WEBVTT

1
00:00:00.160 --> 00:00:04.420
Alright. We're good to go. We are round number two on our new format,

2
00:00:04.799 --> 00:00:08.660
for the webinars. We've long said goodbye to the GoToWebinar

3
00:00:09.120 --> 00:00:09.620
platform.

4
00:00:09.760 --> 00:00:18.635
It served us well, and we've found a better solution to help us stream, on more channels, help us manage your comments better, and a lot more.

5
00:00:19.095 --> 00:00:19.595
So

6
00:00:20.215 --> 00:00:25.494
Brian's saying how can Jason be in two locations as once. Alex, welcome to the webinar here.

7
00:00:25.494 --> 00:00:29.740
Alright. Let's get things popping off. If this is your first time joining us, welcome.

8
00:00:29.740 --> 00:00:31.260
Webinar Wednesdays are tons of fun.

9
00:00:31.260 --> 00:00:38.460
I am Jason there on the left, and we're lucky to be joined by David Rocklin, who is the digital strategist here at Brilliant Directories and so much more.

10
00:00:38.460 --> 00:00:43.200
David, thanks for joining us today and webinar number two on the new platform.

11
00:00:43.745 --> 00:00:48.625
Absolutely. Can you hear me alright? Yep. Coming in loud and clear. Perfect. Perfect. Yeah.

12
00:00:48.625 --> 00:00:53.524
As Jason mentioned, we're, we've moved over to this new platform, said goodbye to GoToWebinar.

13
00:00:53.905 --> 00:00:55.824
We were with them for several years, but,

14
00:00:56.330 --> 00:00:57.550
glad to have upgraded.

15
00:00:58.170 --> 00:01:01.390
Hopefully, you all are seeing some improvements from that as well.

16
00:01:01.530 --> 00:01:09.135
Able to kinda multicast now are all on the BD site as well as YouTube live, Facebook live, and the Facebook group.

17
00:01:09.455 --> 00:01:15.135
So anywhere you are, you can be sure to, to catch these webinars live and the replays as well.

18
00:01:15.135 --> 00:01:19.855
But as always, so happy to be with you all for another webinar, Wednesday, number one ninety here.

19
00:01:19.855 --> 00:01:25.520
One ninety and counting. And, also, first webinar of November 2024 has passed by so quickly.

20
00:01:25.520 --> 00:01:27.619
We're almost at the end of the year.

21
00:01:28.079 --> 00:01:29.700
It's always a fun time. We always,

22
00:01:30.000 --> 00:01:34.659
like to have some actually exciting webinars towards the end of the year with some prize giveaways,

23
00:01:35.119 --> 00:01:40.405
and more. We are streaming on YouTube. So those of you joining us on YouTube, welcome.

24
00:01:40.405 --> 00:01:44.165
You can type in your comments. We'll be able to see them and respond to them.

25
00:01:44.165 --> 00:01:47.845
And if you're not subscribed to the Brilliant Directories YouTube channel, highly recommend it.

26
00:01:47.845 --> 00:01:51.045
You can go to brilliantdirectories.com/youtube.

27
00:01:51.045 --> 00:01:51.496
It's a great way to get updated and notified as soon as webinar replays are available.

28
00:01:51.496 --> 00:01:52.265
Tips of the week, feature

29
00:01:54.220 --> 00:01:57.680
replays are available, tips of the week, featured tutorials, and more. And

30
00:01:58.220 --> 00:01:58.720
also,

31
00:01:59.340 --> 00:02:05.360
when we stream on YouTube live, the replay is immediately available, and we will post it in the Brilliant Directories

32
00:02:05.685 --> 00:02:08.085
Facebook group. Also invite you to join us there.

33
00:02:08.085 --> 00:02:11.925
You can head over to brilliantdirectories.com/Facebook

34
00:02:11.925 --> 00:02:14.965
and click on that blue join button. I'm in there myself.

35
00:02:14.965 --> 00:02:19.365
Lots of productive and constructive conversations and discussions happening there.

36
00:02:19.365 --> 00:02:24.540
If you're stuck, if you have questions, it's a great place to get ideas to help you grow your community.

37
00:02:24.920 --> 00:02:28.780
Also wanna mention, I see a lot of new names and faces in the webinar. Welcome.

38
00:02:29.079 --> 00:02:31.900
If you haven't already downloaded the Brilliant Directories

39
00:02:32.280 --> 00:02:36.825
app, it's a free app. It's a great way to take your Brilliant Directories site on the go with you.

40
00:02:36.825 --> 00:02:41.065
You can track new member sign ups, new revenue coming into your site, and more.

41
00:02:41.065 --> 00:02:42.905
You can go to brilliantdirectories.com

42
00:02:42.905 --> 00:02:47.580
forward / apple app or Google app depending on what type of device you have.

43
00:02:47.900 --> 00:02:51.280
And just a little bit for those of you joining us for the first time, welcome.

44
00:02:51.740 --> 00:02:53.680
A little bit about webinar Wednesday.

45
00:02:53.740 --> 00:02:58.140
You know, the BD team is pushing new updates into the platform week after week.

46
00:02:58.140 --> 00:03:00.300
A big shout out to the Brilliant Directories community.

47
00:03:00.300 --> 00:03:08.855
You guys provide us with lots of, feature ideas, suggestions, ways to improve the platform, and the majority of the updates that we push are from your suggestions.

48
00:03:08.915 --> 00:03:09.875
So thank you for that.

49
00:03:09.875 --> 00:03:15.495
And in webinar Wednesday, we'd like to cover some of those updates that can help you grow your community a bit faster.

50
00:03:15.555 --> 00:03:19.850
We'll cover topics such as how to increase traffic, converting visitors to members,

51
00:03:20.310 --> 00:03:24.630
revenue opportunities, and more. Today, we're gonna have plenty of time for a q and a.

52
00:03:24.630 --> 00:03:28.090
So if you're stuck on your site, have questions, need troubleshooting assistance,

53
00:03:28.390 --> 00:03:36.145
we'll always do the five minute test and see if we can help you, with your site, and we should have plenty of time to answer a lot of questions today.

54
00:03:36.145 --> 00:03:36.545
Alright.

55
00:03:36.545 --> 00:03:42.944
And before we dive into the q and a session, we have a nice handful of BD Lab updates to share.

56
00:03:42.944 --> 00:03:47.500
I will breeze through this list starting with the one at the top here.

57
00:03:47.500 --> 00:03:49.980
We've been announcing this for several weeks now.

58
00:03:49.980 --> 00:03:56.940
This update is related to your members when they want to cancel their membership plans with you, when they wanna cancel their accounts with you.

59
00:03:56.940 --> 00:04:03.435
If members have free accounts, they can simply go to their section in their dashboard and click close account.

60
00:04:03.495 --> 00:04:06.135
If they have paid accounts, they can also close their account.

61
00:04:06.135 --> 00:04:11.755
The problem was if they paid for a monthly or a yearly plan, they technically have more time on the clocks.

62
00:04:11.815 --> 00:04:14.395
Up until now, they'd have to close their account immediately.

63
00:04:14.695 --> 00:04:20.150
This gives them the option to close their account for, the subscription date they've already paid through.

64
00:04:20.150 --> 00:04:25.990
Let me show you where that is. We can head on over to the dashboard together.

65
00:04:25.990 --> 00:04:32.055
I actually have a sample site. So this is a member here, sample member on a demo site that we have.

66
00:04:32.375 --> 00:04:34.395
And if they go to their billing information,

67
00:04:35.574 --> 00:04:40.395
they can see their payment history, their subscriptions, etcetera. And if they go to manage account,

68
00:04:41.255 --> 00:04:46.230
there is a close my account section best practices. This is here by default on all BD sites.

69
00:04:46.230 --> 00:04:48.890
That's best practice to always give your members this option.

70
00:04:50.070 --> 00:04:55.450
So now if they have a paid account and it's a subscription, like a monthly or yearly and whatnot,

71
00:04:56.310 --> 00:04:57.610
they'll have two options.

72
00:04:57.670 --> 00:05:11.164
Not only will they have an option to close their account immediately, which was the older way and the current way it's always worked, they'll now have this additional option which allows them to close the account automatically on the date they've already paid their subscription,

73
00:05:11.785 --> 00:05:14.345
through. So in this case, this person had an annual plan.

74
00:05:14.345 --> 00:05:19.200
I signed up today, November 6, and I'm already paid through 2025.

75
00:05:19.200 --> 00:05:23.200
So I'm gonna choose to close this account on 11/06/2025.

76
00:05:23.200 --> 00:05:25.120
Now a few things happen when this happens.

77
00:05:25.120 --> 00:05:29.060
One is the user is still going to have access to their account

78
00:05:29.595 --> 00:05:29.995
through,

79
00:05:30.555 --> 00:05:32.415
11/06/2025.

80
00:05:32.715 --> 00:05:41.775
What's really nice about this is they're going to have this reminder message at the top of their dashboard reminding them that their account is scheduled to be closed.

81
00:05:43.380 --> 00:05:49.560
What's even better is this button is here to keep my current plan active, and that will basically

82
00:05:49.940 --> 00:05:54.195
undo and reactivate their account and stop it from being canceled. So,

83
00:05:54.595 --> 00:05:58.455
people who might think they wanna cancel their account, they continue using your site,

84
00:05:58.835 --> 00:06:01.175
instead of being canceled and closed right away.

85
00:06:01.475 --> 00:06:04.375
This will allow them to stick around with you just a bit longer,

86
00:06:04.835 --> 00:06:08.580
and they may choose to reactivate their account. So I'll go ahead and click this.

87
00:06:08.740 --> 00:06:12.900
And it's as as if nothing ever happened. My subscription is still active.

88
00:06:12.900 --> 00:06:20.439
I'll be billed automatically again on my subscription renewal date, and you, the website owner, should be able to collect just a bit more revenue,

89
00:06:20.819 --> 00:06:21.800
with that functionality

90
00:06:22.180 --> 00:06:22.815
in place.

91
00:06:23.375 --> 00:06:26.995
Alright. Next one here. This is related to Zapier and the API.

92
00:06:27.295 --> 00:06:30.835
We got a few recommendations for this. There is a new action

93
00:06:31.135 --> 00:06:34.755
where you can now automatically add contacts to your website's

94
00:06:35.150 --> 00:06:36.229
unsubscribe list.

95
00:06:36.229 --> 00:06:52.195
So, if you're managing your unsubscribe list through third party platforms or getting unsubscribe requests, through third party methods, you can update your BD site and, send that data to your brilliant directory site so that they are added to your unsubscribe list.

96
00:06:52.195 --> 00:06:56.435
If you're not doing any of this stuff with APIs or Zapier, it's not something you need to worry about too much.

97
00:06:56.435 --> 00:07:01.015
But if you are using those tools, this is just one extra thing to be helpful for you.

98
00:07:01.155 --> 00:07:05.415
This next one here is also related to passing data in and out of your Brilliant Directories

99
00:07:05.789 --> 00:07:12.430
website, specifically with webhooks, which send data out from your brilliant directory's website to third party platforms.

100
00:07:12.430 --> 00:07:18.770
A lot of people use this to send, like, their blog post to other platforms or include them in newsletters using other platforms.

101
00:07:18.990 --> 00:07:21.009
There is a new trigger for webhooks

102
00:07:21.345 --> 00:07:22.085
for posts.

103
00:07:22.545 --> 00:07:30.005
So when a post is created on your site, like a blog post or an event or a coupon, you might be sending that out from your site with a webhook.

104
00:07:30.225 --> 00:07:34.800
Up until now, every time that post was saved, that webhook would be triggered.

105
00:07:34.800 --> 00:07:41.760
So that same post would be sending shooting through the webhook over and over again every time there was an edit or save made to a post.

106
00:07:41.760 --> 00:07:48.415
There is now a setting to only trigger the webhook for post the first time it's created, the first time it's saved.

107
00:07:48.794 --> 00:07:52.475
If you're using webhooks with your posts, this will be helpful for you now.

108
00:07:52.715 --> 00:07:54.335
Let me show you where that is.

