Transcript
0:00
All right, welcome everybody. Welcome to the SDA I call. Bottom of the Google meet window, there's a little hand icon, if you click that allows you to raise your hand, and that'll just put you in order. And I'll go ahead and start calling on people here in just a second, but hope everybody's having a great day. We are already into spring, which that's exciting. We're I'm here in Utah. We didn't have much of a winter. It was pretty mild, which my wife and my myself were totally okay with, but little bit worried for the summer, for not having we're not. We don't have too much water so. But anyway, let's go ahead and get jump right into it looks like Jillian looks like you're the first one up. So go ahead and unmute yourself, and let's, let's get to your questions.
0:55
Hey there. I had a question. Hopefully it's a common question. Sure, on my directory site, there is that big Contact Us button, and I can't figure out how to make it go to the contact us page.
1:11
So you pro it most likely you don't have your pages set up yet. So if you want to share your screen, we can kind of dig into it. I
1:27
let's see
1:39
perfect and then, if you want to log into SD, AI, so into high level, perfect. And then if go over to sites, and then click on smart directory.ai,
and then, oh no, that is set up. Okay, so pages, so then let's go into
think we need to just make sure it's in the menu builder
2:17
that's inside of the SDI app and content
2:21
inside content, okay. Oh, that's right, yeah, we got to set the link there.
2:29
So yeah, if we go under what's your under branding, click on branding under Settings. Oh, understanding. I thought it was you sure it's under branding.
2:43
Yeah, it's there the law, if you scroll down a little bit so there is a Contact Us field, yeah,
2:51
oh no, she's talking about the the actual page.
2:55
Yeah, that's inside of the menu builder. Okay.
2:59
Is this? Is this the button right here, the Contact Us? Is that what that button is?
3:05
No, that's your email. That's what shows up with the social links towards the footer.
3:10
Yeah, I'm trying to figure out where this goes, because right now, oh, it is. It's trying to go to the port. It walks his tech seat out. I so that is, that is the button. Yeah, that she's right. That is the link. So I need to get this contact right that page, I need this page. Yeah, that's correct.
3:50
And then yeah, under profile settings, contact us,
and then update. Just click that update button. Yeah, right there. There you go.
4:12
There is another contact, us, button, link under branding. Can you check if this is working? If not, then I think we'll just put that, no, it didn't work. So I think that's probably the one which is under branding, okay, and then content. The third option, yes. So there is one contact field,
4:47
yeah, so under social and External links, yeah,
4:50
here this, this is the one.
4:54
Sorry, where am I gone? Just scroll down. Just a little bit. Yeah.
5:04
Focusing, yep, all
5:19
right, let's keep the world
5:29
yay. Thanks guys,
5:33
yeah, no problem. Any other questions?
5:36
Jillian, nope, that's it. Thanks.
5:39
Awesome. Julian, Jason, sorry to interrupt. Actually, there is another way to do it as well. So you can take the URL after you connect this with the SDI app. So you know how we connect the pages with the SDI app, and then we have the directory, website, URL for the Contact Us, page,
6:01
insights. Sites,
6:03
no, no. Can you go to your website? The directory website did No, the other one, yeah, did you already connect the contact page here in the menu builder or something? Oh, if you hover on more, do you see the content?
6:22
No, it's wrong there, way down at the bottom right. Oh, no, no, it's not there.
6:29
So I would pick that URL after connecting it with the directory website. So the domain would be the direct Directory domain. Just Do you understand what I'm trying to say?
6:42
No, yeah. Because when she
6:44
clicks on Contact Us, it goes to pages.we
6:50
don't have that menu. We don't have that right on the header, yeah, yeah.
6:55
That's a really good point. So yeah, we should contact us
6:59
up here, right?
7:00
That's what she's saying. So let's go back in there, and let's, let's set that up for you that's going to be under branding, and then menu builder, so go into SD AI on the left hand side, and then let's go into branding. Once that loads, yeah.
And then we'll go into the menu builder. And then what we want to do here is under Yeah, scroll down towards the bottom of your menu here. Health and Wellness is at the very bottom. There it is. So right down here, this is where we want to put contact us. So what we'll do is, let's go back up to the top, and let's do we will do that with the funnel pages. Yep. Yes. You see that on the left hand side? There Jillian. I wish I had my pointer tool so I can circle this for you, but yeah, right there under Header Menu, do you see where it says funnel pages? Yeah, yep. Go ahead and click on that, then select your funnel, which is going to be the SDA I funnel, so you can give it a name if you want, but go ahead and yeah, from that drop down, you should be able to select, there it is, yep, SD AI. And then the step is going to be contact, perfect. And yeah, we need to put a name.
There you go. Perfect. I click on the Add to Menu. There we go. Now let's go down. It should, should have just added it towards the bottom. Yep, there it is, perfect. So now
9:12
we'll have to save that menu. Yeah, save
9:17
is towards the top. I so there you go. And then now you can refresh the live site, and then under more, we should see, there it is, okay, so what rachika was saying is, yeah, that that worked. Okay, so this link, see how it says, sun, local business directory.com, forward slash pages. Contact us if you go back in there. And this one's different. This is pages, dot sun, local business directory.com, that's what she was. Referring to. So what you want to do is copy the link that's now inside the directory under more. No, no, not that link. No. Go back, go back into your directory. Click on More, click on Contact Us. Copy this link here. Yep, and that's the link that you want to paste now back in SD AI, and the third was under Settings,
10:33
right, under no, under branding, content, content, that's right, yep. No, third, third, yes, there you go. This one, you little,
10:58
oh, over here, yes, orange thing, okay, so put it here instead.
11:06
Yeah, that's that. Now that's using the that direct link that's on the site. So that's the better way to do it, so you're not using the sub domain.
11:17
Got it? Okay? Thank you.
11:21
Yep, no problem. Okay, bye. Any other questions?
11:25
Nope, that's it today. Awesome.
11:27
All right, thanks. Julian satyra, how you doing today? Oh, great, great. How about you? I'm doing good. How can we help?
11:38
I have telephone numbers that I have no idea where they're coming from, and I'm thinking that's the reason why I'm getting a $10 bill each month. I don't know. Can I want to? Let's take a look.
11:55
Yeah, let's, let's take a look at your phone numbers. Let's figure out, Okay, what's going on?
12:00
Okay, yeah, her screen is still up, okay,
12:16
okay, and they are not and this is under my agency sub account.
12:23
Okay, so what you want to do? Click on Settings in the bottom left.
12:34
It's not moving. I
12:45
I can't get it to move. I got your pencil or something here. How did that come on? You're not able to move. Okay, the annotation came on. Oh.
13:06
I still can't seem a little bit,
13:10
maybe just stopped sharing. Okay, sometimes that that fixes it.
13:17
Okay, then do it again. Yep.
13:35
This annotation seems to automatically pop in stuff. Okay, it's still not moving.
14:00
Okay. Scrum scroll, okay.
14:13
Okay, there we go. All right, so where am I going now?
14:18
So you're going to go to settings in The bottom left.
14:33
It's not letting me.
14:42
Okay. Okay, let me scroll, but I can't click in
14:48
on the dark blue menu. You can't click on settings this.
14:55
It's like there's no link. I need to buy a Mac. I don't want to.
15:00
Back. Can you refresh? Maybe just try refresh in the browser. Okay?
Did we lose you? Satire, are you still here?
15:35
She refreshed and took us off out completely.
15:38
Okay, all right, well, we'll, we'll bring her back as soon as she comes back online. Charles, looks like you're up next. Alrighty.
15:56
Okay. Can you see my screen? Yeah,
15:59
we can see it. Okay.
16:01
So the issue I'm having is I was sending emails
16:08
in the contacts of GHL, and it would say, you know, you can you can make an email, or you can use a template, or whatever. So I've been selecting the free listing outreach template at the email warm up, and I've been sending emails out. I've sent over over 400 out that way, and just recently it stopped operating properly. So I went to the email, warm up over here and check these characters here. And I went back and because what happens is, when you click on that, what, there's a red dot that says subject but if you have that template right, it would automatically fill that in, so you don't have to put anything in the subject line. And now it's requiring something to be put in the subject line, and it's causing issues. So I was just wondering if you were rachika, heard any anything about that. I mean, I refreshed GHL and everything, and it got down to the point where I just felt it was safer just to send individual emails through test emails right here in the lower hand corner, rather than take a chance of putting these characters in the Subject box within where you do the contacts and connect, you know, with the email there and the contacts.
17:52
So are you talking about the like merge fields, merge fields, so like contact dot first name not populating correctly. Or are you talking about the entire subject line? So I'm going to show you here,
18:05
explain to you what's happening. Okay, so let's say I want to send an email to these three people. Okay, I'm just going to go through the motion, but I'm not going to actually click. So you click, send an email, confirm. Oh, all right, and I'm going to put test, but I'm not going to do anything now here, it's got subject, right, yeah. But before, what I would do is I would click the existing template, come down here and pick email, warm up, and there's my email. Okay, then I decide if I want to send it right away or at a scheduled time. I come down here and click and then send the email, and it want to go boop, and I say nope, and it would refer this whole part of the subject would turn red, right, but it wasn't doing that before.
