Automation
Re-Allocation via Rotation
Summary Introduced in the 23.9.1 sprint, the ability to re-allocate a lead to another user in a rotational queue is now available through automations. The most likely scenario for this to be used is outlined below New Lead Recieved and is allocated ...
Custom Lead Fields
Part of the AutoPlay 23.4.1 release included a new feature that can aid OEMs, Dealer Groups and dealerships themselves with allowing for custom information to be saved to a lead Provisioning The custom field admin screen is tied in with the existing ...
Automation - Priority
AutoPlay has identified and enabled certain triggers to have a higher priority in there is a case of a backlog of Automations to process. This is to ensure time sensitive actions are handled with the highest importance. The current list of priority ...
Automation - New Timezone Setting
Prior to 21.2.1 Automation would automatically use the timezone set at the Company Level. This functionality was fine for the majority of accounts within a single timezone, but was lacking for accounts with Yards located in different timezones (i.e ...
Settings - Appraisal Declarations
In 21.1.1 we've added new Appraisal Declaration options to the Vehicle Appraisal Form. These can be managed and customised by dealership or group via Settings>Sales Pipeline Settings>Appraisal Declarations by AP1 users. The details typed in the ...
Automation - Communications
The Communications section can be used to set up either an automated Internal communication to staff or External communication to customers. The 'Type' of comms available to set up are; Email Notification - Internal email notification to other ...
Automation - Actions
For all Automation Triggers there is the ability to complete specified actions instead of sending emails, SMS or in-app notifications; Close Lead As Lost - Will automatically close the lead as lost - can select a Close Reason to be applied here. ...
Automation - Dealer Group Settings
With the popularity of AutoPlay Automation growing we've now added some tools to make it easier to set up for OEM's and Dealer Groups en masse. Instead of having to replicate 20 unique Automation settings for 20 different AutoPlay accounts you can ...
Automation - Filtering and Selecting Leads To Trigger Automation
When setting up Automation you can specify the type of Leads you want to trigger the Automation. You can choose from the below; Yards (select one or multiple yards incl Not Allocated) Users (select one or multiple user incl Not Allocated) Source ...
Automation - Trigger Filters
It possible to set up Trigger Filters to further narrow down the leads you want to include in your Automation Trigger. There are numerous 'Types' available to further narrow down the selection of leads that would trigger your Automation including; ...
Match Captured Electronic Leads To Similar Open Leads
When capturing electronic leads each enquiry the customer makes is treated as a unique lead. Whilst a user with the right permissions can easily merge and find these leads we've now got a setting to automate this process. Under Settings>Company ...
Automation - What Is AutoPlay Automation & Why You Should Use It
With so much activity occurring at a dealership or across a dealer group it can be difficult to ensure that all customers are communicated with at the right time, with the right message. With AutoPlay AUTOMATION we have built in a wide range of ...
Automation - How Can I Use AutoPlay Automation? View A Sample Deployment
Automation is designed to be scaleable up and down to suit your dealership requirements. It can be used for internal comms or to control all your external comms. Check out the sample integration deployment shown below for ideas on how automation ...
Automation - Brakes
Although you can opt out individual leads from triggering Automation there may be times where you want certain actions completed by the customer, or by a user of AutoPlayAuto.com to prevent the Automation from triggering. For this purpose AutoPlay ...
Automation - 'Reallocate To Manager' Action
As we continue to expand our Automation offering we've been getting feedback on what dealers want to use Automation for. One of the tools that many dealers believed would help them manage their sales team was the ability to automatically reallocate ...
Lead Allocation - Rostered Days Off
As of 20.8.1 it is now possible to set up 'Rostered Days Off' when using the automatic rotation with the 'Use Manager Rotation' setting enabled. Rostered Days Off need to work in conjunction with the function allowing the automatic rotation of new ...
Automation - Blackout Periods To 'Queue' or 'Suppress'
For certain automation settings it may not be desirable to trigger either internal or external notifications outside of business hours. In 20.8.1 we have introduced the concept of 'Blackout Periods'. This allows dealerships to set up the time ...
Automation - Automated On Demand or Monthly Live Leads & Email Campaigns
With so much activity occurring at a dealership or across a dealer group it can be difficult to ensure that all customers are communicated with at the right time, with the right message. With AutoPlay AUTOMATION we have built in a wide range of ...
Exclude Individual Leads From Automation Activity
We've now added a manual check box to 'Exclude From Automation' on the View Lead screen. Checking this box on an individual lead will stop any automation activity that would normally trigger on the lead for the duration it is ticked. When unticked ...
Lead Management - Auto Allocate by Rotation
Function Overview When a new lead is captured electronically (via email or API if not specified as belonging to a particular user in the API integration) - Dealers can now set up a Lead Management setting that users a 'Manager Rotation' instead of ...
