WEBVTT 1 00:00:00.240 --> 00:00:02.159 Let's dive right into it guys. 2 00:00:02.159 --> 00:00:07.779 Welcome to another edition of webinar Wednesday tips to grow your online community. 3 00:00:08.000 --> 00:00:10.260 Really great to be with you guys here today. 4 00:00:11.360 --> 00:00:14.179 If this is your first time joining us, welcome. 5 00:00:14.995 --> 00:00:23.735 I am Jason there on the left, and we're lucky to be joined by David Rockland, the digital strategist here at Brilliant Directories helping us, put together these amazing presentations. 6 00:00:23.875 --> 00:00:25.975 Thanks, David, for, joining us today. 7 00:00:26.690 --> 00:00:29.430 Hey everyone. Good to be back with you for another webinar. 8 00:00:30.610 --> 00:00:37.430 And I always like to recommend if you're not already part of our Facebook group, it's a great way to keep the conversations going in between 9 00:00:37.890 --> 00:00:41.990 webinar Wednesdays. You can always head on over to brilliantdirectories.com 10 00:00:42.495 --> 00:00:46.435 forward / Facebook and just hit the join button if you're not already a member. 11 00:00:47.135 --> 00:00:48.495 And I'm in there myself. 12 00:00:48.735 --> 00:00:53.475 There's some great discussions, people asking a lot of how to questions, strategy questions, 13 00:00:53.775 --> 00:00:58.050 wondering how to leverage the software and the platform to accomplish certain things. 14 00:00:58.050 --> 00:00:59.510 And it's great to see how, 15 00:01:00.130 --> 00:01:03.650 how versatile it is and how people are using it in so many different ways. 16 00:01:03.650 --> 00:01:09.270 So, if you're not already a member, just take a second to head on over to that URL and, we'll see you there. 17 00:01:10.555 --> 00:01:13.215 And for those of you joining for the first time, welcome. 18 00:01:13.355 --> 00:01:17.695 It really is great to have these webinar Wednesday sessions where we can take a break. 19 00:01:18.235 --> 00:01:27.560 On our end what we can do is kinda show you some of the newer features that are baked into the Brilliant Directories platform and kind of exchange some ideas on how you can leverage them, 20 00:01:28.100 --> 00:01:33.560 to help your online community grow faster or more efficiently or whatever your goals are. 21 00:01:34.260 --> 00:01:36.120 Some topics that we'll usually cover, 22 00:01:36.675 --> 00:01:42.215 we'll introduce some new features that are available but we'll also talk about how those new features can help you increase traffic, 23 00:01:42.915 --> 00:01:44.375 convert visitors to members, 24 00:01:45.235 --> 00:01:49.335 identifying revenue opportunities or areas where you can engage your members 25 00:01:49.770 --> 00:01:50.090 to, 26 00:01:50.570 --> 00:01:51.310 help encourage, 27 00:01:52.330 --> 00:01:54.190 more revenue growth for your 28 00:01:54.570 --> 00:01:55.070 community. 29 00:01:55.369 --> 00:02:00.030 One of my favorite things I always like to mention, it's always important to stress this keeping your navigation 30 00:02:00.570 --> 00:02:02.570 and calls to action on your site simple. 31 00:02:02.570 --> 00:02:06.814 You wanna give a nice simple presentation to the visitor and to the members, 32 00:02:07.595 --> 00:02:12.315 especially in the early stages of your site because you wanna limit the funnel that you're driving them towards. 33 00:02:12.315 --> 00:02:15.215 So improving your website's navigation and flow, 34 00:02:15.515 --> 00:02:19.350 is a really big thing here. So if you're in the webinar, if you're curious about, 35 00:02:19.830 --> 00:02:22.090 how your website's presenting to the world, 36 00:02:22.470 --> 00:02:24.630 hopefully we can get to some of your questions towards, 37 00:02:25.270 --> 00:02:26.490 in a little bit here. 38 00:02:26.550 --> 00:02:30.970 And, we can maybe provide some tips and strategies for you to maybe make some improvements. 39 00:02:32.855 --> 00:02:33.835 Alright. And 40 00:02:34.855 --> 00:02:39.435 we have a few BD lab updates to share. Actually the theme over the last couple weeks, we're 41 00:02:39.735 --> 00:02:44.075 applying new methods for you to have a little bit more control over some of your homepage 42 00:02:44.960 --> 00:02:45.460 elements. 43 00:02:45.680 --> 00:02:51.760 So several of the new features that are already released and available to everyone are related to homepage updates. 44 00:02:51.760 --> 00:02:58.340 And I have mentioned these in previous webinars but they were in the bottom section where it says coming soon and thankfully 45 00:02:58.885 --> 00:03:00.265 those have now been pushed. 46 00:03:00.405 --> 00:03:07.385 So I'll kind of breeze through a few of these and we do have some coming soon ones that I actually can show you a demo of a couple of them. 47 00:03:07.765 --> 00:03:10.265 And those they're soon to be released as well. 48 00:03:10.805 --> 00:03:14.700 The first one is very simple. It's the ability to add a color overlay 49 00:03:15.000 --> 00:03:19.980 for your main home page image. And let me show you exactly what I'm referring to 50 00:03:20.360 --> 00:03:21.420 there. So 51 00:03:22.520 --> 00:03:23.580 on your home page, 52 00:03:24.120 --> 00:03:26.780 you can have a you know an image here. 53 00:03:28.005 --> 00:03:29.465 But a lot of us are not 54 00:03:30.005 --> 00:03:34.185 Photoshop editors and things like that and it does help contrast 55 00:03:34.485 --> 00:03:34.985 the 56 00:03:35.525 --> 00:03:39.705 text a bit if you were able to add a small filter over the image. 57 00:03:39.890 --> 00:03:43.670 And now you have the ability to do that. So let me show you where you can edit that. 58 00:03:44.290 --> 00:03:45.430 If you head on over 59 00:03:45.890 --> 00:03:50.390 to go to your dashboard and go to one of my favorite areas, design settings 60 00:03:54.545 --> 00:03:57.125 And toggle on over to homepage layout. 61 00:03:57.985 --> 00:04:01.045 And it's the first module here, the homepage search settings. 62 00:04:01.745 --> 00:04:10.220 Small note, I think we're gonna be changing the name of this to homepage hero settings because not everyone is using search there and it really is just the hero section of the home page. 63 00:04:10.220 --> 00:04:10.720 But 64 00:04:11.020 --> 00:04:12.800 nevertheless, you now have 65 00:04:13.100 --> 00:04:15.600 these two options here, overlay color, 66 00:04:16.220 --> 00:04:17.360 overlay visibility. 67 00:04:18.294 --> 00:04:22.634 So that's how transparent that color is gonna be sitting on top of the image. 68 00:04:24.055 --> 00:04:24.555 Probably 69 00:04:25.335 --> 00:04:28.074 what most people are gonna do they're just gonna select black 70 00:04:28.455 --> 00:04:31.914 if they're gonna use this at all and just do a subtle visibility like 71 00:04:32.220 --> 00:04:35.040 five, you know, one through 10. It's maybe 50% 72 00:04:35.260 --> 00:04:37.280 visibility. So let's just save that. 73 00:04:39.100 --> 00:04:41.500 Actually, let's check out this site here. So, 74 00:04:42.300 --> 00:04:44.960 this site is with it. Let me actually remove it. 75 00:04:47.345 --> 00:04:48.805 Now let's remove that visibility. 76 00:04:49.025 --> 00:04:53.765 It's basically disabling this feature and we'll do a side by side comparison here. 77 00:04:54.625 --> 00:04:56.245 Let me just refresh this. 78 00:04:58.410 --> 00:05:00.830 Okay. So we can see here in these two examples 79 00:05:01.290 --> 00:05:06.110 there's a little bit of black filtering over the image and that does help 80 00:05:06.490 --> 00:05:07.770 with the text as well. 81 00:05:07.770 --> 00:05:15.455 Now if you're brave and you're the creative type, maybe you want to choose an overlay color that sits with your branding 82 00:05:16.395 --> 00:05:17.215 colors and 83 00:05:17.595 --> 00:05:22.095 things like that, branding assets a bit better. Let's do purple as an example here. 84 00:05:22.474 --> 00:05:25.455 The visibility is set to zero. Let me set that back to five. 85 00:05:25.800 --> 00:05:28.539 All right. Overlay visibility five out of 10. 