Overview
- Modal provides a report of all Modal Leads, Modal Orders, and Modal Trade-Ins for your company's business intelligence.
- Contact your Customer Service Manager to have transaction reporting enabled. Accessing the Modal Transaction Report requires a trained Amazon Web Services professional.
Technical Details
- Delivery system: Amazon Web Services S3 bucket
- Reporting format: csv
- File Updates: choose quarterly, monthly, daily, hourly, and/or last X days
- Report Types: with customer PII or without customer PII
- Root bucket: s3://transaction-reports-bucket-prod/reportingVersion=2/ (your specific bucket directory will be given to you during onboarding)
- Contact your Customer Support Manager to obtain your AWS Access key ID and Secret access.
- S3 Documentation: https://docs.aws.amazon.com/s3/index.html.
- Technical Support: For support inquiries, contact support@modalup.com. Please note that Modal does not provide technical support for Amazon Web Services.
Security Disclaimer
Modal transaction reports may include personally identifiable information. Your dealership, dealer group, or original equipment manufacturer is responsible for safeguarding your reporting data and assumes all liability when accessing Modal's transaction reports. Do not share your Access key ID or Secret access key with anybody. If you believe your Access key ID or Secret access key are compromised, contact Modal immediately.
Column Definitions
Every Modal transaction report contains these columns:
| Column Name | Data Type | Example Value(s) | Description |
|---|---|---|---|
| transactionCreatedUtc |
date and time yyyy-mm-dd hh:mm:ss |
2020-06-05 18:34:08 |
Date and time of transaction creation.
|
| transactionLastUpdatedUtc |
date and time yyyy-mm-dd hh:mm:ss |
2020-06-06 1:13:16 |
Date and time transaction data was last updated, for example: a finance approval was selected, a document was uploaded, appointment was set, or CRM email was re-sent.
|
| transactionType | enum | • Modal Order • Modal Lead • Modal Trade-In |
• Modal Order: the customer completed the Modal Checkout flow
• Modal Lead: the customer entered contact info in Modal Checkout and performed an action that resulted in a CRM lead • Modal Trade-In: the customer completed the Modal Trade-In flow |
| transactionLeadType | enum | • ABANDON • MESSAGE • SAVE |
• Abandon: the user entered contact info and left the Checkout flow without completing their Modal Order
• Save: the user abandoned the Checkout flow and chose to send themself a link to continue their session later • Message: the user sent the dealer a message from within the Checkout flow |
| transactionModalId | integer | 81347 |
Modal Transaction ID
|
| transactionDealerName | string | Autos of Exampleville | Dealer name |
| transactionDealerModalId | integer | 3147 | Modal Dealer ID |
| transactionSourceProduct | string | • Checkout • Shop • Trade |
Modal transactions come from one of these Modal products
|
| transactionSourceUrl | string | www.exampledealer.com |
Website url or host that originated the lead
|
transactionConversionCtaType |
enum | • CheckoutMain • CheckoutTrade • CheckoutPayment • TradeMain • ShopTrade • ShopCheckout |
|
transactionConversionStepName1 |
enum | CheckoutDesignDealModal |
|
| transactionConversionStepComplete1 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName2 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete2 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName3 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete3 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName4 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete4 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName5 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete5 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName6 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete6 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName7 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete7 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName8 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete8 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName9 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete9 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName10 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete10 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName11 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete11 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName12 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete12 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName13 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete13 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName14 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete14 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName15 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete15 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName16 | enum | UpgradeDealerOptions |
