Transcript
0:01
Welcome to your SDA. I Tuesday call. Guys got questions, we've got answers. Please feel free to raise your hand. Bottom of the zoom window, you can click that react options, that little heart icon, Sheila is already one step ahead of everybody. This is fantastic. Bobby. There. He is awesome. Good to see you. Bob, you haven't seen you for a while. Yeah, just click that react option, and then once you click that, there's an option inside there to raise your hand. So just go ahead and do that. So we can start taking some questions. So Sheila, it looks like you're first up. Let's go ahead and jump right in.
0:36
You mean, shell, Shelly. Oh, shell okay.
0:39
Sorry. A lot of times it's Sheila, sorry, sorry, shell,
0:43
it's okay. Um, yeah, I'll share my screen. Probably a pretty simple question. I don't know.
1:03
Okay, and see it now. Yeah, we can see your screen. Okay, so I'm in tags. I haven't really been doing too much with my smart directory, because I haven't really got to it, but So my questions are going to be pretty beginner ish, I'm in tags. I got 99 tags in here, probably imported from the sharks, I'm assuming, because I put none in here. Okay, can I just can I just delete them all? Yeah.
1:44
I mean, the only two tags for SDI that we need are going to be the business tag and the consumer tag. I don't know. I'm not sure what all, what all these are here. Those are the only Yeah. So if you're not using them, then I would say, Sure, go ahead and delete them, like I said, just make sure you keep that business and consumer tag, because you will use those for SDI.
2:08
You mean this business, correct? Yep. Okay, so let's just go through them. Then, if you don't mind, just delete Senior Care. Meanwhile, all these right square client list? I don't think so.
2:30
Yeah, that's nothing that that's not part of SDI. These are all. These are probably some other snapshot. I don't know if they're a shark snapshot or another snapshot that you had loaded?
2:42
Yeah, they are. They're sharks. I haven't loaded anything else, yep, no other shot. So just business I need correct, yep, and what was the other one? Consumer, consumer, okay, delete tags. I want to just do this with you, because I don't want to mess up delete something when I'm not supposed to let me take me a minute, and then while I'm doing this and thinking, How do I Where do I find in the members area, in the courses, where do I find a good description about how to deal with these tags?
3:31
In the members area?
3:33
Yeah, member area, that's where the information would be, right.
3:40
I don't know if there's, I don't think there are any videos specifically on tags. If you're looking for something around tags, maybe look towards high level. They may have something more specific video training around tags. But tags are really flexible. They can be anything and anything, anything that you really want, you can create a tag to, you know, kind of track or segment your date, your basically all of your data, your contacts, inside a high level but and then what's nice About tags is that you can build automations either based on a tag, whether a contact has a tag, or whether a contact does not have a tag, then you can use, you know, adding of a tag to trigger an automation or removing of a tag to trigger an automation. So there are several different ways that you can use tags, but in the context of SDI, they're not
4:44
they're not deleting. Weird, huh? Let's try again.
4:53
It isn't always instantaneous. Shelly, sometimes it takes a few minutes. I.
5:00
Oh, okay, I want instantaneous, all right, so delete,
5:17
yeah, daily, yeah, then there
5:22
so again shell. All you gotta all you gotta know is the business tag and the consumer tag. Those are the only two that you need to be concerned with, as far as SDA I and your and your directory site. Now, if you're using tags for anything else, which it doesn't sound like you are, and these were all part of snapshots, again, those are the only two that you need to be worried about. So if you're having an issue deleting right now, you can always try back later, or you can contact high level direct and see if there's a bug inside your install. But those are the only two tags that you need to be worried about, so consumer and business
6:02
looks like some of them did
6:06
finish your screen.
6:08
What about lead? Import? Something like that?
6:14
Sounds important? Nope, we're not using it.
6:17
Jason, can we check if we have, like, another snapshot added to this sub account, and just to make sure we are not removing the important tags for that snapshot
6:30
you want, maybe we check the automations or the sites. I know. I didn't, I didn't add any other snapshots other than a shark one,
6:42
did you create a standalone sub account for your SDA? Of course, yeah. Then you had to load something in there.
6:53
Didn't you guys have this in yours? No, no, no. Like, it's like, I've got the shark stuff in here, Maui location. I mean, that's what is this. Why? Let's try this one. I
7:23
I don't need more stuff to compute. Get rid of them. See what happens.
7:34
This is a new snapshot. I mean, the new, yeah, directory.
7:47
So they are deleting, because I can see down at the bottom that one deleted. There's a total of 61 now,
7:55
yeah, if we change that page result number to 100 you could select all the tags little to your left, little more.
8:06
There we go. Just make sure she unchecked business and correct
8:14
so at the very top, where it says tag name, check them all, okay, and
8:21
then hit tag name, there you go. And then we can select just the business one and the consumer one,
8:41
which are no longer here,
8:51
no longer you can do a search over here, shell under Search, you okay,
9:06
so that one looks like that one got deleted. Go ahead and check for consumer. Okay,
9:20
so it looks like that got deleted as well. So those are the only two tags you'll want to re add. And to do that, you'll just click this button here in the center.
9:30
Okay, no, just delete them all first and then add them.
9:41
Well, I did just delete them all and then create a consumer.
10:03
You'll have to clear that out of the search. Yeah,
10:10
I'm just seeing if it even did. It didn't do it.
10:14
It did do it up at the top, you're searching for consumer. Take that out. Um,
10:25
and then these are back.
10:30
Yeah, those weren't ever deleted.
10:39
Oh, I that.
11:00
So to select all shell, you're going to click this text. It says, Select All 62 okay, I'll just put right in, and then you just need to deselect business and consumer, or you can just delete them all and just re add those. Just those two.
11:20
Let's just do that, yeah,
11:32
well, and then I'll search around for information, and you can lot of that. Oh, it left business this time you what is going on?
12:02
Okay, perfect. Just
12:11
delete consumer out of your search history up here, and then you should see both those tags.
12:20
All right, good. Alright, that's enough of that. Thanks very much. Appreciate it. No problem. Thanks, shell, Hey, see you later. Alright, Bobby,
12:33
I got something similar to that. I've been off. I had problems putting people in, and I kind of left all this behind for a while. So let me see if I can share screen. What I want to do is get rid of all the downloads that we put our uploads that we want, that we put in, let me see if I can get to where I want to go.
13:10
Let's see and go to
13:21
I guess we want to go to this. I want to get rid of all these people in here, because it seems like there was always conflicts with phone numbers and people already in it. They, they couldn't. I couldn't even get people. I forget where to go. How do I do I go for this? Do I delete? Let me just go to and show you the side itself. Where is it I
14:08
and all these people in here, I think my best, my strategy, has changed a little bit. I'm going to start working on this again. But if you go to let's see, business. You know, you go anything, it's got all these people that we uploaded when we first started this whole thing, way back a few months ago, last year, we uploaded all these lists. I want to get rid of all of them and start what I'm going to do, I want to get the the AI thing that will let you, let them put their own stuff in and do the follow ups and all that stuff in the back end. But my main thing is, I'm going to take every customer, we get a paid invoice in the Sign Company. I'm going to put them. I want to make an email saying that, because you're our customer, I'm giving you a free premium listing in our directory. It's the value of 200 bucks and and go to this site and make sure everything is right, or whatever the wording would be. But I want to get rid of all these so that they can start from scratch and just put one customer in a time and give them a free premium listing, and then I'll have all the other stuff that I can upgrade on with AI and all that later. Okay, sounds good. So what do I do? How do I get rid of all these things?
15:43
Just go, just go to the contacts. Go to your contacts and search for anyone that has the tag business, and then just remove them.
15:53
Just go ahead. And so we go back to we go back to
16:02
the contacts go back to here. I just want to get clear, clear on it.
16:19
So how do I search for the right ones or so you can delete them all.
16:25
Yeah, go ahead and just do a over here, under Manage fields. Go ahead and click on that. Over on the far right.
16:35
Okay, y'all are covering me up. Let me put y'all over here. Manage fields, Yep, I got a bug in my computer every time I click on it, it opens a different window. Okay, is that correct window?
