 | OVERVIEW The new ‘In Market Leads’ screen is located within the 'Sales Pipeline' section in the main nav menu. The function allows Dealerships and Sales People to automatically match leads captured previous when new listings are added, or the price of an existing listing is decreased. |
ROLE MANAGEMENT
The In Market Leads screen is visible to any user with the ‘In Market Leads’ role. If a user is ticked as ‘Manager’ within the role the user will receive the daily In Market Leads Report email. The visibility of matches in the In Market Leads screens is linked to the Lead Manager role.
If the user is a Lead Manager they can see matches against leads from users they share the Lead Manager role with. If not ticked as a Manager user sees matches against only leads they have allocated to them.
The In Market Leads screen is visible to any user with the ‘In Market Leads’ role. If a user is ticked as ‘Manager’ within the role the user will receive the daily In Market Leads Report email. The visibility of matches in the In Market Leads screens is linked to the Lead Manager role.
If the user is a Lead Manager they can see matches against leads from users they share the Lead Manager role with. If not ticked as a Manager user sees matches against only leads they have allocated to them.
IN MARKET LEADS PREFERENCES & SETTINGS
The In Market Leads screen can be set up at the Dealership/Yard level or for individual users.
1. If the In Market Leads role is enabled but no Settings or Preferences are established the matching criteria will default to the below;
The In Market Leads screen can be set up at the Dealership/Yard level or for individual users.
1. If the In Market Leads role is enabled but no Settings or Preferences are established the matching criteria will default to the below;
2. The Dealership can also choose to customise the criteria that determines the matching via SETTINGS>SALES PIPELINE SETTINGS>IN MARKET MATCHING. The settings selected here will become the default for every user within the account.
Note ticking the Variant, Body Type, Transmission etc will mean that the In Market Leads will only match when there are exact matches for all of the fields ticked. If you do not want to risk missing out on matching leads it is recommended you select less rigid matching criteria. It is also possible to select a range for the Odometer, Year and Price.
3. It is also possible for individual Users to set their own preferences for In Market Matching. Users can do this via the PREFERENCES button located on the right-hand side of the IN MARKET LEADS screen. Any selections made here will become the default for the logged in user and will take priority over the dealership/yard wide settings determined in the IN MARKET MATCHING screen.
NOTE – All settings screens available on Desktop Studio only.
Note ticking the Variant, Body Type, Transmission etc will mean that the In Market Leads will only match when there are exact matches for all of the fields ticked. If you do not want to risk missing out on matching leads it is recommended you select less rigid matching criteria. It is also possible to select a range for the Odometer, Year and Price.
3. It is also possible for individual Users to set their own preferences for In Market Matching. Users can do this via the PREFERENCES button located on the right-hand side of the IN MARKET LEADS screen. Any selections made here will become the default for the logged in user and will take priority over the dealership/yard wide settings determined in the IN MARKET MATCHING screen.
NOTE – All settings screens available on Desktop Studio only.
IN MARKET LEADS
The In Market Leads screen is available via SALES PIPELINE>IN MARKET LEADS. In Market Leads are those that the dealership/user has determined might be potentially interested in the new listing/price change. In Market Leads appear in the screen when;
a. A new listing is added and there are leads that match the criteria within In Market Matching or Preferences (new listings require a Price >$0 to match).
b. An existing listing price is decreased and there are leads that match the criteria within In Market Matching or Preferences (either Price or Special Price fields).
The In Market Leads screen is available via SALES PIPELINE>IN MARKET LEADS. In Market Leads are those that the dealership/user has determined might be potentially interested in the new listing/price change. In Market Leads appear in the screen when;
a. A new listing is added and there are leads that match the criteria within In Market Matching or Preferences (new listings require a Price >$0 to match).
b. An existing listing price is decreased and there are leads that match the criteria within In Market Matching or Preferences (either Price or Special Price fields).
MATCHING IN MARKET LEADS
The In Market Leads screen displays the listing that has been added/price decreased and all of the different leads that have matched based on the criteria set in IN MARKET LEADS MATCHING or IN MARKET LEAD PREFERENCES.
The In Market Leads screen displays the listing that has been added/price decreased and all of the different leads that have matched based on the criteria set in IN MARKET LEADS MATCHING or IN MARKET LEAD PREFERENCES.
Users can then choose to either View the Lead (via the > in Desktop or by tapping on the record in iOS). They can also opt to ignore the lead (user specific) which will remove the lead from being matched against this Listings.
If the salesperson/manager determines that the customer on the matching lead might be interested in this new vehicle they can opt to ADD AS PRIMARY LISTING or ADD AS OTHER LISTING.
This will make the new listing either the primary listing, or one of the secondary listings. Any listing that was previously on the lead will be moved to the Previous Listing section. This information is tracked and will be available in a report in the future*
If the lead is OPEN then the listing will be updated with the Primary Listing. If the lead is CLOSED then a new lead is created with the matched In Market listing.
*Initially only available to AutoPlay but can be accessed on demand. Reporting presentation TBC
This will make the new listing either the primary listing, or one of the secondary listings. Any listing that was previously on the lead will be moved to the Previous Listing section. This information is tracked and will be available in a report in the future*
If the lead is OPEN then the listing will be updated with the Primary Listing. If the lead is CLOSED then a new lead is created with the matched In Market listing.
*Initially only available to AutoPlay but can be accessed on demand. Reporting presentation TBC
NOTIFICATIONS ON MATCHING IN MARKET LEADS
The system will trigger an in-app notification whenever there is a New Listing or Price Decrease that matches with the users leads based on the specified criteria.
The notification is visible on the Home screen within iOS, and also on the Notifications icon on both the Desktop and iOS from the lead Dashboard. The Notification will show the user the listing that has been added/modified, as well as the number of potential matching leads. Clicking on the notification will open up the In Market Leads detail screen.
The system will trigger an in-app notification whenever there is a New Listing or Price Decrease that matches with the users leads based on the specified criteria.
The notification is visible on the Home screen within iOS, and also on the Notifications icon on both the Desktop and iOS from the lead Dashboard. The Notification will show the user the listing that has been added/modified, as well as the number of potential matching leads. Clicking on the notification will open up the In Market Leads detail screen.
If the user is set up as a Manager in the In Market Leads role they will also receive an email every day at 8am with any matching In Market Leads. This email will show all the listings added or those that had price decreases the previous day.
This can be turned off by unticking the user as a Manager in the In Market Leads role as this has no impact on visibility of matching leads. Additionally the user can untick the 'Create Listing Notifications' and 'Send Daily Notifications' options within the Preferences screen.
This can be turned off by unticking the user as a Manager in the In Market Leads role as this has no impact on visibility of matching leads. Additionally the user can untick the 'Create Listing Notifications' and 'Send Daily Notifications' options within the Preferences screen.
If you would like In Market Leads set up for your dealership contact AutoPlay Support on support@autoplay.co.nz or (0064) 9 361 1505.
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