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 If you notice anything that is out of date, could be more clear or could be more efficient please update the SOP or add a comment to start a conversation.
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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(DS  or ARI ). 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 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 DigMS 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 section. 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.
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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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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.
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| title | Step 4: 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.
For the Work Done Import tab |
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. 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
Click on the plus sign in above the Data Sources Reports 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 Removed
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 Removed
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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:
 Image AddedFor SEM Clients: Click on the plus sign above the Reports section to add a new report template. Change the template option to SEO Report 5NCPS SEM 3.0 .- Leave the File Type, Schedule, Overrides, File Name, as they are.
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 - And finally
E-mail Subject: SEO Monthly {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:  Image Removed
 Image AddedFor SEM 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, and 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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