Zoho Onboarding QuestionsMarketing Credentials Step 1 of 234%Name* First Last Email* Please use the same email address on all forms or you may receive multiple welcome letters.tagDo you have a CRM?YesNoWhich one?Login URLUsernamePasswordCredentials are required for any integrationsPlease provide credentials to your website. If someone manages this for you, please click the checkbox at the bottom. We use this to swap out forms or connecting to your existing forms and to set up visitor tracking on your website. Please provide your...Website Admin Login URLWebsite Admin UsernameWebsite Admin PasswordI have someone who manages my website I have someone who manages my websiteName of person who manages your websiteEmail address of person who manages your websiteWhat email address will you use to send your marketing emails?This will be your marketing email. It is recommended this is an actual person, or a made up person, but not a generic address([email protected], [email protected], [email protected]) or your company name. If you use an owner's name or the face of the company that is recognizable to your contacts, this is best, but otherwise a persons name will work. If it looks like it came from a real person, it gets a better open rate. Replies to this address should also be monitored but keep in mind, when an email goes out, there will be a lot of out of office responses so you probably don't want this going into someones personal inbox.What is this person's name?Do you use GSuite for hosting your email?YesNoDo you, or do you have someone, who knows how to create additional email addresses in your email host if required?YesNoDo you have a different domain for your marketing emails separate from your primary domain?YesNo, I understand the risks and I'll use my primary domainNo, help me find a new domainWe recommend you use a different domain for your marketing emails because no matter how scrupulous you are to make sure you're doing everything correct, it only takes a few people clicking the SPAM button for your domain to be downgraded and have your emails end up in SPAM. Having a different domain for marketing purposes protects your primary domain so it will still get to their inbox.We will use this to setup your new domain, either as a new inbox or we can make it an alias of your existing account.Google email addressGoogle passwordPlease purchase a new domain in your domain registrar then we will set this up for you. The best domain to get is the .co version of your domain. For instance, our domain is thedatabasediva.com and we use thedatabasediva.co for our marketing domain. The recipient does not notice the difference so there is no confusion. Do not get a .news or .email domain. These are SPAM indicators.Please provide credentials to your domain registrar. This is where you bought your domain, i.e. GoDaddy. We will use this to authenticate your marketing email address for better deliverability.Who hosts your domain? i.e. GoDaddyDomain Host UsernameDomain Host PasswordWhat is your new domain?I have someone who manages my domain I have someone who manages my domainsName of person who manages your domainEmail address of person who manages your domainDo you have a shopping cart?YesNoWhich one?WooCommerceShopifyWixShopping Cart Login URLShopping Cart UsernameShopping Cart PasswordDo you have an online calendar scheduling program?YesNoDo you need a scheduling program?YesNoWhich one?CalendlyAcuityScheduleOnceAppointletCalendar UsernameCalendar PasswordDo you have online meeting software?YesNoWhich one?ZoomGoToMeetingWebexEverwebinarMeeting Software UsernameMeeting Software PasswordPlease enter internal contacts to receive your marketing messages (for ex., staff who may not be listed on your database)NameEmail These names will be come your "seed list" and will be added to every email campaign.Additional applications containing contacts to importName of ApplicationLogin URL of ApplicationUsernamePasswordApproximate quantity Please add any additional applications that contain contacts that you wish to import. You may click the + sign to the right of the fields to add additional applications. Add as many as you have. Leave blank if you do not have any.Additional Apps you own that we may need access to (ie., ClickFunnels, Leadpages, OptinMoster)Software/App NameLogin URLUsernamePassword Add additional apps by clicking the + sign at the end of the row.LinkedIn UsernameLinkedIn PasswordFacebook UsernameFacebook PasswordTwitter UsernameTwitter PasswordInstagram UsernameInstagram PasswordInvite me to your Google Analytics dashboard (or let me know if you HAVEN'T set this up yet) with this email: [email protected] Instructions here.Thank you! Please Submit below. This iframe contains the logic required to handle Ajax powered Gravity Forms.
