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We have a great webinar today.

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It's gonna be, short and sweet, but I promise we will have some really good updates to share and we should have a generous amount of time for some questions and answers.

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If this is your first time joining us, welcome.

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I am Jason there on the left and we are lucky to be joined by David Rockland, the digital strategist and so so much more here at Brilliant Directories.

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

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Glad to be with you for another webinar. Hey, everybody. Out on YouTube as well.

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John over there in the live chat.

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Got a great tip of the week coming up.

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One that I think a lot of you will want to take advantage of, as well as some great updates.

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So really looking forward to this one. Thank you. Yes. We are streaming on YouTube.

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If you're not subscribed to the Brilliant Directories YouTube channel, I definitely recommend it.

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You can go to brilliantdirectories.com/youtube

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and click on the red subscribe button. You'll get updated as soon as we upload,

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new tutorials, the webinar replays, tips of the week, and more.

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And one of the benefits of, streaming live on YouTube live, which we're doing today, is the replay will be immediately available and we'll post it in the Facebook group.

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If you're not a member of the Facebook group, we definitely

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invite you to join us there, brilliantdirectories.com/facebook.

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It's a great way to stay in touch in between webinar Wednesdays. It's a super productive

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and buzzing group. Lots of good questions being asked and answered in there.

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I'm in there myself helping out the community and we definitely invite all of you to join us there.

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And we do see a good handful of new names.

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So welcome to the BD family and thank you for joining us if This is your first webinar.

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Just a little bit about webinar Wednesdays.

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You know, week after week, we're pushing new updates into the platform.

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And webinar Wednesday is just a nice way for us to kind of highlight some of the newer features that are, built into the platform

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that you can take advantage of to help grow your online community a bit quicker.

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We'll touch on topics such as how to increase traffic,

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converting visitors to members, revenue opportunities, which is actually kinda geared towards the tip of the week today,

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improving navigation and much more.

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So if you have questions on these topics or anything else about your directory or membership website,

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please save them and we will do our best to get to as many questions as we can in just a little bit.

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Okay,

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and today we just wanted to share some upcoming features that are coming down the pipeline and on the roadmap for BD.

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These are on the cusp of being released very, very soon.

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I'll start at the top here.

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It's related to data syncing.

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You'll be able

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to export CSV files and also create smart lists

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from your transaction

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history,

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page, and I'll show you an example of that real quick.

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So this is just a little mock up we have here.

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And if you're on your transaction history page,

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you'll start seeing when this is released the list actions here, you'll be able to export the current results so you could do a preset filter,

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export the results, or also do a preset filter,

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maybe it's of a particular membership plan

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and create a smart list, from that. Of course, smart list can be used for targeted,

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segmenting when you're sending newsletters,

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or also when you're just saving a list to export at a later time.

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And then each tab, the payments received, upcoming payments, past due, etcetera,

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you'll have the same list actions there. Also in the realm of data, continuous

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Smart List syncing.

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So if you are using the Smart List feature, you are creating segmented lists of your,

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members and contacts.

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And if you are also using the, webhooks,

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with your smart list, you can send those emails, the batches of those emails,

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that are the members who are in those segmented smart list out to third party platforms.

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Maybe you're sending a smart list, to a Mailchimp list or Constant Contact or another CRM.

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That's a great use case for this.

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Right now you the smart list is dynamic, so members will either fall in or fall out of your brilliant directory smart list based on if they match the filters of that smart list.

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So with this new update, you'll be able to continuously

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sync your smart list with the webhooks.

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You can ask it to check the smart list hourly, daily, weekly, or monthly.

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That way you can keep data in your external CRM or another emailing platform.

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You can keep those lists updated,

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in a timely manner, with any new records,

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that have been added to that smart list.

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Also coming down the line here, we've been talking about this, and it's almost ready for release, new,

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new email newsletter UI, a new design for scheduling and sending newsletter.

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And what's big about this one is you're going to see better stats

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after a newsletter is sent.

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So you'll be able to see, open rates, click rates and even better, I do have a screenshot of this one

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is you'll be able to see the stats delivered, failed, also opened and clicked, and you'll be able to create smart lists from these lists.

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So if you send a newsletter

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and, there's a group of people who didn't open an email or did open an email and you wanna kinda hit them again, you can create a smart list of that segmented list and then remarket to them with another newsletter campaign.

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And this one is related to post.

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Recently we created the ability to import,

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bulk import posts via a CSV file similar how you import members to your site, posts being blog articles, events, coupons, any type of content like that.

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Currently, there is not a way to bulk, geocode them using Google Maps, meaning pinning a longitude and latitude location, thereby making them searchable by location on the site.

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So we are soon releasing a bulk geocoding tool for your imported posts,

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and also any posts that are existing on the site that may not have a location geocodes,

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yet. So this will allow you to keep

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location data for your post nice and tidy and updated and searchable by location on the front end of your site.

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And then, last one here on this list mainly, around billing.

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We talked about this in the previous webinar,

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better workflow when members are purchasing additional products,

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mainly use cases where if a member,

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if the price of the purchase is $0, the system does not need to ask them for their credit card.

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So maybe they are purchasing a digital product or purchasing a lead, and they're applying a coupon code, or they have member credits,

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that can be applied towards the purchase.

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If the price is $0 they won't be prompted to enter a credit card.

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Only when a credit card is necessary,

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will it ask them and that should help streamline

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purchases through the site.

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In addition to that tons more speed and security and stability updates.

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There are some updates coming around the text editor, making a bit easier to use.

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Sometimes it can be a little finicky,

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so we're working on making that a bit more smoother so you guys can work more quickly when you're creating landing pages or any type of content on your site.

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And excited about these updates with that, we can move things along to the tip of the week and the tip of the week is actually an update to the member credit system, add on.

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This was an add on released,

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just about within the last year or so,

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giving you the ability to give your members credits that could then be applied towards,

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purchases on your website.

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And David, if it's alright with you, I'll pass things over and you can, share with us what this update is here.

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Yeah. This is a very exciting update. This is one that has been requested a lot,

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and this is prorated

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member upgrades and downgrades.

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It does require the member credit system add ons.

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So, if you have that individual add on or the VIP add ons club, you'll be able to enable this new functionality that goes along with this add on, the prorated upgrades and downgrades.

