✔ Medstar Media To HighLevel - adjustments.
Completed by Chris Z.
- Assigned to
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Isaac K.
- Notes
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Hi Isaac,
Hows your health man? Thank you for all your help. We do not tell you enough how much we appreciate you!
I would like to hook up all medstarmedia.com lead forms to the Medstar Media company account on Highlevel. I see that the gravity form on the medstarmedia.com/covid page is hooked up but I did not see the optinmonster forms hooked up. Here is an additionl resourece I found that may help https://help.gohighlevel.com/support/home
- MailGun, I think we need to hook this up. When I tested it out I did not get an email. Can you set up a new gmail address hello@medstarmedia.com and use that as the main sending email. Also forward it to chris@medstarmedia.com
-Timing - let's investigate the best way to send out text messages. For example, I think you can select the condition of when, so if a text comes in at night it we do not text them until the morning
- pipeline - there has to be a way we can move the contacts along different funnels. Depending on the action they take. I set one up. However can you see if you can add a trigger, if someone replies to the email or the text can we move them pipeline stage lead - to pipeline stage contact?
- Phone call - there is a way that when highlevel gets a lead it can call me or the user number on the account and then connect me with the lead. Can you look into that? See how it is done.
Thanks for all your help.
https://drive.google.com/file/d/15oTMa9G2J4L_ZmT3HEm_5Ai0nG51unO1/view
General Website Notes
When I fill out gravity form on medstarmedia.com/covid it goes to this:
https://medstarmedia.com/marketing-your-medspa-during-the-covid-pandemic/
The confirmation page should go to this:
medstarmedia.com/c/covid
When I fill out the general popup form it takes me to this confirmation page.
medstarmedia.com/thank-you
Can you please create a duplicate of the home page mark it noindex and have the general popup go to this:
medstarmedia.com/c/home
I did not see the optinmonster forms hooked up. - Just hooked them up as well.
MailGun - Will look into it.
For the Timing, Pipeline and Phone Call. I believe you have already figured all these out. Let me know if you need any help with these.
FIXED all the general website issues. Thanks.
Love working with you and the team. :)
let me know when you figure out how to hook up the email. - Sure.
Could we use my gmail address chris@medstarmedia.com to send out messages from Highlevel it would be easier for me to monitor replies.
Hook Up HighLevel - Dr. Alla Caring Dental
https://drive.google.com/file/d/15VntavIfL0SNwCIYIum2_hKbtGE4hD-P/view
The system called me, but did not connect to call the lead - For this to work correctly. First we need to make sure we have a user assigned to campaign. It was blank earlier. I have now added YOU as a user to campaign "Medstar Media Test Campaign".
First HighLevel system will call you and then YOU NEED TO PRESS A KEY to connect the call with the lead. I have updated the message in the call event so that it will say the same whenever you get the call.
I tested it with my own number and got connected fine.
I would recommend you to watch this quick video to know how to test the call and other events in campaigns really fast.
https://youtu.be/51XRR44BimY
Will hooking up mail gun prevent this - Yes it should as currently the "reply to" email is different from "FROM" email address.
Also the leads are not automatically going into the pipeline. - UPDATED
update, I got text like 10 minutes later. - Yes SMS texts on Highlevel sometimes takes avg 5-10 mins to receive on client's end.
I just tested it with my own email and it came successfully in my primary inbox without any spam note in there.
Subdomain that I setup in Mailgun is mg.medstarmedia.com so whenever someone clicks on "reply" to the automated email it will get back to assigned user email via "chris@mg.medstarmedia.com"
Let me know if you want me to change it something like replies.medstarmedia.com or someothing else or have any questions regarding any of above. Thanks.
https://drive.google.com/file/d/1h2zEBC2YqtyK98nWDgaCXLHa_3l5ef6K/view
I just tested it and could not find the email. - It's at 1:23 in the video that you shared above.
Just to make sure I checked in the Mailgun logs and all 4 test emails were successfully delivered.
While moving the leads b/w different stages drop them below the pipeline title and not ON them. It will work.
https://drive.google.com/file/d/1A5bisaDHoexfqIOjMpthcDZn1_ZloWUS/view
For the phone number - No need to copy/paste number manually in the phone field. Just hit the call button while leaving it blank and system will automatically dial lead phone number.