Question 1

Importing / Uploading Contacts

Accepted Answer

Question 2

How to Share Passwords with our Team

Accepted Answer

These instructions will help you add confidential login information to Dashlane, a trusted online program that allows you to securely share login information with us. We use this tool so we can keep your information secure, rather than exchange sensitive information via email. 1. Go to dashlane.com and click on “Get Dashlane”. 2. Allow the app to make changes to your device. 3. Log in or create an account. Be sure to create a really strong password! 4. Follow the prompts or skip the prompts. 5. The Dashlane dashboard will pop up. 6. Click on Password on the lefthand panel. 7. Click the green “Add New” button at the top. 8. Enter the information you’re sharing. 9. Click Ok to create the record. 10. To share this record with our team, click on "Share" 11. Select the items you would like to share 12. Add **hello@nidomarketing.com** to the Recipients box, then click on "Add New Contact." Be sure to click “Full rights” before sharing. 13. Click on "Share."

Question 3

Marketing - Survey Builder

Accepted Answer

Question 4

How to Access the Montessori CRM

Accepted Answer

Question 5

Last Steps Before We Launch Your PPC Campaign

Accepted Answer

After a campaign has been built, but before it launches, we like to schedule a time with you to review the campaign before it goes live. This is to ensure that your initials goals are being strategically implemented, and allows everyone who's a part of the process to voice any concerns.

Below you'll find a list of topics and items that we will be reviewing during our discussion. Once we have reviewed the campaign with you, made any changes needed and have received your full approval, the campaign will go live!

### Ad Budget

The first step prior to your PPC campaign launch is to ensure that we have the proper daily/monthly budget in place.

While we're confident in our abilities to successfully deliver and manage PPC campaigns, but it never hurts to double check things, especially the budget.

### Campaign Schedule

The campaign schedule is the time of day and days of the week that the campaign will run its advertisements.

This is important because you may want to receive traffic to your website during the night, but also want to have traffic, plus phone calls during the day.

### Geography

It's important to make sure that we have the proper geographical settings in place prior to launch.

If you are a business that is running advertisements to people who live within a 25-mile radius of your physical location, it would be inappropriate to have your ads set to run outside of your targeted market area.

### Structure

The structure of your campaign is essentially another way to refer to the overarching goal of the campaign.

For instance, someone who is running a campaign to maximize conversions defined by email signups will have a different campaign structure than someone who just wants drive clicks and traffic to their website.

### Ad Copy

This is a crucial step because the ad copy is going to be the first experience a potential customer has with your business.

It's important that we have proper ad copy in place that is relevant to what you are offering on the other end of your advertisement. We also want to make sure that the ads are relevant to the keywords that they are attached to.

Relevant ad copy is something that shouldn't be overlooked because the higher the relevancy is to people searching on Google, the higher your ad's quality score.

A higher quality score can help in the bidding process to lower your Cost Per Click, increase your ad rank, and increase overall campaign performance.

### Negative Keyword List

There is nothing negative about negative keywords. In fact, compiling a list of negative keywords is a great thing!

Negative keywords increase campaign performance because they eliminate a lot of bad traffic and irrelevant clicks.

For instance, say that you run a business that sells luxury jewelry. The last thing you would want is for people clicking on your ads who search for "cheap jewelry".

The person who is searching for "cheap jewelry" isn't likely to buy luxury jewelry, and if they click on your advertisement you get charged for that irrelevant click.

The great thing about negative keywords is that if we add "cheap" as a negative keyword, your ad will never show for people who use the word "cheap" in their search.

This, in turn, saves you money on the campaign that can be used for more relevant clicks.

### Ad Groups

Ad groups contain a collection of advertisements and keywords that are relevant to the overall goal of the campaign.

For instance, if your company offers a wide variety of services, each ad group should reflect that service. This offers much more in the way of scalability and control when wanting to expand your marketing around those specific services.

### Keywords

A keyword is essentially a word or phrase that people search for in Google.

Keywords are the beating heart of each campaign. If the keywords don't match with the products/services you're advertising, it can cause problems.

We also focus on keywords and keyphrases that generate the type of conversion you want. By adding keywords and key phrases to your campaign such as “buy”, “for sale”, “near me”, etc., we can generate a conversion much more frequently.

### Bidding Strategy

There are a few types of bidding strategies that you can use in an AdWords campaign. Depending on your business goals, some bidding strategies will be better suited for you than others.

For instance, if your business is trying to maximize the number of clicks to the website, a "Maximize Clicks" bidding strategy might be best. If your business is trying to capture conversions at a specific cost, then "Target CPA" bids might be best in that scenario.

It's also important to keep in mind that as your campaigns evolve, the bidding strategy used will likely evolve along with it.

### In Summary...

If for any reason we have left one of your questions unanswered, you can always request another campaign walk through!

