Adding a Client to Ninja Cat

To add a new client to Ninja Cat, access the main accounts page. This should be the default page you are directed to after logging in, but you can also get there quickly by selecting ‘ACCOUNTS’ up on the top nav bar.

First, always type the client name into the search bar to ensure they have not already been added. If the client already has an account, check it to make sure all of the following has already been done. If parts are missing (if, for example, it was created and set up for SEM and Adwords but not MA), add what is needed. All the steps below will still be the same.

Once you’ve determined the dealer does not already have an account, on the right hand side, select the blue ‘ADD ACCOUNT’ button.

Upload the dealer logo and enter in the account information. Primary contact and email will be the person at the dealership that you want to receive the reports. The external ID is the dealer ID# which you can find at the top right hand corner of the admin panel on the dealer website.

Where is says ‘Custom Field’, this is where we will be putting our Calendly scheduling links. This will need to be updating whenever the reps change.  You can find this link in the Client Tracker doc on the ‘Report Call Scheduling’ tab under ‘Scheduling Link’.

Under Account groups, select the dealer type (powersports, harley davidson, marine, rv, etc).

Parent Account is only necessary if a parent group exists (ex: The Windy City Motorcycle Group parent account for Fox River HD) and we may want to create a report that contains data from all accounts in that group later on.

Tags is where you will put the necessary Rep names for MA, SEO, and SEM so that we can keep track of our clients.

Save changes. Now it’s time to sync up all the data sources.

Syncing Data Sources

Pro Tip: make sure you disable your Ad Blocker/allow ads to run on Ninja Cat, otherwise you’ll get a really vague and non-helpful error message when trying to sync up the data sources

Click on the account you want to add a data source to. This will take you to the main account page where you can see what data is already there, a history of reports, any KPIs for SEM, and any notes that have been made.

To add a data source, click on the ‘+’ button above the data source box.  In here, you will add the necessary data sources one at a time. You will need the following:

• Google Analytics (SEO, MA)

You will also need to sync up Google Sheets for all MA accounts, but that is a more involved process, so we’ll get into that in a bit. For now, get all of the above set up.

When connecting Analytics, you will need to know what the main account is, which you can find via Google Analytics.

Select that one and then you can choose your dealer property in the Google Analytics Property.

When you are done syncing up all the data sources, refresh the main account page to make sure they are all connected.

Syncing Google Sheets

Find the current client sheet for the dealer and make sure the MA reporting tabs are there. These should be:

• MA WD Import

• Sharpspring Newsletters Data Import

• Sharpsoring MA Automation Data Import

• MA Lead Score Data

• MA Lead Source Data

Once these have saved, you will need to go back into Ninja Cat and sync up these as data sources for the client.

Click on your name in the upper right hand corner and select ‘SETUP’ from the drop down menu. You’ll be taken to the Data Sources set up page. Find ‘Google Sheets - SEO Account’ among the sources (it may be on the second page) and select it.

On the Network Settings page, select ‘EDIT MAPPING’. On the new mapping list page, you should see a bunch of different options.

Click on MA Work Done/Proposed Work Input. Do not edit anything on this initial page you are taken to! This controls the mapping for all accounts. Instead, you want to click on ‘CONNECTIONS’ in the tabbed navigation. You should see a list of our clients here. These are accounts that have already been synced.

Select the blue ‘ADD CONNECTIONS’ button and in the table it opens, you’ll need to add the following:

1. Unique Name. This should be the Dealer Name exactly as it appears on the title of their client sheet.

2. Google Spread Sheet. This is where you select the Client Sheet you want to sync to.

3. Google Sheet. This is where you will find the corresponding tab. Since we are doing work done currently, you will want to select ‘MA WD Import’.

Select OK and then once you are back to the connections list, scroll down to the bottom to ‘SAVE’.

Do this for the Sharpspring Lead Data Import (linked to the Sharpspring Lead Data Import tab in the client sheet), the Sharpspring MA Automation Data Import (linked to the Sharpspring MA Automation Data Import tab) and the Sharpspring Newsletter Data Import (linked to the Sharpspring Newsletter Data Import tab) as well.

Note: if you aren’t able to locate the correct Client Sheet in Ninja Cat for this step, it likely means the Client Sheet is in the incorrect drive. Go to the client sheet and make sure it is in Client Sheets  (not SEO Client Sheets) in the Shared With Me Drive.

Syncing Connections At the Account Level

Once these are all set up, go back to the account and add a data source, this time selecting the Google Sheets option.

You’ll do the next steps 4 times, once for each of the new tabs in the client sheet.

Due to how the dashboards work, we only want to connect the google sheets that are necessary for each account.

Select the sheet mapping and then out of the connection options, search for the dealer you are working on. Then in the description, just write which google sheet this is. So for the Work Done, it should look like this:

Running the Report

Navigate to the client's main account page and click the "+" next to the list of Reports

Update all of the necessary fields.

Template: Marketing Automation Report

Schedule Type: Monthly

Day of the Month: 5

Time: 5PM

E-Mail Mode: Automatic Email

When you're done, it should look something like this

Make sure you save and then you're done!