A Checklist For New Agency MAP Account

A Checklist For New Agency MAP Account (Onboarding)

When business is good, the marketing team tends to onboard many clients using the Enquire MAP platform. A simple checklist has been drafted to ensure the User the platform completely set up correctly:

1. Run through the account setup wizard to ensure the basics are setup.

• Set up all account information (Website URL is very important we suggest, in a separate tab, browse to the website, copy the url from the browser address bar and then paste it in the AD wizard)


• Ensure there is at least one employee in the account (the default sales person)

1. Set up the brand (including the email header image, logo, favicon). Refer to
   How to Set Up an Agency-Branded Leads/Report to Send to Clients
   

• 
  Header Image Size: 600x150


• 
  Logo size: 250x150 transparent background png


• 
  Favicon size 32x32

1. Add the tracking script to the website 
   Refer to Setting up the Tracking Script for the Community Website in Enquire MAP
   


2. Navigate to Administration > Account Settings > Integrations > Third Party Applications > Add Application to add/authorize Google Analytics
   Integrating Enquire MAP with Google Services
   


3. Navigate to Administration > Account Settings > Integrations > Social Media > Add Social Media to add/ authorize Social Media accounts 


4. Set up the CNAME Records. POlease connect wth Enquire MAP Support.


5. Set up the sales distribution list (account employees who will receive sales leads). Navigate to Administration > Account Settings > Add Employee to add the employee contacts to the Sales Distribution contact list
   Setting Up Sales Lead Notifications in Enquire MAP
   


6. Set up an Email Template (Assets-Email Template Library-New Email Template)


7. Integrate the web forms for the website 
   How to Embed a Form on the Company Website in Enquire MAP
   


8. Agency: Set up the lead notification brand navigating to Administration > Account Settings > Account Setup > Lead Notification Brand. This will ensure the lead notifications are using the agency brand.