@Mike didn’t you get him the Zapier access he needs?
yea, he has access. he needed to get with one of the other MBs or someone else familiar with the TT side of things so he can send a test lead from his form
@Mike @Ryan where are we with Tik tok cost per contract KPI being integrated in to test in platform? This needs to get done asap. I have to spend 100k+ per day and cant do that without this being ready across all accounts there
@Mike , what’s your priority right now and eta? I know you were off a week, and said you thought 2 weeks, which would be the end of this week.
@Mike @Ryan where are we with tik tok integration for signed contracts?
I'm getting Dwight setup to handle the new integrations so I'll be able to work on this
@Cameron Rentch, I've been working on the Daily Leads Report for the TIP and a TV, and the TIP Agent Payroll Sign Up Report to give Mike the time to focus on TikTok.
@Cameron Rentch@Ryan I made good progress on this today. if I don't hit any major roadblocks I think I can have it done in a couple days 🤞:skintone2:
@Mike checking in to see how things are coming along with Tik tok
not a whole lot to say yet. I am still working on it though
ok their team is up my arse...big time to increase spend. I can't do that until you are done/completed so we can have directional guidance on leads coverting to signed contracts
I need to get the ozempic pixels done as well. I have Brian handling the form/zapier integrations, and Dwight is working on ACTS
also have to get with Joe to start all the 2fa stuff.. that's going to be fun lol
hey guys. I have all the code done that I could do for the tt forms project. I'm to the point where we need to determine how to update the forms to include the tt event id (currently the forms only pass in the tt lead id, but tt's docs say it needs to be the event id)
good morning gents. hope everyone had a good weekend. I was digging into the tt stuff this weekend, and I believe I've found a way to do it so that the media buyers don't have to do anything differently on their forms OR go back over their old forms to add the tt id and everything. all I need is 4 pieces of info from the media buyers, and I can get the rest by backing the LP lead to a vertical and media buyer. could we get some time scheduled for me to do a screenshare with the MBs and show then how to set everything up, and get me the data I need?
@Mike, of course. Ping them, find a time and lets get it going!
@Cameron Rentch I've already talked to them, and sent them my availability
I made a calendly poll so they could vote on the time that works best for everyone
@Mike please invite me to the time in the meeting. I’d like to join please
@Mike Tik tok team and Jake are aksing for updates on API integration with contracts. Can you plase post a comprehensive update in Lark asap so they have a clear understanding of exactly where we are and a timeframe for completion?
I no longer have access to the chats in lark for some reason
Or send me the update here and I'll post it for you until we figure out Lark.
I still don't see anything in lark. I have a meeting with the MBs at 11 pst to show them how to setup the CRM event in their TT BM, and give me the info that I need. it has to be done for every TT account, so I'm not 100% sure how long it will take to complete, but I plan on (hopefully) having enough data that I can start testing it this afternoon.
Jake added both Mike Everharts to the chat just now. Check Lark and Inbox.
hey gents. we're starting our call if you'd still like to joing
To join the video meeting, click this link: https://meet.google.com/suw-uunt-yut
Otherwise, to join by phone, dial
@Cameron Rentch @Ryan I was just checking over my list, and I noticed that when we were prioritizing things babin's human trafficking integration was left out. this is our current list by priority.. where would you like us to fit babin's in?
@Mike top of the list above ACTS please
we need to get this campaign launched asap
roger that! we're about to start the next sprint, so I'll make sure that one is started first
@Mike @Ryan need you both on a call at 10am pst with Tik tok for integration. Per their developers we did not do it properly. Watch for invite. This must get fixed and completed today.
yea, so we're golden on the TT stuff! I'll go ahead and get Dwight and Brian start updating forms until y'all can get us the order of priority
good morning gentlemen. just wanted to follow up and let y'all know the tiktok forms postback stuff is live. I've spoken with all the media buyers, and I believe I have all of their forms and accounts updated and ready for this.
@Mike , so we are sending conversion data on live campaigns now to TT?
@Ryan yep. everything is in place, so we should be. I'll be watching the logs throughout the day to make sure it's working as desired
@Ryan @Mike please let me know when parsa is added into slack. also @Ryan if you could set his onboarding mtg and invite me please. Today after 2pm PST
@Ryan @Mike is Parsa in Slack and email yet?