19:05
Yep, that makes sense. I understand what's going on now. Yeah, yeah. So the problem is that you're trying to use it in a way, in a different way than then what we teach so what we teach you to do is to select the context that you want to add, and you add all those contacts into the actual automation itself. So the automation is already using the template and pulling from the templates. If you drop people into the automation and just let them run through that automation, the subject line will auto populate without an issue.
19:40
Okay, you mean like in the contacts here,
19:43
whoops, exactly what you were doing. But instead of so you were selecting contacts and you were just trying to send a one off email. And I think that's where you're having issues. Do is select Contacts and drop them into the automation and let the automation send the emails.
19:59
How do you drop them? Into the automation because it was working before for over 400 of them, I've sent numerous batches, and this is the first time it stopped working and I didn't change anything. Nothing was changed. That's why I went to go look at the characters within the email itself to say, oh, was there something incomplete in there that it didn't transfer over to GHL. You know what I mean is,
20:23
there, is there a reason why you're just trying to send one off emails?
20:30
Yeah, I didn't want to send, like, you know, 50 or 100 of them and not have control the email process. If something was things were, issues would pop up, right and then now, you know, there's an error, and you know, like, let's say my website, for whatever reason. You know, manatee showcase.com would come up, but it didn't have the www, so I had all these different problems, right? I don't like surprises, and I don't want all of these errors shown to my potential clients, right? So, and I'm not looking to, you know, have 1000 clients. Anyways, that's not my goal here, right? Yeah. So, so I wanted to be selective, right? And I wanted to send out 1525, at a time, right? And do that in a controlled manner. And this is the way I was doing it, and it's been working fine. I could even send one out if I wanted to, right? But more often than not, I was sending out, you know, 15 or 20 or 25 you know. And I never had a problem up until, like, two days ago, and it just stopped working, and I refreshed, and I thought, well, you know, it's, it's those characters are coming from the snapshot, right? So maybe you guys knew something. Maybe there was a change. I mean, I just didn't know, you know, yeah, there's no change.
21:55
The only thing I can think of is, you know, maybe there it's a bug on high level side that it's not pulling in that subject line, okay, but we, I haven't seen any issues if you just use the automation. So my thought would be, if you don't want to, if you only want to send one email, and you don't want to send any follow up emails, then I would just, I would still use the automation to do it and just drop them into
22:24
when I choose that it goes through the the automation flow.
22:32
So you can go into the automation. You could delete all that stuff, if you're not using it, you could just delete it all, and then you just have it be one email
22:41
that gets sent. What I did was I just unpublished what I wasn't using, or just drafted, put it in draft mode, and then left what I was using and publish right, which is the free listing outreach.
22:55
Jason, maybe he can simply just duplicate free listing outreach automation and just remove all the other emails, right? And just send one.
23:04
Yeah, yeah. I mean that. I think that sounds like a great plan. I mean, if you're having issues, so duplicate the free listing outreach workflow, and then remove all of the follow up emails so that it only sends so it basically does exactly what you're doing, but it does it in an automation. Does that make sense?
23:30
I'm not. It's not sinking in. Sorry, it's me. Not you, I swear.
23:36
Yeah, good outreach. And so the free listing outreach, what we were saying is copy that, duplicate
23:44
it. Okay,
23:48
so duplicate workflow. Got it. Just leave it as that so we can create it. Yeah, just hit create. And I'll just say copy, free listing outreach. There it is at the top. It's the first one.
24:02
Oh, right here. Yep,
24:03
yep. So go ahead and click on it, open it up. And what we're saying is that warm up email,
24:15
remove these two things.
24:17
No, no, no, that warm up. That email, warm up. That's what you've been sending manually correct, yeah.
24:22
And then it waits two days and it goes through notification that, right?
24:28
No, the way that you've been doing it, it doesn't do anything. You just send a one off email. That's it. It ends.
24:37
Oh, you're right, yeah, yeah. Because what when they reply, what I do is I send it when they reply, yes, then I send a different email that I have, I got it saved in a Word file, and then I send another email. I create an email and send it to them, right? So, so what I'm doing is.
25:07
Is, is when let me see here. So here's the first email when they respond, Yes, then I just reply in here and I copy and paste what I have in my Word file for the email, yep, yep. And then I, and then I, I reply back to them, send it to them with a copy of the link to their listening. Yeah.
25:38
So what I was saying is in that duplicate automation that we just created, we just remove all the other stuff. We just delete it all out, and then instead of doing it the way you've been doing it, you'll just dump them into a single email automation. That's it. So go into smart, smart directory, AI workflows and outreach workflows, and then that one right there, copy, free listing outreach. That's one we that's the duplicate copy we just created. Like it, yep. And then what I'm saying is just delete everything in here, except for that email warm up. Oh, I see. And then what you'll do is, instead of select when you in the contact screen, when you were selecting and then you were selecting the email template, yeah, you'll select the contacts, and you'll select this automation. Oh, the copy
26:37
free listing, outreach, gotcha, yep.
26:39
And then all it'll do, you'll delete the weight step. You'll delete email one. All it will send is the email. Warm up the first email. You don't need a trigger,
26:49
okay. Trigger
26:51
is you manually putting people in because you said you wanted to have control
26:55
over that? Yep, yeah. How do you delete these things? Right?
26:58
Here, there is no trigger. There's no trigger.
27:03
Oh, so
27:05
that I delete this, yep, you can delete create contact.
27:09
Oh, how I do that here? Yeah, delete action, yep, and
27:15
then you'll just go down. You'll delete the wait to two days. You'll delete the email one, you'll delete everything except for the very first one, which is email, warm up,
27:27
delete all from the step onward,
27:31
yep, and then say exactly Yep.
27:37
And then the next time the copy, the template I go to is the copy free listing outreach
27:43
right now you need to publish it first.
27:45
Oh, I just did. Yeah, I saved it, yeah, yeah,
27:48
yeah, still needs to be published and then hit save one more time, yep,
27:51
yep, yep, okay. Thank you, sir.
27:57
Now in your contacts when you select them, instead of selecting to send them an Email. Automation, automation, yeah, okay.
28:14
You see here. Whoops. I
28:29
Oh, trigger automation, automation, correct, correct. Okay, I won't do it now, all right.
28:35
And then when you click that trigger automation button, it's going to ask you, which automation Do you want to put those contacts into? You're going to select the Copy, whatever it was, copy, email, warm up, or whatever it was, right. Okay, okay, perfect, perfect. All right.
28:59
Ramesh. Hello, sir, how are you good? How you doing? How you doing good, good. Jason, so I have few questions. May I share my screen? Of course, of course.
29:18
Okay, you see my Yeah. So first of all, just first question, is that in outreach workflow, just like we were seeing this listing outreach, I I removed the email warm up. To tell you frankly, I wasn't really sure about the purpose of email. Warm up and you said it confused my whoever see if you look at the template the term, and I wanted some guidance on that, why is it warm up needed if I go to the outreach and you look at email format, oh, actually, at one level before, before. Not even at that level. If that itself is a problem, why is email warm up at this level and not at the outreach direct folder? Is there any reason pre listing outreach email warm up is at this level of directory folder instead of inside free listing, outreach, Hello, can you hear me loose?
30:31
Yep. What's wrong with the email? Warm up template.
30:35
Okay, so email, warm up. You know it, it is pretty. It says okay, reply, but yes, if everything is correct, it's not the it is like an informal reply. I cannot really process it. I mean, every time, so what? What am I supposed to do if they say, Yes, claim, claim link here, they're not. We are not sending claim link in this at all. And all they are saying is, yes, no. When I say my phone number is different. Here it is kind of thing. So then I have to send so then I have to wait for two more days. And then the email one goes, and that says, okay, here is where you claim. And they are confused. Now they already replied, So why is this another email coming to claim?
31:22
No, if they, if they reply, then they're going to be pulled out of the automation.
31:29
Oh, where did that pull out happening under automation? Under automation, free listing. You mean free listing. Now you're inexperienced.
31:49
So if I go to smart directory workflow, I go to outreach workflow, realistic outreach, where is the thing that we move under?
31:58
Settings, right settings, and it's not turned on, but stop on response. So stop on response removes a contact as soon as they respond to any of the emails inside that automation.
32:19
Oh, so was it turned on an item I don't remember turning off.
32:26
I'm not sure, but yeah, that is that stop on response will do exactly that. As soon as somebody responds, it will stop the automation completely and pull them out just for that one contact that responds.
