Question 1

AutoRequests - How do I send people requests to complete a testimonial

Accepted Answer

Newsflash! Your customers aren't sitting around waiting to leave your business a review! While DirectoryTestimonial makes it easy to capture the testimonial, you still need to get them to your form. You of course can always create an email template inside your directory or site to send out when the time is right. But what if you could automate those requests inside DirectoryTestimonial?

Now you can! Automatically generate new testimonials on any platform by sending your customers review requests at the right time, and in the right way.

With DirectoryTestimonial you can generate testimonials on autopilot by sending automated review requests via email & SMS. Choose from our high converting, niche-based email & SMS templates or create your own.

PROCESS OVERVIEW

1. Import Your Contacts

Bring your customers into DirectoryTestimonial and manage them with our lightweight CRM. You can Import via CSV upload or integrations. Add custom attributes to track dynamic properties or events and sync with your other CRM or marketing software.

2. Edit Your Message Using Our Full-featured email & SMS message editor

Choose from a range of high-converting, niche-based message templates or build your own. Our powerful editor enables you to customize messages to your brand and insert dynamic customer data.

3. Monitor your campaign performance and test alternatives

AutoRequests includes a simple dashboard for viewing campaign data, including open & click rates and new reviews. Keep an eye on high-performing campaigns and tweak messaging to see what works best.

STEP BY STEP GUIDE

** Note - Pre-Start Requirement** - Later on in the AutoRequest Setup you will be selecting a form you have already setup, so be sure you have done that first HERE.

1. Add Settings - From the main menu find AutoRequests in the Collect section. Click here to openhttps://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/pqS9YvuVii/AutoRequests%20MEnu.png (AutoRequests MEnu (1).png)

Begin by selecting the "Setup" button to open the settings menu.https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/oTgxlRygUj/AutoRequests%20Setup.png (AutoRequests Setup (1).png)

Contact Settings - The Contact Settings allow you to set the timing for when you request a testimonial from each contact by setting the frequency to once a month, once every 3 months, once every 6 months, or once every year. Most will set this as once a year. This means that once a contact leaves a campaign, they won't be contacted within another campaign for at least 365 days. You of course can manually adding them to a campaign and if you do, this setting will be overridden at that point.
Property Settings - Enter the Sender (From) name and email address (Reply-to address) you want for your emails.
Custom Email - You have the ability to send from your own domain vs the standard send address. To set this up, click the "Use a custom email address" checkbox, add your email, and click the save and verify address button. You will be sent an email to the designated email from Amazon Web Services with the subject "Email Address Verification Request in region US East (N. Virginia)". Please click the link in that email to verify your address for sending. While not required, in order to ensure the best deliverability, we also recommend you setup the DKIM/SPF records in your domain DNS settings. You will be provided with 3 CNAME and 1 txt record to add to your DNS settings. You can click the easy copy button for each item. Setup for these items are included in the script install service if that was purchased. You can also purchase separately if required HERE. Once your DNS records have been updated you can click refresh to see the current verification status. Once updated the items will show green as active.

2. Configure your campaigns

Add New Campaign - From the main Auto Requests page click the "Campaigns" button and then click "+ Add Campaign" on the far right.
Choose Your Objective - For now the only Objective Option is for Collecting business testimonials or reviews. These are campaigns designed to collect business testimonials within DirectoryTestimonial or reviews on external platforms such as Google, Facebook and more. So for now just click the next button. Soon you will be able to have a new objective for Collecting product reviews. These will be campaigns and review forms designed specifically for e-commerce product reviews.
Add Campaign Name - This can be anything from a list you are using, a tag category, or sending month, whatever you want based on your campaign settings. Don't worry you can come back and edit this later, so feel free to be generic at first till you get a system setup.
Choose Request Type - You have three options for making your testimonial requests. You can select email, SMS or a combination of both.
Select Form and Tag Responses - Select a review form to send your contacts to. You will have a list from all of your forms, so pick one for this campaign. (You can View the form to verify in case you did not name them good enough to determine the right one.) You can also add tags to the responses from this campaign to differentiate or filter the testimonials later on. You can use Month, Group, Event, etc.
Set Your Sending Schedule - Unless you are a fireman, no one like random alarm bells in the middle of the night, so we allow fine tuning your email and SMS messaging time lines. We allow you to pick:
- During Office Hours
- Daytimes including weekends
- Anytime or
- A Custom Schedule

If you Choose a custom schedule you will be able to select a per day time schedule when you want the requests to go out. And of course, this all would all be lost if we assumed you were on the East Coast of the US so we allow you to pick your time zone to make the times applicable to you. Or by narrowing the time lines you can make it applicable to multiple zones.

