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Alright, everybody. Welcome to another edition of webinar

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Wednesday. It's great to be with everyone here today. It's been a while. We did skip a webinar.

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We had some housekeeping, in house housekeeping to do to catch up on some things, But it's great to be back with everyone here today.

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I do see some new names here.

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Nick, good to see you.

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And who do we have here? Bernie, great to see you.

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Good friend Arlana is here, as well as Jeff and Colette.

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Alright.

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If you wanna raise your hand right now and just give a little shout out or hello, we can unmute your microphone.

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You can give us a friendly

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howdy and hello if you'd like to do that while we're waiting, for everyone to get logged in here.

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Bernie,

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looks like yourself muted, Bernie.

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Hey Jason,

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thank you for all your help thus far really looking forward to building with you guys. Fantastic.

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Where are you calling in from Bernie?

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Edmonton, Alberta, Canada. Okay. Great to have you with us. Thank you. Thanks.

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Alright good stuff there. Alright guys let's dive right into it.

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Welcome to another edition of webinar Wednesday.

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I think we're hitting up to number one twenty five or this might be one twenty five.

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So the numbers are getting up there were triple digits.

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If this is your first time joining us today, welcome.

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It really is a treat and great to be with you guys here today. I am Jason

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there on the left and we are lucky to be joined as always by David Rocklin,

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the digital strategist here at Brilliant Directories. And today, we have a very

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very special guest, Gabriel from Treehouse Marketing.

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He is a BD alumni. He used to work here in house at BD with us and he has graduated.

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He started Treehouse Marketing helping BD clients

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with their membership website. So great to have you here with us today David and Gabriel.

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Absolutely.

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Very much looking forward to our tip of the week and what Gabe is going to be sharing with us all.

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Thank you so much man. It's a pleasure to be here again. Awesome. And,

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I always like to mention, we are streaming on YouTube live today as well.

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Obviously, the benefit of that is the replay will be instantly available.

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We'll drop a link in the Facebook group

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for everyone and for those of you who are joining us on YouTube, although we can't unmute your microphones, feel free to type in your questions there and we'll try to get to a few of those during the webinar as well.

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And speaking of social networks

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like YouTube and Facebook,

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you can join our Facebook group, brilliantdirectories.com/facebook.

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If you're not already a member, it's a great way to keep in touch in between webinar Wednesdays.

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I'm in there myself

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answering questions.

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Some really really great discussions have been started,

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this last just even this last week.

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Strategies to, and recommendations

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for converting free members into paid members,

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modifying certain things on the directory sites within the BD platform.

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So really cool stuff. So I do recommend joining brilliantdirectories.com/facebook.

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Just click on the blue join button. Look forward to seeing you there.

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And I do see a handful of new names and faces. So welcome everyone. Welcome Don.

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And also let's see who's Shelly. Welcome to the webinar as well.

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So just a little insight webinar Wednesday.

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It's it's kind of our way not only to connect with you guys in the community but to kind of showcase some of the newer features that are baked into the BD platform.

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Specifically, the type of features that can give you actionable,

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actionable steps to help grow your community. So,

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we'll cover topics, related to increasing traffic,

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converting visitors to, paying members or subscribers,

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and really anything geared towards potentially generating revenue or improving the website's navigation to improve conversion.

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So if you have questions on any of these topics or anything about your BD or membership websites, please save them.

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We will do our best to get to as many questions as we can

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today.

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I do see, people are still

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logging in here. That's usually why I like to wait an extra minute at the beginning of the hour.

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Nevertheless,

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we do have some quick BD lab updates to share with you. Most of these items are coming soon.

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But one of the more prominent ones that everyone has been waiting for, especially the developer

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crowd of BD,

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the phase one of Zapier integrations

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has been released. There are a handful of additional phases coming out, but in this phase,

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you can now send default form data, your contact form. I'll show you in just a second.

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Member reviews form, lead form data

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from your BD website and zap it into Zapier and then of course, connect it to any of the third, third party solutions, that are already integrated,

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with Zapier.

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Let me go ahead and show you where these initial settings are and I can kind of give you an overview of the direction we're heading with this as well.

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So if you have the developer

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hub enabled on, your BD site, it's at the bottom here. You can click on developer hub.

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And at the bottom here, you'll see what's called webhooks.

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The way Zapier works with BD is effectively through, their webhooks.

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And in the previous webinar, I went through the steps of creating a webhook and submitting the form and all that.

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I'll save that actually till we have a few more of the phases released.

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But currently, it's a little limited but this is the phase one that's gonna unlock everything moving forward in the future.

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You can create webhook events.

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And from our testing, it works with Zapier.

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We're certifying that but it seems to be working with other solutions that can also take

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webhooks such as Pabbly,

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and a few others.

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And in this phase, what you can do is you can create a webhook within Zapier and send the default member review form into Zapier.

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So when a member receives a review, you can send that data into Zapier with a webhook.

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The default contact us form, so your website contact us form, you can send that data in to Zapier.

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Your newsletter sign up form, you can send that in to Zapier.

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That's a default newsletter sign up form.

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And the lead submission form, so when people are trying to contact your members,

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they fill out that form on the side in the sidebar or the send message button that the quote unquote get match form as we call it.

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You can send that lead data into Zapier and of course sync it with other third party

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solutions.

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So this is the phase

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one. There's two phases operation warp speed. There's two phases going on simultaneously

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for this. The

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ones that are in QA right now is being able to create a a webhook event for a custom form that you have.

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So these are default forms that come with your b d site.

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So if you're creating a survey or an application form

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or any type of custom form or survey or application you're creating on your site,

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you can create a webhook

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event for that. You'll there'll be a button here that says create webhook event event

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and you'll be able to choose which custom form you want that to be synced to.

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The other phase that's coming down the line is sending member sign up data into Zapier.

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So when you have a free member sign up, of course that data is stored in your BD database

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database.

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You'll be able to send that sign up information into Zapier. Same thing with paid sign ups.

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And this will also work if you're adding additional custom fields to collect during the initial sign up process for members.

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So pretty exciting then when your members sign up, not only can you save their data into your, obviously into the BD database that you have, but you'll be able to send that new sign up data elsewhere.

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Maybe you're using another c

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CRM for email sequences or, you know, whatever it might be.

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You'll be able to send all that info there.

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In addition to that, so these are all

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Zapier,

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updates for sending data out from BD into Zapier.

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After we we finish the bulk of those, we're gonna be focusing on being able to zap data into your BD site.

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So if you have third party lead forms,

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if you have third party sign up or registration forms for your members, you'll be able to zap that data into your BD site, which should help with a lot of flexibility

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and being able to

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sync your data to and from your BD database.

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So really excited for all that.

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Back to the updates.

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Alright. We mentioned this in the previous webinar.

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This one is just about to be released being able to customize

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the checkout page URLs.

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We're all familiar with the sign up pages on your BD site.

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You have to go to your domain forward slash checkout and then forward slash the membership ID.

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It works fine but sometimes you want to change the word forward slash checkout

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or you'd want it to be something besides the ID number of the plan they're signing up to at the end so you'll have better control over those URL names and changes very soon.

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Speed updates related to lazy loading some of the elements on your site.

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So we started this closer to probably the middle of the year, the end of the beginning of this year.

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We started focusing on more speed updates and have pushed

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a good chunk of them so far, but there's still more to be done.

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We're gonna lazy load the Google recapture security.

