Vania Jessica  

Login: app.medstarmedia.com
Username: dribegbu@gmail.com
Password: YouareCool2022#$

Vania additional note from Isaac that I am transferring from the email- 

***New website has not been tasked out yet but we can get them trained with the current website listed above. I will follow back up once the new website is ready.  

Jessica  can you frame out the training request email? Also let's create some template for both piplines.

Isaac  they have been trained. Can you make their sub acct live and connect the templates to the Core Campaign? Thanks

Vania - 

# I have now connected the forms on amgweightloss.com with the weight loss campaign.

# For this website - amg.medandwellness.com. It's still password protected. For the integration to work. We need to remove the password. Also I still haven't received any confirmation on the forms completion so I would recommend we wait for them team to finish them and we have cross checked the website with final checklist before making the campaign live. Please let me know. Thanks.

Alyssa  can you read Isaac's question above and give us an update?

Vania , there was a bit of back and forth regarding AMG. They have ultimately decided to transition to an alternative final URL and now I am awaiting the go-ahead around that.

The client decided to wait to launch ads until the final transition occurs (by February), this was mentioned during CAG yesterday and I have been seeing a chain email regarding this. It is likely you will need to schedule a follow-up training request by end of next week. I will touch base once I know more.

Isaac  regarding password protection, I believe Ivonne mentioned it before but going forward let's keep it off on staging sites unless specifically instructed to. Thanks for all you do, I know this project has had a lot of back and fourth. Your patience is appreciated. 

Alyssa Ivonne - To confirm. Moving forward whenever I setup a new staged server. We don't need to make it password protected? Please confirm. Thanks.

That's what I thought Ivonne had asked on another task involving ads, plus I thought we had decided that a few months ago but then started seeing it again.  I'll let her confirm. 

Isaac Alyssa  we did ask Isaac to implement it again because I received a lot of complaints from clients that checked out what we were building and could see all of the work in progress. They didn't want other people to look up their website and see lorem ipsum or a site that wasn't ready. But Isaac, please go ahead and remove the password since this site is completed. 

Got it, I missed the memo there. I'll just ask for it to be removed when I start an audit and verify all lorem ipsom is off Ivonne . Thanks for explaining.  

Ivonne Alyssa - OK. Thank you for confirming. The password has been removed from this website now.

Hi Isaac , we need all the forms to be connected and the subaccount to be live, the ads for this client are on!
Thanks. 

Jessica - Are we running ads on the GHL pages here?

amg.medandwellness.com

Please confirm.

Jessica  who passed you this info? We are not running ads to the GHL pages. We are waiting for their website.

Jessica Ivonne Isaac   they do have ads running to their amgweightloss.com.  We said would connect forms/leadsheet and GHL account in December (at the top of this task, highlighted in Red) while the new website was in progress. I think this is where the gap in communication happening here. However...

That being said, we are waiting to connect the sublevel until after the final website transfer now. That will take place next week when we launch the remainder of their ads. So likely a follow-up training will be needed. I also mentioned to Vania above in a separate comment but maybe she didn't see it. 

Team - I have now connected the forms to the campaign but haven't made the campaign live yet. Please let me know when you need me to make them LIVE. Thanks.

Isaac , the general contact forms can go into the medspa pipeline for the location chosen in the drop-down. Charlotte will be its own funnel only for the URLs listed below. Weight Loss will be its own funnel only for the URLs listed below. 

In total, there will be three pipelines. Let me know if you need more clarification. Please make the campaigns live once you have set up the pipelines accordingly.

Kinston / Jacksonville (combined) -
https://amgnorthcarolina.com/emsculpt-neo-kinston-jacksonville/
https://amgnorthcarolina.com/emface-kinston-jacksonville/
https://amgnorthcarolina.com/emtone-kinston-jacksonville/
https://amgnorthcarolina.com/emsella-kinston-jacksonville/
& General forms

Charlotte -
https://amgnorthcarolina.com/emsculpt-neo-charlotte/
https://amgnorthcarolina.com/emface-charlotte/
https://amgnorthcarolina.com/emtone-charlotte/
https://amgnorthcarolina.com/emsella-charlotte/

Gastro / Weight Loss -
https://amgnorthcarolina.com/endoscopic-sleeve-gastroplasty/
https://amgnorthcarolina.com/bariatric-revision/
https://amgnorthcarolina.com/spatz3/

You also asked for the phone numbers, here they are below. Since Kinston & Jacksonville are sharing a pipeline, I am not sure which number will be best to use for the FWD #

Kinston: 252-220-9103

Jacksonville: 910-212-5602
Charlotte: 910-333-4334 

Alyssa hey girl you rockstar. Thanks for spelling this out with which forms/popups on what URL. SO much more clarity.

Isaac  Chris said that the general contact forms can go into the medspa pipeline for that location.

Vania Alyssa - Thank you for explaining it in the detail.

I have now set up the pipelines and also re-configured the zap for it.

Nolie or Jonnamae or Kristabel - Whoever is available I will need your help on this. On all the forms in which we don't have the preferred location field. Can you please add a hidden location field?

So for the forms that we have for Kinston-Jacksonville location page. The value will be "Kinston-Jacksonville" and for the "Charlotee" it will be "Charlotee". The label would be "Location".

We need to also add this information to the webhook.

Please follow the below form.

https://amgnorthcarolina.com/wp-admin/admin.php?page=gf_edit_forms&id=84

https://amgnorthcarolina.com/wp-admin/admin.php?page=gf_edit_forms&view=settings&subview=gravityformswebhooks&id=84&fid=131

Please let me know if you have any questions.

Copy that, Isaac  

Nolie - Thank you.

Vania whitney.zelig@gmail.com Ivonne, 
For some reason, someone on this client's team removed all of us from the leadsheet save for Ivonne and Isaac. Isaac could not be removed since he is owner. 
Can you please let them know that they cannot delete any of us who have access to the leadsheet since we need to check on it from time to time?
Isaac has already added us back by the way. 

Hector they made us cuz of hippa

Vania  

Whitney, but we have a few other clients with Hippa and they never removed us. How are we supposed to check on the clients? Leadsheet issues etc?

basically...we can't lol

she also wants me to sign a non-disclosure if I'm going to be looking at their leads

Well this is a first. What do Whitney and Chris think about this?
What is the solution? Because when their campaigns have any issues, what are we to do?
I will sign the NDA if that would make them happy btw. 

Vania , following up if this needs attention

We are good here Nicol...
Client removed access to leadsheet again.