86 00:05:29.720 --> 00:05:31.180 Now let's refresh that. 87 00:05:32.039 --> 00:05:34.620 Now you could see we have a purple hue 88 00:05:35.319 --> 00:05:35.819 over 89 00:05:36.440 --> 00:05:41.365 the image. That's available to you guys now. It's probably just something you're gonna set one time, 90 00:05:41.985 --> 00:05:44.165 or based on the image you're 91 00:05:44.785 --> 00:05:49.445 gonna select for your site. But the main benefit here is it can help create a better contrast, 92 00:05:50.145 --> 00:05:53.185 for the the text that you're using, the color of the font, 93 00:05:53.585 --> 00:05:56.850 which can help again present the website better overall. 94 00:05:58.190 --> 00:06:00.450 The next one is for homepage 95 00:06:00.990 --> 00:06:02.690 streaming widget settings. 96 00:06:03.550 --> 00:06:07.650 Prior to this update, the only things you could choose were the hover color 97 00:06:08.065 --> 00:06:09.665 for a homepage streaming widget. 98 00:06:09.665 --> 00:06:18.885 And let me show you what I'm referring to here is here's a homepage with different streaming widget modules and we could see this has a blue hue over here and and a white font. 99 00:06:19.264 --> 00:06:21.605 That was pretty much all you could set for 100 00:06:22.800 --> 00:06:24.980 the homepage streaming widget settings. 101 00:06:25.520 --> 00:06:30.100 We've now added I think four or five additional settings here which give you a bit more control 102 00:06:30.560 --> 00:06:34.580 and let me show you what those are. We can go here to this site's admin. 103 00:06:40.815 --> 00:06:43.155 And this is also going to be under homepage 104 00:06:43.535 --> 00:06:44.035 layout, 105 00:06:44.735 --> 00:06:48.510 also under homepage search settings. You're going to want to scroll to the bottom here. 106 00:06:48.510 --> 00:06:52.050 We wanted to release this so we kind of just tucked it away over here for now. 107 00:06:52.750 --> 00:07:00.510 So we have our two options that we're all familiar with, the background cover when you hover and also the font color that sits on top of the background. 108 00:07:00.510 --> 00:07:05.105 In this case, it's blue and white. But actually now we have these three additional options here. So, 109 00:07:06.365 --> 00:07:07.905 we have a view all button 110 00:07:08.445 --> 00:07:10.705 over here. You actually choose 111 00:07:11.005 --> 00:07:14.949 if you if you want to change that to one of your other button color options. 112 00:07:14.949 --> 00:07:18.889 If you know on the first tab of your design settings and I'm gonna change this to danger, 113 00:07:19.669 --> 00:07:23.370 but let me show you what this corresponds to because your site does have 114 00:07:23.830 --> 00:07:26.250 six default button color options. 115 00:07:26.995 --> 00:07:37.175 Under your design settings, you have default button link colors and basically these will you can set them to whatever you want but you can repurpose and use these button colors 116 00:07:37.875 --> 00:07:41.680 throughout your site and then you can make sure you have a cohesive 117 00:07:42.139 --> 00:07:46.000 color design throughout just using the the corresponding 118 00:07:46.539 --> 00:07:48.960 color that you need for that specific element. 119 00:07:49.819 --> 00:07:51.439 But let's scroll back down here. 120 00:07:51.740 --> 00:07:53.840 So we're going to change it to danger button. 121 00:07:54.705 --> 00:07:56.805 Another thing here is aspect ratio. 122 00:07:56.865 --> 00:08:00.725 So sixteen nine is basically a rectangle shape for the streaming widgets. 123 00:08:01.105 --> 00:08:05.104 But if you wanted to, you could switch that to one to one which would make them square. 124 00:08:05.104 --> 00:08:08.629 So you can have solid squares as opposed to 16.9. 125 00:08:08.629 --> 00:08:15.129 Now these are global settings so it will apply to any streaming widget modules that you have coming down your home page. 126 00:08:15.590 --> 00:08:16.569 And then lastly, 127 00:08:17.110 --> 00:08:18.090 you can choose 128 00:08:18.949 --> 00:08:23.050 if you want the image, the background image that's representing the the specific 129 00:08:23.615 --> 00:08:31.555 post that's being featured to make sure it covers the entire area corner to corner or if you want it to fit within the space. 130 00:08:32.975 --> 00:08:37.235 If your images have text on them, maybe it's like a flyer or a brochure, 131 00:08:37.610 --> 00:08:40.030 you probably want to fit it within the space. 132 00:08:40.650 --> 00:08:45.470 But if your images are just you know of people and and you know things like that, 133 00:08:46.570 --> 00:08:51.310 it's probably best to just go with the default here which is covering the area. 134 00:08:52.255 --> 00:08:56.995 That will minimize any empty spaces as people stream down the home page. 135 00:08:57.615 --> 00:09:02.095 And it should work well in most cases. But let's let's just change a few things here. 136 00:09:02.095 --> 00:09:05.555 Let's let's go red just to show a stark difference here. 137 00:09:06.170 --> 00:09:12.750 And we'll do the square and we'll set this to fit within space and the button color danger here. 138 00:09:13.209 --> 00:09:14.670 Go ahead and save the changes. 139 00:09:16.730 --> 00:09:21.345 I'll just open a new tab so we can do a before and after comparison here. 140 00:09:23.005 --> 00:09:25.565 We can see here, so see here it's it's created. 141 00:09:25.565 --> 00:09:29.904 These images are actually rectangle but because I selected fit to space, 142 00:09:30.365 --> 00:09:39.800 it's not stretching the image corner to corner so this is extra back that empty space that I was referring to that you're gonna get as it attempts to just fit the exact 143 00:09:40.420 --> 00:09:43.800 proportions of the image without going corner to corner. 144 00:09:44.100 --> 00:09:49.320 We could see the colors have changed as we scroll down. This one is using three in a row. 145 00:09:50.305 --> 00:09:54.485 Here's four in a row and then here's with two in a row in square shape. 146 00:09:55.105 --> 00:09:59.765 I always recommend keeping your streaming widgets on your homepage limited. You don't really need 147 00:10:00.464 --> 00:10:01.845 a dozen things, different 148 00:10:02.630 --> 00:10:05.370 pieces of content going down your homepage. Maybe two-four 149 00:10:06.230 --> 00:10:08.490 is nice. Your most popular content, 150 00:10:09.030 --> 00:10:12.890 the areas of your site that are most populated with helpful information. 151 00:10:13.430 --> 00:10:15.510 Probably that's what you want to stream on your homepage. 152 00:10:15.510 --> 00:10:17.450 But this should give you a bit more control 153 00:10:18.795 --> 00:10:21.935 over how you want those streaming widgets to look and appear. 154 00:10:24.075 --> 00:10:27.295 This one I'm really excited about, icons or images 155 00:10:27.755 --> 00:10:29.850 for your homepage hero divider. 