32:39
Correct. Yeah, sorry, sorry, but we don't want to remove them from the automation, because yes or no is like a conversation that is starting a conversation. If they are saying no, we will ask them for the correct information. And if they are saying yes, reply because conversation and that's it, but they have to go through the claim listing. That is the process of the system, and that is how they will be added.
33:19
That's exactly right. That's issue. I'm trying to say, you know, once they respond, I don't know what, I could simply wait for two days and let them get the claim listing. But meanwhile, they're confused. They're God, they said they already responded.
33:30
So what is this new email? They responded to the information, if that is correct or not. But after two days, they are
33:40
clean that it is little bit confusing for the receiver, right for the business owner, when they receive like that, they said, Hey, I already responded. What is this new thing about claiming the thing? So that
33:56
is the first email only says, like, going to build up my directory. And if this is
34:07
that is simply just answer me a question. But after two days, it is like, Okay, this is the link or your business,
34:20
then probably the verbiage of the template needs to be little bit different than what it is right now,
34:31
learning hardware after sending this to 2000 people, right? So now this 2000 out of 2000 I've got response from maybe seven or eight people with some response, saying that in my phone number is different, my website is different, just about eight people, and I really didn't know what to do, and maybe I need to call them individually or something, to say, hey,
34:57
this interview. Mentioned two days before they received a blameless Correct
35:13
that is the process. And yes, warm up. And then, you know, if somebody respond, call them up to say, Hey, we should wait for another email. That is can always send an email and another email is coming in one day, you can do yourself on this thing, right?
35:35
Your voice is at least for me, it's not very smooth. It is coming, interrupted. Sorry. Is that the process that once the email, somebody respond for the warm up email, that we should send them an email or call them up to say, wait for the yourself. You can change all this yourself and wait for another email that I
36:06
think if they are saying no, the information is not correct, just ask them for the information and then put that information to the contact.
36:16
Can I say something? Can I say something? Something, the Echo is making everything what's being said because of the feedback from your speakers to your microphone. So either or put on headphones.
36:39
My mind, is it my problem? My side? Yes, it's getting feedback from the speakers to your microphone. Oh, shoot, it is okay. Let me see what I can do about that. Let me put the headphone then,
36:55
sorry, I'm not trying to be rude. Nobody's getting
36:59
anything from this conversation. I have no idea. So this is fine. I think you did the right thing. But is there a way to change your speaker? Google, setting in Google, meet? Oh, I know what it is. I know. Okay, let's see this better?
37:27
Is this better? I don't know. Yes, much better. Thank you. Oh, shoot.
37:35
Okay, the wrong microphone was turned on, and I don't use Google meet whole lot, so I have no idea. So Okay, should we start all over again? So my issue is that email warm up, people are responding to email warm up step, and then they are confused. When they get they're not even expecting another email because they said they have already responded to you know, my phone number is different, or my website is different, or something, so am I supposed to call them or email them saying that, hey, thanks for this information, but I'm not going to do anything with it, because in two days, you're going to get another email where you can claim all yourself. Is my question clear?
38:32
Ramesh, yes. So the best you would do in this situation is just take that information and put that information manually do the contact, rather than saying, like, in two days.
38:45
That's a good, good suggestion. So actually, I can enter manually and then tell them that, hey, I can I claim on their behalf?
38:57
No, they have to do that.
38:59
They have to do so how do I mark them claimed? If I update their information and I want to show that they are they've claimed it, because otherwise, what's the point?
39:09
Unclaimed only, then it will create a consumer profile for them. Otherwise they will not have any consumer that
39:18
is why I'm saying that we need to really not just manually update contact myself. If they give me a new phone number, I need to ask them to claim it, and they can, then they can enter it themselves, or then I can enter but the whole
39:32
point is like you will give them a business listing with the correct information, and then on the like, after two days, they will just simply claim that as their own business, and then it is their choice if they want to change the image, if they want to change anything on that, but before that, you will give them a correct business listing on your website. So that is the whole point. Yes, that is the point.
39:55
Okay, okay, thank you very much for that suggestion. Now. I am planning to hire an appointment setter kind of staff who will call them all the business saying that, hey, you know, to get them to claim. Okay, so can we claim it on the phone when we are talking? Do we tell them that? Okay, now go, go to this page and you claim, click this button. Kind of
40:24
you can simply ask them to open the email, click on that link, sign up or register, and then it will be simply claimed for them. That's it. They will receive a kind of email with the login information that they can use for the what
40:39
if, what if they don't have email. They only have phone number, so they have that claim link. How do we send them the claim link?
40:48
We need emails for this process.
40:53
Can we text them the link? The claim link? No.
40:56
Actually, if you have their phone number, you can call them and just, just have them get on there and and tell them what the website address is, and then walk them right through it like you would before you can do that, yeah, or, or you, or you can call them up and ask them for their email, right? Tell them what you're doing and let them know you're going to send them an email for their free listening, and then go that route, you know,
41:23
yeah, that sounds asking for email sends the better option, you know. Then once I get email, then I can send right away, saying that look at your inbox. Here is a link, and we can click on it, right. Okay, understood. There's lot of things I'm learning one by one. Yeah. Okay. Um, is one phone number that I have A to P compliant phone number? And is that one phone number enough for if I have two VAs who are calling through the dialer from the GHL, can they call use the same number?
41:59
Hey, Ramesh. Jason, yeah, you can use the same phone number. My recommendation, though, is to have two separate phone numbers. That's the way that I've set it up in my business, where each person gets their own dedicated line. What's nice about that is that you can then in the call reporting section, you can easily see and run reports as to each individual caller, what they did, what calls they made, what calls they received, so you can track on an individual team member level, rather than just one single phone number for all team members
42:38
understood. Okay, thank you.
42:41
Nice thing about it is that with high level there is no simultaneous dialing. So if you had two VAs who were trying to make calls at the exact same time, you would you would run into an error. I see as far as like a to p is concerned, as soon as your brand and campaign has been approved, inside of a single sub account, you can add as many phone numbers as you want, and they'll automatically be A to P approved.
43:16
Oh, my God, this is music to my ears, because that is exactly what, all over again, going through so much pain, okay, yeah, thank you. Thank you. Thank you. That's then I can add any number. I mean, I don't mind,
43:33
yeah, yeah, no. So it's just all you're going to do is you're going to pay, obviously, yeah, monthly fee for that phone number, which is $1 that I don't mind. And then usage, but, yeah, you don't have to go through a to b, as long as it's in the same sub account. Yeah, you're fine.
43:49
Yep, it's the same sub account. Okay. Next is, there is a GHL prospecting tool, right? And I think I heard some training from some training video, course. Video, which says that this would be very useful. So I in agency level, there is a prospecting and I think to get the meaningful work out of it, I need to upgrade it to looks like $29 per month. Is this something that you recommend or not?
44:18
Yeah, it's actually pretty good. I I've been pretty impressed by the prospecting tool. I would recommend using it, though, at the sub account level rather than the agency level. So you can, you can sign, you can basically sign up for you can upgrade under a single sub account. What's nice about that is, when you run these prospecting reports, they get the
44:45
option to upgrade, upgrade at agency level, and it says prospecting in one sub account is included in this but if I go to sub account itself, I don't see anything to do the prospect, to buy it, to buy this upgrade. Where is it? Inside the sub account?
45:03
Yeah, I think Hang on one second here. I'm just pulling it up on my side.
45:10
Is it under my marketing? I don't see anything called prospecting here.
45:26
I think it is, yeah, it's under marketing. Sorry, are you on marketing? You are on marketing, yeah. So what I'm thinking is it's, it might still be in labs. So if you go back to your agency view,
45:41
agency view, yeah, this is my agency view, yep.
45:44
Click on Settings for me, and then click on labs down at the bottom there, left hand side, yep. And then go to sub account, and then go through this list here. Look for prospecting. This is just my best guess on if you're not seeing it.
46:09
No, I know you're trying to help me, so thank you. But I don't see anything here.
46:14
I'm looking forward as well. For you,
46:19
I can search here looks
46:20
like, Yep, I just did search. I didn't see it either.
46:25
Here looks like, to do the agency level, and I have to choose when upgrading it will ask which sub account you want it to appear, and then then it will appear there, automatically.
46:42
No It should just show up. Hang on one second. Let me just check the other labs. Give me one second.
47:13
That's okay. I can buy at agency level and not a problem. Now, question,
47:23
I'm not sure why that's not I would maybe contact high level try to figure out there's got to be another setting that we're missing. It's not allowing it. Oh, you know what it might be.
47:35
It might, oh, it might be under sub account manage client. Is that sub accounts here. If I go and I go to five listing here, which is my listing. Now, if you go here, manage client, is the do you think here it is, manage client? Yeah, we can check that feature. There is features, features and limits.
47:56
No, I do one more place to that. We can check here at all
because it should just automatically show up. Try one more thing for me, if you click on settings,
48:20
okay and then go to sorry. At the sub account level, right?
