Please respond to Tony Gjata for the domain pointing when you can this AM, don't feel like DL yelling at us. :-)
hey bud. I just saw your email to bytecode and was wondering.. did you not get a calendly account? we finally got approval to use calendly. if you'd like an account I can see about getting one setup for you
yo.. do you know who chris@brandlytics.io is? I got a "suspicious login" alert for his account.
@Mike, yes, Chris Stevens, poing him and make sure it was him.
yea, but now I have to go down the rabbit hole of finding who all else is sharing their account passwords lol
hey bud is that meeting with bytecode the one I said I'd like to join if I'm available, or do I need to be there?
You’re welcome to join, it’s learning how to use five Tran to acquire data and loaded into big quarry
yea, I really need all the time I can get right now lol. I'll skip it if that's cool with you
Set me up a Calendly user please when you have a free moment
hey I'm going to ask damon about setting up calendly for you.. what email would you like to use?
Greg Owen helping you is by design FYI, I think that he can help you and Dwight on a full-time basis, so let Andy know you appreciate any and all the help you can get. 🙂
And be sure to send me and Cameron (including Greg as a resource for you) your hiring plan for the other needs (second integration engineer, system administrator, etc.)
sounds good.. but what should I use him for? I'm not sure who he is or what his skill set is
You make him receive all client emails, have Dwight train him on your "requirements per integration" and make him have a Google Doc checklist for each client that he gets checked-off. This way, you avoid having to email clients back and forth. Just be sure to start that you, Dwight and him are all on client calls. As Cameron says, encourage Greg to get calls setup to get requirements, requirements timing and manage that until you can trust a Greg Owen to run calls with Dwight. The more "senior" the people on the call, the more you should be on it. Capice? 😉
right on! is he like Brian, and working on 20 different things, or will he be dedicated to our team? (it's hard to allocate brian as a resource bc we're never really sure what his availability is going to be on any given day
@Mike, Andy offered him, so this is because Greg Owen needs more to do and he has already been client facing and Andy trusts him, a MUCH better candidate than some new person when we have plenty of staff to help, something that has not always been true. Ping Andy and lets build your Integrations team up to avoid more pain and slowness.
I'm all for it. just trying to get an understanding of what I'm looking at and what I need to do
Use Greg as the Integration Account Manager, his job is to deal with law firm contacts to get requirements and keep bugging client to get us them so our timline is minimized by the law firm.
Just like we discussed. But yeah, take the time to get Greg truly trained up on gathering requirements, work with Andy to set his " client contact cadence" when it is deemed URGENT, which is all the time, right?
@Mike, can you make me an analytics@tortintakeprofessionals.com Google Workspace Group, and make it externally accessible to the open web, add Nick McFadden, Brian, Luke and mine @tortintakeprofessionals.com emails in this please?
want to add my ryan@themedialab.agency user to our paid Firefly.ai account?
I'm not sure if we have a paid company account.. I actually pay for mine out of pocket bc of the value is provides. I can't tell you how many times it's saved my ass
@Mike, hows stuff going?
- TikTok CRM Events (negatory)
- Integrations workload
- Integrations help from Greg Owen
- Any word from Cam on your side with hiring? Other stuff?
