How to add different lead source names from a website/lead provider as well as customize dealer website forms so they will send separate leads to Selly

Zendesk Admin -

The dealer needs to contact their current vendor and send them this article, the process to change leads is outlined below: 

 

Dealer Problem Examples: 

  1. A dealer wants to have 2 different lead sources from the same provider, for example, a CarGurus Phone or a CarGurus lead 
  2. A dealer wants several forms on their website sent as separate leads for example a credit app lead, a trade-in lead, and an internet inquiry lead

Solution:

Here is the standard XML ADF format every lead provider sends to us. You will notice there is a source field, this is where the customization comes in. 

 

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>

<adf>

    <prospect>

        <requestdate>2020-10-27T19:44:28.43Z</requestdate>

        <vehicle status="used">

            <year>2016</year>

            <make>Mazda</make>

            <model>CX-9</model>

            <vin>JM3TCBEY9G0109078</vin>

            <trim>Signature</trim>

            <finance>

                <method>finance</method>

            </finance>

        </vehicle>

        <customer>

            <contact>

                <name part="first" type="individual">Tom</name>

                <name part="last" type="individual">Smith</name>

                <email preferredcontact="0">tom@gmail.com</email>

                <phone type="phone" preferredcontact="0">214-259-6869</phone>

            </contact>

        </customer>

        <vendor>

            <vendorname>ABC MOTORS</vendorname>

            <contact>

                <name part="full" type="business">ABC MOTORS</name>

                <phone>2148796111</phone>

                <address>

                    <street line="1">103 MAIN FRWY</street>

                    <city>DALLAS</city>

                    <regioncode>TX</regioncode>

                    <postalcode>75247</postalcode>

                </address>

            </contact>

        </vendor>

        <provider>

            <id>example</id>

            <name part="full">Insert Preffered Dealer Source Name Here</name>

            <service>example</service>

        </provider>

    </prospect>

</adf>

 

Where you see the text is highlighted in red will be where the vendor can customize the source name whether it’s “CarGurus” or “CarGurus - Phone” the lead will have a separate source in Selly and can be tracked separately. 

 

The same goes for customization of forms on dealer websites. The vendor just needs to change the source name for each form to what the dealer would like the source to be called and it will be populated in Selly seamlessly, it’s as simple as that!   

 

FAQs:

 

Q1) How long should it take for my vendor to do this? 

A vendor can turn this around in as soon as 24 hours, it is a very small change in the XML

 

Q2) Are any changes needed on the Selly side or do we need to get the Selly team involved? 

No, Selly has set this up where there’s no need to get our development team or support team involved, the other vendor can do 100% of the changes on their side. We work with a common format called XML ADF. 

 

Q3) My vendor says this is too hard, can Selly make a change? 

No, this is the absolute easiest method to change this and requires a very small XML change on the other vendor’s end. This is the standard we work with vendors in this capacity on and we are going off the XML ADF standard every reputable internet lead provider, website, and automotive company works within our industry. 

 

For more information on XML ADF visit this page - https://en.wikipedia.org/wiki/Auto-lead_Data_Format

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