Q&A call - January 27, 2026

Transcript

0:00
It's the SDA I call like always, we take your questions. So bottom of the zoom window, if you click the React option, it's little heart icon. If you click that, there's an option to raise your hand. Just go ahead and click the raise hand option if you got a question, and we'll get you guys in line. We'll start answering questions, and with that, Wow, looks like we got several questions. So let's go ahead and jump in she or Sheila, I think it is. Yes. Are you there? Hey, how you doing?

0:34
Hi, fine. Thank you. Jason, you um, you know, I don't know if you if they did something in the back end, but all my categories and everything disappeared. You know this, I remember Cameron saying that's not going to happen, but it happened with the menu. You know, when they did the menu thing. Oh, you know, I had spent so much time doing all this different states and regions and everything, and it's all gone.

1:08
Oh, man, okay,

1:11
Sheila, can you send me? Or actually, maybe it'd be better if you just sent it to Ron Ronald or rachika, if you could send them a private message with a link back to your site. They may already have it, but if you just send them a link, that'd be really good, and that way we can get a ticket added for it. Because, yeah, you're right. The last time I spoke with Cameron about it, they that the reason why they took so long releasing it is they were doing a lot of testing to make sure that that didn't happen. So if there are a few cases where that did, obviously we need to know about it, and we need to figure it out and get it fixed for you. So okay, if you can

1:51
add another quick thing, sorry, were you saying something? Okay?

1:56
I was just gonna say, yeah. Just make sure you you send it over to Ron or rachika, and we'll get it taken care of for you.

2:03
Okay, okay, I'll do that. And then the second thing is that, you know, we had talked about updates in the snapshot several times, and you know, I in the last time, that was two weeks ago. I saw a message from Dawn saying that it was updated December 10, or something like that. Now they were, you know, remember, we had talked about them sending us an email, because otherwise it's like you have to go there and check like every day to see when they update it. You know, that's something to remind I think, you know the group that's all

2:47
the last time I checked, so I don't know if it was two weeks ago that, yeah, that that came up. I did have a private conversation with Cameron about it, and he told me that there was, there was no update, and that's why an email did not go out. But, yeah, I'm pretty sure, even though the date was updated, it may have been something, maybe they changed the name of something in there, but there was nothing that was substantial enough that required you to actually update your snapshot, and so that's why I believe an email didn't go out so I

3:22
appreciate it. Thank you so much. Yeah,

3:24
no problem, Sheila, yeah, anytime. Right. Jack, you're up next.

3:32
Can you hear me? Can you hear me? Yeah, we can hear you. Great. Got a few little questions here. First of all, I'm gonna share my screen. Why is that happening?

3:46
Share Screen. Share Screen, one, two or three. This one.

3:58
Okay, can you see my screen? Yep, I can see it excellent, okay, if I go to this one,

4:10
this listing here, it has a two at the end. See scattering wide two.

4:21
And when I go into the actual listing, it's not there.

4:33
Was it present in the URL as well? I didn't check.

4:40
Nope, it's not in the URL, okay? And we go into businesses and even into get over to edit, and

4:57
there's no other listing with that name.

5:00
No, there is not,

5:07
you know, business details is where that's drawing it from, right there? Isn't it,

5:13
I would think, and anyway, but it's not there. So, yeah,

5:19
can we just check the contact card for it.

5:24
Oh, like in the actual

5:27
Yeah, in contacts, inside, inside, high level I

5:57
not pulling There one last place would be business name,

6:02
and that is in general info, or, I think there either,

6:09
yeah, okay, interesting,

6:11
yeah. Can you try to rename it

6:14
here? Or in both,

6:17
trying to contact instead, yeah,

6:19
in the contacts and in their business name, or up at the top

6:23
the first thing up up here, yeah, okay, let's just take out that. Yeah, remove the white, because I can always put it back later, yeah. And then you have to go down all the way to click Save. No, it should auto save. Yes, yes, that's auto saved. That's an auto save. Pulling it from somewhere weird.

6:54
It might be cached here. So just try one more thing for me. Just click the Click this icon right here. Click where, right up there. Can you see my what I'm circling? Oh, yeah, yeah, right there, yep. And then just click cookies and site data, and then manage on, manage on device site data, and then just delete right from there, yep. And then hit done. And then when you do a refresh, just hold down the Shift key on your keyboard. Should pull it Okay, so that didn't work.

7:42
Okay? Okay, I'll throw in a ticket for this, and it's not a big deal, you know, it's the only one that's doing it.

7:49
Then on the let's go back to home here

7:55
the free listings, they have the little picture. But when you go in there. I thought the little picture would stick there. And why is it? Yeah, we graphic and not finding it.

8:09
Yeah, we were just discussing this right before the call. This is a bug. This is a known bug that the team is already working on.

8:14
Okay, so, okay, well, yeah, when you figure it out. And one last thing is, and is in this one go into to do settings, workflow, mapping,

8:34
oh, that didn't there new claim request. I think there is one for that to do new claim request. But what do I do for news feed created?

8:50
As far as I new news post added? Or is it business? Added news?

8:54
No, there's no Go ahead.

8:57
Ryan, yeah, I think this is still under QA so there's one of these created. So that's one of the blank.

9:05
Okay, yeah, I just was checking those to make sure, because I did the snapshot update and I wanted to make sure these were didn't get messed up again. But those are the only two that were blank.

9:17
Yeah, we'll let you know, guys, once it's ready. Okay,

9:21
yeah, no problem. Hit Save there, Jack, yes, I just did okay, perfect. Got it. Okay, yeah, cool. Because, yeah, I just did the December snapshot update today, and I checked everything around and and those were the few things that were not quite working. Well, that's it. Then I'll wait on that image graphic, and I'll wait on the two at the end, I'll put a ticket in for the two. The image graphics, are we going to be able to to set one that is works across all listings? I think we talked about that at one time, like rather than this graphic. You know, can I make my own custom and it'd be nice to have it right in the settings, you know, custom, free listing, graphic, or call it whatever you want. You can upload it, right?

10:11
Yeah, yeah. I know, yeah. Go ahead. Ron, sorry, sorry, Jason, yeah, we had no we have an open ticket for that. So it's a feature, feature request, and it's still under review, but, yeah, definitely, I think of rub it. So we'll just have to wait for the next update.

10:29
Yeah, okay, that'd be great. And then I would assume that same graphic that, you know, we'd be adding would also go inside here and show up there, you know, add your listening to Saskatchewan wide, whatever graphic you want. Okay, correct. Along with that, it would there be a, you know, since you're updating this space, or even if you could somehow, again, put a message in here saying, if you own, you know, you can claim this business is way over here. It'd be great to have, you know, even just even a warning, if this is your business, claim it now and get your information correct. You know, a little more in your face than this over a year, okay? Or any unclaimed businesses, that would be an awesome thing. Yeah. So then people go in and, you know, the mini golf owner goes and looks, oh, wow, I can play my business. But he'd go in here now and just go, what do I do? Who put my business up? And he might not even see

11:29
this, yeah? Like, like, a message banner, right?

11:33
Yeah, a message banner, you know, fairly prominent, I would say, right, even above the placeholder graphic. Although, you know, I would create a placeholder graphic that would advertise the site and claim your business. Now, but it's fairly generic. I'd want a good, strong warning here. If this is your business, claim it. Maybe even something. We can customize a little bit of text field that gets put in a little yellow banner across, right here. Okay, okay, thanks, guys,

12:05
that's it. Thank you. Yeah, the

12:07
other thing jack that you can do, you can still create your own placeholder image. Right now, it's just by default. It would like, if you just added a business, it's not going to, by default, use that until we get that update across. But you could create your own image, and you can just add that to any listing. And you could do that even through in through a I think we can do that through a CSV upload as well. Okay, so if you just went to Canva, just created your own and then when you go to create your listings, you could upload it, that same image to every new listing, right? Could that could be your own custom

12:54
placeholder image?

12:56
Okay, so would I, I guess I would download these through contacts, so that I would then have the, you know, download a CSV so I know all the ones with free listings that do a smart search, and then, and then in there, there would be a column for that. I put the URL for the graphic, and then re upload it with all the same information,

13:22
and then I would upload that graphic into the media library inside high level and then just grab the link from there. Yeah, so it's a little bit, a little bit of a manual process. It's not perfect, you know, obviously, we definitely want to get that feature added into SD AI proper, but that's a way around it.

13:44
Okay, okay, I'll maybe play around with that, see what it does.

13:49
Cool, awesome. Okay, Hey, Jason, thanks. Before you go on, Jason, before you go on. Lars Mullen, I believe in December, put a post out in the school community about how to dynamically change that default image that was came up in one of our discussions in December,

14:07
cool. Who did you say? Lars.

