Transcript
0:01
Hope everybody's doing well. Welcome to the SDAI call. If you guys have some questions, you know the drill. Bottom of the Google Meet window, just go ahead and click the hand icon to raise your hand. Then we'll start calling on people and answering questions. Hope everybody's having a great Tuesday so far. Good week, Bobby. I do see here. Hey, Bobby. Just so you know, I did send you an email just a few minutes ago, and you and I can connect after this call. So I just wanted to put that out there real quick. Looks like Austin, you are the first one up.
0:43
Awesome, hey man. I had a quick question. Let me share. Might be easier.
0:48
Yeah, yeah. Please do.
0:51
So I have a couple, but I can. If other people have their hand raised, I can go back in the queue. The first one is so when someone searches something, the idea for this directory is going to be a national directory, so I'd like people to be able to search by city. So when they search, the layout of the page. I'm wondering if we can change this, and what I mean by that is the hero image still visible on this page, and then to see how we can help, header is not really you know relevant to what they're searching. So wanted to see if we can customize this filter listing page.
1:35
So the text, I believe, that is part of the text that we could edit now. Is that correct, Rachika? but that is part of that text.
1:45
Yes, and that's on the homepage, right?
1:49
No, this is on the search page, so like the listings, which I'm pretty sure. Give me a second, Austin. I'm trying to pull it up on my end.
1:58
Okay, yep. No worries. I
1:59
just need to log in real quick here. Logged into the wrong account, but we did. We just added a a section that allows you to edit all these different titles.
2:16
Oh, I think I know what section you're talking about. I think I just didn't notice if this if this one was on there. just
2:24
getting into it right now, so I can point in the right direction.
2:27
Yep. No worries.
2:29
Let's see. Okay, so it's under settings, and then it's under custom names, and this one. Let's see here. This would be. What does that say? Listings, account actions, listing. I'm not sure. I think this is so. This is listing search, right? Listing label, maybe. No, that's tag. Are you on the page? Do you see what I'm seeing? Like, I'm pulling it
3:43
up right now. Yeah, yeah.
3:45
Let me share my screen for everybody so everyone can see. Oh, actually, you're sharing right now. No, never mind. Yeah,
3:50
I can. I can stop. I can stop.
3:55
It's just under. So if I go. Yeah, if we look, so this is where I'm at. So I'm under settings, and then under custom names.
4:18
Yeah.
4:18
So that that was the whole idea of these this settings page right here was to be able to edit each one of these titles. I'm just trying to locate which one that is, and if it is in fact in here. If it's not, then that's something we need to know about because the the whole idea of this, just so you know because you know people are using these for business directories. They're using them for people directories. They're using them for specific niches. And just like you said, not everything's applicable to every you know use case. So like the the whole idea was opening this up so that you guys could really customize like all aspects. Of it, so that it could be specific to your industry or whoever you're serving. Totally. So if it's not available here, so I would just like test out a couple of these. Maybe this one. I don't know. I'm I'm not sure which one it would be, but maybe test them out.
5:15
I did try these, and it yeah, and I don't think it's on here. Would you guys be able to add that?
5:21
Yes. So. let me just look at the page. It is. Let's go to the preview here. So it's on. Is it just on?
5:41
Yeah, I don't think you can get to
5:42
it. This is it, right? Yeah.
5:46
Well, I don't know though because then if you so it
5:50
looks that's featured. That's featured.
5:52
I think that is it. But when you search from the main search bar, the page looks a little bit different because there's that that hero image at the top still.
6:04
Yeah, but it's a list of all listings, right?
6:12
Yes, that's the
6:13
page you're on. Okay, so yeah, if I go back here, you've got see all featured listings and then see all listings. I think this is where we were at on your site, the see all listings tab, and you'll see forward slash listing in the URL. I think that's where we're at, and that's the title that we need to be able to edit. So let me, if you want to just double check that though. Yeah, it looks
6:41
similar. It looks similar, but it's forward slash filter hyphen listing. So I guess the page is different if you search in the in the hero section. No, okay.
6:50
So filtered, and is it filtered by any tag?
6:55
You can. So the the URL says filter hyphen listing, and then question mark. I'm sorry, question mark search equals, and then whatever you searched. So you can search by. It doesn't necessarily need to be a tag. It could be a city. It could be whatever.
7:16
Right. Okay, so this is what you're seeing right here.
7:26
Correct. Yep. Exactly.
7:27
Okay. Yeah, I think that's the same page. It's just showing. This is just showing a filtered view of it, but it's the it's the same page. So what we need to do then is just double check that we can edit that.
8:10
Yes, and then Lars called out too. Just wanted to make sure you got that too. That on the filter hyphen listing page, the hero background image still shows, and it looks a little awkward. So I don't know if we're able to remove that, or or what the best path forward would be for that.
8:30
Oh, that okay, got it. Yeah, it does show right there. Okay, so yeah, remove unfiltered searches. filtered searches. Yeah. Yeah, yeah, I I could see like some people maybe wanting to keep it, so maybe we just turn it into a switch where you can just you know activate it or deactivate it, just on and off for that hero image.
9:15
Yeah, for sure.
9:16
Give people flexibility. Okay, cool. Yeah, I got these both marked down, so I'll pass that off to the team, and I think this one for sure we should be able to get done pretty quickly. The hero, I'm not sure what else the team has on their plate right now, but I do know we did have a meeting about SDAI not that long ago, and they were saying that most of the fundamental stuff is done. So they are moving on to more feature set stuff. So there's a lot of little features that are going to be released here over the coming weeks. So this could get worked into the next. Sprint, so it probably won't be this sprint because they've already started it. So you're probably looking at about, I don't know, 14 days or so before the following sprint. That this, that the soonest that this could get added in.
10:13
Cool. Okay. No, that's that's perfect. Yeah, I appreciate it.
10:18
Awesome. Anything else, Austin?
10:20
I got two more, but I've been going for like 10 minutes. I can hop in the back of the line if that's it's all good. Okay,
10:26
we're here for a couple hours, so we'll we'll get to everybody. We always we always do.
10:30
Awesome. Okay. Another question I had is on the business page, and I'll I'll share screen again. On an individual business listing, we can add the phone number over here.
10:49
Yep.
10:50
Wanted to see if it's possible to implement click to call on this to make it easier for the user to call the business if that's what they want to do, as opposed to having to type it in or go to the website and then call.
11:06
Can you can you just try entering the HTML for that real quick, and let's just see if it works.
11:13
Yes, can you walk me through that?
11:16
Yeah, it's super easy. Just go ahead and and go into the back end of this listing, I'm just curious because I I haven't tried it myself, so this would be a good teaching moment if it does work. So let's go into the businesses section, and then go into that listing. I'm not sure if this is going to work or not, but we'll try it.
11:38
Cool.
11:39
And then what is it under business details? And let's find that phone number. There it is. Cool. So just remove the formatting. So let's go ahead and remove.
11:53
Yeah.
11:54
Yeah. And then remove the dash there. And then at the very beginning of the phone number, just go ahead and type. Yep, T E L colon. There you go. Let's see if that works. No, nope. Okay. Yeah, that's definitely something we should get added then. Okay, so phone number. Business phone. Got it. Cool. All right.
12:38
And then I got two more. One of them's a quick one, which is right here. So on deals, you input when right like on the back end when you're inputting a deal when you're creating a deal, you input the initial price and the new price, and I think you can only do dollar amounts. And so I wanted to see again. Maybe this is like a recommendation, not something that's possible right now, but if you can make the initial price optional to show, in case you want to show something as as as free that I guess already was free, if that makes sense. Okay, or if you could do like a percentage off, and maybe you can. Maybe I'm wrong about that, but I thought you could only do like a a previous dollar amount to a current dollar amount.
13:28
Yeah, I think that's all it is right now. But yeah, I definitely think we should include free. So there should be an option for free. So on that pricing wouldn't show at all, it it could it could say free or or it could say nothing,
13:44
right? Right, and then
13:46
a percent off. Yeah, I like that idea. Okay.
13:57
BWT, that's a good question. I can try that really quick.
14:05
Hey, just so you guys know, that phone number does work on mobile.
14:12
It's clickable on mobile.
14:14
Yes.
14:23
Are you saying, Pierre? Are you saying without even doing tell?
14:28
Yeah, without even doing tell. I have a plus one in front of one of my numbers, and I just tried it, and it works in mobile.
14:34
Okay.
14:35
Well, whether you need the plus one or not, I don't know that, but that's that's what I tried.
14:40
Yeah, yeah, yeah. Perfect. Okay, then I'll I'll go and play around with it. I appreciate that.
14:44
Well, I went ahead and added it anyway because it should, regardless if it's if it's mobile or desktop, it should show clickable. So we'll get that changed.
14:52
Awesome.
14:53
Yep. Okay. Cool.
14:56
Awesome, Jason. Then I had just one more.
14:59
Yeah.
15:00
That is that for our calendars. Sorry, I got this Google Meet window the way for our calendars. When we are trying to share the calendar link. The domain is smartdirectory AI as opposed to our directory link, and if that's a limitation, that's cool. But I just wanted to see if it's possible. If there's like a setting I'm missing, or if we're just constrained to the smart directory AI domain when you're sharing a link because if I were to send this to somebody, it wouldn't be yeah yeah yeah.
15:48
For in this case, you are so like there's nothing we can do about that. We can't edit that link, but what you can do is exit out of the calendar and hit that go back button in the top left, and then go to Sites, and then click on Smart Directory AI, and go ahead and create a page here. So go ahead and add a new page. Just hit create funnel step, and then edit this page. You can just click create from blank. That's fine, or edit. Yep. And then what you'll do is you'll just drop a section on this page. You'll drop the calendar widget on this page.
16:46
Yep, got it, got it.
16:48
Right. And then you'll be able to use whatever domain you've connected to SmartDirectory AI.
16:54
Yep. And that will be
16:55
the link directly to to the calendar booking page.
16:58
Yes. Perfect. Okay. Awesome.
17:00
Okay,
17:01
that's all I got. Thanks, man. I appreciate it.
17:03
Yep, no worries. All right, Bill. Looks like you're the next one up.
17:12
Hello, how are you?
17:14
I'm good. Oh, Stephanie. Sorry, I'm sorry.
17:17
I might have to give up my turn. You okay? Go ahead,
17:25
Stephanie. I'll mute.
17:27
Okay. Um. Okay. Let me see. Let me show
17:41
my screen. Man, I thought I had this all set up. If
17:49
you want, I can move on to. Oh, now you got it. There you go. So you're sharing.
17:56
Can't see what I'm. Aha! There's okay. Cool. Great. Um. Okay. So. so I think all my questions are pretty rapid fire.
18:06
Okay.
18:06
So I was editing email templates and whatnot in the premium workflow. I was checking that link, and the link in the emails doesn't go anywhere.
18:27
Okay, so that's probably because
18:30
where it's supposed to go. Because I'm, I guess it's supposed to be pretty individualized, but
18:35
right. Yeah, yeah. Now, were you sent that test to yourself, correct?
18:41
Um, I was just editing the template and test the link. Okay, so yeah, so
18:46
the link is not going to work. the The only time the link works is if the if you're sending to somebody that actually has a listing. So in order to test it, what you'd need to do is create a contact that has the business tag in high level added to it, so that so that that contact gets added as a listing inside SDAI. Okay. Once that happens, then you can send that. Then you can send a test email to that business email address, whatever email address you have connected to that that test listing, and then that link will work. So it has to have an actual business listing on business contact inside High Level and a listing inside SDAI for that link to work.
19:34
Okay, that makes sense.
19:39
Yeah, it'll just automatically fill it because what it does is it pulls it from SDAI directly.
19:46
Gotcha.
19:47
On the free listing workflow, I noticed that the people who are responding to my free listing outreach. Aren't getting removed from that workflow, so they're they responded and they kept getting the hey I didn't hear from you here's your I made your free listing you know they're still getting those emails, so I wanted to make sure I went into the customer replied workflow to make sure I'm setting this up right. So if I do this, remove from workflow, and just put it across all the conditions, it should take them out of that free listing. Is that set up right?
20:34
It's been so long, Stephanie, since I've played with this one. Give me a second, Rachika. I thought that, as I remember on these on the free listing outreach, that we want to keep the people in, correct?
20:50
Yes.
20:50
And they automatically move over once they respond.
20:55
Yes.
20:56
Right. We're not trying to on like Stephanie. Did you did you add that removed from workflow?
21:02
I just did that because the like I had somebody who responded, but then they kept getting the emails as if they hadn't responded, and they were getting to like they they didn't get removed from that workflow after they said yeah that's my correct information thanks, and then the next email they got to me was, "Hey, you haven't responded to my free thing I did for you. And I was like, "But you did, shoot.
21:31
Rachika, you were going to say something.
21:32
Sorry.
21:33
Yeah, I was just saying, like they are not supposed to to be removed out of the workflow because they still need to receive the claim listing emails.
21:44
Right. I
21:45
don't see an email in there that that was gonna be my next question because I don't see a maybe you can just help me find it. I don't see a listing in here. Where is it? Okay, maybe I just
22:03
it's inside of the emails.
22:05
Yeah, maybe I just need to change the way it word it's worded because I don't know. It feels weird to me to be like, hey, you haven't responded, and then hey, you still haven't responded, but they did respond even though they if they didn't yeah they
22:19
responded but they need to receive the link to claim the listing, and that is like after those emails.
22:26
Maybe I just and as
22:27
soon as they claim the listing, they'll be out of this workflow and they'll be added to the another workflow.
22:33
That makes sense. Guess like this wording here. Maybe I just need to just make that personal for me, but. But because, like here, it says, "I'm just following it up because I didn't hear back. But I did hear back; it did respond. So maybe I just need to, because some people won't have responded, but some people did respond. It makes sense to like keep them in the workflow so they get to the claim listing email, and maybe I just need to have like a branch off here where one is slightly different. Of hey, thanks for confirming your information, and it keeps going to get the claim your listing thing.
23:22
Yeah. Let me check this one. Yeah,
23:26
yeah. I don't know. I think it
23:30
is on my end.
23:32
Rachika, you may know this. I talked to Cameron. This I feel like this was like three weeks ago, four weeks ago.
23:39
Yes,
23:40
and he had mentioned that we were that our our in-house copywriter was working on reworking all of these emails in all the different sequences. Have you heard anything new on that, Rachika? Were you aware of that?
23:59
I think these are the emails that we got from the writer, but I'm not sure if we are getting more, like we are getting more written by them.
24:10
Yeah, I thought that he was working on a new series of messages that were going to be released, and I'm just not sure if those have been released. Let Stephanie, I'm gonna I'll make a note to myself, and I'll write that down and see if I can't get an answer for you on that, because that that is a little confusing, and I can see where somebody might get a little tripped up on that.
24:32
Yeah, and I had just reached out and sent a personal email to them with trying because they because I only had three responses from my first post of emails. I was like, "Hey, thanks for you know. I send them a little loom video like so they could claim their listing and not wait to go all the way through. Yep. And then I woke up this morning and saw they got an automated email of, "Hey, you didn't respond to me. I was like, "Oh gosh, this doesn't look good.
24:56
Yeah, I would just send another email and just say, "Hey, disregard that last." Message, you know, it's it's part of an automated series that just goes out. We had a temporary glitch or something. I don't know. Well, you know, you can say something like that, but I would just reach out and just do something personal. But yeah, let me. I'm just taking a note right now and see if we can't figure this out.
