Test Strip Buyers | Complete Work Performed

Work Completed

Every task listed below was completed by the Melleka Marketing team. 278 total tasks across all categories.

📊 Google Ads 3

Audit Google Ads, optimize and make changes. Fix the conversion goals, modify bids

Let Cooper know about conversion actions like add to cart and downloads for Test strip buyers Google Ads.

Set up voice AI for google ads to not miss calls

🌐 Website 13

Test the new form before embedding on one of the landing pages. teststripbuyers.com

Implement website changes for sell.teststripbuyer.com

Launch the new form on the sell.teststripbuyers website too

Let Matt know when the form is on the sell.teststripbuyers website

Implement website changes for teststripbuyer.com

Add lancets (in comments to websites)

Create price list and update according to website

Make edits to websites and price list

Make website edits: update the price of Dexcom G6 3 pack OE to $200 as well as Bayer - Contours Next Retail 100ct to $25. Update the Meters thumbnail photo and the NRC code links on Omnipods for and Make the Accu-Check Guide shipping tip text red colored.

Add G7 Ref 030 to both websites for $20

Make updates to the website requested in Slack channel on both sites

Website redesign of the product and category pages

Reorder website prices high to low

🔍 SEO 7

Install Google Maps API on the lovable form and get approval from Matt to embed it on the website

Make people select an actual address from Google Maps to submit. This will reduce the number of false addresses

Create 10 SEO blog posts

When you click on the submit new response, it removes the Google Maps API address box. Fix it in the form

Make sure the apt. field gets populated when they select it in Google Maps

Make a copy of the form with Google Maps API dropdown design and send to matt before pushing to production. The form where we force people to choose from the dropdown rather than typing whatever they want.

Bryan will share Google Business access with Matth/action

📧 Email Marketing 86

Create Email #1

Create Email #2: New contact created manually created phone call

Create Email #3: Contact exists form submitted

Create Email #4

Create Email #5: Follow up email after shipping kit is delivered - first time customer

Create Email #6

Create Email #7: Second follow up email after kit is delivered - first time customer

Create Email #8: Second follow up email after kit is delivered - repeat customer

Create Email #9: Follow up after 1st follow up after kit is delivered - first time customer

Create Email #10

Create Email #11: Order status gets updated to order received - payment method paypal

Create Email #12: Order status gets updated to rejected

Create Email #9.5: Follow up after 1st follow up after kit is delivered - repeat customer

Make edits to Email #1

Add real scratch off product image in all emails and share all emails w/clients

Look into custom fields from servis to Melleka App for the emails. Let Lexie and Emely know

Update all emails with forms to be button links instead

Make Order Stage Email #1 cleaner, more simplified, and implement feedback

Make Edits to Order Stage Email #2

Make Edits to Order Stage Email #3

Make edits to Order Stage Email #4

Create Price List Email #1 with attachment/ hyperlink

Make edits to Order Stage Email #5

Make edits to Order Stage Email #6

Make edits to Order Stage Email #8

Make edits to Order Stage Email #9

Make edits to Order Stage Email #9.5

Make edits to Order Stage Email #10

Make edits to Order Stage Email #11

Make edits to Order Stage Email #12

Set a condition to make sure people don’t create a duplicate account, check by email or phone number

Add Email field number 2 for the new email coming in Zapier if the phone number matches and the contact already exists. Basically make sure it doesn’t replace the old email, but adds the new email in a separate field

Change the condition so it checks the phone number instead of the email to find an app record in Freeagent

Edit Email #1 and #2 with additional feedback

Email in mailchimp, check and test the utm parameters for the emails. Edit the filters in zap to separate the email leads

Prevent duplicates from being created in Servis CRM. Use phone number as a matching condition. Ask Matt if he wants to use email as well.

Edit Order Stage Emails #1-#6

Send emails in slack channel

Create order status workflow with all emails

Create Order status as check sent Email

Find available email domain options and purchase

Create Order status as paypal sent Email

Create Order status is address verification-apartment email

Go through the email workflow sheet and make sure all the fields are mapped correctly and triggers make sense

Ask Maria to see if we can integrate GHL Emails with Freeagent

Add utm parameters to record email campaign name

Double check price list, make edits and include new links, and reupload pdf on emails

Create Price List Email #2 Reminder

Create Price List Workflow (once emails are approved)

add check shipped email to workflow and add 3 business day wait step

add paypal sent email to workflow and add 3 business day wait step

Schedule out July Price List Emails

Link all 12 emails in workflows to

Revise Invalid PayPal Email with requested edits

Revise Paypal address verification email to include call number and text number

Ensure the order number is correct with each email in the workflows, look into zappier.

