Jess End User Documentation

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Essentials Setup

3

Google Analytics Setup
Google Search Console Setup
Google, Facebook, and Microsoft Ads Setup

Form Tracking Setup

11

Ad Source 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 Alerts
Standard Form Setup

Fees Setup

1

Setting Up Fees

Phone Call Tracking Setup

4

Ad Source Setup
Phone Call Tracking
Set Up Email Alerts
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

5

Accounts
Activities
Lead Management
Opportunities
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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User Documentation

User Documentation

End user documentation. Learn how to use the Jess dashboard to manage leads and view reports.

Accounts
Activities
Lead Management
Opportunities
People

Key Features

Call Tracking Software
Form Tracking Software
Dynamic Number Insertion
Integrations
Marketing Analytics Reports

Agencies

Agency Partner Program
Marketing Agency Reporting

Support

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