156 00:10:30.410 --> 00:10:38.829 I'm really happy that in the Facebook group a lot of people kind of requested this and what we're referring to here and let's actually 157 00:10:39.209 --> 00:10:40.750 enable that on this site. 158 00:10:42.105 --> 00:10:45.565 Let's go to a homepage section orders. Let me just enable 159 00:10:46.024 --> 00:10:48.685 the hero divider and let's just take a look at it. 160 00:10:50.505 --> 00:10:53.385 What it is, we're all familiar with this because a lot of people use it. 161 00:10:53.385 --> 00:10:55.805 It's a great way to do calls to action 162 00:10:56.670 --> 00:10:59.170 right on your homepage. It's these modules here 163 00:10:59.790 --> 00:11:02.930 and up until now you could just choose the available icons 164 00:11:03.310 --> 00:11:04.210 that we have. 165 00:11:04.670 --> 00:11:10.450 However, now you can choose to switch and use images instead, which I think is really helpful 166 00:11:10.990 --> 00:11:11.805 because being 167 00:11:12.125 --> 00:11:12.945 more visual, 168 00:11:13.325 --> 00:11:18.225 on your site is is always good. So you can toggle this in the homepage divider settings, 169 00:11:18.685 --> 00:11:20.145 switch it to use image, 170 00:11:21.085 --> 00:11:26.040 and then, it looks like we need to push this, we need to update it with here, but that's okay. 171 00:11:26.040 --> 00:11:28.699 You can upload an image for each respective spot. 172 00:11:29.959 --> 00:11:31.180 In this case, I'll 173 00:11:32.759 --> 00:11:33.819 just use this lady 174 00:11:34.279 --> 00:11:35.019 for now. 175 00:11:39.165 --> 00:11:41.025 Now the recommended size, 176 00:11:41.725 --> 00:11:49.985 it's going to fit the width to be equal so probably just want to make sure the three images you're using have the same height when you upload them. 177 00:11:50.270 --> 00:11:53.650 So let's save the changes here. That way when they line up horizontally, 178 00:11:54.430 --> 00:12:00.130 one won't be one image won't be taller than than the other. So let's refresh this here. 179 00:12:02.365 --> 00:12:06.525 So now we can see, you know, we're getting an overload with this lady's face here but that's fine. 180 00:12:06.525 --> 00:12:11.185 So we have three respective, images here. Obviously, you'd wanna use something different. 181 00:12:11.325 --> 00:12:17.025 And even better, most of you know this but just in case you didn't know, you can always add a text link. 182 00:12:17.150 --> 00:12:19.410 Let's just link to the site itself. 183 00:12:21.310 --> 00:12:23.890 You can add a text link here call to action. 184 00:12:25.390 --> 00:12:26.610 This is a link 185 00:12:29.870 --> 00:12:31.810 and we can go ahead and save the changes. 186 00:12:39.975 --> 00:12:41.194 Now we're really creating 187 00:12:41.495 --> 00:12:43.595 a night. We're welcoming people to the site. 188 00:12:43.654 --> 00:12:46.390 We're giving them more places where they can go on your site. 189 00:12:46.390 --> 00:12:48.550 You don't necessarily need to use the streaming widgets. 190 00:12:48.550 --> 00:12:53.130 Maybe you just wanna link to a specific page or a category of the streaming widgets. 191 00:12:53.190 --> 00:13:00.125 And then lastly, what we've done with this and we demoed it in the previous webinar, you can also choose the the padding for that area. 192 00:13:00.125 --> 00:13:05.425 So I'll do something extreme. I'll just do a hundred pixels just so we can see what that looks like. 193 00:13:06.205 --> 00:13:12.629 And that's gonna kinda open it up and really make it like its own section on the page rather than just a snippet, a horizontal 194 00:13:12.930 --> 00:13:13.430 snippet. 195 00:13:16.209 --> 00:13:19.829 There we go. Now we can see it's got a lot more breathing room with that padding. 196 00:13:20.850 --> 00:13:24.389 You can really draw you in and attract more attention to 197 00:13:25.089 --> 00:13:27.189 these buttons here and these calls to action. 198 00:13:28.075 --> 00:13:33.055 That's available for everyone if you want to play around with that on your homepage, you can spruce things up there. 199 00:13:34.795 --> 00:13:36.334 One more also related 200 00:13:36.635 --> 00:13:38.175 to the homepage. 201 00:13:39.115 --> 00:13:40.495 Let me enable this 202 00:13:40.860 --> 00:13:41.580 streaming widget. 203 00:13:41.580 --> 00:13:48.779 So a lot of us are also using I'll just put this in the second spot, the about slash join offer modules on the home page. 204 00:13:48.779 --> 00:13:52.240 And and those are here still in the home page layout, 205 00:13:52.700 --> 00:13:56.035 where we have the join offer title and the about title. 206 00:13:56.035 --> 00:13:58.535 Basically it's two areas where you can put additional 207 00:13:58.915 --> 00:14:00.995 information about your site on the home page. 208 00:14:00.995 --> 00:14:05.495 So what we've done is before you could just enter plain text here. 209 00:14:06.035 --> 00:14:09.415 You can now use the full functionality and features 210 00:14:09.740 --> 00:14:13.600 of the text editor that you have when you're creating a static web page. 211 00:14:13.899 --> 00:14:17.680 So you can have a lot more control here. You can embed images and videos, 212 00:14:18.300 --> 00:14:21.500 and do all sorts of styling here in these two modules. 213 00:14:21.500 --> 00:14:31.205 So let me just save the changes here so we can see these on the homepage and then I'll just add an image so we can kinda get an idea of what these text editor options unlock for us. 214 00:14:33.185 --> 00:14:38.645 So this is kinda what we're all used to, just these two simple plain text and there are some link options here. 215 00:14:39.209 --> 00:14:43.550 However, now and I'll just grab this text here. 216 00:14:44.009 --> 00:14:46.750 What we can do is you know we could paste this in here 217 00:14:47.129 --> 00:14:48.750 and we can actually, 218 00:14:49.689 --> 00:14:51.949 we can grab an image from our image folder. 219 00:14:53.125 --> 00:14:57.464 This guy looks like he's having a good time and we can float it to the right. 220 00:15:00.005 --> 00:15:01.945 We could put the text here, I think. 221 00:15:02.964 --> 00:15:04.904 We should be able to put the text there. 222 00:15:05.605 --> 00:15:06.425 There we go. 223 00:15:06.910 --> 00:15:09.890 Let's see what that looks like. It looks like it's being a little finicky now. 224 00:15:12.910 --> 00:15:15.090 Should be able to align those up. 225 00:15:18.925 --> 00:15:25.965 It looks like we need to update something here, just to get the layout correct with when there's images, but I'll send that to everyone them right away. 226 00:15:25.965 --> 00:15:30.205 But, you should be able to add images here, videos if you need to. 227 00:15:30.205 --> 00:15:39.420 Again, the full features of the text editor there, which should give you again a better way to present the important information of your site directly on your homepage. 228 00:15:40.839 --> 00:15:44.440 Alright. And some things that are coming soon down the pipeline. 229 00:15:44.440 --> 00:15:47.915 We should see them within the next thirty days or sooner. 230 00:15:48.855 --> 00:15:53.195 One is the ability to create and save member smart lists. 231 00:15:53.255 --> 00:15:57.255 So we all know that we have the, the add on to export members. 232 00:15:57.255 --> 00:15:59.835 This one with smart lists will be available to everyone. 233 00:16:00.110 --> 00:16:04.610 What you'll be able to do is go to your search members in the admin area, 234 00:16:05.150 --> 00:16:11.250 conduct a custom search, maybe you want to search for premium California members who are past due. 235 00:16:11.470 --> 00:16:15.605 And you can save that list as a smart list. You can give it a nickname 236 00:16:16.305 --> 00:16:24.644 and you'll be able to store it and have it as a list and later in the future you'll be able to specifically email that list with your email newsletters. 237 00:16:25.265 --> 00:16:30.100 So you'll have a lot more flexibility with segmenting your existing members into different groups. 238 00:16:30.800 --> 00:16:36.740 And then you'll be able to market to them or export them to another platform that you may be using for 239 00:16:37.200 --> 00:16:39.060 your email marketing and sequences. 240 00:16:39.520 --> 00:16:43.195 So really excited about that. This one's just a quality of life. 241 00:16:43.355 --> 00:16:45.774 A new layout for the advanced settings 242 00:16:46.154 --> 00:16:47.535 is coming soon. 243 00:16:48.795 --> 00:16:51.214 Let me show you what the current one looks like. 244 00:16:52.074 --> 00:16:57.330 So current advanced settings is is just kinda like a title and then a lot of ones and zeros. 245 00:16:58.110 --> 00:17:07.170 What we'll be doing is just kind of better organizing it and this is not the best example but anywhere where there's a one or zero, that's essentially an on or off switch. 