KPI Target Settings
The Daily Activity Performance Report features targets which can be managed via Settings>Sales Pipeline Settings>KPI Targets. To access the screen you must have the Manage KPI Targets role. Within this screen you can set targets at several levels; ...
Automation - Calendar Event Due
Details Add Automation 'Name' Select Trigger Type 'Calendar Event Due' Set 'Check Trigger Every' settings From 5 minutes to 30 minutes From 1 hour to 8 hours From 1 day to 90 days Set 'Check Trigger' time will only apply when the 'Day' setting is ...
Automation - Calendar Event Completed, Created or No Show
On selection of the following Trigger Types: Calendar Event Completed Calendar Event Created Calendar Event No Show Communications Once the Trigger filters have been determined the following Communications types can be selected. Depending on the ...
Automation - Lead Not Updated
This Automation setting is designed for leads that have not been updated for 'x' period of time. A notification can be sent to alert a 'x' User. Details Add Automation 'Name' Select Trigger Type 'Lead Not Updated' Set 'Check Trigger' settings From ...
Automation - Lead Progress Not Updated
This Automation setting is designed for leads that are sitting in the same 'Progress' state for 'x' period of time. Multiple Progress items can be included or excluded. Details Add Automation 'Name' Select Trigger Type 'Lead Progress Not Updated' ...
Automation - Email/SMS Failed to Send
OverviewThis allows the Dealer to specify the type and recipient of Notification when and Email or SMS has bounced or failed. In the example below; The Trigger is Email/SMS Failed To Send When this trigger is meet then an SMS Notification No Delay ...
Automation - Customer Replied to Email / SMS
Communications Once the Trigger filters have been determined the following Communications types can be selected. Depending on the Type selected there are delay, template and user type options that need to be selected. Email Notification Delay (From ...
Automation - Test Drive Completed
When Test Drive Complete is set as the Trigger the Communications option will display. Communications Once the Trigger filters have been determined the following Communications types can be selected. Depending on the Type selected there are delay, ...
Automation - Lead Progress Sold
When Lead Progress Sold is selected then the option of selection an action type of Actions Once the Trigger settings are met, then the option of selecting an action type of either to Create a Calendar Event or Close Lead as Lost. ...
Automation - Lead Created
On selection of Lead Created t, the 'Trigger Filters' section will display allowing users to determine what Closed Type reasons are included or excluded. Trigger Filters If you wish to exclude Closed Lost leads that have been closed with reason ...
Automation - Lead Overdue / Stalled / Inactive
The following definitions apply; Lead Overdue - Lead that has failen into 'Overdue' Lead Stalled - Lead that has fallen into 'Stalled' Lead Inactive - Lead that has not been touched No lead updated date No calendar events No progress updated No ...
Automation - Lead Closed Won
If you wish to communicate automatically with any lead that has been Closed as 'Won' you can select the trigger 'Lead Closed Lost'. This enables dealerships to set up specific emails/sms to go to any lead closed won . It is also possible to set up ...
Automation - Lead Closed Lost
If you wish to retarget any lead that has been Closed as 'Lost' you can select the trigger 'Lead Closed Lost'. This enables dealerships to set up specific emails/sms to go to any lead closed lost. It is also possible to set up Email Campaigns or ...
Overview - Automation
The 'Automation' Settings screen will allow Dealers to setup actions, for example an Email Response that are triggered by certain events such as closing a lead as won or lost. Dealers can set the Timeframe the action is taken and the Standard ...
Pre-Set Appraisal Reconditioning Costs
Re-conditioning Items are available for specific groups - currently Boat, Car and Motorhome with Dealers having the ability to have a set of default sub-items applied to their account or create their own. Only users who have the 'Lead Manager ...
How To Set Up Communication Channels
If you have the Privacy Enhanced role you will be able to set up different Communication Channels to record the topics and methods that your customers are willing to be contacted by the dealership. If you have the Company Admin role you can create ...
Special Offers
In AutoPlayAuto.com it is possible to set up certain listings to display with an 'Incentive' or 'Promotion' You can specify what the offer is for, and what types of vehicles will display the banner via the 'Special Offers' screen. When active and ...
How To Manage Campaign Filters
When you send a Live Leads eDM you can build a custom recipient list from your leads - see MORE. Once you've entered the criteria for your custom list it can be saved for future use. Whenever a filter is saved it will be available to manage via the ...
How To Manage Lead Sources
Overview Lead Sources can be accessed via Settings>Sales Pipeline Settings>Lead Sources in the main navigation menu. To view the Lead Campaign Settings screen you will need to have the Manage Sources and Campaigns Role enabled. When flagged as a ...
Write Up Fees
You can set up Write Up Fees via Settings>Sales Pipeline Settings>Write Up Fees if the user is ticked as a manager in the Role Management - Lead Manager Admin. The Fees screen allows you to give your Fee a name and 'Default' cost which can be applied ...
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