Dr Alice Cheng - South Shore Smiles - NR

https://www.southshoresmiles.com/ - This is for a client who already has a website we can use that we just need to optimize.

Set up High Level ( if requested or needed) & send this infographic

Assigned to
Isaac Klausnser, Medstar Isaac K. Vania J, Medstar Vania J.
Notes

Comments & Events

whitney.zelig@gmail.com, Medstar
these ads are running already- have we set them up to the forms? Vania J, Medstar Vania Isaac Klausnser, Medstar Isaac  ? we need to get them on a training asap 
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com no. I wasn't aware. I can reach out now to schedule something.
whitney.zelig@gmail.com, Medstar thank you!
Vania J, Medstar
Isaac Klausnser, Medstar Isaac can you please set this acct up with the additional new triggers. I'll let you know after I speak with the client and create follow up messaging templates. Thanks!

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Isaac Klausnser, Medstar Isaac I don't see popups created? But gravity forms seem linked to leadsheet at least.

Just general dentistry and invisalign it looks like? I don't have the url's but I'll go look in google ads. 

Leadsheet: https://docs.google.com/spreadsheets/d/1DynTbUJqLs5_VAHXfCSQ84F3Fo5Q8E_ZY7RlkhGFZuI/edit?usp=sharing
Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE. Below are their user account credentials.

Login URL: https://app.medstarmedia.com
Username: info@southshoressmiles.com


Password: YoureCool2021#$

Jonnamae Jumawan, Medstar Jonnamae - Can you please help us setting popups for this website?
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
Thanks. I will update the spreadsheet. 
I will assign the pop ups to Kristabel. Jonnamae is extremely busy with the remaining Q3 reports.
Thanks. 
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
Someone wrote the address wrong on the form and added an extra "S"
The correct spelling is info@southshoresmiles.com
can you please update?
Jonnamae Jumawan, Medstar Jonnamae and Vania J, Medstar Vania  please take note in case you also need to update. 
Vania J, Medstar
I thought that looked weird! But at least I know now why she hasn't written back.
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - UPDATED
Hector Mota, Operations Manager at Medstar thank you!👍
Linda Bezdjian, Client Success Manager at Medstar
Vania J, Medstar Vania Have you trained the client on HL? Alyssa Workman, Medstar Alyssa and I are doing a mini CAG
Thanks for the update!
Vania J, Medstar
Linda Bezdjian, Client Success Manager at Medstar Linda  she's rescheduled a few times but she has had all the logins and cheatsheets. We are scheduled again for Thurs at 10am pt
Vania J, Medstar
*EVERYONE* please note no additional auto texts set up for this client. BY DR.CHENG's REQUEST! Please check with client before setting up any additional steps in their campaigns. thanksss
whitney.zelig@gmail.com, Medstar
whaaaaa? not even the first one Vania J, Medstar Vania  ?
Vania J, Medstar just that one
Vania J, Medstar
Note* created new login for client with their requests. It is now
southshoresmiles44@gmail.com
Integrity50!
Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania Jenny.... Thank you for letting us know about that.
However, I tasked that out a few days ago when I found the error. I believe Isaac corrected it. I am not seeing any undeliverable emails come into Hi@Medstarpatients inbox so that must of have been fixed.
In any event, I will keep my eyes open just in case.
Don't forget to SMILE!!!
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  ok so since it was a custom value, where was it pulling the misspelled name from. Just trying to understand the source so I can fix it on the spot when this comes up again. 
Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector  the email used to create the login was spelled wrong and she saw it somewhere else during our meeting but fixed now
Hector Mota, Operations Manager at Medstar OK... thanks. 👍
Isaac Klausnser, Medstar
Vania J, Medstar Vania - From the business name field in the settings.
Vania J, Medstar
Vania J completed this to-do.