Transcript
0:00
Welcome everybody. Happy New Year. 2026 Everybody ready to get started? Start making some money. Welcome. Welcome, everybody. Welcome to the SDA, I call this call. We're going to cover all things. SDA, I if you guys have questions. Bottom of the zoom window, you should see a React option, little heart icon. If you click that, it should give you the option to raise your hand. So go ahead and just raise your hand. Make sure you're muted. That just helps us so that we can focus on whoever we're we're taking at the time, but yeah, make sure you're muted, and then we'll, we'll go ahead and unmute. We'll take questions, and we'll get to your answers. So again. Happy New Year, everybody. Glad to see everybody joining us today. Looks like, Sam, it looks like you're the first up. So go ahead and unmute. Let's take your question.
0:55
Howdy, there. Thank you so much. Yeah, of course, I've been on a call before, and I asked, I think, the same question, and I thought, I'm still unclear, and so I'm hoping that my question will benefit other people. So I've always directory, I think I started in November, and I've actually been getting some traction on people responding to my messages. So I'm very pleased with how it's going, but I'm still really unclear of the the workflow, because when someone when I send the email and it says, respond yes, and then they respond yes, it doesn't take them out of that workflow. They're going to continue getting the options. What's when they respond, Yes, what is supposed to happen, or what am I supposed to do? Is Question one,
1:46
yeah, great question. This came up. I don't know. I don't know if it was last week, the week before, it was somewhere in December, but we caught this, and I believe Ron or Kai or Steph, maybe you guys can chime in here, but I believe that we were going to do a push to the to the snapshot that would turn that setting on by default. Well, I'll show you where to go Sam and we'll turn it on. But it's essentially, it's a real easy default setting inside high level that just says, remove this person from workflow. Yeah, I know how to do that response. I know
2:21
how to do that, and so that's what I've been doing. But when they respond, then what happens? What? What's supposed is there supposed to be another tag that has added? Or do I respond back manually and say, hey, great. Here's where you claim your listing. What am I supposed to do? Right?
2:38
I let me go ahead and pull up the or, actually, why don't we just have you share your screen? Okay, that'll be a good way to do it.
2:49
We'll do automations. Yeah,
2:54
it is the outreach, free listing, outreach
3:01
and so I've turned on the stop response,
3:09
yes, sorry to interrupt. Actually, they need to continue through the automation because they have to receive the next email, which is about claiming the listing. But if they don't Yes, so if they are saying yes, so we don't have to do much on that, but if they are saying like, I need to update my information or this information is not correct, so we will just take their information and update that to the content
3:38
right so I get Thank you. So my question, though, is if they respond Yes, right? So if they respond Yes, great. If they don't respond yes, and they say, Hey, I need an update. We fix it, and then they get the second email, yes.
4:00
So if they are saying like this information is not correct, or maybe I need some update on that, so you will manually update the contact or the business listing, and then they will receive this next email.
4:13
Okay, so I have to make sure that that gets done before in the time period, but that it doesn't feel like it feels like I should address and respond back to them, saying, Hey, we've made this change. Other than it just looks like another email coming through. That's the part that doesn't make sense to me.
4:32
So that's a manual part if you're updating any information for any business. So you will just manually update them that I did this and your listing is updated.
4:42
So it feels to me that there should be a separate workflow. If they say yes, one thing happens, if they say no, then it separates to something else. Because, like this, we've added, this is the second email,
4:57
yeah, but you know, if they are saying yes, so we. Don't have to do anything on that, because they just confirmed that information is correct. But if they're saying I need some update, then automations cannot automate that. You need to go inside of the contact and edit that or update that manually.
5:15
Okay, I hear what you're saying. Can I ask a question?
5:20
Why can the automation not handle that? Because all you need is an if else, right? Conditional, and then it would send them down different paths depending on their response, or if they didn't give a response,
5:35
yeah, but response could be like anything that they want to say, I need to update my business name, or I need to maybe change my address, so that that is manual, like
5:51
you can build that in with giving them a choice on what their answer is, and Then it branches off based on which one they select.
6:05
So that will be a complex thing. You know, it depends on response. Maybe it's not a specific response or a form that they are filling in. It's a general response that they are sending in a normal language or a human language, right? Jason, like, we cannot really automate that.
6:23
So I guess the situation is clear that this is an issue, because I'm not the only one with the question, and even like being told different things. So because every time I ask this, I've been told something slightly different. So that that's why it's a little bit frustrating. And so what I appreciate being able to ask the question here and get the feedback. So based on what I hear you saying, is that if someone responds yes to this, I let it ride. If they respond no or I need to change something, I change it, and then they're just supposed to get the same templated email, which, that's the part that doesn't this, if I
7:06
receive this email is different this? Let me yeah, please go ahead.
7:11
Let me finish my thought. If, if I responded with changes, and then I got a response that's just like this, oops, I won't save that. Then I would feel like, okay, that doesn't make sense. They didn't acknowledge the fact that they change, that they made any changes, right? This email doesn't make sense in that workflow. If they said, Hey, make changes, there should be a way to add in another email that says, hey, we made your changes. This is where you do. Which is where I think it was John that asked the question of, there should be able to be a if then. And so maybe the the workflow in my brain would be, if they respond, stop their response, and then add them to the next workflow based on what is happening. So if they say yes, it automatically continues, like I push them that way at a different tag, and that way I can automate this. Because as a consumer, if I got this email after saying, hey, there are changes, I would think it's I wouldn't think it was real.
8:22
Does that make sense? Yeah, it makes perfect sense. Let me, let me jump in here real quick. Sam, so the way that I would handle this is, in those edge cases, we give you that there's a two day window, right? So if you look in that workflow, there's a two day window that happens right between those emails. So that's plenty of time for you to step in and just send a one off email and just be a human, you know, just they responded and said, Hey, my address is incorrect, or we've moved or we actually changed our phone number. You know, last month, here's the new phone number. You can just jump in send a simple email and say, Hey, thanks, great. We'll go ahead and update your phone number. The next email you're going to receive from us, once our will update the phone number, the next email you're going to receive will be a link to your listing with that corrected phone number,
9:10
and that that I can make that make sense. That's great. And then the second thing that was, this has all been very, very helpful. The second thing is, when and I understand how. On the let me go to contacts. On the contacts when someone like this guy just opted in, and he has the Plus user, I understand that that's the person's name, right? And he goes with whatever the company is. Is there an easier way to to match them to where I know I can't change the business name to his name on the listing, but I'd like to be able to match him to the listing. And through a workflow saying that to where I know who this guy is and what company he belongs to. Yeah.
10:10
So that is a change that's coming, where you can easily determine which consumer is assigned to or has claimed which business that's coming, yeah, so you, I
10:23
think it might be live right now. If you click, can you go back into that? Ernest De Leon, yeah. And then you see all the way over on the right hand side, next to the little money icon, there's one more icon over to the right, yeah, associations, yeah. Okay, okay, so he has not actually claimed a listing here. He did.
10:44
I just approved them. He went in and did it and I went through and did the I clicked approve right before I got on his
10:54
claim request. Yeah, we'll have to check on this then, yeah. So this is a brand new feature that we're just rolling out, but this custom object where you'll be able to see over on the right hand side, for any consumer, you'll be able to see which listings they have claimed. For any listing, you'll be able to see which consumers have claimed the listing. But yeah, we'll have to check on that Ruchika on her site and see whether there is a claim relationship there.
11:28
Which was his name? What was his company? Name, something economy. Let me see if I can find him, just to make sure that the claim request went through. Sure. See so it shows claimed, yeah, yep, I see it there. Okay.
11:50
And can you check one more thing for me on the back end? Back in high level, of course, go to the smart directory AI app, the left hand menu there, and then go to businesses and find that economy that you were just looking at.
