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All right, guys. Let's dive right into it. Welcome to another edition of Webinar Wednesday.

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It's so great to be with you guys here today, one of our favorite times of the week.

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If this is your first time joining us, welcome.

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I am Jason there on the left, admittedly on the mend, from a little bit of a cold.

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So I apologize for the nasally voice,

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but we'll power through it. No worries.

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And we are lucky to be joined by David Rockland, the digital strategist here, and so much more at Brilliant Directories.

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David, thanks for taking the time to join us in the webinar today. Hey, everybody.

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So glad to be with you for webinar one hundred and forty.

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And to celebrate that milestone, we've got some big news to share.

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So really looking forward to this exciting webinar here.

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Awesome. Yes, indeed. And we are streaming on YouTube today.

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If you want to stay in touch with us and subscribe to the YouTube channel, it's a great way to,

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stay updated with our newest videos, how to tutorials, and the webinar replays.

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You can head on over to brilliantdirectories.com/youtube

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and click on that red subscribe button. Obviously, everyone,

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is welcome.

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And also, we invite you to join our Facebook group.

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You can head on over to brilliantdirectories.com/facebook.

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Tons of amazing and constructive discussions are in that group.

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People are growing their membership communities. They're asking questions,

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discovering new strategies. I'm in there myself,

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so all are welcome. Head on over to brilliantdirectories.com/facebook.

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And for those of us joining for the first time today, welcome to the Brilliant Directories family.

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It's really great to be with everyone.

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Just a little bit about Webinar Wednesdays, it's a really great way,

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for us to showcase some of the newer features built into the platform

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week after week.

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So we'll cover topics such as how to use the features to increase traffic,

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convert visitors into members, which is actually gonna be close to the topic, for the tip of the week for today,

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search engine optimization, improving navigation, and so much more.

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So if you have any questions on these topics or anything related

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to your directory or membership website, please save them, and we'll do our best to get to as many questions as we can today.

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Alright. Moving on. We do have a good handful of BD Lab updates to share.

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There were actually some more. I'm going to post them in the Facebook group later,

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but for the sake of this webinar, we'll stick to this short list here.

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We have some updates here. I'll start at the top of the list of the new features here for sign ups.

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The ability to now reload the same web page after somebody signs up using the express

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member registration

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form. So what does that mean?

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Well, there are areas on your website where a visitor may be prompted to log in to continue their action.

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This could be liking or bookmarking a post or member,

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that they see on their site. They're gonna be asked to log in or register.

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This could be purchasing a digital product. They would be prompted to log in or use the express

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registration.

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And up until now, if they use the express registration, they would be redirected to,

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inside their member dashboard.

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They wouldn't be on the same page to continue the actions that they're doing.

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So let me show you how this works

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and where you can enable it on your site because by default we didn't wanna change any existing behavior on everyone's site so this setting is off.

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But I would definitely recommend everyone turn this setting on.

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So let me show you an example of what it is, and then we'll go into the advanced setting that you can enable for, your website.

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So in this case, we have on our webinar demo site, a sample digital product.

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This is an ebook for a hundred dollars, and I want to buy this now. So I'm not logged in.

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So the first thing it's gonna do, it's gonna ask me to log in or it's going to ask me to register a new account, And this is gonna be a free account to register.

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And I'll go ahead and register.

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So before this, I would register and then it would send me to my member account dashboard.

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I'd have to click the back button a few times and come back to this page.

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A little bit cumbersome. So now it streamlines

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this process. So I'll just register a sample, member here.

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And this is how it works on other websites as well. So I'll create my profile,

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and it's now registering me as a new member, and I can click to continue.

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And instead of sending me to my member dashboard and then I have to figure out where I was, I'm still on the same page.

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We can see that I am logged in here and I can continue with my action to buy now and I'll be prompted to simply enter a credit card now which is how everyone would be, what everyone who's already logged in would be presented with.

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So this saves a few steps.

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Let me show you where you can enable this, and also let me show you one more place,

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where you would kind of, where this would happen. Let me log out again,

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and let me just do a search.

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So let's say I was on a search results page, and I went to a member's profile,

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and I wanted to click the like button. So I'm not logged in in order to store favorites.

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I need to have some type of an account on the website.

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So again, I would do the member registration

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and it would register me and reload the same page so I could quickly continue with the action that I was in the middle of doing.

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So a lot more efficient here.

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So the advanced setting here, I'll show you where it is. We can start on the dashboard area here.

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We're gonna go to settings

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and advanced settings.

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And I think if you just search for Express,

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here it is. The first one here, reload same web page after express member registration.

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So by default, this is off for everyone.

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And if you're watching this and you want it to behave in the way that I just shared,

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you're gonna want to go ahead and turn this on and click save your changes.

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So pretty simple, pretty straightforward there, and should streamline the registration, the express registration process for those visitors.

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This next one here we did post earlier in the Facebook group. It was big news.

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It's been highly requested.

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The ability to enter widgets

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shortcode,

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into the front end text editors,

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for example the blog articles or any other text editors where the website admin has access

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to edit. And I'll show you a few example of these. So the reason this wasn't enabled before is

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widgets can have custom HTML,

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custom CSS, custom JavaScript.

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You don't really want your members to enter widget shortcode into the text editors,

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and you as the website

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owner also you don't want to have any user errors where you're putting

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a incorrect widget into a blog article for example.