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By default that's being loaded right when the page loads.

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However, it really only needs to load when the user clicks on a form that has the Google recapture security.

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That thing that says I am not a robot.

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That's going to tick the needle a bit on speed scores.

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Same thing when you're doing location searches and then Google pops up some suggestions.

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That only needs to initiate when you start typing into the location input field.

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And we're also gonna be lazy loading the search results images.

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So when users get to a search results page with a lot of images on there, it will only load the images in the viewport.

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So that's gonna help with speed updates across the board for all BD users.

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Copied that one twice, member sign up. So that's a user error there.

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Let's see if there's anything more to come. Here we go. So more Zapier integrations.

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We just see that that's gonna help the platform be more flexible,

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and integrate with the way other people are using

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other solutions.

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We're also gonna be improving newsletter reporting and segmenting to give you guys better stats.

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Also, this has been highly requested just after a few of these updates are completed.

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We're gonna be focused on

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creating the ability to have coupon codes

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for your one off purchases. So being able to create a coupon code for lead purchases, pay per post,

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and digital downloads. Those are the one off purchase options within the BD platform.

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We're just figuring out how to limit it based on membership plan.

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Is it only for a specific product or a specific member?

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So we're just gonna work out those kinks and as soon as that's done, hopefully, we'll be able to release that to you guys soon.

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And then also the ability to create better emails,

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for your newsletter.

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So we'll be adding more blocks and we'll be improving the workflow when you're scheduling a newsletter as well.

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So lots of things coming down the line here.

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What I'd like to do is maybe take a couple questions about these updates specifically if you have any or any comments

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or feedback or suggestions do you have on any of these here. And we have Ryan's hand up. Ryan?

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So in the image settings do you can you talk to those those options at the top those three options and what those three things do?

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Yeah absolutely that's a good that's a good topic there. Let's go we're in the developer hub.

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So in the image settings here.

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Okay. So disabling it will just not lazy load any images.

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So when the page loads it's also simultaneously

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going to load all the images in the order that they're coded on the page.

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So that's that's been the way it's been forever,

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with BD and most websites.

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My recommendation

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for the best for the best loading and speeds is load images after scroll.

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So once

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the visitor comes to your home page or a page, the moment that they start scrolling,

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that is when the images will start loading.

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Now when you do speed tests like Google page speed or pingdom,

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they're never scrolling

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like a user does like with their mouse. So those images are never gonna load.

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So you're gonna get the benefit of the lazy load for the page

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speed scores and for the user experience as well.

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Load images

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after page load. That would kind of be the in the middle.

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It's going to and these are off screen images.

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Like when there's an image that should be on the screen, it's gonna load that one.

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These are images that are you need to scroll for.

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But load images after page load, what that's gonna do is it's gonna load all the other elements of the page first and then it's gonna focus on loading,

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the images further down the page. So back to,

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the interactive

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thing where where users can start interacting with the page.

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Those images won't slow down the user's ability to interact with the page initially.

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So my my recommendation would be load images after scroll or load a minute images after page load.

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So everything else will load and then the remainder of the images on the page. Ryan?

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Does that make sense? Yeah. Yeah. It does. I just know it's real names that I keep sharing it.

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Okay. Thank you. Good question there. Alright. Good stuff there, guys.

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Thank you for the questions, and we'll definitely keep you guys posted as more updates are available and in the Facebook group as first.

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That's usually the first place, we'll find things. Alright.

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And as we mentioned, we do have a special guest with us today,

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Gabe from Treehouse Marketing and Development.

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Gabe, your company, you guys in your labs have created cool plugin.

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It's a multi step for lead forms. We'll talk more about that.

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But thank you for taking the time to join us today, Gabe. Thank you. Thank you, Jay.

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And, yeah we have created a very unique and magical as you put it plug in to allow people to create multi step lead forms on their websites with existing

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billing directories functionality.

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But I think before we're going to go into that we should mention a little bit what is the lead system on Brilliant Directories for the new people right.

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So

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for the people that are new and for some people that haven't used this piece of functionality on the Brilliant Directories system.

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The Brolin Directory's lid system is essentially

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a wonderful feature that allows website visitors to connect with professionals or businesses that offer different services that they may need.

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Right? And it allows us to connect them automatically

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through this system and match them. The Broad Directories lead system

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is usually used more on

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service driven websites. Right?

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It's used by a lot of different types of people like fitness trainers, contractors,

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event planners.

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Yeah this is a great list you put together here basically any any directory site where the visitor is trying to find or connect

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with businesses so these could be like yellow pages type of sites or local business directories that, you know, list businesses for a certain region.

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More so I think it works when it's, you know, trying to connect a consumer or person with a type of professional.

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For example, like if you're looking for a bakery, a bakery doesn't need to pay for a lead for someone looking for muffins and donuts generally.

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But a lawyer or a contractor

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or an interior designer,

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they may be more apt to pay for leads, and that's something a consumer is gonna want to fill out a form,

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to get a quote or a bid or to get connected with that type of a professional.

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The the industries are are infinite but it's generally that type of a professional that we see most sites using the lead system with, the lead features with.

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Yep. Yep. And, let's take a look

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at what benefits come with the out of the box

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lead form. Right?

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Some of the benefits here are that the lead form that billing directories offers you collects all the basic information that any of those professionals that Jason was just mentioning

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usually needs. Right? It also works well for just any type of general inquiry,

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for any type of niche. Right? And, it's ready to go. Right?

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And it has great on and off toggle settings that people can

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use to turn off different fields in the lead form.

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Yeah and I thought before we got into your multi step form and I'm not gonna drag this out but I'm just gonna quickly show an example of how the default lead form works just in case we have some users here who are not too familiar with it.

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So this is our demo bootstrap site here and I'll just click on John Smith's profile

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and you notice here and you could disable these it just depends on the type of site that you're running but you'll you know, we notice things like send a message and we also have the send message form in the sidebar here.

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Sending John Smith a message is a lead for him.

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It's it's a consumer or someone who's interested in his services.

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So I'll just go ahead and fill out this lead form here

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real quick, and then we'll see how John Smith, receives this, lead form this lead inquiry.

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So I wanna meet Sunday at 9AM,

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and I'm located in,

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New York,

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New York, New

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York. And I need a lawyer.

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Fast.

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Do you do

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dog cases?

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Alright.

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So I'm gonna submit this.

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And what's cool about the demo site is I can actually log into John Smith's

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profile that says here your message has been sent.

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So John Smith now got an email from the system saying hey there's a potential lead for you to purchase.

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You can give these leads to your members for free. That is certainly an option.

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Most sites that are lead focused for their members, they're charging a nominal

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fee for that lead.

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But when John Smith is logged into his dashboard here, he can manage his leads.

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He can click on the link in the email as well to get to this that he received.

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So here's the lead I just created.

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I'll click on view more

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and the lead price for John Smith is $10. Here we can see the person's name,

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some of the information,

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I'm located in New York, I need a lawyer fast, and also the origin page it was filled out on his profile so he knows that this person is probably interested

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in him.

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So I'm just gonna go ahead and purchase this lead. This is our demo site.

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It's a little slower on the, the payment processing because it's using dummy data, but I'll just go ahead and but what's happened is John received,

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an inquiry on his profile.

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He got an email notification saying that there's someone interested in your services.

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He came back to his profile. You, the website owner, have set the lead price,

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to whatever makes sense on this for this industry.