Fix error with Deborah receiving incorrect email and missing tracking link

Purchase IP address and connect for emailing

Add dollar sign on emails that have pricing

Send matt a message about email services and IP address

Create Wellness Email Newsletter

Create missed call workflow where email is sent

Check and why she got a welcome back email without making a repeat order. Changed the workflow conditions to prevent this happening again

Create workflow when missed call → email

Look into how to get access to GMB (they don’t remember which email was used to create it)

update products in email create V2

Edit the “Order Stage Workflow -> Shipped Kit -> Email #4 & #4.5” workflow, add a condition to check for automatic orders

Look into the OPP’s Matt sent and the errors with email workflows

Implement requested changes by Matt in the slack channel on wellness email

Add state field & add dollar sign on check emails

Look into and create internal workflow: send us a task or notification to correct that bad email address

Create an email campaign telling people to follow our social media pages to keep up to date and be in the loop about current promotions

Create new email: We shipped a box and the box came back from the post office. Pull return to sender reason as custom trigger. send email following up. Your kit was returned back to us. Please update your address and anything else needed and we'll ship another box.

Create new email: Sent a check and it was returned to us. Is your address correct? give the reason why it was rejected custom trigger

Swap with up to date pricing list on emails 1-6 and add custom values for dates

Add new custom value footer text and title on price list emails

Include up to date pricing list on emails 1-6 and add custom values for dates for DS4C

Design regular marketing email campaign to drip

Import contacts from Mailchimp to GHL

Change the branch condition from OR to AND for order statuses in “Order Stage Workflow -> Kit marked as Delivered Outbound + Follow up Emails -> Email #5, 7, 9”

Create V2 and remove section about $10 bonus for marketing email

On marketing email, switch out the Guide 50ct picture for a Libre 3 sensor

Make edit to kit returned and check returned email: give them the address on file and ask them to review and give us the correct address, and remove form

Examine the Zapier/automation flow to inspect the current ShipStation trigger and determine if the existing delay is adequate/action

Move paypal email address below payment method in all email workflows

Added condition total items sent number less than 2 to fix double email

💬 SMS Marketing 30

Create MMS

Create 13 SMS messages to go along with the emails for workflow

Port toll-free number in from Simple Texting to GHL

Review all order stage workflows: ensure triggers and correct email and sms are in the right workflow

Create SMS For Paypal Address is invalid

Create SMS For Paypal Address Verification

Create SMS For Invalid Home Address / Missing APT Number

Revise Paypal address verification SMS to include call number and support email

Revise Invalid PayPal SMS with requested edits and ensure it reflects the email accurately

Verify ported number toll-free # on GHL

Hop on GHL support about toll-free rejection

Make web form toll-free compliant

Condition Tag is perfect, map to melleka app for an email/sms campaign for reviews

Purchase new toll-free number for google and verify

Create MMS for National Wellness Month

Hop on support about rejected google number toll-free verification (internal)

Resubmit toll-free form to port number in

Add dollar signs to SMS messages

Create SMS message: Sent a check and it was returned to us. Is your address correct? give the reason why it was rejected custom trigger

Create new SMS message: We shipped a box and the box came back from the post office. Pull return to sender reason as custom trigger. send email following up. Your kit was returned back to us. Please update your address and anything else needed and we'll ship another box.

