Ready to start measuring your marketing success in dollars, not just leads? Follow the steps below, starting with Step 1, to ensure we can tie all your digital marketing channels together.
Once completed, no more manual data collection – it’s time for automated revenue analytics data just for you.
Please note all information below in your onboarding sheet.
Have any questions? Please reach out to your onboarding team member, and we are happy to assist.
FSM/CRM Access
Service Titan
Navigate to Settings -> Integration -> API Application Access and copy your Tenant ID located in top right.
Once confirmed by SearchLight, please proceed in sending along your Client ID and Secret.
Please ensure we have read only access to all scopes with “No Restriction”
Housecall Pro
Follow these steps below to make and generate your API Key.
Note: You can deploy photon directly on the website or using Google Tag Manager. If using Google Tag Manager, refer to troubleshoot section for notes on how to make sure it fires properly
Step 2: Troubleshoot
When using Google Tag Manager
Check for Multiple Instances
Search Elements Tab in Dev Tools for GTM
Look for GTM id e.g. ?id=GTM-NC6W76Z
Search Sources Tab in Dev Tools for photon
WordPress / Nitro Pack
You will have to clear the Nitro Pack cache to see the following changes. When NitroPack is in use add nitro-exclude to the photon tag:
Individual or Group: Invite SearchLight-specific email (outlined in onboarding sheet) to Microsoft Manager account(s)
Facebook Ads
Client adds Facebook Ad ID to onboarding sheet
SearchLight sends ‘View Account’ access request to client Facebook Ads account from Searchlight Business Manager
Client accepts request and Facebook Ads Account is linked to SearchLight Business Manager (and API)
Secondary Items
We can launch the dashboard without the below information, and peice together as we go. Items above are critical.
SEO Fee
Note in your average monthly fee for SEO and/or website services so we can determine an accurate ROI from non-advertising channels (Organic, Google Business Profile, Direct, etc).
Conversion Tools (Chat, Text, Booking)
Schedule Engine
Need custom username and password from SE Support
Please submit a ticket to SE Support requesting username be made for custom/faux email address and password
Ex. If your agency is reaching out to ABC HVAC then they will request a username/password be made for [email protected]
Podium Chat
Two options:
Need unique username (email) and password
Use the ‘+’ email trick to create custom email username without creating brand new email address