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In this case, it's just $10 for John to purchase this lead.

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And after the lead is purchased, he'll get an email

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and also in his dashboard here.

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When you purchase the lead, you can then see the email address and the phone number and any other fields you had previously chosen to hide

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during the lead process. So now John can contact this this person and he has an opportunity

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to close a sale or land a new client with this lead. So,

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that's the default system for those of you who have may not be familiar with it.

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Great explanation Jake.

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And when you have many questions that need to be asked on your lead form, right?

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The form that these visitors are filling out.

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Most multi step forms take users through specific stages

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in order to submit their inquiry.

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And as you can see here's a quick example of what that multi step form is.

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And let's talk about a few different scenarios where they might be useful.

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So

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multi step forms could be really useful when you're trying to ask for more data in order to buy the lead for your members.

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Right? You're asking the visitor for more information in order to provide that to your members.

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Some members in some niches will require

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more information in order to be able to decide whether that lead is something that they want to invest in or not.

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So you know that's one of the benefits.

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Multi step forms allow you to divide those questions in a more pleasant way.

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It can also allow you to ask for more detailed answers.

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It's good when you are asking more than you know six

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questions, six to 10 questions in a form.

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And

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it's also very very useful when

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you have

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different lead forms for different categories on your site.

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As we all know there's directories for every single niche that you can think of.

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And a lot of times directories have more than one category and you want to be able to create a lead form that is very specific with very specific questions to that category.

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And you know that that's one of the use cases

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of multi step forms here. And of course you want to use this,

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after you know absolutely have tried the default functionality

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within really directories and you know that you've outgrown

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the features that Jason just showcased.

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And these are really good points and at the top point there when your members require more data in order to buy the lead, you know if you have to add more questions,

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let's say it's for construction and you need to ask the visitor is this for a residential

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or a commercial project because some professionals only do residential or commercial.

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So they need that information, that additional information

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in order to make a buying decision for that lead.

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Maybe the leads expensive, maybe it's $50 or a hundred dollars,

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a lead.

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What's good is when you ask more questions, that lead becomes potentially more valuable because, you know more about the project, you know that the person is potentially more more committed to following through,

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and receiving a quote or a bid because they've they've filled out more questions in that question

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So, these are really good points here, Gabe, on when to use a multi step form as opposed to the simple default form that comes with BB.

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Yeah.

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Some of the benefits of using the multi step form, to go into those is that when you have so many questions

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and you have them on a really long form, it can really provoke form fatigue and a lot of psychological friction.

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When you divide the form into different steps and stages, it can avoid that.

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It can save that it can save you from losing a potential visitor from filling out your form.

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So this though that's one of the benefits. Right? You avoid form fatigue for your users.

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Then also, usually, multi step forms, they have progress indicators. Right? So

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when people see that they're advancing and that they're moving forward, it really encourages to move forward and finish completing the form.

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Another benefit is that because you're dividing the form into different steps, you essentially hide the last steps, right, until you get to them.

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And it allows you to put sensitive information in those last steps where users are already a bit more committed to going all the way.

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And at a first glance,

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forms seem a lot less intimidating and effortless to complete. Right?

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So those are the multi step form benefits.

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Right. Basically it makes the form less daunting. Right?

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When you're when you're staring down the barrel of of 30 questions,

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you might not be so inclined to fill out a form.

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But if you split that up into maybe five steps of six questions or whatever the number might be,

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that kind of alleviates,

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some of the

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the scariness

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of of potentially filling out that form for the user.

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So yeah you know now love to just showcase

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everyone here how our multi step lead form plug in works.

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One of the great things and maybe something that we didn't mention Jason is that multi step forms you know you can create them for anything but our plug in is

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a multi step lead form plugin which

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essentially

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connects with your default Brilliant Directories lead form.

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Awesome, yeah.

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So let's just take a look at the first visual of what this lead form plugin multi step plugin looks like.

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So essentially here we have the default Broil Directories form

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with five different steps divided into five different steps.

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In this particular case, this particular client where we installed the plugin on is requiring us to fill out this

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first step which is only asking for the category. Right? It looks very

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easy to fill out right and move forward. So let's try it. Now let's select category here.

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Let's click next. Next step is adding in your location.

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There we go.

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There we go.

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Let's select a member. Right now on step three we have to choose who we want to send this lead to

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and we click next and we start filling out the rest of the fields on the form.

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So let's just say Jason is the reference name,

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Gabe

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is the contact person,

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my phone number.

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Next,

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this is a test message. Right? We're filling out the last step of the form.

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Select the date.

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We select that the quote is required.

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I'm not a robot. We click that we're not a robot. We click submit and the lead starts processing

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as usual

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on the Brilliant Directories lead system.

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Now that lead went into the Brilliant Directories lead engine where it matched the lead

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to the specific person that we selected in this particular case. Right?

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So that's the front end visual of what this plugin can allow your forms to look like.

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And just to go over the back end a little bit,

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essentially

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we're using the regular Brilliant Directories lead form that you can all find in your Brilliant Directories,

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dashboard under Toolbox, Form Manager. It's your git matched form.

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You can look look it up like this and modify it with all the usual Broad Directories features.

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Once you've done that we would

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essentially allow you to select that form through our plugin.

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Right, our plugin is called the lead step form plugin.

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In this plugin

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you are able to

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select any of your git match forms because you can create multiple forms for different categories but in this particular case there's only one.

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And when you select the form essentially all of the form fields that are in your git match form would show up on the left hand side

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first. Right? And then you would be able to organize all of the different

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form field steps,

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into the different sections and stages that you'd like on the form.

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You can easily drag and drop different

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form fields

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onto specific steps and you can also add as many new steps as you want to the form.

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And then just hit save changes. And that's how the plugin works.

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Essentially, you would just embed our plugin onto a regular

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web page within your Brilliant Directories website

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and, and launch your own multi step

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lead form. So that's really cool.

393
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So in the beginning all the fields are on the left hand side and then you start

394
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creating the steps and putting which fields go into which steps.

395
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Exactly.

396
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Right you can you can omit fields like that one if you didn't want it

397
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and then you just leave on the left hand side what you don't want and move to the right what you do and and your tool takes care of like going to the next page in the previous page and things like that

398
00:27:03.095 --> 00:27:04.875
Correct, yeah correct it does.

399
00:27:05.255 --> 00:27:08.055
Let's take a look at it here. I don't want to put you on the spot.

400
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Do you have another example that you can show us as well? Yeah let's take a look at this website.

401
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This website is a contractor directory website

402
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and

403
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essentially they wanted us to create this menu here at the top with all of the different

404
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types of categories that they have.

405
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And each one of the categories

406
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redirect people to a lead form with specific questions

407
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for this category. For example, you know if we go to roofing here,

408
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we can take a look at

409
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this page.

410
00:27:38.684 --> 00:27:47.700
So this is a lead form you've customized this just to ask questions related to roofing, but it's it is the lead form just modified only for roofing here.

411
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What is the purpose of this project?

412
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When do you need to start this project? Alright, let's go to the next page here.

413
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What type of roofing material are you looking for?

414
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So this is an example where now we're getting specific

415
00:28:00.100 --> 00:28:06.045
and this is maybe there's the roofer that only focuses on metal as opposed to tile. Right?

416
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And that's gonna help them with their their purchase decision of that lead, to make sure the lead is valid for the services they offer.

