This article should be used as a resource to new clients during onboarding to gain a better understanding of the steps required from both parties in order to go live. Clients should refer to this document when trying to get a sense of the timeline and necessary actions that need to be taken before campaigns are able to launch.

Client Actions Needed Up Front

• Marketing Questionnaire: If sections do not apply, it’s okay to skip
  • Unique Selling Points, Packages/Offers, Taglines/Messaging, Local Events
  • Goals & KPIs
• Google Analytics: Admin Level access to googlemasteraccount@cendyn.com
• Google Tag Manager: Admin access to googlemasteraccount@cendyn.com
• Create Facebook Business Manager Account; Grant Cendyn Partner Access
• IP Addresses to exclude from tracking
• Historical Reporting
• Marketing Calendar
• Creative Assets: Banners, Videos, Images, Logos, etc.
• Brand Standards
• Email & Call Communication: Required Contacts, Optional Contacts, tagging/Web Contact
• PMS lists if not a current CRM client

Cendyn Actions

• Audit GA & GTM to ensure proper access has been granted
• Build out dedicated Paid Search campaigns, keywords & ad copy
• Provide Contextual Keyword list & Site-Specific list
• Create Social concepts and build out campaigns
• Create Display banners/assets
• Generate floodlight tags & implement
• Audit Google Analytics tagging if previously created and update to meet reporting needs
• Work with 3rd party vendors (TA, Expedia, Sojern, Adara) to start setting up campaigns
• Provide VoiceTracking pixel to be placed