Gold Fund Products & Service implementation

• Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ )
  • Open Member Site > Gold Program > Gold Marketing Funds > Click Here to Redeem this Offer (Under Correct Option) > Fill out form (form is set up for new customers, they can enter any date in the preferred contact date)
  • Funds claimed are then sent to our internal Accounting Department.
    • Accounting will chatter the corresponding AC that Gold Funds were received
      • If there is not a Subscription Product created, AC must create a product ASAP.
  • Services Begin
    • Facebook Ads – Create initial Ad Case, ads team will clone for full 12 months
      
      • Ads are bi-monthly
        • Jan – Feb, Mar – Apr, May – Jun, Jul – Aug, Sept – Oct, Nov – Dec
        • If a client opts out of a sales Driver promotion, you must chatter the ads team in that ad case.
    • Reputation Management
      • Review Responding begins when product is Live.
  • Product Ends
    • Client must re-claim their Gold Funds or the Subscription Product will Lapse.
    • Reputation Management Bundled - If a client intends to claim their Gold Funds upon renewal, they will have TWO months after their renewal date to claim or they will be back charged, and billing will move to out of pocket full program cost.
• NAPA Gold Funds – Funds not available (Beginning of a new year)
  • If a client’s Reputation Management Bundled renewal is prior to NAPA releasing the Gold marketing funds, you will need to get their intent to claim.
    • Confirm the client’s intent to use NAPA Gold Marketing Funds towards their Reputation Management service or bundled with their social media program.
    • If the client chooses to continue using their Reputation Management bundled with a social media program, the AC must follow up with a confirmation email.
      • “Thank you for confirming that you intend to use your 2023 NAPA Gold Marketing Funds towards our Reputation Management service option bundled with a social media program. We will continue to provide all services included in your program while taking these Marketing Funds into account for your monthly payment. Your monthly out-of-pocket payment will resume at [$214/other amount for multi. locations] moving forward. When the Gold Funds become available to claim, we will notify you. You will have 30 days from that date to claim your Gold Funds using this option. If you do not claim the Gold Funds during this time period, your monthly payment will be moved to $339 out-of-pocket, and you will be charged $125 additionally for each month you received the discounted rate.”
    • If the client is Reputation Management only, we will continue to offer service during this time if they intend to continue.
    • Put the renewal product into Verification in Salesforce. Chatter @NotifyChanges with their intent to use these Gold Funds.

*Please note: this is for current clients using their Gold Funds towards the Reputation Management option only with a renewal date approaching prior to the Gold Funds being available in the NAPA member portal. If your client is using their Gold Funds for the advertising option, we will not run ads until we receive the Gold Funds from NAPA. Any new NAPA Gold Certified shops must wait for the Gold Funds to be available before going Live.