Client Setup Page
Everything you need to know about getting started with Digital Express.
The first thing we need to do is get you setup with our digital program.
While we will attempt to do as much as we can to make the setup process easy for you, there are a few things we need your help with in order to get started.
Below are several sections with different topics and step numbers.
Please move through these steps in sequence.
Step 1: Onboarding Forms
Depending on which Digital Express Package(s) you have chosen, please fill out the corresponding online Onboarding Form for either (or both) Google and/or Social Media. These forms are vital in helping kick start the setup process.
There is one form for each corresponding package. Please allow at least 5-15 minutes to complete each form. We apologize for the length of these forms; however, completing these forms eliminates the need to communicate directly about every little detail, and saves EVERYONE, including you, valuable time!
Click the links below to begin the form(s). If you are doing both Google and Social Media Packages, please return to this page to complete the next form. Please only complete forms for the package(s) you have chosen.
When you have received the email asking you to return to these instructions, please only complete the following steps that are relevant to the package(s) you have chosen.
Step 2: Google Admin Instructions
If your GMB Listing HAS been claimed, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.
We’ll receive a notification that you have completed this step and start working on your listing!
These steps have been divided up by the different social media channels, and include the desktop computer instructions only. If you are using a phone or tablet, the steps may vary slightly.
Step 3a: Facebook Admin Instructions
If your Facebook Business page HAS NOT been created, you can skip this step and we will create it for you. However, we may need your help in order to verify your page once we create it. If needed, you will receive an email notifying you of the next steps we will need to take.
If your Facebook Business page HAS been created, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.
We’ll receive a notification that you have completed this step and start working on your page!
Step 3b: Instagram Admin Instructions
If your Instagram Business page HAS NOT been created, you can skip this step and we will create it for you. However, we may need your help in order to verify your page once we create it. If needed, you will receive an email notifying you of the next steps we will need to take.
If your Instagram Business page HAS been created, follow the steps below to grant Digital Express administrative access.
Note, that if your Facebook and Instagram accounts are synced within Business Manager, we should be able to access your Instagram account that way.
Please note that we will keep any information you provide confidential.
Step 3c: LinkedIn Admin Instructions
If your LinkedIn Business page HAS NOT been created, you can skip this step and we will create it for you. However, we may need your help in order to verify your page once we create it. If needed, you will receive an email notifying you of the next steps we will need to take.
If your LinkedIn Business page HAS been created, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.
STEP 1:
STEP 2:
We’ll receive a notification that you have completed this step and start working on your page!
Step 3d: Pinterest Admin Instructions
If your Pinterest Business page HAS NOT been claimed, you can skip this step and we will claim it for you. However, we may need your help in order to verify your page once we claim it. If needed, you will receive an email notifying you of the next steps we will need to take.
If your Pinterest Business page HAS been claimed, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.
We’ll receive a notification that you have completed this step and start working on your page!
Step 3e: Twitter Admin Instructions
Note: Twitter does not have specific personal or business pages. However, you are allowed to manage/own multiple accounts.
If your Twitter account HAS NOT been claimed, you can skip this step and we will claim it for you. However, we may need your help in order to verify your page once we claim it. If needed, you will receive an email notifying you of the next steps we will need to take.
If your Twitter account HAS been claimed, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.
We’ll receive a notification that you have completed this step and start working on your page!
After we have been granted administrative access, please allow up to 2 weeks for full setup completion. We’ll be working behind the scenes to claim/create and optimize your listing(s) and/or social media channels, making sure:
Your listing(s) and/or social media channels have all of the correct information.
Your listing(s) and/or social media channels are optimized in a way to get you maximum visibility on Google and across the internet.
We will send you an email requesting that you approve your logos, cover photos, posts and/or ads, as well as to review how your listing(s) and/or social media channels looks.*
Please note that the sooner these are approved, the sooner we can complete your listing(s) and/or social media channels!
Once your images and posts and/or ads are approved, we will send you an email to confirm your setup has been completed. This email will also include login information to ALL your accounts.
We want you to be able to access everything!
Google Review Strategy & Best Practices
As part of our Google Basic Package, you have the option to have us respond to up to (5) Google reviews per month, once a month. We will use a variation of some of the examples that we provided you. If you have opted out of responses from our team and would prefer to manage yourself or in-house, that is perfectly fine. Even if we are responding to some reviews for you, it is still a good idea to examine the reviews you are getting and respond to some yourself.
Please read our Google Review Best Practices below for tips on how best to receive and respond to reviews!
Social Media Best Practices
As part of the Social Media Basic Package, we will post to your 3 social media channels of choice 3 times during our in home month. However, it is still a good idea, and we most definitely encourage you, to continue to post to your channels yourself. This will add to the personalization of your channel.
Please read our Social Media Best Practices below for tips on how best to manage and post to your social media channels!
These steps have been divided up by the different social media channels, and include the desktop computer instructions only (unless otherwise noted). If you are using a phone or tablet, the steps may vary slightly.
Google Reports
Google’s native reporting platform is called Google Insights. Follow the steps below to see how your Google My Business Listing is performing! Click the images to enlarge.
There are several charts and graphs on this page, but let’s just focus on three main ones.
REMEMBER: an organic SEO strategy takes time, but it’s essential to the health of your business. It’s important to stick to a specific strategy. Don’t forget about reviews! If you want to be more targeted and aggressive with your search results, talk to us about our Google Turbo Package and Google Ads. To properly gauge your organic results, compare quarter over quarter, keeping seasonality in mind.
QUICK TIP: It can be tempting to search keywords to find how your business is ranking. Google’s algorithm is designed to show searchers the most relevant results. If you are already inside your business, or search your business over and over, Google is likely to show you other listings, so utilizing Google’s Insights tool is the best way to track progress.
ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Google Insights.
Facebook Reports
Facebook’s native reporting platform is called Facebook Insights. Follow the steps below to see how your Facebook posts are performing! Click the images to enlarge.
The Overview consists of numerous reports, but let’s focus on just a few of them.
ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Facebook Insights.
Instagram Reports
Instagram’s native reporting platform is called Instagram Insights. Follow the steps below to see how your Instagram posts are performing! Click the images to enlarge.
ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Instagram Insights.
LinkedIn Reports
LinkedIn’s native reporting platform is called LinkedIn Analytics. Follow the steps below to see how your LinkedIn posts are performing! Click the images to enlarge.
Analytics are split into 3 main sections. We will review some of those analytics below.
To access a section click the ANALYTICS menu at the top of your business page and choose an option.
ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from LinkedIn Analytics.
Pinterest Reports
Pinterest’s native reporting platform is called Pinterest Analytics. Follow the steps below to see how your Pinterest posts are performing! Click the images to enlarge.
There are numerous ways you can view data from the Analytics section; however, we will just go over some basic metrics.
ADDITIONAL HELP: For more instructions, click HERE to view a good article explaining more features from Pinterest Analytics.
Twitter Reports
Instructions coming soon.