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Setting Up New Digital Marketing Clients

This wiki will walk you through how to set up the basic framework for your new digital marketing client.

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Create Your Social Media Logins Page

You can find template for login page here: https://docs.google.com/document/d/19zNlD8oaIBgLxSXBjL29hdcT5fKyerUPqdOujH7cNC0/edit 

Copy this Google document into your client's folder in Google Drive and rename it according to the instructions.

As you work through the following steps, be sure to add all profile URLs, usernames, and passwords to the social media logins page you created.

Create Your Social Media Email Address For That Client/Project

Go to gmail.com, log out of your account, select more options, create account.

When creating an account: clientname.omg@gmail account

  • Be sure to add the email and password to your login page (above). For a password, use "Monster" and the zip code of the client. So, for example, OMG's would be "Monster68135"
  • Use this gmail account to set up all social media accounts.

Setting Up Social Media Business Pages

Let graphic design know which networks the Client will be set up on so they know which size banners to create. The social media profile image should be the same size for all networks.

Facebook Business Page

Tutorial - https://www.facebook.com/business/learn/set-up-facebook-page

If your client already has a Facebook business page set up:

  1. Send “Sally Roberta” a friend request
  2. Make Sally an admin on business page
  3. Add branded profile image & banner image
  4. Read through “About Us” pieces and make sure it’s current and on-brand

If there is no business page already set up:

  1. Log into Facebook under the "Sally Roberta" OMG Admin account.
  2. On the right hand dropdown menu, click on "Create Page."
  3. Name the page with your CLIENT's name.
  4. Set up branded profile image and banner image.
  5. Go through the About Us sections and make sure to fill everything in as completely as possible for location search and keywords

Twitter Business Profile

Tutorial - https://business.twitter.com/en/basics/create-a-twitter-business-profile.html

If client already has a Twitter business profile set up:

  1. Request login information
  2. Add branded profile image & banner image
  3. Check with client first to change email address on account to the social media email you set up.
  4. Read through “About Us” pieces and make sure it’s current and on-brand

If there is no Twitter business profile already set up:

  1. Use gmail account to set up new account
  2. Set up branded profile image and banner image
  3. Go through the About Us sections and make sure to fill everything in as completely as possible for location search and keywords

Google+ Business Profile

Tutorial - https://blog.hubspot.com/blog/tabid/6307/bid/28624/how-to-create-a-google-business-page-in-5-simple-steps.aspx

If your client already has a Google+ Business Profile set up:

  1. Request login information & go in and add the social media email address to the users for the account.
  2. Add branded profile image & banner image
  3. Read through “About Us” pieces and make sure it’s current and on-brand

If there is no Google+ business profile already set up:

  1. Use gmail account to set up new account
  2. Set up branded profile image and banner image
  3. Go through the About Us sections and make sure to fill everything in as completely as possible for location search and keywords

Instagram Business Account

Tutorial - https://business.instagram.com/getting-started

If your client already has an Instagram business page set up:

  1. Request login information
  2. Add branded profile image (no banner image on IG)
  3. Check with client first to change email address on account to the social media email you set up.
  4. Read through “About Us” pieces and make sure it’s current and on-brand
  5. Log back into Facebook at this point and make sure the FB business page has access to the Instagram business page.

If there is no business page already set up:

  1. Use gmail account to set up new account
  2. Set up branded profile image (no banner image on IG)
  3. Go through the About Us sections and make sure to fill everything in as completely as possible for location search and keywords
  4. Log back into Facebook at this point and make sure the FB business page has access to the Instagram business page.

LinkedIn Business Page

Tutorial - https://www.linkedin.com/help/linkedin/answer/710/creating-a-linkedin-company-page?lang=en

If client already has a LinkedIn business page set up:

  1. Send “Sally Roberta” a friend request
  2. Sally needs to go in and like/follow the page
  3. Make Sally an admin on business page
  4. Add branded profile image & banner image
  5. Read through “About Us” pieces and make sure it’s current and on-brand

If there is no business page already set up:

  1. Request client’s LinkedIn login to set up the Company page. (You must have direct access / prove you’re with the company to set up a company page or it will be flagged with LinkedIn.)
  2. Sally then needs to go in and like/follow the page.
  3. Make Sally an admin on business page.
  4. Let client know you’re done using their profile once Sally’s an admin. You can do all following steps and manage the page through her profile.
  5. Set up branded profile image and banner image
  6. Go through the About Us sections and make sure to fill everything in as completely as possible for location search and keywords

Quora Page (for posting blogs)

We post blog posts to Quora for SEO reasons. We’ve never had to take over a client’s account - only set up new ones. This is ONLY done for clients with blogs.

Steps:

  1. Navigate to Quora.com.
  2. Click on “Continue With Google.” Use the gmail account you set up to set up the Quora account.
  3. You will be taken through a setup process of choosing some other topics and sub-topics. Navigate through this with topics as
  4. Set up branded profile image (No banner image on Quora).
  5. Go through the About Us sections and make sure to fill everything in as completely as possible for location search and keywords.

Setting Up New Digital Marketing Client In Monstrous.Digital

Adding A New User Into Monstrous

Navigate to: http://app.monstrous.digital

Login: monstrous

PW: sendible

Go to the gear in the upper right corner  and select "Users" from the dropdown menu.

