Question 1

How to Access the Montessori CRM

Question 2

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.

If you do not already have a Business Manager account, you’ll need to create one. Here's a quick guide on how to Create a Business Account in Meta Business Manager.

Once you are signed in, please navigate to the "Business Settings" page:

Business Manager > All Tools > Settings > Business Settings.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/u05vn316hm/Screenshot_1.png (Screenshot_1)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/SrOJG9Dgtv/Screenshot_2.png (Screenshot_2)

Please select the "Ad Accounts" 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 Partners"

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/4f9AmuyCjX/Screenshot_3.png (Screenshot_3)

A form should appear with the title: Assign Partner. Please click "Business ID".

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/iTj7MmGWqh/Screenshot_4.png (Screenshot_4)

Enter the following Business ID into the “Enter Partner's Business ID" field:

481432085577329

Please select the role level of "Ad Account Admin" and make sure that "Full Control" is enabled. Then click “Next”.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/k4mII1oFCc/Screenshot_5.png (Screenshot_5)

Congratulations! You have added us to your Facebook Ad Account.

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You are almost done.

We’ll also need to be added as a partner to your Facebook 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 Partners"

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/9UyvF0aas9/Screenshot_7.png (Screenshot_7)

A form should appear with the title: Assign Partner. Please click "Business ID".

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/cqaxg5MtYw/Screenshot_8.png (Screenshot_8)

Enter the following Business ID into the “Enter Partner's Business ID" field:

481432085577329

Please select the role level of "Page Account Admin" and make sure that "Full Control" is enabled.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/gHlsUabIh6/Screenshot_9.png (Screenshot_9)

You are done! Once you have completed both of these steps, please make sure to alert your client manager.

Question 3

Here's What You Can Expect Now That You've Been Onboarded As A Client

Accepted Answer

Now that you have been onboarded as a client there are just a few technical things that we need to set up for your website, in order to properly track calls and conversions in order to better understand what optimizations need to be made.

This is a guide for you to know what these tools are, why they're important, and how they're paramount to the success of the campaign.

Don't worry. You don't need to do any of these things (that's what we're here for).

We might need to request access from you for some of these tools. If that's the case, we will reach out to you and make the process as easy as possible.

Google Tag Manager (GTM) Installation

Google Tag Manager is a tool that we use to track specific actions and events that happen on your website, such as conversions.

This tool integrates with Google Analytics, and allows us to see how your website visitors behave on your website.

By setting this up, we can track things like which forms a user has filled out, who has visited the website (important for remarketing), what links users are clicking on, etc.

Similar to how video cameras work to see what's going on in a physical store, Google Tag Manager with Google Analytics allows us to replicate that in a digital environment.

Call Tracking Metrics (CTM)

Call Tracking Metrics is important to set up, particularly if your goal is to have leads call your business.

This feature allows us to track conversations that leads have with your business. Our team will be listening in all of the phone calls to gauge the level of quality conversations that are being had. If lead quality is excellent, Call Tracking Metrics allows us to identify what campaign generated that phone calls so we can increase the frequency of calls from that campaign.

Conversion Tracking helps us as advertisers to see when a user completes a desired action on your website, e.g. filling out a form, completing a purchase, etc.

Conversion Tracking utilizes Google Tag Manager in order to track actions and conversions.

Pixel Installation (Facebook)

Should your business goals require advertisements on Facebook, we will need to install what's known as Facebook's "Pixel".

The Pixel is Facebook's version of Google's "Tag", and it accomplishes many of the same functions that Google's Tag does.

It's important to understand that other businesses in your space are likely advertising on Google as well.

Part of the process of creating a successful campaign is to see how your competitors are advertising. We uses a myriad of tools to identify what your competition is doing, if it's working, and how we can improve on it.

Ad Copy Creation

The Ad Copy is what a potential customer is going to see on Google when they type in their keyword to the search bar.

Every ad that we create will be relevant to the product/service that you sell and will be specific to the group of keywords that best describe your product.

Campaign Creation

Once we've received all the information relevant to your campaign, we can start the process of actually building out the PPC campaign. This is a complex process that involves taking the information that you filled out in the on-boarding process and translating that into keywords and advertisements.

Having the proper keywords, key phrases, ad budget, ad schedule, ad groups, landing page destination, etc. in place make sure that your ads are being shown to the right people, at the right time.

Also, depending on what your campaign goals are, it's at this stage that we configure the campaign to fit your desired customer actions, i.e. increase quality phone calls with potential customers, eCommerce transaction, contact form completions, acquiring customers for a particular cost, etc.

After The Campaign Has Been Created, But Before Launch

After the campaign has been created, we will schedule a time to review the campaign and discuss what has been created, why it's been created in that way, and the expected outcome.

Question 4

What Is Call Tracking Metrics (CTM) and Why Do I Need It?

Accepted Answer

Record, measure, and listen to the calls your advertising efforts generate in real-time!

All phone call data is seamlessly linked to your Google Analytics, making it easy to define your exact ROI from your Search and AdWords campaigns. Plus, with Dynamic Number Insertion (DNI), you can switch phone numbers on your site based on each AdWords Campaign.

Here's how it works:

A lead sees your advertisement online.
They see the "call extension" and call in through the ad.
Someone from your business answers the phone and engages the prospect in conversation.
CTM records the call that happens.
We get to hear the recording of the conversation and score how good of a lead that was based on the quality of the conversation (i.e. was the lead a tire-kicker, or seriously interested in your offering?).

Here's the most important piece.

After we listen to the conversation to access whether or not the lead was good or not, we go into your Google AdWords account and score the lead. This gives Google a lot of great data to work with.

If the lead was of poor quality, Google will limit the amount of times the ad gets shown to the same type of person.

If the lead was great, Google will show your ads to similar people who fit that leads profile.

End result?

You get more conversions for a better cost.

***Please note that we pay for your Call Tracking Membership when we manage your advertising campaigns. The only cost to you is the monthly cost per number (In the US it is usually $1.50/number) and the cost per minute, which is usually less than $0.05 per minute.

Here's a quick bullet list of CTM's features, and why we think it's worth the cost:

Track all your online and offline advertising campaigns
Dynamic Number Insertion will show phone numbers on your website based on the advertising channel that they came from
Listen to your calls in real-time
Immediately see information about the call (Ad, Keyword, Page Views, History)
Route calls to one or more receiving phone numbers
Geo-route calls to the office closest to the caller
Setup call queues and instantly route calls to the next available agent

Here is a screenshot of all the information you can receive about where exactly a call was coming from.

Question 5

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.

Question 6

How to Review your Search Terms Report

Question 7

Marketing - Sending Broadcasts

Question 8

Getting Started - How to Use Tasks and Opportunity

Question 9

Marketing - Campaign Builder

Question 10

Should I Listen to Advice from the Google Ads Rep?

Accepted Answer

If you have been on the phone with anyone from Google, chances are they've got a lot of improvement recommendations for you. In this video, Kasim explains when you should (and when you shouldn't) listen to them.