Update SMS message → should say check is inside free shipping kit

Add a wait time for workflows to detect the tag for emails and sms

David Akopyan will send the verified toll-free number to Matth./action

Add a delay in zapier flows for order and contact zaps to allow the system to breath before entering email/sms flows

- how come this customer did not get the payment sent email or sms. Fix the issue

Look into - received welcome back message and - did not get anything regarding the shipped kit message and - received a welcome sms when he is an existing customer

Remove the “Text 8774289787” from sms because it’s redundant. Make sure it’s changed for all snippets

Create workflow: sms & email for august wellness month and schedule

Create New SMS for “Your Check was Returned” and “You Kit was Returned” and Update on the workflows

David Akopyan will verify the payment-sent workflow and confirm that PayPal SMS and email notifications are functioning correctly./action

⚙️ CRM / Automations 58

Create Sub Account

Create a new form on lovable and map in zapier

Adjust the Freeagent to Ship Station integration for the new form

Contact Maria from Servis Support to ask about the double contact

Test the new form on sell.teststrip → servis → ship station integration

Remove the custom fields, fix the errors in zapier and replay the runs

OPP879888 - This lead came in with an address typed twice it looks like. - no address info really came through. - address went onto line 2. Fix the form zapier and push through errored zaps

Look into updating the orders in Servis instead of creating duplicates

Push through the 40 orders without an address to the CRM

Created field name for last order received ID, figure out field names for Zapier. Map custom fields

Look into the kill switches for workflows

Map the order status field

Add all the choice lists from Servis to MM APP for order and contact

Create trigger in freeagent: Contact created automatically or manually? Use Created By field, “FA Bot”

Create custom field in GHL: Contact created automatically or manually?

Create Order status is paypal address verification needed

Create order status workflow vision board

Connect social media accounts to GHL

test all 13 workflows

Create Workflow for Order status is address verification/apartment number (waiting for approval)

Create Workflow Order status is paypal address verification needed (waiting for approval)

Create Order status is paypal address is invalid

Create workflow for Order status is paypal address is invalid (waiting for approval)

Create tracking link outbound flow into the FreeAgent

Update Delivered (outbound) and (inbound) in freeagent once the tracking links are passed

Review Emely’s notes for Order Stage Workflow Test Strip Buyers

Add CON number from Servis to MM App

Look into if the AI can see the Order Status from the Contacts page in the MM App

Launch ALL order status workflows at 9AM

Create conditions in workflows 1-3 for people who select check versus paypal

Make the “Your Information” Section on all order stages has a beige background color to pop out

Pass through the name (automatic) to MM App to change the workflow trigger to differentiate between automatic orders

David Akopyan will investigate and fix the OPP/Zapier mapping issue between the app and FreeAgent/action

Hop on support & fix workflows 1 & 2 due to triggers

Make sure the form is mapped the same way in zapier and test the new look

Check the OPP’s in ship station for OG Apt error

Conference room participant will compare counts between FreeAgent and ShipStation to reconcile “actual total shipped” for May./action

Change the design of the form to the one Matt liked and make sure all the fields are mapped in zapier

Look into the shipstation address issues Matt brought up.

Create a workflow to add and remove automatic and not automatic tags

Change the triggers of the workflows for order received and payment sent workflows according to our meeting

Hop on GHL support about why user was added to new customer workflow

Restructure the mapping from servis to melleka app to reflect orders rather than contacts

On the workflow, for the messages to customers pertaining to asking them if their shipping kit has arrived yet can we make that a 5 business day delay instead of 3

Add a formatter to transfer from UTC to Ohio timezone in Zapier

David Akopyan will create automations for all stores to populate tracking and handle store selection in ShipStation./action

David Akopyan will review inbound shipments using the ShipStation V2 API

Map lastOrdRcvOpp from freeagent into Melleka App

Look into the zap that causes the freeagent workflows to fail

Change Paypal to PayPal for all workflows

Change the kill switch logic in the workflows to account for Order Rejected status

Change the test check store and paypal store zaps to give more time for the Shipstation API to fire

Change the inbound tracking link to populate the opp in parantheses in Test PayPal store ship station

David Akopyan will review aggregator/throttling options (e.g., make.com) and report feasibility for batching ShipStation requests/action

Implement website changes on both sites and price list & reupload price list in all workflows

Fix the WooCommerce zap to Servis

David Akopyan will investigate why the workflow creates orders for existing contacts but not for newly created contacts./action

Rerun the zaps to include the tracking link when Servis is back up again

🎨 Content / Creative 74

“There's an issue with the form or something we have contacts being created with no orders”

Push through the 200 contacts without an order. There's still 200 contacts without an order

Check the duplicate orders Matt pointed out. Donna Podkulski filled out the form 6 times at different occasions from May 21st to May 26

Add a filter to prevent/warn people who fill out the form multiple times to the new form

Integrate the new form on teststripbuyers

Fix the new orders not getting kicked over to Order Pending

Look into preventing people from filling out the form multiple times within the short period of time

Put an Apt in front of the apartment number.

