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1. Log in to NinjaCat

2. Click the impersonate icon (DS ).

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:

• Company Logo: Open the dealer’s website 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 Salesforce Account.

• Company Website: URL of the website for the account.

• Primary Contact: Salesforce ID from their Salesforce account. You can find it almost at the end of the Salesforce account URL. We currently have an automatization in place that requires us to add this ID instead of the account’s contact.

• External ID: Same Salesforce ID from their Salesforce account.

• SEO Dealers: If the dealer is an 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).

• Click on the plus sign in the Data Sources section to add a new data source and choose Google Analytics 4 from the list of data source types.

• Similar to Google Search Console each Google account is represented as a Network, so go to “General” options and choose accordingly where the property is stored.

  • Select the GA4 network where the GA account is stored (it will always be the last one named as Google Analytics GA4).

  • Select the GA account where the property is stored.

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

• Finally, go to the “Advanced” options and select the network mapping that you want to associate with the account. Choose “Event Custom Parameters” and make sure the “primary” option is activated.

  

SEO Clients receive monthly and quarterly reports while SEM clients get a monthly report. These need to be set up 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 5.2.

    • File Name should be: {ACCOUNT_NAME} SEO Report {REPORT_DATE_RANGE}

    • 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 taken from his respective Intake.

    • Attachment Mode: Include

    • And finally E-mail Subject: {ACCOUNT_NAME} SEO Report ({REPORT_DATE_RANGE})

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

• 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 3.0

  • Schedule Type: Monthly

  • Repeat (Month): 1

  • Day of Month: 7

  • Time: 03:00 AM

  • Date Range: Last Month

  • File Name should be: {ACCOUNT_NAME} SEM Report {REPORT_DATE_RANGE}

  • Email options should be set as follows:

    • E-mail Mode: Automatic Email

    • 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 taken from his respective Intake. Use semi-colon to separate each email if entering multiple emails (e.g. john@email.com;frank@email.com)

  • Attachment Mode: Include

  • E-mail Subject: {ACCOUNT_NAME} SEM Report {REPORT_DATE_RANGE}

  • *DO NOT PUT ANYTHING IN THE E-MAIL BODY

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

1. For TDA Clients:

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

   • Change the template option to Quorum TDA Report 2.0 (Beta)

   • Schedule Type: Monthly

   • Repeat (Month): 1

   • Day of Month: 8

   • Time: 03:00 AM

   • Date Range: Last Month

   • File Name should be: {ACCOUNT_NAME} TDA Report {REPORT_DATE_RANGE}

   • Email options should be set as follows:

     • E-mail Mode: Automatic Email

     • 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 taken from his respective Intake. Use semi-colon to separate each email if entering multiple emails (e.g. john@email.com;frank@email.com)

   • Attachment Mode: Include

   • E-mail Subject: {ACCOUNT_NAME} TDA Report {REPORT_DATE_RANGE}

   • *DO NOT PUT ANYTHING IN THE E-MAIL BODY

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

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