246 00:17:07.525 --> 00:17:08.825 We're going to be having, 247 00:17:09.125 --> 00:17:12.585 you don't have to enter one or zero it's going to be like an on or off toggle. 248 00:17:13.204 --> 00:17:18.085 And anywhere where there's multiple options instead of manually typing it, it'll be a drop down list. 249 00:17:18.085 --> 00:17:21.464 So that will help prevent any user errors maybe you misspell something 250 00:17:22.190 --> 00:17:26.849 and things like that. And then also this is going to be the catalyst for, 251 00:17:27.470 --> 00:17:31.090 we're going to launch this. It's going to be the catalyst for kind of how we present 252 00:17:32.110 --> 00:17:36.370 some basic settings like in your general settings area or your membership plan settings. 253 00:17:36.664 --> 00:17:41.164 It's a lot easier to absorb the information in this layout so we are looking forward to, 254 00:17:41.465 --> 00:17:45.325 kind of those design updates just to make things a little easier to absorb 255 00:17:45.945 --> 00:17:48.125 and find around the admin area. 256 00:17:51.000 --> 00:17:54.700 The ability to have full width for member profile headers. 257 00:17:55.400 --> 00:17:59.820 This one's a little more difficult to explain so I do have an example I can show you. 258 00:18:02.875 --> 00:18:07.135 What we can do is, so this page has a sidebar and tabs 259 00:18:07.515 --> 00:18:11.195 and normally this header area is in line with the sidebar. 260 00:18:11.195 --> 00:18:16.335 Let's actually go to demo bootstrap real quick and just see what the regular way is right now. 261 00:18:18.350 --> 00:18:20.850 So this is the current way, works great. 262 00:18:21.390 --> 00:18:23.149 This is our John Smith sample. 263 00:18:23.149 --> 00:18:27.330 He's published all the content on the demo side, but we can see the sidebar here 264 00:18:27.630 --> 00:18:28.130 is 265 00:18:28.750 --> 00:18:33.585 aligned with the his member header section here with his name and his profile photo. 266 00:18:33.885 --> 00:18:38.305 You'll have an option in your design settings if you wanted to enable it when this is released. 267 00:18:39.245 --> 00:18:46.305 To instead have that top section be full width and then the sidebar and tabs be underneath that. So 268 00:18:46.730 --> 00:18:49.390 and of course you can choose if you want the sidebar alignment 269 00:18:49.930 --> 00:18:55.790 left or right. So what I like about this is a couple things. One it will create a 270 00:18:56.330 --> 00:19:00.350 slightly larger profile image because it's got again a little more room to breathe. 271 00:19:00.585 --> 00:19:09.725 The call to action buttons are a little bit larger and prominent so when a visitor comes here, they'll know exactly what they can do to engage with this member. 272 00:19:09.945 --> 00:19:15.804 And then also I think this will look really beautiful when there's the profile cover photo at the top of the page also. 273 00:19:16.340 --> 00:19:28.840 So that'll be available in the coming weeks and it'll be a setting in the design settings so you can choose if you want your member profiles to be like this or the the standard way with the sidebar aligned with it there. 274 00:19:29.845 --> 00:19:30.985 In addition to that, 275 00:19:31.525 --> 00:19:34.265 when you scroll down, you know, there's these tabs here. 276 00:19:35.045 --> 00:19:37.605 When you scroll down, you kind of lose the tabs here. 277 00:19:37.605 --> 00:19:40.505 Let's use this demo example here, demo bootstrap. 278 00:19:40.565 --> 00:19:50.220 We kind of lose the tabs, which is fine that's the way a lot of sites work but we found that it might be more helpful if these tabs lock at the top of the page here. 279 00:19:51.320 --> 00:19:53.420 So as you're browsing you can 280 00:19:53.800 --> 00:19:57.980 you can just continue searching the profile without losing the tabs. 281 00:19:58.975 --> 00:20:00.914 So that'll be available as well, 282 00:20:01.294 --> 00:20:07.395 for everyone soon and it should provide a better experience both on mobile and on desktop view. 283 00:20:09.215 --> 00:20:11.250 Alright. I've mentioned this one a couple times. 284 00:20:11.330 --> 00:20:15.990 The QA is a little more comprehensive but you soon will be able to turn your 285 00:20:16.530 --> 00:20:21.270 post category pages and the landing page for your post into their own static pages. 286 00:20:21.410 --> 00:20:25.810 And the most important part there is you'll be able to add hero titles and hero images. 287 00:20:25.810 --> 00:20:28.885 So you'll really be able to create nicer landing pages 288 00:20:29.505 --> 00:20:34.245 for the categories of your different post types. So just as a simple example, if you have 289 00:20:34.545 --> 00:20:35.045 products 290 00:20:35.585 --> 00:20:39.685 on your site and one of your product post type categories is let's say furniture, 291 00:20:40.230 --> 00:20:43.210 you can create a nicer landing page just for the furniture 292 00:20:43.670 --> 00:20:48.490 category page of that post. You can put a nice image there, put a nice title, supportive 293 00:20:49.350 --> 00:20:51.770 SEO, complimentary SEO content 294 00:20:52.615 --> 00:20:55.515 to help those pages rank a bit better in Google as well. 295 00:20:55.735 --> 00:21:02.794 So that should help overall with both aesthetics and SEO of your site once you start turning those pages into their own static pages. 296 00:21:03.495 --> 00:21:07.090 This next one is huge. A lot of people have been requesting it. 297 00:21:07.230 --> 00:21:14.210 The ability to easily add button links in the text editor and I do have an example of what this is going to look like for everyone. 298 00:21:15.070 --> 00:21:17.570 So let's go here actually. 299 00:21:18.995 --> 00:21:23.174 Here's a page, landing page that I created and I have some links here. 300 00:21:24.835 --> 00:21:27.894 That's perfectly fine. Let's look at the page. Let me save this. 301 00:21:29.875 --> 00:21:31.095 With the web page 302 00:21:31.634 --> 00:21:35.140 editor, I mean you can highlight any text and then turn it into a link. 303 00:21:35.140 --> 00:21:37.400 That's what we've done here with the learn more buttons 304 00:21:37.780 --> 00:21:40.920 and we can see here it says learn more, learn more, learn more. 305 00:21:41.060 --> 00:21:47.215 But with this update what you're going to be able to do is once you turn it into a link, if I click on it you have some options. 306 00:21:47.215 --> 00:21:52.914 You can go to the link, you can edit the link, you can unlink it, but now you're gonna have this style option. 307 00:21:53.455 --> 00:22:05.930 And what you can do is you can choose and remember I mentioned the the button color, the six button color options you have in your design settings, you can actually assign a button color class to this link. 308 00:22:05.930 --> 00:22:08.030 So in this case let's do 309 00:22:09.050 --> 00:22:10.750 normal danger for this button. 310 00:22:11.530 --> 00:22:16.990 In this case let's do there's a there's normal and large buttons, so let's do large success. 311 00:22:18.565 --> 00:22:21.065 And in this one, let's do normal 312 00:22:21.605 --> 00:22:22.105 warning 313 00:22:23.205 --> 00:22:24.105 or primary. 314 00:22:24.725 --> 00:22:26.425 Let's go ahead and save those changes. 315 00:22:28.485 --> 00:22:30.265 If we refresh the page here, 316 00:22:30.740 --> 00:22:32.920 we can see now there are the corresponding 317 00:22:33.700 --> 00:22:35.800 buttons. So that's really important 318 00:22:36.340 --> 00:22:40.920 because obviously it's really easy to miss a plain text link. It's not very prominent. 319 00:22:41.940 --> 00:22:44.120 This should give you the control you need 320 00:22:44.655 --> 00:22:45.555 to kind of 321 00:22:46.655 --> 00:22:50.515 draw more attention to those important links as you're creating more landing pages. 