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So, with this, your website will now be able to calculate a prorated amount of credits to distribute and apply to your member

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when they're, changing their plan.

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So real quick, just going over kind of the the member credit system add on as a whole and what it allows you to do up until this point, is you'd be able to manually add and deduct credits to individual members accounts.

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And credits could also automatically be added after they sign up or upgrade to a specific membership plan.

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So if, say, for example, you're charging members to purchase leads and you wanna give them their first handful of leads for free, after they sign up, you could automatically give them a certain number of credits

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to be used on,

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some of their initial lead purchases.

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Members would also be able to automatically earn credits

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by referring new member sign ups. So almost like a a bit of a, an affiliate program.

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They're kind of self contained within the site working through the credit system.

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Credits would also automatically be applied to your members next, like, renewal payment, assuming they did have credits

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on their account. And credits could also be used for any other purchases,

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that a member would make on your website. So that would be their membership plan renewals,

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any upgrades, if they'd be upgrading their membership plans.

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Again, if you might be selling leads or, selling

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post

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publishing on your website,

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credits could be used for all those sorts of things on your site. And now with this update,

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membership plan changes,

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prorating those and adding credits if necessary,

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is now also part of this add on. Yeah, this is a really great add on.

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I really like when members sign up when they get credits as an incentive or benefit or perk especially to maybe a higher tiered membership plan.

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It helps get the ball rolling,

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in lieu of maybe providing a discount,

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on the initial payment, you can give them credits after the sign up that could then be used towards their future transactions on their site.

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And we'll move on with the slides here.

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We'll see how the proration is kind of pinned to the credit system and how it kind of marries the two together here.

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Yeah. So let's talk about kind of how this process would differ,

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from just the normal default process when a member would upgrade or downgrade

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their account.

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So, let's assume, you know, a new member signs up to the premium plan on your website, your most expensive plan, but then they decide they want to downgrade to a lower priced basic plan on your site.

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Well, up until this point without proration,

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when a member were to change their plan, they would simply pay the listed price of that new plan.

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The website wouldn't take into account kind of,

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what they previously

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paid for their current plan and kind of how much time has been used up, they would just pay that, that listed price of the plan that they wanna change to.

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However, with proration,

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now your website would take into account how much time and value is left on your member's current plan, and if they have, you know, time remaining on their current plan.

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So, if they paid for a month and it's only been five days since they paid,

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that,

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additional time

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be applied as a prorated credit, which they can then use, when changing their plans.

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So, some example scenarios here when a member might be downgrading their plans, and then also when they'd be upgrading because these would be handled a little bit differently.

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So when a member downgrades, let's say they pay $200

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per year for one of your plans, and that same day they immediately decide, you know what?

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Actually, I only wanted the hundred dollar a year plan.

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So essentially, they paid a hundred extra dollars.

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So when that member downgrades, that extra hundred dollars,

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in credits would be added to their account.

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That hundred dollars in credits, it could be used on their future renewal payment,

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or it could be used

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on any other purchases that they might be making on your website.

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Again, maybe, for purchasing leads, publishing posts, things like that.

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Now when a member were to upgrade,

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let's say they initially signed up for the hundred dollar a year plan and then that same day immediately

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they decided,

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actually, I wanted the $200

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premium plan.

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Well, if this all happens on that same day, then, when the member goes to upgrade their plan, they'll only need to pay that additional

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hundred dollar difference.

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Again, before this without the proration, they'd have to just pay that $200

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face value of that other plan that they want to change to.

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So, now the website takes into account what they've already paid for and how that differs

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from which plan they're looking to move to. And in these two examples we we did the same day

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but the proration gets credit goes smaller and smaller as each day goes by.

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So if if we look back at the downgrading example, if the member buys the $200 per year plan and they're on that plan for half the time,

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half a year exactly,

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they've used up about a hundred dollars worth of their plan. When they go to downgrade,

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they will have a hundred dollars

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that they

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could downgrade to the hundred dollar year plan and their payment would be zero and the credits they would get would be zero because they've already used up half their plan.

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So the prorated time and value it kind of gets smaller and smaller as

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the the end of the cycle of that current plan

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starts getting closer.

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Excellent. So quickly just going over some of the benefits of prorating

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these membership plan changes.

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Some of these are probably pretty self evident, so we'll go through these pretty quick.

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But, enhanced member experience, you know, by offering this proration

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ability,

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your website's allowing members the flexibility to

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adjust their plans without,

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you know, maybe feeling penalized or or burdened by having to pay that full price for the new plan because now the website takes into account what they've already paid for.

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Customer satisfaction and loyalty

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proration, you know, it can demonstrate that your website does value,

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your members needs and that you're willing to accommodate their changing preferences.

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So, by taking kind of their needs

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and changing preferences into account, you know, possibly helping your members feel more heard, supported, increasing that satisfaction and and long term loyalty.

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Reduced financial barriers.

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Members may be more willing to upgrade or downgrade their plans if they know that they're only gonna be required to pay the difference or if they'll be downgrading and they've kind of initially paid too much,

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and they know that they'll be receiving a credit for their remaining option. Again, it it can,

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alleviate any barriers,

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and kind of get them through the door quicker when they know that they can easily make those plan changes without losing out on on any money, or you know, being difficult to receive a credit.

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Increased plan adoption offering that proration,

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can encourage the members to, like I said, explore those different membership plans that you're offering.

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Potentially upgrade to higher priced plans if,

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they know that they'll only have to pay that difference from what they've already paid for their current plan.

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Retention and long term value.

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Proration, it can contribute to member retention by allowing them to change their plans rather than just canceling

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their membership

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altogether. You know, by providing a smooth plan change

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experience, you have a better chance of increasing the likelihood of retaining those members in the long term,

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resulting in higher, in this case, member lifetime value.

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A higher revenue potential going right into that by offering proration, you know, you can encourage

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more members to upgrade their plans leading to increased revenue through higher priced memberships, but also

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the membership plan downgrades.

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While in the short term, it might seem like you'd be losing out on a little bit of revenue there, in the long term, it has the potential to lead to higher revenue if you're able to retain those members who downgrade instead of simply losing them altogether

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through a cancellation.

