Isaac will you please set up the GHL account and let Vania know as soon as it is ready? Thank you!

Vania   here is the leadsheet. Audits in progress. We are on the final URL though. 

Isaac can you bump this up in priority please? This client is trying to get a text blast out with black Friday as well. We are finalizing edits still. 

Thanks for everything you do!

Alyssa Vania - Here you go

Login URL: https://app.medstarmedia.com
Username: Rdave@drheritage.com
Password: YouareCool2022#$

whitney.zelig@gmail.com Vania we are good to go with GHL if they wanted to move forward with the blast. Website is live. I assigned Gerlie the final edits here & before Isaac does his trello. 

No on that blast lol
but I'm sending the training invite now

Isaac  
sidenote I like how you switched the password to YouareCool instead of YoureCool because it really helped with the tech illiterate people who don't know how to bypass an aggressive autocorrect

Jessica can you please set up the new acct templates for this GHL subacct? We can go over it later today to double-check it. 

The services they are marketing are: Emsculpt NEO, Smart Lipo, Botox
Edison location only at this time. 

Vania  complete! Thank you!

Isaac  this team has been trained. Please make LIVE.

Vania - DONE

Isaac can you connect the templates to the campaign please? The usual setup

Isaac  I went ahead and connected the templates to the campaign but can you please check it over

Vania - Looks good 

Isaac one thing i see is that the GHL and leadsheet is not tracking the source url code to facebook/google leads? can you look into this 

also one of their smart lipo leads didn't make it into the leadsheet - Alyssa Tishfield 

whitney.zelig@gmail.com - It's there but showing up at the bottom because of the data they have added in the middle rows. the ones that I have marked with yellow. Please ask them not make any changes in the grey area.

Heritage-Veins-Aesthetics-Leadsheet-Google-Sheets.png 182 KB • Download

Since I wasn't sure for which lead they added these comments. I have added new tab in the sheet and moved the current date exactly like in the above screenshot there and have updated the tab "All sheet" so new leads shows up correctly.

If you want I can lock the grey area for their staff so they wouldn't be able to make any edits in those columns.

# For the source URL. I am not seeing any error in it's settings. We have the same settings enabled that we use for all of our clients. Can we please ask Shane to check on his end to make sure UTM tracking is properly set up in the ads.

please lock grey fields Isaac  

whitney.zelig@gmail.com - DONE