|
| transactionConversionStepComplete16 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName17 | enum | CheckoutDelivery |
|
| transactionConversionStepComplete17 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName18 | enum | TradeInStart |
|
| transactionConversionStepComplete18 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName19 | enum | TradeInSelect |
|
| transactionConversionStepComplete19 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName20 | enum | TradeInCondition |
|
| transactionConversionStepComplete20 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName21 | enum | TradeInDealerValue |
|
| transactionConversionStepComplete21 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName22 | enum | TradeInEstimation |
|
| transactionConversionStepComplete22 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName23 | enum | CheckoutPaymentCalculator |
|
| transactionConversionStepComplete23 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName24 | enum | CheckoutBillingInfo |
|
| transactionConversionStepComplete24 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName25 | enum | CheckoutApprovalInfo |
|
| transactionConversionStepComplete25 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName26 | enum | CheckoutBillingInfoCosigner |
|
| transactionConversionStepComplete26 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName27 | enum | CheckoutApprovalInfoCoSigner |
|
| transactionConversionStepComplete27 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName28 | enum | CheckoutReviewCheckCredit |
|
| transactionConversionStepComplete28 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName29 | enum | CheckoutReviewOrder |
|
| transactionConversionStepComplete29 | boolean | • true • false |
Completion status of nth step of session |
| transactionConversionStepName30 | enum | OrderComplete |
|
| transactionConversionStepComplete30 | boolean | • true • false |
Completion status of nth step of session |
transactionConversionDocumentationComplete |
boolean | • true • false |
|
transactionConversionVerifyTradeComplete |
boolean | • true • false |
|
transactionConversionAppointmentComplete |
boolean | • true • false |
|
transactionConversionRetargetedOptionsComplete |
boolean | • true • false |
|
transactionConversionUserSkippedCreditApp |
boolean | • true • false |
|
transactionConversionUserSkippedFinanceOffers |
boolean | • true • false |
User opted to skip finance offer selection rather than to select a approved finance offer |
| transactionClientIPAddress | string | 172.58.109.15 |
IP address of client used to generate this transaction
|
| customerFirstName | string | John |
Customer first name
|
| customerLastName | string | Doe |
Customer last name
|
| customerEmail | string | johndoe@email.com |
Customer email address
|
| customerPhoneNumber | integer | 4155551234 |
Customer phone number
|
| customerDob |
date yyyy-mm-dddd |
1988-04-13 |
Customer date of birth
|
| customerEducation | enum | • specialty • unknown • 4college • 2college • somecollege • highschool • somehighschool |
Customer education level
|
| customerMaritalStatus | enum | • Married • Unmarried |
• Customer marital status • Only collected when necessary, e.g. Wisconsin residents |
| customerSpouseFirstName | string | Jane | Customer's spouse's first name |
| customerSpouseLastName | string | Doe-Smith |
Customer's spouse's last name
|
| customerSpouseAddress | string | 123 Main St |
Customer's spouse's current address
|
| customerSpouseAddressAddl | string | Unit 11A |
Customer's spouse's current address additional line
|
| customerSpouseCity | string | San Francisco |
Customer's spouse's current city
|
| customerSpouseState | US state | CA |
Customer's spouse's current state
|
| customerSpouseZipcode |
US zipcode |
94103 |
Customer's spouse's current zip code
|
| customerCurrentResidenceAddress | string | 123 Main St |
Customer current address
|
| customerCurrentResidenceAddressAddl | string | Unit 11A |
Customer current address additional line
|
| customerCurrentResidenceCity | string | San Francisco |
Customer current city
|
| customerCurrentResidenceState | US state | CA |
Customer current state
|
| customerCurrentResidenceZipcode |
US zipcode |
94103 |
Customer current zip code
|
| customerCurrentResidenceType | enum | • rent • own • other |
Customer current residence type
|
| customerCurrentResidenceTimeAtAddressMonths | integer | 35 |
Customer number of months at current address
|
| customerCurrentResidenceMonthlyPayment |
integer USD |
1700 |
Customer current address monthly payment
|
| customerPreviousResidenceAddress | string | 234 Main St |