Make a change on the new form Apt. number, as soon as they put the address, the error will pop up

Tighten the design of the form, there is 3 titles, remove 2 and leave one. Get rid of the scroll

Make the thank you message more obvious and easy to understand that we received their submission

Update the thank you page to make the text bigger

Fix the apt. error Matt pointed

Set location search as address 1, apt as address 2, create an ai step to dissect the apt correctly with Apt in front and make sure the location address is required and mapped correctly

Install the Google Tag Cooper sent on the new form backend

Set up trigger the standard event at the correct point in the submission flow and let cooper know

Create printable price list without links

Make price list edits

Make sure “Get Started” anchors them to the form

CON537960 - Contact had address in line 2. Look into it, from Matt. Fixed, updated the form to require address line 1 and apartment to address line 2

Changes on Form mapping

, , - need the word APT added before

Create Zap: Contact Created → MM APP. Map all available fields

Create Zap: Contact Updated → MM APP. Map all available fields

Create Zap: Order Created → MM APP. Map all available fields

Create Zap: Order Updated → MM APP. Map all available fields

add dexcom images to both sites

Map Total Items Sent Number

Double check if we can use AI agent to answer general questions

Lexie Alter will investigate whether support@teststripbuyers.com can be routed into Lead Connector or whether an alternative forwarding solution is required./action

David Akopyan will implement and test a one-day automatic hold for orders identified as reorders from existing customers so operations can verify before fulfillment./action. If anything is different, but one point of contact is the same, put it on hold. If they've received a payment, it's not their first order, put the order on hold

Create PDF of damage and expired guidelines

Fix hotlink images on sites

Turn off Zaps for SimpleTexting

Ensure CON # is included in the Melleka app

Hop on support call with senior rep and Connect Facebook Messenger to MM App

Invite all of the sales team to the Melleka App

Add Renay to Slack Channel renay@teststripbuyers.com

Look into issues Matt brought up over the weekend

Remove the AI step and remap the zap

Mock up designs for the form Apt. field, make it smaller and send it to Matt for approval

Remove the magnifying glass next to the address field on the form

Fix all broken images on sell.teststrip site

Purchase domain for warm up

Zap clean address

Check if it replaces the tag with an empty tag

Look into voice AI handling for Walk Ins

Look into number not forwarding and resolve it

Verify tag “automatic” is working as it should

Edit zap to add a not automatic tag and include in paths

Update Canva triggers to reflect melleka app

David Akopyan will investigate the tag not being added immediately after contact creation/action and fix the zap. Modify the zap

Remap the Order Created zap to add a filter for automatic orders

Change the order updated zap to filter and split by payment processed and order received

Add a new rule to change the customer service created orders to the correct source: customer service

Create 10 blog posts and fix errors

Switch all images on product page with updated images on home page

Update pricing on price list and change dates for August

Remove extra dollar sign on paypal messaging

Create zap to update custom value every month for expiration date

Look at the API keys in the read ai meeting

Change the zap struction of order created and updated to filter for name rather than source for automatic orders

Check paypal sent/check sent zap for midwest

Check the inbound and outbound flow, create custom fields in MM App and make sure everything flows correctly

Change the order created zap to account for automatic orders

Map the tags to account for automatic orders with received date

Modify the zap for Test - Check store to extract the OPP from parentheses

Add an AI step to Test PayPal store zap for outbound links to record for the newest orders

Check leads coming from source WC2

Cut out the segment from the meeting

Create 10 blog posts, run audit, and fix site errors

Check the tasks list and fix the errors one by one

📈 Reporting / Analytics 7

Edit the form to grab utm parameters and source.

Add the Meta tracking scripts to the new form. Waiting for them to send them over

Look into data discrepancy between ad platforms and free agent

Look into Outbound Tracking Link - Test View (Checks) and why some have an outbound tracking link and some don’t

Change the inbound tracking link to populate the opp in parantheses in check store

David Akopyan will review the flagged social media posts and perform a content review, then report back./action

Fix the test check store zap and include the outbound tracking link