PPC New Client Onboarding

Owned by Grant Gooch (Deactivated)
Last updated: Aug 23, 2022 by Andrew Steel
5 min read

Description:

This guide will walk you through all the necessary steps to complete a new PPC sale, from creating the cases, and adding the client to both fluency and Google ads, to setting up reporting and starting billing. If you have any issues while following these steps, please reach out to Grant Gooch.

Tools:

Step By Step:

  1. Create the Fogbugz cases

    1. Visit http://rpmadmin.thirstypixel.com/fb

    2. Click "WP Digital Marketing Services"

    3. Check the box beside "PPC | Management and Optimization"

    4. Type in the domain as you want it to appear in FogBugz - "TheWebsite.com"

    5. Select the "Opened User" and set it to "Grant Gooch"

    6. Click Clone Cases

    7. Another screen will pop up with case numbers

      1. The first number will be your master case

      2. Copy & Paste this case number into the sales doc under PPC for the appropriate client

    8. Copy and paste the number into FogBugz to open the management case.

      1. Fill out the master case with the information below:

        • Milestone - PPC

        • Assign to Grant Gooch

        • Web Group (found in sales doc)

        • Contact Name (found in sales doc)

        • Contact Email (found in sales doc)

        • Contact Phone (found in sales doc)

        • Business Justification - Charge

        • Fogbugz Payment Case (found in sales doc)

        • Check Is Master Case

        • Add MC

        • Add CRM #

        • Add Additional Notes of Service Start and End Dates

        • Monthly Management (found in sales doc) - USE $ signs

        • Monthly Ad Budget (found in sales doc)

        • Monthly Total

        • Payment Verified - Change to --

  2. Create the new ad account in Fluency

    1. Visit https://backpack.fluencyinc.co/manage/

    2. Click "Settings & Tools" in the top right menu bar and select "Accounts" from the drop-down

    3. On the Manage Accounts page, click the "+ Add" button to add a new account

    4. "Account Name" is the same URL from Fogbugz - "TheWebsite.com" and "Advertised Name" should be what is listed on the website

    5. Set the account budget - it will be the monthly budget number

    6. Assign to the appropriate user

    7. Add the domain - Be sure to add the HTTPS version of the domain, not the HTTP

    8. Set the "Synchronization Method" to "Automatic"

    9. Set the "Vertical" to "TIRE/WHEEL"

    10. Fill out the following "Address and Information" from the sales doc and website

      1. Tire Zone

      2. Phone Number

      3. Address

      4. Currency

    11. Click "Save" in the top right of the pane

    12. You will then see the account in your list of accounts, and you can navigate to Google Ads to see if it has been pushed to the Ads account

    13. If you see it, you're ready to move to the next steps

  3. Create the Ads

    1. Follow the complete guide here: [Add Link To Ad Creation Doc]

  4. Link analytics

    1. Find dealer's website property under Google Analytics

    2. Select the dealer's website and go to the "Admin" tab at the top of the page.

    3. Under the "Property" menu, select "Property User Management"

    4. Add "seoteam.tcs@gmail.com" and give it permission to everything.

    5. Sign in to the "seoteam.tcs@gmail.com" Analytics account and find the dealer's property

    6. Select the dealer's website and go to the "Admin" tab at the top of the page.

    7. Under the "Property" menu, select "Google Ads Linking"

    8. Find the dealer's Google Ads account and select "Continue" at the bottom of the page.

    9. Select the Analytics view for the dealer on the "Linked view(s)" drop-down menu

    10. Turn All Web Site Data view ON.

    11. Select "Link Accounts," then click "Done" once completed.

    12. Log in to the Google Ads account using "seoteam.tcs@gmail.com"

    13. Select the dealer's account.

    14. Click on the gear in the top right corner and select "Linked Accounts"

    15. Select "Google Analytics" on the left-hand menu (At this time, not the GA4)

    16. Find and select the dealer's Analytics account

    17. Once found, click “view” and turn on turn on "Import Site Metrics" - click save

    18. If not linked, click LINK - Click through the account until the option to add the account appears.

    19. Click "Add" and then click "Save."

  5. Set up goals and import them to Google Ads

    1. If they already have goals set up, you can skip the next step and move on to step "D"

    2. See the guide on Google Tag Manager and Goal Creation here: [Add Link to GTM Training]

    3. Once you have created the goals in analytics, you will need to wait 24 hours for the syncing process between Analytics and Google Ads to complete