Customer previous address monthly payment
|
| customerPreviousResidenceAddressAddl | string | Suite 32 |
Customer previous address additional line
|
| customerPreviousResidenceCity | string | San Francisco |
Customer previous residence city
|
| customerPreviousResidenceState | US state | CA |
Customer previous residence state
|
| customerPreviousResidenceZipcode | US zipcode | 94103 |
Customer previous residence zipcode
|
| customerPreviousResidenceType | enum | • rent • own • other |
Customer previous residence type
|
| customerPreviousResidenceStartMonth |
date myyyy |
62014 |
Customer previous residence start month
|
| customerPreviousResidenceMonthlyPayment |
integer USD |
1200 |
Customer previous residence monthly payment
|
| customerCurrentEmploymentType | enum | • full-time • part-time • other |
Customer current employment status
|
| customerCurrentEmploymentJobTitle | string | Manager |
Customer current employment job
|
| customerCurrentEmploymentEmployerName | string | Acme Inc |
Customer current employer name
|
| customerCurrentEmploymentEmployerPhone | US phone | 4155551234 |
Customer current employer phone
|
| customerCurrentEmploymentTimeAtJobMonths | integer | 42 |
Customer current time at address months
|
| customerCurrentEmploymentIncome |
integer USD yearly |
60000 |
Customer current emplyment income
|
| customerPreviousEmploymentType | enum | • full-time • part-time • other |
Customer current employment status
|
| customerPreviousEmploymentJobTitle | string | Manager |
Customer current employment job
|
| customerPreviousEmploymentEmployerName | string | Acme Inc |
Customer current employer name
|
| customerPreviousEmploymentEmployerPhone | US phone | 4155551234 |
Customer current employer phone
|
| customerPreviousEmploymentJobStartMonth | date | 42 |
Customer current time at address months
|
| customerPreviousEmploymentIncome |
integer USD yearly |
60000 |
Customer current emplyment income
|
| cosignerFirstName | string | Jane |
Co-Buyer first name
|
| cosignerLastName | string | Doe |
Co-Buyer last name
|
| cosignerEmail | string | janedoe@email.com | Co-Buyer email |
| cosignerPhone | US phone | 4155554321 |
Co-Buyer phone number
|
| cosignerDob |
date yyy-mm-dddd |
1988-11-29 |
Co-Buyer date of birth
|
| cosignerEducation | enum | • specialty • unknown • 4college • 2college • somecollege • highschool • somehighschool |
Co-Buyer education level
|
| cosignerMaritalStatus | enum | • Married • Unmarried |
• Co-Buyer marital status • Only collected when necessary, e.g. Wisconsin residents |
| cosignerSpouseFirstName | string | Jane | Co-Buyer's spouse's first name |
| cosignerSpouseLastName | string | Doe-Smith |
Co-Buyer's spouse's last name
|
| cosignerSpouseAddress | string | 123 Main St |
Co-Buyer's spouse's current address
|
| cosignerSpouseAddressAddl | string | Unit 11A |
Co-Buyer's spouse's current address additional line
|
| cosignerSpouseCity | string | San Francisco |
Co-Buyer's spouse's current city
|
| cosignerSpouseState | US state | CA |
Co-Buyer's spouse's current state
|
| cosignerSpouseZipcode |
US zipcode |
94103 |
Co-Buyer's spouse's current zip code
|
| cosignerCurrentResidenceAddress | string | 123 Pine Ave |
Co-Buyer current address
|
| cosignerCurrentResidenceAddressAddl | string | 37B |
Co-Buyer current address additional line
|
| cosignerCurrentResidenceCity | string | San Francisco |
Co-Buyer current city
|
| cosignerCurrentResidenceState | US state | CA |
Co-Buyer current state
|
| cosignerCurrentResidenceZipcode | US zipcode | 94103 |
Co-Buyer current zip code
|
| cosignerCurrentResidenceType | enum | • rent • own • other |
Co-Buyer current residence type
|
| cosignerCurrentResidenceStartMonth |
date myyyy |
122008 |
Co-Buyer current residence start month
|
| cosignerCurrentResidenceMonthlyPayment |
integer USD |
900 |
Co-Buyer current residence monthly payment
|
| cosignerPreviousResidenceAddress | string | 321 Pine Ave |
Co-Buyer previous address
|
| cosignerPreviousResidenceAddressAddl | string | Apartment 6 |
Co-Buyer previous address additional line
|
| cosignerPreviousResidenceCity | string | San Francisco |
Co-Buyer previous city
|
| cosignerPreviousResidenceState |
US state |
CA |
Co-Buyer previous state
|
| cosignerPreviousResidenceZipcode | integer | 94103 |
Co-Buyer previous zip code
|
| cosignerPreviousResidenceType | enum | • rent • own • other |
Co-Buyer previous residence type
|
| cosignerPreviousResidenceStartMonth |
date ymmmm |
12009 |
Co-Buyer previous residence start month
|
| cosignerPreviousResidenceMonthlyPayment |
integer USD |
450 |
Co-Buyer previous residence monthly payment
|
| cosignerCurrentEmploymentType | enum | • full-time • part-time • other |
Co-Buyer current employment status
|
| cosignerCurrentEmploymentJobTitle | string | CFO |
Co-Buyer current employment job
