New Feature: Campaign Manager Top-Up Scheduling

We're excited to introduce a new enhancement to Campaign Manager in Smart Manager, giving you greater control over your campaign top-ups. You can now select both a start and end date when adding spend, allowing for more accurate planning and smoother execution. The start date will determine your invoice date, while the end date helps guide the team on when your campaign should conclude.

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Now available through Campaigns
For system access and queries please contact support@ix.co.za  |  Smart Manager works best with Google Chrome.
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Client Onboarding
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System Config
Home /Client Onboarding

Client Onboarding Portal

Complete your setup to get started — fast & accurate dealership onboarding

Secure & Confidential
Step 1 — Find or add a client
Propose New Client

Fill in the details below to register a new dealership client.

Client not found? Propose new client
Step 2 — Select payment type
Client Pays
Dealership pays directly
Sponsored
Another dealership sponsors this
Step 3 — Sponsor details
Sponsor not found? Propose new sponsor
Home /Client Onboarding /Dashboard
Client Onboarding
Setup Sections
0%
~30 min remaining
Timeline & Milestones
Information submitted
Website setup
Stock feeds connected
Social platforms linked
Ready for launch
Your iX Team
SB
Sarah Botha
Sales Contact
MP
Michael Pretorius
Project Owner
LN
Linda Nkosi
Support Contact
Quick Actions
Back to Overview /Client Classification

Client Classification

Client type, dealer group, and franchise details

Help us understand your business structure
Understanding Groups

OEM Groups: The Original Equipment Manufacturer brand the dealership represents (e.g. Toyota, BMW).
Dealer Groups: Multiple dealerships operating under one corporate group.

Franchise Dealer

Authorized brand dealer

Group Client

Multiple dealerships under one group

Preowned Dealer

No franchise affiliation

Franchise Details
Group Client Details
Preowned Dealer Details

No OEM or franchise selection required for preowned dealers. Continue to the next section.

Additional Notes
0/500
Section Approval
Review and confirm this section is complete
Back to Overview /Client Information

Client Information

Dealer details, billing entity, main contact

Primary Business Information
0/500
Additional Notes
0/500
Section Approval
Confirm all dealership details are correct
Back to Overview /Primary Contact

Primary Contact

Main point of contact during onboarding

Possible Duplicate Contact Found

We found contacts that may match. Please review to avoid duplicates:

Primary Contact Information
Additional Notes
0/500
Section Approval
Confirm contact details are correct
Back to Overview /Billing & Finance

Billing & Finance

Finance contact, payer details, sponsored billing

Sponsor Pre-populated

Your sponsor details have been loaded from our system records. Please review and confirm below.

Billing & Finance Details
Sponsor Entity Details

Please verify the sponsor details below before confirming.

Sponsor Company
—
Contact Person
—
Email
—
Phone
—
Billing Entity Details
Finance / Accounts Payable Contact
Additional Notes
0/500
Section Approval
Confirm billing details are correct
Back to Overview /Key Contacts

Key Contacts

Main contact, DP, stock controller, sales & marketing managers

Internal Dealership Roles

Review and confirm key team members and their roles.

Internal Dealership Information
0/500
Section Approval
Confirm team contacts are correct
Back to Overview /Marketing & Social Media

Marketing & Social Media

Facebook, Google Business Profile, Instagram, etc.

Stock Information

Provide details about your vehicle stock and where you advertise.

Select all portals where you advertise your vehicle stock

Notes — Stock Information
Website Information

Provide details about your dealership website and hosting.

Managed by iX

This website is hosted by iX. The URL has been prepopulated from our system records.

Notes — Website Information
Social Media & Online Presence

Provide your social media profiles and Google Business Profile.

Verification Email Sent

Our support team at support@ix.co.za has been notified and will verify the information with your dealership.

Notes — Social Media
Section Approval
Back to Overview /Website & Stock Setup

Website & Stock Setup

Domain, website status, stock feeds

System & Integration Awareness

Technical setup and integration requirements for your dealership.

Request Stock Feed Authorization

We'll send a pre-populated email to your DMS requesting authorization to feed your stock to our platform.

Authorization request sent!

We'll follow up with your DMS provider. You'll receive a confirmation email shortly.

Select all portals where you advertise your stock

0/500
Integration Support

Our technical team will review your requirements and contact you to discuss the best integration approach for your dealership.

Additional Notes
0/500
Section Approval
Confirm technical setup details

Onboarding Complete!

All sections have been submitted. Your iX team will review the information and reach out within 1–2 business days to finalize your setup.

Confirmation sent

A confirmation email has been sent to the primary contact on file. A copy has been sent to support@ix.co.za.