16:55
No, we want to go back into high level under the contact section,
17:00
yeah. Yeah, there we go.
17:06
So you can see, okay, tags are selected, which is great, right? I just want to make sure that was selected.
17:13
The only one that, the only one that's there that I want to keep is our sign companies already in there.
17:21
Okay, so everyone in this list you want removed,
17:27
except for the laser beam Sign Company.
17:30
Okay, all right. Well, then that's that makes it even easier. All you got to do is you can just close that window, close that close that manage field window. Okay, and you're just going to tick this little box here at the top. And then you're going to select everybody, right? So you'll select all, 2253,
17:56
so click that text, yep. Actually, actually select, unselect that.
18:07
Let's do, let's just filter out, let's just filter out your listing or your contact record. So, yeah, do an advanced filter. Yeah, let's just do an advanced filter here and search for your business name, or actually here. I'm sorry, Bobby, my brain's going 1000 miles an hour here, and I'm thinking too. I'm not speaking quickly enough here. Let's go ahead and create a let's create a filter. So we're going to create a smart list, yep, go ahead and click that. Okay. And then what we're going to do is click on Business Name,
18:56
business name, yep, and
18:59
we're going to say business name is, and then go ahead and put in whatever your business name is,
19:12
okay? And
19:14
actually, we're going to change the is to is, I think it's is not right, yeah, is not. Oh, I apologize. So go ahead and re enter your business name there.
19:36
Okay, go ahead and hit apply. I
19:47
so that must not have been correct, because we still have 2253, what I'm trying to do is just filter out the one business. So let's go do a search for your business and find. Find out the exact name in this field, in the search field here.
20:16
Okay, so there's no listing for that name. Would it be something other than that
20:21
or slow. When we first started this, remember their The name was in the wrong place. When you remember they had a when you uploaded stuff, it went into the wrong wrong box. Yeah, can we do it with phone number or something? Sure.
20:45
Let's try phone number. Let's see, I mean, use a different the search field works for all for anything that's contact related.
20:57
So let's see if that shows up anything designs. That's an old name for the business, but that's not let let me go here and just see what it is.
21:18
What's that doing there? That's something else, isn't it? Yeah, this is the one. It's laser beam sign studio. Okay, so
21:30
let's do a search for that. Laser beam sign studio,
21:37
okay, now we need to go back to one of these.
21:48
It didn't save it. That was something else.
22:01
There it is, okay, okay, so what we need to do is just change our filter to just filter out that one business.
22:11
Okay. Do we do? Yep, click on
22:14
advanced filters
22:21
and it's signed studio, yep. And so then go ahead and hit Apply. And that should go ahead and erase it from the search history here. That should leave us with 2252
22:39
I believe, actually
22:49
here, go ahead and click on, click on advanced filters one more time, and then let's go ahead and business name is not okay, yeah, go ahead and hit Apply. And then go ahead where it says unsafe changes. Go ahead and click on that for me, yep. And then save as a new smart list. And let's, doesn't matter what you call it, because it's just temporary. If you just want to call it new smart list, that's fine. Just go ahead and hit create.
23:31
And freaking computer, man, I gotta get this virus out of here. It's doing some weird stuff. Click on this.
23:44
Click on all. I just want to make sure that we're filtering that out. Click on all for me. So that says 2253, go back to the new smart list. Do Now,
24:06
steel, 2352 just do a quick search here. I don't know why it's it's not showing But dude, look for that same business.
24:21
Yeah, it's still showing in there. I
24:43
can we just select, yeah, we just don't
24:46
want to delete it. What I was trying to do is just filter off that one business I guess. What we could do is do, let's see here, if we do a filter, i.
25:03
Yes, that doesn't seem to be working right. Yeah, click on advanced filters again for me, because that is set up Correct. Yeah. Business Name is not laser beam science studio.
25:18
If I could point you in the right direction. You're, you're looking for business name, but those that name exist in contact.
25:26
Oh, that's right, that's what, that's what we did wrong. Yeah, go ahead and and just change business name to contact name. Thank you. Al, no problem. Yeah.
25:40
Contact, right? Because the so if we go down to actually scroll back up for me, please, Bobby, and
25:58
just search in here for contact name. Let's see if it, if it shows up our first name. I'm sorry, that's what it's called. There it is first name. Yeah, go ahead and grab that first name field. There we go. And then go ahead and type in laser, laser beam sign studio.
26:20
Gotta put is not,
26:23
oh yeah. We got to do is not. I didn't see that that changed.
26:36
Yeah, they put the name in the first name instead of in the company name.
26:40
Yeah, type it in again.
26:56
There you go. Now, hit, apply. It Okay, so it looks like there's two of those. Click on unsafe changes, disregard, no, no we want to save. Go ahead and click. That's fine. Go ahead and hit create. We'll just use this new one, this copy, and then just go ahead and delete laser out of here.
27:37
Okay, there we go, 2252 so now we can select everybody in this list, and we can just delete them all. Now you want to select the this text up here if you want to delete every contact on subsequent pages, there you go. Now you're here
27:58
Exactly, yep. So does
28:12
have to be capital, or Did I spell it wrong?
28:16
I think it's case sensitive. It's all caps. Yep,
28:28
you can just hit dismiss,
28:31
dismiss, yep,
28:36
okay, that's going to take a minute.
28:38
Yeah, okay, well, now I just want to make sure that when I add somebody, it's not going to interfere with what's there. So there's nothing there now, so it can't interfere with it, right? Can't duplicate. So is there anything else I need to know? I guess I got to go back to the to this page here and and watch the videos again and start over. But that's what I wanted to get. I wanted to clarify that kind of like that other girl before I deleted it.
29:17
Yeah, now that all those contact records are deleted, the any record that had the tag business also had a listing on the front end of the site. Those have all been removed, except for the two businesses that had the word laser. There was one other laser business I think, including your own, should just and it may take a minute or two, oh, yeah, high level to process deleted records. Yeah, after those 2200 records are deleted, there should only be one, potentially one other.
29:57
Yeah, this one's still there, but they all want. It be still there, who knows, until the like, it takes a while, like you said, it
30:06
shouldn't take too long. I would say just a couple of minutes. And it should, they should all be removed. Yeah, it looks like, looks like they're already removing some of them.
30:18
Let's see realtors. Let's see if they show up. No realtors, so that they're probably gone. Yeah, okay, that's my strategy. Is just to add and send them a message, text in an email, saying you got a new free listing. Maybe they'll go to the dang thing and look at these other products.
30:42
There you go. Okay, simple enough, yeah. So you just take your customer list that you currently have at the sign company. Soon as somebody does business with you, you go ahead and pass that off to your VA. They create the listing and then generate a one off email. Sounds good to me, yeah.
31:00
I want to get it automated so that just automatically does it, because we get in our other snapshot, in the sign business. You know, when they pay their invoice, they get a request for for review. So I guess I could put a tag there, do something there, that automatically sends them this email too.
31:23
Yeah, you could are using high level to send the review request, yeah, yeah. Then you could easily do that, yeah, you could build it into that same workflow.
31:34
I'm just wondering if this ask AI is going to be good enough. I can just talk to it and tell it what to do, and it does it for me. You don't have to have a VA, then you just, well, you still probably need one if you get big enough. But I'm still struggling with making no money.
31:55
Well, I think if you just, yeah, I think the plan that you've got moving forward sounds like a great plan.
32:02
Tom, Tom's video the other day, and he was talking about giving some of his customers that second step, you know, not the free one, but the premium, right, just to get them to pay attention more to this directory and and upsell them to the AI and stuff. So I thought that'd be a great idea for our business, because we do have a regular flow of customers, you know, right, right.
32:33
Okay, cool. I'm good for now. Awesome. Thanks, Bobby. Good to see you again. Thanks. All right. Lonnie, it looks like you're up.
