Reference Documents

MTSA Online Sign-Up Forms
Attention! As of January 2026, most new Online Signup forms are created in Hubspo…
Master Clarivoy Data Input Requirements
Table of Contents Table of Contents Changelog Date/Time Formats Multi-Touch Sales…
Ad Hoc Reports for CSLs
Use this pre-formatted document to format raw clicktrails Use this Excel workbook…
Pre Meeting checklist
Review vendor sources (CRM, DMS, CT, etc) Review and update any Call Tracking Cla…
Post Meeting Checklist
Update meeting dates on personal monthly board Recap email, include click trails …
Templates for Email Activities
Clarivoy Web Traffic Guide Hello Please distribute this web traffic tracking gui…
Ask Dealer.com to Add UTM Campaign Tracking
Dealer.com may use Google Ads URL tagging that does not include the campaign info…
Downgrade / Save Opportunities Guide
…
UTM clues to paid search providers
das= Digital Airstrike Digad = Stellantis dealer_vendor=dealeralchemist in the UR…
When and how often does data move
Clicktrails - Refreshes nightly for the prior three completed months. Data ready …
How to read the Attribution Details on the CS QA Page
Property ID Property Name Sales Month Sales Attributed Sales The total nu…
Lists of Customers for External Sharing
1. List of Sites that are Currently Tagged See Looker board: https://clarivoy.clo…
Mobile Device Enrollment Guide
iOS Device Enrollment Guide Download Google Policy app and sign in with Clarivoy …

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