(AEM) Inventory Unit Alert
- TJ VanWert
Document status | 95% Complete |
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Target release | Not Yet Available For Clients |
Epic Link | Type /Jira to add Jira epics and issues |
Document owner | Tia Robinson & TJ Van Wert |
Lean Canvas |
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Tech Prerequisites | AEM Script must be installed on the site to use |
Pricing & Packaging | Legacy Dealer = N/A Silver Package = N/A Gold Package = Must have AEM Gold or Platinum Package Platinum Package = Must have AEM Gold or Platinum Package |
SKU | Legacy Dealer = N/A Silver Package = N/A Gold Package = Platinum Package = |
Additional Confluence Links | PSM Document - https://arinet.atlassian.net/wiki/spaces/PT/pages/4047896654 |
Quick Links
Overview
Objective
A contact will fill out the Inventory Alert form for a unit that they do not see on the dealers website but are interested in. The contact will receive automated emails and/or text messages when the inventory unit has been added into the dealers inventory in iCC and marked Active.
How Does it Work
First a contact will need to fill out the Inventory Alert form on the dealers website. When a dealer adds the inventory within the iCC system, the PSM system will receive updates from the iCC system and look for any contacts that have submitted a Inventory Alert form. If the PSM system has identified that a contact has submitted a Inventory Alert form and the dealer has added the inventory unit that has been requested, the lead will be sent the notification.
Notifications get sent by the PSM system at 10am EST each day. So depending on when the lead fills out a form and when the dealer adds/activates the inventory in the iCC system, the PSM system will send out the notification at 10am EST the next day.
Dealers will be able to see which contacts within their iCC system have submitted a Inventory Alert form. There is a new contact activity type called “Inventory Notification” that is available in the iCC Reporting/Contact screens. It will be listed as a activity type within the contacts detail.
Success metrics
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Technical Details
Requirements
Requirement | User Story | Importance | Task | Notes |
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iCC must consume the contact information from the forms and notify the dealer of the form fill like other forms on the Ignite platform. | As a dealer, I need to be able to see the contact activity in iCC when the contact fills out the inventory notification form. |
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User interaction and design
Open Questions
Question | Answer | Date Answered |
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Can dealers customize the emails or text messages that get sent to the lead? | No, the dealer will have their name, phone number, and url to their website on the email message that gets sent. On the text message they will have their dealer name and link to the unit to view the price. | |
Can a dealer add/change the list of manufacturers in the form, or does the form only display the manufacturers that the dealer sells. | No, the drop down list in the form is just a generic list of manufacturers that is controlled by PSM. Requests can be made to PSM to add manufacturers if anything is missing for the dealer. |
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Additional Details
Out of Scope
Dealers will not have the ability to change the manufacturer list or add any additional fields to the form at this time.
Future Requests
Request Details | Suggestion Form Link | Date Requested |
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Setup/Enable
Instructions
AEM Team will need to ensure that the script is added on to the website and the Price Drop Alert feature is enabled on their end.
<script src="https://cdn.customerconnections.io/Script/{PSM provided key}" type="text/javascript" defer></script>Ignite F.E.D Team will need to add the button/form to the dealers website.
Email aemsupport@leadventure.com as them to enable the Inventory Alert Feature for the specific client, and give them the Color Codes for the buttons and the forms.
Navigate to CMS
Insert a new PSMNotification macro to the desired page in the content section
AccountId should be set and FormType should be set to 2 to set form as an Inventory Update widget
These steps can be taken multiple times to display the control in more than one spot
Terminate/Disable
Instructions
AEM Support Team will need to disable the Inventory Alert feature within the AEM system
Send a Support Request Form in the Ignite platform to have the Inventory Alert button and form removed from the website.
Product Support
If dealers are having issues or something appears to be not working correctly the aemsupport@leadventure.com should be the first team that needs to look into the issue as most of the features regarding this product are driven by the PSM platform.
These elements of the product are controlled by the PSM Platform
CTA Button (we add their code to our sites to display)
Forms
Consume lead information to send the notification to the lead
Sending notification to leads
Allowing users to control their settings through the PSM platform
Dealer updating certain information via the PSM platform (Dealer Name, Phone Number, Website) so it displays correctly in text messages and emails.
Controlled by Ignite platform
Ignite platform is consuming data only for this, we are not controlling or sending out to contacts/leads, that is all on the PSM side.
Consuming the contact information of what was filled out in the form as only a way to keep all leads in the dealers main platform.
Sending a lead notification via email to dealers when the lead has been added to iCC
Sending the lead activity data to 3rd party CRM as a data transfer only
Reporting on the Price Drop Notification activity type.
Pricing & Packaging
A dealer must be subscribed to a AEM Gold or Platinum Packages to have the ability to enable this product. At this time it is not available to dealers that are not subscribed to AEM.