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And then lastly here, upselling opportunities, you know, allowing you to showcase your higher priced plans as more accessible options to current members.

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You know, they may be more inclined to upgrade to a higher tier plan if they know that they only need to pay the difference rather than, again, how it would be without proration where they would just have to pay that normal face value of that plan that they wanna change to.

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And, again, if they're downgrading their plan

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and receiving a credit,

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that may present some potential upsell

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opportunities for you as well if you also charge for things like leads or to publish posts, some advertising opportunities on your website, things like that.

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So it it really kind of expands the possibilities

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of not only what

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your members can do, but also what you can do since you'll likely be retaining more of that revenue within the website rather than issuing refunds

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since you'll just be giving out credits instead of refunds, and then also potentially

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increasing that lifetime value of your members by keeping them as a member should they eventually maybe need to downgrade instead of canceling.

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Yeah, I think this is a great list and I think the the biggest takeaway here is that

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the money that the website already generated can stay inside the website.

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We don't have to return it back as a full or partial refund in the cases of downgrades,

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and it makes it easier for people to upgrade because they've already bought in halfway to that upgraded plan.

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Maybe they started with a lower priced basic plan, but now they're just halfway to that higher tiered plan.

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So, it makes that a lot more fluid, to get those members at the higher tiered plan. So,

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great list here, David. Just one quick note.

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If you do have the member credit system add on, you'll wanna make sure to go into the advanced settings and enable the advanced setting,

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enable prorated plan changes

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if you want

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to offer this proration.

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If that's off, then proration

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would not be taken into account when your members upgrade or downgrade.

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So, make sure you turn that advanced setting on if you want to utilize this.

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That's great. And we do have an example. We want to see how the proration adjustment works.

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So we've set up a small demo and what we can do is we can sign up as a paid member on a site

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with this setting turned off and see what it looks like when we wanna downgrade.

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And then we'll go ahead and turn this setting on and see what it looks like when we wanna downgrade and we'll continue and do some more simulations so you guys can get a grasp of it.

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And there is another secret setting in here that we'll show you as we are doing these simulations.

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So, let's go to our test site here. I'll close down some of these other windows.

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And here is the sample site that we have.

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I'll just go to the admin area and I wanna show you I've set up a few membership plans here.

250
00:18:49.730 --> 00:18:53.430
The three membership plans we're gonna play around with are premium paid plan,

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basic paid plan, and we have a free general user account.

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So let's go ahead and sign up as this premium paid plan.

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And we have

254
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test credentials we can use. So we'll do webinar1webinar.com.

255
00:19:09.054 --> 00:19:11.855
And what we're gonna do is we're gonna sign up to the $200

256
00:19:11.855 --> 00:19:13.315
per year annual plan

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00:19:13.615 --> 00:19:20.970
and we'll just put name here and we can put test credentials in here and it should sign us up in just a few moments.

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And let's click on create my profile. So in this example, we have the proration turned off.

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So we're signed up as the paid member.

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So in theory, it was a test account with with just some dummy credit card information, but we just paid $200

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to join this site.

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And let's say we did a little exploring, we spent about thirty minutes and we realized

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we don't need this this premium plan and we wanna change our plan.

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So right now the proration is turned off. Let's downgrade to the basic

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paid plan

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and we can see here

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it's simply asking me to pay another hundred dollars.

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So if I wanted to then I'm on the same day, I've paid $300 to navigate myself through this site sign up process.

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So let's go ahead and turn the proration on now.

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We'll go to

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the settings

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and advanced settings

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and just search for prorate. That should kinda find you there. Yeah. Enable prorate plan changes

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and we'll hit turn that on and hit save.

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And here is that extra setting. We'll talk about this in a second, deduct first date usage.

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We'll explain how that can come in handy.

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So I signed up today, I paid $200 and I just realized I want to go to the lower tiered basic plan.

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So now proration is enabled

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and the order summary is a bit different here.

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So in the order summary, we can see that we have a prorated discount of a hundred dollars and these are all text labels, that you can translate into

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another language if you're translated your BD site to another language.

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But what this is saying is there is $200

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00:20:53.785 --> 00:20:58.664
worth of prorated time left on your current plan because I signed up today.

284
00:20:58.664 --> 00:21:03.485
I get three hundred and sixty five days, and so I haven't used any days of this,

285
00:21:04.220 --> 00:21:06.620
this plan yet. So I have $200 of credit.

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00:21:06.620 --> 00:21:12.720
Like I said, if I went halfway through the days, then I'd have a hundred dollars worth of credit because I would have used half my plan at that point.

287
00:21:12.780 --> 00:21:16.720
But in this case, I have my full time and full value of $200

288
00:21:16.924 --> 00:21:21.105
and it's saying that a hundred dollars of that 200 will be applied today.

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00:21:21.565 --> 00:21:23.825
The cost to change my plan is a hundred.

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00:21:24.365 --> 00:21:29.025
I have a prorated discount of a hundred. So due today is $0 and

291
00:21:30.110 --> 00:21:32.930
a hundred dollars, the extra hundred dollars of the 200

292
00:21:33.150 --> 00:21:36.290
will be added to my account as credit to be applied,

293
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for future payments.

294
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And this is just reminding me what my new recurring annual payment is going to be.

295
00:21:42.590 --> 00:21:47.105
So let's go ahead and change my membership plan. Dollars 100 being used

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00:21:47.485 --> 00:21:54.525
for this and $100 being used, applied as credit. So I pay nothing out of pocket today and I got $100

297
00:21:54.525 --> 00:21:57.245
worth of credits on the site. That's where my $200

298
00:21:57.245 --> 00:21:59.929
has gone. So we can just go back to our listing

299
00:22:00.470 --> 00:22:04.570
and now we can see we are on the basic paid plan here.

300
00:22:04.790 --> 00:22:11.050
And if I go to my billing information area and I'm gonna check that the credits is turned on here, if not, we can turn it on.

301
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Let's go ahead and turn the credits display on here.

302
00:22:13.775 --> 00:22:15.935
You're gonna wanna also, it's actually good to know.

303
00:22:15.935 --> 00:22:19.715
If you're using the credit system, you should wanna make sure that your members can see,

304
00:22:20.335 --> 00:22:24.035
how many credits they have in their account. Let me show you where we can do that.

