--- title: How to Achieve Full Activation Using the AVA Onboarding Checklist description: "This guide explains how to configure all four key channels - Website, CRM, Teams, and Campaigns to reach a \"fully activated\" status." --- [Skip to content](https://getautocorp.com/en-ca/help/how-to-achieve-full-activation-using-the-ava-onboarding-checklist#main-content) English - Canada Show submenu for translations ![2023-Autocorp-TM-Logo-BL-Transparent@4x](https://getautocorp.com/hs-fs/hubfs/2023-Autocorp-TM-Logo-BL-Transparent@4x.png?width=200&height=34&name=2023-Autocorp-TM-Logo-BL-Transparent@4x.png) Open main navigation Close main navigation - English - Canada Show submenu for translations - [Request Support](https://getautocorp.com/request-support) [Request Support](https://getautocorp.com/request-support?hsLang=en-ca) How can we help you? - There are no suggestions because the search field is empty. 1. [AVA Help Centre](https://getautocorp.com/en-ca/help?hsLang=en-ca) 2. [Getting Started & Account Setup](https://getautocorp.com/en-ca/help/getting-started-account-setup?hsLang=en-ca) September 24, 2026 # How to Achieve Full Activation Using the AVA Onboarding Checklist ## This guide explains how to configure all four key channels - Website, CRM, Teams, and Campaigns to reach a "fully activated" status. ## Overview The AVA Leads page includes four **Onboarding Status Cards** — Website, Teams, and Campaigns — that give you a centralized, guided starting point for getting your dealership set up. Each card tracks your progress (Not Started, In Progress, or Active) so you always know where things stand.   ### **Why This Setup Matters** Enabling all four channels is crucial for the success of your dealership's operation with AVA: - Faster time to value with a structured activation checklist. - Assurance that website leads are flowing properly and being captured. - Confidence that your lead management integration is active and leads are exporting successfully. - Immediate access for your sales staff once they are added to the platform. ### **Requirements** Before starting, ensure you have: - Access to the AVA Portal as an administrator. - Your dealership website's login or access to the code to install the widget. - Your ADF-XML export configuration details (e.g., the destination email address or endpoint URL used to route leads). ### **Setup Instructions** The onboarding process requires completing the setup for four cards to achieve an **Active** status on each. #### **Step 1 — Log In and Review Status** **![Screenshot 2026-03-12 at 2.20.04 PM](https://getautocorp.com/hs-fs/hubfs/Screenshot%202026-03-12%20at%202.20.04%20PM.png?width=670&height=141&name=Screenshot%202026-03-12%20at%202.20.04%20PM.png)** Log into the AVA Portal and land on the Leads page to view the four Onboarding Status Cards: Website, Sync Leads (CRM), Build Your Team (Teams), and Re-Engage Prospects (Campaigns). #### Step 2 — [**Configure Website Setup**](https://getautocorp.com/en-ca/help/how-to-install-website-widgets-autocorp.ai-help-center?hsLang=en-ca) **![Screenshot 2026-03-12 at 2.20.19 PM](https://getautocorp.com/hs-fs/hubfs/Screenshot%202026-03-12%20at%202.20.19%20PM.png?width=275&height=160&name=Screenshot%202026-03-12%20at%202.20.19%20PM.png)** Click the **Website Setup** card and follow the on-screen instructions to install the AVA widget on your dealership's website. Once installed, the Website channel page lets you verify the installation and confirm that leads are actively being captured. The card status updates to **Active** once leads are detected. #### Step 3 — **[Sync Leads (CRM)](https://getautocorp.com/en-ca/help/how-to-connect-to-adf-autocorp.ai-help-center?hsLang=en-ca)** **![Screenshot 