Marketing

Documentation is coming soon. 

Create Promotions

To create a new promotion, expand the Marketing section in the sidebar and click on the Promotions link. On the resulting page, click the Create New button located on the top-right corner of the header bar. This will open the Create Promotion window.

Facebook Tab

This tab allows you to schedule and publish a promotion post on your Facebook Page. To enable publishing, check the Publish on Facebook Page checkbox. You can schedule the post for a future date and time using the Publish On field.

You must select at least one photo to proceed. You can either select photos manually or click Select All to choose all available photos. The same selected photos will be used for Google Business Profile as well.

In the Facebook Post Content box, you can write your own post content or click the Create with AI link. When selected, the system will automatically search for vehicle specifications online and generate relevant and engaging content.

Google Business Tab

This tab behaves just like the Facebook tab. You can enable the Publish on Business Page option and set a scheduled time for the post. The same photo selection applies to both Facebook and Google Business Profile. You can write a different content for Google Business Profile post. If you choose to use AI, it will generate content suited for your Google post as well.

Google Ads Tab

The Google Ads section lets you create an ad campaign for your vehicle. To enable, check the Create Google Ad checkbox. Set a Start Date and an End Date along with the Budget amount.

Unlike Facebook or Google Business posts, Google Ads do not use your selected photos. The system automatically selects the most appropriate image to generate the highest user engagement.

Important Notes

• The Facebook and Google Business tabs only display settings if the respective accounts are connected in the Integrations section.
• If not connected, a link is shown instead of settings. Clicking this link will redirect you to the Integrations page to complete the connection.

Use blue link to select the vehicle that you want to create promotion for. This link opens search window. Search the vehicle in search window and click on Select link. Posts will be created on all selected platforms for the selected vehicle.

Please note that "Select" link in search window is visible only for those vehicles that are in stock. Sold vehicles cannot be selected for promotions.

The Facebook tab allows you to publish your promotion directly to your connected Facebook Page.

To create a Facebook post, check the 'Publish on Facebook Page' box. Once the post is created, this checkbox becomes disabled. You can still edit the content of the post, but you cannot uncheck the box unless the post is deleted. Deleting the post will re-enable the checkbox."

The Facebook post is published on the selected Publish On date and time.

• The selected time must not be more than 15 minutes in the past.
• If a time older than 15 minutes is selected, the post will not be published.
• You can schedule the post for any future date and time.

To create a post on Google Business Profile, check the 'Publish on Business Page' box. Once the post is created, this checkbox becomes disabled. You can still edit the content of the post, but you cannot uncheck the box unless the post is deleted. Deleting the post will re-enable the checkbox."

The post is published on the selected Publish On date and time.

• The selected time must not be more than 15 minutes in the past.
• If a time older than 15 minutes is selected, the post will not be published.
• You can schedule the post for any future date and time.

The Google Ads section contains settings for creating a Google Ad. Once a promotion where a campaign includes Google Ads is published, some settings, such as the start date, end date, and budget, can no longer be edited.

To create a Google Ad, check the 'Create Google Ad' box. Once the ad is created, this checkbox becomes disabled. You can still edit the ad’s start date, end date, and budget, but you cannot uncheck the box unless the ad is deleted. Deleting the ad will re-enable the checkbox.

The budget field defines how much you want to spend on a paid promotion. The value you set in this field spans the promotion's lifetime. For example, if your promotion runs for five days, the system will spend the amount you specify over those five days, adjusting the daily spend automatically. There is no minimum budget setting, but a higher budget is recommended if competition in your area is high.

Note: You cannot edit the budget if a promotion is live.

This module is not available in your country. We are launching it soon globally.

To connect to Facebook, click the Connect button. Click on the Facebook icon, and you will be redirected to its official login page. Follow the on-screen instructions to complete the connection. In some cases Facebook may ask you to claim the page. This is normal. Just click on the Claim link. 

Information We Store

Facebook uses a secure connection system. Upon successful connection, Facebook issues tokens that grant limited access, including an access-token, page-access-token, and your Facebook page ID. Only these three pieces of information are securely stored in our database. We do not retrieve or store any other details from your Facebook profile.

