Health First Medical Weight Loss - 🔴 SEO client 🔴 - EM/CZ

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

connect forms to high level

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
all forms

we need tags for "hesperia" and "redlands" 

as there are two different offices. Wondering if we should create two accounts? Or just keep tags? 

put on "test" until they are ready to go. 

8am-8pm mon-sat PST

Comments & Events

Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Having tags and separate phone numbers for both locations should work. We don't need two different accounts.
whitney.zelig@gmail.com, Medstar
ok thank you go ahead Isaac Klausnser, Medstar Isaac  
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Ok thank you for confirming.
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com -  Finished setting up an account for them.

Created test page with test form on it here -
https://healthfirstweightcontrol.com/contact-highlevel/

I have created two different campaigns for them in their Highlevel account one for each location.

I have added a condition in the Zapier API so it will automatically go to the correct campaign based on what the user will select in the location dropdown in the form.

If the user will choose "Any location" it will go to the "Hesperia" campaign.

I have also assigned separate users for each campaign and assigned separate Twilio numbers to each of these users.



Please let me know if you have any questions.
whitney.zelig@gmail.com, Medstar
I think i figured it out- thanks Isaac Klausnser, Medstar Isaac  
Isaac Klausnser, Medstar 👍 Thank you.
whitney.zelig@gmail.com, Medstar
1/11/20- wz trained Valerie on high level

Isaac Klausnser, Medstar Isaac Vania J, Medstar Vania had a question about why the leads wont drag over?

we are ready to go LIVE Isaac Klausnser, Medstar Isaac can you hook up each form to high level? 

8am-8pm mon-sat PST
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Vania J, Medstar Vania - It's because of the below reason.

That campaign dropdown is just for the filtered view. In other words. When you select a specific campaign in the opportunities tab. It gets switched to filtered view mode.

OK. Thank for confirming. I will connect all the forms now.
whitney.zelig@gmail.com, Medstar
Gotcha Isaac Klausnser, Medstar Isaac  will let client know. thank you! please let us know when all forms are live
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Highlevel is LIVE for all GFs + Optins on this website now.
whitney.zelig@gmail.com, Medstar
thank you. 

notes for wz:
emailed valerie. 1:50pm MT 1/15/21
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.