48:24
No, no, no. At the agency level, agency
48:27
level, okay, this is
48:30
click on settings and then click on Company towards the top under my profile, yeah. And then click on Advanced Settings and then scroll down. Oh, it looks like you have that turned on. Yeah, so there's lab features early access that's turned on. That's strange. I don't know, because inside my account, under all my sub accounts, it's just automatically on. Oh, wow, I'm seeing it everywhere. So I'm not sure. I don't know if there is, if there's another setting somewhere that I'm missing. But when I go into any one of my sub accounts go to marketing, I see the prospecting tab inside of every sub account.
49:09
Wow, that is that will be so useful, I don't know.
49:14
Yeah, just contact high level. Just ask them. That's fine, yeah?
49:19
Okay. The question I have is, so I use the d7 lead finder. I think there's something I got from one of the calls you guys had. So if I use a VHL prospecting tool, do I need to still use this g7 or does it replace it? It will be great if it can replace because d7 costs $49 a month, right till it's only 29
49:45
Yeah, the problem with the prospecting report, it doesn't always find an email address. Whereas like d7, does really well, does really well at finding email addresses. But. D7 doesn't produce these nice, beautiful, branded reports like the prospecting, prospecting tool does. So I think there's a place for both. You know, using d7 to generate a large list of leads that you then can filter down and decide who you want to reach out to. And based on that, then you go into high level and run prospecting reports on several that you've chosen from that list
50:30
I see. So both have, kind of both have their some of our lab. But there's also complementary, yeah, yep, okay. And also, another question is, does DHL prospecting verify the emails that it generates?
50:51
No, you're talking about the prospecting tool itself. Yeah, I don't believe so. I don't believe it verifies, but that is a setting inside your high level account that you can turn on, and that is an agency level setting that you can turn on so that will verify emails every time they come in.
51:12
Okay, I'll check that out. Yep. Thank you. Thank you, Jason, thank you every horse.
51:22
Anything else. Ramesh,
51:24
no nothing else. Nothing else, perfect.
51:27
Thank you. No problem. All right.
51:30
Bondi, yes, thank you. Yeah, so I am just hoping for you to take a quick look at my setup and see if I need to do anything else before I launch and start sending emails. Okay, let me share my screen.
51:56
Rachika Correct me if I'm wrong, but do we still offer that as a service when somebody is getting ready to launch their SDI, because we used to have where a team member would go in and just do a real detailed look of every all the settings. Are we still doing that? Raka, sorry, Jason,
52:15
I think I missed the question.
52:19
Yeah, he's going to have us take a look at his settings right now. But I remember we used to offer that where someone who's getting ready to reach, Oh, that's right.
52:30
Okay, that was for white, again, little different.
52:36
So go ahead. So let's go ahead and look at your settings and take a look here. Show us what you'd like us to take a look at.
52:43
Can you see my screen? Yep, I'm sorry. I'm in the Okay, so just tell me where you'd like for me to go. It
52:56
was there something specific that you want me to take a look at.
53:01
So I guess what I'm trying to find out is, am I? Am I set up properly to start sending out emails? So, so for example, by the way, so these 37 listings and this total views, where do they come from?
53:19
Yeah, those stats are not entirely accurate. The total views, I think every time the site loads, it counts that as a view. I believe. I don't think it's unique IP addresses. I could be wrong. Rachika, is that correct? It's just it. It's on load, right?
53:38
Yes, these are not correct. So I think team is working on the improvement.
53:42
Yeah, they are. They're working on a new dashboard that's going to have real accurate stats. But, yeah, I wouldn't trust these stats
53:49
as of right now. No, I wouldn't trust them either. But I was just wondering, do I need to delete, for example, these listings so that they're not where are these listings? Do I need to go find them and remove them?
54:01
Well, we can look at your live site if you go ahead and click the preview button over in the top right, we can launch your Live Set site and kind of Take a look at it.
54:13
Oh, it's not sharing that.
54:29
So share the live site you
54:44
Okay, so that's my live site. Okay, and so there are several listings on here that you don't want you said there was 37 so are there zero listings on here right now? Well, so
54:59
I'm assuming. It was these, these types of listings that came with the site. You know, these ones,
55:06
yep, yep. Those are just the demo, yep.
55:12
Okay. So,
55:16
so if you pre populate it, do you have any contacts, any listings on your
55:20
site right now? No, I haven't, haven't pre populated any listings at all.
55:25
Okay, okay. Have you watched the training videos? Have you gone through the training from start to finish?
55:31
Well, I can't say I've gone through them from start to finish completely.
55:34
No, okay, so that's part of the training. So they'll if you go through those videos, if you go revisit that, you'll definitely want to seed the site with some listings. And there's a step by step process of you know how to add contacts, how to make sure that they have the correct tags, how to make sure that they're sitting under the correct menu. Because when you go to do your outreach and you start sending emails to people, what you want is that listing to already exist on the site so that they can verify that that listing, that all the information is correct, and then they they can then go ahead and claim that listing, but it has to actually be live on the site first.
56:13
Yeah, I did. I remember now, I did see that video. You're right. Okay, all right, so, so that's one thing I need. I definitely need
56:19
to do that. So, yeah, yeah, you need to go back and do that
56:21
for sure. Okay, all right, well, so, so basically, just make sure I have more seed my side with the listings before I even start sending out any, any, right?
56:31
Because if you start sending emails, there's not going to be any, you know, there'll be a link in the email during the warm up that says, Hey, go and look at your at your listing, and they'll click on it, and there'll be nothing there. Nothing Correct. Got it so, yeah, Doran had a good idea that the Quick Start section of rajika, can you drop that link for us real quick? Please. There's a link to she'll drop the Help link here in just a second. There it is. Yeah, the help dot, smart directory.ai. If you click on that link, I think it's the very first section. Let me open it up. Let me just I do
57:10
remember seeing it? No need. I do remember saying I just forgot about it. Yes, so many videos.
57:15
Yeah, that quick start guide, if you just start there on the top at the on the left hand menu, go through that. That that makes sure that you've got everything that you need. You got it all right?
57:25
That's all I needed. I'll go back and start from there again. Perfect.
57:30
Awesome. And then, yeah, if you're ready to go by next Tuesday, just come back and we'll take a look at everything and make sure that you're good to go. But yeah, that that'll make sure that you've got, I mean, the site looks beautiful. Looks like you've already dialed in the site. You just need to now populate it with some actual listings. Yeah, thank you. All right, thanks a lot. Yeah, no problem.
57:51
Satira, yes, when I refreshed,
57:56
I know we lost you, yeah?
57:59
Oh, goodness. Okay, this is just fun stuff. I tell you. I'm having a blast. Okay, I went on and went into settings. Let me try and share my my screen again so I'm already In settings. Mm, um,
58:33
okay, maybe that's the reason I window.
58:48
Okay, you are presenting the white and painting mirror. Don't show your entire screen, your browser window. What's that mean? I
59:03
so we can, we can see your screen. So you can, you can go to another tab. Okay, yeah, so if you want to open up, there you go. Yep, we can see it just fine.
59:14
Okay, all right, so I'm in the settings, and where am I going? I had those telephone numbers.
59:23
Oh, okay, that's right. Yeah, I was waiting for you to remind me. I couldn't remember. So on the left hand side, we're gonna look for phone so go ahead and scroll up. It's gonna be phone system right there. Yep, I'm
okay, so these are the two phone numbers that we currently have inside this account. It looks like it's not a to P approved yet, but we've got that eight to eight or actually, we've got two eight to eight numbers, right? Does that look right? Uh huh. Okay. And you were saying that you that there was another number that you didn't want, or you had several numbers.
1:00:08
Okay, let me go back to my contacts under my agency, these here, where are they coming? Who they evidently, they called in.
1:00:16
I guess because those are phone calls. They're probably spam. But yeah, as soon as a call comes into any number that you own, which you do, those two numbers you own, right there, they're now inside of your your sub account. So anytime that you purchase a number and set it up and connect it to high level, if a phone call comes into any one of those numbers, high level automatically creates a contact record for that. So that's what these look like, because they don't have contact names, they just have phone numbers. So to me, that tells me these are just probably spam calls that just came in and automatically get it got a contact record created for each call.
1:00:58
That's where that $10 is coming from. I think that I got
1:01:01
so the so you're not, you're not getting charged for these contact records, but you are getting charged when for usage. So somebody, even though it's spam, if somebody calls that number that incurs a usage charge, and that you will get charged for that so that that will come out of your, I don't know your wallet balance. Yeah, I'm not
1:01:23
appreciating that. Yeah. I mean, I mean it looks like, I mean, I got a bunch of, all of
1:01:33
these, oh my gosh, yeah, you're getting a ton, geez, yeah.
1:01:38
Okay, they actually, you know, real or the ones that have names, you know, contact names in them, right
1:01:45
on any one of these numbers, have you? Have you got? Have you answered any of the calls? I didn't hear them. Okay. Are they recording? So do you have call?
