Client Onboarding Setup

Social Media & Email Marketing Onboarding

Complete this setup form so the i1SmartMarketing team can configure your dealership's social media, email marketing, branding, approvals, user access, and uploaded assets correctly from day one.

Marketing Onboarding Form Step 1 of 13

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Dealer Representative

Tell us who is completing this form and who our onboarding team should contact first.

First Name

Last Name

Job Title

Email Address

Phone Number

Dealership Information

This information is used for account setup, campaign links, reporting, and dealership contact details.

Dealership Name

Website URL

Physical Dealership Address

Main Dealership Phone Number

Current CRM Provider

Current DMS Provider

Business Hours & Department Contacts

Provide the hours and department contacts our team should use for email footers, social posts, and campaign calls-to-action.

Dealership Time Zone

Main Customer Contact Email

Sales Department Hours

Service Department Hours

Sales Contact Name / Email

Service Contact Name / Email

Parts Contact Name / Email

Escalation Contact Name / Email

Dealership User Access

Add up to 5 dealership users who need dashboard, approval, communication, or reporting access.

User 1

Primary User

Full Name

Email Address

Job Title

Access Level

User 2

Full Name

Email Address

Job Title

Access Level

User 3

Full Name

Email Address

Job Title

Access Level

User 4

Full Name

Email Address

Job Title

Access Level

User 5

Full Name

Email Address

Job Title

Access Level

Social Media & Review Profile Links

Provide all active profile links so we can verify branding, posting destinations, and review links.

Facebook Page URL

Instagram URL

TikTok URL

X / Twitter URL

LinkedIn URL

YouTube URL

Google Business Profile / Review Link

DealerRater / Other Review Site

Social Media Access

For security, no passwords are collected. We will coordinate secure admin or manager access separately.

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Do not enter passwords in this form. Add i1SmartMarketing as an admin/manager where possible, or tell us who controls access so our team can coordinate the setup.

Who manages Facebook / Meta Business access?

Can i1SmartMarketing be added as Meta admin?

Who manages Instagram access?

Is Instagram connected to Facebook / Meta?

Who manages Google Business Profile access?

Can i1SmartMarketing be added as GBP manager?

Access Notes or Special Instructions

Website Links for Campaigns

These links are used in posts, email campaigns, calls-to-action, and customer communications.

New Vehicle Specials

Pre-Owned Vehicle Specials

Finance Application

Trade Appraisal

Schedule Service

Parts Specials

Service Specials

Careers Page

Branding, Voice & Content Direction

Help our team match your dealership voice, creative direction, compliance rules, and brand standards.

Brand Colors

Preferred Fonts

Dealership Slogan or Tagline

Preferred Tone

Current or Preferred Hashtags

Words, Offers, Claims, or Content We Should Avoid

Email Marketing Setup

Configure sender identity, campaign goals, test emails, customer lists, and approval flow.

Sender Name to Appear on Emails

Preferred Sender Email Address

i1SmartMarketing will provide and host the sender domain used for email marketing.

Reply-To Email Address

Test / Approval Email Addresses

Contact Details to Include in Emails

Primary Email Campaign Goals

Products, Services, Departments, or Offers to Promote

CRM & DMS Customer Data Exports

We need the dealership's sold customer data and prospect/lead data exported from both the CRM and DMS so the marketing setup can be completed correctly.

CRM Export Contact

DMS Export Contact

Sold Customer Data Available?

Prospect / Lead Data Available?

CRM Provider for Data Export

DMS Provider for Data Export

Data Date Range

Preferred Export Format

Required Data Fields

Data Export Notes

Upload Brand Assets & Marketing Files

Upload the logos, email graphics, customer data exports, image assets, and brand files our team needs for setup.

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Main Dealership LogoPNG, JPG, SVG, or PDF. Highest quality available.

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Transparent LogoTransparent PNG or SVG preferred for email and graphics.

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Email Header LogoLogo version you want used inside email campaigns.

