What: Leads are essentially another way to describe "touchpoints" - which is every time a potential buyer comes in contact with one of your marketing efforts. The best leads are customer records that contain emails and phone numbers, or as much personally identifiable information as possible. From an email click, to a phone call from paid search, to a shopping session on an inventory listing site - we gather as much intel as we can!
Why: Our mission is to map out your customer's entire purchase journey so that we can tell which of your marketing tactics are actually leading to sales. To do so, we need insight into every touchpoint along the way (not just the first or last touch). The more complete leads we collect - the more likely we are to find your buyer behavior and match it to a sale!
How: If you use any of the following Marketing vendors, please click to see specific step-by-step instructions.
Otherwise, please use the chart below as your guide to build your leads report.
Email Marketing Leads Files - Requirements
- Please send a report of all Email Opens during the specified timeframe.
- Include only customers who opened the email.
- Ensure that the required fields (below) are present in your file.
- List one impression per row
- Acceptable formats are .XLSX (Excel) or .CSV (Comma separated values)
- Please name your exported file with the dealership name, month(s) and year(s).
Example: ABC Automotive - Jan-Feb 2024 - Email Opens.csv
Once you have built the report, please export the data and securely upload the file at https://upload.clarivoy.com/mtsa
| Dealership Name | Name of Dealership | Only required if multiple rooftops are combined in one file |
| Date | Date of event (email open or click) | YES |
| Email address of recipient | YES | |
| Campaign | Name of campaign associated with email | YES |
| Full Name | Full Name of prospect | NO* |
| Phone - Home | Home phone number of prospect | NO* |
| Phone - Mobile | Mobile phone number of prospect | NO* |
| Phone - Work | Work phone number of prospect | NO* |
| Street | Street address of prospect | NO* |
| City | City of prospect | NO* |
| State or Province | State of prospect (or Province for Canada) | NO* |
| Zip or Postal Code | Zip code of prospect (or Postal Code for Canada) | NO* |
* Not required but any additional personal information (names, addresses, & phone numbers) will help with matching leads.