This guide will teach you the process of creating a client in Signal Genesys and the five pre-requisites for a smooth and efficient setup.
Pre-requisites:
To ensure efficient and accurate input of client information, ensure that the following are in hand prior to commencing the set-up task:
- Have all the company information, GMB profile (if available), and the logo;
- Admin credentials for the WordPress website;
- Admin credentials for their social media accounts;
- Manager access to Google listing, and
- DNS admin access.
- Log in to Signal Genesys account. (Email operations@blitzmetrics.com for getting access).

- Click on the ‘Entities’ button.

- This will open up a screen listing out existing clients, and where new client details can be added. Click on the ‘Add Entity’ button to add a new client:

- Enter all the information in this screen. Ensure the details are aligned with the client’s GMB profile.

- Within the same screen, scroll down and enter links to the client’s social media accounts and also additional information.

- Add the company logo and a brief description of the client and click Save at the bottom of the screen.

- Here’s an example of a completed form:



Once the client has been set up, the next process is to set up the Media Room.