Strategic Marketing Academy - Marketing for Event Industry Professionals

SMA offers marketing services and training for event businesses and small businesses in other industries

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Client Account Setup

Please fill out the below form to give us access to the accounts we need for your marketing program.

1 General

2 Web Design

3 Blogging

4 Social Media

5 Video Marketing

6 Email Marketing

7 Adwords Management

8 Analytics

9 To-Do Checklist

Company Info
Name
First Last
Company Name
Website URL
Marketing Program Components
In the welcome email you received when we started your program, you will find a list of items we included in your program. Please checkmark each item below. On the following pages, you will find specific instructions on providing us with necessary details on accessing the accounts.
Program Includes
- Website Design
- Blogging
- Social Media
- Email Marketing
- Video Marketing
- Adwords Management

Website Design / Redesign
URL Registrar Login
This is the login to the place where you bought the domain name. Common registrars are Godaddy, Network Solutions, 1and1 and etc. If you do now know where your site was registered, let us know and we can help you look it up.
Registrar URL
Username
Password
Hosting - Cpanel or Dashboard Login
Cpanel is a website dashboard that hosts scripts, software and other webmaster tools. If you are not familiar with it, ask your previous webmaster for login info. Note, that some hosting sites, such as 1and1.com do not have a cpanel and instead just give you a login to a dashboard where you can manage your site.
Hosting Company
Please specify where your website is hosted. This will be the place where you are paying monthly or yearly fees for hosting your site. Sometimes, it may be the same place where you registered your domain name, such as Godaddy. Others, it will be a separate company.
Username
Password

Blogging
Do you have Wordpress or another CMS already installed on your site?
- Yes
- No
Wordpress or other CMS
If you have a content management system on your website, such as Wordpress, Joomla or Drupal, you will have a separate login to the dashboard to edit contents of the website. This is where you would login to change wording, pictures and other items on the actual site.
Username
Password
Info For Blog Setup
If your program includes website design and you have already provided the registrar and hosting info on the previous page, you can skip to the next page.
URL Registrar Login
This is the login to the place where you bought the domain name. Common registrars are Godaddy, Network Solutions, 1and1 and etc. If you do now know where your site was registered, let us know and we can help you look it up.
Registrar URL
Username
Password
Hosting - Cpanel or Dashboard Login
Cpanel is a website dashboard that hosts scripts, software and other webmaster tools. If you are not familiar with it, ask your previous webmaster for login info. Note, that some hosting sites, such as 1and1.com do not have a cpanel and instead just give you a login to a dashboard where you can manage your site.
Hosting Company
Please specify where your website is hosted. This will be the place where you are paying monthly or yearly fees for hosting your site. Sometimes, it may be the same place where you registered your domain name, such as Godaddy. Others, it will be a separate company.
Username
Password

Social Media
Please indicate which social media accounts we will be managing for you.

Different networks allow different types of access to accounts. Some have the option to authorize a separate user to become a manager on the account. Others do not offer that option, so we have to use the original login information for the account.

Once you select the networks below, you will be presented with the details regarding each network management setup.

Don't worry about writing down the instructions for networks that require special authorization. We'll give you a checklist at the end of this form.
Social media accounts
- Facebook
- Google +
- Twitter
- LinkedIn
- Pinterest
Facebook
You will need to authorize our account manager to post updates and manage your Facebook page. In the field below, please copy and paste the URL of your Facebook page. Once we receive this form, our social media manager will "Like" your page with the name "Katie Kuhns". This is our corporate profile that we use to manage our clients social media accounts.

We will notify you when this is complete. At that point, you will need to go to your Facebook page and add Katie Khuns as an admin to your page.
Facebook Page URL
Google +
Go to your Google + page while logged in to the account that owns that page. In top right, click on "Page settings" - "Managers" tab and add katiekuhns01@gmail.com as a manager.
Twitter
To manage your Twitter account, we need to get the actual Twitter login info. Please enter it below.
Twitter Username
Twitter Password
Linked In
To manage your LinkedIn account, we need to get the actual LinkedIn login info. Please enter it below.
LinkedIn Username
LinkedIn Password
Pinterest
To manage your Pinterest account, we need to get the actual Pinterest login info. Please enter it below.
Pinterest Username
Pinterest Password

Video Marketing
If you have an existing Youtube video channel, you can add our account as a manager in order for us to post videos to the channel. If you do not have one setup, we will set one up for you.

