Agency Dashboard Client Dashboard Configuration (Onboarding)

Agency Dashboard Client Dashboard Configuration (Onboarding)

1. 01

   Create a new campaign for the client in the Campaigns section

   Navigate to 'Campaigns' and click 'Add Campaign'. Enter the client's business name and select the appropriate plan tier (Starter, Freelancer, etc.) based on the number of keywords and campaigns needed.

2. 02

   Connect the client's marketing accounts via the Integrations page

   In the 'Integrations' tab, authorize Google Analytics 4, Google Search Console, Google My Business, Google Ads, and Facebook Ads. Ensure the client provides the necessary credentials or uses OAuth to grant access.

3. 03

   Set up keyword tracking for the client's campaign

   Go to 'Keyword Tracker' and add up to the plan's limit (e.g., 50 keywords for Starter, 250-1000 for Freelancer). Enable daily updates to monitor rank changes.

4. 04

   Configure the white-label branding for the dashboard

   Under 'Branding', upload the agency's logo, set the primary color, and customize the dashboard URL to reflect the client's brand. This ensures the dashboard appears as the agency's own product.

5. 05

   Build the dashboard layout with relevant widgets

   In the 'Dashboard Builder', drag and drop widgets for SEO, PPC, GMB, and social media metrics. Arrange them to highlight the client's key performance indicators.

6. 06

   Schedule automated reports for the client

   Navigate to 'Reports' and create a new report. Choose the frequency (daily, weekly, or monthly) and select the delivery method (email PDF or link). Set the timezone and recipient list.

7. 07

   Invite the client as a user with limited access

   In 'User Management', add the client's email and assign a 'Client' role. This grants them access to the dashboard and reports without exposing internal settings.

8. 08

   Review the dashboard and send a test report

   Preview the dashboard as the client would see it. Send a test report to the agency's own inbox to verify data accuracy and branding before the official launch.