WEBVTT 1 00:00:00.240 --> 00:00:05.540 Alright. Let's dive right into it. Welcome to another edition of webinar Wednesday. 2 00:00:05.600 --> 00:00:06.899 Hope you guys had a good 3 00:00:07.200 --> 00:00:11.040 last two weeks there. If this is your first time joining us, welcome. 4 00:00:11.040 --> 00:00:18.415 I am Jason there on the left, and we are lucky to be joined by David Rockland, the digital strategist here at Brilliant Directories. 5 00:00:18.955 --> 00:00:22.314 David, thanks for taking the time to join us today. Hey, everybody. 6 00:00:22.314 --> 00:00:24.555 So glad to be back with you all for another webinar. 7 00:00:24.555 --> 00:00:32.159 Like Jason said, we have a pretty short tip of the week, but one that I think will be really useful and interesting for, anybody who has a Brilliant Directories website. 8 00:00:32.159 --> 00:00:33.460 So looking forward to that. 9 00:00:34.079 --> 00:00:38.160 If you're not already part of our Facebook group, we welcome you with open arms. 10 00:00:38.160 --> 00:00:40.739 You can head on over to brilliantdirectories.com 11 00:00:41.155 --> 00:00:46.215 forward /facebook. It's a great way to keep the conversations going in between webinar Wednesdays. 12 00:00:46.355 --> 00:00:47.415 Lots of productive 13 00:00:48.035 --> 00:00:49.954 conversations and discussions going on there. 14 00:00:49.954 --> 00:00:56.214 People asking questions, people providing advice on how to grow their membership communities and also use the Brilliant Directories 15 00:00:56.940 --> 00:00:57.440 platform. 16 00:00:57.820 --> 00:01:04.220 So if you're not already a member, head on over to brilliant directories dot com forward /facebook and click on the blue join button. 17 00:01:04.220 --> 00:01:05.519 You can do that right now. 18 00:01:05.900 --> 00:01:10.000 And I do see a handful of new names and faces here, so welcome to the webinar. 19 00:01:10.315 --> 00:01:12.395 Just a little bit about webinar Wednesday. 20 00:01:12.395 --> 00:01:16.975 It's really a great way for us to not just not only connect with you, the BD community, 21 00:01:17.275 --> 00:01:22.015 but what we'd like to do is highlight and showcase some of the newer features built into the platform, 22 00:01:22.510 --> 00:01:25.710 especially the ones that can help you grow your community a bit faster. 23 00:01:25.710 --> 00:01:28.450 So we'll talk about things on how to increase traffic, 24 00:01:29.070 --> 00:01:30.689 converting visitors to members. 25 00:01:31.390 --> 00:01:34.530 My personal favorite is improving your website's navigation, 26 00:01:35.310 --> 00:01:39.975 finding ways to convert more people, getting them to do the actions you want them to take 27 00:01:40.354 --> 00:01:41.395 on your website. 28 00:01:41.395 --> 00:01:47.635 So if you have any questions on these topics or anything about your membership or Brilliant Directories website, please save them. 29 00:01:47.635 --> 00:01:50.935 We'll try to get to as many questions as we can in just a bit. 30 00:01:51.370 --> 00:01:51.610 Okay. 31 00:01:51.610 --> 00:01:57.470 And we have a small handful of BD lab updates to share, one of my favorite parts of the webinars. 32 00:01:57.530 --> 00:01:59.470 I'll dive right into these. 33 00:01:59.770 --> 00:02:04.509 The first one there is related to your transaction histories page in the finance section 34 00:02:04.855 --> 00:02:06.235 of your admin area. 35 00:02:06.695 --> 00:02:11.735 What you can do now is there are a handful of search filters there, and I'll I'll go there right now. 36 00:02:11.895 --> 00:02:16.395 But now you can select multiple billing cycles when you're searching for transactions. 37 00:02:16.775 --> 00:02:21.660 So let's take a look at what, what that looks like. Let's see here. Yep. Perfect. 38 00:02:22.200 --> 00:02:25.099 So what you can do now is there are a handful of 39 00:02:25.480 --> 00:02:35.045 filters at the top here, and what you can do is now before you could only select one, but if you wanted to see all your payments received that are monthly 40 00:02:35.505 --> 00:02:38.885 and annually only, you can now select those, 41 00:02:39.265 --> 00:02:43.905 so you can search for as many or as few billing cycles as you want. 42 00:02:44.145 --> 00:02:46.005 So that should be pretty helpful there. 43 00:02:46.590 --> 00:02:49.810 Okay. Now if you are on your homepage, 44 00:02:50.270 --> 00:02:55.730 have selected to display or stream, your recent members or members on your homepage, 45 00:02:56.270 --> 00:03:01.330 there are a few settings you can choose if you wanna display the view profile button there, 46 00:03:01.665 --> 00:03:05.905 If you wanna display their top level category, there is a new display option there. 47 00:03:05.905 --> 00:03:08.405 You can choose to display their short description. 48 00:03:09.025 --> 00:03:13.045 I think that actually is pretty nice, having their short description there on, 49 00:03:13.425 --> 00:03:14.165 the homepage. 50 00:03:14.600 --> 00:03:16.060 It's about a 70 51 00:03:16.120 --> 00:03:20.920 characters long, so it fits nicely there. I'll show you what we're referring to and, 52 00:03:21.240 --> 00:03:23.240 what that looks like. Okay. Perfect. 53 00:03:23.240 --> 00:03:30.615 So I'll actually go to the front end of the site, and we can see what this looks like, and then we'll show you in the design settings where you can edit that. 54 00:03:30.615 --> 00:03:31.115 So, 55 00:03:31.575 --> 00:03:33.835 on the homepage here, I just chose to 56 00:03:34.215 --> 00:03:37.755 stream, the recent members here, and we can see here it has their name, 57 00:03:38.135 --> 00:03:43.980 their profile photo, and and I've selected to include the short description here and their location. 58 00:03:43.980 --> 00:03:48.080 I've omitted or or decided not to display the view profile 59 00:03:48.380 --> 00:03:52.455 button just because personally, I wanted a a more a cleaner look here. 60 00:03:53.015 --> 00:03:56.375 And in this case, we're using the, the carousel slider, here. 61 00:03:56.375 --> 00:04:01.515 So this is a nice way to introduce visitors at some of your newest members or if you're showcasing, 62 00:04:02.215 --> 00:04:06.920 members of a specific membership plan. So let's take a look at these settings here. 63 00:04:06.920 --> 00:04:10.220 It's always good to revisit these even if we're all familiar with them. 64 00:04:10.600 --> 00:04:12.620 So this would be in the design settings 65 00:04:13.560 --> 00:04:15.260 under the homepage tab, 66 00:04:15.880 --> 00:04:16.380 and 67 00:04:16.760 --> 00:04:18.940 under the enable additional sections 68 00:04:20.085 --> 00:04:20.585 area, 69 00:04:21.045 --> 00:04:25.065 so in this case I just have one additional section I'm streaming on the homepage. 70 00:04:25.605 --> 00:04:27.545 I it's streaming members here. 71 00:04:28.005 --> 00:04:28.505 And 72 00:04:28.805 --> 00:04:34.585 with, all the options here, each one has its own set of settings. So I'll click on edit settings. 73 00:04:35.160 --> 00:04:38.200 And I'll just do a quick overview of some of the settings here. 74 00:04:38.200 --> 00:04:44.300 So you can, of course, choose the title you want to show above the section or you could make it blank. 75 00:04:44.520 --> 00:04:46.200 You can choose the title of the color. 76 00:04:46.200 --> 00:04:50.175 This is important in case you're using a background color for that section. 77 00:04:50.175 --> 00:04:57.395 Maybe you are using black as the background color, so perhaps you wanna make the title text a lighter color, something to contrast it. 78 00:04:57.935 --> 00:05:02.175 You can choose, how many total results to display and how many per row. 79 00:05:02.175 --> 00:05:03.875 I think there's two through four, 80 00:05:04.229 --> 00:05:06.410 you can display on a single row. 81 00:05:07.030 --> 00:05:12.009 This is the carousel slider. I've chosen to enable it. I'm just gonna scroll down here a bit. 82 00:05:12.470 --> 00:05:16.009 Let's start at the bottom here. So display view profile button, 83 00:05:16.535 --> 00:05:20.794 You can set that to yes or no. I'll I'll set it to yes so we can see what it looks like. 84 00:05:20.855 --> 00:05:24.155 Display the member's location. Again, you can choose yes or no. 85 00:05:24.455 --> 00:05:29.195 And this is the meat of, what we're seeing here is display additional information. 