417
00:28:12.845 --> 00:28:13.805
What type of property?

418
00:28:13.805 --> 00:28:18.490
I mean, it, you know, it depends if it's an entire house, if it's just a a condo.

419
00:28:18.550 --> 00:28:23.690
It's it's more valuable if it's, maybe like a commercial warehouse. Right? It's it's very huge.

420
00:28:23.830 --> 00:28:29.745
So Awesome. It can provide more detailed insight for the for the member receiving the lead. Yeah.

421
00:28:30.044 --> 00:28:36.705
It it seemed to me on the first example that you showed us, it was a bit more customized because you got to choose a specific member,

422
00:28:37.325 --> 00:28:39.024
which it which is not normal.

423
00:28:39.085 --> 00:28:48.550
That's that's beyond the normal leads, the lead form stuff this one seems like it's more geared to just asking question after question until the lead is submitted is that right?

424
00:28:48.770 --> 00:28:51.750
Yeah correct this one is more geared toward that it's more

425
00:28:52.050 --> 00:28:54.275
out of the box so to speak Gotcha.

426
00:28:54.275 --> 00:28:59.554
That first one that you showed us, I use Thumbtack and I use HomeAdvisor and that's kind of how it works.

427
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You search for the service and then you can request quotes into the ether from anyone or it shows you members who provide those services and then you continue your request sending it to them so that's really high level stuff there.

428
00:29:11.920 --> 00:29:14.720
Can we continue with this for your form? Can we get to almost step five?

429
00:29:14.720 --> 00:29:18.660
We don't have to submit it because I know we're doing a test here. Yeah. Yeah. Absolutely.

430
00:29:18.880 --> 00:29:20.900
What kind of work do you need help with?

431
00:29:21.515 --> 00:29:25.135
Yeah. We can select the category here. What is the nature of the project?

432
00:29:25.835 --> 00:29:27.455
Complete replace roof,

433
00:29:27.915 --> 00:29:30.815
install roof on new construction, repair existing roof.

434
00:29:30.955 --> 00:29:34.735
That way they can get an insight as to you know how big the project is. Right?

435
00:29:35.730 --> 00:29:38.150
Are you aware of any leaks or damage to the roof?

436
00:29:38.770 --> 00:29:39.990
Let's just say yes.

437
00:29:40.370 --> 00:29:45.270
And of course the person who created this form is obviously familiar with the questions to ask.

438
00:29:45.410 --> 00:29:47.110
Correct. Yes. Because

439
00:29:47.410 --> 00:29:50.745
they're of course coming to the website and seeing the category first.

440
00:29:50.745 --> 00:29:52.205
They're being redirected through,

441
00:29:52.985 --> 00:29:55.485
a call to action to request a quote for,

442
00:29:55.865 --> 00:29:57.785
roofing and gutter services. Right?

443
00:29:57.785 --> 00:30:03.245
So, yeah, just depending on how granular you wanna get with these with forms for categories, you can really

444
00:30:03.550 --> 00:30:07.630
get rid of very specific, across your whole site. Very cool. So guys, yeah.

445
00:30:07.630 --> 00:30:08.990
We're do we are doing a little plug here.

446
00:30:08.990 --> 00:30:14.030
If you wanna reach out to Gabe, you can email support@treehousemarketing.org.

447
00:30:14.030 --> 00:30:18.130
Guys obviously do more than just the the lead form. You guys have lots of cool tools.

448
00:30:18.845 --> 00:30:22.625
And also Gabe is in the brilliant directories marketplace

449
00:30:22.925 --> 00:30:27.505
and if you'd like more information on the lead form, here is the link here

450
00:30:28.125 --> 00:30:30.785
in our marketplace, the plugin, partner plugins.

451
00:30:31.405 --> 00:30:34.260
But thank you so much Gabe for for sharing that with us.

452
00:30:34.260 --> 00:30:37.640
I'm I think that's super cool what you guys built. I see its simplicity.

453
00:30:38.100 --> 00:30:39.160
I see its complexity.

454
00:30:40.100 --> 00:30:45.480
I see its different use cases so it's really awesome, that that you guys made that available.

455
00:30:45.540 --> 00:30:46.840
Thanks so much, man.

456
00:30:47.335 --> 00:30:51.175
Alright. So, what we can do now is we can open it up to some q and a. Let's see.

457
00:30:51.175 --> 00:30:57.255
We got some hands up here. Yep. I'll go ahead and unmute you, Helen. Hi. Can you hear me? Yes.

458
00:30:57.255 --> 00:30:59.975
How are you today? I'm great. This is my first,

459
00:31:00.455 --> 00:31:02.635
webinar. I'm a new

460
00:31:03.470 --> 00:31:06.690
user and still in the process of building our,

461
00:31:07.390 --> 00:31:07.890
website.

462
00:31:08.270 --> 00:31:12.370
I'm interested in using this. Our our use case, we have a membership

463
00:31:12.670 --> 00:31:13.650
kind of a community

464
00:31:14.350 --> 00:31:14.850
organization.

465
00:31:15.685 --> 00:31:18.665
Mhmm. So in our case, we're not actually

466
00:31:19.045 --> 00:31:27.865
creating leads or or having people search for leads, but we're using the site so that our members can interact with one another.

467
00:31:28.005 --> 00:31:33.360
So I could think of, you know, the case you said about using these forms.

468
00:31:33.980 --> 00:31:39.039
I think it might be applicable for us in terms of when we have new members that join

469
00:31:39.580 --> 00:31:40.080
because

470
00:31:40.460 --> 00:31:43.360
we do have a lot of questions that we ask our members.

471
00:31:43.725 --> 00:31:47.424
So I liked what you said about making the whole process more digestible

472
00:31:47.725 --> 00:31:48.785
and less intimidating

473
00:31:49.325 --> 00:31:52.145
because we do have several questions. So I was wondering

474
00:31:52.525 --> 00:31:54.304
if you have the ability

475
00:31:54.924 --> 00:31:59.700
to for example, if they get to one question on, you know, step one of the form,

476
00:32:00.340 --> 00:32:03.399
are the questions different depending on which way they go?

477
00:32:03.779 --> 00:32:05.159
Mhmm. Conditional logic,

478
00:32:05.539 --> 00:32:09.480
in the forms. Yeah. That is something that can be created. Our plugin

479
00:32:09.860 --> 00:32:15.945
out of the box doesn't include that, but it is definitely possible to to develop on the Brilliant Directories platform.

480
00:32:15.945 --> 00:32:19.165
And there are a lot of use cases that I've seen,

481
00:32:19.705 --> 00:32:21.805
for conditional logic on forms.

482
00:32:22.185 --> 00:32:25.645
And, I'd love to, you know, discuss more what specific,

483
00:32:26.265 --> 00:32:29.085
conditional questions you need and and and look into that.

484
00:32:29.520 --> 00:32:34.660
Yeah. Yeah. For example, we have, a family membership. So if someone

485
00:32:35.040 --> 00:32:38.420
wants to join and they say, okay. We're joining as a family,

486
00:32:39.280 --> 00:32:40.980
because we're we're genealogy

487
00:32:41.280 --> 00:32:47.865
researchers. So if they say they wanna do it as a family, we allow them to have up to four users,

488
00:32:48.725 --> 00:32:50.025
and each person

489
00:32:50.325 --> 00:32:54.185
can have their own, you know, login as part of that family.

