Question 1

Getting Started - Settings Overview

Question 2

Getting Started - Opportunities Overview

Question 3

How to update lead notifications in the Montessori CRM

Accepted Answer

Note that in this video, Kasim shows how to manually enter an email address for the lead notification. Your version of the CRM will have this email address set to the custom value custom_values.admin_notification_email_address.

If you have this custom value defined in your settings as the email address to receive notifications, then you do not need to edit the email address in each trigger.

Question 4

Advanced Set Up Steps - Fixing Facebook Lead - 2022

Question 5

How To configure Your Business Profile in the CRM

Accepted Answer

1. Log in to the CRM

2. Click on Settings

3. Click on Business Profile

Complete all of the information on this page.

General Information
Business Physical Address
Business Information
Authorized Representative

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/VcncTSbfPF/BusinessProfile%201.png

Complete General Information and Business Physical Address. Be sure to click on the Update Information buttons to save your changes. Then, scroll down.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/ANRolRDLVX/BusinessProfile%202.png

Complete Business Information and Authorized Representative. Be sure to click on the Update Information buttons to save your changes. Then, scroll down...

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/NUaUfdk7fs/BusinessProfile%203.png (BusinessProfile 3)

Check off the compliant items under General. Scroll down and click on Update.

You have now completed your Business Profile setup.

Question 6

How to purchase a toll-free number for your CRM

Accepted Answer

1. Log in to the CRM

2. Click on Settings at the bottom of the side menu

3. Click on Phone Numbers on the side menu

4. Click on the blue +Add Number button, then click on Add Phone Number in the drop down

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/OEfdd3u7gh/Add%20toll-free%20number%201.png

5. Click on Filter, then select Toll Free, then click on Apply

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/Ju0rse9XZY/Add%20toll-free%20number%202.png

6. Select a number, then click on Proceed to Buy

You will see your new number listed under Phone Numbers.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/jsenH9j7Hu/Add%20toll-free%20number%203.png

7. To make this your default number (if it isn't already), click on the three dots next to the number, then click on Set as Default number.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/KsyD6tU1SQ/Add%20toll-free%20number%204.png

Congratulations! You now have a toll-free number to use for messaging.

Question 7

How to add your Company Billing information in the CRM

Accepted Answer

The company billing information will be used for your messaging (SMS and Email) fees. This works on an auto recharge method. Your card will be charged in increments that you set. When your balance falls below the amount you set, it will automatically charge your card the auto recharge amount.

1. Login to the CRM

2. Click on Settings

3. Click on Company Billing

Enter your credit card information.
Set your auto-recharge amount.

Question 8

How to add Nido Marketing to your Google Analytics account

Accepted Answer

Go to: analytics.Google.com
Go to "Admin" in the bottom left-hand corner
Under "Account" select "User Management"
Select the blue "plus" button and choose "Add users"
Enter the email address: nidomcc1@gmail.com
Make sure all possible permissions are applied (check all boxes)
Select "Add"
You did it!

Question 9

Why Do We Exclude Certain People In Remarketing Campaigns?

Accepted Answer

Setting up a remarketing campaign in Google (or "retargeting" as it's known in Facebook) is a powerful and effective way to capture conversions from people who did not initially convert.

Cookies and Tags

Before we dive into what remarketing is, we first need to understand what a "tag" is. Whenever someone completes a desired action on your website, a cookie gets installed in their browser. A "tag" is recorded and this information is collected by Google Tag Manager and sent over to Google Analytics for us to track.

For instance, a cookie can be fired and recorded as a tag whenever someone simply visits any page on your website, if they fill out a particular form, if they click on a link, if they make a purchase, etc.

In order to configure tagging, you need to set up an account with Google Tag Manager then have the tag installed on your website or desired web pages. Don't worry though, if you're a client of Solutions 8 we do that all for you!

So now that you know what a tag is, let's talk about remarketing.

The Purpose of Remarketing

The overall goal of marketing and sales is to show the right offer, to the right person, at the right time.

If a person doesn't initially complete an action (i.e. fill out a form, make a purchase), they're not a lost cause. Why? Because they've been tagged.