1:01:54
Where would I find that if, well, I'm just
1:01:59
get, I'm wondering if, because I get these as well, and a lot of times it's a it's it's always a robot, and it's somebody trying to say that my Google profile is not verified, which it is. So I get these Google profile or Google profile phone calls, or, you know, all the time, but at the very end of the message, after they get done with their little sales spiel, there's a there's a phone number, they say, Hey, to opt out of these calls, dial this number. But the problem is, you have to dial the number from inside of high level so that it automatically opts out your high level phone number. So that's why I was just, I'm just curious. I'm just giving you that that information so that in the future, if you do happen to catch one of these calls, or if you record the calls, you can capture that phone number that you need to call to opt out. The other thing that we can do,
1:02:58
if they left a message, where, where would I? Where would I hear that?
1:03:04
Where would I go ahead and click on any one of these contact number and click on any one of the numbers and open up a contact record. Just open up the contact Yep, just click right there, perfect. So you can see inbound call. So call recording is not turned on, but it's so that was today, right? 1029, this morning, A call came in, but it wasn't recorded. So we don't know anything about the call. What I'm saying is we could turn on call recording, and then right here in the center of the screen, you'll see that recording, and you'll be able to listen to it. You can also go under the reporting tab,
1:03:44
recording where the backup, backup, please. Okay, recording where's that turned on at,
1:03:52
yeah, so we haven't turned it on yet, but I'm just
1:03:54
showing you. Okay, I'm not seeing where you
1:03:59
I know I hate I don't like Google meet because I can't draw on your screen, but I wish I could point to it if you go back to the tab, actually here, you know what I can do. Let me share my screen. Let me go into let's do this.
1:04:22
Okay, I'm gonna stop sharing and share again, because I'm seeing too, too many something.
1:04:36
Yeah, satiria, do you want to share? Are you going to share again?
1:04:40
Yeah, I'm just trying to see if I can maybe not just do this here. You.
1:05:00
I see when I'm i Okay, it's not letting me scroll again because I There you
1:05:10
go. It's, you're scrolling, okay,
1:05:13
yep, but it doesn't let me click into anything. Okay, my head, oh.
1:05:20
It's yeah. I think when you're when you just share a single tab, go ahead and share your entire screen. So stop sharing and then re share your entire screen.
1:05:38
Okay, entire screen.
1:05:46
Okay, it's not letting it's not lit up to share. Oh, I'm sorry. I'm not bad. Okay?
1:06:03
There you go. Now, just now go back into high level. Just leave this tab alone.
You can close that box. Which box that Google meet box, yeah, just x, Yep. There you go. So on the left hand side, or Okay, so you see where your mouse is right now, in the center of the screen. If you go back, put your mouse in the center of the screen. Where do you see where it says, march 24 2026, inbound call in the center of the screen. Do you see that? Yeah, okay, so right where it says inbound call, when, when we turn on call recording, the recording is going to show up right there in the center of your screen with a play button that you can play back the recording. I'm just showing you that right now. Okay, that's one place where it'll show up. Okay? Additionally, it'll show up under conversations. I'll show you that in a second. But one more thing I want to show you, we're on this you see in the top left where it says 828-203-9097, that's the phone number that called you. Okay, if you scroll all the way to the bottom on the left hand side, it's still inside this contact card, so keep going towards the bottom. Yep, right there. See this DND section. The last option in here is D and D inbound calls and SMS. What you can do is you can tick that little box that says DND inbound, and if anybody ever tries to call you from this single phone number, this 9097, number, again, the system won't let the call come through. Okay? The problem is, with all these telemarketing guys and companies, they use like number spoofing, and they also use like a, like a round robin type number system. It just automatically creates a new phone number every time they dial. So I've tried doing this, and most of the time, they never call from the same number ever again. It's always a new number. So it's like you're always chasing, you know, you're always hitting that that in, you know, DND inbound calls, because you never to
1:08:26
do that. I mean, do you have to leave the contact in there to do that?
1:08:31
Yeah, you do unfortunately, yeah. So I'm hoping that high level eventually releases, kind of like a Do Not Call list that's separate from contacts that we can, you know, just have an ongoing where we can just dump numbers into and just have an ongoing Do Not Call list, but as of right now, it's tied directly to a contact, so you have to keep that contact record. But anyway, satire, so I wanted to point this out. So this is where you can turn on D and D for incoming, for any incoming number, okay, but let's turn on call recording for you. That way we can figure out who these people are, if it is one of those, you know, Google calls, like I said, I get those all the time, and there is a phone number that you can call to opt out. And doing that actually works, like I it works usually for about six months, and then all of a sudden, I get a bunch more calls again. So so it's something that you have to usually kind of continue to do, but it will help. So I would turn on call recording so you can figure out what that number is, so you can opt out. So if we click on settings, yep, setting is in the bottom left, then we're going to go back into the phone system, and then what we're going to do is turn on call recording for each of these numbers that you. Have soon as this loads, here
is that me. I mean, go ahead and right click with your mouse, and we can't really, oh, would you see where it says, reload?
1:10:30
Oh, okay, yep, there we go.
1:10:44
Cool, and Dorn is correct here satire, I should tell you, call recording will incur an extra charge, but what you'll do is you'll turn on call recording temporarily so that you can find out who's calling you and if it is one of those, those telemarketers, either through Google or somebody else, a lot of times on the message, they'll leave a number that you can call, like I said, to opt out. And that's what I've done, and it's worked for me. So I do recommend turning it on temporarily, and then if you want to keep fall recording on, you can certainly leave it. If you don't, you can, you can turn it off. It's very easy to turn on and off.
1:11:29
Okay, okay. What about if I called each one of them on my cell phone to find out what what company they are?
1:11:41
You can do that. The problem is that usually it's an automatic system, so when you as soon as you make a call to the number that they tell you to to opt out, it usually plays a message, you've now been opted out. But if you put if you're calling from your cell phone. That's not the number they dialed, right? So you're just opting out your cell phone. You're not opting out the numbers inside high level. So that's why I said you should call from the numbers inside high level.
1:12:13
That's a bunch of numbers to call. Man, that's, that's just way too many.
1:12:17
No, no, I don't know if you're I don't think you're understanding me clearly. So these companies will use multiple different phone numbers. Usually it's one or two companies, and you'll get hit from a lot of different phone numbers. But without Call Recording turned on unless you answer the call,
1:12:40
I don't as soon as they call, I don't I don't even know what it's bringing Exactly.
1:12:45
So that's why i That's why I recommend turning on call recording so that you can go back and opt out in the future.
1:12:55
Okay, so I can't delete those numbers either or
1:13:00
what no you can certainly or you can just delete the numbers and be done with it. Yeah, and not and not have a phone number inside of this account. If you delete the numbers, yeah, no one will be able to call you
1:13:16
their numbers. I mean their number. I mean the calls that came in. Can I delete that from contacts.
1:13:22
You can, but it won't do anything. It's not going to you'll, you'll still continue to get phone calls.
1:13:28
Okay, that's fine, but I just want to be able to not be overwhelmed and looking at that long list of telephone numbers start from,
1:13:39
yeah, you can certainly delete those.
1:13:44
Tell something about high level. I called them about this problem. Sure. Bobby, go ahead. They said that the way to solve it for now they're working on a solution, but they said for the way to solve it is to get a what do you call when you, when you go to call somebody and says, punch number one for this and punch number two for that? IVR, yeah, IVR, they said, set up an IVR and say, push number one for in. The Bots can't push number one so they don't get in. Your get through.
1:14:21
Yeah, oh, okay, so when I set that up, is that inside high level? Is that a something I have to go outside of?
1:14:29
No, that's inside a high level.
1:14:31
Okay, okay, how much is the charge for recording? Do you know what if
1:14:43
you just go to Twilio, if you just type, if you open up a new tab and type in Twilio call, recording cost here, I can do it for you. Twilio, call, I.
1:15:01
Okay,
1:15:16
so it's point 0005, cents per minute for a call recording.
Oh, my goodness. Why is it doing it? It's just on this tab. Satirah, okay,
1:16:10
I'm okay. Okay, all right. So, okay, so where do I go to turn on the recording?
1:16:21
So if you just click on those three vertical dots,
1:16:26
which ones? Where am I over here? Yep, if
1:16:31
you just click on that and then just go to just move that out of the way, Edit configuration and see that where it says Call recording right there on the first screen, just down, Yep, there you go. Just toggle that right on.
1:16:49
That's it. Okay. What I want, most of all, though, is that IVR you call it, yep.
1:16:55
You have to set that up. You're going to do that inside of a workflow. Okay? So you have to set that up. So you have to hit save on this if you want to turn call recording on, but IVR, you'll go under workflows or automations.
