Automatch Communication (Ad Spend Instruction email)

PRO/PRO+ Automatch Email

PRO/PRO+ - For the first month only (except Downgrades)

1. When Monday board Processing Status=Automatch in Progress
   1. ✴️ Zapier updates the RL project field Monthly Processing Status to Automatch in Progress to mirror this.
   2. 🚀 When the RL project field Monthly Processing Status changes to Automatch in Progress, Rocketlane sends a project chat to the dealer with instructions on how to enter the Ad Spend in the DMUI. This also gets sent to the dealer as an email notification.

PRO/PRO+ - For subsequent months

CS NEEDS TO DOCUMENT THE NEW PROCESS INVOLVING THE Client/Property Master Board

STARTER/BASIC Automatch Email

1. When Monday board Processing Status=Automatch in Progress
   1. ✴️ If Property Status=Integration Complete / Processing 1st Month), Zapier updates the RL project field Monthly Processing Status to Automatch in Progress to mirror this.
   2. 🚦 A Make scenario Starter Automatch Email sends an email to the dealer with instructions on how to enter the Ad Spend in the DMUI.

Client Ready Communication (Your Data Is Ready email)

PRO/PRO+ Client Ready Email

PRO/PRO+ - For the first month only

1. ✴️ When Ops Overview Status is set to Verify Prod, Zapier (Monday to RL - Ops Overview - Processing Status (PRO/PRO+)) updates the RL project field Monthly Processing Status to Verify Prod to mirror this.
   1. 🚀 If the RL project field Monthly Processing Status gets set to Verify Prod and First Report Delivery Date IS blank... Rocketlane sends a project chat to the dealer notifying them that their data is ready and they can login to view it. This also gets sent to the dealer as an email notification.

PRO/PRO+ - For Subsequent months

CS NEEDS TO DOCUMENT THE NEW PROCESS INVOLVING THE Client/Property Master Board

STARTER/BASIC Client Ready Email and Verify First Month Data

STARTER/BASIC - Verifying First Month Data

1. 🚨 On the Prod Date, if the Monthly Processing Status=Automatch in Progress, Monday automations will change the Monthly Processing Status to Verify Prod. Verify Prod is the signal for CS to login to the dashboard and verify that the dealer has data.
   1. When Monday Source Reports Properties board Monthly Processing Status=Verify Prod,
      1. ✴️ Zapier updates the Rocketlane Project field Monthly Processing Status to Verify Prod (For groups: Only 1 Monday board item in a group has the RL project ID on it, so only when that 1 item is flipped does the RL project status get updated.)
      2. 🚀 Rocketlane automations send a notification to the Project Manager reminding them to create logins.
2. Project Manager - Login to the Prod Dashboard and verify the data is visible and looks good
3. Project Manager - Create the login and mark the Login completed in the RJ project (the Login task is new as of November 2024, so some existing/older Starter OB dealers may not have this task, but it still needs to be done)
4. Project Manager - Set the Monday Source Reports Properties board Monthly Processing Status to Client Ready. *** If it is a GROUP, ensure you flip the Monthly Processing Status for all of the group items. ***
   1. ✴️ Zapier updates the Rocketlane Project field Monthly Processing Status to Client Ready (For groups: Only 1 Monday board item in a group has the RL project ID on it, so only when that 1 item is flipped does the RL project status get updated.)
       

STARTER/BASIC - For ALL months

1. When Monday Source Reports Properties board Processing Status=Client Ready and Main POC Email is not blank...
   1. 🚦 A Make scenario Starter Client Ready Email sends an email to the dealer notifying them that their data is ready and they can login to view it.
   2. This status also triggers 🚨 Monday automations to create a connected "delivery" tracking item on the MTSA Starter/Basic Monthly Deliveries board. This is for dashboard reporting purposes of how many deliveries were made each month.