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This page houses the basics for utilizing the Oz Reputation tool and troubleshooting. See a full breakdown of the tool here:
Oz Rep is a simple tool built for one purpose: getting more customer reviews for your business. Using a single form, you can send a review request to any customer's phone number. Based on their feedback, they'll be directed either to your review platform of choice (at launch, only Google is supported) or they'll be asked to give constructive feedback that goes right to your team for response.
When your account is created for you by an admin at your organization, you should receive a welcome email that has a personalized link for setting up your password for your new account. By clicking the link in the email, you'll be taken to a simple form for creating your password. Once created, you'll be redirected to the login screen where you can then log in with your email and your new password.
If you forgot your password and need to reset it, click theForgot Passwordlink on the login page. Enter your email into the form, and an email will be sent that contains a link for resetting your password. You will receive an email with the subject name "Password reset request". Follow the instructions in that email.
If you think the user may already exist, try searching for their name!
From here, click the grey Create A New User button at the top of the user list, which will take you to the user creation form. Now simply fill out the basic information for the user, including their name, email, a generic default password (they will get prompted to create a new, secure password when they first go to the app), and their user level.
Once you've created the user, they will get an automated welcome email with a specialized login link that will prompt them to create a new password. The email also contains basic "how-to" information and a link to this documentation for better understanding if needed.
Once logged in click, the Request a Review button on the homepage. If this is your first time sending a review request, Oz Rep will ask you to set your default store. Once set, you won't have to worry about choosing your store from the list in your organization every time. But don't worry, you can still change what store you're sending the review request for at any time!
Now simply enter the customer's name and their phone number, and they'll receive a specialized text message with your review request.
Oz Rep will keep track of the specific store/rooftop in your organization that you send reviews for so that you can send review requests faster. But sometimes you may need to change which store in your org you want to send a review request for. There are two ways to go about doing this.
On the same page where you send review requests, you can click the Change Store button in the upper center of the screen and find your store from the list of your organization's stores.
From the home screen, click the Change My Store button to be taken to the list of all stores in your organization. You can search or scroll the list to find your new store, then simply click on it to update your default.
Now the next time you go to send a review request, it will be on behalf of your newly updated default store!
Important: You can no longer create or edit short names. Short names and URLs that already exist will still work. Click here for more information.
Content Coming soon. Thank you for your patience!
Referrals are now as simple as the press of a button! The YAG Referral App allows you to quickly and easily gather information from customers. Where did they hear about us from? Who are friends and family that would be interested in our current deal? No one wants to spend a ton of time on referrals, and this app takes care of that.
Below is a breakdown of how the app works and how easy it is to get those referrals!
Tap on “Start a session”
2. Select your Dealership
3. A list of options that contain all the places we currently advertise will come up. (Here the customer can select multiple options)
4. Then scroll down and tap “Submit Survey”.
5. The next page is where the customer can add their referrals. Shoot for at least 3 but there is room for more!
6. The top of the page will display your custom offer for your customers, friends, and family.
7. Tap “Submit”. All referrals will feed into VinSolutions or Client Socket.
This page houses the basics for utilizing the Client Socket tool and troubleshooting. For new hires please direct them here, to the learning center, to train on how Client Socket works.
Client Socket is an easy-to-use, web-based CRM (Customer Relationship Manager) that can help you and your team keep track of your most important people: your clients. Client Socket was built with simplicity at the forefront of its design and we continue to refine it every day.
In order to ensure data security and privacy, each organization using Client Socket has its own completely separate version of the tool. With that in mind, we have created a home base for users to find which version of the tool they have logins for. This is located at www.clientsocket.com. Select the Login option from the main screen. That will navigate you to this page:
Simply enter your email address associated with Client Socket and click Find your Accounts. It will then display your account pictured below.
Now all you need to do is select the specific site that you need to log in to and it will direct you to the page to enter your password.
If you are not able to log in with the current password you are trying you can reset that password by selecting the Forgot Your Password? option.
Type in your email address and select "Send Password Reset Link".
An email will be sent to you to reset your password. Click the "Reset Password" button in the email and enter the new password.
