Shore Medical Aesthetics - www.shoremedaesthetics.com - 🔴 SEO client 🔴 - NR

https://www.shoremedaesthetics.com

Create pop ups for pages - hydrafacial, NEO, microneedling, m8

Assigned to
Alyssa Workman, Medstar Alyssa W.
Due on
Notes

Comments & Events

Charmae Arcayan, Medstar
Isaac Klausnser, Medstar
Charmae Arcayan, Medstar Charmae - Thank you.

Charmae Arcayan, Medstar Charmae - Gentle reminder to always include Alyssa Workman, Medstar Alyssa once you have set up a new form or popups so she gets notified and test them on her end manually.

Nicol Razon, Medstar Nicol - FYI. We only have the Coolsculpting, Fillers and Botox forms and popups on this website connected to GHL. All the other forms are only connected to client's mailbox and sheet.
Charmae Arcayan, Medstar Got it Isaac 😊
Nicol Razon, Medstar
Isaac Klausnser, Medstar Isaac I had asked someone else on the team about this, and the information I received was that every form was *already* connected for every page. thank you for the clarification, because I did suspect you needed to be tasked or, notified to connect new forms and pops ups. Now I know and will notify the other team-member. 

How do you prefer to be tasked/asked to do this? Can you please work on this next? 
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol Isaac Klausnser, Medstar Isaac this is an older client/site. Maybe some context is missing as to why they weren't connected previously. Generally, these things are automatically set-up for new projects and I will test any new set-ups and loop in Isaac if I run into any issues. I will test these pop-ups before tomorrow. 

This is a good find to discover not all GFs were connected to GHL. We ought to connect these new pop-ups and forms to GHL if ads are running to them. Likely all pages too though....

Isaac Klausnser, Medstar Isaac Vania J, Medstar Vania Jessica Marino, Digital Marketing Coordinator at Medstar Jessica can you recall or have insight as to why the other pages were never connected to GHL besides the campaign pages? I could only find this task, and it only mentions connecting the services that Isaac mentioned above: Coolsculpting, Fillers and Botox
Jessica Marino, Digital Marketing Coordinator at Medstar
Alyssa Workman, Medstar Alyssa I am not sure as this is a little bit pre-Jessica, but from what I understand, we didn't run ads to this page before and it didn't have an offer? I might have to check with Vania, so don't quote me just yet...thanks!
Alyssa Workman, Medstar
Nicol Razon, Medstar Nicol Isaac Klausnser, Medstar Isaac I connected with Vania about this. There were about 5 clients who were not interested in using GHL, this being one of them. Vania did present it to them and likely why Coolsculpting, Fillers, and Botox were set up only, as a trial. Shore was interested but they kept putting it off, so confirmation never progressed. 

Nicol Razon, Medstar Nicol if the client wants to use GHL now, absolutely, we can set up every Gravity Form & pop-up to be connected to GHL. Please confirm with the client that they indeed want to use GHL now and let Isaac know so he can connect everything. Then I suggest scheduling a Front Desk Training to ensure they know how to use it. 
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa Isaac Klausnser, Medstar Isaac let's please connect the gf and pop-ups to their ghl for these pages as we will be running ads to them, as a priority.
then, as time is available, let's please hook up the other gv on other pages so that they all go through ghl. this client is going to be booking a front desk training and anticipates doing so this month. 
Thank you! 
Alyssa Workman, Medstar Thx 4 confirming
Isaac Klausnser, Medstar
Nicol Razon, Medstar Nicol

I had asked someone else on the team about this, and the information I received was that every form was *already* connected for every page.

It's not true in all the cases specially for our older clients due to the way how the webhooks are set up on them.

this is an older client/site. Maybe some context is missing as to why they weren't connected previously. 

Alyssa Workman, Medstar Alyssa - Yes. It's because of the same reason Vania mentioned to you. I just notified Nicol Razon, Medstar Nicol regarding so she is aware of this since she is the new CSM for this client now.

Nicol Razon, Medstar Nicol  

let's please connect the gf and pop-ups to their ghl for these pages as we will be running ads to them, as a priority.

DONE


let's please hook up the other gv on other pages so that they all go through ghl.

DONE
Alyssa Workman, Medstar TY Isaac 🙏
Nicol Razon, Medstar Hooray!
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
Thank you Isaac and Nicol. 

I am reassigning this task to myself so I can test all connections to GHL. I’ll let Isaac know if there are any issues. 
Nicol Razon, Medstar TY so much!
Alyssa Workman rescheduled this to-do
Was
Now
Alyssa Workman, Medstar
Updated the due-date for myself. I am getting caught up on other higher priority things since the Semaglutide issue. I will get this done next week. 
Nicol Razon, Medstar TY!
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa  are we ok to close this task?
Alyssa Workman, Medstar Yes, thx!
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.