14:10
Lars Mullen, I believe is, yeah. Lars, December 25 just look for, do a search for default images, and you'll see it

14:22
replace default images. Are you guys still seeing my screen?

14:26
Yep, yep,

14:28
I think that's the post. Okay.

14:37
Chat. There.

14:43
Yeah, how is he doing it? You remember

14:47
an automation? I believe an automation.

14:49
Okay, yep, awesome.

14:53
Sorry, Jason, I just thought that'd be

14:55
helpful. Oh, that's awesome. Thank you. No. Appreciate that.

14:58
Who was that? Very helpful. This is Chris nit,

15:04
oh, Chris. Oh, thanks, Chris. I You talk so fast I couldn't tell who was talking.

15:11
Awesome, awesome. And Jack, it looks like you just shared that with the group in the chat. So anybody else who's interested in that link

15:18
to the loom video that Lars put together in the community. Jack, just dropped that link in the chat so you guys can go ahead and grab it from there. Cool. All right, Jack, well, thank you, and thanks, Chris, anything else

15:34
that's it for me, we're going on. Awesome. Cool.

15:36
All right. Eric, looks like you're up next.

15:40
Hey, Jason, hey, how? How do we change? And I have an idea what the answer to this is, but I just want to hear the official answer, how do we adjust the order of or how do we place the specific listings that we want to show up on the Discover our featured listings and discover our free listings widgets on the homepage. How do we pick the listings that we want, and how do we change the order?

16:10
It's just a drag and drop. So if you want to share your screen, we can jump into it real quick, one second.

16:31
Okay, can you see? Yep, there you go. So go ahead and just select a couple of those businesses right there on the on the left hand side.

16:39
Just yeah, tick the list, and I'm in the all account section, right, right?

16:44
And do you see the Reorder button that just popped

16:47
up? Yep. So if you go ahead, should I select them first?

16:51
Yeah, and then you can go ahead and tick the reorder.

16:56
And what that's going to allow you to do is drag and drop those.

17:02
Okay. So if you select, if you hover over this little icon right here and just grab it with your mouse, you'll be able to move that listing. Okay.

17:13
So for listings that are free, it should correspond to this this order. For instance, if this is the first premium listing, then this will show up in the featured listings.

17:27
Yeah, I can't remember, because

17:30
what I was wondering, as I see, this seems to have a totally different order under free account. So it is like, does this free account section correspond to the free listing

17:42
supposed to, I think there was a bug, though I'm kind of remembering that now. But yes, it's supposed to, like the premium accounts, the free accounts. Do you guys? Do you know if that ever got sorted out?

17:58
Sorry, I was working on it. What was that? Again,

18:01
it's okay. So there was an issue. There was a reorder issue. Remember, I think it was Lars actually that had that issue

18:11
where he was trying to reorder premium and reorder his free listings. And so we have the reorder functionality on the back end. But had, did that get updated? Do you know?

18:25
Oh yeah, that was fixed. So actually, what was, okay, yeah, what we're working on is this all accounts. So when you try to, like, reorder this too, it works. But when you go to all accounts and use this, it doesn't. So that's the one that we're like, kind of improving,

18:42
okay, so just to repeat back my understanding, so if I want to change what's in the free widget, the free listing widget work in here. If I want to change the featured listings, go in here where it's Premium accounts.

18:57
Exactly, yeah, right now this all accounts doesn't function. Doesn't function at all. Yeah, when you try to reorder here, okay, because your next

19:07
question is going to have was how to affect the order on category pages, like, how I if I want to change this order or pick which I want to show up on the first page? Do I have any control over that?

19:19
Not yet. But we're being we're also working on together with the old accounts.

19:25
Yeah, that's something. Okay, is that like a bug or is it? It's a feature request, it's a feature request. Okay? So right now, if I create a category, what I have, what shows up on the first page, I got to take what I've got. There's no way if I want to pay a listing is my number one listing, and I want to say, hey, you'll be at the top of the category page if they're not on it by the automatic whatever SDA automatically gives me that I have no control over that.

19:53
Not yet. Yes. Okay.

19:56
The next question I had is, and I. Can't remember who I was working with on the support team on this, but you probably recognize me. Where we had the issue, where the all accounts. Let's see where was it? If it was it in, I guess it was the free listing. Basically what happened is this was not functioning, and I guess it was the shoreline plumbing wasn't showing up, and the free listings, even though I had listed it at the top up here, and support, had to delete my app and reinstall it. And that's what finally fixed the bug. And my question is, if that happens again, and it's something where I need to do that my is it something that I should attempt on my own, or is it something that I should only like if that bug happens again, can I attempt to fix it on my own? Or do I have to have for something like deleting and reinstalling the app? Is that something I could do on my own, or is it something I need support

21:00
to do? You can do that on your own. That's actually super easy. Did our team give you instruction how to do it?

21:11
And not that I recall, I think they just went and did it for me.

21:14
Yeah, just please go back to the to the site builder at the back end,

21:21
and then Just go, yeah, there are the app marketplace, installed apps.

21:49
Going to Yeah, and then just click that uninstall. And then after that, just click reinstall. That's it.

21:58
And then, and then all my listings will still be there, and the content, the theme, will still be there. Yes, okay, final question, and then we'll get back to time. I noticed there were some changes. We talked about this on the call with Dorn. I'm not sure if it's here now, but we look noticed there were some changes to the acknowledgement section down here, where this new DND section has been added. And I just wanted to understand what like, what function this has, if anything, does it like mark them DND and GH in their GHL, contact, like, what? Yes, what function does this serve?

22:45
Okay, so it automatically, so once they like, check the consent box. And let's say this is checked, sorry, okay, this is checked. So it automatically give them tags to be in the SMS.

23:04
Okay, so with the idea of that is right now this language is the first one is that they have to acknowledge they're the authorized representative of the business, and the second one is opting into both text and voice calls. So that's an opt in rather than opt out. So this would be something totally different if we had a saying, something saying, I don't want to be contacted like another, like using this to create another line, like, what, what case, this is more of a strategy question, I guess. But like, What, When? When I use something like this, is anybody? When we use

23:42
this, yeah, yeah. So you're going to use something like this initially when you go to apply for A to P, so you'll have this. This will be so you can have those proper consent boxes on the forms within the SDA I site. So when you go to apply for A to P and get approved so you can begin sending text messages. So that's part of it, because currently, right now, the work around that we have is to just create a custom form inside GHL with consent boxes with the proper language. Here we're giving you the option to be able to control that now. And I believe this is still in QA. I don't think this is actually launched yet. So this is a, this is a very new feature, and as soon as it does, as soon as it goes out of QA, you guys will be notified about this. But, yeah, I believe this is still in QA, hasn't been officially launched, but essentially, yeah, you'll, you'll be able to control those consent boxes, mainly for A to P, and then, yes, if somebody opts out of any type of marketing that you're doing in the future, then any message that gets sent, any email that gets sent, then the idea here is that it will automatically mark that contact as D and D inside GHL under the Contacts section. And inside GHL, so that if they're already, if they're in a sequence, if they're in an automation, or if they're in a marketing campaign, an email marketing campaign, you don't have to go digging for them and remove them. They just won't get the message right, because they're automatically marked as DND for that channel, and so they won't receive that, that marketing message.

25:25
Yeah, it makes sense. Okay,

25:29
how about ATP requires? Okay, yeah, go ahead.

25:32
Tag, yeah. I'm just wondering. I've always been wondering about this functionality, this opt in voice AI calls. I don't see that tag in my GHL or my SDI app. Is this a, like, a back end thing that only like the back end of SDI app has, like, what does this? What is this doing?

25:52
So again, like I said, this, this feature hasn't fully rolled out yet, so I can't tell you exactly how it's going to function. My, my guess is, though, that, again, this is another opt in, and what, what it will do is it'll be controlled by so what's great is, like, you know, the tag system inside GHL is already built out, and we can control, we can either trigger or run actions based off of tags, either tags being added or tags being removed, that's that's already native inside the GHL system. So SDI is just kind of taking advantage of that, that functionality. And so my guess here is that, again, it's going to be an opt in on the front end of the site, a little checkbox that somebody when they sit, when they set up their account, when they either they become a, you know, they claim their business, or they add their business. This will just be another Consent box that they can opt in for, and then that will control an AI voice agent that can then dial out and make calls. But now that person Okay, now because you received consent, now you are 100% compliant, right?

27:04
So, right now this does so right now this doesn't do anything. I don't believe this tag is not real, and that's fine. It's not. I'm just curious one, okay, okay. But what it's worth you know, I originally was trying to not make this required the second one to say, like, if someone doesn't want to get text messages, I don't want to force them to opt in, but I would not recommend to make it unrequired, because I was finding that it was still sending text messages when I was running tests when I didn't opt in. Like, the workflow, the built in SDI workflows they do not see, they will still send text messages no matter what you do with this. So you might as well, I think you have to leave it required is that the current setup that you basically have to like, there's no, there's no way for this to be optional at this point, given the like, the, I believe, the prospecting workflow and one other workflow that has SMS included, like this, basically, yeah, you have to make this required.

