This SOP is a work in progress. If you notice anything that is out of date, could be more clear or could be more efficient please update the SOP or add a comment to start a conversation.
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NinjaCat is a Digital Marketing management and analytics platform that connects all your marketing information into a single, trusted data source. When we create NinjaCats NinjaCat's accounts, we create a profile representing a client or group of businesses we are interested in seeing and interpreting such information.
The purpose of this manual is to help you to learn how to create a NinjaCat account and link the different data sources to it.
Procedure
Inputs:
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| title | Step 1: Add Client to NinjaCat |
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Log in to NinjaCat If you have a multi-agency account click Click the impersonate icon according to the type of client (ARI or DS  ). 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: 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 cardSalesforce Account. Company Website: URL of the website for the account. Primary Contact: Project Salesforce ID from their CRM projectSalesforce account. You can find it almost at the end of the CRM project link provided in the Trello cardSalesforce account URL. We currently have an automatization in place that requires us to add this ID instead of the account’s contact.
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Email: Found in the CRM project contact info section. Phone Number: Found in the CRM project contact info sectionExternal ID: Same Salesforce ID from their Salesforce account. SEO Dealers: If the dealer is a an SEO dealer please add the All SEO Dealers tag. Dealer Types: Specify the general type.
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Connect Data Sources and Reports to NinjaCat:
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| title | Step 2: Conect Google Search Console (GSC): |
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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.
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| title | Step 3: Connect Google Analytics (GAGA4) |
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| title | 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 GA 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. Select the GA View, most of the time there will only be one.
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| title | Connect Client Sheets: |
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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 RemovedNow look for the Google Sheets data source network and select the one with the largest account number.
Image RemovedNow in the network settings click on More Actions and select Edit Mapping
Image RemovedHere 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 RemovedCreate a connection by giving a Unique name (Dealer name) and selecting the right client sheet and the Work Done Import tab.
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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 RemovedCreate 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.
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SEO Clients receive monthly and quarterly reports while SEM clients get a monthly report. These need to be setup set up in a way that allows CRM automatization.  Image AddedFor 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} .
For SEM
 Image AddedFor TDA Clients: Click on the plus sign above the Reports section to add a new report template. Change the template option to NCPS SEM Quorum TDA Report 2.0 Leave the File Type, Schedule, Overrides, File Name, as they are.(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 And finally E-mail Subject: SEM Monthly {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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Outputs:
After completing all the steps we’ll have an the account will be ready for the next reporting period.
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