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Brand Guide / OEM RulesUpload compliance rules, brand books, or OEM guidelines.

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CRM Sold Customer ExportUpload sold customer data from the CRM.

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CRM Prospect / Lead ExportUpload prospect, unsold, lead, or opportunity data from the CRM.

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DMS Sold Customer ExportUpload sold customer data from the DMS.

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DMS Prospect / Customer ExportUpload prospect/customer data available from the DMS.

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Social Media ImagesDealership, staff, lifestyle, vehicle, event, or showroom images.

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Email Marketing ImagesOffer graphics, banners, coupons, campaign images, and email creative.

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Additional AssetsAny other marketing assets our team should use.

Approvals & Internal Contacts

Tell us who needs to approve social media posts, email campaigns, and marketing changes.

Social Media Approver

Social Approver Email

Email Campaign Approver

Email Approver Email

Campaign Approval Notice Needed

Preferred Launch Date

First 30-Day Marketing Priorities

Approval Notes

Final Confirmation

Confirm the information is accurate and that you are authorized to submit this onboarding form.

I confirm that the information provided in this onboarding form is accurate to the best of my knowledge.

I confirm that I am authorized to submit this onboarding information on behalf of the dealership listed above.

I confirm that the dealership is authorized to provide these logos, images, customer data exports, and marketing assets for use in dealership marketing campaigns.

Authorized Representative Name

Date

This will open your email app with the setup team already addressed. Please attach the saved setup PDF and supporting files before sending.

Social Media & Email Marketing Setup Document

This setup document fills in automatically as the onboarding form is completed.

i1SmartMarketing
Setup Document Preview
Generated: —

Dealer Representative

First Name—

Last Name—

Job Title—

Email—

Phone—

Dealership Information

Dealership Name—

Website—

Physical Address—

Phone—

CRM Provider—

DMS Provider—

Business Hours & Department Contacts

Time Zone—

Main Customer Email—

Sales Hours—

Service Hours—

Sales Contact—

Service Contact—

Parts Contact—

Escalation Contact—

Dealership User Access

Social Media & Review Links

Facebook—

Instagram—

TikTok—

X / Twitter—

LinkedIn—

YouTube—

Google Business / Reviews—

DealerRater / Other—

Other Social / Review Links—

Social Media Access

Meta Access Manager—

Meta Admin Access—

Instagram Manager—

Instagram Connected to Meta—

Google Profile Manager—

Google Profile Access—

Access Notes—

Campaign Website Links

New Vehicle Specials—

Pre-Owned Specials—

Finance Application—

Trade Appraisal—

Schedule Service—

Parts Specials—

Service Specials—

Careers—

Branding & Content Direction

Brand Colors—

Preferred Fonts—

Tagline—

Preferred Tone—

Preferred Hashtags—

Content Restrictions—

Email Marketing Setup

Sender Name—

Preferred Sender Email—

Reply-To Email—

Test / Approval Emails—

Footer Contact Details—

Campaign Goals—

Products / Services / Offers—

CRM & DMS Data Exports

CRM Export Contact—

DMS Export Contact—

Sold Data Available—

Prospect / Lead Data Available—

CRM Provider for Export—

DMS Provider for Export—

Data Date Range—

Export Format—

Required Data Fields—

Data Export Notes—

Uploaded Files

Approvals & Launch Priorities

Social Media Approver—

Social Approver Email—

Email Campaign Approver—

Email Approver Email—

Approval Notice Needed—

Preferred Launch Date—

First 30-Day Priorities—

Approval Notes—

Authorization

Authorized Representative—

Date—

ConfirmationPending confirmation.

Print / Save PDF Instructions: The setup document is generated in the background as the form is completed. Click Show Setup Document Preview to review it on screen, or click Print / Save Setup Document PDF, choose Save as PDF as the printer destination, then email the completed PDF and any uploaded/supporting files to [email protected], [email protected], and [email protected]. File names will appear on the PDF, but the actual files still need to be submitted or emailed with the PDF.