Welcome to Aimbase University
Class is in Session: Using Aimbase Optimally for Lead Management
Hosted by: Andrea Pourcillie, Director of Client Success
Daily Tasks
1. Determine if leads are being sent into the system as expected each day.
- Where to Look:
- Leads > Dashboard.
- What to Look for:
- Look at the 14-day trend of lead volume to ensure that there are not one or more days that report 0 leads where there would normally be a higher volume.
2. Determine if your leads are being viewed and properly delivered to dealers.
- Where to Look:
- Leads > View (leads grid) > Filter by Viewed=No.
- What to Look for:
- Leads can be listed as not viewed for two different reasons.
- Lead was successfully sent to the dealer, but the dealer has not viewed the lead. For this scenario, we need to ask, “why didn’t the dealer view the lead?”
- Is the lead being sent to the correct contact at the dealership?
- Is the dealer seeing the leads in his/her inbox?
- Does the dealer realize he/she needs to click the link in the email to view the data?
- The lead notification tried to send, but the effort was unsuccessful. For this scenario, we need to ask, “why wasn’t the lead able to be sent to the dealer?”
- Is there a contact setup at the dealership?
- Is the contact on record a valid email address?
- Lead was successfully sent to the dealer, but the dealer has not viewed the lead. For this scenario, we need to ask, “why didn’t the dealer view the lead?”
- Leads can be listed as not viewed for two different reasons.
IMPORTANT: If the same email will continue to be used that was previously bouncing or invalid, you will need to contact your Digital Account Executive or the Center of Excellence to have that email address re-listed as a safe recipient; otherwise it will continue to bounce.
Weekly Tasks
1. Review recent HIT activity for hidden gems (customers ready to purchase).
- Where to Look:
- Customers > HIT (HIT grid).
- What to Look for:
- This is a little bit of an art form to find hidden gems. To get started, it may help to look for individuals who have a Last Lead Date more than three (3) months old and have a high change in score. Identify these people and click through to their prospect timeline to identify which pages they’re viewing and how they’re interacting with your brand’s content.
Monthly Tasks
1. Review dealer notifications grid to identify missing dealer contacts.
- Where to Look:
- Dealers > Notifications.
- What to Look for:
- Identify dealers on the list who are not setup to receive (at minimum) a Lead to contact.
2. Review dealer activity report for lead open rate and time to view for prior month.
- Where to Look:
- Reports > Lead Response > Dealer Activity.
- What to Look For:
- Set the date filter to the last month, and click into the Activity tab. Scroll to the bottom of the page and look at the View% column and the Avg Response Hrs columns to find where dealers either aren’t viewing their leads, or are taking a long time to view them.