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Pages Editor

Alex Mickan Andrew J Andrew S
By Alex Mickan and 2 others
37 articles

How to Print a PDF of a Car Listing From the Dashboard

Printing a PDF version of a car listing is a great way to create on-lot display material, often referred to as a silent salesman. These printed sheets can help highlight vehicle details, pricing, and key selling points for customers browsing in person. There are two ways to generate and print these listings, depending on your needs: - Multiple Car Option – Best for printing several listings at once, ideal when refreshing stock displays across the yard. - Single Car Option – Best for printing one individual vehicle listing, quick and convenient for spot updates or special vehicles. Both methods are outlined below with step-by-step instructions so you can choose the option that works best for your workflow. Multi-Car Option Firstly, Please navigate to your Dealer Studio Dashboard: Then please navigate to stock Please make use of the search option and filter feature to locate the cars you want. Please select the vehicles that you would like to print out; Once you have located the cars you wish to print out, tick the box in the top left of their listing that reads "Select for print". And once you have selected them, navigate to the top right where the "Print Selected Hits" option appears. The PDF version will then be exported and sent to your email, This should not take long. Navigate to your email where the PDF will be sent to you Open the email and click on the link that is sent. Clicking on the link will open up the PDF and there, you can print it or download it. Single-Car Option Firstly, please Navigate to the listing Once there, click on it. Then, once on the listing, click print at the top right. This will automatically put the PDF in your downloads. Then Access your downloads and see the PDF Here, click on the PDF and it will open up to a page where you can print it. And there you go, you've successfully printed out your listing in PDF form! Please see video on this process for any clarity. https://res.cloudinary.com/total-dealer/video/upload/v1762929162/Silent_Salesman_hi2mlv.mkv

Last updated on Nov 12, 2025

Team Dashboard: A Quick Guide

The Team Dashboard allows Admins/Managers to manage all user accounts and team settings in one place. From adding new users to controlling access levels and department assignments, this area ensures your team is properly structured and secure within the CMS. Overview The Team Dashboard is designed for user and permission management. It’s not focused on analytics or performance tracking; instead, it provides the tools you need to create, edit, and organize team members across different departments and locations. You can: - Add new users and manage their login details. - Assign roles and permission levels. - Control which lead categories users can access. - Allocate users to specific departments (Team Profiles). - Manage multi-location access. Creating a New User 1. Click “Add User” at the top of the Team Dashboard. 2. Fill out the following details: - Full Name: The user’s name as it should appear in the system. - Position / Job Title: Helps identify their role within the organization. - Email Address: Used for login and system notifications. - Phone Number: Required for multi-factor authentication (MFA) during login. Once you’ve entered all required details, click Save to create the account. The new user will receive an email invitation to set up their password and complete their MFA setup. Setting Roles and Permissions Each user can be assigned a role that defines what they can see or do in the CMS. Roles typically determine access to content management, lead data, settings, and reporting. You can also: - Assign users to one or multiple locations (departments) if your organization operates across different sites (dealerships). - Adjust permission levels if a user’s responsibilities change (for example, promoting a salesperson to a manager role). - Manager role has admin level access to the CMS and will be able to see more things in the dashboard. Tip: Keep permission levels limited to what’s necessary to maintain data security and prevent accidental changes. Lead Category Access You can restrict each user’s access to specific lead categories, ensuring they only view leads relevant to their role. Common lead categories include: - New Vehicle Enquiry - Used Vehicle Enquiry - Service Enquiry - Test Drive Booking - Parts Enquiry - General Enquiry Select one or multiple categories as needed. This helps streamline workflows and maintain privacy between departments. Note: Always review Location (department) allocations and lead category permissions after any organizational changes to ensure access remains accurate. For eg: John is allocated to Location A, he can only receive leads from Location A. Team Profile Every user can be assigned to a single Team Profile, which defines their primary department or business area. This helps with reporting, internal communication, and organizational clarity. Typical team profiles include the following Category (department): - Management , Sales, Pre-Owned Vehicles, Fleet, Service, Parts Within each user’s profile, you can also add a biography. This is a short description of their role, background, or responsibilities—useful for internal reference or displaying on public staff pages. Position (Hierarchy Level) Within the Team Profile settings, you’ll find a dropdown field called Position. This setting defines the user’s hierarchical level within the team or department. The dropdown includes numeric values from 1 to 5, where: - 1 represents the highest level in the hierarchy (e.g., General Manager, Dealer Principal). - 5 represents the lowest level (e.g., Trainee or Support roles). This hierarchy can be used to determine the display order of team members on your public team page. Each team profile is shown as a tile, and the tiles are arranged according to the position index—starting with 1 at the top or front of the list. Tip: Assign each user a position level that accurately reflects their role to maintain consistent team structure and permissions. Managing Existing Users - Edit User: Update details, roles, or permissions as needed. - Removing User: Remove dealership access. Cautious: Always review before removing a user from the dealership. Removing them will erase all existing data and can never be retrieved again. Best Practices - Review user permissions regularly to maintain proper access control. - Encourage staff to keep their contact details up to date to prevent MFA issues. - Use descriptive job titles and accurate team profiles for better visibility and reporting. - Limit high-level permissions (like admin access) to a small number of trusted users. What's Next: To learn how to create a Team Page on the website, visit: How to create Team Page

Last updated on Nov 16, 2025

Adding Special Offers via Page Editor

Adding Special Offers via Page Editor This guide will walk you through the steps to add and update special offers directly through the Page Editor. Keeping your special offers up to date is a great way to promote current deals, highlight seasonal campaigns, and engage customers visiting your website. Using the Page Editor, you can easily upload images, update text, and link your offers to relevant vehicle listings or enquiry forms. Follow the steps below to learn how to create, edit, and publish your special offers efficiently. Finding the Page Editor Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit How To Add Special Offers 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the '+' icon appears. Click on the icon, then scroll down and select the Special Offers button. A range of offers will appear on the page. Hover your mouse over the left-hand side until the 6 dots icon appears. Click on the icon, then select the Edit Settings button. 3. A box will appear where you can customise your offers based on: - All Makes - All Models - All Bodies - All Categories - State - You can Filter how many offers show - Model Tabs filter via model type: Once completed, all relevant special offers will be displayed on your page. To amend these in the future, simply return to the Edit Settings button and change the filters as required. Please see attached video for reference. https://res.cloudinary.com/total-dealer/video/upload/v1762997770/Adding_Offers_sz4ozv.mkv

Last updated on Nov 13, 2025

Editing and Adding Text via Page Editor

This guide will take you through the simple steps to edit existing text or add new content to any page on your website using the Page Editor. Keeping your text up to date helps ensure your pages remain accurate, engaging, and aligned with your latest promotions or business information. With the Page Editor, you can easily make quick changes - such as updating headings, adjusting descriptions, or adding new sections. Finding the Page Editor Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit Adding and Editing Existing Text on Your Pages If the text is in a simple text block, click directly on the text you want to change and start typing. Highlighting the text will give you options to apply basic formatting, such as bullet points, links, bold, italics, and superscripts or subscripts. To access additional formatting options, hover over the text and click the six-dot icon on the left-hand side of the page. - H1 - H6: Heading sizes with H1 being the largest and H6 being the smallest - Convert to: Choose between text or list options - Alignment: Set the text to the left, centre, or right of the page - Contain: Shift the text slightly inward, creating some space between the text and the edges of the article or container - Background colour: Option to choose a background colour or customise - Text colour: Option to choose text colour or customise - Margins: Space above and below the outside of an element - Padding: Space above and below the inside of an element - Move Up: Moves the section higher on the page - Delete: Delete the entire section - Move Down: Moves the section lower on the page You are also able to preview your draft changes in a new tab before publishing: Please see attached video for further clarity. https://res.cloudinary.com/total-dealer/video/upload/v1763003906/How_to_Add_or_Edit_Text_ifbzg2.mkv