109
00:07:54.715 --> 00:07:56.335
If we go to my content

110
00:07:56.955 --> 00:07:58.575
and edit post settings,

111
00:07:59.639 --> 00:08:02.699
And once you're here, you'll see all your different post types,

112
00:08:03.160 --> 00:08:05.580
whatever it might be, discussions, videos,

113
00:08:06.680 --> 00:08:10.460
website, blog articles. You can click edit on any one of these,

114
00:08:11.639 --> 00:08:16.305
for the settings of that post type. And if we scroll down to additional settings,

115
00:08:17.485 --> 00:08:22.444
there is a, an option here trigger webhook for initial saves or every save.

116
00:08:22.444 --> 00:08:26.940
So every save is the default way it's currently been working for webhooks and posts.

117
00:08:27.020 --> 00:08:30.640
But if you wanna do it just on the initial save, this is super helpful.

118
00:08:31.260 --> 00:08:35.120
We've done previous webinars on webhooks, and we've had to create workarounds,

119
00:08:36.140 --> 00:08:36.640
for,

120
00:08:37.659 --> 00:08:44.455
I guess, defining when the initial save was or the initial creation of a post that doesn't keep sending that data over and over again.

121
00:08:44.695 --> 00:08:49.915
Now you can just set this to initial save only, and the post data will only be sent once,

122
00:08:50.295 --> 00:08:51.275
for that webhook,

123
00:08:51.815 --> 00:08:54.475
always. So you never have to worry about repeating,

124
00:08:54.980 --> 00:08:56.339
sending the same post,

125
00:08:56.740 --> 00:09:01.079
like, to your social media as an example. If you're sending a post directly to as a Facebook post,

126
00:09:01.459 --> 00:09:02.600
or a Twitter post,

127
00:09:02.980 --> 00:09:05.779
it'll only do it once no matter how many times you edit.

128
00:09:05.779 --> 00:09:09.399
I guess that's the best examples, actually, is if you're sending a post automatically,

129
00:09:09.885 --> 00:09:13.565
to social media, but there are other use cases as well. Alright.

130
00:09:13.565 --> 00:09:19.005
This next one, you can now upload dot TTF files to your media manager.

131
00:09:19.005 --> 00:09:35.970
What that means is any custom fonts that you have, if you're not using any of the 800 plus Google fonts that come with your Brilliant Directories website, you can actually upload custom font family files to your media manager and then ask your site to use that fonts with CSS or however you wanna reference,

132
00:09:36.350 --> 00:09:37.330
those font families.

133
00:09:37.535 --> 00:09:49.395
This is not only helpful if you have custom fonts that aren't available in Google Fonts, but in some very rare cases, there are requirements where you can't use Google Fonts because they're third party and you need to host everything locally.

134
00:09:49.700 --> 00:10:00.920
So for our friends in Europe or wherever that may apply, you now have the ability to upload your font files, which are, dot t t f files to the media manager and then load them locally for your site.

135
00:10:01.060 --> 00:10:01.300
Alright.

136
00:10:01.300 --> 00:10:07.025
These next four, or five are actually coming soon, and these top two, I'm super excited about.

137
00:10:07.025 --> 00:10:15.270
One of them is related to being, to the text editor and being able to drag and drop the content blocks, as well as cloning content blocks.

138
00:10:15.270 --> 00:10:18.570
So I can actually show you a demo. This is coming soon.

139
00:10:19.190 --> 00:10:27.930
So for in the web page builder, we're all familiar more or less with some of the content blocks that are available here in the sidebar.

140
00:10:28.485 --> 00:10:31.785
And then, of course, you can edit the text and buttons however,

141
00:10:32.085 --> 00:10:33.305
however you like.

142
00:10:33.685 --> 00:10:35.065
So that's lots of fun.

143
00:10:36.245 --> 00:10:37.525
This is stuck here right now.

144
00:10:37.525 --> 00:10:41.705
I cannot move it anywhere else, and this was a shortcoming with the text editor.

145
00:10:41.970 --> 00:10:49.329
So with this update while you're working in the text editor, you'll be able to click in here and you'll have these two new icons here.

146
00:10:49.329 --> 00:10:51.589
One of them is to move the content block

147
00:10:51.970 --> 00:10:56.925
and one of them is to clone the content block. I'll start with cloning the content block.

148
00:10:57.404 --> 00:10:58.445
Maybe you've created,

149
00:10:58.925 --> 00:11:07.425
you know, some type of, piece of content and you wanna repeat it but then change the text or the images on the next line, but you want, you want everything to be uniform.

150
00:11:07.725 --> 00:11:09.745
That's a great reason to clone.

151
00:11:10.360 --> 00:11:20.060
Another thing is let's say you have several calls to action, but you want to kind of distribute them throughout your landing page or a blog post, whatever it might be.

152
00:11:20.440 --> 00:11:28.565
What you can do here now is actually click the move content block and it will find an available space inside the text editor.

153
00:11:28.625 --> 00:11:34.545
And you can actually move your content block wherever you'd like it placed, which is super helpful.

154
00:11:34.545 --> 00:11:38.310
Let's actually move this one here as well, to the bottom of the page.

155
00:11:39.830 --> 00:11:41.450
And while it's very straightforward,

156
00:11:41.990 --> 00:11:45.850
it's actually it's a huge shortcoming with the text editor, I do admit admit.

157
00:11:46.150 --> 00:11:50.390
But this is coming soon probably in less, probably a week or so, I'd say.

158
00:11:50.710 --> 00:11:53.770
Definitely by the next webinar, we'll be able to announce its release.

159
00:11:54.265 --> 00:12:00.205
And it's for any of the content blocks that you use from the right hand side or that you've added, to your text editor.

160
00:12:00.904 --> 00:12:07.020
Even better, this will also work with the text editor if you're creating emails, or newsletters. So,

161
00:12:07.420 --> 00:12:08.560
here's the newsletter,

162
00:12:08.940 --> 00:12:13.600
or email template, text editor. I've just dropped two two in here.

163
00:12:13.740 --> 00:12:15.520
We'll go ahead and clone this one,

164
00:12:15.980 --> 00:12:18.560
and then we'll move this one up to the top,

165
00:12:19.020 --> 00:12:19.760
up here.

166
00:12:20.145 --> 00:12:24.245
Now when it moves, you'll notice that there are extra spaces that it creates

167
00:12:24.705 --> 00:12:26.085
and that's by design.

168
00:12:26.705 --> 00:12:32.190
As we were playing around with this, it's much better when you move things or clone things that we provide you with that extra

169
00:12:33.150 --> 00:12:34.930
extra buffer space above or below.

170
00:12:34.930 --> 00:12:47.745
You can easily remove it with just using the backspace of your button, but that will allow you to get in between two different tables or or content blocks if you're dragging them and you wanna insert a paragraph or a title heading, or something like that.

171
00:12:47.985 --> 00:12:49.605
If we just move this up here,

172
00:12:49.905 --> 00:12:51.845
it's going to create these extra spaces.

173
00:12:52.225 --> 00:12:57.605
But, again, that is by design, so you can get in here and actually start typing in between if you need to.

174
00:12:57.985 --> 00:13:00.145
And this will that will also work on the front end.

175
00:13:00.145 --> 00:13:07.720
So if you're writing blog posts and you're using, the premade elements, you'd be able to drag and drop, the content blocks as needed in your blog posts.

176
00:13:08.020 --> 00:13:15.320
This next one here is related to the icon library that is part of the stock photos that we provide you guys in the admin area.

177
00:13:15.405 --> 00:13:16.945
There is an icon library.

178
00:13:17.085 --> 00:13:23.085
It's super helpful, especially creating landing pages, like, if you're going to advertise certain features that are available.

179
00:13:23.085 --> 00:13:29.579
It's also good for your email templates, and you will soon be able to choose the color of the icons you're downloading.

180
00:13:29.579 --> 00:13:31.200
Let me show you a quick example

181
00:13:31.579 --> 00:13:33.040
of that coming soon.

182
00:13:33.500 --> 00:13:35.500
So here we are in the media manager.

183
00:13:35.500 --> 00:13:38.560
You can also already see that we've been doing a few tests here.

184
00:13:38.620 --> 00:13:44.045
If you're not familiar with this, I highly recommend familiarizing yourself with the stock photo library,

185
00:13:44.665 --> 00:13:45.565
option here.

186
00:13:46.105 --> 00:13:48.765
So when you click this, you have access to,

187
00:13:49.385 --> 00:13:53.645
one, two, three, four, five stock photo libraries totally free.

188
00:13:53.810 --> 00:13:57.670
You can find images on basically anything. We'll just type in dogs here.

189
00:13:58.529 --> 00:14:02.149
You can also choose the orientation. So if you want a vertical

190
00:14:03.010 --> 00:14:05.730
or if you need, some uniforms, these are the different heights.

191
00:14:05.730 --> 00:14:12.725
If you need something more uniform, you can do square and you can ensure that, your the images wherever you're placing them are always the same proportions,

192
00:14:13.425 --> 00:14:14.404
length, and width.

193
00:14:14.785 --> 00:14:17.365
But this is related to the icon library one.

194
00:14:17.824 --> 00:14:22.404
We'll go ahead and click this and you'll notice we have a color picker here instead of orientation.

195
00:14:22.464 --> 00:14:25.320
That's because the icons are always 200 by 200

196
00:14:25.800 --> 00:14:30.040
pixels. And we can see here, I'll just type in dog. We'll get more results that way.

197
00:14:30.040 --> 00:14:33.980
So we have the docs here. It comes default in black, as the icon,

198
00:14:34.600 --> 00:14:35.100
color.

199
00:14:35.560 --> 00:14:42.055
What we can do here is on the left hand side, we'll have some of the colors from our design settings, our theme colors for your site.

200
00:14:42.055 --> 00:14:46.555
You'll be able to quick pick them here. So just choose this red and do a search.

201
00:14:47.014 --> 00:14:51.574
And you'll see here when you download the icon, it will be in this color. So,

202
00:14:52.140 --> 00:14:54.320
let's download this little puppy here together.

203
00:14:55.820 --> 00:14:57.900
And if we go back to our media manager

204
00:14:58.460 --> 00:14:58.960
oops.

205
00:14:59.900 --> 00:15:02.620
Looks like I hit a little snag there. There we go.

206
00:15:02.780 --> 00:15:05.820
We can see that the red puppy has been downloaded.

207
00:15:05.820 --> 00:15:10.655
Then that's cool for the media manager, but what's even better is you'll be able to also use this,

208
00:15:10.975 --> 00:15:12.435
in the web page builder.

209
00:15:12.815 --> 00:15:16.895
So what I've done in this case is I grabbed over the feature list for,

210
00:15:17.215 --> 00:15:20.255
like, four items in a row. And you can see here what I was building.

211
00:15:20.255 --> 00:15:24.790
I was using the icons, and there's some really amazing icons in that, icon library.

212
00:15:25.090 --> 00:15:28.230
Let's just continue working here. We'll choose some more icons,

213
00:15:29.730 --> 00:15:31.830
and let's go to the icon library.

214
00:15:32.850 --> 00:15:34.105
Let's search

215
00:15:34.565 --> 00:15:35.225
for support.

216
00:15:37.285 --> 00:15:41.925
And let's say you wanna contact for support, and we'll choose this blue that is part of our theme.

217
00:15:41.925 --> 00:15:43.144
We'll do another search,

218
00:15:43.925 --> 00:15:48.510
and we'll go ahead and download this. And here, it's it's adding it into the web page builder.

219
00:15:48.510 --> 00:15:56.130
So, again, if you're making landing pages and you don't wanna scour the Internet to find these sorts of things, it's right at your fingertips in the admin area.

220
00:15:56.270 --> 00:15:57.170
And then lastly,

221
00:15:57.550 --> 00:15:59.970
it's going to also work with email templates.

222
00:16:00.015 --> 00:16:03.695
So if you're designing your email templates, you can use this,

223
00:16:04.575 --> 00:16:05.795
the icon library.

224
00:16:07.215 --> 00:16:08.595
And we will search

225
00:16:09.135 --> 00:16:09.635
for,

226
00:16:10.015 --> 00:16:10.755
let's say,

227
00:16:11.215 --> 00:16:11.715
love.