322 00:22:50.815 --> 00:22:56.035 Overall, I'm really impressed with what the development team's done using some of the simple editor tools to 323 00:22:56.575 --> 00:22:57.555 create tables 324 00:22:58.039 --> 00:23:02.220 and rows of elements that are equal and then now with the ability to do button colors. 325 00:23:03.240 --> 00:23:06.059 You know it really gives a a novice user the 326 00:23:06.440 --> 00:23:11.640 enough enough to kind of get dangerous with creating some simple landing pages here. 327 00:23:11.640 --> 00:23:17.804 So that should be available in the coming weeks as well, and, looking forward to see what you guys create with that. 328 00:23:18.985 --> 00:23:21.625 I just wanna take a beat here. Let me lower anyone's hands. 329 00:23:21.625 --> 00:23:26.025 Does anyone have any questions or comments about what, they saw on the BD lab updates today? 330 00:23:26.025 --> 00:23:31.130 I know that was kind of extensive there, but, glad that we could be pushing all these updates for you guys. 331 00:23:32.550 --> 00:23:34.010 Okay. No questions. 332 00:23:35.030 --> 00:23:38.490 Alright. We have a great, tip of the week, and it's actually introducing 333 00:23:38.870 --> 00:23:41.370 our new billing reminder emails 334 00:23:41.995 --> 00:23:44.735 add on. And David, you put together this great presentation, 335 00:23:45.355 --> 00:23:51.755 for us today about some of the features and what we can get out of this new billing reminder emails add on. 336 00:23:51.755 --> 00:23:54.255 So if it's okay with you, I'd like to pass it over to you. 337 00:23:54.740 --> 00:23:57.160 Yeah. Let's, let's talk about some of the benefits 338 00:23:57.540 --> 00:24:00.680 and the new features that, that this add on brings. 339 00:24:01.300 --> 00:24:06.120 The main benefit to this add on is that it, it really automates 340 00:24:06.500 --> 00:24:08.920 a lot of the kind of reminder 341 00:24:09.705 --> 00:24:15.164 billing process when it comes to your members, help keep them kind of updated with their accounts, 342 00:24:15.544 --> 00:24:22.125 make sure that their credit cards are up to date, that they'll be billed or that they have been billed. 343 00:24:22.360 --> 00:24:25.080 And so we'll get into how it works in a little bit. 344 00:24:25.080 --> 00:24:31.179 But some of the key features are that those billing reminder emails are automatically sent out to the members. 345 00:24:31.720 --> 00:24:40.655 You, the website admin, have the option to receive a daily summary report emailed to you about basically the financial health of your website. 346 00:24:41.115 --> 00:24:46.015 You can choose to include the PDF invoices directly in the emails that the members receive, 347 00:24:46.475 --> 00:24:51.040 if you do have that downloadable PDF invoices add on installed on your site. 348 00:24:51.420 --> 00:24:55.680 You do also have the ability to edit as you do with all default email templates. 349 00:24:55.980 --> 00:25:03.120 You can edit these new email templates as well to better match your website's brand and the persona that you're trying to get across. 350 00:25:03.740 --> 00:25:10.375 And then you can also select when these various email reminders should be sent out, to your members. 351 00:25:11.955 --> 00:25:16.615 So this add on can really help you manage your time a lot better by 352 00:25:16.915 --> 00:25:20.280 automatically taking care of some of these billing tasks for you. 353 00:25:21.240 --> 00:25:28.780 One of them is that it will provide you with kind of an overview of your website's financial health by sending you those daily summary reports. 354 00:25:29.080 --> 00:25:29.960 Again, that's an option. 355 00:25:29.960 --> 00:25:40.555 You can choose whether or not you wanna receive them, but, it it'll give you a good overview without you needing to log in to your admin account of kind of, you know, past due members, how many transactions 356 00:25:40.855 --> 00:25:42.635 have taken place, that sort of stuff. 357 00:25:42.775 --> 00:25:47.035 It will also allow you to automatically follow-up with past due members. So by default, 358 00:25:47.700 --> 00:25:59.399 you're able to see when certain members are past due on your website, but, typically, you would need to follow-up with them manually to try to collect that payment if they're not doing it themselves. 359 00:25:59.735 --> 00:26:01.995 So this will take care of that for you automatically 360 00:26:02.295 --> 00:26:06.795 by sending them those, those billing reminders and letting them know that they are past due. 361 00:26:06.935 --> 00:26:10.315 Additionally, like I mentioned, it'll automatically email those invoices 362 00:26:10.695 --> 00:26:16.450 to the members as well if you want to send them the invoices and if you do have that add on as 363 00:26:16.750 --> 00:26:21.730 well. Additionally, you can customize those default email templates. You can remind members 364 00:26:22.030 --> 00:26:24.530 to keep a current credit card on file. 365 00:26:24.910 --> 00:26:28.905 Basically, by having these automated emails sent out to the members, 366 00:26:29.285 --> 00:26:30.965 it keeps your website top of mind. 367 00:26:30.965 --> 00:26:42.350 It lets them it reminds them that they have an account on your site and that if they want to maintain their membership that, you know, they, they will be billed and and that they will need to keep their credit card information up to date. 368 00:26:42.350 --> 00:26:44.370 Otherwise, they will become past due. 369 00:26:44.750 --> 00:26:46.130 And I think, possibly, 370 00:26:46.510 --> 00:26:47.970 one of the more important 371 00:26:48.590 --> 00:26:49.650 additional benefits, 372 00:26:50.429 --> 00:26:52.210 is that it allows you to 373 00:26:52.590 --> 00:26:56.210 automatically stay in touch with your members. And so just 374 00:26:56.644 --> 00:27:01.705 allowing you to kind of automatically be top of mind with them without you having to do any additional work, 375 00:27:02.085 --> 00:27:04.184 it gives the members an opportunity 376 00:27:04.885 --> 00:27:08.985 to address any potential problems or concerns that they might have, 377 00:27:09.620 --> 00:27:12.760 that could lead them to eventually canceling. So 378 00:27:13.060 --> 00:27:29.404 by your website automatically and proactively sending out these emails to members, if they're having a problem, they may be inclined to reply to those emails and try to seek help directly from you rather than if they didn't receive any communication from you, they might just go and and cancel their account themselves immediately. 379 00:27:29.404 --> 00:27:29.904 So 380 00:27:30.205 --> 00:27:34.765 that's one of the kind of side benefits of this is that it could potentially save, 381 00:27:35.325 --> 00:27:36.145 some cancellations. 382 00:27:37.410 --> 00:27:37.810 Yeah. 383 00:27:37.810 --> 00:27:43.750 Also, I mean, just in line with that, what it's doing in effect is creating an additional touch point, 384 00:27:44.450 --> 00:27:49.410 with a member. And, you know, the the custom email templates are are really nice. 385 00:27:49.410 --> 00:27:51.590 They're not too too mean or harsh, 386 00:27:51.925 --> 00:27:54.265 but if you go in there and make some small modifications 387 00:27:54.565 --> 00:27:58.905 to those email templates to really match your your brand's voice and persona. 388 00:28:00.085 --> 00:28:03.765 You know everything with with with a business is related to marketing. 389 00:28:03.765 --> 00:28:10.880 The support you provide, your billing department it's all marketing because people are leaving with an opinion about your company at the end of the day. 390 00:28:10.880 --> 00:28:12.900 So these additional touch points 391 00:28:13.520 --> 00:28:19.059 can really turn into opportunities of not only resolving issues but delivering happiness to more customers 392 00:28:19.804 --> 00:28:21.245 by staying top of mind. 393 00:28:21.245 --> 00:28:25.325 And in those emails you can ask them if there's anything we can help you with, if you you know this and that. 394 00:28:25.325 --> 00:28:26.705 Do you need help with your profile? 