Hey bud. it's going... seemingly non-stop. I'm working on the other crm events. Integrations workload is getting better, but Dwight is leaving tomorrow for vacation so we're trying to get things in order for me to pick up the slack while he's gone. haven't had much use for Greg yet, but plan to implement him as soon as we can. I haven't heard from Cam on the hires yet. and the cherry on top... we learned late last night that a user's account got compromised so we've been chasing that down all day
depending on what all else I get hit with, I plan on having the crm stuff done tomorrow. I'm likely going to have to work this weekend as well to get some of this stuff knocked out
Hey bud. I'm looking through LR to get the negative statuses but there are literally 87 statuses lol.. do these cover what all you wanted? • Disqualified • Rejected • Declined • Signed & DECLINED
Mike,
For the events:
Contact Status - Raw Lead to Lead Statuses • Contact Attempted • Contact Attempted 2 • Contact attempted 3 • DNC Contact Status - Disqualified Statuses • Case Review - Agent Disqualified • Disqualified (Default) • Rejected (Default) • DNC • Opt-Out (DNC) • Declined Qualified Acquisition Statuses • Appointment Confirmed • Awaiting Docs • Case Review - Email Transfer • Case Review - Phone Transfer • Reschedule Requested • Rescheduled Appointment • Scheduled Appointment • Sent e-Sign Acquistion Statuses • Signed e-Sign% • Case Review - Firm Signed • Signed e-Sign - Billable Declined by Firm Post-Qualified Decline Statuses • Sent eSign - Unsigned • Signed & DECLINED • Case Review - Firm Rejected
oof that's a lot of statuses lol. we have to create a separate crm event for each status.. aaaany chance we can pare that list down a bit 😬
with that list, we're talking multiple days to set up each tt account/crm event
Unfortunately, I’ve been working on pairing down the total of 92 statuses, can you not create a CR event at the parent category level? And just have your code cover all of those
@Mike using the parent bullets in that post above, and have your code just cover all of those statuses?
@Ryan if we can stack all the negative statuses to a single crm event then we'd only have to create 2 crm events for each MB.
and I've already got the code doing something like that, extracting as much data as it can from different sources. I will have to map each of those status though. I can use regex to match some of the statuses that are similar
@Mike, I"m for that since it's about a binary targeting model (do target, do not target)
no complaints here.. I was not looking forward to adding 20 crm events to every account 😄
Me too, I think giving them a detailed funnel would not yield any more real results. Either converted, or not converted.
Glad they use our phones as a proxy to build a HUGE personal profile on "who you are".... 😁
Hey Mike, let’s hop on a call tomorrow afternoon but I had a chat with Cameron and have the green light to lean in more and help you and us get you focused on the SL media applications for FB and TT
That hire will be really useful but they need to let Dwight and themselves and Greg get you focused on the exciting stuff with me. TikTok and Facebook and then using our new Google Cloud stack to get data into your apps to send to clients with a simple interface that both Marks can setup these SL media tasks. Your SLAs are good too. Nice work. Sorry I’ve been so busy on the AI and BI and dashboard and financials my head could spend.
, @Mike, I cannot figure out how to validate these, I do not see a matching count when I try, hop on this with me while we await TT team please and help me understand or the TT Rejected Events are not working properly.
https://app.fireflies.ai/view/Shield-Legal-Dev-Sync::BY0e1qOCWAwGxWR2
@Mike Hey, CP Intuit had 18 e-signs yesterday, can you make sure all of those passed into TT in your log?
ID: 7286839406584070146
Please do, I saw plenty of events but none of those in the event manager
I only see 7 sent e-signs. I did notice some errors in the logs this morning where extra data is being added to that "case summary" field or whatever it's called
*Thread Reply:* @Mike, can you check your LR Datasource to make sure that is what you got and you don't see Signed e-Signs it missed?
• GQW43M1T PNC will call back on her lunch • Camp Lejeune EO - Dicello - Rochen - Shield Legal ZYAETNJM 11/1 Wife has spoken to another attorney intake and is awaiting a response. Try reaching them 11/3 to confirm if \"aaliyah of the young group\
And do you need to add CTM Account ID 491462 to your CTM-LP2 app @Mike?
I'm passing in the event name exactly as it's listed in LR, so I would see signed e-sign events
Can you check that email account for these Intuit e-Signs?
https://docs.google.com/spreadsheets/d/1WdBI19sfEfoGiFYgycwtHgVg0gJitPQug2dnHirpKM0/edit?usp=sharing
it's a zapier incoming webhook email. I don't know if there's an actual inbox. I'll have to look into it
I count a total of 46 successful posts for account 7286839406584070146 on 3/26, but that accounts for all event types
@Mike, you free at 12:45 to help me check CTM to LP 2 configuration I am doing for Shield's Juve Hall TV ad campaign?