32:44
Hey, can you hear me? Yeah, hey, let me share my screen real quick. Just real quick questions. So my first question was, can you see my screen now? Yep. My first question is, where are these numbers coming from? This total view, because I was getting views and site wasn't even up,
33:14
yeah, unfortunately that those views are a little misleading anytime the site loads. So anytime you load that the front end of the SDI site, it's going to count as a view. So they're not unique views, they're not they're actual, I think they're more loads rather than views. That makes sense. So yeah, I really wouldn't pay attention to these. Right now, I think the team is probably going to circle around and kind of re engineer this dashboard to make it a little bit more accurate. But right now, it's not entirely accurate, so I wouldn't, wouldn't put too much emphasis on those numbers,
33:57
right? It also be web web crawlers, yeah?
34:01
Yeah, I was thinking that, but I'm like, the site's not even loaded to even be web crawlers yet. So yeah, I was like, okay. My next question was, if you're in a listing, you can't just edit this and just switch it out instead of deleting it, putting a new one in and all that. So let's say I have another lawyer and I just wanted to just edit this real quick. And you know, any I'm off to the races instead of deleting it and editing, you know, because our issue has been, if you do do this, the URL doesn't change,
34:42
right? Yeah.
34:44
So, so, right. So now you gotta delete it, because I'm like, it would be fast for me to change picture and copy paste whatever I had, and I'm off to the races if I have a person that I'm dealing with like that,
34:57
right, right? Yeah. These are. All just like the placeholder demo type businesses, right? And you're right, though, there is no way to edit that URL currently, so once it gets generated, there's no way to go back and change that URL. So yeah, the fastest way is just create a new listing, which is essentially just creating a new contact and adding the business name, and then you would just go into the back end and, you know, add, if you wanted to do it manually, and then just add the image, okay?
35:30
Because I was also thinking like, even if it's one that I actually created and there's an error or something, and I need to edit it, and what, I have to delete it and do a whole new one. That was my thought behind it as well.
35:44
If, if there's an, if there's an error in the name itself, because that's, that's where we're pulling, that's where we're building the URL from.
35:52
Okay, yeah, my thing is, like, this a misspelling in a name. Okay? I don't want to have to redo a whole thing because of that.
36:05
Yeah, I don't believe, I don't think we have that. I don't even know if we have that in the works. Rachika, are you here or or? Steph, do you guys know if that, if URL editing for listings is that, is that a card, is that in the works at all? Do you know?
36:25
No, it isn't, I don't. So at the moment, okay, yeah, it's not there at the moment.
36:31
Okay, so Lonnie, I mean, I, I totally see the point. I think that's a great ad. So what I would suggest is probably create a card for that on our canny board. The dev team does look at those, those suggestions, that's where they draw up the next sprint cycle from. So I would say, definitely get that added. Because I think, I think that would be a really nice to have for sure, right?
37:01
Okay, my last one is the voice automation thing. Is that a thing, is that going to you're going to be able to use that like, you know, once they sign up, they the thing can call them and get them to do the rest is that, is that option? Is that working?
37:20
Or, you know, I'm gonna have to, I'm gonna have to ask rachika or Steph is, are we fully operational on that? Yep, on voice, we are
37:35
okay. Okay.
37:40
As far as generating listings, though, I'm sorry, go ahead. Yeah. I was just going to ask rachika, will it generate a listing based on a voice prompt, or voice input,
37:53
as you're talking soon as I know it's for the claim listings and then booking calendar.
38:01
Yeah, right. So it's just for outreach, for claiming, and so claiming an existing listing, not creating a listing, and then booking an appointment.
38:12
Okay, so it can so let's say I get somebody that the lights Likes A Thing, or whatever it'll call them and then get them to claim it and fill it in, or won't fill it in, or will I so as should be filled in, you know?
38:30
So the claim process, I don't know if you remember the training on this, but the claim process, essentially the listing is already created, and it's already there, kind of the framework of the listing. Obviously, once somebody claims their listing, they can go in there and they can customize it, add more images, you know, expand on the description, all of that sort of thing. But the listing already exists, so the claim process is just them saying, Hey, I own that business. That business is mine. You know, tie it to me. So they go in, they enter their details, their email address, and now that listing is essentially tied to their user account that they create. So that's the claim process. And then once they own that listing, essentially once they've claimed it, now they can customize it, right? But the listing has already been created. It's already got some basic stuff on it. Usually it's a name, maybe a phone number, maybe an address, and then, you know, an image. Sometimes people put an image. Sometimes it just has the placeholder image.
39:34
My last question is this, so as far as the warming up the emails, we're just starting this all over again. It's like brand new, new slate. So basically, we can only send out 10 emails a day for what next couple days, or whatever, and then we just, it's just a progression after that.
39:59
Yeah, I mean, I know. There's a lot of questions around email. I like, I've always said on these calls, like, I tend to be a little bit more conservative. I kind of take my time. I do use a third party warm up tool, but there's been times where I haven't used a third party warm up tool as well. I think the good rule of thumb here is try to look as human as possible. I think that's a really good rule of thumb. Human doesn't look like I purchased a domain on Tuesday, and by Wednesday afternoon, I'm sending 10,000 emails. That doesn't happen in the normal world, right? That's not natural, like you wouldn't do that normally, unless you were sending cold email, right? So that's going to raise suspicion. That's going to raise red flags. So try to look as human as possible. That's kind of my recommendation across the board. So 10 emails that sounds very conservative to me. I think that'll work just fine. Again, the idea is to kind of drip those out over time. You can increase those over time as well. There are software systems that you can purchase, third party software systems that you can tie directly to high level that can do that kind of automatically, but you can certainly do it with actual emails sending to real customers, which is what I'm assuming you're talking about right now. You can definitely do that.
41:25
Well, basically, I'm using my list, so just, you know that we just got, so we're just sending out 10 per day, you know, from that list that that we had imported on one just trying to make sure, um, when we sitting here for the next 30 days, trying to send 10 emails a day, like, you know, right? Trying to get, I
41:48
mean, it's not just about sending, though. It's because, like, if you think about, like, my first statement was, like, you want to be human, right? Like you want to, you want this to look as natural as prop as possible. If you Lonnie, were to send me an email, 99.9% chance, like, if I knew, like, if we were friends or whatever, or business colleagues, you send me an email, there's a 99.9% chance I'm going to respond to that email, right? Like, I'm just going to you're going to send me an email. Maybe it's a question. I'm going to respond. So it's not just about the sending. It's like, Are people opening it? Are they responding? Right? That's going to affect deliverability long term. So you really want to make sure that you're getting responses as well.
42:33
Gotcha, I guess it's the last one. So in those emails, we're not supposed to put links in it in the beginning, but we can put the domain in there, but just don't put the HTTP so it doesn't turn it into a link. You understand what I'm saying to here. You know, if you want to check it out, copy and paste and go here. You know something?
43:00
Right? Okay, yeah, I agree with that statement, yeah, definitely. I mean, especially like a cold email that you're sending to multiple people, if you include include links and images and all of that, that just decreases your chance of hitting the inbox. Decreases the chance that you're not going to get filtered, right? Okay, so, okay, or I'm sorry, decreases the chance, or increases the chance that you will get filtered. Sorry, I misspoke there, but it will, it'll increase the chance that you would get filtered, potentially land in a spam folder or some other filtered inbox. You know how Gmail does like the promotional inbox and all of those things, anything other than the main inbox, if it gets filtered into one of those that the likelihood that someone's going to see it goes down substantially.
43:57
That's and you can't do the old school email where you make the picture look exactly like, like the text. You know what I mean? It looks like the text, but it's a picture. You know? I mean, like, if I wrote an email, look like a picture. It mainly looks like text, but it's actually a picture. You know what I'm talking about, or have you seen it?
44:21
Yeah, you're, you're just, you're talking about regular text based email versus HTML email, right?
44:29
Yeah, it'll be a picture of sign up for my directory, but it does. It's actually a picture, not a text.
44:38
Yeah, no, you want to. You want to stick with text based email? Yeah, okay,
44:44
all right, cool. Thank you appreciate it. Yeah, no problem, right?
44:50
John, hey. Jason, so question, and actually got a couple of questions. I'm assuming this honeypot client capture kit is part of the the snapshot. Is that right?
45:11
I don't think honeypot,
45:15
it may came off the AI, yeah,
45:17
that was, that's, that's not part of SD. Ai, correct. Rachika honeypot
45:24
is a separate snapshot, right?
