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9/21/20 Engineering Release: Smarter follow up

Stephen Li
  • Updated

From streamlined summaries in Dashboard to an enhanced ADF format, this release makes it easier than ever to follow up more effectively and close more deals.

 

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Order, Lead, and Trade details pages within Dashboard include a streamlined summary.
 
 

More buyer details

The latest version of Modal’s ADF format is now enabled by default for all new dealers.

Learn more

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Enhanced transparency

The default disclaimer is now displayed on every page within Modal Checkout.

 

Plus, we've made even more enhancements:

Checkout

  • NEW Updated default disclaimer text. Dealers can still add their custom disclaimer to the end of the default disclaimer.
  • NEW Ability to launch an online survey when a user leaves Checkout.
  • IMPROVEMENT Lead collection modal from Lead or EPrice/Savings now uses the same title as the button that was clicked to start the session. 
  • IMPROVEMENT Default disclaimer has updated content.
  • IMPROVEMENT Lead collection modal has updated subtitle.
  • BUGFIX Shift Digital partner analytics now correctly trigger when the eprice/lead collection modal is opened, closed, or completed.
  • BUGFIX In mobile screen layouts for dealers with OEM-branded Checkout, prevent delivery image from duplicating.

Dashboard (alpha version)

  • NEW Customer DOB is now displayed for Partial Orders.
  • IMPROVEMENT Vehicle condition is shown everywhere the vehicle description is shown.
  • IMPROVEMENT On Order and Lead details pages, user’s estimated credit score is now displayed as the range they selected in Checkout.
  • IMPROVEMENT On Order and Lead details pages, website source url is now a clickable hyperlink.
  • IMPROVEMENT On Order and Lead details pages, the Trade section subtitle more precisely communicates the trade status.
  • BUGFIX On Order details pages, all appropriate Checkout steps are marked as complete.
  • BUGFIX On Order and Lead details pages, the trade step is always marked as complete when a trade is present on the deal.
  • BUGFIX On Order and Lead details pages, when a user completed the Checkout Upgrade step but did not select any products, display an appropriate message in the step title instead of ‘Incomplete’.

Platform

  • NEW Automatically notify the Modal support team when a credit application is sent to a dealer who is not active in DealerTrack FinanceDriver.
  • IMPROVEMENT Use a new database interface for the code that executes when a user performs actions post-Order, when product add-on categories are fetched, and when TradeIn photos are accessed.
  • BUGFIX Developer cookie now uses the correct sameSite attribute.

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