Special Automotive Features
Creating a Campaign
Initiate the LeadMiner client software and log in. Click on the Get Campaign button. Please note that when online and idle for 30 minutes, the connection may be terminated. If the Get Campaign button is clicked and nothing happens, you will need to reestablish the connection. You can check the status of the connection in the Go Campaigns Client Message area at the bottom of the window.
Beginner Note#1
Once you have decided that is time to create a real campaign, rather than experiment with sample campaigns, Click Create Real Campaign. Otherwise select Cancel. When you no longer wish to see this Beginner Note window it can be disabled by checking Do not show this again.
Choose a campaign from the dropdown list (currently there is only one auto campaign), name the campaign with a unique name and click OK
Helper Windows
Helper windows are specific to the campaign. They offer information and an opportunity to open the User's Guide, and can be disabled by checking Do not show this again.
Selection attributes
Selection Attributes in the Create campaign window are specific to the campaign and to the type of data.
The required input fields are titled in red. Use additional attribute selections to refine the target market for your campaign. Dropdowns 
offer choice when selecting attributes and should be used to select the desired value from a list. We recommend using ranges for additional flexibility. If specifying a range in a field such as Age, be sure to include the hyphen
(-) between the low and high values. - e.g. 25-35. For Zip Code fields, a primary Zip code may be entered and a Zip Range (0-99 miles) radius assigned.
If no number is entered in the Zip Range field, then only the zip code entered will be used to obtain the campaign leads. Use the convenient Find Zip Codes button to look up the desired city, state's zip code online at http://zip4.usps.com/zip4/citytown.jsp.
Most of the attribute fields can have multiple values assigned. This is done by holding down the Ctrl key while mouse clicking on each appropriate value in a box.
You can also select a group of values by clicking on the beginning and ending values while holding down the Shift key.
Once all the selection attributes have been assigned, click Create Campaign.
Once the selection attributes has been completed click Create Campaign, then click Continue.
Pay for your campaign in the usual way.
Note Regarding Ages and DOB in Campaign Results:
The age field is a static field whose values are received from credit bureaus. It is not calculated at the time the campaign is generated, but has been set at some previous point in time and captured into the data. Due to this, it is possible to have an "off by one" error between what a user would expect to appear in the Age field in conjunction with the date listed in the DOB field of each prospect. This is normal, and occurs only occasionally.
Auto's Specialized CRM
To insert vehicles, images and financing offers in the CRM follow the instructions in the Vehicle and Financial Libraries (highlighted below). The vehicles that have been selected for each lead will be shown in the box outlined by the blue line. It is important to note that you cannot alter the financing fields directly. They will change only when the finance library has been applied. While you can alter the selected vehicle data directly, we suggest that you do not, because it will only apply to the lead that is showing, which may confuse you later.
Special Options
Force Template Update on Startup
Normally, when checking for template updates, LeadMiner checks the last time templates were updated on the server and compares it to the last time your templates were updated. Only if the server date/time is newer does it go on to check each template for changes. Checking this option bypasses the initial date check and always examines each template to see if could be updated.
Set Sales Tax Rates
This option is only used in the Automotive industry. Click on it to input/update the sales tax rate for the State and County your campaigns reference.
Set Pre-Qualified Factor
Pre-Qualified Factor is set as 0.5 as the default. The Pre-Qualified factor is used in conjunction with a vehicle category's Min income to determine the Pre-Qualified Amount for each prospect. For example, if a category is assigned to a vehicle which sells for $50,000, and the Pre-Qualified factor is left at the default setting of 0.5, then the category assigned to the vehicle you are promoting should have a minimum income of at least $100,000 for each lead to satisfy the Pre-Qualified amount. The Pre-Qualified Factor setting is often used to calculate a dealer's own financial standards policy for pre-qualification.
Email Settings
This option is required to be completed if you are planning to send out an email campaign. Click on it to input the settings, so that the information will be available during the email campaign creation. Before sending out an email campaign you must specify your "Outbound Mail Server" and your "From Address", either from the main client Options area, from the CRM options menu, or using the eMails button. The email settings window is pictured below. If you find you do not know how to fill it in, you will need to contact your system administrator or other contact to obtain the correct settings.
Your Vehicle Library
Click on the vehicle Edit icon 
to access the vehicle library
You can enter up to 1024 vehicles into your library. Each vehicle can have up to 3 different images.
To insert an image, left-click on the placeholder image and select Replace... from the image action box.
Click Ok then select the image from your collection of images wherever they may be. In the example below all of this user's images are stored in the cars directory.