25:21
For what it's worth, there was a snapshot sent out a couple weeks ago with new emails.
25:29
Yeah, that's the that's the the the workflow I'm on is the new and improved free listing.
25:37
Okay,
25:38
so
25:38
these are the newest ones.
25:41
Again, and I think these are with the new content that we were supposed to do with the content writer.
25:49
Got it. Okay. And which and what email is that, Stephanie, in the series? Is that the second or the third email inside this automation?
26:12
It's almost like there needs to be a little branch off of each one until they respond before they get to the claim.
26:21
Yeah, what was the what? What email is
26:24
this? This is number two in the free. Number two.
26:27
Got it. Okay.
26:30
Which one goes to?
26:38
Got it.
26:40
Four's.
26:43
So it's. I think like on two and three, they both need an option of if they've already responded. Like maybe between one, two, and three, they respond. Go ahead and like skip to four.
26:55
Yeah.
26:55
Their listings. Maybe that.
26:57
Yeah. Yeah. I think that's. Yeah, maybe we just need a goal step in there. Okay. Okay, thank you. Yep, I made a note of it, so we'll figure out the best solution. We'll get it pushed to everybody.
27:31
Okay, here's my next question. I got this email, and I was trying to check, figure out what this is really telling me, because this right here, this Vince Cali Golf, that's not in my contacts. Cali Golf, in with a different email address, is a contact one of my business listings. I was trying to see is this telling me that this guy tried to reach out to me, and our email blocked it, or I tried to send it something, and it got blocked as spam.
28:13
So Vince Kelly golf@aol.com and that you're sure that is not a contact in your list.
28:24
Well, when I go to search it in my contacts, it doesn't come up, and maybe that the Cali Golf email I have like redirects to this guy. Maybe that's my only guess.
28:39
Yeah, if there is another Cali Golf, that's probably what's happening, and
28:59
then.
29:06
Okay. Unsub nine. kellygolf.com Okay. Yeah, it's got to be some sort of an email forward problem. So basically, what what it was just telling you is that that email is is not a valid email address.
29:30
Gotcha. Okay, I can find look them up. I think that was one of my scraped emails. So
29:36
yeah, it must be that this this is forwarding somewhere, and that and that Vince, it's coming from, it's forwarding to that Vince email, but that Vince email doesn't exist or something. I'm not sure, but yeah, it's it's it's obviously it's not working, but I'm sure it's tied to this content.
29:55
Okay, I think that is all I had for there. Yeah. Okay, thank you, guys.
30:01
Cool, no problem, Stephanie. All right, Bill. I know you were up next. I think
30:09
yeah, a few
30:10
here. There you are. Okay,
30:11
cool. Here,
30:13
few questions. Hopefully, this is the right place for them. Sure. I'm. trying to create sites for people, among other things. And when I use the AI to make a site, do I have to use AI again to edit it, or can I edit it some other way? Because sometimes it's just a couple letters or something that a typo, and it's a lot of takes a lot more time to to AI fix it than to just go in and fix it.
30:52
Okay, you're talking about making sites in AI Studio.
30:58
Yeah,
30:58
in high level. Okay. There, so there's two options. Well, actually, there's more than two options, but there's so high levels got AI Studio, which is their newest, latest, and greatest fully vibe-coded AI tool for making sites or funnel pages, that sort of thing. You can also just go directly into the funnel builder or website builder directly in high level, and they have an AI assistant in there. If you use the AI assistant inside the website builder itself, it builds all. It creates the sites using all the building blocks that are available to you inside of that drag and drop builder, and so it makes it a lot easier for you to be able to edit and make changes in the future to the site. So my suggestion, if you're if that's been an issue with you, I would try using that tool instead and see what you can't come up with there. Because like I said, it's it creates it inside of that builder, so it makes it really easy for you to make edits.
32:05
And that that one I get to by going to sites, and then there will be a website. Sites, go to
32:10
funnels or websites. Yeah, go to go to the sites tab on the left in the left nav, and then you'll land on that page. You can collect click on either funnels or websites, go into the builder, and there's a new. Let's see if I can just show everybody real quick here. Let me share my screen. Okay, so inside here, if we click on sites, oh, I guess websites are turned off for this sub account, but that's okay. I think I can still show it here. Let's go into privacy. Let's go edit. See if it shows up here. It might be turned off. Yeah, it's actually turned off for me. It's going to show up somewhere up here. It'll be like create using AI or something. There'll be some button, and then basically this left-hand menu here, where you see all these different blocks. This becomes kind of a menu where you can type, and you can prompt it to to build, and it builds using all of these blocks.
33:25
Okay, so
33:26
so you'll see it when you come in here.
33:28
I
33:28
built with just one command in there, and then I can go in and edit. Or do I need to make each page?
33:37
So yeah, you will need to you will need to do it by page, yes.
33:43
Okay.
33:44
But if you create one page that you really like the layout of, you can just duplicate that page, right? High level allows you to do that really easily.
33:53
Okay.
33:54
So you can just come in here and you can duplicate any one of these pages. I I wouldn't do it under the funnel builder though. I do it under the website builder, and then you can here inside the the funnel builder you can see here's the clone funnel step. But if you're building a proper website, then I wouldn't use the funnel builder. I just use the website builder for that.
34:16
Okay, I will give that a shot.
34:20
Yeah. Anything else, Bill?
34:23
Going back to WordPress. What's that? It's got to be better than going back to WordPress,
34:30
right?
34:32
Yeah. All the updates. And it's trying to import contacts from from a different sort of list, is there a way to set up some automated template or something for importing that will map everything automatically? Because it's it's a ton of a ton of fields to map each time.
34:59
Yeah. What what are you trying to bring in? A
35:03
scraped list or or an exported list that has a lot more fields than than in.
35:13
So if the field's a standard field that's already created in high level, then the answer is yes. If if you're trying to if you're trying to bring data in that doesn't have a corresponding field already inside high level, then you'll have to do that first, right? And what what you can do though for standard fields, the columns in your spreadsheet. So say you're you're bringing in names, right? First name, last name. The top the the column name should be first name, the last name column should be named last name, right? Because those are the field names inside High Level. High Level will recognize that. So first name, last name are the column names for for first name and last name, email and phone same thing, column names, right? And then like if you wanted to bring in maybe their Google review rating, right? You would have to create that as a custom field first inside High Level, and then whatever the name of that field is inside High Level, just create the same corresponding column name in the spreadsheet, so that when you do the import, it doesn't work every time for custom fields, but a lot of times, if the name is exactly the same, then high level can match it up right away.
36:28
Yeah, it's just that I have to go through and change names in all the columns and or a lot of the columns each time. I was hoping there's a way to just map the columns directly. Oh, yeah. I mean, when you
36:44
when you import, it gives you a manual option to you know say, "Hey, this column belongs to this field. Like you, you've done that before, right? Like when you're uploading a spreadsheet, and you go and you manually map everything, right?
36:59
Yeah.
37:00
What what what fields are
37:02
having mapping?
37:04
What what fields are you having problems with, though?
37:08
It's just I haven't any particular. the The scraped data has probably 60 fields. Okay. And do you
37:19
need all 60?
37:21
No, I don't need all 60. But
37:23
okay, so yeah, so then I would just worry about the ones that you need and just edit those columns so that they match. So you know, like it might take you two minutes. You just go through and just boom, boom, boom, just real quickly edit the column name inside the spreadsheet before you do the upload, and then it'll be. You won't have to worry about mapping.
37:44
Okay. What are the basic fields that need to be imported to to create a
37:52
contact? You have to have a first name, and you have to have an email or a phone. You can create a contact without those. High level will allow it. When you go in to edit the contact, though, it will show an error. Like if you try to make a any any additions to it, it'll show an error until you put something in the first name field. It wants to see something in that first name field.
38:21
Okay. And then the first name has to be the business name, right?
38:28
Yeah, in the context of SDAI, yep, that's exactly what we teach. So because we're using contact records as listings inside SDAI, yep.
38:41
Okay, and is there a way to add a first name field? Just do it as a custom field.
38:47
Yep, that's usually what we'll we suggest. So until high level changes the way contacts and companies operate, because I eventually we're going to change the SDAI app to use the custom object of company, and so then you won't have to worry about any of this mess. It'll just work. But right now, because because High Level hasn't fixed that entirely, this is the workaround, and so you have to use again the company name in the first name field, and as long as you do that, then the upload will go through. It'll create the listings. All that works. Now, if you have an owner's name, instead of putting the owner's name in that first name field, right? You don't want to do that because you want to have the company. You still want the company name there so that the listing works,
39:45
right?
39:46
But what you can do is yes, create a create two custom fields called owner first name, owner last name, and that's where you'll map the the owner's name to. So if if you actually have their physical first name last. Name, you'll map it to owner first name, owner last name, and business name will get mapped to first name. Hopefully that makes sense. It's not too confusing.
40:10
Yeah, yeah, that's fine. And going back to what Stephanie was heavily problem with with the new email sequence, I imported the new email sequence, but what should I do with the old sequence, and how do I activate the new
40:29
one? So it's as simple as publishing the workflow and setting the old workflow to draft.
40:38
Okay, I don't have to map anything to
40:42
it. I. would double check inside. Let me share my screen.
40:46
No, Jason, we don't need any mapping because the first one is manual. The
40:52
first one is what?
40:54
But they have to make sure that it's.
40:58
But they still have to make sure that it's mapped, all all the other ones are mapped.
41:04
Yes, other ones I think those are already mapped. Okay, but we don't need any mapping for the pre-listing outreach.
41:15
Yeah, this is what I was going to show.
41:24
Seems too easy, so I question it.
41:27
Under settings, work workflow mapping. So this is what I was talking about. Just make sure that this is all set up correctly. These are all mapped because this is what triggers after somebody responds. This is what set. This is what moves people through the different automations. So that's under settings and workflow mapping. But yeah, to start the sequence, it's manual. You'll just select the context and drop them into the workflow. So it's as simple as going to your automations, coming in here, outreach. If this was the old one, then you would just come over here, click the three dots, and click draft, and set this to draft. And then the new one you would just set to published.
42:15
Okay, sounds good.
42:18
Okay.
42:19
Yep. And. last thing, I just want to make sure that everything in my setup is up to date, and I think it is. But Tom had mentioned in one one of the calls that SDAI should be at the top of the menu on the left left to go into it, and it's still at the bottom, but I saw on on the one on the one that was showing earlier that his was down at the bottom still too. So,
42:52
do you have SDI installed inside of your inside your own high level account, or is it under our account?
43:01
In my own account.
43:03
That could be the reason why it's showing there. I've seen that happen on occasion. Yeah.
43:13
Yes, Jason, that's correct. So we have this on top for the standalone accounts because those are under our agency, but if these are like under your own personal agency, then it'll be down there.
43:29
Okay, sounds good. Thanks. Think that's it. That's it. Okay, perfect. Thank you, Bill. Thanks.
43:41
All right, we've got Balent.
43:44
Hey, how's it going?
43:45
Good.
43:46
Oh, you might have answered my question towards the end of that, but basically, I'm wondering what like the best practices or the workaround is for calendar booking when you have when you have somebody in there as a free listing already, since their business name is mapped to their first name, a lot of business owners obviously use the same phone number, same email address. So if they fill out a calendar event, it replaces their business name to their first name. Right. So I'm wondering, based on what you were just saying, my thought was creating a calendar form and then changing, like putting in first name and changing it to business name, and then putting in another custom field. Would that be right then? For their yeah. So yeah.
44:30
So basically, yeah. Creating a custom form that you apply to that calendar. Yeah, that's a good point. I didn't even think about that.
44:40
Because also, by the way, the same thing is happening. If you have a free listing and they fill out a contact form, then it replaces the listing with their first name. the The contact form on the website itself.
44:53
Well, that's not good. Okay, we need to test that. Give me one second. Let me write that down.
44:59
And that's that's. Only going to happen, obviously, if the business owner is using the same email and or the same phone number. Okay, it looks like David said that's what he did is just change the form. I didn't even think about it till you guys were talking about that, so that answered that. But if I can get a fix on the contact form, yeah, I just wrote that
45:21
down. That that that's a big deal. Yeah, I think the custom form. So like, what I'm I'm just thinking back to what I did. What what I did in my agency is I have obviously I run it in my own high level account, and I've got a sub account for my agency, and the calendar I used is is just the calendar that's attached to my agency. I don't change it for SDAI, so that's what I was using. So, but but yeah, I think if you want to use a calendar inside SDAI, then that's that's going to be your best option. Is just a custom form and use those those custom fields that I talked about earlier, owner first name, owner last name, right? And you could change the label of it on the form so that it doesn't say like owner first name, right? You just change the label when it appears in that form, and yeah, you could go that route.
46:15
So then that that's going to be the answer to the cust the contact form. I'm actually changing it now, so you guys don't have to do anything on that. I mean, I don't know if you want to do it for future, but no,
46:24
I think I think it should because this should be just written in. This should be just standard out of the box. the The calendar thing's a little bit different because that that involves high level, so we don't have 100% control on that. But the contact form we do, so we definitely need to, we need to figure that out. Jason,
46:48
oh sorry.
46:49
Oh, sorry, Blint. Just to just to hop in real quick, Jason, could you share screen and just walk us through creating that custom calendar form?
47:00
Yeah, of course. All that was it. All that was that it. I haven't
47:07
done that before.
47:08
Yeah, that that's really it. I mean, I don't know why I didn't think about that myself. So when you were talking, is when I thought of it. That that's all I had was was that everything else is being worked on. So we're good.
47:19
Cool. Okay. Yeah, I'll just show you guys this real quick. So, if you go into create a calendar, and let's go here. Okay. Once you create your calendar, and you just click on Edit, and you go in here, I believe it's under yeah Advanced Settings under Form. Right here is where you can select. So by default, this is what the form is capturing: first name, last name, email, phone, and a notes field. But what you can do is once you create your custom form, you go under this section, and from this dropdown, you'll be able, you'll see it right here. You'll just select it, and then that form you'll use that form during the the booking process, and to create the form, you just go under Sites, Forms, Create Form, start from scratch, and then build your custom form over here.
48:34
Nice. Then you give it a
48:34
name, and then it just shows up. Yeah, it'll show up in that list.
48:38
Awesome. Okay. All right. Appreciate
48:40
it. Got it. Yep. No worries. All right, Bobby.
48:51
I was. I don't know if I can show you on this. I'm in a different browser, but I don't know. Can you share screening? Move browsers from one. Yeah, if you just
49:04
do the entire screen.
49:06
Let me see if I can figure that out. Entire entire screen. Well, it's okay. So if I go down here and go to the different browser, when I did a snapshot update, I see. Can you see this now? I
49:38
can. Yep.
49:39
Okay. It went to it automatically. These are all mine. Let's see if I can find it. Well, I don't think I can find it now. Well, let me tell you what it did. It went to the smart direct. When I uploaded, when I uploaded the snapshot, it went to this. You see this?
50:12
Yep.
50:14
It didn't go to my high level. It went to y'all's high level. Not. It showed. It showed. showed this logo on there, not my logo. When it logged in, did you have into it logged into like I was doing an in a standalone deal, and the reason why I wanted to ask about it is I don't want to be charged for standalone and the unlimited, because I'm on the unlimited plan, but it it logged in. I didn't know how. Okay, here it is.
