Chiropractor Snapshot Setup Guide

Chiropractor Snapshot Setup Guide

Snapshot Setup Guides
January 11, 2023•5 min read

Create Account

  • Click “Add Account” button

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

  • Select “TEMPLATE - Chiro” 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

Setup the Review Request Outreach Email:

Setup the Review Request Outreach Text Message:

Settings > SMS Tab

Paste review link from previous step

Save!

Setup the Review Request Outreach Timing:

Settings > Customize Communications tab. Set Email to 'immediately' and SMS to ‘After 1 Hour’

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 $39 Appt Funnel

  • Update items in funnel pages

  • Be sure to copy the Booking Page url from the funnel and paste it into the redirect field in the $39 Appointment Form settings

  • Be sure to copy the Survey Page url from the funnel and paste it in the redirect field in the $39 Appointment Calendar settings

  • Be sure to copy the Thank You page url from the funnel and paste it into the redirect field in the Survey settings

Update Custom Values (click pencil icon to edit each)

  • Twilio Number  > Twilio Number

  • Offer Name  > Enter the name of their promotion

  • Booking Page  > Enter Booking Page url from Funnel

  • Survey Page > Enter the url for the Survey Page from Funnel

  • Booking Thank You Page  > Enter the url of the booking page (2nd page in funnel)

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

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

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

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

  • Your App URL  > 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

Setup campaign A) YOUR OFFER Claim Nurture:

  • Client account > Marketing > Campaigns > select A) YOUR OFFER Claim Nurture > Configuration dropdown > set From email address > enter Client Business 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 [client name] from [practice name] calling to thank you for claiming our $39 New Patient Appointment offer. The next step is to schedule a day & time that works for you. Please give us a call back at [Twilio Number] at your convenience to book. We look forward to seeing you!

Activate Trigger #1 ($39 Appt Claim - Add to  A) $39 Apt Nurture - Create Opportunity in New Lead stage - Notify Client):

  • Review & Activate

Activate Trigger #2 ($39 Apt 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 Client Business Name in from name field > Save!

  • Review each item in the sequence and their timing

  • Activate Campaign

Edit Booking Request Calendar Settings:

  • Settings > Calendars > Booking Request

  • Set notification Email

  • If client has a Google Calendar > Create a user for them, have client login and go to Settings > Integrations > Connect their Google account then go to Settings > Calendar Tab > Open Free Consults calendar and configure

  • Set the BOOKING Thank You Page URL 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 YOUR PROMOTION Pipeline - Notify Client):

  • Review & Activate

Activate Trigger #5 (No booking & no reply in A) YOUR OFFER 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 Client Business 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 Client Business 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 Client Business 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

Activate Trigger #9 (New Pain Assessment Survey Submission - Move Opportunity to Survey Completed stage in $39 Appt Pipeline)

  • Review & Activate

Activate campaign F) Checkup Nurture

  • Marketing > Campaigns > select F) Checkup Nurture campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Be sure to set the main doctor or owner as the User! > Save

  • Turn off "Stop On Reply"

  • Review all items

  • Activate

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