NEEDS UPDATING
First Things First
Sales Enablement Videos And Documents
How To Build An Offer / Engagement Message How To Use The Sales Attribution Engine Understanding The Platform OFFER ENGINE Shopper Watchlist How To Us...
eLead Integration Steps
Alex, I spoke with the Fortellis team and you can go ahead and install your new eLead dealer. I am resending your deployment documents for your refere...
Information Security Program / FTC Safeguards / Gramm-Leach-Bliley Act Compliance
Reference: FTC Safeguards Rule: What Your Business Needs to Know The deadline to comply has been extended to June 2023 for most of the provisions in...
Competitor Overview
<aside> 👉 Short summary: There is not any other product exactly like us in the marketplace. We will keep this list current for the companies we know ...
What advertising audiences are available in Ignite
Ad networks (Google, Facebook, Instagram, Trade Desk/Display, Etc) maintain identity records on all the visitors they see on their networks. In order ...
Audience Export
<aside> âť“ Can I export audiences from Ignite to use in advertising campaigns? </aside> If your subscription plan includes audience exports then you ca...
How to Upload Sold Files
How to upload sales files, how to upload sold files, how to upload service files, matchback
How to download location data from the platform
Lead Qualification Questions for Surveys
We are excited to announce that our platform now allows for follow-up questions in visitor surveys to better qualify leads! By asking more targeted qu...
What if we already ask people to share location on our website, do we still need your tag?
If you were collecting location based data on your website we would still need our tag on the site here's why: We need to be able to assign an identif...
Who do you use for data providers?
We use several different data providers and decision off of all of them depending on different circumstances. The exact providers are proprietary as i...
Assign onsite offer to specific URL
Can I Append Email address to SMS leads
Some BDC workflows depend on having both an email address and a phone number. Since we convert many mobile users with one tap leads and only get a pho...
How can I link to the watchlist from a banner/menu/etc
There was quite a bit of excitement by clients with this new technology and they asked if there was a way to use it inside of banners or even in their...
Example Sales Presentations
What sort of topics should I discuss in weekly meetings
Question: “Not sure what I should talk about on the meetings. 90% of what I do is very technical stuff. Example: worked on cache servers setup, testin...
How to Set Up a New Agency
NEEDS TO BE UPDATED: HAPPENS THROUGH PIPEDRIVE Here is a video walk-thru on setting up a new agency:
Offsite Offers - 1 Tap Offer Claim Off Website
Some agency partners would like to be able to use our 1 tap and SMS offer claim tech in their other marketing (example: eblasts). Or maybe they have a...
Special Offer Function - Fire Watchlist
See screenshot below. You can select watchlist as a special function for the Offer's call to action. Now you can highlight our watchlist functionality...
Can we export hashed emails from platform?
How to do it is included in our API documentation: Platform API Documentation
How long after a session do we send the 1st email to location identified shoppers?
When you first enable engagement emails on the platform it will send to visitors that were seen up to a week ago, once it's caught up, it will send th...
Third Party Cookie Questions
Apple Safari and Mozilla browsers have already blocked third party cookies and Google Chrome has announced that it will follow suit in the coming mont...
What are attribution models and which one should I use
https://agencyanalytics.com/blog/marketing-attribution-models
How do privacy iOS changes affect the platform
Apple will roll out a series of changes aimed at enhancing consumer privacy. These changes are generally focused on privacy enhancement within the App...
How can I make the watchlist fire from a banner/link/etc
Currently our watch list technology only appears on pages that have been pre-set by the team to fire on. Generally the new vehicle SRP. In these cases...
How do I integrate CDK DMS for a website
Dealer begins the process by registering at our CDK eStore URL, using their CDK credentials: https://portal.dealersuite.com/eStore/faces/pages/custome...
How do I restart a trial for a website
Go to capcom websites list Find the website you want to start a trial for, click Manage Click Start 21 Day Trial Subscription
How does sales attribution work
Please do not share this outside of the company without first talking to @Garrett Roach 1. A properly installed tracking tag on the stores website for...
How does Client Command compare to ignite
Lot of differences... They have to have access to the dealership's DMS. They build "ideal client profiles" from this data and 3rd party data overlays ...
What is Platform Email Cadence
It tests all the visitors it knows against these conditions: It finds individuals who have been on the site within the past week but not within the pa...
How Does Top Interest Category Assignment and Engagement Flow Work?
Initial Question asked by L2T Agency... Question posed: If a customer looks at multiple pages on the website with our pop ups, which offer appears in ...
How do I setup invoicing for a subscription?
From the billing section of the website’s account choose Payment Methods If you have sufficient privileges you can Create Invoice Payment Method Cre...
How does Geolocation Tracking Work
Historically, types of geolocation in the marketplace have been of a couple different flavors: IP Address-based Fingerprint / Cookie-based IP Address-...
I want to upload creative for my agency/account/website
You now have the ability to upload your own reusable creative items for your Agency or a specific Account in your agency or even a specific website in...
How do I setup eLead integration
👉 ELead Integration is done through "Fortellis", their app marketplace Fortellis: eStore URL : https://portal.dealersuite.com/eStore/faces/pages/cus...
Single Send & Transactional Email Templates in Hubspot
The HubSpot single send & transactional emails feature allows us to send a custom 1:1 email to a customer from hubspot Build out the look and feel and...