86 00:05:29.970 --> 00:05:35.510 So there are a few options here, displaying their about snippet, a snippet of their about me section, 87 00:05:36.050 --> 00:05:38.710 display their top level category, sublevel category, 88 00:05:39.170 --> 00:05:44.325 the short description, which is the newest option, or do not display any additional information. 89 00:05:44.385 --> 00:05:46.005 So it just depends on the focus 90 00:05:46.465 --> 00:05:50.225 of your website and what's most important to display, for your members. 91 00:05:50.225 --> 00:05:52.005 Obviously, it's just a small snippet. 92 00:05:52.465 --> 00:05:54.965 Most people are gonna take a look at this and then, 93 00:05:55.425 --> 00:05:56.485 click on over 94 00:05:57.070 --> 00:05:58.210 to their profile. 95 00:05:58.590 --> 00:06:02.050 So let's just save these changes here so we can see the view profile button. 96 00:06:03.790 --> 00:06:05.410 And I'll refresh the page. 97 00:06:07.390 --> 00:06:08.925 There we go. So we can see it here. 98 00:06:08.925 --> 00:06:13.665 If you want a stronger, more prominent call to action, then, yeah, you can definitely include, 99 00:06:14.285 --> 00:06:16.065 the view profile button there. 100 00:06:17.165 --> 00:06:19.245 Okay. And this is a new one. 101 00:06:19.485 --> 00:06:25.940 It's probably just going to affect people who are just setting up their brilliant directory site for the first time. 102 00:06:26.400 --> 00:06:28.500 The Google recapture, the form security, 103 00:06:29.120 --> 00:06:33.360 it's something we do require. It's been proven to reduce spam on sign ups. 104 00:06:33.360 --> 00:06:35.460 It's something common all around the Internet. 105 00:06:35.895 --> 00:06:38.395 Prior to this, if you didn't add the reCAPTCHA 106 00:06:38.935 --> 00:06:48.235 to your general settings, if you didn't go ahead and configure that, and you attempted to sign up as a member, it would just show an error or stay stuck on processing. 107 00:06:49.110 --> 00:06:54.410 So what we've done is now there's going to be a message. It is a message for you, the website owner, 108 00:06:54.950 --> 00:07:00.790 to make sure that you have gone ahead and added the Google recapture to your general settings. 109 00:07:00.790 --> 00:07:04.170 So let me show you an example of what we're referring to here. 110 00:07:04.765 --> 00:07:06.545 Let me go to a sign up page. 111 00:07:07.245 --> 00:07:15.905 So I'm registering as a gold subscription, and what we're referring to is just adding the credentials so the Google recapture displays on the sign up pages. 112 00:07:16.605 --> 00:07:19.025 So what will happen if we don't have those credentials 113 00:07:19.910 --> 00:07:21.610 in these general settings? 114 00:07:21.910 --> 00:07:23.030 I'll show you right now. 115 00:07:23.030 --> 00:07:29.990 So there's nothing to be alarmed about if you see this on your site, you just wanna go ahead and take the step to add the Google recapture to the page. 116 00:07:29.990 --> 00:07:33.370 So in your general settings, in the integrations tab, 117 00:07:33.794 --> 00:07:37.715 there's two inputs, there's learn more buttons if you're not familiar on this pause. 118 00:07:37.715 --> 00:07:41.975 It's probably one of the easiest things to connect to your site, probably takes less than two minutes. 119 00:07:42.435 --> 00:07:48.294 But if one of these fields are empty, I'll just go ahead and delete that there and save the changes. 120 00:07:49.300 --> 00:07:52.200 If both of those fields don't have values, 121 00:07:53.620 --> 00:07:56.040 what you'll see instead is a message 122 00:07:56.420 --> 00:07:57.400 like this. 123 00:07:57.860 --> 00:08:01.300 It says please configure recapture for sign up pages to work properly. 124 00:08:01.300 --> 00:08:02.920 Sign ups wouldn't work anyways. 125 00:08:03.435 --> 00:08:10.655 So this is really a message for you, the admin of the website, to make sure that you've done the basic setup and configuration for 126 00:08:11.195 --> 00:08:12.415 your brilliant directories 127 00:08:12.795 --> 00:08:16.635 website. So if you're seeing this message, there's nothing wrong with your site. 128 00:08:16.635 --> 00:08:18.415 It just means that you haven't configured 129 00:08:18.760 --> 00:08:23.340 your recapture and you should go to your general settings into that integrations tab 130 00:08:23.720 --> 00:08:24.220 here, 131 00:08:25.400 --> 00:08:29.960 the integrations tab, and make sure that you have values, for all this. 132 00:08:29.960 --> 00:08:34.220 And if you don't know how, there are videos and you can click the learn more button there. 133 00:08:34.804 --> 00:08:39.225 And let me just show you what that would look like after you add the values back. 134 00:08:39.445 --> 00:08:41.544 Your sign up pages will then again 135 00:08:41.924 --> 00:08:42.825 work properly. 136 00:08:43.284 --> 00:08:44.425 Alright. And 137 00:08:44.964 --> 00:08:47.545 some updates that are coming soon. 138 00:08:48.165 --> 00:08:50.185 Right now, the members only settings 139 00:08:50.690 --> 00:08:54.470 for when you wanna protect your member listings, their profile pages, 140 00:08:54.770 --> 00:08:59.270 it's global settings. It's it's one set of settings that applies to all, 141 00:08:59.730 --> 00:09:01.010 the membership plans. 142 00:09:01.010 --> 00:09:14.015 What we're doing is because of the request in the Facebook group and support tickets, we're gonna be moving those members only settings for when you want to view a profile or protect your member profiles on a per membership plan basis. 143 00:09:14.015 --> 00:09:16.995 So you can make your premium membership plans 144 00:09:17.350 --> 00:09:20.890 our members only profile pages, you need to be logged in to view them. 145 00:09:21.110 --> 00:09:24.390 At lower tiered plans, you can choose to make them public. 146 00:09:24.390 --> 00:09:27.050 So that should add a little bit more flexibility 147 00:09:27.910 --> 00:09:32.490 to protecting your members profile pages, the cert member search results pages, 148 00:09:33.185 --> 00:09:38.165 and even the writer review pages. Perhaps you only want certain members to be able to, 149 00:09:38.785 --> 00:09:44.405 see the writer review page for other members. This will give you more granular control for that. 150 00:09:45.080 --> 00:09:50.620 Also, we are creating the ability to have additional spacing options for your home page sections. 151 00:09:50.760 --> 00:09:54.140 Sometimes you want them to be pixel perfect, the different streaming 152 00:09:54.520 --> 00:09:55.820 home page sections. 153 00:09:56.280 --> 00:10:02.215 What you'll have is custom spacing options, so you can choose how much additional top spacing or bottom spacing you want 154 00:10:02.595 --> 00:10:08.615 for each homepage section, again, allowing you to have that pixel perfect look between the sections. 155 00:10:09.075 --> 00:10:10.135 Coming in August, 156 00:10:10.675 --> 00:10:14.350 we're going to have an add on for 25 new elements for web pages. 157 00:10:14.350 --> 00:10:18.290 I did mention this in the previous webinar, so look out for that. 158 00:10:18.750 --> 00:10:19.470 And I think, 159 00:10:20.110 --> 00:10:24.375 we'll always be working on it, but, the ones that the projects that are on the board, 160 00:10:25.415 --> 00:10:32.795 to improve Google page speed scores, we're looking to complete those in August, so that will improve server response times and 161 00:10:33.175 --> 00:10:35.355 optimize how images load. 162 00:10:35.735 --> 00:10:39.595 So it will lazy load images and defer images that are not within the 163 00:10:40.079 --> 00:10:42.259 visitors screen at the moment. 164 00:10:43.040 --> 00:10:54.740 As always, ongoing updates to make things more awesome are also underway, and also the Facebook group and the support tickets you guys sent in send in are the best ways for us to know what to prioritize 165 00:10:55.375 --> 00:10:58.435 when we are working on updates. So thank you guys out there, 166 00:10:58.815 --> 00:11:01.155 for all your great suggestions and feedback. 167 00:11:01.775 --> 00:11:07.795 Alright. And with that, we can move it to, the tip of the week. I'm pretty excited about this one. 168 00:11:07.935 --> 00:11:12.550 10 commonly overlooked tools for managing your transactions. 169 00:11:13.089 --> 00:11:17.510 David and I worked on this prior to the webinar compiling a list of, 170 00:11:18.050 --> 00:11:23.910 some default and some add on features that can help you manage your transactions a bit more smoothly. 171 00:11:24.209 --> 00:11:29.955 If If it's okay with you, David, may I pass it along and you can take it away with these, these 10 features here. 172 00:11:30.095 --> 00:11:30.815 Yeah. Definitely. 