{"id":12517,"date":"2017-12-15T01:14:20","date_gmt":"2017-12-15T01:14:20","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-onboarding-10\/"},"modified":"2024-02-28T20:43:22","modified_gmt":"2024-02-28T20:43:22","slug":"client-onboarding-10","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-onboarding-10\/","title":{"rendered":"Client Onboarding"},"content":{"rendered":"<section id=\"google-tag-manager\">\n<h2> GOOGLE TAG MANAGER <\/h2>\n<div class=\"text-content\">\n<p>Please watch this video:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go to&nbsp;<a href=\"https:\/\/tagmanager.google.com\/?authuser=2#\/home\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/tagmanager.google.com\/?authuser=2#\/home<\/a>&nbsp;and log in.&nbsp; The following screen will appear.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oN7WyOcIMtTYC8O0izRN6A.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oN7WyOcIMtTYC8O0izRN6A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>At the top left hand side of the screen - click on &quot;Create Account&quot; - shown above.<\/p>\n<p>1. Add the full name of the Client e.g. Achilles.&nbsp;<\/p>\n<p><strong>Do not<\/strong> tick the &quot;Share data&quot; box.<\/p>\n<p>3. Click &quot;Continue.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q5l8ibx32vGccqyYhNNMYA.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q5l8ibx32vGccqyYhNNMYA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Set up the &quot;container&quot;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add web address minus www\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Select &quot;Web&quot; - no apps\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Click &quot;Create&quot;\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Accept the &quot;Terms and Conditions&quot;\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ph5jErBGaryWNwOq1X9KFA.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ph5jErBGaryWNwOq1X9KFA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pGYMDryXO9mS9fKvS1RKgQ.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pGYMDryXO9mS9fKvS1RKgQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go to&nbsp;<a href=\"https:\/\/www.activecampaign.com\/partner\/main.php\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.activecampaign.com\/partner\/main.php<\/a>&nbsp;and log in.<\/p>\n<p>Log into the correct Client account.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the top right hand side - click on to the drop down box next to the Company name and then select &quot;My Settings&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mEAVQ7EEKYnXQpnlI2BFhA.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mEAVQ7EEKYnXQpnlI2BFhA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pUOMfOPZS2Q8MgvgyoJPww.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pUOMfOPZS2Q8MgvgyoJPww.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the left hand side - click on &quot;Tracking&quot;.&nbsp; Turn the &quot;Site Tracking&quot; ON.<\/p>\n<p>Add the website address for the client under &quot;Add Domain&quot; eg <a href=\"http:\/\/www.achilles.nz\" rel=\"nofollow noopener\" target=\"_blank\">www.achilles.nz<\/a>.<\/p>\n<p>Add go.obz.nz under &quot;Add Domain&quot;.<\/p>\n<p>Copy the tracking code (unless setting up Facebook Pixels - see separate process above).<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gre6Nux2RKygEEecguBAgg.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gre6Nux2RKygEEecguBAgg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go back to Google Tag Manager - and click on the &quot;blue&quot; link to the Client account<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iMudJ2E4evbygIPNPQ1HQA.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iMudJ2E4evbygIPNPQ1HQA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the left hand side - under &quot;New Tag&quot; - click on &quot;Add a new tag&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/shcTilqbgEImhtedNrJBiw.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/shcTilqbgEImhtedNrJBiw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Under &quot;Tag Configuration&quot;&nbsp; select &quot;Custom HTML&quot; and paste the code you previously copied.<\/p>\n<p>Click on &quot;Triggering&quot; and select &quot;All Pages.<\/p>\n<p>rename &quot;Active Campaign - All Pages - Page View.<\/p>\n<p>Save<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oQIrjRn42gBTQNaYC65Lhg.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oQIrjRn42gBTQNaYC65Lhg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Depending on what tags you have created on the account the final result should look like this:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/paBvb72Itq7lV9jNrAFAUg.png\" alt=\"GOOGLE TAG MANAGER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/paBvb72Itq7lV9jNrAFAUg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"google-tag-manager-and-google-analytics\">\n<h2> GOOGLE TAG MANAGER AND GOOGLE ANALYTICS <\/h2>\n<div class=\"text-content\">\n<p>Please watch this video.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Search for <a href=\"https:\/\/analytics.google.com\/analytics\/web\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/analytics.google.com\/analytics\/web\/<\/a><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jjA8B4INNyt-PYA-U6RAjw.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jjA8B4INNyt-PYA-U6RAjw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on the &quot;blue&quot; person icon at the top right hand side and then select an Outaboundz email account.