@Cameron Rentch parsa's accounts were setup, and credentials sent last friday morning
@Cameron Rentch @Ryan just a heads up.. I've been trying since last week to get the TT devs to add the crm event to the accounts that are missing it. I just sent another message to them in lark, but if we don't see any progress soon then I'm going to need one of you guys to pull rank please. I'll let you know if I hear back from them
@Mike @Ryan guys - I am not in the loop but heard some urgency on getting a domain transferred for Bobby Dicello? can you please give me a detailed updated on what this is about and status? thank you
We are transferring Dicello's domain names from our account to their godaddy account. I've already spoke with Tony, and got the process started this morning. I've done everything on our end, now they are doing everything on their end to complete the transfers
Thanks Mike for getting our side resolved. Tony Ngata will still find a way to make it hard on us I'm sure.
@Mike @Ryan Mike - can you give me an update on the triggers in each media buyers account to fire the events? We need to collect about 250 events to be able to utilize this event toward running the campaigns. PLease update team in Lark today. Thank you
@Cameron Rentch it's been hard to tell since it took TT so long to add the crm events. I believe everything is ready to go on our end. I'll double check the logs and my notes to be sure I have all the MBs setup.
@Cameron Rentch I'm actually not seeing much traffic at all this morning. is that typical this early in the day?
@Mike I spoke with them this morning and they dont think/are not sure you have added the appropriate triggers for the events to show up real time? Please connect with Diane in Lark, I think I just saw her post a message. Let's just make sure it is right please. thank you
@Cameron Rentch I will, but they aren't seeing anything yet because all the traffic that came in last week were for MBs who didn't have the crm event, so we couldn't postback. and like I was saying earlier, I'm not seeing hardly any traffic so far this morning
@Mike not correct...here are todays numbers
lawruler is down, and has been for about 90 min - so due to this we are not able to sign contracts, but we have traffic
ahhh ok that's why then. the postback is triggered with a LR automation, so that makes sense now
the logs show that all the leads from yesterday didn't have a tt id.
@Mike and the tt lead id is not passing
exmple @Mike got look in <#C05E6N8JHT7|intuit-privacy-violations> channel you can see the s1 contracts posting in channel yesterday
I just pulled up 10 random leads from the logs, and none of them have a lp_s5 value
then something is not set up properly @Mike
@Mike here is one that posted into paraaquat channel yesterday, the TT lead ID is in leadspedia
ok now click on tracking info and see that s5 is blank
so now you need to fogure out why it did not fire in the event in the ad account
the data is IN leadspedai clearly passing though to the Tik Tok ID field, but NOT to the s5 field, so you need to figure out why, and make sure this gets fixed. I am not the tech guy here 😉
@Ryan any help would be appreciated ^
it was decided to use s5, per Ryan. I'll have to see if the guys are adding it in the zaps
@Mike, let us know. The s5 will have to be passed back for sure.
@Mike, let me know once you get on top of the issue.
as soon as I'm off this call I'm going to look into. I'll let you know what I find.
had dwight go back over the forms.. there were a couple missing the s5 value. they've been updated, and I'm watching the logs but so far all I'm seeing is FB leads (of course lol)
@Mike, keep an eye on it, we average about 95 leads from TikTok per day since Jan 1st, 2024.
[2024-02-06T15:07:30.210227-05:00] APP.INFO: Success {"method":"GET","success":true,"timestamp":"2024-02-06 15:07:29","lpid":"E0NGQZLP","ttaccount_id":"7286831779875389441","mb":"CP"}
should be good to go. I never got caleb's paraquat info from tt, so I just went in and created the crm event for him
and another one: 2024-02-06 15:10:06 VJSMZU16 7286839406584070146 success
@Mike, thank you. So all events and parameters that TikTok requested are being passed back to them?
yep.. event source, event source id, event, event time, lead id, email (hashed) and phone (hashed)
it's arguable if they even need the phone and email, since they can back data to the tt lead id
but we have the data, so not an issue to pass it to them
@Mike, can you post into Lark and confirm all fields are being passed, confirm they see them and that they are 100% good on their side.
