Question 1

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

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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).

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7. Choose your Brand and Campaign Details.

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

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8. Complete your Business Details.

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

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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.

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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.

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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)

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12. Click on Submit!

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

Pending Approval

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Approved

Question 2

How to customize the "general inquiry" form in the CRM

Accepted Answer

Note! The second video shows the older version of the CRM. However, the functionality is the same.

Question 3

Functionality: Three options when adding a form

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

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

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

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

You have now completed your Business Profile setup.

Question 6

Getting Started - General Overview

Question 7

How to Access the Montessori CRM

Question 8

How We Optimize Your Ad Budget

Accepted Answer

We've been doing Google Ads for over 13 years, so we know what to look for and how to make the most of your advertising budget.

The main topics we evaluate...

1 - Performance Tracking

In the PPC industry, there are what's known as "KPI's" (Key Performance Indicators). Some of the most popular and helpful KPI's to track are orders, phone calls, form submissions, chats, etc.

By tracking these metrics, we can evaluate the health of your overall business and identify all opportunities.

2. Website/Landing Pages

Did you know that you could be doing everything right, but if your website/landing pages are too slow you could be paying for it big time?

Page Speed

We recommend that you improve your page load speed because Google penalizes websites that don’t load quickly. We used PageSpeed Insights by Google to test your site speed.

Here's an example of the PageSpeed Insights tool:

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3. Campaigns Settings

The term "different strokes for different folks" is an apt expression here. When a user searches for your product or website, they might not always be sitting at a desktop computer. Or they might be living in Miami, but searching for hotels in London for their upcoming trip. Maybe they are night-owls and do all of their searching after dusk but before dawn.

The point here is that your customer profile is going to vary, depending on what type of business you're in.

By configuring your advertising campaign to fit your customer profile, we can use your advertising dollars in the most effective ways.

We understand the "Montessori Prospective Parent" profile very well.

Campaign Types/Subtypes

It's important to match the campaign type to the overall result that you are looking to achieve. For instance, if you would like to remarket to your audience, it's a wise choice to create a whole new campaign that is dedicated to remarketing. By that same token, if you're goal is to generate leads, a conversion that's dedicated to that particular goal would be advisable.

Devices

With Google Ads we are able to segment which kind of device we advertise on. For instance, we can choose to advertise on mobile phones (we can even pinpoint which model of mobile phone), desktop computers, and tablets.

Not only that, but we can also adjust our bids depending on the type of device that a user might be using, e.g. bid more for clicks from mobile phones.

Device Insights

Google Ads can give us insight into what kinds of devices are converting better. This allows us as advertisers to be more effective in our ad spend.

Ad Schedule

Did you know your advertisement doesn't have to run 24/7? In fact, more often than not, it's better if it doesn't.

You see, the audience that's most interested in your business is going to have certain characteristics, and one of those characteristics is the time of day that they use Google. Some audiences only use Google early in the morning, some throughout the day, and some only in the middle of the night.

We also can run "Call Only" campaigns that are only available during your business hours, when it's the right time for your phone to ring.

It's important that we know which audience we're targeting, and focus on showing them advertisements at the appropriate time of day so that your advertising budget is being spent most effectively.

Ad Rotation

Ad rotation is a feature in Google Ads that allows us to have Google show the best performing advertisement or equally weight every ad.

We recommend using at least 3 ads per ad group and using the rotation method Optimize: Prefer best performing ads.

Geographic Targeting

This is a very useful tool. If you're a school that's located in Austin, Texas, you wouldn't want to show advertisements to people in Scottsdale, Arizona who are typing in the keyword "Montessori school near me", would you? NO!

That would be a terrible waste of ad spend. With geographic targeting, we can show your advertisements to the appropriate people in the right areas for your business.

That said, we recommend targeting as much additional geographic area as you are able to. The more people eligible to see your ads, the more people who may become customers.

Delivery Method

Google has two delivery method options:

Standard is usually the best option when you are limited by budget, which you are (that’s assuming you are not currently able to increase budget and capture the additional relevant traffic that’s available, of course).

When you’re not limited by budget we recommend using Accelerated.

4. Keywords and Bids

When you create and publish an advertisement, it might not get shown to the people you intend for it to be shown to. In fact, it might not get shown at all.

This is where the importance of keywords and bids come in.

You see, every time someone searches on Google they are typing in keywords and keyphrases. As an advertiser, when someone searches for your product/service, your advertisements will enter the Google bidding process if your keywords match theirs.

Now this brings up the question "what are bids and bidding?" Great question.

There are multiple people and businesses who are trying to get to the first position of Google Ads. Depending on your industry, there might be more or there might be less. The main idea here is that you have competitors, and Google can only advertise so many ads.