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tVlXGvOnFMOqKbXuiy9FLA.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tVlXGvOnFMOqKbXuiy9FLA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>On the bottom left hand side - click on to &quot;Admin&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rph-nDTQppz0RiEfmCdF8w.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rph-nDTQppz0RiEfmCdF8w.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select the right client - from the drop down box.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i-iodxTGN3l-2rB6HV1CCw.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i-iodxTGN3l-2rB6HV1CCw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on - Property settings.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hh0qpDFoZNpHEgD83mFOrw.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hh0qpDFoZNpHEgD83mFOrw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Note down the &quot;Tracking Id&quot; - under Basic Settings.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/udMzjTHmId2N6VDNlRhKww.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/udMzjTHmId2N6VDNlRhKww.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go back to Google Tag Manager and double check you are in the right Clients account.<\/p>\n<p>Create a new tag - the same way you have done for Google Tag Manager except instead of selecting &quot;Custom HTML&quot; you are going to select&nbsp;<strong>&quot;Universal Analytics&quot;<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/slj552dz_KpBtBzrawFK2w.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/slj552dz_KpBtBzrawFK2w.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Under Google Analytics Settings - &quot;Select Settings Variable&quot; - select &quot;New Variable.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pukkEubWMqpb2ynseUNBcQ.png\" alt=\"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pukkEubWMqpb2ynseUNBcQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on the &quot;Pencil&quot; and either paste or type in the Tracking Id - double check you have this entered correctly.<\/p>\n<p>Save.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select Triggering - All pages.<\/p>\n<p>Change title to &quot;Google Analytics - All Pages - Page Views.<\/p>\n<p>Save and submit.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Update the Submission Configuration log to show you have created &quot;Google Analytics&quot; and you have &quot;set up Google Analytics&quot;.<\/p>\n<p>Publish.<\/p>\n<p>Well done - you have now created a Google Analytics Tag.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"facebook\">\n<h2> Facebook: <\/h2>\n<\/section>\n<section id=\"facebook-ad-account-via-business-facebook--unless-stated-otherwise-always-add-facebook-pixels\">\n<h2> FACEBOOK AD ACCOUNT via BUSINESS FACEBOOK - unless stated otherwise always add FACEBOOK PIXELS <\/h2>\n<div class=\"text-content\">\n<p>Please watch this video:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Start in:&nbsp;<a href=\"https:\/\/business.facebook.com\/home\/accounts?business_id=678999445609397\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/business.facebook.com\/home\/accounts?business_id=678999445609397<\/a>&nbsp;and then select &quot;Business Settings&quot; - blue box below:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o0_8_hgtFAmfPieIKZxH3A.png\" alt=\"FACEBOOK AD ACCOUNT via BUSINESS FACEBOOK - unless stated otherwise always add FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/o0_8_hgtFAmfPieIKZxH3A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the left hand side of the screen - select &quot;Ad Account&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h5-HnUyTYkDuge6FyFNJdg.png\" alt=\"FACEBOOK AD ACCOUNT via BUSINESS FACEBOOK - unless stated otherwise always add FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/h5-HnUyTYkDuge6FyFNJdg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the right hand side of the screen - select &quot;Add New Ad Accounts&quot; from the drop down box.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gPYJHzDIqcte6hfjBypE-w.png\" alt=\"FACEBOOK AD ACCOUNT via BUSINESS FACEBOOK - unless stated otherwise always add FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gPYJHzDIqcte6hfjBypE-w.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the above drop down box - select &quot;Create New Ad Account&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sB2am8HPu5k-zepAbr9A3Q.png\" alt=\"FACEBOOK AD ACCOUNT via BUSINESS FACEBOOK - unless stated otherwise always add FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sB2am8HPu5k-zepAbr9A3Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The following screen will appear.&nbsp; Into this enter the &quot;Ad Account Name&quot; - eg TestMAJ<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/upaK-SHQI61f75D7QYJAKA.png\" alt=\"FACEBOOK AD ACCOUNT via BUSINESS FACEBOOK - unless stated otherwise always add FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/upaK-SHQI61f75D7QYJAKA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on &quot;Create Ad Account&quot; - blue box above.<\/p>\n<p>Then select &quot;Skip&quot; and close.<\/p>\n<p>You have successfully loaded your first Facebook Ad Account - well done!