Last updated on Nov 13, 2025

How to add/create a Location

This guide walks you through adding/creating a new location in the CMS. Before you begin, it’s important to understand that the CMS has two levels of settings: - Dealer Level (where locations are created and configured) - Website Level (where locations are assigned to a specific site) You must complete setup at the Dealer Level first before locations can be added to any website. Step 1: Go to Dealer-Level Settings 1. Navigate to the Dealer Level in your CMS Dashboard. 2. On the left-hand sidebar, click Settings. 3. In the Settings section, locate the following two options: - Address - Locations You must set up the Address first before creating a new location. Step 2: Set Up the Address The CMS/Dashboard includes Google Maps search integration to ensure accurate address information. 1. Go to Settings > Address. 2. Start typing the location’s address in the search field. 3. When Google Maps displays the correct match, select the result instead of typing manually. 4. The system will automatically fill all fields in the address form using Google’s data. 5. Review the information and click Save. Important: Always select the Google Maps result to ensure standardized formatting and avoid location-related issues on the website. Step 3: Create the Location (Dealer Level) Once the address is saved, you can now create a location. 1. Go to Settings > Locations > New Location (top right) > Open old Location form. 2. Create a new location and fill in all required fields. 3. There are three location types: - Sales - Service - Parts Required Fields Make sure you complete the following fields for each location type: - Name (give a meaningful name, e.g., Bundoora Brand - Sales) - Manufacturer ID - Leave blank if you’re setting locations for a group site. - Location Type (Sales, Service, or Parts) - Dealer License Number - Motor Vehicle Repairer Number - Address - Phone - Opening Hours Once completed, click Update Location to save your changes. Note: If you manage a group with multiple dealerships (e.g., 10 dealerships), you must set up all of their Sales/Service/Parts locations here at the Dealer Level (e.g., total should be 30 locations). Step 4: Add the Location to a Website After creating your locations at the Dealer Level, you can assign them to any dealership website or group site. 1. Stay at the Dealer Level, then go to Websites. 2. Select the website where you want to add the locations. 3. You are now on the Website Level (important!!!). 4. On the left sidebar, click Locations. Assign the Pre-Created Locations Since the location was already created at the Dealer Level, do not recreate it here. 1. Find the Locations field at the bottom of the page. 2. Click the field to open the dropdown list of available location tags. 3. Select the correct location(s) for this website. Remember: - All three location types (Sales, Service, Parts) MUST be added if applicable. 4. Click Update Locations to save. 5. Refresh the page. 6. You will now see all added location types in the locations table/list above the field. And That’s It! Once added, the website will automatically pull the location information you've configured and display it live on the site. Any updates made at the Dealer Level (address, hours, phone, etc.) will flow through to all websites using that location.

Last updated on Jan 20, 2026

Adding Buttons via Page Editor

This guide will walk you through how to add buttons to your website pages using the Page Editor. Buttons are a great way to draw attention to key actions and helps improve user engagement across your site. With the Page Editor, you can easily insert new buttons, customise their text, adjust their styling, and link them to any page, form, or URL. Follow the steps below to learn how to create effective, clickable buttons that enhance your page layout and guide customers to the right place. Finding the Page Editor Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit Adding and Editing Existing Buttons on Your Pages 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the '+' icon appears. Click on the icon, then scroll down and select the Buttons button. A generic Contact Us button will appear. 2. Hover your mouse over the left-hand side of the page where the button is until the 6 dots icon appears. Click on the icon, then select the Edit Settings button. 3. A box will open to customise the button as desired with shape, text and URL. You may select Rounded buttons, colours of the button, link and edit text *Note - Primary defaults to blue in our dashboard, but on your website it will be based on the primary colour of your theme. Please see attached video for further clarity. https://res.cloudinary.com/total-dealer/video/upload/v1763085339/Adding_Buttons_gdmqxa.mkv

Last updated on Nov 14, 2025

Adding a Card via Page Editor

This guide will walk you through the process of adding a card component to your page using the Page Editor. Cards are a versatile way to present information in a clean, structured, and visually appealing format. With the Page Editor, you can quickly add a new card, update its text, insert images, adjust layout options, and link it to relevant pages or forms. Cards help improve readability and make important content stand out. Follow the steps below to learn how to create and customise cards to enhance your page design. Finding the Page Editor Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit Adding and Editing Existing Cards on Your Pages 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the + icon appears. Click on the icon, then scroll down and select the Cards button. 2. When adding a card, you'll first need to choose a template. You can select one of the following options from a dropdown menu: - Empty: Start with a blank slate and design your card from scratch. - Demo: A pre-designed card with placeholder content. This is useful for quickly getting started or testing different card layouts. - BlogCta: A specialised card design for promoting blog posts or content with a call to action (CTA) button. You can preview each option by clicking on each drop-down option before selecting Get Started: How to Design a Card When selecting Demo or BlogCta options, a template will appear pre-filled which can be adjusted to your needs. When selecting Empty, you will be directed to a blank template to complete. Before editing or adding a card, you will be asked to design your cards with the following: Card Style: Shadowed, Plain Line, No border Cards/Row: Set How many Cards can display at once Carousel: Can click to look through the cards Button Style: Pick if the button has an outline, or is filled in with the colour below Button Colour: Redirect e.g. if you want a 'Contact Us' CTA, you can change the colour of the button You may then be directed to Add Card via the '+ Add New Card' Button at the bottom: A Card will appear below: Under the Content tab: - Card Heading: the title or headline of your card - Card Text: short description that provides additional context for the user - Image: the image assigned to this card - Image Alt: a short description of the image - important for accessibility reasons and also helps with SEO - Link URL: enter the full URL or relative path where users should be directed when they click the card - Link Text: text that will appear on the card's button or link Under the Colours tab, you can select colours for the heading, description and background. Further Cards can be added via the Green + button Please see attached video for further clarity https://res.cloudinary.com/total-dealer/video/upload/v1763085949/Adding_Cards_qtuxvi.mkv

Last updated on Nov 14, 2025

Adding and Changing Image Banners via Page Editor

This guide will walk you through the steps to add new image banners or update existing ones using the Page Editor. Image banners are an effective way to showcase promotions, highlight key messages, and visually engage customers as they browse your website. Keeping your banners fresh ensures your site stays current, visually appealing, and aligned with your latest campaigns. Follow the instructions below to learn how to manage your banner images quickly and confidently. ** Finding the Page Editor** Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit Adding and Editing Existing Image Banners on Your Pages 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the '+' icon appears. Click on the icon, then scroll down and select the Image Banner button. 2. A box will open to customise your banner. You will be directed to select either an existing image or a custom image. **Existing Image: ** Selecting Existing Image will allow you to choose from 3 categories: - Dealer Studio Images: These are stock-like images grouped under categories such as Trade-In, Contact Us, Service and Parts, Careers, and more. - Manufacturer Images: Certain manufacturers provide images that can be used for your website. - Model Images: Some vehicle models have specific banners or images available for use. You will be able to preview the banner before continuing. Custom Image: Upload the desired image by selecting Choose file. 3. Select Next 4. Select Banner Layout Banner layout type: - Default: Our default Image Banner layout used on the majority of pages. - Full-Size: Fit the entire image on the page at all screen sizes. - Custom Height: Set custom mobile and desktop heights that are adhered to on all screen sizes. - Custom Aspect Ratio: Choose a custom aspect ratio (width and height) that is maintained at all screen sizes. Image layout option: - Cover: Cover the entire banner with the image (may cause clipping of the image). - Contain: Contain the entire image within the banner (may cause empty spaces to appear). Review the banner layout preview before selecting Next 5. Select Overlay An overlay is optional and can be used to enhance readability or add emphasis to text by darkening or lightening the background. If using an overlay, you can select the colour and opacity as shown: Choosing an overlay is useful if you want to make text or buttons stand out more against a busy or complex image, which can be added in the next step. 5. Adding Content Once the base of the banner is set, you can add content on top. Simply click the + button to the left of the Image Banner text to add text, headings, or buttons over the banner. To edit the format of text or headings added to the banner, select the 6 dot icon. Here, you can change the text size, alignment, colour, margins, padding etc. You can make further changes by selecting **Edit Settings. ** From here you are able to add multiple buttons as well as adjust the text, colour, classname, style and link URL. The button colour defaults to blue in our dashboard, but on your website, it will be based on the primary colour of your theme. 6. Once complete, ensure to save your changes by selecting the blue Save button at the top of the page. Please see attached video for clarity https://res.cloudinary.com/total-dealer/video/upload/v1763086730/Adding_Image_Banner_emolb2.mkv

Last updated on Nov 14, 2025

How to Create Offers

This guide will walk you through the process of creating special offers for your website. Special offers are a powerful way to attract customer attention, promote seasonal deals, highlight new stock, or showcase limited-time promotions. Using the Page Editor, you can easily create, customise, and publish offers that include images, text, pricing details, and call-to-action links. Properly setting up offers ensures they are visually appealing, easy to navigate, and aligned with your marketing goals. Follow the steps below to confidently add new offers, manage existing ones, and make updates that drive engagement and sales. Finding the Offers Section Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Offers Step 4: Select the offer you want to edit or add a new offer in Adding and Editing Existing Offers on Your Website Editing Existing Offer Firstly, please select the offer you would like to edit Offer Image: What you would like clients to see Offer Name: '30k Giveaway', 'Free accessories' Hypertext name: Optional but is a subheading Description: What is your offer? Start Date: When do you want it to go live Expiry Date: When do you want it taken offline? NOTE: These are Brisbane time, Midnight, so if it is go live 1st of Jan, it will go live 12:01am 1st Jan Disclaimer: Terms and Conditions of the Offer Category: What type of offer is it? You may alter the fields as needed, then, click Update Offer Adding a New Offer Select the offer you want to edit or add a new offer in Offer Image: What you would like clients to see Offer Name: '30k Giveaway', 'Free accessories' Hypertext name: Optional but is a subheading Description: What is your offer? Start Date: When do you want it to go live Expiry Date: When do you want it taken offline? NOTE: These are Brisbane time, Midnight, so if it is go live 1st of Jan, it will go live 12:01am 1st Jan Disclaimer: Terms and Conditions of the Offer Category: What type of offer is it? Then Click Create Please see attached video for clarity https://res.cloudinary.com/total-dealer/video/upload/v1763088808/Adding_and_Editing_Offers_nmaozp.mkv