Disconnecting Facebook

Click icon to remove the connection and all associated data from our system.

Signing Up for Google Ads

To sign up for the Google Ads module, click the Connect button and select the Google Ads button in the window that appears. Follow the instructions on the page to complete the signup process.

Removing Google Ads

Once you have signed up for the Google Ads module, you cannot delete it directly from the connections page due to several restrictions. Please contact your account manager if you wish to remove this subscription. Note that this subscription cannot be removed if there are any pending invoices.

Your Business Name, also known as your 'Doing Business As' (DBA) name, is the public identity of your business used for branding and marketing purposes. This name will be used for promotions, so make sure it is correct. Most promotional tools do not allow business names longer than 25 characters, so ensure the length does not exceed this limit.

When a lead is generated through Google Ad, it will automatically be assigned to the selected user. The assigned user must respond to leads instantly to ensure timely follow-up.

The Google Lead Form is part of the Google Ads subscription. When a visitor clicks on a promotion displayed in the Google network, a lead form appears to capture their information, including their name, phone number, and email address. After submitting the form, users are redirected to the designated product URL, enabling them to explore your offerings in more detail.

Leads captured through the lead form are automatically displayed on the Leads page in the CRM, allowing you to manage and follow up with potential customers efficiently.

Attention!

• A Google Lead Form cannot be created until your Google Ads account is verified.
• A lead form cannot be deleted by the user itself. If you no longer need a lead form, please contact your account manager for assistance.

What if the system fails to create a lead automatically?

Rest assured, no lead will be lost. In the event the system encounters an issue while creating an automated lead, it will send the lead details and the error code to all active users via email. If you receive such an email, please forward the error code to your account manager immediately for further assistance. The email will also contain all lead information, so that you can manually create the lead if needed.

Note: This lead form should not be confused with the lead form on the Public Facing Website. Refer to this link to learn more about the lead form on the Public Facing Website.

Web Offers (also referred to as Web Promos) in Dealersip allow you to create automated, behavior-driven offers that appear on your car dealership website based on visitor intent. Unlike traditional website promotions that display the same message to every visitor, Web Offers are intelligent and dynamic. They are triggered by real-time visitor activity tracking and intent scoring.

This feature is designed to convert anonymous website visitors into qualified leads by presenting the right offer at the right moment in the buying journey.

Overview

Web Offers are automated website offers that respond to visitor behavior. They can be configured to appear across the entire dealership website or only on specific Vehicle Detail Pages (VDP). An offer may apply to all vehicles or to selected vehicles only. You can also enable unique coupon generation to increase urgency and improve conversion rates.

A web offer can be include unique coupons for every visitor. Unique coupons allow dealership to track traffic that is coming from the website. For global offers same coupon is displayed to all visitors. Offers that are based on buying intent include unique coupon code for every high intent visitor on your website.

Web Offers integrate directly with the Dealersip CRM and visitor tracking system, ensuring that offer delivery is based on real engagement rather than random display.

How Web Offers Work

When a visitor arrives on your auto dealership website, Dealersip begins tracking behavioral signals such as page views, time spent on pages, scroll depth, number of sessions, vehicle interest, and contact interactions. Based on these signals, an AI-driven heat score and intent level are calculated.

Once a visitor reaches the configured intent level for an offer, Dealersip automatically checks for an eligible Web Offer. If a valid and active offer matches the visitor’s intent and vehicle context, it is displayed.

This ensures that offers are shown strategically rather than randomly, improving both user experience and lead quality.

Offer Types

Web Offers can be configured under two page scopes.

Global Offers appear across your entire dealership website, including the home page, vehicle search results, and Vehicle Detail Pages. These are ideal for dealership-wide campaigns, trust-based incentives, or general promotional messaging such as free RC verification, Free Service For The First Year, or Extended Warranty etc.