2026-03-12 at 2.20.25 PM](https://getautocorp.com/hs-fs/hubfs/Screenshot%202026-03-12%20at%202.20.25%20PM.png?width=273&height=158&name=Screenshot%202026-03-12%20at%202.20.25%20PM.png)** Click the **Sync Leads** card. Connect your lead management system to confirm ADF integration and ensure leads are exporting successfully into your current workflow. The card status updates to **Active** once the ADF connection is confirmed and at least one lead has been successfully exported. #### Step 4 — **[Build Your Team (Teams)](https://getautocorp.com/en-ca/help/managing-portal-users-autocorp.ai-help-center?hsLang=en-ca)** ![Screenshot 2026-03-12 at 2.20.30 PM](https://getautocorp.com/hs-fs/hubfs/Screenshot%202026-03-12%20at%202.20.30%20PM.png?width=274&height=158&name=Screenshot%202026-03-12%20at%202.20.30%20PM.png) Click the **Build Your Team** card. Add your team members and assign them roles and stages so they get the information they need. #### Step 5 — [**Re-Engage Prospects (Campaigns)**](https://getautocorp.com/en-ca/help/create-sms-campaigns-autocorp.ai-help-center?hsLang=en-ca) **![Screenshot 2026-03-12 at 2.20.35 PM](https://getautocorp.com/hs-fs/hubfs/Screenshot%202026-03-12%20at%202.20.35%20PM.png?width=276&height=160&name=Screenshot%202026-03-12%20at%202.20.35%20PM.png)** Click the **Re-Engage Prospects** card. Create or activate your first SMS campaign to re-engage leads that have gone cold. The card status updates to **Active** once a campaign has been created or activated. ### **Confirm Setup** After setup, you should see: - All four Onboarding Status Cards (Website, Sync Leads, Build Your Team, Re-Engage Prospects) display the status **Active**. - Website leads are flowing into the AVA Portal. - New leads are successfully exporting from AVA into your lead management system. - All team members have been added and have received their login invitations. - At least one SMS campaign is active under Re-Engage Prospects. ### **Need Help?** 💬 [Chat inside your portal](https://portal.autocorp.ai) 📧 [support@autocorp.ai](mailto:support@autocorp.ai) 📞 1 (877) 255-8627 - [Getting Started & Account Setup](https://getautocorp.com/en-ca/help/getting-started-account-setup?hsLang=en-ca) - [Website Setup & Installation](https://getautocorp.com/en-ca/help/website-setup-installation?hsLang=en-ca) - [Leads & Integrations](https://getautocorp.com/en-ca/help/leads-integrations?hsLang=en-ca) - [Campaigns & Marketing](https://getautocorp.com/en-ca/help/campaigns-marketing?hsLang=en-ca) - [AVA™ Credit](https://getautocorp.com/en-ca/help/ava-credit?hsLang=en-ca#main-content) - [TransUnion](https://getautocorp.com/en-ca/help/ava-credit?hsLang=en-ca#transunion) - [AVA™ ID](https://getautocorp.com/en-ca/help/ava-id?hsLang=en-ca) - [AVA™ VeriDrive](https://getautocorp.com/en-ca/help/ava-veridrive?hsLang=en-ca) - [AVA™ Trade](https://getautocorp.com/en-ca/help/ava-trade?hsLang=en-ca) - [AVA™ MatchBook](https://getautocorp.com/en-ca/help/ava-matchbook?hsLang=en-ca) - [Guides, Tips & Strategies](https://getautocorp.com/en-ca/help/guides-tips-strategies?hsLang=en-ca) - [Billing & Invoicing](https://getautocorp.com/en-ca/help/billing-invoicing?hsLang=en-ca) [![2023-Autocorp-TM-Logo-BL-Transparent@4x](https://getautocorp.com/hs-fs/hubfs/2023-Autocorp-TM-Logo-BL-Transparent@4x.png?width=300&height=51&name=2023-Autocorp-TM-Logo-BL-Transparent@4x.png "2023-Autocorp-TM-Logo-BL-Transparent@4x")](https://cdn.prod.website-files.com/668415686f0a8cf761c4b334/66844e747562f707f0c5499d_2023-Autocorp-TM-Logo-WH-Transparent%404x.png) [mailto:email@email.com](mailto:email@email.com) Copyright © 2025, Autocorp.ai