Data Ups Agent: Opportunity Lists Format and Details

Overview

The Data Ups Agent Management System allows Dealers to identify in-market opportunities using buying-intent signals pulled from within the dealership’s first-party data.

Opportunities

The new opportunities listed in the Data Ups Dashboard update every 24 hours. New Data Ups opportunities include shoppers who have:

• no purchase in past 365 days
• no lead submitted in last 90 days

Opportunities may be shared with others who have Dashboard access, or marked as Not in Market.

 

List Format

Lists are typically ordered by highest marketing score unless the list has another time-bound condition like expiring lease, etc. Data Ups opportunity lists now support multiple sorting options; press the sort arrow once for: a to z, press twice for: z to a, press 3 times to remove sorting.





List Columns include:

•  
  • Shopper (hyperlinked to individual Shopper Page)
     
  • Date Created (when the opportunity was created, this is not when the Shopper may have first appeared in the Dealership CRM or DMS)
     
  • Vehicle Owned (according to DMS or service data available)
     
  • Est. Equity State (read more about how we calculate Equity here)
     
  • Marketing Engagement Score (read more about Marketing Engagement Score here)
     
  • Dealership Loyalty tags (Service ROs, Service Appointments, Sales)
     
  • Vehicle Engagement (vehicle specific website activity)
     
  • Sales Person (taken from CRM, DMS, wherever we pull data associated with last known vehicle purchase)
     
  • Other, Dynamic data related to the list itself (date of last touchpoint, date when pushed to crm etc.)

Shopper Lists

The Data Ups Shopper lists have several categories of valuable Shoppers to proactively engage:

• Finance
• Active Shoppers
• Appointments
• Custom Opportunities
   

Finance Lists 

1.  
   1. Positive Equity Active Shoppers
      • no purchase in past 365 days
      • no lead submitted in last 90 days
      • Equity position between -2,000 and 10,000
      • Have some activation activity within past 30 days
        •  
          • email click
          • ad click
          • module conversion
             
   2. Positive Equity
      • no purchase in past 365 days
      • no lead submitted in last 90 days
      • Equity position between -2,000 and 10,000
         
   3. Expiring Leases
      • Shoppers have between 1-12 payments remaining lease remaining
         
   4. Expiring Loans
      • Shoppers have between 1-12 payments remaining on payment plan

Active Shoppers

1. All Active Shoppers
   • no purchase in past 365 days
   • no lead submitted in last 90 days
   • Have some activation activity within past 30 days
     •  
       • email click
       • ad click
       • module conversion
          
2. Vins Accel Shoppers
   • no purchase in past 365 days
   • no lead submitted in last 90 days
   • Have some activation activity within past 30 days
     •  
       • email click
       • ad click
       • module conversion
          
   • viewed a Promoted Vins Acceleration vehicle in past 30 days
      

Appointments 

1. Service Appoints
   • If DMS service data connected
   • appointments in upcoming 30 days
     
      
2. Unsold Appointments
   • taken from CRM
   • shopper had an appointment but no sale on record within 30 days of appointment
   • date range is anchored to appointments with no sales from between 30-60 days previous

Custom Opportunities

• Custom Opportunity lists may be created and saved using available CDP Pro filters

Your Opportunities

The Data Ups audience lists includes 4 tabs:

1. Touched Opportunities
   • a sales person or dealership employee opened an opportunity record from the list
      
2. Pushed to CRM
   • the opportunity was pushed to the Dealership CRM as a new lead - this occurs on the individual Shopper page
   • When Data Ups leads are manually pushed into the CRM - the ADF Lead Type will be labeled as "Campaign"
     
     
     
      
3. Cars Sold
   • opportunity was touched and then we see a vehicle purchase on record thereafter. 
     
      
4. Not In Market
   • a sales person or dealership employee marked an opportunity as Not-In-Market from within the Data Ups dashboard. The opportunity will remain in this category for 30 days.
      
5. Expired Opportunities
   • Expired opportunities are shoppers who no longer meet the filter criteria (e.g., someone who bought a car 12–18 months ago). Once they fall outside the filter they’re marked expired, but remain in historical metrics because they were previously engaged.