Quick Start Guide

Quick Start Guide

Welcome to KopplaHQ! This guide will help you set up your account and start creating AI-powered marketing content for your mental health practice in just a few steps.

Step 1: Complete Your Practice Profile

When you first log into KopplaHQ, you'll see your Dashboard with a "Welcome to KopplaHQ!" banner outlining four key steps. Start by clicking "Setup Profile":

Basic Information

• Personal Details: Add your first and last name
• Practice Info: Enter your website URL and location (postal code, city, state)
• Contact: Your email is automatically populated from registration

Specialties & Therapy Types

1. Clinical Specialties
   • Click "Edit" to open the specialties modal
   • Select up to 10 therapy specialties (e.g., Anxiety, Depression, Trauma and PTSD)
   • Mark your top 3 as "primary" by clicking the star icon
   • Examples: Relationship Issues, Self Esteem, Life Transitions, Women's Issues
2. Types of Therapy
   • Click "Edit" to open the therapy types modal
   • Choose up to 10 therapeutic approaches
   • Mark your primary 3 approaches (e.g., Attachment-based, Relational, Emotionally Focused)
   • Examples: Psychodynamic, Trauma Focused, Person-Centered, Family Systems

These selections personalize AI content generation to match your practice's unique focus and voice.

Step 2: Set Up Industry Insights

Stay current with mental health industry news directly in your dashboard:

1. Navigate to Industry Insights
   • Go to Profile → Industry Insights tab
   • You'll see curated RSS feeds from trusted sources like APA, Psychology Today, and NAMI
2. Enable News Sources
   • All sources are off by default for a clean start
   • Toggle individual sources on/off based on your interests
   • Or click "Enable All Sources" for comprehensive coverage
3. Preview Your Feed
   • Once enabled, preview recent articles in the Profile tab
   • Articles will automatically populate your main Dashboard
   • Each article shows title, source, publication date, and brief snippet
4. Customize Your Feed
   • Return anytime to adjust which sources you follow
   • Use "All On" or "All Off" buttons for quick changes

Step 3: Connect Your Tools

Supercharge your workflow by connecting external services:

Google Search Console Integration

1. Navigate to Integrations
   • Go to the Integrations page from the sidebar
   • Or access via Profile → Account → Connected Services
2. Connect Google Search Console
   • Click "Connect" on the Google Search Console card
   • You'll be redirected to Google's secure OAuth screen
   • Grant permission for "View Search Console data" (read-only access)
   • KopplaHQ never sees your Google password
3. Complete Setup
   • After authorization, you'll return to KopplaHQ
   • Select your website property from the dropdown
   • Click "Save" to complete the integration
   • If no properties are found, verify your site in Google Search Console first

Other Available Integrations

• WordPress: Connect your website for seamless content publishing
• LinkedIn: Share content directly to your professional network
• Additional services: More integrations available on the main Integrations page

Step 4: Research Credible Sources

Use the Research Library to find peer-reviewed articles for authoritative content:

Accessing the Research Library

1. Navigate to Research Library
   • Access from the main navigation or Essential Workflow Tools
   • Powered by PubMed API for academic credibility
2. Search for Articles
   • Enter keywords in the main search field
   • Use filters to refine results:
     • Year Range: Limit to recent publications
     • Free Full Text Only: Find openly accessible articles
     • MeSH Terms: Add Medical Subject Headings for precision
3. Review and Save Articles
   • Click the document icon to preview abstracts
   • Use the star icon to save articles to "My Library"
   • Copy citations with one click
   • Open directly in PubMed or via DOI

Suggested Searches

• Try pre-populated queries to get started
• Examples: "anxiety management techniques," "therapy effectiveness studies"
• Build evidence-based content with credible research

Step 5: Generate Your First Content

With your profile set up, insights enabled, and tools connected, you're ready to create:

Using the Content Studio

1. Navigate to Content Creation
   • Access via the "Create" step in your dashboard workflow
   • Or go directly to the Content Studio
2. Generate AI-Powered Content
   • Your profile specialties automatically personalize AI suggestions
   • Choose content types based on your needs
   • AI understands your therapeutic approaches and target audience
3. Leverage Your Research
   • Reference articles saved in your Research Library
   • Build evidence-based content with credible sources
   • Cite peer-reviewed research to establish authority

Content Planning & Publishing

1. Use the Content Planner
   • Schedule content across your connected platforms
   • Plan campaigns around your industry insights
   • Coordinate with your therapeutic calendar and specialties
2. Publish Seamlessly
   • Push directly to WordPress if connected
   • Share to LinkedIn through integration
   • Track performance with Google Search Console data