305
00:22:24.255 --> 00:22:26.675
If we go to finance and membership plans,

306
00:22:27.190 --> 00:22:29.610
and we'll go to the basic paid plan.

307
00:22:30.070 --> 00:22:32.810
And here I'll just do a search for credits.

308
00:22:33.590 --> 00:22:39.590
And here it is, display available credits inside members dashboard. And we wanna set this to yes.

309
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There's cases where you may not want to show the credits to the members, but in this example, we want to, so I'll refresh this page now and we can see this member has a hundred dollars now of credits available.

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So instead of the member reaching out to the website owner and saying, I wanna downgrade, can you refund me the difference and now you lost cash out of your pocket from the website's revenue.

311
00:22:59.920 --> 00:23:04.180
We have credits available. So it's almost like if you've ever gone to,

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00:23:04.560 --> 00:23:10.335
a store and they say, no cash no cash refunds, store credit only. This is kinda similar to that.

313
00:23:10.335 --> 00:23:13.155
And again, it helps you keep the cash in the website's,

314
00:23:13.615 --> 00:23:14.115
pocketbook.

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00:23:14.815 --> 00:23:19.475
So what we've done now is we've we're now on the basic paid plan,

316
00:23:19.775 --> 00:23:22.600
and it's a hundred dollars per year and it's still the same day.

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00:23:22.600 --> 00:23:27.000
Now let's say I want to change my plan and I wanna downgrade. I don't like this plan either.

318
00:23:27.000 --> 00:23:31.980
It's the same day. I wanna go to the free general user account. So let's continue

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00:23:32.520 --> 00:23:33.660
with our plan change

320
00:23:34.304 --> 00:23:36.384
and let's see here. Okay.

321
00:23:36.384 --> 00:23:41.985
So it's telling us that it's a free plan and it's gonna give us back another hundred dollars of credit.

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00:23:41.985 --> 00:23:49.200
So there's a hundred dollars worth of prorated time left on your current plan and zero dollars will be applied today because it's a free account change.

323
00:23:49.519 --> 00:23:52.340
Therefore, a hundred dollars will be added to your account as credit.

324
00:23:52.639 --> 00:23:56.179
So let's change the membership plan. And let's continue.

325
00:23:56.639 --> 00:23:58.820
And if we go back to our billing information,

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we can see now the member has

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00:24:01.945 --> 00:24:06.665
oh, I have to enable it for you wanna make sure you enable credits for each plan that you're doing it for.

328
00:24:06.665 --> 00:24:09.165
So general user accounts, let's do that together.

329
00:24:09.465 --> 00:24:12.825
Then I'm gonna show you how this alternate advanced setting works as well.

330
00:24:12.825 --> 00:24:15.405
So let's go to the general user account here

331
00:24:15.820 --> 00:24:22.080
and click on credit and just enable this, display available credits inside member's dashboard.

332
00:24:22.220 --> 00:24:25.120
We'll hit save. And if we refresh this,

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00:24:25.500 --> 00:24:30.000
we can see now I initially spent $200 to sign up to the premium plan.

334
00:24:30.315 --> 00:24:35.914
Same day I downgraded to the basic paid plan and also the same day I downgraded to the free plan.

335
00:24:35.914 --> 00:24:40.394
So instead of applying a refund to this user, they now have $200

336
00:24:40.394 --> 00:24:44.110
that they can use on the site. Maybe they never use it in the future.

337
00:24:44.110 --> 00:24:47.970
Maybe they use it to purchase leads or upgrade to another plan in the future.

338
00:24:48.110 --> 00:24:52.930
But as David was saying, one of the perks here is it allows for almost membership fluidity.

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00:24:53.070 --> 00:24:55.575
So members can kind of tip their toe in,

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and see if they they wanna check the temperature of a certain plan and see if they wanna stick on that plan, if they're gonna use the features of that plan, or maybe they just wanna take advantage of that plan for a moment.

341
00:25:05.495 --> 00:25:07.434
Like, let's say you have

342
00:25:08.250 --> 00:25:10.570
protected content for your premium members.

343
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You have premium content that only your premium level tiered members have access to.

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So when they sign up, they get access to this premium content.

345
00:25:20.010 --> 00:25:23.470
It can be videos, it could be articles, it could be PDF downloads,

346
00:25:23.985 --> 00:25:29.445
whatever it may be, but they sign up as a premium member and they get to take advantage

347
00:25:29.905 --> 00:25:33.045
of accessing all that content on that day.

348
00:25:34.225 --> 00:25:38.325
So we found a loophole with this. If somebody signed up to your site as a premium member,

349
00:25:38.790 --> 00:25:44.170
got access to all that content, and then that same day downgraded to the free plan,

350
00:25:44.470 --> 00:25:46.010
they would have in effect,

351
00:25:46.310 --> 00:25:50.570
they didn't pay for that day that they spent on your site getting that,

352
00:25:50.995 --> 00:25:54.275
data. So I wanna show you how you can kind of,

353
00:25:55.715 --> 00:26:07.350
account for charging for first day usage because right now we're giving them all their money back in this example, but when someone has access to all that premium content or whatever the use case may be,

354
00:26:07.730 --> 00:26:14.625
you might wanna ding them or subtract from the prorated calculation the very first day of usage that they signed up.

355
00:26:14.705 --> 00:26:18.725
So let's do that together. Let's change this plan back to a premium

356
00:26:19.105 --> 00:26:19.845
paid plan

357
00:26:20.225 --> 00:26:21.505
with our $200

358
00:26:21.505 --> 00:26:26.245
here. And I have that $200 of credit, so I'm not gonna have to pull out my credit card again.

359
00:26:26.785 --> 00:26:28.725
The amount I have due now is

360
00:26:29.040 --> 00:26:31.620
$0 because I have that $200 of credit.

361
00:26:31.840 --> 00:26:37.860
And again, the more we're using this in this example, the more I'm seeing, you know, the advantages of that membership plan fluidity,

362
00:26:38.480 --> 00:26:44.500
and the member is able to kinda test and and check the waters of these different membership plans without emailing you

363
00:26:44.804 --> 00:26:49.465
and figuring it out on their own. So now I am back on my premium plan

364
00:26:50.164 --> 00:26:55.144
and let's say I now this website was a premium content site and only,

365
00:26:55.684 --> 00:26:59.830
access to that premium content was through the membership, the premium paid plan.