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However if you know what you're doing, this could leverage a lot of possibilities with what you can put into

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your blog articles and other post types, where you have access to do this.

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So first let me show you, what this allows you to do, and then I'll show you how you can enable this on your website because also like the Express member registration,

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it's set to off in in the default settings, so we're gonna want to enable it.

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So first, let me log in as

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a, someone who has the ability to publish blog articles on this site.

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So this subscription

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is the admin blog author.

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Let me search for a member here. Here we go. Let me log in as this member,

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and we can go to blog articles,

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and I will edit this sample blog article we have here.

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So what this would allow you to do,

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if we go to our widgets

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So before you would just be able to enter text and images and some embed code here like a YouTube video and such into the blog article, and that's pretty much it.

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That's pretty standard,

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for tools that let the members add content to to the site.

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So in this case, I created a custom HTML widget. I just called it random text.

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Let me just show you what I entered into here.

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This could have HTML,

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CSS, JavaScript.

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In this case, I just wrote this as some random text and repeated that over and over again.

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What I can do is widget equals,

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and random text. That's the short code for that, and I'll go ahead and drop that in here.

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Again, this can include

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HTML, JavaScript, CSS. I'll just go ahead and save the changes.

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Okay. And now we can view the post,

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and we can see here exactly what is written in that custom widget is rendering in the blog article.

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Now this can be married with, the text and part of your blog article, it can be embedded in the middle of your paragraphs at the end,

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etcetera, etcetera,

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but now you have the ability to do that. Let me show you where the advanced setting is for that.

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If we go to settings and advanced settings,

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and if we just search for a shortcode, that should get us there pretty quickly. Here it is.

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Allow widget shortcode in front end. This is the advanced setting

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that we're gonna wanna turn on. By default, it's turned off,

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but if you enable this into your blog post, you'll be able to enter the widget shortcode.

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Alright. The next one here is related to the member cover photo image.

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If you do have this add on, you can now set a default cover photo image similar how you could have a default member profile,

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or default logo as well. You can now sell set a default cover photo image.

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Let me show you what that means and how that would work.

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So if you have the add on and let's go to that add ons page first.

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So if we search for

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cover photo and this allows

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a member to and the picture is gonna be self explanatory here, to add a larger cover photo at the top of their member profile.

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So they can go ahead and add one. If they don't add one, it would remain empty there.

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However, now in your general settings under branding

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images,

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you can set a default member cover photo here.

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In this case, I quickly grabbed just a banner of a Mailchimp. However,

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you might wanna put something generic,

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or something just to fill the space, and it would look something like this.

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So you don't necessarily wanna put an ad here because it's not clickable.

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It's just a cover photo image at the top of a profile,

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but you might wanna put something here that says something positive about the website

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or encourages the member to upload a cover photo such as profile incomplete, please add a cover photo if they see that on their public profile page they're gonna be incentivized to wanna add, that cover photo or, you don't need to use this at all.

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You can just leave it blank.

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And if the member doesn't add a member profile cover photo, it will just an image will not display there anyways.

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Alright. This one is more of,

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quality of life. You can now search in the manage posts area of the admin

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by the post ID number. If you know the post ID number of, something you're trying to reference,

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this could make it a lot easier to find what you're looking for.

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So this would be under the my content area

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under manage posts.

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And I'll just quickly show you an example. So,

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this is a webinar test,

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and we can see here the ID is 57 and I'll just go ahead and type in 57 here

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and it's went ahead and,

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filtered for that. If something else has that number in it, it would show it as well.

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Let's search for 58.

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In this case, we could see this is the only post that has an ID of 58 anywhere, listed in it in the create date, a start date, or anywhere else.

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So now you can search by the post ID number.

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Alright.

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And lastly, another quality of life in the widget manager of the admin area in the toolbox, you can now filter between your enabled and disabled widgets.

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I'll show you where that is. That would be in the toolbox area under widget manager.

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And here you can select the status. You can see all your enabled widgets.

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We see those here or all your disabled widgets.

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So this can be helpful if you're trying to troubleshoot an issue,

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and you have a long list of customized widgets.

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You could quickly find ones that are enabled or disabled if you're trying to disable or enable them all, or a specific one.

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You can now utilize this filter here.

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Alright. And coming soon, we've covered this in previous webinars.

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It's now in beta for our internal team to use. We're doing some testing,

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but later in August, hopefully by the end of the month, the ability to, improve your email deliverability through domain authentication

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should be released. It will be a new domain manager

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section for everyone.

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This has also been a big one, the ability for admins only to edit the member input fields.

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So there are some fields maybe that you add to the member profiles

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and only you the admin want the ability to edit those special fields not the members.

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That will be released soon as well.

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Also a new UI and design for sending and scheduling newsletters

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as well as tons more features around speed, security, and as well as quality of the life features are coming down the line as well.

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So let's continue. We have an amazing tip of the week.

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The first release of the Brilliant Directories API has now been released. If you're a developer,

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you can work with the API directly.

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But for beginners and novices, you can use simple tools such as Zapier

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for the ability to import data into your website and this first iteration allows you to create member records

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into your site. So you can use forms and surveys and feeds to create new member records into

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your Brilliant Directories

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website.

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In this example, we're going to show you how to utilize Google Forms.

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And, David, I'm very excited about this.

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If it's alright with you, may I pass it over and you can kinda take us through, the ins and outs of this new update for us?

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Absolutely.

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This is a long awaited

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update and feature

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that we're pushing here today with the API release.

