The Instant ID Links feature in the AVA Portal is designed to enhance your workflow by making the process of sending ID verification requests both quick and efficient. This guide will provide you with a detailed overview of how to use this feature, including steps for copying and sharing ID links, and some practical use cases to help you maximize its benefits.
Step 1: Log Into the AVA Portal
To begin, log into the AVA Portal. Once logged in, you will find the Instant ID Links feature conveniently located in the top right corner of the header bar. This positioning allows for easy access no matter where you are within the portal.
Step 2: Copy the Instant ID Link
When you’re ready to send an ID verification request, simply click the "Copy Instant ID Link" button located on the right side of the header bar. With just one click, the link is copied directly to your clipboard, making it ready to paste into any communication platform you prefer, whether it be email, SMS, or chat.
Step 3: Send the Link to Your Customer
Once you’ve copied the link, you can easily share it with your customer. Here are a couple of professional examples of how to structure your communication:
Example for SMS
Example for SMS
Hi [Customer Name], this is [Your Name] from [Dealership Name]. To help us proceed with your inquiry, please complete a quick ID verification using this link: [Paste ID Verification Link Here]. This will allow us to better assist you with your request. Thank you!
Example for Email
Example for Email
Dear [Customer Name],
Thank you for considering [Dealership Name] for your automotive needs.
To ensure we can proceed smoothly with your request, we kindly ask that you complete a brief ID verification using the link below:
[Paste ID Verification Link Here]
This step helps us confirm your identity and allows us to move forward with your inquiry or transaction more efficiently. If you have any questions or need assistance, please don't hesitate to reach out.
Best regards,
Step 4: Let the AVA Portal Handle the Rest
Once the link is sent, the AVA Portal’s automated systems take over:
The ID link is automatically associated with the correct lead, ensuring accurate tracking and management.
Any duplicate leads are identified and cleaned up, keeping your database organized and efficient.
An email notification is sent to the assigned team member, ensuring they are informed and ready to follow up.
These automated processes ensure that your workflow remains smooth and that your team stays informed without requiring additional manual input.
Use Cases for Instant ID Links
Qualify New Leads Efficiently: Send the ID link immediately after a lead expresses interest, enabling quick verification and ensuring that only qualified leads progress through the sales funnel.
Prepare for Customer Appointments: Use the link to verify customer information before scheduled appointments, saving time and reducing administrative tasks on the day of the visit.
Streamline Online Transactions: For customers completing online purchases or applying for financing, send the ID link to verify their identity upfront, ensuring a smooth and secure transaction process.
Re-engage Dormant Leads: If a lead has become inactive, sending an ID link can serve as an effective way to re-engage their interest and encourage them to proceed with their inquiry.
Wrapping Up
The Instant ID Links feature in the AVA™ Portal is an invaluable tool for enhancing the efficiency and effectiveness of your dealership’s workflow. By following the steps outlined in this guide, you can easily send ID verification requests, maintain a well-organized lead database, and keep your team informed and ready to act.
Incorporate Instant ID Links into your daily operations to experience a more streamlined and professional approach to customer management and communication.