In order to limit the number of ads, Google has advertisers bid on their keywords just like at an auction. You would think that the highest bidder would always win. Not so. Google also takes into account the quality of the advertisement and the quality of the landing page that the user lands on after clicking your ad. In actuality, an ad that has a higher quality score can sometimes outrank an ad that has a higher bid.

Match Types

There are 4 kinds of match types:

We recommend that if you are starting a new campaign to go broad, rather than narrow. This is to collect data that you can further refine and extract insights from.

Negative Keywords

An important part of our optimizations will be to monitor your search terms reports and add new, irrelevant keywords as negative keywords to prevent you from wasting money.

We recommend adding negative keywords via Shared Library. It is a more efficient way to manage all the negative keywords for the account.

We've developed an extensive negative keyword list for Montessori Schools.

Bid Strategy

Like we said earlier, when someone searches for a keyword or key phrase, your ad will be entered into Google's auction. Having the proper bid strategy in place can help you accomplish your particular goals more effectively.

5. Ad Copy

The ad copy is the actual words and phrases that are shown in the advertisement. It's important that the words and phrases are optimized for maximum results.

The ad copy is going to be the first thing a potential customer interacts with, and with the limited real estate on the ads every word counts!

Here's an example:

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Recommended Number of Ads Per Ad Group

We recommend running at least 3 ads per ad group.

Ad Copy Improvement Recommendations

There are a number of best-practice improvements we can make to the ads, such as:

6. Ad Extensions

Ad extensions are free tools that Google offers to boost the quality of your ads. These are severely underutilized by most advertisers. However, they can increase the overall user experience of your ads and can give you a serious leg-up in the auction process.

Sitelinks

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Sitelinks are links to other pages on your site, and they display below your ad text. Usually people do not click Sitelinks very often, but using them makes your ads larger and gives you space to say more, so they can have a significant impact on CTR.

Location Extensions

Location extensions let you show your physical address below your ad. Google decides when to show your address based upon how close a user is to you.

Call Extensions

Call extensions let you show your phone number in your ads.

Callout Extensions

Callouts allow you to add up to 100 characters of additional text below your description.

Structured Snippets

Structured snippets are similar to callouts and allow you to display additional information about your services in your ad copy.

Seller Ratings

Ratings are the gold stars you see in some ads in Google’s search results. They’re an automatic extension, meaning that Google automatically pulls ratings from 3rd-party sources such as Shopper Approved.

7. Remarketing

Remarketing is a powerful way to turn people who have previously visited your website into customers. The reality is that the more "touches" a potential customer has with your business, the higher the odds that they convert into a customer.

By only advertising to people once, you're missing out on all of the potential customers who just haven't had enough time and exposure with your business.

Google Display Network

We recommend running a dynamic remarketing campaign to show ads to people who have visited your website. This is a great, relatively inexpensive way to keep your brand front of mind.

Customer Match

We can upload a data file of your customers’ email addresses. Google will match as many as possible to people who are Google users. When those users are signed in to their Google accounts, they see your ads as they use Google Search, YouTube, and Gmail.

We can use this for advanced strategies like re-engagement campaigns, up-selling, strategic bid management, etc.

Remarketing Lists for Search Ads

Remarketing lists for search ads (RLSA) is a feature that lets you customize your search ads campaign for people who have previously visited your site, and tailor your bids and ads to these visitors when they're searching on Google and search partner sites.

8. Growth / Performance Improvement Opportunities

Once you've got Google Ads up, running, and working for you, you might want to think about expanding your advertising channels.

While Google basically has a monopoly on internet searches, and the vast majority of searches happen on Google, not everyone uses Google.

Bing Ads

Bing is Microsoft’s version of Google, and has partnered with Yahoo! to deliver ads via the Bing/Yahoo! advertising network. Pay-per-click ads can be managed for both the Bing and Yahoo! search engines using a single tool called Bing Ads, which is very similar to Google AdWords.

Using Bing Ads opens you up to a large audience of people who don’t use Google, as approximately 30% of all U.S. searches on computers take place on the Bing and Yahoo! networks. CPCs on Bing tend to be lower than on Google. We would like to test utilizing the Bing and Yahoo! advertising networks for you.

Facebook Ads

We recommend running Dynamic Remarketing ads on Facebook.

9. Cost Estimates & Performance Projections

We can give you a more accurate number of your true cost per lead and show you areas of potentially wasteful spending. This evaluation will shed light on what your campaign is actually producing for your business, and it will also show you where you can optimize your current ad spend.

Question 9

Marketing - Call Function

Question 10

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!