How-To’s

August 12, 2019

How to Create an Instagram Creator Account

In this week’s blog, learn more about Instagram’s new feature for business accounts – the Instagram Creator Account!

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By Devon
July 29, 2019

Adding a New User to CallRail Reporting

Do you use CallRail for your small business? In this week’s blog, we will discuss how to add a new user to CallRail reporting.

CallRail Logo

Are you a busy small business owner? Do you wish that there was an easier way to track and record your business’ phone calls? If so, keep reading to learn about our favorite platform for call tracking!

When you are a busy small business owner who is always on the go, it can be hard to keep things organized. With so many different calls and phone numbers to keep track of, it can all seem very overwhelming.

Although social media and email are on the rise as a form of communication for business owners and customers alike, phone calls are still extremely important in running any business.

As many of us now have mobile devices, people are more likely to click to call your business directly on their cell phones from the local listing results.

In fact, a recent study found that 57% of consumers prefer to talk to a real person directly when they have a question. As well as 47% of those searching for a business on their mobile device have admitted that they will look for a different business if the business does not have an easily accessible phone number online.

With numbers that high, having an easy and reliable way to answer phone calls is a must.

 There are many solutions to this issue, but our favorite is a platform called CallRail!

Read more to learn more about CallRail, how to create a CallRail account, and how to add a new user to CallRail reporting.

What is CallRail?

Before we dive into creating a CallRail account, let’s first review what CallRail is.

CallRail is a call tracking, recording, and analytics platform. CallRail’s main priority is to help your business increase ROI, or return on investment.

CallRail can assist your business in converting more customers in a multitude of ways! Some of the top things CallRail can do includes:

Call Tracking and Analytics. With this feature, CallRail will track where each phone call came from. This allows the platform to pinpoint which campaign the call originated from, in turn letting you view the success of each tactic.

Dynamic Number Insertion. This feature works like magic! CallRail will automatically update the phone number on your website depending on how the user landed on your page. For example, a user that found your website through Google Ads will receive a different number to call than those who found your website through Facebook Ads. This makes campaign conversion tracking easy.

Tracking User Journeys. Once a user lands on your website, CallRail can track their entire journey from start to finish. Now, you can know exactly which actions are being taken on which ads, landing pages, or even website pages.

CallRail User Journey Tracking

Source: CallRail

Multi-Touch CPL Report. These reports will tell you how much you are spending to generate phone calls based off of ad spend on platforms such as Bing, Google, etc.

Setup New Numbers. This allows you to create new call tracking numbers for your various campaigns easily.

Record Phone Calls. This allows you to easily record phone calls to improve customer service and sales tactics. 

And this is only the main features – there is much more you can do with a CallRail account.

Does it sound like something your business could benefit from? Read on to learn how to create a CallRail account.

Creating a CallRail Account

To create a CallRail account, go to www.callrail.com

Once on the site, locate the blue “Get Started” button.

Getting started with CallRail

CallRail is not a free platform. Signing up comes with a free 14-day trial, no credit card needed.

The first step to creating your new account is to insert a work email and create a password for your account.

Creating a CallRail account

Next, CallRail will ask you for your name, your company’s name, and your phone number. It will also ask if you provide marketing services to clients.

Signing up for CallRail

Click “Start Trial” to create your CallRail account.

Once your account is created, you will be redirected to the CallRail dashboard. Here is a quick overview of the dashboard:

CallRail activity tab

The Activity Tab

“Activity” shows the latest activity on your account. This activity includes:

  • Call logs – logs of all recent calls
  • Unique callers – this tab will list all unique callers and give you a total for the number of times each has called
  • Voicemail – records and stores all voicemails 
  • Export Calls CSV – allows you to export data to a CSV file for reporting
  • Text Conversions – there is also the option for contacting customers via text. This tab keeps track of all text data

The Reports Tab

The Reports tab breaks information down by Acquisition and by Behavior.