great, makihg kids lunch and be right on and send link
To join the video meeting, click this link: https://meet.google.com/vfn-aqwk-osp
Otherwise, to join by phone, dial
Key: a491462dadcce5efd6be78725da0897d0ee3e633
Secret Key: 8787951e2602ff5bca16e48398811171b54a
• GQW43M1T PNC will call back on her lunch • Camp Lejeune EO - Dicello - Rochen - Shield Legal ZYAETNJM 11/1 Wife has spoken to another attorney intake and is awaiting a response. Try reaching them 11/3 to confirm if \"aaliyah of the young group\
do we have a call scheduled or something? I don't see anything on my calendar
I just added you, I’m just driving to a coffee shop
I'm working on the tt postback code. that 2nd one isn't me though
oh hey.. what are y'all using for the frontend of your dashboards? I've got a postgres db and was looking for a simple way to make a dashboard for it
@Mike, simple would be DataStudio, but if you want to use Looker Enterprise, set up time with to get you added.
those errors in the postback zap are because I'm returning a 500 response when certain things happen. I forgot that zapier freaked out whenever they get a 500 error. I'm going to update the code to return a different response code
Can you look in your TikTok App logs to make sure that on 4/4/24, today, you see these 5 Signed e-Sign Final events were sent? These are new leads from today all have signed. LR shows them all sending it via the automation @Mike. Thank you. I ask b/c the report in TTAA for Intuit CP only shows 7 contact attempted at this time. But not the Signed e-Signs
- 462534
- 463279
- 462299
- 463033
- 463221
yo.. are those LR lead ids? I'm sure they are bc I capture every id except that one... 🤦♂️:skintone2:
right now I'm capturing timestamp, mb, event name, vertical, status, tt account id, tt lead id, LP lead id, s1 value, raw response, and the lead's first, last, and email
I also didn't get this implemented until around mid-day so I might not have that data in my new logs at all
wait, no.. I don't ever get the LR ids. the case description merge tag used in our LR automations only have the LP id and the event name
updated my code and the LR email templates to start capturing the lr lead ids
Awesome. Here are the LP Lead IDs so you can check
@Ryan I see 4 out of 5 of those signed esign final leads... BM9AJQE8 KR68NH1Y XQAU2CFD EAFTH37Q
there's a good chance that other one came in before I had everything implemented
Hey bud. did you say y'all were looking for new hires for all your data and BI stuff? our recruiter sent me a resume for someone who is waaay overqualified for what I need, so figured I'd ask
they have ai, machine learning, sql, and big data experience
We’ve got a superstar, data scientist, we’re looking for a superstar analytics application engineer
He looks talented, but we really need the application engineer, but thanks for sharing
Hey bud. I just wanted to say thank you for all you've done lately to help with my workload, and having mine and Dwight's backs. These past couple of weeks I've actually been able to breathe, and get some things done that I've been needing to do for a while. I sincerely appreciate you man. If you ever need anything at all, work-related or not, I definitely owe you one. Hope you have a great weekend!
@Mike , you are very welcome. I’m glad I could make a positive impact for you guys and get our goals accomplished.
You can handle hiring temp. work? Maybe hire that data scientist you interviewed that can hop in and be super productive or find a PowerAutomate on UpWork.com, let me know how you need me to help.
this makes zero sense. why look for, hire, and train a temp worker?? it's going to take the same amount of work to hire actual people.
if we hired someone literally right now, it would still be a week or two until they'd be able to really do any work
we already have a couple of candidates in the pipeline. just trying to get interviews and everything scheduled
Tell Cam in the channel you are close to hiring which will take the same time, just let him know you will put the time in with Dwight out, make it sound "problem solved" during this hire time
hey bud. did you recently update your info for your ryan@themedialab inbox? I got an alert about, and wanted to make sure it was you.
I did, I was having to update it so that Amazon web services would recognize my Shield Legal email for my two factor authentication
@Mike, yes, it is and Nick needs a little more time on strategy....
