Start here

Guides for marketing managers

You fill the pipeline. These guides cover lead forms on your website, Google Ads, YouTube, review requests and where each lead came from.

Every day

The jobs you will repeat.

▶ Video · 2:59

For marketing managers, owners and sales reps

Messenger, Instagram and social posts

Connect your Facebook Page and Instagram account, answer Messenger and Instagram messages from the Inbox, see a message become a lead, and turn finished moves into Facebook and Instagram posts. For marketing managers, owners and sales reps.

Watch and read

Set up once

Usually an admin's job. Check it is done.

▶ Video · 4:16

For marketing managers, office admins and owners

Add a lead form to your website

Build a branded quote request form in MovePlnr, pick its fields and wording, paste one snippet on your website, and turn Tawk.to chats into leads. For marketing managers, office admins and owners.

Watch and read

▶ Video · 3:12

For owners, marketing managers and office admins

Ask for reviews and track them

Set up review emails that go out after every closed move, send happy customers to Google, thank them and ask for a second review, and track the results. For owners, marketing managers and office admins.

Watch and read

▶ Video · 4:28

For marketing managers, owners and office admins

Set up lead source attribution rules

Turn ad click IDs, campaign tags and email headers into lead sources automatically, build rules from suggestions, apply them to older customers, read the Attribution Report and merge duplicate sources. For marketing managers, owners and office admins.

Watch and read

▶ Video · 3:09

For marketing managers and owners

Connect Google Ads and read the Performance report

Turn on the Google Ads add-on, connect your Google Ads account, choose which pipeline stages go back to Google as conversions, pull past spend, and read the Google Ads Performance report and campaign funnel. For marketing managers and owners.

Watch and read

▶ Video · 3:22

For marketing managers and owners

Connect YouTube and upload videos

Turn on the YouTube add-on, connect your company's YouTube channel with Google, upload a video with every setting YouTube asks for, and follow it until it is live. For marketing managers and owners.

Watch and read

▶ Video · 3:39

For marketing managers and owners

Connect Meta lead ads and read the Meta Ads report

Connect your Facebook Page and Meta ad account, turn instant-form submissions into leads, pull campaign spend, send conversions back to Meta and read the Meta Ads Performance report. For marketing managers and owners.

Watch and read

▶ Video · 2:24

For owners, marketing managers and sales reps

Bring Local Services Ads leads into New Business

Turn on Local Services Ads on Google Ads Setup and every call from your Local Services ads lands in New Business with its own lead source, or is matched to the move your rep already entered. For owners, marketing managers and sales reps.

Watch and read

Not your role?

Can't find what you need? Email hello@moveplnr.com and tell us which screen you are on.