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Hey, gang. Welcome to another edition of Webinar Wednesday by Brilliant Directories.

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It's great that you could join us here today.

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We got a great presentation for you, a lot of great topics that we're going to cover.

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Also, if you guys have questions,

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hopefully, we can get to them at the end of the webinar.

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If this is your first time joining Webinar Wednesday, welcome.

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I'm Jason there on the left, and we're lucky to be joined by Rick, one of the support specialists here at Brilliant Directories, and as well as David Rocklin, the digital strategist here at Brilliant Directories.

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Gentlemen, thanks for joining us today.

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Hello, Jason. Super happy to be here, man. Hey, everyone. Glad to be back.

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Awesome. Awesome.

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And I always like to mention if you're not already a member of our Facebook

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strategy group, you can join. You can go to brilliantdirectories.com/facebook.

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It's a great place to continue the conversation in between webinars.

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There's a lot of great participation in there.

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I myself am in there, and there's some really good discussions and everyone's learning from each other every single day.

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So why don't you take a minute and join our Facebook group.

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You can go to brilliantdirectories.com/Facebook

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and click the join button there.

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And again, for those of you joining for the first time, welcome.

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Webinar Wednesday is a great place and venue to share,

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ideas to grow your community faster. A lot of it revolves around

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marketing strategy

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and providing a better user experience for the visitors on your website.

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We cover topics such as how to convert visitors into members,

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increasing website traffic, identifying unique revenue opportunities based on the industry you're serving.

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One of my favorite topics and we seem to always circle around back to this is how to improve your websites navigation.

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For example,

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how to simplify your main menu links, how to draw people to certain calls to action or buttons that you want them to click on, And that helps provide a better experience and thus,

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helps increase member sign ups and and provide a better user experience.

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If you have questions on these types of topics, we'll get to them soon, so save them, write them down, and we'll do a Q and A session shortly after the main tip of the week.

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And since about webinar 46 or 47, we decided to always keep this slide in webinar Wednesdays.

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It's just a reminder not to get stuck on the hamster wheel.

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And the hamster wheel is when you stay, you know, you're running a community, an online business basically, and you need to be doing different things all the time.

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It's important not to get stuck on one part of your business.

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I always mentioned the number one step that I see people getting stuck on is designing their website.

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But you also have to focus on driving traffic to your website,

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creating marketing materials and advertising your website,

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reaching out to your members and talking to them and finding out what their problems are, and then,

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on your website showcasing that you can solve those problems and continuing through these cycles.

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You know, you could spend a week or two or even a month on one of these steps, but just make sure that you're continuously

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cycling through these steps.

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It's going to ensure that you're making traction and helping and it's helping to grow your online business and community.

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And we have a few, BD Lab updates that we've,

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a few features that we've launched since the last webinar.

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There's actually dozens and dozens, but I try to just narrow it down to some of the most important or useful for you.

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One of them is we've upgraded the design of the member upgrade page.

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Now if you've had this page customized it's not going to affect you, but for everyone else you've got a

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definite upgrade

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to your upgrade page.

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And let me show you what I'm referring to here, and it's also going to be the tip of the week that we're going to talk about today

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is about the upgrade page and how to

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optimize it. So let me just log in as a member here,

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and we'll click on upgrade listing. And

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in in this example, and these are options that are now available.

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One is we've we've totally changed the layout of this.

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It's much more intuitive and easier for the user to see what's going on, but there's also places where you can add supportive text

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about why people should upgrade or about each membership level and we'll get to that in the tip of the week.

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So this page got an upgrade and it should help encourage some of your members who have the upgrade option to pull the trigger and go ahead with

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upgrading their membership plans.

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This is a new feature was actually spawned by a suggestion

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in the Facebook group.

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It was the ability to sort posts such as coupons, events,

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articles,

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based on the membership levels,

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search priority.

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And prior to this, you would only be able to sort your posts by one default setting such

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as alphabetically

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a to z or by this event start date.

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Now with this option and it's available to everyone,

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you can actually add an additional

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layer of sorting options which is to respect the membership levels search priority.

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Let me show you exactly how that works.

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So before I get into how it sorts your posts like articles and events,

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let's go to the dashboard here and let's see exactly what that's referring to.

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If you go to manage products under the finance tab,

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These are your different membership levels essentially.

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And with each membership level you can designate the search priority.

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So in this example premium members have a search priority of one,

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featured members have a search priority of two,

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and basic members have a search priority of three.

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With this logic, if a visitor does a search

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for example,

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let's just pick a location like California,

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all the premium members would show first in the search results,

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then the featured members and the basic members would all be at the end of those search results.

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So what you're doing

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is you're providing better visibility

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for your premium members and that's essentially what they're paying for.

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For posts such as articles and events, it never respected the search priority.

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Let's look at the the options

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for blog posts for examples.

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Let's go to edit post settings,

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and let's click on the blog article post type,

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and let's go to the search results design.

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And in the last webinar actually Rick and Sherilyn covered a good portion of what the search results design settings do.

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It's very informative.

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And one of the things that wasn't there before

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was this option to respect membership level search priority.

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Let's not talk about this one, let's talk about the order results by.

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This was the option that's always been there.

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So you can choose how you want your blog articles or events to be sorted and there's various options here for the default sort order.

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So you can sort it by the title A to Z, Z to A,

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the date it was created

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or posted.

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If it's an event and has a start date, you can do start date soonest or soonest last, and so on and so forth.

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But there was never any priority based on the membership level and obviously your Premium members are paying for more visibility.

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So now with this option

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you can actually show all

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the premium members posts blog articles ahead of the featured and basic members posts,

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and then after it puts all the premium members posts ahead, then it will sort by the order results by.

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So it'll put all the premium members post first and then sort it by order results by.

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I set up a little example here to see how the functionality

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works. So we have two articles here,

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and

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this is by a lower tiered member. I just gave it that title, and this is a premium members post.

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And right now we're sorting it alphabetically

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and respect membership level search priority is set to no. So I'll go ahead and set this to yes

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and save the changes.

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And I'll go ahead and refresh the page. Now this is a very simple example with just two

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two posts here, but now we can see the premium members post

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is at the top,

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and the lower tiered post, the basic members post is underneath this now.

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So this is a great way to one, encourage people to upgrade,

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and also to actually deliver more visibility to your premium members content,

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which is basically what they're paying you for on your website is for that additional

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visibility.

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Now I also wanted to tie in and talk about one of the add ons we had released a couple months ago, which was the pin featured posts.

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Because that kind of ties into this as well. Let me scroll down here.

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Okay.

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So this one would be an add on, it's pin featured posts.

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And what it allows you to do as the the website owner is specifically

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hand pick

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posts that you would always like to be at the top of search results.

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As long as that post is part of a search,

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and in the search results it will be pinned at the top. So you can pin featured posts. So

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now with this option, and let's actually pin the lower tiered members post to the top.

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So what we can do is go to manage posts, open a new tab here,

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and here's the blog articles and here's my lower tiered post I'm actually going to set as featured post.

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Alright and if we refresh the page,

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so now the lower tiered members article is showing at the top but only because I've specifically pinned that top post.

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So now you have basically three ways

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to sort content. One would be to pin,

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single or multiple posts at the top of the search results,

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then you can choose to respect the membership levels search priority,

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and then lastly would be the default

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way posts are ordered which would be A to Z, their start date, etc. So,

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you could this is a feature that's available to everyone now, and you can start letting your members know that if you wanna enable this that their posts are gonna receive priority

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ahead of lower tiered members or it's a great way to inform lower tiered members that they should upgrade if they want their post to get bubbled up in the search results

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on your website.

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Coming soon, we have a, we actually have a bunch of add ons going through a QA right now.

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A couple that I wanted to just show you an example of. We do have one, report this page.

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Not everyone needs this on their site,

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mainly if you're not spending a lot of time moderating your site, or if you have a closed network.

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But if you have lots and lots of users and you need help moderating,

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you can now have a report this page button on your site. It's very simple and straightforward.

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I'll show you how it's going to work.

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Let's actually just click on an article here.

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So what it's going to be, it's going to be a widget that you can place in your sidebar or anywhere else you want to place it around your site on one of the pages.

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The basic button will look like this. You can obviously control the text and the icon,

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and when somebody clicks on the report this page

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button,

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they'll get a form, and you can also modify this form, but it'll ask them for their name,

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and their email,

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their phone number.

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Now if you didn't wanna gather all this information, you could remove some of these default fields,

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and it'll say, this page

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has incorrect

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info,

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and

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we'll do this and we'll submit the report.

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Now what's really nice and handy about this, so it says your message has been sent, and I can go back to the page.

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What's really nice is if you go to your dashboard as the website owner,

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you actually get notified in your form inquiries.

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So now I have a new inquiry and it's from the report post form.

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So this is the I know that someone's reporting an issue

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and all the informations here. You can view the inquiry in more detail.

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So it says this page has incorrect info,

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and I know that the the origin page is here, so I as the website owner, I can go ahead and visit that page

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and while I'm already on that page, and I can see if it does have incorrect info or inappropriate information or content, and I can take appropriate steps to rectify

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that. So that's an add on that is coming down the line soon.

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And Yeah. That add on would be great. Not necessarily if you have a website focused on,

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you know, maybe some sketchy industry, but also if you just have a really large directory, thousands of members constantly adding content.

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If you're the sole website administrator,

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it can become pretty difficult to kind of juggle all the balls that you're handling and keep an eye on all of the content and all the listing profile pages.

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And so this really lets you utilize your community and and kind of help you keep an eye out for anything that doesn't look right.

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Absolutely.

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It's it's definitely a helping hand when visitors of your site can help you moderate content, especially if you have thousands of members or hundreds of members and they're all posting

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random pieces of content contributing to your site.

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And the most important thing too though is that when a page is reported,

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it doesn't get taken down automatically or anything like that.

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The website admin, the owner still has total control to decide what to do with that page if anything does need to be changed.

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That's true and when somebody fills out that form the website admin will get an email notification that a page has been flagged and reported.

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So you'll get that in notification in your inbox and again you could take the appropriate steps as needed.

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This one we're not going to show an example of just yet, but it is the highly anticipated private member chat.

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It's going through its final stages of QA.

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We're looking to have it released.

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We were probably looking, we were hoping to have it end this week, but it's looking closer to the end of next week.

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We'll post an announcement in the Facebook group, but just wanted to give you guys a timeline update on that one.

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And we're also gonna be adding a feature. I did mention the pin featured posts.

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We are going to be adding an option where you can set an expiration date. So let me go here,

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let me go to manage posts.

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And over here where it's where you can check to set as featured, there will be a date picker and you can choose a date in the future.

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And once that date hits,

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the system will automatically

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stop featuring that post. So if you wanted to sell thirty days of featuring a member's post,

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you can certainly do so and and come in here and set an expiration date for that, which will add a little bit of a convenience for you

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to manage some of these pinned posts.

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Alright. So those are the BD lap updates for this week.

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Lots of good stuff coming down the pipeline, and I will be sure to keep you posted in the webinars as well as in the Facebook group.

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Alright. We have an awesome segment for you today in Rick's corner. Obviously,

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here we share simple solutions for common questions.

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And Rick, you created a nice little presentation for us.

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A lot of people in the support center have been asking how to clone or modify the contact us form, and I think you have some simple steps to kinda guide us through that process.

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Yes. That is completely correct, Jason.