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"facebook-pixels\">\n<h2> FACEBOOK PIXELS <\/h2>\n<div class=\"text-content\">\n<p>Please watch the following video:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Start in Google Tag Manager:&nbsp;&nbsp;<a href=\"https:\/\/tagmanager.google.com\/?authuser=2#\/home\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/tagmanager.google.com\/?authuser=2#\/home<\/a>.&nbsp; The home page looks like this:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hkBav1oMqvpUk8IG2K9AVQ.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hkBav1oMqvpUk8IG2K9AVQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select the Company you are creating a tag for and click into it.&nbsp; The following screen will appear:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qf5BMwcBIDICyU0EBa1HPQ.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qf5BMwcBIDICyU0EBa1HPQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select &quot;Add a new tag&quot; shown above.&nbsp; This will take you to a secondary screen with &quot;Tag Configuration&quot;.&nbsp; Click on this and then select &quot;Custom HTML&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tvVWGspROuIlcobR99JIcg.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tvVWGspROuIlcobR99JIcg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go to Business Facebook&nbsp;<a href=\"https:\/\/business.facebook.com\/home\/accounts?business_id=678999445609397\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/business.facebook.com\/home\/accounts?business_id=678999445609397<\/a>&nbsp;and log in.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oFEUZP9vREPyPQsdzf1M9w.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oFEUZP9vREPyPQsdzf1M9w.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on the symbol (hamburger menu) next to the &quot;Business Manager&quot; and then select and click on Pixels.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sL0s4pdq_t2Sgcc_mw1CVA.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sL0s4pdq_t2Sgcc_mw1CVA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on the drop down menu with &quot;Outaboundz (678999445609397) showing.&nbsp; Scroll down and select the Company you are creating the Pixel tag for.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tDDiqhl27Nsu8m3IwmFPRw.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tDDiqhl27Nsu8m3IwmFPRw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This will bring up the Facebook Pixels screen.&nbsp; At the bottom of this screen is a green box &quot;Greate a Pixel&quot;.&nbsp; Click on this.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qSsU6QXLo3Ejl_z-tyVFZw.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qSsU6QXLo3Ejl_z-tyVFZw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on the small blue box at the bottom of this screen &quot;Create&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gAawFrfkD0kDDF5XeR1J-Q.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gAawFrfkD0kDDF5XeR1J-Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>A screen with a large green tick will appear, showing you the Pixel tag has been created.&nbsp; This will then change to the &quot;Install your pixel code&quot; screen.<\/p>\n<p>From this screen select &quot;Use an Integration or tag manager&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pqQ-h796IQ5OelJsCQpFJQ.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pqQ-h796IQ5OelJsCQpFJQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This will bring up a further screen with 9 options on it.&nbsp; Select &quot;Google Tag Manager&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q70izrJjpS_4RWFxmpVE2A.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q70izrJjpS_4RWFxmpVE2A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>A screen will appear giving 2 options.&nbsp; Select &quot;Quick Install (Recommended).<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sbTRuKlWrykWTX_cN6BAjg.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sbTRuKlWrykWTX_cN6BAjg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select &quot;Keegan Walls&quot; email account<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vOR8HM2uJxrhSZSwKBBJfQ.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vOR8HM2uJxrhSZSwKBBJfQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Locate the Company you are creating the tag for, from the list and click on it.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/su_gOoJ9KEoveUXOGelLWg.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/su_gOoJ9KEoveUXOGelLWg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This will take you through to the &quot;Google Tag Manager Installation&quot; screen.&nbsp; In Step 2 &quot;Select a container&quot; - click on the blue company name link.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kCw7eAb80eK2zKkXOBNBww.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kCw7eAb80eK2zKkXOBNBww.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You are now looking at the screen above with an additional green tick in Step 2.&nbsp; Click on the blue &quot;Next&quot; button shown below.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jGQYFhPLPk4r8ZP9hHZMew.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jGQYFhPLPk4r8ZP9hHZMew.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This will take you to Step 4 &quot;Add or edit tags&quot;.&nbsp; Click on the blue &quot;Next&quot; button.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lIqovklAfWN2VFgOCwVJ-A.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lIqovklAfWN2VFgOCwVJ-A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on Step 5 - &quot;Publish changes&quot;.