Add Campaign Contacts - DirectoryTesimonial allows you to an almost limitless fine tuning of your contacts to send a campaign to. You can add AND as well as OR prameters to filter out your contacts to send the campaign. The system will dynamically let you know how many will enter the campaign. You can see an example below that looks for contacts that have the name of Ryan that have been with you more than 30 days or anyone who have not left a comment in the last year. You can see there are 0 in my list who meet that filter set so will want to choose alternate options. If you do not add any rules it will automatically add everyone in your contact list.
Select a message sequence template - While you can certainly add your own content from scratch, we also provide a complete set of message and SMS templates for some of the most common testimonials needs including
- General Testimonials
- General Reviews
- Guided Testimonials
- Local Business Reviews
- Local Tradesperson Reviews
- Restaurant Reviews
- And more Coming Soon
Edit Messages - After selecting the desired message chain, the messages will be populated which will then allow you to edit, duplicate, remove or add additional messages.
Add Follow-ups - Soon you can set automated messages that can be triggered once a testimonial is received. Example use cases:
- Sending a thank you message to customers.
- Asking customers to share their review to external platforms (Google, Facebook etc), based on your review form settings.
- Sending a reward to customers for their review (independent of their rating).
Save and Go Live - Once you are all set or ready to save your work, click Save or Go Live.
Status Check- Status Can be checked back on the main AutoRequest page. Any Campaigns saved but not live will say draft. If they are active it will say live. To Go Live or pause campaigns, simply click the campaign name and edit the status at the bottom of the page.

Question 2

Can we determine which pdf templates can be accessed by certain membership levels?

Accepted Answer

Yes, our Member Dashboard Customizer lets you create elements which can be loaded onto the dashboard for specific membership levels and in a specific location of the page. The customizer is accessed from within the admin plugin dashboard after the solution is installed. More details can be found in your guide tab inside the plugin installation.

Question 3

Do the DirectoryPopup forms provide integrations with e-marketing platforms?

Accepted Answer

Yes, we provide direct integrations with over 30 popular e-marketing platforms, including MailChimp, ActiveCampaign, HubSpot, Platformly, GetResponse, and many others. Also we provide integration with Zapier, which offers further integration with more than 2000 apps. See below for complete integrations available. Currently the integration is a manual process by the site admin, so to connect a new integration, we will currently need to set that up for you upon request. Please email support@directorytoolkit.com with your desired connection account and access credentials so that we can set the integration for you.

CRM Integration List

DirectoryPopup Integrations

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/0AK84i2zKr/integrations.png (integrations avilable in the DirectoryPopup application)

ActiveCampaign
ActiveTrail
Alore CRM
AWeber
CampaignMonitor
CompanyHub
ConstantContact
Gist (former ConvertFox)
ConvertKit
Customer.io
Drift
Drip
Freshmail
GetResponse
HubSpot
Infusionsoft
Integrately
JetWebinar
Klaviyo
MadMimi
MailChimp
MailerLite
MailUp
Mailvio
Moosend
Platform.ly
Remarkety
SendinBlue
Sendlane
SendPulse
Sendy
Zapier

Two-way CRM synchronization

We also provide two-way CRM synchronization. When a visitor provides his email address via a DirectoryPopup form that has been integrated with an e-marketing platform (like MailChimp, for example), the form will pull custom fields data you already know about this person from the integrated platform, letting you create personalized offers, address the visitor by name, etc.

Question 4

Does DirectoryImport come with the Google/Yelp image import?

Accepted Answer

No, this is a separate service called DirectoryPhotos that integrates with the listing creator but is a separate service.

Question 5

For DirectoryBadge plugin, can we add badges to an entire membership level?

Accepted Answer

Yes you can add badges for an entire membership level.

Question 6

How do I create a client invoicing/project account?

Accepted Answer

As a Client, you can always pay Invoices, view and print Invoices, Estimates and Proposals with the link provided, without needing to sign up for an account.

A Client account is useful for primary Clients, where you can save, view and comment on your Invoices, Estimates and Proposals, as well as collaborate on any Projects you've been invited to. You can also use your Client account to save your payment information safely, making it easy to pay future Invoices.

If you create your own Invoice, Estimate, Project or add a new Business, your account will upgrade to a full FreshBooks account instead.

Create a Client Account

To create your Client Account (for primary clients only), use the below steps:

Open the Invoice, Estimate, or Proposal that you received, and view it online
Click on either:https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/CHrPb07gnc/CreateClientAccount.png (CreateClientAccount.png)
- Link and button on Invoice to create client account.
- The Save this Invoice/Estimate/Proposal button
The Log in to view all invoices/estimates/proposals link
Create a password in the pop-up
Click on the Save this Invoice/Estimate/Proposal button
You'll then be taken to your newly created Client account.