173 00:11:30.815 --> 00:11:35.555 So, yeah, we, we figured we'd go over the 10 commonly overlooked tools for managing transactions, 174 00:11:36.255 --> 00:11:37.315 with Brilliant Directories. 175 00:11:37.779 --> 00:11:43.240 We try to include as many features as possible to make it as easy as possible to manage your subscriptions, 176 00:11:43.860 --> 00:11:45.320 your members, and your transactions. 177 00:11:45.940 --> 00:11:50.279 So by default, Brilliant Directories, it includes some transaction management tools 178 00:11:50.740 --> 00:11:53.240 regarding automated recurring payments, 179 00:11:53.815 --> 00:11:55.355 subscription management and refunds, 180 00:11:55.735 --> 00:11:59.355 past due payment handling, one click member upgrades, and so much more. 181 00:11:59.415 --> 00:12:07.580 But with so many features, we do know that it's easy to overlook some important tools, especially if you may have not been made aware of them previously. 182 00:12:07.720 --> 00:12:16.380 So that's what we wanted to do with this presentation is really highlight 10 transaction tools that we really think would be useful whether on a one time basis or to revisit 183 00:12:16.760 --> 00:12:17.660 somewhat often. 184 00:12:17.800 --> 00:12:23.625 So, we'll go over some of these, these 10 tools here, and hopefully, they'll, really help you out. 185 00:12:23.685 --> 00:12:29.045 Alright. So so the first batch of five, that we came up with, we'll cover these, from top to bottom. 186 00:12:29.045 --> 00:12:36.280 We have, mentioned these in previous webinars, but again, this is a good refresher especially with, a lot of the new names it faces out there. 187 00:12:36.280 --> 00:12:42.620 So the first one is your ability to sort your members by who has generated the most revenue 188 00:12:43.240 --> 00:12:47.955 for your website. Let me quickly show you where you can find that one. 189 00:12:48.515 --> 00:12:53.575 Alright. So for this one, what we wanna do is go to your search members page. 190 00:12:55.395 --> 00:12:57.155 What you can do is a few things. 191 00:12:57.155 --> 00:13:05.480 One, before I get into the sorting by the members who have generated the most revenue for you is you can always search by transaction type. 192 00:13:05.480 --> 00:13:09.340 So you can search members who have made any type of payment on your site, 193 00:13:09.720 --> 00:13:14.520 currently have past due payments on your site that you've ever refunded and so on. 194 00:13:14.520 --> 00:13:20.915 So this is a great filter here to search members based on transactions they've had on your site. 195 00:13:21.535 --> 00:13:23.075 But the one here that we're showcasing 196 00:13:23.615 --> 00:13:27.695 is the sort option on the right side here. You can sort by newest members. 197 00:13:27.695 --> 00:13:29.075 That's what it is by default, 198 00:13:29.535 --> 00:13:33.154 but you can also sort by most revenue and least revenue. 199 00:13:33.810 --> 00:13:36.550 Let me click on that just depending on how much data, 200 00:13:36.930 --> 00:13:39.270 your website has. This can just take a moment. 201 00:13:39.650 --> 00:13:45.110 So we can see here we're sorting now by members on this sample site where we've imported data. 202 00:13:45.410 --> 00:13:47.990 So this member has generated 2,300 203 00:13:48.075 --> 00:13:52.015 and it gets lower and lower, but this is a great way to identify potentially, 204 00:13:52.555 --> 00:14:00.575 your most high value members of your site and maybe even survey them, see what they like most about your site that makes them want to continue paying, 205 00:14:01.160 --> 00:14:03.880 or see if there's any way you can assist them further. 206 00:14:03.880 --> 00:14:09.579 So sorting by most revenue and least revenue is possible here on the right hand side. 207 00:14:09.880 --> 00:14:12.620 The next one can be done on the same page as well. 208 00:14:12.915 --> 00:14:17.175 You can assign a member to any membership plan on your site 209 00:14:17.635 --> 00:14:20.675 without collecting a payment from them if it is a paid plan. 210 00:14:20.675 --> 00:14:30.880 A common question we see in the Facebook group is, how can I make a member a premium member without adding a credit card on file for them, or taking a payment from them? 211 00:14:30.880 --> 00:14:34.340 Well, you as the website owner, you have the ability to 212 00:14:34.800 --> 00:14:40.260 manually edit any of the members' membership plans assignment on your site 213 00:14:40.720 --> 00:14:43.095 without taking any payments from them. 214 00:14:43.255 --> 00:14:47.115 You can just flip a switch, and they'll be in that new membership plan. 215 00:14:47.415 --> 00:14:51.834 Let me show you how that works. So, what you can do is under the actions area, 216 00:14:52.135 --> 00:14:53.995 you can click on quick edit, 217 00:14:56.090 --> 00:14:58.250 and here you can do a lot of things. 218 00:14:58.570 --> 00:15:04.430 You can change their account status from active if they are to canceled, past due, on hold. 219 00:15:04.730 --> 00:15:10.365 If you're canceling someone or putting them on on hold, the the further step you can do is totally delete their account. 220 00:15:10.365 --> 00:15:11.825 That's a separate action. 221 00:15:12.205 --> 00:15:20.305 Most of the time, it's nice to keep people as canceled just so you have a record of of the fact that they were part of your site in the first place. 222 00:15:20.685 --> 00:15:23.105 But here on the next line, you can manually 223 00:15:23.405 --> 00:15:25.709 move people up and down your available 224 00:15:26.410 --> 00:15:27.709 membership plans. You can just, 225 00:15:28.010 --> 00:15:35.209 set them to whatever membership plan you want, and it will be as if they signed up for that membership plan from one of the sign up pages. 226 00:15:35.209 --> 00:15:35.690 So, 227 00:15:36.010 --> 00:15:38.830 here is a great place, to select somebody's 228 00:15:39.455 --> 00:15:43.375 membership plan. If you're choosing a paid plan for them, it will not bill them. 229 00:15:43.375 --> 00:15:45.555 This is just manually moving them to 230 00:15:45.935 --> 00:15:51.155 another membership plan. So manually change a membership plan in the quick edit area. 231 00:15:51.850 --> 00:15:56.030 And if you wanted to do that for multiple members, could you do that via bulk action? 232 00:15:56.810 --> 00:15:59.150 Let's see. Under the bulk action, 233 00:15:59.530 --> 00:16:02.350 you can yep. You can change their membership 234 00:16:02.730 --> 00:16:05.584 plan. So we can just let's just select 235 00:16:06.045 --> 00:16:09.105 this and update membership plan, and 236 00:16:09.564 --> 00:16:15.345 you can even select all the members in your if they're more than the members on the current page, you could select all, 237 00:16:15.805 --> 00:16:16.545 like that. 238 00:16:16.925 --> 00:16:21.370 And I believe what happens is, if you click apply, you get a pop up. 239 00:16:21.370 --> 00:16:27.210 It tells you how many records you've selected, and then you can choose the membership plan to move them to. 240 00:16:27.210 --> 00:16:30.110 That's a neat way to do that too. I forgot about that, David. 241 00:16:30.650 --> 00:16:34.430 Okay. The next thing is the ability to edit a member's active 242 00:16:35.024 --> 00:16:35.845 paid subscriptions. 243 00:16:36.305 --> 00:16:37.125 So potentially, 244 00:16:37.745 --> 00:16:39.444 let's say you have a member 245 00:16:39.904 --> 00:16:43.605 on a monthly plan, and they're paying $25 246 00:16:43.665 --> 00:16:44.404 per month. 247 00:16:45.105 --> 00:16:52.959 There was an issue with them on your site, and you wanna keep the subscription, but maybe you wanna change their next bill date to you're giving them two months free. 248 00:16:52.959 --> 00:17:00.260 So you don't wanna bill them for two months effectively, or you wanna change the price and give them a slightly reduced rate to $20 a month. 249 00:17:00.399 --> 00:17:03.285 You do have the ability to edit the subscriptions 250 00:17:03.665 --> 00:17:06.165 without having to stop them and restarting 251 00:17:06.545 --> 00:17:10.085 brand new subscriptions. Let me show you where, you can do that. 252 00:17:10.545 --> 00:17:14.464 In this case, let's go to the finance tab and look at the transaction history. 253 00:17:14.464 --> 00:17:18.165 Let's look for someone who has, an open subscription here. 254 00:17:19.160 --> 00:17:24.940 And we can see this person does have an open subscription because we have the option to end the recurring subscription. 