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So today, we we took some time to create a a new contact us form, and I'll go ahead and take the necessary steps so that everyone can go ahead and complete this on on your end.

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There's an added functionality to this form, and that's one of the reasons why a lot of people clone this specific form.

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The, we're gonna go over all the details

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in just a bit, but, yeah, that's, that's basically it.

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It's a it's a cool, very easy to to handle process that is gonna

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add a lot of value to your project.

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And what are, like, one or two main reasons why someone would want to clone or modify the the contact us form from their website?

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Well, there there are several reasons. Right?

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The, depending on the type of information that you might wanna request from the user of the website, that will be one one reason why you might wanna edit this.

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You might wanna request more information. You might wanna request less information.

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You could also request more information

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that's geared towards the industry that you're currently,

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providing the service to.

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Like, you the the contact us form, like, everyone knows that comes by default

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with all brilliant directories websites has very, very limited information here in the on the form.

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So since you are offering this to the public, you might as well take advantage of this functionality, and you could add additional information, take advantage of the full,

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full,

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form options that are available in the forms manager,

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which is

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super fun. And, again, we're gonna get to that in just a second.

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So, yes, as we were talking about before, the contact us form comes by default with all brand directories websites.

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This is basically how it looks.

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The, like we mentioned before, very limited information.

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Basically, just the name, the email, the phone number, and a brief message

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from the user of of the, of the website.

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So what I did here was let me go ahead and jump to the one that I created.

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This, of course, is just an example,

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but I simply added three more fields,

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using the different form fields options that we have available in the forms manager.

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As you can see, this this first field that I added allows the user of the website to select more than one option.

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Here underneath, we have the drop down. It looks very, very nice,

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very, organized.

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And then underneath that, the third field that I added was the or is the one that actually allows the user to only select one.

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So you can go ahead and only choose one of these.

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So back to the reasons why,

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you might wanna clone the contact us form.

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The added functionality

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of

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of sending out an email from this form is something that a lot of customers and a lot of of you guys,

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are very interested on.

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And as we always say in brilliant directories, when you wanna create a new form, it's always better to clone a form than to start from scratch.

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So let me go ahead and show you guys

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how easy it is to clone a form.

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Let me go ahead and jump here.

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Another tab.

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The one that I have here is just the, contact us form. Go ahead.

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We don't really need that one here. This is the one that I created, which is the

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the new contact us form that I modified and cloned,

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and this is how the actual form looks like. Let me start from from the beginning.

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So let me go ahead and jump over to the form manager

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so that you guys are you're you guys are probably very familiar with this section of the back end.

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Here on the top, what we have are the customized forms.

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So in this case well, this is the one that I created.

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So this is the first one that's gonna show up here. And we have underneath that the default forms.

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Those those are the ones that, again, by default, come with all Brilliant Directories websites.

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Now when you clone the form let me go ahead and click here edit so that we go into the form, quote, unquote, into the form.

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And what you have here is the the, you have the, the option, the opportunity,

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to just go ahead and clone

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the form. Right?

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Super easy

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and super straightforward.

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But underneath that, what you have

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is also the ability to control the settings

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of the form.

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And this is when it really comes into play, like, the whole receiving an email or sending out an email when the form is submitted, that's where you are going to go about editing this.

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Before jumping into those settings, I wanna briefly go over the form fields

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real quick here. These are the the ones that I created.

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So as you can see here, this is a checkbox select

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as we saw before on the on the live form.

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It basically allows you to select multiple options from a list that you're gonna add here.

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Very important,

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If you guys, forget to add the database variable name, then the whole form field is not gonna work.

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So keep that in mind.

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You wanna you wanna make sure that you add a a variable name on that field and, that it's also unique.

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It's very important

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very important to mention.

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Right next to it, what you have, of course, is the field label name. So this is what the user

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of the form or the website is gonna be able to see. So, yeah, this is the, the checkbox select.

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Here we have quite a few options

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for you to choose from. So I went in in in this example, I just selected the the checkbox select.

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Underneath that one, we have, of course, the drop down.

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Again, very, very

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organized way to add a few options

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for your user to choose from.

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And underneath that one, the third one, is the, radio select, which is, yeah, basically just the the way in which your user is going to be able to choose one of the options that you're gonna lay out for them.

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So, yeah, again, the same fields, very important. Keep an eye out on the

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database variable name that sometimes,

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sometimes we oversee that field and then the whole form field doesn't work properly. So Rick,

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regarding the database variable name, do you have any tips for those?

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Like are you allowed to use spaces in between there or like weird characters or should you just limit it

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to the alphabet letters and numbers?

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00:22:01.235 --> 00:22:05.335
Yeah, that's a great question, Jason. And we strongly recommend,

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or actually it's it's recommending 100%

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to to stay to stick with the

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with the letters and the numbers. Alphanumeric

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all the way. No,

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no no spaces.

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The spaces does break the, the functionality, so avoid the spaces.

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If you need to add a space, I use,

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underscore. Underscore.

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Correct. The underscore symbol. So that would allow you to separate.

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If if you wanna go ahead and use two words, you can use one. Like, just type it altogether.

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That's also going to work.

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So, yeah, that's a that's a great question. Alright. So

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when when you have the form customized, the system is going to allow you to save it, right, in which in other terms is basically cloning the form.

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In this case, well, you're going to add some more information.

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So it'll be like customizing the form.

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But then what we're gonna be able to do again is just go and check out those, form settings.

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Let me go ahead and open those up here.

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So very, very straightforward,

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information on the general settings, just the name of the of the form that you're going to be, editing here.

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You can go ahead and use any type of name that you would like, but keep in mind that you also have to have a unique form variable name,

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which,

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basically, the same the same principles that we talked about before with regards to the database,

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values,

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Those same those same,

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parameters apply to this field, so keep that in mind.

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More importantly, though, what we're gonna be focusing on is gonna be the email settings.

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So let's go ahead and jump over to that tab here,

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and these email settings are what control what goes out when the form is submitted.

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Right?

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So if the user of the website again fills out that form, it takes the time to share the valuable information that they wanna share with you as the directory owner,

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then here is where you're going to control what happens next.

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So if you wanna send an email after that form is submitted, then please go ahead and just switch that to yes.

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That's basically it. That's all all you have to do. Super straightforward.

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What we have underneath are more detailed settings, and we're gonna go over those real quick here.

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We have the option to choose a specific email template

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to be submitted when the form is completed. So that's

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that's important to to mention.

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If you wanna if you wanna edit the default template that's used, we always recommend

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creating the template first and then selecting that new template from this drop down. Right?

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That's basically the way that it's going to work.

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00:24:40.534 --> 00:24:43.755
But, yeah, by default, it it's going to use the contact us.

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Then underneath that, what we have is the option to send out the email to the admin,

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basically just using the, the admin's

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website email, or you can go ahead and specify another email right underneath that.

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00:24:56.580 --> 00:24:59.559
It says email address or admin email address. Sorry.

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You can go ahead and add a valid email address, which the system in turn is gonna use when the form is submitted.

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And last but not least, we have the, the option to choose the the template that's used to,

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submit the information to the admin of the website.

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00:25:16.195 --> 00:25:17.414
Yeah. It's very straightforward.

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00:25:17.890 --> 00:25:26.390
Now this is really helpful because based on the type of form you're creating, you can send a message to the person after they, they fill out that form, a specific message.

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But Rick, I do wanna note though, the reason why cloning, for for example, the contact us form is is important for situations like this,

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is

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these email settings don't work yet,

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with any or all the forms,

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in your BD database.

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So if you're looking to send a message after someone fills out a form, I would recommend sticking with,

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cloning the contact us form.

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But soon, we do have it in the queue that

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these email settings will work for any and all forms

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submitted from your BB website. So that's something to look forward to as well.

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100%,

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00:26:01.695 --> 00:26:04.035
and thank you for mentioning that, Jason. The

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the the the form that has those all of those parameters,

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all of that functionality

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by default is the contact us form. So if you're looking for that functionality,

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meaning I wanna receive or submit an email when the form is submitted, then that's the the form that you need to clone, the the the contact us form,

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that has everything that you need.

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It's just a matter of clicking that friendly button, the clone button, and and you're gonna be set to go.

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00:26:29.805 --> 00:26:30.205
Nice.

376
00:26:30.205 --> 00:26:37.425
So so you created this form, and then I saw that you you had put it on a on a on a front page of the website.

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00:26:37.805 --> 00:26:41.825
Can you show us how you actually put this form on the front page of a website?

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00:26:42.910 --> 00:26:44.530
Yes, sir. I'll be happy to.

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00:26:44.670 --> 00:26:49.150
Now to do that, let's go ahead and jump over here to the general settings because we have,

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00:26:49.630 --> 00:26:54.130
the the field that we mentioned before, the form variable name. This comes into play

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00:26:54.605 --> 00:26:59.265
through this process throughout this process. So let's go ahead and copy the name of the form.

382
00:26:59.325 --> 00:27:03.165
Alright? This is not the only place where you can get the name of the form, by by the way.

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00:27:03.165 --> 00:27:06.205
I'll go ahead and close this, and I'll show you the same name.

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You can go ahead and copy the same name right from this section here.

385
00:27:09.850 --> 00:27:16.509
It's, again, it's just the name that the system internally uses to identify this specific new form that you created.

386
00:27:17.370 --> 00:27:20.429
So the process to add a form to a static page,

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00:27:21.370 --> 00:27:23.070
luckily, it's super easy, Jason.

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00:27:23.365 --> 00:27:26.904
Let me go ahead and show you what I did on on the one that I already created.

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00:27:27.445 --> 00:27:32.565
So I went and to the content, edit web pages. I created a new web page.

390
00:27:32.565 --> 00:27:34.585
I just called it new form contact.

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Keep it simple.

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And right underneath, what I did was that I used the, short code

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00:27:40.640 --> 00:27:42.820
form equals and the name of the form.

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So I just went ahead and inside brackets,

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typed in form equals

396
00:27:48.885 --> 00:27:50.425
form new form info.

397
00:27:50.805 --> 00:27:54.665
That's gonna print the raw form. Right? No styling or anything around that.

398
00:27:55.365 --> 00:27:57.465
Correct. Exactly. Just basically,

399
00:27:58.165 --> 00:28:03.830
just basically grabs the information from the form, and it pastes that on the on the page where you add that.

400
00:28:04.549 --> 00:28:08.809
You can always take this one step further. You can go ahead and create a widget,

401
00:28:09.190 --> 00:28:14.010
call the form on the widget, and then call that widget on the static page. It's just another,

402
00:28:14.790 --> 00:28:16.330
another extra step.

403
00:28:17.675 --> 00:28:21.215
It does require a little bit more work. It takes a little bit more time,

404
00:28:21.755 --> 00:28:24.575
but if you do wanna go that route, definitely encourage.

405
00:28:25.435 --> 00:28:32.010
The the other thing is that if you are creating this new new new page, you might as well create a very nice landing page.

406
00:28:32.090 --> 00:28:35.710
Right? You're taking the time to go ahead and create this new form and,

407
00:28:36.090 --> 00:28:38.430
open this channel to the user of the website.

408
00:28:38.890 --> 00:28:40.750
Creating a very nice stylized,

409
00:28:41.850 --> 00:28:44.090
landing page is not complicated at all.

410
00:28:44.490 --> 00:28:48.075
This has been discussed several times already throughout the webinars.