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As Jason mentioned,

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what you can do with it right now

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is create new member records from external sources. So this is as of August

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2022.

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In the future updates,

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external sources

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can read member data from your database,

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update existing member data, as well as delete member records.

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So, right now, we can only create new members

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on our BD website from external sources.

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In the future, we'll be able to edit and delete member records,

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And then, past that, we'll be able to do the same with member leads, member reviews,

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as well as all of the different kinds of posts that you have on your website.

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So, one of the most requested ways to utilize this would be to import

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property

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listings.

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So, there's a lot of functionality and this really kind of opens the floodgates in terms of the possibilities

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with where you get your website data from and how you can manage your data. Yeah.

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And the term API can be a little daunting for some people. It it definitely is,

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something that developers and coders,

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will want to use directly.

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However, there are intermediary

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tools such as Zapier,

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which make this a point and click situation.

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So without doing any coding at all, all the magic and benefits of creating member records in this example

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can be done without any coding required. So it's really super cool.

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And once you get just get over that simple hurdle of knowing how to use Zapier,

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this becomes super easy for everyone.

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Absolutely. And so continuing on with that theme with webhooks,

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you know, we've talked a lot about webhooks and we've done a few different

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tips of the week video tutorials on how to utilize webhooks

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to increase the functionality and automate some workflows on your Brilliant Directories website.

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So, let's briefly talk about what the difference is between the Brilliant Directories API and webhooks.

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When would you use either one?

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So, when we're talking about the BD API, again, right now this would be used

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to create member records on your BD website from external sources.

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So, you can create and use an API key

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to do that. You don't need any webhook

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for this.

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If you remember or if you've watched our, previous videos with regards to webhooks, you know that when you create a new workflow, you copy a webhook URL and then you paste that webhook URL

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into your,

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website's admin area. So, you wouldn't need to do that in this case.

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However,

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you can still

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use the API key with platforms like Zapier.

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However,

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for developers,

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you can use the API,

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totally independent from

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Zapier, Pavly, things like that. So, there's a lot more functionality

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for developers. However, you don't need to know any sort of coding.

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You don't need to have any background in utilizing APIs.

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All of it can still be used through platforms like Zapier.

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So, when would you want to use webhooks?

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Well, you would still wanna use webhooks

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when you're wanting to export

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data from your Brilliant Directories website

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to external platforms. So, same as we showed in our previous tips of the week,

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exporting data and taking that data, sending it over to some other platform or service.

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Right now, you would still want to use webhooks to do that.

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And this will all, I think, make a little bit more sense,

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as soon as we get into our example showing you how this actually works in practice.

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But, real quick, first, let's go over some use cases. So, this might help, get you in the mindset

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of when the API would be utilized and how it can really improve and expand the functionality

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of your website and how you manage your data.

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So, again, current use case examples, this is keeping in mind that right now, August of twenty twenty two,

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we can only

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create new member records from external sources.

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So, you can create a member record when somebody submits a form on an external website.

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You can also utilize

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third party forms, and survey platforms like SurveyMonkey

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to create member records. So you can actually create forms

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through other services and other platforms

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that are totally dedicated to forms.

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So, they might have a lot more functionality and options for you to play with.

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And, you can direct

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website visitors or individuals or businesses

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to those other forms that you create with these other services.

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They can fill out those forms and that will automatically create a member account for them on your Brilliant Directories website.

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So, looking

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down the line in the future as we implement more features, with the API.

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Like I mentioned, you'd be able to do things like importing property listings

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from MLS data. I know this is a really popular

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use case and request that we've gotten. You can also import and manage leads

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that are acquired from external sources. Again, maybe this is from a form that was created using a,

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a different platform, a different service that's

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located on some other website, but you still wanna bring those leads into your Brilliant Directories website and send them to your members.

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You can also import

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member reviews from external sources.

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You can also keep member data up to date

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based

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on the member's info from external sources.

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So maybe your members, you know, if if you have a business directory, maybe the businesses have information listed

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on third party websites or somewhere else.

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You could keep member data up to date if, you know, they update their information

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on,

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say, one of your other online properties.

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You can also send website data to external sources for further processing storage, things like that.

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The the possibilities are really endless here,

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Especially, if you're working with a developer or you are a developer,

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you can utilize

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the Brilliant Directories API key with, any platform really that you have access to.

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So, this is really exciting and it really opens up the possibilities with what you can do with your site and how you manage and acquire your data.

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So, now, let's see this in action.

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We're going to be automatically creating a member account from a Google Form submission.

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So, pretty simple use case, but you should be able to understand

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how this will work in practice.

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Just some quick things to note, some required form fields because, again, we are creating

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essentially member accounts

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on our BD site. So we will need to, have an email, a password, and a subscription

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ID for these member records. But other than that, it's a pretty simple process.

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Jason, if you wanna take it away and and walk us through this.

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Absolutely.

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Super exciting here.

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In this case, we're using one of the simplest form makers, which would be Google Forms.

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You can use any type of form creator type form, Jotform, Ninja Forms, WordPress forms,

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anything, really.

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But in this case, we're using

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the free and very basic and simple tool, Google Forms,

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and we created a form called become a member.

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We made the email field required.

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That's a setting in the Google form.

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And in this case, we're just asking for three pieces of data, their first name, last name, and phone number.

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However, if we go back to the slide as David mentioned, the only thing that's required is to set an email address, a password, and a subscription ID.

