Jess Integrations Setup

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Add Ons Setup

5

Standard Form Setup
Quick Form Setup
Phone Call Tracking
Conversion Location Setup
Agency Narrative Reports

Free Version Setup

5

Invite a New User to Use Jess
Google, Facebook, Microsoft, and LinkedIn Ads Setup
Google Search Console Setup
Google Analytics Setup
Alerts

Form Tracking Setup

12

Standard Form Setup
Set Up Email Notifications
Quick Form Setup
Form Tracking Setup – WP Forms
Form Tracking Setup – Wix
Form Tracking Setup – Squarespace
Form Tracking Setup – Ninja Forms
Form Tracking Setup – Gravity Forms
Form Tracking Setup – Formidable Forms
Form Tracking Setup – Contact Forms 7 Forms
Conversion Location Setup
Ad Source Setup

Fees Setup

1

Setting Up Fees

Phone Call Tracking Setup

5

Tracking Calls as Google Analytics Events
Set Up Email Notifications
Phone Call Tracking
Conversion Location Setup
Ad Source Setup

UTM Parameters

3

Adding UTM Parameters to Landing Page Links
Adding UTM Parameters to Google Ads
Adding UTM Parameters to Facebook Ads

User Documentation

6

People
Opportunities Management
Lead Management
Invite a New User to Use Jess
Activities
Accounts

Agency Documentation

2

Jess Agency Dashboard Overview
Agency Narrative Reports

Integrations

2

Zoho Integration
Salesforce Integration

Google Tools

4

How to Install Google Analytics Tracking Code on Your Website
How to Create a Google Search Console Account
How to Create a Google Analytics Account
How To Create a Google Account

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Zoho Integration
Salesforce Integration

Key Features

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