Trilogy Medical Center -

www.trilogymedicalcenter.com - We are only doing SEO and ADs. No website work, but Chris will work with designer.

set up lead sheet

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Isaac Klausnser, Medstar Isaac  - can we set this up. We will install this on their new website they will have shortly. 

Comments & Events

Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector  - Would need access to their website to set this up. Let me know once we have the credentials. Thanks.
Hector Mota, Operations Manager at Medstar
Isaac,
How are you doing on your side of the world?
Hope all is well with you and your family.
I thought you had access to this since Chris tagged you in another task about installing GTM?
Not sure if the credentials on the client's spreadsheet are the ones you need.
Please let me know.
If not, then Chris Zelig, Medstar Chris can advise. 
Thanks 
Isaac Klausnser, Medstar
Hey Hector Mota, Operations Manager at Medstar Hector - I'm good. Thanks for asking. How is you and your family?

I just noticed that this website is not based on WP and the custom framework on which this website is built on doesn't seems to have any option to integrate the forms with third party apps like Googles sheet.
Chris Zelig, Medstar
Isaac Klausnser, Medstar Isaac - can you hook up lead notifications and send to this email please

info@trilogymedicalcenter.com
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - I looked into it and client is using custom HTML web forms on the website. I can try connecting it with ZAPIER webhook but it might take more than couple hrs. Please confirm.

Also please let me know which forms we need to connect with the leadsheet. 

Hector Mota, Operations Manager at Medstar
Isaac, glad to hear everything  is good on your end. We are hanging in there on ours. 
I just sent Chris your findings and will let you know what he says. 
Thanks 
Hector Mota, Operations Manager at Medstar
Isaac, 
Spoke to Chris and he says we only need to worry about hooking up the forms on the websites. 
No need to worry about the HTML forms. 
Thanks. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector  - Did he say exactly what forms he is referring on the website that we need to hook up?
Can you ask him for the page URL?
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - Let me know if we need to connect specific service forms or ALL forms on the website?

Also just FYI these guys are using "FORMIDABLE FORMS" plugin for contact forms on the website which is a secure partner with Zapier. That means in order to connect the ZAPIER with forms on client site we need to autorize using an API key but since client staged site is password protected. We can't do till client moves it to LIVE server and removes the password protection.
Chris Zelig, Medstar
Ok. Well thanks remind me prior to launch. 
Isaac Klausnser, Medstar Will do. Thanks.
Chris Zelig, Medstar
Isaac Klausnser, Medstar Isaac  - site is live, can you make sure we can now hook up the lead sheet.
Isaac Klausnser, Medstar Sure
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris  - Do we need to connect all forms on this website or specific forms?

Asking as connecting each form to ZAPIER on the plugin that client is using for contact forms on the website i.e FORMIDABLE FORMS will take somewhere b/w 5-10 mins on each form and they have around 50 active forms.

Let me know. Thanks.
Chris Zelig, Medstar
Lets do coolsculpting, microneedling, emsculpt, clear + brilliant plus the general contact us forms
Isaac Klausnser, Medstar Got it.
Chris Zelig, Medstar
Isaac Klausnser, Medstar Isaac  - we will need to eventually hook up all the forms. No rush but it is something we need to work on. 
Isaac Klausnser, Medstar OK. Understood.
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris  - Connected all web forms + Optins on this website with the leadsheet.
Hector Mota, Operations Manager at Medstar
Looks like leads are already generating. Thank you Isaac. 
Awesome work. 
Chris Zelig, Medstar
Chris Zelig completed this to-do.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
There is about a 5 hour time discrepancy issue on the leadsheet. 
It is between the time on the pop ups and the side forms. 
Also, the lead referrer source - is not working on the side forms. 
Lastly, the lead service type - should there be one ? - when you fill out the pop ups?

Can you please check these issues out?
Hector Mota, Operations Manager at Medstar
Hector Mota re-opened this to-do.
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Fixed the issues.

For the lead referrer, the form plugin this client is using on his website didn't have an option to pass the URL info to API.

So I instead used a static URL in the ZAPIER API settings for all forms - trilogymedicalcenter.com.
Hector Mota, Operations Manager at Medstar
Okay thank you for clearing that up. 
Having the correct URLs referrals is crucial; especially when we want to show clients we are getting leads for them. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - OK. I will try with a custom code to pass the URL string.
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Updated all forms to pass the URL.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
Good morning. 
I am seeing the CS page showing up. 
However, I tested the https://trilogymedicalcenter.com/ty/fillers page and the URL is blank. 
The same thing on the side form for Hydrafacials. 
Only the pop up is showing the URLs. Not the Side forms
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Hmm..OK. Will check.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
following up to see if this was ever completed?
Thanks.
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Yes, it was completed. Sorry for missing notifying you.
Hector Mota, Operations Manager at Medstar
No worries Isaac. 
It happens. 
Thanks for completing it and letting me know. 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.