Last updated on Nov 14, 2025

Adding Columns / Alternating Columns in Page Editor

This guide will walk you through how to add columns or alternating column layouts to your website pages using the Page Editor. Columns are a powerful way to organise content, making pages more visually appealing and easier for visitors to read. Alternating columns can be used to create dynamic layouts, highlight key sections, and balance text with images for a more engaging experience. Using the Page Editor, you can quickly create single, multiple, or alternating columns, add text, images, and buttons within each column, and adjust alignment and spacing. Follow the steps below to learn how to add and customise columns effectively on your pages. Finding the Page Editor Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit Adding and Editing Existing Columns on Your Pages 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the + icon appears. Click on the icon, then scroll down and select the Columns button. 2. Two lots of text with Heading... and Text block... will appear. Hover your mouse over the left-hand side of the page where this text is until the 6 dots icon appears. Click on the icon, then select the Edit Settings button. 3. A box will open to customise your columns. To add text, simply highlight the Heading or Text block... and begin typing. To add features such as images, lists, buttons, tables or FAQs, select the plus icon next to the text block. To adjust the font, alignment, colour, margins or other features, select the 6 dots icon next to the text block. To add further columns (maximum 3), select the green + button to the right of the blue bar. How to Add Alternating Columns 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the '+' icon appears. Click on the icon, then scroll down and select the Alternating Columns button. 2. Text with Heading... and Text block... will appear. Hover your mouse over the left-hand side of the page where this text is until the 6 dots icon appears. Click on the icon, then select the Edit Settings button. 3. A box will open to customise your columns. - Reverse: This will reverse the ordering of the alternating columns. - Variant: This will change your alternating columns to the variant version. With this version, each row is wrapped in an alternating background (i.e. grey, white, grey, white, and so on). To add rows, select the green + icon. Alternating columns allow you to add as many rows as needed to create a seamless flow of text and images. 1. Below adding rows, you can switch between the text column and the image column. If each row includes both an image and text, ensure you add the content to the appropriate column to maintain the alternating layout between rows. The text column will display editable text, while the image column won’t—but you can still add text to the image column if desired. **Text Column: ** Under the content tab, to add text simply highlight the Heading or Text block... and begin typing. To add features such as images, lists, buttons, tables or FAQs, select the plus icon next to the text block. Under Desktop Customisations, you can amend the following: - Top Padding: Adjusts space between the top of the content and the container’s edge. - Bottom Padding: Controls space between the bottom of the content and the container’s edge. - Left Padding: Sets space between the content and the left side of the container. - Right Padding: Adjusts space between the content and the right side of the container. - Background Colour: Changes the background colour of the content or section. - Text Colour: Alters the colour of the text within the section. - Vertical Alignment: Positions content vertically within its container (top, centre, or bottom). Under Mobile Customisations, you can amend the following: Under Tablet Customisations, you can amend the following: Image Column: To add content in the image column, find the + button and select either text or image. You can amend custom desktop, mobile and tablet customisations in the same way as the text column. Please see attached video for clarity https://res.cloudinary.com/total-dealer/video/upload/v1763089921/Editing_and_Adding_Columns_dsbfcx.mkv

Last updated on Nov 14, 2025

How to create Team Page

The Team Page allows you to display selected team members on your website using a dedicated, dynamic template. Before creating a Team Page, you must ensure your team information is fully set up at the Dealer Level. Before You Begin The CMS/Dashboard has two levels: - Dealer Level – where team data is created and managed - Website Level – where pages are built and published Make sure you are on the Dealer Level first. Verify Your Team Setup 1. On the left-hand sidebar, go to Team. 2. Ensure all team members, roles, profiles, and positions are set up correctly. If you need guidance on Team setup, visit: Team Dashboard: A Quick Guide Once your team is set up, you're ready to build the Team Page. Step 1: Select the Website 1. From the Dealer Level, go to Websites on the left sidebar. 2. Select the website where you want the Team Page to appear. 3. After selecting, you are on the Website Level. Step 2: Create a New Team Page 1. On the Website Level, go to Pages in the left-hand sidebar. 2. Click + New Page in the top-right corner. 3. Configure the new page as follows: - Page Type: Dynamic Template - Page Category: Team - Dynamic Template: Team - Title: Enter a page name (e.g., Team) 4. Click Start Building Page. Step 3: Configure the Team Component You are now in the Page Editor. The template includes a set of pre-built components to help you get started. Identifying Components - Hover your mouse over any component. - On the left side of the component, you’ll see a six-dot icon (commonly referred to as the “chocolate bar”). - Click the chocolate bar to see the component type. Editing the Team Component 1. Find the Team component. 2. Click the chocolate bar → Edit Settings. 3. In the settings panel, choose which team profiles you want to display on the website. - For example, toggle Management if you only want management staff to appear. 4. When done, click the X (close) button in the top-right corner of the settings panel. Step 4: Preview, Save, and Publish At the top-right of the Page Editor, you will see three buttons: - Preview - Save - Publish Previewing the Page If you want to preview the page before publishing: 1. Click Save 2. Then click Preview If you skip the Save step, your changes will not appear in Preview. Publishing the Page - Click Publish to make the page live. - Publishing automatically saves your changes — no need to click Save first. - After publishing, click the URL displayed in the center to view the live page. Note: The version displayed inside the Page Editor may differ from the live website until the page has been published. That’s It! You have successfully created a Team Page. By default, your Team Page URL will always end with '/team' Your website will now automatically pull and display team information based on your team settings and filters.

Last updated on Nov 14, 2025

How to Create an Email Report

Email Reports are automated email notifications that help dealerships improve their marketing, reporting, and inventory management. These reports can be configured to notify specific departments or dealership locations about key activities and data trends—without any manual effort. Before You Begin The CMS/Dashboard has two levels: - Dealer Level – where Email Reports are created and managed - Website Level – for website-specific content and settings Email Reports must be created at the Dealer Level. Step 1: Navigate to Email Reports 1. Ensure you are on the Dealer Level. 2. In the left sidebar, go to Settings. 3. Under Communications, click Email Reports. 4. On the top-right corner, click + Email Report to create a new report. Step 2: Fill Out the Email Report Form A form will appear with several fields. Below is an explanation of each field and how to use it. 1. Users - Select the users who should receive this email report. - Suggestions may appear, but in most cases you’ll need to search by name or email. - If the user doesn't appear: - Ensure they are added as a CMS user (refer to Team Dashboard: A Quick Guide) - OR manually enter their email in the Emails field (not recommended—manual emails do not sync with user updates) 2. Emails (Not recommended) - Allows you to manually type email addresses. - Only use this if a user cannot be added through the Users field. 3. Report Type - Select the type of report/notification you want to send. - Only one report type can be selected per Email Report. - If you need multiple types, create separate entries. 4. Frequency Choose how often the report is sent: - Daily - Weekly — sent every Monday - Monthly — sent on the first day of each month 5. Send Hour - Set the hour the report will be delivered. - Default is 8 AM AEST. 6. Send Minute - Set the minute the report will be delivered (e.g., 00, 15, 30, 45). 7. Custom Report (Ignore) - This feature is currently under development. - You may leave it untouched. 8. Reporting Period - Defines the data range included in the email report. - For example: Daily, Weekly, Monthly. Tip: You can create multiple separate reports for different departments, teams, notification types, or locations. If a staff member belongs to multiple reports, they will receive one email per report, each containing its specific data. Step 3: Save the Email Report Once all required fields are filled out: - Click Save. After saving: - The Email Report will appear in the list/table. - Additional fields will now become available. (follow Step 4) Step 4: Configure Location and Lead Category 1. Click Edit on the report you just created. 2. Two additional fields will now be visible: 1. Location - Choose the dealership location the report should pull data from. - The data in the email will be based on this selected location. 2. Lead Category - Filter which types of leads should be included in the report. - For example: - New Vehicle Enquiry - Service Enquiry - Used Vehicle Enquiry - Test Drive Booking - Parts Enquiry After choosing the location and lead categories, click Update Notification. Step 5: Test Your Email Report Below the Edit button, you will find two useful test options: - Send Now — sends the report immediately to all recipients - Send Now to Self — sends the report only to you These options allow you to verify the email format and ensure the data is correct. That’s It! Your automated Email Report is now set up. Once active, it will be delivered on the schedule you configured and will help your dealership stay informed with timely marketing, reporting, and lead insights. Happy emailing!