490
00:32:55.620 --> 00:32:59.480
So the next question we always have to ask is if they say they want a family membership,

491
00:32:59.780 --> 00:33:03.320
okay, what are the other members of the household that are gonna you know?

492
00:33:03.380 --> 00:33:09.640
And then they have to put their their individual names and email addresses for those additional family members.

493
00:33:09.975 --> 00:33:14.794
And and Helen, just to show you something you could do today without any customizations

494
00:33:15.095 --> 00:33:18.294
at all, I was I was like to go that route first,

495
00:33:18.934 --> 00:33:19.755
when possible.

496
00:33:20.455 --> 00:33:21.835
You can create your

497
00:33:22.700 --> 00:33:24.000
your pricing page,

498
00:33:25.340 --> 00:33:29.260
and you can you create a page and it says what plan do you want, right?

499
00:33:29.260 --> 00:33:33.760
And you can choose the family or I guess the other one would be like a single person

500
00:33:34.380 --> 00:33:35.325
plan, right?

501
00:33:35.804 --> 00:33:43.745
So what you can do is and then they choose family plan and you take them to the sign up page where they just they put an email a password and now they have their account.

502
00:33:44.445 --> 00:33:49.505
What you can do is with that account you can use the BD add on multi member manager

503
00:33:50.220 --> 00:33:50.880
and assign

504
00:33:51.420 --> 00:33:52.720
three additional users

505
00:33:53.020 --> 00:33:53.820
to this account.

506
00:33:53.820 --> 00:33:58.160
And once they've registered the parent's account, we'll call them the the main user account,

507
00:33:58.620 --> 00:33:59.920
that user can then,

508
00:34:00.460 --> 00:34:04.960
using this plug in, create the three additional logins for the other family members.

509
00:34:05.585 --> 00:34:07.685
So you could you could just use this.

510
00:34:07.745 --> 00:34:13.765
Maybe you want to make a video, a thirty second video showing them how to add family members to their family accounts.

511
00:34:14.385 --> 00:34:18.545
It's really simple but this way you don't necessarily need the conditional logic.

512
00:34:18.545 --> 00:34:22.690
You just create a landing page with with two buttons to choose what plan you want.

513
00:34:22.690 --> 00:34:30.530
It takes them to the plan sign up page and then the family plans can have you can set how many additional users that plan can have.

514
00:34:30.530 --> 00:34:36.255
You set it to three additional users and then they can and once they're logged into their dashboard, they can invite and add

515
00:34:36.815 --> 00:34:40.434
the additional family members using this this add on here.

516
00:34:40.815 --> 00:34:43.934
That sounds that sounds like exactly what we need. Yeah. Okay.

517
00:34:43.934 --> 00:34:50.654
I think this would be a good good first step, but, of course, conditional logic, with with Gabe is you can explore that as well.

518
00:34:50.654 --> 00:34:53.429
Okay. Great. Thank you. You're welcome. Yeah.

519
00:34:53.429 --> 00:34:56.949
The the multi member manager, this has been one of the more popular add ons.

520
00:34:56.949 --> 00:35:01.450
It allows one main or parent account to add additional what we call sub accounts.

521
00:35:01.830 --> 00:35:04.730
Those can be family members in Helen's case,

522
00:35:05.095 --> 00:35:07.095
but the person just needs to register first.

523
00:35:07.095 --> 00:35:12.475
And once they're in their dashboard, then they can hop on and start adding the additional users and profiles.

524
00:35:13.575 --> 00:35:14.615
Alright. We have,

525
00:35:15.015 --> 00:35:19.900
Tyler's hand up. Good friend Tyler here. How are you today? Yes. Hi, Jason. Thank you.

526
00:35:20.780 --> 00:35:22.160
And I was wondering,

527
00:35:22.700 --> 00:35:23.920
it's along the basis

528
00:35:24.380 --> 00:35:24.940
of your,

529
00:35:25.340 --> 00:35:27.600
lead forms, sign and such.

530
00:35:27.900 --> 00:35:30.800
I had previously already implemented the,

531
00:35:31.420 --> 00:35:32.400
lead based forms,

532
00:35:33.035 --> 00:35:34.255
and they are selling.

533
00:35:34.715 --> 00:35:43.455
I was wondering would these changes, updates, you know, are they gonna affect the look and the design of something that has already been implemented?

534
00:35:43.595 --> 00:35:49.680
Gabe, I'm I'm sending the presentation back to you that's Chalet's website the roofer one that we looked an example of.

535
00:35:49.740 --> 00:35:51.359
Can you take us back to that site?

536
00:35:51.740 --> 00:35:54.000
Yep, yep let's take a look at it right now.

537
00:35:54.140 --> 00:36:04.455
What you showed us in the admin area is you just drag the fields you want per each step in the admin area, and then I'm assuming this design is the default design

538
00:36:04.835 --> 00:36:06.135
that comes with your tool.

539
00:36:06.435 --> 00:36:10.135
Yes. This is the default design that comes with the tool. That said,

540
00:36:10.435 --> 00:36:11.655
our tool uses

541
00:36:12.339 --> 00:36:16.180
any existing field in the Brilliant Directories form that you've set up. Right?

542
00:36:16.180 --> 00:36:20.920
So if you have existing classes in that form field, if you have

543
00:36:21.220 --> 00:36:23.160
widgets that you've created, Tyler,

544
00:36:23.460 --> 00:36:24.520
in that form,

545
00:36:24.965 --> 00:36:28.185
then that would migrate over to this design.

546
00:36:28.485 --> 00:36:32.265
It just depends on what exactly you've built out on your particular website,

547
00:36:32.645 --> 00:36:33.145
but

548
00:36:33.525 --> 00:36:36.665
regular form fields would transfer over to this,

549
00:36:37.125 --> 00:36:39.690
look and feel that you see on on the screen right now.

550
00:36:40.010 --> 00:36:43.790
Okay. Alright. Perfect. I had one more quick one. The discussion

551
00:36:44.329 --> 00:36:47.790
forms with q and a that I set up based on our previous,

552
00:36:48.730 --> 00:36:50.190
webinar that you guys hosted,

553
00:36:51.210 --> 00:36:53.869
works great. But I want the

554
00:36:54.329 --> 00:36:54.829
original

555
00:36:55.335 --> 00:36:55.835
publisher,

556
00:36:56.295 --> 00:36:57.515
the member who published,

557
00:36:57.895 --> 00:36:59.035
to get a notification

558
00:37:00.055 --> 00:37:02.474
when someone else comments.

559
00:37:02.775 --> 00:37:03.595
Is that possible?

560
00:37:04.295 --> 00:37:06.555
This this has been something really popular,

561
00:37:07.015 --> 00:37:09.195
and requested and is in our pipeline.

562
00:37:10.800 --> 00:37:13.380
We are it's not available just yet, Tyler,

563
00:37:13.840 --> 00:37:15.300
but email notifications

564
00:37:15.600 --> 00:37:18.660
for post comments to the author to

565
00:37:19.200 --> 00:37:22.180
replying to a comment and someone who's following a post

566
00:37:22.825 --> 00:37:27.165
is something in the pipeline. I'd have to estimate at the beginning of twenty twenty two.