411
00:28:48.615 --> 00:28:56.315
So, yeah, you might as well just take that extra step, create that nice landing page, and add this new form onto that landing page.

412
00:28:56.375 --> 00:28:57.275
Very nice.

413
00:28:58.540 --> 00:29:00.960
Cool. So, yeah, when you save that form,

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00:29:01.820 --> 00:29:05.900
then, like Jason said, it just basically comes raw, no style whatsoever.

415
00:29:05.900 --> 00:29:10.720
It's just basically the form, but it does have all the functionality that we've just talked about.

416
00:29:10.915 --> 00:29:14.455
The ability to submit the form, the ability to respect what the

417
00:29:14.755 --> 00:29:15.255
the,

418
00:29:15.555 --> 00:29:16.695
form fields,

419
00:29:17.155 --> 00:29:22.055
do. Right? Meaning allowing you to choose only one or several or open up the drop down.

420
00:29:23.155 --> 00:29:25.870
But, yeah, this is basically how that comes up. Fantastic.

421
00:29:25.870 --> 00:29:28.190
Let's see if any of this is I'm gonna lower everyone's hands.

422
00:29:28.190 --> 00:29:32.030
If you have a question about this, we'd love to hear it. Alright. We got Eric's got his hand up.

423
00:29:32.030 --> 00:29:33.330
Eric, how are you doing today?

424
00:29:33.710 --> 00:29:36.350
Hey. What's up? I had a I had a couple questions.

425
00:29:36.590 --> 00:29:45.095
Number one was I was trying to figure out what's better to use in certain cases like this, the contact form or the lead form,

426
00:29:45.795 --> 00:29:48.455
just because of where it ends up in the back end.

427
00:29:48.515 --> 00:29:53.930
And then my second question was, do you have any idea on the release date

428
00:29:54.630 --> 00:29:57.370
of all the forms working to send emails?

429
00:29:57.910 --> 00:30:01.670
I don't have, so it's to the latter question. I don't have an exact release date.

430
00:30:01.670 --> 00:30:10.245
It is in the queue, and in addition to that Eric, another update that we have coming down the line is you will be able to do two things.

431
00:30:10.465 --> 00:30:18.485
You'll be able to also search for members who have or who have not filled out a specific form, and then you'll be able to create contact lists

432
00:30:19.260 --> 00:30:23.360
from those people. So you could identify all the people, for example, who have

433
00:30:23.660 --> 00:30:31.455
filled out the create a coupon form, and you know those people have created a coupon on your site, and you can do whatever you want with that type of list.

434
00:30:32.715 --> 00:30:38.315
So those are I think those are gonna come hand in hand those two, but they are on the list, and It's a ways off.

435
00:30:38.315 --> 00:30:40.715
It's not a ways off I would say a couple months.

436
00:30:40.715 --> 00:30:43.855
I don't know the exact time frame, but is it is in the queue. Okay.

437
00:30:43.970 --> 00:30:55.410
And so what about what do you think about using, you know, the lead form versus the the contact form because it it I don't know if like one one is more powerful in the admin area than the other.

438
00:30:55.410 --> 00:30:56.870
That's what I guess what I'm asking.

439
00:30:57.095 --> 00:31:00.615
I think the contact us form is nice because it does the simplest thing.

440
00:31:00.615 --> 00:31:06.235
It you have an option to send the submitter an email, you have the option to send the admin an email,

441
00:31:06.535 --> 00:31:11.195
as well as Eric on the left hand side, you see that number one there on Rick's screen.

442
00:31:11.690 --> 00:31:15.309
It shows you any new inquiries that come in, and I really like that. So,

443
00:31:16.090 --> 00:31:23.710
I think that's a great and simple and elegant way to create contact forms or application forms, whatever you used the form for.

444
00:31:24.490 --> 00:31:27.465
And I think the contact us form is a great place to start.

445
00:31:27.865 --> 00:31:33.304
Cool. Alright. Alright. Well, thanks. Alright. Thanks there. To the to the, form release. I I'm too.

446
00:31:33.304 --> 00:31:37.065
I'm really excited about those, so thanks for all the the questions there. Alright, guys.

447
00:31:37.065 --> 00:31:38.825
I think there's no more questions about that.

448
00:31:38.825 --> 00:31:42.125
So thank you very much for that, that overview, Rick, of that.

449
00:31:42.840 --> 00:31:47.320
Actually, Jason, Peter's asking if it's possible to preview forms while editing them.

450
00:31:47.320 --> 00:31:55.799
The only way to do that would be maybe if it's a form that's currently in use would be to clone it and then place that form on like a private test page.

451
00:31:55.799 --> 00:31:56.299
Right?

452
00:31:56.725 --> 00:31:58.664
Yeah. I think Rick's example actually

453
00:31:58.965 --> 00:32:01.445
covered it. You can just create a web page.

454
00:32:01.445 --> 00:32:06.825
It doesn't have to be linked anywhere on your site, and you could just do the short code for form equals,

455
00:32:07.284 --> 00:32:11.990
and you can just toggle between editing the form and and seeing what it looks like on your site.

456
00:32:11.990 --> 00:32:14.330
And when you're done you could just delete that test page.

457
00:32:14.710 --> 00:32:17.610
Right. Perfect. I don't I don't I don't see any harm in doing that.

458
00:32:17.750 --> 00:32:22.490
Alright Rick thanks so much for that. Super welcome. Alright guys let's dive into

459
00:32:23.635 --> 00:32:24.135
today's

460
00:32:24.595 --> 00:32:25.955
tip of the week.

461
00:32:25.955 --> 00:32:33.095
And as I mentioned before, it does revolve around member upgrades and the new up, the new updates to the member upgrade pages.

462
00:32:33.554 --> 00:32:37.095
We want to talk about five simple ways that you can motivate,

463
00:32:37.620 --> 00:32:38.840
encourage, incentivize,

464
00:32:39.140 --> 00:32:39.960
and increase,

465
00:32:40.820 --> 00:32:44.440
member upgrades on your website. And David and I put this presentation

466
00:32:45.140 --> 00:32:52.280
together here, and I think everything in here is actionable and you can go ahead and use these tips on your site today

467
00:32:52.705 --> 00:32:55.685
to get more members to upgrade for your higher tiered

468
00:32:56.065 --> 00:32:57.845
membership level. So let's dive

469
00:32:58.545 --> 00:32:59.845
right into it here.

470
00:33:00.465 --> 00:33:02.405
And I think the first thing to understand

471
00:33:02.865 --> 00:33:08.570
are what the benefits of membership upgrades are, not only for you but also for your members.

472
00:33:08.570 --> 00:33:11.930
And it's not only to generate more revenue on your website.

473
00:33:11.930 --> 00:33:15.870
Obviously, that's number one here on the list is more revenue for the website owner

474
00:33:16.170 --> 00:33:16.570
by,

475
00:33:16.970 --> 00:33:18.750
offering upgraded plans.

476
00:33:19.210 --> 00:33:24.885
But we have to also keep in mind that having cheaper plans or free plans on your site, it does allow people

477
00:33:25.265 --> 00:33:28.405
to try your service or website before they buy.

478
00:33:28.545 --> 00:33:35.125
And sometimes establishing that trust and credibility is critical depending on the type of industry that you're in, how saturated

479
00:33:35.425 --> 00:33:36.325
it is,

480
00:33:36.820 --> 00:33:40.040
and also what other what your competitors are doing if they're offering

481
00:33:40.420 --> 00:33:42.680
different tiered plans or free options.

482
00:33:43.300 --> 00:33:45.640
So definitely having the lower tiered plans

483
00:33:46.180 --> 00:33:47.560
allows people to

484
00:33:48.020 --> 00:33:52.535
use your software and for you to get your foot in the door with warming up to them as a potential paying

485
00:33:52.995 --> 00:33:53.495
customer.

486
00:33:54.595 --> 00:33:58.995
And along with that, upgrades provide more value obviously for your paying members.

487
00:33:58.995 --> 00:34:01.415
You can provide them with more features, more visibility,

488
00:34:02.035 --> 00:34:04.915
access to premium content, and and so forth.

489
00:34:04.915 --> 00:34:11.940
And then with that, your higher tiered membership levels also become assets that you can use in your marketing materials,

490
00:34:12.320 --> 00:34:14.980
in Facebook posts. It allows you to create promotions

491
00:34:15.600 --> 00:34:19.860
around the upgraded membership level. So it really gives you something to talk about

492
00:34:20.480 --> 00:34:21.380
as a company,

493
00:34:22.025 --> 00:34:31.485
and gives you ways to have promotions not only for new sign ups of your site, but how to you can do promotions for existing members of your site and give them opportunities

494
00:34:32.105 --> 00:34:34.925
to engage more with the services that you offer.

495
00:34:35.239 --> 00:34:38.940
And then also ties into number five here which is upgrades allow you to advertise

496
00:34:39.400 --> 00:34:46.619
your best features because when you're going to be advertising an upgrade, you're gonna also list all the features that are unlocked

497
00:34:47.159 --> 00:34:50.520
with that membership level and available to the upgraded members.

498
00:34:50.520 --> 00:35:02.735
So it gives you a reason to showcase and highlight those very specific features which might get lost among all the features that are available under the free membership plans or cheaper membership levels that you offer.

499
00:35:02.955 --> 00:35:06.270
So it is a lot more than just generating revenue for your site.

500
00:35:06.590 --> 00:35:15.810
Upgrades do it's basically a comparison tool and creating a marketing asset and ways and a reason for you to promote more products on your site, which are the upgrade options.

501
00:35:16.910 --> 00:35:20.210
And Dave, you kind of put this list more more more so

502
00:35:20.670 --> 00:35:21.570
than I did.

503
00:35:22.035 --> 00:35:27.395
These are things that you should include when you're trying to explain the benefits of upgrading.

504
00:35:27.395 --> 00:35:29.015
Right? Yeah. Exactly.

505
00:35:29.395 --> 00:35:46.290
When you're trying to increase your revenue or retain your members or give them something to look forward to to be excited about, you wanna be as clear as you can about the additional benefits that there are when they go ahead and upgrade their either free or lower level membership plan to one of your premium

506
00:35:46.750 --> 00:35:47.630
membership plans.

507
00:35:47.630 --> 00:35:52.530
So, you know, you could advertise that they'll get more visibility like we talked about earlier in this webinar.

508
00:35:52.805 --> 00:35:57.785
You know, how they can be listed first in search results, how their content will show up first in search results.

509
00:35:58.005 --> 00:36:00.985
You know, maybe you want to feature them on your home page.

510
00:36:01.445 --> 00:36:03.785
Those are some visibility aspects

511
00:36:04.245 --> 00:36:07.440
that you can promote to your members in terms of

512
00:36:07.920 --> 00:36:09.940
only being available to your premium levels.

513
00:36:10.560 --> 00:36:12.960
And then that goes in with unlocking more features.

514
00:36:12.960 --> 00:36:16.579
You know, you can give your premium members access to

515
00:36:16.880 --> 00:36:18.099
publish more posts,

516
00:36:18.400 --> 00:36:20.260
to publish certain kinds of posts,

517
00:36:20.724 --> 00:36:27.385
gain access to certain areas of your website that maybe contain only premium private content.

518
00:36:28.005 --> 00:36:34.025
We I know we have we've had a few people on on these webinars in the past who have these kind of private

519
00:36:34.380 --> 00:36:35.920
educational kind of websites.