45:29
So my question is this, if the the biggest issue I see is companies going in and creating a listing, so I've got a client that has agreed to go premium, and I've created the simple listing forum, but my question is, and this is one of those emails inside of that honeypot folder, is, where is the link to the checkout? Do?
46:05
Good question, John, and I'm not entirely sure rachika or Steph. Do you guys know I'm not familiar with this snapshot, so I'm not entirely sure, John,
46:17
well, how if somebody goes in and claims or wants to upgrade their regular listing. Where does that take them, and for them to pay there must be and the reason I asked that is there there are no products in in here, so I'm assuming it's internally housed in smart, smart
46:41
direct John, actually, this is the payment or the checkout page that we have on the SDI, the plans page, the plans right that link, yes.
46:54
So in order to get them to pay, I would basically send them to the plans page and just have them select the premium and that will take them to the payment option. Is that correct?
47:10
Yes, and we are not setting up products like additionally, whenever you are setting setting up your plans, it's automatically creating the products.
47:20
Okay, okay, as long as I know where to send them that I can now, if, if I send them to that so if, if they already have site that I've created, and I send them to the plans page, then how does that connect to to their listing. Like you understand what I'm asking you. I mean, if they go here, yeah.
47:48
So it will open all the assets and the features for them, like whichever you have enabled inside of the premium plan. So just like all these under the checkbox, it will open all these inside of their profile.
48:04
Yeah, but how does if they go in and if they, if I just send them to this plans link and they click upgrade, how does the system know to upgrade their particular listing
48:19
that's on the back end. I Yeah, that's that's
48:23
all automatically. If they claim their listing, they will receive an email, a series of email automation. They will, once they claim the listing, they will receive the premium push. I think that's the name of the workflow of Chica, right?
48:41
Yeah, it is, yeah, it's push. So you're saying that in order for this to work, they have to claim their listing first. They can't. I can't just send them a link to upgrade a listing that I created for them, because they haven't. Because they haven't, they haven't claimed it yet.
49:00
Okay? Yeah, they
49:02
have to claim it first, yeah,
49:05
but if you would like to send this, yes, you can,
49:09
okay, all right, that's what I needed to know. Thank you.
49:14
Yeah, so you can create that listing ahead, just so everyone's clear on the call John, you can create those listings ahead of time. Once the listing is created, you can then send them a link directly to the listing and ask them to claim once they claim it, then they can go to that plans page and upgrade. But as part of that claim process, I believe rachiga Correct me if I'm wrong. We do redirect to that plans page during that claim process as well, don't we? Right?
49:43
Yes, right, yeah. So like,
49:46
if you just, if you just send them the one link to their actual listing and say, Hey, go, go through the process claim the listing, it'll take you to the plans page where you can upgrade once you go through that claim process. So.
50:00
After they claim, they will land or redirect lands page.
50:04
Yeah, okay, okay, all right. So just send them basically, to their to the link, to this link, value, to their list of sharing, yeah, to their listing, and then tell them to claim it. Okay, yeah. All right. That's easy, because
50:17
then at that point, then everything happens all at once. There's not, you're not breaking up the process. They don't need to do, you know, take two different steps at two different times. They just go there, they claim, and everything's tied to that account that they create at the time of claiming.
50:33
Gotcha, right? Gotcha, okay, yep, all right. Appreciate it, yeah, thank you. No problem,
50:38
right? Paul, you're up next.
50:46
Hi, I was I have two questions. Where do I go to change the featured blogs so it shows three of them, and I want to change it. I can't remember how to do that.
51:06
That's a good question. You want to share your screen pulling up on my end to just to see if I could find it real quick for you.
51:17
Is that for listing? I'm sorry, is that for listing, like, how many listings you want to show?
51:29
No on the I'll go to the I'll go to the I'll go to my this is my directory, and on the bottom, it shows these three blogs. I want to switch those up to show you know, I've got a number of logs I need to add, but I want, I want them to change. I want to be able to change them daily.
51:56
I think there's no current option yet or the featured blocks,
52:04
but I know I can change the I've changed them once before in terms of the like this page on number one, I know I i changed these up. So is, I can't remember how I did it, though
52:27
there's no reorder option for the blog post.
52:32
Are you sure? Yeah,
52:37
even if I put, I think somewhere, is it brand I don't think it's brand name, but yeah, so if I'm in content, maybe it's not content, maybe it's general.
53:07
If I go down here blogs,
53:14
Can I do anything here like,
53:19
no, that's just the label for the menu. Yeah, that's not the actual posts themselves. That's that's just the menu.
53:30
What's open a new window mean?
53:33
That means when you, when you click on the blog option from the menu itself, it would open a new tab in your browser, rather than just go to the blog page in the same browser window.
53:47
All right, I'm gonna try that. But anyway, so there's nothing I can do, huh?
53:53
Yeah, I'm looking either,
53:56
yeah, if you check the Submissions tab inside the SDA app, there's no reorder lots and fruit blocks.
54:06
Where's that? It will
54:07
show that this one beside businesses.
54:20
Towards the top there. Paul, yeah, you'll see, oh, okay, you're already there, yeah,
54:26
yeah. So there's no reordering, huh?
54:38
Yeah, the reorder, I guess, just exists under the businesses themselves, the business listings, as well as the menu, right? We can reorder all of that. It's just these posts. Yeah, there is no reorder option,
54:55
okay, all right. And then my next question is, um. Um, I have a bot that I can put on my website as a animated bot, and it says, tells people if they want to take a tour, to take a tour of my website or ask any questions. Is, do you know where I would add that, in on my, on my, my directory, or can I Yeah, enter that, yeah.
55:32
If you go to settings at the top and then click on custom code, you'll most likely just put that in the Body Code, and so down there, that's where you're going to place that script, okay, for any type of bot. Yeah, that should
55:51
what happens if I get rid of this here?
55:55
I don't know what that script is,
56:02
yeah, I haven't put anything in.
56:06
Says, synapse. Ai dot Dev, do you recognize that? No,
56:16
I have seen this. I didn't know what that was. Let me see if I can pull it up. Let's see
56:33
that doesn't pull up anything. Yeah, I'm not sure. I don't that's not, it's not one of ours. It's not a script of ours. I believe.
56:48
Okay, and then if I haven't seen, you know, I just haven't done it. I mean, I want to, what does the new what's the best route for me to go to understand the new menu features, video by Tom, does it explain it in there? I haven't. I haven't seen the video yet. I haven't watched okay?
57:19
I think so. I think he did a training, if I remember, right? He did a training on that new menu. Okay, okay, and that's in the members area now.
57:29
Okay, perfect.
57:31
And just real briefly, is that gonna do i Is it code that I put in where I just was
57:42
for the new menu? Yeah, no, the new menu is part of your SDA, I app, it's already been updated,
57:49
okay, but I have to update it on this site.
57:56
I think it was seamless. What wasn't the push seamless? Rachika, I mean, it, it updated. Everybody's correct as soon as you went reloaded. It did already, Yep, yeah, yeah. Everything's done. Everything's done. Paul, okay, yep, okay, if you just go on the back end of SDI,
58:16
there's a where's it? I think it's under was it branding? It's under branding. Yeah, under branding.
58:29
And then there's the menu builder. So yeah, click on Edit there, and then you'll see menu builder. There you go. Yeah. So this is the new menu builder here. Okay, so I'll also shared the link, perfect. Thank you. Yeah, Paul links in the chat so you can go watch that video.
58:53
Yep, okay, thank you. Yeah, you're welcome. Anything else? Any other questions?
59:01
No, then I'll do it. Okay,
59:03
awesome. Thanks, Paul. Thank you. Raza, you're up next.
59:10
Yeah, same question regarding the AI disclosure, I might be able on the line and he can kind of share the screen. Philippine there, last Tuesday, somebody told me that to add another box of disclaimer on the form, and we tried to, but we could not add it So Philip, either you can share your screen.
59:49
See Philip should be on.
1:00:02
It, yeah. So what? What's a quick way to do it?
1:00:11
So Are you're talking about the high level form, the terms and conditions box. You're not able to add a third checkbox. Is that what you're saying?