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So if we really wanted to in this Google form, we could just set,

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the email address.

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The password, Google forms is super basic and it doesn't really have ways to, like, do password setup.

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So we're going to use Zapier,

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to create a temporary password for the user and share that with them, in their email.

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But if Jotform or Typeform or another solution has a a field type for creating passwords,

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that would be ideal.

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And also the subscription ID is the membership plan that this member is going to be registered to.

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We're going to also manually set that in the Zapier workflow.

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We don't want the member to choose this the plan that they're joining in this case.

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You could expand that later, but in this example, we're just gonna set them to,

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the subscription ID three, membership plan three. So we created this Google form.

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Some settings with this Google form, we went to the settings area.

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We're going to collect the email address.

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We just had a personal preference to send the responder a copy of their response is off.

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Requires sign in, like a Google sign in, we turn that off so they don't have to sign into a Google account just to fill out this form.

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And also in the presentation

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section,

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we did add a simple custom message. Again Google Forms is super basic.

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It doesn't let you redirect the user

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to a thank you or success page. Perhaps one of those other solutions like Zoho forms or Typeform

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would allow you to do that.

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In this case we're instructing the person to check their email for our welcome kit, and we did include that in this workflow.

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We do send the person,

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a welcome email after they fill out this Google Form.

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And also just an additional one, disable auto save for all respondents.

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We turn that on that.

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We noticed with Google Forms that also didn't ask them to sign into their Google account just to fill in this form.

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So those are just some settings that we set up.

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Oh, lastly, in this default section under under Google Forms,

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under form defaults, we did enter,

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collect email address by default. This Google Form is going to ask them for their email address.

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And what does this Google Form look like? Because these are all the settings for them,

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00:24:43.380 --> 00:24:46.360
it looks something like this. I'll go ahead and refresh this page.

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This is a Google form.

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You can share this link and have people register but what's also cool is you can embed this form on any number of other websites that you may manage

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and have people sign up to your site using this form which can be embedded on other websites that you manage.

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It doesn't have to now only be your Brilliant Directories

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website.

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So this is the form and we even took it a step further

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and we did take the embed link. So if we click send

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and you can get the embed code just like a YouTube video embed.

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We copied this

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and we did embed it on a landing page on our website.

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So this is our webinar demo website and we can see here we created just a very simple landing page and here we can see that that form is right here.

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And we can see it's not asking us to log in to our Google account because we turned those settings off.

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So why don't we go ahead and let me log out of here,

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and let's create a sample member. Let's go to our search members page in the admin area here.

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And you can see we've been doing some tests,

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00:25:58.135 --> 00:26:05.035
but let's, go ahead and do a sign up right now. We could see the current member is member 117,

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00:26:05.590 --> 00:26:12.650
And let's sign up on the website here, and then we'll go into Zapier and show you how we created the workflow for this connection,

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now that we've created a Google Form.

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00:26:16.310 --> 00:26:18.970
So I'll just go ahead and refresh this page one more time,

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00:26:19.865 --> 00:26:23.725
and, we'll just do jason11@jason.com.

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And the first name is Jason.

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00:26:27.065 --> 00:26:29.004
Hallucim and three one o.

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00:26:30.504 --> 00:26:32.684
Okay. And we'll submit that.

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00:26:33.220 --> 00:26:37.139
And we can see here it says, welcome to our community. Check your email for our welcome kit.

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00:26:37.139 --> 00:26:42.919
Now I I have to admit it is a little underwhelming, the success message, but, again, this is basic,

385
00:26:43.220 --> 00:26:44.120
Google Forms,

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00:26:44.500 --> 00:26:46.679
so they really don't do anything fancy.

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00:26:47.295 --> 00:26:51.955
But now if we come to the admin area, we see the ID was 117.

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00:26:53.215 --> 00:26:56.015
Okay. Here we go. Member 118,

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00:26:56.015 --> 00:26:59.935
and here's that phone number I put, 310555555.

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00:26:59.935 --> 00:27:03.530
So a member record has been created now,

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00:27:04.070 --> 00:27:09.770
onto the site. This can also work with Google Sheets, and any other of the form or survey

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00:27:10.070 --> 00:27:10.470
monkey.

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00:27:10.470 --> 00:27:16.730
Anywhere where you can get people to fill out a form, you can now add them as member records onto your site.

394
00:27:16.865 --> 00:27:18.965
So let's take a look at what we did,

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00:27:19.585 --> 00:27:22.965
in Zapier and we've covered this in previous webinars.

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00:27:23.025 --> 00:27:28.005
Zapier basically lets you string together several different types of solutions and platforms

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00:27:28.305 --> 00:27:29.845
and they can share information

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00:27:30.545 --> 00:27:31.845
between each other.

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00:27:32.360 --> 00:27:37.340
So just looking at it from a broad perspective here, we can see in this workflow,

400
00:27:38.040 --> 00:27:41.980
we have the Google form which I created. So that's synced up here at the top.

401
00:27:42.600 --> 00:27:43.660
Zapier has

402
00:27:44.280 --> 00:27:50.085
a number formatter tool. So what we created was we generated a random six digit password,

403
00:27:50.625 --> 00:27:53.985
which is what we send them in their email after they sign up.

404
00:27:53.985 --> 00:27:57.284
So the user doesn't have to enter a password because Google forms,

405
00:27:58.144 --> 00:28:00.385
frowns on entering passwords and things like that.