520
00:36:36.619 --> 00:36:42.640
And for their premium members, they're the only members on their sites who get access to specific pages,

521
00:36:43.339 --> 00:36:48.160
in the website that that give them special access to to some of that premium

522
00:36:48.565 --> 00:36:50.825
content that's not available to the free members.

523
00:36:51.685 --> 00:36:53.545
Also, one of the the biggest

524
00:36:54.005 --> 00:36:54.505
potential,

525
00:36:55.045 --> 00:36:56.105
benefits to upgrading

526
00:36:56.565 --> 00:36:57.305
for members

527
00:36:57.685 --> 00:37:01.065
is you can give them either cheaper or free leads.

528
00:37:01.525 --> 00:37:02.345
Lead management,

529
00:37:02.820 --> 00:37:03.560
lead generation,

530
00:37:04.340 --> 00:37:08.680
that's one of the biggest features that Brilliant Directories provides.

531
00:37:09.300 --> 00:37:14.360
And a lot of times it it makes a lot of sense at least when you're first starting out with your website

532
00:37:14.820 --> 00:37:17.235
to provide free memberships

533
00:37:17.775 --> 00:37:18.255
to,

534
00:37:18.735 --> 00:37:20.035
businesses on your website.

535
00:37:20.655 --> 00:37:23.635
But with those free memberships, you can charge them per lead.

536
00:37:23.775 --> 00:37:34.360
And then once they get a taste for your website, once they see what it is you have to offer, you can then entice them to upgrade their membership level, maybe pay $5 a month or whatever makes sense for the industry.

537
00:37:34.820 --> 00:37:38.760
And then in return, provide them with free or cheaper leads.

538
00:37:39.540 --> 00:37:40.440
And and David,

539
00:37:40.740 --> 00:37:42.705
not only the cost of leads, but

540
00:37:43.185 --> 00:37:50.405
we do have that pay per post add on, and you can basically charge your members if they wanna post a property listing or event or coupon.

541
00:37:50.545 --> 00:37:53.525
And based on the membership level, you can adjust that price.

542
00:37:54.065 --> 00:37:54.705
So yeah.

543
00:37:54.705 --> 00:38:00.340
Basically, it could be cheaper or free for your premium members to post certain types of content as well.

544
00:38:00.340 --> 00:38:00.840
So,

545
00:38:01.140 --> 00:38:03.320
they can actually gain some cost savings,

546
00:38:04.100 --> 00:38:04.840
by upgrading.

547
00:38:05.380 --> 00:38:08.840
Yeah. Exactly. And and because of those kind of fine tune

548
00:38:09.140 --> 00:38:11.320
settings that we offer for certain features,

549
00:38:12.055 --> 00:38:13.995
that makes it easier to promote,

550
00:38:14.695 --> 00:38:15.195
maybe

551
00:38:15.495 --> 00:38:16.635
two different premium

552
00:38:17.175 --> 00:38:17.675
plans,

553
00:38:18.135 --> 00:38:21.255
to offer instead of just one overall premium plan.

554
00:38:21.255 --> 00:38:25.915
Ultimately, you'll wanna do whatever makes the most sense for the industry that you're targeting.

555
00:38:26.310 --> 00:38:28.970
But there's there's a lot of different benefits

556
00:38:29.270 --> 00:38:36.330
to provide to your premium members that you might wanna hold back from your free or or cheaper level members.

557
00:38:36.470 --> 00:38:39.450
The last thing is just that you can provide additional services,

558
00:38:40.070 --> 00:38:41.770
kind of outside of the

559
00:38:42.105 --> 00:38:45.405
direct scope of your website to your more premium members.

560
00:38:45.545 --> 00:38:49.885
Again, depending on your industry, maybe you'll wanna provide them with, some SEO tips,

561
00:38:50.345 --> 00:38:53.325
some advice on how to increase their exposure

562
00:38:53.785 --> 00:38:54.285
online

563
00:38:54.744 --> 00:38:56.845
overall rather than, just

564
00:38:57.180 --> 00:39:00.560
solely focused on your directory and their listing on it.

565
00:39:00.700 --> 00:39:04.880
So what I was gonna touch on is number six here, and I've been seeing it more and more.

566
00:39:05.339 --> 00:39:06.880
Our companies are providing

567
00:39:07.420 --> 00:39:10.160
more services outside of the online directory

568
00:39:10.540 --> 00:39:15.525
such as SEO services or having a premium membership gets you in a print directory,

569
00:39:16.065 --> 00:39:18.485
that the association or organization offers.

570
00:39:19.185 --> 00:39:22.885
So it's not just what you offer on your directory. It could be some off-site

571
00:39:23.185 --> 00:39:25.105
benefits as well. Alright.

572
00:39:25.105 --> 00:39:28.910
And here's a list, and this is these are the actionable steps we were talking about.

573
00:39:28.910 --> 00:39:33.250
And we're actually gonna show you how to do each one of these on your website.

574
00:39:33.790 --> 00:39:37.890
And these are essentially five ways to basically draw more attention

575
00:39:38.515 --> 00:39:41.255
to the opportunity for a member to upgrade.

576
00:39:41.635 --> 00:39:46.515
And I'll just go through these 1 x 1 1 x 1 and then we'll actually do live examples of them.

577
00:39:46.515 --> 00:39:51.815
One of them is mentioning the upgrade opportunity on the members dashboard page. And with a recent

578
00:39:52.115 --> 00:39:53.655
membership feature we launched

579
00:39:54.170 --> 00:39:55.150
last webinar,

580
00:39:55.450 --> 00:39:58.990
it's very easy to add custom content to the members dashboard.

581
00:39:59.850 --> 00:40:06.345
The second one is to explain when someone does click that they want to upgrade, you do have the opportunity to put title text there,

582
00:40:06.825 --> 00:40:14.685
which is where you can explain to them why they should upgrade away from the membership level they're currently on, and to one of the membership levels listed below.

583
00:40:15.145 --> 00:40:18.685
Maybe give them an opportunity to reach out to you or call you.

584
00:40:19.520 --> 00:40:27.060
But then number three, you also want to mention the benefits of each plan option that someone has to upgrade to, and we're gonna show you how to do that.

585
00:40:27.119 --> 00:40:35.625
Another one, number four is you can also add a limited time coupon code or promo code that the member can apply during their upgrade.

586
00:40:35.625 --> 00:40:41.325
So you can let them know that it's gonna expire by a certain date or that it's gonna give them their first month free.

587
00:40:41.545 --> 00:40:46.765
It just depends how you wanna set up the the logic of that promo code, but it's a great way to incentivize

588
00:40:47.065 --> 00:40:48.204
people to upgrade

589
00:40:48.560 --> 00:40:51.140
by giving them a little bit of help on their first payment.

590
00:40:51.520 --> 00:40:56.480
You should also, and I I do recommend this a lot, is encourage members to contact you with questions.

591
00:40:56.480 --> 00:41:00.180
You can leave your phone number. You can link to your contact us page.

592
00:41:00.480 --> 00:41:08.095
You can link them to potentially maybe an FAQ page with frequently asked questions about the plan they're upgrading to, but encouraging them to contact you.

593
00:41:08.095 --> 00:41:13.955
Maybe they have questions, they're shy, they don't know what the next steps are, or they don't know exactly what's included with the upgrade.

594
00:41:14.255 --> 00:41:20.329
So allowing them to reach out to you kind of one, shows credibility that you're not afraid to talk to your members.

595
00:41:20.470 --> 00:41:23.609
And number two, if you do talk to them it gives you an opportunity to establish

596
00:41:24.070 --> 00:41:26.810
a good rapport and a relationship with that person.

597
00:41:27.030 --> 00:41:31.849
And then number six here is don't forget to include upgrade offers in the email templates.

598
00:41:31.905 --> 00:41:34.565
So we were talking with Eric about emails that are sent

599
00:41:34.945 --> 00:41:43.685
to people who fill out the contact us form or, you know, there's emails that are sent when people sign up to your site, those welcome emails they receive, and we've touched on those in previous webinars.

600
00:41:43.905 --> 00:41:45.845
Those are great places to offer

601
00:41:46.230 --> 00:41:47.050
upgrade opportunities,

602
00:41:47.350 --> 00:41:53.990
and you can also go ahead and include promo codes in there as well that are unique to that membership level, and so on.

603
00:41:53.990 --> 00:42:00.170
So let's dive in and let's actually look, start with number one and see how we can add

604
00:42:00.515 --> 00:42:03.735
content and mention upgrading in the members dashboard.

605
00:42:03.795 --> 00:42:11.015
So these are the steps you guys want to pay attention to now, and you can follow along with them and apply them to your site as well.

606
00:42:13.250 --> 00:42:17.270
So in this example, let's actually log in as a basic member.

607
00:42:18.369 --> 00:42:20.069
So I'll go to my members here,

608
00:42:21.650 --> 00:42:24.150
and we have the sample basic member here.

609
00:42:27.265 --> 00:42:28.005
Okay great.

610
00:42:28.545 --> 00:42:30.245
I'm on the dashboard here,

611
00:42:30.785 --> 00:42:31.285
and

612
00:42:31.825 --> 00:42:34.485
I see a lot of things that are telling me the status

613
00:42:35.105 --> 00:42:40.325
of my profile, and if it's really really important for you guys to have members have complete profiles,

614
00:42:41.319 --> 00:42:42.300
these notifications

615
00:42:42.839 --> 00:42:43.500
are awesome.

616
00:42:44.359 --> 00:42:49.579
But you can remove them also. And maybe we can remove one of these David, just so the dashboard

617
00:42:49.880 --> 00:42:54.619
is not not so busy and not there aren't so many distractions. How's that?

618
00:42:55.164 --> 00:43:01.265
Yeah. I think that's probably a good move. Alright. So we can go to finance and manage products,

619
00:43:01.885 --> 00:43:05.805
to edit the basic level, but there's also a quick link here when you're looking at your members.

620
00:43:05.805 --> 00:43:07.345
So I'll just click on basic,

621
00:43:07.930 --> 00:43:10.970
and it's taking me to the place where I can edit the basic membership level.

622
00:43:10.970 --> 00:43:18.110
Now what I want to do is, let's actually remove both of these David because the person's already got their contact details in there and I'm not too concerned.

623
00:43:18.490 --> 00:43:26.805
So under the additional settings tab when I'm editing the basic membership level, there is a member dashboard option and there's a lot of yes no things here.

624
00:43:26.805 --> 00:43:28.905
You can basically hide or show

625
00:43:29.365 --> 00:43:31.145
certain different things in the dashboard.

626
00:43:31.685 --> 00:43:34.980
So I'm gonna hide the progress bar. I don't need that,

627
00:43:35.780 --> 00:43:38.260
and also gonna hide the profile steps.

628
00:43:38.260 --> 00:43:42.840
Those are those rectangular boxes at the top, and I'll go ahead and save the changes.

629
00:43:45.140 --> 00:43:48.745
Okay and let's refresh the page. Alright so now we have

630
00:43:49.205 --> 00:43:51.145
slightly cleaner and less distractive

631
00:43:51.605 --> 00:43:53.065
dashboard area here.

632
00:43:54.005 --> 00:43:58.985
Okay so now what we can do is there is an option to add custom content here at the top,

633
00:43:59.700 --> 00:44:03.000
and that's still going to be in the additional settings area David.

634
00:44:04.020 --> 00:44:05.320
Under member dashboard,

635
00:44:06.820 --> 00:44:08.520
there's a drop down here.

