"The key metric of whether you've succeeded is what fraction of your employees use that dashboard every day."

Keith Rabois

An SEO report serves two purposes. First, it helps your client know their position regarding keyword rankings, traffic, and revenue generation. Second, it boosts your branding. The first look at an SEO report speaks volumes about your agency's professionalism and brand.

Nobody likes to see a torrent of data on standard documents without any logo and your agency's branding. So, if you want to build trust and authority, send an SEO report that includes your agency's name, address, contact details, logo, and brand colors.

Usually, it takes an entire day to generate a powerful SEO report with a dedicated employee completely immersed in fetching data from dozens of channels. Apart from that, manual processes are also prone to errors.

You can effectively address all these problems and save valuable time and person-hours by using white label SEO reports. Imagine generating a detailed report using data from 70+ third-party channels and with all your branding stuff on every page using automated tools. What if you can generate this report with a single click of a button? Yes, using DashClicks' dashboard is that simple!

So, if you want your agency to stand out and save productive hours, white labeling your marketing dashboards is the best solution.

The power of white-labeling your marketing lies in scalable personalization.

This article discusses the best ways to leverage DashClicks' white label dashboard to streamline and automate your agency processes.

A Robust White-Labeled Reporting Software for Agencies

Marketing is no longer a cakewalk; you're pitted against hundreds of freelancers and independent agencies ready to trigger a price war in the market every day.

The only way to deal with such competition is to ride the value ladder and differentiate your agency from the pack.

"DashClicks makes everything a complete breeze to setup and optimize your marketing agency so you can focus all of your time on income-generating activities it is beyond genius and I have 0 experience in digital marketing and now I know plenty to begin my agency and start scaling up as much as I can thank DashClicks team. I am in the process of prospecting now.. with confidence! Only a matter of time until I get clients!"

Eileen Escobar, (Source Google Reviews.)

To build your trust and authority, you need years of experience, tools, and standard processes in your agency. Since most digital marketing is data-driven, automation tools give your agency an edge over others.

Manual processes are not only time-consuming but can also be tedious and inaccurate, as digging data from 50 different marketing channels and tools can be a nightmare for a human.

White-label tools for agencies eliminate most of your woes, especially when it's supported by world-class fulfillment services. It enables you to run your agency on an auto-pilot mode, where scaling becomes easier. It also highlights your agency's brand, so it stays top of mind.

DashClicks dashboard software and fulfillment services are created with a specific objective ā helping agencies grow, adding more clients, managing several projects with automation tools, and scaling.

Fulfillment services enable you to accept multiple projects without worrying about your agency's existing workforce.

"This software has enabled us to reach out to our clients and customers in the most professional way. We have achieved a certain high productivity value in engaging our customers towards our services. We can easily perform email marketing with efficient analytics and reporting systems. We can also gather user insights with custom-made surveys which allow us to be more interactive and fully professionally engaged with our user market. We can also easily view all the analytics or can even customize the tool according to our requirements."

eGlobal Client Center, (Source Google Reviews)

How to Use DashClicks White-Label Software?

DashClicks' white-label platform offers many features that are no less than a blessing for agencies. Watch the entire video for a walk-through of the platform.

Major Benefits of Using a White-Label Reporting Software

Here are some chief benefits of using white-label reporting software that is crucial to a marketing agency's success.

1. Saves Your Time Pulling Data to a Centralized Dashboard

DashClicks' marketing agency reporting software is the one source of all your data. So, it prevents a lot of back and forth and time wasted in digging up and arranging data to prepare reports.

It happens through dozens of pre-built widgets across all your apps that help pull and integrate your data into one unified client dashboard software.

See, how you can manage and view all your campaigns on a single dashboard in the following screenshot.

2. Helps Boost Your Brand Awareness

You cherish your brand and keep it near to your heart. You work hard to build a brand that your clients recognize, trust, and love. It makes investing in brand continuity mandatory, especially in the reports you share with your clients.

DashClicks allows you to customize everything and connect to numerous data sources with 65+ integrations and APIs. So, you generate reports that are highly useful, data-driven, and rich with your branding.

3. Gives You Full Control Over Your Reports

Apart from enabling you with 100% branding ability, white label analytics and reporting dashboards allow you to change the look and feel of your reports the way you want. These reports are irresistible because they enable you to deliver trailblazing insights and almost real-time visibility on your campaigns' key performance indicators.

4. Allows You to Scale Your Business

The custom reports generated by digital marketing analytics software make you stand out, adding value to your current offerings and allowing you to scale hassle-free.

So, by using with DashClicks platform, you can add and serve more and more clients and keep them happy. Moreover, it enables you to do scalable personalization, which is crucial.