255 00:17:25.640 --> 00:17:28.860 So what we can do is go to this person's payment history. 256 00:17:31.725 --> 00:17:33.165 So now we're on their, 257 00:17:33.565 --> 00:17:35.505 account here. We can see who they are. 258 00:17:35.805 --> 00:17:37.985 And what we can do is go to the subscriptions 259 00:17:38.285 --> 00:17:41.965 tab. This will let us know all the active subscriptions they have. 260 00:17:41.965 --> 00:17:44.145 Generally, a member will have one subscription. 261 00:17:44.740 --> 00:17:49.059 If you're doing other things on your site, you might find ways to get them into other subscriptions. 262 00:17:49.059 --> 00:17:51.399 But what you can do is you can see their active subscriptions. 263 00:17:52.100 --> 00:17:53.960 It'll let you know when it was activated, 264 00:17:54.500 --> 00:17:56.840 when the next bill date is going to be, 265 00:17:57.220 --> 00:17:58.120 and the current 266 00:17:58.515 --> 00:18:02.215 price and cycle that they're on. So this person is on $2.79 267 00:18:02.515 --> 00:18:06.615 per year, annually. So, let's say we wanted to edit this, 268 00:18:06.915 --> 00:18:08.375 you can go to the actions, 269 00:18:09.155 --> 00:18:12.135 drop down here, and there's two options, edit subscription 270 00:18:12.730 --> 00:18:16.750 or end subscription. End subscription would stop recurring payments. 271 00:18:17.210 --> 00:18:18.669 Let's click on edit subscription. 272 00:18:21.130 --> 00:18:25.630 So you can change a few things here. You can change the billing cycle, 273 00:18:26.085 --> 00:18:27.625 monthly, quarterly, semiannually, 274 00:18:28.005 --> 00:18:30.345 yearly. You can bill them one more time. 275 00:18:30.725 --> 00:18:40.980 So let's say we wanted to change this person, we talk to them on the phone, they wanna change things up, they wanna switch to monthly, and we wanna give them a special price of $20 per month. 276 00:18:41.540 --> 00:18:45.480 And what's cool here is you can set the next payment due date. 277 00:18:46.020 --> 00:18:47.559 So if we click on this, 278 00:18:49.220 --> 00:18:50.120 we can maybe 279 00:18:50.580 --> 00:18:56.605 maybe we wanna they were on an annual, so maybe we wanna come back here and they're gonna go on monthly and it's July right now. 280 00:18:56.605 --> 00:18:58.785 Maybe we want we don't want them to pay anything 281 00:18:59.325 --> 00:19:02.225 until 01/01/2022. 282 00:19:02.765 --> 00:19:05.585 So they'll effectively get the rest of the year free. 283 00:19:05.804 --> 00:19:10.940 Now you can add internal notes here for yourself as well, maybe the reason this subscription was 284 00:19:11.639 --> 00:19:16.220 edited so you and your staff, have a historical record of what was done here and why it was edited. 285 00:19:17.480 --> 00:19:22.059 So that should help you guys out. And then, of course, you can click continue and save changes. 286 00:19:22.615 --> 00:19:26.855 And then this person will not be billed until 01/01/2022 287 00:19:26.855 --> 00:19:28.394 in the amount of $20 288 00:19:28.615 --> 00:19:30.075 on a monthly basis. 289 00:19:31.414 --> 00:19:34.235 So really cool there knowing that you can do that. 290 00:19:34.580 --> 00:19:38.980 Number four on the list, manually start a new subscription for a member. 291 00:19:38.980 --> 00:19:50.120 So let's say you're on the phone with someone, they're on a free plan, they wanted to upgrade to a paid plan, so you you use the quick edit to change their plan, but now you need to actually bill them and start the subscription. 292 00:19:51.035 --> 00:19:55.215 You can do that here also, when you're looking at a a member's account. 293 00:19:55.355 --> 00:19:57.855 What you wanna do is go to the transactions tab, 294 00:19:59.595 --> 00:20:03.615 and what you can do once you're here is click on new order. 295 00:20:04.309 --> 00:20:12.230 If you need to update their credit card info, maybe again you're doing this on the phone, you can certainly do that as well with this pop up, and you can update the credit card info. 296 00:20:12.230 --> 00:20:15.850 In this case, we're going to create a new order. 297 00:20:17.745 --> 00:20:21.745 So first thing you can do here, we're going to start a subscription for this person. 298 00:20:21.985 --> 00:20:24.485 We can choose the plan that we want them to be. 299 00:20:24.865 --> 00:20:26.485 There we go. Expert witness. 300 00:20:26.785 --> 00:20:34.540 Now the billing cycle, there what we've set in our membership plan is there's a monthly and annual or annual option for this. 301 00:20:34.840 --> 00:20:36.920 So it's generally $4.49 302 00:20:36.920 --> 00:20:42.700 per year. I can do a price override here. Maybe I want to charge them just a hundred dollars, 303 00:20:43.320 --> 00:20:44.140 per year. 304 00:20:44.705 --> 00:20:48.785 And in addition to this, you can choose the date when billing will start. 305 00:20:48.785 --> 00:20:50.645 So if you just leave it as it is, 306 00:20:51.345 --> 00:20:52.725 it will bill them today, 307 00:20:53.345 --> 00:20:57.365 the day that it is, or you can change this to be a date in the future. 308 00:20:57.390 --> 00:21:00.530 We'll continue with the, the January 1 option. So, 309 00:21:00.990 --> 00:21:02.910 you can have a future start date. 310 00:21:02.910 --> 00:21:07.550 So, again, you can let someone know that you've you've created a subscription for them. 311 00:21:07.550 --> 00:21:10.450 You're giving them five months free before the billing begins. 312 00:21:10.795 --> 00:21:22.075 And again, you can add some notes here as an admin on why this price is, discounted or why the start date is January 1 so you and your staff have a record of what's happened. 313 00:21:22.075 --> 00:21:26.950 So in this case, if I clicked on create order, the subscription will be created. 314 00:21:27.490 --> 00:21:33.110 Billing will begin January 1 at a rate of a hundred dollars annually per year. So 315 00:21:33.490 --> 00:21:38.150 that is a great way to know how to create a new order for your members manually. 316 00:21:39.105 --> 00:21:40.385 Okay. That was number four. 317 00:21:40.385 --> 00:21:44.304 And actually, that covers number five as well, the start billing on option. 318 00:21:44.304 --> 00:21:47.265 It's good to know that you can bill people in the future. 319 00:21:47.265 --> 00:21:51.125 You don't have to just start the subscription and bill them, today. 320 00:21:51.184 --> 00:21:54.050 You can delay billing to start in the future. 321 00:21:54.050 --> 00:21:57.110 So that was number five is the start billing on option. 322 00:21:57.410 --> 00:22:01.270 Alright. One of my favorites, number six here, the income reports. 323 00:22:01.330 --> 00:22:08.230 I think this is commonly overlooked, but we could take a look at what where those are and what information they provide. 324 00:22:08.745 --> 00:22:11.885 This is going to be in your transaction history page 325 00:22:13.065 --> 00:22:14.685 under the finance tab, 326 00:22:15.065 --> 00:22:18.605 and what you can do is in the income report section, 327 00:22:19.145 --> 00:22:21.005 you have three options here, 328 00:22:21.510 --> 00:22:22.970 Recurring income estimator, 329 00:22:23.350 --> 00:22:26.570 monthly income report, and daily income report. 330 00:22:26.790 --> 00:22:29.850 The recurring income estimator, I like this the most, 331 00:22:30.310 --> 00:22:33.610 it tells you month by month how much an expected 332 00:22:34.325 --> 00:22:36.025 monthly recurring revenue, 333 00:22:36.565 --> 00:22:39.285 you stand to generate for your website. 334 00:22:39.285 --> 00:22:48.450 Now if you're in the middle of a month, such as July here, it's gonna tell you the remainder of how much is left to collect for that month. 335 00:22:48.450 --> 00:22:52.310 But when we look at future months, in this example, August, 336 00:22:52.850 --> 00:22:56.150 we can see in this example site, they stand to generate 337 00:22:56.610 --> 00:22:58.070 $905 338 00:22:58.210 --> 00:23:00.230 based on existing active subscriptions 339 00:23:01.125 --> 00:23:05.145 that are recurring. They are going to collect 728 340 00:23:05.365 --> 00:23:08.665 in annual renewals and a hundred and 77 341 00:23:09.045 --> 00:23:13.545 in monthly renewals. This is, an aggregate of all the annual, 342 00:23:14.050 --> 00:23:17.030 renewals for that month, monthly, quarterly, etcetera. 343 00:23:17.490 --> 00:23:23.030 So it's really cool to see this is an estimate, of course, based on active subscriptions, but it's good to gauge, 344 00:23:23.570 --> 00:23:28.070 how much revenue the website is generating month over month, in the future. 