|
| cosignerCurrentEmploymentEmployerName | string | Hillbrook Industries |
Co-Buyer current employer name
|
| cosignerCurrentEmploymentEmployerPhone | US phone | 4155556766 |
Co-Buyer current employer phone
|
| cosignerCurrentEmploymentJobStartMonth |
date myyyy |
32008 |
Co-Buyer current time at address months
|
| cosignerCurrentEmploymentIncome |
integer USD yearly |
105000 |
Co-Buyer current emplyment income
|
| cosignerPreviousEmploymentType | enum | • full-time • part-time • other |
Co-Buyer previous employment status
|
| cosignerPreviousEmploymentJobTitle | string | Event Coordinator |
Co-Buyer previous employment job
|
| cosignerPreviousEmploymentEmployerName | string | Acme Inc |
Co-Buyer previous employer name
|
| cosignerPreviousEmploymentEmployerPhone | US phone | 4155559876 |
Co-Buyer previous employer phone
|
| cosignerPreviousEmploymentJobStartMonth |
date myyyy |
62007 |
Co-Buyer previous time at address months
|
| cosignerPreviousEmploymentIncome |
integer USD yearly |
105000 |
Co-Buyer previous emplyment income
|
| customerCCPAOptedOutOfSale |
boolean |
• true • false |
Customer marked as requesting "Do not sell my information" as per CCPA compliance |
| customerCCPARequestedToDeleteData |
boolean |
• true • false |
Customer PII data is redacted as per CCPA compliance
|
| tradeInYear | integer | 2008 |
Trade vehicle year
|
| tradeInMake | string | Honda |
Trade vehicle make
|
| tradeInModel | string | Civic |
Trade vehicle model
|
| tradeInTrim | string | LX |
Trade vehicle trim
|
| tradeInMiles | integer | 100000 |
Trade vehicle odometer miles
|
| tradeInCondition | string | • VERY_GOOD • GOOD • FAIR |
Trade vehicle condition
|
| tradeInVin | string | 1FTSW20528ED82383 | Trade vehicle vin |
| tradeInValuation |
currency USD |
7129 |
Trade vehicle value
|
| tradeInValuationSource | enum |
|
Trade vehicle valuation source
|
| tradeInPayoff |
currency USD |
3842 |
Trade vehicle payoff
|
| vehicleVin | string | 1FTSW20528ED82383 | Vehicle vin |
| vehicleDealerStockNumber | string | 19054HJ |
Vehicle stock number
|
| vehicleCondition | enum | • NEW • USED |
Vehicle condition |
| vehicleYear | integer | 2020 | Vehicle year |
| vehicleMake | string | Kia | Vehicle make |
| vehicleModel | string | Sorrento | Vehicle model |
| vehicleTrim | string | LX | Vehicle trim |
| vehicleMiles | integer | 8 |
Vehicle odometer miles
|
| vehicleColor | string | Black |
Vehicle color from inventory feed
|
| vehiclePriceBaseMsrp |
currency USD |
28645 |
Vehicle base MSRP lookup
|
| vehiclePriceInvoice |
currency USD |
26837 |
Vehicle invoice price from inventory feed
|
| vehiclePriceBook |
currency USD |
27396 |
Vehicle book value from inventory feed
|
| vehiclePriceWholesale |
currency USD |
27396 |
Vehicle wholesale value lookup
|
| vehicleMpgCity | integer | 26 | Vehicle mpg city |
| vehicleMpgHighway | integer | 31 |
Vehicle mpg highway
|
| vehicleDoors | integer | 4 |
Vehicle number of doors
|
| vehicleType | string | SUV |
Vehicle body type
|
| vehicleDrivenWheels | enum | • AWD • 4WD • FWD • RWD |
Vehicle drivetrain
|
| vehicleManufacturerModelCode | string | CV1F1LEW |
OEM Model number
|
| vehicleChromeDataId | integer | 410993 |
Vehicle type ID from Chrome Data
|
| dealFinanceType | enum | • loan • lease • cash |
Checkout payment type
|
| dealDeliveryPickup | enum | • delivery • pickup |
Customer requested delivery or in-person pickup
|
| dealValueTotal |
currency USD |
31453.75 | Gross value of the Modal Order or Modal Lead. |
| dealPriceHigh |
currency USD |
33285 |
Vehicle MSRP or high price displayed
|
| dealPriceSelling |
currency USD |
31000 |
Vehicle displayed selling price
|
| dealOptionsTotalNoRetargeted |
currency USD |
1100 |
Options and F&I product amount excluding retargeted options
|
| dealFeesTotalEstimated |
currency USD |
385.25 |
Total dealer and local fees
|
| dealDownPaymentEstimated |
currency USD |
1000 |
Customer down payment offered
|
| dealRebatesTotalEstimated |
currency USD |
2500 |
Total cash incentives
|
| dealTradeCreditNetEstimated |
currency USD |
6740 |
Trade value less trade payoff
|
| dealTaxTotalEstimated |
currency USD |
2472.63 |
Total dealer and local taxes
|
| dealMonthlyPaymentEstimated |
currency USD |
347.79 |
Estimated monthly payment without instant approval
|
| dealTermMonthsEstimated | integer | 72 |
Number of loan/lease months
|
| dealAprRateEstimated | percentage | 7.1 |
Estimated APR without instant approval
|
| dealLenderNameEstimated | string | US Bank |
Lender used for estimated payment without instant approval
|
| dealLenderProgramNameEstimated | string | ST |
Estimated payment lender program (Standard rate, Special rate, Regional rate, etc)
|
| dealCreditScoreEstimated | integer | 710 |
Customer self reported credit
|
| dealApprovalStatus | string | • Approved • Approvals found |