5. Helps You Maintain Brand Consistency

The unmatched ability to infuse your branding in your reports, especially your logo, brand colors, palettes, domain name, lingo, headers & footers, and custom email, helps you maintain brand consistency throughout your communications with the client. It further strengthens your brand and enables you to make it top of mind.

6. Helps You Improve Customer Support

Since your DashClicks Dashboard can send real-time reports, it helps you offer top-notch customer support with everything at your clients' fingertips. So, if they wish to get the current status of the KPIs or see the impact of a tactic they have recently implemented, instant reports (InstaReports) are your go-to option.

7. Builds Custom Dashboards

Your DashClicks software enables you to build custom dashboards for SEO, SEM, social media, email, and paid campaign reports fetching data from numerous resources. A custom dashboard allows your client to see different kinds of campaigns you're handling for them. Custom dashboards can display the crucial KPIs and metrics on the home screen, saving you enormous time going deeper into the platform.

Access Your Dashboards With Single-Sign-on

The best thing about using DashClicks white-label software is that you can access it seamlessly with a Single Sign-On. You can have a bird's eye view of the campaigns, fetch and share reports and instantly know the KPIs. No need to re-authenticate for different clients or campaigns.

So, working with a centralized Dashboard makes your projects easy to manage. It also makes sending reports a pleasant experience.

The Dashboard app acts as the home page for your entire platform experience. What makes it unique is that you can fully customize the page according to your preferences, so you'll get the updates that matter most on the home page itself.

Final Words

With increasing competition and improved quality standards, agencies can't survive without using a robust reporting and analytics platform that can integrate with hundreds of third-party software applications and data sources.

DashClicks white label reporting software also helps you boost your brand and help you maintain brand consistency. It helps you improve your customer support and enables you to scale with a high degree of certainty. If you combine it with our fulfillment services, scaling would feel like a cakewalk, and you'll be able to focus more on business development and marketing.

The two words marketers and business owners often come across are content and automation. Everyone knows what content is and its numerous advantages for a business. The same goes for automation. However, very few people are aware of the incredible benefits these two provide when integrated to create amazing content for your marketing strategies.

Content marketing is exploding like anything, and many marketers feel that content marketing in its current form has reached its limit. Now brands and marketers need to go beyond the essential content marketing and think out of the box to win over their audiences. Automation can help you to personalize your content.

Let's look at how you can make content and automation work together to seamlessly achieve your goals.

What Is Content Marketing Automation?

Content marketing automation is all about eradicating repetitive content marketing and automating tasks through tools and softwares to improve efficiency. You can employ content marketing automation at any stage of the process to achieve better results.

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How Does Content Marketing Automation Help With Personalization?

There are three stages in your content marketing journey where you can introduce automation to personalize your content. They are:

Stage 1: Creation

The first step of content marketing strategy is content creation, which often starts with the idea that you implement using various tools. When thinking about automated content, you are wrong if you think of bots that can create content for you. Although bots can do that, the result is quite dull as they lack the personal touch and creativity human writers add.

However, multiple automation tools can analyze and interpret audience data to give insights into what your target audience will like. You can create laser-focused blog posts and other content on your website and other platforms. It can also help create a long-term content strategy using the information.

Step 2: Curation

Content curation is a great way to attract your audience by leveraging the content created by others. Curated content can save you time and energy to create original content. You can always find content relevant to your niche and, using an automated tool, choose the correct type of curated content for your specific target audience group. Not all curated content will work for your entire target audience. Hence, you will need to divide the content according to their interests.

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Step 3: Distribution and Analysis

The primary facet of the content process where you can successfully incorporate automation is the distribution and analysis of your content. Whether the content is curated or original, it is helpful to your business only when it reaches the right target audience.

Using the most appropriate content distribution channel is critical for the success of your content marketing strategy.

However, the number of distribution channels is so extensive that it can be confusing to discern where you will quickly find your target audience. It can be through social media channels, blog posts, sponsored content, or native ads.

AI-based content distribution tools can help you pick your content's most effective distribution channels.

There are various content automation tools that you can use to analyze these channels and collect data on your audience and analyze it. You can determine your audiences' likes and dislikes, and by making interpretations, you can alter your upcoming content marketing strategies for better results.

How to Automate Your Content Marketing Process?

Now that you know all things you can automate in your content, you may want to know how to incorporate them into your business. Here's how you can do so.

Step 1: Determine What You Want to Automate

Before you begin, you need to pick the areas in your content process that you want to automate. Let's say you want to automate generating content topics for your blog posts. You can do so by using Google Alerts. It enables you to identify relevant blog content for specific target keywords of your business. However, if you prefer to manually do the research, you can implement automation in the next step of creation.