    4. With Google Ads open, click on the "Tools and Settings" button in the top right

    5. Select "Conversions" from the drop-down under the "Measurement" heading

    6. You should see a screen with the title "Start Tracking Conversions"

    7. Click "Import" from the options

    8. Then select either “Google Analytics (UA)” or “Google Analytics 4 properties, “depending on which platform we're using at the time

    9. Click "Continue," and you should see the list of goals that you created/were already created in Analytics

    10. Select the ones you would like to track as conversions in Google Ads and click "Import and Continue"

    11. Done!

  6. Set up billing for the account

    1. With Google Ads open click "Tools and Settings" in the top right

    2. Select "Settings" under the "Billing" heading

    3. [Need to Complete Next Time I Do IT]

  7. Add client info to the correct docs

    1. Added the client to the PPC Management Doc: https://bit.ly/3ayQiTP

      1. If you need help with formatting, reach out to Grant or Andrew

    2. Add client to the Client Work Doc: https://bit.ly/3ObXBhM

  8. Set up NinjaCat

    1. Visit https://app.mymarketingreports.com/agency/accounts#/

    2. First, check to see if they already have an account for another DM service

    3. If they do not, click the blue “Account Account” button in the top right

    4. Add their company name and website and click the blue “Add Account” button at the bottom of the form

    5. Then you will need to add the data sources you need for the report. In this case, Analytics and Google Ads

      1. Click the blue “+” across from the data sources heading

      2. Select “Analytics” then select the corresponding account for the dealer

      3. Do the same steps for the Google Ads account

    6. Next, you need to set up the monthly report

    7. Click Add Report or the + sign to the right of reports

      1. Make sure the correct account is selected

      2. Make sure the Template is “TCS PPC Reporting” (NOT TCS - PPC PRICING)

      3. File Type PDF

      4. Schedule – Monthly

        1. Repeat 1

        2. 1st day of month

        3. 8 am

      5. Overrides – use template date range

      6. *File Name– Business Name Monthly Google Ads Report 

      7. Dashboard – For now leave off

      8. Email 

      9. Automatic 

      10. Single 

        1. Unless the dealer is Tire Pros...then select multiple and add the following tireproscorprate@gmail.com

        2. Separate with “;” not spaces email1@example.com;email2@example.com

        3. Add dealer's email from management case/ sales doc

        4. Attachment - include

        5. Email Subject - Copy and paste from * File Name

        6. Email Body

          1. %Dealer Name%,

            Attached is your monthly Google Ads report. Please review this information at your convenience. If you have any questions or problems viewing your report, please contact your marketing consultant.

            On behalf of the marketing team, we would like to thank you for being a valued customer. 

            We look forward to helping you continue to grow your business and sell more stuff!

             

            Sincerely,

            The Digital Marketing Team

            TCS Technologies

  9. Initiate reoccurring billing

    1. Once the service has started, you will need to send an email to WIPBilling@arinet.com

    2. Include the following information in the email:

      1. Customer #

      2. Customer Name (as appears in CRM)

      3. Order #

      4. Effective Date (The date the service started or will be starting. Note: Service does not have to be live. Once you know when the service will start, you can send this over with the effective date.)

    3. Set the subject to “ URL.com | PPC | Start Recurring Billing"

    4. Send it!

Wisdom Box:

  • Here

  • We will documement

  • Any thoughts you should keep in mind while doing

  • the case

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