We know that they didn't take the desired action, and now they are anonymously put into a list of people who also didn't take the desired action.

The goal then is to re-market to these people with different advertisements at different times, in an effort to get them to convert into the desired action. The more "touches" a prospective customer has with your business, the higher the likelihood of them converting into a customer.

Why Do We Exclude Some People In Remarketing Campaigns?

If someone has already completed the desired action, we don't want to keep making them that same offer.

For instance, if you own a shoe store and are promoting the new Brooks Adrenaline GTS for men, you don't want to keep showing this advertisement to the people who have already bought this item.

It's a waste of ad spend and can annoy your customers. It is much wiser to change the ads that are shown to these people.

"They're already customers. Aren't they prime prospects to advertise to?"

They are! In fact, studies have shown that once someone becomes a customer they are far more likely to buy again when compared to someone who has never bought before.

However, to reiterate our earlier point, advertising the same products that these people have already bought isn't an effective way to spend your advertising budget. They already know your product exists, what about showing them another product of yours that you think could help them too? Now you're thinking!

Question 10

How to complete your Trust Center A2P Registration

Accepted Answer

Trust Center provides products that can improve customer engagement by increasing throughput and brand recognition. To access the Trust Center, please follow the steps below:

1. Log in to the CRM

2. Click on Settings at the bottom of the side menu

3. Click on Phone Numbers on the side menu

4. Click on Trust Center in the top menu

5. Click on Start Registration in A2P Brand and Campaign Registration (SMS) section

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/gqHNasY4Og/QooxONPfMFQ9UBPe8_94f9I55FmI8ZFKGA.png

6. Select your Tax ID information.

Yes, the business I’m registering has a Tax ID (E.g. EIN, CCN etc.).
No, the business I’m registering does not have a Tax ID (E.g. EIN, CCN etc.).

You can find your US EIN on your IRS or previous tax return documents(W2, W9 or CP 575).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/VAcf2AQibW/NxCZ8YMArcuW0GO3M7VhE80ZK62nBLWaqg.png

7. Choose your Brand and Campaign Details.

The One-Time option should be fine for your purposes.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/dU7QOrNrfi/hAVr06KOxw1J0XSQVeEk5Tszww29-fW73A.png

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/blnp5YGn7Q/GyOQsOuJruCjcv6JliIeWB6b1khMOyi1Jw.png

8. Complete your Business Details.

This will be pre-filled in for you since you've already completed your Business Profile.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/1KOqghhelK/eqaPr45jW57QlzHKf1yu37KTQI1FfTRMTw.png

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/oMh1KmVS4j/lEiqKup2WdcHpV788LGpwJ4mmO6CWcAwoQ.png

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/xaRQmoniC6/eXxK35zLDrAHd6gmPZj5Oy8ba0ZRWaHNgw.png

9. Enter your campaign details.

We recommend Low Volume Mixed.
You may use this verbiage for the Campaign Use Case Description:

This campaign sends appointment information - confirmation & reminder messages to our customers once they have booked an appointment with us on our website and opted-in to receive promotional and notification SMS from us.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/s9ZwppQrjx/Screenshot%202023-08-24%20at%2011.51.26%20AM.png

10. Provide Sample Messages and select if the hyperlink and phone number will be shown in the SMS.

Sample Message 1:

Sample Message 2:

Check off the boxes to include links and phone numbers in your messages.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/F2d4RAVWgR/cFemj3X-XHghBixKfZAKj5B7r-aPBts7pg.png

11. Provide details around end-user consents and opt-ins.

Here are some sample answers. Be sure to fill in with your specific information.

How do end-users consent to receive messages?

End users opt in by visiting [website URL] and filling in their details. Users see a message that by submitting the form, they are consenting to receive notifications from us.

Opt-in keywords:

START, SUBSCRIBE

Opt-in Message (Must contain business name and opt-out keyword)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/mpCTuzHUsT/b47YAh6dOccTvE6wg2EYCw_VLP-6nbtpDw.png

12. Click on Submit!

You may now check on the status of your registration by visiting this same page.

Pending Approval

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/6j0pThccZz/CM3WCBubPeR41I2c09iY_L0PzNn-jEivGQ.png

Approved