Step 2: Have a Content Workflow Process

A workflow organizes your content process, making it easier to keep track of things and stay on schedule. You can use multiple content workflow tools to automate your workflow. These tools will tell you when and for which channel content needs to be created, what tasks are due, and what is taken care of, making the whole process smoother and faster.

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Step 3: Social Media Postings

Sharing updates on social media channels is a critical part of any content marketing strategy. And to get the best results, it needs to be consistently done at the correct times. Tools like Buffer and Sprout Social can help create posting schedules and automate them, so you don't have to worry about anything except creating the content. These apps will automatically post your content as per the set schedule.

Step 4: Automate Digital Advertising

Advertising on various platforms, such as Facebook, Twitter, Instagram, and Google, can help you boost your sales, lead generation, and even branding efforts. However, you don't have to do everything manually. Using tools like Zemanta and StackAdapt, you can easily identify the platform for your marketing goals and how to advertise on them to get the most out of your ads.

Step 5: Automate Your Email Newsletter

Email marketing is one of the top ROI-generating marketing techniques. You can automate your email newsletters to subscribers using email marketing automation tools like MailChimp. You can personalize your emails to specific audience groups to get higher responses. These tools help nurture your email leads.

Step 6: Set Up the Analytics

Automating your analytics is critical to the success of your content marketing strategies. You can use tools like Google Analytics to gather all the information from your website and present it in an understandable form to know what is working and what needs to be changed.

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Step 7: Opt for an All-In-One Tool

If you feel that managing all these multiple automation tools is getting on your nerves, you can opt for an all-in-one tool. They are designed to cover numerous tasks such as email marketing, lead tracking, lead segmentation, providing sales intelligence, web marketing, and more under their umbrella software.

What Are the Things to Keep In Mind When Using Automation in Content Marketing?

Content marketing automation is indeed highly beneficial and lucrative. However, something so good does not come without a certain risk factor. Knowing and mitigating these risks can help you enjoy the maximum benefits of content marketing automation.

Here are the risks associated with content marketing automation:

• Ensure that the content you are targeting complements your target audience’s customer journey, intent, and interest; otherwise, it can backfire.
• The ease of use of automation in content marketing makes it more complex to implement as there is a large variety of tools you can choose and it is difficult to pull off complex strategies without proper implementation.

Methods to Mitigate the Risks

1. Strategize for the Future

Relying upon hand-to-mouth to drive your content strategy is not the best way to go about it. You need to thoughtfully strategize and plan your content months before the publishing time. Doing so helps you to integrate any changes or trends in your content without sabotaging the entire process. It also allows you to incorporate long-term goals into your content marketing strategy.

2. Be Proactive

Customers are no longer willing to wait for things they want; therefore, a business must anticipate their needs and deliver the product or service beforehand. Automation can help you anticipate those needs and get ahead of your competitors. But for that, you need to take a proactive approach and leverage your data automation and AI tools.

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3. Respond Spontaneously

While planning and creating content in advance is essential for your long-term tactics and easily achievable through automation, let's not forget that marketing is a field with many variables. Hence, if any variable changes, the market conditions can quickly change, and you need to spontaneously respond to them to ensure minimum damage. Being flexible is critical to successfully working with content marketing customization.

4. Segmentation

If you want to get results from your content automation tactics, it is essential to introduce data segmentation in your business. You need to build customer profiles that are segmented not just on a manageable term but in depth according to varying interests, patterns, and statistics. Be as specific as possible to ensure the best results.

5. Utilize Reporting

Most advanced automation tools come with incredible reporting systems that you can utilize to understand what works for different channels. Every marketing channel is different and needs different strategies for you to get the most out of it. Mindlessly using automation and doing the same thing on every platform can backfire pretty quickly.

6. Be Human

Automation can make your job easier and more efficient. However, marketing involves dealing with humans, and in a bid to gain more automation, you cannot lose the human touch in your content or marketing strategies. Being human makes the most amazing beings on the planet with conscious thoughts and creativity. Don't leave those behind when you integrate automation into your content.

Conclusion

Automation is the future of content marketing, and as early as you incorporate it into your business, better are the rewards you can reap! Eventually, it is all about combining human creativity and technology in a balanced equation.

Endless whiteboard sessions, shouting executives, drooping sticky notes, and moving back and forth between reams of spreadsheet data Does that sound familiar? It happens when you work without a robust project management software program.

Most marketing agencies handle multiple projects and lots of communication. It involves managing large teams and loads of data. On top of that, tight deadlines add to their miseries.

Chaos happens when you have manual processes because they lead to a lot of errors, inaccuracies, confusion, unnecessary delays, and workplace conflict.

This article will discuss things to look for when choosing project management software for your agency.

What Is a Project Management Software?

