Home Services Snapshot Setup Guide

Home Services Snapshot Setup Guide

Snapshot Setup Guides
January 11, 2023•4 min read

Create Account

  • Click “Add Account” button

  • Enter/Find client (or add manually if you can’t find them)

  • Select “TEMPLATE - Home Services” snapshot from Snapshots dropdown

  • Fill out client info

  • Save

Configure General Settings Tab:

  • Switch into new client account (Switch To An Account Dropdown at top)

  • Settings > Company tab

  • Add Company Logo

  • Set company email

  • Confirm time zone is correct

Setup Twilio Phone Number:

  • Settings > Phone Number Tab > Add Number

  • Create New Number

  • Be sure to enter/save the “call forwarding number” (the main office number)

  • Turn on call recording and call recording notification message

Configure Funnel

  • Refer to On-Boarding Series Video 3 for instructions on how to configure your domain

  • Set the url path for each of the pages in the $150 Off Funnel

  • Update items in funnel pages

Update Custom Values (click pencil icon to edit)

  • Claim Thank You Page (Survey Page) > Enter the url you set for the $150 Off Landing Page in the $150 Off Home Services Funnel

  • Offer Name > Pencil Icon > Enter: $150 Off Your Next Service Appointment

  • Booking Thank You Page > Pencil Icon > Enter the url you set for the Book A Service Appointment page $150 Off Home Services Funnel 

  • From Email > Pencil Icon > Enter the email address that should be shown as the “from” address (usually contact@yourclient.com)

  • Notifications Email For Client > Pencil Icon > Enter the email address of your client that notifications should go to

  • Twilio Number In link Form > Pencil Icon > Replace the 5s in the following example with the Twilio number (tel:+15555555555)

  • Logo Link for long term nurture > Pencil Icon > Enter the url for your client’s logo

  • Your App URL > Pencil Icon > enter the url where clients log into your HighLevel app

Setup Mailgun

  • Agency Account > Settings > Mailgun

  • Copy main API key at top and paste in client field (be sure to hit return then click save button that appears)

  • Select the sub-domain you setup from the dropdown in the domains column for this account

Review Pipeline Stages

  • Add stages if needed 

Setup campaign A) $150 Off Claim Nurture:

  • Client account > Marketing > Campaigns > select A) $150 Off Claim Nurture > Configuration dropdown > set From email address > enter Your Agency Name in from name field and review other settings

  • Update Email Titles

  • Review the timing of each item

  • Update placeholders in voicemail script, record & upload file

  • Be sure that the campaign is published (not draft mode)!

Example Voicemail Script: Hi this is [your name] from [business name] calling to thank you for claiming $150 off your next service appointment. To redeem your $150 off, we need to schedule your service call. Please give us a call back at [Twilio Number] at your convenience to book a day and time that works best for you. We look forward to seeing speaking!

Activate Trigger #1 ($150 Off Claim - Add to  A) $150 Off Claim Nurture - Create Opportunity in New Lead stage - Notify Client):

  • Select your Facebook lead ad form from dropdown & Activate

Activate Trigger #2 ($150 Off Claim Nurture Reply - Move opportunity to Hot Lead stage - Notify Client):

  • Review & Activate

Configure campaign B) No Show Nurture:

  • Client account > Marketing > Campaigns > select B) Now Show Nurture campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save!

  • Review each item in the sequence and their timing

  • Activate Campaign

Edit $150 Off Service Request Calendar Settings:

  • Settings > Calendars > $150 Off Service request > Pencil Icon

  • Set notification Email

  • Set the $150 Off Booking Page URL from funnel builder in "Thank You Redirect URL" field

  • Save!

Activate Trigger #3 (Appointment Status is No Show - Add to No Show Nurture Campaign):

  • Review & Activate

Activate Trigger #4 (No Show Nurture reply - Move to Hot Leads in $150 Off Pipeline - Notify Client):

  • Review & Activate

Activate Trigger #5 (No booking & no reply in A) $150 Off Claim Nurture - Tag - Change status to Abandoned):

  • Review & Activate

Activate campaign C) Not Yet Ready:

  • Client account > Marketing > Campaigns > select C) Not Yet Ready campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save!

  • Make sure it’s Active!

  • Marketing > Campaigns > A) Core campaign > Config dropdown > Next Campaign dropdown > Select Not Yet Ready > Save

Activate campaign D) Booking Requested Reply

  • Marketing > Campaigns > select D) Booking Requested Reply campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save

  • Review & Activate

Activate Trigger #6 (New Booking Request - Move to Booking Requested pipeline stage - Notify Client)

  • Review & Activate

Activate campaign E) Appointment Reminders

  • Marketing > Campaigns > select E) Appointment Reminders campaign > Configuration dropdown > set From email address > enter Your Agency Name in from name field > Save

  • Turn off "Stop On Reply"

  • Review all items

  • Activate

Activate Trigger #7 (Appointment Status Confirmed - Add to Appointment Reminders campaign)

  • Review & Activate

Activate Trigger #8 (Opportunity moved to Services Sold stage - Update Opportunity Status to Won)

  • Review & Activate

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