366
00:27:00.070 --> 00:27:04.010
So I've gone through the site. I've scoured it. I've watched as many videos as I can today.

367
00:27:04.230 --> 00:27:09.450
I've I've absorbed all the the premium content that I could for this day, and now I wanna downgrade

368
00:27:09.990 --> 00:27:13.450
to a free plan and I wanna be sneaky so I don't have to pay anything.

369
00:27:13.934 --> 00:27:18.115
So, or let's say I wanna go to the basic plan. So let's hit click to continue.

370
00:27:18.735 --> 00:27:19.955
And in this case,

371
00:27:20.495 --> 00:27:25.134
without the advanced setting turned on yet right now I'm gonna get a hundred dollars and a hundred dollars.

372
00:27:25.134 --> 00:27:28.255
So I basically for free, I'm gonna get it all back in credits.

373
00:27:28.255 --> 00:27:31.649
Basically for for free, I got to access the premium paid plan content.

374
00:27:31.950 --> 00:27:34.929
So let's go back to this alternate advanced setting here

375
00:27:35.309 --> 00:27:37.570
and click on pro and type in prorate.

376
00:27:38.029 --> 00:27:43.054
Here is that additional setting, deduct first day usage from the proration

377
00:27:43.355 --> 00:27:48.635
calculation. Basically, the member's gonna start paying for their membership from day one.

378
00:27:48.635 --> 00:27:54.315
They don't get the first day to kind of jostle around membership plans without incurring any costs.

379
00:27:54.315 --> 00:27:56.255
So I'm gonna hit save changes here,

380
00:27:56.570 --> 00:27:59.630
and this is an annual plan. So there's three sixty five,

381
00:28:00.330 --> 00:28:00.830
days.

382
00:28:01.130 --> 00:28:03.850
So if I hit and I was on a $200

383
00:28:03.850 --> 00:28:06.030
plan. So if I hit refresh now,

384
00:28:06.490 --> 00:28:08.670
we're gonna see that I used,

385
00:28:09.095 --> 00:28:12.615
there is $199.45

386
00:28:12.615 --> 00:28:16.375
worth of prorated time left on your current plan. It's not $200

387
00:28:16.375 --> 00:28:16.875
yet.

388
00:28:17.175 --> 00:28:21.195
This current day I'm paying for it and let me show you how that's happening.

389
00:28:21.575 --> 00:28:25.510
So we have a calculator here. The plan was $200

390
00:28:26.049 --> 00:28:28.470
divided by three sixty five days

391
00:28:28.929 --> 00:28:30.309
equals about 50,

392
00:28:30.690 --> 00:28:32.790
54.7¢,

393
00:28:33.330 --> 00:28:37.190
per day. So, let me just copy that and with two hundred

394
00:28:37.725 --> 00:28:40.045
minuteus the 54.7¢.

395
00:28:40.045 --> 00:28:43.184
It's $199.45.

396
00:28:43.565 --> 00:28:45.025
So if I came to the site,

397
00:28:45.405 --> 00:28:47.184
absorbed all the premium content,

398
00:28:47.565 --> 00:28:52.545
even that first day, I'm technically paying the value of having access for that one day,

399
00:28:53.240 --> 00:28:58.200
right off the bat. So I'm not getting a super freebie day on the first day of my plan.

400
00:28:58.200 --> 00:29:01.740
So that's just one use case you may want to enable

401
00:29:02.200 --> 00:29:06.060
this advanced setting, deduct first day usage from proration calculations.

402
00:29:07.184 --> 00:29:13.684
If you wanna allow your members to explore the first day without incurring any first day subtraction from the prorated calculation,

403
00:29:14.225 --> 00:29:15.985
then you can go ahead and leave that off.

404
00:29:15.985 --> 00:29:25.080
But if you're worried that, hey, you signed up to an account that has premium access to things and you did get access to those premium things, or again, whatever the use case may be,

405
00:29:25.460 --> 00:29:27.640
you might want to turn this setting on.

406
00:29:28.020 --> 00:29:29.880
But we can now see very clearly

407
00:29:30.180 --> 00:29:33.940
how having the prorated support one works with the member credit system.

408
00:29:33.940 --> 00:29:37.400
They work hand in hand because we're giving credits as members upgrade or downgrade,

409
00:29:37.885 --> 00:29:40.225
And it allows for membership plan fluidity,

410
00:29:41.005 --> 00:29:50.525
which can help encourage members to not only explore their plans, but to also stay on some type of paid plan on your site before canceling out.

411
00:29:50.525 --> 00:29:52.785
And, we did another webinar.

412
00:29:53.690 --> 00:30:00.010
I wanna share this because it also goes hand in hand with membership plan changes and it was on exit surveys.

413
00:30:00.010 --> 00:30:03.470
So when your members want to, and I wanna share this,

414
00:30:03.770 --> 00:30:06.990
when your members want to cancel before they cancel,

415
00:30:07.765 --> 00:30:17.065
their account on your site, you can provide them with an exit survey and part of that exit survey can let them know that they have downgrade options

416
00:30:17.605 --> 00:30:21.940
and that they can downgrade for a prorated amount, whatever messaging you wanna put in there.

417
00:30:21.940 --> 00:30:23.640
I put a link to this article here,

418
00:30:24.100 --> 00:30:28.200
but we talk about how to mitigate cancellations and how an exit survey,

419
00:30:28.580 --> 00:30:33.960
can be your final plea and what the best thing you can do is to get them on a downgraded plan

420
00:30:34.275 --> 00:30:36.855
rather than having them leave your site altogether.

421
00:30:37.475 --> 00:30:37.975
And

422
00:30:38.275 --> 00:30:41.235
I think we covered a lot there. There's a lot of numbers flying around.

423
00:30:41.555 --> 00:30:44.135
I think the crux of it is pretty simple with the proration.

424
00:30:44.195 --> 00:30:48.840
We're all kind of used to it a bit, with other services we've probably used in the past.

425
00:30:49.080 --> 00:30:51.260
David, is there anything else you wanted to add?