228
00:16:13.279 --> 00:16:16.720
And we have here this is a good one. And we'll use, we'll use this,

229
00:16:17.600 --> 00:16:18.980
orangey color here.

230
00:16:21.120 --> 00:16:26.235
Perfect. Look at this. Great icons here. Let's download this one here. And there it is right there.

231
00:16:26.235 --> 00:16:29.055
So it's a great way to animate your landing pages,

232
00:16:29.514 --> 00:16:36.475
your emails, and the color picker option for the icon library is already there, but the ability to choose the colors, is coming soon.

233
00:16:36.475 --> 00:16:40.960
And, again, by the next webinar, we should have that released, if not a bit sooner. Alright.

234
00:16:40.960 --> 00:16:41.760
Next one here.

235
00:16:41.760 --> 00:16:50.900
This will be available for all b v sites coming soon on in your member's login, there'll be the ability to hide or show their passwords as they're typing in their passwords.

236
00:16:50.960 --> 00:16:51.855
That's really good.

237
00:16:52.095 --> 00:16:58.415
User experience, some people have more and more complicated passwords, and it's easier for them to see what they're typing in in some cases.

238
00:16:58.415 --> 00:17:09.130
So as we're all familiar with, there'll be a show or hide password feature, and that's also gonna be available when this is released when you're logging into your Brilliant Directories admin area as well for website owners.

239
00:17:09.510 --> 00:17:12.329
And then last two here, languages and payment gateways.

240
00:17:12.950 --> 00:17:15.670
For the these next two months of 2024,

241
00:17:15.829 --> 00:17:24.214
we're doing a sprint to add more default languages into the Brilliant Directories platform that allow you to translate your site, with one click into

242
00:17:24.755 --> 00:17:27.655
currently, we have French, German, Spanish, and English.

243
00:17:27.954 --> 00:17:32.940
Soon, we're gonna add more languages, Polish, Portuguese, Hindi, Italian, and more.

244
00:17:33.100 --> 00:17:41.200
We're also making a sprint to add more gateways into the Brilliant Directories platform and also the ability to pay with, like, bank ACH transfers.

245
00:17:41.259 --> 00:17:42.700
So we're working on that right now.

246
00:17:42.700 --> 00:17:46.205
We're making a sprint to have more of these available before the end of the year.

247
00:17:46.205 --> 00:17:51.485
And as far as brand new payment gateways, the first one at the top of the list is Razorpay for India.

248
00:17:51.565 --> 00:17:57.825
We actually do have a lot of users in India, so we're making a push to get that out to them within this month of November.

249
00:17:57.885 --> 00:18:05.600
And we think with that update, we will actually we're creating a system so we can more easily include more payment gateways as time goes by.

250
00:18:05.600 --> 00:18:06.240
So let's see here.

251
00:18:06.240 --> 00:18:09.840
David, should we take a pause before we should we go straight to the q and a's from here?

252
00:18:09.840 --> 00:18:14.335
Should we get any feedback, questions, or comments on these updates first? I think yeah. Let's see.

253
00:18:14.575 --> 00:18:17.075
If anybody has some, some feedback,

254
00:18:17.455 --> 00:18:19.075
positive, negative questions,

255
00:18:19.375 --> 00:18:22.895
about any of these recent updates, always love to, to hear it.

256
00:18:22.895 --> 00:18:26.560
Otherwise, yeah, we can, move on into the open q and a. Perfect.

257
00:18:26.560 --> 00:18:28.580
So you guys can type in your questions.

258
00:18:28.880 --> 00:18:32.080
We'll look into the comments, and we'll go ahead and read them off.

259
00:18:32.080 --> 00:18:35.380
If you'd like us to unmute your microphone, what's different than GoToWebinar?

260
00:18:35.680 --> 00:18:45.075
There isn't a raise your hand feature, but you can type in question, and then we'll invite you to the stream so you can ask your question, with your microphone.

261
00:18:45.215 --> 00:18:50.255
So let's see here. We do have some questions here. Mark's asking I can put it on the screen here.

262
00:18:50.255 --> 00:18:51.795
Any updates from Flowmatic?

263
00:18:52.350 --> 00:18:54.690
Great question there. We are in the Flowmatic,

264
00:18:57.230 --> 00:18:59.650
marketplace now. Let's search for it together.

265
00:19:00.910 --> 00:19:02.450
If we can do that here.

266
00:19:02.990 --> 00:19:05.250
Here we go. I'll share this link with you.

267
00:19:06.055 --> 00:19:09.195
So if you're using Flowmatic, Mark, or anyone else,

268
00:19:09.575 --> 00:19:12.955
let me share this here. Let's see here. API

269
00:19:13.815 --> 00:19:16.395
integration is live. There we go. Here's the link.

270
00:19:16.695 --> 00:19:18.880
So they've added us to their integrations library.

271
00:19:18.880 --> 00:19:24.020
Flowmatic, if you're unfamiliar, is another Zapier or Pabbly. It's a way to sync two platforms

272
00:19:24.320 --> 00:19:26.900
together if you wanna share data between two platforms.

273
00:19:27.440 --> 00:19:31.200
So Brilliant Directories is on here now. They have a great team there at Flowmatic.

274
00:19:31.200 --> 00:19:32.980
They helped us get on here pretty quickly.

275
00:19:33.375 --> 00:19:35.635
Let me share this link with everyone.

276
00:19:36.415 --> 00:19:41.395
And, Mark, yeah, if if you're using Flowmatic, give it a spin with the the Brilliant Directories integration.

277
00:19:42.095 --> 00:19:45.055
And if there are any hiccups, or anything like that,

278
00:19:45.375 --> 00:19:47.455
you can email us or the Flowmatic team.

279
00:19:47.455 --> 00:19:53.280
We're in contact with them, so we can remedy any issues that might be coming, that might, arise from that.

280
00:19:53.420 --> 00:19:56.720
Alright. Let's get to some more questions here.

281
00:19:57.260 --> 00:20:03.745
Alright. Jason is asking, in addition to adding business contact listings, can I import nonprofit

282
00:20:04.045 --> 00:20:05.825
organizations by category,

283
00:20:06.125 --> 00:20:06.865
for example,

284
00:20:07.245 --> 00:20:07.745
shelters?

285
00:20:08.285 --> 00:20:09.485
You certainly can.

286
00:20:09.485 --> 00:20:16.225
If you have a business directory or a local directory of of different businesses, non businesses like nonprofits,

287
00:20:16.690 --> 00:20:21.750
You can probably set up your category structure. Maybe one of your top level categories is nonprofit

288
00:20:22.050 --> 00:20:23.830
organization, and then the subcategories,

289
00:20:24.290 --> 00:20:30.630
Jason, could be the different like, not markets, but I guess the focuses of that nonprofit, for example,

290
00:20:31.255 --> 00:20:33.915
shelters, grants, whatever that nonprofits

291
00:20:34.455 --> 00:20:35.495
may may be serving.

292
00:20:35.495 --> 00:20:45.195
So, yeah, you could do that with the member category structure, and you can definitely import, any type of listing data or business data into your site, including nonprofit

293
00:20:45.495 --> 00:20:45.995
organizations.

294
00:20:46.890 --> 00:20:51.450
Alright. Let's see here if we have going through the questions here. Yeah.

295
00:20:51.450 --> 00:20:55.930
Feel free to type in any questions you guys have, and we'll get to them. Alright.

296
00:20:55.930 --> 00:21:01.544
We got one here from Olga, our good friend Olga. Olga is asking, and let me switch to this here.

297
00:21:01.544 --> 00:21:03.005
How can we make breadcrumbs

298
00:21:03.784 --> 00:21:08.424
show different titles? I understand that it's possible to change these in the SEO template.

299
00:21:08.424 --> 00:21:11.965
How can we show, say, county, city, dub subcategory,

300
00:21:12.505 --> 00:21:17.300
company name? So with the breadcrumbs, let's take a look at breadcrumbs together.

301
00:21:18.000 --> 00:21:26.500
I don't know off the top of my head all the breadcrumb variables that are available to use, but we'll just go here to coupons as an example.

302
00:21:27.600 --> 00:21:30.420
This is our demo site, and we'll see if there are

303
00:21:31.375 --> 00:21:32.275
breadcrumbs here.

304
00:21:32.335 --> 00:21:40.995
So what Olga's referring to are the breadcrumbs up here, and we can see we have home coupons and the name of the post up here.

305
00:21:41.855 --> 00:21:47.790
And it looks like she's wanting to add some extra information like county, city, sub subcategory,

306
00:21:48.570 --> 00:21:49.550
company name.

307
00:21:50.970 --> 00:21:55.390
You know, Olga, I can't think off the top of my head how to get all those different variables in.

308
00:21:55.450 --> 00:22:08.195
I would recommend, one, asking in the Facebook group because I'd like to take a deeper look at it with you, but also emailing the support team and see which maybe they don't have all these available, but see which ones by default may be available to include,

309
00:22:08.975 --> 00:22:09.875
as breadcrumbs.

310
00:22:10.815 --> 00:22:22.299
And then lastly, if you if you really were stuck, if there isn't a default way for some of these granular bread crumbs that you're looking for, you could always create a custom widget that kinda pulls that information from the post data,

311
00:22:22.760 --> 00:22:28.520
and then put it at the top of the page as, like, a if very simple scope, for something like that.

312
00:22:28.520 --> 00:22:29.885
But, if we can't,

313
00:22:30.585 --> 00:22:34.905
check all the boxes with the default settings, that might be a workaround for you as well.

314
00:22:34.905 --> 00:22:38.825
Thank you for that question, Olga. Alright. Another breadcrumb related question.

315
00:22:38.825 --> 00:22:40.185
I'll bring it up because it's similar.

316
00:22:40.185 --> 00:22:47.140
I would like to have ZIP code in breadcrumbs, and most people use ZIP code to search local in The US, I think.

317
00:22:47.200 --> 00:22:52.320
So I think you can have the city in the breadcrumbs, and I'll show you this one more time here.

318
00:22:52.320 --> 00:22:55.220
Let's go to John Smith's sample profile here.

319
00:22:56.560 --> 00:22:58.660
And we can see here we have the country,

320
00:22:59.120 --> 00:22:59.940
the state,

321
00:23:00.424 --> 00:23:02.924
the city, the top level category,

322
00:23:03.225 --> 00:23:03.725
and,

323
00:23:04.105 --> 00:23:04.605
here.

324
00:23:04.905 --> 00:23:08.285
I don't know if there's one for ZIP code.

325
00:23:08.825 --> 00:23:14.365
I know that it gets to city, and cities are within ZIP codes, to my knowledge or vice versa. But,

326
00:23:15.419 --> 00:23:18.860
also something to ask in the Facebook group or email the support team.

327
00:23:18.860 --> 00:23:23.760
I do think off the top of my head, it does the most granular it gets is the city name,

328
00:23:24.460 --> 00:23:28.275
but that's a good one to ask there. I don't have an exact answer on that one.

329
00:23:28.755 --> 00:23:31.895
Alright. Let's see. See, Brian here wrote question,

330
00:23:33.475 --> 00:23:34.995
with, two in all caps.

331
00:23:34.995 --> 00:23:39.475
So what we'll do, Brian, is I'm gonna invite you to the stream, and then we'll unmute your microphone.

332
00:23:39.475 --> 00:23:44.250
So, Brian, you should see a pop up on your screen. And then once you join the stream, there you are.

333
00:23:44.410 --> 00:23:45.870
We'll add you to the stage,

334
00:23:46.250 --> 00:23:50.490
with your mic. Let's give it a shot here. Hello. Can you hear me? Hey, Brian. How's it going?

335
00:23:50.490 --> 00:23:53.850
Pretty good. And you? Pretty good. Pretty good. Thanks for joining the webinar. Thank you.

336
00:23:54.090 --> 00:23:55.790
So my question is about leads.

337
00:23:56.250 --> 00:23:56.715
I basically

338
00:24:03.674 --> 00:24:07.855
night clubs, the other will be for bottle service for night clubs, and then

339
00:24:08.235 --> 00:24:08.735
also,

340
00:24:10.000 --> 00:24:13.540
third one for, like, people who wanna go on a party bus.

