Deploying FlexPath VeriQual™ in Dealerships: Best Practices

Overview

FlexPath DXP VeriQual™ is an identity-first pre-qualification platform that connects verified shoppers to real vehicles, real lenders, and real payments — embedded seamlessly within a dealer's Search Results Page (SRP) and Vehicle Detail Page (VDP) experience. Rather than functioning as a traditional lead capture widget, VeriQual™ transforms a dealership's website into a verified-credit gateway, delivering credit-matched payments and high-intent leads using only a phone number.

This article outlines the recommended best practices for deploying VeriQual™ effectively — covering the onboarding workflow, setup requirements, CRM configuration, team enablement, multi-channel integration, lead management, and portal administration.

Understanding the Onboarding Workflow

A successful deployment begins with completing the onboarding workflow in the correct sequence. The standard process follows five stages:

1. Contract — A signed agreement must be in place before onboarding can begin.
2. Setup Form — The completed Setup Intake Form provides FlexPath with the required dealer information, including dealer license (state and license number). Missing or incomplete information will delay the go-live date.
3. Integration Prep — Technical prerequisites are reviewed, including CRM configuration and any credit vendor integrations.
4. Web + Credit Setup — Website placement and credit provider connections are configured.
5. Launch — Activation is completed by FlexPath once all inputs are received and verified.

Average time to launch: 5–7 business days from the date all required setup items are received. Onboarding cannot begin until every required item is submitted. Delays in dealer responsiveness directly delay go-live.

Setup Requirements and Accountability

Deployment accountability is clearly distributed across three parties:

• Partner (Agent/Reseller): Owns dealer responsiveness and document collection. Partners should actively monitor client response times to prevent onboarding delays.
• Dealer: Owns timely completion of setup tasks and credentialing.
• FlexPath: Owns implementation and activation once all inputs are complete.

Upon signing, the dealer receives a Welcome Email that introduces the service and outlines all required next steps and action items. Partners and agents should confirm that the dealer understands subscription pricing and the per-lead VeriQual™ surcharge prior to launch.

Note on the VeriQual™ surcharge: The $0.43 per-lead surcharge applies only when a lead successfully completes the VeriQual™ match — meaning identity has been verified and a credit-matched pre-qualification profile was returned. If a lead does not complete the VeriQual™ match, the surcharge does not apply. This surcharge applies regardless of the credit provider selected.

CRM Configuration and Lead Sourcing

Proper CRM setup is essential to ensure FlexPath leads are captured, attributed, and actioned correctly. Follow these configuration steps:

• Set up FlexPath as a dedicated lead source in your CRM.
• Leads are delivered from leads@adf.flexpathdxp.com using the ADF provider ID FPDXP.
• Periodically reconcile lead counts to confirm accuracy. Note that CRMs may source leads based on original engagement date, which can produce what appear to be duplicate entries — FlexPath leads contain more detailed engagement and qualification data to support downstream follow-up.
• If a shopper returns and continues engaging after their initial submission, an updated lead is automatically sent to your CRM to reflect the most recent activity.

Credit Vendor Integration

FlexPath natively integrates with established credit providers. If the dealership is not yet integrated, a setup call can be coordinated with the vendor. API documentation should be shared in advance so the FlexPath team can review and scope the integration before providing a timeline based on the current implementation schedule.

FlexPath uses a soft-pull credit inquiry — specifically an auto-enhanced bureau inquiry — which uses the same underlying data as a hard pull but is only visible to the consumer, does not appear to lenders, and does not affect the shopper's credit score. This approach reduces friction, increases completion rates, and prevents trigger lead exposure.

Team Enablement

A well-prepared team is critical to maximizing the value of VeriQual™. Before and after launch, ensure the following:

• All relevant team members understand VeriQual™ data points and how to apply them when working credit-qualified leads.
• Confirm that all team members have active portal logins with the appropriate access levels assigned.
• Use test lead credentials (available in the FlexPath Portal under Test Lead Info) during initial setup to verify the integration without triggering real credit pulls or associated fees.
• Schedule training with a FlexPath Subject Matter Expert if additional onboarding support is needed — contact support@flexpathdxp.com.

