Onboarding
Welcome!
Ready to start measuring your marketing success in dollars, not just leads? Follow the steps below, starting with Step 1, to ensure we can tie all your digital marketing channels together.
Once completed, no more manual data collection – it’s time for automated revenue analytics data just for you.
Please note all information below in your onboarding sheet.
Have any questions? Please reach out to your onboarding team member, and we are happy to assist.
FSM/CRM Access
Service Titan
- Navigate to Settings -> Integration -> API Application Access and copy your Tenant ID located in top right.
- Once SearchLight authorizes your Tenant ID with 24-48 hours from collecting your Tenant ID, please proceed in sending along your Client ID and Client Secret in your Onboarding Tracker or via email:
- Login to Service Titan > Settings (gear icon) > Integrations > API Application Access > Connect New App > SearchLight > Note No Restrictions in Both Dropdowns > Allow > Copy Client ID > Generate Client Secret > Share BOTH with SearchLight team
Housecall Pro
- Follow these steps below to generate your API Key under “Generate your API Key” section.
Service Fusion
- Login to your Service Fusion account. Hover over ‘My Office’ tab and click ‘API Credentials’
- Copy “Client Secret” and “Client ID”
Field Edge
- Please provide us an Admin or Manager login with an email and password.
Service Monster
- Please provide us a login with an email and password.
Sera
- Please provide a login to your account.
- Provide the unique login url.
Service Minder
- Please provide an admin-level login to the account.
Have a provider you don’t see above?
Contact your onboarding team member and we can provide assistance.
Website Tracking Pixel – “Photon”
Step 1: Add photon to the head element of every page
<script async src="https://searchlight.partners/photon/photon-3p.js"></script>
To check if the Photon Pixel is firing properly, open the site’s DevTools on any page, click on “Network”, filter to “photon” in the search bar, and reload the page. If installed properly, you will see the script and a page load or event.
Google Tag Manager:
While our photon tag will work in Google Tag Manager, our ability to track phone number swapping may degrade slightly moving the Photon tag out of the original head element source and into GTM. However, our ability to track number swapping is a safe-guard measure that we have not needed to employ for certain call trackers. You can reach out to our team if you have further questions.
Step 2: Troubleshoot
When using Google Tag Manager
- Check for Multiple Instances
- Search Elements Tab in Dev Tools for GTM
- Look for GTM id e.g. ?id=GTM-NC6W76Z
- Search Sources Tab in Dev Tools for photon
WordPress / Nitro Pack
You will have to clear the Nitro Pack cache to see the following changes. When NitroPack is in use add nitro-exclude to the photon tag:
<script async nitro-exclude src="https://searchlight.partners/photon/photon-3p.js"></script>
Duda Content Management System
- Photon tag must go at the top of the Body element
- Must save both header and body text-area elements in CMS
- Must publish to see changes
Call Tracking
CallRail
- Unless otherwise stated in your Onboarding Tracker, please grant Reporting access to: [email protected]
WhatConverts
- Need API string (token & secret)
- See example below:
['99832-fc0521c7d#######', 'a335aab80769c33f6736948f##xx##x#']
Call Tracking Metrics
- Login to Call Tracking Metrics and note your Account ID and Basic Authentication Token
- See example below:
ID: 123456 Token: “Ynfj2389FJ8349Kfi09eff…”
Service Titan
- If not completed, follow onboarding items in Step 1 to ensure we are connected via API.
Have a provider you don’t see above?
Contact your onboarding team member and we can provide assistance.
Channel Linking
Google Ads
- Individual or Group: Invite SearchLight-specific email (outlined in onboarding sheet) to Google Ads account(s)
- Agency or Self-Managed: Invite SearchLight-specific email (outlined in onboarding sheet) to Google MCC
Google Local Service Ads
Two options:
- Grant SearchLight access to LSA MCC
- OR Link SearchLight MCC to client LSA account:
- We request they add their CID to the onboarding sheet.
- We send account linking request via SearchLight MCC
- Client/agency accepts SearchLight MCC linking request
Microsoft Ads
- Login to the Microsoft Manager Account that contains the ad account(s)
- Click ‘Tools’ > ‘Account Access’ > ‘Invite User’
- Add details, [email protected] and change ‘Account role’ to ‘Viewer’
- Select that ad account(s) you are granting SearchLight access to, and click ‘Send’
- *Please ensure you are sending invites from the Manager Account and not the individual ad account.
Facebook Ads
- Client adds Facebook Ad ID to onboarding sheet
- SearchLight sends ‘View Account’ access request to client Facebook Ads account from Searchlight Business Manager
- Client accepts request and Facebook Ads Account is linked to SearchLight Business Manager (and API)
Secondary Items
We can launch the dashboard without the below information, and peice together as we go. Items above are critical.
SEO Fee
Note in your average monthly fee for SEO and/or website services so we can determine an accurate ROI from non-advertising channels (Organic, Google Business Profile, Direct, etc).
Conversion Tools (Chat, Text, Booking)
Schedule Engine v1
- Please login to Schedule Engine and add service+[account_name]@searchlightdigital.io as a user under Settings > Users > Click “+” add that email.
- OR a ServiceTitan admin can reach out to ServiceTitan support to get us a login to Schedule Engine via service+[account_name]@searchlightdigital.io.
Podium Chat
Two options:
- Need unique username (email) and password
- Use the ‘+’ email trick to create custom email username without creating brand new email address
- Ex. Add [email protected] to their Podium account
Zyratalk Chat
- Need a login, username and password to the account, and our team will establish the API connection.
Service Titan’s Scheduling Pro
- SearchLight will connect to Scheduling Pro via your Tenant ID, and API keys collected in Step 1. Please inform SearchLight if you have/are adopting Scheduling Pro so we can integrate appropriately via your ServiceTitan credentials.
GoHighLevel Forms & Chats V1 only
- Please provide your Location API Key.