567
00:37:27.945 --> 00:37:32.365
We'll have the chance to start working on enhanced post commenting,

568
00:37:32.825 --> 00:37:34.605
features such as email notifications,

569
00:37:35.225 --> 00:37:37.085
upvoting and downvoting comments,

570
00:37:37.869 --> 00:37:39.410
and things of that nature.

571
00:37:39.950 --> 00:37:43.010
Okay guys well you guys do a great job and I really appreciate it.

572
00:37:43.070 --> 00:37:46.510
Thank you Tyler, we love you man thanks for joining the webinar. Thanks for the question.

573
00:37:46.510 --> 00:37:48.450
Alright good stuff there from Tyler.

574
00:37:48.830 --> 00:37:53.615
Let's see if we got any more hands up here. I did see one from our good friend, Rich.

575
00:37:53.615 --> 00:37:57.775
Long time no talk, Rich. How you doing? Hey, Jason. How's it going? Pretty good. Hey.

576
00:37:57.775 --> 00:38:02.835
I actually had a question up before the webinar even started about, the multiple member accounts,

577
00:38:03.720 --> 00:38:06.380
and then it just came up. So quick follow-up.

578
00:38:07.000 --> 00:38:09.100
So we have challenges with members creating,

579
00:38:09.880 --> 00:38:14.140
not for the use for multiple accounts, but they have, like, they've created the same,

580
00:38:14.840 --> 00:38:16.940
member two different membership levels

581
00:38:17.255 --> 00:38:18.715
where they use the same email.

582
00:38:19.095 --> 00:38:23.675
But should they use the same email and a different password or a different email and different password?

583
00:38:24.055 --> 00:38:25.355
That is up to you.

584
00:38:25.655 --> 00:38:27.995
The system can allow for duplicate

585
00:38:28.455 --> 00:38:31.595
emails. Generally, I don't recommend that.

586
00:38:32.160 --> 00:38:33.700
However, when you are using

587
00:38:34.240 --> 00:38:39.540
duplicate emails, it does not allow same emails and same passwords because that would be the cost.

588
00:38:39.799 --> 00:38:44.160
So so you can have it does support. It's up to you if you wanna allow it.

589
00:38:44.160 --> 00:38:48.015
If the if the members aren't having any trouble with it, it's probably fine.

590
00:38:48.275 --> 00:38:55.734
But to help keep things organized and each account unique, usually the email is the unique identifier per per account even for the sub accounts.

591
00:38:56.275 --> 00:38:57.875
So I'd say that's that's your call.

592
00:38:57.875 --> 00:39:03.740
Maybe if it's if it's not causing any issues for your members or for your staff or you, I think the duplicate emails is fine.

593
00:39:03.740 --> 00:39:06.480
But I I'd like to kinda take a look at what you're experiencing.

594
00:39:07.100 --> 00:39:09.600
Maybe we can maybe we could take it off the webinar,

595
00:39:10.140 --> 00:39:21.785
and chat this week or on Facebook or or something and then kinda show me what's going on and see if we can, a, create a workaround or create better logic around some of these deeper subaccount, parent account relationships.

596
00:39:22.805 --> 00:39:25.305
Yeah. That'd be great. Just the final question is on the subaccounts.

597
00:39:25.684 --> 00:39:29.865
So what's a what's a, some maybe BD examples of of members,

598
00:39:30.350 --> 00:39:33.970
you know, that are using that? Because we we're looking about triggering it for agencies.

599
00:39:34.510 --> 00:39:38.050
So podcast agencies that have, like, 20 different,

600
00:39:38.830 --> 00:39:43.710
they're PR firms, and they have 20 different, you know, guests that they wanna get booked, clients.

601
00:39:43.710 --> 00:39:46.485
Yeah. So that that would probably be a scenario. Right?

602
00:39:46.705 --> 00:39:51.525
Talent agencies and and and such are really popular for the subaccount.

603
00:39:51.745 --> 00:39:58.220
So you you you wanna put all your bands to have you want your bands to each have separate profiles, but you don't need the bands to create them.

604
00:39:58.220 --> 00:40:00.480
The the agency is gonna do it for them. So

605
00:40:00.780 --> 00:40:07.920
that's a perfect application for the parent sub account relationship where the agency is the parent account and and they're creating all the sub profiles.

606
00:40:08.619 --> 00:40:12.079
Yeah. Then all the emails come to that agency, that PR firm, whatever.

607
00:40:12.405 --> 00:40:16.085
So we cut they can kinda white label and charge their clients to be,

608
00:40:16.645 --> 00:40:20.905
scheduled or booked, but they get all the the leads and they're paying for them. Exactly.

609
00:40:21.045 --> 00:40:24.425
They're they're the middleman for all the interactions the website creates,

610
00:40:24.885 --> 00:40:26.745
trying to connect with the band. Absolutely.

611
00:40:27.309 --> 00:40:30.369
Well, I appreciate your time, and, yeah, I'd like to follow-up on the other question, but thanks again.

612
00:40:30.510 --> 00:40:34.270
Shoot me a message on Facebook. We can connect this week, Rich. Okay. Cool. Alright.

613
00:40:34.270 --> 00:40:36.130
Good stuff there, from Rich.

614
00:40:36.430 --> 00:40:40.695
Alright. I think we have time for just, another question or two. Let's see who's got their hand.

615
00:40:40.775 --> 00:40:44.695
Good friend, Todd here. How you doing, Todd? Hey. Great. Thank you so much.

616
00:40:45.015 --> 00:40:47.115
Love your love your, software program.

617
00:40:47.255 --> 00:40:50.635
I have a question about the the parent account and subaccounts.

618
00:40:51.175 --> 00:40:53.815
So I I have, cabopages.com.

619
00:40:53.815 --> 00:40:58.930
It's a business director for Cabo San Lucas. I'm currently in the process of migrating

620
00:40:59.310 --> 00:41:00.290
it over to,

621
00:41:01.069 --> 00:41:01.569
your,

622
00:41:02.270 --> 00:41:04.609
software. Basically, we try to make our own.

623
00:41:04.670 --> 00:41:07.569
It's not that great as far as yours has more capabilities.

624
00:41:07.950 --> 00:41:11.810
So for example, right now, I'm talking with a company in Cabo

625
00:41:12.165 --> 00:41:17.145
that has about, let's say, 40 clients they, do marketing for. So so,

626
00:41:17.845 --> 00:41:19.445
let's say you have,

627
00:41:19.845 --> 00:41:23.065
Cabo Beauty Salon, and they are currently,

628
00:41:23.845 --> 00:41:26.665
having their marketing run by the Cabo marketing company.

629
00:41:27.180 --> 00:41:35.900
Let's say that the Cabo marketing company then creates their parent account, and then they create 30 sub accounts including one for the Cabo hair salon.

630
00:41:35.900 --> 00:41:40.320
Okay? And then, of course, you know, the Cabo marketing company over the course of the next one year

631
00:41:40.780 --> 00:41:42.160
manages the page

632
00:41:42.625 --> 00:41:45.765
and incoming leads etcetera for the Cabo hair salon.

633
00:41:45.985 --> 00:41:51.025
What happens if one year from now the Cabo hair salon says, you know what? I'm firing you guys.

634
00:41:51.025 --> 00:41:55.925
I'm gonna hire a different marketing company called the Baja marketing company.

635
00:41:56.210 --> 00:42:02.789
And let's say the Baja Marketing Company already is on my website with, let's say, another they have their own, let's say, 50, the sub accounts.