406
00:28:00.385 --> 00:28:06.250
I understand why, but they don't have a dedicated password field type, in the Google Forms tool.

407
00:28:06.630 --> 00:28:13.770
So we create a random six digit number, and then we connect all that data, and we tell it to create a user

408
00:28:14.434 --> 00:28:18.054
in Brilliant Directories and we create an API key and

409
00:28:18.515 --> 00:28:21.655
we have it share that information to create a user,

410
00:28:22.995 --> 00:28:24.695
choose an account. We provide

411
00:28:24.995 --> 00:28:28.695
the domain name and I'll show you how to generate an API key.

412
00:28:28.990 --> 00:28:31.570
And then the setup action, which is basically

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00:28:32.510 --> 00:28:39.409
from that Google form, what information should be mapped under the newly created user on the Brilliant Directories website.

414
00:28:39.470 --> 00:28:43.490
So you can ask a hundred questions on that custom sign up form.

415
00:28:43.735 --> 00:28:46.554
You can ask one question just the email address,

416
00:28:47.014 --> 00:28:57.390
and you can even have custom fields and conditional fields if you're using tools like Typeform or Jotform and you can get a lot more specific as to how the sign up experiences

417
00:28:57.850 --> 00:29:01.070
for users, utilizing those other form solutions.

418
00:29:01.770 --> 00:29:05.150
In this case, very simply, we have the first name, the last name.

419
00:29:05.530 --> 00:29:09.390
The email address is mapped. The phone number field is mapped,

420
00:29:09.725 --> 00:29:12.785
and there are two other things that we wanna set here.

421
00:29:13.565 --> 00:29:19.025
So the active field is the account status after someone fills out the form.

422
00:29:19.485 --> 00:29:23.279
The number two represents that it's going to be an active account status.

423
00:29:23.279 --> 00:29:26.580
So when someone fills out the form, their account will automatically

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00:29:26.880 --> 00:29:39.355
be set to active, which is perfectly safe for a like a general user type of account or a visitor who just needs an account to do things like bookmark their favorites and things like that.

425
00:29:39.355 --> 00:29:41.615
So two would be an active account,

426
00:29:41.915 --> 00:29:47.295
one would be inactive account. So if you want people to register but not have an active account,

427
00:29:47.675 --> 00:29:53.295
you would wanna set this manually to one. In this case, we're manually setting it to two.

428
00:29:53.890 --> 00:29:57.110
And then also, you wanna define the subscription ID

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00:29:58.050 --> 00:29:58.550
here.

430
00:29:58.850 --> 00:30:06.470
Now if you're using a form where the the member is kinda choosing their own subscription ID or what plan they're signing up to, this can be dynamic.

431
00:30:07.215 --> 00:30:10.595
In this case, I've hard coded it and I've set it to three.

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00:30:10.815 --> 00:30:16.115
So anyone who's getting created using this workflow is gonna be membership plan number three.

433
00:30:16.255 --> 00:30:23.970
And on this website, I think it's called the local business listing, but you probably want them to be a general user or another free account type,

434
00:30:24.510 --> 00:30:29.330
on your website. So this can be dynamic or you can set it, the subscription ID,

435
00:30:29.710 --> 00:30:30.370
to three.

436
00:30:30.990 --> 00:30:32.210
And the password

437
00:30:32.764 --> 00:30:35.565
is going to be set to that output that we created.

438
00:30:35.565 --> 00:30:39.105
This sounds a little confusing here, but if we scroll back up

439
00:30:40.924 --> 00:30:44.384
to the workflow here, so they fill out the Google form.

440
00:30:45.020 --> 00:30:50.720
And then Numbers in Formatter. This is a tool from Zapier. And basically, what I'm having it do

441
00:30:51.260 --> 00:30:57.659
is pick a random number between a 999,999,

442
00:30:57.659 --> 00:31:01.044
which is going to generate a random six digit number,

443
00:31:01.424 --> 00:31:05.684
and this is going to be the temporary password, the six digit code,

444
00:31:06.304 --> 00:31:12.325
that we're going to assign to users. So what you would choose is, numbers and formatter by Zapier,

445
00:31:12.990 --> 00:31:16.530
and spreadsheet style formula and random between

446
00:31:16.990 --> 00:31:25.330
these two numbers here and it will generate a random six digit number and that's what we're gonna set as the temporary password for the user.

447
00:31:25.485 --> 00:31:34.625
You might have other methods you wanna you might wanna have them enter their password on the third party form that they're entering, but this is the route we took with Google Forms.

448
00:31:35.245 --> 00:31:36.705
And then we use this,

449
00:31:37.325 --> 00:31:42.919
whatever random number is generated here, and we set that as the password field.

450
00:31:43.460 --> 00:31:47.799
Password field is the output, the random six digit number from there.

451
00:31:48.980 --> 00:31:53.620
So this creates the, the BD user on your website. We can continue to scroll down.

452
00:31:53.620 --> 00:31:58.794
You can see all the different fields that you can have filled out or manually set by you

453
00:31:59.255 --> 00:32:04.695
and then what we're doing is we're sending an email using Zapier's send outbound email tool.

454
00:32:04.695 --> 00:32:08.070
Now you can have this come from Zapier's email tool.

455
00:32:08.149 --> 00:32:17.590
You can use Zapier to send a Gmail or, an email from your Mailchimp or another third party platform or any other email you have control over.