1:17:12
Okay, so come on out of here. You
1:17:24
Yep. And then you're going to go to click on Create Workflow in the top right there, and then select from template, and then in the search bar, just type in IVR. I'm it.
There you go. Just go ahead and click on that and click Choose template, and now it's going to add the IVR template directly in here. So here's now, you probably won't need all of this, but this is this will at least get you started.
So right there, see where it says, map callers input so you've got, press one, press two, press three. You see that? Okay, right here. Yep. And then do you see just below it says, press one, press two, press three. That's exactly what Bobby was just talking to you about. If you scroll down a little further, yep. So this is where you can set up, where the call routes to, okay. So where it says, list of services, recorded message, a voicemail, or if you just want it to ring to you. So there, there is a little bit of setup involved in this satiria. So what I would recommend is maybe going to YouTube and just typing in high level IVR. I'm sure there's probably tons of videos, or even inside a high levels group on setting up an IVR, just to make sure that it's set up correctly. But this will walk you through it, but this is the template. This is where you'll start, and then you'll just connect both of those phone numbers to this. Oh, okay, okay, okay, all right, okay. You currently have the call recording turned on, so now you can at least listen to what they're saying, and you can go back and maybe opt out of those lists like I said, it works for me for about six months, and then they start back in again right now, fingers crossed. Knock on wood. I'm not getting any. I've been pretty lucky for the last few months, but it kind of goes in waves, where all of a sudden I'll get a ton, and then it goes away for a while, and then I get a bunch again. So I.
1:20:00
Okay, all right, moving on to the next question in the
1:20:18
the launch pad, okay, I think I'm missing something that was there once upon a time until my my website that went bonkers on me. Where is that link? Where, if I wanted to send a link to a client or potential client. It was supposed to been in, in the launch pad, and it seemed to have disappeared when my, when I had issue with my, my goal, high level, where it had split up my two sub accounts and had a totally different sign in login for me with a different email but my personal email address.
1:21:13
And were you trying to send people
1:21:16
in in the training where Tom talks about wanting to if you want to send a link to a customer or client for them, to take a look at at whatever setup we have for them, or what was it for?
1:21:47
It was a link that we could directly connect with the or send the client
1:21:56
a link to, I guess, to the to the website, to the
1:22:06
it was in the launch pad. That's all I remember. It was in the launch smart directory,
1:22:11
not just smart directory, right?
1:22:13
Well, yeah, well, right now I'm in my in my agency sub account. If I switch to,
1:22:31
yeah, there was, there was something in here. There was a link. I'm going to go find that video that Tom did when he was when we were setting up. But it was weird.
1:22:48
There was a link that would take, we could send a link to the client. What was that link for? It was where we were sending them. We were sending them something. I guess no one knows what I'm talking about.
1:23:11
Sorry, yeah, I'm not, I'm not entirely sure. Was it a link to like a Google profile to review you, or was it a link to a website or the SDI site click
1:23:29
into where we could send them a message or send them
1:23:36
Jason, She's talking about if somebody has a profile on our site, and you want them to take a look at it, right? Like their business listing, right? Sataira, yeah,
1:23:51
I think that's otherwise, yeah.
1:23:53
Okay, well, yeah, that's just going to be on your site. So if you go into your SDI live site, you'll just go to that's not in Launch Pad, though, so that's what was confusing me. But if you go to, is this the this isn't the sub account with? Is it? Oh yeah. Asheville, thrive, yeah. So at the bottom, scroll down to the bottom and go into SD AI, yep. And then hit your preview link in the top right, open up your live site where it says preview in the top right there, yep. So there it is. And then you would go under, you know, retail or dining or any one of your categories, and find the actual listing and then copy the link in your browser and paste that and send that as a message. Is that what you were trying to find? But that's never been inside.
1:24:54
It was something in Launchpad. It was, yeah, I'm at the. Go back in the book five, yeah,
1:25:04
yeah, the only one kind of was a link to the lead connector app on your phone. Okay, that's the only link Congress Launch Pad ever.
1:25:17
Yeah, no, it's a link to download the app.
1:25:23
No, it wasn't. It wasn't on my phone. Don't have to go back and find that. Okay, all right, I think that sounds like a so I need to set up this IVR, because I'm not trying to get any extra charges. Yeah, geez. I mean, because I got charged $10 last month, and I think $10 this month, I'm like, where they, you know, and then I also need to call, call, go high level, because I did get charged twice in one month, the $99 or $97 whichever one it is, twice in one month at the beginning. And so I need to make a call with go high level to get that sorted out.
1:26:12
They're real good about billing issues. So yeah, they'll get you sorted out right away.
1:26:17
Okay, yeah, they've been pretty good. Yeah. Okay, well, that's it for me.
1:26:23
All right. Satiria, well, sorry we couldn't help you on that link, but yeah, go back and watch the video and let us know what that is. Okay. We'll do awesome. Thank you. Yeah, no problem, Bobby. I know you had your hand up and your hand went away, so I know you had something, right?
1:26:42
Yeah, I was going to ask about that IVR and everything. I wish they would just make a, you know, like one that was just made for that particular, you know, template for that, so you don't have to change everything. And I wanted to ask about something else. I got my mind all wrapped around that and forgot what I was going to ask about. But I need to turn mine off completely, because it was bugging me. I had it forwarded to my cell phone every freaking 15 minutes I was getting the call, yeah, and I just turned off everything for temporarily, until I get that IVR set up.
1:27:34
Man, yeah, it's, I've noticed that it does diminish over time. I So, like, you know, if you think about it, these phone numbers are in constant circulation. You know, a lot of the numbers that I have I've had for years, and when I first buy a number, I actually don't connect it to anything. I actually just leave it. I literally just buy the number, and it just sits in the sub account. And I literally don't, I don't have it forward anywhere. I don't have it connected to anything, and it literally just sits there. And then usually about six months in, that's when I start to start to use the number. But all the numbers that I have, I've had for a long time, and like I said, there are times where it will kind of kick back up, and I'll get a bunch of calls, but then those will go away, and it seems like it's been less and less over time. But yeah, there. There's no easy way around it, and but it sounds like you talk to high level and they're building out some sort of a Do Not Call list, which that's going to be great. They're doing
1:28:40
something, they said, Yeah, they were working on a way to help on that particular problem. But is the IVR an extra fee?
1:28:52
I'm not sure that's a good question. I don't know if IVR is an extra standard
1:28:57
call rate, whatever you've got on. So if you're outbound calling, whatever your rates are, and your recording rates, it's standard. Got it? Okay? Cool, yeah, that'd be better than getting all those, you know, bot calls, right? That filters out all the bots, you know, 100%
1:29:14
they can't push one turn
1:29:17
it off. How did you turn that off? You said you turned your your phone off. How did you turn it off? I just,
1:29:27
I didn't turn my phone number off. I just turned off the the voice that was answering. I had a voice bot answering the phone, and then it, if they don't, you know, if you know how bot talks, and it says, you know, you want to contact you, you know. And I would get a lead on my cell phone. Every time they called with a bot, I'd get a lead on a cell phone. You got a lead, and then I pushed number one, and it goes in there, and then they say that number real quick. And so you opt out of this number. And I just, finally, I just turned it off because I just couldn't stand all the calls coming in. So I gotta redo my bot and redo the IVR. I gotta do all that stuff. And I'm, as y'all know, I'm not technology smart. I understand it, but actually implementing it, it's a little hard for me. I can't remember what I was going to ask. So anybody else? All
1:30:41
right, Bobby, well, if you, if you figure out what it was, and just pop your hand back up and we'll come. We'll circle back to you. Okay.
1:30:51
Felix, Hey guys, how's it going? Good, good. Hey, question for you guys. So as I work through the automations, I see that there are no triggers associated with those workflows. Is that, because the settings in the smart directory, you know how it makes you choose what,
1:31:15
what workflow to trigger? Is that? Why workflow mapping? Yep, yeah, exactly.
1:31:22
So the workflows themselves don't have to have a trigger of any right. It's all mapped inside of SDI. Yep, got it, okay, perfect. So as long as I have those set in there under those options, then it'll trigger those. Everything will work perfectly. Yep, exactly. Okay, perfect. And then you I think that's all I had workflow integrations. When, when I understand the concept of loading a file, getting all the contacts in there, getting them on the initial workflow to get, you know, pinged to, you know, start our directory or whatnot. But if I were to start making phone calls to these individuals, right, and would I, if I'm on the phone with them, would I be able to trigger their their opt in?
