Sales Handoff

1. VP of Sales or CSL is to complete the AA Client Onboarding form - https://forms.monday.com/forms/9887c1861c78b1622ba2a1d2efee067d?r=use1 
   (Edit version: https://clarivoy-squad.monday.com/boards/1894652534/views/62058240 )
   1. 🚨 Once form is completed it will create a line item on the AA Ops Overview board.

Sales Pipeline

1. Sales should follow the normal Hubspot Leads Process and send items to the Sales Pipeline board.
2. Follow normal process for Sales Pipeline: Sending to Properties Board

DMUI Property Setup

In order to Send to Properties board, you must first create at least 1 of the Properties.

1. SPECIAL FLAGS FOR AA TBD - Opened ticket to ask Product/Engineering:  https://clarivoy-squad.monday.com/boards/732313044/pulses/13095056862
2. For Sales + CRM Leads Processing:
   1. If dealer is on MTSA = Set the flags the way you normally would for MTSA
   2. If dealer is not on MTSA = Set the flags the way you normally would for Source Reports (this is required in order to get Sales ingested)

Clarivoy Properties Board

1. Follow normal Clarivoy Properties Board processes (including, but not limited to, filling out out all pertinent information, verifying Property IDs, verifying Client IDs).
2. For now, manually set Processing Status to Onboarding when onboarding begins.
3. For now, manually change  Processing Status to Active once onboarding is completed.

AA Ops Overview board

AA Ops Overview Monday board - CAN WE COMBINE WITH THE AA MEASUREMENT BOARD??

1. Once form is completed it will create a line item on the AA Ops Overview board.
   1. Assign CSL, if they are a SA customer the same CSL should be selected. If not a SA client, the Product Manager will be the CSL.
   2. Link the SA/TVA Property, this will mirror the Property ID from that board.
      1. If they are not a SA/TVA client the assigned person should create a Client and Property in the DMUI and email the client the Clarivoy tag.
         1. Should we create another Product and Subscription type on the Clarivoy Properties board?
         2. Should we have an onboarding survey to collect (like SA) their DMS, CRM, CT partners?
         3. Should we assign a CSL and/or the Product Manager if we ad to the SA/TVA board?
      2. If AutoTrader is going to be used switch from IM Customer/Conquest/Retargeting to Autotrader Customer/Conquest/Retargeting
         

Onboarding Board

1. Assigned person to create a new AA Onboarding board for the client by creating a duplicate from the “AA Onboarding Project - Client”
   
2. Enter the client ID, Property ID(s) and Domain(s) in the header
   
3. Begin with the General Client Account Setup section, all tasks to be completed by the AA Product Manager
   1. Review item on Ops overview and make sure all fields are completed, change status to Done when completed
   2. Confirm setup in DMUI, change status to Done when completed
   3. Confirm Clarivoy tag is present and firing, change status to Done when completed
   4. [screenshots needed]

Onboarding Tasks

Technical Account Setup

1. Trade Desk - tasks to be assigned to AA Product Manager
   1. Create TTD Pixel
      1. From the Authenticated Audiences advertiser account click on Data on the far left, then Universal Pixels
         
      2. Then click Add Universal Pixel
         
      3. The Pixel name should be the group name, if a single rooftop enter that name. Then map the group and all the child site domains with the Description as Other and click Create Pixel.
         
      4. Copy the code to the clipboard and create a Support task for Dan. Include the code, domains and client ID when creating the task.
         
      5. Once confirmation that the code has been applied, check to see that all the mappings are firing. The mappings are working correctly when the Hits are greater than zero, change status to Done when completed.
         
   2. Data & Creative Gathering
      1. If client is going to onboard their historical data the CSL should be assigned to the send the Send AA - Data & Creative Onboarding email template task from the Emails & Activities
      2. When creative is received save to Dropbox>Clients & Partners>[client folder]>Programmatic>Campaigns
         
      3. If we are going to gather internally, set the status to Skip on the Send "AA Data & Creative Onboarding" task and assign the Ops Specialist to the "Pull Back Data via Integrations" task and enter the Data Date Range, select the Data Source (example VinSolutions) and set a due date for three business days. Ops Specialist will add the files to the Files field for each item once completed and change status to Done and an automation will notify assigned CSL.
         1. Should the Ops Specialist, or another person, upload the files via Flatfile? 
            
   3. Technical Account Setup - LiveRamp tasks to be assigned to AA Product Manager
      1. See Programmatic Onboarding/Refreshing 1P Data 

Campaign Setup

1. Create a subtask on the AA Ops Overview - Onboarding New Customers group for Kaylee and outline the setup within the conversation bubble.
2. Create tasks for Kaylee on the AA Creative Ad Ops board, assign to Kaylee and fill out all other fields. Due date should be three days out and create link to where creative is saved in Dropbox. Then link the creative items on the AA Ops Overview board.
   