28:10
So technically speaking, it shouldn't be that way. No, it should be an option, you know, A to P and like, they're like, they're like, the language that they give that it has to be optional somebody. You can't force somebody to opt in to SMS or force somebody to opt in to email. So again, I think this is still part. Again, this is still in QA. So I think I don't believe that this part has been fully worked out, but it should the way that it should function would be to allow you to either mark it as required or optional, to be 100% compliant, it should be optional, and then if somebody checks it, then yes, you're allowed to send messages. If they don't check it, then you shouldn't be allowed to send messages, and that if it, if they don't check it on the back end, it should automatically mark that contact as d, and d, if they do check it, it should, it should do nothing and just allow messages to be sent. Do you

29:12
understand what this form is for? It's for someone creating an account with so if it will block them. If they when this is required, they have to opt in to text messages if you uncheck it. The idea is that they can still create an account and not check this, right, correct. Okay. What happens today? I am, yeah, I you can uncheck it and it will be it will allow you to create an account. What I'm saying is that the SMS and the built in SDA workflows that contain SMS, there's a few of them that contain SMS messages. It still sends it. They will, they will still send them. This form isn't sending anything when they this information, it's not doing anything in the GHL contact. I couldn't create a filter based off this if I wanted to. Is what I'm saying. Like, even if I wanted to go in and fix the automation to say, only send SMS, don't send SMS to people who hadn't checked this, it would still SMS. It was still send them, which is a total violation of, you know, SMS permission. So, yeah, I'm just putting that on the radar because I, as far as I know, as far as I can see, I'm please prove me wrong or tell me how I'm wrong. But I I really need to keep, keep this required, because otherwise you're gonna have people, you know, signing up, creating accounts, creating listings, saying, No, I don't consent to get SMS, and they're going to get an SMS basically, immediately,

30:40
yes, I think that's what they're going to do, is they're going to cancel the SMS part, and that person would only use email, like, when this is built out properly.

30:52
Yeah, I hope so it's been this way for since I signed up. So yeah, I hope that there's a fix here so I get

30:58
this is in development.

31:01
Yes, this is in development. Yeah, okay, so to answer your question, leave it checked for right now, until it gets fixed, and then yes, it will be optional, like, once everything's fixed, you have to give people an option, and you can't force them. You should not be forcing them. But as it stands right now, there's nothing to if you, if you uncheck it, there's no way for us to, like you said, there's no way for us to filter those out in an automation. So just leave it checked for right now until we get it fixed. And then, like I said, I think that that portion is still that's under development.

31:41
Yeah, cool. All right, that's all my questions. Thank you so much. Really, yeah, no problem. Eric, quick

31:48
question follow up on his category question on the like individual pages that we can't control them. What does control them now? You guys know,

32:01
I'm not sure. Ron, do you know, or rajika, you can you guys weigh in on that.

32:07
You mean the reorder on the categories? Yeah?

32:10
Like, yeah, you look at a page and write the order and why? I'm like, It's not alphabetical order. Yeah, right? I don't see alphabetical I don't see anything, right?

32:20
I just took a note here, and I'll discuss this to Cameron,

32:25
yeah, like, if we kind of knew how it was controlled, we can maybe tweak the system, you know, tweak the listing something exactly, but, but that's what, until we know how I'm looking at a few of them, and I can't see any rhyme or reason to which one is in there and which one's not?

32:41
Okay? Yeah, I'm seeing the same thing there is. It's not alphabetical because they're completely out of order.

32:48
So as far as previously, there was like a sort button there. But I don't know what happened, but I'll just ask Cameron and discuss it with him. Okay, okay. Awesome.

33:03
Thanks, guys. Good questions. Carlos, looks like you're up next.

33:07
What's up everybody? Hey, I'm new. I'm new to the Zoom I've been I miss it all the time, and I'm happy I'm actually catching you guys. I got two questions. Question number one is I get this red thing popped up on my screen, so you need to reinstall the app to apply the new menu builder changes. I can't find it and that, and if I did, I don't want to mess it up. So can you tell me, where can I really start it without deleting everything that needs to be that that, you know, I don't mess up anything in my end. Sure.

33:43
Do you want to go ahead and share your screen? We can take a look here.

33:52
Can you see my screen? It's this right here.

33:59
All right. So if we go to, should go to the app marketplace. So if you click on, yep, right there, app marketplace, perfect. And then installed apps, I'm

34:23
do we need to reinstall the app to make sure all the new stuff is working? Is this a requirement,

34:31
I think, for the new menu builder, Ron? Was that required for the new menu builder. Kind of think it was, if I remember, right?

34:46
Yeah, you have to, like, reinstall the app once, but if it's not gone, then we have to, like, double check, I

34:54
haven't reinstalled mine for months, but I do have the menu builder where you can I. Move things around.

35:01
Oh, it did. So it worked for you?

35:03
Yeah, I'm wondering if there's other stuff that maybe didn't work, or maybe it's just some stuff behind that's going to screw up.

35:11
Yeah, that's what I was afraid of, too. Because I can get to the menu builder in my back, in my end, but then every time I go back, click on businesses at the warning still pops up.

35:23
And did you try to, like, reinstall the app

35:27
or not? No, I didn't reinstall the app because I was afraid I was going to lose everything. Now they gave me warning sign,

35:33
yeah, don't worry about it. So regardless, if you reinstall it, nothing's gonna lose so it's all

35:39
good. So I'll just click re, install, yes,

35:42
yes, please, and then okay, just like, install again, yes, allow, Go to free. Yep.

36:21
And you have to refresh the actual page, yeah, so just click refresh now, or Yeah, that could work.

36:36
Alright, so I'm gonna go back to this month about the AI. Okay, businesses, okay, it's not there anymore. Alright, cool. That's handled now the next one, I've been having a hard time connecting my phone number to the A to P thing. I did it numerous times. I talked to I actually did a zoom with customer service on go high level, and it's still doing the same thing. I cannot get it through to do this, the SMF message.

37:09
What? So what's the issue that you're facing?

37:11
It keeps saying, it keeps spelling it. And then when I go back, it's it goes, takes me back to, like, the text message part, and I copied all the the code they told me to do, and I put, I paste it, and I save it. They told me that it's going to wait like it's I'm gonna just show you it so make it easier.

37:31
Okay, perfect,

37:34
because it's really bugging me out.

37:41
Look, I click on start now and key some the campaign status and he's talking to resubmit it.

37:49
Well, hang on, let's, can you go back and just see if it gave us a reason. So if you click up here, oh, sorry, go back, yep.

38:06
Okay, so it didn't give us or doesn't show that there's a reason here. So brand status guy, so it's just campaign. Click on Learn More. Let's see if there's if it gives us a reason under that? Nope, let's just directly do an article. Okay, yeah, they just changed this. They used to give they used to show you the reason why it got rejected. It looks like they've removed that. Can you scroll down just a little bit. Let me make sure it's not anywhere else on this page. Yeah, I don't see it.

38:38
Okay. What about clicking on rejected?

38:46
Oh, here we go. Let's fail your reason. Okay, campaign submission has been reviewed. Was rejected because of provided opt in information. Okay, so what is the where's the opt in form that you're sending them to inside of when you applied for ATP, do you have a link to that opt in form? Well, they

39:06
opt in for the directory, the business thing. Oh, I just don't know, because what that's what go high level was telling me to do when I was speaking to one of the customer service.

39:23
Yeah, I don't think Can you click on brand and campaigns? Here for me, real quick, let me just see where what you've got and then click on campaigns.

39:41
Click on messaging up here

39:48
and Trust Center,

39:56
click on resubmit. Let's see,

40:17
okay, yeah, I can see it. So this is the link that you're using. Can you open that in another tab? Let's just take a look at that real quick. I

40:43
it opens the plant. Okay, so

40:45
that's part of it. That's part of your that's part of the reason why it's getting rejected, because this, this doesn't lead to an actual form with opt in language. So that's that's a problem. Go back into SDI, or Yeah, SDA. I again. Next thing that I see that's a problem, this right here just says company name that that has to have your actual company. You can't just use company underscore name there, so that should be updated to show your company name.

41:17
Yep. Not see it out there, just right now, I was like, I've been trying to figure out for months. I've been doing this since the ending of August. So I and then, because school started, because I work in the school system, so every time I try to catch you guys, I'm too late to go on the Zoom. Y'all just finished when I started these things.

41:42
All right, I'm glad you're here now, so we'll get

41:44
you, yeah, I'm so happy you're you're not happy.

41:48
So click on, click on, go back right here. And then what you'll do go to sites

42:00
and then do smart directory.ai. Here. Okay, actually, you know what? I don't want to put it in here. Let's, let's hit the back button real quick,

42:18
before we got before we know i You just got me another question. I'm sorry. So with the um, the four steps, do we need to edit the other three, like the about message and the Contact Us one

42:30
or everything you can't the content on those pages. Yes, okay, yeah, you can customize those. I'm sorry. You know what?

42:40
Actually, maybe, maybe would be a good idea to add it in there. Yeah, let's just do that. Let's go ahead and click on smart directory, and then let's add a page. So click right here, add new step, and let's do, let's just name this SMS, opt in.

43:02
Okay, and then go ahead and just click Create funnel, step,

43:11
perfect. And then we'll click on Edit there.

43:21
And go ahead and click on sections. And just drag a full width section in here, and then click, click the plus option here. And then let's add a form to go down to do you have a form that you've already created or No, have you not created? Okay, so go ahead and click on Create new form, add that in there. You'll just have to click and

43:53
drag it in. I'm sorry, like, I don't know how to do this part. That's all right. I know I was missing, saying I was trying to figure out what it was made me go crazy. Okay, so this is

44:10
what you're going to have to customize. All this language right here. Okay, okay, go through that.

44:19
Yep, what I put in the campaign right here,

44:22
it says Use Case from campaign description. So I'm trying to remember, like, what if you look at inside high levels documentation, inside their knowledge base, they have like, example language that you can use there. But essentially, it's like they want to know what type of camp, like marketing you're going to do, how many messages to expect per month, that type of thing. And there's like specific way to say it. You can even just Google, you know, SMS, opt in language, and essentially that's all you want to replace that with. You just want to put your business name and then what. To expect. And then in the second box, the same thing, your business name, right? And then you're going to use this form. This is the link once this goes live on your site. This is the link that you're going to use when you go to apply for A to P, not the plans link. So right now, you're sending people just to choose a plan, to opt or to purchase a listing on your site, you're going to you're going to share the link to this page that contains this form.

45:30
Got you that makes sense? Yes, it makes a lot of sense. Thank you.

45:34
Yep. So once you finish all that, then I would resubmit and it should go

45:39
through. Okay?

45:43
Awesome. Thank you. The

45:44
other thing, let me scroll down for me real quick. Sometimes they add it okay, they did, okay? Yeah, they do have privacy policy down here in terms of service. Go ahead and click on those for me. Make sure that those are going okay. Those aren't. Those are going to, example.com, so, yeah, you'll make you want to make sure that those go to your privacy policy and your terms of service page.

46:07
I got you so I forgot where that where I could find these. I

46:21
don't know. Do we have this

46:24
or in the funnel?

46:26
Oh, that's right now. They're a page on the funnel, so go ahead and close that box

46:35
and click on back. Yep, go back.

46:40
You can always come back and just re add that form right there in terms of service and privacy. Okay, so that's where you can make your edits. Make sure that your company name is in there. Okay.

46:56
Okay, I got you. I'll work on this too. Yep. All right. Thank you guys. And then what

47:05
you want to do is you'll on that form. So you know how, when we clicked on privacy policy at link to example.com you'll want to get the link for the privacy policy and and terms of service and make sure you link that in the form.

47:21
All right, so the link, can I take the link that's right here?

47:25
No, because you'll, you'll want to grab, if you go to your site,

47:31
it should this site like your actual live SDA, yeah. So if you go down to the bottom, should be a live link for both terms and privacy. There you go. That's, that's the link you want to copy, right there.

47:44
Cool, but I have to fix this. I just noticed that the date is wrong.

47:47
Yep, yeah. You'll, you'll get all that updated, then you'll link. You'll, you'll copy this link for privacy policy, and you'll copy and then you'll go to terms and do the same thing, and that's what you'll paste onto the form. So you'll connect the word, you'll hyperlink the word privacy policy in the form to that link right there. You'll do the same for

48:05
Terms of Service. Okay, got you.

48:10
And then just update these pages, add that form, and then when you go to resubmit, just make sure your business name is in there. I know we made that edit. I don't know if it's saved or not, but just make sure you go through each message. Make sure there's no like merge fields that say company, underscore name or things like that. Make sure that your your company is in there, and then replace that plans link with a link to where this form lives.

48:36
I got you. I will take care of it.

48:38
Thank you guys. Awesome. Anything else,

48:41
Carlos, that's it, perfect. Next one. I'm gonna put this on on my calendar. That hat,

48:50
awesome. Thanks, Carlos, regarding that

48:54
door mentioned Dorn mentioned erasing the bottom one about marketing and promotional messages that sounds like, how would we do that?

49:08
Erasing the bottom what I'm

49:11
following checkbox and information where it says, By check this box, consent to receive marketing promotional messages

49:19
that bottom part. Oh, just remove that entirely.

49:23
He mentioned that in the text of wondering your take on that and how we would do that if needed.

49:30
So I did this. I did a test on this. Probably, it's been a while, it's it's probably been a year, maybe a year and a half ago, something like that, where I was because I was registering a ton of phone numbers at the time, and

49:47
I tested registering numbers with and without marketing language and. I wasn't, I wasn't entirely able to attribute deliverability to just that, but I did see a drop in SMS deliverability. And so I stopped doing that all together, because initially I did do that so that I could get phone numbers approved quickly, or more quickly, and then I started to see an issue. And so then that's when I did I ran a test. Now, things with ATP change all the time. Like I said, full transparency, I did that a long time ago, so I can't tell you whether that that still holds true today or not. And full transparency. I wasn't actually able to attribute, fully attribute, making that change to an increase in deliverability, but it was one of the things that I changed, and it seemed to work. So I've just stuck to it, and I've left marketing in there. So okay, and so I don't know if that really answers your question or not.

51:06
Yeah, it helps a lot. Thank you. And for the purpose of just getting accepted in the beginning, then leave it I guess, huh?

51:18
I don't know. I mean, I guess it all depends on how you envision using SMS for your business. You know, if you do envision using it to actually send marketing message at some point in time, my gut tells me, leave it and just comply with it, because I believe that they have software that's monitoring the messages that are being sent, the content that's being sent in these messages. And if you tell them, when you register that, hey, I'm not going to be sending these types of messages, and then in the future, you end up doing that, I just think you're opening up a chance to be, you know, basically shut down, like, they'll come in and say, Hey, like, this is not what you signed up for. You, you know, you said these were just transactional, and now you're sending marketing messages, right? So I like, I'm, I'm kind of of the rule, I fall I'm more kind of conservative, and I try to follow the rules a little bit more. That's just, that's just me by nature, but especially when it comes to business things like this. Now for myself, I would, I'd be more than happy to experiment with it, but certainly with a client account. I know I'm kind of talking about all of this in, you know, one big context, but like, if you're filling out and doing ATP for clients, 100% always, you know, add the marketing content there, because you don't know what they're going to end up doing in the future, and you don't want anything to come back on you you know, if they indeed did, if they indeed Did, get shut down at some point in time, in the future, but my gut again, just circling back around. My gut tells me if you're gonna, if you think you might send marketing messages at some point in time, then I would, I would recommend leaving it if you know for a fact you have no intent on doing any type of marketing, SMS marketing, and these are strictly transactional meaning, like, you know, welcome text message, appointment reminder, type text messages, things like that, password resets, you know, more transactional type stuff, nothing to do with marketing, then I would say, leave it out.

53:43
Okay, great, thank you.

53:46
So hopefully that was helpful. Hopefully I didn't confuse anybody there. Okay, cool Mark, did you have another question?

53:59
Hey, Jason, I didn't ask a first question. So this would be my

54:03
I got you mixed up with somebody else. I'm sorry. How you doing

54:07
today? Hey, I'm doing well. How's it going?

54:11
Going? Well, yeah, how can we, how can we help you today?

54:14
I am sharing my screen right now. So, yeah, I had just a couple, a couple questions. One of them was, and this is small potatoes, one of them was the profile image. And I noticed that, you know, even in the one, one to one ratio. So for this example, Hawaiian brothers, my original one that I wanted here, that my little thing built was this one has a little white space in it. Like I said, this is small potatoes. But I noticed that if you try to use any image in this profile section with white space, Let me reduce the size of my screen so I can't get my. Button. There. There we go. So if I go ahead and apply crop and I've got the crop expanded all the way, if I apply crop and then update, I lost my button again. Well, my nav bar for this Zoom meeting is right on top of my button. But oh, so Okay, let me see how I did that. The end result, basically, is, there's white space in an image in the Profile Editor. What it does it It whacks out the editing a little bit, and it starts cutting off the vertical, up, up and down. Horizontal. Seems to be fine. I don't know if that's a, you know, like anything that I can do on my end to fix that, or that's just kind of part of the system.

55:50
Can you click on the Hawaiian bros Island grill, the live listing there? What does the live listing look like?

55:57
Okay, and so you're saying that when you include that padding around the image, that the top is getting chopped off.

56:09
Yeah, yeah, it is. So if I can get to the button, I could update it and show it to you. Let's see, should

56:16
be able to just drag that zoom window out of your way. Okay, the top of the screen, there you go. Got it? Okay?

56:23
So let me go back to the profile image

56:27
refresh. Oh, I see right there. Oh,

56:29
yeah, okay, it's not a big deal. It's just something that, you know, I didn't know there was anything I can do on my end. It just seems to be, you know, auto editing anything with white space in it.

56:41
What happened? Can you just go ahead and click on that live listing again? Now? Okay, yeah.

56:50
So, so what I'm doing, just my strategy is, for the free listings I'm giving them, I'm populating basically a free profile image. But what the system does, as you can see, it takes your profile image and pops it into the cover image as well, which is fine with me. I really don't care, because it's, it's a free one. I just want to, you know, add a little more color to the directory.

57:11
So I think what's happening. So if you go back to that general page that lists all the all the listings, it looks like the the image that you're using, yeah, it's a it's a perfect one to one. But I think that space is is not, it's not a perfect square. It's just off. So if you go back to go back up here, that page. Oh yeah, the next one over. There you go. I thought that was it. It was the list. So it was just before this maybe hit the back button on that one.

57:52
Okay, yeah, that's what it was, yeah.

57:56
So yeah, what I'm saying is, is this is not a perfect square, right? So maybe just try, maybe what I would do is just in Canva, just kind of experiment see if you can't maybe do, like a, I don't know, five by three or something, or four by three, four by six. I'm sorry, yeah, you know what I mean. Just experiment with a little bit different sizing there.

58:20
Yeah, definitely. I can definitely do that. I was just being lazy. Jason, my system auto generates. So, okay, yeah. Also, while I'm on this little section, I noticed that, you know, everything is left, left justified, which is fine, but it cuts off my my city name, and there's still white space over here on all of them, is that anything that I can modify?

58:45
I don't think it's something you can modify, but I do remember somebody else bringing this up quite a while ago, and I thought this was something that we had tackled. Yeah, seems to be on Chica or Ron or anybody here? Do you guys remember that it's truncating the address? And it wasn't before I, like, I remember there was something someone had brought that up. I thought there was an adjustment that was made to that so that it didn't truncate the address until it got closer to the end of the listing, because there is quite a bit of space. There anybody here from support, do you guys remember that?

59:26
Yes, but yeah, I don't think I really remember.

59:32
Okay, it's trunking the names too, and there's lots of space.

59:37
Yeah, right. It is for the business name. It does that as well?

59:40
Yeah, like my business name, and I got, like, mine's local marketing services after Zed biz, and I only have the S and the E, and there's a plenty of room for the last word, and the city below it is cut off halfway through. And again, lots of room.

59:59
And. Got it, yep, yep, that's the case, right there.

1:00:05
Ron or rachika, can we put together a card real quick for truncating business name and business address, yep? Sure on these pages, yep.

1:00:20
That'd be great. Okay, so the last question I had, and I'm not going to get too deep in the weeds, so it just doesn't take any time. But I just noticed that on my last couple of uploads, just doing some testing for a new smart list, I've I've got a lot of additional emails, whether it's an email two or email three initially. So I've got probably 50% my system's pulling about 50% or more second emails, and when I try to map that in to smart directory, for some reason, as you can see, I just have maybe 10% of the additional emails, even though in the mapping, it is is, is mapped exactly the way you would map it, but it's not showing up in the contact for the additional emails. So

1:01:14
I can see there's one right there. Elevate entertainment, yeah, that would seem to work. So okay, there's, there are a few that work. There's a there's a few,

1:01:25
probably, probably 25% of the additional emails mapped over, all in just one CSV. So it wasn't, you know, separate CSVs.

1:01:42
Yeah, that's weird. I've never seen that, and it's just additional email that you're having that

1:01:50
yes, yes, that's it. That's the only field, no other field, yeah,

1:01:57
and all of these contacts so that list above. So elevate entertainment. All of those did? They did those all contain additional emails as well?

1:02:06
Probably about 50% of them did. Yeah, yeah. It's very selective. I don't know. Again, maybe 20% of the additional emails are being mapped over from the from a single CSV file I've never seen anything like it, so I didn't, you know, technically, it doesn't make any sense to me.

1:02:32
So I'll think of anything off the top of my head that would cause that. So what I would do, I would, I would reach out to high level direct and maybe put in a ticket and see if,

1:02:46
if they can get to the bottom of it, see if they can find okay, if there's a bug in your instance for some reason,

1:02:53
or if there's, maybe there was some sort of a corruption inside the CSV file that did that. Has it happened multiple times? Or is it just this last CSV upload?

1:03:03
It was. It was really just the last two CSV uploads.

1:03:06
Yep, you never had, actually, I have had that issue if there is an extra space in front of the email in the spreadsheet, yeah, well, I would check the formatting of your spreadsheet.

1:03:23
Okay, Dorian, you said that there's an extra space in front of the email

1:03:27
Yes, yeah. So when it gets to that field, it reads it as empty, because it's a blank space, okay, in front of the email address. So check that, because I have had that where we copied and pasted and there was an extra space when we copied and pasted them into the spreadsheet, and it skipped all of them.

1:03:47
Okay, I will definitely look at that. That would be a pain in the rear of that's the case which it might be, because the system auto generates these CSV so I'm not manually doing this. So I will look at that for sure.

1:03:59
Select that column in your spreadsheet, use the Finder. Replace space for no space, okay, yes, in that column of the spreadsheet,

1:04:08
Yep, perfect. Thank you. I appreciate that. Last quick question is, there, is there an easy way to utilize the additional emails and in the workflows?

1:04:22
I don't know if there's a merge field for additional email. I think there is.

1:04:32
Do you think that would be overkill? Like on some of these, I've got three and four email addresses. Would it be overkill to send the you know, the workflow timing, to each of the four or each of the three at the same time. You think that would piss people off, or you think it'd be okay. I

1:04:53
don't know what I would do on that. I may,

1:04:56
you may, kind of watch it, so you may do it, do an initial send. In and see what kind of, what the response is on the first because ideally, the the primary email, whatever you're putting in the primary email spot, should be the primary email. That's the one that you're you're get, or you're taking a guess that that's the their best email, right? And then, you know, see if the if you get responses from that, if not, then maybe you could follow up with an additional email, with the additional email merge field. I was just going to check, though, for you to make sure that that was

1:05:33
a merge field, yeah, I don't see it actually email. Hang on one sec. Let me just do a maybe it isn't. Maybe they're not. Yeah, I'm not seeing it here, Mark, so

1:05:51
I would say put a, you know, after you ran a campaign, you know, whatever, you're running three, four or five emails, follow ups, and if you know, do a check no response. Then do if additional email is empty or is full, then throw them over into a brand new take them out of that campaign, throw them into a new campaign, and run them through 234, whatever your campaign has for emails. And then it, you know, because it could be the main email is the boss, and he never checks his email or stuff goes to spam, you know. But the second email could be the office manager, and she sees it, and you get something.

1:06:30
Yeah, exactly right. That's a good idea. Okay, okay, perfect.

1:06:37
I would follow up with high level though, and see if they can't,

1:06:41
because I'm not seeing a merge field for additional email. So in that case, what you'd have to do is you'd have to swap or create a new contact, which that's just a pain in the butt. So either one is going to be a pain, you know, like swapping additional email into primary and then moving primary to additional. It'd be great if high level just created a default merge field for additional email which they should, which is crazy. I can't believe that they don't, but I'm looking here and I don't see it anywhere.

1:07:17
So I would say, Yeah, I would definitely reach out to them and see if they can't get that added. I would think that it's just a an oversight, and they should be able to get that done pretty quickly, because that would make it so much easier.

1:07:33
Yeah, no, that's good idea. Okay, all right. Well, hey, as always, thanks again. Appreciate it,

1:07:39
of course. Mark, yeah, anytime. Thanks for the questions. All right.

1:07:45
Satira, hello. How are you nice? I'm good. How you doing today? Great, great. Okay, I'm going to share my screen. Where did it go? Okay, I have a question someone. They a consumer, signed in as a consumer, and so they uploaded a picture here, but and then it shows also that they had claimed it twice.

1:08:30
Okay, but there's no business name, even though I did find her business name, but it died this. This wasn't someone that I had actually put on my directory site. So I don't know if someone told her about it, or, you know, she happened to come across it through algorithms. I don't know, but her name, the name of the business, is, is not in here. Can I just go ahead and fill that information in for her, even though she She already did her picture, uploaded her picture here. But what else am I supposed to do with that?

1:09:03
Well, you don't want to do it on the consumer right? So that's where this is at. You'd want to do that on the the actual business itself. So you'd want to get out of this screen and go to her business,

1:09:18
her business listing.

1:09:19
It's not on here. That's what I'm saying. I didn't put it on here. She wasn't someone she

1:09:26
but she added it correct,

1:09:28
right, right, yep. And I'm trying to see what is in me, something like hair witch or something, huh? But, yeah. But I She's She's not coming up on the on the business listing here, so I just go ahead and add her.

1:09:48
Let's go over to contacts. Let's see if we can locate her. Okay, see if we can locate the business. I.

1:10:05
Do you see it anywhere here? These are all in order, so it's an order in which they were created.

1:10:10
He or she is right here. Okay, perfect. There you go.

1:10:15
So you can see, here's the business, there's the business right there. Yep. Okay. So the business is just her name looks like Theresa, yeah, but

1:10:30
wait a minute, she's in here twice. She has two, okay, because this is okay, the same person, but she has two different emails. She has the business email like no both of them are business emails, the hair witch 12 at Gmail and art of kaggio, whatever her last name is, Kaja Kaja Ho. Forget it anyway. I'm done. But the both shows their business name is the hair witch on the consumer and under business here in the context.

1:11:12
So, yeah, but it looks like Uh huh, yep, uh.

1:11:18
It's actually a known bug in the system, which we already reported. So once the new business request is approved, the system automatically switches the first name to the business name,

1:11:31
okay, but I did approve already, but I approved under the consumer because that's the only thing that that was showing. Was Yes, yeah. So how would that be corrected?

1:11:44
Is currently working on it?

1:11:47
Sorry, okay, okay, alright, so not to do anything. Don't fill in the business information at this point.

1:11:54
Or you can actually manually add the business like the hair, which it's a bug in the system, and they're working to fix it. And

1:12:11
so, yeah, that's right. So what Steph was saying is that once that you approve, it's swapping her personal name with the business name here. So this the hair witch should be in this field, right here, right? So what you can do is, is you can edit this contact, because this is the business contact, right? This is the consumer right below it. So you want to edit the business one, but you could copy the hair witch, and replace her name with the hair witch. Okay, okay, her first name,

1:12:47
okay, do it in the in the context this page,

1:12:51
yeah, just click on her contact right now, okay,

1:13:00
and you'll want to delete the last name,

1:13:04
just completely delete that and then replace first name, yep, with the hair witch.

1:13:16
There you go. And then just go ahead and save the bottom there. Save same thing. Can't I'm not sure what happened to usually, that just goes away. Let me refresh it.

1:13:42
Oh, hmm, okay, so, yeah, it's in there all right. So,

1:13:50
perfect. There you go. Okay,

1:14:01
so now, if we go back, should be if you go to the front end of your site, or, yeah, just look it up in here. It should there. It is right there, here, which, yep,

1:14:09
okay, cool. All right. I wasn't sure if I should go ahead and do that so, but I knew it was possible. I just did what? No, I just didn't know whether I should go ahead and do that. But now that you said that there's a bug in there, but you all are fixing it. So if I get this again, I can just go ahead and and edit it, right,

1:14:26
correct, yeah, just make sure that you do it on the business contact, not the consumer contact,

1:14:34
okay, okay, gotcha so check

1:14:37
the tag. So if you just, that's why I say, if you just go to contacts. It's on high level. It's real easy to just see. On the right hand side, there you can see, does it have the business tag, or does it have the consumer tag? And then make sure it has the business tag, and that's the one that you can edit. Okay.

1:14:55
All right, great. I'm done. Thank

1:14:57
you. Perfect. Yep, no problem. Satiria,

1:15:01
Oh, could you do me a favor? Could you Sure? Could you tell Tom how to pronounce my name? Because he wasn't he, he was stumbling over it last week, and he couldn't, you know? So I put it, I put in the in in the in the chat to ask you, but it's look, I'll mention it, Joe. He was trying so hard, so if you could,

1:15:29
how did he say it? What did he say? Sitter, remember? Oh, sitter, okay, okay,

1:15:38
if he would help about

1:15:40
I will for sure. Thank you. All right, thanks to Terry. All right. Lonnie, Hey, how's it going good? How you doing good?

1:15:52
Good. I'm brand new, but not brand new. I was in the group last year, and kind of got in and then left, but now I'm back, so let me share. You're welcome back what's going on. So I'm having a problem with my getting my name to work on here. I can show you this what I get every time I try to set it up. And this is what I did on my was this called Name Cheap, so I thought I was set up right, but it's I get this every time. So I can't actually have a domain name.

1:16:40
Can we? Can you just try reloading this frame? Just right, click anywhere on your screen here, and then just scroll all the way down to the bottom see where it says, reload frame. Sure. Let's go back. Okay, so that looks like it's never happened.

1:17:06
Know what it is? They was waiting for me to get on here. So,

1:17:09
well, let's see if it works here. Let me I'm gonna go and open up, and it looks like, yeah, it's loading just fine for me. So go ahead and double check it on your end. Wow.

1:17:21
I'm telling you, I've been at this for like three hours yesterday.

1:17:28
What may have been so Name Cheap property? No, I've noticed lately Name Cheap tends to take a little bit longer to propagate, at least with high level stuff. For whatever reason I've noticed that.

1:17:41
But some of the other providers, you can get it to propagate almost instantly, I mean, within a couple of minutes. But I have noticed that with Name Cheap,

1:17:53
over the last, I don't know, month or two, seems to take a little bit longer to propagate. But yeah, it seems like it's working just fine.

1:18:03
Yeah, it made me look like a it's all good.

1:18:08
Well done. Quick. How long does it take to get the 100 listings? Because I did that last week.

1:18:19
Usually, that's when did you do it? Did you do it on Friday, or did you do it earlier in the week,

1:18:26
like Wednesday, something like that last week?

1:18:30
Yeah, I would think you'd have that by now. Who's on here? Ron or Steph. Do you know who handles that?

1:18:40
We actually do. Let me just check his request.

1:18:43
Okay, cool, awesome. Thanks. Steph, yeah, let's look it up real quick, Lonnie, and see where you're at in the queue and see if we can't get that expedited and get that sent over to

1:18:56
you. Well, while we're waiting on this, let's go ahead and go to my next question. So if I do have an issue? I thought it used to be like you hit this button, it gave you, like, a list. Were you? Were you able to put in your request, or whatever, and it's not doing it no more. Am I in the wrong spot? Yeah.

1:19:16
So Tom announced this on Friday, and I don't know, because I haven't gotten to talk to anybody at support on this either. But Ron did, did we get a new

1:19:31
after Tom's announcement? I know that that was, it wasn't there supposed to be a new kind of like Support Portal just for SD AI, because they're kind of separating that out from offline sharks.

1:19:42
Has that been created? Do you guys know,

1:19:47
like anybody, as far as I can remember, we are just only separating the school group, but not the support desk,

1:19:56
not the support desk. So support is still going to be at. Okay, supported offline sharks, com, yeah,

1:20:04
that's, that's as far as I could remember when I asked Cameron about it, because we had like, tons of questions regarding the changes, and he told us he doesn't know yet. So I don't know this week if we have the answer by Friday, but we like to know, guys.

1:20:20
Okay, so that'll So meanwhile, you have a question, just have to basically get on here,

1:20:27
yes, or just submit a ticket at offline sharks.com forward

1:20:32
slash. That's been my problem. Like scroll

1:20:35
down to the bottom of the page. Lonnie, click that link and scroll to the bottom of the page, go back up and click that link.

1:20:43
Wait a minute. What's the link?

1:20:46
Submit a ticket. Go up to the top. It's click this. Scroll to the top of the page. Submit a help request. Click that link. Scroll to the bottom of the page, too far, select the top one. I purchase a product and need support. So we're having a glitch on that page again, you would select the top one and then the form you're looking for will pop up. Yeah, okay, there you go. That's how you submit a ticket. There you go.

1:21:24
Okay, good to know. Good to know. All right, the rest of it is on me now. Appreciate guys,

1:21:36
yeah, and if, if you ever have trouble again, Lonnie, with that form, if it doesn't seem to load for you, whatever support at offline sharks.com that email address that goes right into the desk and it'll get routed to the right person based on what you need. Okay, cool. No problem. Thank you. Yep, no problem.

1:22:00
All right, guys.

1:22:05
And Lonnie, just just to make sure, Kai sent you a response on your business leads request. Last January, 21 at 7:30pm

1:22:18
sent me a request.

1:22:20
I mean, sent you a reply. Sorry,

1:22:27
yeah, just January 21 sent you home services. Austin, Texas,

1:22:35
we don't have Home Services no more. So it was this that was the when I was with you guys before. So, yeah, I like rebought Everything. So everything is new.

1:22:50
That's not a problem. Could you please resubmit a new request? So could just expedite today?

1:22:58
Said, January 21 Yeah,

1:23:12
and you said, I just need to resubmit it.

1:23:15
Yeah, if you don't want to do the home services then or just respond to that email and we'll just have to reload again. Okay, all right, I'll do that. Awesome. Thank you.

1:23:27
Thank you. Thanks, Ron. All right, gatano, looks like you're up next.

1:23:33
Yes sir. Thank you, Jason. Hello to everyone. So I'm new, so I'm probably going to have a lot of newbie questions, and I apologize for that, but a few of the answers I've already a few of the questions have already been answered with the conversation you had with Lonnie so and I wrote the information down with regard to who I need to contact for what a I think I need a restart. I'm not. I don't know if I need that or not, but I'm thinking, I do. I bought into your system on the seventh of this month, and I the first couple days, I went gung ho, but then all of a sudden, I started getting started getting into some issues. I didn't know how to do it. I I'm sorry I did. I didn't know how to overcome those issues. I was on several calls, one with, I think, Dorn. I think I was on a call with him once or twice in his weekly calls. So my, my, my question is, I, I'm not the tutorials that I'm looking at don't seem to have the same screen shot. Thoughts that I'm actually looking at on my screen when I'm trying to go through the tutorial, I received an email to reinstall the app. I think because of some upgrades I did a number of times it's just not working. And I don't really mean, I don't even know what I mean mean by that. And what about snapshots? I downloaded those. I have two. I have the granny something, and the, let me, let me get to my screen real quick. I'm sorry.

1:25:45
That's okay. No problem. I should be more prepared. My apologies for that. That's okay. That's what we're here for. We're here to help. So we'll get to the bottom of it.

1:25:57
I I'm I have experience with directory, online directories, but with other platforms, specifically one. And I really enjoy, I really like what you guys are doing, because it ties into GHL, and that's exactly why I'm I'm wanting to go forward with you a Okay, so,

1:26:32
okay, my computer just anyway, There were two snapshots the oh, there we go. Okay,

1:26:48
the honey client capture kit, right, okay, and the smart directory AI, which is dated December 16 of 2025 so are those the two latest version zero on the honey pot client capture kit and version 3v, three on the smart directory. AI, do you think it might have something to do with the snapshots? If it's not working properly, if the if I

1:27:26
uh, again, I'm newbie, so I'm probably, yeah, can I show you my screen? Can I share my screen?

1:27:32
Of course, of course. Okay, yeah, while you get your screen ready, I'll just kind of talk snapshots typically don't have anything to do with the app. So there's not going to be any issues with the snapshot. Snapshot really just contains a couple of landing pages and your automations for SD AI, but the app that you install through the app marketplace, the SD AI app, that's what really, that's the engine, that's what runs the entire directory itself. The snapshot really is just kind of like the automations that run inside of GHL. And yes, December date on that snapshot. That's correct. Yeah, there's nothing really, we haven't changed. Hardly anything on that, on on the snapshot. And again, those are all just, that's just handled by GHL. There's been a lot of updates to the SDA SDA I app itself. Most of those come just through the background, and as soon as you reload the app inside of your GHL account, the newest version is loaded. So there's nothing that you need to do occasionally, and you've probably experienced it here on the call. There's a glitch or something that goes wrong, and so we have to have, we have to uninstall the app and then reinstall it. But for the most part, the app just runs in the background once it's installed, and any updates are automatically loaded as soon as you reload the app.

1:28:56
Okay, okay, okay. Again, I reloaded the app here in the last three or four days, probably five, six different times.

1:29:11
Can I click on it down there in the left? Just click on smart directory. AI, oh, here. Okay, yep, right down there. Yep. I

1:29:23
Where would you like me to go next? Yeah. I mean,

1:29:25
it looks like it's loading properly. Go ahead and you can click on this preview option over here to see a live version of it.

1:29:33
Sure the front. So this is what I was able to Yeah, okay, so one of the things I can't get to work right is right here. I've tried transparent, I've tried everything else. I've tried small, large. I've gone I've I've paid attention to the what the system's asking for in terms of size wise. But I can't get it to get it to go any bigger than this. It. But that's that's something I don't have to have answered right now. That's a minor thing compared to what that's minor compared to, and I thought there was an update on the menu builder

1:30:25
there was Yep. Go ahead and click on menu builder there should have Yep. This is the newest version. There you go.

1:30:31
Okay. How do I, okay? Can you? Can you quickly tell me? How do I? Are the menu items for business categories. Are they manually inserted, or is there a list that I can go by? I can't find that list. If there is,

1:30:56
I don't know if we I thought we did. I know in the old one, we did. We kind of had, like a default list of categories, I thought. And actually, I think these are them. Aren't they news events? Or maybe not.

1:31:09
This is the blog, news events, jobs, pricing. But do we have

1:31:14
this? Yeah. Do we have the subcategories? Ron,

1:31:19
I thought we had those. You mean the sub menu, right?

1:31:23
Yeah, it was like, What does Hawaii Thrive have? It's like a

1:31:29
business category says, restaurants, things to do, places to go, or places to stay, that those things. Wasn't that set up by default.

1:31:37
No, you have to, like, drag it here to make it like a sub menu. Oh, got it, okay.

1:31:47
Gatano rachika just dropped a link to the members area for setting up your new menu. There's a link in the chat.

1:31:56
In the chat, okay,

1:31:58
yep, if you click on that, let me see think that should new.

1:32:02
Okay, members off, setting up your menu. Okay, got it all right. I'll, I'll mark that, and I can get back to it later and see if that's going to help me.

1:32:18
I mean, I'm excited quick training that that Tom's put together. It's like a 38 minute or 40 minutes, something like that training that Tom put together, kind of like a fast track training.

1:32:31
Yeah, I have that, and I went through that. That's part of what I was running into, where his screen was different than than my screen on some of the some of the areas, and I couldn't figure out how to get to the screen that he was working on. Okay, I know it sounds crazy, but I'm sorry. I'm again, I'm new. I'm a newbie, so I'm probably just not seeing things correctly.

1:33:03
Yeah, no worries. I would say, go through that training. Go through so rachika just dropped the link to the

1:33:12
menu training. And then she Yep, and then she also dropped the link again to the the Express setup training that Tom did. I would say, just go back through those. Go through that menu training, and it looks like you've got the majority of it set up here. The site is working, and it looks like it's working correctly, from what I can see. And then I would say, go through those. Give it an attempt to try and set up that menu. And then we do these calls every single Tuesday, so just come back on on Tuesday, next Tuesday, if you're still having trouble, if you weren't able to figure it out. But I would go ahead and try and go through those trainings again and see if you couldn't, can't get at least one or two of the menus set up.

1:33:56
Okay, I will try that. Thank you, sir.

1:33:59
Yeah, no problem, right? Jason, you're up next.

1:34:06
Hey, Jason, thank you. Yeah. So I had a question about the featured listings, the number of featured listings that are showing up on the front of the of my SDA site. I'm only getting three to show up. Is there a way to adjust that?

1:34:29
I thought there was, let's let me go back in here. I'm just pulling it back up to see

1:34:40
and Jason, yes, it's inside of the branding and then content. So there is an option, how, how many listings you want to show

1:34:52
under branding and content? Do?

1:35:02
So in my theme under branding, and then,

1:35:05
oh, I see it, okay, yeah, here, let me share my screen with you. Jason, featured

1:35:09
listings per page. Okay, yep,

1:35:14
I'll share it with everybody here.

1:35:18
Okay, I see it, yeah, right down here.

1:35:22
Yep, there you go. Thank you. Cool. Yep.

1:35:27
Anything else, no, that's it awesome.

1:35:31
All right, Raza, you're up next.

1:35:37
Yes sir, thank you for doing this. Just wanted to kind of share my screen, and I still am stuck on this. I did come on a couple of weeks ago to check on this, but this is still failing for the outbound this update disclosure, so I don't know what what to do here last week, my A to P number was not approved. So everybody said that's why it's happening. But as of three days ago, the number has been approved, and I have a valid A to P number now it's still but it's this didn't change. So outbound, AI, disclosure had nothing to do with the ATP, which I'm assuming.

1:36:29
And have you talked to high level about this? Did you? Did you bring it up to them and

1:36:33
see they said the same thing that, oh, it's the your ATP is not verified, so that's why it's happening. But now it's verified. So why is it happening now? Which is one? There's one of them is failing all six of the six, I don't know what the different six things are. They're they're approved, except for one. So I don't know if your tech team has seen this. And what is that one thing and what do I need to change to get that one thing approved? Just like analyzing, I guess right now,

1:37:11
I haven't seen it, Doran, have you seen this? I don't know if Doran still here.

1:37:14
I'll put a screenshot also in the chat. Do

1:37:24
don't know if he's here still. He might not be here. Yeah, I think he's gone. I I'm not sure. Rachika, have you seen this before?

1:37:39
No, Jason, I think this is more from a more high level.

1:37:45
It is, yeah, it is just curious if you had seen it on somebody else's setup, though, but

1:37:52
yeah, Agent disclosure. Now the video that Tom has that only shows three items. Mine, it shows seven items. So I think that's an older video.

1:38:12
Do you have a disclosure on your website?

1:38:16
Yeah, so it's this. I copied what Tom had. Tom had this one. And so if I do so, appointment form is what's, I think, not getting the the approval. So it says, check compatibility, add the last use consent language, which is this one which Tom gave so I've done that. And did

1:38:43
you add that to the form? Did you add that to the form?

1:38:47
To the form? Okay, where do I Where do I need to add that to

1:38:51
the form? Yeah, so go ahead and copy that, and then go to sites. Go to forms. Where's the where's your your consent form that you've been using for this, for ATP, did you use a consent form?

1:39:05
Is this A to P? Because this is AI agent, right, right?

1:39:08
This AI agent, but I believe they were using the same form.

1:39:14
So what form Did you? What form did you send for A to P?

1:39:19
So my VA did that, so I can go and look at that, or

1:39:25
my guess, is it that? So what they're saying is that consent language, so that needs to be, they need to opt in, right? That language needs to be an opt in on a form. And so if that language doesn't appear on any of the forms that you've submitted, then I'm sure that that, that's my best guess is, that's why it's getting rejected. Is there language

1:39:47
Texas law? There's a new law in Texas about outbound and texting and all that. It's super restrictive. So it could be, because you're in Texas, you.

1:40:01
Hmm, so update consent, and it gives me that now at the bottom, it says I can still send the I can still do the campaign outbound, but make sure that I have an opt in or language that says that they're consenting to the AI call.

1:40:26
Okay, you're saying the bot has to say that at the start of the call.

1:40:32
No, you know when they opt in to the consent form that Tom already has, that that has the consent that they check off, that they are there, they accept receiving texts and AI calls. So it's saying that, yeah, I can still do my campaign. See at the bottom, see this failing, that same last item, and at the bottom, so you can still start outbound calling with partial coverage, just make sure you are actively collecting consent as you add products, so consent stays compliant as you expand.

1:41:09
Got it? Okay?

1:41:13
Yeah, like i said before i It sounds like it's just that that language that opt in language, there's no checkbox on the form that you that you have with that opt in language. So either you add it to the SMS language or, I don't know, I'm not sure if it needs its own checkbox or not, but the opt in language has to exist on that form so that somebody can opt in to receive a call.

1:41:39
And in our experience, it needs to be its own checkbox, specifically about outbound AI calling, and it needs to be optional.

1:41:51
Where, where do I accept? Which form do I on

1:41:54
your on your form, wherever you did your form, you put an extra checkbox for opt in AI, outbound, consent, and put your language in there and make it an optional checkbox. And if they don't check it, don't call them.

1:42:09
Okay, where do I find that form?

1:42:12
Where's your where's the form used for submission?

1:42:17
Oh, for the A to P, yes.

1:42:25
It'll be under forms, yeah, it's going to be under sites and forms if you use, if you used a form inside high level

1:42:39
forms, Okay,

1:42:49
this one,

1:42:54
Yeah, it looks like this one, yes, we can't read it. There we go. Yeah, you need to add an extra check box with consent specifically for outbound

1:43:18
AI assisted calls.

1:43:21
It's got to be its own checkbox. Let me read it. See that's text messages and calls. You need a standalone for the call part, okay? And it has to be optional. Like Jason said earlier. Do not make it required, because that's against the rule. So, yeah, custom field as a checkbox, AI, voice consent. Call it AI voice consent. Just put it at the bottom, and then you should get approved. Okay, all right, but again, you're in Texas. That's a different set of rules.

1:43:56
Now, yeah, supposed to be Wild Wild West, but now it's kind of restrictive. So, all right, thank you guys.

1:44:10
Yeah, no problem, right. Jack, you have another question?

1:44:19
Yes, quick one here,

1:44:22
yeah, on the page.

1:44:27
Let's just get my screen showing up here

1:44:38
with the new custom menu builder. Can you see my screen? Yep, we can see it. Can you get rid of home?

1:44:48
Let me see in the menu

1:44:51
builder branding, and

1:44:53
there is no option for home.

1:44:56
Yeah, it's not there, but it's it's there. There. But I don't want it like, you know, most people know that you click the logo to go home, and it does, yep, is linked. And it would give you one more space across the top, you know. So, as a web designer, I never put in home. And I would say 98% of websites don't ever have home, you know, that was back in that yeah, in Yeah, the 90s, when you had,

1:45:27
yeah, no, I like that. I think that's a good idea. Ron, can we get a ticket for that

1:45:34
new feature? Yeah, I'm gonna ask Cameron about it,

1:45:38
yeah, see if we can get that added in, because it should be that should be by default, in there,

1:45:44
yeah, get it out of there, or at least, if you want it, put it in. But don't have it right there all the time.

1:45:51
Yep, got it not in this

1:45:55
awesome. Yeah, good. Find there

1:45:57
Jack, the only other one. Okay, thanks.

1:46:00
Cool, right, guys, any other questions?

1:46:13
I got one real quick. Yeah,

1:46:16
go ahead, Charles, so I know that when the emails are sent out, like for the directory sub account that GHL automatically puts the thing regarding, you know, unsubscribe, that kind of thing. So if we send an email from our directory sub account that is not part of an official flow, right? If we just put it in conversations, does it populate that email with an unsubscribe automatically, or does it have to be within a workflow?

1:46:57
No, I don't believe it sends that unsubscribe.

1:47:02
I haven't seen that in my personal usage. I think it's just in the in the automations. So like, if you, if you create a an email action in a workflow, then it's going to automatically populate that unsubscribe link. Same thing in marketing under if you build a market or an email campaign under marketing, it's going to add that all right, but I haven't. I've never seen an unsubscribe in a one off email through conversations,

1:47:31
okay, so if we create an email because I'm not using I tried to use the outreach, free listing workflow. And the problem I had was there were some things happening automatic that was happening too soon for me, so I just opted to send emails individually. So I want, I wanted to make sure that I was in compliance by including unsubscribe at the bottom there. So do you have any idea how that works, or if I'm using directory, sub account and conversations, I can help me.

1:48:15
Okay, go ahead. We make a snippet that is reply something to unsubscribe, and we just tack that on the bottom of every email as a snippet, so you can load the snippet and it's, it's that unsubscribe language,

1:48:31
all right, can you repeat that? I had an interruption here.

1:48:34
Make a snippet to go. Make a snippet of your unsubscribe language, like, reply, stop, to unsubscribe or to stop receiving emails? Make that a snippet. And you type your one off, and then add that snippet at the bottom right.

1:48:52
Okay, I we got interrupted again. Somebody's talking there that last sentence that you said, All right, this is what I got. Make a snippet of unsubscribe language, and then what?

1:49:07
And then, when you're crafting your one off email at the bottom of it, you click Add snippet, and select that snippet, and it'll add that unsubscribe language to every outgoing email if you manually add it. But if you create the snippet, it's just click button, click the right snippet, you're done. It's super simple

1:49:31
for each email, okay? Thank you, sir. Awesome.

1:49:39
Thanks. Charles, thanks, Doran. All right, guys, I think we're going to wrap it up. I think we're good. Thank you everybody for showing up to the call. Appreciate everybody great questions. Thanks Doran, for your help and thank you support team. You guys are always awesome. You guys are rock stars. Appreciate each one of.

1:50:00
Guys, we're here every Tuesday, so we're here doing this. SDA, I call every Tuesday, usually lasts about two hours. Try to get to everybody's questions and get you guys taken care of in between, now and then, we've mentioned it on this call, but I'll mention it one more time in between the Tuesday call. We always have our support desk available. So you guys can reach them. I think rachika Or somebody, maybe Steph shared the link. Let's see, or see if I can grab it real quick. It was,

1:50:35
where is it? At? Offline sharks, Comm, forward slash, contact support. And then there's another one. I think it was actually somebody else in here. I can't remember, rachika. Okay, cool. Rachika, just dropped that link. Yeah, there's a link. Go ahead and click that link to contact support. You guys saw us walk through that where you select the type of support you need. Form shows up on the page. Go ahead and fill that out. Obviously, we do have our email address as well. It all goes to the same desk, and we'll get you guys taken care of. But hope you guys have a great week. Make it productive, and we will see you guys all next Tuesday. Thanks so much, everybody. You.