Vehicle Detail Page Only (V) offers appear exclusively on vehicle detail pages. These offers may apply to all vehicles if no specific vehicles are selected, or they may apply only to selected vehicles. Vehicle-specific offers are particularly effective for clearing aging inventory, promoting high-margin vehicles, or running limited-time discounts on targeted stock. VDP offers are displayed in two formats. As soon as buying intent reaches the offer trigger level, a banner is displayed in a popup window to seek attention. When website visitor closes that banner then a small non-intrusive and non-distractive banner is displayed right above the lead form.

Intent Trigger Levels

Dealersip calculates buying-intent-level for every visitor on your automotive dealership website. Each Web Offer is configured with a minimum buying intent level. The offer will only display once the visitor’s behavior meets or exceeds this level.

The available intent levels are:

1. Level 1 – Very Low Purchase Intent
2. Level 2 – Low Purchase Intent
3. Level 3 – Moderate Purchase Intent
4. Level 4 – Strong Purchase Intent
5. Level 5 – Extreme Intent (Purchase Ready)

For example, an offer without coupon may be set to trigger at Moderate Intent (Level 3), while an exclusive vehicle coupon may be configured to trigger only at Strong or Extreme Intent (Level 4 or 5). This prevents aggressive offers from appearing too early in the visitor journey.

Integrating Web Offers with Your Auto Dealership Website

By default web promos are auto integrated to your auto dealership website. Dealersip automatically chooses the best place to display offers. However you can contact your developer to customize it to any level.

1. Your developer can place promo banners anywhere in the website as you like. But we recommend to keep promo banners to place at the default place chosen by the Dealersip.
2. You can ask your developer to make the offer as fancy as you want. But we still recommend to keep the promo banner as simple as it can be. Too fancy banners with heavy animations feels intrusive and distracts the visitor mood. So, to main the trust of the website visitor in you, banners should be simple and non-intrusive.
3. If you don't know who your developer is, then you can always contact your account manager.

Offer Display Logic

Dealersip automatically manages how offers are displayed to prevent overlap or confusion. At any given time, a maximum of one All Pages offer and one Vehicle Detail Page offer can be displayed. If multiple VDP offers are eligible, vehicle-specific offers take priority over general VDP offers. All offers respect their configured active status and time window based on the dealership’s time zone. This logic ensures a clean and professional presentation on your dealership website.

Best Practices

For optimal results, use All Pages offers to reinforce trust and dealership-wide benefits. Use Vehicle Detail Page offers for high-intent visitors who are actively evaluating a specific vehicle. Avoid triggering aggressive discount messaging at low intent levels. Keep offer messaging concise, value-focused, and conversion-oriented. Monitor performance using Dealersip CRM analytics to refine your strategy.

SEO and Conversion Impact

When used correctly, Web Offers can significantly improve lead generation, vehicle inquiry conversion, test drive bookings, and overall customer engagement on your auto dealership website. Because offers are intent-driven, they enhance user experience rather than interrupt it.

Important Notes

Offers are displayed only when visitor intent meets the configured trigger level. A popup offer will not repeatedly appear during the same session once it has been shown. Inactive or expired offers are automatically excluded. All time validation is calculated using the dealership’s configured time zone.

To create a Web Offer navigate to Marketing section in the navigation side bar and click on the Web Offers link. This will open the Web Offers page. To create new web offer, click on the "Add New" button at the top right side on the header bar. If you are unable to find the link then you can always ask Bella, it will give you the direct link.

The Offer Scope setting determines where and how an offer is presented to your website visitors. When set to For Bella Chat Agent Only, the offer will not be visible anywhere on your website. It will be exclusively controlled by Bella AI, which decides when to present the offer during a conversation based on user intent and context. This is useful for personalized, conversational selling. When set to Website and Bella Chat Agent, the offer becomes available to both systems. In this case, your website’s intent tracking can display the offer directly on relevant pages, and Bella AI can also present the same offer during chat interactions. This ensures maximum visibility and increases the chances of conversion through both passive browsing and active conversation.

Offer Name is your internal identifier for the Web Offer inside Dealersip. This name is not displayed on your auto dealership website and is used only for management, reporting, and tracking purposes within the system.

You may enter any descriptive name that helps you easily recognize the purpose of the offer. For example, you may name it “February Clearance Campaign,” “High Margin SUV Push,” or “RC Verification Promo – Q1.”