1:32:15
Or do they still have to manually do that? Yeah, they still have to manually do it. If they don't, then they won't ever have control over their listing. So yeah, if you were to, if you were to manually claim it and then have control over it, they wouldn't be able to go in and change it or update it or anything. So that's why it's important for them to claim their own listing. But certainly, if you're on the phone with them. One of the easiest things you can do is just grab the link to their listing and on the phone say, hey, what's the best email address? I can just drop a link directly to your profile, send it over, have them share the screen, and you can walk them through it, or, you know, just explain it to them over the phone, whatever is easiest for you. But yeah, you could just email it directly to them, and that's by just going to directory, and then, you know, putting in, finding their company, and then sharing that URL with them, exactly Yep, exactly Yep. And then on the right hand side of the screen there'll be a little claim, claim this business option. You just tell them, click that go through the process, and then that business will be connected to their user account that they create. Gotcha, okay? Perfect. And then the the
1:33:26
premium packages are set to renew annually, right? I don't have to revisit this a year from now, or anything like that.
1:33:37
They're set annually,
1:33:40
yeah, so the upgrades, right? You know, the second from free to, I don't know, 400 bucks or whatever it is that your premium option
1:33:49
is, right? Is that set to recharge everyone annually for their membership? Oh, yeah, if it's an annual Yeah, if it's an annual plan, Yes, correct? Because it's connected to stripe so straight. It's stripe logic that's handling perfect, handling all the rebills. So, yeah, so whatever they sign up for, Stripe handles that logic. It creates a customer inside stripe. It knows when they signed up, what plan they're on, and it will just automatically, on the anniversary date of that of their signup date, will recharge the credit card on file. Perfect. Okay. And then my last thing, when I initially
1:34:24
started doing this, was sometime in I think it was like late, early February or late January. And then by the time I got to a point where I felt comfortable with it, you guys released the march snapshot. And so one do you guys notify the system that there's a new snapshot? And two, when I do is there like, an update, you know, each time with the snapshot that then I would have to load?
1:34:54
So as far as I know, because we've been talking about this for months now, um. Okay. As far as I know, the team sends out an email alerting everybody, and they make a post, I believe in the school group, letting them know that there's been an update. That's what I've been told. So I'm just repeating what I've been told, yeah, I think that's what's happening. I'm not entirely sure. I can't, I can't 100% confirm that, but that's what I've been told. Is it anytime there's an update to the snapshot that that's that goes out to everybody? No, no, Jason, they don't send an email. So I don't know. I this is what I've been told. So I don't know,
1:35:37
yeah, and if and whoever just said that, I don't know if they're part of your team or not, but maybe that's something that we should put in there, some kind of notification. If it's not already, right, it'd be nice.
1:35:46
We've talked about this. I mean, this has come up for months, and I thought it had been taken care of, so I don't know. I'm not sure I'll bring I'll certainly
1:35:59
bring it up again. I just submit suggest a feature, right, that that
1:36:04
could help as well? So I know that there is an alert feature inside of SDI
1:36:13
and notification,
1:36:15
yeah, and I believe that it's supposed to show up there as well. So supposed to show up there, school group and an email, I've been told it's those three places.
1:36:25
No, okay, cool, all right, I appreciate your time. Yeah, cool. Anything else? Felix, no, that's it. Thank you. Awesome.
1:36:35
Bill. Yeah, hi, maybe you remember about a month ago or, well, I think last week maybe I was put in, put in a question about why the Domains page doesn't show up. Because I can, I cannot manage my domains
1:36:56
on the high level, yeah, on the high level side, I do remember that bill, yes, yeah. Did that ever get
1:37:00
worked out? No, I was just going to share my screen here and show you. Show you my
1:37:09
Did you talk to high level?
1:37:12
Yeah, I tried high level. This is, this is the 10th. This is, can you
1:37:16
see my screen? Not yet. No.
1:37:20
Should be there. Share, select a tab to share. Okay, it's not in a tab. Can I? Can I share a screen that's not in a tab?
1:37:31
Yeah, you can. You should be able to, yeah, you
1:37:32
should be able to share your desktop. Okay, window, window, this is it, okay. I want to share my proton mail screen. You can see down here, let me get rid of the thing. You can see there's 1010, emails on this and and this is the last one that from a lady named Lika, who took over from a young woman named Tanu. She says, Thank you for sharing. I've received the details and requires further investigation, transferring it to the dev team for a deeper look. That the whole problem here is that when I try to go to the to the
1:38:14
domains in my high level deal here, let me see, let me go again, find domains and URL redirects.
1:38:28
Okay, here's we're still stuck on your proton mail screen.
1:38:35
How do I change that? Stop Sharing. Did everything go off?
1:38:42
Yeah, everything went off, yep. Okay, then
1:38:44
I want to go back to share my screen again, and this time I want to share a Chrome tab. Share this Chrome tab, okay, should be there now, okay, this is the, this is the Domains page as it comes up for me. Now, what it is supposed to show is, and I'm going to make a, I believe I made a screenshot of this earlier, but only this one right here, this carousel. I hate this carousel. I couldn't. I couldn't hate it more if, if, if it was shooting at me. Oh, I have a question.
1:39:26
Yes, sir, you don't buy the domains in that sub account.
1:39:32
I bought them in my agency account and transferred them to the sub. And transferred them to the sub. Well, the what is happening now on this, let me go to this next tab. Here's my here's my site.
1:39:49
Yeah, we can't see it. Yeah, we're
1:39:51
still stuck on I'm gonna go back to a new tab. Have to you have to go to a new tab every time, huh?
1:39:57
Well, you should be able to share your entire screen. I. Your desktop. Well, I'm
1:40:04
meet Google sharing this tab to meet google.com and so you're seeing this carousel. Yep, that's all I'm saying. Okay, well, let me just explain this again. The the the domain page that should show is this domain page right here. It used to be, it used to be the first one that came up. It does not come up at all anymore. If I go to if you got to watch, you got to watch the screen very carefully to see this. If I go over to you to URL Redirects or anywhere else, and then I go back watch your screen very carefully to see that loads for a second, gray flash. That gray Flash is what should load, and it doesn't, it does not load. And I cannot manage my domains.
1:40:52
Can you go to your agency level and go to settings and domains and URLs? If you can do this, go to
1:41:03
Settings, settings, yeah,
1:41:06
domains and URLs.
1:41:08
Okay, that's where I want domain purchase. No, we don't want domain purchase, but I'll follow you. Go ahead.
1:41:15
Okay, so you have those two domains that were bought in your agency account? Yes, they appear they have already been attached to a sub account. I have a client that's going through the same thing, and I was just curious if yours looked like theirs. And it
1:41:31
does, it does, and they're doing through the same thing. Well, I'll tell you, go high level. For some reason you saw how quickly that that that thing flashed on the screen under in the domains and
1:41:45
and, okay, so domains are purchased via high level through cloud player, and there's an integration issue that I'm on tier three support as well. And they're telling me there is an integration issue in certain accounts between Cloud player and GHL, and that's why we're getting that pops up for a half a second, disappears.
1:42:07
So, yeah, so without being able to access that screen, there's no way to manage these, these, these screens. Now, what I wanted, what I want to do right now, if I can, is to go to, did my? Did my? My Site show up at all? No, you stopped sharing.
1:42:25
Yeah, you stopped sharing.
1:42:26
Stop Sharing. I'm going to go back and share again so that I can share this tab in my site. The if I go to springs business hub.com, is not showing my I wanted it to show the entire the entire screen. You can't see anything except just the basic website itself, okay, up here, above the screen, where you normally get the you normally get the address you typed in, it should say springs. It says springs, business hub.com, that's the name of the site. But then upon the tab, it says springs, home fixers.com, because I was going to emulate norm Thomas's website at one point, you know flattery, best kind of flattery is imitation. I liked his website, so I but now it says up above the tab, it says spring on the tab label, it says springs, home fixtures.com, but in the website address. It says springs, business hub.com, now the mix up there could be settled if I could reach that domain page and change and manage anything but the Manage button is inaccessible, because the whole page is inaccessible. And they say
1:43:58
you can go ahead, you can access that bill actually that that's a setting inside of SDA i for the the meta title.
1:44:07
Meta Title, tell me how to get there.
1:44:09
Sure, yeah, that it's going to be under under branding. So if you, if you go back into the sub account that has SDA I installed, and then click on branding,
1:44:23
SDI installed, yep.
1:44:26
So click here to switch on the top left, go into that the sub account. So go into springs business hub sub account.
1:44:34
Okay, and I see, I see the problem everybody else is having. Because I now I understand that, because you don't get the same can go to see I can't click. All I got is a marker. Let me just stop sharing and do what you're telling me to do. Okay, so I'm going to go back over here to to. My sub account springs business hub, okay, I'm there.
1:45:06
Click on SDA. I Okay. Got the app down at the bottom? Got that okay, then you'll click on branding.
1:45:15
Branding. Got that going?
1:45:17
Okay, then click on General, which is the first tab inside branding, and scroll down to the bottom of the page. In the corner on the bottom right, you should see the title. That's where you can set the title for the page.
1:45:33
So it was a very elementary thing, and I'm trying to look for something complicated.