In terms of Acquisition:

In terms of Behavior:

  • Calls By Agent breaks down the number of calls made by an Agent
  • Calls By Day & Time shows the number of calls received on each day as well as the time breakdown of each call
  • Missed Calls generates the number of missed calls

The Tracking Tab

The Tracking tab shows…

Calls & Texts:

  • All Numbers shows a report of all numbers that have contacted your CallRail numbers
  • Blocked Numbers shows all numbers that have been blocked
  • Call Flows shows the flow of the call from the moment it begins
  • Keypad Scoring lets the Agent score the lead after the call ends

Forms is a premium feature that will require a higher-end package to access.

The Settings Tab

The Settings tab is where you will find, you guessed it, all of your account’s settings.

This tab features Integrations, Workflow Tags, and Notifications.

Integrations allow you to connect other platforms you may be using – like Google Analytics and Slack – with CallRail for notifications and reporting.

Workflow Tags helps you organize your contacts with different labels such as conversion, customer, lead, etc. These can be customized to fit your specific business type.

Notifications let you enable notifications for you as well as your team.

Before we move on, there is one more thing to review – pricing.

Pricing is obviously a huge factor for a small business owner. There are 3 different pricing tiers to choose from that includes different features.
 See below for the options and click here to compare the packages side-by-side.

CallRail pricing packages

Let’s move on to adding your team, or your clients, to CallRail.

Adding a New User to CallRail Reporting

Once logged into CallRail, make sure you have selected the correct company to add a new user to.

Next, navigate to Settings > Manage Account > Users

Select “All Users” then “Create New User.” From here, you can select which type of user you would like to create. For our case, we want to add this user to our CallRail reporting, so we will be selecting “Reporting.”

Creating a new callrail user

From here, insert the person’s name and email address. Then select “Next.”

Callrail user information

Then, it will ask if you would like to email the user a link to create their own password or if you would like to create a password for them.

New user options in callrail

Once the user is created, it will give you the opportunity to set up notifications for the user via email for things like first-time callers, voicemails, text messages, and more.

Select the desired notifications settings. You can also have a company summary sent to this user daily, weekly, or monthly that provides them with an overview of the account.

Hit “Create” to complete your selections.

And just like that you have successfully created a CallRail account and added a new user to your reporting!

Have you ever used CallRail before? Did you find this helpful? Do you prefer a different tracking platform?

Leave your questions and comments below!

See you next Monday for another Momentum Monday blog!


By Devon
July 8, 2019

How to Add Google Analytics and SEO to a Weebly Website

This week, learn how to add Google Analytics tracking and optimize the SEO of a Weebly Website in 5 minutes or less.

Weebly Logo

Happy Monday! We hope that you had a safe and happy 4th of July weekend.

We are back today with another digital marketing how-to tutorial.

This week, we are focusing on a web hosting service that we have never spoken about before on a Momentum Monday blog – Weebly.

Weebly is one of the most used web hosting services next to other services such as GoDaddy and HostGator. Currently, it has over 250 million unique visitors every month and hosts over 30 million websites worldwide.

Websites are great, but what is a digital marketer’s best friend? Tracking and SEO!

Even if you have no experience with Google Analytics or SEO, Weebly makes it easy to implement these tools on your website!

Read more to learn how to connect your Google Global Site Tag to your site for tracking purposes and how to easily add SEO keywords to your website.

Weebly Website Optimization

Why Google Analytics and SEO?

First things first – let’s get a refresher on the importance of Google Analytics tracking and SEO for your website.

Google Analytics is a free web analytics service offered by Google. This service was created to help you easily track the traffic on your website. For a small business owner, this knowledge could make or break your business.

Google Analytics Logo

At Momentum, we are Google partners, so we love Google tools. Some other amazing Google platforms small business owners should be utilizing include Google My Business and Google Adwords.

There are many reasons why you should be using Google Analytics as a small business owner, but some of the main reasons include:

  • Learn which channels drive traffic. Instead of wasting time and money figuring out how your audience is finding your business, Google Analytics will tell you where the traffic is coming from.
  • Know the best marketing channels. Again – stop wasting money! Google Analytics will tell you which channels are the most profitable for your business.
  • Know your audience. Doesn’t every small business owner want to know exactly who their audience is? Luckily, Google Analytics will tell you!
  • Figure out which page is performing best. This tool will also break down which page has the most page visits and tell you how long users are spending on each page.

Basically, Google Analytics helps you eliminate the guesswork!