456
00:32:17.590 --> 00:32:19.690
We just use the simplest one here.

457
00:32:19.990 --> 00:32:25.445
And what we're doing is we're sending an email that says, Hi, first name. Welcome to our community.

458
00:32:26.385 --> 00:32:31.745
And we just say, you can use the login link here. Here's your username and temporary password.

459
00:32:31.745 --> 00:32:38.385
We put the variables in this email, and we even let them know that they can reset their password anytime with this link here.

460
00:32:38.385 --> 00:32:40.200
So really simple email,

461
00:32:40.500 --> 00:32:45.480
and it says, please feel free to reach out if you have any additional if you need any additional assistance.

462
00:32:46.500 --> 00:32:51.880
And we put a reply to email here, in this case, events@brilliantdirectories,uh,.com.

463
00:32:52.100 --> 00:32:54.279
And that is really the end of

464
00:32:54.605 --> 00:32:55.825
the workflow here.

465
00:32:56.445 --> 00:32:59.345
And the trick here is when you're going

466
00:33:00.045 --> 00:33:04.225
to create the user in Brilliant Directories, I'm actually going to save and exit.

467
00:33:06.045 --> 00:33:09.425
I'm gonna quickly reconstruct this just to show you the steps.

468
00:33:09.559 --> 00:33:16.040
I'm gonna skip the number formatter step, and I'm gonna show you how you can sync your Brilliant Directories site into a Zap.

469
00:33:16.040 --> 00:33:17.419
So let's create a Zap,

470
00:33:19.880 --> 00:33:23.260
and I'll continue using the Google Forms example.

471
00:33:24.554 --> 00:33:28.955
We can just search for forms here and we can see how many different form solutions they have.

472
00:33:28.955 --> 00:33:30.894
Gravity Forms, WordPress Forms,

473
00:33:31.195 --> 00:33:35.215
Zoho Forms, all of these would work just the same. We'll stick with Google Forms.

474
00:33:36.554 --> 00:33:39.855
So a new form response, basically a new form submission.

475
00:33:40.290 --> 00:33:45.010
And they're gonna ask you to, sync your Google account. In this case, I'll do,

476
00:33:45.410 --> 00:33:48.150
the form the most newest form that I created.

477
00:33:48.690 --> 00:33:52.150
And it's gonna ask you which form, the become a member form.

478
00:33:53.250 --> 00:33:55.270
Okay. Great. We can test the trigger,

479
00:33:59.785 --> 00:34:02.825
and it's gonna get the last response. We found a form response.

480
00:34:02.825 --> 00:34:07.005
This is the last one that was filled out. So now we can do the next action.

481
00:34:07.385 --> 00:34:11.300
So in that I'll I'll just do the, the formatter step, actually. So,

482
00:34:11.920 --> 00:34:15.699
if we click on format, this is how it created the temporary password.

483
00:34:16.400 --> 00:34:17.140
The event,

484
00:34:17.840 --> 00:34:18.900
I chose numbers,

485
00:34:20.960 --> 00:34:23.460
and I continued. And then the setup action,

486
00:34:25.905 --> 00:34:30.465
I did spreadsheet style formula, so I can use kinda spreadsheet codes to create something.

487
00:34:30.465 --> 00:34:32.465
And it says to put the formula in there.

488
00:34:32.465 --> 00:34:38.725
So it's going to be a random number between one hundred thousand and nine hundred ninety nine ninety nine thousand.

489
00:34:39.410 --> 00:34:40.230
So we'll go ahead and and

490
00:34:40.850 --> 00:34:41.590
we'll continue,

491
00:34:43.810 --> 00:34:47.090
and we'll test and review. We'll see if this is working. Okay.

492
00:34:47.090 --> 00:34:52.469
It gave us a random output, so this will be the temporary password value that we use for the members.

493
00:34:53.255 --> 00:34:56.795
And now we want to connect our Brilliant directory site. So

494
00:34:57.255 --> 00:35:00.155
if we click on plus, we can search for Brilliant.

495
00:35:00.615 --> 00:35:05.035
And right now, it's in beta mode because it's so new, but everyone should be able to use this.

496
00:35:07.410 --> 00:35:11.510
The event we want to do is create user. There'll be a lot more events

497
00:35:12.210 --> 00:35:13.270
later this year.

498
00:35:14.610 --> 00:35:16.550
It's going to ask us to choose an account.

499
00:35:17.330 --> 00:35:20.630
Let's connect a new account. This is what you'll want to do.

500
00:35:21.485 --> 00:35:27.485
So it says enter the website URL and your API key. So the website URL is pretty easy.

501
00:35:27.485 --> 00:35:29.025
We'll just go to visit website,

502
00:35:30.125 --> 00:35:32.685
and you want the URL of your site.

503
00:35:32.685 --> 00:35:36.865
If you change the URL of your site at any point, you're gonna need to reconnect this.

504
00:35:37.950 --> 00:35:44.110
However, we can come here and enter the website URL here, and then it's asking for an API key.

505
00:35:44.110 --> 00:35:48.369
And this is what is new. So we can go ahead and generate an API key

506
00:35:48.670 --> 00:35:54.545
now. Let me show you where you can do that. From the dashboard area, we wanna go to developer hub,

507
00:35:56.605 --> 00:35:59.185
and here we wanna click on API key.

508
00:36:01.645 --> 00:36:07.520
And now that we're here, we can generate multiple API keys. In this case, we'll do generate API key.