636
00:42:02.849 --> 00:42:03.890
Is it possible to,

637
00:42:04.529 --> 00:42:05.029
assign

638
00:42:05.490 --> 00:42:14.934
that sub account, the Cabo hair salon, to take it away from the parent account of Cabo marketing company, instead then put it into

639
00:42:15.474 --> 00:42:18.135
the account of the Baja,

640
00:42:18.674 --> 00:42:19.555
marketing company.

641
00:42:19.555 --> 00:42:25.414
First of all, that'd be a great problem to have people fighting over who wants to manage the profiles on on your site.

642
00:42:25.580 --> 00:42:27.440
The short answer is yes.

643
00:42:27.900 --> 00:42:31.120
In the search members page here in the admin area,

644
00:42:31.660 --> 00:42:35.280
you would find said account. Let's just choose this one.

645
00:42:35.500 --> 00:42:39.415
And under the bulk actions here, Todd, you can click change parent

646
00:42:39.715 --> 00:42:44.375
member. Wait. That's so awesome. And it'll change the, association

647
00:42:44.835 --> 00:42:50.595
of the old parent to who the new parent ID should be, and and the old parent won't have access anymore.

648
00:42:50.595 --> 00:42:55.760
It'll the account will everything will stay intact. Just the parent association will change here.

649
00:42:55.980 --> 00:42:59.500
And the billing, whatever the billing terms were that follows as well?

650
00:42:59.660 --> 00:43:02.160
So the sub accounts aren't billed individually.

651
00:43:02.780 --> 00:43:07.840
Only the parent account is is billed for their subscription and the ability to have sub accounts.

652
00:43:08.295 --> 00:43:13.194
So nothing would need to be changed with regards to billing. Fair enough. Fair enough. Fair enough.

653
00:43:13.575 --> 00:43:17.734
I love it. It's all pinned to the parent account. Okay. You're welcome. I love it. Thank you.

654
00:43:17.734 --> 00:43:23.280
I'll go to Milorad, Milorad. How you doing Milorad? Thanks for joining us. It's me. Yeah.

655
00:43:23.440 --> 00:43:24.400
I have a quick question.

656
00:43:24.400 --> 00:43:28.740
So a lot of my I'm at the 5,000 member level right now with one of my directories.

657
00:43:29.200 --> 00:43:35.300
A lot of them are, I think, bots logging in automatically because I do have a free sign up feature just to generate clients.

658
00:43:35.484 --> 00:43:45.265
There was a previous webinar when you guys showed me how to adjust the timer because I think that filters out real users logging in as opposed to bots.

659
00:43:45.724 --> 00:43:51.079
Can you quickly show me where that is again? Yeah. During the sign up process. Right? I think so.

660
00:43:51.079 --> 00:43:55.420
Yeah. Because I believe a lot of these are maybe bots or something. Could be not even real. Okay.

661
00:43:55.720 --> 00:44:00.539
So, it's in it's in your advanced settings and Right. I believe you search for delay.

662
00:44:01.295 --> 00:44:03.075
Here it is. Spam protection

663
00:44:03.535 --> 00:44:05.395
member form sign up time.

664
00:44:05.935 --> 00:44:10.595
Okay. So capture that. It was under advanced settings. Right? And spam protection member.

665
00:44:11.055 --> 00:44:12.035
Yes. So,

666
00:44:12.415 --> 00:44:13.695
What's a good number to have?

667
00:44:13.695 --> 00:44:19.380
Just so I think three I think three no one's gonna complete a form faster than three or four seconds,

668
00:44:19.840 --> 00:44:23.760
human beings. So I think three or four would be a safe time. Ten might be too long.

669
00:44:23.760 --> 00:44:29.135
You can you can put your email and password in in about real quick. So Right. Maybe set it at three.

670
00:44:29.135 --> 00:44:33.295
Start there and and see how that adjusts any of the the sign ups on your site.

671
00:44:33.295 --> 00:44:36.895
But so that that time delay, it was under the spam recapture time.

672
00:44:36.895 --> 00:44:41.680
I think we should we should update the name there to be easier to find. But, okay. I'll remember.

673
00:44:41.680 --> 00:44:44.880
Thank you. One more quick question. I know we're running out of time. Sure.

674
00:44:44.960 --> 00:44:46.740
With all these members now that I have,

675
00:44:47.040 --> 00:44:50.800
I wanna send, like, a mass email. I know there's, like, a newsletter feature.

676
00:44:50.800 --> 00:44:54.340
Is there a way we can do, like, a Mailchimp type of email campaign here?

677
00:44:54.615 --> 00:45:00.615
Can we gather all these emails and just send them, like, an email blast so they can, you know, time to pay up right now?

678
00:45:00.615 --> 00:45:02.235
Hope you enjoy the free membership.

679
00:45:02.615 --> 00:45:05.915
Now it's time to, you know, contribute to the website or put some money.

680
00:45:06.135 --> 00:45:09.670
What's the quickest way to do that? So I would do this in two steps.

681
00:45:09.670 --> 00:45:14.710
Like let's say you wanna contact people who are older than thirty days or from last month who signed up.

682
00:45:14.710 --> 00:45:17.370
Right? Or it's like so I would make a smart list.

683
00:45:18.150 --> 00:45:22.650
You can search everyone who joined and this is September 1 to September 30.

684
00:45:23.015 --> 00:45:26.075
So you do a search and then create a smart list

685
00:45:26.615 --> 00:45:27.415
and call it,

686
00:45:28.215 --> 00:45:29.305
September

687
00:45:29.305 --> 00:45:30.395
21

688
00:45:30.935 --> 00:45:32.075
free sign ups.

689
00:45:33.175 --> 00:45:33.675
Okay.

690
00:45:34.295 --> 00:45:35.195
As an example

691
00:45:35.655 --> 00:45:40.190
and you save that smart list. I'll just go ahead and do it. And then what you can do is,

692
00:45:41.770 --> 00:45:43.930
create your email template and the email templates.

693
00:45:43.930 --> 00:45:46.670
When you're ready to send the newsletter, go to send newsletter.

694
00:45:47.210 --> 00:45:47.710
Right.

695
00:45:48.650 --> 00:45:54.270
And what you can do here is select your smart list. So September 21, so

696
00:45:54.785 --> 00:45:56.885
it will only email those people.

697
00:45:57.425 --> 00:46:02.065
This UI is gonna change a bit soon, but you you created your template and email templates.

698
00:46:02.065 --> 00:46:04.645
You you designed it there. So you just selected here,

699
00:46:05.665 --> 00:46:09.925
the template you want to send and some other details. But yes, segment the members

700
00:46:10.480 --> 00:46:15.200
and then you come to send newsletter and just select the smart list of the people you want to send it to.

701
00:46:15.200 --> 00:46:16.080
And I can I can,

702
00:46:16.720 --> 00:46:21.760
alter the smart list from the beginning of time basically? I can make it anytime I want right? Yes.

703
00:46:21.760 --> 00:46:24.820
Yeah. Yeah. So what's really cool about the smart list is

704
00:46:25.355 --> 00:46:31.115
you can use any of the search filters here and then just save a smart do the search and then save the smart list.

705
00:46:31.115 --> 00:46:34.095
Yeah I didn't know about the smart list that's really really smart.

706
00:46:34.474 --> 00:46:34.974
Yeah

707
00:46:35.994 --> 00:46:36.494
yeah.