And then click the little pencil icon to edit and go to, I think, number two account owner. Okay, so yeah, Ruchika, there's some, there's some bug here that's preventing this from showing on the in the custom objects. But you can see here that that guy, that consumer, has claimed this listing. Yes, right? So, yeah, we just need to figure out what's going on with that custom object. I thought it was already live and working, but
12:48
yeah, maybe that's going to be a wonderful thing the second this last thing, and I'll stop. I've got some other stuff, but we'll see what go I have something that's stuck here. It always says one, and it doesn't go away, and I don't know why.
13:03
Yes, this is a known bug that will get fixed. Somebody reported this last week, and we can't figure out where the Phantom one is either. So, so it's not just me, it's not just you. No, this is on our side. This is our we'll get it fixed.
13:17
Alright, very good. So something that might be helpful. One of the things that I'm going to be doing with the people that have responded yes, because I had turned off the workflow. Because what I was concerned with turning off the workflow is they respond yes, it's good. I send them back the thing to click the link and actually do it, and then they don't do it. So we're going to be creating a process to go backwards for those 20 or so. Some of them, maybe 10 of them, haven't actually gone through and finished the claiming. So we're going to go back through and do a video saying, hey, it looks like you started this, but you didn't finish it. Here's how to do it so that we can capture those people. But what Jason said about responding yes and then saying the next email you get is going to have everything. That's a beautiful thing. So thank you so much for letting me get my questions answered. Sure.
14:11
Sam, yeah, no problem. Glad we could help. I think that the game here is just try to keep it as simple as possible. You know, there's always going to be edge cases. There's always going to be, you know, things that, that you know, will pop up here and there. But the idea here is just to keep it as simple as possible, automate what we can, and then step in where we need to, you know. And then I think if, if there are edge cases that just seem to repeat themselves over and over in your specific business, then it makes sense to, you know, build some sort of a contingency for that, you know, but yeah, thanks so much. Sam, appreciate it. Jimmy, it looks like you're up next.
14:56
Hey, Jason, how you doing good? Um. We don't. Hopefully I have a quick question. I got the question partially answered by Doran yesterday. I was on yesterday's call, and he he taught me how to go ahead and upload a snapshot. What I failed to understand or recognize is that I don't, we don't have smart directory, AI on our agency dashboard. So does that need to be done first in order for me to to open up a snapshot,
15:34
you don't have it on your agency. You don't have the SDA, I snapshot Correct. Okay. Yeah, so the STA, SD, AI snapshot gets loaded at the agency level, right? So that gets loaded into the agency level, and then it gets saved there. From there, you can then load that snapshot onto a sub account, right?
15:55
So, how do I load the how do I load it onto the agency I understand how that sub account,
16:04
agency sub account or agency account,
16:09
agency account, right? Let me ask this. If we have it on the agency account, then we can open up multiple directories or their their sub account specific.
16:22
Yeah, so the SDI, the app itself, right? The app and the snapshot are two different
16:28
things, okay, how do I download the app onto our agency?
16:32
Yeah, the app is what you need to download first, right? Okay, cool. So what I would before we do that, though, my suggestion would be to keep it separate from your agency sub account inside high level, okay, rather than download the app into the agency sub account. Okay. Does that make sense?
16:57
It makes sense to my business partner. He said, you're listening. So he says, I got it, no problem.
17:03
Okay, that it just keeps things simple that way, like it keeps it keeps everything siloed that way. Because a lot of times, what will happen is you get going and you'll have your SDI site, you'll have your agency account, and what a lot of folks will do is they'll run those in two different sub accounts so that when somebody actually becomes an agency client, that's when you transition them over into the agency sub account, rather than load up your agency sub account with a bunch of people that are not actually clients, right?
17:37
That part, I understand. Okay, perfect. Yep. So, so, how do I? How do I download the smart directory?
17:44
AI, let's you want to go ahead and share your screen. I can show you where to go. Sure. I
so right here from this screen, go ahead and close that box there. And over on the left hand side, you see the app marketplace there. Towards the bottom third from the bottom.
18:21
There we go,
18:22
get in the right sub account, okay?
18:28
Level, yeah, I don't want to be in this sub account, right?
18:31
That's the agency level. You're not in the SDA i sub account.
18:36
So you need, we need to create an SDA i sub account. We haven't done that yet.
18:40
Oh, you haven't done that. Okay, yeah, very
18:43
beginning stages. So if you tell if you give me instructions on how to do that, I can probably get us up to speed better than probably Jimmy, for sure.
18:52
Okay, sure. All you're going to do is just go to your sub accounts right here. Let me get my drawing tool here. Go to your sub accounts.
19:03
So no, I'll create an SDA, I sub account Correct. Yep, exactly. Then after I do that,
19:10
once that's created, then you'll go ahead and install the app into that sub account. And it's just, it's SDA, I actually let me just look it up. Give you the exact name. Think it's smart directory.
19:28
See if there's anything else on it. Smart directory,
19:32
and that's in the app marketplace, right?
19:35
Perfect. Oh, it's in the App Market. Yeah, it is. It's called smart directory.ai. In the app marketplace.
Yeah, so just do a search. I'm just going to put it in chat for you. This is how it appears.
19:50
No, I got I can follow this pretty good. Okay, so you'll download that in there. How do we get. At the actual snapshot. Where is that? That's the problem that Jamie's been finding out.
20:04
Yep, the snapshot. Stephanie, can you drop that link for us? Awesome. She just dropped the link. So if you go in the chat, Stephanie just dropped the link, that'll take you directly to where the snapshot is in the training, okay, and that's where you'll get the link for the snapshot. You'll load the snapshot here at the agency level first, right? And then you'll load it into your sub account.
20:33
Awesome. No problem. I'm very familiar with that.
20:37
Thank you so much. Yeah, thank you for your
20:39
time. Thank you for your help. Appreciate. Of
20:41
course, Stephanie also dropped some instructions there for you, which I thought were really good. I don't know if you guys can see that. Can you see that?
20:52
Jimmy, yeah, let me get back in there,
20:56
dude, it's just a couple of chats. It's like 1234, the fifth chat back, she put some install I see, I see three, three options, yeah, yeah, go ahead. Okay, too, excellent.
21:09
Love it. Okay. Thank you. Thank you so much.
21:12
Of course, no problem. Guys, happy to help. All right, Mark.
21:22
Hey, guys, can you hear Yeah? We can
21:27
hear Yeah. I had a pretty quick question. Let me share my screen. I
21:46
so I've noticed that every time I add a business to the contacts, it takes the people in my staff and like, if you can see help offline sharks is one of them that I just haven't deleted from, you know, an earlier situation. So it takes everybody in my staff, and it dumps them in contact every time I add a new business contact. So then I have to do the ritual. Then I have to go in there and delete the three contacts every time a business is entered.
22:22
Um, I mean, when they're are they emailing you? Or how are these people? How are you contact? Are you counting contacting them?
22:32
This would just be uploading the contact from a CSV file, and then that's it that goes into the system, whether it's one, you know, or more, it always dumps these three email addresses into my contacts, and these are All just email addresses that I have in staff. Interesting,
23:07
are those? Are those emails of users in your system?
23:13
Well, two of them are, mine is offline sharks when, when they went in and did a little testing on something,
23:22
but you're only seeing these in the con. They're only appearing under contacts when you upload a spreadsheet of contacts,
23:30
when I add a new business, yes, when
23:32
you add a new business, yes, just a one off business. So if you go to, hmm, right? I've never seen that.
23:49
Yeah, I put a ticket in some time ago, and I think it just was, it's just a weird situation. I never did get a response on it,
23:58
yeah, that would be, I mean, it's like I said, I've never seen anything like this before, but if, what, if I'm understanding exactly what you're saying that this sounds like a high level bug to me, but again, I've just never seen this inside high level. And I've been using high level for years, but I've never seen that ever happen. Okay, but so you're, so you're, you're adding businesses one off, and then these are showing up correct, right every time? Yes, yeah, I would. I would probably put in a ticket with them and see if they can get to the bottom of it. Because, yeah, that's really odd. That's okay,
24:40
happening, yeah? Okay, I'll do that. Just one more question,
24:45
of course. Yeah, go ahead.