I've got to run pick up my kid from school, but I will as soon as I'm back. I'm hoping a few more leads come in so I have more data for them to check
fyi, we had a total of 8 leads come through that appeared to have successfully posted. I sent a message in lark to ask them to check the data and everything
just wanted to follow up.. everything is looking great on our end. I'm working on logging to a spreadsheet like we do with our pa flows. I'll let you guys know what katerina says about the data in the morning
I'm still waiting on the tt devs' feedback, but I am seeing a lot more successes on our end this morning than previously (relatively speaking of course)
GUYS.. I'm pretty sure I just found a way to create crm events for tt accounts that are waiting for tt to give them access to the crm events. I need to wait for some data to collect to confirm if it works. I'll let you know the outcome in the morning
maybe so.. I'd like to try it on a newer account. the left image is what you see if you go to tools > events.. notice there is no "crm event" option.. but on the right, you can see a crm even that I was able to create 🤷♂️:skintone2:
*Thread Reply:* Ask Jake if that is going to work to not waste yoru time if it is not
*Thread Reply:* oh, I wasn't going to actually implement it or anything lol.. it's just cool to find little bugs and stuff on a billion dollar company's advertising platform 🤣
*Thread Reply:* The develop fast, bugs come with fast
good morning gentlemen. finally got a reply for katerina.. she said everything looks correct and they are seeing better matches.. then she asked if there were any other actions we would be able to postback besides the esign event, but I don't know what to tell her
pretty sure she is referring to the event type, not the data we're sending. we're currently only sending the one postback on the e-sign event
Yeah, that is all we can send. We go from "contacting" to "signed" or "disqualified"
@Mike @Ryan I had a longer talk with Itay and team at Tik Tok. He explained to me that we should set up and pass other statuses from lawruler; declined, unable to reach, basically everything we can so that the system can learn all events. We can then USE each event to tell the system to target certain events and to NOT target others. Essentially the system learns to funnel. Let’s discuss this.
Next up. We want to do this on ALL Nitido Facebook accounts asap.
I will be reaching out to their team today and starting a string.
@Cameron Rentch , we can send unsold leads event / disqualification from Leadspedia versus the ones that are sold to LawRuler.
@Mike , I’ll set up time to discuss that and one other item.
@Ryan suggest sending other statuses from lawruler NOT leasdpedia
we need to see end of funnel, not start
@Cameron Rentch @Ryan this is what I was talking about in my message above from monday. if we can figure out what other events we can send (and what data is available) then we should be able to handle it
send these statuses (example of two reports I get daily)
Report one = ALL declined Report 2 = other statuses
@deleted-U04FQ65M8MC , do we pass the TT ID to LawRuler from the form post once sold
we don't pass anything into lr, we get data out of lr
above has ALL statuses you want to send
Another to send is Signed E Sign QA (Different from signed e-sign final)\
@Mike , we pass a lot of the leads, Pia, tracking data to Law Ruler as well
I’ll add Brian to our meeting, he would need to update the postings
we've been grabbing the leads from the LR automation, getting the LP lead id from "case summary" and then use LP's api to get the TT id
good thanks. FYI you can tell Fabian (Nitido) we are doing this directly with Tik Tok just dont tell him the details of our relationship etc
We’ll make a funnel from the statuses and confirm what we can send.
@Mike, for our afternoon TikTok meeting: FYI @Cameron Rentch
A funnel from LR Statuses:
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 • 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 Qualified Acquistion Statuses • Signed e-Sign% • Case Review - Retainer Signed Post-Qualified Decline Statuses • Sent eSign - Unsigned • Signed & DECLINED • Case Review - Firm Rejected • Signed eSign - Declined by Firm
sounds good. just fyi I have to roll into another meeting at 3pm your time
Me too, all good. Why I did the busy work before.
@Ryan ty for taking time to jump on a call. as discussed, I'm working on a proposal for what I believe we will need in order to increase our productivity, quality of work, and getting integrations done in days instead of weeks or months. Once I have everything put together I'd love to schedule a call with all of us to go over it. @Cameron Rentch fyi
@Mike , thank you. Look forward to that and getting you more time to get your apps into team hands to admin and configure for our lead automation and conversions.
@Mike, posted in Lark the next CRM events you are working on to keep TT team in the know. Mind letting us know your status on these in Lark for the team? FYI @Cameron Rentch
@Mike @Ryan have you both provided everything that Parsa needs in order to get live traffic?
@Cameron Rentch I had a call scheduled with Parsa this morning, but he didn't make it. I'm assuming he got timezones mixed up when he created the appointment. I'm going to f/u with him as soon as I can
I have Parsa ready, once he is live, I'll continue training him.