Instant approval status. NULL means no approvals or instant approval not used for this session.
|
| dealFinanceResponseApprovedChosenModalId |
|
||
| dealFinanceResponseApprovedChosenCreated |
|
||
| dealFinanceResponseApprovedChosenApplicationStatus |
|
||
| dealFinanceResponseApprovedChosenLenderName | string | Wells Fargo |
Instant approval lender
|
| dealFinanceResponseApprovedChosenTotalAmount |
currency USD |
32000 |
Instant approval total amount approved
|
| dealFinanceResponseApprovedChosenMonthlyPayment |
currency USD |
363 |
Instant approval monthly payment
|
| dealFinanceResponseApprovedChosenTermMonths | integer | 60 |
Number of loan/lease months from chosen approval
|
| dealFinanceResponseApprovedChosenInterestRate | percentage | 6.5 |
Interest rate from chosen approval
|
| dealFinanceResponseApprovedChosenMoneyFactor | number | .00086 |
Lease money factor from chosen approval
|
| dealFinanceResponseApprovedChosenOriginalMonthlyPayment |
currency USD |
307 |
|
| dealFinanceResponseApprovedChosenOriginalInterestRate | percentage | 5.5 |
|
| dealFinanceResponseApprovedChosenOriginalMoneyFactor | number | .00043 |
|
| dealFinanceResponseApprovedChosenLenderTier | string |
|
Lender-specific approved credit tier
|
| dealLeaseYearlyMileageAllowance | integer | 12000 |
Lease yearly mileage allowance
|
| dealLeaseDownPaymentTax |
currency USD |
125.5 |
Lease tax on down payment
|
| dealLeaseRebatesTax |
currency USD |
246.78 |
Lease tax on rebate
|
| dealLeaseTradeInTax |
currency USD |
448.96 |
Lease tax on trade in
|
| dealLeaseMonthlyPaymentTax |
currency USD |
13.24 |
Lease tax on monthly payment
|
| dealLeaseTotalTax |
currency USD |
4729.31 | Lease total tax |
| dealLeaseCappedFees |
currency USD |
442.17 |
Lease capitalized fee amount
|
| dealLeaseAdvanceFees |
currency USD |
288.34 |
Lease fee amount due at inception
|
| dealLeaseDueAtSigning |
currency USD |
1785.48 |
Lease total amount due at inception
|
| dealLeaseAcqFee |
currency USD |
650 |
Lease lender acquisition fee
|
| dealLeaseResidualValue |
currency USD |
13147 |
Lease vehicle residual amount
|
| dealLeaseResidualPercent | percent | 54 |
Lease vehicle residual percent
|
| dealLeaseMoneyFactor | number | 0.00415 |
Lease money factor
|
| dealOptionName1 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled1 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription1 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice1 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm1 | integer |
|
F&I term months for nth upgrade |
| dealOptionMiles1 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType1 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount1 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost1 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName2 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled2 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription2 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice2 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm2 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles2 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType2 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount2 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost2 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName3 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled3 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription3 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice3 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm3 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles3 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType3 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount3 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost3 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName4 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled4 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription4 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice4 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm4 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles4 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType4 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount4 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost4 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName5 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled5 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription5 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice5 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm5 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles5 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType5 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount5 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost5 