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Getting Started: A User Guide to Best Practices

Practices to Strengthen Lead Processes and Customer Engagement

We’ve created this guide to help you maximize the value of your FlexPath tools and resources. By adopting these best practices and leveraging VeriQual™, you can optimize lead processes and enhance the customer experience.

For additional training, contact us at support@flexpathdxp.com to schedule a session with one of our Subject Matter Experts.

Best Practices

Lead Sourcing

  • Ensure FlexPath is set up as a lead source in your CRM.
  • Leads are delivered from leads@adf.flexpathdxp.com.
  • ADF leads use the following provider ID: FPDXP.
  • Periodically reconcile lead counts to ensure accuracy.
  • Note: CRMs typically source leads based on the original engagement date, which may result in “duplicate” entries. However, our app provides significantly more detailed data for each lead.

Marketing Alignment

  • Regularly update autoresponders, campaigns, and marketing templates.
  • Maintain consistent and up-to-date messaging across all platforms.
  • Incorporate VeriQual™ into your advertising strategy to maximize engagement.

Team Enablement

  • Ensure your team is familiar with VeriQual™ data points and how to use them effectively with credit-qualified leads.
  • Confirm all relevant team members have active portal logins and appropriate access levels.

Integration Guidelines

  • Leverage off-site opportunities and integrate the app across multiple channels, including:
    1. QR-enabled prequalification
    2. Direct mail campaigns
    3. In-store promotions
    4. On-the-lot interactions
  • Streamline overlapping tools on your website to prevent clutter and ensure a smooth user experience.

Lead Scenarios

No Pull Leads

  • Unconfirmed Identity:
     The user entered a phone number and used the one-time passcode, but did not confirm their information.
  • Verified Phone Number:
     The user submitted the one-time passcode but took no further action. No identity information was provided.

No Hit Leads

  • No Credit Profile:
     No match or hit was found in the credit bureau’s system.

Standard / Successful Pull Leads

  • Thin Credit File:
     The credit bureau matched the user's inquiry, but they have not established a credit history or FICO score.
  • Credit Freeze:
     The user’s credit is inaccessible due to a freeze. Action is required before proceeding with prequalification. While this is considered a standard lead, review options before advancing.
  • Prequalified Financing:
     The user verified their phone number and confirmed their identity, but did not proceed further.
  • Payments Shown (Single-Vehicle Payment Integration):
     The user verified their phone number, confirmed their identity, and viewed payment options but did not proceed.
  • FICO Too Low:
     The applicant’s score is below the minimum threshold set during onboarding configuration.
  • Bankruptcy Too Recent:
     The applicant’s bankruptcy occurred more recently than the defined threshold set during your onboarding configuration.
  • No Prequalified Financing:
     The applicant did not qualify for financing based on the configured criteria.
  • No Payments Available for Vehicle:
     Based on the applicant’s credit profile, no payment options are available for the selected unit.
  • Non-Specific Match:
     This status appears when multiple matching credit profiles are found. The system prompts for SSN (or DOB) to refine the match. These leads are now displayed separately from “No Hit” in the Portal.
  • Unable to Prequal:
     This status is used in cases such as:
    1. The consumer is a minor
    2. Fraud warnings are present
    3. Other disqualifying conditions exist
      These leads will include an alert explaining the reason.

High Engagement Leads

  • Click for Directions:
     The user verified their phone number and confirmed their identity before clicking the "Click for Directions" CTA.
  • Click to Call:
     The user verified their phone number and confirmed their identity before clicking the "Click to Call" CTA.
  • Click to Text:
     The user verified their phone number and confirmed their identity before clicking the "Click to Text" CTA.

Note: High-engagement leads should be prioritized over standard/successful pull leads. However, standard leads still hold value and should not be overlooked.

Lead Details

  • Customer Information:
     A snapshot of user data captured within the app.
  • Eligibility Score:
     A truncated version of the user’s FICO score. The full FICO is available to users with credit bureau access.
  • Full Credit Profile:
     A link to access the complete credit report, available to authorized users.
  • Most Important Recent Interaction:
     The most significant category-defining interaction during the user’s session, highlighted for easy reference.
  • Latest Activity:
     The most recent recorded action. This may differ from the “Most Important Recent Interaction” if minor interactions occurred afterward.
  • Activity Source Information:
     Identifies the originating lead source, including the type of call-to-action (CTA) and link location.

Creating Users and Assigning Access Levels

Log in to the FlexPath portal. Navigate to the User tab. Click Create New and enter the following details:
  1. Name
  2. Email
  3. Phone
  4. Profile Restrictions and Permissions

Tip: Regularly review user access to ensure only active team members can view lead information. Additionally, evaluate privileges when creating logins. 

Lead Detail Access

Full Credit Bureau Data
 Users with this permission may access all available lead details, including full credit bureau data. This includes all information available under the Consumer PII, General Lead Information, and Lead Reporting & Summary Data permission levels.

Consumer PII
 Users with this permission may access lead details, including:

  • Consumer PII
  • Qualification Score
  • Complete pre-qualified financing information, including available interest rates

Note: This level does not include access to full credit bureau data. It includes all information available under the General Lead Information and Lead Reporting & Summary Data levels.

General Lead Information
 Users with this permission may access general lead details, including:

  • City, state, and ZIP of the consumer's address
  • Qualification Score
  • Limited pre-qualified financing data (e.g., financing type, term, credit tier)

Note: This level does not include access to consumer PII or full credit bureau data. It includes all information available under the Lead Reporting & Summary Data level.

Lead Reporting & Summary Data
 Users with this permission may access aggregated lead reports, charts, and summary data.
Note: This level does not include access to any individual lead details.

Administrative Privileges

  • Resellers:
     Users with this permission may administer (create, update, enable/disable) users across Resellers, Dealer Groups, and Dealer Rooftops.
  • Dealer Groups:
     Users with this permission may administer users for Dealer Groups and their associated Dealer Rooftops.
  • Dealer Rooftops:
     Users with this permission may administer users for their specific Dealer Rooftop only.

Analytics & Attribution Resources

To ensure consistent attribution and reporting across campaigns, please refer to the documentation below for guidance on setting up Google Analytics 4 (GA4) and using UTM parameters.