A robust project management tool streamlines the processes, enhances workflows, and prevents wasteful and monotonous activities. Apart from that, it allows you to seamlessly collaborate with local and remote teams. The biggest advantage of using a project management software tool is that it enables you to scale.

The other significant benefits are as follows:

• Enables you to simultaneously handle multiple projects
• It enables you to build fail-proof processes
• Helps you generate automated reports
• Enables you to adhere to project timelines
• Helps you keep your clients in the loop
• Enables you to remain within the predetermined budgets
• Helps you to track key performance indicators such as project ROI
• Helps you define and clarify the Scope of Work (SOW) with clients

As you can see, manual management of the tasks described above can be risky and daunting. It can soon create a mess.

So, if you want complete control over your projects, use agency project management software such as DashClicks' Projects app.

What to Look For in a Project Management Software Tool?

When considering different types of software tools, it's helpful to compare various robust systems designed to streamline operations. For healthcare facilities, a well-designed practice management software is essential for clinic management and ensuring the efficient handling of appointments, records, staff schedules, and other critical administrative tasks. Additionally, medical facilities benefit from features that support marketing strategies with efficiency. Here are the significant features you need to check when deciding to invest in your agency's project management software.

1. Better Communication and Team Collaboration Features

Team members must frequently communicate and collaborate in an agency environment to successfully execute tasks. A project management system minimizes your worries by allowing all inter-team communications in one centralized location. It increases transparency and prevents delays when teams aren't working in sync or working in the absence of real-time communication.

It helps in the following tasks:

• Delegating tasks
• Tagging concerned team members to inform or update about essential updates
• Sharing documents and files
• Keeping team members in the loop to avoid unnecessary communication and delays
• Sharing project plans and details
• Tracking progress

2. Resource Management Features

As an agency owner, you need to track the following things –

• Skilled and unskilled labor
• Project budgets
• Building resources (including equipment)
• Staff schedules
• Billable and non-billable clocked time

It should also assist you with time management. Your ability to track time spent on tasks is vital to scheduling staff, resource allocation, and receiving equipment and spaces.

Your project management system should have the features for building a work calendar and smartly analyzing your team’s capacity, time, and schedule.

3. Analytics & Report Automation

Project reporting is often a headache for agency staffers since it’s a tedious, boring, repetitive, and time-consuming task, often a necessary evil. The best project management software comes with automated reporting tools such as DashClicks InstaReports.

It brings you the needed insights through a beautiful dashboard with the best analytics features. So, the system not only houses your data but also provides crucial insights into your projects and processes.

Pro Tip: View analytics associated with your client’s marketing campaigns within DashClicks’ project management software. It helps you measure your performance and tweak your campaigns with the help of analytics-generated insights.

4. Integrations

A project might need information from multiple channels and third-party tools such as Google Analytics, Facebook Ads, Google Ads, Unbounce, Callrail, Clickfunnels, etc. Integration is necessary to procure the required data from different channels to link the various moving parts of a project.

Integration also helps you understand how resource allocation affects the overall schedule of your project. Keep all your files in one central location so people can easily access and share them.

DashClicks comes with more with 60+ integrations, some of which are mentioned in the screenshot below. These integrations help in analytics.

Click the following links to learn more about our integrations and how to use them on the DashClicks platform.

• Facebook Ads Analytics
• Google Ads Analytics
• Google Analytics
• CallRail Analytics
• Listings Manager Analytics
• SEO Analytics

5. Ease of Use

The teams frequently use project management software, so it should be easy to learn and use. If they require more than one week of learning, there is no point in investing in them. Most marketing agencies don’t need such complex tools. So, if you’re investing in project management software, look for a software program with a simple interface but robust features. Make sure that you can customize and adjust it to meet your needs. The most crucial part is that it should enable you to scale your business.

6. Dashboard

The best project management software keeps your client’s data and information in one centralized location for better control over the project. It eliminates hassles related to accessing the desired information and potential errors retrieving data. In DashClicks, you have a single dashboard where you can manage all your projects under the “Projects” tab. You can add new projects and monitor your existing ones with illustrated graphics and KPIs.

But you can’t add a project to DashClicks manually. It’s all automated. When you purchase a fulfillment service or an InstaSites to build websites for a sub-account from the Fulfilment Store, DashClicks will automatically create and add a project for that sub-account to the Projects app.

7. Task Management & Prioritization

Your PMS should be able to manage and prioritize your tasks by tracking tasks and sub-tasks. For example, the task “publish quality content” can be drilled down into sub-tasks such as creating a blog, writing the copy, editing, adding graphics and interlinks, and optimizing for SEO.

Similarly, you can set deadlines, separate recurring tasks from one-off tasks, prioritize tasks, assign them to different team members, and improve collaboration.

