Page Comparison

1. Log in to NinjaCat

2. Click If you have a multi-agency account click the impersonate optionicon according to the type of client (ARI or DS)

Image Removed

1. . Dismiss this step if you have a single-agency account.

3. Before adding a new account, verify that there’s no current or old account already created for this client. If they don’t proceed to step 4

4. Click on Add accounts

A window will pop up and you’ll have to add the following information:

Information related to the client's website

• Company Logo: Open the dealer’s

• website in order to download the logo and upload it here.

• Company

• Name: Name of the account we would like to add,

• please use the same as the title in the first month board Trello card.

• Company Website: URL of the website for the account

Image Removed

• .

• Primary Contact: Project ID from their CRM project. You can find it at the end of the CRM project link provided in the Trello card. We currently have an automatization in place that requires us to add this ID instead of the account’s contact.

Image Added

• Email: Found in the CRM project contact info section.

• Phone Number: Found in the CRM project contact info section.

• SEO Dealers: If the dealer is a SEO dealer please add the All SEO Dealers tag.

• Dealer Types: Specify the general type.

• Click on the plus sign in the Data Sources section to add a new data source and choose Search Console from the list of data source types.

• Here we’ll choose a network and a GSC property. Each network represents a different Google account so choose accordingly where the property is stored.

  • Select a GSC Network.

  • Select the property (website’s URL).

Image Added

• Click on the plus sign in the Data Sources section to add a new data source and choose Google Analytics from the list of data source types.

• Similar to Google Search Console each Google account is represented as a Network, so choose accordingly where the property is stored.

  • Select the GA network where the GA account is stored.

  • Select the GA account where the property is stored.

  • Select the Property, you can look for it using their GA tracking code or name.

  • Select the GA View, most of the time there will only be one.

Image Added

Connecting client sheets requires an extra step of adding a connection to a specific Ninjacat mapping before directly adding it as a data source. To do this:

• Click on the settings menu in the bottom left of your screen this will pop up a menu where we can configure Data Sources.

  Image Added

• Now look for the Google Sheets data source network and select the one with the largest account number.

  Image Added

• Now in the network settings click on More Actions and select Edit Mapping

  Image Added

• Here we’ll edit a couple of mappings (this may take a while to load):

  • PW, WD, and PW Import Master Mapping

    • In this mapping, we’ll add a connection to the Work Done Import tab from the client sheet. Navigate to the Connections tab and click the Add Connections button.

      Image Added

    • Create a connection by giving a Unique name (Dealer name) and selecting the right client sheet and the Work Done Import tab.

      Image Added

  • SEOMonitor Master Mapping

    • In this mapping, we’ll add a connection to the DS Import tab from the client sheet. Navigate to the Connections tab and click the Add Connections button.

      Image Added

    • Create a connection by giving it a unique name (Dealer name) and selecting the right client sheet and the DS Import tab.

• Now that the connections are saved and ready we can go ahead and add them as data sources for the account.

  • For the Work Done Import tab:

    • Click on the plus sign in the Data Sources section to add a new data source and choose Google Sheets from the list of data source types.

    • Similar to GSC and GA, map out the connection for the Work Done Import Tab

      • Select the Google Sheets network where the connection account is stored.

      • Select the Google Sheet Mapping “PW, WD, and PW Import Master Mapping”.

      • Search and select the connection we previously created.

      • Be sure to update the Description for this data source to Work Done Import.

        Image Added

  • For the DS Import tab:

    • Click on the plus sign in the Data Sources section to add a new data source and choose Google Sheets from the list of data source types.

    • Similar to GSC and GA, map out the connection for the DS Import Tab

      • Select the Google Sheets network where the connection account is stored.

      • Select the Google Sheet Mapping “SEOMonitor Master Mapping”.

      • Search and select the connection we previously created.

      • Be sure to update the Description for this data source to DS Import.

        Image Added

SEO Clients receive monthly and quarterly reports while SEM clients get a monthly report. These need to be setup in a way that allows CRM automatization.

• For SEO Clients:

  • Click on the plus sign above the Reports section to add a new report template.

    • Change the template option to SEO Report 4.1

    • Leave the File Type, Schedule, Overrides, File Name, as they are.

    • Email options should be set as follows:

      • E-mail Recipients Mode: Multiple

      • E-mail Recipients should have 2 emails one should be ninjacatreports@leadventure.com and the other should be the dealers' contact.

    • Attachment Mode: Include

    • And finally E-mail Subject: SEO Monthly Report {REPORT_DATE_RANGE}

    • Click on Save at the bottom and you should have a report like this:

      Image Added

  • Repeat the steps above with the template SEO Quarterly Report

    • Change the E-Mail Subject to SEO Quarterly Report {REPORT_DATE_RANGE}.

• For SEM Clients:

  • Click on the plus sign above the Reports section to add a new report template.

  • Change the template option to NCPS SEM 2.0

  • Leave the File Type, Schedule, Overrides, File Name, as they are.

  • Email options should be set as follows:

    • E-mail Recipients Mode: Multiple

    • E-mail Recipients should have 2 emails one should be ninjacatreports@leadventure.com and the other should be the dealers' contact.

  • Attachment Mode: Include

  • And finally E-mail Subject: SEM Monthly Report {REPORT_DATE_RANGE}