Last updated on Jan 12, 2026

How to setup Lead Notification

Lead Notifications allow you to instantly alert your team when a new lead is generated in Dealer Studio. You can send notifications to one or multiple team members and filter them to specific enquiry types or bookings (also known as Lead Categories). Before You Begin The CMS/Dashboard has two levels: - Dealer Level – where Lead Notifications must be created - Website Level – for website-specific content Make sure you are on the Dealer Level before setting up notifications. Step 1: Navigate to Lead Notifications 1. From the Dealer Level, go to the left-hand sidebar. 2. Select Settings. 3. Under Communications, click Notifications. 4. In the top-right corner, click Add Notification +. Step 2: Select the Notification Type You will see a list of available notification types. For this guide, we will focus on Email notifications—used to send lead alerts to one or multiple email addresses. 1. Click Email. 2. A form will appear where you can configure your notification. Step 3: Fill Out the Notification Form Below is an explanation of each field and how to configure it. 1. Users - Select the user(s) who should receive the lead notification. - Suggestions may appear, but you will usually need to search by name or email. - If a user does not appear in the list: - Ensure they are added in the CMS (refer to Team Dashboard: A Quick Guide) - Or manually type their email in the Emails field (not recommended, as manual emails do not sync with user updates) 2. Emails (Not recommended) - Allows you to manually enter email addresses if needed. - Use only if a recipient cannot be added via the Users field. 3. Lead Categories Filter which types of leads will trigger this email notification. Example: If Adam handles anything related to Service, select: - Service Enquiry - Service Booking This ensures he only receives notifications relevant to Service-related leads. 4. Website - Choose the website associated with the lead source. - This filters the notification to leads originating from a specific dealership site. 5. Location - Select the dealership location the lead should be pulled from. - Helps ensure notifications are routed accurately if you manage multiple locations. 6. Lead Sources Filter leads by their origin, such as: - Website - Facebook - Phone Call - Third-party integrations This allows you to tailor who gets notified depending on where the lead comes from. 7. Subcategories (Advanced) Some lead categories have subcategories. Example: - Team Member Enquiry → Subcategory: Career Enquiry This field can be complex and is generally recommended to leave blank unless you have a specific need. Step 4: Save the Notification Once all required fields are completed: - Click Save. Your new Lead Notification will appear in the list/table on the Notifications page. Step 5: Manage or Disable Notifications For each notification: - Click Edit to update settings. - Toggle Disable to temporarily turn off the notification. - Use Duplicate to clone the notification for another team member or category. - Use Destroy to permanently delete it. That’s It! Your Lead Notification is now active and will immediately alert selected recipients whenever a matching lead is generated in Dealer Studio. Make sure to double-check your filters to ensure the right team members receive the right notifications. Good luck, and happy notifying!

Last updated on Nov 21, 2025

How to Change a Logo

This guide explains how to update the header logo on your website. This is the logo typically displayed in the top-left corner of your homepage. IMPORTANT NOTE This guide applies only to Group Sites. You must not change any brand/manufacturer logos (e.g., Toyota, Mazda, Nissan). These are strictly controlled by manufacturer compliance and must remain untouched. 1. Navigate to the Correct Level (Dealer Level → Website Level) Your CMS has two levels of settings: - Dealer Level - Website Level 1. First, ensure you’re on Dealer Level. 2. In the left-hand sidebar, go to Websites. 3. Select the website where you want to change the logo — this switches you into the Website Level. 2. Upload the New Logo 1. On the Website Level sidebar, click Edit Website. 2. Under Settings, find the field labeled Logo. 3. Click Choose File and upload your new logo image. 4. Scroll to the bottom of the page and click Update Website to save. Your logo is now updated inside the CMS, but not yet live on the website. 3. Rebuild the Website (Required to Make the Logo Live) Your changes will only appear publicly after a rebuild. Note: The Edit Website page is a Dealer Level page. You’ll need to return to Website Level to rebuild. To rebuild: 1. Go back to Website Level (repeat the navigation steps above). 2. You should now see the Dashboard Analytics page for that website. 3. In the top-right corner (beneath your username), click the down arrow beside the Open button. 4. From the dropdown, select Rebuild. A rebuild usually takes 15-20 minutes. 4. If the Logo Still Hasn’t Updated If the website hasn’t updated after 30 minutes, please contact support: 📧 support@dealerstudio.com.au Include the following so the team can assist you quickly: - Website name - Website URL - Screenshot of the issue That’s it! Your logo should now be successfully updated.

Last updated on Nov 15, 2025

How to Add a Blog

This guide explains how to create a blog post on your website. We are specifically referring to blogs only—not regular website pages. Blog pages will always end with /blog in the URL (example: https://www.example.com.au/blog). 1. Navigate to the Correct Level (Dealer Level → Website Level) Your CMS contains two setting levels: - Dealer Level - Website Level To begin: 1. Make sure you are on Dealer Level. 2. In the left-hand sidebar, select Websites. 3. Choose the website where you want to add the blog. This brings you into Website Level. 2. Open the Blog Manager On the Website Level sidebar, click Blogs. In the top-right corner, you will see four buttons: - Blog Settings – Adjust the blog layout and general appearance - Categories – Organise posts into topics such as News, Vehicle Tips, Reviews, etc. (useful for SEO and better navigation) - Recover Blog – Restore deleted blog posts - + New Post – Create a new blog post For this guide, we will focus on creating a new post. 3. Create a New Blog Post Click + New Post. This opens the Page Editor specifically designed for blog posts. Note: This Page Editor is for blog content only. To create normal website pages, go to Pages in the sidebar instead. Building the blog content A strong blog page usually begins with a visual header. To get started: 1. Hover over the blank page and click the “+” button on the left. 2. Search for and insert the Image Banner component. 3. Next, add a Heading component to set your blog title. 4. Add a Text component for your main content. These are just the basics—feel free to explore other components to create engaging, dynamic layouts. 4. Configure Blog Settings (Top-Right Gear Icon) Click the settings button (gear icon) in the top-right corner. These fields are important: - Title – The title of your blog post (required) - Featured Image – The thumbnail image shown on the blog listing page - Meta Title – Helps with SEO - Meta Description – Helps with SEO and how your blog appears on Google - Related Blogs – Link related posts together - Displayed Author – Display the author’s name publicly Don’t forget to click 'Save' after updating these settings. 5. Save, Preview, and Publish At the top-right of the Page Editor, you will see: - Preview - Save - Publish Previewing If you want to preview your blog before publishing, make sure you click Save first. Unsaved changes will not appear in the preview. Publishing Click Publish to make your blog live on the website. - Publishing also triggers an automatic save. Once published, you’ll see a URL displayed at the top center of the editor. Click it to view the live blog post. What you see in the Page Editor may differ slightly from the live version until published. 6. That’s It! You've now created and published a blog post. Remember: all blog URLs will end with /blog. Happy editing!

Last updated on Nov 15, 2025

How to Add Users to Existing Lead Notifications

Lead Notifications let your team receive instant email alerts whenever a new lead is generated in Dealer Studio. Sometimes these notifications are already set up, and you simply need to add more users to the existing setup. Here’s how to do that. 1. Navigate to the Correct Level (Dealer Level) Your CMS has two levels: - Dealer Level - Website Level Lead notifications are managed only at Dealer Level. To begin: 1. Make sure you're on Dealer Level. 2. In the left-hand sidebar, go to Settings. 3. Under the Communications section, select Notifications. You will now be on the main notifications page. 2. Find the Existing Lead Notification You can locate the notification you want to update using either method: Option A: Keyword Search Type part of the notification name into the search field. Option B: Filter by Lead Category Use the dropdown filters (Lead Category, Website, Location, Type) to narrow down the list. These tools help you quickly find the exact notification you need—even if your dealership has many configured. 3. Edit the Notification and Add Users Once you locate the notification: 1. Click Edit. 2. In the Users field, search for and select the users you want to add as recipients. - Suggestions may appear automatically. - You will usually need to type in the user’s name or email. - If the user does not appear, ensure they have been added as a CMS user first. (See Team Dashboard: A Quick Guide for instructions.) 3. Alternatively, you may enter an email manually using the Emails field, though this method is not recommended, as it bypasses user management. 4. Once finished, double-check that all fields look correct. click Update Notification to save your changes. 4. Manage other Notifications Below the Edit button, you’ll also see: - Duplicate – Create a new notification using this one as a template - Destroy – Permanently delete the notification Use these only when needed. That’s It! You’ve successfully added users to an existing lead notification. Your team will now receive alerts as soon as new leads are generated—helping ensure no enquiry is ever missed. Good luck, and happy streamlining!

Last updated on Nov 15, 2025

Profile Not Displaying on Website

If a team member’s profile isn’t appearing on your dealership website, it usually means some required information is missing or incomplete. This guide will help you confirm everything is correctly set up so the profile can display as expected. Before You Start — Quick Checklist Make sure the following steps are completed first: 1. Check CMS Level Your CMS has two setting levels: - Dealer Level - Website Level Go to Dealer Level, then in the left-hand sidebar select Team. 2. Ensure the Team Member Is Set Up Correctly If you're unsure whether the team member is configured properly, refer to: Team Dashboard: A Quick Guide 3. Ensure a Team Page Exists on the Website If you haven’t created a Team page yet, follow: How to Create a Team Page If all three steps above are completed and the profile still does not appear on the website, continue below. Troubleshooting: Required Fields for Profiles to Display 1. Go to the Team management page (Dealer Level) and find the user. 2. Click Edit. Make sure the following details are completed: ✔ Avatar (Profile Picture) Upload a profile photo. Profiles without an avatar will not display. ✔ Name Ensure the user's name field is filled in. ✔ Position Enter a job title/position for this user. ✔ Email Required user login, email will not be displayed on the website. ✔ Phone Number (for MFA) Must be provided for account security. This will not be displayed on the website. ✔ "Show Profile on Website" Toggle This must be switched ON for the profile to appear publicly. Team Profile Section Under Team Profile, check: ✔ Category Assign the user to at least one Category (e.g., Sales, Management, Service). Categories determine which team tile or section the user appears in on the website. Permissions Section Check that the team member is assigned to the correct: ✔ Location (Dealership) If the incorrect location is selected — the profile will not display on the site. Save Your Changes After reviewing everything, click Save. That’s it! Your profile should now display correctly on the website. Feel free to explore other settings while editing a user to further customise their profile.