341
00:24:14.480 --> 00:24:14.980
So

342
00:24:15.680 --> 00:24:20.340
I've made the get matched forms. I've cloned them and made them how I want them.

343
00:24:22.559 --> 00:24:27.545
I don't know if it's possible, but, like, I know how you guys have, like, the workflows and everything.

344
00:24:28.005 --> 00:24:29.465
I only want, like,

345
00:24:29.765 --> 00:24:33.065
the guest list and the bottle service ones to go to,

346
00:24:33.605 --> 00:24:36.985
say I mean, they ask different questions in each form. Right?

347
00:24:37.950 --> 00:24:40.770
To get the information to send to them.

348
00:24:41.150 --> 00:24:45.090
But I only want those to be delivered to people that are

349
00:24:45.470 --> 00:24:46.370
of the specific

350
00:24:46.910 --> 00:24:48.610
top category and subcategory,

351
00:24:48.990 --> 00:24:53.904
if that makes sense. Yeah, it does make sense. Could we take a look at your site? Is that possible?

352
00:24:54.284 --> 00:24:54.765
Yeah.

353
00:24:55.404 --> 00:24:57.325
You know what it is, right? It's,

354
00:24:57.965 --> 00:24:58.865
bar and club.

355
00:24:59.325 --> 00:25:00.784
Yeah. I think I have it.

356
00:25:01.085 --> 00:25:02.465
Bar and club.

357
00:25:03.085 --> 00:25:05.539
Okay. Do you have a page with your,

358
00:25:05.919 --> 00:25:08.580
with the get matched form that you're talking about? The lead form?

359
00:25:09.200 --> 00:25:10.179
I had them,

360
00:25:11.200 --> 00:25:11.780
let me

361
00:25:13.120 --> 00:25:18.705
look at it real quick here. Okay. I had them on the homepage, but I took them off because it was

362
00:25:19.825 --> 00:25:20.885
being too confusing.

363
00:25:21.745 --> 00:25:22.245
Okay.

364
00:25:24.144 --> 00:25:27.825
So let's, give me a second here. I'll help you out. It's under the

365
00:25:31.039 --> 00:25:34.899
let's see if this page is here. Okay. So here's here's one of your get matched forms.

366
00:25:35.679 --> 00:25:38.399
Yeah. It's it's actually under it's,

367
00:25:40.399 --> 00:25:44.020
the one is auto dash service is the one.

368
00:25:44.480 --> 00:25:44.980
Okay.

369
00:25:50.485 --> 00:25:51.465
Okay. Perfect.

370
00:25:54.965 --> 00:25:56.585
So let's see here.

371
00:25:57.929 --> 00:26:01.389
Okay. Is this a lead form, or is this a custom form you've created?

372
00:26:02.490 --> 00:26:07.470
I cloned the get matched form, and then I just basically changed a few things on it.

373
00:26:10.009 --> 00:26:13.665
Okay. Let's take a look. This is good because we actually have been wanting to do,

374
00:26:15.505 --> 00:26:19.765
kinda like a a tutorial on the lead. So, basically, if you guys are watching so,

375
00:26:20.305 --> 00:26:25.185
he's got members in here that are nightclubs and and other services, like party bus services.

376
00:26:25.185 --> 00:26:30.290
And consumers are coming here, and they want, like, bottle service at a nightclub in this.

377
00:26:30.290 --> 00:26:35.110
And he only wants this lead to go to the nightclubs that offer bottle service.

378
00:26:35.650 --> 00:26:37.010
Let me do a couple things.

379
00:26:37.010 --> 00:26:41.670
Let me stop sharing my screen for just a quick moment here, see if I can do this.

380
00:26:42.050 --> 00:26:42.550
K.

381
00:26:43.295 --> 00:26:45.554
And let me go to your site, and

382
00:26:45.855 --> 00:26:48.434
we can actually look at the lead settings together.

383
00:26:48.815 --> 00:26:52.335
And let me share my screen again. Okay. Great.

384
00:26:52.335 --> 00:26:55.770
So, let's go to your lead settings together, member leads.

385
00:26:57.610 --> 00:27:00.670
And if we go to lead silence, we go to auto match workflows.

386
00:27:01.290 --> 00:27:06.090
Let's see what we can do here. So you have a default one. What we're gonna do is add another action.

387
00:27:06.090 --> 00:27:09.790
I'm not super familiar. I haven't been in here in in a in a minute, but

388
00:27:12.085 --> 00:27:14.985
let's see here. Add this is this action,

389
00:27:15.445 --> 00:27:16.325
action active?

390
00:27:16.325 --> 00:27:20.725
And then you can so you can create different lead flow rules for different membership plans.

391
00:27:20.725 --> 00:27:22.825
So these are all your membership plans.

392
00:27:23.125 --> 00:27:24.664
And what I'm seeing here

393
00:27:26.820 --> 00:27:29.000
is actually what we can do.

394
00:27:31.299 --> 00:27:36.519
I haven't found a way to, like, have it specify a specific form.

395
00:27:37.460 --> 00:27:43.855
I I I think what you wanna do is instead of specifying a form, what we wanna do is create a hidden field.

396
00:27:44.235 --> 00:27:46.095
Mhmm. And that hidden field

397
00:27:46.555 --> 00:27:48.415
defines the top level category

398
00:27:48.875 --> 00:27:49.775
for the submission.

399
00:27:51.115 --> 00:27:56.880
So, basically, for bottle service on your site, what we would do is I don't wanna I could help you out a little bit more,

400
00:27:57.760 --> 00:28:03.700
maybe in the Facebook group. But if we go to your top level categories and search for bottle service

401
00:28:05.200 --> 00:28:07.200
Yeah. It it would actually be,

402
00:28:08.235 --> 00:28:11.855
it would be, be under venues and then it would be, the subcategory

403
00:28:12.235 --> 00:28:13.455
would be like nightclubs.

404
00:28:14.395 --> 00:28:16.895
Oh, okay. Okay. So it's a sub sub level category.

405
00:28:17.995 --> 00:28:18.895
Just the subcategory.

406
00:28:19.675 --> 00:28:20.175
Okay.

407
00:28:20.875 --> 00:28:21.375
Nightclubs.

408
00:28:22.315 --> 00:28:22.815
So,

409
00:28:24.100 --> 00:28:25.879
okay. So nightclubs would be

410
00:28:26.179 --> 00:28:26.419
the,

411
00:28:27.139 --> 00:28:28.120
right here. Nightclub.

412
00:28:28.580 --> 00:28:31.799
Yeah. Okay. So what we would do is, in effect,

413
00:28:32.340 --> 00:28:37.559
and might not have enough time right here on this webinar, but we're gonna what you wanna do in your custom form

414
00:28:38.164 --> 00:28:39.705
is add a hidden value

415
00:28:40.085 --> 00:28:45.065
that says that this submission is going to be for the venue top level category.

416
00:28:45.445 --> 00:28:48.985
Mhmm. And, effectively, what we wanna do is save the ID.

417
00:28:49.525 --> 00:28:54.340
So that that's ID 10. Just giving you a little bit of a road map here. And then the subcategory,

418
00:28:55.600 --> 00:28:58.580
what we wanna do is the subcategory is gonna be 70

419
00:28:58.880 --> 00:28:59.700
as an example.

420
00:29:00.160 --> 00:29:00.559
Okay.

421
00:29:00.559 --> 00:29:06.340
And that way when the lead is filled out, it's sending into the database that this is a lead for

422
00:29:07.025 --> 00:29:10.885
nightclub venues. Right? And then it will get matched with any members

423
00:29:11.345 --> 00:29:14.404
who are assigned to this sub subcategory

424
00:29:14.705 --> 00:29:16.005
and top level category.

425
00:29:16.385 --> 00:29:17.205
Makes sense.

426
00:29:18.225 --> 00:29:20.640
I just need I just need to know, like,

427
00:29:22.000 --> 00:29:23.380
do I add the subcategory

428
00:29:23.760 --> 00:29:26.660
in the category into the form or do I just

429
00:29:27.120 --> 00:29:30.480
No. No. You you got you got you got it right. So let me show you.

430
00:29:30.480 --> 00:29:34.480
I'm I'm not gonna do it correctly here because I just need a little bit more time to do the research.

431
00:29:34.480 --> 00:29:37.895
But if you go to the form manager and we look at your get matched form,

432
00:29:40.115 --> 00:29:44.275
and this is the bottle service one. Yeah. I'm just gonna give you a little bit of a road map here.

433
00:29:44.275 --> 00:29:49.475
This isn't gonna be the exact correct thing to do, but what you're gonna do is add a field.

434
00:29:49.475 --> 00:29:53.800
I'm just gonna add a field up here. K. It's going to be a hidden field.

435
00:29:54.420 --> 00:29:57.880
So what we're gonna do is search for a hidden field

436
00:29:58.580 --> 00:30:01.000
right down here. Mhmm. And

437
00:30:02.020 --> 00:30:03.640
what we're gonna do, the database

438
00:30:04.184 --> 00:30:08.105
variable is gonna be, like, profession ID. That's the top level category.

439
00:30:08.105 --> 00:30:10.605
I don't know if this is this is where I'm not sure if it's correct.

440
00:30:10.745 --> 00:30:13.164
The profession ID and then the default value

441
00:30:13.625 --> 00:30:14.845
is going to be,

442
00:30:15.705 --> 00:30:17.325
if we go to your member categories.

443
00:30:20.190 --> 00:30:21.650
And you said it's venue,

444
00:30:22.910 --> 00:30:25.410
so the default the it's gonna be 10.

445
00:30:25.950 --> 00:30:32.655
I'll actually save this here so that all you all we have to do after the webinar is you figure out you can email the support team or I can check-in the Facebook group.

446
00:30:32.735 --> 00:30:36.995
You just figure out what the database variable is. So the default value is 10,

447
00:30:37.535 --> 00:30:39.955
and we'll and then we're gonna add let's say that.

448
00:30:42.175 --> 00:30:46.860
One one of them is profession ID and the other one's, like, rail service or something like that.

449
00:30:47.179 --> 00:30:47.580
Exactly.

450
00:30:47.580 --> 00:30:52.380
I don't know if profession ID is the correct thing to use here, but this Something close to that.

451
00:30:52.380 --> 00:30:54.240
Yeah. Something it's you're right.

452
00:30:54.299 --> 00:30:58.720
I just don't know off top of my head what that one is, and then you would do the exactly.

453
00:30:59.515 --> 00:31:01.135
And we'll do the same thing here.

454
00:31:01.435 --> 00:31:03.935
This is incorrect, but you wanna do rail services

455
00:31:04.555 --> 00:31:06.415
and then the ID, the default

456
00:31:06.795 --> 00:31:08.315
value. I think it was,

457
00:31:09.675 --> 00:31:10.495
let's see here.

458
00:31:11.550 --> 00:31:12.290
Your nightclubs

459
00:31:12.670 --> 00:31:13.810
is, 70.

460
00:31:14.510 --> 00:31:19.170
So default value, 70. So now when your lead form is submitted,

461
00:31:19.630 --> 00:31:23.330
it's going to pin the lead to these categories respectively

462
00:31:23.705 --> 00:31:27.725
when we have the right variables set up here. We should have documentation on it somewhere.

463
00:31:27.865 --> 00:31:32.765
Again, I just can't look it up on the fly here off the top of my head, but this is kind of the methodology,

464
00:31:33.465 --> 00:31:35.640
that that would get this done for you like this.

465
00:31:36.600 --> 00:31:41.800
Sweet. I'd I think I know where to go from here now now that you tell me that. Sure. Sure thing.

466
00:31:41.800 --> 00:31:46.460
And then let me just let's see if let me just help you with one more thing, before we move on.

467
00:31:46.520 --> 00:31:53.305
If I go back to this get match page, there might be a small clue if I just right click on this for the top level category,

468
00:31:54.725 --> 00:31:56.665
and just check something out here.

469
00:31:57.285 --> 00:31:58.425
I think it's list

470
00:31:58.965 --> 00:31:59.465
underscore

471
00:31:59.845 --> 00:32:00.345
professions.