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName6 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled6 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription6 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice6 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm6 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles6 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType6 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount6 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost6 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName7 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled7 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription7 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice7 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm7 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles7 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType7 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount7 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost7 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName8 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled8 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription8 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice8 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm8 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles8 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType8 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount8 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost8 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName9 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled9 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription9 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice9 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm9 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles9 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType9 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount9 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost9 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionName10 | string | Window tint |
F&I or accessory name for nth upgrade |
| dealOptionIsPreinstalled10 | boolean | • true • false |
Is the nth upgrade preinstalled by dealer |
| dealOptionDescription10 | string | Reduce harmful UV light and add style to your ride |
Description text for nth upgrade |
| dealOptionPrice10 |
currency USD |
2200 |
Selling price for nth upgrade |
| dealOptionTerm10 | integer | 60 |
F&I term months for nth upgrade |
| dealOptionMiles10 | integer | 60000 |
F&I term miles for nth upgrade |
| dealOptionDeductibleType10 | string | DISAPPEARING |
F&I deductible type for nth upgrade |
| dealOptionDeductibleAmount10 |
currency USD |
100 |
F&I deductible amount for nth upgrade |
| dealOptionDealerCost10 |
currency USD |
1700 |
F&I dealer cost for nth upgrade |
| dealOptionRetargetedName1 | string | GAP |
Name for nth retargeted upgrade |
| dealOptionRetargetedPrice1 |
currency USD |
895 |
Selling price for nth retargeted upgrade |
| dealOptionRetargetedName2 | string | GAP |
Name for nth retargeted upgrade |
| dealOptionRetargetedPrice2 |
currency USD |
895 |
Selling price for nth retargeted upgrade |
| dealOptionRetargetedName3 | string | GAP |
Name for nth retargeted upgrade |
| dealOptionRetargetedPrice3 |
currency USD |
895 |
Selling price for nth retargeted upgrade |
| dealIncentiveName1 | string | 2020 Camry Customer Bonus Cash |
Name for nth incentive
|
| dealIncentiveCash1 |
currency USD |
2000 |
Cash rebate amount for nth incentive
|
| dealIncentiveApr1 | percentage | 0.9 |
APR rate for nth incentive
|
| dealIncentiveType1 | string | CustomerCash |
Type of nth incentive
|
| dealIncentiveProgramId1 | string | 20CL5 |
Provider program ID for nth incentive
|
| dealIncentiveName2 | string | 2020 Camry Customer Bonus Cash |
Name for nth incentive
|
| dealIncentiveCash2 |
currency USD |
2000 |
Cash rebate amount for nth incentive
|
| dealIncentiveApr2 | Number | 0.9 |
APR rate for nth incentive
|
| dealIncentiveType2 | string | DealerCash |
Type of nth incentive
|
| dealIncentiveProgramId2 | string | 20CL5 |
Provider program ID for nth incentive
|
| dealIncentiveName3 | string | 2020 Camry Customer Bonus Cash |
Name for nth incentive
|
| dealIncentiveCash3 |
currency USD |
2000 |
Cash rebate amount for nth incentive
|
| dealIncentiveApr3 | percentage | 0.9 |
APR rate for nth incentive
|
| dealIncentiveType3 | string | FinanceCash |
Type of nth incentive
|
| dealIncentiveProgramId3 | string | 20CL5 |
Provider program ID for nth incentive
|
| dealIncentiveName4 | string | 2020 Camry Customer Bonus Cash |
Name for nth incentive
|
| dealIncentiveCash4 |
currency USD |
2000 |
Cash rebate amount for nth incentive
|