Last updated on Nov 16, 2025

Managing Notifications

Once Lead Notifications have been created in Dealer Studio, you may need to update them—such as adding more users, adjusting lead categories, changing locations/websites, or temporarily disabling a notification. This guide will walk you through how to manage existing Lead Notifications. Before You Begin The CMS/Dashboard has two levels: - Dealer Level – where Lead Notifications are created and managed - Website Level – for managing website content only IMPORTANT: All notification setup and management must be done at the Dealer Level. Step 1: Navigate to Existing Notifications 1. Ensure you are on the Dealer Level. 2. On the left-hand sidebar, go to Settings. 3. Under Communications, click Notifications. You will now see a list/table of all existing lead notifications. Step 2: Locate the Notification You Want to Manage You can use: - Keyword search (by name, category, etc.) - Lead Category filter - Additional filters such as Location or Website Once you find the correct notification, click Edit. Step 3: Update Notification Details When editing a notification, the following fields can be updated: 1. Users Choose who should receive the notification. - Search by name or email. - If a user is missing, ensure they have been added to the CMS (see Team Dashboard: A Quick Guide). - Avoid using the Emails field unless necessary. You may enter an email manually using the Emails field, though this method is not recommended, as it bypasses user management. 2. Lead Categories Update which types of enquiries or bookings should trigger the notification. Example: If you want to include Sales team members, you may add categories such as: - New Vehicle Enquiry - Used Vehicle Enquiry - Test Drive Booking Select or deselect categories as needed. 3. Website Select the dealership website this notification applies to. Useful when managing multi-site automotive groups. 4. Location Choose which dealership location(s) the notification should monitor. This ensures the right teams receive the correct leads. 5. Lead Sources Filter notifications based on the origin of the lead: - Website - Facebook - Phone Call - Third-party integrations Add or remove sources depending on your requirements. 6. Subcategories (Optional / Advanced) Only use this if you require highly specific filtering. Example: Team Member Enquiry → Career Enquiry Most dealers can leave this field blank. Step 4: Save Your Changes Once you update any fields, click Update Notification to save your changes. Step 5: Additional Management Tools Each notification entry includes a set of useful actions: - Disable – temporarily turn the notification off - Duplicate – copy the notification and adjust for another user or department - Destroy – permanently delete the notification These tools help you efficiently manage complex notification setups across multiple teams and locations. You’re All Set! Your updated notification settings will apply immediately. Managing notifications regularly helps ensure: - The right people receive the right leads - No team member misses an important enquiry - Your dealership stays responsive across all departments If you need guidance on creating a brand new notification, refer to: How to Set Up Lead Notification

Last updated on Nov 21, 2025

Adding and Removing Locations

Occasionally, your dealership may need to add, update, hide, or remove locations on the dealership website. You may also want to prevent a location from displaying on the website without deleting it entirely. This guide will show you how to add locations to your site, remove them, hide them, and create new ones. Before You Start If you are planning to add a location, make sure the location has already been set up correctly at the Dealer Level. If haven't yet, refer to the article: How to Add/Create a Location. Accessing Website Locations In the CMS/Dashboard, there are two levels: - Dealer Level – where locations must be created - Website Level – where locations are assigned to sites Follow these steps: 1. Make sure you are on the Dealer Level. 2. In the left-hand sidebar, go to Websites. 3. Select the website you want to manage. 4. You are now on the Website Level. 5. From the left-hand sidebar, click Locations. Here, you will see: - A table listing the locations currently displayed on the website - A Locations field at the bottom containing gray “location tags,” which represent active locations on this site NOTE: Each location tag corresponds to a location listed in the table. Removing a Location from the Website If there is a location that has no relation or do not associate with the website: Step 1: Scroll to the bottom of the page to the Locations field. You will see one or more gray location tags. Step 2: Hover your mouse over the location tag you wish to remove, then press X on the location tag. Step 3: Click Update Locations to save your changes. The removed location will no longer appear on the website. Adding a Location to the Website Step 1: Scroll to the bottom of the page to the Locations field. Step 2: Click into the field to open a dropdown list of all locations created at the Dealer Level. Select the locations you wish to add (one or multiple). Step 3: Click Update Locations. Your newly added locations will now appear in the table above. Creating a New Location Recommendation: Always create new locations at the Dealer Level—it is more complete, accurate, and avoids missing address options. However, you can create a location from the Website Level if needed. To create from Website Level: 1. On the top right, click New Location. 2. Choose one of the following forms: Option A: Use the BETA Form A simplified form containing: - Name - Location Type - Address (dropdown—limited to pre-existing addresses) If the correct address isn’t available, you must create the address at the Dealer Level. Option B: Open Old Location Form (Recommended for full setup) A more comprehensive form. Important fields include: - Name - Manufacturer ID - Location Type - Dealer License Number - Motor Vehicle Repairer Code - Address - Phone - Opening Hours Once completed, click Create Location at the bottom. Final Step: After creation, ensure: - The correct location tags are added, and click Update Locations - The location appears in the location table Hiding a Location (Without Removing or Deleting It) If you want to temporarily hide a location from the website: 1. In the location table, go to the Action column (right side). 2. Click the arrow-down icon. 3. Select Hide. To show it again: - Click Show. This is useful when: - A department is temporarily closed - The dealership is undergoing renovations - You want the location removed from public view without deleting it That’s It! You now know how to: - Add locations - Remove locations - Hide or unhide locations - Create new locations Your website will automatically update based on the locations you configure at the Website Level. If you need help troubleshooting or have questions about location setup, feel free to contact support@dealerstudio.com.au

Last updated on Nov 21, 2025

Customers Dashboard: A Quick Guide

The Customers Dashboard provides a detailed overview of all your dealership’s contacts. Information is organized by full name, email, phone number, and source, making it easy to access, manage, and understand your customer data. The Customers Dashboard consists of four pages: Contacts, Test Drives, Car Loans, and Trade Plates. Before You Begin The CMS has two levels of settings: - Dealer Level — where customer data, locations, and major configurations are managed - Website Level — where settings apply only to a specific site You must be on the Dealer Level. Then, on the left-hand sidebar, click Customers. Once selected, you will land on the Contacts page. 1. Contacts The Contacts page is where you can view and manage your customer database. You can view, or delete contacts (unless the contact is protected—explained below). Top Section: Importing & Exporting At the top of the page, you’ll find options to: - Export Contacts to a CSV file for reporting or analysis - Upload a CSV File to import external lists - Add New Contacts manually to keep your database complete and up to date Search & Filter Tools The filter panel helps you narrow down customers based on different criteria: • Date Range Filter customers by the date they were created (via online enquiry or added manually). • Portal/Garage Access Shows which customers have signed up for your website’s My Garage portal (if enabled), allowing them to save favorite vehicles and manage their account. • Opt-in to Marketing Shows customers who have subscribed to newsletters, promotions, announcements, or blog updates. • Filter by Tags If you use tags on your stock, you can filter customers who interacted with these tagged vehicles. • All Lead Statuses Filters customers based on the status of their leads in your LMS (from the Leads module). • All Locations View customers associated with a specific dealership location. • Personal Shows customers who are individuals. • Commercial Shows customers set up as businesses (with Business Name and ABN). Why Some Contacts Cannot Be Deleted ? Certain customers cannot be deleted because they have associated: - Lead clusters - Text message history - Deliveries - Reviews These records must remain linked for system integrity and reporting accuracy. 2. Test Drives The Test Drives page displays all test drives your dealership has organized. From here, you can: - View and edit existing test drive bookings - Create a New Test Drive using the customer information already stored in your system This ensures all test drive activity is tracked and linked to your customer records. 3. Car Loans The Car Loans page allows you to view and manage car finance applications associated with your customers. You can: - Edit existing car loan entries - Click + New Car Loan (top right) to create a new entry - Select the customer and their chosen vehicle during setup This helps your dealership manage finance leads efficiently. 4. Trade Plates The Trade Plates page stores and manages all trade plates for your dealership. You can: - View and manage each trade plate assigned - Click + New Trade Plate to set up a new one - Choose the dealership location and assign the trade plate accordingly All active trade plates will be listed and maintained in this section. That’s it! The Customers Dashboard is your central hub for managing customer information, test drives, car loans, and trade plates. Use the filters, tools, and structured pages to keep your dealership’s customer data clean, organized, and actionable. If you have further questions or require assistance, please don't hesitate to contact us: support@dealerstudio.com.au

