Autoresponder and Email Automation Sequence How-To

Step 1: Set Up Your Automation Sequence  Most of the time, your CSM will do this, but it doesn’t hurt to know how to do it yourself.   When you enter your client’s ActiveCampaign account, click on the Automation tab on the left sidebar   Click the Create Automation > Start from Scratch (first option)  Select Submits a Form > Add Start (don’t worry about selecting a specific form) for the … Continued

Lunch and Learn Sign-Up Form

  Below is a link where you can submit a topic for a future Lunch and Learn topic. Please make sure each topic is relatable to the whole Q4Launch team.  Click below to submit a topic! Lunch & Learn Sign-Up Form

How to Create a “View in Browser” Link in an Email

For ActiveCampaign Go the email you’d like to update Insert a text box above the logo Type “view email in your browser” Or, whatever variation you’d like to use! Highlight “view email in your browser” Click “insert a link” and type in %WEBCOPY% Send a test message to yourself Right-click on view email in your … Continued

How to Conduct the Initial SEO R&R Call

The Initial SEO Report & Recommendations (R&R) is an external report sent to a new client during onboarding. It contains an overview of the client’s current SEO status as well as recommendations for improvement. The Initial R&R is discussed with a client via phone (the “Initial SEO R&R Call”) and then delivered in a follow-up … Continued

How to set up wildcard redirects using Redirection plugin

For New Every Threes moving from /BLOG/YYYY/MM to /BLOG Go to Tools > Redirection Set your source URL to: ^/blog/([0-9]{4})/([0-9]{2})/(?!page/)(.+)$ Set your target URL to: https://THE-DOMAIN.com/blog/$3 Set your group to Modified Posts Set the URL options /Regex drop-down to “regex” For example: For other wildcard redirects at the root-level so that any/all URls after the … Continued

Jira Best Practices for CSMs

General Jira Project Management Reminders If you have tasks in Jira you should review Jira each day to review any comments or flagged items Please come prepared to our weekly Dev Prio meeting knowing the status of your tasks and if any need to be escalated Jira tasks are ordered on the board in the order in … Continued

Transferring Organization ownership of a Google Account

On occasion, you may find that a new onboarding customer’s Analytics account is owned by a former marketing company. It’s important for your customer to own their data and we should help them recover Organization-level ownership. When reviewing Analytics, you’ll see an Organization Admin as indicated here with the key/person icon:   What you need … Continued

Things to know about VR PMS Systems

Barefoot Support Email support@barefoot.com Escapia Phone: 877-238-2287 Rates Rate changes that customers make in the PMS are processed overnight and available the next day. Streamline Go through https://partner.streamlinevrs.com/ Login in with the reports@ details in Keeper. If needed, we can leverage additional team members, and a manager to reach out on behalf of the Q4L … Continued

Postman Setup for CSMs

Download and install Postman. Where prompted, select the 64 bit option Skip sign-in and go straight to the program Click import Import the CSM file, which may be provided by Alex Adams or Ben Ollic. Links to use when troubleshooting: https://q4-hub.com/api/vacation-rentals/units/ https://q4-hub.com/api/vacation-rentals/units/UNIT_CODE/ https://q4-hub.com/api/vacation-rentals/units/UNIT_CODE/stay/START_DATE/END_DATE/