Jess Documentation

Jess Setup

Jess Setup Overview

 

Jess is easy to install, and it you are using a commonly used form, you can be up and running in less than 5 minutes.

Most users can start to benefit from Jess by completing the Quick Form Setup detailed in step 1. If you are also tracking phone calls, complete step 3. If you are using Google Ads and want to track conversions by keyword, complete step 4. If you are using Google or Facebooks Ads and want to calculate Cost Per Lead, complete step 5.If you want to record the cost of marketing management fees, complete step 6.

    1. Quick Form Setup
    2. Standard Form Setup
    3. Add phone tracking codes (required for standard customers)
    4. Set up Google Ads and other sources to send information to track source, campaign, and keywords (optional)
    5. Import Google Ads and Facebook Ads data (optional)
    6. Set up Fees

 


Following the links or scroll to step-by-step instructions below. If you prefer, we can help. Just contact us for free help.

 

Get Setup Help

Request setup help now.

 

Step-by-step Setup Instructions

 

1. Quick Setup

Jess was designed to work with your own forms. If you are using a popular WordPress plug-in, SquareSpace or Weebly, you can use the following Quick Setup process. Use the Standard Setup if you want to manually map the fields of any form or if you are using a form not supported by our quick setup code.

Option 1

Login to Jess and navigate to Setup, Integration. Scroll to the bottom and copy your integration key. Replace the sample integration key below with your key. Then, insert this code snippet in the Head section of every page of your website.

<script src=”https://app.getjess.com/form_integration_auto.js“></script>
<script>
    new JessCRMForm({
      integration_key: ‘313d11e5-a553-493e-af63-2320acd4a928’,
    });
</script>

Option 2

For better website performance, you will want to run the second script only on the pages where you have a contact form.

Insert this code snippet in the Head section of every page of your website.

<script src=”https://app.getjess.com/form_integration_auto.js“></script>

Then, replace the sample integration key with your own and place this code only on the pages where you have a contact form.

<script>
    new JessCRMForm({
     integration_key: ‘313d11e5-a553-493e-af63-2320acd4a028’,
    });
</script>

If you are using WordPress, you can download, install, and activate the Jess Configuration Plugin and your code will be installed properly. From WordPress click Plugins, Add New, Upload Plugin, Choose File, select Jess Configuration Plugin from your files, Open, Install Now, Activate Plugin.

Click Jess Configuration from the left menu and enter your integration key. You can find your key by clicking Setup, Integration from the Jess menu.

If you are installing Jess on a WordPress website that uses one of the popular contact forms (Contact Form 7, Gravity Forms, NinjaForms, WPForms, or Formidable Forms) and you installed the above plug-in, simply enter the shortcode [jess] on any page where you have a form which will allow Jess to import your contact form submissions.

Submit a test contact form to make sure your data imports into Jess.

If you are using a different platform than the ones listed above or you would like to customize how your contact fields map to Jess, you will need to map your form manually, which is covered in Step 2 below.

 

2. Standard Form Setup

As mentioned in Step 1, Jess installation is simplified if you are using a popular website platform and WordPress contact form plug-ins. If you were able to submit a contact form by installing the code in step 1, you can skip this section. If not, you will need to manually configure and add the form mapping code block to any page where you have a form.

First, insert this code snippet in the Head section of every page of your website. Note this is different than the code block found in the Quick Start section.

<script type=“text/javascript” src=“https://app.getjess.com/form_integration.js”></script>

Next, navigate to Setup, Integration in the Jess Dashboard. Copy the form mapping code block, configure it, and place it on any page where you have a form.

Configuration Parameters

You’ll have to substitute the following variables so they match those of your own form.

integration_key – replace this with your own integration key which you can find by clicking Integration from the Jess menu. Simply copy the integration key at the bottom of the page.

form_submit_button_id – replace with the ID attribute of the form’s submit button. To find the ID, right click the button (or Ctrl+Click if you are using a Mac) and click Inspect. You’ll see a code block come up. Look for the code snippet that contains “id=”. What follows the = sign is your ID. For example, the form_submit_button_id should be set to form-submit if you see “id=form-submit”.

All field_map variables, e.g. last_name_field_id, work_email_field_id, etc. – replace with the ID or name attribute for each of your form’s fields. Please note the last name and work email fields are required. Right click the fields and follow the instructions in the section above to identify the ID of each field.

Important note: if you can’t find an ID for any element, you can use the “name” attribute instead. Names will be in this format: “name=email_address”. If you can’t find the ID or name attribute, you will need some help reprogramming your form or using jQuery to create the IDs. Contact us if you get stuck.

After you are done mapping all of your fields, delete all field mapping parameters that aren’t required. For example, if you aren’t capturing a middle name, delete the line  middle_name: ‘middle_name_field_id’,

The code below is for illustrative purposes and includes all fields that are available to map using the name attribute. If you were using IDs, you would substitute id: where you see name:. Keep in mind, integration key in the same code below needs to be replaced with own key. You can copy your own code block with your integration_key already in place from the Jess Integration menu.

 

 

Troubleshooting Form Setup

The form configuration has to be configured and installed exactly in order to work. If your form isn’t working, here are some things to check before contacting us.

Did you install the line of code in the header? Click Tools, Developer Tools, View Source (or View, Developer, View Source in Chrome) and search for “Jess” to check.

Are there commas after every item in the field map except the last line? There need to be commas after every item in your field map except the final one.

Do you have extra spaces in your parameters? zip: ‘zip-code’, is correct. ‘ zip-code’, and ‘zip-code’ , are not.

Do you have any extra fields in your field map? Remove any extra fields.