@Ryan awesome. thank you. the call I had scheduled with him was to go over his zapier stuff if he still needs help with it. I'll ping him and ask him
@Mike @Ryan do you know when we can expect to pass the entire funnel passing through the CRM event tool?
@Mike did you connect with Parsa yesterday?
@Cameron Rentch I've been trying to, but his timezone is making it difficult. He didn't reply until 8pm my time, so I didn't see it until this morning. I'll be as flexible as I possibly can so I can work around his hours
@Ryan on our call the other day, didn't you mention that you wanted to ask TT about sending the "negative" events? something about them actually needing the data vs. just wanting to collect as much data on our leads as they can?
No, we know they can accept the negative events, you can get started on passing those @Mike
That Q is for Facebook Ads and Fabian to get answered
@Ryan @Mike
In regards to ZAPIER and Media Buyer set up.
I want you guys to document this video recording and translate, step-by-step instructions for Media Buyer moving forward. This is taking way too long to get somebody up on traffic.
I also want you guys connected in each of the buyers accounts so that you can do this directly for new media buyers and show them how to do it LARK team can get you added into each account in TikTok. Due to sensitivity issues.
@Cameron Rentch we have a call with parsa this afternoon. my ai bot will record and transcribe the call. the main issue I have is that the media buyers have always setup their part in zapier, so I'm not sure how to do that. that's why I suggested we have a media buyer on our call with parsa, so we can all learn how to do it
@Mike get on a call with Jack or @Ryan get Jack or Maximus to go and do an account in TikTok record a video of how to set up the forms and send it to you. Guys this is not rocket science.
It’s been three freaking weeks and this guy’s traffic isn’t up yet????
@Mike, you can skip the PK and JA form setup meeting. Make your priority tomorrow:
- TikTok Ozempic & PFAS e-Sign Events Setup
- TikTok Parsa Setup
- Manage Greg helping Dwight on Integrations
- Campaign Launch Setups
- IT Support Requests
@Mike please log into Lark and let TT team know you are "On It With Priority" please.
@Cameron Rentch @Ryan I got with the MBs, and went through the TT accounts and I believe all Ozempic and PFAS e-sign events are setup. There was 1 account that still didn't have the CRM event (I've already told TT on lark)... but I tried the trick of changing the URL to get to the crm event and by all accounts it appeared to have worked! I'll wait to hear back from TT to confirm or deny if it did actually work
Excellent. That is only for the e-Signs event right @Mike?
haha I just checked that account and I see my test lead, so I believe it worked lol
Great, so with this you can move to get Parsa setup @Mike on this 3 case types for e-Sign CRM event postback, correct?
Focus on getting Parsa ready to go live, then once he is ready on Camp Lejeune, AFFF and Hair Relaxer, then you can prioritize the non-e-SIGN events for TikTok.
Got it. I'll have to get with Parsa and see exactly where we left off and get him going
He has Hair Relaxer Form and test lead ready, ask him ETA on his completing his AFFF and Lejeune form and test leads.
@Mike @Ryan please check lark asap
@Mike Everhart @Ryan Vaspra on call this am with TT team and Jake. We are seeing far more CRM events then actual sign contracts. I assume you have added/integrated the additional positive and negative crm events into each account? We need to get a call scheudled with @Katerina Sakkoula to review asap. When can everyone be avaiable?
@Mike , have you checked your logs or Zaps for sending events in duplicate and triplicate?
@Cameron Rentch , I’m flexible but will chim into Lark
I'm looking at the logs now, and there aren't any dupe TT lead ids coming from the postback
sorry, got pulled away. it's fixed now. I got ahead of myself and added the other, non e-sign events to the integration in LR, but the code isn't quite ready for the other events, so it was posting back all of the leads with the "signed e-sign" event
@Mike, thanks for fixing that. Can you let Jake and TT team in Lark know its fixed and they can line up the e-sign events again. FYI @Cameron Rentch
@Ryan can you please redact the customer names you posted in lark asap. Let’s now post anything with customer names to them.
good afternoon gentlemen. wanted to touch base and let you know that I'm testing the other tt crm events today. I'm going to keep an eye on the logs and everything for a bit longer, and if all is well I'll go live with it. when I do, I'll ping the guys on lark and let them know
@Mike @Ryan Jake asking and TT teams waiting for multiple days
3 accounts need CRm events set up asap. Please see Lark
One single day, positive crm events that have fired from one day.