50:55
There you are. It is. Yep.
50:58
So it's going into y'all's standalone program when I try to download a snapshot, it won't let me go to my my you know sub account with AI in it. I mean, with you know this one here with.
51:20
So what you need to do, Bobby?
51:22
Yeah.
51:23
This happens sometimes. So look, just stop right there before you move. Okay.
51:27
Okay.
51:28
Just just leave it right there. Look at look at the address bar. See how it says app. BWT, right?
51:35
Yeah. That's your
51:35
white label domain. Sometimes this happens with eye level. I they they say they fixed it, but I have seen this where like if you're logged in, and then if you click on Smart Directory, go click on that next tab over. See the address bar is app.gohighlevel.com.
51:53
Yeah,
51:54
that's the issue right there. So what you need to do is log out of both. Log out of this one. Log out of the BTW. So click on your profile image in the top right, hit the log out button on both of those tabs, then go to app.gohighlevel.com, log in to btw or bwt. Sorry, log into bwt on on app.gohighlevel.com, and then click on the snapshot link. I'll walk you through it because I know that's a lot. So just go ahead and click on your profile image first, right now on this tab, top right, the picture of your your face over there on the top right.
52:38
Oh, yeah. Well, I've got it logged in like three different places. It's okay on this. As
52:44
long as you log out here, it'll work.
52:48
Okay, but I've got open 12345, places, and I've been working on this site here. I think I understand what you're talking about. Just log out of everything and then start,
53:03
and then log back in to bwt under app.gohighlevel.com. Because when you go to go app.gohighlevel.com and you click log in, you should see a screen that's got like multiple accounts that you can log into, right?
53:20
Yeah,
53:22
that's when you choose both of these email
53:24
accounts, and it asks you which account you want to log into. And I accidentally pushed the one that had the the you know URALS logo on it,
53:39
the smart directory. Yeah,
53:40
yeah, yeah. Yep,
53:41
that's why. That's why when you click on that, on the snapshot link, it defaults to smart directory because that's that's where you're logged in under appp.gohighlevel.com. So just need to log out, log back in under yours, and then click the snapshot link, and it'll you'll be able to import it directly into your account.
54:04
Okay. Okay. Well, I want to ask you about this. I know it's off subject a little bit, but when you build in, you build in, and this
54:19
the AI studio. Yep.
54:20
Yeah. Can you see? I built this twice, and and it screwed up the first time. I had to rebuild it all. When you build in this, can you can you do custom values so that when you make a snapshot, it it will be all custom values? Because I've added that into the side here, and I did it once with a with another thing, and it kind of aired out. Let me see where I'm at. See, I started with this
54:57
one. Oh yeah, I see that. Okay.
55:00
And it crapped out, and I had to start all over. But the Ask AI told me to do it in a different order. But when I do it the other way, they said that that would work. Ask AI did, but but it's showing up. I mean, I didn't know if you knew this or not, but it's showing up all you know, no no custom values in this, but they because I've already put all the custom values names and everything. It shows up with my my stuff in it.
55:40
Oh, okay.
55:41
Science by Gina, and all that in the background. It's got all those labels already in the custom value things because that's okay. So
55:48
then, so it does work then. Okay, yeah. I think
55:51
it works, but I don't know. I had to make the snapshot yet, you know, to try because I wanted to make a.
55:57
That's that's a different question though. I so the the custom values. It sounds like those are working. I was, I'll be honest, I haven't I haven't tested custom values inside AI Studio, but it sounds like that's working just based on what you've said, and the fact that signs by Gina is showing up there, and you haven't hard coded that in,
56:16
right?
56:16
But the to be able to use an AI studio site in a snapshot. That I'm not sure of. That I don't know. I'm not sure if that's been added to Snapchat. I think it has
56:30
been. I I think I heard it on the Friday thing.
56:33
Okay.
56:34
The other thing that somebody was asking earlier, and we never you never got to this. If you push this button here, I can edit these blocks. See, I can edit that block
56:50
right
56:50
by hand. I didn't know
56:52
what I. The reason why I was I was suggesting the other option to I think it was Bill.
56:58
Yeah,
56:58
was you can redesign. In this, yet the only way to redesign is by prompting, and sometimes it doesn't get it exactly right. In the other one, you can build based on a prompt, but then you have the option to like move things around just by yourself without having to prompt. Like you can move an image, you can move a text block, right? Because it uses all the building blocks.
57:22
Right. Well, I spent hours and hours and hours, even with this AI studio, making new pages and and adding, adding, adding stuff to it. You know, and mostly the time I took was putting pictures, my own pictures in.
57:40
Yep.
57:40
See, these are all pictures of jobs we've done, and that took a lot of time. I didn't know if there's a better way to do it, but everything is set up in a in a category. Like if you go to a gallery, it's actually got it where you can pick the the style, I mean the sign you want, like vehicle wraps only show up, or lasers show only shows up, or banners only show up. But you you do them all,
58:16
right?
58:16
And I had to put them in one thing at a time. I got where I could do four pictures at a time because that's all it has in like stencils. It was only four, so I've done done them four at a time. But and it took a lot of time, even though it's a. But are you gonna get with me on this? Yes.
58:41
Yep.
58:42
After the meeting.
58:43
Yes. Yep.
58:44
Okay. Okay. Thanks. Well, I'm done for now.
58:48
Cool. Thanks, Bobby. Right, Pierre.
58:56
All right. I just got two simple questions.
58:59
Yeah. No problem.
59:01
All right. The first one is so I so Tom had a meeting and it was a couple things that I saw. The first one was adding more functionality to a listing. Okay, I give them the free plan, but I want to and I and in the free plan you don't have business hours. But as an admin, I want to be to go in and give them business hours. The problem that I'm finding is that when I go to that when I go to that listing and I go to add business hours, that tab is not there. So I believe as an admin, I should be able to add whatever I want to that listing. And the only thing that should be limiting is when they log in and they are on the free plan. They they shouldn't have the capability to add the business list thing, so I heard Tom say that that was possible, but when I went to go test it, it didn't work.
59:47
Okay. If
59:52
you want to bring up the, I'm not in front of my computer, but if you want to bring up the sample sample site and take a look, I mean, you know.
1:00:03
Yeah, that's what I was doing. So you're saying in here that hours, business hours, and configuration. Okay, so on yours, you're saying you can't turn this on and off.
1:00:21
No, no. What I'm saying is that on a on a free plan, I'll have things that are off, and I'll have things that they're able to. You know, they can add their business name, their description, you know, phone number, email, that kind of stuff. Everything else is probably turned off. Okay. So when I go to that listing as an admin, it doesn't matter if something's turned off or not. I should be able to still add pictures. I should still be add the the the hours. I should be able to add all kinds of stuff because I because I'm the admin. But when they log in, they shouldn't be able to do anything that's already turned off.
1:00:58
I see what you're saying. Okay, so this is premium. Here's free.
1:01:08
Yeah. So you only got those three tabs there. Can't do can't do much anything, but you're logged in as an admin.
1:01:15
Yeah.
1:01:16
Yeah. So you should be able to add images and business hours and all kinds of stuff as an admin.
1:01:32
Yeah, but this. Yeah, that's an interesting take. Trying to think if that would conflict with anything or not.
1:01:53
Yeah, most CRM systems, as an admin, you're able to do just about anything, right? And the users restricted on what they can do based on their permissions,
1:02:02
right?
1:02:08
Let me look into this, Peter. I mean, I I totally get it. I understand. I'm just not sure. This might be. Well, it's. most likely, I would say, 90-8% 90-9% sure that this is tied to the actual plan itself. Which you're right. It really shouldn't be. It should be decoupled. Settings should just be settings. And as an admin, all settings should appear regardless. We should be able to still see on our business listing pages whether they're subscribed to premium or free. But you're right; as as the owner should be able to go in. That plan should not be coupled to settings. So let me let me. Yeah,
1:02:58
I have one quick comment on this. For example, this is available for the admins on the back end, and maybe they are adding the images or the title or anything. And if that is not included in the plan, so it'll not be visible on the front end. So, like, there'll be no point like adding anything on the back end if it is not included in the plan because by any which ways no one is will be able to see that on the front end. So like there there is no point of adding that to the back end. So just to cut out this confusion, this is why only the things which are included in the plan are visible on the listings on the backend and the frontend.
1:03:44
Yeah.
1:03:47
So Ruchika, I I get it, and I I figured that's that's how it it was working. Only a reason why I even looked into it because Tom mentioned it in a in one of his calls, and I was like, really, is that possible? Because what I've been doing is, and I'm using the example business hours again. So if I want to give a customer business hours, I have to go to the free plan. I have to add the business hours, give them business hours if they want images, or if I want to give them images and I have to turn that on for the free plan, which is kind of a hassle. But you know, I figured that's the way it was working, but it was only because he had mentioned it. He might might have bespoke, but but that's why I was checking into it when I asked that question here today.
1:04:36
Yeah, I I mean I can see it from both sides, Pier. Yeah. Yeah, I mean, I I can see both sides of it. I guess the only way that it would that it could technically work would would be to completely decouple the settings from the plans plans. You would still be able to set visibility level at the plan level, and then if those settings did appear to each admin, there would have to be additional kind of like on-off switches basically for everything. So if you have as an admin wanted to override one of those settings, you'd you'd have to be able to click like an override switch to turn it on just for that one thing. So if you wanted business hours to show up, you'd have to turn that on for that one listing. They would that would not change their plan, but I I feel like that's the only way that we could make all of it function.
1:05:39
There's there's there's actually one other way that I'm thinking about right now. So, we could I could have a separate plan that you know if I wanted to give people special features, I would put them on that plan, which is free plus. The only problem with that is that it would show up in my website. So if I could if I can make it where that's only these plans show up on the website, and these other plans don't. Then that that could be the workaround for it.
1:06:10
Is there a way to hide a plan, Rachika?
1:06:14
I don't think there is. No, I don't think. But we have this HTML code feature, which I think if someone knows the coding, maybe they'll be able to do that.
1:06:32
You have a code snippet that can hide a plan. Is that what you're saying?
1:06:36
No, we don't have the snippet, but we have a place where they can place the code, and if they know oh I see
1:06:43
okay yeah
1:06:44
if they know how to code then
1:06:46
got it yeah so Pierre that I guess that that that your option could be a workaround you could create that plan you could then just basically write small piece of CSS to hide that plan on the plans page and put that under the custom code section inside SDAI, and that could work.
1:07:13
Yeah, I think other people are going to probably want that same functionality I'm mentioning here, so that might be something I want to include. And and like I said, give us the capability to display plans and and hide or or show plans. I think that that'll probably be the best workaround.
1:07:30
Yeah,
1:07:31
from a system standpoint. Yeah,
1:07:37
yeah. I'm not sure if this is already on our canny board or not, but could be a good one to add.
1:07:47
Yeah, because like I said, most of the calls with you know I'm listening to he he talks about adding additional features, and like I said, the way it works today, you have to actually go turn those on and add those or add those to the plan in order to give them those additional features.
1:08:12
Yeah, I mean, like I said, I think I think your workaround, like if you needed it to work today, I think that that that should work. Just create that third plan, and then just drop a piece of CSS inside the custom code section to hide that plan. And then you would be you would have whatever options you turn on for that plan would be available to you. So if you needed somebody, or if you wanted to be able to offer, like you said, a free plus where you could turn on business hours, you could add extra images, that sort of thing. Long term, I'm not sure what what the best option is. Is if if we code again, option to hide plans or not, or if we just build in, like I was talking about earlier, which would just be decoupling the settings from the plans. You could still set visibility at the plan level, but you could override inside settings for individual listings.
1:09:16
Right. Which
1:09:17
to me that makes the most like to me that that feels more like a permanent solution because that scales with anything. You're not like because the the hide the plan thing. I don't know how many people would ever want to create a plan and then hide it. I don't know what other use case there could be for that option except for in this circumstance,
1:09:41
right?
1:09:42
Because usually if you're creating a plan, you want people to see it because you want people to subscribe to it. You know what I mean? So, yeah, I don't know if that's necessarily the best option or not, but but but good stuff, good feedback. So I'm I'm taking notes here, Pierre, and I'll take this back to the team for sure.
1:09:59
Okay. All right. So my other question was the voice AI location and a listing. So again, saw the video. I think Tom showed a listing and he had the voice AI there, and it looked pretty slick. So I don't know if that was code or if there's a way to place the the AI voice on the screen, and and I think he had a different image than what would normally be there for the voice AI.
1:10:37
Was the voice AI across the entire site, or was it just for a specific listing?
1:10:43
It was for a specific listing.
1:10:45
Okay, yeah, that that's a new feature that we've introduced that allows you for premiums. Usually, it's for premium, and it's just under the. I think it's just under the custom code section, right, Richika? It's the embedded code.
1:11:11
Um, sorry, this name is that
1:11:13
for the for the chat widget or for the voice AI, the embedded code box. That's where they're supposed to place that code, correct?
1:11:21
Uh, for the chat digits, right?
1:11:23
Yep. Yeah. Chatter voice. Yep.
1:11:28
Let me quickly check.
1:11:31
I'm pretty sure that's it, Pierre. So if you go, what exactly
1:11:33
you're seeing?
1:11:36
Like under a premium listing, the custom code section.
1:11:41
Right. Yeah, I've done it for the chat, which works great. I love it. I love it. The but the way he had it in the in the screen and the screen that I saw. So you know, we had we were looking at the phone number earlier with Jason. I'm sorry, with with Austin, and then underneath the phone number there was a a box for voice voice AI. So I'm wondering if that's if that if it places it there automatically, or is there some coding that needs to be done in order to do that? Because I haven't done it yet. I haven't done the voice one, but I have done the chat one, and it's kind of off to the. It's on. It's it's not at the bottom. It's kind of off to the right on the screen, which is fine.
1:12:21
Yeah, yeah, yeah. That I don't know. I haven't tested that. Rachika, do you know where it shows up on the actual listing? Does it show up where Pierre was describing under that box on the right hand side?
1:12:38
Are we setting this up for just one listing, or for the entire directory?
1:12:42
Yeah, for one listing. Yeah, it's just just like the. Okay, yeah, it'll
1:12:45
be on the right side. And one more thing, sorry, the very important thing that if you're adding this for just one listing, so it will not follow the code which is being followed for the complete directory. So it'll only follow the code that you are writing for that one particular listing, so it will not show the other chat widget.
1:13:08
Right, right, and it should.
1:13:09
Right. Yep.
1:13:11
Yeah, I'm just worried about the placement on in the actual listing itself, where it's actually placed at. Yeah. Yeah. Here,
1:13:22
I. I don't. I I wish I could definitively tell you that's exactly where it's going to show up. I would say just test it. I on to be honest, I have not tried it myself, so I can't tell you 100% But I would try going into that listing, go to the custom code section as before, punch it into the embedded code section, and see where it shows up. Just test it, see where it shows. But if that's where Tom was showing it in his video, my guess is that that's where it that's where it's going to show for you. I don't listen. It'll
1:13:54
be on the right bottom. Sorry, I'm missing a conversation in between. I'm so sorry. I
1:14:01
was not able to hear. I know you're doing a million things, Rajika.
