Frequently Asked Questions

We want to ensure you are equipped with the best website knowledge possible before, during and after your DI website launches! Go ahead and sign up to interact with a training specialist/coaching specialist to walk you through all things website! We will walk you through all things website; plugins, tips and tricks to make sure you are ready to rock with your DI website! Once you complete and attend this training workshop, you will be among the best in website training.

Head here to complete training: https://calendly.com/dealer-talk/dealer-talk - you can register and attend our live website workshop or you can view the most up to date recording of that workshop here: Dealer Talk Previous Live Recording . Once you complete training, and once your site goes live, you will get access to your Dealer Inspire website!

Some of our pages are built on Site Builder. Because this template can be more involved, we require training before unlocking Site Builder capabilities. For unlocking access to Site Builder, please go to Getting Started With Site Builder. 

If you would like to unlock your Homepage, please watch Site Builder Home Page .

Sometimes automated Wordpress emails are sent to your SPAM folder. We recommend you check there first. If it’s not there, you may need to whitelist our emails. If this still doesn’t work, ask Support/your Performance or Project Manager/your Trainer to check which email is registered for you in the backend of the website.

Use the checklist below to troubleshoot. If you follow these steps, you should be able to receive chat notifications:

HOW TO SET UP TO RECEIVE CHAT NOTIFICATIONS

❏ Login to Conversations

❏ Install Chrome Extension (desktop only, not on mobile)

❏ Navigate to the Chat Screen (Click Your Name > Chat), not on your profile or in Account Admin

❏ Set Yourself to Available

❏ Set hours correctly (on mobile)

The following must be done by an Admin:

❏ Check everyone is added to a Team, and to the correct teams 

❏ Set Team’s Hours Correctly

If you are still unable to receive chats, reach out to either Conversations Support or Training.

Are you live with Conversations? If yes, either Conversations Support or Training may be able to help! If you are not yet live with Conversations, reach out to Fulfillment!

Only Admins can take over chats. And they cannot take over the chats of other Admins.

To create a templated response (Hotkey): 

❏ Login to Conversations

❏ Click your name > Account Admin

❏ Select Hotkeys on the left, then Add New

❏ Fill out the following fields: 

❏ Hotkey Name

❏ Location

❏ Category

❏ Hotkey (shortcode)

❏ The text of your Hotkey

Don’t be afraid to use those variables on the side for Conversations to automatically pull in the correct information, regardless of the dealership or dealer sending the message!

Variables: 

<<agentName>> First and last name of the agent 

<<agentEmail>> Agent email address 

<<agentPhoneNumber>> Agent phone number 

<<dealershipName>> Dealership name with dealership group 

<<locationName>> Dealership name only 

<<dealershipPhoneNumber>> Dealership phone number

Check out our How-To doc on creating Hotkeys for more information!

You must have at least three pieces of information in the lead form (to the right of the chat) filled out by the time the chat is ended for the lead to automatically send to the CRM. If you did not have three pieces of information when the chat ended, you will need to manually click the Save to CRM button.

This is the Ability for the shopper to apply zip code specific tax impact to their working payment. You can choose to always include taxes in your OS payments, never include taxes, or take advantage of the new setting that allows the user to choose to apply taxes by entering their zip code. In action: https://share.getcloudapp.com/ApuYmEGX

Online Shopper Leads are sent to the dealer’s CRM containing customer data. The leads must be sent to the dealer’s CRM so that the captured customer information can be retrieved and action on them can take place. Online Shopper is a lead generating product the dealers will add to their existing websites. Online Shopper captures a lot of information on the customer and what vehicles they like, making Online Shopper leads of the highest quality compared to other lead sources.

There is a 10-15 minute delay from when the customer becomes idle after creating their garage to the lead being sent to your CRM in order to ensure we capture all of the information the customer is submitting. Sometimes, after seeing monthly payment amounts, the customer goes back and makes changes.

• If you change the CRM email address to which we’re sending the lead then we will need to make those updates
• Check with your CRM provider

You must be a Group Admin, Dealer Admin, or Manager to manually add fees or upgrades to deals. While in a customer’s garage, turn off the Automatic Payments Toggle located on the right. You have just switched to Manual Mode. While in this mode, you can scroll down to find Upgrades and Fees. Choosing the dropdown arrow next to each will allow you to Add Upgrades/Fees or edit existing ones. Don’t forget to save your edits when you’re done (located at the top of the screen).

You must be a Group Admin, Dealer Admin, or Manager to change the user permissions of other Agents. To do this, click your name in the top right corner and select Users. From here, search for the user you’d like to change permissions for, and select the three dots on the right to Edit. From here, you can update the Role for listed dealerships.

There are multiple ways to assign deals. One way is to check the box next to any deal, and then click Assign User from the banner that appears at the bottom of the screen. To assign to you, you can click the dropdown arrow next to Actions, and choose “Assign to Me”. Finally, you can assign a deal from a customer’s garage while in Automatic. This will appear on the left when you are in the garage.

Blocks and components on existing pages cannot be deleted by Dealer users, and must be deleted by our Support Team.  Email support@dealerinspire.com along with the URL and component or block that you would like to have removed. If you’d like to learn more about editing Site Builder pages, please check out our Site Builder video: Getting Started with Site Builder

For unlocking access to Site Builder, please go to Getting Started with Site Builder .

If you would like to unlock your Homepage, please watch Site Builder Home Page 

Once you complete SB training please email support@dealerinspire.com and they will unlock your new level of access.

Once you complete SB training please email support@dealerinspire.com and they will unlock your new level of access

1. Standard - Standard access is the default that is given to all dealers. This does not include Site Builder editing capabilities.
2. Plus - Plus access includes SIte Builder editing capabilities.

Please email support@dealerinspire.com and someone will be in-touch or you can utilize Conversations in the bottom right corner of The Dash and select the Support Team to chat with and someone from the Support Team will be with you right away!

You can either access the credit application through the backend of your Dealer Inspire website, or head directly to https://secure.dealerinspire.com/.