If you received an email inviting you to a Project instead, click on the button inside the email. You'll then be asked to create a password and fill out a little bit information about yourself. Your Client account will then be created.

Note: If you're looking to close your client account, you'll need to create an Invoice, Estimate, or Project first. This will convert your Client Account into a regular FreshBooks account. From there, you can cancel with the steps here. Keep in mind that you'll lose access to all your saved Invoices, Estimates, Proposals, and Project discussions once you cancel.

Question 7

How do I embed content from DirectoryKnowledgbase into my own website or app?

Accepted Answer

You can easily embed content from DirectoryKnowledgebase into your existing website, app, product or online service with just a few lines of code.

Begin by going to the Share section and then select Embed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/xxINhPdITl/Menu%20-%20Share.png (Menu - Share.png)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/rzAsJaXdF4/Embed.png (Embed (2).png)

We offer the following type of embeds:

Floating Widget (with button and draw options) - this option floats a button or drawer “pre-expand” over your site, application, product or service - when clicked a content panel opens up
Overlay / Pop Up - this opens an overlay / popup over whatever the user is currently seeing - it’s triggered by a link you can place wherever you want in your site, application, product or service
Inline - pull content directly into the same pages/screens your users are seeing with this option - use blend mode for a truly seamless experience!

We also offer a fourth option which can be useful in some circumstances:

Redirect - this option creates an automatic redirect which will replace the page the embed is fired from with a DirectoryKnowledgebase hosted page. This is achieved by auto forwarding the user. This option can be useful in certain scenarios, for example if you constrained by only being able to publish via a CMS and want some navigation or pages within your CMS structure to link out to DirectoryKnowledgebase hosted content. Note you will likely want to use URL rules in conjunction with the redirect embed (otherwise the redirect will happen on all pages the embed is present on!).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/woFIogWx4e/Embed%20Options.png (Embed Options.png)

You will be able to select multiple options for embed types.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/0M6LhmbUjf/Embed%20Types.png (Embed Types.png)

In terms of the type of content you can embed options include:

Hosted Hub results - paginated results showing the default filtered FAQs and Workflows as seen on your Hosted Hub homepage
A single FAQ - your choice of FAQ
A single Workflow - your choice of Workflow
Author listing - paginated results showing FAQs from a particular author
Category listing - paginated results showing FAQs within a partiuclar category
Filtered results - paginated results showing FAQs and Workflows filtered by your choice of filter (eg most popular, most recent, most helpful etc)
Search results (contextual) - paginated results showing FAQs and Workflows according to a search query provided via a meta tag on your page
Search results (specified search query) - paginated results showing FAQs and Workflows according to a given search query
Tag listing - paginated results showing FAQs referenced by particular tag

Note that if you just want to embed a single FAQ or Workflow you can also access a quick embed interface via the Library in both the FAQ and Workflow sections. Simply select "Embed" from the menu accessible on the right hand side of the respective published FAQ or Workflow.

You can configure various options around the visual style of your embed. The exact options available depend on the type of embed you have chosen.

When you have finished configuring the content and visual appearance of your embed, DirectoryKnowledgebase will give you the code that can be used to pull your content into your website, app, product or online service.

Question 8

How do I update the plugin?

Accepted Answer

In general you plugin will auto update with the latest code and bug fixes automatically. It is not immediate updates however. To keep the site speed up the source code is cached and the widget code will only load the source from our host via API every 2 days. So you will get any fixes automatically, but only when your 2 day caching expires. You can force the widgets to recache by adding the following (?liveDevmode=1) to the end of your DirectoryImport plugin URL https://ww2.managemydirectory.com/admin/go.php?widget=google-yelp-data-plugin

It just needs to be done once. Shortly we will also have a refresh button in the Configs section.

Question 9

How do I use DirectoryKnowledgebase with my own domain or sub-domain?

Accepted Answer

You can use your own domain or sub-domain with DirectoryKnowledgebase! There is no extra cost for doing this.

To set this up go to the Settings Section then Custom Domains. Enter your custom domain and you will be given instructions on how to verify domain control/ownership and set up your DNS. We can host on SSL too and we'll automatically generate a secure certificate for you. Once again, there is no extra cost for doing this!

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/qH1jSXPw5F/Domain.png (Domain.png)

Once you have set up your custom domain or sub-domain both that and your original subdomain URL will work and serve content. If you don't want the original default domains to work just select the redirect option and any traffic will be redirected.

Question 10

How do we grant access to our Brilliant Directories admin?

Accepted Answer

How-to Video: https://marketing.dubb.com/v/v2ccXy