636
00:44:08.740 --> 00:44:17.214
It's dashboard custom HTML, and what that allows me to do is select a custom widget that I've created on my site, and it will render

637
00:44:17.595 --> 00:44:21.855
the text or the images or whatever I have there on the dashboard.

638
00:44:22.714 --> 00:44:26.494
So this is a step we're all going to need to do if we want content on the dashboard.

639
00:44:26.555 --> 00:44:28.654
Let's do it together. It's not too complicated.

640
00:44:29.250 --> 00:44:30.950
We're going to go to toolbox

641
00:44:31.250 --> 00:44:35.110
and we're going to create a new widget. New widget is basically just,

642
00:44:35.570 --> 00:44:39.270
some text that we're going to add and then tell the system to add the text there.

643
00:44:39.410 --> 00:44:41.110
So we're going to click new widget,

644
00:44:42.654 --> 00:44:43.154
and

645
00:44:43.855 --> 00:44:45.954
we're gonna call it basic member

646
00:44:47.375 --> 00:44:47.875
dashboard.

647
00:44:51.615 --> 00:44:53.875
And I'm gonna say something like don't forget

648
00:44:55.170 --> 00:44:56.150
to upgrade

649
00:44:56.690 --> 00:44:57.990
your membership level

650
00:45:00.130 --> 00:45:00.869
for more

651
00:45:02.210 --> 00:45:02.710
visibility.

652
00:45:06.210 --> 00:45:09.170
Alright, so this is just very short text right David?

653
00:45:09.170 --> 00:45:16.615
We could obviously add paragraphs and images and and whatever else we wanted here, but I'm just gonna just put a short sentence there,

654
00:45:17.395 --> 00:45:18.934
and I'm gonna save the changes.

655
00:45:21.954 --> 00:45:22.290
Great.

656
00:45:23.090 --> 00:45:24.550
Let's come back to

657
00:45:24.850 --> 00:45:27.170
the basic membership level. I'll I'll backtrack a little.

658
00:45:27.170 --> 00:45:30.950
I know I'm going a little quick, but that's okay. So let's edit the basic level.

659
00:45:31.170 --> 00:45:34.230
Now that we've created that custom widget, it'll be an option

660
00:45:34.795 --> 00:45:38.415
to show in the header of the dashboard. So additional settings

661
00:45:39.515 --> 00:45:44.895
and then dashboard header custom HTML and here it is David, basic member dashboard.

662
00:45:45.835 --> 00:45:47.295
And let's save the changes.

663
00:45:48.930 --> 00:45:50.869
Now I just put one sentence there,

664
00:45:52.050 --> 00:45:53.750
and let's see what that looks like.

665
00:45:55.250 --> 00:45:56.150
Okay great.

666
00:45:56.369 --> 00:46:03.045
So this isn't too impressive David, but just as an example here, you could have a larger body of text here.

667
00:46:03.345 --> 00:46:04.805
You can link to

668
00:46:05.745 --> 00:46:07.745
the upgrade page, you can add images.

669
00:46:07.745 --> 00:46:12.085
Just like you set up your own web page, you can add supportive text here in the dashboard.

670
00:46:12.730 --> 00:46:15.070
Yeah. The best thing to probably do is,

671
00:46:15.770 --> 00:46:27.465
maybe you'd wanna have like a a quick little square upgrade image or to keep it real simple, you can just add a simple background in there through, through the CSS or HTML code.

672
00:46:28.345 --> 00:46:31.065
That's right. So you can dress it. There's lots of ways to dress it up.

673
00:46:31.065 --> 00:46:32.265
I don't want to get too into it.

674
00:46:33.145 --> 00:46:33.645
But

675
00:46:33.945 --> 00:46:39.645
here in the dashboard is a great place to bring awareness to the option, to upgrade the listing.

676
00:46:40.340 --> 00:46:42.440
So that takes care of number one.

677
00:46:42.740 --> 00:46:48.260
Number two is to add text to explain why they should upgrade on the upgrade page.

678
00:46:48.260 --> 00:46:50.840
So let's click on the upgrade listing page.

679
00:46:52.305 --> 00:46:56.224
And we've actually already done that here David, the have questions about upgrading.

680
00:46:56.224 --> 00:46:57.685
Let me remove that temporarily

681
00:46:58.065 --> 00:47:00.724
just so everyone can see what it looks like without that.

682
00:47:01.345 --> 00:47:04.165
Let's go back to edit our basic membership level.

683
00:47:05.160 --> 00:47:07.880
So this is what's really cool. You guys want to make note of this.

684
00:47:07.880 --> 00:47:10.299
Now we're going to go to the pricing tab.

685
00:47:11.160 --> 00:47:12.460
If you scroll down,

686
00:47:13.559 --> 00:47:17.579
you do have an option here upgrade page header content.

687
00:47:18.045 --> 00:47:22.865
And basically you can put content here. I'll go ahead and remove this and I'll save the changes.

688
00:47:23.724 --> 00:47:28.545
Again, more supportive content once the member lands on the upgrade page.

689
00:47:29.900 --> 00:47:31.600
So now we see that it's gone,

690
00:47:32.380 --> 00:47:36.560
and I just have the two membership levels that I have to upgrade to,

691
00:47:37.020 --> 00:47:37.660
which is fine.

692
00:47:37.660 --> 00:47:51.875
But what we want to do is at the top of this page is put supportive text that they're ready to make a change in their lives for the better of their business by choosing an upgraded membership level, and just make them feel warm and fuzzy that they've landed on this page.

693
00:47:51.875 --> 00:47:54.694
It's also a place where you can put a contact us,

694
00:47:55.075 --> 00:47:57.974
link or your phone number, which is what we did in this example.

695
00:47:58.275 --> 00:48:00.934
So I'll go ahead and just to show you guys as an example,

696
00:48:01.520 --> 00:48:06.099
put that text that I had back here. It's basically have questions about upgrading,

697
00:48:06.800 --> 00:48:10.020
call us. And I'll go ahead and save these changes again.

698
00:48:13.725 --> 00:48:18.865
So now we have a banner at the top that says have questions about upgrading, please call us.

699
00:48:19.165 --> 00:48:23.585
Again use your imagination, put whatever supportive text was gonna make them feel

700
00:48:23.965 --> 00:48:27.665
warm and fuzzy and feel good about their potential steps to upgrade

701
00:48:28.045 --> 00:48:28.785
their listing.

702
00:48:29.700 --> 00:48:38.920
One quick tip I will say about this supportive message in the in the top of this upgrade page is to try to keep it short and condensed and try not to lead people

703
00:48:39.859 --> 00:48:43.975
away from this page or try not to have them take other actions

704
00:48:44.355 --> 00:48:48.455
rather than upgrading. They're already on this page. You wanna you wanna push them towards

705
00:48:48.915 --> 00:48:50.035
completing their upgrade.

706
00:48:50.035 --> 00:48:54.615
So whether that's giving you a call, emailing you, or just completing it themselves,

707
00:48:55.040 --> 00:48:56.020
you might not want

708
00:48:56.800 --> 00:48:58.020
to encourage them

709
00:48:58.320 --> 00:49:01.380
to go to a separate page on on your website.

710
00:49:02.000 --> 00:49:05.920
I think that's a really good tip is keeping them focused and locked in about upgrading.

711
00:49:05.920 --> 00:49:09.220
I think the phone number is the best, the best option here.

712
00:49:09.865 --> 00:49:10.585
Yeah. Definitely.

713
00:49:10.585 --> 00:49:20.045
And it lets people know that there's a face behind your website and that they're not just kind of throwing their money into a big black hole, that there are people behind the scenes ready to help.

714
00:49:20.905 --> 00:49:21.405
Exactly.

715
00:49:22.650 --> 00:49:29.630
Alright so there's two things the member dashboard and the header of the member dashboard, the header of the upgrade page,

716
00:49:30.010 --> 00:49:33.069
and the third place is where we have this code here

717
00:49:33.369 --> 00:49:36.845
is for each membership plan you can have supportive text.

718
00:49:36.845 --> 00:49:39.665
So in this example we can see that the featured plan

719
00:49:40.045 --> 00:49:41.905
doesn't have any supportive text,

720
00:49:42.445 --> 00:49:53.080
which talks about the benefits of this plan, but the premium level does have supportive text and a promo code that can be used specifically on the premium plan.

721
00:49:53.300 --> 00:49:57.000
So David let me show you exactly how I got this block of text

722
00:49:57.700 --> 00:49:59.960
underneath the premium option here.

723
00:50:02.515 --> 00:50:03.495
Okay, so

724
00:50:04.115 --> 00:50:08.995
we're back in the admin. This is where we put the upgrade page header content for the basic plan.

725
00:50:08.995 --> 00:50:15.060
In the box to the right is where you can put a description of why members should upgrade to this level.

726
00:50:15.060 --> 00:50:20.360
That's the block of text that will show underneath the membership level if it's an option to upgrade to.

727
00:50:20.660 --> 00:50:23.560
And obviously there's one for the Premium plan.

728
00:50:23.780 --> 00:50:29.300
So we need to toggle over to the Premium plan to see exactly how and where we entered this this code here.

729
00:50:29.300 --> 00:50:29.800
Okay?

730
00:50:32.295 --> 00:50:33.435
So let's go back,

731
00:50:35.095 --> 00:50:38.635
and let's end, let's edit the premium membership level.

732
00:50:39.575 --> 00:50:41.995
And we're gonna go to the pricing tab,

733
00:50:42.695 --> 00:50:44.315
and we're gonna scroll to the bottom.

734
00:50:46.020 --> 00:50:47.620
So here's that text that

735
00:50:48.740 --> 00:50:49.960
that I added David.

736
00:50:50.500 --> 00:50:54.920
It says use promo code and then save 30. There's obviously some styling here,

737
00:50:55.380 --> 00:50:58.200
and then this options here. Let me remove this stuff,

738
00:50:59.525 --> 00:51:01.385
and save the product details.

739
00:51:01.845 --> 00:51:02.585
So now

740
00:51:02.965 --> 00:51:05.625
there will be nothing underneath the premium option.

741
00:51:07.765 --> 00:51:11.145
How can someone upgrade David if they don't know what the benefits

742
00:51:11.765 --> 00:51:12.265
are?

743
00:51:12.900 --> 00:51:15.619
Yeah. It's really difficult. They're kind of guessing.

744
00:51:15.619 --> 00:51:18.520
They're not they won't be sure whether or not it's worth their money.

745
00:51:18.660 --> 00:51:24.520
Without having those, those additional benefits listed on this page, it the page actually feels colder,

746
00:51:25.055 --> 00:51:25.715
less inviting.

747
00:51:26.175 --> 00:51:31.075
It kind of doesn't make you really want to move forward with with upgrading almost.

748
00:51:31.935 --> 00:51:34.095
That's right. You don't need to list everything.

749
00:51:34.095 --> 00:51:38.490
Maybe list two, three, four, maybe five benefits of upgrading.

750
00:51:38.490 --> 00:51:42.970
It should be easily digestible like what you glance at it and it makes you wanna upgrade.

751
00:51:42.970 --> 00:51:46.250
It shouldn't be everything, you know, thirty thirty reasons to upgrade.

752
00:51:46.250 --> 00:51:51.870
You can certainly do so, but it should be the most powerful and most captivating reasons

753
00:51:52.244 --> 00:51:55.625
and beneficial reasons to upgrade is what you should list here.