395 00:28:27.164 --> 00:28:29.585 Do you know about these other services that we offer? 396 00:28:30.205 --> 00:28:33.745 So without bombarding them with too many newsletter emails, 397 00:28:34.120 --> 00:28:38.140 this is just another type of email that you can send that can subtly include 398 00:28:38.679 --> 00:28:41.659 some other important information that your company has to share. 399 00:28:42.039 --> 00:28:44.460 I think that's a really good point as to 400 00:28:45.000 --> 00:28:47.020 why the default email templates 401 00:28:47.495 --> 00:28:50.155 should be customized. You know, you can leave the fundamentals 402 00:28:50.615 --> 00:28:53.115 of the of the default templates the same, 403 00:28:53.415 --> 00:28:56.395 but if you can add in your own touch, your own personalizations 404 00:28:57.255 --> 00:29:02.720 to make the emails less generic and more in line with the rest of your website, 405 00:29:03.340 --> 00:29:06.799 that aspect will really follow through with the members. 406 00:29:08.539 --> 00:29:13.759 And so what if you don't have this add on? Well, you do still have a lot of functionality. 407 00:29:14.365 --> 00:29:18.544 You can, of course, still manually send the follow-up emails to your past due members. 408 00:29:18.684 --> 00:29:22.924 In the admin area, it does let you know which members are past due still. 409 00:29:22.924 --> 00:29:28.920 So you'll be able to easily identify them and and send them follow-up emails to try to collect on those past due payments. 410 00:29:29.400 --> 00:29:32.700 And then members can always still log in to their accounts 411 00:29:33.080 --> 00:29:35.320 and view their payment history as well as their, 412 00:29:35.720 --> 00:29:38.060 subscription information and subscription history. 413 00:29:38.760 --> 00:29:40.935 So that's always available to them. 414 00:29:41.255 --> 00:29:45.115 And another important aspect to keep in mind is that 415 00:29:45.495 --> 00:29:49.275 the main benefit to this add on is that it's automating this entire, 416 00:29:49.655 --> 00:29:51.675 basically, past due transactions 417 00:29:51.975 --> 00:29:57.860 process for you. So you don't really need to keep as close of an eye on the past due members, 418 00:29:58.320 --> 00:29:59.520 with this add on. 419 00:29:59.520 --> 00:30:04.900 So if you don't have that many members, if you're not managing large volumes of recurring subscriptions, 420 00:30:05.280 --> 00:30:07.220 then you might not even need this add on. 421 00:30:07.385 --> 00:30:12.445 If, on the other hand, you are managing large volumes of members who have recurring subscriptions, 422 00:30:13.385 --> 00:30:20.045 this might help kind of make your life easier and allow you to spend more time focusing on some other aspects of your website. 423 00:30:20.509 --> 00:30:21.470 Alright. Great. So, 424 00:30:22.269 --> 00:30:24.669 yeah. I think I mean it's pretty straightforward what this does. 425 00:30:24.669 --> 00:30:26.370 We've mentioned in the previous webinars. 426 00:30:27.070 --> 00:30:31.330 Let's see how how it works. And I do wanna mention because we got a couple questions. 427 00:30:31.470 --> 00:30:33.870 This is of course included in the VIP add ons club. 428 00:30:33.870 --> 00:30:38.065 So if you're already a member of the VIP add ons club, then you should have this add on. 429 00:30:38.065 --> 00:30:42.065 All new add ons that we release are part of the VIP add ons club. Yeah. Great. 430 00:30:42.065 --> 00:30:43.184 That's a really good point. 431 00:30:43.184 --> 00:30:54.150 So let me dive in here and kind of show you where you can view the settings, enable them, to turn on the emails if you want them to be sent to members and yourself as the at the daily digest or or financial summary. 432 00:30:54.690 --> 00:30:59.590 And also some other areas where you can view some of the billing reminder options. 433 00:31:00.394 --> 00:31:04.174 So let's go on over to, we have this sample site here. 434 00:31:04.635 --> 00:31:10.255 So where you're gonna find this is if you go to your transaction history tab, actually I have it open right here. 435 00:31:10.475 --> 00:31:14.635 So this is just a test site we did with some test transactions. You're gonna find this bell here, 436 00:31:15.700 --> 00:31:16.440 billing email settings. 437 00:31:17.940 --> 00:31:22.340 So when you have this add on, you can come to your transaction history page and you'll see this setting. 438 00:31:22.340 --> 00:31:29.240 Now what David was saying before is if you don't have this add on, you still have new settings enabled that kind of complement this. 439 00:31:29.495 --> 00:31:31.435 You have the ability to 440 00:31:31.895 --> 00:31:32.795 in the actions 441 00:31:33.575 --> 00:31:39.515 for each of these tabs up to payments received, upcoming and past due. These three here. 442 00:31:40.135 --> 00:31:44.555 In the actions tab, you can send the the corresponding email notification 443 00:31:46.010 --> 00:31:48.750 for if the payment is received, you can email them 444 00:31:49.130 --> 00:31:51.549 the email template that corresponds to that. 445 00:31:52.250 --> 00:31:57.470 If they have an upcoming payment maybe in a few days, you can send the corresponding email notification 446 00:31:57.770 --> 00:31:59.870 to a single person here. 447 00:32:00.034 --> 00:32:08.355 And if somebody is past due, you can come here and you can send the past due email template to them just by clicking send email notification. 448 00:32:08.355 --> 00:32:09.815 Let's actually click on this 449 00:32:10.195 --> 00:32:13.335 and see what we get. So we get the email template. 450 00:32:13.549 --> 00:32:17.650 In this case, they it's connecting the invoice pdf as an attachment 451 00:32:18.030 --> 00:32:21.630 and this is the standard template. It's, you know, very soft. It says renewal notice. 452 00:32:21.630 --> 00:32:23.169 We apologize for the inconvenience. 453 00:32:23.630 --> 00:32:27.710 We're unable to process it and of course it provides the member with a login link. 454 00:32:27.710 --> 00:32:29.885 So everyone has that ability 455 00:32:30.345 --> 00:32:35.405 now. When you do have this add on, you not only get the be billing email settings here, 456 00:32:35.785 --> 00:32:39.305 you also get the ability to send those emails in bulk. 457 00:32:39.305 --> 00:32:43.279 So you can check a bunch of members and then send the bulk emails. 458 00:32:43.899 --> 00:32:47.580 With past dues there's up to three different reminder emails that you can send. 459 00:32:47.580 --> 00:32:54.380 Obviously going up to the third reminder you want to make it maybe slightly more pressing because more time has gone by or urgent. 460 00:32:54.380 --> 00:32:57.120 But you can send in bulk 461 00:32:57.505 --> 00:32:58.804 on any of these tabs. 462 00:33:00.145 --> 00:33:03.845 Right here, send bulk due payments received if you need to do that. 463 00:33:04.225 --> 00:33:07.765 So let's dive into the billing email settings here. 464 00:33:08.865 --> 00:33:12.965 So because we wanted to get this out as quickly as possible, we try to keep the 465 00:33:13.399 --> 00:33:16.539 phase one settings as direct and simple as possible. 466 00:33:17.559 --> 00:33:18.940 So basically, you have 467 00:33:19.320 --> 00:33:23.100 five different events that you can enable emails for. 468 00:33:23.880 --> 00:33:25.100 A new payment received, 469 00:33:26.039 --> 00:33:28.299 you can choose to email the member. 470 00:33:28.755 --> 00:33:33.095 You can include it in the when it says email admin it's the daily 471 00:33:33.555 --> 00:33:36.055 financial summary. It'll be included in that. 472 00:33:36.675 --> 00:33:40.375 You can include the invoice PDF or not in the emails. 