24:47
So the way the smart directory AI works with the description section. Can that be in markup language or HTML, or is there any you know, specific. Specific parameters on how you can dump that data into that description.
25:06
I can't remember if it accepts HTML or not.
25:13
That description box.
25:17
The reason I was asking I go ahead, I'm building, I'm building an app, basically to seed the smart directory system. It seeds it to see the whole thing with, let's say, if you've got, you know, 32 categories, and you want two per category, it'll go out and find the best businesses based on scoring for different things, you know, like Google, etc, and so everything I've got figured out, it does a pretty good job. So I can see the whole directory in 30 minutes with all businesses, pictures, images. It builds a description that's pretty robust. I'm just having a little trouble. It wants to dump it wants to dump it in HTML. And I did some original testing with HTML in a one off, and it accepts it. But when I try to dump the HTML through this CSV file, because it'll take, you know, let's say you've got 100 businesses in the CSV file, it'll take all those descriptions and dump the descriptions and images, whatever. But it's that transfer from the CSV to smart directory with the HTML and description. It's a little buggy, and I'm just curious if there was any constraints on that,
26:36
not that I've heard. I love the idea, though, what's the bug that you're seeing? Well, it just,
26:43
it, just the formatting. Once it dumps it in, I can, I can make it work with plain text, and the descriptions are, like I said, are really robust, but they're not formatted dynamically. So if I try to dump, if it tries to dump the HTML, and it just kind of messes up the formatting a little bit. It messes up the spacing, a little bit, those kinds of things. Okay,
27:14
yeah, I really like the idea mark. I would say I don't think that we I don't think this is something that the team has thought about. I would probably put this as a as a future update so on the candy board, and one of the girls, I'm sure can drop a link to our candy board in the chat, but yeah, I could see that being super helpful, being able to kind of mark up the description the way that you want it to appear, and then being able to upload that via CSV.
27:53
Yeah, so here's what I'm going for. Is this format right here.
27:59
Oh yeah, that looks great.
28:02
Okay, close, but I'm not there exactly, you know, I think I'll be. I'll have it, but by the end of the day, I was just curious if there was any little tip that would help me make it happen a little faster. I did. This isn't a big deal, but I did add an additional column for name, business name. So when the system just automatically takes all the business tags, dumps them into the CSV file. So I don't really have to touch anything. It's all done on the front end. It dumps the business tag in. It does have a second column for the name. So it takes, when your map, it takes the business name and puts it in first name, and then business name puts it in business name. I don't know that's a big deal or not, but it adds a business name too, as well as the first name business name. So for me, I'm not lazy, but man, it just saves so much time trying to manually do all of those to really seed your your system well. But last thought is, I mentioned this before. I did put it on the candy board. I don't know that you know anything that anybody else thinks is a great idea, but this little section here where the pictures are, I mentioned this before, if we could put video right there, just have that optional video. Yeah, I think, I think we could sell the video all day long to, I agree, would really enhance, you know, upgrading to a premium spot. So that's it for me, guys, I appreciate it.
29:33
You did put the video idea on the canning board. I did. I did
29:37
got any traction, or anybody saw it, but, yeah, I did put it in there?
29:41
Okay, cool. Yeah, I love this. I really like the markup that you've done. I think again, I would go ahead and put that on the canny board and maybe make a post in the school group and just tell everybody. Just say, Hey. I. But you know, if anybody's interested in these two features, you could even do a video, if you wanted, and put that in the school group, and then I would post the links to both of those features that you're that you'd like in the canning board. I'm, I have a pretty good feeling you'll get quite a bit of people up voting that.
30:20
Okay, sounds good. I'll do it. Yep. Okay, well, hey, this
30:25
is awesome, Mark. I love it. I So, are you having any problems with those emojis? Those are going through.
30:32
Okay, yeah, that was initially a little bit of an issue, I think, overcome that, but, yeah, so, yeah, nice. That was definitely originally a little bit of a problem, but so you're saying it's mainly spacing issues, or mainly facing on formatting, yeah, yeah, yeah, but yeah, you can basically search via city or zip code, or there's an option to toggle on greater metro area, and it'll find you know how many businesses you want in your categories. I've defaulted the system right now to the smart directory AI. Set of categories are already baked into the system, and you can add to it, you can subtract to it, so you can either just do the whole directory at once, one fell swoop, and say, I want three in each category, or whatever it does the scoring, you know, and it drops them into a CSV file. Or you can search by zip code, or you can do manual businesses, and you can put, you know, five or 10 businesses in there. You already know you want, but it'll just save you a little bit of time on, you know, doing all the, all the back end legwork getting, yeah, no, that's great. So yeah, okay. Well, as always, thank you guys.
31:48
Of course, of course. Mark, now, thanks for bringing the great ideas. I love this. This is really good. Now, please post. Please post in the school group will do Okay?
31:57
Thanks, Mark. Have a good one. Thank you. Yeah, you too.
32:01
All right, Bill, you're up next.
32:05
I still getting all stuff set up, and I noticed that when I tried to put in to to claim a listing the in the in the first series of emails, it just goes to the main site. It doesn't go to the page where that listing should be. Is that correct? Or because looking at it, from reading it and being the consumer, I would think, Oh, it's going to take me right to my listing. But instead, they have to search for their listing is,
32:44
yeah, it's most likely that you don't have a listing that was set up for your business. So we could double check that, make sure that that that's correct. Because, yeah, as long as the listing exists on the site then, and it's pulling the correct one in that email, then that link will work. So it's, yeah, we haven't seen it. Usually it's a it's a small fix if you're having that problem.
33:14
Okay, so it might just be that I haven't added that business to the directory.
33:22
Most likely, yeah, that's where we've seen that time and time again, and it's usually during this phase when people are trying to test and yeah, because you're clicking in it, it's just showing up blank. Is it showing blank? Or is it
33:35
No, I click and it brings me to the homepage of the site.
33:42
Yeah. We'd have to take Do you want? Are you in a place where you can share your screen? We can take a look. Yeah,
33:51
let me switch it over. I
34:05
Okay, that's the wrong template.
34:12
So let's go to the contacts first. Let's make sure you've got a listing on the site. That's the number one. So context, yeah, towards the top there.
34:25
I'm missing it here. Oh, okay, he said the top I was looking up here.
34:38
And then go ahead and just do a search for your business or the test business or test contact?
34:45
Well, this is one I manually entered. Will it show up for that?
34:52
Yeah, it should. Is, are, is this a business that like, if you send like, Do you own this email? Email or do you have access to this email address?
35:02
Yeah, I put in an email to me, which also, when I added them manually, it's started automatically sending messages to that email address, which I was planning to add, add a few, but I don't want to put my email address in all of them. I need to get them going to the right person, but not till I want it to start
35:29
right, right. So, yeah, this one has the business tag on it, which is correct. So let's go ahead and just look this one up, brazen roofing. Make sure that they have listing they should,
35:45
you mean the preview site?
35:48
Yeah, well, it would go to the preview site.
35:51
Okay, have that pulled up, all right, and I see it.
35:59
You can go here under the smart directory AI, unless you have it already open in another tab, but you can go there, go
36:15
ahead and click the Preview option there,
36:22
and let's go ahead and just do a search for brazen roofing. There they are. Okay, cool, yep, so they've got a listing. Yeah, so and you said that you do have access to that email address, this one right here.
36:40
Yeah, okay, yeah, perfect. That's my email. I haven't given their email in it yet.
36:49
Okay, yeah, so what you can do is just drop this into it. Looks like they may have already received one of the emails, but let's go back into high level, go back to the contacts, and go to brazen roofing. Okay, so contacts there on the left, yep, and then go, go ahead and click on their contact
37:16
here, yep.
37:19
And then the center of the screen, it looked like there were several emails that got sent,
37:25
been getting the series, okay, which also, I don't know where this email address comes from.