Choose a clear and meaningful name so that when reviewing analytics, modifying offers, or managing multiple active campaigns, you can quickly identify the correct Web Offer.

Banner Headline: This text is displayed as the main heading in the website offer banner.

It should be clear, compelling, and concise, as it is the first element visitors notice when the offer appears.

The headline cannot exceed 120 characters to maintain a clean and professional layout and to avoid a crowded appearance on your car dealership website.

Banner Text: This is the main body content of the Website Offer banner. It explains the offer in more detail and supports the headline.

The banner text cannot exceed 280 characters to ensure readability and maintain a clean layout across desktop and mobile devices.

Both the Banner Headline and Banner Text are critical for capturing attention and keeping the visitor engaged. The message should be clear, benefit-focused, and action-oriented.

Example: “Reserve this vehicle today and get a complimentary Car Wash and detailed service inspection report. Limited-time dealership offer available only for serious buyers.”

Active: This dropdown allows you to control whether the Website Offer is currently live on your dealership website.

If you select No, the offer is deactivated and will stop being shown to new visitors. Please note that deactivation is not immediate for users who are already browsing your website. The offer may continue to appear for existing sessions and will fully stop showing once visitors return after approximately 25 to 30 minutes.

All Website Offers are automatically deactivated once their configured end date has expired. No manual action is required after the expiry period.

Page Scope: This is a critical setting that defines the type of Web Offer you are creating and where it will appear on your dealership website.

1. Global (All Pages): If you choose this option, the offer will be displayed throughout your auto dealership website. This includes the home page, inventory pages, search results, and vehicle detail pages. The exact placement depends on how your website developer has configured banner areas. If no custom placement is defined, Dealersip automatically displays the offer in the most suitable and conversion-friendly positions.

Please note that Global offers are not intent-based. They are shown consistently across the website regardless of visitor behavior or intent level.

2. Vehicle Detail Page Only (VDP): If you select this option, the offer will appear only on vehicle detail pages. VDP offer is intent based i.e. it is triggered as soon as buyer reaches the selected intent level. For this selection following additional configuration options will become available:

a. When to Show
b. Setting for Sold Vehicles
c. Apply To Selected Vehicles Only

Each of these options is explained in detail in the following sections of this document.

Overlapping Offers

Dealersip does not allow two active offers at the same time. If you create an offer where date range overlaps previous offer then Dealersip automatically chose the most suitable offer for your website. Similarly for VDP Website Offers, if a vehicle is part of more than one offers then it will automatically be removed from older active offers.

When to Show defines the visitor intent level at which your Web Offer is triggered. Dealersip continuously analyzes visitor behavior such as vehicle views, scroll depth, session activity, and contact interactions to determine purchase intent. Based on this level, your offer is displayed automatically.

1. Always
The offer is displayed to all visitors regardless of intent level. This option is best used for general dealership-wide messages, trust badges, seasonal promotions, or informational incentives that you want every visitor to see.

2. Low Purchase Intent
The offer is shown when the visitor demonstrates early buying signals. This level is useful for encouraging engagement from casual browsers who may still be comparing vehicles. A soft incentive such as “Free Vehicle History Report” or “Instant Price Breakdown” can help move them deeper into the sales funnel.

3. Moderate Purchase Intent
The offer is displayed when the visitor shows consistent engagement, such as multiple page views, repeat visits, or interaction with vehicle details. At this stage, the visitor is actively evaluating options. Offers like “Book a Free Test Drive” or “Unlock Special Financing Options” work well here.

4. Strong Purchase Intent
The offer is triggered when the visitor shows clear buying signals, such as returning multiple times, viewing specific vehicles repeatedly, or interacting with contact buttons. This is an ideal stage for limited-time discounts, trade-in bonuses, or dealership-exclusive offers designed to convert serious prospects.

5. Extreme Purchase Intent
The offer is shown when the visitor appears purchase-ready. Signals may include high heat score, repeated sessions within 24 hours, or contact actions like WhatsApp, phone, or email interaction. This level is best suited for high-conversion offers such as exclusive coupons, limited inventory alerts, or urgent closing incentives.

