Luxbae Medical Spa - www.luxbae.com - EC

Micro Website Development * Digital Marketing Monthly Management Service

Set Up: Lead Sheet

Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
isaac usually performs this task or starts it and gives it to jonnamae

New: Make sure we lock the columns that are coded in - to prevent client from deleting or editing

Comments & Events

Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
This is the email we will use to send leads to once the forms have been connected. 
info@luxbae.com
Isaac Klausnser, Medstar 👍
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac Alyssa Workman, Medstar Alyssa  
Good morning.
We need this leadsheet set up when you get a chance. 
Client's ads are already live. 

Thank you. 
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector we aren't on the final URL yet, so not ready for the primary lead sheet yet.

We are doing a DM campaign on FB/Instagram right now, but I believe Vania has already been in contact with Isaac about this. Isaac Klausnser, Medstar Isaac did create a lead sheet 'shell' for training purposes but I know Vania & Isaac are working on a solution for if the DM campaigns can have a webhook integrated for tracking leads in a sheet. 
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac we are ready to set up the lead sheet for the ads website 
https://go.luxbae.com/, that said, I don't see a webhook installed. 
 
Kristabel was the primary developer for this site if you need to loop her in. 
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - We already have all the static forms on this website connected the sheet and also to the client's GHL sub-account.

Below is the the link to the sheet.
https://docs.google.com/spreadsheets/d/15xtagIt9-QgJ0eWvUl33oaHsawxtiD2g1_wgsqSVvZY/edit#gid=0

Also can we include to rename the "webhook" name in the checklist when our devs create a duplicate of the forms on the website? Thank you.


Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac thank you for confirming and providing the leadsheet. Renaming the 'webhook' name is notated in the developer checklist, I will let the developer know it was missed.

I couldn't find the webhook in the form settings otherwise I likely would have caught it.  Where is the webhook located? Normally it is in the form settings under 'personal data', but this is what I see:
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac I figured out why I couldn't see the webhook before. I was using this login provided for development that was also given to me for auditing: medstar-custom / Letmein123#@!

This is also likely why the developer missed checking the 'webhook' name during the checklist. I had to use this login to see it: medstar / Letmein123#@!

How can we ensure developers can see the webhook settings if you set up a limited-access login for them? Will you always be creating a username 'medstar' login option with higher-lever of admin access? I will just default to using that instead like I normally have. 

Also, I am curious, what was the limited access login created for? Will that be a standard now? 
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa  

OK. Got it. I will check if we can provide access to the webhook on the limited access user account.

Yes. I will always be creating "medstar" login.

We have started creating limited access to restrict installation of unsecured or problemantic plugins by our devs. Recently many of our websites got malicious files or caused compatability issues on the website third party author plugins.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Yes. I was able to find a way. I have now updated the "medstar-custom" user account. Below is the new password.

New pw:  #jcfN$b0dH!9
Alyssa Workman, Medstar Thanks!
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.