37:34
Yeah, you'll need to set up your own dedicated domain and email, but let's go ahead before we address that. Go ahead and click on one of these emails. Let's see if which one includes the link. Just go ahead and open one up. First, probably that one or the second one. Maybe. Let's explore premium. Yeah, so it before that. Yeah. It could be that, or it might be see where it says, fetch older messages. It might be an older message. It's going to be one of the first ones, actually the second email in the series.
38:18
Okay, yeah, that one has business.
38:20
Claim has been removed. Welcome to premium.
38:26
Let's see if this link works.
38:35
Okay, that worked. So maybe I'm just I Yeah, most likely I'm just doing the test and a preview with one of the pre loaded listings. So maybe there's no email for that. Or no,
38:57
yeah, there may not be an actual listing for it. So the way that you know, if there's a listing, obviously, you know, we double checked. But when you go to the contacts inside high level on the far right side, under tags, you should see business as long as it has that business tag there inside high level, it should have a corresponding listing on the front end site, but you want to just double check this.
39:23
This is where I've been checking. Oh, so that's why, yeah, so there's no listing connected to it, and that's why,
39:35
right, correct? Yeah, you're looking at the template level. These emails are dynamic, right? So they we create one template that gets sent to many people, and each time it gets sent, it's creating a dynamic link that gets inserted in that email that's unique to that individual that it's going to
39:54
That's odd. It just brought me back to to this page. Yeah. Usually take me to the homepage.
40:04
That's that's the reason, though, right, all right,
40:06
well, I'll help. They give that out, yeah, but it
40:09
looks like everything's working, correct? Okay?
40:14
And then also, when I when someone's taken out of the initial contact one to claim the listing, they automatically go to the next workflow correct, which seems to be a bunch of offers for different services. The upgrade. I need to change those services. They're not all ones I'd want to do, but that's just a matter of going in that workflow and changing them, and it will automatically go through all the workflows or do I need to manage.
40:52
So if you want to, if you want to adjust the messaging, totally, totally fine, totally up to you to be in line with the services that you offer 100% so feel free to adjust those messages, the messages the I wouldn't touch the cadence or like the automation itself, like, let that go the way that it's supposed to go. But you can certainly change what it says in those messages.
41:16
Okay, where do I see where the workflow goes after each each workshop finished.
41:25
Yeah, let's go ahead and take a look at that. So click on the back button here, and then we're going to go under automation on the left there.
41:41
And let's see this is free listing outreach,
41:49
reminder, click on home for me.
Okay, yep, let's go under Can you scroll down? I want to make sure. Okay, yeah, let's click on free listing, outreach,
42:13
outreach notification, one notification and introduction. I'm
42:35
so I guess if there's no response after this template or that it would just stop with them, correct. But if I stop it manually, oh, that's what I probably need to add them to a workflow.
42:59
Sorry, Bill, I didn't catch that. I didn't catch that. I was just making I just realized we're in the wrong place. That's why things looked didn't look right to me. But what was that that you were saying?
43:09
Okay, if they're in this first workflow and they never reply when the workflow ends, it just ends contacting with them. Correct. It doesn't put them in another workflow, correct, right? But if I, if they claim their listing, it won't automatically, from what I heard before, it sounds like it won't automatically put them into the next workflow. I have to do that manually. No, it will. It will,
43:38
okay, yes, yep. And so I thought we clicked on automation. We didn't. We clicked on marketing. So go ahead and click on automation there.
43:50
Yeah, I thought I clicked automation also, yeah,
43:53
go ahead and click on smart directory, and then outreach, and then free listing, outreach that first one there.
So your earlier question you were asking, How do I see where that contact goes through the sequence? This is going to show you that exact sequence, right? So it'll show you starting with the first email, and then wait two days, send the second email. Wait two days, send the third email. And you can go through each one of these messages inside of this automation so you can see,
44:31
yep, and I've already edited those.
44:34
Okay, perfect. So perfect.
44:38
I just, but where does it go when they claim the listing to which workflow?
44:44
So go ahead and exit out of this one here.
44:53
And then you can see we've got the marketing services push, or the premium upgrade, push. Go ahead and click. On premium upgrade push,
45:05
okay, because that would logically be the next one. But is that the one? It looked like? It put them into the marketing workflow instead of premium upgrade,
45:20
she matches workflows inside SDA.
45:23
I Yeah, we'll go take a look at that. But no, the flow is to push into the premium upgrade.
45:32
Okay, that's the way that it should flow. So it should be going into there. Okay, maybe I just, but what
45:37
Dorn was saying is we should double check your that your workflows are mapped correctly,
45:44
and we can do that. How do we do that?
45:48
Do you have any other questions here, though?
45:53
Jump over there. No, okay, perfect.
45:57
So let's go over to the SDA I app. Um, um, so go ahead and yep, exit. Click on back to workflows, and then you'll click on smart directory AI down here in the left. And then from here you'll click on settings. And then here's workflow mapping, right here?
46:54
Would seem to be, yeah, I'm not sure why it's taken so long. Let's just refresh.
47:03
Let's just try and reload the frame, the actual AI, or the app itself. So if you just right, click anywhere on your screen, and at the very bottom you see that reef reload frame option, go ahead and click that, and then let's click on workflow mapping again. There we go. There it is right away, yep. So you'll just want to match these up, and it looks like they're all set correctly. So it looks like claim request approved. Claim request projected, Forgotten Password. I think they're all set. Go ahead and scroll down
47:39
new business request. Yeah, it looks like
47:47
new blog added and news feed created. Those two are blank. But other than that, looks like all of them are set correctly. So, yeah, everything should be working fine. It looks like it's it's set up Correct.
48:04
Okay, all right, well, we'll get back to it.
48:09
Thanks. Awesome. Yeah, no problem. Bill, glad we could help.
48:14
All right, Sheila, hi, thank you. So I have three main questions and a few smaller ones, but they can wait till everyone is finished with this time. So the first thing is, I know that after doing this for nine months, I shouldn't have this issue, but I do. So I'm going to share my screen with you where you know my domain is not pointing correctly and it keeps giving me an error message.
48:46
So let me share, okay,
48:54
share my screen.
49:01
So yeah.
49:10
So see, this is the record, and it says it's a sub domain. And here's the a record pointing correctly. And, okay, okay, so, but then when I go to the actual site, where is it?
49:36
Think this is hiding.
49:44
I lost my thing, but let me find it again.
49:56
I just pulled it up on my end, and it looks like it's working just fine.
50:00
Oh, it is okay. Then, Oh, that's great, because then my issues solved. Then the second question I had was, you know, I got from Stephanie more than one license. Now I kind of screwed up, because I think I didn't note them down properly. So when I try to go back. I don't know which is which? Is there a way for us to check or do I have to go back and bother Stephanie to know which, which one is still available for me? Is there a way from it check the license number?
50:38
Yes, Stephanie, is there a way, do you guys keep track of that? That's something I'm not aware of. I don't know. Sheila Stephanie, do you guys keep track of those license numbers somewhere, or is there an easy way for her to know which license she's used and which she hasn't?
50:57
We, we. We do have a way. But Cameron was checking it before. I'm not really sure he does have an admin panel to check it, but I think we can check it for you.
51:13
Sheila, okay, thank you. I'll, I'll send a note to Stephanie. I didn't want to bother you. Want to do it myself, but if there's no way to do it. I'll send a thing. And then the last important thing for me was that I was setting up the voice thing. I went all the way to the last video, which has to do with workflow, and I found that what he's showing on the screen is not what I have, so I kind of got stuck there. And I was going to ask Cameron if, if he could check and see if things have changed, you know, because I didn't know how to follow anymore when it wasn't the same, you know. And my my sub, my one of my sub account, the snapshot is the latest, and the voice thing is also the latest. So I think the issue is with the video, and it may not be a major issue, but was a it was a sticking point for me because I didn't know how to follow along anymore. So that's a request to Cameron, thanks. Okay,
52:29
Ron or rachika or Steph, do you guys know I know Cameron had mentioned that there was something going on with voice. Was there an update to the UI recently. Do you guys know that would cause that video to be out of date? Or was there an update that is in the queue to be pushed? Anybody?