Please indicate whether you have an existing channel.
Existing Youtube Channel?
- Yes
- No
Youtube URL
You can provide the channel URL or an address of any video you have on Youtube. If you have a video embedded on your site, just indicate "video on site" and we will get the URL from it.
For us to post videos on your Youtube channel, we need you to add our email address as a manager on the account. To do this, go to Youtube and make sure you're logged in to your account. In top right, click on "Page settings" - "Managers" tab and add katiekuhns01@gmail.com as a manager - this is our account that we use for managing clients' social media accounts.

We'll add these instructions to the checklist at the end.
No problem! We'll set up a new Youtube channel for you and will give you access to it.

Email Marketing
If you are interested in using email marketing campaigns to follow up with your leads and customers, you will need to utilize a third-party email software to send out mass emails. There are many great providers out there and we will be happy to assist you in finding the best one to suit your needs.

Please indicate whether you have an existing subscription to an email / autoresponder service.
Existing Email Service Subscription?
- Yes
- No
Provider
This may be a company like Constant Contact, iContact, Aweber or other.
Username
Password
No problem! We can help you set up a new email service.

We are a Google Certified Partner with access to Google Client Management Tools that allow us to manage our clients accounts from one dashboard.

If you have an existing Adwords account, we will need to add it to our management console.

If you do not have an existing Adwords account, we will create one for you.
Existing Adwords Account?
- Yes
- No
For an existing Adwords account, please provide the 9-digit Adwords account number. You can find it in the top right corner of the screen when you are logged into your Adwords dashboard.

Once we receive the account number, we will add it to our console and you will be emailed a notice that a user "smatracking@gmail.com" is requesting access to your account. After you approve this request, we will have access to manage your account.

We'll add these instructions to the checklist at the end.
Adwords Account Number
No problem! We'll set up a new Adwords account for you and will give you access to it.

Website Analytics
Do you have Google Analytics or another visitor tracking software installed on your site?
- Yes
- No
- Not Sure
Tracking and Analytics Software Login
If you have Google Analytics installed on your website, it will be tied to a gmail address. We will need to login to that account once to authorize our corporate gmail address to access the analytics data. In this case, please provide the gmail address and the associated password that is tied to the analytics account. If you have a third-party analytics service, please provide us the login info.
Analytics Provider
Gmail Address
Password
Which analytics company do you use?
Username
Password

To Do Checklist
Based on your form input, here are the items that will need to be completed by you. You may want to print this page before hitting the submit button below.

Please make sure to click the "SUBMIT" button below to send your form to us.
Facebook Authorization
You will need to authorize our account manager to post updates and manage your Facebook page. Once we receive this form, our social media manager Kevin Williamson will "Like" your page.

We will notify you when this is complete. At that point, you will need to go to your Facebook page and add kevin@strategicmarketingacademy.com as an admin to your page.
Google+ Authorization
Go to your Google + page while logged in to the account that owns that page. In top right, click on "Page settings" - "Managers" tab and add katiekuhns01@gmail.com as a manager.
YouTube Authorization
For us to post videos on your Youtube channel, we need you to add our email address as a manager on the account. To do this, go to Youtube and make sure you're logged in to your account. In top right, click on "Page settings" - "Managers" tab and add katiekuhns01@gmail.com as a manager - this is our account that we use for managing clients' social media accounts.
Adwords Authorization
Once we receive your Adwords account number, we will add it to our console and you will be emailed a notice that a user "smatracking@gmail.com" is requesting access to your account.

Please watch your email for the request. After you approve this request, we will have access to manage your account.
Email
This field is for validation purposes and should be left unchanged.

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Topics

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Marketing Planning
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Networking
News & Thoughts
Online Marketing
Paid Online Advertising
Print Advertising
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Reputation Management
SEO
Social Media
Trade Shows
Video Marketing
Website Design

Recent Posts

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A Complete Guide To Business Social Media Etiquette [Infographic]

See The Results!

Services

Strategic Marketing Planning
Website Design
Local Search Marketing
Search Engine Marketing
Search Engine Optimization
Social Media Marketing
Blogging
Video Marketing
Online PR
Online Reputation Management
Pay Per Click (PPC) Marketing
Conversion Optimization
Mobile Marketing
Tracking And Website Analytics

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