1:14:05
Yeah. Now we were discussing. So, like he said, that that Tom has got a video where the voice does not show up in the bottom right, like the chat widget. It shows up actually in the listing itself, under where the phone, where like the phone number shows up inside of a listing, which I like, I said I haven't tested it. I don't know. I can't imagine that he was using custom code for that, because usually if Tom's showing something, he's showing something that's like available to everybody. He's not showing some custom coded, you know. So, but
1:14:49
as far as I know, like it should be visible there on the right bottom that chat widget.
1:14:56
So what Pierre is saying is that it shows up in in this box in. This white box, correct, Pierre. That's what you're saying.
1:15:02
It shows up either in there or at the underneath it. Yeah,
1:15:06
yeah.
1:15:07
Otherwise, when my chat widget shows up, it shows to the to the right of that box, which is kind of away from the listing. So
1:15:16
it shows up over here. You said possibly.
1:15:18
Yeah, my chat widget. I haven't tried the voice one. Oh yeah, the
1:15:21
chat. Yeah, the chat does for sure. Yeah, you're talking about voice. Yeah, voice.
1:15:28
All right. Well, I was just asking, but I'll test it and see, so I can know for sure. And then I have some other stuff I'll add to the to the to the board about events. So,
1:15:40
okay.
1:15:42
Um, Jason, even on our tutorial guidelines, like we have this on the right bottom, the voice AI chat widget.
1:15:54
Okay, so it's not showing inside this box.
1:15:58
No.
1:15:59
Okay,
1:16:00
we have a video which which is recorded for this voice AI chat widget, and you can clearly see. I think towards the end, somewhere on the timestamp, seven minutes. So it is visible on the right bottom.
1:16:16
Yeah, it was in it was in on the Friday call that Tom was showing the voice AI box, and I was like, "Whoa, that's cool.
1:16:23
Okay, that we can test definitely for just one specific listing.
1:16:32
All right. Well, I won't take up any more time. I'll test it, and then I'll give some feedback. Yeah, you can send us
1:16:39
a ticket.
1:16:40
Yeah, if if you want to, if you test it and it doesn't show up like it did in Tom's video, please send us a ticket. Please follow up because yeah, we I'd like to know, and I think there's probably more than just yourself that would like to know if if that was that's not like I can't imagine that Tom would do that because again, like Tom usually just shows things that are like he he may show features that are you know in beta that are coming out soon, but if it's a feature that's been out for a while, usually he's not showing you know a custom version of that feature. He's showing you like how it works, that the feature is available, where it shows up, that sort of thing. Not like you know a custom script that needs to be added in order for that feature to work in a specific way. So, but yeah, please please rewatch the video or test it yourself, and then just let us know, and we'll. I'm happy to follow up with Tom too and find out if, if in fact that is the case. But we'll get to the bottom of it for you.
1:17:48
Okay. All right. Sounds great.
1:17:50
Cool.
1:17:51
Thank you, guys.
1:17:52
Yeah. No problem. David.
1:17:59
Hey. How you doing?
1:18:01
I'm good. How you doing?
1:18:02
Good. I'm new, so excuse me if I'm if I if I point out something that I don't that I should probably know. I'm sorry. I
1:18:13
was I was muted. I I just meant to say that I put on screen. I'm not sure if that's what he was talking about, but Tom, that's on Tom's site, and that's where he has the voice showing up on the individual listing.
1:18:27
Yep, that's what I was talking about right there.
1:18:33
Sorry, David Lloyd, real quick, just to wrap this up. Oh no, I was
1:18:37
I was only just pointing out if you're looking at my screen, I pulled up Tom's website and one of the individual listings that he has that shows what Pierre is talking about regarding where he has the voice. Oh
1:18:52
God! Okay,
1:18:54
so that's what's on. That's what I have on screen. I I can turn it off. I'll wait my turn. Okay.
1:18:59
No, I I I see what you're showing right there. No, I appreciate that, Lloyd. Yeah, I don't think that that's custom. I'm I'm my best guess is that that's just how voice shows up.
1:19:12
Okay. All right. No worries.
1:19:13
We'll we'll we'll figure it out.
1:19:15
I'll test and see. All right. Sorry about that, David. Cool.
1:19:18
Oh yeah, yeah. That was interesting. I was. I'd like that one day.
1:19:24
Yeah. Thanks, guys. Go ahead, David.
1:19:26
Yeah. Like I said, I'm brand new, so I'm. I'm still getting things put together. I have a couple questions. I. I set up like my own. My own marketing agency as one of the businesses on the directory, and when I got the whole email flow, the links they didn't work. They they're not taking me to the right website or something. I can show you as an example of what it does.
1:19:48
Yeah.
1:19:50
Let me share. Got multiple screens here. You see?
1:20:06
Yep, I can see your screen. All right.
1:20:09
So if I go to, I think it was, for example, this one. Because it says this is your details page. It just takes me here.
1:20:19
Okay, and hang on one sec. Let me try and pull it up on my side. What is it? It's a around our lakes detail page. Okay. Oh, it looks like might just be because your I don't think your website's working at all. Well, I mean,
1:21:01
it it is.
1:21:04
Oh,
1:21:04
come over.
1:21:05
Okay,
1:21:06
it is working.
1:21:08
So www works, but without www, does it work? No, it doesn't. Okay, so that's probably what's causing the issue. So what you need
1:21:21
to do is. So I was actually having an issue with getting the domain set up, and your team we gave your team access to my HostGator account and everything, and they they set it up and it was working. Apparently, they needed to do some sort of like forwarding or redirecting, and it it still seems just yeah. So I can
1:21:40
see the www version works, but the non www version does not work. So it sounds what it looks like to me is because it's not forwarding correctly. That's why that that link is dead. So what needs to happen is you need to set up. Excuse me, you need to set up a forward from. the non-www version to go to the www version.
1:22:10
Yeah, I think that's what they had already set up, but maybe I'm maybe I need to work with the team a little bit closer. Is there a very short term? Is there a short term fix?
1:22:22
Yeah, if you go to so like open that link in your browser.
1:22:27
Yeah,
1:22:28
right, and then in the URL just type www before that. Right. Oh, you've got an extra character in there. There you go, and then hit enter, and the page loads just fine. So that's that's why that's the issue. So,
1:22:48
is there a way that I can fix this in the system to where it sends the www version of the link rather than the non www version?
1:22:56
I don't think so. Not that I know of.
1:23:03
Okay,
1:23:05
I think the easy fix is just get that get that redirect added in there inside HostGator. Yeah. Okay. Who who were you working with on this?
1:23:16
Well, I was trying to do both teams. HostGator said you can't read. I can't redirect something that I'm not personally hosting through the HostGator hosting. It says that's something that you guys that that have to work with you guys for because you guys are handling the hosting. Hmm. So so I gave you guys access to all my stuff, and then you they gave me an email and said it was all good. So I'll just get back with them through that email thread and see see what's what. Yeah,
1:23:44
I would. Yeah, if you've got a ticket with us, I would just get back with them and just let them know it's not fixed.
1:23:49
Okay.
1:23:49
Yep.
1:23:50
Okay. Then I had another question: Is is this part right here editable? Like whether or not like what color these are.
1:23:59
The social links. Good question. Just double check over hover color. Oh. So it might be. Let's see. So, if you go to branding and content inside high level inside SDAI, so there are several color options here. This is badge text. Button styling. It might be the button styling.
1:25:12
I I got all the colors. I don't have. Oh, you got all your colors
1:25:15
customized there. Okay, never mind. Yeah, I I'm not sure. Rachika, do you know? Can we customize the color of the social icons?
1:25:25
No, Jason. Okay, he cannot. I believe. Yep.
1:25:31
Okay, and I think my last question is: I thought I set this up right. I walked through the steps with the video that y'all have, and I felt really good that I got it all done. But then when I added a business, this is what's showing up. I thought I was supposed to add like Google, Google, Google Business Profile images and the reviews and everything from there, but I don't see where that's popping up.
1:25:57
So you're talking about the the map itself not showing. Yeah, there was
1:26:01
there was three APIs that you brought in from Google. Yeah, cloud. There was a. Yeah,
1:26:07
there's a recent change, and we may need you to submit a ticket on this because I know Ruchika was saying that they're having issues with the Google Maps API with the recent C name change that we did. what I would do is submit a ticket to her and let's have her look at it because I believe Rachika, correct? There's several people that are having that issue.
1:26:36
Not several, but a few definitely. Yes.
1:26:39
Yeah. Okay.
1:26:41
Okay.
1:26:41
So yeah, David, if you could just submit a ticket on that, that way we can get that sorted. Like I said, I think it's we we think it's related to the C name, the new C name record, and it's not happening to everybody, but there are a couple of people where that's happening, where the Google APIs are just not working correctly.
1:26:59
Okay. There was a few more things. There were. Oh, go ahead.
1:27:03
Sorry, sorry, drop. David, can you try like removing the restriction for the APIs and then check if that is working for you or not?
1:27:15
Like remove all all restrictions.
1:27:18
Yes, just remove the restriction and then try. If that is working, then that means it is definitely something that we need to fix on the CNN IP. Yeah, yeah, because that is restricted specifically for like your oh yeah the instructions when they pop up it has like yeah yes
1:27:36
IP address and stuff yeah okay I'll I'll try that see if it works, and then I had a few other things, but it was it's not stuff I took detailed notes about. There's like as you're creating a profile or you're like you're claiming a business when you're interacting with the different the different forms and such, the the interactions like as you like confirming that you did actually complete something, or you're trying to log in, like the notifications and like the the actions afterwards, like the thank you or or note or whatnot, it really seemed kind of like nothing was happening, even though something did. Because when I'm going to go check my email, there was like notification saying, "Hey, you signed up for an account or whatever, but from the actual like creating an account spot, the UI it seems a little doesn't give the feedback.
1:28:34
Okay, so even after submission, you're not getting there's no thank you page, is what you're you're saying.
1:28:40
Correct, or even just like a notification standing. Like, I would imagine I would leave that form and see something else, so that I wouldn't feel like I still need to press, like submit, submit kind of thing.
1:28:53
And this is after getting a business.
1:28:57
Well, it was creating a profile for like a person to then claim a business, like all throughout that whole process, it kind of seemed the same throughout. It it was the the UI going through that and didn't really give the feedback that I had completed anything.
1:29:15
Okay, did did you happen to film it? Did you happen no, but
1:29:18
no, but I'll try again. I'll try again. I'll do it again from like for like a different business or something, and I'll I'll try it again because yeah, essentially it was like I had to like go to the business. I get I get create the account and go to my email check to see if I got an email because it wasn't notifying me. It wasn't like letting me in from the from the from the creating a profile standpoint, and then when we could check the email, then it clicked the link to send me to the what to the business or the website to like log in, but it wasn't. It wouldn't go to the website because I have that domain www issue, so I had to just go to the page and go to log in. They log in. the the the password didn't work, so I had to re. Reset the password. Reset that version of the password did work, and then once I log, once I got in to claim the business, then I had the UI didn't show me that I actually claimed the business where I could start editing. I had to go back to my email, open up. So it was it was definitely a bit of a process. So yeah, I'll record it. Okay, and yeah, let's
1:30:22
let's first get your get your domain resolved because that could solve some of those issues. So let's get the domain working first, and then yeah, if you don't mind just shooting a quick Loom video or something that walks through that process, and then you could send it in to the team. I'm happy to look at it. I know they will be too, and you could send it in between now and next Tuesday, or if you want to wait until next Tuesday when we have this meeting again and share share it, then I'm happy to look at it, and then yeah, we can we can take a look and see if there's anything that can be improved upon, and we can maybe create those notifications or give at least some sort of a visual cue that something was happening. But yeah, it's it's hard to not know exactly what step in the process that you're pointing out. But yeah, let's let's get your domain for it fixed first, and then I'm happy to take a look at it for sure.
1:31:15
Great, thank you very much.
1:31:17
Of course. Anything else?
1:31:20
I'm good right now. Thank you. Cool.
1:31:23
That's it.
1:31:24
All right. Arlene.
1:31:30
Hello. Thank you. Now I'm having issues uploading contacts. I seem to keep getting an error. I feel like I'm following the process. It worked once, and then it is not working for others. So I'm not quite sure what to do. Can I share my screen?
1:31:50
Of course.
1:31:51
Okey doke. One moment, please. Excuse me. Right. Let me see if I can go. Okay. So, can you see? One second. You
1:32:24
can just close that box. You can actually hit the X. It won't. It won't take you out of.
1:32:28
All right.
1:32:29
Oh. Oh, it shouldn't have done that. There we go. Yeah. Now it's working. There you go.
1:32:39
Okay. So here is my my list. Yeah, I'm just creating my own list so that it matches the UK in my area, and I I download it, and then I go to my smart directory to upload it. But each time I do, I keep getting error, and then when I go to contacts, they're not all uploaded. Just one, one set that I uploaded seems to have uploaded. Oh look, actually, some some are coming through, some are not, and I'm not quite sure to do.
1:33:27
So let's see. You're on the bulk actions tab right now. Can you go ahead and just refresh your screen? I think we must be on a different tab than you because doesn't look like anything's happening.
1:33:56
So when I go here, all right, okay. So those two came through. Oh, there we go.
1:34:02
There we go. Yep. Now we can see it. Okay. So you got 10 contacts. Okay. Yep.
1:34:07
But I did like this one. I did a Mexican list of restaurants, and nothing came through. So I'm just not sure what I'm doing wrong. Yeah. Go ahead and
1:34:19
click on the bulk actions. Okay. So it shows the import as complete.
1:34:25
This is the Mexican
1:34:32
one. Okay, so there are three contexts and three errors. I'm not sure what was causing the error. Can we look at your spreadsheet?
1:34:46
Yeah.
1:34:49
Okay, so here's your sheet. Okay, well that's that's the reason right there. So in the email and the phone field, you can see one listing. Just says via website. Then there's one entry in there that actually has an email address, and then the third entry does not have an email. And then same in the phone, we've got what the very top entry doesn't have a phone number. Second entry has a phone number plus maybe a website, and then a phone number plus that's up, which I'm not sure what that is, but that's what's causing the errors,
1:35:26
right? Okay, so
1:35:29
that needs to be just the phone number.
1:35:32
Okay, so if there is no phone number, will it still work, or does there have to be an email or a phone number?
1:35:40
Yeah, you really you need an email or a phone number in order to create a an entry inside high level a contact.
1:35:48
Right. Okay. Alrighty. If I can quite easily go and change that. the The other question that I think Rishika. Rishika may have answered this already, but yesterday I deleted the contacts because there was, you know, it was mostly for the US, and I just didn't want people in the UK to be confused. But after doing that, I thought, you know what? Actually, it would have been good to keep the demo contacts just so that I could use them as a reference for other parts of the directory that I'm building. So this is where I'm I'm up to at the moment. I was just starting with bakeries, so I got that there, but the the other things like blogs, premiums, and events and things, I just thought, oh, it would have been good if I still had the demo data so that I can just refer back to that when I want to create those parts. But it seems that's not possible. So yeah, I didn't think about that. Rachika,
1:37:02
can can we not? Can she not add that back in? Can't we just?
1:37:09
Um, Jason, is that for the sample data?
1:37:12
Yes.
1:37:14
Yeah, we can not actually. Once it's deleted, like we cannot.
