Let's get you set up.

Showing the Shopify steps. Not on Shopify? Change your answer in step 1.

• Mark Shopify as done ShopifyAbout 3 minutesTo do

  Shopify lets you add a helper without giving them one of your staff logins. It calls that helper a collaborator. It's free.

  1. Open your Shopify admin. Go to Settings, then Users, then Security. On some stores the menu says Users & permissions.
  2. Find the 4 digit collaborator request code. Type it in the box under these steps. It isn't a password. All it does is let us ask for access.
  3. Press Send update at the top of this page, then send the email it opens. That's how we get your code.
  4. We send you a request. Shopify emails you and shows a notice in your admin. The request will say Dalo Marketing.
  5. Go back to Settings, then Users. Filter by Requests, open ours, check what we asked for, and press Accept request.

  Your collaborator request code 4 digits Your store address Your website address is fine

  We only see your code once you send the update. Typing it here doesn't send it.

  Good to know. Only the store owner or an Administrator can accept. To remove us later, go to Settings, Users, pick our name, and press Remove.

  Why we need it. So we can link your store to your email, set up sign-up forms and discount codes, and see what's selling.

  Bought your domain through Shopify? This step covers your domain too. You can tick that row off.

• Mark WordPress as done WordPressAbout 2 minutesTo do

  If you have an online shop on WordPress, it's called WooCommerce. It lives inside WordPress, so this one step covers it too.

  1. Log in to your WordPress admin. Go to Users, then Add New User. On some versions it says Add User or Add New.
  2. Type a username like dalo-josh and the email josh@dalo.au.
  3. Set Role to Administrator. Press the button at the bottom to add the user.
  4. Do the same for our other two emails.

  Does a web person look after your site? Send them this step. It takes them two minutes.

  Why Administrator. Adding tracking and plugins needs it. We use our own Dalo logins, never yours. So you can see what we changed, and remove us any time.

• Mark your website as done Your websiteAbout 2 minutesTo do

  Not sure what your site is built on? No problem. Leave this row. We'll look it up and send you the exact steps.

  Add josh@dalo.au as an admin on your website. Some platforms call this a contributor or a team member.

  Not sure where that lives? Leave this row. We'll see your answer in step 1 and send you the exact steps for your platform.

Showing the Klaviyo steps. On something else? Change your answer in step 1.

• Mark Klaviyo as done KlaviyoAbout 2 minutesTo do

  No email platform yet? We recommend Klaviyo. Go to klaviyo.com and start a free account with your own work email. That makes you the Owner. Then follow these steps.

  1. Log in to Klaviyo. Click your account name at the bottom left. Go to Settings, then Users.
  2. Press Add new user and type josh@dalo.au.
  3. Set User Role to Admin. Press Add User.
  4. Do the same for our other two emails.
  5. Press Send update at the top of this page straight away. Klaviyo's invite only lasts 24 hours.

  Good to know. Only the account Owner or an Admin can add users. You stay the Owner, and only the Owner can close the account.

  Why Admin. We need it to link your store, set up your sending address and plug in our tools. A lower role means coming back to ask you again.

• Mark your email platform as done Your email platformAbout 2 minutesTo do

  Add josh@dalo.au as an admin user in your email platform. Look for Users, Team or Account access in its settings.

  Can't find it? Leave this row. We'll see your answer in step 1 and send you the exact steps.

  Thinking about a move to Klaviyo? Say so in the note at the bottom. We'll show you what it would take before you decide.

• Mark domain settings as done Domain settings (DNS)About 3 minutesTo do

  Your domain is your website address, like yourshop.com.au. DNS is its settings area. It tells the internet where your website and your email go. We add a few records there so your emails come from your own address. That makes them far more likely to land in the inbox.

  Our promise. We only add the records your email needs. We won't change or remove anything of yours without asking first.

  Where is your domain looked after?

  Cloudflare GoDaddy Squarespace Namecheap VentraIP Shopify My web person or IT Somewhere else Not sure

  1. Log in to Cloudflare. Go to Manage Account, then Members.
  2. Press Invite members and type josh@dalo.au.
  3. For the scope, choose your one domain only. For the role, pick Domain DNS.
  4. Press Create policy, then Invite members.

  Good to know. This lets us edit the DNS records for that one domain and nothing else. Only a Super Administrator on the account can send the invite.