If you do it using spreadsheets, you will have to do a lot of cross-checking. It might also lead to many errors, but using an agency PMS like DashClicks will become a cakewalk.

Final Words

If you want to run your agency with streamlined processes, less error rate, cross-team collaboration, and more successful projects, choose DashClicks. It’s a simple and intuitive project management tool, which enables you to save time, hit goals faster, and create a transformational experience by leveraging the DashClicks ecosystem.

Building a positive brand image is at the core of every business's success. It is crucial as it heavily impacts a customer's buying decision.

Most of the marketing and branding happen online, so customer reviews on Google and social media take center stage when building your brand image. Reading an average of ten reviews is what it takes for a customer to trust a local business. It has also become commonplace because of the increasing marketing noise.

Since it is strongly linked to your sales, you should religiously monitor your online reputation. It is easier said than done because much of it is out of your control. However, there are specific tools to make your life easier while managing your reputation and protecting your brand online.

This article discusses DashClicks' reputation management tool and how you can use this tool to protect your brand.

What Is Brand Reputation Management?

Customers' perception is so crucial to your brand's success that we need an entire process and a strategic action plan to manage it, and that is called brand reputation management. Its objective is to improve your brand image, primarily focusing on social listening, customer reviews, and brand mentions on Google and social media.

It is a continuous process; you need to work on it to know the market pulse and identify the scope of improvement in your products and services. A strong brand image leads to customer loyalty, a highly desired business metric, as it's directly linked with repeat sales, revenue, word-of-mouth publicity, and growth. Damage control, firefighting, and maintaining communications with your customers are some critical activities you need to perform to protect your brand.

What's Brand Safety?

Brand safety is mainly concerned with the appropriateness of content distributed by the brand, including advertisements, marketing messages, and all other types of content shared by brands.

Brands should exercise caution while creating content and choosing where it is being shared, such as ad space. You must ensure that the content or its placement is not associated with any negative consumer opinion. Brand safety is similar to reputation management and is its subset. So, brand safety is a broader part of brand reputation management.

How Does DashClicks' Reputation Management App Work?

Managing brand reputation across different channels can be a daunting task. DashClicks' reputation management app helps you in different ways.

A. Manage Your Reviews

First, it compiles all your business reviews and brings them to a single dashboard so you can effortlessly manage them. You can also track your ratings and publish replies using just one platform.

B. Manage Your Review Page

DashClicks' app also allows you to share your public review page with other customers across the globe. This, in turn, will bring more feedback and reviews.

C. Reputation Reporting

You can track your best review sources, average rating, and peak performance months anytime-anywhere with DashClicks' reporting dashboard.

Watch this video to know more about this feature.

D. Reply to Reviews From the Same Dashboard

DashClicks lets you communicate with customers from every review source, such as Google and social media, and leave replies. It's suitable for instant damage control, explanations, and customer retention efforts.

E. Invite Customers to Leave Reviews

With DashClicks' reputation management app, you can invite customers to leave business reviews by sending carefully designed emails and SMS messages with one button. It will help you boost your reputation.

Watch this video to know more.

How to Manage Your Reputation With DashClicks' Reputation Management App?

The reputation management app manages online reviews from different third-party sources. Online reviews form a significant part of online reputation management.

At present, DashClicks deals with Google My Business reviews and Facebook reviews.

Once you add your Google My Business and Facebook account to your DashClicks app, you can track your metrics from within the reputation app, leave replies, and like reviews. Usually, businesses have to log into different platforms to manage their reviews, which makes it quite hectic.

How to Access the Reputation App?

Open the app drawer on the top right corner in your DashClicks Dashboard and click on the Reputation App.

Watch this video to know more.

How to Navigate the Reputation App?

As you open the Reputation App, you can easily find a tab, My Reviews. Since you are using the app for the first time, you'll be prompted to connect your first review source.

Once you successfully add the source, the app will start checking your reviews.

It will look something like this:

My Reviews

Here, you can see the reviews just like you see them on Amazon, etc. These reviews will be in chronological order with the following information.

• The profile picture of the person
• Name
• The date of the review
• The actual review and
• Your reply, if any

This information is sufficient for you to manage your reviews.

However, you can't retrieve the usernames or profile pictures for any of the reviews on Facebook due to Facebook's Privacy Policy. They will display as "Facebook User" along with a generic icon.

You can see that the user's actual name and profile picture will appear in this place for all the reviews from a platform other than Facebook.

How to Reply to a Review?

Locate the empty text box available for you to write your reply to the review. Press the Reply button, and your response will be automatically posted to the platform. If you want to spot the reviews that haven't received replies, look for the red Pending Response text.