Last updated on Nov 21, 2025

Adding Google Reviews on the Page Editor

This guide will walk you through how to add Google Reviews to your website pages using the Page Editor. Displaying reviews is an effective way to build trust with your visitors, showcase customer feedback, and enhance the credibility of your business. Google Reviews can also help highlight positive experiences, improve engagement, and encourage new customers to take action. Using the Page Editor, you can quickly add your Google Reviews widget, customise its appearance, and adjust placement on your page to match your design. You can control which reviews are displayed, format them to fit your layout, and ensure they look professional across all devices. Follow the steps below to learn how to add and customise Google Reviews effectively on your pages. Finding the Page Editor Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit Adding and Editing Existing Google Reviews on Your Pages 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the + icon appears. Click on the icon, then scroll down and select the Google Review button. 2. This reviews section will populate; 3. You have a few options to select from formatted sections; 4. You can also select which dealership you want reviews showing from Please see attached video for clarity: https://res.cloudinary.com/total-dealer/video/upload/v1763346532/Adding_Reviews_lh8fjv.mkv

Last updated on Nov 17, 2025

How to Use Models and Model Variants on the Pages Editor

Using the Page Editor, you can easily insert a Model into any page, choose from available Model Variants, and customise each variant to fit your content and branding. This approach ensures that updates made to a Model are reflected across all pages where it’s used, saving time and reducing the risk of inconsistencies. Follow the steps below to learn how to add, customise, and manage Models and Model Variants effectively on your pages. Finding the Page Editor Step 1: On the Dealership Dashboard, select Websites Step 2: Select the desired website to edit Step 3: Once on the Website Dashboard, select Pages Step 4: Select the page you want to edit Adding and Editing Existing Models on Your Pages 1. Navigate to the desired area of the page. Hover your mouse over the left-hand side until the + icon appears. Click on the icon, then scroll down and select the Models button. Models - Component that has all vehicles under a manufacturer Model Variants - Select Model and Manufacturer Model Colours - Select Model and Manufacturer Model Features - Not prebuilt, is not automatically populated. 2. If selecting 'Models' For an example, once you select your Manufacturer, it will display this; It will look like the below when live; 3. If Selecting Model Variants Select Manufacturer and Type 4. If selecting Model Colours: Please see attached video for clarity: https://res.cloudinary.com/total-dealer/video/upload/v1763347280/Model_Variations_obehzg.mkv

Last updated on Nov 17, 2025

QR Code Dashboard: A Quick Guide

The QR Code Dashboard in Dealer Studio allows you to easily generate, manage, and track QR codes for a variety of purposes. Whether you're promoting social media channels, sharing product or service information, linking to sign-up forms, or collecting customer feedback, QR codes offer a convenient and engaging way to connect with your audience. This guide will walk you through how to create, edit, and manage QR codes in your dashboard. Before You Begin The CMS/Dashboard has two levels: - Dealer Level – Where QR codes are created and managed - Website Level – For website-specific content (not used for QR codes) You must be on the Dealer Level before accessing the QR Code dashboard. On the left-hand sidebar, click QR Codes. You will now be on the QR Code Dashboard page. QR Code Dashboard Overview The dashboard displays all the QR codes created by your dealership, sorted by: - Label (the name of the QR code) - URL (the destination link) - Views (track how many times the QR code has been scanned) - Created (how long the QR was created) - Download (click to download the QR code in .svg format) This makes it easy to review existing QR codes and monitor their performance across campaigns. How to Create a QR Code Creating a QR code is quick and simple. Step 1: Access QR Codes From the Dealer Level, use the left-hand sidebar and select QR Codes. Here, you'll see your full QR code history, including labels, links, and view counts. Step 2: Click “+ QR Code” In the top-right corner, click + QR Code. A pop-up form will appear for you to enter the details of your new QR code. Step 3: Fill Out the QR Code Form The form contains three key fields: - Label – A title or description for your QR code (e.g., “Service Booking Promo”). - Location – Select the dealership location where the QR code will be displayed. - URL – Enter the webpage you want the QR code to link to. Once completed, click Save. Step 4: Retrieve Your QR Code After creating the QR code, you will be redirected to a dedicated page where your newly generated code appears. You can now: - Download the QR code - Copy it for use in marketing materials, posters, digital displays, campaigns, or emails Well done — your QR code is ready to use! Managing Existing QR Codes Once a QR code is created, it will appear in the dashboard list. On the right-hand side, you will see the following actions: View Open the QR code page to preview or download the code again. Edit Modify the QR code’s: - Label - Location - URL Useful for updating campaigns or redirecting users to a new destination. Delete Remove the QR code permanently if it’s no longer needed. That's It! You now know how to create and manage QR codes in Dealer Studio. Use them across your dealership to improve customer engagement, streamline information access, and elevate your marketing campaigns. If you need help with anything else, feel free to contact support@dealerstudio.com.au

Last updated on Nov 21, 2025

Step-by-Step Instructions to Update a DNS Record

Connecting Your Domain to Dealer Studio (DNS Setup Guide) Dealer Studio hosts your dealership website on Vercel, while you retain ownership of your domain name. To make your website live, your domain’s DNS records must point to Dealer Studio’s Vercel hosting. This guide explains: - What happens inside the Dealer Studio dashboard - How to update DNS records at your domain registrar or DNS provider Part 1: Add Your Domain in Dealer Studio 1. Log in to the Dealer Studio dashboard. 2. Navigate to the Domains section. 3. Add your website’s domain name (e.g. exampledealer.com). Once added, Dealer Studio will automatically display the required DNS records (such as A records) for your domain. 👉 Important: Dealer Studio will show the exact values you must copy and paste into your DNS provider. No guessing is required. At this point, setup inside Dealer Studio is complete. Part 2: Update DNS Records with Your Domain Provider DNS records are not managed inside Dealer Studio. They are managed at your domain registrar or DNS provider, such as: - GoDaddy - Namecheap - Google Domains - Bluehost - Cloudflare If you’re unsure where your domain is hosted: - Check your billing emails, or - Contact your IT provider or domain administrator. Step 1: Log In to Your Domain Provider 1. Visit your domain registrar’s website. 2. Log in using your account credentials. Step 2: Navigate to DNS Management 1. Locate your domain management area (often called Domains or My Domains). 2. Select the domain you want to connect. 3. Look for an option such as: - DNS Settings - DNS Management - Manage DNS - Advanced DNS This will open the DNS records page. Step 3: Understand DNS Records On the DNS page, you’ll see a list of records. Common types include: - A Record – Points a domain to an IP address - CNAME Record – Points one domain to another domain - MX Record – Controls email delivery - TXT Record – Used for verification and security - NS Record – Defines where DNS is managed Each record usually includes: - Name / Host (e.g. @, www) - Type (A, CNAME, MX, TXT) - Value / Target - TTL (Time To Live) 👉 Dealer Studio provides the correct values for these fields. Step 4: Locate the Record to Update Based on the instructions shown in Dealer Studio, find the matching record: - A record update → Replace the IP address - CNAME update → Replace the target domain - TXT record → Add or replace the verification text If the required record does not already exist, you’ll need to add a new record instead of editing an existing one. Step 5: Update or Add the DNS Record 1. Click Edit, Modify, or Add Record (label varies by provider). 2. Enter the values exactly as shown in the Dealer Studio dashboard. 3. Set the TTL if required (commonly 300 seconds / 5 minutes). 4. Double-check spelling and formatting — DNS is very sensitive to errors. Step 6: Save Your Changes Click Save, Update, or Apply Changes to confirm. Step 7: Wait for DNS Propagation DNS changes are not instant. - Updates may take a few minutes up to 48 hours to fully propagate. - Lower TTL values generally update faster. - During propagation, your website may load inconsistently. Provider Examples GoDaddy 1. Log in to GoDaddy 2. Go to My Products 3. Click DNS next to your domain 4. Scroll to Records 5. Click Edit, make changes, and Save Cloudflare 1. Log in to Cloudflare 2. Select your domain 3. Click DNS in the top menu 4. Locate the record and click Edit 5. Save your changes Important Notes - TTL affects how quickly changes take effect - Be extremely careful when editing NS (Name Server) records — these control where DNS is managed - If you’re unsure what to change, do not guess Need Help? If you experience issues or are unsure what values to enter, contact Dealer Studio Support with: - Your domain name - Screenshots of your DNS records - The DNS values provided in Dealer Studio You’re now equipped to safely connect your domain to Dealer Studio and launch your website 🚀

Last updated on Dec 24, 2025

How to Add Your Finance Provider into the Dashboard

Adding a Finance Provider in Dealer Studio Dealer Studio allows you to add and manage finance providers directly from the dashboard, making it easy to display finance options across your dealership website. This guide walks you through how to add, configure, and manage finance providers in Settings → Finance Providers. Step 1: Access Finance Providers in Settings 1. Log in to the Dealer Studio dashboard. 2. Select the dealership you want to apply the finance provider to. 3. Navigate to Settings. 4. Click on the Finance Providers tab. Step 2: Start Adding a Finance Provider 1. Click the New Finance Provider button. 2. Choose one of the available options: - Taurus - Manual Entry - 360 Finance - Angle - Nissan Finance - Powertorque - Ausloans 👉 If your provider is not listed, select Manual Entry to add it yourself. Step 3: Enter Finance Provider Details The fields displayed will vary depending on the provider you select. Common Fields You may be asked to enter or review the following: - Provider Name Automatically filled for predefined providers. - Interest Rates Enter the minimum and maximum interest rates offered. - Comparison Rates Add the applicable comparison rate(s), if required. - Loan Term Specify the standard loan term (usually in months). - Finance Disclaimer Review and update the finance disclaimer text to ensure it accurately reflects the provider’s terms and conditions. Manual Entry Only If you select Manual Entry, additional fields may appear, such as: - Establishment fees - Deposit options - Balloon payments - Other custom finance details ⚠️ Important: For Manual Entry providers, Finance Deposit can only be configured as one option: - Fixed Amount or - Percentage You cannot use both. Step 4: Save the Finance Provider Once all details are entered and reviewed: 1. Click Update Finance Provider. 2. The provider will be saved and added to your dealership. Step 5: Verification (Optional) For some third-party providers (such as 360 Finance or Nissan Finance), additional verification may be required. This may include: - Running a test transaction - Confirming the provider is active and available within the system Managing Finance Providers You can manage all finance providers from the Finance Providers section at any time. Available actions include: - Editing provider details (e.g. interest rates or loan terms) - Destroy a provider that is no longer in use Changes are saved immediately and reflected across your dealership where finance is displayed. That’s it! 🎉 You’ve successfully added and configured a finance provider in Dealer Studio.