&nbsp; Select blue &quot;Publish&quot; box.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g92V9ogZ7hVvbOETM2FFbw.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/g92V9ogZ7hVvbOETM2FFbw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The final screen will look like this:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q6mw4pxIBb5m3GbcALJHpA.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q6mw4pxIBb5m3GbcALJHpA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go back to Google Tag Manager \/ Workspaces and click into &quot;Tags&quot;.&nbsp; This will show you any\/all the tags created for this account.&nbsp; Select the one named &quot;Pixels Base Code&quot; and rename as &quot;Facebook - All Pages - Page views&quot;.&nbsp; Then save.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lUCIh0WARJNn0YSggvRCHg.png\" alt=\"FACEBOOK PIXELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lUCIh0WARJNn0YSggvRCHg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Update the Changes Log:<\/p>\n<p>1. Facebook Pixels;<\/p>\n<p>2. Installed Facebook Pixels.<\/p>\n<p>Then publish.&nbsp; Well done you have just created a Facebook Pixels tag for this client.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"active-campaign\">\n<h2> ACTIVE CAMPAIGN: <\/h2>\n<\/section>\n<section id=\"active-campaign--add-new-account\">\n<h2> ACTIVE CAMPAIGN - ADD NEW ACCOUNT <\/h2>\n<div class=\"text-content\">\n<p>Please watch the video below:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Start in&nbsp;<a href=\"https:\/\/www.activecampaign.com\/account\/index.php?rd=L3BhcnRuZXIvbWFpbi5waHA=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.activecampaign.com\/account\/index.php?rd=L3BhcnRuZXIvbWFpbi5waHA=<\/a>&nbsp;and log-in.<\/p>\n<p>Click on &quot;Add New&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j1zJXOrDhLia4fD2ABVJ9Q.png\" alt=\"ACTIVE CAMPAIGN - ADD NEW ACCOUNT\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j1zJXOrDhLia4fD2ABVJ9Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The following screen will appear and you need to complete the information contained in the checklist below:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t6F6RWQq_CXJPUieB0NFdQ.png\" alt=\"ACTIVE CAMPAIGN - ADD NEW ACCOUNT\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t6F6RWQq_CXJPUieB0NFdQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Account = Company Name: e.g. TestMAJ\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Custom Domain = leave black\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client Name = Company Name\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client Name = enter if one provided or use your own eg maree@outaboundz.com\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Notifications Email = ma@outaboundz.com\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Time Zone = Pacific\/Auckland (no search available - scroll down and select)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Plan = Non-recurring\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Once you have checked you have added all the required information - click on &quot;Add Trial&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jY5AlQBD6ADYm47FA5xJcA.png\" alt=\"ACTIVE CAMPAIGN - ADD NEW ACCOUNT\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jY5AlQBD6ADYm47FA5xJcA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This will take you through to a 'Confirmation&quot; screen:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v8pvETt8hMH9TtVqOsJFNg.png\" alt=\"ACTIVE CAMPAIGN - ADD NEW ACCOUNT\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v8pvETt8hMH9TtVqOsJFNg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>To double check the account has loaded correctly - click on &quot;Manage Accounts&quot; - blue link above.&nbsp; This will take you to the main Active Account screen.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kBq6cSzxkWgs01qrzUREtw.png\" alt=\"ACTIVE CAMPAIGN - ADD NEW ACCOUNT\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kBq6cSzxkWgs01qrzUREtw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"click-funnels\">\n<h2> CLICK FUNNELS <\/h2>\n<div class=\"text-content\">\n<p>Please watch the following video:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Start at&nbsp;<a href=\"https:\/\/app.clickfunnels.com\/users\/sign_in\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/app.clickfunnels.com\/users\/sign_in<\/a>&nbsp;and log in.&nbsp; The start screen is below:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vMfZMSUffraaTEpzeAdFjg.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vMfZMSUffraaTEpzeAdFjg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the Click Funnels Menu Bar - select &quot;Account and then - select &quot;Integrations:.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tQl9puJMF2LyICq5pTtJTA.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tQl9puJMF2LyICq5pTtJTA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select &quot;+ Add New Integration&quot;:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v6HKQwBBGLOEnMTwhqlNyw.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v6HKQwBBGLOEnMTwhqlNyw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Under &quot;Nickname&quot; add the Company Name with AC at the end and then select &quot;ActiveCampaign&quot; from the &quot;Choose Services&quot; drop down box.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qtM11Ld74j_8NPpZg7BK0A.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qtM11Ld74j_8NPpZg7BK0A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The following screen will appear.