Onboarding A Client

What You Need To Know

AGENDA

➢Media Plan

➢Process

➢Insertion Order

➢Creative Assets

➢SEM

➢Reporting

➢Questions

1. Media PlanRequest a media plan here

❖Be sure to fill out all the information and any additional information that you might find useful toward reaching the ultimate objective of the campaign

❖The more information the better

❖Once submitted the representative will receive a confirmation email

❖Within one business day you will receive a media plan

❖ The media plan is the document that reflects final cost and strategies

for the campaign to the client.

❖ Displays creative assets required by the campaign.

❖ Shows expected dates of the campaign running

❖ It is a working document where the client or the station representative

is able to make appropriate changes.

What Is A Media Plan

Media Plan

1

Request

Request the media plan

online from the Orbit

Interactive website

2

Receive

Within one business day

the station will receive the

requested media plan

3

Review

The station receives the media plan and reviews with client to ensure accuracy. Make any revisions that are necessary

4

Return

Return to Orbit Interactive (labeled as ‘FINAL’) the revised media plan to ensure that we are all working off the same document

Process

1.Campaign

ObjectivesWhat brought them to you for a digital

ad solution?

What digital services did they utilize in

the past? If so please include any

reports or information in an email to

Orbit

What’s the current status of the

client? Do they currently have an

active campaign?

What services do you want to extend

to your client?

2. Previous

Campaigns

3. Current

Status

4.Orbit

Interactive

Services

What to do after the sale?

The Onboarding Process

1

Orbit sends out the IO

Orbit Agent will send an unsigned insertion order and a onboarding email to station representative.

2

Signed and Returned

The station will have the IO* signed and returned to the Orbit account manager with all requested assets*.

*Never send IO to client*Station is responsible for follow up on assets

3

Follow Up

Prior to launch the Orbit agent will review with you anything that is potentially missing by email.

4

Launch

If everything is in order the campaign will be launched and the reporting login information will be provided.

5

Post Launch

Orbit account manager will then schedule a call to review dashboard and campaign with client and rep.

Launch

Expectations

• Display: 2 business days after receipt of all assets

• SEM: 1 business day after approval of text ads generated

by Orbit

• SEO: 5 business days after we receive proper access to

website backend

• Reputation Management: 1 business day after contact

information and location address is provided

• Facebook: 1 business day after being granted advertiser

access to client’s Facebook page

Insertion Order• The Insertion Order is the

document Orbit utilizes to reflect

the order between the station and

Orbit Interactive

• Within the comments it will reflect

the strategies and any details that

pertain to the campaign

• It is to be signed by the station

manager

• Without the signed IO, Orbit

Interactive will not be able to launch

the campaign

1

Request

Once the media plan looks amicable between the station and the client, the station representative will request an IO by returning the media plan labeled ‘FINAL’

2

Receive

Within one business day of the request, the station will receive the requested Insertion Order

3

Review

Take the Insertion Order and review internally to ensure accuracy. Make any revisions that are necessary

4

Return

Return the signed Insertion Order with creative assets and any back end access to launch the campaign.

Conversion Codes

Retargeting

Once you have placed the retargeting

pixel code on your page(s), users that

have been to those pages will be

eligible targets when the retargeting

option is chosen for your

campaign(s).

This is a tool we will use to gain

customer insights.

This is a tool that helps understand

what is going on in the website.

We want our clients to be confident

with their marketing investment. They

will now be able to see how many

leads they are receiving and even be

able to listen to the calls.

Analytics

Webmaster

Tools

CallRail

Creative AssetsProvide verified click through URL/link for ad

728x90

320x50 (Mobile/Geofence)

300x250

160x600

Native CreativesGIF, JPG, or PNG

1200x627

627x627

• Ad Title [20-50 characters]: 10 Steps

to Getting the Best Auto Loan

• Ad Description [20-150 characters]:

Auto rates are low and prices are

great. Follow these 10 steps to help

you get the best auto loan with you

next car purchase.

• Company Name [Max 35 characters]:

Mountain America Credit Union

• Display URL: www.MACU.com

• Destination URL [Up to 2048

characters]:

http://blog.macu.com/blog/10-steps-

to-getting-the-best-auto-loan/?cid=ea-

KMVT-gen-native-fallauto2016

WazeLogo: 60x48

Must be 100kb or less

High resolution logo: 690x550 Must be 1MB or less

Logo: 200x200 Must be 100kb or less

Appearance

• Facebook Guidelines:

• Recommended image size: 1,200 x 628 pixels

• Image ratio: 16:9

• Text: 90 characters

• Headline: 25 characters

• Link description: 30 characters

• Your image should include minimal text.

UTM Links

SEM-Adwords-PPC

About text ads

Text ads on the Search Network show above and below

search results. It has three parts: headline text, a display

URL, and description text.

Headline

Your text ad consists of two headlines where you can enter

up to 30 characters each to promote your product or

service.

Display URL

The display URL, usually in green, shows your website

address. This display URL is made up of the domain from

your final URL and the text in the optional ”Path” fields.

Description:

Use the description to highlight details about your product

or service. It’s a good idea to include a “call to action”—the

action you want your customer to take.

Headline

Display URL

Description

Comprehensive Insurance - Protect Yourself on a BudgetAd www.example.com/insurance

Get affordable & trustworthy insurance. 10% discount on all online quotes.

<Headline<Display URL<Description

Field Max length

Headline 1 30 characters

Headline 2 30 characters

Description 80 characters

Path (2) 15 characters each

Specifications

SEM/PPCGoals: Leads

Paid

Google My

BusinessGoals: Leads

Organic

SEOGoals: Leads

Organic

SEM/PPCGoals: Leads

Paid

SEO

• Submit Questionnaire

• A submitted questionnaire

is necessary to launch the

SEO strategy

Launch Ongoing

• Title Tags

• Descriptions

• Image Alt Tags

• Link Building

• Monthly Reports

Reputation

Management• This DIY solution provides you with an all in one suite of tools to help you monitor

and manage reviews, listings, and social conversations online

• Your listings are instantly synced to over 40 sites and distributed to up to

300 sites.

• A suite of online tools to help you monitor and manage your listings, reviews

and social activity all in one place.• Mobile friendly responsive Business Center to manage all online activity.

Orbit Interactive creates their account on the platform and we then provide a

comprehensive walk through on how to operate the user interface with the client.

Not sold as a stand alone solution and only for annual campaigns.

Reporting

• Reports on the display strategies utilized by the client’s campaign

• You have the ability to view reports at any time through our dashboard

• URL: http://www.mydashboardreports.com/client/analytics/dist/#/login

Request login from Orbit Account Manager

• Orbit Interactive will be able to onboard the station representative

should it be necessary