Question 1

I have a question on my invoice, what do I do?

Accepted Answer

You can send comments and notes back to us directly from any Invoice you received. Just use these steps:

Open the Invoice, Estimate or Proposal
Click on the text bubble at the top of the Invoice, Estimate or Proposal
Type in your comment
Then when you're done, press the Send button. We will receive an email with your comment automatically.

Note: You do not need to create a Client account to see an Invoice, Estimate or Proposal, to print or save as a PDF as long as you have the link.

Question 2

Review Marketing: Tutorial

Accepted Answer

NOTE: Currently Review Marketing must be configured by admin so contact support to provide credentials to connect desired services.

Review Marketing in DirectoryTestimonial enables you to post your most valued testimonials to a variety of social media channels. A scheduling feature allows you to choose the date and time that these are sent.

By using Review Marketing, you are able to extend the potential reach of your best testimonials and get them seen by your different social media audiences.

Quick Start

Click on Review Marketing in your DirectoryTestimonial dashboard sidebar to view the feature. https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/bF4K7SNxCP/Review-Marketing.png (Review-Marketing.png)

On this page, you will see four tabs; 'Queue', 'Setup', 'Social accounts' and 'Schedule'. Each tab opens a new section on the page.

Queue

Here you can see how many posts are currently queued, with each post shown in a list for each social media channel.

You also have two buttons, one that allows you to add existing approved testimonials and another clear the queue (and remove the posts).

Setup

This section enables you to choose the criteria for the testimonials that can be queued and scheduled, and to set the theme for the post. The settings operate in a similar way as for Widgets.

Social accounts

Here you can activate and log in to the social accounts you wish to use in Review Marketing. https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/ICakj9tJ0P/Connected%20Accounts.png (Connected Accounts.png)

Schedule

This enables you to choose a date and time for the testimonials to be posted to the selected social media channels. Each date and time selected is for posting one testimonial. The schedule will repeat each week until you adjust it, or deactivate the social media account(s).https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/GRnS67g2VL/Schedule.png (Schedule (1).png)

Overview

Using the right settings and criteria, you can automate the posting of your testimonials and put them in front of new audiences. This can significantly increase your social proof and help build confidence in your brand.

Step-by-step

A good setup of DirectoryTestimonial's Review Marketing will enable you to post your best testimonials to your most important social media channels. Based on the nature of social media pages and audience expectations, the key here in most cases is to put an on-going process in place, focused on quality over quantity.

Selecting your Best Testimonials: Setup

Aim: your best testimonials are ready to be queued and posted to your selected social media channels

Start by clicking the 'Setup' tab. You should see the 'Testimonials Settings' header.

*Testimonial Settings *

This part of the setup enables you to choose your criteria for which testimonials should be available to post to your social media channels.

*Minimum rating *

Select a rating between 1 and 5 to match the minimum testimonial rating you require. Any testimonials with a rating below this will not be added to the queue.

Maximum quote

characters Choose the maximum characters a testimonial can have to be accepted in the queue.

Show testimonial source (Facebook/Google etc)

The posted testimonial can show the original source. This can be useful to help build trust. You can turn it on or off.

Show DirectoryTestimonial branding

Select whether DirectoryTestimonial branding will show or not. The branding will show that your testimonials are verified by DirectoryTestimonial.

Show recency

Show the date on each posted testimonial when it was created or imported

Theme

Here you can decide on the overall look and format of your posted testimonials.

Select theme

Choose from a selection of testimonial themes designed by the DirectoryTestimonial team. As you view each theme, you will notice layout and font size differences, to enable you to find the best one for your social channels.

General

You can turn Card Layout on or off. When it is activated, it adds a card-style view including rounded corners and shadow.

Colors

In this area, you can select different colors for each part of the testimonial view.

Choosing the right social channels: Social Accounts

Aim: select, log in and give your testimonials access to your chosen social media channels.

This section enables you select your preferred social media channels. There is also the option to connect to Zapier (coming soon), opening up the options beyond those provided by DirectoryTestimonial.

Connected Accounts

Activate each social channel by turning on the toggle on the right-hand side

LinkedIn

When activated, to select this channel click 'Continue with LinkedIn'. This will open an external window or tab that logs in directly to LinkedIn, giving access to DirectoryTestimonial to post your testimonials.

Twitter

Once activated, to select this channel click 'Continue with Twitter'. This will open an external window or tab that logs in directly to Twitter, giving access to DirectoryTestimonial.

Facebook

After activated, clicking 'Continue with Facebook' will open a popup box. In this box, if not already logged in to Facebook, you will be asked to log in.

You will then have the option to 'Continue as ...'. To ensure Facebook has the correct access: - click 'Continue as ...'

select the page or pages you want to use
click 'Next'
ensure all permissions are set to 'Yes'
click 'Done'

Instagram (coming soon)

When activated, you will be able to log in to Instagram and post your selected testimonials there. This feature is coming soon.

Zapier (coming soon)

When activated, you will be able to log in to your Zapier account and link to other services through Zapier. This feature is coming soon.

Note: Once you have completed the above steps to activate and give DirectoryTestimonial access to your selected social channels, click 'Update Setup' at the bottom of the page.

Choosing the days and times for your posts: Schedule

In this section you can use DirectoryTestimonial's powerful scheduling to pick your preferred time(s) and day(s) for when DirectoryTestimonial will post to your activated social media channels.

Publishing Schedule

This is divided into timezone selection and a weekly scheduling tool.

Select your timezone

Ensure that the correct timezone is selected so the times selected match expectations.

Set your schedule

Here you have the real power of the scheduling side of Review Marketing. You can choose the day and time of day for the posting of your testimonials. You can make more than one selection.

Some things to consider:

at each time selected, one testimonial is posted to the activated social media channels
once the schedules are in place, the process is automated and the week repeats
only approved testimonials that are queued will be posted by the scheduler

Summary

DirectoryTestimonial's Review Marketing feature is a powerful tool to expand the reach of your highest rated testimonials. When combined with the other features DirectoryTestimonial provides, you can ensure your testimonials have maximum impact on your website and social channels.

Question 3

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 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

What is DirectoryTestimonial?

Accepted Answer

DirectoryTestimonial is a customer testimonial automation platform. It allows you to automatically collect and display reviews from customers as well as publish customer feedback to other platforms.