Guys - the communication seems to be falling off here. Let’s get them answers asap.
@Mike, what is your latest on these 3 new CRM events setup Mike, and then how are the non-positive events testing coming? Lets get TT team a Lark update please.
they are in place. the MBs have been shown how to setup the crm event and provide me with the data that I need.
@Mike, those 3 are done then or you are waiting on MB?
@Mike, ping the MBs in a DM with me and Cameron to confirm when they'll have their side ready so we can nudge them to stop making you wait.
I'm not sure who all I'm missing, so I'm just going to start a private channel with us and all the MBs
What about the non-positive events testing @Mike?
the code is in place for the other events, but it just dawned on me that there needs to be a crm event for each event type
@Mike , let’s get your testing account fully setup with those events configured. Which MB and case Type will you use to test?
Great. Please setup those events with him ASAP, I’ll advise TT team to review the ad account once setup. I’ll ping Caleb.
@Cameron Rentch, Mike's update on the TikTok Rejected Event for tracking all non-esign events. Good progress @Mike, let us know how testing new code goes in AM.
@Mike @Ryan Damon is gone. PLease secure his slack , gmail etc
@Cameron Rentch @Ryan I called joe so we could attack this from both ends. I've got him locked out of pretty much everything on my end. I sent out an email with a summary.
@Mike @Ryan what is status of finalizing the CRM events in TT? What is status of getting CRM events configured and working in FB (Nitido accounts first?). We really need this all completed, criticial business component. We need to escalate and put other people on other integrations so we can focus 100% on these items to complete
@Cameron Rentch I finished adding all the tt crm events that the mbs gave me last week. nothing has been done or really even discussed on the fb side yet. I would love to put other people on integrations, but I don't have anyone else. I've been asking for a new hire for a couple months. we really need one man.
just in the last day we've had 10 form integration requests, 4 pixels, and 4 servers/websites that are all high priority. I've got Dwight bouncing between 3 integrations to the point of whiplash just to keep clients pacified. I'm seriously struggling just to keep my head above water man.
I’ll ask about TT to Jake tomorrow and see how it’s looks on their server side.
@Mike I sent you, @Ryan and Fabian a message about a month ago, please get connected with him. I asked you about whom else in our existing team may be able to join your team to assit (ie Mark Maniora, Greg Owens, or anyone else) We should hopefully have someone to jump in but if not, then get someone hired.
@Cameron Rentch , last we discussed FB, have they released negative targeting events?
Or do you want to do what Fabian said, and use negative events to create negative custom audiences to block and exclude?
@Mike, get with Shellie and find the next Integration person ASAP. And lets be sure Greg Owen is ramped up faster to help you. During this bottle neck, lets get the Facebook e-Sign events done with Fabian put top the "non-integration" list. I'll ping Jake now in Lark @Cameron Rentch for TT update on the signals we've been sending.
@Mike , please send Ad Account IDs for the ones that are running both e-signs and rejections to team in Lark, I could not find the IDs for the test setup.
@Ryan we already decided they do not do negative events just positive get those integrated so that we can track the sign contracts just like we do in tick-tock very simple very straightforward. They should not be anything that takes an exorbitant amount amount of time they will put people on it on their end and engineers to make sure it happens and helps.
I got you, I reread our posts, but was just making sure we are all on same page of scope for @Mike
@Mike, good morning. When are you free today to discuss TT CRM Events? Just need to understand lead processing flow in the app so I can continue monitoring Rejections. Plus, I am going to ask MBs to ensure that all active & spending Ad Accounts are setup with both Rejection & e-Signed to ensure all are configured and firing.
@Cameron Rentch, we are looking good on both e-Signs and Rejections, just need to keep observing.
@Ryan whenever works for me. I don't have much on my calendar today in terms of meetings
@Cameron Rentch, update on the TT Conversion App. After serious Leadspedia to LawRuler to TikTok log digging, we confirmed that LawRuler is not firing our TikTok Postback Automation consistenly. We are attempting to fix this by creating three automations for each stage of our basic funnel with TikTok. We'll monitor this today to watch Intuits come over and send all three emails to Mike's app, so we'll know tomorrow how to validate what got sent versus what is failing in LawRuler. Good news is, Mike's app is working.
