Daily Processes
Guardian
Website Tools
Buy/Sell Processes
100

What should be the first thing you do when you log in each morning?

Forward your emails to support

100

You get a contract for Guardian, what are you asking the Dealer for before you can set up their account?

To confirm their URLs

100

What do you do if a dealer sends you a demand letter? 

Let them know you're sending over to our compliance team who will be in touch. Then send to Chris S. 

100

How often does a new churn list come out? 

Monthly

200

How long do you have to move your ticket out of the "assigned column" 

24 hours

200

What types of advertisements should you run through the Ad Analyzer?

Finance, lease, or cash offer ads

200

What do you do if a customer asks you for a banner that doesn't block any cookies

State that we do have an opt-out banner that acts as a disclaimer to the use of cookies but doesn't actually block them or gain consent. Mention this is not something we recognize as a compliant measure but is better than no disclaimer at all. This could open the dealer to potential liability and we will need an opt-out form signed before proceeding unless they update the banner themselves

200

You see one of your groups on the churn list. What do you do?

Put a task on your calendar to process the churn for the "Effective Date"

300

What is required when editing your time card? 

Adding a note

300

What is required if the dealer excludes tax title and registration fees? 

Disclaimer stating these are excluded from advertised price

300

Where does the reference ID go when creating a DDC SMS Terms of Use iframe?

The original privacy policy 

300

Your dealer is buying a location AND selling a location at the same time. How do you handle?

Have them send the 30-day notice to cancel the location they're selling and request a contract for the location they're adding
400

What do you do when a customer asks to cancel? 

Mark the company as initatied churn, if they are your customer respond thanking them for letting you know and saying your sorry to hear they want to cancel and ask for any addl info. Then send an email to debby and melody so debby can call. If they aren't your customer you can thank them for letting you know and let them know a member of our team will reach out for next steps

400

What should be listed instead of "down payment" in a lease add? 

"Amount due at signing" 

400

What does the banner look like if if the wrong ID is installed?

Our old CA banner which has an x button on the middle right hand side

400

What step of the cancellation process requires that a "ticket" be made? 

A fresh service ticket needs to be made to request a return label for security scanning devices

500

What is the first step when you're asked to update the privacy policy for the dealer's texting campaign?

Create the SMS terms of use iframe and send it to the provider for installation and then ask the dealer to run that through their aggregator for approval. 

500

What is the amount that can be used as a "per-thousand" metric instead of listing full monthly payment? 

$17.95

500

What are 2 differences between Google Consent Mode & Advanced Google Consent Mode

  • ag Behavior: Google tags fire as soon as a user lands on the website, but adjust their behavior dynamically based on consent. [1, 2]
  • Cookieless Pings: Before the user makes a choice, tags send small, anonymous "pings" to Google. These pings contain absolutely no personal data or cookies, but communicate basic site activity and consent status. [1, 2]
  • Modeling: Uses these anonymous pings to power advertiser-specific machine learning. This helps fill the gaps by estimating conversions in Google Ads and behaviors in Google Analytics. [1, 2, 3]
500

A customer is purchasing a location from another ComplyAuto organization. What is the first thing you do?

Have the seller's CSM reach out to request the Authorization & Consent Release form

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