Posted 5 years ago on 7/8/2019 and updated 10/3/2019
KB103871
Marketing Tools Quick Access
Referenced in procedures below. In alphabetical order. Tools used for clients on our SEO plan ONLY! Part of canceling SEO is dropping their site from our accounts within these tools.
www.touchstonetruth.com, co=Touchstone, owner=Mike Prestwood, un=Mike.P, pw=new protect (same owner user as Prestwood.com)
Mark
Convert Pro by Brainstorm Force
Only for marketing clients. See design for Unlimited license info. Use to add email forms and the like to a website. Can connect to Mautic too.
Email Marketing Automation
This service is exclusively for clients on a Marketing plan. We use Astra‘s Convert Pro plugin along with PrestoMarketing, our implementation of the open-source Mautic platform. We installed Mautic from myHostCafe.com Installatron onto email.prestwood.com, configured it. It‘s ready for use with Convert Pro plugin to surface collecting of data on the website. Someone at the client then uses Mautic to add current clients, and additional clients manually, and to send out promotions to various "lists" which are tags.
Onboarding, 1x Tasks
All Marketing plans come with maintenance and SEO, so this procedure is for AFTER you onboard both their maintenance and SEO plans.
1. Install Marketing Plan Tools:
In MainWP, MainWP Dashboard > Plugins > Favorite Plugins.
In Select Sites panel, click By Group.
Select 3-Mark group checkbox.
Scroll down to Plugin Groups panel, click the Install link that shows up for 3-Mark group when you hover. This has the effect of installing any missing plugins into the sites on our marketing plan. Do NOT mess this up! Meaning, do NOT accidentally install into all sites or whatever.
2. Add to PrestoMarketing (Mautic)
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Monthly Procedure
Prior to this procedure, perform monthly maintenance (KB102713) and SEO (KB102644).
Rather than creating a timer for each client now, use a generic timer and track client notes in the same text file you created for maintenance. Add/update a distinct sectionfor each marketing client: "Monthly Marketing:". If Jan/Apr/Jul/Oct, add an additional "Quarterly Marketing:" section. See note in monthly maintenance for details such as using a text file on your local drive in a Client Monthly Tasks folder naming each month‘s file by year and month (i.e. 2019-07.txt).
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