How To: Add Dealer Info to Ongoing Fulfillment Chatter
- Madison Garner
This guide covers the process of filling out the Dealer Info template. Created by Madison Garner March 2024.
The Step-by-Step Process
Open the Dealer’s Ongoing Fulfillment Chatter. This is where you’ll be adding the new dealer info.
Determine which old template is currently on the OF Chatter, which will affect which process you use.
The Trello Template | The Intake Call Template |
|---|---|
Example - Template 
| *This should hopefully not be the standard case for the audit. Most should be the Trello template. But including this since after the audit and moving forward, the Dealer Info template will be pulling from the client’s Intake Call form. |
Copy the Dealer Info Template. Paste it into the Ongoing Fulfillment Chatter as a POST, not as a comment.
Fill Out the Dealer Template according to the process for Using the New Client Template or according to the process for Using the Old Trello Client Template.
Delete the old OF Chatter Dealer Info post that used a different template.
Update the dealer’s checkbox in the Content Update Spreadsheet
(Remove after the audit process is done since this resource will then be used just for newly signed clients)
Dealer Information - Using the New Client Template
Template Section | About |
|---|---|
Name | Located: Question 1 of Intake This is the exact spelling from the client regarding how they want their dealership name written. |
Physical Location(s) | Located: Dealer’s Account, Address Information, Physical Address section. This is where the dealer is physically located. Be sure to write out the city and state. This allows writers to Copy-Paste, rather than deal with decoding state abbreviations (which are harder to remember than you might think). |
Target Location - Primary | Located: Question 7 of Intake This is the most important target location for the dealer. It’s also the location that should be used when making Title Tags. Be sure to write out the city and state. It may or may not be the same as the dealer’s physical location. |
Target Location - Secondary | Located: Question 7 of Intake |
Template Section | What It Is |
|---|---|
Website Link | Located: Top of the Account Page |
Content Folder Link | Located: CONTENT: DEALER SPIKE |
Fulfillment Work Done Link | Located: Dealer Account, then click Fulfillment Work Done |
Template Section | What It Is |
|---|---|
Products | Located: Questions 5, 9, 11a iii, and 12 of Intake |
Seasonality | Located: Question 6 of Intake |
About Us Page | Located: Question 11a and 12 of Intake |
Parts Page | Located: Question 11b |
Service Department Page | Located: Question 11c |
Dealer Information - Using the Old Trello Client Template
Before
After
Template Section | About |
|---|---|
Name | Located: Dealership Information Section |
Physical Location(s) | Located: Brick & Mortar Dealer Location(s) |
Target Location - Primary | Located: Additional target locations, Primary |
Target Location - Secondary | Located: Additional target locations, Secondary |
Template Section | What It Is |
|---|---|
Website Link | Located: URL |
Content Folder Link | Located: CONTENT: DEALER SPIKE |
Fulfillment Work Done Link | Located: Dealer Account, then click Fulfillment Work Done |
Template Section | What It Is |
|---|---|
Products | Simply put “TBA”.
If the dealer retroactively fills out the new intake form, we can update this section accordingly. |
Seasonality | Simply put “TBA”.
If the dealer retroactively fills out the new intake form, we can update this section accordingly. |
About Us Page | Located: “Any need to know information about dealership in general”, “additional services or departments”, “what sets them apart from other dealers” and “general notes” sections |
Parts Page | Simply put “TBA”.
If the dealer retroactively fills out the new intake form, we can update this section accordingly. |
Service Department Page | Simply put “TBA”.
If the dealer retroactively fills out the new intake form, we can update this section accordingly. |