- We strongly encourage eligible dealers to update to Modal Auto-lead Data Format Version 2.0. Please contact your CSM or support@modalup.com and include the best support contact for your CRM software so they can reconfigure your CRM for the updated format.
Summary of <provider> field values
Lead information will be included within the <provider></provider> XML tags. This section will have five fields. The table below summarizes the values Modal will send for each field.
<provider>
<name part="full">Drive Motors Sales</name>
<email>sales@drivemotors.com</email>
<phone type="voice">8662006766</phone>
<service>Drive Checkout - Purchase</service>
<id source="Drive Motors" sequence="1">1</id>
</provider>
Field |
Description |
| <provider><name> | Always "Drive Motors Sales" |
| <provider><email> | Always "sales@drivemotors.com" |
| <provider><phone> | Always "8662006766" |
| <provider><service> |
Describes the Modal product used and which transaction type was used to start the session. <service>Drive {product name} - {transaction type}</service>
|
| <provider><id> |
Always the following: <id source="Drive Motors" sequence="1">1</id> |
Modal products
The products listed below are the primary Modal systems that can trigger a ADF output to a dealer's CRM. This table can be referenced to understand which Modal product was engaged during the buyer's session.
Product name |
Description |
|---|---|
| Checkout | Modal's flagship product places a 'Buy' button on vehicles on the dealer's website, facilitates the retail transaction where the user submits their trade information, selects upgrades, receives payment estimates, and collects credit approvals. |
| Trade | Places a trade valuation banner on the dealer's website such as "What's my car worth?" where the user gets an estimated trade value for their vehicle. |
| Shop | Virtual showroom where the user can browse the dealer's inventory in a clean, convenient interface, from which the user can engage in Checkout and Trade sessions, and the dealer staff can compose custom deals. |
Modal transaction types
Transaction Type |
Modal Product(s) |
Description |
|---|---|---|
|
Purchase |
Checkout, Shop | Customer submitted a credit application and completed the Checkout flow without an approved payment from a lender |
|
Hold |
Checkout, Shop | User sent themselves a link to continue their Checkout session later |
| Partial Checkout | Checkout, Shop | User entered contact info and left the Checkout session without completing their order |
| Buyer Message | Checkout, Shop | User sent the dealer a message from within the Checkout flow |
|
Submission |
Trade, Shop | User entered their trade information to receive an estimated value |
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