  1. Log in to GoDaddy and open account.godaddy.com/access. It's also under Account Settings, then Delegate Access.
  2. Under People who can access my account, press Invite to Access.
  3. Type the name Josh Dainty and the email josh@dalo.au.
  4. Choose Domains Only. If you don't see it, choose Products & Domains.
  5. Press Invite.

  Good to know. At these levels we can't buy anything on your account. If it asks about domains, tick management only, not transfers.

  1. Log in to Squarespace. Open your domains dashboard and pick your domain.
  2. Press Permissions, then Invite domain manager.
  3. Type the name Josh Dainty and the email josh@dalo.au.

  Good to know. A domain manager can edit DNS. They can't see your payment details or delete the domain.

  1. Log in to Namecheap. Go to Domain List and press Manage next to your domain.
  2. Open the Sharing & Transfer tab and find Share Access.
  3. In New Manager, type josh@dalo.au and press Add.
  4. Tick the DNS settings only. Namecheap then asks for your own password to confirm. That goes to Namecheap, not to us.

  1. Log in to VIPcontrol. Open the menu at the top right and choose My Profile.
  2. Scroll to Additional Users and press Add New User.
  3. Type josh@dalo.au and press Add User.

  Good to know. VentraIP can't limit this to DNS only. An added user can manage your services there. If you'd rather not, pick My web person or IT above and we'll send the records over instead.

  Nothing more to do. If you bought your domain through Shopify, the Shopify step above covers it. Tick this row off once that one is done.

  Tell us who to talk to. We'll send them the exact records to add. It's about five minutes of their time.

  Their name or company Their email or mobile

  Tell us where, and we'll send you the exact steps.

  Where is it looked after?

  No problem. Leave this row. We'll look it up from your website address and tell you exactly where it is and what to press.

  Send your update when the invite is sent. These invites run out in one to three days.

• Mark Facebook and Instagram as done Facebook and InstagramAbout 4 minutesTo do

  One step covers your Facebook Page, your Instagram, your ad account and your tracking.

  1. Go to business.facebook.com. Log in with the account that owns your Facebook Page.
  2. Click Settings. It's the gear at the bottom left. Under Users, click Partners.
  3. Press Add, then choose Give a partner access to your assets.
  4. Paste our partner ID from the box under these steps and press Next. The ID is a number that tells Facebook who we are. You'll see the name Dalo Marketing.
  5. Add every one of these that you have, and switch on the access shown:

     • Pages: your Facebook Page. Turn on Manage Page, Create ads, Content, Messages and Insights.
     • Instagram accounts: your Instagram. Turn on Manage Instagram account.
     • Ad accounts: your ad account. Turn on Manage ad account.
     • Datasets: your pixel. That's the small tracker that tells Facebook what people do on your site. It sits under Data sources. Turn on Manage dataset.
     • Catalogues, if you sell online. Turn on Manage catalogue.
  6. Press Assign assets. On some screens it says Save changes.

  • 1302243557762900Copy

  Good to know. You need full control of your business account to do this. Facebook may ask you to turn on two step login first.

  Why all of them. An ad has to come from your Page and your Instagram. Without them we can't publish one. Without the dataset we can't see what's working.

  One thing to check. Your Instagram needs to be a Business or Creator account that's linked to your Facebook Page. A scheduling tool can't post to a personal account.

  No business account, or not sure what you have? Tell us. We'll set it up with you on a 15 minute call, and you'll own all of it.

• Mark TikTok, LinkedIn, YouTube and the rest as done TikTok, LinkedIn, YouTube and the restAbout 2 minutesTo do

  Josh will text you a private link for these. It only works for 3 days, so we send it when you're ready.

  1. Open the link on a device where you're already logged in to your socials.
  2. Press Connect next to each account you have. Each one opens that platform's own login screen.
  3. Come back here and tick this row.

  We never see your passwords. You log in on each platform's own page. The link only joins your accounts to our scheduling tool.

  One exception we'll flag early. A few things can only be posted from inside the Instagram or TikTok app, like a Story with a link sticker or a trending sound. If your plan needs those, we set up that one app login together on a call. Please don't email or text passwords.