345 00:23:30.485 --> 00:23:37.065 The next one is the monthly income report, and this shows you the last three years available. 346 00:23:37.205 --> 00:23:39.205 So this would be 2021, 347 00:23:39.205 --> 00:23:40.885 '20 '20, and 2019 348 00:23:40.885 --> 00:23:41.785 in this example. 349 00:23:42.325 --> 00:23:43.145 You can actually 350 00:23:43.620 --> 00:23:48.120 compare how much revenue you've generated month after month and comparing 351 00:23:48.420 --> 00:23:49.160 the prior 352 00:23:49.620 --> 00:23:51.960 years. So in this example, we can see 353 00:23:52.340 --> 00:23:57.400 in April of twenty nineteen, this site generated substantially more than they have 354 00:23:57.885 --> 00:23:59.965 in April of twenty twenty one. 355 00:23:59.965 --> 00:24:04.525 So it's a really good snapshot to see how you're doing based on prior years. 356 00:24:04.525 --> 00:24:10.225 Obviously, we wanna see the most current year, trending upwards ahead of the prior years. 357 00:24:10.750 --> 00:24:11.330 But nevertheless, 358 00:24:11.710 --> 00:24:18.030 this is a great way, to kind of just get a snapshot of how the website's revenue health is doing, 359 00:24:18.510 --> 00:24:23.070 comparing the different years month over month. So you have that as well. 360 00:24:23.070 --> 00:24:32.585 And again, if you just started your site, you'll see, you won't have any past history, but as your site ages, you will have additional data to compare and see. 361 00:24:33.765 --> 00:24:37.305 And then lastly, actually, at the top here, daily income report, 362 00:24:38.005 --> 00:24:40.905 this shows you how much revenue your site has been, 363 00:24:41.240 --> 00:24:45.820 has generated on a on the per month basis. So right now, we're looking at, 364 00:24:46.440 --> 00:24:49.260 July of twenty twenty one in this example. 365 00:24:49.960 --> 00:24:55.000 So we can see on the third, July third, there was a payment of $19.95 366 00:24:55.000 --> 00:24:55.500 collected. 367 00:24:56.075 --> 00:24:59.675 We can see on July 8, there was a payment of $2.79 368 00:24:59.675 --> 00:25:00.175 collected, 369 00:25:00.635 --> 00:25:01.515 and so on. 370 00:25:01.515 --> 00:25:07.455 If you scroll down, you can see all the days mapped out and how much revenue is generated. 371 00:25:08.070 --> 00:25:15.450 We haven't quite hit July 31 yet, but, it shows the full month, and once there's data available for the upcoming days, 372 00:25:15.909 --> 00:25:17.450 this will fill in itself. 373 00:25:17.669 --> 00:25:23.050 And what's cool here is you can actually go back in time, so you can go to June 2021, 374 00:25:24.175 --> 00:25:29.235 and you can just keep going backwards in time to see the daily revenue per month, 375 00:25:29.695 --> 00:25:30.675 that your website 376 00:25:31.135 --> 00:25:35.155 generated here. So really cool are those income reports. 377 00:25:36.529 --> 00:25:41.490 Okay. Another one of my favorites is the attempt to collect past due payment button. 378 00:25:41.490 --> 00:25:43.350 So there are cases where, 379 00:25:43.890 --> 00:25:45.990 your members, they're on active subscriptions, 380 00:25:46.450 --> 00:25:46.950 and 381 00:25:47.649 --> 00:25:53.255 their credit card wasn't able to be billed on the day that the subscription was due. 382 00:25:54.034 --> 00:25:58.534 It could be many factors that a card couldn't collect on a specific day. 383 00:25:58.835 --> 00:26:01.975 Maybe there was fraud on their card and there was a temporary hold. 384 00:26:02.355 --> 00:26:05.095 Maybe they passed their daily limit. 385 00:26:05.750 --> 00:26:13.769 There are a number of reasons a valid credit card may or may not be able to be billed on the day that your subscription is attempting to bill them. 386 00:26:14.149 --> 00:26:14.649 Nevertheless, 387 00:26:15.269 --> 00:26:17.529 you do have a button here, 388 00:26:18.149 --> 00:26:20.330 in your transaction history tab. 389 00:26:20.635 --> 00:26:22.895 Let's go there together, transaction history, 390 00:26:23.515 --> 00:26:25.054 and you can go to 391 00:26:25.355 --> 00:26:26.575 the past due 392 00:26:27.035 --> 00:26:27.855 tab here. 393 00:26:29.355 --> 00:26:31.294 And what you could do is you could select 394 00:26:33.130 --> 00:26:34.669 all the past due transactions 395 00:26:35.530 --> 00:26:40.429 that you'd like. You can load more if you want. You can go all the way to 503 and select them all. 396 00:26:40.809 --> 00:26:44.890 And you have this blue button here, attempt to collect all selected invoices. 397 00:26:44.890 --> 00:26:46.990 Now just depending on how many you've selected, 398 00:26:47.395 --> 00:26:50.455 it could take a minute or two to process through all of them, 399 00:26:50.755 --> 00:26:56.934 but what the system is going to attempt to do is to collect the amount that's due from, the member. 400 00:26:57.554 --> 00:27:02.215 So it'll cycle through all of them. You may have some success on on some of those collections. 401 00:27:02.710 --> 00:27:06.490 You may not have success on some of those collections as 402 00:27:06.870 --> 00:27:08.490 well. What's really good is 403 00:27:08.790 --> 00:27:10.570 if you're not able to collect, 404 00:27:10.950 --> 00:27:12.250 of course, you can 405 00:27:12.630 --> 00:27:14.010 send an email notification 406 00:27:14.390 --> 00:27:17.450 to the member, you can choose to call the member, 407 00:27:17.895 --> 00:27:21.835 you can get more proactive, you can just go ahead and set their 408 00:27:22.215 --> 00:27:24.315 account to canceled and end the subscription, 409 00:27:25.015 --> 00:27:27.995 just to just to, cancel them from 410 00:27:28.295 --> 00:27:29.035 your website, 411 00:27:29.575 --> 00:27:32.395 but the attempt to collect, the past due 412 00:27:32.760 --> 00:27:37.900 payments is a really nifty button here, and you'll be surprised even though someone's credit card didn't work, 413 00:27:38.280 --> 00:27:40.460 potentially on the day that the subscription 414 00:27:40.760 --> 00:27:44.140 was due. Again, it could be a number of reasons beyond, 415 00:27:44.440 --> 00:27:45.340 that their card, 416 00:27:45.880 --> 00:27:47.100 is invalid, but 417 00:27:47.415 --> 00:27:51.835 that should help you reconcile some of the payments that are due to your website 418 00:27:52.215 --> 00:27:53.675 just with a click of a button. 419 00:27:54.855 --> 00:27:58.395 Number eight here, marking invoices as paid or unpaid 420 00:27:58.695 --> 00:27:59.195 manually. 421 00:27:59.910 --> 00:28:03.530 Let's backtrack a bit and let's take a look at what that looks like. 422 00:28:03.750 --> 00:28:07.290 So let's take a look at let's use past due invoices as an example. 423 00:28:08.230 --> 00:28:09.050 Let's say, 424 00:28:09.830 --> 00:28:11.370 you know, this this person, 425 00:28:11.750 --> 00:28:15.225 I talked to them on the phone, their past due $279 426 00:28:15.465 --> 00:28:17.085 Maybe they mailed in a check. 427 00:28:17.304 --> 00:28:21.804 They said here's a check for the past due amount and my credit card should work moving forward. 428 00:28:22.424 --> 00:28:27.565 So what you can do is under the actions area, you can manually mark this as paid 429 00:28:27.880 --> 00:28:32.059 and the system will consider this invoice no longer a past due invoice, 430 00:28:32.360 --> 00:28:37.260 but revenue generated for the website. And what's even cooler is for each invoice, 431 00:28:37.880 --> 00:28:40.220 you can add notes. So you can say, 432 00:28:40.760 --> 00:28:41.580 sent a check 433 00:28:42.205 --> 00:28:45.905 for, you know, whatever whatever the amount is. Again, you can add notes 434 00:28:46.285 --> 00:28:47.345 for each individual 435 00:28:47.885 --> 00:28:49.105 transaction here, 436 00:28:49.645 --> 00:28:52.625 and you can note why this was marked as paid manually. 437 00:28:53.245 --> 00:28:54.625 The same thing for unpaid. 438 00:28:55.080 --> 00:28:55.900 Maybe somebody, 439 00:28:56.679 --> 00:28:57.740 filed a chargeback, 440 00:28:58.360 --> 00:29:02.919 and the chargeback wasn't, you know, reflected in the transaction history here. 441 00:29:03.159 --> 00:29:05.500 You can go ahead and mark it as unpaid, 442 00:29:05.960 --> 00:29:09.580 and you can put a note as an example saying, you know, member filed 443 00:29:10.255 --> 00:29:13.235 a chargeback and we lost the funds. 