Prospect Profiling
Prospect profiling allows you to match your vehicles to the buyers in your campaign. This is done by creating a set of appropriate categories. Each category describes the profile of a buyer. An example category has been provided. You can alter it any way you wish and add your own as needed.
To add a new category...
Input a unique name and use the drop downs to create its profile. In the example below, we are using a profile obtained from the manufacturer, so we're calling it the Honda Civic. Once a category has been fully described click the Add button. Before exiting the vehicle category box, be sure to click on the Apply button, or your changes will not be saved.
To update a category...
Select the category from the list and its information will be populated into the fields and dropdowns below the selection box. Make the changes you want to the dropdowns, then click the Update button. Again, before exiting the vehicle category box, be sure to click on the Apply button.
To delete a category...
Select the category from the list and its information will be populated into the fields and dropdowns. Click the Delete button. Again, before exiting the vehicle category box, be sure to click on the Apply button.
Apply the Vehicle Library
Once your library is ready you'll want to apply it to every lead in your auto campaign.
To do this click on the Apply button, 
which will launch the following box.
Select the first option to Let LeadMiner select vehicles and your library, (based on your prospect profiles and our Dynamic Automotive Selections), will be automatically applied. You can restrict this process by selecting a subset of categories from the list. (You may want to do this to promote a known group.)
To select more than one category, hold down the Ctrl key while mouse clicking on each appropriate value in the box. You can also select a group of values by clicking on the beginning and ending values while holding down the Shift key.
How Dynamic Automotive Selections Work
The basis of all dynamic selections (when LeadMiner selects the vehicles) are the categories assigned to each vehicle in your library. When you assign vehicles to your leads using dynamic selection, the following mechanism is used for each lead in your campaign:
- The Vehicle library is searched, starting with Vehicle#1.
- The categories assigned to each vehicle are checked to see if the current lead fits any of those categories. A lead fits, if all of the specified characteristics fit.
- The lead must be at least as old as the category’s Min Age and no older than the category’s Max Age.
- The lead must earn at least as much as the category’s Min Income and no more than the category’s Max Income.
- The lead must also match the category’s Sex, Marital Status and Number of Children specification.
- If the lead fits any of the categories specified for a vehicle, then that vehicle is assigned to the lead, otherwise the next vehicle in the library is checked in the same way.
- Once 3 vehicles have been assigned to a lead, the lead is considered completely assigned and the next lead is assigned vehicles in the same manner.
- If you checked “Restrict categories to the ones selected” option, only those categories selected are considered when searching assigned categories, otherwise all categories assigned to a vehicle are checked.
Notes:
- Some leads may not be completely assigned. This happens when the vehicle library is too small and/or the categories assigned to your vehicles are not defined broadly enough.
- This method favors vehicles toward the beginning of the library. That is, with all other selection attributes being equal, vehicles with lower numbers will be assigned more often. This will be more apparent if your vehicle categories are defined too broadly, especially if vehicles at the beginning of your library are assigned very broad categories.
Category Setup and Qualified Income
When creating or modifying categories, be sure to set your Min Income and Max Income attributes in accordance with the Pre-Qualified Factor you have set. In other words, if the price of vehicle #1 is $50,000, and your Pre-Qualified Factor is set as 0.5 (the default) only assign categories to Vehicle#1 where the category’s Min Income is $100,000, or more. Otherwise, if you assign a category to a vehicle, where the category’s Min Income is only $90,000, a lead with an income of only $91,000 will satisfy the category’s Min Income, but may not satisfy your own financing standards, which calculate to $100,000.As an alternative to this, you can specifically promote up to 3 vehicles by selecting the Apply these specific values to all leads option, and then selecting the specific vehicles from the dropdown lists. Using this method, every lead will contain the same 3 vehicles. Your Finance Library
Click on the finance Edit icon 
to bring up the finance library.
Each entry in this library describes either a loan or lease program. You can enter as many of these as you need with the Add Row button. Enter a Program Name for each entry. The name must be unique and if left blank it will be dropped from the list when you exit LeadMiner.
If you do not select the Lease option, the entry will be considered a standard bank loan with 100% financing. If Lease is selected, you can then enter the Residual % and the Money Factor. If no Money Factor is entered, it will be inferred from the interest rate.
Apply the Finance Library
Once your library is ready and you have applied your vehicles, you're ready to apply the financing to each vehicle in each lead in your auto campaign. If desired, you can name the Finance Programs according to FICO scores needed to qualify, or name the finacing programs per your company's policy.
Click on the Apply button
to initiate the operation. You will then see this box.
Select the appropriate options, then click apply. This will fill in all the financing information in the CRM, which can then be used in your final product (letter, postcard or email).
IMPORTANT: Always review the results via the CRM to insure things look as you expected.