Marketing Alignment

To maximize performance post-launch, VeriQual™ should be incorporated into the dealership's broader marketing strategy:

• Regularly review and update autoresponders, campaign templates, and messaging to reflect VeriQual™ as part of the dealership's digital experience.
• Maintain consistent messaging across all platforms to reinforce shopper trust.
• Incorporate VeriQual™ into advertising strategy to maximize shopper engagement and capture verified demand at every stage of the funnel.

Multi-Channel Integration

FlexPath is designed to deploy across multiple touchpoints — not just the dealership website. To expand reach and capture qualified demand, consider activating VeriQual™ across the following channels:

• QR-enabled prequalification — for events, print materials, or on-the-lot activations
• Direct mail campaigns — drive shoppers to a verified prequalification experience
• In-store promotions — prompt in-dealership engagement with minimal friction
• Off-site digital campaigns — connect paid traffic to verified lead capture

Important: To maintain a clean user experience on the dealership website, streamline any overlapping tools and avoid redundant calls to action that may confuse shoppers or dilute conversion performance.

Analytics and Attribution Setup

Consistent attribution is essential for measuring VeriQual™ performance accurately. Before launch, configure the following:

• Google Analytics 4 (GA4): Follow the FlexPath GA4 Mapping documentation to ensure events and conversions are tracked correctly.
• UTM Parameters: Apply UTM tagging across all campaigns using the FlexPath UTM Parameter Guide to maintain clean source attribution across channels.

These resources are available through your onboarding documentation or via the FlexPath Portal Help section.

Portal Access and User Management

The FlexPath Portal is the central hub for lead viewing, reporting, and user administration. Follow these practices to keep access secure and well-organized.

Portal Login

FlexPath uses secure, email-based authentication — no username or password is required. Upon login, a secure access link is sent to the user's registered email address. On trusted devices, selecting "Trust this device for 30 days" reduces the need for repeated verification.

Important: After making any changes in the portal — such as updating permissions or lead delivery settings — select Refresh Account Settings for changes to take effect immediately.

Creating and Managing Users

1. Log in to the FlexPath Portal.
2. Navigate to the Users tab.
3. Select Create New and enter the user's Name, Email, Phone, and applicable profile restrictions and permissions.
4. Assign the appropriate access level based on the user's role (see below).

Best practice: Regularly review user access to confirm only active team members can view lead data. Users must be explicitly granted permission to view soft pull data.

Lead Access Permission Levels

Administrative privileges: Dealer Group admins can manage users for both the group and associated rooftops. Dealer Rooftop admins can manage users for their specific rooftop only.

Understanding and Managing Lead Scenarios

Understanding how to interpret lead types helps your team prioritize follow-up effectively. The table below summarizes the most common FlexPath lead scenarios.

Note: High-engagement leads indicate strong purchase intent and should be prioritized. Standard and partial leads can still convert and should not be overlooked.

Lead Reporting

The Lead Engagement Report in the FlexPath Portal provides a high-level snapshot of lead volume and engagement by lead type. Use this report regularly to understand shopper behavior and identify performance trends. Filter leads by Newly Created or Last Updated and select the appropriate date range. Filter out test leads to ensure reporting reflects real customer activity only.

Getting Support

For additional training, setup assistance, or questions about the platform, contact the FlexPath support team:

• Email: support@flexpathdxp.com
• Partner Program Liaison: Kacy Daugherty — kacy@flexpathdxp.com | 513-546-0013

FlexPath Subject Matter Experts are available to schedule personalized training sessions upon request.

Summary

A successful VeriQual™ deployment depends on completing onboarding requirements in full, configuring CRM and credit integrations correctly, enabling your team with the right access and training, and activating FlexPath across all relevant marketing and engagement channels. Following these best practices ensures a clean, high-performing deployment that delivers verified, credit-matched leads — and consistently drives stronger conversion outcomes for your dealership.