Contents
Comprehensive Page and Event Library
Introduction
Modal's Google Analytics and Facebook Pixel integrations send granular Modal interaction data to their respective platforms.
Commonly, dealers and marketing teams intend to use this data to measure Modal's value via Lead and Order conversions, and to retarget users with advertisements who engaged with Modal's digital retailing tools.
Below are the critical tracked steps in a Modal Checkout flow beginning with Checkout initialization and ultimately leading to a partial or full conversion of a Checkout retailing session.
Core Conversion Events
|
Event |
Description |
|
InitialClick |
User clicks on a button to launch Checkout. |
|
LeadSentPartialCheckout |
User inputs contact information, then chooses to exit Checkout without saving their progress. |
|
LeadSentContact |
The user input their information and then sent a message to the dealer from within Checkout. |
|
LeadSentHold |
User inputs contact information then saves a link to their session to resume later. |
|
LeadSentTestDrive |
User engaged the Test Drive modal and requested an appointment. |
|
PlaceOrder |
Event fires when the user has completed the main Checkout flow by placing an Order. |
Comprehensive Page and Event Library
The following pageviews and events are listed in the order they will occur in the typical lead-gated Checkout flow.
|
Page |
Event |
Description |
|---|---|---|
|
any |
ChatLaunched |
User opens the Chat window |
|
|
ChatAnswered |
Chat agent responds to user message |
|
CheckoutInit |
InitialClick |
User clicks on a button to launch Checkout. |
|
LeadForm |
User information lead form presented . |
|
|
LeadFormComplete |
User completes all required fields and clicks the submit or continue button. |
|
|
PriceRevealModal |
Present initial price immediately following the lead collection. |
|
|
PriceRevealComplete |
||
|
PaymentModal |
Payment calculator modal. |
|
|
PaymentModalComplete3 |
User clicks continue button to proceed |
|
| TestDriveModal |
LeadSentTestDrive |
User engaged the Test Drive modal and requested an appointment. |
|
CheckoutStartSummary CheckoutStart *Jan 19, 2021: this is the new name for the same step |
||
|
ExpandIncentives |
User views detailed incentive breakdown |
|
|
ExpandTaxFees |
User views detailed tax and fee breakdown |
|
|
ProceedToCheckout |
User clicks continue button to proceed in Checkout |
|
| CheckoutMenuModal |
|
Menu button always visible in the main Checkout header |
|
MyDealExpanded |
User clicks to view deal price overview |
|
|
MonthlyPaymentExpanded |
User clicks to view deal monthly payment overview |
|
|
SaveOrderExpanded |
User clicks to view 'Save Order' menu where they can send themselves a link to resume Checkout later |
|
|
ContactDealerExpanded |
User clicks to view dealer contact form |
|
|
CheckoutPaymentTypeSelect |
User can choose the payment type for their Checkout session: Finance, Lease, Cash |
|
|
Upgrades |
Options and upgrades. Presence of these virtual pages and number of pages depends on dealer configuration and vehicle type. |
|
|
UpgradeSelected |
User toggles an upgrade from enabled to disabled, or vice versa. |
|
|
UpgradesComplete |
User completes the upgrade selections. The event will fire whether or not the user selects any upgrades as long as they moved forward in Checkout. |
|
|
DeliveryOption |
Present the user with pickup and delivery options, depending on the dealer delivery settings | |
|
DeliverySelected |
User requests vehicle delivery from dealer | |
|
PickupSelected |
User requests vehicle pickup at dealer | |
|
DeliveryComplete |
User made a selection and clicked continue to move to the next Checkout step | |
|
TradeIn |
||
|
TradeInVehicle |
User chooses to trade-in a vehicle. |
|
|
TurnInLease |
User chooses to trade-in a vehicle. |
|
|
NoTradeIn |
User chooses to not trade-in/turn-in a vehicle. |
|
|
TradeInVehicleInfo |
||
|
TradeInVehicleInfoComplete |
||
|
TradeInCondition *Jan 19, 2021: This step is deprecated. The associated actions now occur in the above step "TradeInVehicleInfo" |