754
00:51:56.164 --> 00:51:57.625
So let's add that back.

755
00:51:58.085 --> 00:51:59.384
Actually, let's do something

756
00:51:59.684 --> 00:52:03.704
different David. I I did have a a kind of like a quick tip or a workaround.

757
00:52:04.320 --> 00:52:08.480
You guys have noticed here that that I have some some text with some code here.

758
00:52:08.480 --> 00:52:10.580
Let's say you're not familiar with all this.

759
00:52:11.440 --> 00:52:15.460
Here's a little trick that I found. If you go to your edit web page

760
00:52:17.175 --> 00:52:21.835
and click on new page to create a new web page, we're not going to save a new web page,

761
00:52:22.215 --> 00:52:26.635
but what you can do is this, which was what I like about this this editor,

762
00:52:27.015 --> 00:52:29.675
is let me copy the text here that we had.

763
00:52:30.579 --> 00:52:32.200
So use promo code,

764
00:52:34.740 --> 00:52:37.400
so let's just copy this use promo code,

765
00:52:39.220 --> 00:52:42.440
and I could type that in here David, and if I can make it bold,

766
00:52:42.785 --> 00:52:46.165
I can even make the the font size larger like 18,

767
00:52:47.265 --> 00:52:47.765
and

768
00:52:48.305 --> 00:52:50.965
we're gonna use save 30 as the promo code.

769
00:52:53.505 --> 00:52:56.565
And what I can do is I can make this a different color,

770
00:52:57.700 --> 00:52:59.240
We'll make it like burgundy,

771
00:53:01.220 --> 00:53:04.520
and we'll do space and I'll put the color back to black.

772
00:53:11.220 --> 00:53:12.440
I'll make this bold,

773
00:53:15.625 --> 00:53:17.005
Make the whole thing bold.

774
00:53:17.464 --> 00:53:20.905
Okay. So this is obviously stylized, right David?

775
00:53:20.905 --> 00:53:24.285
And let's say I wanna make this safe 30 even bigger like that.

776
00:53:25.110 --> 00:53:27.690
What you can do is click on the code view here David,

777
00:53:27.990 --> 00:53:32.250
and just even if you don't know what it says, just go ahead and copy it

778
00:53:33.190 --> 00:53:35.210
and go ahead and paste it in here.

779
00:53:36.870 --> 00:53:38.250
And I'll save the changes.

780
00:53:40.845 --> 00:53:45.025
You should probably make these just with the editor actually, that's what's gonna happen guys.

781
00:53:45.725 --> 00:53:48.065
We're gonna make these editors, makes more sense.

782
00:53:48.605 --> 00:53:49.105
So

783
00:53:49.565 --> 00:53:54.145
we can save you a trip to the code editor, but now we can see it says use promo code 30,

784
00:53:54.819 --> 00:53:57.319
save 30 to get 30% off this listing.

785
00:53:58.980 --> 00:54:02.680
I love that. And the featured listing has nothing, right?

786
00:54:04.740 --> 00:54:05.640
Alright great.

787
00:54:06.020 --> 00:54:07.940
So we mentioned the benefits of upgrading.

788
00:54:07.940 --> 00:54:13.155
You know, let's let's talk about actually setting a promo code specifically for

789
00:54:13.695 --> 00:54:17.555
a certain membership level. So let's say we actually want to save 30

790
00:54:17.855 --> 00:54:23.315
to only work on the premium level. So what we want to do is is create a promo code

791
00:54:24.200 --> 00:54:27.720
and we have the coupon codes add on for this site.

792
00:54:27.720 --> 00:54:30.619
So under the finance tab we can go to coupon codes,

793
00:54:30.920 --> 00:54:33.180
and I'm going to create a new coupon code,

794
00:54:34.599 --> 00:54:38.059
and we're going to say save 30. It's going to be a percent discount

795
00:54:38.475 --> 00:54:39.455
of 30%.

796
00:54:39.915 --> 00:54:43.935
If you guys aren't using coupon codes on your site, I do recommend it if it's good for your industry.

797
00:54:44.315 --> 00:54:46.735
But what's nice about this is you can actually

798
00:54:47.595 --> 00:54:51.115
decide which which membership levels it will work on.

799
00:54:51.115 --> 00:54:53.695
So in this case, I'm just gonna select premium.

800
00:54:54.110 --> 00:55:00.370
Which means if someone tries to use a coupon code on any other product or membership level it's not going to work.

801
00:55:00.910 --> 00:55:03.250
While we're here I'll just talk about a few other features.

802
00:55:03.310 --> 00:55:07.965
You can set a number, a maximum number of uses, so maybe first ten people who use it.

803
00:55:08.205 --> 00:55:12.385
You can also set a start date and an expiration date, so it'll automatically

804
00:55:12.765 --> 00:55:14.705
expire after a certain date passes.

805
00:55:15.245 --> 00:55:18.465
We're not going to use those right now, but I'll go ahead and save the changes,

806
00:55:19.965 --> 00:55:21.745
and let's refresh this page,

807
00:55:23.019 --> 00:55:27.119
and let's try to use it on the featured plan if we try to upgrade here.

808
00:55:29.900 --> 00:55:31.759
So if we hit save 30,

809
00:55:32.460 --> 00:55:35.359
it's gonna say invalid code every time.

810
00:55:35.740 --> 00:55:36.960
So let's go back

811
00:55:38.045 --> 00:55:39.985
and let's choose the premium plan,

812
00:55:42.765 --> 00:55:44.385
and we'll use save 30

813
00:55:44.685 --> 00:55:48.045
and the code is valid. So it's dropping the $1.99

814
00:55:48.045 --> 00:55:49.805
price down to $1.39

815
00:55:49.805 --> 00:55:51.870
99. So I am using this code

816
00:55:52.270 --> 00:55:53.890
specifically for this product.

817
00:55:55.950 --> 00:55:56.110
Yeah.

818
00:55:56.110 --> 00:56:06.005
That's an excellent way to really try to push your members to upgrade to one specific membership level if if there's a specific one that that you're really targeting

819
00:56:06.305 --> 00:56:08.085
and you want to push people towards.

820
00:56:08.385 --> 00:56:10.404
I have a super pro tip for everyone.

821
00:56:10.865 --> 00:56:14.644
Only have one membership one upgrade option on the page.

822
00:56:15.025 --> 00:56:15.845
Less decisions

823
00:56:16.545 --> 00:56:21.269
people need to make, the more likely they are to actually move forward with a decision.

824
00:56:22.130 --> 00:56:28.309
So potentially maybe you just want to allow them to upgrade from one plan to another, not multiple plans.

825
00:56:28.690 --> 00:56:31.329
The main benefit is it's going to simplify the page.

826
00:56:31.329 --> 00:56:36.845
And Dave, let's actually remove the featured option here and see how the presentation of the page looks.

827
00:56:38.105 --> 00:56:38.345
Yeah.

828
00:56:38.345 --> 00:56:42.925
When we do that it'll really simplify the whole page, make the whole process a lot more streamlined.

829
00:56:44.185 --> 00:56:52.330
So what we're gonna do is we're gonna edit the basic membership level, and if you guys don't know you have the ability to control what upgrade options

830
00:56:52.710 --> 00:56:55.290
each membership level sees in their dashboard.

831
00:56:55.670 --> 00:56:59.050
So in this case we're going to toggle back on over to the pricing tab,

832
00:56:59.750 --> 00:57:04.810
and here's all my membership levels and you can see premium and featured are selected.

833
00:57:05.105 --> 00:57:08.964
I'll go ahead and remove the featured one David here and save my changes.

834
00:57:09.025 --> 00:57:13.045
So now there's only one upgrade option for the basic membership level.

835
00:57:14.944 --> 00:57:16.244
Okay. That was quick.

836
00:57:21.900 --> 00:57:22.880
Okay. Great. So

837
00:57:23.820 --> 00:57:25.200
the page is more simple.

838
00:57:26.300 --> 00:57:28.640
You can list the benefits for the premium plan,

839
00:57:29.100 --> 00:57:33.575
you know, make it, you know, widely more beneficial than the basic plan that you're on.

840
00:57:33.575 --> 00:57:35.035
Give them a promo code.

841
00:57:35.335 --> 00:57:38.635
In this case, we've put a contact phone number if they have questions,

842
00:57:39.335 --> 00:57:41.895
but now I can go ahead and continue with my upgrade.

843
00:57:41.895 --> 00:57:47.690
And this really simplified the process for a member to make an upgrade decision or buying decision

844
00:57:47.990 --> 00:57:50.410
using this format and this type of model.

845
00:57:50.869 --> 00:57:51.109
Yeah.

846
00:57:51.109 --> 00:57:58.010
It completely cuts out an entire thought process that they would need to go through if there were more than one possible upgrade options.

847
00:57:58.385 --> 00:58:02.244
That's right. And and if you have a higher plan than a premium level, as an example,

848
00:58:02.625 --> 00:58:04.405
then once they upgrade to premium,

849
00:58:05.105 --> 00:58:07.765
then only make that next level tier,

850
00:58:08.224 --> 00:58:08.724
potentially

851
00:58:09.345 --> 00:58:09.845
available.

852
00:58:10.720 --> 00:58:14.980
Just just for the sake of simplifying the upgrade process for your members.

853
00:58:15.200 --> 00:58:19.380
Maybe they want to skip a step and upgrade to the highest plan you offer.

854
00:58:20.400 --> 00:58:22.100
Obviously you could have multiple

855
00:58:22.575 --> 00:58:29.875
membership plan options here, but that's what the phone number is here for is maybe they'll call you and ask you how to how to get to the next tier.

856
00:58:30.015 --> 00:58:31.714
Also you can do a little gamification.

857
00:58:31.935 --> 00:58:38.299
You can say that you can only get to the highest highest plan by being a premium member for six months.

858
00:58:38.680 --> 00:58:39.160
Guess what?

859
00:58:39.160 --> 00:58:46.119
You're locking people in to be a premium member for six months now before they even have the option to get to your highest level plan.

860
00:58:46.119 --> 00:58:46.619
So,

861
00:58:47.079 --> 00:58:49.455
there's lots of lots of things you can do

862
00:58:50.015 --> 00:58:53.055
to encourage members to upgrade and actually that's a great one is that,

863
00:58:53.535 --> 00:59:01.315
that they have to be a premium member, they have to be a higher tiered member for a certain amount of time before they can go to the highest highest tier that you offer.

864
00:59:01.550 --> 00:59:02.450
Alright, and lastly,

865
00:59:02.830 --> 00:59:06.690
as we were mentioning is including the upgrade offers in your email templates.

866
00:59:07.470 --> 00:59:09.650
We talked about editing email templates

867
00:59:09.950 --> 00:59:15.630
in the previous webinars, but basically let me show you, I won't go into too much detail on this one.

868
00:59:15.630 --> 00:59:16.690
You can go to

869
00:59:17.345 --> 00:59:18.484
your email templates,

870
00:59:20.305 --> 00:59:22.724
and there is an email template for upgrading.

871
00:59:24.305 --> 00:59:25.845
There's a few of them here.

872
00:59:26.065 --> 00:59:30.164
Membership level successfully upgraded, or you can do it on the welcome email.

873
00:59:32.280 --> 00:59:37.580
It's probably better on the welcome email or any other email you send for an interaction, you can go ahead and customize

874
00:59:38.040 --> 00:59:42.300
that email template and include upgrade options in there as well.