1:00:21
Yeah, so it's the disclosure for the AI bot.
1:00:31
So let me see I know, because I was just looking at this the other day and I saw the same problem. So let me, I think what we can do, though, to get around this. Let me just share my screen real quick here. So we've got a I've just got just a general form pulled up, and the TNC is right down here. So if I drop this TNC, this is what you're talking about. You can click add another TNC box. So it adds two, but there's no option to add a third. Is that correct? Raza? Is that way? Right? All right. Okay, cool, yeah, so I understand what you're saying. What I haven't tried this, but I believe what we could do is just grab a third. Let's see
1:01:19
box tried that and it didn't work. Like drag a new TNC.
1:01:25
No, not a new TNC, just a check box here. So a third check box option, and then what you would do here is, under Options, delete all of these and just have a single option. And this would be your AI terms here. And then, you know, you can give it a label, AI terms, right? So you could have your two we could have these here, like this. Let me go ahead and save this, and then a third box down at the bottom. So just grab the checkbox option over here and pull that over.
1:02:08
Okay, and, and that's for many voice AI. Now somebody said, I have to give that as an optional or have a checkbox. So that's one of the message understanding I had, right?
1:02:25
Yeah, so the only thing that you need to do on all of these is just make sure you don't tick this box where it says required, don't, don't turn that on, keep that off. That gives them the option so they can still sign up without giving consent for for the for SMS or for AI, if you make it required, then they have to check this box.
1:02:54
If they don't check it, the voice AI will not call them.
1:03:00
Legal. You're not allowed to.
1:03:03
How will I know?
1:03:06
How will you know if they check the box
1:03:08
No, how will I know? It's automated, the voice AI is calling them, and they claim this thing, and it's gonna call them. How will I know?
1:03:19
So I'm not sure if this is part of the part of the automation or not, but the way that I would do it would be, if that checkbox is unchecked, then I would filter those leads, either probably using a tag and put like a Do Not Call tag on them, as well as mark them as D and D for a call. And that way the AI would not be able to call them.
1:03:45
But how will I, where do I see that report where they don't schedule? Where do I? How will that notify me? Where would that notify again?
1:03:55
You could build an automation that notifies you as soon as somebody fills out this form, and then you could be notified of exactly what they selected, if they selected that or not. So if you wanted that, that could be part of that automation. Again, I'm not sure if this is already in there or not. I'm just kind of speaking off the cuff of what I would do so, but I'm not entirely sure what's in there. I haven't looked at it myself,
1:04:23
but usually the automation is triggered with a click. If they don't click on that will, they will be able to have an automation that
1:04:35
can trigger right because the automation the trigger is when somebody submits this form. It's not when they select the box. So the trigger is, this form got submitted, and then there's a filter then that, that's what triggers the automation, and then there's a filter inside the automation that says, okay, that form was submitted. Was this box checked? Was this box checked? Was this box checked? The answer is yes to all three. Very cool. They go down this pathway. If the answer is no, they go down a different path.
1:05:06
Okay, I got it. Okay, that makes sense. Yeah. I mean, this is like we are just, you know, using tape to put to put together this part, but not really streamlined yet. You know, got it? Okay? All right, figure out I'm not just anybody else using that or has any issues. How are they doing it?
1:05:34
I'm not sure anybody else on the call that wants to unmute and talk about that, if you're already have that set up.
1:05:45
I have outbound ai do appointment reminders, but yeah, if they don't, if they don't check the box, it will not call them at all. You have to have the language. You have to have that form, that language on that form, approved from that and then, if that's approved, then, then the AI outbound will will call, but if not, then, then it won't. That's if you're using native, high level,
1:06:16
right, right? And what is your rate? What's been, kind of your appointment rate from that.
1:06:22
Michael, I mean, to be honest, I have, I haven't used it. I haven't used it a lot because my regular reminders are very good. I've I hard. I don't remember any time people have done a no show so without it, but I just was like, I'm gonna just try this out and see how it works. But I already have a very good show rate. Call it show up rate, yeah. So I have a text message that goes out the night before saying, basically, it says, I'm looking at my calendar, I see we're on tomorrow at, you know, appointment time. Is that still good for you? And I give them a, you know, they have up until the morning to answer if they don't, I send them a voicemail, drop in a text, saying I didn't hear back from you. If, if I don't hear back from you in an hour, I'm gonna free up the spot for somebody else. And that, right, that whole, that little sequence right there, people either cancel and it will automatically cancel the appointment. So, so
1:07:34
there we go. You're using it mainly just for reminders, not for actually booking the appointment, for calling somebody and booking them over. Voice correct? It sounds like that's what Raza is trying to do. Is that correct? Raza, you're trying to use it to actually make an initial contact with the person and book the the appointment.
1:07:53
Oh, no, right? Now I'm just kind of getting it set up for the sbai system that Tom has where it says when they do a claim a free listing, then the bot, the voice AI should fall, calls them to verify, and then they the voice AI upgrades them automatically or pitches them to upgrade. So I want to get it, get that set up right now.
1:08:21
Got it? Okay. So slightly different, okay, got it. Well, I think if you, if you try that, what I just showed you on that form, you should be good. And then, like we said, set up that automation and do that filter so that that voice AI will not call those people that don't give consent, I think you should be good.
1:08:44
And what's the language that you have this you accept, you agree to take that voice, AI, voice balls,
1:08:54
required language that you're going to have to, you know, in in high level, there's required language that you have to have on that form when you set up the outbound AI, so that's the language. So you'll have to get into high level and and look at that.
1:09:13
Awesome. Thanks, Michael for chiming in there. Thanks, Rosa. Any other questions? Rosa, are you good? I'm good. Thank you. Okay, cool, right? I know we still have, Bobby, you still have your hand up, Paul, you still Yeah, I don't know if you had another question or Yeah, I
1:09:28
had another question. Okay, cool, yeah. I don't know if anybody here knows if Tom on a video I watched the other day. He was going through a pretty quick, I don't know if he put any kind of training in the back office for you know, he was showing how to use the prospecting tool, and it automatically pulled pictures and everything and put it right in the directory from the prospecting tool. And he showed some of that, but it's so quick. I don't know. I haven't been over there to look to see if he put that training more specific. I know on YouTube that was
1:10:10
from the Google, Google API.
1:10:17
Okay, well, I didn't know. I don't know how to do that. But I was hoping somebody knew that he actually explains it more in the back office, so that I could do it, because he had a really good system, you know, and basically it done the search for that company, got their Google account, moved it over to the directory with a couple of pictures you choose, and set them all up, all automatic, almost you just push a couple buttons, and it worked.
1:10:52
That was that video that he did in regards to getting 500 leads at one time using the prospecting tool. Is that
1:11:01
that may be in the part of the title, yeah. But he was showing it at one, one person at a time in the showing how to do it. But it was still not, you know, like in the back office. I was hoping he had it line by line, step by step, you know, instead of just a video, right, right?
1:11:21
I have never seen images being pulled from the prospecting tool, so I'm not sure if that's correct, but I do know that we can pull images directly inside the SD AI app, because we have the Google because Google API, because we have that Google API connection, right? API key. It may be in
1:11:44
two steps that he's doing,
1:11:46
that's what I'm thinking. It was pretty easy the
1:11:49
way he showed it and explained
1:11:51
it, right? I don't know if any of the girls here, rachika or Steph, do you guys have a link to that training video that maybe Bobby and everybody else could re watch if they're interested. But I think Bobby, it's a it's a prospecting video that Tom did in regards to using the prospecting tool in order to find, find businesses and then bring them into your SD AI app,
1:12:21
onto your door. He was doing it was he already had. It's like, what I'm going to do. It's kind of, you know, similar. That's what made me think of it. He was taking the prospecting tool and just looking up a particular business. He wasn't trying to really get a list. He was getting that information and putting it right into the directory, because he knew that person already, right?
1:12:48
So I do know, yeah, I kind of, I watched that training. What it was was, obviously, it goes, adds them as a contact into your contacts, and then puts the tag of business, so they go up into the directory, and then if you have the your Google API key set up, then you can go into the business of that listing. And then there's two icons of Google. So he pushed the second icon of the Google, and it pulled the pictures from that listing, Google listing.
1:13:26
I just need to go back and watch it. I just didn't know if anybody had paid the attention to that. I just that's, you know,
1:13:36
so Bobby the the main difference here, because this is some this is a newer feature with high level before when they first released the prospecting tool, you weren't able to use the prospecting tool within a sub account. You had to use it at the agency level, which meant that you could go out, you could find a business, you could get their details, but then you had to kind of copy and paste and move stuff manually into a sub account. That's not the case anymore, so now you're able to use the prospecting tool within a sub account. So exactly what Raza just said, you use the prospecting tool within a sub account. You go out, you find a business, and then as soon as you find the business, you can essentially just copy their information with a click of a button. It goes right into your contacts inside that sub account. And then what he was saying is, then the only other step is make sure they get tagged in high level with the business tag, right. Which that business tag then creates the listing in SDA i, which then you can go into your SDA I app, click the little Google icon, which pulls in from our Google Maps API integration, pulls in an image from their Google profile. So it's kind of a two step process, but that it starts with using the prospecting tool inside the sub account. Rachika just dropped the link, I think, to that same video in the chat. Yeah, so you, or anybody else that's interested to can go and kind of revisit, but I think that I haven't seen the video, but just based on what you're what you're saying, and what Roz is saying, that's what it sounds like to me. It was a two step process. The API was only on our side and only pulling images from our side, but because the prospecting tool was being used in the sub account that just made that process seamless, right? Yeah, yeah, yeah, yep,
1:15:27
yeah, sounded good. And that's what turned my brain on to the idea that I had just so I could just, bam, bam, bam, add customers as they paid, yeah, I would get a notification or something from the paid invoice and say, Hey, you got another customer. I could just go type them in the prospecting tool and load them up, right?
1:15:51
Yeah, I really think it's that video that he did five days ago. And it the title of it is this AI prospecting update just made cold outreach obsolete. 500 leads in minutes. And that's on his YouTube channel.
1:16:12
Yeah, I was just hoping he broke it down more in the back office. I didn't know. Nobody knew that, but broke it down. You know, I in a YouTube video, you can't do that. Usually. You just tell it a concept, the overview, where I wanted
1:16:29
a break, one minutes in length, this video, okay, I'll re watch it. Go to Yeah, yeah.
1:16:36
All I got was the overview. The first watch. I'll go back. Watch it some more,
1:16:42
and rachika did add a link there. Bobby, I don't know if that video is different from the one that Satura is talking about.
1:16:49
It is because that one is the one going to the membership. Sharks, offline. Sharks, membership. So that's the quick video.
1:16:57
Oh, okay, yeah, so that's a different one, but
1:17:04
this one he just did five days ago,
1:17:07
got it, and that's on the YouTube on his Okay,
1:17:11
okay, that's all I needed. Okay, cool. I don't know. It looks
1:17:15
like Chris just dropped a link to the YouTube video there in chat as well.
1:17:20
I Yep,
1:17:28
and looks like the same video that that satire was talking about. So that's perfect, awesome. Okay, cool. Any other anything else, Bobby, are you good? No, I'm good. Okay, cool. Anybody else? Any other questions?
1:17:51
Hey, Jason, I've got a question, sure, and it's in regards to the menus. When Tom was doing his video, he stopped right at this point where he was going to use, he was explaining everything, and then in the menu, he came to a point where it would be like adding the same type of tag to a different to a different name on the in the menu. So, for instance, in regards to food, you say, you have some places that are dine in, and then you have some that are strictly just take out when we're using like say, you have, you have dine in. Say, for instance, Chinese food and and you also have some that are takeout and Chinese now, do we he, when he got to the point where he was going to use the the Chinese naming convention again, he stopped, and I just wanted to know if, in regards to searchability or or the taxonomy autonomy of the of the naming conventions is, does it Do we need to? Can we use the same, the same menu tag for that? Or is, or is it better to do like a double naming convention of, say, take out only Chinese type of a thing. I didn't want to get it too confusing,
1:19:40
but I think, I think I know what you're saying. So you're asking, do we, do we have to create separate dine in or take out for food type, right?
1:19:53
Yeah, because I'm not necessarily, you know, and sometimes we don't necessarily want to put it in the menu. But. Going to be a tag behind that. We hope to be searchable.
1:20:03
I think that's what this whole menu was supposed to solve. I believe, I think we can do just a single, but maybe one of the other girls, maybe rachika, could chime in on this. But I believe that it's we that it it should be fixed with a single so you could just create the Dine in or the takeout, and that can be applied across the board. Is that correct?
1:20:29
Rachika, yes. Jason, so that is fixed. For example, your main menu item is maybe Chinese, and then other is Continental, and you want to use like dine in and dine out for both. So you need to make sure that you have dining and then Chinese, both for that one business listing, and then dining and yeah, continental for that particular listing, right? So it's like that one universal tag and then one menu main item tag, right?
1:21:01
You, and you could just use that for any type, yeah. So that's, does that? Does that answer your question?
1:21:07
Jason, yeah, if I, if I understand it correctly. So you're saying so we have, whether we have in the menu, it's dine in takeout or food truck. You can use the this. You only create the the Chinese tag once, and you can, you can pop it in there and it will, kind of, it will work. Fine, okay, okay, well, that's good, because, you know, you don't, I don't want to put it in the I'm really not looking to have it show up in the menu, right, but it just kind of behind the scenes would would help, but at the same time, there is a need for it to be in the menu, like, say, under just food, kind of depends on how you set it up, I guess so. Okay, all right.
1:22:09
And yeah, I would say like, how are people searching? Are they really? Are they searching by type of food, or are they searching by whether they can dine in or or take out exactly.
1:22:25
So I would think that if they're looking for food, they might search food in the menu and then look. But if they're they're just using the search bar, they might just, you know, put in, you know, Chinese or Mexican or Italian, right?
1:22:39
And that's my assumption as well. That's, I think that's what most people will do.
1:22:44
But if they do, if they want to narrow it down to just food options, so then they get the, you know, they get a picture of what's being offered as far as food. Yep, totally then that, you know, that makes sense, too. I Let's see. So with, with now, he mentioned, well, in in the video, in the back office, it's a little bit outdated in that it doesn't it, it shows, it still shows, creating a tag through the business area, and now it seems like the only place to create the tag is the same place that we create the menu options. So the question is, if we create the tag in the menu options, but then just don't add it to the menu. That's the same as creating the tag in the back end.
1:23:49
One thing we did is we updated the name. So we changed the name from tag, like business tags, to listing labels, and that was to kind of clear up the confusion around tags. Now there's still the listing label section inside SD AI, and I believe you have to create those listing labels before you build the menu. Is that? Is that correct? Rachika, or can those be created simultaneously inside the menu? The menu builder
1:24:22
did? You need to create listing labels first, yeah,
1:24:25
first, okay, yeah, so you'll go to that listing label section, and that's under businesses inside SDA. I Yes, right, yep, I just shared the links. Okay, yeah.
1:24:43
Yeah, you still go back into the businesses and add the tags or the labels
1:24:54
to Yes, yeah. You still have to add them to the listings so that we know which listings to show. It based on what somebody's searching
1:25:06
and so you can create the menu, but then you still have to create the label in order to be able to add that to the listing.
1:25:17
That's correct. If I'm if I'm understanding you correctly, I believe I am.
1:25:23
Yeah, yeah. There is one more update that Tom shared in the school group, so I'm just going to share here about the latest upgrades we have in the smart directory. Okay?
1:25:38
Is that just a post that you're sharing? Oh, you did. Okay, perfect.
1:25:45
Yeah, there is a video as well inside awesome. So it will help to understand like, what changes we did, how listing labels are changed, and how business tags are still working. Perfect, awesome.
1:26:06
Okay, all right, thanks, Jason, that's that's all I got right now.
1:26:12
Yeah, no worries, Jason, yes. Add a post the link here for Bobby. There's another one that Tom did, similar to the 500 leads that he did two months ago. This one's still this AI to just broke local business prospecting 500 leads in two minutes.