He's doing a tech job on negotiations here. :faceslap
that's why I asked you about weighing in on the tech side on the call lol
@Mike, need a promising status on FB CRM Event app in the #C018VHBKSA0 channel ASAP this AM and please @ me and Cameron. I assumed you would be completed testing and rolling out? Let us know since I assumed 3 weeks of dev & testing we should be close to complete.
I told you guys last week that I was ready to start getting the accounts, pixels, and access tokens from the MBs
@Mike, sorry, won't talk, just tell him you'll be faster with a Email Parse Integration anyways.
@Mike, in our Zapier I setup this without any hassle which is Facebook Lead Ads to TrustedForm where we do not need an ActiveProspect or LeadConduit account. LeadConduit is not a special tool for this, I think you have this all wrong. We only need a TrustedForm Shield Legal account setup to hold our Facebook Lead Ads certificates. That's it. Go in and see this Zapier I created and walkthrough it. $2500 per month for LeadConduit is way too much.
@Mike, read this from the Bot in Zapier. You ONLY need them to setup the field and pass it so that it can be populated and pushed to TrustedForm account.
Ryan V. Where do I get the TrustedForm Certificate URL
Copilot To get the TrustedForm Certificate URL, you'll need to look at the output of the TrustedForm "Retain Certificate" action in your Zap. After running this action, it should provide you with a certificate URL as part of its output data. You can find this URL by testing the step in your Zap and checking the output details.
Ryan V. Does that URL come from my TrustedForm account to put into my Facebook Lead Ad form field to push to Zapier?
Copilot The TrustedForm Certificate URL is generated by the TrustedForm "Retain Certificate" action in your Zap. It does not come from your TrustedForm account directly. Instead, after a lead is captured in your Facebook Lead Ad, the URL is generated dynamically by TrustedForm and provided in the output of the "Retain Certificate" step. You can then use this URL in subsequent steps of your Zap or in other applications as needed.
@Mike, I'm in the meeting. They will get you setup today, I'll connect them with Brian for payment.
btw if we don't want to pay for claiming the certificates, in the past we've have it setup to where we get the generated certificate but the client pays the fee for claiming it. I asked on the call, and that option is still available
the certs get generated on our end through tf's integration. those certs will be in our account, but unless they are "claimed" they will be deleted shortly after creation. it's been a while since I set one up like that, but I believe the client has the ability through the tf's ui (and maybe an api call) for them to claim the certificate, absorbing the additional cost
unless you just want us to claim them all for our records
I have to do 1 more call with them for onboarding/demo. I'll inquire more about the process then
@Mike, morning.
What is status of these below?
- Facebook Ads e-Sign CRM Event
- Facebook Ads TrustedForm Retains
they need the info from you guys. I emailed everyone yesterday
I just replied to the email thread we have going with them
@Mike, I sent them the information. So you can get to finishing TrustedForms.
Where did you leave off on e-Sign CRM for FBA?
@Mike, where are you on Facebook Ads e-Sign CRM Event? What is next step? I know we are juggling both of these, just making sure we are on track to finish one of them.
Let me know a detailed next steps on FBA e-Sign CRM events please, trying to avoid us getting put on blast again with CR
we really need to have a call. I'm trying to prevent things from becoming a problem, but I'm not being heard
hey bud are you joining caleb and me on this call or is it just us?
@Mike, hey, where did you guys get to on the call?
Should I setup another chat for Thursday so we can see the testing progress?
showed caleb how to setup the crm event. that should be the only thing the mbs have to do since fb already includes the fb lead id in the zap
we'll have to go back over the fb zaps to add the lead id to s5
Should I setup a meeting for all MBs to tackle that all at once or you going to do that with them one at a time over today, tomorrow, etc?
I was planning on adding them as I got them, with the hope that it won't take too long for everyone to get me what I need
Ok, post to them in #C06P1UBJXKP and let them know what they need to do, maybe have Caleb send over a "how to video" for the others since we cannot do it in their Nitido BMs @Mike?
