Jess Integrations Setup

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Add Ons Setup

5

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

Free Version Setup

5

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

Form Tracking Setup

12

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

Fees Setup

1

Setting Up Fees

Phone Call Tracking Setup

5

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

UTM Parameters

3

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

User Documentation

6

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

Agency Documentation

2

Agency Narrative Reports
Jess Agency Dashboard Overview

Integrations

2

Salesforce Integration
Zoho Integration

Google Tools

4

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

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Salesforce Integration
Zoho Integration

Key Features

Call Tracking Software
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Dynamic Number Insertion
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