Client Setup Page

Everything you need to know about getting started with Digital Express.

Digital Express and our digital partner are looking forward to working with you to build your digital presence!

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. Click each heading to toggle between the steps. Please move through these steps in sequence.

Step 1: Onboarding Form

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 10-20 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.

We’ll receive a notice once you have completed the Onboarding Form(s), but we will need to do a few things on our end before you complete the next steps.

We’ll send you an email as soon as we’re ready for you to return to this page and continue on to the next steps, which primarily include you granting us administrative access to your listing and/or pages/accounts.

  PLEASE DO NOT CONTINUE ONTO THE FOLLOWING STEPS UNTIL YOU HAVE COMPLETED THE ONBOARDING FORM(S) AND HAVE RECEIVED AN EMAIL INSTRUCTING YOU TO DO SO! 

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 Google My Business (GMB) Listing HAS NOT been claimed, you can skip this step and we will claim it for you. However, we will need your help in order to verify your listing once we claim it. If needed, you will receive an email notifying you of the next steps we will need to take.

If your GMB Listing HAS been claimed, follow the steps below to grant Digital Express administrative access. Click the images to enlarge.

  1. Navigate to your Google My Business account. (Clicking the link will open a new browser window and take you directly to a GMB sign in page. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the Gmail account that manages the listing.
  3. Click on the BOLDED LISTING (your listing) name.
  4. Click on USERS in the bottom left hand corner.
  5. Click on the ADD PEOPLE icon in the top right hand corner of the pop up screen.
  6. In the Enter names or email addresses field, type in “digital@mcmcouponexpress.com” and select MANAGER from the drop down menu, then click INVITE.

We’ll receive a notification that you have completed this step and start working on your listing!

SOCIAL MEDIA INSTRUCTIONS:

If you have chosen our Social Media Basic and/or Turbo Package(s), and the social media channels you have chosen HAVE NOT been created, you can skip this step! We will create them for you! If needed, you will receive an email notifying you of the next steps we will need to take.

If your social media channels of choice HAVE been created, follow the steps below (Steps 3a-3e corresponding to your channels of choice) to grant Digital Express administrative access.

Click each heading to toggle between the steps.

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.

  1. Navigate to your Facebook Business page. (Clicking the link will open a new browser window and take you directly to a Facebook sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. Click SETTINGS (Image 3a below) from the top right hand corner. Note: if you have “upgraded” to the New Facebook, this step will vary slightly: click PAGE SETTINGS (Image 3b below) in the bottom left hand corner. All other steps are similar.

  4. Click PAGE ROLES on the left hand side.
  5. Click ASSIGN A NEW PAGE ROLE.
  6. In the Type a name or email field, type “Jen Hill,” click on that name and select ADMIN from the drop down menu. Then click ADD. Please make sure you select “Jen Hill” (the one with Jen kissing her cat!) and NOT “Jennifer Massey Hill.” Facebook only allows “people” and not “business” pages to become admins, so Jen created a separate person page for Digital Express Facebook admins. We apologize for any confusion.
  7. You will need to retype your password in the next box that comes up. The click SUBMIT.

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.

  1. At this time, Instagram does not allow different page admins.
  2. Please send your username and password via email to digital@mcmcouponexpress.com.

Note, that if your Facebook and Instagram account 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.

Please note that there are TWO separate steps to these instructions! We apologize for the inconvenience; it’s just how LinkedIn operates!

STEP 1:

  1. Navigate to your LinkedIn account. (Clicking the link will open a new browser window and take you directly to a LinkedIn sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. In the top search bar, type “MCM Jen Hill” and select the page from the drop down options. (It will be the one with the Digital Express logo!)
  4. Click the CONNECT button and in the window that pops up, select DONE.
At this point, Jen will need to accept your connection. We will send you an email when the connection is complete, and you can return to these instructions for the next step.

STEP 2:

  1. Return to your LinkedIn account.
  2. From the left hand navigation pane, click on the business page you manage/own, or click the down arrow under your profile picture (in the menu at the top right) and select the business page from the drop down menu.
  3. Click ADMIN TOOLS in the top right and click MANAGE ADMINS.
  4. In the Add new admin by name field, type “MCM Jen Hill” and select the page from the drop down options. Then click SAVE CHANGES.

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.

  1. Navigate to your Pinterest Business page. (Clicking the link will open a new browser window and take you directly to a Pinterest sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. Click ADS in the top left menu, and from the drop down menu, select OVERVIEW.
  4. Click VIEWING: [YOUR BUSINESS NAME] in the top left menu (will appear next to ADS), and from the drop down menu, select VIEW ACCOUNT SETTINGS.
  5. Click ADD PEOPLE.
  6. In the Search by email or username and press enter field, type “MCM Digital Express” and press then Enter key on your keyboard. (Our profile pic and name should appear.)
  7. Under Assign permissions, click the switch on the left of ADMIN and then click ADD TO ACCOUNT.

We’ll receive a notification that you have completed this step and start working on your page!

Step 3e: Twitter Admin Instructions

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WHAT’S NEXT?

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!

*In order to streamline the approval/changes process, we ask that you review EVERYTHING in one setting and send ALL changes back in one email. Our digital partner has requested that we limit changes to ONE TIME CHANGES ONLY. Thank you for understanding.

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 & SOCIAL MEDIA BEST PRACTICES

We’re so excited to be helping you with your digital advertising! However, there are still some things you may need to know or may be helpful for you do to yourself to strength your online presence even more.