52:54
I think devs are working on the functionality and the features. Okay, the videos will be updated.
53:05
Yeah, can you give me an idea of when for me to check back so I'm not sort of looking at it every day, kind of thing.
53:14
We don't have set timeline, but maybe I think I'll keep you in the loop.
53:20
Okay, yeah, I would appreciate that. Thank you. Yeah, I'm done for now. Thank you so much.
53:26
Awesome. Thanks. Sheila, okay,
53:31
all right, Alex, looks like you're up next.
53:34
Thanks, Jason, how you guys doing good? Just a quick question, I guess I put out a ticket last week, six, seven days ago. OS, 128, and I haven't heard from them. Is this a normal delay? Does it take more time sometimes, or does that mean that there's no resolution to the problem?
53:59
When did you submit the ticket?
54:02
Where did I submit? No, no, when, when? When? Like, a week ago, seven days ago, I think, okay, and update with Ron about that.
54:15
What it was he the one that was handling your ticket
54:19
in the email I received that was run, that was on it, yeah, okay,
54:26
Ronald, are you here? Yeah, I'm actually checking on was this about the image dimension in the upload issue for the client
54:35
listing Correct?
54:38
Okay, I could see here that it's still in progress, so I have been turned for them out from them, but I'll make a follow up.
54:47
Alex, okay, yeah, because it's really
54:51
sorry for the way.
54:52
Yeah, it's holding up everything. So if I can't find a solution, I'll have to just not use this. This directory. It's so crucial for me, since all my clientele is visual creators, and the discrepancies between the images are problematic, so I need to know as possible, sure. Okay, thank you.
55:17
Thanks, Alex, yeah, we'll get in touch with the dev team. We'll get an answer to you. Ronald will follow up via email. Okay, great. Appreciate it. Thank you. Awesome. Thanks, Alex. Anything else? Nope, was that it? Okay, perfect. All right, looks like HP.
55:39
Yeah, that's me, this Jeff. Hey, Jeff, my site is not loading.
55:47
I sent a screenshot of what the error message was. If we go back on here, it's up top in the chat.
56:01
Let's see,
56:11
and that looks like the app that so and so it's it's not, it's unresponsive. Then I'm trying to figure out why.
56:28
Okay, so is that your
56:33
so I'm an agency. And so in the beginning of the call, I heard you guys talking about agency in the sub account. And I think, when I downloaded the app, I think I downloaded it into the agency level, but the actual iframe is in a sub account, so I'm not, I'm not sure, but what's going on. But it worked at first, and it was loading at first, and then all of a sudden, like a day or so, it stopped loading correctly. So I'm not sure about what that looks like or what's happening with it.
57:15
What it what is your what's your domain for your SD, AI, site?
57:20
Um, hold on, let me. Let me make let me verify that for Sure,
57:42
home care directory, dot online directory. I
58:11
so I got it. It loaded fine for me. Can you go ahead and just double check on your end and try and load it? Because I just I'm
58:20
going to share my screen. Yeah.
58:32
So,
58:41
so here's the issue. See like it right now. It's loading, yep. But then when I go,
58:52
I'm typing right now, nothing's showing up in the search bar. Then when I scroll down,
59:00
this part I know is incorrect. I know that I've done something there that it's not correct. I probably need to go back and fix that. But see this support local. It's unresponsive. So there's something that's off.
59:21
I think, I mean, well, I can see your browser. It says you're up in the top right corner of your browser. It says finish update. So the the browser is out of date, which could be throwing that error. Let me see if I can. I'm because I've was able to load your site. No problem. I'm not seeing that error even when I do a search. So that could be it.
59:43
And also, can you please try to update your browser? I've noticed that needs to be updated, so you have to relaunch free to action. Have the updated browser. So probably a browser issue?
59:57
Yeah, I just updated it. Right now you see that.
1:00:08
I still not doing it. It's still not can't even click on it right now.
1:00:17
Okay, could you please submit a ticket for me, and I'll take a closer look. So I'll troubleshoot. I'll just troubleshoot on my end and see if there's something wrong with the directory itself.
1:00:32
Okay, I'll submit a ticket. Where I submit that ticket at,
1:00:35
it's offline, sharks, forward slash support
1:00:41
is that in the classroom,
1:00:43
I can send it you via a private message,
1:00:50
okay? And I'll do that.
1:00:51
Okay, cool.
1:00:55
Yeah, Jeff, Ron will take a look at that. Once you get that ticket submitted, that'll go right to him and he'll take a look at it. I as I was kind of clicking around the site, I do notice that it seems to be running a little slow, even on my end, so there might be something wrong. Yeah, I'm not sure what it is, but yeah, go ahead and get that ticket submitted right away. Ron will send you a private message. Steph also dropped the support link in the chat so you can see that support link, but Ron should send you a message as well. Just go ahead and go and get that submitted, and we'll take care of it right away for you. Right? Thanks. Jeff satyra, looks like you're up next.
1:01:40
Hi. Happy New Year. To everyone.
1:01:42
Happy New Year.
1:01:45
Okay, oh, and apologies to Ron. I have not responded to the email. I apologize for that. I just the other day, so I'll get on top of that. Okay? Verifying emails. Last week y'all showed me that my bounce percentage was too high and so and you had me turn on, I turned on that button for verifying emails right and now do I need to is this something else I need to do, after turning that button on, since the emails had already gone out, where? Where will the next emails that I send out, where they now? What am I trying to ask here?
1:02:39
I know what you're trying to say, yes, it will. So what will happen now that that setting is turned on? The next email that that gets sent from the system from that same contact, it will check. It will, it will run it through the verification process.
1:02:56
Okay, okay, all right, great, great. Because I was, I was I was sitting still. I was like, wow. Okay. Now, what do I do? How do I I know whether I should go ahead and send out these emails, start them up again, or what, um, okay. Now the next question is, how do I Okay? What is this the my AI agent that I have on my smart directory. How do I get it to book appointments? Or can I set that up to book? Because when I asked it, can, can they book appointment for me. Told me I couldn't do it.
1:03:45
That's a good question, and I don't know.
1:03:49
Is there a workflow where I can put in the book appointments?
1:03:55
Ron, do you know if we if, if we have that built out yet?
1:04:01
I'm not sure I can take a closer look on maybe rishika. I didn't follow that.
1:04:13
Yeah, the book appointment workflow. Is that connected to the chat bot? Do we have that in this for smart directory.
1:04:28
I think we need to check. I'm not really sure on that.
1:04:34
Yeah, satiria, give us. Give us a minute. Let it, let us check and see. I don't know I I don't remember seeing it. So it may just be something that's in the works that we're not aware of, that has not yet been created.
1:04:46
Okay, all right. All right, so baby, I had it myself here. Okay, oh, and, and I just wanted to let, let I like his. Is Mark. I like his directory, and I, I like the idea that, how do you get the descriptions to look the way they do. They you know, they're not plain looking. How do you how do you dress it up like that?
1:05:16
Yeah, that's what we were discussing. That's what Mark was talking about. And he's using some HTML to mark up those descriptions so that they look that way.
1:05:26
Okay, okay, yeah, okay, so he has the secret sauce, huh?
1:05:35
I guess so, huh? I
1:05:38
don't know if Mark, are you still with us? Are you still here? I don't know if he's still around or not. I don't know if he's still on the call, but we did encourage him to post in the school community, and then additionally, on the candy board for that to be a feature request to make it easier for you guys to mark up that description area and make it look you know, just, just kind of class it up,
1:06:02
right, right, yeah, yeah. And I like the idea of the and I think this the second time I've someone mentioned about videos, being able to add a video, yep, to the directory. So I'm looking forward to that as well. Well, that does it for me so far that I'm aware of at the moment. Awesome. Thank you
1:06:20
all right. Satir, yeah, thank you, right. Michael, looks like you're up next. Yeah.