&nbsp; Keep this screen open so you can paste the required information from Active Campaign into it - see below:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u5NEBVmejwSBC9hLrhVLnw.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u5NEBVmejwSBC9hLrhVLnw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go to the Active Campaign account for the client and log in.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lhB-v7uCYy6TJ020ZzVGCg.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lhB-v7uCYy6TJ020ZzVGCg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the main menu bar click on the drop down box and select &quot;My Settings&quot;:<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lgGbM7huENlM5yoHk21DFA.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lgGbM7huENlM5yoHk21DFA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>From the left hand side - select &quot;Developer&quot;.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sNt2VMpomlLINto9Gk1MhQ.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sNt2VMpomlLINto9Gk1MhQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The &quot;Developer&quot; screen contains two pieces of important information: URL and KEY.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vkG1hM4bRe9-YMyaIelPIA.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vkG1hM4bRe9-YMyaIelPIA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Copy the API KEY code from Active Campaign and paste into the Click Funnels screen you held open.&nbsp; Repeat the same process for the API URL code.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/l1UP2mMnBV1Ev5NK0SRA7Q.png\" alt=\"CLICK FUNNELS\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/l1UP2mMnBV1Ev5NK0SRA7Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select &quot;Create Integration&quot; - green box above.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You have now completed the Click Funnel to Active Campaign process.&nbsp; Well done!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"zapier\">\n<h2> ZAPIER <\/h2>\n<div class=\"text-content\">\n<p>Please watch this video:<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go to:&nbsp;<a href=\"https:\/\/zapier.com\/apps\/integrations\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/zapier.com\/apps\/integrations<\/a>&nbsp;and log in.<\/p>\n<p>Select &quot;Connected Accounts&quot; and then scroll down until you locate and click on &quot;Active Campaign&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pEqTAeHbXvKw96AF6IxPFQ.png\" alt=\"ZAPIER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pEqTAeHbXvKw96AF6IxPFQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The following screen will appear - leave this screen open as you will be copying and pasting information onto it as shown below.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/l3GIUR2eLWirqc-FFflNQg.png\" alt=\"ZAPIER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/l3GIUR2eLWirqc-FFflNQg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Go to Active Campaign and log in.<\/p>\n<p>Locate the correct Client and log into their account.<\/p>\n<p>From the top left hand side click on &quot;My Settings&quot; from the drop down box<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mC5McKDSjh4eK3IWv4VLQQ.png\" alt=\"ZAPIER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mC5McKDSjh4eK3IWv4VLQQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Click on &quot;Developer&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/olwQscMjeaLQV-X1znVFZQ.png\" alt=\"ZAPIER\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/olwQscMjeaLQV-X1znVFZQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Copy the API URL code and paste into the correct field on the Zapier screen - you left open at the beginning of this process.<\/p>\n<p>Copy the API Key code and paste into the correct field on the Zapier screen.<\/p>\n<p>Click orange Yes, Continue&quot; box.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Well done, you have now completed a Zapier tag.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"task-9\">\n<h2> \u2006 <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>GOOGLE TAG MANAGER Please watch this video: Go to&nbsp;https:\/\/tagmanager.google.com\/?authuser=2#\/home&nbsp;and log in.&nbsp; The following screen will appear. At the top left hand side of the screen - click on &quot;Create Account&quot; - shown above. 1. Add the full name of the Client e.g. Achilles.&nbsp; Do not tick the &quot;Share data&quot; box. 3. Click &quot;Continue. Set up [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":12518,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"10","template_description":"This set of instructions covers the various processed required for onboarding a client.","template_id":"ha78Ls33KFgR61SE38lITA","task_0":"GOOGLE TAG MANAGER","task_slug_0":"google-tag-manager","task_1":"GOOGLE TAG MANAGER AND GOOGLE ANALYTICS","task_slug_1":"google-tag-manager-and-google-analytics","task_2":"Facebook:","task_slug_2":"facebook","task_3":"FACEBOOK AD ACCOUNT via BUSINESS FACEBOOK - unless stated otherwise always add FACEBOOK PIXELS","task_slug_3":"facebook-ad-account-via-business-facebook--unless-stated-otherwise-always-add-facebook-pixels","task_4":"FACEBOOK PIXELS","task_slug_4":"facebook-pixels","task_5":"ACTIVE CAMPAIGN:","task_slug_5":"active-campaign","task_6":"ACTIVE CAMPAIGN - 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