444 00:29:13.775 --> 00:29:15.235 You know, something like that. 445 00:29:15.535 --> 00:29:20.515 So again, you can manually update your invoices yourself, marking them as paid or unpaid, 446 00:29:21.135 --> 00:29:30.670 and actually for our users in countries where, you know, unfortunately, maybe there isn't one of our 10 default payment gateways working for you or you're collecting 447 00:29:31.210 --> 00:29:39.945 payments off-site, that because that's your business model, you do in person cash or check payments or, you know, direct bank account, checking account transfers. 448 00:29:40.885 --> 00:29:44.165 This is a great way. You can still set up subscriptions for your members. 449 00:29:44.165 --> 00:29:50.265 The invoices will be created every month, and you can manually mark things as paid or unpaid 450 00:29:50.680 --> 00:29:52.620 as you receive funds off-site, 451 00:29:53.160 --> 00:29:54.780 in person or through another 452 00:29:55.160 --> 00:29:55.640 method. 453 00:29:55.640 --> 00:30:04.540 So that does require an extra step to, you know, capture payments in person or through other methods, but you can come here and mark the invoices as paid or unpaid. 454 00:30:05.585 --> 00:30:11.105 Okay. The next one, number nine, billing reminder emails add on. This one is really cool. 455 00:30:11.105 --> 00:30:12.645 So what we can do is 456 00:30:13.265 --> 00:30:15.125 and we'll go to payment settings. 457 00:30:16.385 --> 00:30:24.280 So under your finance tab in payment settings, if you have this add on and we'll go to billing email settings, and we've covered this in previous webinars, 458 00:30:24.980 --> 00:30:30.760 but you can choose to send emails to your members when certain events happen. 459 00:30:31.300 --> 00:30:31.800 When 460 00:30:32.740 --> 00:30:39.705 new payments are received in that moment, you can choose to email, your members a copy of their invoice. 461 00:30:39.705 --> 00:30:44.605 This is different than the welcome email during their sign up. So if they have recurring payments 462 00:30:44.985 --> 00:30:47.965 and you want to notify them every time your website has 463 00:30:48.480 --> 00:30:49.940 successfully billed them, 464 00:30:50.240 --> 00:30:54.160 you can choose to enable new payments received emails to your members. 465 00:30:54.160 --> 00:30:58.740 And also you, the admin, can choose to get that in your daily digest as well. 466 00:30:58.880 --> 00:31:03.460 If an upcoming payment is happening for your members and the system generates 467 00:31:04.035 --> 00:31:04.535 upcoming 468 00:31:04.915 --> 00:31:07.815 invoices fourteen days before the due date. So, 469 00:31:08.995 --> 00:31:17.415 if an invoice is due on January 14, then it creates the upcoming payment reminder on January 1, and you can have that, 470 00:31:18.370 --> 00:31:22.790 sent to the members. You can actually choose here up to fourteen days 471 00:31:23.410 --> 00:31:27.809 when you want that upcoming payment reminder to be sent to members. So you can say, hey. 472 00:31:27.809 --> 00:31:32.710 Just to let you know, in four days, our website is gonna bill you for your subscription, 473 00:31:33.274 --> 00:31:35.595 and there are default templates that you can edit. 474 00:31:35.595 --> 00:31:41.135 I'll I'll show you those in just a moment, and I think the most valuable ones here are the past due reminders. 475 00:31:41.195 --> 00:31:42.815 You can send up to three 476 00:31:43.355 --> 00:31:44.654 past due reminders 477 00:31:44.955 --> 00:31:45.934 to your members. 478 00:31:46.399 --> 00:31:48.580 So maybe their payment is due on the first, 479 00:31:49.120 --> 00:31:52.659 you can choose to email them the next day, 480 00:31:53.360 --> 00:31:55.539 one day one day after the due date. 481 00:31:56.399 --> 00:32:01.940 And if the invoice is still past due, maybe you wanna enable a second reminder, maybe that goes 482 00:32:02.535 --> 00:32:05.835 three days later after the due date. And then lastly, 483 00:32:06.615 --> 00:32:07.835 you can send one 484 00:32:08.215 --> 00:32:16.235 maybe five days after the due date, and maybe you can let them know that if at that point, their account will be canceled if the payment is not 485 00:32:16.610 --> 00:32:17.090 completed. 486 00:32:17.090 --> 00:32:27.350 So you can choose, you know, how you want your follow ups to be, with the past due reminder emails, but those are super helpful to have, in your toolkit for contacting, 487 00:32:28.210 --> 00:32:28.710 members. 488 00:32:29.295 --> 00:32:32.035 And just to show you here, if you click on edit template, 489 00:32:32.895 --> 00:32:38.115 you can edit the template, that is sent to the members. Let's see if we can preview this one. 490 00:32:39.375 --> 00:32:42.275 So this one, and you can edit these to your heart's desire. 491 00:32:42.799 --> 00:32:44.799 Renewal notice, it's gonna be high first name. 492 00:32:44.799 --> 00:32:50.740 We apologize for this inconvenience, but we were unable to process a scheduled payment, and it's gonna put the value there. 493 00:32:51.120 --> 00:32:53.280 Please log in to your account to pay, 494 00:32:54.400 --> 00:32:57.625 to pay the due invoice here. And the subscription 495 00:32:58.004 --> 00:33:02.424 details would be here as well just so they have some reference as to what this is for. 496 00:33:03.125 --> 00:33:05.605 And these are the types of templates that you can edit. 497 00:33:05.605 --> 00:33:10.585 So, the billing reminder emails add on, if you don't have that, if you are collecting 498 00:33:11.040 --> 00:33:13.540 payments from your members, it can be really helpful. 499 00:33:13.840 --> 00:33:16.500 If anything, just to send the past due reminders 500 00:33:16.880 --> 00:33:22.080 to your members so you can capture the membership dues that are owed to you. 501 00:33:22.080 --> 00:33:26.755 Now if you're not gonna use the billing reminder emails add on, there is another method. 502 00:33:26.755 --> 00:33:34.215 You can create a smart list of your members, a dynamic list of members who currently have past due and outstanding 503 00:33:34.515 --> 00:33:35.475 balances. So, 504 00:33:35.795 --> 00:33:40.855 what you can do in this case is you can go to your search members page, 505 00:33:42.490 --> 00:33:45.549 And as I mentioned before, you can search your transaction 506 00:33:45.850 --> 00:33:48.030 types and search for past due. 507 00:33:48.170 --> 00:33:52.110 And this is just going to look for members who currently have outstanding 508 00:33:52.490 --> 00:33:54.270 past due balances. So 509 00:33:54.685 --> 00:33:59.725 we've we found all these members here as a sample member. Here in the sidebar, it's really cool. 510 00:33:59.725 --> 00:34:02.225 We can see how much they're past due. 511 00:34:02.525 --> 00:34:07.745 But what we can do is we can go to list actions and we can create a smart list. 512 00:34:08.289 --> 00:34:11.509 And we can call this list past due members. 513 00:34:12.289 --> 00:34:17.029 And what's cool about this list is let's say a member pays their past due amount, they're going to be automatically 514 00:34:17.329 --> 00:34:20.710 removed from this list because they no longer meet the dynamic 515 00:34:21.094 --> 00:34:21.594 criteria 516 00:34:21.974 --> 00:34:24.795 necessary to be part of this list. So the criteria 517 00:34:25.414 --> 00:34:27.594 is that they have an outstanding 518 00:34:27.895 --> 00:34:28.954 past due invoice, 519 00:34:29.335 --> 00:34:34.135 and what's cool about this is you can create the smart list, and now you have it. 520 00:34:34.135 --> 00:34:35.994 Let's go to our smart lists. 521 00:34:38.159 --> 00:34:42.820 Okay. We can see we have 47 members on the website who are past due, 522 00:34:43.359 --> 00:34:46.500 and what we can do is we can send a newsletter 523 00:34:47.199 --> 00:34:51.920 to those members, maybe something more generic. It looks like you're past due on our website. 524 00:34:51.920 --> 00:34:53.675 We don't wanna cancel your membership. 525 00:34:54.055 --> 00:34:59.275 Please log in and update your credit card on file. Call us if you need assistance to do this. 526 00:34:59.415 --> 00:35:01.035 Again, you could be more proactive 527 00:35:01.415 --> 00:35:05.595 in contacting members who are past due on your website. 528 00:35:05.655 --> 00:35:09.420 So, that's just another way to create a list and to email 529 00:35:09.880 --> 00:35:12.940 members who are past due on your website. 530 00:35:14.440 --> 00:35:14.760 All right. 531 00:35:14.760 --> 00:35:26.885 I know that was a lot to digest, and we do have plenty of time here, So let's, move on over to the questions and answers section and see if we can, help you guys out with, any of your sites. 