1:37:19
Oh, we we can't. Oh shoot! Oh, I thought we had maybe a a sheet on on the sample data that we could just add back in. Okay.
1:37:29
Darn.
1:37:30
Yeah, I I later realized from watching a video today, what I could have done was just remove the tags, and that would have removed the directory, but I didn't realize that at the time, which was frustrating. So, so yeah, right. Is there any other workaround so that, or is there a reference site that I could see that the admin area so that I can just refer to that when I'm building the other areas.
1:38:03
Oh,
1:38:06
not admin area, but you can. So here is here's a preview link to our demo one that you can look at. You won't you won't be able to see the the admin side of it, but you can see you can see like what a premium listing looks like. You can see there's a blog in there. Yeah, there are a couple blog posts in there, so you can see kind of how what those look like.
1:38:50
Yeah, that that would still be helpful.
1:38:53
Yeah, I just dropped that in the chat for you.
1:38:57
Oh, oh, is that sorry? I didn't see it. Radio. Okay, I'll I'll use that. I'm I'm just trying to think. Is there any other workaround where I can see the admin side? Because it's useful to see what it looks like on the front, but then when I go to set it up on the back,
1:39:18
yeah,
1:39:19
useful to see what that would look like,
1:39:24
Rachika, if she reinstalls her snapshot, actually, I don't think it's going to work. Yeah, because I don't think it's part of the snapshot. Actually, yeah, it's not part of the part of the app.
1:39:36
It's a part of that. Maybe she created a new sub account.
1:39:41
Yeah, if you created a new sub account and then reinstalled, and then installed SDAI into that sub account, but yeah, there's no other way because that she's right. Yeah, it's tied to the app itself. So once it's deleted, it's deleted.
1:39:59
Right. Okay, so I have my smart directory under your sub account, but I do have a separate GHL sub account where I have three accounts, rather where I have three sub accounts, so I could install it there in one of those. Yeah,
1:40:20
correct. Yes,
1:40:22
right. Right. Okay. And how would I do that? Is it the snapshot? And
1:40:28
no, because you're not you're not going to actually run anything out of it, so you don't need the snapshot. The snapshot's just like your automations, your email templates, that sort of thing. So you're you're not going to need that. You just need, like we were just talking about those those the demo listings and the settings for all those, which is all part of the app. So it's really just install the app. That's all you need to do is just install SDAI into that sub account.
1:40:55
Okay, and how do I install it into that sub account?
1:40:59
Just go to the app store inside the sub account. So if you go under, was it called app marketplace inside the sub account, and then you just search for I think it's just SDAI, right? SDAI.
1:41:14
I'm just sorry, Jason. I shared I shared the link as well. Oh, okay, cool.
1:41:20
There you go.
1:41:20
Yep.
1:41:21
Yep.
1:41:23
Radio. So Rachika,
1:41:24
just put the link in the chat for you.
1:41:27
Well, excuse me. Sneezing there. Radio. One minute, please. I'll just click that. Make sure I can. All right. So I see in store app, so click here. All right.
1:41:45
Yeah, that'll give you the instructions on how to do it.
1:41:48
Got it. Radio. Okay. Let me find where I'm at. Right. Okay. I'll do that, and hopefully I can have that reference. I just yeah. I think I was just a bit too trigger Habi with deleting everything, then I thought, damn! Now I don't have a reference of how to do anything else. Yeah, give that
1:42:07
a shot. See if that doesn't work for you. If you have any trouble, just let us know. You know, and if you want to just try it right now while we're still on the call, go get go ahead and give it a shot. And then if you're having trouble, just raise your hand again. We'll circle back around to you.
1:42:21
Radio. Yeah, I'll do that. Thank you very much.
1:42:23
Yeah, no problem. Right here, you you didn't have a another question, did you? I think you the hand was still up from the last time.
1:42:34
No, I didn't have any more questions.
1:42:36
Okay, cool, awesome. Yep, that's what I thought. Alex, what's happening, man?
1:42:42
Hey, Jason. Jason, how are you?
1:42:44
I'm doing good. How you doing?
1:42:45
Busy day, right?
1:42:47
What's that?
1:42:48
It's a busy day today.
1:42:50
Yeah, it's been a busy day. Yeah. All
1:42:51
right. Yeah, I need to help. I need you to help me clarify something to share the screen here. Let's go with this screen. There you go. Share. Okay, I'm gonna go here. See it soon.
1:43:20
Okay. Got
1:43:22
it.
1:43:23
So my business model is different from most people here. Basically, I never send any email to ask someone to claim their, you know, their their profile. I simply send them the link of the site, and they go on either a new AI video business or what used to be login slash forward slash register. But today, I just got rid of the register, and the reason is, I think a lot of my members are registered only; they are not like on the free plan, let's say, or on the pay plan. So, I want you to help me understand this here between submissions and consumers, because. a lot of times I see the new customers; they're just listed here, and first of all, some are claim like one, and some are zero. Can you tell me what makes them just be a zero? Does that mean that they got on the site and they registered, or they got on the site and started being a AI video business, but didn't finish the? Process. If I click, let's say here, this is like a typical, you know, someone who just put a name, you know, maybe an email, but that's about it. It's just like an empty, basically an empty profile. So I'm. I want to do eventually. What I want to do is I want to reach out to those who, you know, only have an empty consumer profile, and also I want to reach out to the the ones who had submissions. Right now, I have zero submissions, but I continuously get new consumers.
1:45:50
Okay. Yeah, I'm. I'm. I mean, I think on the consumer side, it could be people that do own video. Video studios, or or that are filmmakers, or it could just be people that are interested in filmmakers that don't actually do it themselves, and so that's what could be what the zero is. The zero the zero could also be an individual who is a filmmaker but just hasn't had time to fill out their profile or create, you know, fully create the profile.
1:46:28
Yeah, I think that's mostly the case. Yeah, they just, they just, I don't know what the process is. Well, what is it they do exactly? If if it's a zero, it means it's unclaimed, correct?
1:46:42
Right. Yes. But I think it's also that they haven't they haven't actually created because you even though they create it, you still have to. I think you still have to approve
1:47:00
it. Yes. Exactly. When. when, but oftentimes there's no business to approve. It's like they're just consumers.
1:47:12
Yeah,
1:47:13
yeah. I get new business requests, and those people have fill out the form, and I. I I see it. I see that they you know they fill out the form and I can approve them. But right now, a lot of them are just. I just assumed that's because they were just registered. That's all they did. I'm not sure.
1:47:37
Yeah, which I said, like I said, it could just be that they are, maybe they're just people that are interested in
1:47:46
it.
1:47:47
You know, like that they're not actually they they're not actual filmmakers. Maybe they're just interested in, like, I don't know, being a part of the community of filmmakers.
1:48:00
Yeah, like here, here for example, Yang Willem, he's a premium guy. He's he's got a premium listing, but still here, he's a consumers also. So the details of his business are not under consumers, right? They're under business,
1:48:19
right?
1:48:22
So. so what I need to do basically is trying to get back to.
1:48:34
So,
1:48:35
whenever whenever someone has a zero here, does that mean they have not a business yet. They haven't filled out the form, the business form. I guess that's what it means.
1:48:48
I'm Jason. Yeah, that's my best guess.
1:48:52
I'm Jason.
1:48:54
Yeah.
1:48:55
Yeah. So the number zero and the other numbers that depicts like how many businesses they have claimed or created, and you can always check that under followed business when you are opening the consumer profile. Let's say for the first one, if you edit that, uh huh, yeah. So if you go to the followed business, that's the second option. Yeah, so you will see the claimed business over here. That's probably from my side. What did you say about the claim?
1:49:30
It's not claim, right? It's approved. Yeah, it's it's approved. Yeah,
1:49:35
yeah, means they tried to claim and you approved.
1:49:38
Okay, so that's that's the reason why I get a
1:49:42
one.
1:49:43
Yes, exactly. One one
1:49:44
claim business. Okay.
1:49:46
Yes, and if they are claiming like more number of businesses, so you'll be able to see all the businesses that that one particular consumer has claimed.
1:49:54
Right. So here, there's no. Business follow business. There's nothing. There's no email. Just on. I don't know what to do with them. I just. I don't know if they have. So for sure, if it's like that, that means they don't have a business side. They don't have the second the second pairing, the the other the business side of the registering or the
1:50:28
listing,
1:50:29
the listing.
1:50:31
Yes, if it shows zero, and that means they just registered on the website. They didn't create a business or they didn't claim any business.
1:50:40
Like Francisco Lima, let me just double check here. There's there's no followed business, is there? So so there's nothing here. If I go to contacts and I do Francisco. That's all I see.
1:51:06
Yeah, he's the consumer. The tag is consumer.
1:51:09
Yeah, but also get consumer for those who have completed the process, and I have approved. They have both consumer and a separate profile with. business, correct. So, if I want to reach out to those who have nothing but just registered, let's say, how can I tag them in a different way than those who are just using the free, the free, the free plan. I want to tag them. Is there a way? I mean, I have to do it manually, maybe.
1:51:49
Yes, yes.
1:51:54
Yeah, I'm just a little confused here. Why people just get on the site, and all they do is register. They don't add any business, nothing, and it's just clogging my my database base basically with nothing. So you're gonna have to do something,
1:52:20
but they're not showing up as blank listings, right, Alex?
1:52:25
Ah, good question. Let's say these
1:52:26
are just consumers.
1:52:29
Well, let's say I take random one here, Roni, Raha. Okay. So if I take Roni and I go to the directory with Roni here. He's not showing, but so yeah, he's not exactly
1:52:57
consumers are not a part of the yeah right. It's just that they are getting some login information, and they can anytime log into their profile. And then, if they want to claim any business, they can always do
1:53:10
that. Yeah, yeah, yeah. Okay. So the good news is that today I got rid of the register option. So if they want to do anything, they had to complete this this form here. So okay,
1:53:26
but one more thing, Alex, Jason, correct me if I'm wrong, because we need the register form to claim the listings. Because when they are following the process to claim any listing, and for example, you sent you sent any email with a claim listing link, so they have to register first, and then they'll be able to claim that. You remember the process,
1:53:52
even if they fill out this form.
1:53:55
No, because for example, you edit someone from your end, and then you are sending the emails. Like this is your link to claim the listing because we already added your business, so they have to register it first. Yes.
1:54:10
Yeah, but what if I don't do that anymore? I just send them this this form, and they have to fill it out themselves. So,
1:54:18
so that is for the new business or the consumer, but for example, for example, we are sending you the leads, right? 100 leads. So you added that to your GoHa level account. You added all those leads as a business listing. Now you'll be adding them to the free listing outreach automation. So that automation, yes, that automation will send them the link, claim the listing. Now from there they need to register first, and then their listing will also claim it.
1:54:47
Okay. Well, I never do that anyway. It's not part of my business model. I never.
1:54:52
Okay. So you're not sending the. No, I never you
1:54:55
know send code leads like that. No. So
1:54:58
okay.
1:54:59
I let. Come to the side myself. The the basically it's through more mostly outreach myself and social media and things like that. They they come they come to the website and they register. Not they register, but they create a program. At least for now. At least
1:55:18
you can try. Yeah.
1:55:19
Okay. I will try that for a while. See how it goes. Okay, great. Still wondering in terms of reaching out, reaching out to these people, the best way to those who just registered say, hey, you know, you can create a, you can create a full-fledged free profile. If I want to bulk send them that email, I would have to send them also this form, even though they're registered, right? This would work, right? I send them the link to this form, and they fill it out, even though they're registered already. Which which email also would they have to input?
1:56:10
Yeah, I kind of don't think that's the best route because they've already filled this out once, right? They just didn't put their business. Oh no, not
1:56:18
necessarily. They just let's say they just registered.
1:56:21
Oh yeah, yes, Jason Alex. Okay. So if they are logged in on your website, so they'll not able they'll they'll not see the personal email field. So they'll only see the business email field because they are already logged in on your directory website.
1:56:40
Well, what what if they're not logged in, and I want them to then they
1:56:44
they'll see the yeah then they will see both the fields for the personal email address and for the business email address.
1:56:52
So I can send them send them this form, right?
1:56:56
Yes, you can, and you can also tell them that they need to log in first and then open this link. Oh,
1:57:03
do they need to log in first?
1:57:05
Yeah, because only in that way they'll they'll only see the form, which only ask about the business information, and not ask them to fill in the personal email address again.
1:57:17
Oh, okay. So, well, yeah. So they would have to go back in their emails and look for the the the password and their login email address.
1:57:31
Yes, because otherwise, maybe if they are using any different email address, then the email that they use for the register already, then it will be like to another new consumer.
1:57:45
Yeah. So you'll not
1:57:46
know if they created the business or not. Yeah.
1:57:50
Okay. Okay. Interesting. You know, I was looking at so so just noticed today that some companies they come on the directory and they send kind of spammy emails to the members, and you know they go on on on profiles and they they get their their public emails and they send them spam. So I was thinking one solution from in my particular case would be to and actually I would I would have more control if I did that. I would use my emails, my own emails, in their profile, so if ever someone from the outside wants to contact them, it would have to go through me through my email system. So I would use the Plus system, you know, and multiply all the various emails that way, because you know more and more people are going to get a lot of solicitation emails and spammy emails, and I don't want my members to be you know victim of that. So. So when it comes to asking them their emails, I guess what I would do eventually is this manually. I don't know if I could automate that, but create an email with their core ID and and an email that would end up in my inbox, and then if someone let's say and that's the point of this set, if someone is looking for a a creator to employ or to consider for employment, then I would contact that person personally. And that would be just basically be a guardrail against all the spammy emails. It's just I wanted to share that with you if you think that's workable, or is there another solution to avoid all the the spams, spammy emails?
2:00:20
Yeah, I I don't know if there is at this moment, but that does bring up a good point, Alex. And what I would do, I would probably put this on the canny board is an option to add a form to a listing. So if somebody's interested in that business, they could fill out that form, and then that form would be automatically attached to the email address associated with that profile, and that way, the email address doesn't need to be public, but the form captures interest,
2:00:54
and then would auto send a notification to the email address on files. That makes sense.
2:01:00
Yeah, I see. That's that's being done in on other websites, actually. Yeah,
2:01:06
yeah. So I think that's probably going to be a little bit of an undertaking on our end, but I think that that,
2:01:15
yeah,
2:01:15
in my mind, that's the most logical long term solution because to have you manually manage something like that, or another bit, or another, or anybody else that's running one of these directories, that's not that's not a long term solution, and there are a lot of different types of businesses. Some businesses don't care, and they're they're happy to have their email be public. But there are certain types of businesses that prefer to not have their yeah, especially here.
2:01:52
Yeah,
2:01:54
yeah.
2:01:54
You know when when you have like multiple Cannes Festival award winning creator, you know, with an agent and stuff, you know, it's like little tricky. It's a little touchy. You don't want to publicly, you know, showcase their their personal email, their emails, even business emails. They could get flooded with with a lot of things. Yeah, I'm sure there's a way to automate that at one point, though. You know, if they drop their email, all there needs to to be done is just a transformation of that email or something. Maybe Claude could do. I don't know.
2:02:41
Yeah. Yeah,
2:02:44
something to think about.
2:02:47
Yeah, I'm not sure what the best solution is on that, honestly.
2:02:52
Okay.
2:02:54
Well, for the time being, I can. We can do this manually.
