Membership Training "6-Step Guide to Start Membership Websites" Join Live Webcast
Webinar Wednesday 132 <small>– March 30, 2022</small>


Key Topics:

    New Features

  • 2:51 – Media: Use .svg, .webp, and .gif as Logo Image
  • 4:39 – Security: More Granular Admin Permissions for Billing
  • 6:58 – Control: Enable Emails Sent When Member Reviews Submitted
  • 9:25 – Mobile: Hide Homepage Sections on Mobile
  • Coming Soon

  • 12:55 – Dynamic Category Filtering: Only Show Matches for All – Dynamic Category Filtering add-on
  • 14:43 – Add-On: File Upload for Forms (final stage of QA)
  • 15:25 – Integrations: BD API + Ability to Send Data INTO BD Site via Zapier, Pebbly, etc.
  • 16:23 – Optimization: Numerous Speed Updates and Quality-of-Life Features Coming Soon
  • Questions & Answers

  • 17:26 – Clarification on Dynamic Category Filtering and “facet search”
  • 18:32 – How to allow users to search member form fields beyond name, category, etc. – Expanded Keyword Search add-on
  • 19:32 – How to Create Tag Clouds for Quick Links
  • 20:27 – How to change homepage member search module?
  • 26:23 – Will websites detect visitor locations to present local search results? – Detect Visitor Locations add-on
  • 28:30 – How to collect a member’s plan for webhooks from leads and reviews forms?
  • 30:48 – How to edit and make private the Express Member Registration form?
  • 37:15 – How do you charge members after their free trial period ends if they are not required to add a credit card upon signup? – Billing Reminder Emails add-on
  • 39:35 – How to edit the billing reminder emails?
  • 42:09 – If a member is past due can their account automatically be downgraded to a free plan?
  • 45:24 – 5 Member Upgrade Strategies To Increase Subscription Revenue
  • 46:29 – How to sell banner ads on specific category pages? – More Info
  • 51:00 – Utilize the Internal Admin Notes / “Member_notes” form field to add hidden SEO content to member forms
  • 54:35 – Can you prevent people from unwanted areas / zip codes from joining your website?
  • 59:41 – How to exclude specific member categories from the Get Matched lead form?
  • 1:03:30 – How to charge free members for paid posts when they don’t have a credit card on file?
  • 1:07:54- Can a YouTube playlist be embedded on a website?
Brilliant Directories Webinar Wednesday

AI-Generated Transcript – Please excuse any inaccuracies

Media: Use .svg, .webp, and .gif as Logo Image (00:02:51)

  • The logo image in the general settings of a site can now be uploaded in various file formats, including svg, WebP, and gif, in addition to the previously allowed jpeg and png formats, allowing for more flexibility (00:02:51).
  • Uploading an svg, webp, or gif file as the logo image will still use the text version of the logo in emails, which will display the name of the website, but this can be adjusted by uploading separate logo images for emails and PDF invoices (00:03:10).
  • The main website logo image can be updated by clicking “replace image” or “upload a new image” and selecting the desired file format, such as svg or webp, and this update allows for more options in displaying the logo (00:03:47).
  • If an svg or webp file is used as the logo image, it is possible to upload separate jpeg and png versions of the logo specifically for emails and pdf invoices, which can be done by scrolling down to the separate upload sections for invoice and email template logos (00:04:14).
  • This update provides more flexibility in getting the logo to display as desired, with the option to use different file formats for different purposes, such as using svg or webp for the main website logo and jpeg or png for emails and invoices (00:04:32).

Security: More Granular Admin Permissions for Billing (00:04:39)

  • Admin permissions can be set to restrict access to certain areas of the admin area for staff or virtual assistants working on a website, with newer granular controls released for accessing billing information (00:04:39).
  • The settings for admin permissions can be found in the settings area and admin accounts, where the owner of the site can invite new administrators, set admin roles, and create new admin roles with custom access to pages (00:05:15).
  • Default roles are available, such as a content manager, but custom roles can be created and assigned to invited administrators, with a list of all accessible pages in the admin portal (00:05:41).
  • The newer granular controls include settings for payment gateway settings, such as viewing billing email settings, tax settings, and address countries, as well as access to the billing history page and transaction history page (00:05:59).
  • Access to income report projections, month-over-month estimated income, and revenue stats can be allowed or restricted for administrators, including hiding stats on the main dashboard, such as total members, total leads, and revenue (00:06:15).
  • The new controls allow for more granular settings to be hidden from staff or virtual assistants, providing more flexibility in managing access to sensitive information (00:06:47).

