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 If you notice anything that is out of date, could be more clear or could be more efficient please update the SOP or add a comment to start a conversation.
Purpose
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 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:
After creating/finding a client sheet for the client, and creating an Analytics and/or Google Search Console property we can proceed to create a Ninjacat account.
Log in to NinjaCat
If you have a multi-agency account 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 card.
Company Website: URL of the website for the account.
Primary Contact: Project ID from their CRM project. You can find it at the end of the CRM project link provided in the Trello card. We currently have an automatization in place that requires us to add this ID instead of the account’s contact.
Email: Found in the CRM project contact info section.
Phone Number: Found in the CRM project contact info section.
SEO Dealers: If the dealer is a SEO dealer please add the All SEO Dealers tag.
Dealer Types: Specify the general type.
Connect Data Sources to NinjaCat:
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 from the list of data source types.
Similar to Google Search Console each Google account is represented as a Network, so choose accordingly where the property is stored.
Select the GA network where the GA account is stored.
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.
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.
Now look for the Google Sheets data source network and select the one with the largest account number.
Now in the network settings click on More Actions and select Edit Mapping
Here 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.
Create a connection by giving a Unique name (Dealer name) and selecting the right client sheet and the Work Done Import tab.
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.
Create 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:
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 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.
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.
SEO Clients receive monthly and quarterly reports while SEM clients get a monthly report. These need to be setup 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 4.1
Leave the File Type, Schedule, Overrides, File Name, as they are.
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.
Attachment Mode: Include
And finally E-mail Subject: SEO Monthly Report {REPORT_DATE_RANGE}
Click on Save at the bottom and you should have a report like this:
Repeat the steps above with the template SEO Quarterly Report
Change the E-Mail Subject to SEO Quarterly Report {REPORT_DATE_RANGE}.
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 2.0
Leave the File Type, Schedule, Overrides, File Name, as they are.
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.
Attachment Mode: Include
And finally E-mail Subject: SEM Monthly Report {REPORT_DATE_RANGE}
Outputs:
After completing all the steps we’ll have an account ready for the next reporting period.
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