2:02:59
Yeah, you can hide it. You can do it manually. Yeah.
2:03:01
Yeah. Can can I can I hide the emails the email on the profiles? Is that possible?
2:03:10
Well, you just hide it from the plan, right?
2:03:14
Oh yeah, yeah, right. Yeah yeah okay.
2:03:18
Yep.
2:03:18
Oh yeah. Maybe that's what I'll do,
2:03:22
and then that won't show up publicly.
2:03:26
Yeah, it's probably, and then I would have a message if you want to contact, you know, contact us or something like that. Maybe somehow, somewhere, in the copy here, maybe at the top, not here, but it could be. I guess on the front page, maybe.
2:03:46
Yep.
2:03:48
Oh yeah. Okay, that's what I'll do. Okay. Last question: Does does the app update automatically, or yes, do I need to do something? Okay, no,
2:04:03
no, it it updates automatically.
2:04:05
Okay, and not not the snapshots, right?
2:04:09
No, not the snapshot.
2:04:11
Okay, snapshots. I go to where to sites or no,
2:04:15
no, no. You go to the agency level. Remember? You go to eight. Yep. So you'll get the link, then you'll go to the agency level, you'll import it, and then you'll add it to the sub account.
2:04:26
Can you give me a link video explaining that? Because I don't have time to do that now. But is there a link to that video?
2:04:33
There is. See if I can pull it up here. It's inside the help area. Okay. Let me see if I can find it real quick. Snapshot.
2:04:49
And and those the snapshot affects only the automation pipelines or the automation emails and stuff like that.
2:04:58
Exactly. Yep.
2:04:59
I'm not using the the the preset the preset emails. I'm not using those. I'm really like I've created my whole bunch of emails, so I don't know. That's going to be then. It's
2:05:14
probably not worth. It's probably not worth you importing it.
2:05:17
Yeah.
2:05:18
There's really nothing there. Yeah.
2:05:20
Yeah. Yeah. Okay.
2:05:24
Yeah, because you've already got your automation set up. You've got custom emails going out. Yeah, that's unique to your business. I wouldn't even worry about it. I did drop the link just in case. Oh, thank you. In the chat, but yeah, I don't think you need to worry about it.
2:05:38
Okay. All right. That's it for now. Thank you, Jason. Awesome, no problem, Alex. Okay.
2:05:47
All right, Lloyd.
2:05:51
Hey, Jason, how are you?
2:05:53
I'm good. I'm good.
2:05:55
Quick slide before I jump into this. Last month, you did a deep dive on conversation AI over an AI control room, yeah. And you said you were going to do a follow up, but I I don't see it. Have you did you have you already done the follow up for July, or did I miss? No,
2:06:18
no, no, no. So I'm scheduled. My regular schedule time is the last Thursday of every month.
2:06:25
Okay.
2:06:26
So let's see. So next week.
2:06:30
Next, I
2:06:30
believe. Yes, I don't think it's. Let me just double check. Oh, actually, no. It's showing that I am doing it this Thursday.
2:06:42
Oh, okay, all right, yeah. Because that was really good. I'm looking forward to it.
2:06:46
Yeah, usually. So, looks like I am scheduled for this Thursday. So,
2:06:51
and what time again is that?
2:06:53
That is, was it 3p.m Eastern? I think.
2:06:57
Okay. All right. Great. Thanks. Thanks a lot. Yeah. No problem. I'll be. quick because I know you have a lot of folks waiting and it's it's late. So this might seem you know kind of silly, but I could change my plan, you know, with the instructions that Tom has been given to just be annual plans. But for some reason, on my free basic, you know, no no cost plan, the monthly keeps showing. So I have here, you know, the annual, and I want to take out. So I want to only show annual, but you know, whenever you click the get listed, the monthly shows. Even though there is no monthly, I'm just trying to do annual now. What do I need to do? How do I fix that? Let me
2:07:50
see if I can figure it out. I thought I did this one time before. Active. That's monthly. On your free plan, do you have a monthly price?
2:08:41
No, it's.
2:08:53
See. Okay. Yeah. There's nothing there.
2:08:59
So this is. Yeah. So this is the monthly. It's not, you know, it doesn't show anything.
2:09:24
I could have sworn there was a way that we could do that. How did we do that for monthly,
2:09:35
annual? Let's
2:09:40
see.
2:09:42
Hey Jason, just to validate that you're not crazy, there is a way to do it. I don't remember how I did it, but there is a way.
2:09:49
Yeah, I know. I I know there is. I just don't remember. God, Richie. Do you remember how to do it? How to get the the listing so it's not showing up under annual, or I'm sorry, the plan so it's not showing up under annual.
2:10:08
No, under monthly.
2:10:10
Oh, I'm sorry, under monthly. Yeah, under monthly.
2:10:12
We don't have to put anything over there.
2:10:19
I don't think she's here anymore.
2:10:21
Can you hear me?
2:10:26
You were kind of low.
2:10:28
What's that, Lois? She
2:10:29
was kind of low. She said, "Can you hear me?
2:10:31
Oh, I couldn't hear. Yeah, it was kind of low. Oh, there we go. Yeah, barely. Yeah, I can. I can kind of hear you.
2:10:39
Okay, so I said, like, you need to put all the monthly to zero for each plan.
2:10:46
I think I did do that. So, yes, it is zero for each plan. First
2:10:56
one is 29 First
2:10:58
one. Oh, that one. That's not active. That put
2:11:02
that to zero. I think that is causing the problem.
2:11:57
Yep, that was it. Okay, got it. Great. Thank you. Thank you much. Awesome. So the my next question, and there may not be an answer for this, but is there an easy way to add descriptions? You know, when when we bring in new new listings, rather than just because part of of my offering is is for the the free listing to kind of look complete. The whole point is to you know sell them to the premium as well as go in and point out things that aren't working. So I want to give them something that's that's you know looks pretty full compared to all the directories that are out there from chambers of commerce,s government agencies, and whatever else. So I wanted to have like a basic description or something. So is there a quick and easy way to add a bunch of descriptions rather than going through one by one, running an AI prompt for that business, getting a description, copying and pasting in. Is there is there a quicker way than doing that
2:13:06
in bulk? You mean
2:13:07
yes, and whether it's in in bulk or you know some sort of system, yes.
2:13:20
Let me think here. I wonder. Just checking something. I'm wondering if I could do it through. Through a CSV upload, seeing if that field shows up here in high level business description. It does. Okay, yeah. So you could. You'd have to, you know, there's probably no way to do it. Like, if you're using AI to write the descriptions, there's no way to. There's like that's not built into our tool, so that you would still have to go through each one and and you know generate it with AI. But then you could put it into a column in your spreadsheet called business description, and then if you had the business name and the first name field, and then either an email address or a phone number, then you could re-upload that spreadsheet, and it would just match it to the ones that are existing in there, and it would bulk upload all the descriptions. Does that make sense?
2:14:43
Okay. And it wouldn't it wouldn't replace any information. It would just match the name. Yeah. So there's
2:14:51
there's a couple of different ways. When you go to contacts and you go to upload, you can either there's there's an option that it gives you that says either create a new contact. Or update and create contact. That's the option you'll select, because then what that does is then based on all the entries in the spreadsheet, it will look to match, and then it'll just update. And because the only field, like you'll you'll have to have a couple of fields that are the same, right? You'll have to have the business name, and then I would choose either the phone or the email. That way, it knows that it's looking at the correct listing. And so, basically, if it exists in the spreadsheet and it exists in high level, it'll go, okay, I don't need to create a new one for this business. Is there anything that needs to be updated? Oh, business description that's empty. Go ahead and update just that for this business, so
2:15:42
that would be here.
2:15:43
Yep. So if you go to next, click next in the bottom right there, and then see right there that option, create an update. That's what you want to make sure you have selected.
2:15:55
I see. Okay, and and on a similar vein, Dorn had posted a prompt to get a bunch of of events for your directory from you know different types of entities around, and I ran it and was pretty good. It's like I got like 138 or 132 events for the next 90 days. Is there a a way to upload that into the directory in a bulk sort of way, or because it's not associated with any one person's any one company's listing? You know, it's just events in the community, from chamber of commerce's to farmers markets to you know, you know, different types of for networking events.
2:16:57
Yeah, I don't think that we've got anything like that.
2:17:00
Okay.
2:17:06
Okay.
2:17:09
Could you make a another like your own listing? Just call it log listing or you know events listing, and that that would just go into that one and show up.
2:17:32
I see what you're saying. I could I could give that a shot. Create create a new create and claim a new business list and use that for calendars. So maybe maybe call it events for the the the directory name and load everything up there. I can give that a shot.
2:17:55
Yeah,
2:17:56
I can give that a shot. Okay, and then oh, let me go back down to.
2:18:08
So,
2:18:11
when I upload businesses, I uploaded a few. Actually, I think an additional 100, 100 something businesses yesterday, and then I started to go through to add the label tags, and then there was a couple of it started to become you know kind of labor intensive, and I was wondering if there's a better way. So, for example, I had let me just. What was it? Computer. I think it was. So when I when I go through, I look, you know, at the at the category that I uploaded, and I go through and I select a bunch of folks, and I go up here and I add add listing label, and I go through and I add, you know, I can add a a couple of listings, but then when I go through, you know, to grab the GBP image, and I select, all of the selections are gone, and I have to go through the whole process again, of you know, doing the search, selecting an item. Is there? a way where the back button or whatever takes you back to what you left versus taking you all the way back to the beginning? Or is or or going forward as I. And load up new. Is there some way to, you know, put in the the tags and organize? Oh
2:20:07
yeah, you you can put in listing labels inside your spreadsheet.
2:20:12
I can.
2:20:14
Yes. Yes.
2:20:16
Okay. Okay. Yeah,
2:20:18
you you can enter listing labels into a column in the spreadsheet, so that they automatically categorize. Now, like one thing to note on that: if you create a listing label in your spreadsheet, you need to make sure it matches exactly as it appears inside your SDAI, even down to like capitalization, spacing, commas, all that kind of stuff. Like it has to match perfectly, and you can't add like new list. If you create a new listing label that doesn't already exist inside your SDAI site, it won't recognize it and it will not add it. So the listing label has to already exist inside of your SDAI under the listing labels, and and it has to be exactly the same. Like the characters have to match, right? As long as you do that, then it'll work just fine. It'll it'll find it, it'll map it, and it'll match it perfectly.
2:21:18
So it has to be. It has to already exist as a listing label,
2:21:23
correct. And then
2:21:24
I can put it into the spreadsheet. And then what when I map it column? The
2:21:31
column just call it listing label.
2:21:35
But when I upload it, because my first the first step is to load it into contacts, and then you map the fields in contacts. Then you import it into SDAI. You add the business tag, and that's how it shows up in heat in the in SDAI. So, so if if the spreadsheet, if I put a column in the spreadsheet for the listing label, and it matches. How does that get pulled into the contacts, or what mattered to in the contacts when I'm upload when I'm importing the contacts?
2:22:14
Yeah, yeah. There's already a custom field called listing label at the contact level.
2:22:20
Okay, all right. So I'd be able to map it to that.
2:22:23
Exactly. Yep.
2:22:25
Ah. Okay. Okay. All right. And then two quick questions. Sometimes there's no someone has a GVP listing, but they don't have any photos, and and I was wondering if anyone has, when they reach that situation, like went to somebody's Facebook business page, maybe found photos. Is there an easy or quick way to like grab those and use them instead?
2:23:05
You're saying that they're not showing up when you go. No, not
2:23:08
not that they're not showing up. That they do not have. They've got a GBP listing, but they don't have any images in their GBP. So when I when I go and I pull it, you know,
2:23:18
it
2:23:18
the drop down name shows up in GBP, but when I go to images, they don't have any images.
2:23:26
Right. So
2:23:28
I'm thinking, all right. I
2:23:29
would say
2:23:30
social social media. You know, like
2:23:32
Facebook is what I'm asking. Yeah. So yeah, Facebook.
2:23:35
There is no direct import though. That's the problem. So yeah, but you could go to their page, go to their website, try to pull down images that way, but yeah, there is no direct import to any other site that you could auto pull those from.
2:23:48
So I would just go to to Facebook business page, click on an image I like, download it, and then upload it into the
2:23:56
listing. Yeah,
2:23:57
directly into the listing.
2:23:59
Right. Yep.
2:24:00
Okay. All right. And then the final question about Google Search Console: How do I connect Google Search Console to the SDAI?
2:24:17
So what you'll do is Google Search Console. It's just Google Search Console. All they do is they verify that you own the domain. So you go to Google Search Console. You'll set it up. You'll add your domain, and Google will give you usually a text record that you need to add in DNS to verify that you own the domain, that you are the in fact the owner. You'll add that verification TXT record. Once that goes through, then it's just live. There is no like. It's not like Google Analytics where you have to add a like add the the code, the snippet. Right there, there's nothing you need to do. You just verify that you own the domain, and then you can. Submit the the domain to be crawled by Google inside Google Search Console, and then Google will just keep track of all the different pages that are on that domain, and they'll tell you which ones are indexed, which ones aren't, all that good stuff.
2:25:16
Okay, and so as you mentioned, Google Analytics, is there something in the in the help file or knowledge file for SDAI for me to to go through and and follow regarding setting this up for Google Analytics as well?
2:25:34
I don't know if there is Rachika. Is there any instruction on that? If not, it's pretty simple, Lloyd. It's literally just copy the code and drop it onto the custom code section. I believe in the head, the head code inside. So you go to SDA, go to the code section. How many things
2:25:53
can I have in the head code? Because I I have the the voice AI in the head code. Can can it be multiple things?
2:26:01
Yeah, that's fine. Uh huh. Yep.
2:26:03
Okay.
2:26:03
Yeah, that's my point, Jason.
2:26:06
For GA four for Google Analytics.
2:26:11
We have a separate place for Google Analytics.
2:26:13
Oh, we do. Oh, I didn't know that. Okay. Where is where is our place for GA four?
2:26:19
Yeah, it's under settings, and then you go to integrations, and then we have a section for Google Analytics measurement ID. Oh,
2:26:28
okay. Setting. And G,
2:26:32
while we are on this, I have a news for the AI agent to be visible on the right side.
2:26:40
Oh, you do okay.
2:26:42
Yes, so I just checked with Cameron, and he guided me about this. So, can you share your screen, or maybe if yeah, I think you can share your screen.
2:26:53
Let's see here. I'm gonna actually, I'm gonna have to wrap it up, guys. I completely forgot. I'm late for another meeting, but actually, Rachika, do you mind just taking over? I know we've got some a few other questions here. I'm sorry, guys. I didn't realize it was so late. I've got another meeting that I'm late for. Thanks, Jason. Yeah, I'm. I apologize, Rachika. Can you take over the meeting? Do you mind?
2:27:20
Yep. Sure.
2:27:21
Okay. Cool. Awesome. Thank you, guys. Yes, I will, Bobby. Yeah, I will. Don't worry. I'll I'll reach back out to you. Just give me about an hour or so, okay, Bobby?
2:27:31
No problem.
2:27:32
Okay. Thank you, guys. Sorry, I'm jetting out so quick. We'll see you guys next next Tuesday.
2:27:48
All right. Can you hear me?
2:27:52
Yes, we can hear you.
2:27:54
Okay, perfect. All right. So, are we going with the next question, or you do you want to go?