||
|
TradeInConditionVeryGood |
||
|
TradeInConditionGood |
||
|
TradeInConditionFair |
||
|
TradeInValue |
Present user with trade-in valuation. |
|
|
TradeInValueAccept |
User clicks the accept button. |
|
|
TradeInValueNotAccept |
User clicks the not-accept button. |
|
|
PaymentCalc |
Payment calculator. |
|
|
FinancingSelected |
User selects the finance payment option. |
|
|
LeaseSelected |
User selects the lease payment option. |
|
|
CashSelected |
User selects the cash/pay-in-full payment option. |
|
|
MonthlyPaymentSelected |
User adjusts the monthly payment. |
|
|
DownPaymentSelected |
User adjusts the down payment. |
|
|
PaymentTermsSelected |
User selects the term in months. |
|
|
FicoModal |
||
|
FicoSelected |
User selects a FICO score range or enters a score. |
|
|
SpecialOfferTermsModal |
Present if there are special offers for the vehicle. |
|
|
SpecialOfferSelected |
User selects a special offer (e.g., conditional rebate). |
|
|
PaymentTermsModal |
Term in months. |
|
|
PaymentTermsSelected |
User selects a term in months. |
|
|
BuyerInfo |
Buyer billing info. |
|
|
AddCoBuyer |
||
|
BuyerInfoComplete |
||
|
BuyerCreditApp |
||
|
BuyerSsnEntered |
||
|
BuyerFinanceTermsChecked |
||
|
BuyerCreditAppComplete |
||
|
BuyerSkippedIACreditApp |
Buyer has skipped filling in the information required for the credit application. |
|
|
CoBuyerInfo |
Co-buyer billing info. |
|
|
CoBuyerInfoComplete |
||
|
CoBuyerCreditApp |
||
|
CoBuyerSsnEntered |
||
|
CoBuyerFinanceTermsChecked |
||
|
CoBuyerCreditAppComplete |
||
|
CoBuyerSkippedIACreditApp |
Co-Buyer has skipped filling in the information required for the credit application. |
|
|
LoanOffers |
Present when Instant Financing is enabled. |
|
|
LoanChosen |
User has chosen an approved payment. |
|
|
LoanNotChosen |
User proceeds without selecting a loan. |
|
|
userRejectedIACreditOffers |
At least one offer was present, but user clicked on ‘Skip this’ button and rejected the offers. |
|
| RetargetedLoanChosen |
User has chosen an approved payment that was automatically sent to them from Modal in a retargeting email. |
|
|
ReviewOrder |
||
|
ExpandIncentives |
||
|
ExpandTaxFees |
||
|
PlaceOrder |
Event fires when the user has placed an order. |
|
|
SaveOrderModal |
||
|
SaveOrder |
User inputs contact information then saves a link to their session to resume later. |
|
|
LeadSentHold |
User inputs contact information then saves a link to their session to resume later, and there was enough user information captured to send a lead to the dealer. |
|
|
PostOrderInfoUpload |
||
|
PostOrderDriverslicenseUploaded |
||
|
PostOrderInsuranceUploaded |
||
|
PostOrderVerifyTrade |
||
|
TradeInPhotoUploaded |
||
|
TradeInVinEntered |
||
|
PickupAppt |
||
|
PickupApptSchedule |
User schedules an appointment to take delivery. |
|
|
PostOrderUpgrades |
||
|
UpgradeSelected |
||
|
PostOrderSummary |
||
|
ExpandIncentives |
||
|
ExpandTaxFees |
||
|
ExitModal |
||
|
ExitSave |
User saves their progress and exits Checkout. |
|
|
ContactModal |
||
|
LeadSentContact |
The user input their information and then sent a message to the dealer from within Checkout. | |
|
AbandonWarningModal |
Warning if user attempts to exit Checkout without saving their progress. |
|
|
ExitAbandon |
User proceeds to exit Checkout. |
|
|
CancelExit |
User cancels exit and returns to Checkout. |
|
|
LeadSentPartialCheckout |
User inputs contact information, then chooses to exit Checkout without saving their progress. |
|
|
any post order page |
ExitComplete |
User exits Checkout after completing a purchase (clicked **PlaceOrder**). |
Notes:
- User lead info collection in savings-gated or lead-gated Checkout sessions only.
- Price reveal in savings-gated flow only.
- This step is only shown when the session is initiated using the Payment CTA.
- This step is only shown when the session uses Modal's Instant Approval feature.
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