426
00:30:51.320 --> 00:31:07.185
I think the major benefit is like we said, really keeping a lot of that revenue in the website rather than having to distribute full or partial refunds to members when they're looking to, say, for example, downgrade their plan, and also making it easier for members to upgrade their plan and hopefully stay

427
00:31:07.565 --> 00:31:09.825
on that more expensive upgraded plan,

428
00:31:10.205 --> 00:31:14.685
knowing that they could apply what they've already paid for a lower plan when they go ahead and upgrade.

429
00:31:14.685 --> 00:31:14.925
Yeah.

430
00:31:14.925 --> 00:31:28.780
And actually going through it in the webinar here, it was kind of fun going between the plans because I felt like it was almost risk free to kinda go ahead and, like, explore and check out what the other plan had, even if it was a downgrade or an upgrade one way or the other.

431
00:31:28.780 --> 00:31:30.880
I didn't feel like I was losing out on anything.

432
00:31:31.544 --> 00:31:45.404
So again, that's something that you that's an a benefit you guys can maybe educate your members about and kind of, address any fears or concerns they might have of of signing up to a higher tiered plan is letting them know that they can downgrade or vice versa,

433
00:31:45.850 --> 00:31:46.649
without losing,

434
00:31:46.970 --> 00:31:52.190
any value of their membership for your site wherever they they end up landing, as far as their membership.

435
00:31:52.409 --> 00:31:55.769
So with that guys, that was a lot of fun. Thanks for putting those slides together, David.

436
00:31:55.769 --> 00:31:59.995
What we can do now is we can open it up to Q and A. Let those hands fly up.

437
00:31:59.995 --> 00:32:01.355
We'll take as many questions,

438
00:32:01.755 --> 00:32:07.375
as we can here. And I do see some hands flying up. Let me see who we'll call on first.

439
00:32:07.835 --> 00:32:12.235
We'll start with our BD all star, Ryan, here. Let me unmute your microphone here.

440
00:32:12.235 --> 00:32:16.450
How's How's it going, Ryan? Hey. Good evening, Jason. How are you doing? Good. Good. Thanks.

441
00:32:16.990 --> 00:32:17.470
So,

442
00:32:17.950 --> 00:32:18.830
that's that's great.

443
00:32:19.390 --> 00:32:20.590
With the upgrade stuff,

444
00:32:21.070 --> 00:32:24.350
that's gonna be really useful. I know it's come up a bunch of times.

445
00:32:24.350 --> 00:32:30.255
One one, and you guys have probably already thought about this, but one thing I know will be an issue is for a content based

446
00:32:30.635 --> 00:32:31.855
kind of sites where,

447
00:32:32.315 --> 00:32:34.255
I can get a lot more than 50¢

448
00:32:34.395 --> 00:32:35.695
of, of content,

449
00:32:36.075 --> 00:32:37.035
worked out in one day.

450
00:32:37.035 --> 00:32:50.520
In fact, I could probably get everything, you know, if I watch all the videos or I went to all of the locked down pages that were for the premium level and downloaded all the PDFs or whatever that were on those resource pages or whatever, and then I just downgrade for 50¢.

451
00:32:50.520 --> 00:32:51.020
So,

452
00:32:51.560 --> 00:32:55.740
there may be a a future thing that of, kinda like what you have the,

453
00:32:56.405 --> 00:33:04.265
the, you know, if they recommend somebody for a membership level, they get a certain number of credits where they're you just have a setting where there's, like, a minimal credit deduction,

454
00:33:05.205 --> 00:33:07.605
if they downgrade, you know, downgrade within a week. Like, hey.

455
00:33:07.605 --> 00:33:12.320
I'm gonna assume you got at least $50 worth of content for that $300

456
00:33:12.320 --> 00:33:16.560
thing for the year or whatever that it kinda laps that off, assuming you got some content.

457
00:33:16.560 --> 00:33:20.260
It's kind of a sunk cost and or, I guess, maybe a,

458
00:33:20.960 --> 00:33:27.405
a thing where it has, like, I guess, membership level pricing on digital downloads or something where if I,

459
00:33:27.845 --> 00:33:31.525
kinda get it for free at a certain level, it's included in the premium, for example.

460
00:33:31.525 --> 00:33:36.985
But if I clicked and downloaded that or opened that digital product or that page, I kind of deducted

461
00:33:37.730 --> 00:33:39.090
30 credits of,

462
00:33:39.650 --> 00:33:41.250
of information or whatever.

463
00:33:41.250 --> 00:33:48.210
So if I go to downgrade, the system knows that I opened up a a resource page or a I down

464
00:33:48.690 --> 00:33:50.390
I I quote purchased a

465
00:33:50.924 --> 00:33:55.085
product or something, and they kinda know or I watched a video or went there and loaded that page.

466
00:33:55.085 --> 00:33:55.644
I don't know.

467
00:33:55.644 --> 00:34:02.304
Some sort of credit system for a content consumption that it could then take off or not credit me back for

468
00:34:02.605 --> 00:34:05.164
if, if it knows I kinda consume that content.

469
00:34:05.164 --> 00:34:11.060
Because right now, if you have any content stuff, it's kind of a free for all, and and you can get all the the content stuff for free.

470
00:34:11.440 --> 00:34:13.120
Does that make sense? Yeah. Yeah. Yeah.

471
00:34:13.120 --> 00:34:16.639
That that was that was why that one setting was created is is for that.

472
00:34:16.639 --> 00:34:19.600
But, definitely, what you what you're bringing up is is a valid

473
00:34:20.625 --> 00:34:23.284
and there are other ways around that too. For example,

474
00:34:24.065 --> 00:34:24.804
the membership

475
00:34:25.185 --> 00:34:32.645
maybe for very heavily for access to to premium content sites explicitly premium content site, you just charge a flat fee,

476
00:34:33.425 --> 00:34:36.005
or the downgrade options are to,

477
00:34:36.860 --> 00:34:40.960
kinda higher tiered downgrade options, not the regular sign up options.

478
00:34:42.060 --> 00:34:43.660
But, yeah, I I totally see what you're saying. Yeah.

479
00:34:43.660 --> 00:34:48.219
We'll we'll talk about it and explore it more, as people use this a bit more and we get some more feedback.