| dealIncentiveApr4 | percentage | 0.9 |
APR rate for nth incentive
|
| dealIncentiveType4 | string | FinanceDealerCash |
Type of nth incentive
|
| dealIncentiveProgramId4 | string | 20CL5 |
Provider program ID for nth incentive
|
| dealIncentiveName5 | string | 2020 Camry Customer Bonus Cash |
Name for nth incentive
|
| dealIncentiveCash5 |
currency USD |
2000 |
Cash rebate amount for nth incentive
|
| dealIncentiveApr5 | percentage | 0.9 |
APR rate for nth incentive
|
| dealIncentiveType5 | string | Finance |
Type of nth incentive
|
| dealIncentiveProgramId5 | string | 20CL5 |
Provider program ID for nth incentive
|
| dealTaxName1 | string | Sales tax |
Name for nth tax item
|
| dealTaxValue1 |
currency USD |
47.79 |
Amount for nth tax item
|
| dealTaxName2 | string | Use tax |
Name for nth tax item
|
| dealTaxValue2 |
currency USD |
47.79 |
Amount for nth tax item
|
| dealTaxName3 | string | Privelege tax |
Name for nth tax item
|
| dealTaxValue3 |
currency USD |
47.79 |
Amount for nth tax item
|
| dealTaxName4 | string | Inventory tax |
Name for nth tax item
|
| dealTaxValue4 |
currency USD |
47.79 |
Amount for nth tax item
|
| dealTaxName5 | string | License tax |
Name for nth tax item
|
| dealTaxValue5 |
currency USD |
47.79 |
Amount for nth tax item
|
| dealLocalFeeName1 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue1 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName2 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue2 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName3 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue3 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName4 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue4 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName5 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue5 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName6 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue6 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName7 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue7 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName8 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue8 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName9 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue9 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName10 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue10 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName11 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue11 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName12 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue12 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName13 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue13 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName14 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue14 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealLocalFeeName15 | string | Registration fee |
Name for nth estimated local fee
|
| dealLocalFeeValue15 |
currency USD |
109.5 |
Amount for nth estimated local fee
|
| dealDealerFeeList | string | Documentation fee: $195.00, Tire fee: $8.00 |
List of applied dealer fees
|
| dealDealerFeeTotalValue |
currency USD |
203 |
Total amount of dealer fees
|
| dealDeliveryFeeTotalValue |
currency USD |
100 |
Delivery fee, if applicable
|
| transactionConversionUtmSource |
string |
summer-mailer |
Originating session UTM source
|
| transactionConversionUtmMedium |
string |
Originating session UTM medium
|
|
| transactionConversionUtmCampaign |
string |
summer-sale |
Originating session UTM campaign
|
| transactionConversionUtmTerm |
string |
sale |
Originating session UTM term
|
| transactionConversionUtmContent |
string |
email-cta |
Originating session UTM content
|
Values for transactionConversionCtaType
| transactionConversionCtaType | Modal product(s) | Description |
|---|---|---|
| CheckoutMain | Checkout | Main button such as "Buy online". The user starts their session with Upgrades, Delivery (if no upgrades are offered), or Payment (if no Upgrades or Delivery are offered). |
| CheckoutTrade | Checkout | Trade button such as "Value trade". The user starts their session by selecting their Trade vehicle. |
| CheckoutPayment | Checkout | Payment button such as "Design deal". The user starts their session with a monthly payment calculator. |
| TradeMain | Trade | Trade-In banner "Value your trade". |
| ShopTrade | Shop | "Trade" button launches the same flow as TradeMain above. |
| ShopCheckout | Shop | "Buy" button launches the same flow as CheckoutMain above. |
Values for transactionConversionStepName
- Transaction conversion step tracking is available for Modal Order transactions beginning June 4, 2020.
- Transaction conversion step tracking is available for Modal Lead transactions beginning September 7, 2019.
