Multi-dealer support

The Dashboard page can be used to view results from one or more of your authorized dealers.

1. The dealership you logged in to is pre-selected and only data from this dealership initially appears in the Dashboard.

2. To see data from other dealerships in your multi-dealer group, select one or more names from the 'Dealers' list of authorized dealerships (to a maximum of 8). The dealer name(s) appear at the top of the page:

3. Click "Apply" to add the new data to the Dashboard. Click "Reset" to reset to the primary dealership.
4. Click x beside a dealer name then "Apply" to remove its data from the Dashboard. There must always be at least one dealer selected.
5. The panel of today's statistics shows the cumulative data for all selected dealerships.
6. Campaign tiles appear for all selected dealerships but each tile is dealer-specific:

Note: A campaign and its tasks only belong to one dealership.

The Tasks page can be used to view campaign tasks from any one of the dealers in your multi-dealer group. The default is your logged in dealer.

Note: The selected dealership is synchronized between the Tasks, Campaigns, Script, Messenger and Search pages and stays the same when moving between them. When switching between pages, always check that you are still working with the expected dealer.

When working in the Tasks page:

1. Use the drop-down list to select a dealership name from your list of dealers.
2. Select one of the dealer's campaigns from the campaign list, as usual, to see its associated tasks.

The Task Details page for a campaign task clearly shows the customer's primary dealership so that you can refer to it in your communications:

When scheduling an appointment from this page, you have the flexibility to select which of your dealerships you want to book it with, although the default is the customer's primary dealership.

Like on the Dashboard page, you can select one or more dealerships' data to include in your report (to a maximum of 8).

Note: The list of selected dealerships is synchronized between the Reports and Dashboard pages so you can move between tabs without having to re-select your dealer(s).

All reports that are 'by campaign', as in the example above, have a Dealer column as campaign data is dealership-specific.

In addition, reports showing campaign details include the selected dealer name in the heading:

On the Campaigns pages, the Dealer Administrator can select one dealership they want to work with from the 'Dealers' list.

Note: The selected dealership is synchronized between the Tasks, Campaigns, Script, Messenger, Search and Config pages and stays the same when moving between them. When switching between pages, always check that you are still working with the expected dealer.

The Dealer Administrator can also copy campaigns from one dealer to another as described below, reducing the effort needed to set up a campaign across multiple dealers.

Multi-dealer Campaign Copies

Complete campaigns can be copied from one dealer to any other dealers that the user is authorized to work with, as long as the campaign type is available for the target dealership. For example, a recall campaign could not be copied to a dealership that is not configured for recall campaigns.

Note: The multi-dealer campaign copy process is not used if you are copying a default campaign as default campaigns can only be copied for use within the existing dealership.

 

To initiate a multi-dealer campaign copy:

1. Go to the Campaigns tab for the dealer you are copying from.
2. Select (click on) the name of the campaign to be copied. The campaign information appears on the right.
3. Click "Copy".

If you are authorized for multiple dealers, a ‘Copy Campaign’ window appears and is used for creating a copy for either the current dealership or other dealer(s) as described next.

 

In the Copy Campaign window:

1. To simply create a copy for the current dealership, select the first option - the current dealership - then click “Copy”. Modify the campaign configuration as needed then click “Create” on the last Configuration page as usual. The new campaign appears at the bottom of the campaign list with ‘(Copy)’ appended to the name.

2. To create a multi-dealer copy, select Other Dealers then select the dealers you want to copy to (maximum of 8).
3. If desired, the following configuration options can be set at this point for all the multi-dealer copies:
   • Copied campaigns will be set to active
   • Copied campaigns will be shown on the dashboard

4. Click “Next”. A message appears confirming the copy and reminding the user which data is not included with a multi-dealer copy:

5. Click “Copy” then “OK” in the confirmation window to complete the multi-dealer copy.

6. To see the results of the multi-dealer copy, switch to one of the selected dealers. Note that the campaign appears at the bottom of the campaign list with ‘... COPY FROM {original dealer}’ appended to the name.
7. All campaign configuration settings and scripts are included with the multi-dealer copy with the noted exceptions. Note that the campaign start date is set to tomorrow, and the end date is blank. Make adjustments if necessary to tailor the campaign for each dealership.

Note: The copy script feature described next is included in the multi-dealer campaign copy by default. The copied script appears with the copied campaign configuration with ‘...COPY FROM {original dealer}’ appended to the script name. It can also be seen in the Scripts page.

On the Scripts pages, the Dealer Administrator can select one dealership they want to work with from the 'Dealers' list.

Note: The selected dealership is synchronized between the Tasks, Campaigns, Script, Messenger, Search and Config pages and stays the same when moving between them. When switching between pages, always check that you are still working with the expected dealer.

The Dealer Administrator can also copy scripts from one dealer to another as described below, reducing the effort needed to set up a campaign or script across multiple dealers.

Multi-dealer Script Copies

Any phone, email or text script can be copied from one dealer to any other dealership(s) that you are authorized to work with.

Note: The multi-dealer script copy process is not used if you are copying a default script as default scripts can only be copied for use within the existing dealership.

To initiate a multi-dealer script copy:

1. Go to the Scripts tab for the dealer you are copying from.
2. Select (click on) the name of the script to be copied. The script information appears on the right.
3. Click “Copy”.

If you are authorized for multiple dealers, a ‘Copy Script’ window appears as described next and is used for creating copies for either the current dealership or other dealer(s).

 

In the Copy Script window:

1. To simply create a copy for the current dealership, select the first option and click “Copy”.
   • Modify the script as needed then click “Create” to save it to the current dealer’s list. It will have ‘(Copy)’ appended to the script name.
2. To create a multi-dealer copy, select Other Dealers then select the dealer name(s) to copy to (maximum of 8). Click “Copy” then click “OK” to confirm and close the window.

3. After completing a multi-dealer copy, you can switch dealers to see the new script in its script list. It will have ‘...COPY FROM {original dealer}’ appended to the name.
   
   Note that all text, script variables and language versions are copied to the new script(s). Make configuration adjustments as necessary to tailor it for each dealership.

On the Messenger page you can select one dealership you want to work with from the 'Dealers' list.

Note: The selected dealership is synchronized between the Tasks, Campaigns, Script, Messenger, Search and Config pages and stays the same when moving between them. When switching between pages, always check that you are still working with the expected dealer.

In addition, the following notes apply specifically to the Messenger page.

If you switch to the Messenger page directly from the Tasks, Campaign, Scripts, Search or Config page where you have been working with a specific dealer:

• If the dealer is enabled for two-way messaging, the Messenger data for that dealership appears.
• If the dealership is not enabled for two-way messaging, a message appears:
  
  "Messenger functionality is not enabled for {dealer name} dealer"
  
  The page defaults to an authorized dealership that is enabled. Switch to another name from the list of dealers as appropriate.
• Only dealerships enabled for two-way messaging can be selected from the list. Other dealership names are disabled (grayed-out).

Note: The Messenger tab appears even if only one dealership is enabled for two-way messaging.

On both the Search and Config pages you can select one dealership you want to work with from the 'Dealers' list.

Note: The selected dealership is synchronized between the Tasks, Campaigns, Script, Messenger, Search and Config pages and stays the same when moving between them. When switching between pages, always check that you are still working with the expected dealer.

If looking for a customer or vehicle on the Search page, as shown in the example, you may need to search each dealer individually to find the results you want.