480
00:34:48.219 --> 00:34:52.224
So thank you for. Alright. Let's, we got more hands up here. We got Barbara.

481
00:34:52.605 --> 00:34:54.384
Barbara, you can unmute your microphone.

482
00:34:55.164 --> 00:35:00.464
Hi. Can you hear me? Yes. How you doing? Where are you calling in from? From Kalama, Washington.

483
00:35:01.164 --> 00:35:05.359
Okay. Great. Thanks for joining us. What's your question for us? How do I create

484
00:35:05.660 --> 00:35:06.160
hover

485
00:35:06.779 --> 00:35:08.960
hover text so that when you're on a,

486
00:35:09.980 --> 00:35:16.640
a link kind of a thing, you just put your cursor there and a little bit of text comes up explaining that?

487
00:35:17.205 --> 00:35:20.425
Sure. In the text editor, you're wondering how to add a link, basically,

488
00:35:20.885 --> 00:35:21.945
a a clickable link?

489
00:35:22.245 --> 00:35:26.185
No. I know how to do that. But if I have a little bit of text,

490
00:35:26.485 --> 00:35:30.665
I don't want a whole new page to come up just for that little bit of text

491
00:35:31.150 --> 00:35:36.290
explaining. I want it to just show up when they put their cursor on it and,

492
00:35:36.590 --> 00:35:37.330
the text.

493
00:35:37.790 --> 00:35:43.090
Right. Right. I got you. What are they called? No. You're right. It's it's title text, basically.

494
00:35:44.244 --> 00:35:49.224
There's actually a few ways to accomplish that, but, let me just see if we have that here.

495
00:35:49.685 --> 00:35:50.505
Just a moment.

496
00:35:51.045 --> 00:35:55.464
If we highlight just a bit of text here and convert it to a link.

497
00:35:55.925 --> 00:35:57.305
Yes. This this,

498
00:35:58.600 --> 00:36:02.720
oh, we don't have it actually, and we should have it. See, you're bringing up a good point here.

499
00:36:02.720 --> 00:36:04.660
So you can have the

500
00:36:05.120 --> 00:36:10.820
you can have the URL, which would be, you know, the, you know, forward slash join page and then the text,

501
00:36:11.535 --> 00:36:13.055
that's being here. So,

502
00:36:13.615 --> 00:36:15.635
this is the link text

503
00:36:16.095 --> 00:36:21.615
and what you want is the hover text, which is called, let's see, this is the link text, but what you want is called a title tag text.

504
00:36:21.615 --> 00:36:27.260
So let me, make a note here for the team. Just a moment. This is a good suggestion, Barbara.

505
00:36:27.260 --> 00:36:27.920
Thank you.

506
00:36:28.780 --> 00:36:30.060
So what we'll do is,

507
00:36:31.020 --> 00:36:32.160
in text editor,

508
00:36:32.780 --> 00:36:33.520
add a,

509
00:36:34.300 --> 00:36:35.280
title text,

510
00:36:36.060 --> 00:36:40.080
input field. And that will allow you, so when you hover over,

511
00:36:40.925 --> 00:36:49.484
that link, you're gonna see a little bit of text that says, you know, just a small snippet of text on on what that link is or or what where it goes, whatever you put there.

512
00:36:49.565 --> 00:36:52.385
Explain it a little bit more. Yeah. Right.

513
00:36:52.690 --> 00:36:53.190
Okay.

514
00:36:53.570 --> 00:36:54.070
That's

515
00:36:55.010 --> 00:36:55.810
good for SEO.

516
00:36:55.810 --> 00:37:03.490
If you wanted to do it in the meantime and I don't, I always hate getting into the code here, but you can go to the code view here, okay.

517
00:37:03.490 --> 00:37:03.990
Uh-huh.

518
00:37:04.290 --> 00:37:08.204
And I'll show you a very clearly what you can do. Look for the link.

519
00:37:08.204 --> 00:37:11.105
So in this case, the link is here, the

520
00:37:11.644 --> 00:37:14.464
join. This is the link text. What you wanna do is

521
00:37:15.325 --> 00:37:19.664
is you wanna do title equals and you wanna say, Barbara.

522
00:37:20.204 --> 00:37:21.744
Did I spell that right? Bar

523
00:37:22.539 --> 00:37:23.359
bar bara.

524
00:37:23.740 --> 00:37:26.000
So and then let's take a look at this together.

525
00:37:26.700 --> 00:37:30.559
And I'll put this in the chat here right now. Okay? So you got you have some reference.

526
00:37:31.099 --> 00:37:33.039
So let's look at this page real quick.

527
00:37:33.339 --> 00:37:34.000
And just

528
00:37:34.375 --> 00:37:38.715
very simple, here's the link text. If I hover over it, we can see it says Barbara there.

529
00:37:39.015 --> 00:37:43.895
Oh, I see. Uh-huh. Uh-huh. Right. That's just the most simple and direct way, to do it.

530
00:37:43.895 --> 00:37:44.855
Let me put this

531
00:37:45.415 --> 00:37:50.330
I need to take make sure you have that code. I'm gonna put this in the,

532
00:37:51.210 --> 00:37:54.190
the chat here so you kinda have some reference. Okay.

533
00:37:54.650 --> 00:37:55.150
Alright.

534
00:37:55.690 --> 00:37:56.590
Thank you, Barbara.

535
00:37:56.890 --> 00:38:00.890
Thank you. Alright. Great questions there from Barbara. And, yes, she is correct.

536
00:38:00.890 --> 00:38:06.195
We do not have a title tag for the URLs in the text editor. We do have them in the menu builder.

537
00:38:06.335 --> 00:38:11.295
We'll move on to Brian Vier, our good friend Brian here. How you doing? Pretty good. And you?

538
00:38:11.295 --> 00:38:15.935
Pretty good. How'd you like the webinar so far today? Oh, it's great. Thank you. Awesome.

539
00:38:15.935 --> 00:38:17.475
And what's your question for us?

540
00:38:17.870 --> 00:38:20.270
Well, I just, had a question about your,

541
00:38:21.070 --> 00:38:25.810
about the, credit system, like when you enable the first day, and you're

542
00:38:26.110 --> 00:38:28.210
moving between the plans and everything.