Flag reviews as positive/negative within the reputation app, with a green or red highlight running along the left side of the review box.

Use the options available in the left column to sort the reviews.

Go to Status>> Sort your reviews by clicking Needs Response. This feature helps you in locating reviews that require a reply.

Identify the Poor Ratings

Look for the rating in the above screenshot. Here you can sort by star ratings or like/dislike. Most platforms utilize star ratings, while Facebook uses thumbs up and thumbs down.

You can also filter your reviews by source.

To know more, watch this video.

Watch this video to integrate Facebook reviews.

Here is all the information summarised in an infographic -

Final Thoughts

Managing reviews and online reputation is no easy feat. It involves tedious monitoring, tracking, and damage control. DashClicks' reputation management app is designed to address these woes of marketers.

You can quickly deploy the app through DashClicks Dashboard. You can also enjoy its fantastic reporting features. Most online reviews are posted on Google and Facebook, and DashClicks' App is designed to manage all the reviews on these platforms from a single dashboard.

Did you ever feel the heat as an online business when you found yourself losing big because of form issues?

Forms are essential to collecting leads and payments.

What if the friction in the process frustrates the user? Will it not bring down conversions?

It becomes even more annoying because many users must be interacting with your website for the first time. It negatively affects the user experience and your overall brand image.

As forms are directly responsible for boosting conversions, it becomes pivotal that the majority of your forms convert.

Major Issues Users Complain About Online Forms

For agencies, it becomes quite a task to manage forms coming from different sources because of their varying types. Device incompatibility can further complicate the issue.

Forms management is easier said than done, and you can't tackle it in a day or two. It can be challenging even if you are a small agency owner, as you might need to source and process forms from various third-party softwares and platforms.

That's the reason you need a robust and smart forms management tool. Your forms App should be able to create dynamic forms and enable real-time reporting, a seamless distribution process, and comprehensive document management.

DashClicks Forms App comes to your rescue here.

You can swiftly manage forms across different channels and enhance user experience using the DashClicks Forms App. It's a white-label automation tool that will transform data collection into an incredible experience. It improves your workflow designed to meet your every need.

What's more, it will dramatically improve the conversion rate on your website.

This article will discuss the Forms Application and how it works.

What Is the Forms Application?

The Forms application is a marketing automation tool created by DashClicks, the popular white-label platform for digital marketing agencies. With this App, you can quickly create, share, and embed forms on your websites and landing pages and resolve all your forms-related woes.

Replace default forms on other platforms with the forms created by the Forms App and make your life easier by bringing all your lead information to one place.

We will walk you through the various features of this intelligent App so that you can use it like a pro.

How to Use the Forms App?

Watch this video to learn more about Forms App.

How to Access the App?

Go to your DashClicks dashboard and open the app drawer in the top right corner.

How to Navigate the Forms App?

Click the Forms icon to reach the home page of the Forms app - My Forms.

1. My Forms

My Forms is the tab providing an overview of all the forms you created with updated information on submissions and pending requests.

Since you haven't started using the App, you won't find any forms in the table. However, you would still be able to see the column titles. These titles are listed below.

2. Form Type

This column is created to categorize your forms into three major types: Card, Classic, and Group.

3. Form Name

The terminology of the forms happens right at the moment they are created.

It's primarily dependent on the campaign it's created for and its general purpose.

4. Submissions

This section provides us with the number of submitted forms by the users.

5. Pending Requests

Many users might not fill up the forms at any point in time, despite your invitations. This column will highlight those users who haven't responded to your request and need a reminder.

6. Date Created, Last Updated

As evident from the column title, it provides you with the date you created the Form and last updated it.

7. Categories, Tags

By default, you'll not find any details in these two columns. You can manually create the tags and categories to classify the forms to keep them better organized. You can easily filter these tags and types in the column on the extreme left.

To create these tags and categories, click this help article.

8. Search Forms

Go to the search field at the top of the page if you want a specific form. If you know the form name, enter it. You can also enter any other relevant information to view the closest results.

9. New Form

Go to the + New Form button on the top right corner. This is the first step to creating a custom form. Move to the Builder tab now.

The Builder tab has a simple look. You can choose from the Classic Form or Group Form.

You need to click on any one of these to create brand-new forms.

Refer to the following help articles to create all three types of forms.

• Classic Form
• Group Form
• Card Form

How to Create Classic Forms Within the Forms App?

Here is the step-by-step process for creating a classic form within the Forms application.

For those not familiar with Classic Forms, a classic form is a general form that provides each question on the same page, followed by a button to submit.

These are the most basic and popular types of online forms that we frequently spot on websites and landing pages.

Here is the process of creating a classic form.

Click on the + New Form button in the top-right corner.

Or click on the Builder tab.