Control: Enable Emails Sent When Member Reviews Submitted (00:06:58)

  • The system sends automated emails based on certain actions, such as when somebody signs up, and users have control over these emails, including welcome emails and lead emails that are sent to members and admins (00:07:04).
  • There is now control over the emails sent when a member receives a review, which were previously automated and would go out regardless of settings (00:07:38).
  • Member reviews are managed in the interactions tab on the dashboard, where users can access member review settings and a new notifications tab with settings to notify the admin, member, and reviewer when a new review is submitted or approved (00:07:56).
  • The notifications tab has options to notify the admin when a new review is submitted, notify the member when a new review is submitted, and notify the reviewer when their review is successfully submitted or approved (00:08:19).
  • These notification settings are turned on by default, but users can now turn them off if desired, and there are quick links to edit the email templates being sent, allowing for customization with branding, voice, and calls to action (00:08:47).
  • The email template editor can be accessed through the quick links, enabling users to customize pre-made email templates and add their own branding and voice to the messages (00:08:57).

Mobile: Hide Homepage Sections on Mobile (00:09:25)

  • The setting to hide home page sections on mobile view is now available, allowing users to choose which sections to hide, which is particularly useful for creating a shorter and more focused version of the home page on mobile devices (00:09:26).
  • Hiding sections on mobile can improve the user experience by reducing the amount of content to load, resulting in faster page load times and a more streamlined experience, as users are not bombarded with too much information (00:09:43).
  • The setting to hide sections on mobile can be found in the design settings, under the home page tab, where users can toggle on the “enable additional sections” option and select which sections to display or hide (00:10:24).
  • Users can hide specific sections, such as the hero divider or reviews, by clicking on the “edit settings” option and selecting “yes” to the “hide on mobile” option, which can help to create a more focused and user-friendly home page on mobile devices (00:11:27).
  • The benefits of hiding sections on mobile include improved page load times, a better user experience, and a more focused home page that directs users to the desired actions, making it easier for them to navigate and engage with the content (00:12:28).
  • This feature is available for all streaming sections on the home page, and users can easily toggle between desktop and mobile views to see the changes and ensure that the home page is optimized for both devices (00:12:48).

Dynamic Category Filtering: Only Show Matches for All (00:12:55)

  • The dynamic category filtering add-on is an option that allows users to have checkboxes on the side of their member search results, enabling them to select the categories of members they want to see, similar to websites like Kayak (company) or Amazon (company) product search (00:12:55).
  • This add-on initially had a flaw where checking more options would broaden the search rather than limiting it to more specific results, but an update is coming to change this behavior (00:13:37).
  • With the upcoming update, checking more categories in the sidebar will limit and reduce the number of members who match those checkboxes, showing only members who match all the selected categories (00:13:52).
  • The update will include an advanced setting that allows users to choose between including broader matches or only showing people who match all the selected categories (00:14:10).
  • This new behavior will enable visitors to find more granular results based on what they are actually looking for, by requiring members to fall into all the selected categories to show up in the results (00:14:28).
  • The release of this update is expected to happen in the next couple of weeks, providing a great way for visitors to find more specific results (00:14:41).

Add-On: File Upload for Forms (final stage of QA) (00:14:43)

  • A new add-on, File Upload for Forms, is nearing its final stage of quality assurance and is expected to be released in the next couple of weeks (00:14:44).
  • The File Upload for Forms add-on was initially planned for release in March, but its launch has been slightly delayed due to the need for additional quality assurance (00:14:53).
  • Once released, the add-on will enable users to include file upload fields in their custom forms, allowing them to accept various file types, such as images, PDF, Microsoft Word documents, and Microsoft Excel files, from form submissions (00:15:04).
  • The File Upload for Forms add-on will be integrated into the form manager, where users can create and edit custom forms, and will provide the functionality for users to upload files as part of their form submissions (00:15:08).
  • The upcoming release of the File Upload for Forms add-on is anticipated to occur within the next couple of weeks, following the completion of its quality assurance (00:15:02).

Integrations: BD API + Ability to Send Data INTO BD Site via Zapier, Pebbly, etc. (00:15:25)

  • A BD API is currently being worked on, which is expected to be released in a few months, and this development will enable integration with Zapier, Pabbly, and other similar services to send data into a BD website (00:15:27).
  • The ability to integrate with Zapier and Pabbly to send BD data out to third-party solutions was released a few months ago, allowing for the sending of data such as member data, leads, posts, and RSS feeds (00:15:34).
  • The creation of a BD API will provide a double benefit, as it will not only allow for integration with Zapier and Pabbly to send data into a BD site but also enable the integration of a BD site with other solutions (00:15:52).
  • The expected release time for these developments is hoped to be in the next couple of months, with a more specific target of mid-year 2022, which will make it possible to integrate a BD site even more with other solutions (00:16:08).
  • The integration with Zapier, Pabbly, and possibly Integrately, will allow for the sending of various types of data into a BD website, enhancing the overall functionality and connectivity of the BD site (00:15:46).

