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 SearchLight authorizes your Tenant ID with 24-48 hours from collecting your Tenant ID, please proceed in sending along your Client ID and Client Secret in your Onboarding Tracker or via email:
Login to Service Titan > Settings (gear icon) > Integrations > API Application Access > Connect New App > SearchLight > Note No Restrictions in Both Dropdowns > Allow > Copy Client ID > Generate Client Secret > Share BOTH with SearchLight team
Housecall Pro
Follow these steps below to generate your API Key under “Generate your API Key” section.
To check if the Photon Pixel is firing properly, open the site’s DevTools on any page, click on “Network”, filter to “photon” in the search bar, and reload the page. If installed properly, you will see the script and a page load or event.
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).
Conversion Tools (Chat, Text, Booking)
Schedule Engine v1
Please login to Schedule Engine and add service+[account_name]@searchlightdigital.io as a user under Settings > Users > Click “+” add that email.
OR a ServiceTitan admin can reach out to ServiceTitan support to get us a login to Schedule Engine via service+[account_name]@searchlightdigital.io.
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
Need a login, username and password to the account, and our team will establish the API connection.
Service Titan’s Scheduling Pro
SearchLight will connect to Scheduling Pro via your Tenant ID, and API keys collected in Step 1. Please inform SearchLight if you have/are adopting Scheduling Pro so we can integrate appropriately via your ServiceTitan credentials.