Last updated on Dec 24, 2025

"We’re Sorry But Something Went Wrong" While looking at stock – Delete your cookies

Clearing Browser Cache & Cookies for Dealer Studio Websites Sometimes your browser stores outdated data for a specific website. This can cause issues such as: - “We’re sorry, but something went wrong” errors - Stock not loading correctly - Images or banners not updating - Pages displaying old content This guide shows you how to clear cache and cookies only for Dealer Studio or your dealership website, without affecting other websites. Supported browsers: - Google Chrome - Microsoft Edge - Safari (Mac) Important: What This Will (and Won’t) Do ✔ Clears data only for: - dealerstudio.com.au - Your dealership website domain (e.g. yourdealership.com.au) ✔ May log you out of Dealer Studio ✖ Will not delete: - Saved passwords for other sites - Browser history - Data from unrelated websites Try This First (Optional) Before clearing cookies, try: - Hard refresh: - Windows: Ctrl + F5 - Mac: Cmd + Shift + R - Open the site in an incognito/private window - Try another browser If the issue persists, continue below. Google Chrome: Clear Cache & Cookies (Site-Specific) Step 1: Open Site Data Settings 1. Open Google Chrome. 2. Click the three dots (⋮) → Settings. 3. Select Privacy and security. 4. Click Cookies and other site data. 5. Select See all cookies and site data. Step 2: Remove Dealer Studio Data Only 1. Use the search box to search for: - dealerstudio.com.au 2. Click the trash can icon to remove it. 3. Repeat the steps for: - Your dealership website domain (e.g. yourdealership.com.au) Step 3: Restart Chrome Close all Chrome windows, reopen the browser, and reload the website. Microsoft Edge: Clear Cache & Cookies (Site-Specific) Step 1: Open Site Data Settings 1. Open Microsoft Edge. 2. Click the three dots (⋮) → Settings. 3. Select Privacy, search, and services. 4. Click Cookies and site permissions. 5. Select Manage and delete cookies and site data. 6. Click See all cookies and site data. Step 2: Remove Dealer Studio Data Only 1. Search for: - dealerstudio.com.au 2. Expand the result and click the trash can icon. 3. Repeat for: - Your dealership website domain Step 3: Restart Edge Close Edge completely, reopen it, and reload the website. Safari (Mac): Clear Cache & Cookies (Site-Specific) Step 1: Enable the Develop Menu (One-Time Setup) 1. Open Safari. 2. Click Safari → Settings. 3. Go to Advanced. 4. Enable Show Develop menu in menu bar. Step 2: Remove Dealer Studio Cookies Only 1. Go to Safari → Settings → Privacy. 2. Click Manage Website Data. 3. Use the search field to find: - dealerstudio.com.au - Your dealership website domain 4. Select only those entries and click Remove. Step 3: Clear Cached Files for Those Sites 1. Click Develop in the top menu. 2. Select Empty Caches. - This clears cached files but does not remove cookies for other sites. Step 4: Restart Safari Close Safari completely, reopen it, and reload the website. When Should You Do This? Clear site-specific data if: - A banner or image was updated but still shows the old version - Stock changes are not appearing correctly - You see errors on Dealer Studio but other sites work normally - The website works in a private/incognito window Still Having Issues? If the issue continues, please contact Dealer Studio Support with: - Your dealership name and website domain - What you expected to see vs. what you’re seeing - Screenshots (if possible) - Browser and device used Clearing site-specific cache and cookies is a safe first step and resolves most display and loading issues quickly 🚀

Last updated on Dec 24, 2025

Forwarding a new domain to an existing Address

How to Forward a New Domain to an Existing Website or Page If you’ve registered a new domain and want it to automatically send visitors to an existing site or specific page (for example: a promotion, landing page, or your Dealer Studio site), you can use domain forwarding/redirects. This guide walks you through the steps using common domain registrar interfaces. While the exact button names may vary by provider, the concepts are the same. Before You Begin ✅ You need: - Login access to your domain registrar (where you purchased your domain) Examples: GoDaddy, Namecheap, Google Domains, Crazy Domains, Bluehost, Cloudflare, etc. - The destination URL you want your new domain to forward to Example: https://www.yourexistingdomain.com/pages/EXAMPLE-EOFY-SALE Step-by-Step: Forwarding a New Domain 1. Log In to Your Domain Registrar 1. Go to the website of your domain registrar. 2. Sign in with your account credentials. 2. Go to Your Domain Settings 1. Open your list of domains (often labeled My Domains, Domain List, or Manage Domains). 2. Click on the domain you want to forward (e.g., www.mynewdomain.com). 3. Find the Redirect / Forwarding Settings Look for one of the following options (names vary by provider): - Domain Forwarding - Forwarding - Redirects - Manage Redirects - URL Forwarding If you cannot find it, use the registrar’s search bar or support docs (search their help for “forwarding”). 4. Add Your Forwarding Rule Here’s what you’ll usually be asked to enter: FieldWhat To EnterForward To / Destination URLhttps://www.yourexistingdomain.com/...Type of RedirectPermanent (301)Forwarding OptionsChoose Forward only (or Forward with masking if offered and you need the original URL hidden) Example: Forward www.mynewdomain.com → https://www.myexistingsite.com/pages/EXAMPLE-EOFY-SALE 5. Save Your Changes Click Save, Update, Add, or Confirm (the label may differ). 6. Wait for the Redirect to Take Effect Domain forwards often update quickly, but may take anywhere from a few minutes up to 24–48 hours to propagate globally. Tips & Best Practices ✅ Use a Permanent (301) Redirect A 301 redirect tells browsers and search engines that your domain has permanently moved. This helps with SEO and bookmarking. 🚫 Avoid Redirect Loops Don’t forward a domain to itself or to another redirect chain — this can cause errors like “Too Many Redirects.” 🔒 HTTPS / SSL If your destination site uses HTTPS (recommended), make sure: - The destination URL begins with https:// - Your forwarding registrar supports HTTPS forwarding Examples by Registrar (Common Flows) GoDaddy 1. Sign in → My Products → Domains 2. Next to your domain, select Manage DNS 3. Scroll to Forwarding → Domain 4. Enter your forwarding details → Save Google Domains 1. Sign in → My Domains 2. Click your domain → Website 3. Under Redirect add the destination → Save Cloudflare 1. Sign in → DNS 2. Click Page Rules 3. Add a rule like: *mynewdomain.com/* → Forward to https://yourexdomain.com/$1 4. Save and deploy Note: Cloudflare uses Page Rules for redirects instead of a native forwarding feature. Need Help? If you have questions about where to find the forwarding settings on your specific registrar, contact: - Your domain provider support - Dealer Studio Support (include the domain name and destination URL you want to forward to) You’re now ready to forward your new domain to an existing site or landing page quickly and safely! 👍

Last updated on Dec 25, 2025

How to create AI Generated Dealer Comments

Dealer Studio allows you to generate AI-powered dealer comments for your vehicle listings, saving time while keeping descriptions consistent and engaging. This guide walks you through setting up your value propositions and generating AI comments on a car listing. Step 1: Access Dealer Studio Settings 1. Log in to the Dealer Studio Dashboard. 2. Use the sidebar to navigate to Settings. 3. Select Car Settings. Step 2: Add Your Value Propositions 1. In Car Settings, select "New Template" locate the field: “Value propositions used to generate AI comments” 2. Enter the key points you want the AI to use when generating dealer comments. Examples of value propositions: - Family-owned dealership - Competitive finance options available - Full service history - Extended warranty options - Trusted local dealer 👉 These value propositions guide the AI and help ensure comments align with your dealership’s tone and offerings. Once entered, your changes are saved automatically (or click Save if prompted). Step 3: Generate AI Comments for a Car Listing 1. Use the sidebar to navigate to Stock. 2. Select the vehicle listing you want to update. 3. Click Edit on the listing. Step 4: Generate Dealer Comments 1. Scroll down to the Dealer Comments section. 2. Click Generate AI Comments. 3. Allow a few moments for the AI to generate the content. The generated comments will automatically appear in the Dealer Comments text box. Step 5: Review and Adjust (Recommended) While AI comments are generated automatically, we recommend: - Reviewing for accuracy - Adjusting tone or wording if needed - Adding any vehicle-specific highlights That’s It! 🎉 You’ve successfully created AI-generated dealer comments using Dealer Studio. You can repeat this process for any vehicle listing, and update your value propositions at any time to refine future AI-generated comments.