Optimization: Numerous Speed Updates and Quality-of-Life Features Coming Soon (00:16:23)

  • Numerous speed updates are on the way, with development tests having achieved score speeds of close to 100 percent in a vacuum, and now the focus is on implementing them in the live production network (00:16:23).
  • The upcoming speed updates will benefit all Brilliant Directory sites, and there are also many quality-of-life features coming soon, some of which were requested or discovered by members in the Facebook group (00:16:46).
  • The quality-of-life features and speed updates are a result of member contributions, and a big round of applause is given to the members who have helped make the platform better for everyone (00:16:50).
  • There is no tip of the week, so the time is being used to answer questions and help with website-related issues, with the goal of assisting users as much as possible (00:17:06).
  • The opportunity is being taken to address questions from users, with a question from Tim being the first to be addressed, and the goal is to provide help and support to all users (00:17:19).

Clarification on Dynamic Category Filtering and “facet search” (00:17:26)

  • Dynamic category filtering is a feature that lists all top-level or sub-level categories on a site in a checkbox format on the sidebar, allowing visitors to select what they are interested in seeing for member results (00:17:27).
  • This feature is also referred to as “facet search”, which is a term that may be unfamiliar to some, but it essentially enables users to filter results based on specific categories (00:17:39).
  • The dynamic category filtering feature only works with categories, and does not work with other terms that might be used in a form, such as sorting or filtering by other criteria (00:18:14).
  • The feature is designed to work with top and sub-level categories, allowing visitors to tick off what they are interested in seeing, and it does not support filtering by other types of terms or phrases (00:18:28).
  • The purpose of dynamic category filtering is to provide a way for visitors to narrow down search results based on specific categories, making it easier for them to find what they are looking for on the site (00:17:57).

How to allow users to search member form fields beyond name, category, etc. (00:18:32)

  • To allow users to search member form fields beyond name, category, etc., a keyword search can be utilized, which enables searching beyond the first name, last name, and company name, and can search any other data related to a member that matches the search result (00:18:33).
  • The expanded keyword search add-on can be used to facilitate this search, which will search beyond the basic fields and into other data related to members (00:18:48).
  • With the help of a developer, it is possible to add check marks to search specific keywords or criteria for custom fields that have been created, such as a field indicating whether someone is accredited or not (00:19:05).
  • The platform’s flexibility allows for potential collaboration with someone in the marketplace to create quick check marks and other features to include custom field searches (00:19:20).
  • The process of exploring and learning about the platform’s capabilities is ongoing, and new discoveries can be made every day, highlighting the importance of continuous learning and experimentation (00:19:26).

How to create tag clouds for quick links (00:19:32)

  • A tip is provided on how to create tag clouds, which are clusters of quick links that can be added to a sidebar, allowing for fast keyword searches, and this information is also available in a short video that has been shared in the chat (00:19:32).
  • The tag clouds can be used as an alternative to checkbox searches, and they can be dropped into the sidebar area for easy access to quick links (00:19:38).
  • The video about creating tag clouds is mentioned as a fun watch and is available for everyone in the chat, and a person named Tim is thanked for their contribution (00:19:55).
  • After discussing the tag clouds, the conversation moves on to interacting with a participant named Kyle, who is unmuted and shares that they are doing well (00:20:08).
  • Kyle is asked about their microphone, and they explain that they use a wired mic for podcasting, which sounds great and is something that the host is interested in learning more about (00:20:10).

How to change homepage member search module? (00:20:27)

