External FAQs for Source Reports are found here: Source Reports
Q: What is the Sales ID and Matched Digital ID?
A: These are internal identifiers used to link offline sales to digital sessions. Structure is proprietary.
Public answer article: What are the Sales ID and Matched Digital ID?
Q: Can we modify columns or add customer names/campaign names?
A: No. Source Reports is fixed. Customer names are never exposed (PII). Campaign attribution is MTSA Pro and higher only.
Public related article: Can I view attribution by Campaign in Source Reports?
Q: Can we upload service customers (Xtime/DriveCentric)?
A: No. Service matching is MTSA Pro and higher only.
Public related article: Can I request attribution for Service Customers in Source Reports?
Q: Do you provide the match rate?
A: No. The match rate is not disclosed in our Dashboard. For PRO and PRO+, CSLs may choose to disclose it if they wish.
Q: What support is included?
A: Source Reports includes limited support: definitions and access help only. If a dealer pushes harder, Ops should route to Sales with an upgrade Call to Action.
Public related article: What support is included with Source Reports?
Q: What type of customer questions may Ops answer?
A: Only basic, non-technical questions (as it relates to data). All MTSA-level questions route to Sales.
Q: Can I switch my free source?
A: No, your free source is your permanent free source. Additional sources are available for a monthly fee.
Public related article: Can I switch my free source?
Q: When will my report be available?
A: After you have completed our Onboarding process, Source Reports are usually available in the middle of the following month after data collection, processing, and matching takes place. When your data is ready, you will receive an email notification with a link to login to our Clarivoy Dashboard where you can view your Source Report.
Public related article: When will my Source Report data be available?
Q: What data access does Clarivoy need for Source Reports?
A: Website traffic, leads (from CRM) and sales (from CRM).
Public related article: What data access does Clarivoy need for Source Reports?
Q: What is an any-touch attribution model?
A: An “any touch” model looks to see if the source had any touchpoints at all in the buyer’s purchase journey. Whether there was 1 touch or 20 touches, the same amount of credit is given. If a dealer is a “data junkie” then he/she may want to upgrade to a fractionalized model. The any-touch model is great for dealers that want to know if a given source played a role at all in the buying process.
Public related article: What is an any-touch attribution model?
Q: Is my data safe?
A: Clarivoy complies with the GLBA safeguards rule and has implemented and maintains appropriate safeguards to protect Customer Information. Our data processing controls and protocols are available upon request.
Public related article: Is my data safe?