Choosing the correct trigger level ensures that your dealership website presents the right message at the right time without overwhelming visitors too early in their buying journey.

Setting for Sold Vehicle allows you to control whether a Vehicle Detail Page (VDP) offer should appear when a vehicle is marked as sold or out of stock on your dealership website.

This dropdown includes the following options:

1. Do Not Show if Vehicle Is Sold
If selected, the offer will not appear once the vehicle is marked as sold or unavailable. This option is recommended when your offer is directly tied to that specific vehicle, such as a price discount, bonus accessory package, or limited-time incentive. It prevents confusion and ensures visitors are not encouraged to inquire about inventory that is no longer available.

2. Show Even if Vehicle Is Sold
If selected, the offer will still appear on the Vehicle Detail Page even after the vehicle is marked as sold. This strategy can be used intentionally to capture high-intent traffic. For example, you may display an offer such as “Missed This One? Get Notified About Similar Vehicles” or “Reserve the Next Incoming Unit.” This approach helps convert disappointment into opportunity and keeps visitors engaged within your dealership sales funnel.

The correct selection depends on your dealership’s marketing strategy. If your goal is strict inventory accuracy, choose not to show the offer. If your goal is lead capture and retention, even after a vehicle is sold, allowing the offer to remain visible can help generate alternative sales opportunities.

Offer Start Date: This field defines the date and time when your Web Offer becomes active on your auto dealership website. The offer will not be visible to visitors before this scheduled start time, even if it is marked as Active. Use this option to plan upcoming promotions, limited-time discounts, or scheduled campaigns in advance.

Offer End Date: This field defines when the Web Offer stops being eligible for display. Once the end date and time are reached, the system automatically treats the offer as expired and it will no longer be shown to website visitors.

Important: Expired offers are automatically deactivated by the system. You do not need to manually turn them off. However, visitors who are already on your dealership website may continue to see the offer briefly due to session timing. The offer will stop appearing for new or returning visitors after the session refresh window.

All date validations are based on your dealership’s configured time zone to ensure accurate scheduling and campaign control.

Dealersip allows you to attach a coupon to your Website Offer in order to increase engagement and encourage action. Coupons can create urgency, improve lead conversion, and help your dealership track offer performance more effectively. Moreover, you can also track customers coming from your website to your dealership.

The behavior of the coupon depends on the Page Scope selected in the offer settings.

Global (All Pages) Offers:
For Global offers, a single coupon code is displayed to all eligible visitors. Every visitor who sees the offer will see the same coupon code.

Vehicle Detail Page (VDP) Offers:
For VDP offers, Dealersip can generate a unique coupon code for each visitor who reaches the configured intent trigger level. This creates a personalized experience and allows better tracking of high-intent visitors.

Coupon Dropdown Options

1. Use Unique Coupon Per Visitor:
If selected, Dealersip generates a unique coupon code automatically. For Global offers, the same code is displayed to all visitors. For VDP offers, each qualified visitor receives a different coupon code once they reach the required intent level.

2. Do Not Use Coupon:
If selected, no coupon code will be displayed with the offer. The banner will show only the headline, message, and call-to-action (if configured).

Coupons are designed to create measurable conversion opportunities and should be used strategically for high-intent visitors on your auto dealership website.

This option allows you to control whether the Web Offer applies to specific vehicles or to your entire inventory.

You may select one or multiple vehicles from the list. If one or more vehicles are selected, the offer will be shown only on those selected Vehicle Detail Pages (VDP).

If no vehicle is selected, the offer automatically applies to all vehicles in your inventory. In this case, the system treats the offer as applicable to every vehicle page.

This feature is particularly useful when:

• Promoting aging inventory
• Highlighting high-margin vehicles
• Running limited-time offers on specific stock units
• Testing performance on selected models

Please note that Dealersip automatically handles offer prioritization if multiple offers exist. Vehicle-specific offers take precedence over general VDP offers for the same vehicle.

Using this setting correctly helps you run targeted, inventory-driven campaigns on your car dealership website while maintaining full control over promotional visibility.