2:28:00
Well, you're going to show the you're going to show where to place the the voice AI.
2:28:07
Yes, absolutely. Okay, so let me share my screen and I'll quickly show you.
2:28:20
All right.
2:28:52
Can you see, and then
2:28:58
yes, we can see your screen.
2:29:00
All right, perfect. So first of all, you need to go to the sites, and you're going to create a chat widget. And this is on the instructional guide that we have. And you create a VoIP AI chat widget here, and you are going to select your agent from here. Any of these, and these are these agents are inside of the Voice AI, so that is one part about setting up your chat widget. And this is on the instruction guide, so I'll share the link for the instruction guide. So what happened after that? So for example, I already created this chat widget for Voice AI. What you need to do is go to the business listing. So, for example, I want to put it here, and go to the custom code. Instead of putting that code inside of the header code or body code, put that inside of the embed code here, and it will make this appear over here. I just added this. I was testing this one.
2:30:05
Cool. Quick question, though: When if someone upgrades to premium, isn't that the same spot where the additional photos would go?
2:30:16
Exactly. Yes, down here.
2:30:19
So, oh, the additional photos will go beneath it.
2:30:22
Yeah, it will adjust.
2:30:24
Great. Okay. Cool. Thank you.
2:30:26
Yep. No problem. And one more thing: while you're doing that, you need to make sure. All right. Make sure you make sure you're not selecting the sticky one. You need to select embedded or inline, and make sure you're selecting visualizer over here instead of avatar.
2:30:45
Oh, cool! And then
2:30:47
you will get a code from here. This copy it from here and then put it inside of the embed embedded code, and that's it.
2:30:56
Thank you.
2:30:57
Perfect. No problem. All right, so we have Stephanie on the list. Oh, I'm sorry, Lloyd. Do you have any more questions? No, that's
2:31:13
just for me. I'm fine. Thank you. You guys have been very helpful.
2:31:18
Thank you. All right, Stephanie. Can you share your question?
2:31:23
Yeah, I just was gonna kind of update. I was looking at the second find. All
2:31:35
right. I can't hear you really good.
2:31:39
Can you hear me better?
2:31:41
Yes. I can see your screen as well.
2:31:44
Correct. I was just looking at these these outreach flows again. Some more kind of how you were saying it. One of the reasons to leave the contacts in the original outreach listing is so they get down to towards the bottom where they get the claim your listing email. Well, in the in that one, it still has the language of, hey, yeah, we haven't heard from you yet. So I was thinking,
2:32:09
yeah, since there's already
2:32:11
a a new workflow for customers that have responded, I was thinking maybe we could just just an option because they have their different ways they responded. How it's already set up, but I was thinking after hey, thanks for responding. We could wait two days, send a claimer listing email to these people separately. That's more in the hey, thanks for already giving us your information. Now you're listening to live, and then it pushes them out to premium after that. So
2:32:44
this this one is like generic for all the customers, but if you want to customize it, definitely you can add an action over there after they reply. Maybe you can send them a separate email with this personalization.
2:33:00
What is the thought for? other updates. Anybody else wanting to do it? Just the the verbiage just doesn't make sense to me for someone who's already responded to them to have an email saying, "Hey, we haven't heard from you yet. Here's your listing. Hey, I was like, that just seems confusing to me.
2:33:19
Yeah, definitely. But as I said, like these are like for all the customers we have. We have right. So maybe if if you want the personalization, and maybe the other customer doesn't want that. So yeah, definitely you can do the do the edits to the automation.
2:33:36
Okay.
2:33:37
Thanks for your time.
2:33:38
Yeah. No problem. All right. We have Karlin on the list.
2:33:46
Hi. Right. So, can I share my screen, please?
2:33:51
Yeah. Sure.
2:33:53
Alrighty. So, entire screen. Let me know when you can see it.
2:34:13
I can see your screen.
2:34:16
Right. Okay. Can you still see it, or has it gone?
2:34:21
Yes, I can see the Google Meet tab.
2:34:29
Right, one second.
2:34:32
Show my screen.
2:34:36
You can go to the tab. We can see your screen.
2:34:39
Oh, you can. Right. Okay, I can't see it here, Radio. Okay, so I'm in the process of doing the install, and I I think it has installed, but I don't know where to find it here, and I can't see the contacts here.
2:34:56
I cannot see the other screen. I can only see the Google Meet.
2:35:03
Right. Okay. Let me stop sharing and share again. Okay, so this is the sub account that I've installed it in, but I can't see any contacts. But where would I see it? Where would I see the
2:35:49
app with the contacts? I see. You mean the business listings?
2:35:54
No. Where would I see the smart directory app?
2:35:59
Did you install the app?
2:36:03
Yeah, I went through this process here, and I selected three. And then can you
2:36:12
can you move the Google Meet screen? Maybe just hit on cross. Okay, can you click on three dots. No, you just need to click on cross. Yes.
2:36:35
Oops.
2:36:38
Yeah. Can we go back to the
2:36:39
tab? Yeah.
2:36:41
Yeah. So. so I'm going to stop sharing and share because when I click on the cross, it seems to stop sharing. But when you install the app, just like we see at the bottom when it's in your sub account, I'm not sure where we would see it in my own sub account in my own GHL.
2:37:10
It should be paying for you, like on the left menu at the bottom. Can you go to your GoHellevel account?
2:37:21
Can you write? Okay, so here's my GoHigh account.
2:37:25
Yeah.
2:37:27
So these are old contacts, and I was just trying to see if the new contacts were there. So I type business, which is the tag. So they're not will
2:37:36
not filter from here. You need to. Can you remove this one, the one that you typed. Yes, and then you'll go to the filters, which is on the left side. Yes, and then on I think if you scroll down, you'll see tag somewhere, or you can type in on top. Yes, and hidden tag tag is, and then you will add business over here.
2:38:09
So it doesn't exist. So it seems as though
2:38:13
I'm not sure. Did you install the app and did you load the snapshot?
2:38:21
So I'm not sure what I've done. I was following the instructions that came before this screen here.
2:38:29
Okay, but let's scroll down. Can you go back to the app screen, the other screen which you just opened? Yes, and if you scroll down to the bottom, do you see anything for install? Can you scroll up and click on three dots? Because I see, I think you already installed. I'm not sure. Can you scroll to the top and you hit on three dots? Yes. Can you hit on uninstall and let's reinstall this? Yep, uninstall. All right, let's go to your Go High Level account again. And you go to the app marketplace from the left. Yes, and then you will switch this to sub account view. Yes, and then you will search for the smart directory here. Yeah, that's the one. You need to just click on this one, the name. Yeah, perfect. And hit on install here.
2:39:59
Right. Okay, let me just go back one sub account view. Sorry, smart. Oh, there
2:40:12
it is.
2:40:14
Pre install
2:40:16
and install.
2:40:20
How do I select which account to install it in?
2:40:24
It will be auto installed in this sub account only because you're you have selected the sub account. It's just we want this to be a sub account view. You're already inside of a sub account.
2:40:36
Okay. If I want to choose another sub account to install it in, how do I do that?
2:40:41
You just click on this one, yeah, and then you go to the sub account, yep, and then you, yep, right, correct. And if you scroll down, you'll see the install option. You see, it should be on the right bottom. You need to move the screen. Yeah. All right. Just click on free, and then hit on confirm. Yep.
2:41:30
So it did all of this before. Once it is installed, where where do I see it?
2:41:37
It'll automatically come on that left menu, on towards the bottom. Yeah. Yes.
2:41:44
Right. It will automatically show here, and then once it's here, do I also need a license key, or is it now installed?
2:41:53
Yes, you need a license key because it's in your account. So just send us a ticket, and we will send you a license key.
2:42:02
Right. Okay. Because I'm just using this as a reference so that I can see the admin area for the dummy data when I. Okay. So, do I still need a license key for that?
2:42:13
Yes. Yeah.
2:42:14
Yeah. Righty. Okay. So I need to wait for it to show up here. There's nothing else that I need to do.
2:42:20
Can you go back to the screen? I think it's already installed. Can you go back to the screen? All right. I think it's loading. Once it's done, just refresh your screen, and it'll it'll appear over there.
2:42:34
It'll appear down
2:42:35
here. Yes, exactly.
2:42:37
Got it. And there's nothing else that I need to do to get it to appear correctly.
2:42:43
Radio. Okay. Alrighty. I'll just wait. To that seemed to have happened last time, but it didn't show down here. So I thought maybe there's something else that I need. I think you
2:42:55
installed in a different way. I'm not sure the process was same. Yeah, I think the process was different.
2:43:04
Right. Okay. I'll wait for that. Thank you very much.
2:43:07
Right. You're welcome.
2:43:10
I will. Okay,
2:43:11
Austin. Next is your name on the list. Yep.
2:43:17
Yes. Hi, Ruchika. Yeah. Just a quick question, Carleen. Do you mind if I steal screen? Okay, perfect.
2:43:28
Yeah.
2:43:32
So my question is on this module of the homepage, where it cycles through the premium listings, how it's structured is company name and then listing label. But my question is around like my specific directory. There's going to be a lot of companies with multiple listing labels, and so if they have multiple listing labels, it shows like this. Like it shows a little awkward. So I didn't know if there's a way to just get the listing labels next to each other horizontally, or if they have to stack on top of each other with that with that like awkward spacing.
2:44:16
Actually, we don't have any customization on that at the moment, but definitely I think you can put that on a canny board, and I'll submit that to the dev team as well.
2:44:30
Perfect. Okay, so I'm I'm new. How do I do that exactly?
2:44:33
I'll share a link with you. Just give me a quick second.
2:44:36
Okay. Perfect. Thank you.
2:44:38
And whenever you have any idea about improvement, or you are facing any any error? If that is an error, just send us a ticket. And if you feel like this needs to be improved somewhere on the user experience view, then I think you can just directly submit that to the Kenny Booth.
2:44:58
Amazing. Okay, thank you, Ruchika.
2:45:00
No problem, and I'm sharing the link with you.
2:45:03
Okay, great.
2:45:05
And did you check the link which I shared earlier before about how the consumer is going to claim the listing?
2:45:13
No, let me.
2:45:15
You asked the question.
2:45:16
I did. I did. Thank you for following up. Let me double check.
2:45:19
I just shared again.
2:45:28
Perfect. Okay, so we would. So just to sorry, Ruchika, one thing just to clarify. So if we're emailing them and we send them a link and we say, "Hey, go ahead and claim your listing here, that link would be the the button link of claim this business. Like we would copy the URL of that that button link. Is that correct?
2:45:51
Can you show me the button which you're referring to?
2:45:54
Yes. This button right here, claim this business. Like, would we right-click, copy link URL?
2:46:09
No, no, that's not correct. Yeah. Okay. So this guide is instructing you. For example, for example, you are just telling them that this is my directory website, and here is how you can claim any business that you would like to. Okay, but if you have a link, if if their business is already like with you, so what you do, you'll go to your Go High Level account. Can you can you go to the Go High Level account?
2:46:38
Yes.
2:46:42
All right. So if you go to the context from top, no contacts, yeah. And for any business, okay. Can you click on the manage fields? That's okay. Yeah, that's okay.
2:46:55
Oh, sorry.
2:46:57
No problem. All right. If you scroll down and search for the business link. It should be under additional info. No, you need to keep scrolling. Yeah, that's the one. So you need to share this one with them. So this is their listing link directly.
2:47:19
Ah, okay, and then just have them. So I'm I'm currently going through the A2P approval, so I don't have the button here. But then I would just ask them to click the button.
2:47:31
Yep.
2:47:32
Got it. Okay.
2:47:33
The button should appear over here. Why? Why the button is not here?
2:47:39
Um, I thought it was because I turned off all of the toggles to go through A 2p approval.
2:47:45
Okay. Okay, I got it. Yes. I
2:47:48
just assumed that was why.
2:47:50
Yes. Exactly.
2:47:52
Perfect. Okay. Awesome. That um that helps a lot. Thank you, Rachika.
2:47:57
I'm glad. Thank you. All right, Carly. Do do you have any question, or just like your hand is just up?
2:48:06
Yeah, I do have a question. So once I do get the license key, where do I
2:48:15
put? So whenever you click on the Smart Directory AI app, that is going to be the first screen asking you for the license key.
2:48:28
Right. Yeah. Let me just see what. Okay. So it's still saying loading dummy data. Okay. So can
2:48:38
you try refreshing your screen maybe on the bokeh level side,
2:48:42
okay. On the go high level side, all right.
2:48:45
Exactly, yeah. Because it should be installed. I'm not sure if your internet is low or something.
2:48:53
All right, I can show you my screen.
2:49:16
I can see your screen.
2:49:18
Oh, you can already. I can't see. Okay. I couldn't see that you could see it. Sorry, that's what I was trying to say.
2:49:26
No problem.
2:49:27
Radio. Okay, is this there?
2:49:29
It's there. Yeah.
2:49:35
So I've just clicked on it here.
2:49:38
I think it's loading.
2:49:39
Here it says loading data. So I think yeah,
2:49:41
it it happens sometime. I think this is maybe you have a lot of tabs open due to that.
2:49:47
I do, yeah, yeah. All right, so
2:49:52
here is the screen.
2:49:54
So I put the key there and agree and verify. Alrighty, that's great. Thank you so much.
2:50:00
You're welcome.
2:50:02
I just have to wait for right. True.
2:50:04
Okay. All right. We have Rehima. Is that how you pronounce it? Um, Rehema, can you hear me?
2:50:19
Yes. I apologize. I didn't have the mic on. Sorry.
2:50:23
That's okay.
2:50:23
Thank you so much for being here today. And I have just a really simple, quick question, very fast. I
2:50:30
think
2:50:30
I'm the only one that doesn't know how to link my social media to to the to the site, and just for some reason, it's just not turning up, but I can show you what I've done so I can see what I'm doing wrong. Okay.
2:50:47
Okay. No problem. Go
2:50:48
in. Let me go in. I'm sorry. Oh, I have to share the screen.
2:50:53
Yes.
2:50:55
Presentation story. Okay. Let me get to the right place. I'm in there. Oh wait, where do we go? What is she? Um. Oh, wait. Let me go here. I'm trying to figure out which page to show you. Come on. It's it's slow. Sorry, slow. Okay, I think this is the one. So I'm just down here, and I hit my.
2:51:38
Um, I can see your screen.
2:51:41
I I'm trying to hit links and and um when I when I go down to the social media link, I don't I can't I don't know I think maybe you're not able to
2:51:56
add the link.
2:51:58
Yeah, I'm not able to to link.
2:52:01
Okay,
2:52:02
link
2:52:02
is. in here. Is it going to the? Yeah, please go ahead.
2:52:09
I'm sorry. No, just go ahead. You were you were going to tell me what to do to get those to open up when they hit them, and also it doesn't open up when people hit the email, and I don't know what I'm or how to link that. I don't know how to open it when people hit it. Like, okay,
2:52:28
let's fix your social media icons first.
2:52:31
Okay, I
2:52:32
think email is not clickable at the moment.
2:52:36
What's not need to add to remove it? It's better to remove it then, right?
2:52:44
Um, sorry, I did hear that.
2:52:47
You said so. In that case, I should remove the email.
2:52:54
Let me check if that is clickable. I'm. I think I'm missing something. Let's fix your social media, and then we can figure out for the email. Yeah. So you need to go to your Google.
