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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

🛢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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🧪 Testing Campaign & Live

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Updated 25 Mar 2024

Creating a Number Pool (Website)

Docs powered by Archbee

Docs powered by Archbee