Question 6

Getting Started - Opportunities Overview

Accepted Answer

Question 7

Getting Started - General Overview

Accepted Answer

Question 8

How to customize your online scheduling application in the CRM

Accepted Answer

Step #1: Connect Your Google Account Step #2: Custom Values Step #3: Configure you Calendar Step #4: Customize Signup Form Step #5: Customize Confirmation Emails

Question 9

How to Add Nido Marketing to your Facebook Ad Account and Business Page

Accepted Answer

In order to grant our agency access to your Facebook account, you will first need to sign into your Facebook Business Manager here: [business.facebook.com](https://business.facebook.com/). If you do not already have a Business Manager account, you’ll need to create one. Once you are signed in, please navigate to the "Business Settings" page: Business Manager > All Tools > Business Settings ![downloads.intercomcdn.comio777231256640630da49cd6b76130fb07lJvBYeO-1sDZgO3g6UEaFVfPQh6C6rAAyPtVDAWPrwmUelTe4PCSR27MsO8DFOrweeva52Agg4x1bTpqrJFa0.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/s3xzG6Cmdb/downloads.intercomcdn.comio777231256640630da49cd6b76130fb07lJvBYeO-1sDZgO3g6UEaFVfPQh6C6rAAyPtVDAWPrwmUelTe4PCSR27MsO8DFOrweeva52Agg4x1bTpqrJFa0.png) Please select the "Ad Account" tab from the vertical list on the left and then choose the Ad Account name that coincides with your business. On the right hand side, you will see a button that says “Assign Partner." ![downloads.intercomcdn.comio7772312630dfea263a338595ca36bc62EaetKHLD0A-UW6M2XS_FSQms6LGtwX9sUFuA4dXqnFEOD4qE2lXgFmgwlqO3C6sjzbxg8bTTPT9f5Jg98K9hO.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/ryQoetmuLx/downloads.intercomcdn.comio7772312630dfea263a338595ca36bc62EaetKHLD0A-UW6M2XS_FSQms6LGtwX9sUFuA4dXqnFEOD4qE2lXgFmgwlqO3C6sjzbxg8bTTPT9f5Jg98K9hO.png) A form should appear with the title: Connect partner to ad account. At the bottom of this form is a link that reads: "Connect your ad account using your partner’s business ID instead." Please click that link. ![downloads.intercomcdn.comio777231275c6dbcf2a576ffd105b4d9a2z6tLAdicVM_wyJCeTeA12uC6v-jtxcfE5WblwxE-JDcRlFpGgTEoOZy2fcAHMxsJbKKY5K_cNeAqUS8HT58Uv.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/1CK1KJcRWt/downloads.intercomcdn.comio777231275c6dbcf2a576ffd105b4d9a2z6tLAdicVM_wyJCeTeA12uC6v-jtxcfE5WblwxE-JDcRlFpGgTEoOZy2fcAHMxsJbKKY5K_cNeAqUS8HT58Uv.png) The new form should look like this: ![downloads.intercomcdn.comio777231293059df3d41866c1d6d754719TCR20tHjVDtFWOHA2W6O-wWHKn6VIpEoMJCDZFsPsGOcDd0NU9I-UdDryTpRWQwisJUWogxyPyG5VQWtfQcDx.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/hT7wJuXEw6/downloads.intercomcdn.comio777231293059df3d41866c1d6d754719TCR20tHjVDtFWOHA2W6O-wWHKn6VIpEoMJCDZFsPsGOcDd0NU9I-UdDryTpRWQwisJUWogxyPyG5VQWtfQcDx.png) Please select the role level of "Ad Account Admin" and enter the following Business ID into the “Partner's Business ID" field: 481432085577329 Congratulations! You have added us to your Facebook Ad Account. You are almost done. We’ll also need to be added as a partner to your Facebook's Business Page. This is very similar to adding us to your "Ad Account." From the same “Business Settings” page, select “Pages” from the vertical list of options on the left and choose the page name that corresponds with your business. On the right hand side, you will see a button that says “Assign Partner." ![downloads.intercomcdn.comio77723130bb9f5e6a96ee56748247a536lZy90E4Z9h0_yb8rCcBDmX9eNuvT7X9NiOiGDW8Qe7duhZEDCXj75vwW1TTX73XxSmmVLtxxnzrWQ4nWZuM6q.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/Z3vpxvDGfT/downloads.intercomcdn.comio77723130bb9f5e6a96ee56748247a536lZy90E4Z9h0_yb8rCcBDmX9eNuvT7X9NiOiGDW8Qe7duhZEDCXj75vwW1TTX73XxSmmVLtxxnzrWQ4nWZuM6q.png) A form should appear with the title: Connect partner to Page. At the bottom of this form is a link that reads: "Connect your Page using your partner’s business ID instead." Please click that link. ![downloads.intercomcdn.comio777231315a97c5da9f5539b6234f6e96X-MnOdJOTT2KvEpAP72P1nlnBwbBlMyfaVLyFVajgby8MqGVvoM_qBImrV_j0HZfE14_TAZKrkUVHnMUk2QW0.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/aXO1J8ezKp/downloads.intercomcdn.comio777231315a97c5da9f5539b6234f6e96X-MnOdJOTT2KvEpAP72P1nlnBwbBlMyfaVLyFVajgby8MqGVvoM_qBImrV_j0HZfE14_TAZKrkUVHnMUk2QW0.png) The new form should look like this: ![downloads.intercomcdn.comio77723134b6f0431d0ca7838987be7286p7EcwhVkroLPyh_sg6AXyyotuSF3SKUzulLnHcXB1qeiJlorw4slLuhgQGaA6VDQKK0rrDDOGo9RJ1Gq7CKMY.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/vNGs3kNtXf/downloads.intercomcdn.comio77723134b6f0431d0ca7838987be7286p7EcwhVkroLPyh_sg6AXyyotuSF3SKUzulLnHcXB1qeiJlorw4slLuhgQGaA6VDQKK0rrDDOGo9RJ1Gq7CKMY.png) Please select the role level of "Page Admin" and enter the following Business ID into the “Partner's Business ID" field: 481432085577329 You are done! Once you have completed both of these steps, please make sure to alert your client manager.

Question 10

Pages: Editing an existing page

Accepted Answer

How can we help?

Montessori Website

Montessori CRM

Ads Management

General Information