• Mark Google Ads as done Google AdsAbout 2 minutesTo do
  1. Log in at ads.google.com.
  2. Find your customer ID. It's the 10 digit number at the top right, like 123-456-7890. Type it in the box under these steps.
  3. Press Send update at the top of this page, then send the email it opens. That's how we get your number.
  4. We send a link request from Dalo Marketing, manager account 850-421-4111. Google emails you.
  5. Press Accept in that email. Or go to Admin, then Access and security, then Managers, and accept it there.

  Your Google Ads customer ID 10 digits

  Good to know. We ask for Admin access. Your card stays on your own account, the account stays in your name, and you can remove us any time. Admin is the level Google needs before we can link your ads to your Analytics and your Business Profile.

• Mark Google Analytics as done Google AnalyticsAbout 2 minutesTo do
  1. Open Google Analytics and click Admin. Under Property, click Property access management.
  2. Press the +, then Add users. Type our emails.
  3. Tick Administrator and press Add.

  Good to know. Add us on the Property, not the whole Account. That keeps us out of any other websites you own.

• Mark Google Tag Manager as done Google Tag ManagerAbout 2 minutes, if you have itTo do

  Never heard of it? Press I don't have this. Tag Manager is a Google tool some websites use to hold their tracking.

  1. Open Tag Manager and click Admin. In the Container column, click User Management.
  2. Press the +, then Add users. Type our emails.
  3. Set the container permission to Publish and press Invite.

  Why Publish. It means we can fix a tracking problem in minutes. Without it, we send you a to do list and wait.

• Mark Google Search Console as done Google Search ConsoleAbout 2 minutesTo do

  Search Console is Google's free tool that shows what people type to find you.

  1. Go to search.google.com/search-console.
  2. Click Settings, then Users and permissions, then Add user.
  3. Type one of our emails and set the permission to Full. Do the same for the other two.

  Never set this up? Press I don't have this, and we'll set it up for you.

• Mark Google Merchant Center as done Google Merchant CenterAbout 2 minutes, if you sell products onlineTo do

  Never heard of it? Press I don't have this. Merchant Center is where Google keeps the list of products you sell.

  1. Go to merchantcenter.google.com and click the gear icon.
  2. Click People and access, then Add person.
  3. Type one of our emails and set the role to Admin. Do the same for the other two.

  Why Admin. Google won't link your product list to your ads unless we hold Admin on both.

• Mark Google Business Profile as done Google Business ProfileAbout 2 minutes, if you're on Google MapsTo do

  This is your listing on Google and Google Maps, with your reviews and opening hours.

  1. Go to business.google.com. Log in with the account that manages your listing.
  2. Open your business. Click Business Profile settings, then People and access.
  3. Press Add, type one of our emails, choose Manager, and press Invite. Do the same for the other two.

  Good to know. A Manager can fix your details, reply to reviews and post. A Manager can't delete your listing or remove you.

  Not sure who manages it? Just say so. We'll trace it for you. We will never make a second listing, because your reviews live on the one you have.

• Mark your own card is on your ad accounts as done Check your own card is on your ad accountsAbout 1 minuteTo do

  Check there's a way to pay on your Facebook and Google ad accounts. It should be your card, not ours. You don't give us any card details.

  Why. Your ad spend stays yours and so does the account. We can't launch an ad without it.

• Mark your content and brand as done Your content and brandAbout 3 minutesTo do
  1. Share your Google Drive or Dropbox folder of photos and videos with our emails. Anything goes: shoots, phone clips, customer photos, reviews you love.
  2. Add your logo files, brand colours and fonts. A style guide is great if you have one.
  3. Tell us any words or claims your marketing must never use. There's a box for that under these steps.

  Your folder link Optional. Sharing it with our emails is enough. Words or claims we must never use Optional
• Mark who looks after your website as done Who looks after your websiteAbout 1 minuteTo do

  If something on the site needs changing, we go straight to them and keep you out of the back and forth. Just you? Write your own name. Already told us in the domain row? Tick this off.

  Their name or company Their email or mobile
• Mark your CRM or booking system as done Your CRM or booking systemAbout 2 minutes, if you have oneTo do

  Does it hold patient or health records? Don't add us. Tell us in the note at the bottom and we'll work out a safe way together.

  For everything else: add us as a user in the system you named in step 1. One login is plenty, and view only access is enough to start.

  Why. Ads and emails get better when we can see which enquiries turned into customers. We treat everything in there as private.