473 00:33:41.410 --> 00:33:49.830 And while new payments received, it would be instant so that would be sent the same day and then you can edit the default email template that corresponds to this email event. 474 00:33:50.930 --> 00:33:54.135 Upcoming payments, same thing. Something different here though. 475 00:33:54.375 --> 00:34:00.235 You can choose up to fourteen days before the actual payment is gonna be collected and it's due. 476 00:34:00.455 --> 00:34:01.335 You can choose, 477 00:34:01.735 --> 00:34:05.595 which day before that up to fourteen days you want that notification 478 00:34:06.535 --> 00:34:09.675 to be sent. So maybe you wanna send it a week before it's due. 479 00:34:09.880 --> 00:34:12.540 You can just go ahead and choose seven days before due 480 00:34:13.159 --> 00:34:13.480 date. 481 00:34:13.480 --> 00:34:19.340 So, the past dues, just depending on your business model and and you know the type of membership 482 00:34:20.119 --> 00:34:25.424 program you have, you can choose to send up to three past due emails. 483 00:34:25.424 --> 00:34:28.324 So let's say a payment is due January 1, 484 00:34:28.704 --> 00:34:33.284 the credit card is supposedly a good credit card on file, it's a monthly recurring payment 485 00:34:33.585 --> 00:34:34.404 and maybe, 486 00:34:34.864 --> 00:34:40.730 the credit card expired the previous month or it does has insufficient funds to process the payment. 487 00:34:41.030 --> 00:34:41.530 So 488 00:34:41.910 --> 00:34:46.250 the system was unable to collect the payment. The member is now past due. 489 00:34:46.469 --> 00:34:51.770 So you can choose to send the first reminder on the same day that it was due if it was unable to collect. 490 00:34:52.594 --> 00:34:56.375 Or maybe you just wanna send it the next day or whatever you're comfortable with. 491 00:34:56.434 --> 00:35:01.174 And then maybe that's all you wanna do. So maybe you don't wanna you don't wanna bombard them. 492 00:35:01.395 --> 00:35:05.655 However, if the invoice remains unpaid and you do wanna send a second reminder, 493 00:35:06.099 --> 00:35:08.680 you can email the member a second time. 494 00:35:08.980 --> 00:35:13.560 But maybe you want to send that one out maybe five days after the invoice was due. 495 00:35:14.099 --> 00:35:14.839 And then 496 00:35:15.140 --> 00:35:19.400 lastly you could send a third reminder and again you can edit the template saying 497 00:35:19.755 --> 00:35:23.775 you know we've tried contacting you several times, your account will be cancelled. 498 00:35:24.394 --> 00:35:28.075 You can just make it more pressing and more urgent and maybe you want to do that one. 499 00:35:28.075 --> 00:35:34.654 Well this one goes all the way up to ninety days but you know maybe you want to do that thirty days after the invoice is due or fourteen days. 500 00:35:35.270 --> 00:35:39.270 And these are great ways to keep in touch. You don't have to be harsh in the past due emails. 501 00:35:39.270 --> 00:35:41.450 You can ask them if they need, some assistance. 502 00:35:41.829 --> 00:35:44.250 And sometimes maybe they're not getting your emails. 503 00:35:44.550 --> 00:35:47.130 So what's really good about the system also is, 504 00:35:47.670 --> 00:35:49.690 in the transaction history tab, 505 00:35:51.705 --> 00:35:57.385 you can clearly see who the past due members are and of course, you can contact them. 506 00:35:57.385 --> 00:36:02.745 Maybe they need a phone call, maybe their email is not working for some reason or they're not getting your emails for some reason. 507 00:36:02.745 --> 00:36:03.245 So, 508 00:36:03.705 --> 00:36:05.965 there are multiple steps to stay proactive 509 00:36:06.410 --> 00:36:14.350 and really what we wanna do here is with all these tools is shore up money that's owed to you and your organization that for services that you're providing 510 00:36:14.810 --> 00:36:19.310 to your members. So some of that automation is gonna make things easier for you. 511 00:36:19.745 --> 00:36:22.725 Then let me just quickly go into editing one of these templates. 512 00:36:23.665 --> 00:36:26.005 Let's do pass through reminder number one. 513 00:36:26.705 --> 00:36:28.165 If you click on edit template, 514 00:36:28.785 --> 00:36:33.765 we can see here it's a pre made template so I can go ahead and customize that if I want. 515 00:36:36.950 --> 00:36:38.230 So now I can customize it. 516 00:36:38.230 --> 00:36:45.690 It is variable based and we've already provided the variables for you, so I wouldn't mess too much with the variables in this in these emails, 517 00:36:45.990 --> 00:36:49.905 but you can update a lot of text and I could make it more friendly. 518 00:36:50.845 --> 00:36:51.565 Looks like 519 00:36:51.885 --> 00:36:53.025 we hit a snag, 520 00:36:54.045 --> 00:36:55.345 you know things like that. 521 00:36:57.005 --> 00:37:04.710 And then you know at the bottom it says please reply to this email and of course you can add your own sentences, you know add your own 522 00:37:05.329 --> 00:37:06.309 custom messaging 523 00:37:09.010 --> 00:37:10.690 and things like that. So 524 00:37:11.089 --> 00:37:14.130 you can really make it make it your own and really match your brands. 525 00:37:14.130 --> 00:37:17.954 And all you would have to do is save the template and there's nothing else you need to do. 526 00:37:18.194 --> 00:37:22.755 It'll just start using your custom template over the premade email template. 527 00:37:22.755 --> 00:37:25.414 It'll it'll give your custom template the the priority. 528 00:37:26.035 --> 00:37:30.135 What you wanna do is just make sure you don't change this template nickname here 529 00:37:30.450 --> 00:37:35.750 because that's what it's the email is corresponding to, so we don't want to adjust the template 530 00:37:36.130 --> 00:37:37.010 nickname here. 531 00:37:37.010 --> 00:37:43.730 Other than that, that's that's exactly how you can customize the email templates and choose the settings for billing reminder emails. 532 00:37:43.730 --> 00:37:45.430 It's pretty straightforward there. 533 00:37:48.265 --> 00:37:52.505 Dave, do you have any final notes you wanna add, about this one? No. I think that's it. 534 00:37:52.505 --> 00:37:55.565 It's a pretty simple add on. It really just automates the process. 535 00:37:55.705 --> 00:37:59.405 It allows you to focus more time on some other aspects of your website. 536 00:37:59.785 --> 00:38:04.270 And I think an important note again is that if you're not managing 537 00:38:04.570 --> 00:38:06.910 a large number of recurring subscriptions 538 00:38:07.610 --> 00:38:12.810 and you're okay manually following up with your past due members, then you probably don't need this add on. 539 00:38:12.810 --> 00:38:19.615 But, of course, if you already do have the VIP add ons club, then you do have this add on, and so you might as well take advantage of it. 540 00:38:19.675 --> 00:38:20.175 Awesome. 541 00:38:20.635 --> 00:38:23.035 Alright. Let's pass it over to you guys. I see, 542 00:38:23.835 --> 00:38:26.655 alright. Colette's got her hand up here. How are you doing today, Colette? 543 00:38:27.115 --> 00:38:31.160 Hi, Jason. How are you doing? We're doing wonderful thank you. Good, 544 00:38:31.460 --> 00:38:36.520 I have a couple of quick questions the one I did raise before with the email reminders. 545 00:38:37.619 --> 00:38:42.840 Are there any options of just sending those out automated to annual 546 00:38:43.425 --> 00:38:43.925 subscribers? 547 00:38:44.385 --> 00:38:48.565 So you did note that in the previous webinar not in this version of it. 548 00:38:49.505 --> 00:38:50.005 However, 549 00:38:50.465 --> 00:38:52.165 in addition to what you recommended 550 00:38:52.705 --> 00:38:53.925 in a phase two 551 00:38:54.705 --> 00:38:58.780 and we just released this so we had beta testers using it. We are 552 00:38:59.160 --> 00:38:59.820 planning to 553 00:39:01.000 --> 00:39:02.700 maybe the the payment reminders 554 00:39:03.640 --> 00:39:07.660 selecting what payment cycles those go out for because you mentioned you probably 555 00:39:07.960 --> 00:39:13.820 don't want to bombard your monthly users every month and and you prefer to just send it to yearly subscribers correct? 