708
00:46:37.370 --> 00:46:40.410
So basically, is there like a limit of how many emails can you send?

709
00:46:40.410 --> 00:46:44.350
I know here in Canada, we have a a spam protection act. If you do,

710
00:46:44.650 --> 00:46:48.430
I don't know, maybe in the hundreds or thousands, it marks it as spam.

711
00:46:48.490 --> 00:46:50.830
Since we are the, you know, the ownership

712
00:46:51.425 --> 00:46:56.484
level of this platform, do we have any limitations with sending newsletters or emails this method?

713
00:46:56.785 --> 00:47:01.205
That is a good question. It is a SaaS platform. There's a few things in life that are guaranteed.

714
00:47:01.345 --> 00:47:02.325
Death and taxes

715
00:47:02.705 --> 00:47:05.525
and paying for bandwidth, emails and storage.

716
00:47:07.050 --> 00:47:10.190
So so there is a daily limit of 1,500

717
00:47:10.570 --> 00:47:11.950
with Brilliant Directories.

718
00:47:12.330 --> 00:47:12.830
However,

719
00:47:13.850 --> 00:47:14.990
what you can do

720
00:47:15.530 --> 00:47:24.744
and you know, once your community is growing and you know that's that's planning for a starter community, but once your community is growing, under the general settings in the integrations

721
00:47:25.045 --> 00:47:25.545
tab,

722
00:47:26.005 --> 00:47:28.345
what you can do and BD uses SendGrid.

723
00:47:29.045 --> 00:47:32.964
It's it's like a commercial way to send emails in an inexpensive manner.

724
00:47:32.964 --> 00:47:38.320
What you can do is you can connect your own SendGrid API. You just go to SendGrid.com

725
00:47:38.320 --> 00:47:44.420
and create an account for I think it's like 10 or $20 a month gives you like 20,000 emails, some really high number of emails.

726
00:47:45.280 --> 00:47:54.375
And you just you just enter your API key here and that will lift that will lift the limits when you're sending newsletters from within your BD account.

727
00:47:54.835 --> 00:47:59.155
So that's that's how to how to overcome that if you're if you need more than 1500%.

728
00:47:59.155 --> 00:48:01.395
That's I can do 1,500 at a time. That's fine.

729
00:48:01.395 --> 00:48:09.330
But it does give me a warning saying be careful because sending too many emails at once, it gives you the spam warning message when it did check the form.

730
00:48:09.330 --> 00:48:11.110
That's on that's for self protection.

731
00:48:11.250 --> 00:48:16.070
Sometimes also people are originally when we started BD, people were importing like

732
00:48:16.770 --> 00:48:17.650
14,000,000,

733
00:48:17.650 --> 00:48:22.325
20 million records they got from somewhere and sending like spam and it and it just ruins

734
00:48:22.945 --> 00:48:27.365
their domains integrity, let alone the cost of sending that many emails.

735
00:48:27.425 --> 00:48:30.485
Let me show you another cool feature when you're sending newsletters.

736
00:48:31.425 --> 00:48:36.060
If you do need to send because the recipients are capped or sorry it's a thousand here.

737
00:48:36.140 --> 00:48:38.400
If you need to resend this a few times,

738
00:48:39.020 --> 00:48:39.920
you can choose

739
00:48:40.380 --> 00:48:42.540
this advanced option. Well you leave it unchecked.

740
00:48:42.540 --> 00:48:46.780
There's an option email even if recipient already received this email template.

741
00:48:46.780 --> 00:48:48.080
So keep this unchecked

742
00:48:48.744 --> 00:48:53.971
and you can send this email over and over to your list and it will not send it two times to the same person.

743
00:48:53.971 --> 00:48:54.845
Oh, that's great.

744
00:48:55.545 --> 00:48:56.285
So it

745
00:48:56.744 --> 00:48:59.005
it knows which person has received the template.

746
00:48:59.465 --> 00:49:03.885
But again, if you have the SendGrid connection and you and you need high send limits,

747
00:49:04.569 --> 00:49:06.750
that's again in the general sitting settings,

748
00:49:07.290 --> 00:49:08.190
in integrations

749
00:49:08.490 --> 00:49:11.309
tab. Is Mailchimp a partner here at all or no?

750
00:49:11.770 --> 00:49:12.750
Mailchimp is

751
00:49:13.050 --> 00:49:15.230
is not for the sending of newsletters.

752
00:49:16.117 --> 00:49:19.925
Just SendGrid is what's used it synced up with the BD platform internally.

753
00:49:21.105 --> 00:49:25.204
It's like a commercial way to send send emails that's what we use in the BD platform.

754
00:49:25.425 --> 00:49:27.444
If you do need to send from Mailchimp,

755
00:49:28.065 --> 00:49:29.444
another thing you can do

756
00:49:29.910 --> 00:49:32.630
is with your smart list you can export the list.

757
00:49:32.630 --> 00:49:39.049
So then you can export the list and add it to your Mailchimp account if you wanna move to another third party email provider.

758
00:49:39.109 --> 00:49:39.270
That way.

759
00:49:39.270 --> 00:49:45.369
That's smart because I do have a lot of dental clients and suppliers and I do a lot of Mailchimp campaigns for them.

760
00:49:45.665 --> 00:49:50.945
So this is gonna help me maybe gain that membership to log into my I can kind of multi use them.

761
00:49:50.945 --> 00:49:51.445
Absolutely.

762
00:49:51.744 --> 00:49:56.224
And then the third the third step here is just creating smart list, exporting list as files.

763
00:49:56.224 --> 00:50:01.365
The next one would be a Zapier integration where you can just zap your data into Mailchimp without the extra step of

764
00:50:03.580 --> 00:50:08.060
so that will be something that we're looking forward to in the future. Oh perfect. That's amazing.

765
00:50:08.060 --> 00:50:11.500
Thank you so much guys. You guys do a great job as always. Thank you so much.

766
00:50:11.500 --> 00:50:15.945
Love your questions there and I think with that we're just a little bit over.

767
00:50:16.425 --> 00:50:18.205
Thank you for the suggestions everybody.

768
00:50:19.065 --> 00:50:23.485
If we didn't get to your questions please feel free to ask them in the Facebook group.

769
00:50:23.705 --> 00:50:28.685
If you're interested in learning more about Gabe's magical multi step form plugin

770
00:50:29.000 --> 00:50:31.160
you can go to treehousemarketing.org,

771
00:50:31.160 --> 00:50:33.319
that's .0rg,

772
00:50:33.559 --> 00:50:36.119
and connect with Gabe there. He's also in the Facebook group.

773
00:50:36.119 --> 00:50:42.780
So if you wanna start a discussion about this in the Facebook group, Gabe can just answer all our questions there for us as well.

774
00:50:43.555 --> 00:50:47.875
Next webinar will be in two weeks. I don't think we're skipping anymore to the end of the year.

775
00:50:47.875 --> 00:50:50.115
We're almost to the end of 2021

776
00:50:50.115 --> 00:50:54.775
guys. We made it together. Big round of applause for all of us. I love the webinar Wednesdays.

777
00:50:55.613 --> 00:50:59.953
Next webinar will be in two weeks and on behalf of myself,

778
00:51:00.253 --> 00:51:03.293
David and Gabriel, thank you so much for joining us today.

779
00:51:03.293 --> 00:51:06.618
Have a great day and a brilliant week guys. Take care. Bye bye.