1:45:36
Okay. Now this doesn't fix like your main issue, which is what you got going on with the domain and high level, but at least you can, yeah, I can control what that what the tab says, okay, but yeah, that's just crazy. I don't, I can't believe they're having that much trouble with those domains. It's just insane.
1:45:56
You know, these are dumb. These are domains that I purchased on go high level. So, yeah, right, right. That's something I tell. I want to caution everybody to don't do it. Yeah. So okay, well, I guess that settles that a little problem. Now it says, if I reload the springs business.
1:46:20
It now says, well, it still says springs, home fixers, the Update button, yes, I did. I did. You did.
1:46:31
So it might take a second. You might choose,
1:46:35
oh, it's correcting. Shows correct for you.
1:46:37
Okay, yeah, oh yeah, yeah, it's correct for me, too. I just reloaded.
1:46:41
Maybe that's part of the problem with the Cloudflare deal, because it's not reloaded and it's Oh, okay, now it's okay for me. Okay. Well, thank you very much. I'll keep you posted on if anything happens with that other deal.
1:46:56
Yeah, please do, yeah.
1:46:58
Okay, thank you. Thank
1:47:00
you. Awesome. Thanks. Bill, bye. Bye, yep, all right, Bobby, you remember what? What the question
1:47:07
was that's listed all that, and I forgot again. Oh, man, it's getting bad.
1:47:16
Yeah, anything? Any questions?
1:47:20
Write it down. Bobby, write it down.
1:47:26
Yeah, I need to, I guess not. No, okay.
1:47:33
Satiria, yeah, another one I was looking at the message that Don sent that the march 5 snap, you have to upload it manually. I don't recall doing that or even uploading a new snapshot or updated one, because I know I did get a message on one of my conversations when I was having the issue with the website not pulling in, in the link, in the claim your listing link, and it said that it needed to be I had a few of them that message popped up that it wasn't a current snapshot. So I wanted to resolve that once and for all, maybe that also help with the pulling in of the of the email address, not email website address on the when they claim their listing. It you know, the tail end of that is supposed to have their their link there. You know that the directory link for them, their personalized directory link, and it would show no slash, void instead. And I had 40 something that went through okay, and 40 something that didn't have the link at all. So I was wondering if maybe because my my snapshot isn't updated, or
1:49:09
I don't think that that would have anything to do with it. Satiria, I I know that I remember you having that issue, not sure if it ever got resolved, but
1:49:20
I gotta still do a test of one email, send it out and see if it but I wanted to go ahead and import this snapshot or upload it. So where am I?
1:49:34
So, yep, drop the link. I just dropped it again, but that's the link that goes directly to the where the where the link is for the latest snapshot. So when you load that link, there'll be a video at the top of the page, and directly below that, you'll see a section called resources, and directly below resources, you'll see click here to import. Import your smart directory, AI snapshot version five, and then it gives the date March 5. If you click that link, that should open a new tab in your browser, and that will then allow you to to import that directly into your high level account.
1:50:20
Okay, so the link is in in this resource page, yep, okay, go to here to, importantly, smart directory. Ai, okay, all right,
1:50:31
you just click that, and then you'll be able to import it directly into your high level account. Now, once it's imported, then you'll have to push it live in your actual sub account that has SDI, okay, but if you've done any type of customization to your current snapshot, you may, may not want to override any of those settings. So like, specifically, like email templates. A lot of people customize email templates, so you may not want to override what you've what you've customized. So during the import process into a sub account, you'll be able to deselect emails. So you say, hey, let's import this into the sub account, but don't import the email templates, so you don't override what you've created or what you've customized.
1:51:24
Okay, so I want to make sure that I'm not overriding anything that I might want to keep that I've already exactly. Okay, yeah, all right.
1:51:35
It's a step by step process. It'll it'll show you the screen by default, everything's selected, so there'll be little check boxes next to every little thing that's included in the snapshot. So you'll just deselect what you don't want.
1:51:49
Okay, okay, all right. Thank you. Yep, no problem. That was my third question. Dorn dorns,
1:51:59
just trying to keep everybody on track. I appreciate it.
1:52:04
Bill, what do you got? Yes, I was. I looked over at the Cloudflare site, and I want to show you, this is part of the Cloudflare website. This is the footer of their of their website. Okay, I have heard from somebody. I can't remember who or when, but that Cloudflare will not verify something about that. They will not verify a site purchased on GHL or or from certain DNS companies that the the that it has to be DNS only that has that's how it has to be provided from the Cloudflare thing. So I went into the Cloudflare site to try to get to them, and basically is all just all about their capabilities and sales. But I was wondering if there's anything on the bottom footer here that you guys might spot, that would that I could click on To find out if, if it's the place that I could get something from them, because I'm not even cannot.
1:53:12
It is a direct integration between high level and cloud players, so you don't have access to set that from proxy to DNS only, unfortunately.
1:53:21
Oh, okay, so, so we don't have any way to affect that. They have to take care of it. They have to, yes, the
1:53:29
poor has to fix it for us. Unfortunately.
1:53:32
Oh, okay, okay, well, that answers my question. Thanks again.
1:53:36
Yep, I know it's not, it's not the, not the answer that you want. And, and I think this is a learning lesson for everybody to be real cautious about purchasing any domains through high level. Yeah, I think it's, I think it's best not to at this point, possibly not ever, just because, yeah, it just you lose control over it. You're not in control of that domain and all the different settings.
1:54:05
Lesson learned, yeah, yeah,
1:54:11
Bobby, I know your hands not up, but just wondering, I see you
1:54:16
sitting there. That's why I bought this websites on on there, because I thought I'd have more control.
1:54:24
Yeah, yeah. Are you having the same issue?
1:54:26
No, no. So far it's been working for me. I transferred four or five of my Go Daddy's over to high level and and they work really fast on the first two and then last two took a week, you know, but now I hate to hear that, because I thought I was doing the right thing.
1:54:51
Yeah, I'm not sure. I'm not I'm not sure what the right thing to do is, just yet. I mean, it sounds like, like what I just said, you know, probably. Not the best option in this moment in time.
1:55:03
I know some of my sites are.ai or dot BWT. They won't transfer. They are still in GoDaddy. Yep, the GoDaddy just keeps raising their prices every year. It's higher and higher and higher and higher. Yep, that's why I kind of did it. But, yeah, I thought they pushed if you had a snapshot, it automatically pushed in there. You'd have to actually upload it again
1:55:40
so you can push updates to snapshots if the up or if the snapshot that you update is in the same agency account. I know that may sound a little confusing, but basically, what's happening is these snapshots were created inside the SDI high level account, right? We those snapshots are coming from us. Yeah, your sub account is not under our agency account. If your sub account was under our agency, yes, we could just push those those updates live directly into the sub account. You wouldn't have to reinstall anything. But when you're going from agency to agency you do?
1:56:23
Okay, okay, that's what I didn't understand.
1:56:27
Yeah, yeah. There's no direct connection between agency and agency when it go, when it comes to to sub or snapshots. No.
1:56:38
What I keep forgetting is something about cost but I can't remember. I still don't remember
1:56:44
what it was. Well, we talked a lot about phone costs. We're talking about inbound, outbound call recording. Well, no, it
1:56:54
was the last subject right before the deal,
1:57:01
whoever y'all were talking about.
1:57:04
Well, satire was having the issue with her phone number. We're talking about IVR,
1:57:09
and it wasn't that. It was something else we all mentioned that made me think about it, but I instantly forgot it.
1:57:19
Setting phone numbers on DND so that, like inbound DND do not to call, or you had said that you had talked
1:57:28
to totally different than a phone number. We was okay, all right. Anyway, I got to head out. I gotta go the bathroom, so I'm signing off.
1:57:41
No worries. That looks like we're at the top of
1:57:44
the question, why did you go to Google instead of zoom?
1:57:50
That was a company decision that wasn't that wasn't my decision. That was when they switched over and separated everything out and created, you know, SD AI as its own kind of standalone business, and then sharks as their standalone and then Nick Ponte AI, and then minor marketing. So everything's been kind of segmented into their own businesses during that that they decided that they were going to use Google meet. So I'm not really sure what the reasoning was behind it. I'm not a huge fan. I like zoom, yeah, yeah, okay, good, goodbye. All right, thanks, Bobby. All right, everybody that that does it for this call. Thank you so much for showing up. Thanks. Jason, yep, no problem. Bill, thanks to tira. Thanks. Dorn, thanks. Rachika, thank you everybody for for showing up. Thanks for all the great questions like always. You know we've got that. We've got our support desk. So if you guys have issues in between now and next Tuesday, please feel free take advantage of that. Make sure you get your questions answered. That's why we're here. We're we've got support people ready to handle your questions seven days a week. If not, then if it requires more context. And you want to join these calls and we need to dig into whatever issues you're facing, happy to take care of that. That's why we do these calls. We're here for about two hours every Tuesday, again. Thank you everybody for showing up. We will see you guys all next week. Have a great, productive week. Take care, everybody.