543
00:38:29.070 --> 00:38:31.970
Now when it's doing the credits, say you moved from

544
00:38:32.445 --> 00:38:36.625
premium plan to basic plan, which is also a paid plan, and then back down

545
00:38:37.245 --> 00:38:37.905
to the

546
00:38:38.205 --> 00:38:39.265
free plan again,

547
00:38:39.885 --> 00:38:43.885
and you're using that first aid, the how does that affect on those credits?

548
00:38:43.885 --> 00:38:48.440
Because I didn't hear you talk about that part. Lots of use cases here with that.

549
00:38:48.440 --> 00:38:53.160
Let's let's actually just test it out together. So this is going from the $200

550
00:38:53.160 --> 00:38:57.180
down to the hundred dollar a day plan, and let's go ahead and complete that.

551
00:38:57.400 --> 00:38:59.820
And technically now I have access to this

552
00:39:00.225 --> 00:39:05.205
basic plan that we're we're calling it a downgrade, but it just could be access to different types of materials.

553
00:39:05.905 --> 00:39:07.845
So if I have this setting enabled,

554
00:39:08.465 --> 00:39:09.525
let's see that,

555
00:39:09.905 --> 00:39:11.365
when I change my plan

556
00:39:11.745 --> 00:39:13.105
back to the $200

557
00:39:13.105 --> 00:39:15.605
plan, let's see here, let's change plans

558
00:39:16.119 --> 00:39:18.280
And let's go back up to the $200

559
00:39:18.280 --> 00:39:19.660
plan. Let's see if it says,

560
00:39:20.760 --> 00:39:24.700
how much prorated time I have left. I think it's gonna ding me for today.

561
00:39:25.080 --> 00:39:29.000
Yep. Instead of giving me a hundred, it's now dinging me $99.73,

562
00:39:29.000 --> 00:39:33.145
which it should because now I technically got all the access to this plan for this day.

563
00:39:33.205 --> 00:39:36.105
So I'm paying for my day's usage in this plan as well too.

564
00:39:36.485 --> 00:39:38.905
Whereas before with the setting turned off,

565
00:39:39.445 --> 00:39:41.285
you know, everything was staying the same.

566
00:39:41.285 --> 00:39:46.500
All the amounts were staying the same for for jostling between the accounts, the membership plans that same day.

567
00:39:46.820 --> 00:39:49.400
Now say you, move back down

568
00:39:49.700 --> 00:39:57.220
or, like, if you moved up to the this plan and then back down, like, would it start taking a lot of money off of this, like, back and forth?

569
00:39:57.220 --> 00:40:01.995
Or do you want me to yeah. I think it's just gonna keep doing that same calculation

570
00:40:02.455 --> 00:40:06.555
where it's gonna ding you for for that day with that setting on.

571
00:40:06.695 --> 00:40:10.715
So let's let's continue doing it one more time here. So it dinged us for today.

572
00:40:11.589 --> 00:40:12.710
What, 37¢,

573
00:40:12.710 --> 00:40:13.770
27¢.

574
00:40:14.070 --> 00:40:18.329
So let's continue here. But I had to pay a little bit, due now 82¢

575
00:40:18.710 --> 00:40:23.430
because I didn't have I'm already dinged I'm going into that initial $200 that I paid into the site.

576
00:40:23.430 --> 00:40:24.730
So I've already lost

577
00:40:25.030 --> 00:40:25.910
82¢

578
00:40:25.910 --> 00:40:31.045
now doing this. And and rightfully so because we have that setting turned on. So every time,

579
00:40:31.744 --> 00:40:32.545
I have the,

580
00:40:33.105 --> 00:40:36.565
I'm changing plans, I'm paying for my day's access to that plan.

581
00:40:36.865 --> 00:40:40.385
So, yeah, it's it's, it's it's definitely, it's dinging it.

582
00:40:40.625 --> 00:40:45.800
It's it's it's doing it as if it's the first day of usage for that plan going between the plans like this.

583
00:40:45.940 --> 00:40:46.680
K. Cool.

584
00:40:46.980 --> 00:40:52.920
It's basically it's basically thinking that this counts as a day as opposed to being day zero in a way.

585
00:40:53.140 --> 00:40:54.840
Yeah. Alright. Good stuff.

586
00:40:55.875 --> 00:41:00.275
Darren just said he got on. Yes. Replay will be available in the Facebook group, Darren.

587
00:41:00.275 --> 00:41:03.175
Alright, guys. Like I said, this webinar is gonna be short and sweet.

588
00:41:03.635 --> 00:41:09.575
Definitely recommend if you have the member credits add on to enable proration and start educating your

589
00:41:10.029 --> 00:41:20.529
members or new prospective members that they can sign up risk free and they can upgrade and downgrade without any fears, because they'll get credits to the website if they change their plan,

590
00:41:20.829 --> 00:41:23.410
and there is a surplus of revenue there for them.

591
00:41:23.795 --> 00:41:25.895
David, thank you for putting together these slides.

592
00:41:25.955 --> 00:41:32.595
If we went over something a little too quickly, not to fear, we will post a replay in just a few moments in the Facebook group.

593
00:41:32.595 --> 00:41:39.030
If you're not already part of the Facebook group, please join us brilliantdirectories.com/Facebook.

594
00:41:39.089 --> 00:41:41.589
And to our friends out there in YouTube

595
00:41:42.130 --> 00:41:42.789
Live Land,

596
00:41:43.170 --> 00:41:46.069
thank you for joining us today. Everyone, the next webinar

597
00:41:46.369 --> 00:41:50.530
will be it will be actually in three or four weeks. We'll find out the next date.

598
00:41:50.530 --> 00:41:52.309
We're taking a quick summer break

599
00:41:52.765 --> 00:41:54.925
from the webinars, but we will be back,

600
00:41:55.565 --> 00:42:00.385
early August. We'll find the exact date for you guys and make sure to let you guys know.

601
00:42:00.525 --> 00:42:07.005
And on behalf of myself, David, and the entire Brilliant Directories family, always great to be with you guys here today.

602
00:42:07.005 --> 00:42:10.586
Have a great day and a brilliant week. Take care, guys. Bye bye.