472
00:32:01.445 --> 00:32:01.945
Okay.

473
00:32:02.630 --> 00:32:03.510
Sure. Sure. Sure.

474
00:32:04.790 --> 00:32:06.950
So it could be something like that. We can find it again.

475
00:32:06.950 --> 00:32:11.030
Just in the webinar, I don't have too much time to look into it, but that's the path to get you on there.

476
00:32:11.030 --> 00:32:17.044
And, again, this now you can email the support team and say I'm trying to define the top and sublevel category in my lead form.

477
00:32:17.044 --> 00:32:18.985
What are the variables to insert here?

478
00:32:19.284 --> 00:32:23.865
And then, again, I think we have documentation on it, but I can't remember what to look up at the top of my head.

479
00:32:24.085 --> 00:32:26.985
Cool. Thank you. Alright. You're welcome. Good question there.

480
00:32:27.445 --> 00:32:30.184
There we go. Thank you, Brian, for that.

481
00:32:31.010 --> 00:32:33.029
Alright. Let's see here. Another criteria

482
00:32:33.570 --> 00:32:36.789
for matching current okay. So Ted's asking,

483
00:32:37.409 --> 00:32:42.049
can you add more criteria for matching? Currently, it's just categories and locations.

484
00:32:42.049 --> 00:32:43.730
For example, annual level income.

485
00:32:43.730 --> 00:32:49.365
I'll create a question for the member what income levels they work with the search filler. Okay.

486
00:32:49.365 --> 00:32:52.085
So when you're matching leads, you're he he's correct.

487
00:32:52.085 --> 00:32:55.684
So Ted is also talking about the get matched form.

488
00:32:55.684 --> 00:33:05.750
So the the Brilliant Directories matching matching system will basically you know, despite the name and the email and the phone number of the of the consumer or or end user entering it, it's gonna find out the location

489
00:33:06.130 --> 00:33:16.865
and the category, and then it's gonna match the user or the person who filled out the form with members who match that location and also match that category or service that the professional offers.

490
00:33:17.644 --> 00:33:19.424
By default, there aren't additional

491
00:33:19.725 --> 00:33:24.899
criteria that will actually match with the members. You can go one level deeper.

492
00:33:24.899 --> 00:33:29.000
You can do top category, sublevel category, and sub sub level,

493
00:33:29.700 --> 00:33:30.200
category.

494
00:33:31.139 --> 00:33:34.519
You can make things like annual income level a sub subcategory,

495
00:33:35.779 --> 00:33:39.559
where so the person who is filling out the lead form can add that extra

496
00:33:40.075 --> 00:33:41.135
piece of criteria.

497
00:33:42.155 --> 00:33:44.575
But I will show you something that is actually helpful,

498
00:33:45.195 --> 00:33:45.995
Ted, that,

499
00:33:46.475 --> 00:33:50.895
I think might it's not for the lead matching, but it's for the searching.

500
00:33:51.435 --> 00:33:54.175
And this is the dynamic category filtering.

501
00:33:54.960 --> 00:33:56.660
And what this does is

502
00:33:57.280 --> 00:33:59.780
if you have this add on on the left hand side,

503
00:34:00.320 --> 00:34:04.080
and we could see this picture here, what it will do is and I'll close your,

504
00:34:04.799 --> 00:34:06.495
question here so it's easier to see.

505
00:34:06.495 --> 00:34:14.435
So what it will do here is it will allow users more like an Amazon search if you're or if you're searching kayak for airplane tickets and whatnot.

506
00:34:14.495 --> 00:34:15.795
You can actually click,

507
00:34:17.215 --> 00:34:21.130
you know, the criteria that you're looking for for multiple subs.

508
00:34:21.130 --> 00:34:23.550
So the the member has to match all the subcategories,

509
00:34:23.850 --> 00:34:26.989
and they'll see in the search results. It'll update dynamically,

510
00:34:27.770 --> 00:34:28.670
all the criteria

511
00:34:28.969 --> 00:34:31.070
that a user is searching for.

512
00:34:31.370 --> 00:34:33.790
So with this, they'll be able to drill down

513
00:34:34.185 --> 00:34:42.045
for the type of member that they're looking for based on, again, the the some, sub and sub sub level criteria and multiple levels of that.

514
00:34:42.425 --> 00:34:46.605
And then they can, of course, reach out to those members. And when you're doing the lead matching,

515
00:34:47.040 --> 00:34:48.660
there is also an option.

516
00:34:49.360 --> 00:34:54.100
Let me go back here to the add ons. Let me share a link to this dynamic category filtering.

517
00:34:54.320 --> 00:34:57.780
I I actually love this one. Especially if your site doesn't have too many,

518
00:34:58.400 --> 00:35:01.345
categories, it creates a nice experience, for searching.

519
00:35:01.345 --> 00:35:07.205
If you have thousands of categories, I I would stray away from this one because you don't wanna see a list in the sidebar with thousands of categories.

520
00:35:07.745 --> 00:35:12.085
But this pairs well if you're doing it this way with the automatic lead matching.

521
00:35:12.785 --> 00:35:14.645
Let me show you this one here.

522
00:35:16.970 --> 00:35:19.150
And with the automatic lead matching,

523
00:35:20.410 --> 00:35:28.910
when the member when you have automatic lead matching, when you're reaching out to a member on their profile page, to create a lead to to send them an inquiry,

524
00:35:29.265 --> 00:35:32.484
there is a checkbox that says, would you like to hear from,

525
00:35:32.944 --> 00:35:35.765
other members who who meet this criteria, basically,

526
00:35:36.224 --> 00:35:37.025
who meet the,

527
00:35:37.505 --> 00:35:40.244
the top level and the sublevel and the location?

528
00:35:40.464 --> 00:35:45.440
So if they're filtering in the search results to get what they need and then they get to a member who meets that criteria,

529
00:35:46.220 --> 00:35:50.800
that extra button on their profile page that says, would you like to get matched with similar members,

530
00:35:51.340 --> 00:35:52.080
would effectively

531
00:35:52.460 --> 00:35:53.920
allow you to achieve

532
00:35:54.300 --> 00:35:58.619
achieve that. Not exactly how you're asking it, but it'll get you one step closer.

533
00:35:58.619 --> 00:36:01.555
So I'll also share this link with you here.

534
00:36:02.095 --> 00:36:06.994
Alright. We have some starred questions here. Let me see if I can get to,

535
00:36:07.454 --> 00:36:11.295
some of these here. Alright. Kurt's asking good question here.

536
00:36:11.295 --> 00:36:14.194
Is there a way on mobile when a menu has submenus

537
00:36:14.740 --> 00:36:20.740
that they don't have to click on the plus sign instead the whole line, will drop down the list?

538
00:36:20.740 --> 00:36:22.340
I think potentially with,

539
00:36:22.660 --> 00:36:24.920
some jQuery. Let's take a look at it together,

540
00:36:25.300 --> 00:36:30.200
see if we could do a five minute test on that. So, actually, here we are on our demo site,

541
00:36:30.665 --> 00:36:34.525
and let's just change this into a mobile view here real quick.

542
00:36:35.385 --> 00:36:36.905
Actually, I'm gonna do this on,

543
00:36:37.625 --> 00:36:39.244
give me one second here.

544
00:36:40.505 --> 00:36:47.410
Let me see if I can let me switch switch things over real quick back to my, our webinar demo site real quick.

545
00:36:47.550 --> 00:36:49.170
Perfect. Let's see back here.

546
00:36:49.470 --> 00:36:52.130
Yep. There we go. Alright. So Kurt's asking

547
00:36:52.430 --> 00:36:54.670
what he's referring to, and we'll show you right here.

548
00:36:54.670 --> 00:36:58.935
So we do have a drop down here in this demo form. It's for to donate to help.

549
00:36:59.415 --> 00:37:01.255
And if we go to here,

550
00:37:01.655 --> 00:37:03.595
we have here with the plus sign,

551
00:37:03.975 --> 00:37:07.995
and we can see here that you have to click the plus sign so that it's expanded.

552
00:37:09.015 --> 00:37:13.995
Let's see if we can what's going on here. Yeah. There is, like, a little jQuery event here.

553
00:37:14.055 --> 00:37:17.490
It toggles it, open and close. But what we could do

554
00:37:18.109 --> 00:37:20.369
and let me just take a quick look here.

555
00:37:23.950 --> 00:37:26.109
And I think what it is is,

556
00:37:26.510 --> 00:37:30.525
it's a height thing. Let me just quickly see here what happens when we click this.

557
00:37:33.964 --> 00:37:36.785
Just a moment here. See if I can get you an answer.

558
00:37:38.204 --> 00:37:38.704
Okay.

559
00:37:39.964 --> 00:37:40.865
Let's see.

560
00:37:44.365 --> 00:37:44.865
Oh,

561
00:37:47.549 --> 00:37:50.289
trying to see if we could use some CSS to get you

562
00:37:50.750 --> 00:37:52.130
a solution here.

563
00:37:54.030 --> 00:37:56.770
There we go. This one here is height zero. So

564
00:37:57.115 --> 00:37:58.335
if we set this

565
00:37:58.635 --> 00:37:59.135
to

566
00:37:59.435 --> 00:38:01.935
height auto, that should take care of it,

567
00:38:02.475 --> 00:38:03.855
for you. And,

568
00:38:04.395 --> 00:38:11.595
yeah, you just wanna make sure you don't have too many because then, you know, on a mobile device, you're just forcing people to scroll a lot.

569
00:38:11.595 --> 00:38:12.095
But,

570
00:38:13.089 --> 00:38:15.570
what we can do is set this to hide auto. I'll share this.

571
00:38:15.570 --> 00:38:18.849
What you wanna do is come here to your design settings.

572
00:38:18.849 --> 00:38:21.190
I'll add it to the site so you can see what I'm doing.

573
00:38:24.130 --> 00:38:29.085
And in your custom CSS head so I went to design settings. The last tab here.

574
00:38:29.145 --> 00:38:33.805
I'll I'll drop in this little snippet of code here. We're gonna put this here. It's height auto.

575
00:38:34.185 --> 00:38:36.045
And if we do a hard refresh,

576
00:38:38.905 --> 00:38:43.800
we can come here and oh, that didn't do it there. Let me, put an importance here.

577
00:38:48.120 --> 00:38:53.560
Right. Do a couple more tests. May might need a little more love. There we go. So there we go.

578
00:38:53.560 --> 00:38:58.915
We can see it's there. If you wanted to remove the plus sign, there is something you can do here.

579
00:39:00.095 --> 00:39:03.795
What we would do is just go like this and do a display none,

580
00:39:04.495 --> 00:39:04.995
important.

581
00:39:05.535 --> 00:39:06.675
See if that works.

582
00:39:08.815 --> 00:39:12.355
Yeah. So that would then there's nothing to toggle open or closed.

583
00:39:12.780 --> 00:39:16.800
This is bonus if you wanna get rid of the plus and minus icons there.

584
00:39:17.260 --> 00:39:19.040
So I'll actually include both.

585
00:39:20.060 --> 00:39:22.720
So the display none is to hide the,

586
00:39:23.420 --> 00:39:28.075
the icon if you choose to. The other one is to auto have the height always open.

587
00:39:28.075 --> 00:39:31.375
It doesn't open or close. I'm gonna pop this in here for you.

588
00:39:32.075 --> 00:39:33.214
You would again,

589
00:39:33.835 --> 00:39:36.395
that's in the chat now. Let's see if it allowed me to send that.

590
00:39:36.395 --> 00:39:38.255
I don't think it allowed me to send that.

591
00:39:38.875 --> 00:39:39.600
Let's see.

592
00:39:42.880 --> 00:39:46.260
Does not like me sending that in the chat here. Let's

593
00:39:46.800 --> 00:39:47.860
try one more time.

594
00:39:54.320 --> 00:39:57.945
Try Try setting that. Oh, I'm in the You got that in the tab. Oh, okay. Yeah. You do.

595
00:39:57.945 --> 00:40:02.285
I was in the start section. Okay. So, yeah, you would pop that into your,

596
00:40:02.825 --> 00:40:07.305
additional CSS, save your changes, and, you should have an outcome like this.

