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Getting Started
How-to Articles
- How Do I Change My Billing Information?
- How to Convert your Google Ads to a Manager Account
- How to Request Data Deletion
- How to set up a budget for a client
- How do I integrate paid ad accounts?
- How do I know what account level I'm currently in?
- How to use the Branding feature
- How to Connect Social Media Accounts to DealerVerse
Troubleshooting
Clients Module
Budgets Module
Creative Module
Campaigns Module
Social Module
Reports Module
FAQs
Step 1: Navigate to the DealerVerse login page and click the “Sign Up” link at the bottom of the screen.
Step 2: Add an email and password and check the box to agree to the terms of service and privacy policy. If you choose to, you can check the box that consents to share your personal information and usage data. We recommend checking this box, otherwise, functionality will be limited. Then click the “Get started now” button.
Step 3: After you create your account you will be taken to account setup. From there you can fill out all your company’s information.
Step 4: You will then need to choose the plan that best fits your company’s needs based on the number of clients and users.
*Note: If you chose the ultimate plan you will be required to enter the amount of locations your agency or dealership has and the amount of clients you have. Clients would be an option for agencies! Once you submit your request it will take 24 hours or less to receive your personalized plan.
Step 5: Once a subscription has been set up, you will be redirected to the “Get Started” page with a pop-up window. The Knowledge Base link will be provided in the pop-up. Creating a bookmark on your browser is advisable. When complete, click the “Get Started” button.
Step 6: The next step is to create a client. The client may be different from the company that was used to set the account up with. If the main account (company) is an ad agency or a dealer group, the individual agency clients (dealerships) would be set up as the clients. If the account signing up is a single dealership, the company and client will still be set up separately, but all of the information will be the same. The company/client relationship is explained in more detail in this FAQ. Fill in the individual client information, and if a digital media fee is going to be assessed for processing paid ads, the percentage or flat rate can be added in the Digital Media Fee field. Click the “Next Step” button to continue.
Step 7: The next step is to add integrations between DealerVerse and Google Ads, Bing Ads, Meta, and X. Simply click on the “Connect” button and then add the credentials and click “Confirm” to connect. This will be covered in more detail in this KB article. Click the “Next Step” button when finished.
Step 8: In this final page the primary user will need to be added; it would likely be the person that is going to be the admin over the client(s). The different user roles are explained in this KB article. Once finished, click the “Continue to Dealerverse” button.
Congratulations! You have completed the setup process.
Step 1: Enter the login URL (https://app.dealerverse.com/auth/login) into the browser address bar. Be sure to bookmark the login page on your browser.
Step 2: Enter the username and password you used to set the account up. Click “Log In”
Step 3: If the correct credentials were used, you will be redirected to the Client tab within DealerVerse.
First, let’s discuss the 3 levels of access in the DealerVerse application.
- Enterprise – The enterprise level is the highest level and gives the administrator access to all functionality within DealerVerse. This access is necessary in order to create creative templates, create new budgets and other functions. It is not restricted to a specific company or client since an enterprise level account could manage multiple companies and clients. Think of this as the level at which an automotive group admin or ad agency admin would oversee everything in the entire DealerVerse account.
- Company – The company level contains groups of client accounts. Companies can be set up with their own ad budgets and campaigns, creative projects, social media campaigns and reports. Think of this as the level at which an auto group would have some work implemented and disseminated down to the individual dealerships.
- Client – The client level represents the individual store or dealership. It is where individual dealership budgets, creative projects, and social campaigns are created and managed.
The account levels that you have access to will be determined by two factors: where your user account was set up and what level of permissions you were granted. For details on the individual user roles, please refer to this KB article. Users can be invited to the DealerVerse account through the account setup process, or they can be added by a Self Service Admin after setup has been completed. If a user has been added at the Company level, that user will not only have access to the company level functions (depending on the role), but will also have access to any clients that are associated with the company. Users that are added at the Client level will only have access to that specific store/dealership’s budgets, campaigns, social, creative and reports, depending on the user role they’ve been given. They will not be able to see any data from another sister store or the parent Company. Only Self Service Admins will have access to the enterprise level.
In any given module, you should be able to see what level you are in by the breadcrumbs at the top left of the screen. Right under the breadcrumb for the module will display the name of the company or client and the client code along with the level of account it is (see the screenshot below).
If you are at the enterprise level, no breadcrumbs will be displayed since you are neither in a company or client account.
A “Company” in DealerVerse represents the account level that is setting up the individual locations. It could be an auto dealership that self-services their own ad campaigns or slides and specials, or it could be an ad agency that services auto dealerships for them. It is the group responsible for creating and managing the sub- locations. A “Client” represents the individual dealership level. This is where slides, specials, social posts, and ad campaigns would be managed.
In order to start creating campaigns through DealerVerse, we need to start by adding a Vendor! The current platforms we support are Google Ads, Meta Ads, and Microsoft Ads.
We can add a Vendor By navigating to your clients
After navigating to clients, click on the technical info tab.
To add a vendor click the Add Vendor button then click which ever Platform from the list.
How to add a vendor with Google Ads:
After accessing your manager account, find the customer your wish to connect to. You can find your manager ID and customer ID as shown below.
How to add a vendor with Microsoft Ads:
After navigating to the client you wish to connect, you can find the account ID and customer ID as shown below.
How to add a Vendor with Meta Ads:
After selecting your client, navigate to your Ads Manager.
DealerVerse is currently not available as a mobile app, however, it is a mobile responsive site and should be accessible in your mobile browser. Stay tuned for updates on development projects by following DealerVerse on Facebook.
The Digital Media Fee is the flat rate or percentage of money an agency would take while managing paid ad campaigns for a client. Most agencies charge between 10% and 20% of ad spend, however, the option is also available to set a flat rate or to set to no fee.
Step 1: Navigate to the “Clients” tab in the main navigation
Step 2: Click on the Company
Step 3: In the General Info tab, scroll to the bottom of the page and click on “Update Payment Info” underneath the “Billing Information” section
Step 4: A pop-up will appear that says, “please do not click back or refresh the page”. Once you click “OK”, you will be redirected to a Stripe checkout page where the changes to your credit card can be changed. There may potentially be another pop-up appears that will request you to verify your identity with 2 factor authentication to your phone. Click the “Save Card” button when done.
In order to cancel your DealerVerse account, you must log in as an administrator.
- Click on the Clients tab at the top and select the company or client you would like to cancel.
- Scroll down to the bottom of the screen and click on the Cancel button under Plan & Pricing.
- When the button is clicked, a pop-up will appear verifying that you want to deactivate the company/client.
If you ever need to reactivate the account, you can still access it and activate it again just as you canceled it. If you want to delete your data, follow the steps in this knowledge base article.