Then select “New User.” You will then get a popup window like the one below.

Fill this in following these instructions:

  • Name or company: CLIENT NAME
  • Email: THE EMAIL YOU SET UP FOR SOCIAL MEDIA
  • Phone number: this can be left blank
  • Username: This can be the client's name with no spaces. If they have an exceptionally long name, shorten it, but note it on the social media logins page you created.
  • Password: sendible (this should always be sendible - no exceptions!)
  • Permissions: Unless otherwise noted, this should always stay as "Default."

After you've filled in the Credentials tab, click on "Account" on the left-hand side of the window.

On this tab, select Client at the top, not Team Member or Admin.

In the "Managed By" dropdown box, select Monstrous.Digital.

Nothing else on this tab needs to be touched. And nothing needs to be touched/changed on "Workflow" or "Other" either.

Click on Create User to finish setting up the account. Make sure to capture the newly-created username on your Social Media Logins page.

Once you've done this and you see the new client added into the Users list, log out of the main Monstrous account and log into the newly-created client account. If for some reason you run into an issue with logging in, log back into the main Monstrous account (monstrous / sendible) and update the password again to "sendible." Then try logging in as the Client again.

Adding Services To Your New User Account

Once you're logged in as the Client, it's time to add in social networks to their account.

On the top toolbar, hover over Services and select "Add Services" from the dropdown that appears.

Depending on which accounts you’ve set up, you can now add them in here.

You will be automatically on the “Popular” Services page in Monstrous. Chances are, you’ll be using these tiles only. If you need to find others, you can navigate through the options on the right-hand side of the screen.

Please note that Pinterest is no longer supported by Monstrous.Digital/Sendible (because it’s no longer considered a “social networking site”) so those are considered manual posts.

Also, any Instagram accounts will need to be switched to business profiles, then pulled into the FB page for that client in order to do posting through Monstrous.

To Set Up A Facebook Business Page In Monstrous

Click on “Add” on the Facebook tile. Select “Facebook Fan Page” from the popup window.

In the new popup window that appears, please enter the following:

All Facebook pages are managed by the Sally Roberta FB profile, which is already pulled into Monstrous, so in the Facebook page dropdown, select the page for the Client you’re setting up. This will automatically re-name the Description to the title for that page.

Under Automatically generate link preview, select yes.

Keep “Post as full-sized image” and “Receive alerts for new activity” as they are.

Click on “Save Settings.”

To Set Up A Twitter Business Account In Monstrous

Click on “Add” on the Twitter tile under “Add Services.” Then select “Setup” on the top “Twitter” option.

You will then be prompted to Authorize Social Media Publisher to use your Twitter account. Log into Twitter in this window.

After entering your username and password, you’ll be directed to a screen like this:

The username will automatically be populated in based on the account information. Select “Post with images” in the dropdown for “How link previews should be posted” and leave “Priority Inbox Only” for the “Receive alerts for new activity” line. Click on Save Settings at the bottom.

Twitter is now set up!

To set up an Instagram business account in Monstrous

Click on “Add” on the Instagram tile under “Add Services.” Then select “Setup” on the 2nd option - “Instagram Business Profile (Beta)” in the popup window.

In the popup window that appears, you’ll select the Instagram Business Profile from the dropdown menu. This list is pulled from Sally Roberta’s Facebook account, so remember to set up the Instagram linked account through there first. Once you select the Instagram Business Profile from the dropdown menu, it will automatically re-populate the Description field with the Instagram Profile’s name. No need to change it manually.

Click on Save Settings.

Instagram is now set up for posting and reporting!

To set up a LinkedIn business account in Monstrous

Click on “Add” on the LinkedIn tile under “Add Services.” Then select “Setup” on the 2nd option - “LinkedIn Company Page” in the popup window.

In this popup window, select the company page and choosing that LinkedIn page will automatically re-populate the “Description” and “LinkedIn Profile” sections (1st and 3rd sections). Leave the “Geotargeting (Beta)” and “Receive alerts” sections as they are here.

Click on Save Settings.

LinkedIn is now set up for posting to the business page!

To set up a Google+ business account in Monstrous

Click on “Add” on the Google+ tile under “Add Services.” The popup here will be a Google popup window. Select the email address you set up and log in that way. You will have to give permission for monstrous.digital to view/manage/administer the page, so click on Allow.

Then in this popup window, select the Google+ page to manage. This will re-populate the Description and User Screen Name fields.

Change “Use Google’s link preview” to “Yes” in the dropdown menu.

Stream Type, Post all images as separate posts, and Receive alerts for new activity should all remain on the default settings.

Click on Save Settings.

Google+ is now set up for posting and reporting!

In order to shorten links through Monstrous.Digital, OMG uses Goo.gl. However, bit.ly is the default shortener and is glitchy. We need to change this manually. This can be done after setting up the client and either before/after setting up the services in Monstrous.

So, when you are logged in as the Client… Click on the gear in the upper right-hand corner.

Select “Preferences” in the dropdown menu.

On the right-hand navigation that appears, click on Publishing Preferences.

In the Default URL shortener, select “goo.gl” in the dropdown menu.

Enter the OMG Google API key - AIzaSyBIhSzE4oi1G0Ua1flZZoGlsDBHG3l5ZKo

Click Save.

Now your links on your social media posts will automatically be shortened.