This password reset link is only valid for 60 min.
Because user management is an ability that only admin users have, you'll begin by finding the Users the section in the admin navigation.
Once you've navigated to the user section, you'll begin by clicking theCreate Userbutton in the upper right. This will take you to a form with all the fields that relate to a user. From there, you'll enter the user's name and email, as well as set their initial password.
It's a good idea to encourage your new users to change their initial password after logging in for the first time. Security first!
Set up the Users Role, if they Recieve Leads, and if they Work with Clients.
Sometimes it seems as if you are not getting all leads, or you notice an event is happening but you haven't seen a lead for that event. A quick way to check on this is to test the lead form in question.
Fill out the form making sure that it is apparent that it's a test lead, and submit the form.
Example: First name Test, Test@test.com, 555-555-5555, in the comments "This is a Test"
It can take a bit of time for the lead to populate but if it hasn't populated after 20 minutes then the lead is not coming through. It could be one of two things: The website, or Client socket.
If you use ARI for your website provider please go to the next Tab Labeled "ARI Leads"
If you DO NOT use ARI please continue in this tab.
Please send in a ticket to our Help Desk with the following information:
The URL to the form that the lead should be coming from.
The time frame that you submitted the lead.
Please included any troubleshooting that you may have already completed before reaching out.
First sign in to your ARI account at: ARI
Hover your mouse over "Leads" on the left-hand column and then click "Leads" in the expanded menu.
Here you can see if the lead came through the website. If you are not seeing the lead in the list, then you will need to reach out to ARI. You can find their Tech Support information on the ARI Dashboard:
If you are getting the leads in ARI but are not getting the leads in Client Socket please send in a ticket to our Help Desk with the following information:
The URL to the form that the lead should be coming from.
The time frame that you submitted the lead.
Please included any troubleshooting that you may have already completed before reaching out.
If you are getting a 500 Server error when trying to use Client Socket, there could be several different issues leading up to that error. Please send a ticket to the Help Desk with the following information:
Screenshots of the error
The URL
What device are you using? Computer, phone, etc.
What browser are you using? Have you tried more than one browser?
The time that the error occurred.
Please include any troubleshooting you may have already done.
Help Center is a central site used to house all information and troubleshooting available for tools that are developed by Oz Marketing's Development team. To start simply select the tool in question.
If you are having an issue in any of these tools listed but cannot find steps on how to resolve that issue please send us a ticket to the Help Desk.
Screenshots of the error.
The URL.
What device are you use? (Computer, phone, etc.)
What browser are you using? Have you tried more than one browser? (Chrome, Firefox, Safari)
The time that the error occurred.
Exact steps taken to produce the error.
Please include any troubleshooting you may have already done.
There are many different things that could cause a problem with your computer. No matter what's causing the issue, troubleshooting will always be a process of trial and error—in some cases, you may need to use several different approaches before you can find a solution; other problems may be easy to fix. We recommend starting by using the following tips.
Write down your steps: Once you start troubleshooting, you may want to write down each step you take. This way, you'll be able to remember exactly what you've done and can avoid repeating the same steps. If you end up sending in a ticket to our Help Desk it will be much easier for us to know the exact steps you have taken.
Take Notes about error messages: If your computer gives you an error message, be sure to write down as much information as possible.
For example, exact steps you took to get to that error message, screenshots of the error message, the browser you are currently using, etc.
You may also be able to use this information to see if anyone else in your team/department is also getting the same error.
3. Always check the cables: If you are having trouble with a specific piece of computer hardware, such as your monitor or keyboard, an easy first step is to check all related cables to make sure they're properly connected.
4. Restart the computer: When all else fails, restarting the computer is a good thing to try. This can solve a lot of basic issues you may experience with your computer.
Sometimes it isn't always clear who you should contact when you run into an issue. If you utilize ARI and Dealer.com as your website providers here is a map that breaks down who to contact. If your issue is not on the map please feel free to contact us by sending a ticket to the help desk and we can help point you in the right direction.
Looking for recent updates? By clicking on the name of the tool below you can find details on the most recent version.
