Client Onboarding

Please watch this video:

Go to https://tagmanager.google.com/?authuser=2#/home and log in.  The following screen will appear.

At the top left hand side of the screen - click on "Create Account" - shown above.

1. Add the full name of the Client e.g. Achilles. 

Do not tick the "Share data" box.

3. Click "Continue.

Set up the "container"

Go to https://www.activecampaign.com/partner/main.php and log in.

Log into the correct Client account.

From the top right hand side - click on to the drop down box next to the Company name and then select "My Settings".

From the left hand side - click on "Tracking".  Turn the "Site Tracking" ON.

Add the website address for the client under "Add Domain" eg www.achilles.nz.

Add go.obz.nz under "Add Domain".

Copy the tracking code (unless setting up Facebook Pixels - see separate process above).

Go back to Google Tag Manager - and click on the "blue" link to the Client account

From the left hand side - under "New Tag" - click on "Add a new tag".

Under "Tag Configuration"  select "Custom HTML" and paste the code you previously copied.

Click on "Triggering" and select "All Pages.

rename "Active Campaign - All Pages - Page View.

Save

Depending on what tags you have created on the account the final result should look like this:

Please watch this video.

Search for https://analytics.google.com/analytics/web/

Click on the "blue" person icon at the top right hand side and then select an Outaboundz email account.

On the bottom left hand side - click on to "Admin"

Select the right client - from the drop down box.

Click on - Property settings.

Note down the "Tracking Id" - under Basic Settings.

Go back to Google Tag Manager and double check you are in the right Clients account.

Create a new tag - the same way you have done for Google Tag Manager except instead of selecting "Custom HTML" you are going to select "Universal Analytics".

Under Google Analytics Settings - "Select Settings Variable" - select "New Variable.

Click on the "Pencil" and either paste or type in the Tracking Id - double check you have this entered correctly.

Save.

Select Triggering - All pages.

Change title to "Google Analytics - All Pages - Page Views.

Save and submit.

Update the Submission Configuration log to show you have created "Google Analytics" and you have "set up Google Analytics".

Publish.

Well done - you have now created a Google Analytics Tag.

Please watch this video:

Start in: https://business.facebook.com/home/accounts?business_id=678999445609397 and then select "Business Settings" - blue box below:

From the left hand side of the screen - select "Ad Account"

From the right hand side of the screen - select "Add New Ad Accounts" from the drop down box.

From the above drop down box - select "Create New Ad Account"

The following screen will appear.  Into this enter the "Ad Account Name" - eg TestMAJ

Click on "Create Ad Account" - blue box above.

Then select "Skip" and close.

You have successfully loaded your first Facebook Ad Account - well done!

Please watch the following video:

Start in Google Tag Manager:  https://tagmanager.google.com/?authuser=2#/home.  The home page looks like this:

Select the Company you are creating a tag for and click into it.  The following screen will appear:

Select "Add a new tag" shown above.  This will take you to a secondary screen with "Tag Configuration".  Click on this and then select "Custom HTML".

Go to Business Facebook https://business.facebook.com/home/accounts?business_id=678999445609397 and log in.

Click on the symbol (hamburger menu) next to the "Business Manager" and then select and click on Pixels.

Click on the drop down menu with "Outaboundz (678999445609397) showing.  Scroll down and select the Company you are creating the Pixel tag for.

This will bring up the Facebook Pixels screen.  At the bottom of this screen is a green box "Greate a Pixel".  Click on this.

Click on the small blue box at the bottom of this screen "Create".

A screen with a large green tick will appear, showing you the Pixel tag has been created.  This will then change to the "Install your pixel code" screen.

From this screen select "Use an Integration or tag manager".

This will bring up a further screen with 9 options on it.  Select "Google Tag Manager".

A screen will appear giving 2 options.  Select "Quick Install (Recommended).

Select "Keegan Walls" email account

Locate the Company you are creating the tag for, from the list and click on it.

This will take you through to the "Google Tag Manager Installation" screen.  In Step 2 "Select a container" - click on the blue company name link.

You are now looking at the screen above with an additional green tick in Step 2.  Click on the blue "Next" button shown below.

This will take you to Step 4 "Add or edit tags".  Click on the blue "Next" button.

Click on Step 5 - "Publish changes".  Select blue "Publish" box.

The final screen will look like this:

Go back to Google Tag Manager / Workspaces and click into "Tags".  This will show you any/all the tags created for this account.  Select the one named "Pixels Base Code" and rename as "Facebook - All Pages - Page views".  Then save.

Update the Changes Log:

1. Facebook Pixels;

2. Installed Facebook Pixels.

Then publish.  Well done you have just created a Facebook Pixels tag for this client.

Please watch the video below:

Start in https://www.activecampaign.com/account/index.php?rd=L3BhcnRuZXIvbWFpbi5waHA= and log-in.

Click on "Add New".

The following screen will appear and you need to complete the information contained in the checklist below:

Once you have checked you have added all the required information - click on "Add Trial".

This will take you through to a 'Confirmation" screen:

To double check the account has loaded correctly - click on "Manage Accounts" - blue link above.  This will take you to the main Active Account screen.

Please watch the following video:

Start at https://app.clickfunnels.com/users/sign_in and log in.  The start screen is below:

From the Click Funnels Menu Bar - select "Account and then - select "Integrations:.

Select "+ Add New Integration":

Under "Nickname" add the Company Name with AC at the end and then select "ActiveCampaign" from the "Choose Services" drop down box.

The following screen will appear.  Keep this screen open so you can paste the required information from Active Campaign into it - see below:

Go to the Active Campaign account for the client and log in.

From the main menu bar click on the drop down box and select "My Settings":

From the left hand side - select "Developer". 

The "Developer" screen contains two pieces of important information: URL and KEY.

Copy the API KEY code from Active Campaign and paste into the Click Funnels screen you held open.  Repeat the same process for the API URL code.

Select "Create Integration" - green box above.

You have now completed the Click Funnel to Active Campaign process.  Well done!

Please watch this video:

Go to: https://zapier.com/apps/integrations and log in.

Select "Connected Accounts" and then scroll down until you locate and click on "Active Campaign".

The following screen will appear - leave this screen open as you will be copying and pasting information onto it as shown below.

Go to Active Campaign and log in.

Locate the correct Client and log into their account.

From the top left hand side click on "My Settings" from the drop down box

Click on "Developer"

Copy the API URL code and paste into the correct field on the Zapier screen - you left open at the beginning of this process.

Copy the API Key code and paste into the correct field on the Zapier screen.

Click orange Yes, Continue" box.

Well done, you have now completed a Zapier tag.