Automating The Appraisal Bidding Process
In 20.10.1 it is also possible to set up the whole Appraisal Offer process to be automated. To facilitate this there is a special trigger available for those with the 'Group Appraisal Visibility' role and group called 'Appraisal Created/Updated'. Using this Trigger the distribution of the initial offer to the dealer and/or wholesale groups can be automated.
Once you've set the trigger you can then add Trigger Filters specific to this automation setting. These Trigger Filters can be used to ensure that the Appraisal Offer email/sms is not sent before the vehicle has qualified to be sent. The filters available are;
- Manager Approved Status - set to True or False, will not automatically send out the Appraisal offer until the Appraisal has been approved by the Manager (via the Vehicle Manager Approval Role)
- Traded Status - set to True or False, will not automatically send out the Appraisal offer until the Appraisal is marked as Traded
Although this Trigger is flexible and can be used to create all sorts of automation when an Appraisal is created, for the purposes of Appraisal Bidding there is a special Action type called 'Create Appraisal Offer'. With this action you can set a time after Appraisal created to trigger, the User the email will be sent from (and the user that receives notifications), the Dealer Group and Wholesale Groups that should receive the Appraisal Offer. Only one Wholesale Group and Dealer Group can be set at a time. If you require multiple Dealer or Wholesaler Groups you can create additional Automation settings.
It is also possible to apply a Brake to your Automation to ensure you do not trigger the offer multiple times. To ensure that it only sends once you must set up a Brake of 'Appraisal Offer Made' - preventing the Automation trigger picking up any changes to the Appraisal Form and resending the offer to your network of wholesalers and the Dealer Group.
When creating an Appraisal Form if you do not wish to send out a Appraisal Offer automatically you can select 'Exclude From Automation' in the Details section of the Appraisals form. This will block this particular form from being sent to Dealer or Wholesale groups regardless of whether the automation was set up to send when approved or traded. Even when Automation is set up you can still send Appraisal Offers manually if required.
Related Articles
Group Appraisal Offers - Sharing Appraisals With A Dealer Group and Wholesalers
NOTE - ADDITIONAL CHARGES MAY APPLY FOR THIS PRODUCT CONTACT YOUR ACCOUNT MANAGER FOR MORE DETAILS At AutoPlay we've always strongly believed that managing the Appraisal process is a key part of managing leads effectively. In previous versions of ...Appraisal Offers - Sending Appraisals to the Appraisal Group and Wholesalers
Set Up Auctions To The Appraisal Group AND Wholesalers Previously the Apprasial Group Bidding process, and the Wholesale Offer process were very distinct and different processes. In 20.10.1 whilst you can still use the Appraisal Group Bidding ...How To Set Up the Make Offer Function on the Appraisal Form
Setting Up the Group Type Set Up Group Type 'Group Account Visibility' Add Make or leave blank to apply to 'Any Make' Set Trade In Offer Time Limit (Hours) - this setting determines how long Dealers within the Group can place Bids on the logged ...How To Add An Appraisal/Trade In To Your Lead (AUS)
THIS SUPPORT ARTICLE IS FOR AUSTRALIAN DEALERSHIPS. IF YOU ARE A NZ DEALER CLICK HERE. AutoPlayAuto.com has a built in Appraisal Form that digitises the Appraisal process. You can create an Appraisal Form within AutoPlayAuto.com one of two ways. ...Make An Offer for an Appraisal
When an Appraisal is created and saved, if it matches the Group Visibility criteria, the 'Make Offer' icon displays in the Grey Sub Header menu On Click of the Icon, the 'Group Offers' section displays and the 'Make Offer' changes to display with an ...