This guide will help you get started with ClientView, ensuring your agency is set up to track client results and optimize performance. We recommend following these steps to unlock key features and make the most of ClientView’s capabilities.
We’ve organized the guide into easy-to-follow sections:
1. Connect your integrations
GoHighLevel Setup:
To start tracking client CRM results, you need to connect GoHighLevel to ClientView using webhooks. This allows ClientView to gather important metrics like Leads, Appointments, Sales, and more from your GoHighLevel snapshot.
ClientView uses 5 unique WebHooks:
This is because with just 5 hooks ClientView is able to receive the events and categorize them by client using their name and account ID sent with it.
This means you only have to setup once and push the snapshot update, then all of your clients CRM data will become trackable inside of ClientView.
Here’s how to set it up:
Access your GoHighLevel snapshot:
When a new client joins, they are typically assigned a GoHighLevel sub-account based on a snapshot. You’ll need access to this snapshot to install ClientView webhooks.
Install the ClientView webhooks:
Find your GoHighLevel webhooks here (Settings, Webhooks)
Create Workflows
Create a workflow for each metric you want to track:
The trigger can vary depending on how you have your clients CRM set up, choose a trigger that makes most sense for you.
Create workflow
Trigger (Pipeline step, form, lead form, tag, etc)
Action: POST Webhook
Paste: Metric Webhook
Save
Repeat this process for each metric you want to track.
Here's a video to clarify:
Manual setup (if no snapshot is used):
If you don’t use a snapshot, add the webhooks manually to each client’s GoHighLevel account.
Once set up, you’ll start seeing GoHighLevel data sources populate in your ClientView account.
How to Connect Facebook and Google Accounts
To track advertising account performance, you need to connect a profile who has access to the ad accounts.
Connect Facebook:
Go to the onboarding checklist here and click “Connect Advertising Accounts.”
Click “Connect Facebook,” adjust the permissions, and follow the prompts.
After connecting, you’ll see a list of your available Facebook ad accounts when creating new clients.
Connect Google:
Follow the same process as above by selecting “Connect Google Account.”
Adjust permissions and connect. You’ll then see your Google ad accounts available for client tracking.
UTM Setup (Optional)
If you use a single tag or pipeline step to track leads for multiple ad platform like Facebook, google, TIk Tok, etc you will want to use UTM Tracking
Why it matters:
UTMs not only provide insights into which ads are performing best, helping you optimize your marketing efforts but is essential to differentiate which leads came from which source.
How to set it up:
Set up UTM parameters in your GoHighLevel forms and tracking scripts.
Ensure each form captures UTM content, source, campaign, and medium.
Push these updates across all client accounts through your GoHighLevel snapshot.
2. Configure your agency
Set Up Categories
Categories in ClientView help you organize clients based on niches, test groups, or other relevant groupings. Alerts like lead cost notifications are tied to categories, so setting these up correctly is essential.
Lead Cost Alerts:
Within each category, set the Preferred Lead Cost (the optimal cost) and the Max Lead Cost (the highest cost allowed before optimization is needed).
These alerts automatically notify your team if lead costs exceed the limit, allowing them to take immediate action.
Set Up Offers
Offers represent the services or products your agency provides to clients. Properly configuring offers will later unlock advanced reporting features, such as revenue tracking and client retention.
Invite Teammates
Adding your team members to ClientView ensures that key agency roles are notified about important client performance metrics and alerts.
Invite teammates from settings here
Once your teammates are added, they’ll receive notifications and alerts based on the performance and metrics set for their assigned clients.
3. Adding Clients:
To start tracking client performance, navigate to the Clients tab and click “Add New Client.”
You’ll be prompted to enter the client’s name and business details, and you can also assign them to a relevant category, offer, or media buyer if needed.
Once the basic details are filled out, connect their GoHighLevel, Facebook, and Google ad accounts to enable real-time tracking of their campaigns.
You can then select which specific campaign objectives, such as leads or sales, you’d like to track for each client.
When you’re done, click “Add New Client,” and ClientView will begin collecting and displaying their data.
4. Customize Your View
ClientView allows you to tailor your dashboard to focus on the metrics that matter most to your agency.
By customizing the columns, you can adjust which data points are displayed for each client, giving you full control over how you view performance.
How to Customize Columns
To personalize your workspace, go to the Clients tab and click the “Customize” button at the bottom-right of the screen.
From there, you can select which columns (metrics) to include or exclude:
Such as lead costs, appointments, sales, or any other key metrics.
You can also rearrange the order of the columns by dragging and dropping them to fit your preferred layout.
This allows you to streamline the view based on your agency’s specific needs and quickly identify areas for improvement.
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