3. The naming conventions for the Campaigns, Ad Groups and Audiences should be followed from here - https://docs.google.com/spreadsheets/d/1X9O-2ur5MNo02Ss8CQFxy8XtQdHnbsrFBQaBXip1ess/edit#gid=2075027458
   1. 1. Outline should include
      1. Budget and percentage split between ad groups.
      2. The 1P audience names that have been imported from LiveRamp
      3. How the in-market audience should be setup
      4. Geographies
4. . Kaylee to change status to Done when completed 
   1. 🚨 An automation will notify the CSL.
      
5. Once campaigns have been created, confirm ads have been trafficked, change status to Done when completed.
6. When onboarding is completed move AA Onboarding board to AA Onboarding - Completed folder

Sales and Leads Data Setup

* Not sure if an Onboarding Task exists for this on the Monday OB board template, but this step is required for active processing.

Set up or Verify existing Data Integrations for:

• DMS Sales
• CRM Leads

if dealer is not on MTSA, we need to set these integrations up.

1. For now, create an ad hoc Rocketlane project
2. Invite the dealer
3. Add the appropriate tasks based on their DMS + CRM
4. Assign the tasks to the dealer
5. Work the data integrations as normal.  
6. When each data integration task is completed, verify the task is created on the Monthly Tasks board.

AA Measurement Board

* Need to create Onboarding Task for this

After Data Integration is complete with DMS and CRM:

1. For now, manually create on AA Measurement Monday board. NEED TO AUTOMATE WHEN STATUS=OB. Also create monthly Sales & Leads tasks.
2. Automation should create subtasks for Sales and Leads.
3. Fill in dealer name (ex: Sales - ABC Motors) on subtasks.
4. Link to the Monthly Task board items once they have been created.

Dealer Discovery

* Not sure if an Onboarding Task exists for this on the Monday OB board template, but this step is required for active processing.

1. We need the following information from the dealer for each property:

• DSPs:
  • TTD (The Trade Desk)
    • AdvertiserName
    • AdvertiserID
    • CampaignName
    • CampaignID
    • AdGroupName
    • AdGroupId
  • Other DSPs - TBD
    • Steps for OB = Create impression tag 
• See also:  Information needed from Sales:  AA Client Onboarding Form

TTD - Add to TTD Active Advertiser IDs Google Sheet

* Not sure if an Onboarding Task exists for this on the Monday OB board template, but this step is required for active processing.

1. Obtain the following from the dealer:
   1. AdvertiserName
   2. AdvertiserID
   3. CampaignName
   4. CampaignID
   5. AdGroupName
   6. AdGroupId
2. Add new rows to AA TTD Active Advertiser IDs including all of the above plus property_id
3. Notify Engineering (Nix team via Tickets Board) - need to automate this.

Future: Add Programmatic Onboarding to Rocketlane

Programmatic Measurement Onboarding has not been built in Rocketlane.  Needs include, but are not limited to:

• Verify Subscription exists in RL
• Edit account-level automations to automate adding the correct templates for this Subscription
• Create Form Template(s) to obtain necessary information such as Advertiser Info for TTD
  • See Dealer Discovery section above
  • Make sure to include information from Sales form AA Client Onboarding Form
• Create Discovery Survey Form Template for Programmatic (DMS+CRM)
  • Automate submission of this template to trigger importing Phase 2 Data Tasks task template
  • Automate: Upon creation of DMS + CRM tasks add “for Programmatic” to Task Notes
  • For now, create manual task to link DMS + CRM tasks on the Monthly Tasks board to the AA measurement subitems board
    • Future: Automate this linkage when the Monthly Tasks are created
• Add Form Template(s) [Discovery Survey + Advertiser Info] to the correct Task Template(s) & set dynamic conditions
• Edit Task Templates to set dynamic conditions for all necessary tasks
• Create tasks (probably a separate Task Template) for AA specific tasks - such as:
  1. Add new rows to AA TTD Active Advertiser IDs including all of the above plus property_id
  2. Notify Engineering (who??)
  3. Automate importing this template
• Define what Integration Complete looks like
  • Rocketlane: Create Manual Task to set this
    OR Rocketlane: Automate setting it
  • Rocketlane: Create Manual Task to update Clarivoy Properties board - Processing Status to Active
    OR Automate setting it    (solve for Group Onboarding)
  • Rocketlane: Create Manual Task to update AA Processing Board
    OR Automate updating it    (solve for Group Onboarding)

See Also

• CTV & Programmatic 
• Programmatic Advertising Demystified
• AA Monthly Processing Monday Board
• AA Ops Overview Monday board
• AA TTD Active Advertiser IDs