875
00:59:42.840 --> 00:59:43.160
Yeah.

876
00:59:43.160 --> 00:59:49.535
One final quick note on that is in addition to adding those upgrade options to these standard email templates,

877
00:59:49.994 --> 00:59:50.494
if,

878
00:59:50.955 --> 00:59:55.214
your community is ripping and roaring and you're sending out constant newsletters,

879
00:59:55.994 --> 00:59:58.335
if, say, for example, you have a directory

880
00:59:58.795 --> 01:00:07.290
of CPAs or tax advisers and it's coming up on tax season and you're sending out a newsletter, you know, right when tax season is about to start,

881
01:00:07.590 --> 01:00:08.490
that may be

882
01:00:09.110 --> 01:00:12.250
a perfect email to include an upgrade option in.

883
01:00:12.630 --> 01:00:14.090
Yes. You can use

884
01:00:14.535 --> 01:00:15.035
seasonal

885
01:00:15.415 --> 01:00:18.954
holidays and and occurrences, New Year's tax season,

886
01:00:20.055 --> 01:00:21.515
if it's a national holiday.

887
01:00:22.055 --> 01:00:23.994
You can use those are all opportunities

888
01:00:24.535 --> 01:00:25.434
to offer

889
01:00:25.734 --> 01:00:29.460
sales and promotions, Black Friday, Cyber Week, whatever it might may be.

890
01:00:29.540 --> 01:00:31.000
People are expecting it actually.

891
01:00:31.700 --> 01:00:38.680
And if and if you wanna be in line with, what some of the bigger companies are doing, then there's no harm or no shame in offering,

892
01:00:38.980 --> 01:00:40.680
seasonal promotions as well.

893
01:00:41.300 --> 01:00:44.535
Alright. Great, Dave. Thanks for so much for helping us put this list together.

894
01:00:44.535 --> 01:00:46.474
What we wanted to do now is actually

895
01:00:46.855 --> 01:00:49.515
ask you guys if we'd like us to potentially,

896
01:00:50.375 --> 01:00:55.194
optimize your upgrade pages, and see if we can add supportive text,

897
01:00:55.575 --> 01:00:58.375
with some of the strategies that we just shared with you here.

898
01:00:58.375 --> 01:01:03.720
Let's see if we can get one or two examples here. Alright. Lori has her hand up.

899
01:01:03.940 --> 01:01:05.240
Lori, how are you today?

900
01:01:05.780 --> 01:01:06.760
I'm just fine.

901
01:01:07.220 --> 01:01:09.560
And how did you like the webinar so far today?

902
01:01:10.340 --> 01:01:11.800
Very good. Absolutely.

903
01:01:12.725 --> 01:01:16.585
Kind of where I'm at as far as getting ready to work on sending out a newsletter,

904
01:01:17.925 --> 01:01:18.425
and

905
01:01:18.965 --> 01:01:20.345
then starting to

906
01:01:20.645 --> 01:01:22.185
explain to people

907
01:01:22.805 --> 01:01:25.465
how beneficial upgrading would be.

908
01:01:26.859 --> 01:01:27.680
My population

909
01:01:28.220 --> 01:01:31.440
are very the few people I have are actually

910
01:01:32.060 --> 01:01:35.920
new farmers just starting, and I'm noticing that I'm having to

911
01:01:36.700 --> 01:01:41.040
even explain what a dashboard is and how to use it.

912
01:01:41.664 --> 01:01:47.045
So I think in a newsletter because they've all signed up, and I think I have 80 plus signed up for a newsletter.

913
01:01:48.144 --> 01:01:50.964
I'm gonna show some pictures and examples

914
01:01:51.265 --> 01:01:52.565
of using the dashboard,

915
01:01:53.664 --> 01:01:59.059
and I did notice that my templates don't look updated like the examples you just showed.

916
01:01:59.520 --> 01:02:03.920
Let's, let's take a look at your site and see what that could be why why that could be.

917
01:02:03.920 --> 01:02:05.059
What's your site name?

918
01:02:05.520 --> 01:02:08.660
It's meetyourmarketsOkay..com.

919
01:02:09.005 --> 01:02:13.585
Actually, real quick, Laurie, while Jason's pulling that up. To get your members familiarized

920
01:02:13.885 --> 01:02:15.745
with their account dashboards

921
01:02:16.125 --> 01:02:16.285
Yeah.

922
01:02:16.445 --> 01:02:23.170
What some of our, what some website owners have done is in their, their welcome emails, they've added a link to

923
01:02:23.470 --> 01:02:28.289
a YouTube video or a a kind of like a private page on the website,

924
01:02:28.910 --> 01:02:30.609
with a YouTube video embedded

925
01:02:30.910 --> 01:02:39.005
that kind of is just a screen share of you going over the member account dashboard and kind of getting them familiarized with it that way.

926
01:02:39.305 --> 01:02:41.805
That's exactly what I need to do because

927
01:02:42.105 --> 01:02:43.325
that is really

928
01:02:44.185 --> 01:02:48.765
to even explain with my Facebook page that I have and running some Facebook

929
01:02:49.240 --> 01:02:50.060
ads recently.

930
01:02:50.680 --> 01:02:55.900
Again, the idea of what is a what is a dashboard? It's a business dashboard and how do I use it.

931
01:02:56.120 --> 01:03:01.340
And I know that and I work in a hospital and I also teach informatics and computers.

932
01:03:02.265 --> 01:03:06.204
And so I know that there's a high-tech level and a low tech level.

933
01:03:06.585 --> 01:03:12.525
And I'm noticing you know, it seems like the QR codes kinda passe use an app, but my population

934
01:03:12.905 --> 01:03:14.125
seems to be more

935
01:03:14.900 --> 01:03:22.600
with excited about a QR code than managing an app and have the ability to keep their app updated and working properly.

936
01:03:23.300 --> 01:03:23.800
So,

937
01:03:25.220 --> 01:03:27.620
that is kind of where I'm talking about my population.

938
01:03:27.620 --> 01:03:32.075
I think the YouTube clip would be perfect for me to add into my newsletter that's gonna go out,

939
01:03:32.535 --> 01:03:33.435
for the springtime.

940
01:03:33.735 --> 01:03:34.875
Because mine's seasonal

941
01:03:35.175 --> 01:03:37.755
with farmers. The whole fall, we were kinda dead.

942
01:03:37.895 --> 01:03:46.900
So I kinda just drag my feet knowing that right now the spring is getting ready to kick up, and then this is where they're gonna start looking at growing their

943
01:03:47.200 --> 01:03:47.680
their,

944
01:03:48.240 --> 01:03:48.740
customers.

945
01:03:49.599 --> 01:03:50.099
Awesome.

946
01:03:50.480 --> 01:03:56.500
Well, I just logged in as one of the the free members, and I do see that they have a upgrade account option here.

947
01:03:58.644 --> 01:04:00.404
I I would recommend a few tips here.

948
01:04:00.404 --> 01:04:06.025
So you're saying that they they do like this QR code here because it is an option to review to remove it.

949
01:04:06.325 --> 01:04:10.950
They like it. It seems to be because you're gonna put stickers on their products. Love it.

950
01:04:10.950 --> 01:04:14.890
And then help people learn how and it's really about learning

951
01:04:15.190 --> 01:04:18.410
how they grow their food, who they are. Are they really local?

952
01:04:19.349 --> 01:04:23.450
Do they use pesticides? Do they not? And that's pretty much the whole

953
01:04:23.765 --> 01:04:25.465
goal with my site. And

954
01:04:25.925 --> 01:04:26.405
also,

955
01:04:27.125 --> 01:04:32.505
get loyal customers so that people repeat and and look for their products in the grocery store

956
01:04:33.045 --> 01:04:33.545
versus,

957
01:04:34.165 --> 01:04:38.905
I think relationships with who your growers are or what's gonna keep the long term customers.

958
01:04:39.170 --> 01:04:41.990
They seem to have to start all over every year. Okay.

959
01:04:43.090 --> 01:04:45.990
Do whatever you want. I mean, I'm open for suggestions.

960
01:04:46.370 --> 01:04:49.670
Alright. So just just for the sake of keeping the dashboard

961
01:04:50.050 --> 01:04:57.435
very simple and and straight straight to the point, I would recommend removing the progress bars because this manage account here kind of lets them know.

962
01:04:57.435 --> 01:04:59.375
It's it's just kind of repetitive here.

963
01:04:59.875 --> 01:05:03.215
So They don't even understand it. So yeah. That's so I mean, really.

964
01:05:03.755 --> 01:05:07.790
Exactly. So let's let's remove that stuff. I'm gonna go ahead and

965
01:05:08.570 --> 01:05:11.470
edit the, I guess you call it the free producer listing.

966
01:05:12.090 --> 01:05:12.590
Okay.

967
01:05:12.890 --> 01:05:15.870
So remove the progress bar, remove the steps.

968
01:05:15.930 --> 01:05:19.915
I would even recommend removing this attract more clients to your website.

969
01:05:19.915 --> 01:05:21.694
I don't think at this stage it's important

970
01:05:23.755 --> 01:05:25.434
for for your site at this point.

971
01:05:25.434 --> 01:05:29.375
What's more important is getting them to use the features that you have on this site.

972
01:05:29.915 --> 01:05:31.855
You don't think that it makes them feel

973
01:05:33.220 --> 01:05:38.840
a member of something that's not just a Facebook or a business site though?

974
01:05:39.220 --> 01:05:40.120
It's good

975
01:05:41.300 --> 01:05:43.560
but purely for the sake of simplicity.

976
01:05:44.580 --> 01:05:46.600
Mhmm. I would I would recommend

977
01:05:47.475 --> 01:05:48.295
just potentially

978
01:05:48.595 --> 01:05:56.695
removing it or again making that an an option for the premium members where you offer this as they get this badge that they could put on their website.

979
01:05:57.235 --> 01:06:01.410
Okay. Certified pro member of Meet Your Markets, you know, turn it into a thing.

980
01:06:01.730 --> 01:06:10.450
But if people are just if this is their first interaction with your site is this free membership level, I would try to simplify it and remove as much as possible.

981
01:06:10.450 --> 01:06:13.349
That's that's that may not be necessary right off the bat.

982
01:06:13.965 --> 01:06:14.465
Perfect.

983
01:06:14.845 --> 01:06:16.465
Let's make it simple. Okay.

984
01:06:16.845 --> 01:06:20.465
So that's the show member badge and dashboard. I'm gonna say no,

985
01:06:20.765 --> 01:06:22.145
but what is helpful,

986
01:06:22.525 --> 01:06:28.465
and I noticed that you're allowing them to publish various types of content, and it's nice that it's in the sidebar.

987
01:06:29.720 --> 01:06:31.900
But there is an option here to

988
01:06:32.359 --> 01:06:36.940
show add content in dashboard, and that's actually something we do want to show them,

989
01:06:37.559 --> 01:06:41.325
because it tells them that they can start adding content to your site.

990
01:06:41.325 --> 01:06:48.625
Let me And they're starting to ask questions about how do I what if I want to do a blog or what if I wanna add a content and that's really

991
01:06:49.085 --> 01:06:51.984
what we're trying to encourage them to do.

992
01:06:52.285 --> 01:06:55.585
Good good good. I think it'll add some some good value here.

993
01:06:56.230 --> 01:06:58.170
So we we simplified the dashboard.

