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✔ Account Setup
Create New Account
Load Appropriate Snapshot
Setup the Clients Location and Information.
Setup Email Domain - Agency Settings1
Setup Phone Number
Integrate with Google & Facebook
Setup Custom Values
Reputation Setup
User Setup
🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
Step 1.2 - Color Changes & Logo Swap
Step 1.3 - Coupons Left Script
Step 2 - Color Changes & Logo Update
Step 2 - Copy Form, Options & Integration
Custom Values for Funnel
Step 3 - Funnel Scripts
Setting Up Funnel Reporting
⚙ Custom Values
🚿 Pipeline Setup
🔫 Triggers Setup
Trigger Activation & Editing
$99 New Patient Triggers
Teeth Whitening for Life Triggers
📲 Editing Campaign Sequences
☎Call Tracking Setup
Call Swapping (Website)
Creating a Number Pool (Website)
🧪 Testing Campaign & Live
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1min

Load Appropriate Snapshot

In this step we will load the appropriate snapshot. For dental clients the best snapshot to load is under "Own Snapshots"



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for now there is only one snapshot available. This snapshot has all of the basic settings already configured and also a "Teeth Whitening for Life" campaign setup.  If the new client is not doing a marketing campaign, you can still load this snapshot and just delete the campaigns in a later step.  8/2020

Snapshot: Dental Client Snapshot - v2.2

Updated 21 Aug 2020
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Setup the Clients Location and Information.
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