1:26:39
Sure, yeah, you want to add that to the chat for everybody the link, awesome, great. Thank you, satire,
1:26:54
right? Only, the only issue I'm I'm thinking of in the with the menu, is it? I don't think it seems to be searchable for like, two words, unless you put the label on it that's two words, or, like, say food, Italian, if you search food, then it brings up all the food, but you don't get another option to filter that down to just a specific type of food.
1:27:29
Are you talking about just using the search bar if you're searching
1:27:33
for in in the directory? Yeah, whether it be well, even if you go through the menu, there's no search bar on the results page when you go through the menu, I don't believe either. Yeah, yeah, no, there's not. There's no way to to search for a sub category, really, unless it's so you can't really find that unless you do put it in the menu, is what I'm seeing, because there's no additional search unless you put it in the menu, in the menu showing as a subcategory that is both food and the type of food.
1:28:22
So yes, I think that's right. Maybe if your universal tag is like dining and it will not ask you to filter out, like, if that is for Chinese or Continental or for any other, yeah, yeah. So that filter is not available at the moment. End,
1:28:43
yeah. Do we have rachika? Do we have a card for maybe adding a search to a category page or a subcategory page?
1:28:57
Yeah, I think we can add that for the feature request.
1:29:01
I added that, you know, having a search bar and the results on the results pages would help, but I still don't think that that's going to allow for the sub category searches.
1:29:14
Well, that's why I'm thinking like, instead of a search bar, maybe it's just a filter so and the filter changes based on the results page, right? So, like, if you were to go to that if you were to go to that results page, you'd have a standard filter bar that allow you to, you know, like, maybe a drop down menu, and you could select what you wanted from that filter bar. But that filter bar changes, obviously based on whatever that results are. So if it was food, then you'd go, there you go to the results page. And maybe one of the drop downs would be all the different types, right? And you could select Chinese or American or whatever you wanted, dine in or dine out, right? Lack could be one of those filter options. And but maybe that would be better than just doing a general search bar.
1:30:07
Yeah, I think you're right, because then they wouldn't have to worry about typos and picking the we wouldn't have to be worried about different variations of of the word. They could just see what's in there and pick it, right?
1:30:22
And that would all be based on, and it's just gonna, it's just gonna generate that filter bar based on how you've set that search result up, right? So when you were structuring your food options, however you structured it. Those would be the options available in the filter.
1:30:45
Yeah, that would be awesome. That would really be great.
1:30:48
Yeah, yeah, maybe we could. Maybe we could put something together. Rachika, put a card together for that. Yes, I think that would be super helpful for everybody.
1:31:03
Yeah, I'll definitely do that. Okay, cool, awesome.
1:31:08
Thank you. Yeah, no problem, Rosa, did you still have a question? Your hand still up? I didn't know if you Sorry? No, I'm good. Thank you. Okay, cool shell. You had another question.
1:31:25
Yeah, a quick one. So if you're in your sub account, it just didn't go high level. You're not in smart directory or anything. Can you see if you have what's what snapshots you have is the only way you can tell by the attributes that the snapshot is put in.
1:31:49
So you can what you can do is you can go to the agency level and you can look up your sub account, and from there, we can see,
1:32:04
I believe. Let's see here, where is it at? Actually, it's under.
1:32:15
Give me one second. I'm just trying to find it real quick.
1:32:19
I'm following you, so just Go ahead and say you.
1:32:42
It's not going to show there. Okay, you know what? I bet you. Let's see. I think if we go to go to my audit logs, it should show there. Give me one second. Let me just do a search for it here. Let's see. A snapshot.
1:33:16
Just that it would be very helpful, because I have a lot of snapshots I've collected, right? And I want to know which account, which sub account has, what snapshot? Yeah.
1:33:30
Okay, there is, yeah. So at the agency level, if you click on settings and go to audit logs, one of the filter options is snapshot. So yeah, if you go to audit logs and then go to it's that middle, middle filter, there's an option for snapshot, and so you can filter and you can see which snapshot was loaded.
1:34:01
You mean the module all, snapshot, yeah, yep.
1:34:08
Module all, yep. You can click on snapshot, and then you can see, on the left, it'll give you the name of the snapshot. It'll see, it'll get, it'll tell you who did it, right? So what user loaded the snapshot, the date, the time, and then if you click on the little eyeball, let's see that should tell us, yeah, if you click on that, it'll tell you where it got loaded. It's kind of in the code. You can see it's in quotations. At the very top, you'll see the name of the actual sub account that it got pushed into.
1:34:51
Do you see that in the code?
1:34:54
If you click on the eyeball, do you see that little eyeball? Okay, so, and then if you. Scroll down. So it's like a menu slides out from the right, there's a section called modified details. Yeah, yep, if you go down in there, sub accounts, yeah, okay, yeah. And then right underneath the word sub accounts, it'll in quotes. It'll show you what sub account it got pushed to.
1:35:18
Oh, wow. Good for you for finding where are you looking? Yeah, thank you very much. Sure. I still won't be able to keep them straight, but that's okay.
1:35:32
I'll show you guys real quick here. Let me share my screen so you guys can see what I'm seeing here. So this is what I was talking about I'm under audit logs. And then here's the filter for snapshot. And then if I click on this little eyeball, this is what I'm talking about right here, so you can see where it got pushed to. So here's the word sub account, and then this is in quotes. It tells you what sub account I got pushed into
1:36:02
Cool, great, yeah, that's helped.
1:36:07
Yeah, cool. Anything else, shell, is that it? I'm assuming that's it, Bobby, did you have another question?
1:36:22
Well, I was wondering about those cards you've talked about the future, things to add to directing? Sure, has anybody thought of a way to leverage in, maybe affiliate, some kind of numbers they can gain so many points they get a reward, or they get a commission off of a referral. Or anybody thought about trying to set up a some kind of reward program, or affiliate program,
1:36:55
to get somebody to sign up for what just a listing, or to get somebody
1:37:00
sign up for a paid listing, you get, you get points. You might get a one point for free, one and five points for a paid, you know, Pro, and then if you do a a thing, you might get 10 points or more, you know, yeah, could be something like that. I'm just dreaming out loud.
1:37:19
I mean, the affiliate, so, like high level already has the affiliate, like an entire affiliate module built in, right? But that's
1:37:26
but, but that person that I'm trying to sign up for high level is in a small business. They're not going to participate in the affiliate program in high level, but they could, and maybe in a directory, they can refer more customers to the directory. They're our business. They're not.
1:37:44
Yeah, no, I get it. No. What I'm referring to, though, is the affiliate manager that's located within a sub account, which allows you to run your own affiliate program for whatever business that you have. So in your case, you would be running your own affiliate program for the directory site, and so you can generate affiliate links for your directory site that you could then give out to your affiliates, right like so somebody says, hey, yeah, I wouldn't mind referring People your way and getting a kickback. Cool, you set them up as an affiliate inside your sub account under that affiliate manager, right? Okay, and they get their own unique link that leads them back, that leads their customers that they refer back to your directory site, okay?
1:38:40
And they get credit. Didn't realize they had something I could use on this, yep, because I was just thinking about the way I'm going about it. Once I sign them up, give them a free pro listing, if they're a signed customer already, then I offer them, hey, here's the way you can get rewards and and get discounts on an AI bot or web page if you need it or whatever, sure you know some way to encourage them to buy more for me, right?
1:39:16
Yeah. I mean that affiliate manager could work.
1:39:19
Okay, yeah.
1:39:21
Now it doesn't work on a point system like you were describing. It's, it's monetary, it's, you know, money, yeah, yeah.
1:39:31
That's just a number two, yeah.
1:39:34
So it would be, and the way that they work, you know, you can connect it to stripe, and it can generate a payment that gets automatically sent to them based on whatever schedule you want to set up. So maybe you you pay affiliates once every month, or once every three months, or whatever it is. You know, there's
1:39:53
no way to give give them credit toward purchasing something else another sign. Another service, I'd rather not give them money. I'd rather give them discount on something.