1:06:28
Hi, Jason. I have a message that popped up in my SDA, and it just, you know, like recently, very recently, today. And let me just share my screen so you see what I can what?
1:06:52
Okay, can you see my Yep, got it? Can you see my screen? Yeah, so this is the message that's popped up. I've never seen it before, and I have no idea what this is about, because I didn't go through any kind of verification, at least not for calls, right?
1:07:11
Have you? Have you purchased a phone number inside high level recently? I did? Okay, so that's all that this is. So c Nam is just a registration process for for a business phone number. Essentially, what it does is it allows you to display, just as it says right here, display your business name. So if someone doesn't have your phone number saved in their contacts and you go and call them, you can get your business name to show up on your caller ID alongside the phone number. So it doesn't work every time, and every carrier is a little bit different. But this type of registration, this CNAM registration, is what's required to, at least to kind of start that process and get your your business name showing up when you make phone calls. So that's all
1:08:02
shows me the message now, because I've had that number for probably, like, the last three months, but, but anyway, yeah, that's fine. Then that that's not a big deal. I was just, I was just curious.
1:08:15
Yeah, this is a high level message. So this must be something new that they're doing to kind of alert users that register phone numbers, because I haven't seen this message either. They never used to do this, so it's probably just something new that high level is doing to get people to take advantage of that feature.
1:08:33
Okay, thanks. You know that's that's all I have. Thank you. Awesome.
1:08:37
Yeah, no worries. Michael, right Mark, you're up next.
1:08:52
Okay, there you go, guys, I'm pushing on the wrong button, all right, so I'm pretty brand new, and I'm still going through my training videos and stuff. But I've come up with a bunch of issues. And one of my main issues was I actually, when I signed up for this program, I was offered a one time upgrade for the VIP fast track and blah, blah, blah, and I bought it, I paid for it, and essentially it was in my system, and then all of a sudden, I'm trying to access it yesterday, and it's trying to sell it to me again.
1:09:29
Okay, have you submitted a ticket?
1:09:32
Martin, no, but I will the last Okay, whether I never got a response on so I figured I didn't try today. Okay, so, so that's that, I'll submit a ticket on that.
1:09:43
Yeah, please do because, yeah, no, we'll, we'll definitely get you taken care of, because you have, if you paid for it, obviously, you know, you'll have access to that, and it's probably just a mix up.
1:09:55
And I did, I had access to it, and they went to it again. That's really strange to do it. And they like, okay? And they actually wanted more money for it this time. I guess I got a Christmas deal. But anyway,
1:10:08
yeah, just submit a ticket. We'll get it taken care of right away. Yeah, that's, that's not going to be any issue at all, right.
1:10:13
So, so I in setting up my system. I, you know, I was looking at the whole, I did that video yesterday, setting up the plans and all that kind of good stuff, good. And I noticed when you click on plans under under the big word plans, it says price and planing, P, l, a, n, i n, and I cannot believe that that I mean unless planning means something I don't understand, but I would assume it's price and planning.
1:10:47
Oh, was there a spelling error or something? Yes,
1:10:50
yeah, yeah, if you go go to on your SDA, I SDA, I under the you know where you're on your dashboard, and at the top it says plans, and you click on that to create your community listing, local spotlight, whatever it is. Under the big word plans on the left hand side, it says price and planning, which I think I'm thinking to myself, it's like, I'm going to try and tell these people to spend money with me, and I can't even spell planning, and I cannot believe nobody has ever said that before.
1:11:26
Yeah, it was obviously just an oversight, but thank you for pointing it out. We'll make sure that that gets taken care of
1:11:34
right now. All right, and then, I guess, I mean, I have so many questions, but I cannot ask them all today. I'm going through this, like I said, setting everything up. Okay, so when I imported my snapshot, which I bought a couple of snapshots from you guys, but my main SD AI snapshot, it's in the video that I was doing with Tom in the training videos, his snapshot has 19 different templates in there where my snapshot only has six. What's the difference?
1:12:19
Good question. I'm not sure what he had in that video and what what he was working on, but everything that that all the latest additions to the snapshot that we've done are available inside the training area. So the snapshot link that you see inside that training area that is the most up to date snapshot that we're providing for SD, AI, so it could be that Tom was testing some different things oftentimes, that he does do that, he'll, he'll build something out test it to see if it's, if it's worth building out or adding it to the training. That's, that's my best guess. But without seeing it, I'm not entirely sure,
1:13:01
yeah, yeah. And, I mean, I looked at it, and some of those workflows in that snapshot that he had, like I said, he had two pages, I have one page that is six. And I looked at his two different pages on the video, because I paused it and I let it scroll through, right? And a lot of those made a lot a lot of sense. I use GHL for another company I own, so, so I'm, I'm not a total, you know, whatever, when it comes to GHL, but it just just seemed to me, like, like, I said, you know, there were a lot of things in there that made sense to me. And then when I'm looking at the email templates that I had, it's like, okay, I only have six, and all they do is this, and he has 19, and they do all this and more. So I was curious about that. So I mean, could I, would that be a support ticket thing?
1:13:53
Or, yeah, you could, you could put in a support ticket? My best guess, though, is that Tom's like, he always does. He's just, you know, always testing SD AI is one of those things that's just ever evolving. I understand. Yeah, yeah. So that most likely, that's what it is. Stephanie, just put that link in the chat for you. So if you just use that link to go ahead and submit that support ticket, yeah, go ahead and do that. Like I said, from my understanding, from my knowledge, the the link, that's the snapshot link that's in the training, is the most up to date. I know. We've, we've released several updates to it, and since, since we released SDI, but I haven't heard of anything new again. But Tom's always working on stuff. So he could be working on something that that they're planning on releasing at some time in the future,
1:14:41
yeah, I'll pop it into the Yeah, well, whatever the offline shots, Facebook group, or whatever, I can put it in there and then so support ticket for that, I guess. Oh, that, yes, a funny one. So I took the basic program, I took the three months, the 97 bucks a month, and, you know, and I set up my agency account. Then I set up my one of my sub accounts as my actual marketing agency. But when I go into that, it literally next to it, it says closed slash one. Now I understand from GHL, from, like, I said, I've been using GHL for over a year with a different company I own. Like, if you you know that that that's a tag. So if you've closed and won it, it goes to a different I'm not sure why it would tell me that under my sub account,
1:15:50
are you somewhere where you can share your screen? We can take
1:15:53
a look. Oh, god. What screen is it? Let me see here. Let me go to apex.
1:16:01
Okay, so
1:16:08
that would be under, that would be under my agency right switch the agency view. And
1:16:27
you know what? I'm not finding it right now. Hold on so partners, where's my sub engine of sub accounts right here, and I'm on let me see which screen I can share this with you. Share. And then that's screen number three, all right.
1:16:52
Oh, okay, so So you see, and okay, it just popped up as I was I found it while I was sharing the screen. You see that Apex media, and then next to it that big, blue, rectangular thing. It says closed one. And I'm like, Why the hell does it have that?
1:17:11
Maybe I'm not seeing the right screen. Oh,
1:17:16
wait, that's screen three. Let me go back to I have so many damn screens. Yeah, I wasn't prepared for this. You know, you're not seeing that screen.
1:17:33
So I see, I can see you've got high level pulled up, and I'm under sub accounts. I can see Apex media, okay,
1:17:41
right and to the right place, right of APEX media, it says closed one.
1:17:47
Oh, I see what you're saying. Okay, got it? Okay, yeah, what is that?
1:17:55
I Yeah, because I yeah, that is from go high level, actually. So it means, like, this customer, like, that is a that lead is closed now, and you have, like, won that, right?