Click each heading to toggle between our Google & Social Media Best Practices.

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’ve opted out of responses from our team and would prefer to manage yourself or in-house, that is perfectly fine. We have provided our Google Review Best Practices below.

Google Review Best Practices

Understanding the value of Google reviews.

Google reviews are very important to the future of your business for a variety of reasons. If someone is considering doing business with you,

there is a good chance they will check out your online reputation. If they are trying to choose between you and a competitor and are

comparing reputations online, you want to make sure you have a good rating.

Proactively use and share your Google review link with your customers & be creative.

You can hyperlink within your email signature, or send out a request after you do business with someone. You could also create a simple

step-by-step guide to distribute after you do business with someone.

Just ask!

Generally people are happy to leave a review if you ask them to. Being proactive will go along way. If you don’t proactively ask, many

businesses only end up getting reviews if someone is really mad, or they are overly happy. It can end up not being reflective of the actual

reputation of your business. Did you know that character reviews are a thing too? A review can be left based on the interaction someone had

with you or an employee, so encourage them to ask also!

Negative reviews do happen.

Negative reviews happen, even to really great businesses. It’s easy to feel defensive or want to argue your case publically, but it’s important

to put some thought into how you respond. If you can reach out to the reviewer directly to try and work it out, that would be recommended. If

the review violates Google’s terms of service, it can be flagged, and they will do a manual review. If you do respond, respond with the

understanding that it will be public. Stay positive and solutions-oriented. Being intentional about reviews before you get a negative review is

important so that your overall rating will not be impacted as drastically.

Make sure to respond to both positive and negative reviews.

Not only is it polite to respond to someone that took the time to leave you a review and address them by name, it shows searchers that are

considering doing business with you that you are actively involved in the reputation of your business. Responding also supports your SEO

value.

Social Media Best Practices

Say something about this.

Social Media Best Practices

Put something here!

ACCESSING YOUR REPORTS

You want to know how your listing(s) and/or social media channel pages are doing. So do we! We will be monitoring your listing(s) and/or pages; however, it is important that you also know how to access these reports.

Click each heading to toggle between the instructions corresponding to the package(s) you have chosen.

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.

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.

  1. Navigate to your Google My Business account. (Clicking the link will open a new browser window and take you directly to a GMB sign in page. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the Gmail account that manages the listing.
  3. Click on the BOLDED LISTING (your listing) name.
  4. On the left hand side, click INSIGHTS.

There are several charts and graphs on this page, but let’s just focus on three main ones.

  • First, filter the results by quarter. It’s always best to view data based on longer time periods in digital advertising, as it is not considered a “direct response” medium like your Coupon Express mailing.
  • The results are always defaulted to “1 month.” To change the results, click on “1 month” on the left under the section’s header and select 1 QUARTER from the drop down menu.
  1. How customers search for your business: This metric separates those who already know who you are and those searching for keywords based on goods or services that you offer.
    • Filter the results by quarter.
    • Direct (the green section): when someone finds your listing by searching your business name.
    • Discovery (the blue section): when someone finds your listing by searching for a category, product or service you offer.
    • Branded (the yellow section): when someone finds your listing searching for a brand related to your business.
  2. Queries used to find your business: This metric shows the keywords that people searched and your listing came up as a result.
    • Filter the results by quarter.
    • These queries should help you create better Posts with Google and even Ads to engage your customers.
  3. Customer actions: This metric shows how customers behave after they found your listing.
    • Filter the results by quarter.
    • The graph shows how many customers completed various types of actions when viewing your listing.
    • You can toggle the different filters on and off by clicking on the to the right of the graph.

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.

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.

  1. Navigate to your Facebook Business page. (Clicking the link will open a new browser window and take you directly to a Facebook sign in page or directly to your account if you are signed in already on your computer. Be sure to browse back and forth between the windows to follow the rest of the steps.)
  2. Make sure that you are signed into the account that manages the page. This will more than likely be your personal account.
  3. Click INSIGHTS (Image 3a below) from the top middle menu. Note: if you have “upgraded” to the New Facebook, this step will vary slightly: click INSIGHTS (Image 3b below) from the left hand menu. All other steps are similar.
  4. You’ll be taken straight to your Overview, which you can access again at any time by clicking OVERVIEW in the left hand menu.

There are several charts and graphs on this page, but let’s just focus on three main ones.

  • First, filter the results by quarter. It’s always best to view data based on longer time periods in digital advertising, as it is not considered a “direct response” medium like your Coupon Express mailing.
  • The results are always defaulted to “1 month.” To change the results, click on “1 month” on the left under the section’s header and select 1 QUARTER from the drop down menu.
  1. How customers search for your business: This metric separates those who already know who you are and those searching for keywords based on goods or services that you offer.
    • Filter the results by quarter.
    • Direct (the green section): when someone finds your listing by searching your business name.
    • Discovery (the blue section): when someone finds your listing by searching for a category, product or service you offer.
    • Branded (the yellow section): when someone finds your listing searching for a brand related to your business.
  2. Queries used to find your business: This metric shows the keywords that people searched and your listing came up as a result.
    • Filter the results by quarter.
    • These queries should help you create better Posts with Google and even Ads to engage your customers.
  3. Customer actions: This metric shows how customers behave after they found your listing.
    • Filter the results by quarter.
    • The graph shows how many customers completed various types of actions when viewing your listing.
    • You can toggle the different filters on and off by clicking on the to the right of the graph.

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.

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