Monthly Reports

Now that PIC has a Customer Satisfaction Director, we want to make sure reporting on any given client follows a standard format. This way, all the contextual information the Customer Satisfaction Director, team members, and clients themselves need to keep up to date with the status of the account can be found in one place. …

UPS Shipping Guide

The WooCommerce UPS shipping plugin allows for client sites to use UPS shipping options for delivering their products to customers. Below are brief steps on how to set up and use the UPS options on a client site checkout. In the resources section, you can find the full How-To Guide linked for your convenience! The …

Google Analytics Filters that Should be Added at Launch

Here are some basic filters to add to every website at launch! Crawler / Bot Spam Filter Browser Size Language Hostname Internal Traffic Let’s look at each a little closer. Crawler / Bot Spam Filter Add a filter name and select custom filter type. Filter Field = Campaign Source. Add Filter Patterns = (traffic|bot|website)-?(bot|traffic|website|4free)​. (axcus|dotmass|artstart|dorothea|artpress|matpre|ameblo|freeseo|jimto|seo-tips|hazblog|overblog|squarespace|ronaldblog|c\.g456|zz\.glgoo|harriett|webedu|barbarahome|verabauer|deirdre|ninacecillia|reginanahum|deniseconnie|firstblog|maxinesamson)\.top …

HubSpot to Wix Form Embed Guide

Creating a form directly from a Wix site does not allow the same kind of tracking and analysis options as creating a HubSpot form and embedding that form onto a Wix site. To take advantage of the benefits of a HubSpot form for your Wix site, choose to create an “embedded form” in HubSpot. You …

Gravity Forms to HubSpot Integration

We previously used Big Seas Plugin to sync Gravity Forms submissions to HubSpot for WordPress. Now, Gravity Forms has its own plug in for integration. With this plug in, we no longer have to make a form in HubSpot first. We can just create a form in WordPress. From there, we sync the Gravity Forms …