994
01:06:58.310 --> 01:07:02.650
Add content is great because it kind of instructs them on actions they can take.

995
01:07:03.110 --> 01:07:03.610
And

996
01:07:03.990 --> 01:07:08.605
now they have their sidebar and their main dashboard, and now this is more it makes more sense.

997
01:07:08.605 --> 01:07:12.065
It's like their control panel here. It says the date they joined,

998
01:07:12.685 --> 01:07:14.465
and so on. But let's add,

999
01:07:15.005 --> 01:07:16.465
Yeah. That looks much better.

1000
01:07:16.845 --> 01:07:21.265
Yeah. So let's let's add a message at the top here to upgrade their account.

1001
01:07:21.645 --> 01:07:22.145
Okay?

1002
01:07:23.650 --> 01:07:28.369
And I wanna I wanna do it with that shortcut that I that I did here.

1003
01:07:28.369 --> 01:07:30.230
So we're gonna need to create a widget.

1004
01:07:32.130 --> 01:07:34.550
Alright. And I'm gonna create a new widget

1005
01:07:35.890 --> 01:07:37.430
and this is gonna be

1006
01:07:37.730 --> 01:07:38.230
free

1007
01:07:39.695 --> 01:07:40.835
member upgrade,

1008
01:07:42.895 --> 01:07:43.395
dashboard.

1009
01:07:43.855 --> 01:07:45.395
Just we're just giving it a

1010
01:07:45.695 --> 01:07:47.555
random name here. Okay.

1011
01:07:48.095 --> 01:07:55.789
And what I'm gonna do is I'm gonna use that trick I used to kind of style it out with the the editor here and then I'll paste that into the widget here.

1012
01:07:55.849 --> 01:07:56.349
So

1013
01:07:59.049 --> 01:08:01.710
so what do they get with an upgraded plan in a nutshell?

1014
01:08:02.890 --> 01:08:05.069
Okay. So to upgrade

1015
01:08:05.369 --> 01:08:10.145
for I only have a premium or a free And then my other category

1016
01:08:10.445 --> 01:08:11.345
is for

1017
01:08:12.125 --> 01:08:12.625
customers

1018
01:08:13.325 --> 01:08:15.345
and supporters of the farmers

1019
01:08:15.725 --> 01:08:16.225
where

1020
01:08:17.245 --> 01:08:17.745
they

1021
01:08:18.125 --> 01:08:18.625
hopefully

1022
01:08:19.484 --> 01:08:20.305
will get

1023
01:08:20.700 --> 01:08:25.420
coupons that go to them is how I'm trying to figure it out. I don't know really.

1024
01:08:25.420 --> 01:08:27.439
But the premium ones, they get

1025
01:08:27.979 --> 01:08:28.479
more

1026
01:08:29.020 --> 01:08:32.080
coupons to post. They have an a more

1027
01:08:33.435 --> 01:08:38.255
articles they can post and more blogs they can post. That's basically it.

1028
01:08:41.354 --> 01:08:45.055
So they're they're they could just post more coupons and articles?

1029
01:08:45.995 --> 01:08:46.495
Yeah.

1030
01:08:47.090 --> 01:08:49.829
Are they gonna show ahead of other members in the search results?

1031
01:08:50.369 --> 01:08:51.989
Yes. They yes. They do.

1032
01:08:54.369 --> 01:08:58.309
That's kinda how you set it up and I I mean that definitely makes sense. They have to

1033
01:08:58.849 --> 01:09:00.869
they rank higher. Mhmm.

1034
01:09:01.234 --> 01:09:01.734
And,

1035
01:09:02.995 --> 01:09:10.694
I think with any kind of streaming coupon, I know that with most of their products within three days, it's no longer fresh and it's gone.

1036
01:09:11.155 --> 01:09:15.895
So I I do wanna have a limit as to any coupons that runs for four days.

1037
01:09:20.899 --> 01:09:22.840
And, you know, any any recommendations

1038
01:09:23.300 --> 01:09:25.720
you have, really, I'm open to it. Okay.

1039
01:09:28.835 --> 01:09:30.535
They more yeah. Yeah.

1040
01:09:31.875 --> 01:09:32.375
So

1041
01:09:32.675 --> 01:09:35.875
I'm just going They more profine views. Yeah.

1042
01:09:35.875 --> 01:09:42.215
Because they really don't know how to get a customer base is what I'm finding with most of the little farmers.

1043
01:09:42.274 --> 01:09:44.215
So They have no idea. Right.

1044
01:09:44.569 --> 01:09:46.810
So now I'm with you and thank you for sharing that.

1045
01:09:46.810 --> 01:09:52.750
So to get the link, I wanna link to the upgrade page. So it's account forward slash upgrade.

1046
01:09:52.810 --> 01:09:58.110
And so what I was doing here is I was gonna create a link for upgrade my listing.

1047
01:09:58.795 --> 01:10:02.094
Okay. And I'm just using the editor because it's really easy.

1048
01:10:03.355 --> 01:10:03.914
Oops. Okay.

1049
01:10:03.914 --> 01:10:16.490
So now I kind of created this with the editor and what I wanna do is, and I know it's an extra step, but it's I'm gonna go to the code view and and I'm just gonna copy all this gibberish here, and remember I was creating that custom widget.

1050
01:10:16.490 --> 01:10:20.110
I'm gonna pop this in the widget. I'm just gonna go ahead and save my changes.

1051
01:10:21.850 --> 01:10:29.815
So now I have a custom widget and I can choose to render this this widget with that message at the top of the member's dashboard.

1052
01:10:30.435 --> 01:10:33.095
Okay. So let's go back to the dashboard here.

1053
01:10:33.395 --> 01:10:37.655
We see there's no message up here right now, but let me go ahead and edit

1054
01:10:38.515 --> 01:10:39.015
the

1055
01:10:40.000 --> 01:10:43.380
that membership level again, and I think it was the

1056
01:10:43.840 --> 01:10:45.139
free producer listing.

1057
01:10:45.599 --> 01:10:46.980
Right. I'm gonna click edit,

1058
01:10:48.560 --> 01:10:51.540
and what I wanna do is under additional settings,

1059
01:10:52.845 --> 01:10:55.565
and after you do this once or twice you kind of know exactly where to go.

1060
01:10:55.565 --> 01:10:58.225
I'm going to dashboard header custom HTML,

1061
01:10:58.685 --> 01:11:02.145
and I'm gonna put the free member dashboard upgrade stuff there.

1062
01:11:02.205 --> 01:11:03.985
I'm gonna go ahead and save the changes,

1063
01:11:07.050 --> 01:11:08.670
and we'll refresh the page.

1064
01:11:13.850 --> 01:11:19.070
So now there's now there's a message here. Again we're just using basic text and a link and so on.

1065
01:11:19.795 --> 01:11:28.775
If you know how to you can style it more with images and making buttons and all that stuff, but now on the dashboard it does say want more visibility upgrade

1066
01:11:29.315 --> 01:11:35.090
my listing. I'm gonna I'm gonna do a little bit of styling for you here real quick. Yeah. Please do.

1067
01:11:35.090 --> 01:11:35.590
Okay.

1068
01:11:38.210 --> 01:11:39.750
Go ahead and edit this widget.

1069
01:11:42.690 --> 01:11:45.969
Just because I know how to do this, but again, it's not necessary to do this.

1070
01:11:45.969 --> 01:11:48.005
It's just if you can and want to

1071
01:11:48.625 --> 01:11:49.205
you could.

1072
01:11:50.545 --> 01:11:52.885
That will be after I get everything

1073
01:11:53.665 --> 01:11:54.165
going.

1074
01:11:54.945 --> 01:11:55.445
Right,

1075
01:11:56.225 --> 01:12:00.085
alright. I think that should do it. And let me just do this one too.

1076
01:12:07.320 --> 01:12:10.139
My new farmers are nurses that I work with

1077
01:12:11.880 --> 01:12:15.179
that have that are trying to grow their farm to

1078
01:12:15.755 --> 01:12:17.935
retire and do that instead of nursing.

1079
01:12:18.795 --> 01:12:19.535
Got it.

1080
01:12:20.795 --> 01:12:26.175
So here now it's a little more stylized. Let me just do one more thing one more thing for you here.

1081
01:12:32.130 --> 01:12:32.630
Oops.

1082
01:12:34.290 --> 01:12:36.630
Thank you so much. Yeah. No problem.

1083
01:12:37.090 --> 01:12:39.110
Just wanna use it as an example here.

1084
01:12:45.344 --> 01:12:46.245
Okay. Great.

1085
01:12:47.025 --> 01:12:50.885
Now we can refresh the page. Just a second. See those changes.

1086
01:12:52.950 --> 01:12:53.450
Okay.

1087
01:12:55.990 --> 01:12:58.250
It didn't take one of my changes. That's okay.

1088
01:13:06.555 --> 01:13:11.215
Okay, that's enough there. So what we've done now, which was my goal,

1089
01:13:11.515 --> 01:13:13.455
is here in the dashboard,

1090
01:13:15.515 --> 01:13:18.335
you now have more, you're bringing more awareness,

1091
01:13:18.740 --> 01:13:19.640
want more visibility.

1092
01:13:19.780 --> 01:13:25.480
Again, and you just list a few benefits here, and this will link to the upgrade my listing page.

1093
01:13:25.860 --> 01:13:26.360
Okay.

1094
01:13:27.140 --> 01:13:32.120
So yeah, I just wanted to do one example on your site here. So now you do have a call to action

1095
01:13:32.500 --> 01:13:33.675
at the top of here,

1096
01:13:34.155 --> 01:13:39.614
and it is gonna attract more attention to when they log into their dashboard to upgrade their listing.

1097
01:13:39.915 --> 01:13:40.974
Okay. Good.

1098
01:13:41.514 --> 01:13:45.994
Alright. Well, thank you for sharing your site with us here. Well, thank you very much. Awesome.

1099
01:13:45.994 --> 01:13:47.534
You're very welcome. Looking great.

1100
01:13:48.040 --> 01:13:48.540
Alright.

1101
01:13:48.920 --> 01:13:52.060
Great, update here. Now on her dashboard for

1102
01:13:52.440 --> 01:13:57.239
her free producer listing, she's drawing more attention to the upgrade option.

1103
01:13:57.239 --> 01:14:00.540
You can obviously put more warm and fluffy text there.

1104
01:14:00.915 --> 01:14:03.895
Looks like we're gonna wrap it up there. It was a great webinar Wednesday.

1105
01:14:04.675 --> 01:14:08.034
Glad we could help with the upgrade pages. Looking to see your progress.

1106
01:14:08.034 --> 01:14:12.295
Share your sites on Facebook. Share screenshots of what you've done on your upgrade pages.

1107
01:14:12.675 --> 01:14:15.415
And again, if you'd like to continue the conversation

1108
01:14:15.860 --> 01:14:23.380
and talk about your site or get feedback from fellow directory owners, please feel free to go to brilliantdirectories.com/facebook

1109
01:14:23.380 --> 01:14:25.559
and I will be happy to continue the conversation

1110
01:14:25.860 --> 01:14:26.360
there.

1111
01:14:26.420 --> 01:14:31.639
So on behalf of myself, Rick, and David, thank you so much for joining us for webinar Wednesday.

1112
01:14:31.992 --> 01:14:35.292
Have an awesome day and make it a productive week. Take care, guys.