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Dealer OMG × Clarivoy: Managing Your Dealerships Workflow
Overview
Welcome to Clarivoy's CDP Lite platform. This guide walks you through the onboarding process for your dealerships, explains what to expect at each phase, and shows you how to manage your dealerships in the Dealer OMG × Clarivoy CDP Lite Monday board.
What is CDP Lite?
CDP Lite is Clarivoy's cookieless solution designed to help dealerships win back lost website shoppers and re-engage leads across digital channels. Using authenticated IDs instead of third-party cookies, CDP Lite turns anonymous prospects into known customers.
CDP Lite Website Visitors
$99/month per domain
Win back lost website shoppers on any device and every channel. Most dealership website traffic never converts, but that doesn't mean those shoppers aren't valuable. The Website Visitors Audience captures and unlocks the ability to re-engage anonymous shoppers across devices—without relying on cookies—turning passive browsing into active buying intent.
What you'll need:
- Clarivoy web tag (provided during setup)
- Ad Account ID
What to expect:
- Within 2 business days of setup completion, audiences will begin building
- Audiences will be available every Wednesday after onboarding is finalized
CDP Lite Lost Leads
$99/month per store
Not every lead buys right away, but that doesn't mean they're lost forever. The Lost Leads audience identifies shoppers who submitted a lead but never purchased, ensuring dealerships stay connected through digital channels rather than relying on email and phone only.
What you'll need:
- 5 years of sales history + ongoing monthly sales data
- 6 months of CRM lead history + ongoing monthly CRM data
- CRM access credentials (or upload capability to upload.clarivoy.com/cdp)
Timeline note: Lost Leads setup depends on when you provide CRM access to Clarivoy or complete your first data upload.
Your Onboarding Journey
Phase 1: Initial Submission
What happens: You submit dealership details through the [ADD HUBSPOT FORM LINK]. An item is automatically created on the Dealer OMG × Clarivoy CDP Lite board with Status: NEW.
What you'll receive: Email to your contact confirming submission received.
Your next step: Wait for the tag (see Phase 2).
Phase 2: Tag Setup (2 Business Days)
What happens: Clarivoy's operations team creates your account in our CDP system and prepares your tracking code.
What you'll receive: Email with the Clarivoy tag attached. This tag must be installed on the dealers website.
Your action items:
- Install the tracking tag on the dealerships website
- Notify Clarivoy once the tag is live
- Return to the Dealer OMG × Clarivoy CDP Lite board and update the following fields (upon subscribing):
- Subscription 1: Select “CDP Lite Website Visitors”
- Subscription 2: Select "CDP Lite Lost Leads" or "None"
- CDP Destination: Select the destination want audiences sent (Meta)
- Ad Account ID: The dealers Meta Ad Account ID
Timeline: Once the tag is confirmed live and you've filled in the fields above, move to Phase 3.
Phase 3: Dealer OMG Approval
What happens: You review all the information and activate the dealership by setting the status to "Dealer OMG Approved."
Your action items:
- Review all dealership information on the board is correct
- Confirm Subscription 1 and Subscription 2 selections
- Verify CDP Destination and Ad Account ID are filled in
- Set Status to "Dealer OMG Approved"
What happens next: The dealership automatically enters the onboarding phase with Clarivoy.
Phase 4: Onboarding & Activation
What happens: Clarivoy's team finalizes your setup and deploys your audience data to your selected destination.
What you'll receive:
- Confirmation email when setup is complete
- Audiences will be available starting the first Wednesday after onboarding is finalized for Website Visitors
- For Lost Leads, availability depends on CRM data receipt
Your responsibilities:
- For Website Visitors: Ensure the tracking tag remains active on the dealers website
- For Lost Leads: Provide CRM access to Clarivoy or have the dealer upload monthly CRM files to upload.clarivoy.com/cdp
- Monthly reminder: An email on the first of each month requesting the dealers latest CRM file
Timeline: Website Visitors should be live within 2 business days of tag confirmation. Lost Leads depends on CRM access setup.
Phase 5: Active Management
Once the dealership is active, you can:
- Monitor audience performance in your ad platform (Meta)
- Update your subscription choices if needed
- Manage multiple dealerships using the Dealer OMG × Clarivoy CDP Lite board
Managing Dealerships
Each dealership submission is tracked separately on the Dealer OMG board. If you manage multiple dealerships or domains:
- Submit a separate form for each store/domain
- Each will have its own client tag and audience setup
- You can manage all of them in one place on the board
Canceling a Dealership
To cancel a dealership's subscription:
- Go to the dealership item on the Dealer OMG board
- Set Status to "Cancelled"
- Clarivoy will be notified and begin the off-boarding process
Important Details
Data Sources Required
Website Visitors:
- Clarivoy web tag (we provide this)
Lost Leads:
- 5 years of sales data (rolling: 5 years historical + ongoing monthly feeds)
- 6 months of CRM lead data (rolling: 6 months historical + ongoing monthly feeds)
- Option: Upload data manually to upload.clarivoy.com/cdp if you can't provide direct access
Ad Account Information
We need your Ad Account ID for each destination you're using:
- Meta: Provided during setup in our system
Frequently Asked Questions
Q: How long does the entire process take? A: From form submission to active audiences is typically 4-6 business days for Website Visitors (2 days for tag setup + 2 days for onboarding + deployment on Wednesday). Lost Leads depends on CRM access setup.
Q: Can I use multiple destinations with one subscription? A: Yes. As of March 2025, each CDP Lite subscription includes unlimited destinations.
Q: What if I don't have direct CRM access to provide? A: The dealer can upload their CRM data manually to upload.clarivoy.com/cdp. They'll receive a reminder email on the first of each month to upload the latest file.
Q: Can I change the destination after activation? A: Yes. Contact datateam@clarivoy.com to update the destination or Ad Account ID.
Q: What if the tag isn't installing correctly? A: Contact datateam@clarivoy.com with the dealership domain. They can help troubleshoot.
Need Help?
For any questions contact: datateam@clarivoy.com
For more information about CDP Lite: