client portal

This Is the Most Convenient Way to Track Your Marketing Progress

Last Updated: February 15, 2024

Picture this: It’s Sunday afternoon, and you’re taking some time to mentally prepare for the workweek ahead. This gets you thinking about your online marketing campaign. How many jobs are you booking as a result of your campaign? Are you getting a good return on your investment?
Unfortunately, since it’s the weekend, the online marketing company you work with probably isn’t open—which means you won’t be able to call your campaign coordinator and ask about your campaign’s performance until some time tomorrow. However, you’re busy with appointments all week, so it’ll be difficult for you to find the time to call them.
How frustrating! All you want is to check up on your campaign and see how it’s performing. Just some statistics about calls, emails, and website traffic would suffice.
Well, did you know you can find all this information—and more—in the Prospect Genius Client Portal?

PG’s Client Portal Tells You Everything You Need to Know

Accessible through our website, the Client Portal provides you with several reports about your campaign so you can keep tabs on your performance trends. You can check out weekly and monthly statistics about incoming leads, and then compare those with your revenue from booked jobs to see how your ROI is looking. Plus, checking your reports often will help you detect dips in performance and enable us to get ahead of any issues that might crop up.
So, if you want to save yourself the hassle of playing “phone tag,” you have the freedom to check on your campaign whenever you like. All you have to do is log in to the Client Portal!

Below, we’ve outlined some of the most popular and helpful features, based on what our clients ask us about the most. They are: the call log, email log, website visitor summary, and PPC manager.

Call Log:

Here is where you can see all the incoming calls you’ve received via your campaign’s LeadTrax number. On your call log, you can:

View caller ID details so you don’t have to rely on a receptionist’s messages and so you can return calls at your own convenience.
View the exact date and time of each call.
Listen to the entirety of each call, no matter if the caller only left a voicemail or if they had a full conversation with a member of your team.
Download calls so you can revisit them any time you want. This is especially handy for training employees on customer service or examining disputes with customers.
“Rate” each call—in other words, categorize each call for your own records. There are many possible categories you can choose, including “Existing Customer,” “Opportunity,” “Scheduled Appointment,” “Booked Job,” and so on. This way, when you look back at your call log, you can instantly see the value of each call.

Email Log:

All of the emails in this log come straight from the contact form on your CoreSite. On your email log, you can:

View sender ID details so you can follow up with a phone call or email.
View the exact date and time of each email.
Read all of your messages on the same page. No extra clicking required!
“Rate” each message just as you would on your call log (see above).

Website Visitors:

When it comes to your monthly website visitors, you should pay less attention to the numbers themselves and more attention to the overall trend. Are your numbers remaining steady? Good. Are they gradually increasing? Even better. And if you notice a sudden drop in traffic, you can get in touch with your campaign coordinator right away and get to the bottom of it.
There are two reports you can look at to view your website traffic data:

Traffic Summary—See how your number of total website visitors is trending over time.
Monthly Unique Visitors—You may find this report even more useful, as it doesn’t contain any repeat visitors.

Please keep in mind: When looking at any monthly reports, you’ll be looking at incomplete data for the current month. For example, say you’re viewing your reports on May 11. Any data you see for May 2018 will be incomplete, as the month is only a third of the way through. So, bear this in mind and don’t be deceived by an unusually low number if it’s still early in the current month!

PPC Manager:

If you have PPC or Facebook Ads, you can view all the pertinent data right here in the Client Portal, too. For example, you can see your:

Monthly budget
Ad group(s) status
Daily and monthly spend data (per ad group)
Average ad position (per ad group)

These numbers will keep you current with your paid advertising campaigns. Business owners typically like to see where their ad dollars are going and how effective their ads are in general. These reports will give you that peace of mind and help you see whether you’re getting a good return on your paid ads.

Log in to the Client Portal Today!

The Client Portal is available to you at all times of the day and night. Simply go to the Prospect Genius website and click “Log In” at the top of the page.
If you’re a current client, you should already have a username set up. However, if you’re having any trouble logging in, please don’t hesitate to give us a call for help.
Check out your campaign details in the Client Portal today and let us know what you think!

What You Need to Know About Missing E-Mail Notifications

Last Updated: February 15, 2024

Some clients have not been receiving their usual e-mail notifications about incoming phone calls. Is this happening to you?
Before we jump into an explanation, we’d like to make one thing clear: You are still receiving incoming calls. You just aren’t receiving e-mails notifying you about them.
We could use a lot of technological mumbo-jumbo to explain what’s causing the delivery failure, but that would probably just create more confusion. So, to put it in the simplest terms, the problem boils down to spam-fighting changes made by your e-mail provider.

Here’s what you need to know:

E-mail notifications about your phone calls are sent by a third-party phone provider.
For some reason, your e-mail server is rejecting e-mails from this third party.
- It’s difficult to say exactly why this is happening.
- It could be that your e-mail provider recently updated its e-mail authentication protocol, which is causing it to block the messages. (You can read more about e-mail authentication here.)
- Or, it could be that there’s been an uptick in the number of e-mails sent by this particular third party, and this tripped a switch somewhere in the authentication protocol, resulting in the decision to start blocking these e-mails.
Whatever the reason, you aren’t receiving e-mail notifications about your phone calls because your e-mail server is rejecting them.

We understand how the sudden absence of e-mail notifications can be alarming—especially if you’re used to receiving dozens per month. But remember: You’re still getting incoming calls.
Plus, that call information is not lost. It’s in your call log! Checking your call log is easy: Just sign in to the Client Portal, and all of your callers’ information will be there.
Like we said, there’s not a whole lot in anyone’s control with this issue. If you want to continue receiving e-mail notifications, you can try “whitelisting” the sender’s address so it stops getting rejected. Here’s how to do that.
On our end, we’re looking into ways we can revamp our systems and for ways we can pressure our vendors to change theirs. Unfortunately, there’s no quick fix. In the meantime, just keep in mind that e-mail, by its nature, is never 100% reliable. To make sure you’re getting all the info you need, continue checking your Client Portal regularly.
If you have any further questions or concerns about this issue, feel free to call or e-mail us.

11 Simple Ways to Customize Your Online Advertising Campaign

Last Updated: February 15, 2024

Our lead generation program allows you to be as involved as you want, an aspect that appeals to many of our clients. If you prefer to be hands off and let us take care of all the details, that’s great. However, there are many clients who like to be more interactive with their campaigns. By making their own contributions and adding touches of their unique personalities to their sites, they feel more invested in their campaigns and forge a stronger connection with their own customers.

Thankfully, it’s not only easy to add custom flourishes to your online advertising campaign—it’s also inexpensive.

DIY Freebies

These do-it-yourself options are free through the Client Portal.

Add a photo gallery. Through the Client Portal, you can manage a photo gallery by uploading your own original photos. All you have to do is ask us to enable the photo gallery tab on your LeadTrax™ site, and then you can go to town! The gallery can focus on anything you want: recently completed work, before-and-after shots, items for sale, or even your team members. People love pictures, and having a photo gallery that showcases your talent or brand is a great way to take advantage of that.
Add a “For Sale” tab. Operating the same way as the photo gallery, this tab allows you to upload your own pictures and captions for items that you’re selling (once we’ve enabled it on your site). This has been very popular with appliance repair companies that sell refurbished appliances. Take a look at the “For Sale” tab at A B Appliance Services, for example.
Keep your own blog. Every new LeadTrax site comes with a fully functional blog just waiting to be filled with content. We write a couple of initial posts for you following your site launch, but after that, you can feel free to update your blog as much as you want. As long as you have a topic that your audience wants to read about, you can write your heart out. An up-to-date, informative blog proves to your prospects that you’re engaged and knowledgeable.

Complimentary Add-Ons

Our professionals will take care of these for you free of charge. Simply call or e-mail us with your specific requests, and we’ll do all the work!

Add unique tabs for extra content. This is a great option for business owners who want to include a separate “About Us” page, but it can work for almost any extra content you wish to include. You can either submit your own, original content for us to add, or our professional writers can do the job for you. Take a look at the “About Us” page for Mary Ellen Flaherty & Brendan Flaherty Realtors as an example. You may also be inspired by Yocum Shutters and Blinds, who used this tab to showcase their “Best of West Chester” award.
Add custom e-mail/service request forms. Many business owners find that their customers like to submit e-mails and service requests right from their websites, which is why we include an “E-mail Us” link as a standard feature on all of our LeadTrax sites. However, some businesses find it handy to have custom content in their e-mail forms so they can ensure they get all of the necessary information from their prospects right up front. Just tell us about the specific fields or questions you’d like to include, and we’ll create a custom form for you. For instance, we created a custom e-mail form for Acello Tax Resolution Group that asks prospective customers to provide details about their tax problems. This gives the tax consultants a baseline understanding of the case, making life easier for both the business owner and the customer.
Add a “Leave Us a Review!” button. As we’ve covered extensively, customer reviews are a crucial part of your online presence. When you have us add this button to your site, it will be more convenient for past customers to click on it and submit a quick review of your business. Then, the feature will automatically upload the positive reviews straight to your Google+ listing.

Low-Cost Additions

These options require the hands of our professionals, but they’re well worth the minor investment.

Upgrade your template. If you’ve been with us for a few years, then you might be sick of looking at the same ol’ layout all the time. Or you might want a more updated look to keep up with the times. Whatever the reason, if you’re interested in upgrading your LeadTrax site template, just let us know! Right now, we have several brand-new templates hot off the presses.
Request brand pages. If you work in an industry like appliance repair, you might find that customers are often seeking a repairman who specializes in specific brands. You can easily address this by having us write a brief, targeted page for any brand you wish to highlight. Morris County Appliance Repair, for example, chose to add pages for quite a few of its most popular appliance brands.
Request a press release. Has something newsworthy recently happened with your company? Why not announce it? We can write a press release on your behalf and distribute it to boost your SEO. At the same time, you’ll have a tangible news item that you can share with all of your friends and fans on social media.
Use MapTrax™. MapTrax is a tool that monitors your Google listing for you. It will alert you if the content or status of your listing changes so you can be aware of any red flags. MapTrax saves you from having to manually check your listing daily, which means you can focus your time and energy elsewhere.
Use AdTrax™. AdTrax allows you to laser-focus the way you track your campaign. Instead of giving you a broad picture of how many leads your campaign is generating per month, AdTrax lets you see how your site is ranking on Google for specific keywords of your choosing. This way, you can make sure you’re attracting your ideal audience and make adjustments as you see fit.

Take the First Step

Your online advertising campaign won’t customize itself! Why not browse the Client Portal and try out some of those free tools yourself? If you’re having trouble with the technology or you need some guidance, don’t hesitate to call your campaign coordinator for help. That’s what we’re here for! Similarly, if a few of the paid options appeal to you but you can’t decide which one is best, feel free to discuss them with us. We’ll help you figure out how to get the best value for your campaign.
The bottom line is, we’re here as a resource for you. However you decide to proceed, let us in on the conversation so we can help you make the wisest decision possible. Good luck!

Have You Checked Out the Client Portal Lately?

Last Updated: February 15, 2024

If you haven’t been utilizing the Prospect Genius Client Portal, now’s a great time to start!
Why? Because we just rolled out a whole new look for the Portal! We gave it a top-to-bottom makeover and couldn’t be more pleased with the final product. Boasting a sleek design, a user-friendly layout, and some brand-new features to boot, the Portal is better than ever!
If you haven’t yet, check it out now at https://portal.prospectgenius.com/portal/.
In honor of our new and improved Portal, let’s review some of its most useful features and how you can utilize them to your advantage.

What’s Always Been There

While the overhaul of the Portal is completely fresh, we retained all of the features you’ve grown to love. If you leverage these DIY, hands-on features as often as possible, you’ll enjoy a much greater ROI.
As always, with the Client Portal, you can:

Check your campaign on the go. Don’t wait until you’re back at home or the office: The mobile version is super easy to use!
Change your call routing to a different number. This only works for basic routing setups. (If you have custom routing, call Customer Service.)
View all of your reports, including call logs, e-mail logs, and traffic summaries. PPC reports are also available here!
Upload photos, which can be added to your photo gallery or submitted with a note stating which page you’d like them to be on.
Add blog posts. This will keep your site content fresh (which is valuable for SEO) and add a personal touch for your customers to enjoy.

These features are the cornerstone of the Portal, and they have the potential to transform the way you actively participate in your campaign. Do yourself and your business a favor by taking advantage of them!

What’s Brand New

With the launch of the new Portal come a few new functions, as well. These were designed to supplement existing features and ultimately help you get even more out of your campaign.
Now, you can:

View PPC calls separately from your organic calls, enabling you to more accurately track the performance of each campaign.
Identify the nature of each call on your call log. This way, you can look back and immediately see which calls came from new customers, which calls led to booked jobs, and which calls were irrelevant or from solicitors. This helps you organize your leads more effectively.
Listen to calls on the go with our new audio player. It still works on desktop computers, but now our audio player offers improved functionality for mobile devices.

We implemented these improvements as part of our commitment to make it easy and convenient to participate in your own campaign as much as possible.

Do Your Part With the Portal

Remember: A successful online advertising campaign requires both of us to do our parts. We’ll take care of promoting your business’s contact information far and wide, but there’s plenty that you can do from the Portal to supplement those efforts. With your help, we’ll take your campaign to the next level.
So visit the Portal today and get started!

When Pay-Per-Click Becomes Pay-Per-Search

Last Updated: February 15, 2024

We have a lot of clients who like to periodically search for their business on Google. Understandably, they’re curious as to how their campaign is performing and, if they’re pay-per-click clients, they want to see how their sponsored ads look on the search results page. But here’s the thing: Frequently googling your company can actually sabotage your campaign.
This is especially true for companies enrolled in any type of pay-per-click advertising, particularly one using Google AdWords. Here’s why.

Impressions, Clicks, and Quality Scores

The performance of your ad largely depends on the ratio of passive views to active clicks. An inflated number of views means an inflated cost per click. But why?
As we’ve discussed previously, AdWords uses a Quality Score system to ultimately determine the cost that a given account will have to pay per click of ads and keywords. Since Google only wants to endorse “quality” content, a low Quality Score means you’ll have to pay a much higher cost per click if you want your ads to be displayed.
An account’s overall Quality Score is highly influenced by click-through rate (CTR) and relevance. A low CTR or lack of relevance will significantly decrease your overall Quality Score. While it’s easy to achieve relevance—simply target ads by keyword and location—it’s a little more challenging to boost an ad’s CTR.
CTR is calculated by comparing the number of “impressions” (how many times the ad appears) versus the number of “clicks” (how many times a viewer actually clicks on the ad). So when you’re continually googling your company’s name and search terms to check out your sponsored advertisement, you’re spiking the number of impressions without adding to the number of clicks. In effect, you’re lowering the CTR of your own ad.
Unfortunately, this effect doesn’t stay exclusive to the particular ad or ad group in question. If you have multiple cases of low CTRs, then your whole AdWords account will ultimately be downgraded. As PPCHero explains, “If you have a lot of low CTR ads in your ad groups, they could be contributing to a low Quality Score since AdWords considers all of your ads when calculating your scores.”
And, as we’ve covered, a low overall Quality Score means higher costs for you. In a nutshell: By frequently googling your company, you’re driving up your own PPC costs.

Don’t Learn the Hard Way

Case in point: We’ve had numerous clients in the past who did serious damage to their PPC campaigns just by searching Google for their company’s ads too frequently. One client in particular actually spiked their cost per click from $22 to $31!
We understand the temptation to see how your campaign is performing, but you’re actively holding it back by constantly turning to Google’s search bar. Don’t make the same mistake that our client made. Don’t be an active participant in the downfall of your own PPC campaign.

Seek an Alternative to Googling

We wouldn’t tell you to stop googling yourself without having a viable solution for you.
If the reason that you’re always typing your name into Google’s search bar is that you want to track your campaign’s performance, the solution is simple: Find an online advertising company that offers tracking features as part of their program. At Prospect Genius, all of our clients have unfettered access to all of their account’s call logs, leads, and other reports so they can view their campaign’s progress right from the Client Portal—without having to resort to Google.
If you already have access to these types of features but can’t seem to kick the habit in moments of weakness, just remind yourself of all the damage you’re doing with every search. It won’t be easy at first, especially when boredom or curiosity takes over, but it will be well worth the sacrifice.
For further guidance, call Prospect Genius today!

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