Last updated on Dec 28, 2025

How to Add Features to Cars / Stock Listings

Adding features to your vehicle listings in Dealer Studio improves the customer experience and delivers important SEO and marketing benefits. Features such as Bull Bar, Roof Racks, 7 Seats, or Seat Heating help: - Customers quickly find vehicles that match their needs - Improve visibility on your dealership website - Enhance listing performance on third-party platforms like Carsales and Gumtree - Support AI-generated dealer comments by providing richer vehicle data 📹 A video walkthrough is available at the bottom of this article. Step-by-Step Guide Step 1: Navigate to Stock 1. Log in to the Dealer Studio Dashboard. 2. Use the sidebar to navigate to Stock. This page displays all vehicles currently in your inventory. Step 2: Select a Vehicle 1. Locate the vehicle you want to update. 2. Click on the listing to open it. Step 3: Add Features to the Vehicle 1. Within the vehicle listing, click Edit and locate the Tag dropdown option. 2. Click Update Car to save your changes. 3. Alternatively, you can select + Features from the stock details page. This opens the feature selection panel: 👉 Tips: Quick-add Features to the Vehicle 1. Within the vehicle listing, click location the vehicle you want to update. 2. Select Tag to change/update features, or select Settings to add new features. Step 4: Choose or Create Features 1. Select the features that apply to the vehicle from the available list. - Examples: Bull Bar, Roof Racks, 7 Seats, Seat Heating 2. If required, create a new feature by entering a custom feature name. 👉 Only add features that accurately describe the vehicle to avoid customer confusion. Step 5: Review and Save 1. Review the selected features for accuracy and relevance. 2. Click Update to attach the features to the vehicle listing. Step 6: Verify Feature Display After saving: 1. View the vehicle’s listing on your dealership website. 2. Confirm that all selected features are: - Displayed correctly - Easy for customers to find and understand This ensures the features are visible both on your website and any connected third-party platforms. Best Practices for Adding Features - Use clear, commonly understood feature names - Avoid duplicating similar features (e.g. “Seat Warmer” vs “Seat Heating”) - Add all applicable features to maximize SEO and search filtering - Keep features up to date when stock changes That’s it! 🎉 You’ve successfully added features to a car listing in Dealer Studio

Last updated on Dec 28, 2025

How to send out a Google Review request to Customer

As a salesperson, collecting Google Reviews after closing a sale is a great way to showcase your performance and build trust with future customers. Dealer Studio makes it easy to send a Google Review request directly to your customer. Follow the steps below to send a Google Review request. Step 1: Navigate to Reviews 1. Log in to the Dealer Studio dashboard. 2. From the left-hand sidebar menu, select Reviews. 3. In the top-right corner of the page, click + Delivery to create a new review request. Step 2: Select or Create a Customer - Search for the customer if their contact details already exist in the system. - If the customer does not exist, click + Contact to create a new customer record. - Once the customer is selected, click + Delivery to proceed. Step 3: Complete the New Delivery Form In the New Delivery form, fill in the relevant details: - Upload images related to the sale (optional). - Select the salesperson associated with the sale. - Choose the correct GMB (Google My Business) profile for the dealership. ⚠️ Important: This is the Google profile where the customer will leave their review. Make sure you select the correct dealership’s GMB profile. - Select the vehicle involved in the sale (optional). Step 4: Send the Review Request - Choose how you would like to send the review request: - Email - SMS - Or both - Review the details to ensure everything is correct. - Click Save to send the Google Review request. Once sent, your customer will receive a link prompting them to leave a Google Review for your dealership and sales experience.

Last updated on Jan 11, 2026

Sharing Large Files to Dealer Studio via Google Drive

If you need to share a large file with the Dealer Studio team and it’s a one-off request, the easiest and fastest method is to use Google Drive. This avoids email attachment size limits and ensures files can be accessed securely. Follow the steps below to upload your file and share it with Dealer Studio. Step 1: Access Google Drive 1. Go to Google Drive (drive.google.com). 2. Sign in using your Google account. Step 2: Upload the File to Google Drive 1. Click the + New button in the top-left corner. 2. Select File upload. 3. Choose the file you want to upload from your computer. 4. Wait for the upload to complete. - You’ll see a confirmation once the upload is successful. 💡 Tip: Large files may take longer to upload depending on your internet speed. Make sure the upload is fully complete before continuing. Step 3: Share the File Once the file has been uploaded, you have two options to share access: Option A: Share via Email Access 1. Right-click on the uploaded file. 2. Select Share. 3. Enter the email address provided by the Dealer Studio team - support@dealerstudio.com.au 4. Set the permission to Viewer (unless editing access is required). 5. Click Send. Option B: Share via Link (Recommended) 1. Right-click on the uploaded file. 2. Select Get link. 3. Change the access setting to: - Anyone with the link - Permission: Viewer 4. Click Copy link. Step 4: Send the Google Drive Link to Dealer Studio 1. Paste the copied Google Drive link into your email or support message. 2. Send the link to the Dealer Studio team - support@dealerstudio.com.au ⚠️ Important: Make sure the link permissions allow access. If access is restricted, the Dealer Studio team will not be able to open the file. Common Issues to Avoid - ❌ File access set to Restricted - ❌ Sharing the wrong file or folder - ❌ Upload not fully completed before sharing Double-check permissions before sending the link to avoid delays. Once the link is received, the Dealer Studio team will be able to securely access and download your file.

Last updated on Jan 11, 2026

How to add Facebook Conversions API Token to website

What Is the Facebook Conversions API Token and Why Is It Needed? The Facebook Conversions API (CAPI) allows your website to send conversion events (such as leads or form submissions) directly from the server to Meta instead of relying only on browser-based tracking via the Facebook Pixel. This is important because: - Browser tracking can be blocked by ad blockers, cookie consent settings, and privacy updates (e.g. iOS). - The Conversions API improves event accuracy, attribution, and campaign optimisation. - Meta recommends using the Facebook Pixel and Conversions API together for best performance. The Conversions API access token is a secure key that authorizes Dealer Studio to send server-side events to your Meta dataset. Step 1: Access Plugins in Dealer Studio 1. Log in to the Dealer Studio dashboard. 2. From the left-hand sidebar, navigate to Websites. 3. Select the website you want to connect to Facebook. 4. Open the Plugins section. This is where you will add both the Facebook Pixel ID (Dataset ID) and the Conversions API token. Step 2: Access Meta Business Settings 1. Log in to Meta Business Manager. 2. Go to Business Settings. 3. Navigate to Data Sources → Datasets (formerly Pixels). 💡 If you already have an existing Facebook Pixel/Dataset you want to use, do not create a new one. Skip to Step 4. Step 3: Create a New Dataset (If Required) 1. Create a new Dataset. 2. Complete the standard setup: - Assign people with appropriate access. - Connect relevant ad accounts. 3. Once created, click Open in Events Manager (top-right corner). Step 4: Copy the Dataset ID (Pixel ID) 1. In Events Manager, open the Settings tab for the dataset. 2. Locate the Dataset ID (also referred to as the Facebook Pixel ID). 3. Copy the Dataset ID. Step 5: Add the Facebook Pixel ID in Dealer Studio 1. Return to Dealer Studio → Websites → Plugins. 2. Paste the Dataset ID into the Facebook Pixel ID field. 3. Click 'Save' Step 6: Generate a Conversions API Access Token 1. Go back to Meta Events Manager. 2. Open the same dataset. 3. Navigate to Settings → Conversions API. 4. Click Generate access token. 5. Copy the generated token. ⚠️ Keep this token secure. Anyone with access to it can send events to your dataset. Step 7: Add the Access Token in Dealer Studio 1. Return to Dealer Studio → Plugins. 2. Paste the token into the Facebook Conversions API Access Token field. 3. Click 'Save' Step 8: Save and Rebuild the Website 1. Ensure both fields are populated: - Facebook Pixel ID - Facebook Conversions API Access Token 2. Click 'Save' again to make sure both fields are saved properly. The website will rebuild automatically. ⏳ This process may take 15–20 minutes to complete. Confirmation and Best Practices Once completed: - Dealer Studio will send conversion events via both browser (Pixel) and server (CAPI). - Events should begin appearing in Meta Events Manager shortly after rebuild. Recommended Campaign Setup For best results: - Create your Meta ads as a Lead campaign. - Select the same Dataset (Pixel) you connected. - Optimise for the Lead conversion event. 🎉 Well done! You have successfully enabled Facebook Conversions API for your Dealer Studio website.

Last updated on Jan 11, 2026