CRM ADF Email
A dealership may configure ADF XML formatted leads to be sent into their Dealership CRM labeled as New, Used, or Service leads.
Setting Up Lead Routing
To setup lead routing during onboarding, enter the Fullpath Dashboard Wizard > Data Integrations > CRM ADF Email
To edit your lead routing, enter your Fullpath Dashboard > click the Settings cog > go to Dealership level settings > CRM ADF Lead Email
You may input multiple lead addresses for New, Used, and Service leads.
Lead Routing on a Group Site
If a multi-rooftop group has Website Engagement or Stand-Alone Chat set up on the group site (johnsauto.com, johnsautogroup.com) routing leads to one of several rooftop CRMs is an option with custom setup.
Let your CSM know if you have multiple stores' inventory listed on a group site as well as a backup lead routing email address in case a shopper converts on a general page or the Fullpath code snippet cannot readily identify which CRM the lead should be sent to. Custom lead routing can take between 3-5 business days to implement.
Fullpath Lead Source Labeling
You may enable the 'include module name' feature to append the onsite widget module name upon which the conversion took place to the Lead Source field.
Example: a conversion which took place on the Test Drive module would come into the Dealership CRM with source labeled as Fullpath / Test Drive (older customers may still see lead source listed as AutoLeadStar).
Conversions which take place on Audience Activation landing pages will also receive a lead source tag which will come into the Dealership CRM as Fullpath /Nurture .
Conversions which takes place within the Fullpath ChatGPT will include a Chat transcript and be clearly labeled as chat leads.
Important to note: When leads are sent into the dealership CRM - they typically include a vehicle of interest. The vehicle of interest is determined by the vehicle which the shoppers actually selects when converting, or the VDP upon which the conversion to place. If a conversion took place on a non-inventory module and before a shopper browsed a VDP, no vehicle of interest will be sent.
Secondary Engagement
Website Engagement offers 3 secondary interactions or engagements. These engagements trigger AFTER a shopper has converted. They don’t require the Shopper to fill out the same contact details again; whatever was provided before will be auto-populated. The shopper would just click the CTA or in some cases add additional information like a date or time in some cases.
- After offer-related modules: Test Drive module is presented
- After Trade In / Service: Book Appointment is presented
- After Test Drive / Premium Test Drive /Book Appointment / Reviews: Get Directions is presented
All onsite WE conversions have a built-in 120 (2 min) delay before sending the lead to the Dealership CRM by design to allow the secondary option to present and the subsequent “conversion” to occur.
Fullpath will trigger 1 ADF with all combined relevant details into the CRM. If the ‘list module name’ feature is enabled, the conversion will be listed under the LAST CONVERSION module, not the first. meaning, the most recent data is what is saved and sent in the ADF.
Email Notifications
You may also input dealership employee email addresses to receive real time notifications when shoppers convert on your website. You may set up the same or different email recipients to receive Sales, Service, or both types of emails when conversions take place on site.
To set this up during onboarding, go to the Fullpath Dashboard Wizard > Data Integrations > CRM Email Notifications
To edit your CRM email notifications after onboarding, enter your Fullpath Dashboard > click the Settings cog > go to Dealership level settings > CRM Email Notifications
Or use this direct link: https://dashboard.fullpath.com/settings/dealership/crm-email-notifications
See video instructions here: