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SalesPoint Quick Reference Guide

(ZB970)

SalesPoint Support Options Access Online Help


The following support options are available: To see more detail on how to perform the tasks
noted in this guide, access the online help.
• Call—FordDirect Technical Support Center at
1-866-762-3673. 1. From the navigation bar, click Help .
ƒ Option #1—DealerConnection
Select for support with your dealer website,
business hours updates, and ALM program.
ƒ Option #2—SalesPoint
Select for SalesPoint support.
ƒ Option #3—FordDirect
Select for support with lead issues and
FordDirect products or sponsored programs.
• Email—SalesPointSupport@reyrey.com
Please allow 48 hours for a response to email.

2. Access the help you need from the Contents


Login Options or Index list, or use the Search function.

NOTE: You must first obtain a WSLx ID from


Ford at 1-800-790-4357 prior to gaining User Types
access to SalesPoint. You cannot login
without the WSLx ID. This is the same ID The user type assigned to a user controls the access
you use to access FMCDealer.com. rights of the user.

To access the Secure Web Logon screen, do one of You can set up multiple ISM user accounts but only one
the following: can be a primary. The primary ISM has exclusive rights
to various setup screens and reports. For more
• Enter salespoint.dealerconnection.com in your information on the primary ISM, refer to online help.
browser address field.
NOTE: The ISM and ISR user types are set up by
Note: If you receive the message, “Sorry, we
default.
cannot log you in at this time…” when
accessing the site from your Favorites User Type Description
list, enter the URL directly into the ISM Internet Sales Manager—
browser address field. administrator of the lead
management tool at the business
• From the FMC Dealer website, click the Lead
level.
Management & Reporting link.
ISR Internet Sales Representative—
Once you access the logon screen, do the following: manages prospects, generates
reports, and creates events at the
1. Enter your WSLx ID in the Userid field. business level.
2. Enter your Password.
3. Click Login.
Set Up a New Primary Internet
Sales Manager (ISM)
NOTE: The existing primary ISM is set up by default.
To set up a new primary ISM:

• Create a new user account for the new Primary


ISM.
• Call 1-866-762-3673, Option #2 to have the
new user changed to the primary ISM and the old
ISM inactivated. Expect a one day turn-around.

ZB970 v9.0 / 2007 COPYRIGHT© 2007. The Reynolds and Reynolds Company (“Reynolds”). All Rights Reserved. 1
SalesPoint Quick Reference Guide
(ZB970)
Set Up Automatic Lead Assignment
Set Up a New User Profile
(ALA) Rules
NOTE: By default, the primary ISM has access to
set up new users. NOTE: Only ISM user types have access to this
function.
1. From the navigation bar, click Settings . Use this feature to automatically distribute incoming
2. Click the User Profiles link. leads by lead source or vehicle make as they arrive
into SalesPoint. You can set up ALA rules for one or
3. Click Add User Profile.
more users.
1. To Start/Stop ALA rules:

• From the navigation bar, click Settings .


• Click the Automatic Lead Assignment
link.
4. Enter the information for the new user.
• Click the Temporarily stop automatic
Note: Ensure you include the user’s WSLx ID. A lead assignment for your dealership link
user cannot login if this ID is not set up. to stop ALA as shown here.
5. Click Save to activate the new user account.
At this point, an email that contains login
instructions is sent to the new user.

Send Remote First Quality


Response 2. To set up Internet Lead ALA rules:
FQR is the first email response to a lead. Sending • Click the Internet Lead Source panel.
an FQR is required to stop lead response time from
accumulating. You can send an FQR directly from
SalesPoint or remotely, which is called RFQR.
Use Remote FQR to respond to a new lead from an
email address outside of SalesPoint. This can be
your home email address, another application, or
the email address for another device.
• Click Add Rule .
1. From the navigation bar, click Settings .
• From the Choose an Internet lead
2. Click the User Profiles link. source drop-down list, select a lead source.
3. Click the user to modify.
3. To set up remaining leads by vehicle attributes:
4. Click to select the Enable Remote FQR
• Click to select New Vehicle Rules or Used
checkbox.
Vehicle Rules.
5. In the Remote FQR Email Address field,
enter the address of the application or device
that is to receive the email.
When an email is sent to the remote FQR email
address, and you reply, the email is recorded in the
customer’s event history file. Lead response time
stops accumulating. Do not change the Subject line
to ensure proper tracking.
• Click Add Rule .
Note: Emails are only recorded as an FQR if the
lead was sent from Ford Motor Company • Click to select the vehicle make radio
button and then make your selections from
the drop-down list.
Trigger Events 4. Click to select the checkboxes of the users
Use the Apply Action drop-down list at the bottom of (participants) who are to receive the leads
the Customers page to create the following events: from the source.
• Email (Individual) 5. Click Save.
• Bulk Email 6. Click Close.
• Delete 7. If you are ready to use the ALA rules, click the
• Reassign Temporarily stop automatic lead assignment
for your dealership link to start ALA.
• Merge
• Print

ZB970 v9.0 / 2007 COPYRIGHT© 2007. The Reynolds and Reynolds Company (“Reynolds”). All Rights Reserved. 2
SalesPoint Quick Reference Guide
(ZB970)
Forward Lead Emails Insert an Image in an Email
NOTE: Only the primary ISM has access to set up To send an image in an email that the customer can
forward lead email addresses for users. access and use:

Set Up 1. Open or view the image in a Web browser


window.
To set up a user so they can forward new or in- 2. Right-click on the image and then select
process lead inquiries to another email address: Properties.
3. Highlight the URL address. For example, you
1. From the navigation bar, click Settings .
would highlight the text
2. Click the User Profiles link. http://www.dealership.com/images/logo.gif.
3. Click the Business Settings button. 4. Right-click the highlighted text and then select
4. At the Lead Forward Email Address field, Copy.
enter the address you want lead email to be
sent. 5. Click Email to open your email window.

6. Click New .
7. Click the area of the email page where you
Note: If this field is not present, call want the image to appear.
1-866-762-3673, Option #2.
8. Click the Image icon on the toolbar.
5. Click Save. 9. Click inside the Type in a URL to a photo on
the Web field.
Forward a Lead Email 10. Press Ctrl+V to paste the URL in the field.
To forward a lead email: 11. If you want a border around the image, click to
select the Display a border around the
1. Click Customers . image link checkbox.
2. Click the customer name. 12. Click Insert.
3. Click the Forward Lead button.

Create and Send Bulk Email Prevent Email Identified as SPAM


To send email messages to a set of selected Below are some tips to avoid having your email
customers: identified as SPAM.
Draft the subject line carefully.
1. From the navigation bar, click Customers .
2. Select the customers to which to send email. • Ensure a subject line is on every email.

TIP: To select multiple customers, click the • Start the subject line with a business name.
Select All button at the bottom of the • Keep the subject line short.
screen. Or, select individual lines by
pressing Ctrl and clicking the selection • Avoid ALL CAPS or excessive punctuation.
box on the far left. • Avoid words such as “Free,” “For You Only,”
“Guaranteed,” and “Save.”
3. From the Apply Action drop-down list, select
Bulk Email. • Avoid any phrases or words with sexual
4. Click GO. connotation.

5. Enter your message or select a predefined Draft the body of the message carefully.
email message from the Template drop-drown
list. • Avoid overuse of ALL CAPS or excessive
punctuation.
6. Click Send.
Note: The status of “Pending” displays on the • Avoid phrases such as “Click Below,”
Customer’s event history while in the Without a credit check,” “Do it today,” or
process of sending the bulk email. This “Have you been turned down…”
can take several minutes. Check the
status before attempting to send again.

ZB970 v9.0 / 2007 COPYRIGHT© 2007. The Reynolds and Reynolds Company (“Reynolds”). All Rights Reserved. 3
SalesPoint Quick Reference Guide
(ZB970)
User Profiles Email Addresses Basic Troubleshooting
The following table describes the various email fields Before calling technical support, there are a few
that display on the User Profiles page: basic steps you can take to resolve issues you may
be experiencing.
Field Description
Left Side NOTE: In most cases, you need to be logged on
User Email The user’s SalesPoint email to your computer as the Windows
Address address. This is the email Administrator to perform these steps.
address that is presented to 1. Select Tools | Internet Options.
customers and used for
correspondence purposes 2. In the Temporary Internet files section:
within SalesPoint. • Click Delete Cookies and click OK.
Welcome Email The email address where the
Address Welcome Email containing • Click Delete Files and click OK.
details regarding the initial • Click Settings…, click View Objects…,
login is sent. right-click and remove each item in the
Forward Email To The email address where all Downloaded Program Files window.
incoming email to SalesPoint
will be forwarded. The original 3. Click OK to close the Internet Options window.
recipient still receives a copy of 4. Close the current Internet Explorer (IE)
the email in his/her inbox. session.
Remote FQR The email address to which
Email Address SalesPoint sends a remote 5. Open a new IE session.
FQR. After the user replies to 6. Log back into the application.
the email, SalesPoint forwards
the FQR to the customer, If you require further assistance, you can refer to
updates the customer’s event Troubleshooting FAQs in the online help or call
history, and stops lead 1-866-762-3673, Option #2.
response time.
Right Side
Notification Email An email address for the user’s Common Windows Issues
pager, cell phone, or PC to
receive notification of new Issue Fix
leads, reassigned leads, or XML error on Download the current version of
task reminders. page Microsoft XML Parser (MSXML)
Alternate Reply-To An alternate email address for from:
Address the user to receive customer http://msdn.microsoft.com/XML/
replies. XMLDownloads/default.aspx.
ActiveX 1. Click Start | Settings | Control
controls not Panel.
enabled 2. Double-click Internet Options.
Business Settings Email Addresses 3. Click the Security tab.
4. Click Custom Level.
NOTE: Only the primary ISM has access to this
5. Under ActiveX controls and plug-
function. ins, click to select the Enable
The following table describes the various email fields radio button for each setting.
that display on the Business Settings page: 6. Click OK.
Pop-up blocker 1. Click the Pop-up blocked warning
Field Description enabled information bar.
Lead Forward Email address to send the 2. Click OK in the dialog box.
Email Address forwarded lead emails. 3. From the pop-up menu, select
New Lead Email address of the assigned Always Allow Pop-ups from this
salesperson to receive lead Site.
alert emails. 4. Click Yes to save your override
4 Hour Enter the email address here setting.
for the person who is to receive A page will not If you are using Windows 2000 or an
email alerts when four hours load older version, download MDAC 2.8
elapse without an FQR created from:
for the new lead. http://msdn.microsoft.com/data/
9 Hours Enter an email address here ref/mdac/downloads/default.aspx.
for the person who is to receive Blank page with
See Basic Troubleshooting.
email alerts when nine hours red X
elapse without an FQR created “Object does
for the new lead. not support this
See Basic Troubleshooting.
process or
Note: To enable the New Lead, 4 Hour, and 9 Hour method” error
fields, click to select the Send Lead Alert to
Decrypt failed-
Email Address(es) checkbox. See Basic Troubleshooting.
SP locks up

ZB970 v9.0 / 2007 COPYRIGHT© 2007. The Reynolds and Reynolds Company (“Reynolds”). All Rights Reserved. 4