2:53:08
Yeah. Okay, I'm going there. Let me get out. How do I switch the screen over to that? I guess. I guess I need to get out of that. I think we wanted to
2:53:20
share the entire screen.
2:53:22
This no problem. Oh, there. Okay. So I'm all right. So now I see. Okay. Now I need to link that screen. Oh boy. How do I link that one? Present something else. Oh, very cool. Elena, be here. Isn't it working? I think
2:54:05
you were on the right tab, but then you moved to the. I
2:54:09
accidentally moved the tab. Okay.
2:54:17
I think it's loading.
2:54:19
Yes. Okay. I'm very slow. I don't know why it's like this. Super slow. Sorry.
2:54:36
No problem. No problem. All right. So you need to go to Smart Directory AI and. The streaming mode, and we will go to the branding after that.
2:55:08
Okay,
2:55:09
yeah, branding from top. You will go to the content. Yeah, if you scroll down, you'll see the social media link. I don't know. You need to scroll down. Yeah, right. Okay, you need to put your social media links. You also do I do the
2:55:46
see? That's what I thought I did, and I'm like, well, why can't I open
2:55:49
it? Is it because it
2:55:51
needs to be like the the website address? I mean, that is the website address, right?
2:55:56
Yes, exactly. Can you show me your website really quick.
2:56:04
Okay, you know what? I think I I just made a mistake there. I see what I might have done. I didn't have the complete Facebook address, but let me see if it opens now. That'll be great. It did, and then Instagram tab. So that's all it needs to be there, and then it should work.
2:56:21
Yes,
2:56:21
need to save this, huh? Have to save it.
2:56:25
No, it it's auto saved. As long as you click outside, so it'll auto save. So now,
2:56:30
what should I do? Can can I test it? Go over to Facebook and try it, or just try to hit the link.
2:56:42
You can go to your website and just share the link.
2:56:48
Oh, oh! Now I gotta move the page again.
2:56:55
Hold on. Uh, what is your website here?
2:56:58
It's just I am on Chrome. Do you think I should be using Edge or something? I have Edge. I don't know why it's just no. That's
2:57:09
totally fine. That's totally fine. What is the website you are in for the directory website?
2:57:20
Which directory? Go high level. I mean, what is your? Is that what you asked?
2:57:25
No, no, no. I mean, what is your website URL? The website link
2:57:37
for my directory.
2:57:40
Yes. Is that what
2:57:41
you're asking? It's it's Tampa Bay thrive.com Do you want me to send you the link? Put it in here. No,
2:57:49
that's okay. No, that's okay. I can pull. Yeah, I think it's working on my end.
2:58:18
Really, and it opened up as a business.
2:58:21
Yes.
2:58:22
Okay. Maybe it needs time because I guess I seem to have some kind of lag or delay. I'm doing the same thing. I hit the tab on the website for Tampa Bay Thrive for Facebook, and it just doesn't. It takes me to the wrong one. It just doesn't work. Yeah. So maybe it takes time to you are
2:58:42
adding the correct link, and because for me it is taking me to the Facebook page.
2:58:48
It is and it is open.
2:58:53
No, no error page. It is taking me to the correct Instagram, and LinkedIn is also working fine.
2:59:01
Oh wow, that's so neat! It always works on everybody else. That's nice, anyway. Okay, that's super cool. Thank you. I I'll just try it again. You're welcome.
2:59:15
And for the email address, yeah, I was saying like for the email address that is not clickable at the moment on the footer. Okay,
2:59:24
I'm glad you told me because I'd be trying to figure that out next. All right, so I can just
2:59:31
I'll
2:59:32
just leave it there and they can still see it. So okay, well, super. Thank you very much. Thank you. Okay,
2:59:39
you're welcome.
2:59:40
Happy day, everybody! Thank you. Okay,
2:59:47
we have 10. Okay, no problem. Tim, you're next on the list, I believe. Yeah.
3:00:11
Hello, hello. First off, I'll say that that link was working for me too on on the Tampa Bay Thrive Facebook was one perfect.
3:00:22
Thank you.
3:00:23
Sure thing. So, and I just stick with that email question. She had a straight up email set up, and they were recommending a third level domain like this for it to say mail dot Stanford, can you help me set that up? And can you have both? You know, if I had just Tim at Stanford ct.us instead of the dot the mail dot Stanford. Yes,
3:00:55
absolutely. So so that is what Go High Level says. Even if you are verifying your subdomain with the system, so it allows you to use the main domain as well.
3:01:08
But that doesn't work inside the app for the lead connector. I was that's what's been confusing for me.
3:01:17
It does. So how it works, like for example, you verified this inside of the system, inside of the lead connector. So it allows you to use join us at Stanford ct.us as the email address as well.
3:01:38
So why would you set up the the mail dot address.
3:01:43
mail.we use, for example, people start putting your emails into the spam spam. Maybe they are marking that as a spam, so it doesn't harm your main main domain reputation. And you can always change your sub domain if its reputation goes down, right? But you cannot change your main domain because you already have your main website set up. You already shared that with your customers, so that is why we recommend that you use a subdomain just to protect the reputation of your domains.
3:02:15
So if I go and because I hadn't set that one up, this is a new kind of directory for me. If I'm in here, in the the Stanford domain, how do I set both of those up?
3:02:35
You don't have to set up for both. Can you go to your Go High Level account?
3:02:39
Sure.
3:02:46
Right here.
3:02:46
Yeah. If you go to the settings from the left bottom.
3:02:51
Down here.
3:02:51
Yes. Yep. And then you'll go to the email services from the left again. Ah,
3:03:01
this
3:03:02
one. Yes. perfect. All right, so you will just simply close this one. Yeah. So for now, you see this is the dummy domain which Lead Connector provides, right? It it provides the same for all the customers. So what you need to do is click on dedicated domain. Yes. Yep. And you will put a domain here. Yes, correct. And then you will put your subdomain over here, just because we are trying to maintain the reputation of main domain, perfect. And you will hit on add and verify. All right. So wait, wait, wait, wait. That's okay. So is that on GoDaddy or Namecheap?
3:04:03
Namecheap.
3:04:05
All right. I'm not sure if it is going to add that automatically, and I think we'll, I think we'll have to add that manually. Yeah, let it process once. All right. So it didn't add automatically. So what you need to do, you will you will need to copy each and put their inside of the all
3:04:28
all of these.
3:04:29
Yes, exactly. Yes,
3:04:31
inside the namecheap DNS records. Inside the email section or mail settings section, or is this
3:04:41
no? Not necessarily. You will just scroll up and you will hit on Add New Record.
3:04:48
All right, let me go back there.
3:04:50
Can you scroll up? Yeah, you see Add New Record. Yeah, right there in the red. Yep.
3:04:58
This one. You
3:04:58
will hit on this. You will select. The TXT record. If you scroll down, yeah, that that one. Yeah, correct. And you will go back to the cohellen
3:05:11
And so there's two TXTs. I have to do both. I have to do all of them.
3:05:17
Yeah, all of them, one by one. Yes.
3:05:20
Okay.
3:05:22
Then after you add all of those records here, you will just hit on verify, and it will verify your records inside of GoHadeable.
3:05:36
And then required value, and add them all. All right, I'm not going to do that for everybody while everybody's watching. But so that's the first one, and then I have to do that for every other one in that list.
3:05:52
Right, absolutely. Yeah, and after you hit on verify record, it will take you to the another screen where it will show you all the records, and it will show you one for D mark at the very bottom. So you need to add that again manually, okay? Because that record is not listed here. So make sure that you're adding that.
3:06:16
Say that again. Add the D mark.
3:06:18
Yes, because that record is not listed here. It shows that record on the next screen. So make sure that you pick and add that record, and then you verify it again.
3:06:30
Okay, and that's all for the mail dot Stanford
3:06:35
absolutely
3:06:36
address. Where do I? Where will the regular if I? I had Tim at Stanford without the mail, where would that mail go?
3:06:49
You you mean the inbound email? If someone sent you an email,
3:06:54
correct.
3:06:55
So do you have a separate inbox for that?
3:06:59
No, I I haven't set up that. That's my question. If I have the join us set up, how do I set up more emails and then one that's more direct? How the Go
3:07:17
High Level works? It doesn't provide you a separate inbox, so whenever someone replies to you, it directly goes to the conversation part that we have inside of Gohaleve. So it doesn't give you a separate inbox,
3:07:33
right?
3:07:34
Yeah.
3:07:37
Okay.
3:07:41
So, do you want to see the conversation path?
3:07:46
Yeah.
3:07:49
I mean, yeah. Okay. Yeah. Sure. Of course. Okay. I think you can close this one, and you can always put it back here, just like how I I showed you, yeah.
3:08:02
Okay.
3:08:03
Yeah, perfect. Let's do it, and then you will hit on go back. Yeah, you see conversations right under dashboard. Yeah, all your replies or whatever any email or the SMS that you're sending to your customers that will come over here. That will be listed here.
3:08:27
So even the even the Tim even the Tim at the main domain, or are you talking about the mail dot Stanford?
3:08:37
I'm mainly talking about mail dot because if you want that to happen, then you'll need to verify that as well.
3:08:47
And do I verify that the same way, putting all those records in there?
3:08:52
Yes. Yes.
3:08:55
Okay.
3:08:57
Yeah.
3:08:58
All right. I would suggest
3:08:59
that you create maybe a separate inbox for your main domain,
3:09:05
and where would I maybe
3:09:06
you? I think you maybe signed up for any email. So you're it's with Namecheap, right?
3:09:15
Yeah.
3:09:16
Okay, just give me a quick second. So get email
3:09:19
on Namecheap.
3:09:20
Yeah. let me check
3:09:26
over here instead of a private email.
3:09:29
Where yes, so it'll give you a kind of inbox because Goha Level is not giving you a separate inbox. So everything is going under the conversation. Yep, either you can sign up with Google Workspace, or you can use Namecheaps, email inbox. Yeah, it it totally depends on you.
3:09:52
Okay, and then and can I set it up just to forward to a a Gmail or something? That single domain.
3:10:04
You want to forward that to a separate Gmail address? Yeah,
3:10:07
correct.
3:10:07
You can you can add forwarding from the inbox directly.
3:10:11
Yeah. Okay.
3:10:12
Yeah.
3:10:13
Maybe maybe I'll do that. No problem.
3:10:18
I think you can always submit a certificate.
3:10:20
Yeah. All right. I'll go back and and finish off that melting. Just two more points. The the menu that we were working with. If I go back down, just to show, was it on the list for features to be able to import export the menu option? I talked about it the last two times. Just didn't know if that's should I put that into the feature request?
3:11:01
You can yes. yes,
3:11:04
because I brought it. But how exactly
3:11:05
do you want that?
3:11:06
Because if because I have this is one town, and then I have the next town over, and it seems like the the biggest issue in building out these are customizing the menus, and that's you know what I'm trying to copy, you know. So when I when I customize these customize these menus, they get pretty detailed, and then I want to copy that menu into the next town over, so if I'm looking at, let me just do this. So you know you have dining bakeries, and and this is the default one, right? And if I go back and let's just. Open up the other one. This is my first one, and I've you know I've customized this and have a lot of different services and everything in here. I've spent hours and hours on this. If I could, you know, clone this or or save it, download it, and then upload it to the next town, that would make me very happy.
3:12:34
Yes, but it comes with the listing labels from the backend, so I'm not sure how technically it's gonna work, but definitely you can put this on the candy board so that team can. Yeah,
3:12:47
because I I do see here the listing listing labels have an upload CSV, but the whole you know building out the menu is is if I share this right way, yeah,
3:13:02
that's me. So the
3:13:03
listing labels has an upload CSV. If the menu had the upload with the ranking or how do you call it? How they
3:13:15
are? Yeah, categories and subcategories.
3:13:17
Yeah, how they're divided up and and everything that would be great because that takes a lot of time to customize that menu. Yeah,
3:13:29
I think you can put that on the candy board.
3:13:31
Okay, I'll do that. For sure. That's it for now. Thank you very much. Thanks for staying late. Appreciate
3:13:39
it. You're welcome. Welcome. All right, we have Carlin. Like, do you have any question?
3:13:50
Yes. So earlier, I was trying to set up my domain. What I'll do is I'll share my screen and show you because it seems to be stuck on the screen, and I'm not quite sure what to do, so I will just share my screen. And thank you so much for your help with setting up that instance. I got my license key like almost straight away, so I've been able to set it up. So thank you so much. So can you see this screen
3:14:22
here? Yes. Yes.
3:14:23
Right. So it's it's all right. Okay. Domain is not connected. Please reconnect domain. Right. So I'm not quite sure if I'm doing something wrong here.
3:14:39
So did you add the DNS records already?
3:14:43
Oh, so I thought it was doing that for me. So I need to add this, these two things. The
3:14:51
first one. First of all, you will try for the first one. You see, right under DNS configuration, the first. Table, yes. So you will add the C name from here. If it still doesn't connect your domain, or maybe for some reason your hosting provider is not allowing you to add this for the host at, then you will add these two down there.
3:15:19
Right. Okay. So, as it said, I needed to connect, reconnect. Does that mean that my host is probably not doing it? So, I need to do these two things.
3:15:29
Yes, you you need to add. So, did you add the first one, the C name at Did you know this one?
3:15:37
I didn't. You need to add
3:15:38
this one first.
3:15:39
Got it. Because it said loading, I thought it was doing that because I know GHL does do this for you. So I thought that's what was happening. So I need to.
3:15:49
It'll yeah. It'll keep on saying loading, and in the meantime, it is waiting for you to add the record to your hosting account.
3:15:58
Got it. Okay. So add this, and then add this one redirect. No, if
3:16:04
add the first one first, if that still doesn't work, if that still doesn't connect your domain, then you will try for the other option on the. Yes, exactly.
3:16:16
Okay, then that's great. Thank you very much.
3:16:19
No problem. Problem. All right, Rehema. Yes.
3:16:26
Yes, Rashika. One last question. I was following up with what Tim was doing with the adding the email, and and I didn't realize that I was supposed to. I think I skipped that stuff accidentally, but I'm I'm gonna go back and and set up the email in the way that's that's recommended. But I
3:16:47
okay,
3:16:49
I remember having trouble in GoDaddy with putting a C name into that directory with Smart Usually
3:16:56
yes so Go yeah so GoDaddy is not allowing you to put key name for ad. So in that case, you will follow the other other box that that Karlin was showing on the screen.
3:17:10
Okay, and that and that box is on. I'll see that box that she had. I'll see that same box as well because I I didn't quite think of that. It'll be there. We have
3:17:22
this updated our instructional guide as well that I can share with you here.
3:17:28
Oh yes, please. Yes. Okay. Thank you. That's all.
3:17:33
No problem. Thank you. So the first one is to connect your domain for emails, and the second link which I shared. This is for to connect the domain for the directory website.
3:17:44
Okay, thank you. I don't. Oh, there it is. That's perfect. Yep. Thank you so much.
3:17:51
All right. No problem.
3:17:53
Don't raise it. I need to take a screenshot or something. Okay. Thank you.
3:17:59
Perfect. All right. So we are going to wrap this up over here, and we'll see you, everybody, like next week, same time.
3:18:09
Okay. Thanks so much. We really appreciate this. Thank you.
3:18:12
You're welcome. Have a nice day, everyone.