@Mike, GOOD NEWS. The 3 automations is definitely working now. And Intuit CP in TT had about six more events listed "as listed in LawRuler" verbatim, so we can clean up funnels with MBs tomorrow.
@Ryan awesome. I still think it might be worth contacting LR to see why it won't fire the automation multiple times.. if we could do it that way it would be so much easier to manage everything under one automation instead of having 30 individual ones lol
@Ryan @Mike I have a call with CEO today at 4 of yall want to join.
@Mike, either way it is working and the funnels look accurate. It's not 30 automations, it's only those 3 we'll need ever.
@Cameron Rentch, you can invite me too but pertaining to this scenario only, our only question is more a Tech Support question, not a CEO question.
I gotcha. it just doesn't make sense to me... how are those individual automations able to fire on multiple events, but if we combine all the events into a single automation it doesn't work ¯_(ツ)_/¯
@Cameron Rentch @Ryan is right, our questions are technical.. I didn't notice you said ceo
It appears the Automations have to have the box slid to blue so that the "collective statuses" can be repeated.
I don't believe there's a need for us on that call, but if you want me there just lmk
did you disable the original automation? I was wanting to test if enabling that checkbox fixed the issue.. and if it does we can go back to using the single automation
@Mike , create a fourth just with Contact Attemtped and Signed e-Sign Final and have that box blue. I made the old one the Qualifications version. That will let you test it.
Without slowing down the events we sent to them that are working now since we did it at 10 AM
@Mike I understand that your questions are technical but if I am on the call with the top two people in the company and tell them this is the most important thing that we need to get done. I’m certain that they can relay it into the right folks if we go through stupid tech-support over there.
@Cameron Rentch true true.. if you'd like me on the call I'll be there!
@Ryan I'm going to work on the logging stuff today instead of messing around with the LR automations since you at least got them working for now
@Cameron Rentch @Mike, FYI, you can look in Lark and see my update. I have a question for Jake on the Campaigns Conversions counting in the new Conversion Lead campaign we ran since Saturday at 12:00AM to now. But I see the Event Manager in TT matching our LawRuler lead statuses.
@Cameron Rentch @Mike, FYI. TikTok events in our system match the Event Manager for 3 days in a row now. Just waiting on TikTok team to explain how the "Conversion Lead" campaign type counts the events in the Campaign reporting tab to Jake and Kat. So we are looking 100% on track and waiting on TT.
And Maximus CPAP matches as well on Events to LawRuler FYI.
good morning gentlemen. do we use microsoft teams for anything? if so, do you know who I should ask about getting an account?
Hey @Mike I’ve used it for conf calls but not sure on accts
@Cameron Rentch, good morning. I have completed Jake's requested validation of 2 days of matching e-sign FINALS from LR to TTAA for Intuit CP. I'll keep checking MB's funnel setups if you have them tell me when they've set one up. Once they hit 250, and confirm their Funnel Setup and create a new Lead Gen > Conversion Lead campaign, you can have the scale up.
Mike and I will get started on FB e-Sign CRM Events immediately next week after Mike's PTO Monday.
fyi, I just got off the phone with cory. we're setting up our first phone interview for next week
@Mike, just sent you the internal kick off meeting for Wednesday to get the Facebook Ads e-Sign CRM event dev project going. FYI @Cameron Rentch.
@Ryan roger that. sorry, been working on interviews all morning. the first guy I interviewed was great.. like I damn near don't even want to do the other interviews 🤣
Get one more candidate, great interviews might mean he is desired by others too, so at least you don't have your queue empty if he bails @Mike
I'd be remiss if I didn't ask... depending on the salaries, could we possibly hire 2 new people? it takes the same amount of time to train 2 people as it does 1 ¯_(ツ)_/¯
Let’s go one at a time for sure. We have more hiring needs in application development coming up. 😊
@Cameron Rentch, we are wrapping up our internal dev kickoff for Facebook Ads CRM & Trusted Forms, both are separate apps, listed below by priority. Facebook Ads CRM first, then TrustedForms unless you differ.
FYI @Mike, thanks for the time today.
@Cameron Rentch @Ryan the fb e-sign crm events stuff is done, and has been live for a few days. once enough data is collected we'll get with the MBs and help them build out their funnels 🙂
@Mike, thank you. @Cameron Rentch, will get MBs funnel events setup.