597
00:40:07.305 --> 00:40:11.050
So thank you for that question there. Okay. Let's see.

598
00:40:11.050 --> 00:40:16.190
Don is asking explain how to move customers from one category to another category.

599
00:40:16.410 --> 00:40:18.810
There are some limitations with this,

600
00:40:19.610 --> 00:40:23.685
but also some not. So let's go to the, search members page.

601
00:40:25.045 --> 00:40:27.705
And if you want to move members from one

602
00:40:28.005 --> 00:40:33.225
category to another, I think right now, it's basically based on their main top level category.

603
00:40:34.165 --> 00:40:36.665
So let let's go here. This is a veterinarian.

604
00:40:37.205 --> 00:40:38.970
Here, I'll just click on them,

605
00:40:39.450 --> 00:40:42.190
and I'm going to update their top level category.

606
00:40:42.970 --> 00:40:47.950
Now when you move their top level category, they're gonna lose all their sub and sub subcategory

607
00:40:48.330 --> 00:40:48.830
associations

608
00:40:49.210 --> 00:40:49.710
because,

609
00:40:50.250 --> 00:40:52.349
it works in a hierarchy. Sub subcategories

610
00:40:52.650 --> 00:40:53.869
are under a subcategory,

611
00:40:54.170 --> 00:40:56.765
and a sub category is under a top level category.

612
00:40:56.765 --> 00:41:03.105
So if removing their entire top level category, the top of that chain there, they're gonna lose their entire,

613
00:41:03.484 --> 00:41:05.984
all their sub and sub sub level category associations.

614
00:41:06.285 --> 00:41:10.285
But, if we're switching their top level category, you can certainly do that here.

615
00:41:10.285 --> 00:41:13.670
So, this is a site we've done a lot of, import data tests on.

616
00:41:13.670 --> 00:41:16.570
But let's say all the veterinarians were gonna move to pet store.

617
00:41:17.109 --> 00:41:20.170
I'm just gonna well, this person I selected, I'll hit yes, continue.

618
00:41:21.270 --> 00:41:21.770
And

619
00:41:22.390 --> 00:41:24.965
that should update them. Let's see here.

620
00:41:26.865 --> 00:41:29.925
And now they are the pet store top level

621
00:41:30.465 --> 00:41:30.965
category.

622
00:41:32.145 --> 00:41:34.245
If you go to member categories

623
00:41:35.105 --> 00:41:39.840
now there are some some trick tips and tricks that you you can do.

624
00:41:41.040 --> 00:41:43.540
If you're deleting a sublevel category,

625
00:41:44.720 --> 00:41:48.580
let's actually just do this one as a thing. So if we delete this sublevel category,

626
00:41:49.920 --> 00:41:54.020
there is an option to assign the existing members to another sublevel

627
00:41:54.645 --> 00:41:55.145
category.

628
00:41:55.285 --> 00:42:00.165
So and then I can choose another sublevel category that's under this top level category hierarchy.

629
00:42:00.165 --> 00:42:05.145
I can't choose sublevel categories that aren't part of the top level category that I am. So,

630
00:42:06.165 --> 00:42:09.000
if you are deleting a sublevel category,

631
00:42:09.460 --> 00:42:19.300
you can move the members in that process to reassign them, if you choose, or you can just delete the sublevel category and the associations the members have with that.

632
00:42:19.300 --> 00:42:22.680
So that's another another option for you as well.

633
00:42:24.195 --> 00:42:27.795
Alright. Good question there. Okay. Let's see. Let's see.

634
00:42:27.795 --> 00:42:31.975
Clayton is asking how hard would it be to use Career Jet API

635
00:42:32.275 --> 00:42:35.910
to populate my site? Let's check out what Career Jet is.

636
00:42:36.710 --> 00:42:37.369
Sounds like

637
00:42:37.750 --> 00:42:38.410
a a jobs,

638
00:42:39.109 --> 00:42:40.809
job listings, jobs board,

639
00:42:41.750 --> 00:42:44.809
tool. Yeah. Jobs in The USA, so on and so forth.

640
00:42:45.190 --> 00:42:45.690
API.

641
00:42:47.190 --> 00:42:48.569
Okay. So there's an API.

642
00:42:48.905 --> 00:42:56.265
So, basically, what what he's looking to do is take the data from Career Jet and populate it into his Brilliant Directories website.

643
00:42:56.265 --> 00:42:59.565
So, let's see if they're on Zapier. That'll be the first thing.

644
00:43:00.505 --> 00:43:01.405
Career Jet.

645
00:43:04.180 --> 00:43:05.240
Let's see here.

646
00:43:05.940 --> 00:43:08.760
They're not on Zapier, but let's look at the API.

647
00:43:12.020 --> 00:43:12.520
Okay.

648
00:43:14.180 --> 00:43:17.480
Okay. It's not here. Anyways, you can do it with the billing directories,

649
00:43:17.940 --> 00:43:18.345
API.

650
00:43:18.744 --> 00:43:22.845
Basically, what you would do is you'd get the you tap into the Career Jet API.

651
00:43:23.705 --> 00:43:24.685
You get access

652
00:43:26.825 --> 00:43:28.045
to the job postings.

653
00:43:28.505 --> 00:43:33.325
And what you can do with the brilliant directories API and let me get there with you here.

654
00:43:33.600 --> 00:43:36.020
I'll share this link. Let's go to endpoints.

655
00:43:39.520 --> 00:43:43.940
So in our support center, you can see all the API endpoints with Brilliant Directories.

656
00:43:44.000 --> 00:43:51.505
So we'll be having two platforms talk to each other, Career Jet and Brilliant Directories, and that usually happens with an API or through other methods.

657
00:43:51.505 --> 00:43:54.785
But, effectively, what you'd wanna do is create a,

658
00:43:55.105 --> 00:43:59.825
single image post that's your, a blog article. That's like a feature a single feature image.

659
00:43:59.825 --> 00:44:01.365
So that's your coupons, events,

660
00:44:01.744 --> 00:44:04.380
blog articles. What you're gonna wanna do is create,

661
00:44:05.640 --> 00:44:10.680
with your Brilliant Direct single image post, and you're gonna wanna create a post on your Brilliant Directories site.

662
00:44:10.680 --> 00:44:13.580
So we're gonna suck out that data from CareerJet's API

663
00:44:14.040 --> 00:44:16.220
and then post the job postings

664
00:44:16.725 --> 00:44:17.625
using the create,

665
00:44:18.325 --> 00:44:20.825
single posts API with Brilliant Directories.

666
00:44:21.765 --> 00:44:23.145
I'll share this with you.

667
00:44:23.765 --> 00:44:26.485
If they were on Zapier, you wouldn't have to do any coding for this.

668
00:44:26.485 --> 00:44:28.185
You would just kinda sync up to,

669
00:44:28.645 --> 00:44:30.905
two integrations. Let's see if they're on Pabbly.

670
00:44:32.230 --> 00:44:37.450
I'm curious myself. Career Jet API, Pabbly. Sometimes we'll see it there.

671
00:44:38.950 --> 00:44:40.950
Not seeing Career Jet. I would email Career Jet.

672
00:44:40.950 --> 00:44:43.990
Ask them to get on Zapier, Pabbly, these other third party tools.

673
00:44:43.990 --> 00:44:46.650
It'll make using their API a lot easier. Basically,

674
00:44:46.950 --> 00:44:48.275
just click and, you know,

675
00:44:48.815 --> 00:44:53.075
you know, click to kinda do the sync instead of doing any, complicated coding.

676
00:44:53.855 --> 00:44:56.835
But, yeah, effectively with the Brilliant Directories API,

677
00:44:57.135 --> 00:45:01.234
and their API, you should be able to sync the data between the two platforms, Clayton.

678
00:45:01.590 --> 00:45:01.830
Alright.

679
00:45:01.830 --> 00:45:09.530
Jason's asking, how often are the business contacts updating, meaning they have verified accurate name, phone, website, etcetera?

680
00:45:10.390 --> 00:45:10.890
So,

681
00:45:11.270 --> 00:45:12.010
by default,

682
00:45:12.470 --> 00:45:13.450
all of the listings

683
00:45:13.905 --> 00:45:14.405
have,

684
00:45:14.945 --> 00:45:15.445
verified,

685
00:45:16.545 --> 00:45:17.365
their information

686
00:45:17.665 --> 00:45:23.925
at some point in time. If that information has changed, it's not updated necessarily in real time.

687
00:45:24.065 --> 00:45:24.565
However,

688
00:45:25.105 --> 00:45:27.685
if that is important, we can do this together.

689
00:45:27.960 --> 00:45:31.580
If you go to the business data, what he's referring to is the tool to import,

690
00:45:32.119 --> 00:45:35.580
business data records into your Brilliant Directories website. So,

691
00:45:35.960 --> 00:45:38.300
let's just do a quick search here for,

692
00:45:39.040 --> 00:45:40.300
let's say, immigration,

693
00:45:41.080 --> 00:45:41.580
attorney

694
00:45:43.445 --> 00:45:44.905
and primary category.

695
00:45:46.165 --> 00:45:50.345
There is an option here that they have updated their list,

696
00:45:50.885 --> 00:45:53.925
updated any part of their listing in the last thirty days.

697
00:45:53.925 --> 00:45:56.730
Now this doesn't mean that they've we verified,

698
00:45:57.349 --> 00:46:02.010
their email address and phone number is working. It means that they've come and they have updated

699
00:46:02.390 --> 00:46:06.089
some piece of their information. It could be their their about information.

700
00:46:06.150 --> 00:46:07.690
It could be a website URL.

701
00:46:08.415 --> 00:46:11.315
But if it's important to make sure that you have the closest,

702
00:46:12.175 --> 00:46:13.475
to accurate information,

703
00:46:13.935 --> 00:46:16.035
make sure this one here is checked.

704
00:46:16.495 --> 00:46:20.335
Let's actually check it and then see how many results there are when we uncheck it.

705
00:46:20.335 --> 00:46:22.190
So, there's 1,100

706
00:46:22.190 --> 00:46:22.690
records,

707
00:46:22.990 --> 00:46:28.049
what we search the entire United States for immigration attorneys as their primary category.

708
00:46:28.670 --> 00:46:32.745
Let's go back and let's uncheck last thirty days. So it was 11:08.

709
00:46:33.705 --> 00:46:36.205
So we still got about 700 more records,

710
00:46:36.985 --> 00:46:40.025
when we did that. Oh, people. So there's 700

711
00:46:40.025 --> 00:46:44.125
who have not updated their records in any way, shape, or form in the last,

712
00:46:44.585 --> 00:46:49.350
thirty days. So if you're looking for the most accurate, I would focus on primary category match.

713
00:46:49.350 --> 00:46:50.410
If we do related,

714
00:46:50.790 --> 00:46:54.250
you're gonna see it's gonna go bonkers. We'll do related category

715
00:46:54.630 --> 00:46:58.550
and because it's not their primary. It's like their secondary category. Right?

716
00:46:58.550 --> 00:47:03.115
The primary is their main focus of their business. So if remember, it was, like,

717
00:47:03.755 --> 00:47:05.835
18. So now it went up to 32

718
00:47:05.835 --> 00:47:07.755
because we did related category match.

719
00:47:07.755 --> 00:47:12.315
So they could be an attorney office, and one thing they do is immigration, but it's not their primary.

720
00:47:12.315 --> 00:47:14.575
That's why we're seeing more results for that.

721
00:47:15.170 --> 00:47:20.790
So if you really wanna kinda get the most accurate type of of match, I would do primary

722
00:47:21.330 --> 00:47:24.390
updated last thirty days and make sure the preferred attributes,

723
00:47:24.770 --> 00:47:25.670
are all checked.

724
00:47:26.530 --> 00:47:29.910
It'll it'll do its best to to get accurate data, with regards

725
00:47:30.725 --> 00:47:36.005
to that. Alright. Let's keep things moving along here. Alright. Here's a good one from Malc.

726
00:47:36.005 --> 00:47:41.125
I'm in The UK, and I want to try a ride sharing service, not Uber, but just everyday folks.

