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 generate your API Key under “Generate your API Key” section.
While our photon tag will work in Google Tag Manager, our ability to track phone number swapping may degrade slightly moving the Photon tag out of the original head element source and into GTM. However, our ability to track number swapping is a safe-guard measure that we have not needed to employ for certain call trackers. You can reach out to our team if you have further questions.
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:
Login to the Microsoft Manager Account that contains the ad account(s)
Click ‘Tools’ > ‘Account Access’ > ‘Invite User’
Add details, [email protected] and change ‘Account role’ to ‘Viewer’
Select that ad account(s) you are granting SearchLight access to, and click ‘Send’
*Please ensure you are sending invites from the Manager Account and not the individual ad account.
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).