1:40:08
So you could, you would just, you would just have to set it up a little bit differently, like using the built in affiliate manager, trying to tweak that to work for, you know, points or credits towards some another service probably wouldn't be the best route to go. You'd be better off like building maybe a custom form for each affiliate. And then, you know, when a referral, when that form gets submitted, that that's they would use that form to submit a referral to you, right? And then you would keep track on the back end. Kind of keep track of how many referrals they've sent you, right? And then you keep track of those discounts. So it'd be a little bit different process. What about the
1:40:52
cards that they're selling on high level? Now, could you know you can buy like when you go to restaurant, you buy a card and give away to for somebody to get a $20 $50 eating. You know, go to a restaurant or something to eat on it. Think high level starting to sell those, aren't they, and you can put any kind of branding on it or something.
1:41:21
I so I haven't played around with it at all. Bobby, so, you know, I don't want to speak to it, just because I don't have any experience with it, but I'm, I can certainly look into it for you. And, you know, I can, we could talk about it maybe next call.
1:41:35
I don't know how, how effective it would be, because businesses are so busy, but if there was a way to, if there was way for us to put something in their office, like a scan thing, QR code, and every time some of their customers, hey, you know, scan this To get, get on a whatever you promote, and they would do that quicker than they would refer somebody, because people won't. People are too focused on their own business to help you. Yeah, but you got to be easy.
1:42:15
I mean, you could do that. That's that could be set up real easy. I mean, high level has a QR code generator that you could use. You could generate that QR code. You could, you know, build a nice little graphic in Canva. They could place that in their office or in their business. Customer scans it. It could go to a landing page that you create in the sub account. They fill out the form, and that could trigger an automation right. And you can keep track of all those form submissions, so whether you're
1:42:46
helping every customer would have a different QR code. So you can keep track of who refer some kind of system that would work to get more traffic back to the directory, and maybe even something that they could benefit from, you know, you get, if they would help build the directory, you you got to approach them where it's a benefit to them somehow to help build that directory.
1:43:21
Yeah, I, I like, where your head's at. I mean, you're, you're trying to think outside the box, and trying to think about how to, how can we use some of these tools, these other tools that we have available to us to to kind of tap into our market. And like you said, use, use the the businesses that are in your community to kind of help build, not only their business, but also help build yours at the same time.
1:43:49
Yeah, yeah. Everybody is community. Work together to build, right? Everybody benefits.
1:43:56
Well, just kind of, kind of think about it and see what else you come up with. And I'm happy to bang around. The only
1:44:02
reason I brought it up is just I thought, maybe, you know, if somebody in the depth you know, developers know about the thought, maybe they'll develop something that's automatic, you know, and how in this, in this app already, where everybody wouldn't have to come up with their own.
1:44:24
Yeah, I know that the big push right now for the developers on the SDI side is creating a different directory type, and that's what they're really focused on right now, because there are a lot of people that want to create directories, but not necessarily a business directory, and so the next type of directory that they're going to create will be a people focused directory, where, instead of you're at a adding a business, you're adding a person, right? So that could be used for Network. Marketing could be used for real estate. It could be used for all different types of things that you can you could use that for, but I know that's where a lot of the development focus is right now, just because that that was already on the roadmap. But I totally agree with you. I think that maybe circling back around to figure out, hey, is there a way to incorporate either what high level already has on the affiliate side, or a portion of what they have, and then something custom added onto SD AI to kind of accelerate that. Like, what, what does that look like?
1:45:34
And what, you know, you touched on it, kind of on the edge of it, but I even thought about later on, once I get cash flow, and this one going is to build directories for other people, not sell the directory, but sell a snapshot monthly fee, and I'll build a directory for you, right for their networking business, or, like you said, people, whatever niche they are in, build a directory for that particular thing and manage it for them for a fee. But I have to get better at this stuff. I think
1:46:14
you're doing fine. I mean, I think you're doing just fine.
1:46:18
I personally, you know, I know the overview and the 30,000 square feet, you know, I can see the vision, but to do the little things in the back end, and I need somebody that's really, really good. And they say that, AI, ask, AI, they're going to build it where you can just type in what you want, and the agents going to build it for you someday. That might be I mean, I know there's probably not going to work off the cuff right now, but right I played with the website yesterday, and it will only do one page, unless I know, don't know what I'm doing, it only does one page. It won't do it. It won't copy it an existing web page with the extra pages. Got it. I just made one page, then I copied a second page, a product page using another web page in that and copied it, and then I just duplicate, duplicate, duplicate, duplicate, and make a product on each page. Right is that, and change the wording and change the pictures for but the frame of it's the same on each page. That's the only thing I can figure out to do.
1:47:29
Well, high level, well, you know, high level does allow you to clone it, clone the page once. That's what
1:47:37
I'm doing, yeah, yeah. I make two I make a whole page, I make a product page, and then I clone the product page over and over and over and put different products on each page. But that's on. I couldn't get the AI to make those product pages. Got it. Got it. I had to, I had to go back and and get start in two different places. And then I moved this product page over to this, this final or play page. Then I started cloning each, each one. But, yeah, that's a lot of work.
1:48:14
Yeah, yeah, it is. It's, it's definitely some work, that's for sure.
1:48:20
Yeah, okay, well, I just wanted to throw that up there and see if anybody would grab it. Cool.
1:48:27
Well, I know Michael's got his hand up. Michael, did you have something to contribute there, or was it something else?
1:48:32
Yeah, no, I was gonna say because I've done a bunch of affiliate things inside high level even before the affiliate manager was where it is now, and yeah, the one thing that I've done is I use the affiliate manager to track who is who is referring right. But one of the things I was going to say is add a hidden field in your form and then hard code those people to that specific person. So whether they, whether they upgrade to, you know, whatever a level, one thing or do one on one coaching, you know, whatever it is, you know that. You know, Bob brought in Sally, and then Sally's lifetime value is $28,000 well, you can give Bob credit for all of that stuff. So, right, right. That's, I mean, that's, if you want, like, you know, the first level affiliate to get all that. Some people don't like to do that, but that's all the ones that I've done is we've hard coded in the that person, and it's just a, it's just a hidden field in on the form, on the registration form,
1:49:44
that's a great ad. Yeah, I like that idea. That's really cool. Yeah, I think that's, that's a great way to tackle it. Awesome. All right, guys, anything else from anybody? Yeah, it's been awesome. We've had some good conversation.
1:50:06
I have stuff, but we're over time, so Okay,
1:50:12
yeah, we're here every, every Tuesday, Michael, we do these calls
1:50:18
on my calendar. I put it on my calendar and I just, I happen to have a meeting the first half hour, so, but, yeah, I put it on my calendar to come in because, yeah, I'm building a site for for one of the users on my high level. And we're, we just have some issues. We have a couple tickets open right now, but I don't know if they're, like, known issues, or if it's an issue with just our implementation, or something like that, but I was coming in and, you know, help out wherever I can help out.
1:50:50
That's awesome, man. Appreciate it. Yeah, welcome. Yeah. I mean, that's, that's the whole reason why we do these calls so, and obviously you're aware of the help desk as well. So if you guys have questions in between now next Tuesday, obviously, please take advantage of that. We've got a phenomenal staff, some of which are here on this call. Rachika Steph, I think Kai is here. I don't know if Ron's with us today, but we've got just amazing staff that's here to help you guys, and they're just total rock stars. They make us look good, so we just show up and do these calls. But they're, they're like, they're the force behind everything, so they're the ones that are actually doing the work. Well, I think we'll wrap it up here. I don't think we have any other questions, so I guess we'll kind of end a couple minutes early. But I thank everybody for showing up today, as always. You know, make it a productive week like this is the beginning of 2026 man, we just entered February. We're still in q1 you guys have a we've got a long way to go for 2026 so you're still early enough. I think you guys can can do some really good business this year. So dig, deep, focus, hard, make it a productive week. Practice Aloha again. If you have questions between now and next Tuesday, please take advantage of that help desk. And if not, if it's more complicated and you just want to chat or bounce ideas like Bobby and I did earlier today, please show up to these calls. We really appreciate each and every one of you, and thank you guys so much for coming. All right. Take care, everybody. You.