Marketing Agency Snapshot Setup Guide

Marketing Agency Snapshot Setup Guide

Snapshot Setup Guides
January 11, 2023•6 min read

Create Account

  • Click “Add Account” button

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

  • Select “TEMPLATE - Agency” 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 Free Marketing Audit Funnel

  • Update items in funnel pages

        For the “Claim A Free Marketing Audit” funnel:

  • Be sure to set the redirect of the survey to second page in the funnel after you set your sub-domain up

Update Custom Values (click pencil icon to edit)

  • Claim Thank You Page (Survey Page) > Enter the url you set for the Marketing Audit Landing Page in the Free Marketing Audit Funnel

  • Offer Name > Pencil Icon > Enter: Free Marketing Audit

  • Booking Thank You Page > Pencil Icon > Enter the url you set for the Book Audit Results Call in the Free Marketing Audit 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

  • Your Affiliate Link > enter your affiliate url (found in agency level > settings > Affiliate Settings

  • HighLevel Landing Page URL > enter your HighLevel Landing Page URL (found in Funnels > Potential Affiliate funnel

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) Free Audit Claim Nurture:

  • Client account > Marketing > Campaigns > select A) Free Audit 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 [your agency] calling to thank you for claiming our Free Marketing Audit offer and to let you know your audit is ready for review. The next step is to schedule a review call where we’ll walk through the results and show you exactly what you can do to improve your marketing efforts. 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!

Setup campaign A) Potential Affiliate Nurture:

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

  • Review the campaign email. Add anything other items you might want.

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

*To add people to this campaign, create a tag like “potential affiliate”, apply that tag to the contacts, then run a bulk request that pushes them into campaign A) Potential Affiliate Nurture

Connect Your Facebook Lead Ad And Map Fields

Activate Trigger #1 (Facebook Lead Ad Submission - Add to  A) Free Audit Claim Nurture - Create Opportunity in New Lead stage - Notify Agency):

  • Select your Facebook lead ad form from dropdown & Activate

Activate Trigger #2 (Free Marketing Audit 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 Booking Audit Results Call Calendar Settings:

  • Settings > Calendars > Booking Audit Results Call > Pencil Icon

  • Set notification Email

For The “Book Audit Results Call” Calendar:

  • Set the Booked Audit Results Call Booking Page URL from the Free Marketing Audit funnel in Thank You Redirect URL field of the Demo Request calendar

        For The “Demo Request Calendar”:

  • Save the Book Demo Thank You Page URL from the Potential Affiliate funnel in the Thank You Redirect URL field of the Demo Request calendar

  • 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 YOUR PROMOTION Pipeline - Notify Client):

  • Review & Activate

Activate Trigger #5 (No booking & no reply in A) Free Audit 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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