Next, select the form type by clicking on Classic Form.

Enter your form name.

You can name it according to the campaign you're running or just the objective of the Form.

Click the Create button.

You can use a drag-and-drop form builder. Find the components in the Fields Styles and Options columns, which you can use to customize your Form further:

To know how to work with many elements and options, you can click the following help doc links.

• Styles
• Fields
• Options

Click here to learn how to add, move, and delete fields and publish the Form.

Help doc on creating Classic forms.

Templates

Every Form has a template, which largely depends on the purpose it's being used for. The Templates tab is the storehouse of pre-made form templates. You can quickly choose a template and start creating forms without reinventing the wheel. You can select a template according to a specific purpose, such as collecting leads or booking appointments. Since these templates are already set up, you won't need to spend time on them.

Look at the column on the left side, and choose a category. Under each category, there are numerous templates you can choose from. All you need to do is to select a template to start creating the Form you need. It's that simple to use the Forms App.

You can also locate a template using a search field at the top of the page.

Customizing the Forms App

Here are a few ways to customize your Forms App.

Column Customization

Be ready to explore fantastic options for customizing your experience on the Forms App. Similar to the My Forms tab, you can quickly locate the Manage Columns button in the top-right corner of the page:

Go to the menu, and set the columns you want to display within your table. You can remove the columns from your page view by clicking the blue check marks next to the corresponding column names.

Note - Form Name can't be removed or moved up or down in the column.

You can use the section on the right if you want to drag and drop columns in your preferred order. Click the X to remove a column from the view.

Click Save at the bottom to save your customizations.

Similarly, you can follow the instructions and make other customizations.

How to Share & Embed Your Form?

Now that you have successfully created a form for your business objective, the next step is to share it with your audience. You can share or embed your Form using the Embed or IFrame options.

To embed, you need to post an HTML code in the text editor of your web page. It will integrate the Form and allow it to appear on the website exactly as it's designed so that users can interact with it on your website.

Final Words

DashClicks' Forms app creates custom forms for any data collection through easy-to-use forms. Moreover, you also get a drag-and-drop forms builder that's entirely white-label to make life easier.

Forms template also allows you to choose from hundreds of pre-built form templates. It will help you speed up your workflow by saving your time and ability to create forms on the fly.

Ever wondered why most agencies fail and only a few succeed in digital marketing?

In the agency business, your success lies in your ability to effectively optimize systems and processes. So, first, you must set up the right processes and create templates for them.

The idea is to identify the monotonous processes and create successful internal methods to boost efficiency, reduce human error and wasteful practices and build strong client relationships.

Right agency processes aren’t limited to the systems in place. They also include communications being sent, meeting schedules, and management of systems the agency uses at every level.

It ensures the effectiveness of your digital agency at each level.

In this article, we will discuss the three fundamental elements of a successful agency business, and they are:

• The agency processes
• Building optimal agency processes
• How DashClicks can help you become an effective digital agency?

What Are Agency Processes?

Consider the systems at work in a business, especially the following things.

• How are the communications taking place within the organization and with the clients?
• How do you communicate with your clients and exchange messages?
• How do you share and exchange various documents?
• How do the meetings take place?

So, these are more like the management systems we use in different fields to run operations. These include:

• Methods
• Systems
• Technology
• Human Resources

Furthermore, these elements are dynamic, so the changes have to be regular for consistent improvement.

So, setting up the processes is the desired practice the creative agency will ultimately benefit from.

How to Optimize Your Agency Processes?

Agency business is quite competitive, and if you don’t optimize agency processes, you may soon find yourself in troubled waters. Here are some of the agency process best practices.

In an agency business, your profits and revenue primarily depend on how efficiently you execute your projects and run your processes.

Agency owners confront many things at a time, including resource crunch, lack of time, looming deadlines, wasteful and repetitive practices, lack of coordination among team members, and communication issues within the teams and with the clients.

So, first of all, we need to fix these issues. Identify and eliminate unnecessary processes and ensure a smooth workflow across teams. Remove the friction points if there are any by clearly defining the specific roles of each team member.

Sometimes, employees face annoying operational challenges and complain about repetitive tasks. You can address this issue by developing robust processes.

1. Audit Your Processes and Workflow

You should begin by auditing the processes and workflow in your agency. Meet your team members and discuss the friction points to eliminate wasteful practices that cause unnecessary delays.

List all the challenges, including repetitive tasks in different processes such as client onboarding, reporting, and executing various tasks while running campaigns.

Also, identify the instances where productive time is lost in tos and fros and repetition.

For example, ‌prioritize the issue if more than two persons complain of the same repetitive tasks while running campaigns. Even account managers find themselves stuck because of inefficient practices and repetitive tasks. If it is happening consistently, you need to optimize the process.

