typically be labeled as Theme1_Default, Theme2_Default or something similar ending with “_Default”.
  5. In the Header or Footer section, add the configured Marketing Automation Component to a row
  6. Save and Publish


6. Command Center: Page Tracking Code for ShopDot


The page tracking code for a ShopDot site can be entered into the MA Boarding Form, were Web Dev will fulfill the implementation. These instructions are optional, and informative.

A.    Adding the Marketing Automation Page Tracking Code to non-Bootstrap Pages via Widget Layouts

  1. Navigate to the dealership’s account in Command Center (not the ARI CMS)
  2. Go to Site Content > Manage Widgets
  3. On the Widget Page Layout Editor page, select a layout and click Edit
  4. Under the Main Content Widgets section, click Add New Widget
  5. Select a Main Custom Widget option that isn’t already being utilized for another purpose
  6. In the widget editor, turn the WYSIWYG editor to HTML mode
  7. Paste the ShopDot page tracking code into the editor and click Save and Back.
  8. Repeat steps 3-7 above for each layout listed on the Widget Page Layout Editor page

 

B.     Adding the Page Tracking Code to Bootstrap Pages via Site Messages

  1. In the ARI CMS primary menu, go to Site > Messages
  2. Go to the SearchTag option and click Edit
  3. On the Message Detail page, turn the WYSIWYG editor to HTML mode
  4. Paste the ShopDot page tracking code into the editor and click Save, then click Back.
  5. Go to Websites > Website Changes and publish.

 

7. Marketing Automation Boarding Form


The MA Boarding Form is a web form that’s used to submit setup instruction to Web Dev.

  1. Enter your email address
  2. Enter the Dealer’s Business Name
  3. Enter the CRM ID
  4. Enter the Dealer Primary URL
  5. Has ShopDot Ecommerce? (Y/N). Select the applicable option.
    1. If yes, enter the ShopDot URL
    2. If yes, enter the ShopDot Page Tracking Code
    3. Paste the DKIM Settings into the form
    4. Send


8. Mapping Forms Fields in SharpSpring

 

In order to capture form submissions in SharpSpring, you must first map the fields for each form to the corresponding SharpSpring form field names within the SharpSpring application.

1.            Proceed to the dealer’s website and submit a test instance of every form that you’ve configured for SharpSpring.

2.            Proceed to SharpSpring. Go to the Form Insights page (https://arinetworkservices.marketingautomation.services/forms)

3.            Select the first form in the list. Click the button labeled “Form Fields”, which will take you to the “Map Native Form Fields” page.

4.            Assign SharpSpring field names to the native names for the fields. If an appropriate SharpSpring field name isn’t listed, enter a Custom Field name.

a.            In mapping subsequent forms, the Custom Field that you entered will be available in the “Assigned Field Name” drop down list.

5.            Once you’ve completed mapping fields, click Save Mappings.

6.            Proceed to map the remaining forms in the Active Forms list.

 

The additional forms may or may not have been enabled since original provisioning, but I’d guess that they were active at the time. We want to make sure that we’re looking for forms that are almost always on, like “Contact Us”. Also, we should always check the Home Page, Staff Page, and Service Pages. Whether we’d want to add something like an Employment Form is up for debate.

 

This is covered above, under section 3.