Clarivoy Clients (Auto Group/Company) Monday board

Table of Contents

Overview Creating New Clients Board Items Automatic Client Creation Manual Client Creation Data Transfer to Postgres and TreasureData

Overview

Monday Board: Clarivoy Clients (Auto Group/Company)

Clients are Auto Groups or parent companies. The clients on this board should mirror what is in the Clarivoy DMUI.

This board links to Clarivoy Properties and Source Reports Properties.

Key required columns include:

Name = should match the Company Name from the DMUI
AKA = If the dealer goes by another name, place it here
Client ID = should match the Client ID from the DMUI
DMUI Client Name (for the tag) = should match the Client Name from the DMUI (all lowercase, no spaces or punctuation, as used in the Clarivoy web tag)`

When you link the property in the ACTIVE Properties link column, the CSL from Properties board and Active Subscriptions columns will automatically populate (mirror columns). The Contacts are linked from the Contacts Board to the Clarivoy Properties board, then mirrored to the Clients board.

Client Types

SMALL/SINGLE 1-3
MEDIUM GROUP 4-9
ENTERPRISE 10+

Creating New Clients Board Items

Automatic Client Creation

On the Sales Pipeline board, Sending to Rocketlane and/or the Properties board is a responsibility of Support (CS Support for MTSA, Ops Support for Starter/Basic Source Reports and CDP Enterprise). See Sales Pipeline: Sending to Rocketlane or Properties Board for the full process.

On the Sales Pipeline board, the following columns (plus others not relevant to this process) are required before you can change an items's status to Rocketlane or Send to Properties Board:
1. Client ID = should match the Client ID from the DMUI
2. Company Name = should match the Company Name from the DMUI
3. DMUI Client Name (for the tag) = should match the Client Name from the DMUI (all lowercase, no spaces or punctuation, as used in the Clarivoy web tag)
🚨 On the Sales Pipeline board, when an item's status changes to Send to Properties Board, a Monday Workflow will:
1. Search the Clarivoy Clients board to see if a matching client already exists (using the Client ID)
2. If a matching client exists, the Sales Pipeline item and subsequently created Properties board item are automatically linked to the existing Client:
  1. Sales Pipeline = linked to client in the DON'T MODIFY - Clarivoy Clients (Auto Group/Company) column
  2. Clarivoy Properties = linked to client in the ACTIVE Client link column
  3. Source Reports Properties = linked to the client in the ACTIVE Client Link column
3. If a matching client does not exist, one is created on the Clarivoy Clients board. The Sales Pipeline item and subsequently created Properties board item are automatically linked to the newly created Client:
  1. Sales Pipeline = linked to client in the DON'T MODIFY - Clarivoy Clients (Auto Group/Company) column
  2. Clarivoy Properties = linked to client in the ACTIVE Client link column
  3. Source Reports Properties = linked to the client in the ACTIVE Client Link column

Manual Client Creation

You can manually create a client on the Clarivoy Clients board. When doing so:

Search by CLIENT ID to ensure that the client does not already exist before creating it!
The Item Name should match DMUI Company Name field.
If dealer goes by another name, put it in the AKA column. For example: The client with Company Name=DCD Automotive Holdings Group also goes by the name “Boch Automotive” so that value was placed in the AKA column.
You must fill in the Client ID = should match the Client ID from the DMUI
You must fill in the DMUI Client Name = should match the Client Name from the DMUI (all lowercase, no spaces or punctuation, as used in the Clarivoy web tag)

Data Transfer to Postgres and TreasureData

Airflow DAG: transfer_csl_client_property
Schedule: Daily, 4:00 AM EST
Product/Engineering Documentation: Data transfer from Monday to PG and TD

In order to separate the Tag Anomalies email by CSL, it was necessary to sync CSL assignment data between Monday and Postgres.

⚙️ A scheduled engineering DAG runs daily at 4:00 AM to transfer CSL assignment for Properties and Clients to the Postgres tables on the backend. This enables the Tag Anomalies email to be separated by CSL (as previously requested by CS Team).
If there are errors, they are output as Slack messages:
1. Clarivoy Properties board - #customersuccess channel - CS team owns data on this board and should make any corrections necessary for errors
2. Clarivoy Clients board - #customersuccess channel - This board is shared between all teams. Whoever created or edited the client in question should make the correction
3. Source Reports Properties Board - #ops-team channel - Ops team owns data on this board and should make any corrections necessary for errors
CS Support and Ops Team should be watching for these alerts daily and taking action to correct the data as needed.
1. Ensure that the Property ID on the Properties board is correct and matches what is in the DMUI
2. Ensure that the Client ID on the Clarivoy Clients board is correct and matches what is in the DMUI
3. Ensure that the Property is linked to the correct client (we have frequently seen users link to an incorrect client with a similar name - e.g. there are 5 different McGrath auto groups and at least 3 different Capital/Capitol auto groups across the country)