2. Set SMART Goals

Setting smart goals in the agency business, i.e., Specific, Measurable, Attainable, Relevant, and Time-Based, is crucial. Goal setting is the best strategy for productivity and success, but vague and unspecified goals won’t help you much as with such goals, measuring or tracking your performance becomes highly impossible.

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For example, if your target is to grow your agency, you should set a specific goal: “I want to reach the $3 million revenue mark by the end of this year.” This goal will motivate your entire team and push them to work harder instead of vague goals such as growing the agency’s revenue.

Your goals should be relevant. Suppose you want to achieve increased visibility for your agency; your goal should be to increase your social media followers, increase traffic on your website and boost engagement on all your social media channels. Just growing your traditional marketing budget and the number of billboards would not serve the purpose.

Last but not least, if your goals are not time-bound, your teams wouldn’t be motivated enough to achieve these goals. Therefore, it becomes crucial to attach a date to your goals.

3. Collect All the Necessary Information From the Client

You should collect all the necessary information from the clients, including project details and company credentials. It saves a lot of time wasted back and forth.

It will give your teams a precise idea of the deliverables and make the onboarding process smoother. A crystal-clear picture of your campaigns will ensure step-by-step progress and client satisfaction.

4. Get the Right Tools

Seamlessly sharing information among team members and establishing robust internal and external communication require the right processes and tools. Slack, Google Chat, and Microsoft Teams can save you a lot of hassle, but nothing is better than using a platform that offers an integrated dashboard.

DashClicks’ white-level platform allows you to have a bird’s eye view of your campaigns, manage CRM, and automate all the communications, including emails and SMSes, during the different stages of the customer journey. Even if you use third-party team management tools like Slack, DashClicks will help you with real-time updates about your campaigns, boosting client satisfaction and helping you establish your agency as a brand.

Here is the software tour of DashClicks that will explain how you can use the different white-label tools and apps to save time and effort.

5. Prioritize Tasks and Provide Creative Briefs to Your Teams

It is important to prioritize tasks and provide creative briefs to your team members. It will increase your efficiency in an agency business if your tasks are prioritized and completed in time.

To avoid confusion, repetition, or duplication of work, you need to assign specific roles to each team member. You should also provide creative briefs to your teams at the beginning of a project. Encourage them to ask as many questions as possible and keep the client in the loop so that everybody is on the same page.

You can build a highly organized agency with minimum wasteful practices if you assign specific roles to your team members and accordingly develop the processes.

It makes each person responsible for their deliverables, deadlines, and quality. You can also create a workflow chart for your organization.

Use DashClicks' project management tool to effectively manage your projects.

DashClicks' white label project management app provides the easiest and most powerful way to manage your projects, teams, customers, and more.

6. Leverage Automation

You can leverage the power of automation and boost your business beyond your wildest imaginations. You know that developing a website is a tedious task. Companies waste a lot of time creating professional-grade websites and writing content.

Apart from that, the websites should be SEO-friendly and offer a good user experience. They should be eye-catching and should download quickly. Businesses have a tough time getting such websites developed by the developers as they waste a lot of time.

DashClicks allows you to create instant websites through its website building automation tool InstaSites. Watch this video to know more about InstaSites.

Similarly, you can create automated reports and save much of your productive time.

DashClicks enables you to create instant reports through its report automation tool InstaReports. Watch this video to know more about InstaReports -

You can customize your reporting to suit your branding and functionality needs.

7. Automate Deals and Manage Sales Pipelines

DashClicks allows you to manage leads and deals in the sales pipeline through its Deals and Inbound Apps. Doing it manually takes time and is prone to human errors.

Deals is a sales pipeline management software that brings automation to life when managing leads and deals within your sales pipeline CRM software. Watch this video to know more about using automations through the Deals app -

With the Inbound app, you can easily manage all your inbound leads across multiple third-party platforms and distribute them to your sales team so they can instantly follow up with prospects.

Watch this video to know more about using automations through the Inbound app -

We have added six new automations recently to the Deals App -

Final Words

DashClicks is a comprehensive platform that can revolutionize your agency processes. Apart from offering you numerous crucial automation, it allows you to share your work between team members. It will help you during the auditing process, where you can identify your team's pain points and wasteful practices.

Many apps and tools included in the platform will make your tasks a cakewalk, saving you enormous time and effort. Employing SMART goal-setting, you can ensure productivity and efficiency. DashClicks' robust reporting tools will help you measure your campaign performance and your team's efficiency effectively.

In the sales funnel, DashClicks will enable you to automate your communications with prospects at different stages in their buyer's journey. Overall, DashClicks offers a platform with indispensable tools for your agency business.