AMP (Advanced Marketing Platform) & CallRail Setup

STEP 1: CREATE TRACKING # PROFILE IN NESTHUB

1. Sign into CallRail using the pmw.webmaster@kohva.com email. Once logged in, go to the KL square in the upper left hand corner --> Account Settings --> All Companies (on the left-hand-side).

   

2. Click the button for "Create Company" and add the client's information.

   
3. The next screen is going to ask you to add Jonathan Ewen with email pmw.webmaster@kohva.com as a user. Proceed forward by clicking "Create Company".

4. You will need to make sure you are now in the company profile under "Tracking" and click "Create Number".

   

5. You will need to make sure you are now in the company profile under "Tracking" and click "Create Number".

   

6. When choosing where to display, select "Somewhere Else" since we will have the number on the website and printed postcards too.

   

7. Scroll to the bottom and select "Print Ad".

8. Select a number from "Number local to ..." If none are listed, there, go to "Number in a specific area code" to attempt to get a number from there. If none are listed there, go ahead and Google as an example "Area codes in [city name]" to try to find one that is as close to the location they are servicing. Also, name the number "AMP Website Call".

   

9. Make sure the Number Routing is set to go to the correct phone number & ensure the boxes are checked for both Call Recording and Whisper Message then click "Activate Tracking Number".

   
10. On the next screen click "See Active Numbers".

11. You should now be back to the main screen where you can go over to the "Integrations Tab".

    

12. Under Integrations, find the one for Webhooks.

    

13. Once in Webhooks, we will now need to go into Nesthub to set up the necessary items and grab the URL we will need to enter in for webhooks. Go into the backend of your website and go to Marketing --> Tracking Number Profiles --> Add Profile

    

14. Set up the necessary form fields adding the Client's Company Name, Tracking Number, the Client's Email. The slug will be auto generated. Ensure there is not a city name in the slug or AMP in general will not work properly. **MAKE SURE THERE ARE NO SPECIAL CHARACTERS, NUMBERS ONLY. Don't click "save changes" yet.

    

15. Copy the CallRail Webhook URL and go back into the CallRail Integrations. Paste that Webhook URL into the "Post-Call" form field. Scroll to the bottom and click "Update".

    

16. Now we can go back into Nesthub and Click "Save Changes". Your tracking number is now set up and we will now need to tie it to an AMP profile which we will set up next.

    
17. Before creating your RA Profile, now that the number is set up, you will need to call the tracking number using *67 so the client doesn't have your phone number and let it ring at least once. Then hang up. Make sure that within about 15 minutes, the call populates into nesthub under Marketing --> Phone Calls.
18. **THERE ARE ADDITIONAL STEPS TO CONNECT TO GA4 AND TAG MANAGER IF YOU ARE SETTING UP TRACKING / GOOGLE ADS.

STEP 2: CREATE RA PROFILE

AMP Video Walkthrough

1. Go to Marketing --> RA Profiles --> Add Profile

   

2. Ensure all client information is filled out

   • **The logo URL can only be a jpg or png file type. Anything else will break the entire analysis system and it will not work. Logo cannot be white either -- if client only has a white one, we will need to put it in Photoshop to update teh color.
   • Make sure Tracking Number & RA profile slugs are the same (better for organization)
   • Make sure to select the correct Tracking Number profile from the list (set up in step 1)
   • If the company has a number in their name, please spell out the number for the slug
   • If the company has their market-1 city in their name, please abbreviate on their slug or it will get replaced and won't work on secondary landing pages
   • **If a client does not want the AMP reports to be sent out automatically, please check the box for "Is Requestor Lead Suppressed". This will be an extremely rare thing, so only do this if the client requested it.
   • Always check the box on for postcard generation unless for some reason someone specifically requested not to have them sent out. This has only ever happened once so 99.9% of the time, please make sure the box is checked for postcards.
   
