Drive Auto Intake Process (Display - Managed Service)

Step 1: Ticket comes into Jira Support Queue with the Header “Drive Social Display New Order” or “Drive Social Display Modification” in Summary description.

Step 2. Go into Drive Auto Client on front end in Hoot portal dropdown. If Advertiser already exists proceed to Step 3. (If it needs to be created see the below steps to complete.)

-If Advertiser doesn’t exist in Advertiser details, click on + Add Advertiser button and proceed with filling out details to create and save Advertiser

Open

- Fill in all relevant fields (minus Advertiser DBA, GMB Store Code, Google Place ID). For Category field, select Automotive. For Responsible Users field, select all available contacts in drop down list.

Open

Step 3: Open/ Download Intake Form Attachment and read through Description on ticket to cross check details

If Intake is No for Facebook Display and ticket is for Video --> escalate to Video Dept for next steps

Step 4. Review Intake for the following sections:

Flight Dates

Review End Date and make sure the Display feature end-date is aligned in our Hoot system.

(If you need to update, adjust date accordingly and hit the Save Changes button on Tab 2-Features in Hoot platform.)

(Important- Adjust end dates on Tab 2 Features for Dynamic Display Feed not Tab1 within Advertiser Details for overarching Scheduling Status of Dealership.)

Inventory (All, Used Only, New etc.)

For Used, also check Include Certified Vehicles status on form

Read through any Special Inventory instructions indicated in the section below:

Step 5: Open up corresponding Marketer in Drive Auto Advertiser in Hoot Portal Front-End

• Make sure URL, Address is current to the form

Step 6: Navigate to Inventory Feeds Section and click on Pencil Edit icon and apply to the feeds any special parameters for Condition and Image Type as indicated.

ex. “Condition is New”

On all Drive Auto setups exclude Placeholder Images as best practice to the feeds

*Please note, as a best practice all filters should be applied across all three Default feeds for consistency (FB Automotive, FB Product, and Google Ads)

Once filters and settings are ready hit Submit to Save.

Step 7: Within ticket, from Canned Responses section, select Managed Service- Display Feeds ready and paste corresponding feed links from Inventory feeds section.

To copy feed link in portal, navigate to the Copy Feed Link icon:

-Once pasted, spot check to review that the feed links selected and copied are accurate in terms of being from the correct dealership and the Advertiser ID matches the ID in the feed code.

ex.

When pasting , Google Ads feed should be linked to AdWords Default section- For Facebook Default, select the Facebook (Automotive) feed not the Product Default Feed.

(example) Output of canned response filled in with feed links filled in:

Step 8: Completed response should include the following items:

• Canned Response with feed links

• Screenshot of end dates set on Features tab

• Screenshot of Inventory Feed Section with full drop down displaying feed link and filters applied

Step 9: Review the below checklist prior to submitting response to client to make sure all requests have been met in full before pressing SEND in Jira Ticket.

1. [ ] Special request added (if applicable)

2. [ ] Image Type is Not Placeholder filter added to all feeds

3. [ ] End date added/ adjusted as indicated on ticket and Intake Form

4. [ ] End Date Screen shot captured

5. [ ] Screen shot of Filters (Condition, Image Type applied)