This article gives an overview of Orbee onboarding, outlining tasks Orbee handles, client responsibilities, and what to expect during setup.
Welcome to Orbee! This will serve as your onboarding guide to help you understand the overview of key items when setting up for your dealership with Orbee. These tasks will help establish key functionalities, such as data tracking, reporting, and customer insights. Each section covers different components that need to be configured, with no specific order of completion required. This article will also outline what will be managed by Orbee, what approvals or inputs are needed from your team, and what to expect during the onboarding process.
1. Script Installation for Orbee Analytics
Dealer (Client) Approved → Provider Installed → Orbee Verified
- Client Action: Provide approval for the script installation.
The Orbee Analytics script tracks key website metrics to provide insights into dealership performance. Orbee sends a request to the dealership for approval, and once approved, the website provider installs the script. Orbee then verifies the installation to ensure the script is capturing data correctly.
Script Installation Request (Sample):
2. Inventory Export
Dealer (Client) Provides Inventory Provider Name → Dealer (Client) Approved → Provider Installed → Orbee Verified
- Client Action: Provide approval and confirm the export process with the inventory provider.
Orbee ingests the dealership’s inventory for analytics and reporting. After Orbee sends a request for approval, the inventory provider installs the export. Orbee verifies the setup to ensure proper data flow.
Inventory Provider Request - Orbee asks the dealer for the names of their inventory providers (Sample):
Inventory Export Request Orbee asks the dealer to approve the inventory export from the provider to Orbee (Sample):
3. Inventory VDP Scraper
Administered by Orbee (information provided by Dealer [Client] and Provider)
- Client Action: Ensure all relevant VDPs are accessible for scraping.
Orbee scrapes Vehicle Detail Pages (VDP) from the dealership’s website to gain insights into customer interaction with vehicle listings. Orbee handles the scraping of relevant URLs, but the dealership must ensure that all VDPs are accessible for this process.
4. Viewing Group Setup
Administered by Orbee (information provided by Dealer [Client] and Provider)
- Client Action: Provide a list of all accounts to be included in the group.
Orbee creates a viewing group for aggregated data across multiple accounts, enabling group-level performance analysis. The dealership needs to provide a list of accounts to be included in the group view.
5. Integration Website Audit
Administered by Orbee (information provided by Dealer [Client] and Provider)
- Client Action: Confirm the tools present on your website and provide any additional details if needed.
Orbee audits the dealership’s website to identify tools such as chat, service-schedulers, finance tools, trade-in estimators, and Digital Retailing (DR) platforms. Based on this audit, Orbee provides recommendations for improvement or integration optimization.
6. 1st Party Segments
Administered by Orbee (information provided by Dealer [Client] and Provider)
- Client Action: Provide access to data for segmentation, review the segments, and request any adjustments.
Orbee uses the dealership’s 1st-party data to create audience segments for targeted marketing efforts. The dealership provides access to relevant data, and Orbee develops segments based on customer interactions.
7. Default Dynamic Reports
Administered by Orbee (information provided by Dealer [Client] and Provider)
- Client Action: Review the default reports and discuss customization needs with your Orbee representative.
Orbee generates dynamic reports to provide insights into key metrics. Default reports include the Lead Reactivation Report, which provides insights on previously unresponsive leads, and the Leads by Converting Source/Medium Report, which shows the most effective sources for lead conversions.
8. Call Tracking
Administered by Orbee (information provided by Dealer [Client] and Provider)
- Client Action: Provide the phone numbers to be tracked.
Orbee sets up call tracking for the phone numbers listed on the dealership’s website to analyze and report on incoming call data.
9. Lead Reactivation Reports
Administered by Orbee (information provided by Dealer [Client] and Provider)
- Client Action: Provide the email recipient(s) and confirm the report frequency.
Orbee sends automated email reports on reactivated leads to a designated recipient at the dealership. These reports help identify leads that can be re-engaged, providing key insights into opportunities for follow-up.
For detailed steps on how to configure these reports, please visit our How to Set Up and Edit Your Lead Reactivation Reports (LRRs) guide.
What’s Next? Customizing Your Orbee Experience
Now that you’ve set up all of the foundational items, you are now ready to fully customize your Orbee experience. You can begin by:
- User Access to the Platform: Set up user accounts for team members to access the Orbee platform, ensuring the right people have the right permissions to monitor, analyze, and take action on your dealership’s data.
- Product Configurations and Customizations: Tailor your Orbee environment to meet your dealership’s specific needs. Configure platform features such as reporting dashboards, audience segments, and communication workflows to maximize your marketing and sales effectiveness.
Reach out to us to discuss your goals, and we'll work with you to tailor solutions that meet your specific needs. For additional details on setting up your Orbee account, please refer to our Getting Started with Orbee FAQs.