556 00:39:14.575 --> 00:39:15.475 Correct. Yes. 557 00:39:16.015 --> 00:39:20.735 In addition to that, we also wanna do that for the the daily report to the admin. 558 00:39:20.975 --> 00:39:30.830 Maybe not everyone wants a daily financial summary, so we're also gonna look into maybe, doing a weekly or a monthly financial summary report, and it would be up to the admin to 559 00:39:31.210 --> 00:39:33.130 decide how frequent they want those reports. 560 00:39:33.130 --> 00:39:37.930 So I have noted your update about that and we'll keep you posted. Super. Thanks very much. 561 00:39:37.930 --> 00:39:40.030 And you're a really good one. All the updates 562 00:39:40.410 --> 00:39:40.910 and 563 00:39:41.450 --> 00:39:45.005 new features. That's fantastic. Awesome. Yeah. It's lots of fun to share them too. 564 00:39:45.005 --> 00:39:46.944 Thank you for joining the webinar, Colette. 565 00:39:47.644 --> 00:39:48.144 Alright. 566 00:39:48.605 --> 00:39:54.605 We have Paul. I saw Paul's hand up here. How are you doing, Paul? Hi there. Can you hear me? Yes. 567 00:39:54.605 --> 00:39:57.750 How are you doing? Where are you calling me from? Thank you. Yeah. Great webinar. 568 00:39:57.810 --> 00:39:58.930 Thank you very much. Okay. 569 00:39:59.570 --> 00:40:00.290 I'm a pretty, 570 00:40:00.690 --> 00:40:03.010 new to BD, but not new to the web. So, 571 00:40:04.290 --> 00:40:07.750 I'm creating my first directory and, been watching a lot of videos. 572 00:40:08.290 --> 00:40:11.350 So I just got a question about adding members manually. 573 00:40:12.135 --> 00:40:17.275 It makes a lot of sense to me, but I just want to work out what email address if I'm adding businesses manually, 574 00:40:18.295 --> 00:40:22.795 what email address can I use because do I can I just use my own email address 575 00:40:23.095 --> 00:40:24.715 and then ask them to 576 00:40:25.200 --> 00:40:28.180 log in, claim their profile, and change it? 577 00:40:28.400 --> 00:40:33.119 Or do should I find the email address from somewhere else online and use their real one? 578 00:40:33.119 --> 00:40:36.260 Any advice on that? So that's a really good question actually. 579 00:40:37.040 --> 00:40:42.075 The way members log in to their account is a unique email and unique password that's created. 580 00:40:42.075 --> 00:40:44.095 So if you're manually creating a member, 581 00:40:44.555 --> 00:40:46.715 the system is going to prompt you to, 582 00:40:47.435 --> 00:40:49.295 to add an email. However, 583 00:40:50.155 --> 00:40:52.980 if you are adding members manually to populate your 584 00:40:53.380 --> 00:40:56.420 directory, you don't necessarily need to have their real email address. 585 00:40:56.420 --> 00:41:01.320 You can just really just put whatever you want in there. If you do use their real email address, 586 00:41:01.780 --> 00:41:07.400 they will get pinged and notified if a visitor is trying to send them messages from their profile page. 587 00:41:07.755 --> 00:41:09.135 So your website will 588 00:41:09.674 --> 00:41:13.775 start interacting with them if you do put a real email address on file. 589 00:41:14.875 --> 00:41:20.894 They won't be emailed when you add them to the system, just if visitors start messaging them from their profile that's created eventually. 590 00:41:21.650 --> 00:41:27.670 Now if they claim their listing, if you set up the profile manually with a spoof email or just a filler 591 00:41:28.290 --> 00:41:33.590 email address, when they claim their listing and choose a membership level and join and take over that profile, 592 00:41:33.970 --> 00:41:45.075 the new email address that they signed up with will be connected to that profile and of course they'll they'll receive the messages and any other notifications that their that their profile will ping them with. 593 00:41:45.075 --> 00:41:55.619 So in short, no you don't need to put their real email address when you're adding them manually and when they claim their listing, it'll automatically update with their real email that they use during the sign up process. 594 00:41:56.240 --> 00:41:58.980 Right. So I'll just use testtest.com 595 00:41:59.119 --> 00:42:03.440 and just use that for everything basically. Testing 1231234, 596 00:42:03.440 --> 00:42:06.305 whatever you can come up with. Yeah. I bet it should be unique 597 00:42:07.085 --> 00:42:07.744 or not? 598 00:42:08.365 --> 00:42:12.865 If you're adding it manually there's a checkbox there that says do you want to do unique. 599 00:42:13.565 --> 00:42:14.464 I think just 600 00:42:15.325 --> 00:42:17.665 you know sometimes when they're the same email address 601 00:42:18.680 --> 00:42:20.040 I think it'd be better overall. 602 00:42:20.040 --> 00:42:25.020 It's not a problem, but just overall if they were different even if you're putting the spoof ones in. 603 00:42:25.160 --> 00:42:29.500 No. Thanks, Ed. I'm I'm just gonna I plan to sort of manually add, you know, hundred or so 604 00:42:30.040 --> 00:42:33.464 over the next few days, and it's good. I'll just make them unique. 605 00:42:33.464 --> 00:42:37.085 I'll make them I'll make them nonsense email addresses but I'll make them unique. 606 00:42:37.464 --> 00:42:37.964 Okay. 607 00:42:38.345 --> 00:42:40.845 It sounds like you're actually adding like some you like 608 00:42:41.224 --> 00:42:42.525 rich data to them. 609 00:42:42.585 --> 00:42:52.760 If you needed to you can also import a CSV file and you can leave the email field blank and the system will just create that kind of dummy email address for them when you import as well. 610 00:42:52.760 --> 00:42:55.140 Oh, great. Yeah. Good. So that so basically, 611 00:42:55.600 --> 00:42:58.900 I I saw that on the I think some of the support articles. 612 00:42:59.915 --> 00:43:08.315 So maybe maybe the best way would be to create a Google Sheet and just put all that information into in different row in different columns and leave the email address blank. 613 00:43:08.315 --> 00:43:09.935 Yeah. And then the system will generate 614 00:43:10.875 --> 00:43:14.655 the spoof email address, the the dummy email address for them. Yeah. Right. 615 00:43:15.060 --> 00:43:15.560 Fantastic. 616 00:43:15.860 --> 00:43:18.440 Okay. Nice. Thank you, Paul. Thank you. You're welcome. 617 00:43:19.460 --> 00:43:21.940 Alright, guys. We'll stop it there. 618 00:43:21.940 --> 00:43:25.720 If we didn't get to your question, please join us in the Facebook group. 619 00:43:26.020 --> 00:43:28.100 Billing reminder emails is now available. 620 00:43:28.100 --> 00:43:31.454 If you have the VIP add ons club, it's already enabled on your site. 621 00:43:31.454 --> 00:43:35.954 You can go to the transaction histories tab and click on billing email reminders. 622 00:43:36.575 --> 00:43:38.194 Those are the settings for that. 623 00:43:38.895 --> 00:43:43.050 Lots of updates we shared for you today. We look forward to seeing you in the next webinar. 624 00:43:43.109 --> 00:43:45.829 It's gonna be in two weeks. Webinars are every two weeks. 625 00:43:45.829 --> 00:43:48.890 So we've hit about two webinars each month most of the time. 626 00:43:49.109 --> 00:43:54.565 And again, please join us in the Facebook group. You can go to brilliantdirectories.com/Facebook. 627 00:43:54.565 --> 00:43:56.745 We can continue the conversations there. 628 00:43:56.885 --> 00:44:00.725 On behalf of myself and David, thank you so much for joining us today, guys. 629 00:44:00.725 --> 00:44:05.705 We'll see you in two weeks. Have a great day and a brilliant week. Take care, guys.