FYI @Mike, look out Calendly: https://workspace.google.com/resources/appointment-scheduling/?utm_source=calendar-in-product&utm_medium=et&utm_campaign=booking
oh damn that's cool. I wonder how useful that'll be if scheduling with people outside of the google ecosystem
You can click a setting that lets them no verify if in Google Account in the setup of a Meeting Schedule
hey bud are you going to join on us on our call with tf?
jfc this seems like a lot of work lol. I was expecting it to be much smoother, especially for the cost
been thinking about the tf stuff and I had an idea.. it would take some coordination with the mbs, but I think I could technically make it so we never have to do another zapier form integration again....
very much simplifying it, but basically instead of using the zap fb integration, just have fb post the form data to a webhook, and based on certain fields it can determine how to post it to lp
@Mike, what is the status of the Facebook e-Sign CRM events, is that 100% complete and implemented?
@Ryan it's implemented, but looking through the logs today I'm still only seeing tiktok postbacks. gonna dig in and see where the issue is.
@Mike, let me know ASAP.
And don't we need to setup a meeting with MBs to have them configure their Facebook CRM Campaign and funnel so the postbacks going to FBA server can be put into the conversion funnel?
We cannot let Cameron know that has dragged on unfinished, got to get that done and 100% complete. 🙂
shit sorry forgot to hit enter lol. this is my top priority today, and I'm working on it now
I've triple checked everything, but I don't see why I'm not getting any FB postbacks. is there anything you can think of that would make LR only send TT leads?
it uses an LR automation to send an email to zapier, and zapier passes the data to my webhook. the data includes the lead's LP id.. I hit the LP api to grab the lead data. then the platform is determined by looking at the s1 value to see if it contains "fb" or "facebook"
@Mike, yeah. Zero leads in Leadspedia have a Facebook Instant Form Lead ID in the S5, so you have must have forgot to post that value back into Leadspedia, therefore your look up will not work. Please fix ASAP and retest.
ahh fuck.. yep that'd do it. I'll get with dwight and ahsan and see if they can go over the fb zaps and add the id
I got the zaps updated to include the fb lead id. I'm going through the logs this morning to find all the pixels that I haven't received from the MBs yet
I have no idea about the funnels on the mbs' side. and there are only a couple of mbs showing any fb postbacks as of now
I believe I have them all. plus if a postback comes in for one that is not setup yet it logs it so I can reach out to the mb and get the info
but as of today I'm only seeing fb postbacks for caleb and maximus
Ok. So get Jack and Jon setup and please let me know. I’ll work on the funnel feature with them once you confirm.
I'll double check with them, but I believe I already have all their info. the problem is that I'm not getting any fb postback attempts for anyone except caleb and maximus
I don’t understand, does that mean that Jack and Jon have it everything set up and their leads aren’t sending the Facebook lead ID to your post?
I already have the pixel ids, events, etc for several verticals for jack and john both. I updated all the zaps I could the other day to add the fb id.. there were a few older zaps that I couldn't edit because the mb's fb account is no longer linked. I don't think they are still being used but I'll revisit and reevaluate them today
@Mike , thanks. Do you want me to send you a CSV of Jack’s and John Esigns from of Law Ruler
Great, then please track those back through your logs and see what’s going on for the ones that are working. How long do you want me to go back?
I pinged john and jack and asked them what verticals they're running on fb so that should help me track them down as well
Great, @Mike, will @ you in the request for report to TIP peeps
@Mike, duh, you just need this CSV which is Jack's e-signs for June 2024 MTD through now. You have LP LeadIDs when not a referral (4 rows have char value of "Referral".
I found two forms for jack, but none of john's csv indicates any forms (going by the s1 value which always has "FORM" in it for native forms)
I'll wait to hear back from him or follow up if I haven't heard anything soon
jack isn't running any fb native forms right now, so that explains why I'm not seeing any of his data
@Mike, post in our DM with Cameron that FBA Signed e-Sign CRM events is working. I'll setup meeting with MBs to ensure they get their funnels setup to use the Conversion Lead e-Sign FINAL for campaign bid and budgets.