727
00:47:41.125 --> 00:47:44.005
Let's say I'm in New York, and I'm driving to Boston as a driver.

728
00:47:44.005 --> 00:47:48.160
Could I check if there are any people wanting a Lyft and I can offer a price

729
00:47:48.460 --> 00:47:49.440
for the ride

730
00:47:49.740 --> 00:47:54.480
share? Okay. So with Brilliant Directories, those are called on demand, like, tracking services.

731
00:47:54.540 --> 00:48:02.985
You can actually if you have an app idea for that, there's actually templates for apps that kind of emulate, like, Postmates or Uber, and it's for lots of things.

732
00:48:02.985 --> 00:48:06.265
It's you know, any courier service. There's lots of apps for courier,

733
00:48:06.585 --> 00:48:10.744
templates for app builders that do courier services. BD is not one of those.

734
00:48:10.744 --> 00:48:15.565
However, what we have seen with Brilliant Directories is I have seen moving and shipping companies,

735
00:48:15.960 --> 00:48:17.660
They post leads for,

736
00:48:18.119 --> 00:48:18.760
for jobs.

737
00:48:18.760 --> 00:48:24.940
Like, I need to move freight from New York to Los Angeles, and people can bid or see those inquiries or leads.

738
00:48:25.240 --> 00:48:26.859
So if you're looking to intercept,

739
00:48:27.240 --> 00:48:31.565
like, Uber passengers, I don't think billing directories would be a good platform for that.

740
00:48:32.505 --> 00:48:40.205
But, again, we have seen people, use Brilliant Directories to get quotes and, what I've seen for moving quotes, both commercial and consumer,

741
00:48:40.665 --> 00:48:42.930
freight, moving quotes in in that sense.

742
00:48:42.930 --> 00:48:47.430
So, yeah, not a good application for BD, but if we Google, let's just take it one step further.

743
00:48:47.810 --> 00:48:48.530
If we look up,

744
00:48:49.170 --> 00:48:49.670
UberClone

745
00:48:50.450 --> 00:48:51.190
app template,

746
00:48:52.369 --> 00:48:53.990
and I could do stuff like that.

747
00:48:55.335 --> 00:48:58.555
And here you go. So your own ride share app, UberClone.

748
00:48:58.935 --> 00:49:01.815
There's a there's a ton of these out there. You can search something like that.

749
00:49:01.815 --> 00:49:04.775
And for for most popular apps, there's usually template clones.

750
00:49:04.775 --> 00:49:07.335
But the the crux of the the app is very similar.

751
00:49:07.335 --> 00:49:12.589
You know, you're matching two people in a marketplace then their destination with directions and and geo mapping.

752
00:49:13.210 --> 00:49:17.050
It's just are you gonna get popular or not is the question. Alright. But good question there.

753
00:49:17.050 --> 00:49:18.109
Thank you for that.

754
00:49:18.410 --> 00:49:18.910
Alright.

755
00:49:19.690 --> 00:49:26.265
Alright. Steve's got a question here. I wish I could get a member address in the transaction history

756
00:49:26.565 --> 00:49:31.205
download, or I'd like to see the the membership expiration date in my member's download.

757
00:49:31.205 --> 00:49:36.325
This is only available in the transaction history download, but there is no member mailing address, which I also need.

758
00:49:36.325 --> 00:49:37.285
So Steve is,

759
00:49:38.970 --> 00:49:41.950
chatting about, and let's go. Let's close this down.

760
00:49:46.010 --> 00:49:48.430
So he's saying, let's do it one more time.

761
00:49:49.050 --> 00:49:53.870
Get the member addresses and the transaction history. Let's go to the transaction history here,

762
00:49:54.275 --> 00:49:58.455
or I would like to see the membership expiration date in my member

763
00:49:58.915 --> 00:50:01.975
download. So that would be [CREDIT_CARD_EXPIRATION_1] different things. Let's look at that.

764
00:50:02.435 --> 00:50:03.895
So when we're looking here,

765
00:50:04.835 --> 00:50:08.695
yeah, I mean, this is meant to be kinda like a compact view here.

766
00:50:11.210 --> 00:50:18.430
What would be helpful is when you clicked on quick edit, actually, now that we're looking at it, you don't see any address information here.

767
00:50:18.890 --> 00:50:22.830
You kinda just get their membership plan information. That's actually a good suggestion

768
00:50:23.210 --> 00:50:24.830
there. I'm gonna write that down,

769
00:50:26.615 --> 00:50:27.675
actually. Quick edit,

770
00:50:28.935 --> 00:50:30.475
show address fields.

771
00:50:33.095 --> 00:50:34.875
Yeah. This is meant to be compact,

772
00:50:35.975 --> 00:50:40.550
to see the address. Yep. They might be able to look into that. But then you're asking also,

773
00:50:41.730 --> 00:50:42.550
the membership

774
00:50:42.850 --> 00:50:43.350
expiration

775
00:50:43.650 --> 00:50:48.310
date. We do have the search subscriptions page here, and these are for any active subscriptions

776
00:50:48.930 --> 00:50:53.510
separate from one off payments like when a member makes a lead and whatnot.

777
00:50:55.355 --> 00:50:59.615
And there isn't necessarily an expiration date because these subscriptions go indefinitely.

778
00:50:59.755 --> 00:51:01.375
What there is is a next

779
00:51:01.835 --> 00:51:02.895
payment date.

780
00:51:04.395 --> 00:51:06.575
So, actually, what would be good to know,

781
00:51:07.070 --> 00:51:11.869
there isn't an export here either. There is an export here. You can export the current list.

782
00:51:11.869 --> 00:51:15.090
It'll basically give you a stream of your transactions in chronological

783
00:51:15.470 --> 00:51:15.970
order.

784
00:51:16.910 --> 00:51:18.930
But what would be helpful is,

785
00:51:19.710 --> 00:51:21.875
I see what you're saying. When exporting

786
00:51:22.335 --> 00:51:23.315
transactions include,

787
00:51:25.295 --> 00:51:26.035
the subscription

788
00:51:26.975 --> 00:51:27.475
name,

789
00:51:28.415 --> 00:51:28.915
products,

790
00:51:29.375 --> 00:51:30.515
or subscription

791
00:51:31.615 --> 00:51:32.115
ID,

792
00:51:32.575 --> 00:51:34.115
and also the next

793
00:51:36.175 --> 00:51:40.390
bill date. That's that's, I think, what you would find helpful. So we'll make a note of that.

794
00:51:40.390 --> 00:51:43.690
I'll pass that on to the team, Steve. Thank you for sharing that.

795
00:51:43.990 --> 00:51:47.430
Alright. Do we have any other questions lined up here, David? How are we doing on time?

796
00:51:47.430 --> 00:51:52.490
We're just about at that hour here. The address should be attached to the member downloads

797
00:51:53.065 --> 00:51:56.365
for mailing. Okay. Yeah. I see what you're saying. So, also,

798
00:51:57.945 --> 00:51:58.445
include,

799
00:51:59.225 --> 00:52:00.205
when exporting

800
00:52:01.065 --> 00:52:01.565
from

801
00:52:01.945 --> 00:52:02.185
the,

802
00:52:02.985 --> 00:52:03.485
transactions

803
00:52:03.865 --> 00:52:04.365
page,

804
00:52:05.225 --> 00:52:08.370
the mailing address or the address for the member on file.

805
00:52:10.370 --> 00:52:10.870
Awesome.

806
00:52:12.370 --> 00:52:16.550
Alright. Good. Yes. Steve, there's a reaction to that. He had a woo hoo there.

807
00:52:17.250 --> 00:52:17.750
Super.

808
00:52:18.450 --> 00:52:23.910
Alright. Let's see here. I think that covers it. I don't see any more questions up. Feel

809
00:52:24.345 --> 00:52:28.505
Feel free if we missed your question, type in a fresh question. That kinda helps us out a bit.

810
00:52:28.505 --> 00:52:29.405
See your question.

811
00:52:29.865 --> 00:52:30.585
Let's see here.

812
00:52:30.585 --> 00:52:38.765
When we go to quick edit member, can we add an optional checkbox under advanced option labeled test member so the system hides it

813
00:52:39.119 --> 00:52:40.099
from the public.

814
00:52:40.240 --> 00:52:46.559
So what I would recommend is if you have test members and you don't want them to be seen, create a membership plan.

815
00:52:46.559 --> 00:52:50.180
I'll show you what I mean here. And set your membership plan

816
00:52:51.135 --> 00:52:51.875
to nonsearchable.

817
00:52:52.575 --> 00:52:55.795
We can see it here. Your admin blog author is is non

818
00:52:56.495 --> 00:53:01.875
nonsearchable here. If you're doing tests, you might wanna set it to searchable just, temporarily.

819
00:53:02.415 --> 00:53:04.035
The other thing you can do,

820
00:53:04.335 --> 00:53:10.060
now that I'm thinking about it so nonsearchable basically means that no one's gonna see this member publicly on the site.

821
00:53:10.060 --> 00:53:12.080
It's just an internal member in your database.

822
00:53:12.460 --> 00:53:13.980
But there is a,

823
00:53:14.300 --> 00:53:16.080
let's go here together.

824
00:53:18.555 --> 00:53:23.935
There's an add on, actually. It's and people don't use it much, but it is for some unique,

825
00:53:24.714 --> 00:53:26.734
cases, hidden member profiles.

826
00:53:28.555 --> 00:53:32.760
With the hidden member profiles, you can choose which members can see other members.

827
00:53:32.760 --> 00:53:35.660
And, actually, LinkedIn does a version of this where,

828
00:53:37.320 --> 00:53:45.260
you know, only their higher tiered premium members can see certain types of, of profiles or accounts or search for different types of members

829
00:53:45.714 --> 00:53:50.055
on LinkedIn or something to that extent. So, you know, in this case, maybe,

830
00:53:51.474 --> 00:53:53.635
job seekers let's say you have a job search website.

831
00:53:53.635 --> 00:53:57.815
Job seekers can't search other job seekers, but they can search for

832
00:53:59.300 --> 00:54:03.240
they can search for employers and job opportunities, and they have a public profile,

833
00:54:03.620 --> 00:54:05.560
but only if the employer members

834
00:54:05.940 --> 00:54:10.340
the the company members can find can see the job seeker profiles.

835
00:54:10.340 --> 00:54:14.875
The job seekers can't see each other's profiles as an example. I'll share this link here,

836
00:54:15.575 --> 00:54:16.315
with you.

837
00:54:17.335 --> 00:54:20.214
But this might be something you wanna do if you have a test member.

838
00:54:20.214 --> 00:54:22.775
I just think, you know, do it, you know, do the,

839
00:54:23.974 --> 00:54:27.255
the thing where it's searchable and nonsearchable is probably the easiest thing.

840
00:54:27.255 --> 00:54:31.990
But if you wanted to take it a step further, you can, you can check out the hidden member profiles.

841
00:54:32.210 --> 00:54:33.250
Actually, David, no.

842
00:54:33.250 --> 00:54:39.090
We don't even have a video on this add on here, and I think it's it's a bit obscure what it's for and some of the use cases.

843
00:54:39.090 --> 00:54:48.325
This might be a good tip of the week is to provide three or four use cases when this add on, is applicable and actually very helpful for, for a website.

844
00:54:48.385 --> 00:54:49.845
So that's a good one there.

845
00:54:50.145 --> 00:54:53.585
Alright. And let's see here. Alright. We got one more question here.

846
00:54:53.585 --> 00:54:58.260
Can we add a drop down in the footer menu like we have in the header?

847
00:54:58.960 --> 00:55:01.280
Great for SEO angie.com.

848
00:55:01.280 --> 00:55:03.200
Let's take a check out angie.com

849
00:55:03.200 --> 00:55:03.700
together.

850
00:55:07.839 --> 00:55:08.339
Okay.

851
00:55:08.800 --> 00:55:14.355
Angie, formerly Angie's List. Alright. So if we scroll to the footer here,

852
00:55:15.615 --> 00:55:18.494
don't don't really see a drop down. I know what you mean.

853
00:55:18.494 --> 00:55:23.520
Basically, you can do an accordion toggle is is the first thing that comes to my mind. Yeah.