509
00:36:07.520 --> 00:36:10.900
We can give it a nickname. We'll call this webinar demo.

510
00:36:13.280 --> 00:36:17.780
Here is the API key. It will only display once to you. If you ever need

511
00:36:18.135 --> 00:36:22.635
to reuse the API key, you're going to want to generate a new one once again.

512
00:36:22.855 --> 00:36:24.395
We can go ahead and copy this

513
00:36:25.015 --> 00:36:25.835
to the clipboard,

514
00:36:26.695 --> 00:36:30.075
and we'll see here now we have two API keys webinar demo.

515
00:36:30.810 --> 00:36:37.950
If we come back here, we wanna paste this API key in here, and it's gonna see if it can make a valid connection with the domain and the website.

516
00:36:42.570 --> 00:36:43.870
If we come back here,

517
00:36:44.964 --> 00:36:48.025
it looks like it was connected successfully, so we'll go to continue.

518
00:36:48.325 --> 00:36:49.925
And now it's the setup action.

519
00:36:49.925 --> 00:36:59.865
As I explained before, you can start mapping data, between the Google form and the values that the member record is gonna have in your Brilliant Directories website.

520
00:37:00.320 --> 00:37:03.300
So in this case, the first name can be the first name,

521
00:37:03.680 --> 00:37:05.060
so on and so forth.

522
00:37:05.600 --> 00:37:10.080
The active status, we wanna set this in in my case, I wanna set this to two.

523
00:37:10.080 --> 00:37:12.100
These members are gonna be set as active.

524
00:37:12.640 --> 00:37:14.980
And then also an important one, the subscription

525
00:37:15.360 --> 00:37:15.860
ID.

526
00:37:16.855 --> 00:37:20.475
Oops. Let me do this. It's easier to use the search here. So subscription

527
00:37:21.095 --> 00:37:21.595
subscription

528
00:37:21.975 --> 00:37:25.915
ID, the membership plan, I wanna set all these people who are filling out this form,

529
00:37:26.375 --> 00:37:30.235
to be set to three, which is the, the free sign up plan.

530
00:37:30.770 --> 00:37:32.950
And then lastly, the password field,

531
00:37:33.970 --> 00:37:41.190
I wanna set this to be the randomly generated number from here, the output of the numbers in Formatter by Zapier.

532
00:37:42.945 --> 00:37:47.285
So I can just go ahead and scroll all the way down. Lots of fields you could have here. Continue.

533
00:37:48.785 --> 00:37:49.985
And I can add another,

534
00:37:50.385 --> 00:37:51.205
field here.

535
00:37:51.585 --> 00:37:55.605
So we can do, Gmail and send an email for my Gmail.

536
00:37:56.305 --> 00:37:57.445
We could do Mailchimp.

537
00:37:58.100 --> 00:38:02.900
I don't know if they have a send out email thing, but there are a ton of email tools here.

538
00:38:02.900 --> 00:38:06.360
Email by Zapier is the most basic one, and it will send an email

539
00:38:06.740 --> 00:38:08.680
to the new person who signed up,

540
00:38:09.700 --> 00:38:11.480
in the example that I sent.

541
00:38:11.994 --> 00:38:14.494
So let's do one more sign up

542
00:38:15.515 --> 00:38:16.815
just to show you guys.

543
00:38:16.955 --> 00:38:23.835
Let me refresh this page, and let's actually see me getting the email from Zapier in this example here.

544
00:38:23.835 --> 00:38:24.335
So

545
00:38:24.670 --> 00:38:29.890
let's sign up. We have a sample email here, jasonmoore99@gmail.com.

546
00:38:32.590 --> 00:38:33.090
Okay.

547
00:38:33.950 --> 00:38:35.230
And (310)

548
00:38:35.230 --> 00:38:37.250
555-5555.

549
00:38:39.225 --> 00:38:41.325
Okay. It says welcome to our community.

550
00:38:42.585 --> 00:38:47.085
Let's go to the search members page. Let's see when that member is going to be created.

551
00:38:48.985 --> 00:38:53.405
Let's go back. Let's discard this draft. Let's go to the other one I had before.

552
00:38:55.920 --> 00:38:58.420
The other Zap, we can see the history of it.

553
00:39:01.599 --> 00:39:04.500
Here we go. Become a member, Google Forms.

554
00:39:07.535 --> 00:39:12.115
This is member ID 118. Let's see if member 119 is here now.

555
00:39:15.775 --> 00:39:16.675
Still processing.

556
00:39:17.215 --> 00:39:19.875
What's cool about the Zaps is you can see the history

557
00:39:20.520 --> 00:39:22.700
and see what's being processed still.

558
00:39:24.680 --> 00:39:27.740
Okay. This one says it was stopped. Let's find out why.

559
00:39:29.400 --> 00:39:35.500
Okay. This is great. So jason more ninety nine is already an email in the system, and

560
00:39:35.805 --> 00:39:38.464
the advanced setting to allow duplicate emails

561
00:39:39.005 --> 00:39:43.345
is not enabled on that website. So it will prevent duplicate email sign ups

562
00:39:43.724 --> 00:39:47.984
onto the site. Again, Google Forms is very basic. It's just gonna do the submission,

563
00:39:48.605 --> 00:39:51.025
but perhaps with a type form or a Jotform,

564
00:39:51.640 --> 00:39:56.700
you can check the database to make sure that, an email doesn't already exist that's being submitted.