1:18:11
No, I understand that. I've been using go high level for over a year, and I own it, and I have for over 20 years. I own a small business lending company. I'm a lender, so I use GHL for that. And like when I, you know, in my opportunity section on GHL for my lending company, essentially, you know, it goes through the stages, and at the end of the stage, when it's when, it's first of all, when you win, win it. So it goes ahead in the opportunity section to the next level, and when, when you close it, and the deal closes and it gets funded, it goes to the closed section. And it's a whole workflow. So Apex media is my sub account under my agency account. Apex media what I does, what I created for to market the smart directory and so my again, my point is, why would my own company and my own sub account under my agency account called Apex media, give you a closed one situation. And I went into the workflows, I went to all that stuff, and it did not give into the opportunity sections. It didn't give me any indication on why. It says that sought. My point that I'm trying to make here is
1:19:37
actually, you know, this one is standard from go high level. So it does like, go high level has no idea like, this is your business sub account, or any customer sub account. So that is standard for each sub account.
1:19:53
Yeah, I think I think what high level is doing here, and I could be wrong, but I think that it. Have to do with something with the SAS configurator, as well as the agency dashboard. So agency there, they've been building out the agency dashboard, and they've been making a lot of changes to the agency dashboard. And I think because remember that the, you know, high level was built for marketing agencies. That's, that was like, that's, that was their first type of customer. That's really who the software is geared towards. And the idea is that, as a marketing agency, you would have, you know, potentially, hundreds of clients. Each client would have their own sub account. And when you create a new sub account, essentially, you have won that business. You have, you have, now, you know you've generated an invoice. You they have now become a client, and now you're creating a sub account for them, and that business is one, and I think it's probably going to be used again under that agency dashboard. So if you look on your left hand side, that dark blue menu right, so under launch pad, yeah, you just can't see it. It's covered up by that box, but right underneath that, it says agency dashboard, yeah, my thought is they're probably going to use that for reporting purposes somewhere in here, right? And this isn't even the newest dashboard. Oh, maybe this is the newer dashboard, but they're, they've been working on this quite a bit, so it might be something that they're looking to report on inside that dashboard. That's my best guess.
1:21:33
All right, yeah, maybe I can send them a question, whatever. So the pricing planning, Oh, one last, yeah, I guess this is one last question. I I use, you know, I go into GHL, into their AI, and their templates and all that kind of good stuff. And, you know, depending on the business, there's, you pretty much have to start from scratch. Was it was the templates don't really address maybe a certain type of business that you're doing. And I use, I have Manus like Pro and I've been using Manus since they first invited me aboard and before meta required them, what, two weeks ago, but I use them to build websites. And is there a way to import those into GHL or not?
1:22:28
There's not a direct import from Manus or any AI builder for that matter, right now. But I have seen, and I have tested myself using a the website builder, the Native website builder, inside high level, and using the code block so high level has a code block that you can drop onto any page, and exporting the HTML and full code from one of those AI builders, and then dropping that code directly into a code block on a blank page within GHL. And that works for the most part, like there's it's a little bit wonky sometimes, okay, but that, but you still can't take advantage doing that, though, you won't be able to take advantage of the building blocks inside of high level because you're, you're essentially just copying that code base over. But yeah, that I have experimented with that and played
1:23:19
with that a little bit. Got it all right. Well, thanks so much.
1:23:22
Sure. Yeah, no problem.
1:23:25
I'm out glad to help. Right? Sheila, you got another question? Yeah?
1:23:31
Hi, a couple of small ones. You know, when I upgrade someone to premium and they're not paying me, I can still do the premium through the back end right on my own. Yes, you can. Yep, okay, all right, good, thanks. Then there's another thing, where when you go to do the phone thing, there's a alert comes up saying payment method is missing. Add your client's card. So that's actually our payment, right? Because this is, this is our site, right?
1:24:09
How did you set up the Do you have? Do you have the what level of high level do you have?
1:24:17
Sheila, the thing for multi, multi sites. No.
1:24:21
The what? What plan do you have with high level I do? Are you on the $97 plan? The 297 the 297 Okay, so you're on the 297 what you can do? So most likely, what happened when you set up the the sub account, see if I can share my screen and show you here is it may have gotten set up on accident or turned into a SAS account, which I think can still happen, even if you're on the 297
1:24:57
just double check here. I.
1:25:09
So if re billing, yeah, if re billing accidentally got turned on, can we? Can you share your screen? We can just take a look real quick, yeah?
1:25:20
Yeah, um, yeah, this is my screen. Let me, let me go to share screen. Oh, that's the share screen.
1:25:31
Because, yeah, if you're, if it's your business, it's Yeah, and you're running it out of that sub account, then obviously you don't want to be charging yourself, or up charging yourself right for services, and that's if it's prompting you to add a credit card. It's probably because that happened. So if you go to the sub accounts on the left there,
1:25:50
yeah, okay,
1:25:53
and then find your sub account where you're getting that prompt.
1:26:08
Yeah, this one,
1:26:11
no, don't oh, shoot, Oh, too late.
1:26:16
Okay, let me go back. Yeah, go back. Okay. Sub accounts.
1:26:35
This one, okay,
1:26:38
okay, I'm here this one.
1:26:40
Okay, go ahead and just click the name,
yeah, and then go ahead and click on rebuilding there for me.
Enable. Rebuilding for this client, so it doesn't look like rebuilding has been enabled. Then,
1:27:11
vaguely I remember, from some training before, from one of these meetings, that they said, Don't it put only your credit card information, you know? So I don't know if anybody, like, Don remembers that, or what
1:27:27
your your credit cards already on file with high level.
1:27:31
So, oh, yeah, that's right.
1:27:34
Okay, yeah, so there's nothing you need to do there, because you're paying, you're already paying high level for their license, for a license, right? So your credit cards already on file for them. This is re billing. This is used for clients. So if you wanted to charge your client for usage, phone usage, email usage, all that sort of thing. So, but it doesn't look like it's turned on for this sub account. So that's interesting, that you're getting that notification, can we go and just look at that sub account?
1:28:03
Yeah, that just happened only when I was getting the phone set up, you know,
1:28:12
let's see, yeah, let's try switching into the sub account real quick.
1:28:15
Because, yeah, okay, switch to sub account
1:28:24
and see, right there, payment method is missing. Please add your clients card, resolve. That's That's what I was talking about. Shall I go to resolve and see, let's go to billing. So if you go to Yeah, billing dashboard, add payment method,
1:28:46
yeah, we don't want to do that, yeah. So,
1:28:52
I mean, I don't know what it is, but anyway, so
1:29:00
I don't know if I'm surprised nobody else got this, you know, then I have after this. I have one last question.
1:29:14
I'm just checking the billing settings to see
1:29:20
I don't think you need that unless you have a subscription or a wallet so you can just probably like, yeah, like a lead connector thing, right?
1:29:35
Have you paid for any other service through here? No, no no, like WordPress or WhatsApp or anything like nothing, okay,
1:29:45
nothing, because the, you know, they automatically charge me for whatever the phone and all that stuff, you know, right? Yeah, so do not.
1:29:56
She clicks Add payment. She can select it to. All the agents here.
1:30:01
Joe, okay, well, let's go. Go ahead and try that.
1:30:05
Sheila, but I think the question is, why do we have to do it if they're already selecting right?
1:30:12
So, yeah, no, don't do that. Cancel that.
1:30:15
Yeah, yeah. This is really odd. I'm not sure why this is showing for you, I would submit a ticket with high level, okay, rebuilding is not turned on for this sub account, so you shouldn't even be getting a prompt for this.
1:30:31
Okay, okay. Then the other thing that I last question was that, you know, in Tom's videos for the voice, he says, oh, you know, the A to P, they go high level has made it so easy for you, and so everything should be fine. When you go through it, they're asking you questions, like, you know, do you have this form set up and, you know, the calendar and all of that. And I just want to make sure it's all part of the the whole workflow and everything through the snapshot. So I don't really have to set up another one, right?
1:31:10
Um, I don't know if it is part of the snapshot or not.