3. Set Up the Postcard & Save Changes
   • If client is NOT doing a custom postcard, please refer to here: NON-Custom Postcard
   • If client is doing a custom postcard, please refer to here: Custom Postcard
   • Ensure postcard is working properly after saving the RA setup by clicking
   
4. Open up the site in Atom and we will need to place the code from here into some of the files.
   • Add Google maps script to both amp/services template & services step 2 template right above closing body tag (if using services-step-2 code here, the google map may already there, so just double check you're not adding it twice)
     • On newer templates, such as the Onyx, this maps script may already be added conditionally to the footer using liquid:

       Newer sites what it will look like:

       

       What it will look like if you needed to add it to an older site:

       

   • Update AMP Phone number code (if needed) & update with the Tracking # Profile slug in snippets as needed -- will likely NOT need to be updated in the contact snippet if it's a newer site.
     • Some will need to be updated depending on the site age in services-step-2 code from Ex. {snippet name='contact' type='phone' amp='true'} changed to {snippet name=“amp-phone”}
   • On Newer Sites Only -- Update the slug in company-name snippet here on newer sites:
     

   • Add / Update AMP Step-1 Form code to amp-pm/services template (or on newer templates in the residential-services snippet) & update RA Profile slug within the data-name="slug-name"

     Here is an example of what it might look like amongst the #secondary-banner on a new site. Notice the slug is set up to pull in a snippet. You will need to go into the "company-name" snippet on newer sites to update the slug there and it should populate across all slugs, but please double check just in case:

     

     Here is an example of what it might look like amongst the #secondary-banner on an older site:

     
     • Make sure to update data-success-url to have full live URL & goes to /services-step-2 for the step-1 form field (ex. data-success-url="https://www.propertymanagerwebsites.com/services-step-2")
     • Please also check if they have AMP / free rental analysis sections in the body of the page or on any other pages and update the code with the amp__form div there as well (reminder: if they have amp on other pages, you will need to add the google maps script to that page template or it won’t work)

   • Add code to /services-step-2 page using new design & update slug (slug needs update in 2 locations)

     Locations to update data-name (if the site is newer, possible the slug was already handled in the company-name snippet):
     • Make sure to update data-success-url to have full live URL & goes to /amp-success (ex. data-success-url="https://www.propertymanagerwebsites.com/amp-success")
       • Create /amp-success page if needed by copying just their regular /success page

     • Make sure “Contact Us” button at the bottom of the page has correct snippet format to link properly to services page

       Older Sites:

       

       Newer Sites:

       
   • Add CSS for both Step 1 & Step 2 to styles.css
   • Test the AMP using your company email
     • Make sure everything shows up as expected
     • Make sure it is responsive
     • Make sure phone number updates correctly & is clickable
     • Make sure a report is generated properly in RA Requests in Nesthub and does not say “Failed”
       • If report generates or fails, you should receive an email stating one or the other happened. If you receive no email, it is most likely that your setup is incorrect.
     • What it should look like if the Report generated successfully under Marketing --> RA Requests --> Click on a Submission. A link to a PDF should have been generated, it should show "Success" and you also should have received an email with the Rental Analysis report. If it shows failed, that means there could be something wrong with the setup, or an address was used with not enough data.
     
   • AS ALWAYS, make sure to send out any information via donotreply@kohva.com for any relevant package information either at site launch if this is for a new site or upon upgrading an existing client's site.

			
				
				<script defer src="https://maps.googleapis.com/maps/api/js?key=AIzaSyBOwigZ96jQoEOmJz_soxC-FuThsWo71KA&sensor=false&libraries=places&callback=ION_initGoogleMaps"></script>
				
			
			

			
				
				<div data-ion="amp" data-name="slug-name" data-step="1" data-success-url="/services-step-2" data-placeholder="Enter your property address here*"></div>
				
			
			

			
				
				<div data-ion="amp" data-name="slug-name" data-step="2" data-success-url="/amp-success" ></div>
				
			
			

			
				
				<div data-ion="amp" data-name="slug-name" data-style="one" data-success-url="/amp-success" ></div>
				
			
			

			
				
				<div class="ion-amp-lead-address"></div>
				
			
			

			
				
					<div class="ion-amp-lead-address-full"></div>
				
			
			

			
				
					<div data-ion="amp" data-mode="calls" data-link="1" data-delimiter="." data-name="slug-name">111-111-1111</div>
				
			
			

			
				
					<div class="ion-amp-phone-number">111.222.3333</div>
				
			
			

			
				
					<div data-ion="phone" data-link="1" data-name="slug-name">111-111-1111</div>
				
			
			

			
				
					<div class="ion-amp-phone-number">111.222.3333</div>