Let’s move onto our friend, SEO. SEO stands for Search Engine Optimization. SEO is basically how your business is found online by potential customers. And the best part? It is free.

SEO

Why focus on SEO? Some things to keep in mind for small business owners are:

  • Organic search drives the most traffic. How many times have you found a new business by simply searching for something like “BYOB restaurants in Philly?” Having good SEO will get you found by more people.
SEO search results
  • SEO creates a better user experience. Google is smart – it knows if your website is the answer to a searcher’s question. Why not solve all of the user’s problems by using SEO to share your business’ solutions.
  • Builds trust. When is the last time you went to page 5 of Google’s search results? Never! Get your business higher on the search results to establish yourself as a business with credibility.

Now that you know why these things are important, let’s move on to how to add them to your Weebly Website!

Create a Weebly Website

If you don’t already have a Weebly website, now is the time to create one! You can do so by going to www.weebly.com/signup. If you are looking for a bit more guidance, check out this awesome video that will walk you through creating your own Weebly site.

If you already have a Weebly site, log into your account now.

Create a Google Analytics Account

If you don’t already have a Google Analytics Account, you should create one now before moving forward. You can quickly and easily make one here

Again, if you are looking for a step-by-step guide, this video guide is super extensive and helpful for a first-time Google Analytics user.

If you already have a Google Analytics account, log into your account now.

Once you are in your Google Analytics account, navigate to Admin, which is located at the very bottom of the menu on the right-hand side of the screen.

Google Analytics Admin

Once in the Admin tab, you will be redirected to a screen with 3 main columns – account, property, and view. For the sake of this tutorial, we will be sticking to the “property” column, located in the middle of the screen.

Google Analytics Admin Options

Within the property column, find “Tracking Info.” Once selected, a drop-down menu will appear. Select “Tracking Code.”

Google will bring you to a new page with your very own Google website tracking code. In order to install this onto your Weebly site, copy and paste the section of the code located under the words “Global Site Tag.”

Optimize for SEO

Leave Google Analytics and navigate back to your Weebly website.

Once logged in to your Weebly account, select the “Edit Website” box in the upper right-hand corner to edit your site.

Once selected and redirected, select “Settings” from the toolbar at the top of the page.

Weebly toolbar

On the Settings page, locate the menu on the left-hand side of the screen. Find and select “SEO.”

Weebly settings tab

Once opened, you will see Weebly’s built-in SEO optimization options for your site.

Weebly SEO options

The options include:

  1. Adding a Site Description. This is the description that will appear in the search engine results under your website URL. This description should tell searchers exactly what your website is about. In this section, there is a 250 character max.
  2. Meta Keywords. This is where you want to place all of the keywords for your website. Separate each keyword with a comma.
  3. Footer Code. This is where you will paste the Google Analytics Global Site Tag that we copied over a few moments ago.

After you have optimized the SEO and inserted the Google Analytics tracking code, find the blue “publish” button in the upper right-hand corner to save your changes.

Just like that, your Weebly website is now optimized and ready to go!

Thanks for reading! If there is anything else you’d like to learn about Weebly, or any other web hosting service, leave it in the comments below and we will write future blog about it!

See you next week!


By Devon
June 10, 2019

How to Get Free Facebook Page Likes from Facebook Ad Engagements

In this week’s blog, learn how to get free Facebook page likes from past Facebook Ad engagements in 2 minutes or less!

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By Devon
May 25, 2019

How to Create a Custom Facebook Audience for Events

Learn more about Facebook Event advertising in this week’s episode of Momentum Mondays …. a weekly video training series on digital marketing.

This week we are covering how to create a custom Facebook event audience for targeted digital advertising purposes.

Facebook Events

Does your business or clients’ business frequently have events? Facebook Event advertising is a great tool that you should be utilizing in order to get your event in front of the right people!

How is this possible you might ask? One simple way is by creating custom event audiences in Facebook Ads Manager!

Creating custom event audiences will also allow you to target people who have already attended past events that your business has thrown or who were interested in previous events you’ve held.

Utilizing Facebook custom audiences is better than utilizing cold audiences because it ensures that this is an audience that is highly targeted based off of their previous actions. This makes them more likely to perform the action you want them to perform on your ad.