532 00:35:26.945 --> 00:35:29.205 We do have a great question on YouTube. 533 00:35:29.585 --> 00:35:32.485 They're asking if there's a way for the system to automatically 534 00:35:32.785 --> 00:35:38.410 downgrade a member account to a free or basic membership plan instead of canceling 535 00:35:38.710 --> 00:35:43.270 the account, I believe they're referring to if that member becomes past due. Yeah. 536 00:35:43.270 --> 00:35:46.730 I've heard that one before. Right now, if a member is past due, 537 00:35:47.030 --> 00:35:49.690 there's a setting that sets their account on hold. 538 00:35:51.055 --> 00:35:51.795 There is 539 00:35:52.495 --> 00:35:53.795 nothing that would automatically 540 00:35:54.175 --> 00:35:55.135 downgrade them. 541 00:35:55.135 --> 00:35:59.075 I don't know I know we've I've heard that before, but we didn't move forward with it. 542 00:36:00.015 --> 00:36:01.475 Problem with that is 543 00:36:01.935 --> 00:36:06.780 technically the subscription isn't stopped yet. The subscription is gonna continue billing. 544 00:36:06.780 --> 00:36:11.740 I'm just trying to think. Maybe I'm wrong about that, but there are a few considerations there. 545 00:36:11.740 --> 00:36:15.520 Let's look into that. I think that would be that would be something nice to have. 546 00:36:16.300 --> 00:36:19.600 Right. We got our good friend, Colette, from New Zealand. How are you, Colette? 547 00:36:20.595 --> 00:36:23.575 I'm good, Jason. How are you doing? Pretty good. Thank you so much. 548 00:36:24.035 --> 00:36:24.535 Great. 549 00:36:25.234 --> 00:36:29.655 I know this has been asked before. It's about the billing reminder emails. Mhmm. 550 00:36:29.955 --> 00:36:32.295 Will do you have any plans to 551 00:36:32.610 --> 00:36:34.210 allow that to be, 552 00:36:34.610 --> 00:36:36.178 dependent on the transaction 553 00:36:36.626 --> 00:36:37.522 The cycle? 554 00:36:37.970 --> 00:36:41.970 Annual. Yeah. Annual or monthly? I think we made a projects card for it. 555 00:36:41.970 --> 00:36:44.150 I'll check out where it is in the queue 556 00:36:44.645 --> 00:36:49.785 for the billing reminder. Right? The upcoming Yeah. The the upcoming payment specifically, 557 00:36:50.484 --> 00:36:50.984 choosing 558 00:36:51.685 --> 00:36:52.185 the 559 00:36:52.805 --> 00:36:53.305 payment 560 00:36:53.685 --> 00:36:54.185 cycle 561 00:36:54.565 --> 00:36:55.865 it would apply to 562 00:36:56.244 --> 00:36:57.464 it would apply for. 563 00:36:58.470 --> 00:37:00.090 That's what you're referring to. Right? 564 00:37:00.710 --> 00:37:03.450 That's right. Yeah. We only want to send it out to annual 565 00:37:03.830 --> 00:37:04.970 payers, not monthly. 566 00:37:05.590 --> 00:37:09.110 I agree. I I understand why. Okay. I'll check on the on the status of that. 567 00:37:09.110 --> 00:37:13.290 I know we have a project card on that somewhere. Great. Thanks. Cheers. You're welcome. 568 00:37:13.775 --> 00:37:17.695 Alright. Good things there. You guys are giving back to back great feedback here. Love it. 569 00:37:17.695 --> 00:37:19.635 I see a new name here, Diana. 570 00:37:21.135 --> 00:37:22.915 Looks like you're self muted, Diana. 571 00:37:23.615 --> 00:37:25.955 Not anymore. Okay. Don't worry today. 572 00:37:26.970 --> 00:37:32.650 I'm good. Good. I had a question regarding if you wanna create an individual, 573 00:37:34.650 --> 00:37:37.550 invoice, a one off. We're doing a lot of, 574 00:37:38.694 --> 00:37:46.875 banner advertising, and we're doing the the price depends on the position and the whether they're local, state, or national. 575 00:37:48.055 --> 00:37:49.035 So can you 576 00:37:49.335 --> 00:37:52.950 review how we can we create a one off invoice 577 00:37:53.250 --> 00:37:54.710 for the banner ad 578 00:37:55.010 --> 00:37:56.950 that's not tied to their 579 00:37:57.570 --> 00:37:59.030 Yeah. Membership? Right. 580 00:37:59.570 --> 00:38:00.870 You have a couple options. 581 00:38:01.810 --> 00:38:05.030 Let me show you what I would I would recommend for that. 582 00:38:05.890 --> 00:38:07.830 I would I would recommend the 583 00:38:08.424 --> 00:38:12.365 the sell digital downloads or products or services add on. 584 00:38:12.744 --> 00:38:15.325 And what this allows you to do is to create 585 00:38:16.025 --> 00:38:20.605 services or products that you're selling. Perfect example is banner ad placements. 586 00:38:21.210 --> 00:38:22.510 So you can create 587 00:38:22.970 --> 00:38:25.550 posts saying, you know, buy this ad slot. 588 00:38:25.770 --> 00:38:30.109 You can put a price to it, and the members can just go ahead and pay it themselves. 589 00:38:30.730 --> 00:38:35.550 Now if you're gonna bill them, maybe you're talking to them on the phone, you're negotiating a one time price, 590 00:38:36.285 --> 00:38:37.744 what you can do instead, 591 00:38:38.525 --> 00:38:41.105 you can do this. You can go to your membership plans, 592 00:38:42.045 --> 00:38:45.265 and what you can do is maybe create a new membership plan 593 00:38:46.765 --> 00:38:49.905 and call it, you know, one time 594 00:38:50.470 --> 00:38:56.710 banner payment or something like that. Okay? And just just set the price a one time setup fee. 595 00:38:56.710 --> 00:38:58.330 Just give this a value, like 596 00:38:58.870 --> 00:39:00.490 like $1. Okay? 597 00:39:01.190 --> 00:39:05.050 And I'll show you what you can do with that. So now that you've created this membership plan, 598 00:39:06.035 --> 00:39:11.415 and what another thing you wanna do actually if you're doing this is disable the public sign up pages. 599 00:39:11.475 --> 00:39:11.975 So 600 00:39:12.275 --> 00:39:16.775 disable it, set that to yes, so there's no checkout pages. This is again if you're 601 00:39:17.315 --> 00:39:20.220 going to be manually billing people in the admin yourself. 602 00:39:20.220 --> 00:39:22.960 So now that we have this, I'll go ahead and save that. 603 00:39:24.780 --> 00:39:26.080 What you can then do 604 00:39:26.540 --> 00:39:31.680 is we'll just use this sample, person as a sample, is go to their payment history. 605 00:39:33.974 --> 00:39:39.035 And when you're within their payment history area, just like I mentioned before, you can go to new order. 606 00:39:40.855 --> 00:39:44.775 And it's not gonna this isn't gonna change their main membership plan. 607 00:39:44.775 --> 00:39:51.410 This is gonna add on top of it if we're because we can always go to quick edit and assign their main membership plan on our website. 608 00:39:51.410 --> 00:39:56.390 So what you can do is you can come here and you can see one time banner payment 609 00:39:57.170 --> 00:40:03.605 and it's a by default, it's a one time fee, but what I can do is override here. So I can do $250. 610 00:40:04.865 --> 00:40:08.705 If you wanna bill them today, you can go ahead and set the date as it is. 611 00:40:08.705 --> 00:40:11.525 And you can leave notes so you can say, you know, 612 00:40:11.905 --> 00:40:13.845 like, whatever they call it, like skyscraper 613 00:40:16.000 --> 00:40:17.779 banner ad on homepage 614 00:40:18.319 --> 00:40:20.239 for, you know, July 615 00:40:20.239 --> 00:40:21.199 1 616 00:40:21.200 --> 00:40:25.859 to July 15. So these are more internal notes for you and your team. 617 00:40:26.079 --> 00:40:32.405 And then all you would have to do is click create order, and it's gonna bill this member, you know, whatever you put in the price override. 618 00:40:32.785 --> 00:40:36.405 So just create a membership plan called one time payment stuff, 619 00:40:36.945 --> 00:40:40.085 and then and then you can just come here all day long and 620 00:40:40.465 --> 00:40:43.925 bill people one time payment. It to whatever it actually is. Yeah. 621 00:40:44.580 --> 00:40:45.080 Exactly. 622 00:40:45.140 --> 00:40:49.640 And then just add your admin notes here so you and your team know what this payment was for. 623 00:40:50.820 --> 00:40:55.780 Okay. And then this goes through our normal payment processing gateway, whatever that is. 624 00:40:55.780 --> 00:40:58.475 For us, it's Stripe. But that will Exactly. 625 00:40:58.475 --> 00:41:03.995 It's just gonna bill them through your payment processor and it'll be part of your transaction history and all that stuff. 626 00:41:03.995 --> 00:41:10.895 So it'll be part of the member's payment history so they'll see it in their payment history as well just like their other subscription payments. 