Hello Nicol Isaac popup added

Charmae - Thank you.

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

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.

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? 

Nicol 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 Vania 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

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!

Nicol 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 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. 

Alyssa 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! 

Nicol

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.

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

Nicol  

DONE

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. 

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. 

Alyssa  are we ok to close this task?