Facebook Event Ads

Because of how many users Facebook has – over 490 Million users monthly – the Facebook event space is highly competitive.  Last year alone, there were over 38 million Facebook event pages created.

Make your Facebook Event Ads stand out amongst the rest by using a custom Facebook Audience.

INSERT VIDEO HERE

Read below for 5 easy steps to creating a Facebook custom audience list!

1. Go To Your Facebook Ads Account

In order to access your Facebook Ads information, you first need to navigate to your Facebook Ads Manager.

Want to learn more about navigating Facebook Ads such as how to change your Facebook Ad Account Spending Limit or how to use Facebook Ads to remarket.

2. Navigate to your Facebook Ads Audience

From this tab, we will create the Custom Audience, name it, and launch the adset.

This is going to be new adset that is going to target a new audience, so we are going to create a new custom audience

3. Creating a Custom Audience

  1. Select Custom Audience
  2. From here, a pop-up will appear with different options for the types of Facebook Ad Custom Audience Source. To break down the custom audience sources:
  • Website Traffic: For this option, insert your website’s Facebook Pixel tracking code in order to target all users that have visited a page on your website. For this option, you can set a time period of up to 180 days.
  • App Activity: This option creates audiences based off of the actions they take on your app.
  • Customer File: The option allows you to upload a custom list of users. This list could consist of email addresses, phone numbers, or even Facebook User IDs.
  • Offline Activity – If your business is logging any activity offline – such as sales or phone calls – this list can also be uploaded to Facebook.

Then there is an option to use Facebook Sources instead such as a video or a lead ad form. For this tutorial, we will be selecting “Events”

Facebook Custom Audience Options

3. Once “Events” is selected, you will be brought to another window that will give you the option to add people to your audiences.

For this option, we want to add people who have either said that they were “Going” or “Interested” in a previous event on the page.

Facebook Custom Audience)

4. Next, it will ask you to select the page you would like to pull previous events from. If you only manage one page, there will only be one option.

If you have numerous pages, use the drop-down menu to navigate the list until you find the desired page.

5. Once the page is selected, it will ask you which previous event you would like to pull the audience from. For this option, you can select one event, multiple events, or all previous events.

6. Once this is complete, we want to name the custom audience. For this, it is best to name the audience something that will quickly help you identify which audience is which.

For example, we selected “(name of the page) – all events audience” for our custom audience group.

7. Lastly, select “Create Audience” to create your audience

4. Creating a Custom Lookalike Audience

Once your audience is created, you will have the option of finding new users similar to your existing custom audience users or to move on to creating an ad with your custom audience.

To create a Lookalike Audience, Select the first option.

Creating Facebook Lookalike Audience

From here, Facebook will generate a few fields for you to complete:

Facebook lookalike fields
  1. Select your Lookalike Source. Because we just created our custom audience group, the list should automatically populate in the source field.
  2. Select your Audience Location. This field is also based off of your custom audience group. This should automatically populate as well. However, you can always change the location, narrow it down, or add numerous locations to target.
  3. Select Audience Size. For this option, we find it best to stick with a lower percentage if it is targeting enough people.

For example, our lookalike audience is 1% of our selected location who are based on the custom audience’s likes, dislikes, and intent on Facebook.

Once completed, select “Create Audience.”

5. Narrowing Down Your Audience

Once we have created the custom audience, it will need to be narrowed down to the exact people you want to target. You want to ensure that those in this group are the perfect fit for this event.

Facebook Custom audience

To do this…

  1. Be sure our new, custom audience list is in the “Custom Audience” field
  2. Add to or delete audience locations – for this case, we are targeting people for local events. So, we want to insert the city or zip code of the event and choose a range of miles away from the event from there. For this case, we will be selecting 20 miles
  3. Select your desired age range
  4. Select the gender of those you want to target
  5. Add languages if applicable to your event
  6. Select your detailed targeting credentials
  7. Save your audience
  8. Add it to your Adset

There you have it! You are now ready to publish your ad to bring in leads!

Want to learn more about Facebook Ads or Facebook Events? Let us know below!

By Devon
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