627 00:41:11.380 --> 00:41:15.880 Got it. Thank you so much. That's perfect. Alright. You're very welcome. Good question there. 628 00:41:16.180 --> 00:41:17.320 Alright. Antonis. 629 00:41:18.020 --> 00:41:19.320 Did I pronounce that correctly? 630 00:41:19.940 --> 00:41:24.980 Hello, Jason. Antonis from Greece. Antoni. Okay. Okay. From Greece. Thank you for joining us. 631 00:41:24.980 --> 00:41:26.680 And what's your question for us today? 632 00:41:27.565 --> 00:41:29.985 My question is a little about the comments. 633 00:41:30.525 --> 00:41:34.785 If we will have in the future the ability to edit or delete in the front end. 634 00:41:35.005 --> 00:41:38.685 Because, for example, if a user make a comment in a post and, 635 00:41:39.450 --> 00:41:43.790 somehow there is a mistake and want to do correct it, how he can do it? 636 00:41:44.490 --> 00:41:44.990 So, 637 00:41:45.530 --> 00:41:49.609 right now, there isn't a method, but we are planning I don't have an exact date. 638 00:41:49.609 --> 00:41:52.190 We are planning to add more functionality 639 00:41:52.490 --> 00:41:53.630 to the post comments, 640 00:41:54.765 --> 00:41:57.744 members being able to see all the comments they've left, 641 00:41:58.204 --> 00:41:59.585 in their member dashboard, 642 00:42:00.365 --> 00:42:02.065 being able to edit those comments 643 00:42:02.365 --> 00:42:06.625 or deleting those comments themselves. There will be some settings for the admin owner. 644 00:42:07.119 --> 00:42:13.040 And in addition to that is upvoting comments, so people can, you know, upvote or downvote a comment. 645 00:42:13.040 --> 00:42:17.140 I think we're just gonna stick with upvoting comments, and then being able to sort comments 646 00:42:17.760 --> 00:42:18.260 by, 647 00:42:18.960 --> 00:42:19.619 the date 648 00:42:20.405 --> 00:42:24.025 or whichever comments have the most upvotes. So those are, 649 00:42:24.405 --> 00:42:29.925 we're we're gonna do those things in in a batch together when we're gonna refocus on the post comments. 650 00:42:29.925 --> 00:42:35.145 So it's coming soon. I don't have an exact date, but we do have project cards, for those things. 651 00:42:35.720 --> 00:42:36.220 Okay. 652 00:42:36.280 --> 00:42:42.539 And there is the the option that you upload the pixel or emoji like we have in the private chat in the comments? 653 00:42:43.480 --> 00:42:45.660 So we were just talking about that today. 654 00:42:46.119 --> 00:42:49.819 We think a lot of people just want plain text for their comments, 655 00:42:50.465 --> 00:42:52.405 just to keep the UI simple. 656 00:42:52.945 --> 00:42:56.885 What we're planning on we're thinking about the best way to do this is, 657 00:42:58.065 --> 00:43:01.845 allowing the website owner to choose if they want the text editor 658 00:43:02.180 --> 00:43:05.480 because it's still just a comment, so we don't want the full text editor. 659 00:43:05.540 --> 00:43:07.480 Maybe being able to use bold, 660 00:43:08.020 --> 00:43:08.520 italics, 661 00:43:09.220 --> 00:43:10.920 inserting a link or not, 662 00:43:11.700 --> 00:43:14.280 and emojis. I don't know about images. 663 00:43:14.340 --> 00:43:18.135 The problem is with images, again, you don't want people cannibalizing 664 00:43:18.755 --> 00:43:19.735 the whole space, 665 00:43:20.595 --> 00:43:24.615 with with things like that. However, it's not a bad suggestion if it's a setting, 666 00:43:25.155 --> 00:43:27.255 the admin can enable for, 667 00:43:28.435 --> 00:43:31.735 for the toolbar options they want there for their members. So 668 00:43:33.080 --> 00:43:37.160 let me just make a note here because we were just talking about it today. 669 00:43:37.160 --> 00:43:40.140 So we know we wanna do bold, italic, 670 00:43:41.240 --> 00:43:42.540 the emoji option, 671 00:43:43.960 --> 00:43:45.020 and maybe, 672 00:43:45.775 --> 00:43:50.755 images, and I think if we had an advanced setting where you check off these toolbar options, 673 00:43:52.575 --> 00:43:53.475 advanced setting, 674 00:43:54.095 --> 00:43:55.795 to select the toolbar 675 00:43:56.655 --> 00:43:57.155 options 676 00:43:57.455 --> 00:43:57.955 specifically 677 00:43:58.950 --> 00:44:00.410 for post comments 678 00:44:01.030 --> 00:44:01.530 editor. 679 00:44:02.150 --> 00:44:03.910 That would probably be the best way to do it. 680 00:44:03.910 --> 00:44:07.849 So you can choose to enable this, but it won't affect anyone's current, 681 00:44:08.950 --> 00:44:09.849 current websites. 682 00:44:10.470 --> 00:44:15.244 Okay. Thank you very much for the update. Okay. Thank Thank you for your question. Appreciate it. 683 00:44:15.625 --> 00:44:17.005 I think with post comments, 684 00:44:17.625 --> 00:44:22.285 you always want no follow links by default. You don't wanna even give them the chance. 685 00:44:22.665 --> 00:44:27.165 Links are, again, also dicey with with comments because, we've learned with WordPress, 686 00:44:28.170 --> 00:44:29.849 they can be spammed the heck out of. 687 00:44:30.730 --> 00:44:37.069 So, yeah, plain text was the was the current method, but, yeah, more and more people are asking for a few toolbar options for post comments. 688 00:44:37.849 --> 00:44:42.430 Alright. Good question there. Let's see who else. We got some more hands up. We got a good friend, 689 00:44:42.885 --> 00:44:43.385 Drag. 690 00:44:43.925 --> 00:44:48.425 Hi. It's so great to be here again. First of all, I would like to thank you for 691 00:44:48.805 --> 00:44:50.665 listening to us as members, 692 00:44:51.605 --> 00:44:55.945 and for doing the additional options for memberships. You know, for example, if 693 00:44:56.319 --> 00:45:05.059 a nonmember wants to leave a review to a member or something that we can limit that because, you know, for a lot of us, you know, we want to have membership websites 694 00:45:05.520 --> 00:45:06.020 and, 695 00:45:06.400 --> 00:45:10.185 limit some content to members only. So, basically, my question is, 696 00:45:10.665 --> 00:45:15.165 and I'll give you the link to my website. So it's called servesinamerica.com. 697 00:45:15.705 --> 00:45:18.585 Basically, you can see member log in and then log in now. 698 00:45:18.585 --> 00:45:21.165 And then below, we have two buttons, one red and one green. 699 00:45:21.945 --> 00:45:24.605 I noticed there is a lot of confusion with members 700 00:45:25.350 --> 00:45:29.130 making individual accounts. So I have individual and business accounts as separate. 701 00:45:29.510 --> 00:45:30.490 And for some reason, 702 00:45:30.950 --> 00:45:36.870 a lot of businesses open individual accounts and not under, you know, an an individual's name, but under a business name. 703 00:45:36.870 --> 00:45:38.170 So is it the way to, 704 00:45:38.630 --> 00:45:47.005 to change the text simply to simplify it, you know, instead of saying not a registered user, create free user account to say create an individual account or something like that? 705 00:45:47.005 --> 00:45:52.065 Sure. Yep. That that's gonna be under your that's a good question. It's under your menu manager. 706 00:45:53.020 --> 00:45:56.960 Mhmm. And here, it's your login page sign up buttons. 707 00:45:58.460 --> 00:46:03.760 Oh my god. I can't believe it was that simple. Yeah. And here it says, not a registry to create, 708 00:46:04.380 --> 00:46:07.900 what do you want it to say? Individual user account? Yeah. I I can update it later. 709 00:46:07.900 --> 00:46:11.234 Thank you so much. No. That's There you go. I I could thank you so much. Yeah. 710 00:46:11.234 --> 00:46:15.635 I can't believe I did You're welcome. That's all for me. Thank you so much. You got it. Okay. 711 00:46:15.635 --> 00:46:16.695 Good stuff there. 712 00:46:17.234 --> 00:46:20.595 Yeah. We're just about past that time, so I think that's a good place for us to stop. 713 00:46:20.595 --> 00:46:22.250 If we didn't get your questions, 714 00:46:22.710 --> 00:46:27.610 please make sure to ask them in the Facebook group. We'll be sure to answer them there. 715 00:46:27.830 --> 00:46:34.170 Dave, thanks for putting together this list of the top 10 commonly overlooked tools for managing transactions. 716 00:46:34.310 --> 00:46:38.925 And, yeah, you can join the Facebook group at brilliantdirectories.com/facebook. 717 00:46:38.925 --> 00:46:44.445 And on behalf of myself, David, and the entire Brilliant Directories family, thank you so much for joining us. 718 00:46:44.445 --> 00:46:49.085 Have a great day and a brilliant week. The next webinar will be in two weeks. We'll catch you then. 719 00:46:49.085 --> 00:46:50.065 Take care, guys.