Thanks for sending those, will dig and find that meeting so we can make a phone call next week to the AE
good morning. just a heads up, there appears to be an issue with your blx inbox being rate limited on incoming emails. we're investigating it now, and hope to have a solution soon.
do you know who kop@seholding.pro or seholding.pro is?
whoever that seholdin.pro is, they are flooding your inbox. I'm going to block the domain. if it's a legit sender please let me know and we'll figure something else out.
good morning and happy monday! do you need me on the tech call for anything? if not, I have an important call with cam and some of the lawyers coming up that I'd like to prepare for
good morning. just fyi, I'm not sure why nick is so adamant about the pa issue being a "microsoft problem", but it's absolutely not. it's gmail rate limiting us not pa. figured you might want to mention that during y'alls meeting
*Thread Reply:* I already have several different times lol. that's why I brought it to you.
Thanks for the information, that is very helpful. I was in the dark.
Joe is setting up a microsoft inbox for them to use
I have a WordPress install to do on Plesk for an aeronautics website redesign that want to stay using their webhosting provider, TulsaConnect. Can I send you the Plesk login to setup a dev domain for aerongroup.com with WordPress? Leaving the old site up, so we can build a new one.
I don't have experience with plesk but I can try I suppose
thank you, here is the login:
Aeron Group Web Hosting https://winweb1.tulsaconnect.com:8443/ brandinggroup 6gZ8_lo10
I got https://dev.aerongroup.com/ setup, but it looks like dns needs to be updated. I can't find where to do that in plesk, if it's even possible
Give me detailed instructions for that DNS update, I can send to the hosting support.
I need dev.aerongroup.com to point to 67.214.96.231
This is the information that was generated when I created the site. I haven't been able to verify it though since the site isn't loading yet.
site: dev.aerongroup.com username: lesliemiller_tzbms8b5 password: BW2~4GFuz5S9v2D@ email: lesliemiller@aerongroup.com
@Mike, let me know when you can verify it: http://dev.aerongroup.com/
this is the login URL correct? http://dev.aerongroup.com/wp-login.php
looks like there's a server error. I issued an ssl cert for it, but idk if that's going to fix it or not
Chime in and ask him to check please if you do not mind?
@Mike , mind seeing your inbox and reply to me and Shaft once we are re-setup on the new server?
hey bud. try this please: https://dev.aerongroup.com/wp-admin lesliemiller_lr7xxo32 / T5YIhEN~CA?1%nI6
shit that login info doesn't work. let me figure out what's going on
it won't let me login with the credentials it gave me 🤦♂️:skintone2:
oh I see what it is.. shaft has to make the dns changes on his end (I can't do it from plesk). I just sent him an email asking to update it
https://dev.aerongroup.com/wp-admin/ aerongroup / w**RAg?ryc1q6As6f
Please check your inbox, they have an email and slack setup for Rose requested at TIP @Mike
@Mike, here is the BigQuery dataset for Offline Conversions. https://console.cloud.google.com/bigquery?orgonly=true&project=shield-legal-bi&supportedpurview=project&ws=!1m4!1m3!3m2!1sshield-legal-bi!2sshieldadsofflineevents|https://console.cloud.google.com/bigquery?orgonly=true&project=shield-legal-bi&supportedp[…]m4!1m3!3m2!1sshield-legal-bi!2sshieldadsofflineevents
right but there's supposed to already be conversion data in bq? I thought you guys were getting that end setup and I was implementing the offline conversions between bq and ads?
the docs are just about integrating bq with ads. it doesn't say anything about creating the dataset
It says store date in big query, so I just gave you access to a data set to put the table in. Doesn’t Google ads configuration shove the data into a table? If not, then we just need to know the table schema from the Google people, then we create the table and then we can do the configurationmaybe email Bruce.
I might be confused. you're talking about getting data from ads into BQ...? but documentation and everything else is only about getting data from BQ into ads
Hey bud. Hope all is well. Do you know if this is the correct case type in LR for the LA wildfire offline conversions? or should I choose all of them?
yo do you remember which channel we were talking about the ga offline conversions? I can't find shit in slack lol.I thought I even pinned it