- If a user 'Saves' their Order, then later resumes their session, they resume at the same step of Checkout where they left off. Any downstream Transaction created will have a 'false' for each step skipped over when the session was resumed.
| transactionConversionStepName | Modal product(s) | Checkout tab section label | Description |
|---|---|---|---|
| CheckoutDesignDealModal | Checkout | N/A | If the user starts with the Payment CTA, they are shown a mini payment calculator as the first step |
| UpgradeDealerOptions | Checkout | Upgrades | This step may appear multiple times, once for each page of categorized Upgrades, or zero times if there are no upgrades offered in this session. |
| CheckoutDelivery | Checkout | Checkout | If the dealer offers delivery, the user can choose their delivery preference and set their location. |
| CheckoutPaymentTypeSelect | Checkout | Payment | Prompt the user for their preferred available finance type: Loan/Finance, Lease, or Cash/Pay-in-full |
| TradeInStart | Checkout | Payment |
Prompt the user for their trade type: loan/lease/none. |
| TradeInSelect | Checkout, Trade | Payment | Select the type of trade vehicle and view the estimated value |
| TradeInCondition | Checkout | Trade |
Report the trade vehicle condition NOTE: As of Feb 2021, this function was consolidated into TradeInSelect and TradeInCondition no longer appears as its own page. |
| TradeInDealerValue | Checkout | Trade |
The user may indicate that the dealer already estimated their trade value NOTE: As of Feb 2021, this function was consolidated into TradeInSelect and TradeInCondition no longer appears as its own page. |
| TradeInEstimation | Checkout, Trade | Payment |
Display the estimated trade valuation |
| CheckoutPaymentCalculator | Checkout | Payment | The user can select their preferred finance terms and see estimated payments |
| CheckoutBillingInfo | Checkout | Checkout | The user enters their basic contact info name/email/phone/address |
| CheckoutApprovalInfo | Checkout | Checkout | The user enters their financial info |
| CheckoutBillingInfoCosigner | Checkout | Checkout | The user enters Co-Buyer basic contact info |
| CheckoutApprovalInfoCoSigner | Checkout | Checkout | The user enters Co-Buyer financial info |
| CheckoutReviewCheckCredit | Checkout | Checkout | If the dealer uses the Modal Instant Approval feature, credit application is sent to lenders and the user can select from available approvals |
| CheckoutReviewOrder | Checkout | Checkout | The user sees a summary of their Modal Order |
| OrderComplete | Checkout | N/A | The user completed their Modal Order |
Post-completion Event Definitions
At the end of Checkout and Trade, the user is given the opportunity to enter more information and select more options:
| Event name | Modal product(s) | Description |
|---|---|---|
| Documentation | Checkout | The user uploads stipulations/documents such as driver's license and proof of insurance |
| VerifyTrade | Checkout, Trade | The user uploads photos and enters supplemental information about their trade vehicle |
| Appointment | Checkout, Trade | The user requests a calendar slot for delivery or pickup |
| RetargetedOptions | Checkout | The user is offered another chance to add F&I products to their Modal Order |
Directory structure
Within the S3 root directory, the transaction data is stored in the context of the Modal report version, as well as your account's authorized dealer group, individual dealers, and/or brand. Available data includes reports with or without customer pii, with time increments including daily, monthly, quarterly, last 7 days, and last 30 days.
reportingVersion=1
----- dealerGroupId=1
---------- withPii=true
--------------- timePeriod=all
-------------------- partitionedBy=quarter
------------------------- year=2020
------------------------------ q1.csv
------------------------------ q2.csv
-------------------- partitionedBy=month
------------------------- year=2020
------------------------------ 06.csv
------------------------------ 07.csv
-------------------- partitionedBy=day
------------------------- year=2020
------------------------------ month=01
----------------------------------- 01.csv
----------------------------------- 02.csv
--------------- timePeriod=trailing
-------------------- 07d.csv
-------------------- 30d.csv
---------- withPii=false
--------------- Same folder structure as withPii=true, with customer PII data fields excluded
----- dealerId=1234
---------- Same folder structure as dealerGroupId=1, using individual dealer data
----- dealerBrandId=1
---------- Same folder structure as dealerGroupId=1, using all dealer data from a specific brand
Documentation Changelog
- 1.0 / June 15, 2020: Initial release.
- 1.0.1 / June 21, 2020: Readability enhancements.
- 1.0.2 / July 29, 2020: Add hosting directory structure.
- 1.0.3 / Mar 17, 2021: Update Trade-related step descriptions
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