854
00:55:23.520 --> 00:55:24.960
There isn't any default way.

855
00:55:24.960 --> 00:55:30.980
You definitely with CSS and, you know, Bootstrap accordions and and things like that, you can you can certainly do that,

856
00:55:32.400 --> 00:55:35.700
and you can add it to the to the footer. It'll basically

857
00:55:36.025 --> 00:55:41.465
collapse and open up, just like we saw with the mobile menu. It'll it'll open and collapse, links.

858
00:55:41.465 --> 00:55:43.785
If you wanna ask in the Facebook group, that'd be a good one.

859
00:55:43.785 --> 00:55:46.525
Don't see it here in the Angie menu, but I definitely understand,

860
00:55:47.065 --> 00:55:47.545
what,

861
00:55:47.865 --> 00:55:49.485
what you're referring to there.

862
00:55:50.360 --> 00:55:55.660
Love this question from Tony. Is there a way to get the emails from people who leave reviews,

863
00:55:56.200 --> 00:55:58.700
such as export them or have them automatically

864
00:55:59.000 --> 00:56:03.640
go in your contacts? So, Tony, are you referring to you can leave another comment.

865
00:56:03.640 --> 00:56:09.885
Are you referring to the contacts who leave reviews for your members, like, if I'm gonna write a review for John Smith here?

866
00:56:10.025 --> 00:56:10.685
If so,

867
00:56:12.825 --> 00:56:15.225
yeah, these these reviews here,

868
00:56:16.025 --> 00:56:19.325
they're they're in your database. If we go to, interactions,

869
00:56:20.265 --> 00:56:21.165
member reviews.

870
00:56:21.990 --> 00:56:24.330
What we're looking to do actually soon

871
00:56:24.630 --> 00:56:27.450
so we can see, that this person left a reviews,

872
00:56:27.910 --> 00:56:30.090
for this member, sample one. So,

873
00:56:30.390 --> 00:56:35.210
what we're looking to do in a few different places is create like, convert to member.

874
00:56:35.595 --> 00:56:42.494
So people who leave reviews or member leads or who just fill out, like, your contact us form in the form's inbox,

875
00:56:42.875 --> 00:56:47.695
what we wanna do is have a convert to member button. And, effectively, what that's gonna do

876
00:56:48.770 --> 00:56:51.170
is it's going to pop up the,

877
00:56:51.730 --> 00:56:54.150
this. So if you click convert to member,

878
00:56:54.450 --> 00:57:03.075
it's gonna do the same thing as this add new member field, but it's gonna prefill it's gonna prefill their email address and name, whatever information we have from the source.

879
00:57:03.315 --> 00:57:07.335
But you'll still be able to choose the membership plan if you're converting them to a member,

880
00:57:07.954 --> 00:57:09.255
and whatnot. So,

881
00:57:10.115 --> 00:57:17.440
right now, easiest thing, if you just wanna just copy their the email address and, you know, just hit add new member,

882
00:57:18.059 --> 00:57:20.540
you just be doing that and it'll it'll add them as a member.

883
00:57:20.540 --> 00:57:26.880
You just make a password for them and you can email them, set their set them to a general user or whatever makes sense for your site.

884
00:57:27.099 --> 00:57:32.115
You can also create workflows on Zapier, which will automatically create the member, for you,

885
00:57:32.415 --> 00:57:33.635
the user for you.

886
00:57:34.255 --> 00:57:38.434
You would webhook out. If you're looking for the technical method, you would webhook out

887
00:57:38.815 --> 00:57:44.174
the review submission, and the action would be create a user, with tools like Zapier.

888
00:57:44.174 --> 00:57:49.400
So if you you want more information on that, you can email the support team, or ask in the Facebook group as well.

889
00:57:49.540 --> 00:57:53.240
Alright. We got a ton of ton more questions coming in here. Okay.

890
00:57:54.740 --> 00:57:55.240
Alright,

891
00:57:55.540 --> 00:57:59.204
Jay Johnson. I wanna thank, thank you for the support. You're working so hard.

892
00:57:59.585 --> 00:58:02.945
Yeah. We're we're grateful for you guys too. You know, these webinars are tons of fun.

893
00:58:02.945 --> 00:58:05.045
We get to all learn a lot together.

894
00:58:05.345 --> 00:58:07.105
We got one more question from Ted here.

895
00:58:07.105 --> 00:58:13.290
If I were to do a custom search tool using an outside app that we iframe onto a page Okay.

896
00:58:13.290 --> 00:58:16.190
So what he's talking about is create a custom search

897
00:58:16.490 --> 00:58:20.910
tool, putting it on a third party website. Could be another like a WordPress site or something else.

898
00:58:20.970 --> 00:58:28.750
Can we call the database to help us match based on the member profile information and do the manual matching outside the BD forms?

899
00:58:28.994 --> 00:58:32.615
So what you can do is this, actually. Let me make your job a lot easier,

900
00:58:32.994 --> 00:58:37.174
for you, Ted. If you're looking to put lead forms on third party sites,

901
00:58:37.714 --> 00:58:40.134
we actually did a webinar on this.

902
00:58:40.755 --> 00:58:45.890
What you can do I'm just gonna search Jot form here. You can use other form builders like Jotform.

903
00:58:47.310 --> 00:58:48.930
There's Typeform, Jotform,

904
00:58:49.230 --> 00:58:51.490
and, basically, the they're basically

905
00:58:51.870 --> 00:58:56.625
tools to create forms and put them anywhere on the Internet. I'm gonna share this this video here.

906
00:58:56.625 --> 00:58:59.505
And what you can do is create a form, put it anywhere on the Internet.

907
00:58:59.505 --> 00:59:06.085
And in this video, we show you how to create a lead in your in your Brilliant Directories site using these forms.

908
00:59:06.225 --> 00:59:16.130
So you, yeah, you can have third party forms, put them around the Internet, and have the sub the data create a lead in your system, and it'll do the automatic lead matching.

909
00:59:16.370 --> 00:59:17.910
Let me just quickly show you

910
00:59:18.290 --> 00:59:19.750
one more thing. Zapier

911
00:59:20.050 --> 00:59:20.950
create lead.

912
00:59:21.730 --> 00:59:22.790
Brilliant directories.

913
00:59:23.705 --> 00:59:28.045
This will take care of all the heavy lifting. You can use Zapier, Pabbly, FlowMatic integrately,

914
00:59:28.905 --> 00:59:29.965
create new leads,

915
00:59:30.745 --> 00:59:33.085
in brilliant directories from new form submissions.

916
00:59:33.825 --> 00:59:34.325
So,

917
00:59:35.305 --> 00:59:39.565
yeah, here. Form submission, create lead. I'll I'll even share this link here for you.

918
00:59:40.160 --> 00:59:42.020
The same methodology would work.

919
00:59:42.080 --> 00:59:49.620
So you can definitely have forms around the Internet using third party, you know, form tools, type form, drop form, any other Zoho forms,

920
00:59:50.240 --> 00:59:51.120
and have those,

921
00:59:51.840 --> 00:59:56.355
feed into your Brilliant Directories website, as least. You can even do it for,

922
00:59:57.075 --> 00:59:58.455
Facebook forms because

923
00:59:59.235 --> 01:00:01.335
let me go back here. If we do,

924
01:00:02.435 --> 01:00:03.975
Zapier create lead from

925
01:00:04.995 --> 01:00:06.535
Facebook lead form.

926
01:00:06.930 --> 01:00:08.230
I think they have it here.

927
01:00:09.329 --> 01:00:13.890
Yeah. Leads ad integration. So here, Facebook lead ads to brilliant directory.

928
01:00:13.890 --> 01:00:22.630
So if people are on Facebook, filling out the lead form Facebook, that's the the trigger, and then you can create a lead on your BD site, and that will add it with, with your members.

929
01:00:22.665 --> 01:00:23.865
I'll even share this,

930
01:00:25.145 --> 01:00:27.005
this link here for you as well.

931
01:00:29.785 --> 01:00:33.305
Good questions there, guys. Alright. Terry's asking a really good question.

932
01:00:33.305 --> 01:00:37.145
I added a business to my site. How do I email them to let them know about my site?

933
01:00:37.145 --> 01:00:38.640
We could do that in two steps.

934
01:00:39.359 --> 01:00:44.000
On your search members page here, Terry, well, one thing you can do is you can set up a newsletter campaign.

935
01:00:44.000 --> 01:00:48.319
So I'll show you two ways. Let's say you added one member. What we can do is we can go to actions.

936
01:00:48.319 --> 01:00:49.779
We can compose an email.

937
01:00:49.920 --> 01:00:57.415
We can send a one off email to them, and, we could just write whatever we want manually, or you can choose from the templates here, account activated,

938
01:00:57.715 --> 01:01:02.195
and it'll say they're activated. You can make a custom template and select that one and say, hey.

939
01:01:02.195 --> 01:01:03.555
We've added you to your site.

940
01:01:03.555 --> 01:01:10.270
You're, x y z business of the year, and we've added you as a premium member to our site, and you can add links, to them.

941
01:01:10.490 --> 01:01:18.690
Let me show you one step further something you can do because, effectively, what you're doing is asking them to claim their listing, if you've just gone ahead and added them to your site.

942
01:01:18.690 --> 01:01:22.485
I'm gonna share with you two things, Terry, that'll be valuable for you.

943
01:01:22.725 --> 01:01:25.145
Let me search for claim in our blog here.

944
01:01:26.325 --> 01:01:29.465
One is we have best practices when you're doing this, when you're adding,

945
01:01:30.165 --> 01:01:35.385
import importing business records to your site, and you and then you wanna notify them.

946
01:01:35.950 --> 01:01:39.790
So this is best practices, and I'll take it one step further for you.

947
01:01:39.790 --> 01:01:42.290
We actually have email template samples.

948
01:01:42.990 --> 01:01:46.850
So when you're reaching out to them, it actually tells you know, it kinda says,

949
01:01:47.875 --> 01:01:54.375
you know, why you've why you've added them to your site and includes the variables that that line up with the variables available,

950
01:01:54.915 --> 01:01:59.395
in your Brilliant Directories website. So I'll share this as well. Good question there, Terry.

951
01:01:59.395 --> 01:02:01.770
Thank you for that. Alright. I think,

952
01:02:02.250 --> 01:02:07.530
let's let's end it on a high note here, guys. What a great webinar. Great attendance rate.

953
01:02:07.530 --> 01:02:08.270
Great questions.

954
01:02:09.050 --> 01:02:11.450
We should have a tip of the week in the next webinar.

955
01:02:11.450 --> 01:02:14.670
And, guys, next webinar, I bet we'll be giving out an iPad.

956
01:02:14.955 --> 01:02:19.695
So the next webinar will be in two weeks. Join us. We'll have an iPad contest

957
01:02:19.995 --> 01:02:22.315
going on, and we wanna make sure you get entered.

958
01:02:22.315 --> 01:02:27.375
We will post details of that in the Facebook group. Let me go here real quick.

959
01:02:27.690 --> 01:02:31.050
So you go to May just make sure you're a member of the Brilliant Directories Facebook group.

960
01:02:31.050 --> 01:02:34.250
You can go to brilliantdirectories.com/Facebook.

961
01:02:34.250 --> 01:02:37.609
Sometime this month in November, we will be doing an iPad giveaway.

962
01:02:37.609 --> 01:02:39.525
As long as you're part of that Facebook group,

963
01:02:40.164 --> 01:02:43.704
we'll make sure that you have a chance to enter, the contest.

964
01:02:44.005 --> 01:02:47.525
And for those of you who joined us on YouTube, it was great to be with you.

965
01:02:47.525 --> 01:02:55.365
We got all your comments in here, which is great, and we will post the replay in the Facebook group, just shortly after this webinar ends.

966
01:02:55.365 --> 01:03:00.620
So on behalf of myself, David, and the entire Brilliant Directories family, we love you guys.

967
01:03:00.620 --> 01:03:05.980
It's been a great webinar. The next webinar will be in two weeks, and we will catch you then.

968
01:03:05.980 --> 01:03:08.852
Have a great day and a brilliant week. Take care, guys.