Do you have the correct field IDs? If you aren’t sure, copy the ID rather than rekey it.

Did you map the IDs to name:? In this case, change name to id.

 

3. Add Phone Tracking Code

If you have purchased a Jess version that includes phone call tracking, you’ll need to contact us to set up phone numbers for you. To ensure we set up the right number of phone numbers, we’ll need to know the highest number of users your website had in one hour the last month, which can be found in Google Analytics. Just go to Audience and then Overview from the Menu and then Hourly from above the graph and roll over the highest point in the line graph. Let us know this number and we will calculate the number of lines you need for your website. The average small business needs 3 numbers, but we’ll give you a minimum of 4 and up to 8 with our standard plan. If you have less than 10,000 users per month, 8 numbers is sufficient. We can also set up additional numbers to track calls from advertisements that allow in ad tracking, such as Google Ads. Just let us know.

After we set up your phone numbers, go to Setup, Phone Number Pool. Copy the code snippet and place it in the Head section of every page of your website. This is a sample of the code block you will paste into your site. You can use this code snippet, but remember you need to replace the sample integration key with your own.

<script type=“text/javascript” src=“https://app.getjess.com/phone_integration.js”></script>
<script type=“text/javascript”>
    new JessCRMNumberReplacer({
       integration_key: ‘8a005174-d3d9-45e7-ab85-247ee197a3e9’
    })
</script>

4. Set up Google Ads and Other Sources to Send Information To Track Source, Campaign, and Keywords

UTM parameters are used to provide information about your ad sources. Google Ads can be configured to add them automatically. You’ll need to generate URLs with UTM parameters manually for each other ad source you’d like to track, for example, email newsletters or links from third party sites. If you are unfamiliar with UTM parameters, read our UTM parameter tutorial.

 

Set up Google Ads

If you are using Google Ads, follow these steps to configure Google Ads to use URLs with UTM parameters.

  • Click Campaigns
  • Click Settings, Account settings
  • Copy the following line of code and paste it into the  tracking template field: {lpurl}?utm_source=google&utm_medium=cpc&utm_campaign={_campaign}&utm_content={creative}&utm_term={keyword}
  • Click Campaign Settings
  • Click Columns, Modify Columns, Custom Parameter, Apply
  • Set custom parameters to capture the names of campaign as follows.
  • Click Edit
  • In the first field (which appear next to _), enter the word “campaign” (without the quotation marks).
  • In the second field, enter the name of campaign you’d like to use. While you can use any names you like, we recommend using a name that lets you easily identify the campaign that is the same as, or close to, the name of your Google campaign. We suggest using lower case characters and _  instead of space if you have more than one word in your campaign name, for example, bikes or rental_bikes

 

Set Up Facebook

Facebook is easy to set up. If you are using Facebook Ads, replace your destination links with:

https://myurl.com/?utm_source=facebook&utm_medium=cpc&utm_campaign={{campaign.name}}&utm_content={{ad.name}}

replacing https://myurl.com with your URL. If you prefer, you can use paid or any other identifying word as the medium parameter.

You can also add a utm_term parameter and use it to track another element of your campaign. To do so, just append the above link with &utm_term followed by that data you would like to report, e.g. audience targeting information. UTM parameters are very flexible. For complete information, visit Facebook to learn more about how to set URL parameters for your ads.

 

Set up URLs Manually for Other Advertising Services

You can use this URL builder to create property formatted URLs with UTM parameters.

https://ga-dev-tools.appspot.com/campaign-url-builder/

Source should be the name of the site, or in the case of an email, use newsletter or email.

For Medium, consider using cpc or paid for a paid source, or email for email marketing initiatives.

Campaign name, term, and content are optional, but can add more detail. For example, use Campaign Name to distinguish between multiple initiatives, for example, spring_19 or summer_19.

Keep track of the parameters you use, because you’ll want to use them consistently for best results. For example, stick to using either cpc or paid to indicate paid sources of traffic. Keep in mind that UTM parameters are case sensitive, i.e. CPC and cpc are considered different UTM parameters.

 

5. Import Google Ads and Facebook Ads Data

 

Adding Ad Source data from Google Ads and Facebook lets you see basic information about these campaigns in the Jess dashboard and also gives Jess the information needed to calculate cost per lead and cost per sale. You can also add cost of advertising of other ad sources manually. If you are using either Google or Facebook Ads, set up the data import so Jess has the data needed to run reports related to ad costs.

From the Jess dashboard, click Ad Sources. Click the New Ad Campaign Button.

Enter the name of your campaign in Name (e.g. Facebook Ads or Google Ads)

Click Link Account to link Facebook or Google Ads campaigns. You must be logged into these systems to connect to them and allow Jess access. Choose your account from the list that appears. Choose one or more campaigns to include. Click Save.

To add a source manually, choose Manual and enter the price of the campaign.
 

6. Set Up Fees

 

You can enter SEO, PPC, email marketing, social media marketing, or and other management fees or costs of third-party ads. The allows Jess to populate the cost per lead report.

From Admin, click on Setup, Fees and click + New Fee.

Enter the fee name in the Name field, for example SEO Management fee.

Enter the Source and Medium of traffic from this source. For example, to track all organic traffic, enter organic as the UTM Medium. For Google Ads, enter cpc as the UTM Medium and google as the UTM Source. If you are unsure what source and medium is being recorded from your advertising campaign, you can find this information in Google Analytics under Acquisition, All Traffic, Source/Medium. Keep in mind UTM data is case sensitive.

Next, enter the amount of the fee either as a percentage (5 = 5%) or monthly amount. Enter the date range this fee is being charged. Click Create Fee.

 

Helpful Links

Documentation