1:31:18
Okay, I don't know. Would Ruchika or Ronald, somebody know, because, I mean, if it's part of it, we, you know, we don't have to set it up. But if it's not, then I have to spend the time to do it. So that's all,
1:31:37
yeah, I don't think it was included. Do you guys know Ron or rachika,
1:31:43
what was that? Sorry, Jason, forms
1:31:45
and calendars,
1:31:49
a form and a calendar for A to P I don't think that we included that.
1:31:54
No, okay, the form that we are using that is from the Contact Us or the register from the directory website,
1:32:04
okay, but we don't have a form that's specific for A to P,
1:32:09
yeah, because we have, we just have to show the opt in or the sign up from the leads. So we can simply use the register or the contact us from the directory website.
1:32:19
Right, right. Okay, so that, then that, then, in other words, it's covered already. Okay, okay, that's what I wanted to know. Thank you. That's it.
1:32:28
No problem. Awesome. Thanks, Sheila, thank you,
1:32:34
Doran, did you have a question? I saw your hand pop up there for a second, and then, No,
1:32:40
you're good. Okay, cool. Anybody else? Any other questions
1:32:47
we're getting towards the end here?
1:32:57
Yeah, Shelley, go ahead.
1:33:00
I just wanted to know if there's been a new snapshot update since October 25
1:33:08
um, good question.
1:33:13
If we go to that link, let me go ahead and pull up the link the date is, the date should be listed. Uh, Steph, can you just drop that link one more time? I'm like scrolling, trying to find it,
1:33:30
and I can't seem to find it. If you could just drop it for me real quick, then we can check the date On that perfect let's see.
1:33:51
Just logging in right now.
1:34:16
I There it goes. Let's see,
1:34:39
December 16, so yes the answer is yes. Shelly, okay, right here.
1:34:44
So, so how do we know that these updates are being made? I never got an email.
1:34:56
I believe an email should have gone out. I mean that that's kind. Of the that's the protocol. Anyway, an email should go out, and I think even a post, I think may be made. I don't know if anybody else on the support staff can can chime in on that, but I know we've, we've discussed this several times on these calls with Cameron, and I believe that's what should happen. I don't know if that happened or not on this one.
1:35:22
Jason, I think that was something internal that we were testing. I'm not sure if that is anything updated on the main snapshot.
1:35:30
Oh, got it, okay. Yeah. That makes sense. That makes sense. So, yeah. So if it was internal and didn't require a didn't require a notification to go out to everybody, then that makes sense, yeah. But anything major, that, when we do a major update, an email does, does go out, and I believe even a post gets made in school for that,
1:35:53
yeah, there was nothing for me. And it looks like there's a few other people that didn't get anything.
1:35:58
So, right? So it may. So my best guess it is, it's it was just something internal. Wasn't anything major.
1:36:09
But should we not update Shelly?
1:36:15
If you could go to SBA background, you're able to see a change log there. So each time we made changes, you'll get the latest update in there. So under smart directory, there's a change log, and once it's up to date, you'll also get a notification on the top right,
1:36:36
no more, no no notification. And where is it I go to see what you're talking about.
1:36:42
Ronald, it's on the upper right side. Hold on. I'm going to share my screen
1:36:47
real quick of what Hold on.
1:36:58
Give me a moment. They have like, three monitors here, okay,
1:37:03
I have no idea how to get to the SDA I app.
1:37:10
Are you seeing my screen right now? Like under this change logs, yeah, yeah. So you're able to see all the changes here. Latest update from the sbai side, right? Yeah. And then when you click here, oops, yeah, looks like this is not yet, updated yet, but yeah, you're able to see everything here. And then we also have a school community, so I provide some minor updates there, like, for example, last week, I shared an update for the plans that you can able to change the default feature plans. So you'll just have to keep an eye on that one as well.
1:37:58
Why don't you just send me an email? That'd be great,
1:38:01
absolutely I could ask Cameron to do it as well.
1:38:07
So where do I download the new snapshot
1:38:13
you're asking for the updated snapshot for the actual app, right? So it automatically updates your your snapshot, so you don't have to do anything.
1:38:25
So because I have a snapshot from October, I don't, yep, I don't have to do it. Yes. Oh, okay, it's just doing it without me doing Yes, yes.
1:38:39
So every every time we our dev push a changes, so we move it into a production so after that, then it should goes on all, all the accounts. So you don't, they don't have to do anything about it. So it automatically updates your account.
1:38:58
Well, that's good, because I don't want to keep downloading
1:39:02
no need, no no need, unless we do have a changes on the automation, something like that, if we have added like a feature, then you have to update the snapshot. But we're going to be providing everyone's an updated snapshot if you are required to do it. But in terms of the changes in the actual site itself, you don't have to do anything about
1:39:27
oh, okay, thanks. You're welcome.
1:39:35
Shelly. I'm just double checking with Cameron right now as well. So give me just one second.
1:39:52
Because, you know, I'm lazy.
1:40:24
Okay, I'll get a clear answer on that here in just a second. Shelly. Anybody else have questions?
1:40:39
Yeah, so Tara, go ahead.
1:40:40
Okay, so I just wanted to make sure I understood what Ronald just said in regards to the updates, and you're getting a clarification on that. So whether it's a snapshot or just the app itself, there isn't anything that we need to do when you all do the updates, or let us know that there are updates or and that you and if there is something that we need to do, you'll let us know. Correct?
1:41:08
Yeah. So for clarification, let me just backtrack real quick as far as the app goes, SD, AI app, right? That you install into your sub account, any updates that we do to that app, minor or major updates that happen. That all happens on the back end. There's nothing that you guys need to do, okay? So that is all automatic. The other the other update that we were talking about here was the snapshot that has to do with all the automations the land and the landing pages that are handled by high level that's separate from the app. Okay, I just confirmed with Cameron, even though there was a date change on the snapshot inside of the training which is and the snapshot I'm talking about right now is what contains the automations and the pages, the email templates, the pages, the automations, okay, all of those things. Even though the date was changed to December 16, there was no major update to that snapshot, and that's why an email did not go out to everybody. So there has been no change to that. If a change happens, if there is a change to any one of those automations email templates or anything there, we will alert the community and let you know you need to go to your members area and install the latest snapshot, but there has been no update, so there's nothing that you need to do again that's different from the app itself. The app is is handled automatically, the automations, email templates and those things. If there's changes there, we'll let you guys know, and then we'll instruct you, we'll give you that link. You just log back into your members area, you click on that link and just reinstall the portion that are the the updates that were made. You'll just reinstall those portions of that snapshot. Does that make sense? Does that clarify everything?
1:43:02
Yes, gotcha. Okay, perfect. Thank you.
1:43:05
Yeah, that's better. They should in the members area. They should put a date on that snapshot, just so we know
1:43:16
there is Shelly. If you actually click on that link, it will it opens up and there's a date right there. That's how I knew it was December 16, because I clicked
1:43:26
on you, got to click on it, but do that okay? Thank you.
1:43:33
And again it I just confirmed with Cameron. There was no change, and that's why an email did not go out. So no need to update. Everything's fine. Everything that you have is the most up to date.
1:43:46
Okay, that's very reassuring. Thank you.
1:43:49
Yep, no problem. All
1:43:52
right, guys, if there are no more questions, I'm gonna go ahead and wrap up this call. I'll give you guys just a couple more seconds if somebody has a last minute question. If not, we'll go ahead and just wrap up here. Thank you everybody for joining the call. Happy New Year. Excited to kick off 2026 and excited to see everyone's success here in the group. Thanks everybody for joining us here on the SDA, I call. We're here every week, so we do these calls every single week, and usually go about two hours. Sometimes we'll go over. We really like to just make sure that we answer everybody's questions before we end and the call. But we really want to, you know, continue to support you guys and help you guys through through any troubles that you're having, and see that you guys have great success using the SDI, SD AI app again. Thanks everybody for showing up. Happy New Year, and we will see you all next week. Take care, everybody.