@Ryan good morning. just wanted to touch base and let you know I've about got my looker studio dashboard ready for the fb/tt crm event postbacks. aside from basic stats, it also logs any instances where an MB or their crm event isn't setup, so it's much easier to track down who we need info from
good morning gents. just fyi, I bumped the email from active prospect to see if any progress has been made. I honestly can't believe how shitty they are treating us given how much we're going to end up spending
@Mike I think you are missing the above email strings. What you and ryan asked for originally is not what we need we’re not spending $30,000 plus with them. There’s no need for it please re-read my emails above to make sure you understand that’s probably why they’re not replying because we’re not getting any $
@Cameron Rentch I'm sorry. I did read them, and interpreted it as they were supposed to be redoing the contract. the last email in the thread (from Ryan) even ended in "I am glad to discuss this with your CEO as well. But look forward to the updated contract.". I don't want to overstep, so going forward I won't be proactive with things like this until we discuss it first
That is correct, this is how it went on the original sales call. The last question the sales rep asked me and Mike is do we want the retain, withholding the fact there was more cost associated and never told us about the standard 90 days. They acted in bad faith. Once the contract came, I asked why more and they told me because its required to keep the certs. Again failing to operate in good faith on the real policy.
@here is the moment in the kickoff call where I discuss with Natasia about the contract confusion and getting it explained or corrected from June 7th.
This is Ryan. Natasha, my only confusion on this is the first quote we got was just 2500. And then at the very end, Kelly, I think her name was asked, kind of slipped in a question to me and Mike, which was, and you're going to want the trusted form retained. And so I was just confused because I thought the whole thing was 2500 because that's what I went to my partner and CEO Cameron and said, hey, you approved this? He said, yeah. And then it came back and it's doubled cost. And that's why he had sent an email going, I'm a little confused of what I'm getting. And so I just need to, you know, maybe have you take this page here and send it to me, Mike, and just Cameron, and I'll send you his email.
@Mike @Ryan SUPER critical issues here. We can not operate like this. We are looking like amateurs guys. Ryan and Mike, this was your original set up and we are having continuous failures. Needs to be permanently fixed - not "bandaided" can we do this? I dont care what it costs
@Cameron Rentch , you mean pay them and get the app built by @Mike ?
@Ryan I believe he's talking about power automate. I inherited that mess from rahat. the limits we're hitting are beyond our control unfortunately. if you want to continue with the no code route then we're likely going to need to change from power automate to another platform, or use multiple power automate accounts.
as long as we're using a 3rd party app we'll always been at the mercy of the vendor
Nick and Nick have been working with MSFT support on the issues to zero resolution?
gmail is rate limiting us.. that's not something microsoft can fix
@Mike, can you you not give them an SMTP email account without rate limiting issues to send to PowerAutomate?
Or change to a NEW gmail account that does not use "data@shield-legal.com"?
pa's gmail connector is a direct connection to gmail. there's not anything I can do to work around that
the way we work around it now is to switch to a different inbox
yes, that is what we've been doing is switch inboxes
And yeah, switching "new integrations" into a new inbox would be the wise move yeah?
Then why don't we have Nick and Nick use a AWS or GCP SMTP email account w/o limitations?
idk if pa has another email connector or not, but that's likely just a longer term bandaid
I have said over and over that if Nick McFadden can get the LawRuler intake q's and a's into the datawarehouse every five minutes, then doing integrations at Signed e-Sign FINAL would be pretty easy from a stable, non-email source in the table
@Mike, confused as hell. You just said it's a Gmail thing
So what is the PA "by the balls" comment referring to?
that we're basically vendor locked bc of all the existing integrations
The problem sounds like Gmail Rate Limit, not a PowerAutomate issue @Mike, so what is the problem with PA?
Seems like getting a non-gmail account to receive the integrations email from LawRuler for all "new" integrations would be the fix that is NOT a band-aid, it's a solution. If LawRuler only lets us extract that data from an email automation, using an email parsing tool is not a band-aid, it's a girder beam
@Mike @Ryan note that we have updated our billing address on all credit cards to the new office address: 5170 Badura Ave Las Vegas NV 89118
*Thread Reply:* I updated everything Saturday and Sunday, if I forgot something, I'll see the email come over on billing issues and take care of it.
@Cameron Rentch @Ryan could someone please give me expiration date and cvc for the visa ending in 9356? the one I have on file is expired.