Phase 2 Start

🚀 When the Discovery Survey task (part of Phase 1 template) is completed, Rocketlane will import the appropriate Phase 2 templates (via account level automation):

• Pro/Pro+/Canada: Phase 2 - Pro/Pro+ data tasks and Phase 2 - Pro/Pro+ CS tasks
• Starter/Basic: Phase 2 - Starter data tasks

Web Traffic Tracking Guide [Phase]

Web Traffic Tracking Guide - PRO ONLY

Task in Rocketlane = Web Traffic Tracking Guide.

1. CS Specialist to mark task in progress when dealer is onboarding
2. Dealer to mark complete when done.

Third Party Data Sharing Agreement [Phase]

Third Party Data Sharing - PRO

Task in Rocketlane = Third party Data Sharing Agreement

Customers must complete the Third Party Data Sharing Survey and either Approve or Deny sharing their data with the third party marketplaces. If dealers Approve, their summary data appears on the Third Party Impact Reports in the DMUI for the corresponding third party marketplace.

Also See:

• Third Party Data Sharing Processes 
• Third Party Data Sharing Permission Entry 

Existing or Previous Clients:

This process is when an existing client adds new rooftop(s) or a previous client returns.

1. Go to the Third Party Data Sharing board in Monday.
2. Locate the survey results from when the dealer previously completed the survey.
   1. If it was a single rooftop before, change the item name to the Auto Group name.
3. Update the SA/TVA Properties (Rooftop) column to add an additional link to the new rooftop(s).
4. Set the Linked Status column to "Linked".
   1. Permissions for items with "Linked" status will get entered the following morning by an automated process. See: Third Party Data Sharing Permission Entry 
5. Make a note in the Rocketlane task chat that this is an existing or previous client, so the dealer does not need to complete the TPDS survey.
6. Set the Rocketlane task to Completed.

New Clients:

1. CS Specialist to set task status to In Progress when dealer is in onboarding
2. The task instructions provide the dealer with a link to the Third Party Data Sharing surveys (Monday forms: USA form, Canada form).  Dealer should complete this survey.
3. When the survey is submitted, a new line item is created on the Third Party Data Sharing board.
   1. 🚨 When new items are created on the board, Monday attempts to link them to the appropriate items on the Clarivoy Properties board and/or MTSA Source Reports Properties board by matching the dealership name to the property name. This may not always work and may need corrected - see next step.
   2. 🚨 CS Specialist gets a notification when a new item appears on this board.
4. CS Specialist goes to Third Party Data Sharing board and links the properties in the SA/TVA Properties (Rooftop) column.
   1. If a multi-property client group completes the survey only once, that approval is good for the entire client group and should be linked to all stores in the client group.
5. Set the Linked Status column to "Linked".
   1. Permissions for items with "Linked" status will get entered the following morning by an automated process.  See: Third Party Data Sharing Permission Entry 
6. CS Specialist sets the Rocketlane task status to Completed.

Third Party Data Sharing - STARTER

There is no task in Rocketlane for TPDS.
The Starter signup form has a question that covers TPDS and a separate agreement is not necessary.

The dealer's approval or denial is mapped from the Hubspot form to the Sales Pipeline board column Third Party Data Sharing Approval and applies to all sources in the Source columns.

1. 🚨 When items on the Sales Pipeline board are set to WON (which is set by Monday automations after the status Rocketlane and/or Send to Properties Board), if Third Party Data Sharing Approval is not blank, Monday automations clear the value and set it again.
   1. 🚦 This triggers the Make.com scenario Sales Pipeline - Starter TPDS (Third Party Data Sharing) which will:
      1. Create new items on the Third Party Data Sharing board (1 per source) with the correct permissions from the Sales Pipeline board column Third Party Data Sharing Approval.
      2. Link these items to the Sales Pipeline board item (so that the mirror Property ID column is populated on the TPDS board).
      3. Linked Status of the new item is set to "Linked".
         1. Permissions for items with "Linked" status will get entered the following morning by an automated process.  See: Third Party Data Sharing Permission Entry 
      4. If Make encounters an error (Property ID is blank or all Source columns are blank), datateam@clarivoy.com receives an email notification of the error.

Google Analytics Access [Phase]

Google Analytics Access - PRO ONLY

Task in Rocketlane = Google Analytics Access

1. CS Specialist to mark task in progress when dealer is onboarding.
2. Dealer or CS Specialist to mark complete when done.
   1. USA Client ID is 1 to 1570 - set to Google Client ID 1-1570 Directs dealer to share access with support@clarivoy.com
   2. USA Client ID is 1571 and up - set to Google Client ID 1571-1900 Directs dealer to share access with support2@clarivoy.com
   3. USA Client ID is 1901 and up - set to Google Client ID 1901+ Directs dealer to share access with support3@clarivoy.com
   4. Canada - set to Google Canada Directs dealer to share access with support_canada@clarivoy.com
3. When we receive a response from the client confirming completion, CS Specialist sets Task Status to Completed.

Confirm Taxonomy [Phase]

Confirm Taxonomy - PRO ONLY

1. CSL - Check web taxonomy data that we are receiving. See if dealer is using UTM tagging. 
2. If needed, get UTM campaign names from dealer in order to classify data. 
3. CSL to set the Confirm Taxonomy task status to Completed.