565
00:39:57.160 --> 00:40:00.460
Let's go ahead and search for that email address here.

566
00:40:03.335 --> 00:40:05.194
And, yeah, there is a record here,

567
00:40:05.815 --> 00:40:11.194
member number 42. Let's go ahead and delete this person and do that process one more time.

568
00:40:16.210 --> 00:40:17.170
So that's really good.

569
00:40:17.170 --> 00:40:21.750
If something doesn't get processed, it will show you where it gets stopped in the Zapier workflow.

570
00:40:23.890 --> 00:40:29.010
Alright. Let's refresh this page now. So we've removed that email address from the database record.

571
00:40:29.010 --> 00:40:30.550
Let's do it one more time.

572
00:40:35.825 --> 00:40:37.525
Okay. Set the name to Jason,

573
00:40:41.665 --> 00:40:43.125
and we'll submit that.

574
00:40:44.545 --> 00:40:45.445
Okay. Great.

575
00:40:48.440 --> 00:40:49.660
Oh, here's the new record.

576
00:40:50.200 --> 00:40:51.660
ID number 119.

577
00:40:51.880 --> 00:40:56.920
The email is still here. Let's go back to search members. It did process that. Let's rerun this.

578
00:40:56.920 --> 00:40:58.460
Let's hit refresh again.

579
00:40:59.484 --> 00:41:01.984
There we go. Success. This was the one that was stopped,

580
00:41:02.525 --> 00:41:04.865
and this one went through the whole process.

581
00:41:05.645 --> 00:41:08.865
The whole thing was success. Even sending the email out,

582
00:41:10.605 --> 00:41:15.970
sent one new outbound email, and I have an email here. It's looking for emails.

583
00:41:16.350 --> 00:41:20.530
So this is that email that went out to the member. It says, welcome to my new website.

584
00:41:21.310 --> 00:41:26.145
You can log in below. Here's your temporary password and so on and so forth. Looks like I

585
00:41:26.625 --> 00:41:27.765
processed this twice.

586
00:41:28.305 --> 00:41:31.025
However, we can see here that we have the ability to send an email.

587
00:41:31.025 --> 00:41:39.505
Again, this is the most basic stuff you can do with this, and all of it was done with just a few clicks without any coding really to set this up.

588
00:41:39.505 --> 00:41:41.925
Just a lot of, pointing and clicking.

589
00:41:42.520 --> 00:41:45.800
And if you guys have questions on this, please ask in the Facebook group.

590
00:41:45.800 --> 00:41:53.100
We'd love to help you guys get this set up using third party tools and solutions and other survey and form platforms out there.

591
00:41:53.640 --> 00:42:02.005
And, yeah, what's really cool is I'm seeing this the ability to have registration forms on other website properties that you might have and even

592
00:42:02.545 --> 00:42:14.079
Facebook ads and Google ads now have the ability to collect and LinkedIn ads have the ability to collect or have somebody fill out a lead form on your site so you can have them register

593
00:42:14.460 --> 00:42:17.440
to the website directly from an ad click potentially

594
00:42:18.220 --> 00:42:21.045
right through Facebook, LinkedIn, or Google ads.

595
00:42:21.285 --> 00:42:23.944
Those are newer things that I've seen with those platforms,

596
00:42:24.325 --> 00:42:25.065
but again

597
00:42:25.365 --> 00:42:31.224
the ability to submit data using or create member records from third party sources and feeds

598
00:42:31.684 --> 00:42:33.865
is now available which should unlock

599
00:42:34.244 --> 00:42:35.900
a wealth of functionality,

600
00:42:36.520 --> 00:42:39.579
and the ability to grow your communities a lot faster.

601
00:42:40.200 --> 00:42:44.680
The next things that we're excited to see is the ability to create member leads into your system.

602
00:42:44.680 --> 00:42:47.099
So again, if you have those third party forms,

603
00:42:47.454 --> 00:42:52.755
you can have lead forms on other websites and have them feed into your Brilliant Directories website

604
00:42:53.135 --> 00:42:58.194
as well as data posts such as blog articles, RSS feeds, property listing feeds.

605
00:42:58.335 --> 00:43:01.075
We'll see those in the coming months coming soon,

606
00:43:01.470 --> 00:43:04.690
but for right now, you can create member records onto

607
00:43:04.990 --> 00:43:05.730
your website.

608
00:43:06.350 --> 00:43:11.970
And given the fact that we had some technical difficulties with the audio today, I think we can go ahead and skip,

609
00:43:12.270 --> 00:43:13.570
the questions and answers.

610
00:43:14.065 --> 00:43:17.845
Great tip of the week here. The b BD API phase one is officially,

611
00:43:18.225 --> 00:43:21.985
released. And, yes, we do invite you guys to join us in the Facebook group.

612
00:43:21.985 --> 00:43:25.745
You can head on over to brilliantdirectories.com/Facebook.

613
00:43:25.745 --> 00:43:31.860
We'll get the replay up on our YouTube channel. Please subscribe, brilliantdirectories.com/YouTube.

614
00:43:31.860 --> 00:43:35.720
On behalf of myself, David, and the entire Brilliant Directories family,

615
00:43:36.020 --> 00:43:37.300
great to be with you guys.

616
00:43:37.300 --> 00:43:42.180
The next webinar will be in two weeks, so have a great day and a brilliant week. Take care, guys.

617
00:43:42.180 --> 00:43:42.840
Bye bye.