This process is for dealers who are not already active Clarivoy customers.
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1. Welcome Email & Sign ADUAAfter validation of a report request, the provided dealer contact receives an email from Clarivoy Data Team <datateam@clarivoy.com> requesting that they sign the Advertiser Data Use Agreement. View Screenshot - ADUA Request Email
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2. Onboarding Activation + Platform AccessAfter signing the ADUA, onboarding is activated within 1–2 business days. The dealer then receives an email from customersuccess@clarivoy.com to: • Begin onboarding tasks View Screenshots - Onboarding Platform Invite Email & Welcome Email
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3. Website Tag Approval & ImplementationDealer receives an email from datateam@clarivoy.com (with the website provider CC'd). They must Reply All with the word "APPROVED" so the Clarivoy tag can be installed on their website. The tag is used to track customer visits. View Screenshot - Tag Approval Email |
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4. Dealer Discovery Survey TaskIf Leads and Sales Measurement was requested by Spectrum: View Screenshots - Survey Invitation Email & Survey  |
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5. Leads and Sales TaskIf Leads and Sales Measurement was requested by Spectrum: • Login Task: Dealer creates a CRM login for Clarivoy. Clarivoy will pull leads and sales files. • Upload Task: Dealer receives upload instructions. Dealer will send leads and sales files.* View Screenshot - Example Leads Task  |
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6. Onboarding Complete & Report ProcessingOnce the Onboarding Tasks are complete and the campaign measurement window has ended, Clarivoy will request Impression Logs from Spectrum. After receiving the Impression Logs from Spectrum, Clarivoy matches advertising impressions with shopping activities and provides report data to Spectrum. The Spectrum Advertising representative will review the data with the dealer. |