  • The Bridal Association of America is rebuilding its site with a new service and is looking to add a search function to its home page to allow users to search for members across the nation, with categories and subcategories already added (00:20:30).
  • The association wants to display search options on its home page, including location, to enable users to find members in specific areas such as Bakersville, North Carolina, California, New York City, and Texas (00:21:18).
  • The directory is currently open in the back end, and assistance is needed to set up the search function, which is expected to be a straightforward process (00:21:37).
  • The search options can be customized to display top category, subcategory, and location, allowing users to narrow down their search results, with the goal of having a search function similar to the one on the njwedding.com site (00:22:54).
  • The design settings for the home page include an option to add a search box or call to action, which can be configured to show top category, subcategory, and location, or other combinations (00:22:59).
  • The association’s categories include main categories and subcategories, with plans to add sub-subcategories, and the search function should be able to handle these different levels of categorization (00:22:35).
  • The search function should allow users to search for members based on their location and category, such as wedding cakes, DJs, or photographers, and should be able to skip the top-level category if desired (00:23:40).
  • The goal is to have a search function that is easy to use and allows users to find members quickly and efficiently, with the ability to customize the search options to meet the association’s specific needs (00:23:56).
  • The colors and text labels of the directory software can be updated, and the category structure can be checked to ensure proper functionality (00:24:01).
  • The goal is to add subcategories that will allow users to narrow down their search, such as choosing a specific type of wedding venue, and the current issue is that the subcategories are not pinning to the top-level category (00:24:07).
  • The directory software has a feature that allows it to show empty categories, which can be useful for testing purposes, and this feature can be enabled in the general settings under search settings (00:25:16).
  • The search settings can be configured to show categories with no members, and the subcategories and sub-subcategories can be selected and saved to display in the search results (00:25:26).
  • The design of the hero title can be customized by choosing the colors and font size of the main and sub subtitles, and the goal is to create a visually appealing design (00:26:07).
  • The use of black as a color option is considered because it provides good contrast against a white background, and the design should be visually appealing and easy to use (00:26:14).

Will websites detect visitor locations to present local search results? (00:26:23)

  • Websites can detect visitor locations to present local search results based on their IP address, and this feature is available through the “detect visitor location” add-on, which will add a target crosshairs in the location search (00:26:25).
  • The detect visitor location add-on will allow visitors to use their current location for searches with one click, and browsers will ask for permission to share their location before pre-filling their address (00:26:58).
  • When a visitor grants permission to share their location, they will get a pop-up asking if they want to share their location with the website, and after clicking “yes” or “allow”, their address will be pre-filled (00:27:25).
  • The detect visitor location feature is not currently available but will be implemented, and it can be useful for visitors who want to get search results based on their current location (00:26:44).
  • Browsers do not pre-fill location information by default, and instead, ask for permission to access the visitor’s location, ensuring that visitors have control over their location data (00:27:20).

How to collect a member’s plan for webhooks from leads and reviews forms? (00:28:30)

  • To collect a member’s plan for webhooks from leads and reviews forms, it is possible to add information about the member’s plan in the form, which can be achieved by creating hidden form fields (00:28:31).
  • The process involves adding a new hidden field to the form, such as the “Get Matched” form, and setting its default value to the current member’s subscription ID, which can be done using a little bit of PHP or by creating a widget (00:29:00).
  • The hidden field can be named anything, such as “member subscription plan”, and its default value can be set to fetch the current member’s subscription ID, allowing the web hook to automatically include this extra information (00:29:10).
  • The use of hidden fields allows for the inclusion of custom or existing fields in the web hook data being sent out, making it a convenient way to add extra information to the form (00:30:31).
  • By adding hidden fields, the web hook will automatically include these extra fields, and the default value will be filled in based on the member being viewed at the time, making it a useful feature for collecting member plan information (00:30:28).

Editing and making private the Express Member Registration form (00:30:48)

  • The goal is to temporarily turn off validation for a free sign-up form, which currently restricts email addresses like Gmail and Outlook.com, to allow customer service to override this restriction when necessary (00:30:49).
  • The free sign-up form has been modified to ask for extra information and uses validation to restrict certain email addresses, but sometimes customer service needs to allow these restricted addresses to sign up (00:30:56).
  • Cloning the free form and using it internally for employees to sign up new members was considered, but support stated that only one default free form is allowed because all automation is hooked up after the new form is submitted (00:31:33).
  • An alternative solution is to enable or disable the validation temporarily for the field in question, under validation options (00:32:24).
  • Manually granting access to allow a person to sign up with a restricted email address, such as Gmail, is also an option (00:32:55).
  • Using an alternate free form for express measure member registration is another possible workaround, which could be modified to achieve the desired outcome (00:33:25).
  • Creating a quick link to a page where users can request to sign up with a restricted email address, such as Gmail or Outlook.com, and then manually approving these requests is another potential solution (00:33:57).
  • The process of adding new accounts manually in the admin panel is discussed, where administrators can send login information or a password reset link to users, allowing them to log in and edit their accounts (00:34:27).
  • Enabling the express member form is explained, which requires pinning it to a free membership plan, such as the general user account, and then saving the changes (00:34:59).
  • The express member form can be accessed on the member login page, where users can register for a new account, and this form is connected to the express registration (00:35:17).
  • To hide the express member form from public view, it is suggested to put it on a page on the site and protect that page to be members only, allowing only admin members to access it (00:35:46).
  • Alternatively, CSS can be used to hide the form, providing another option for administrators who want to restrict access to the express member form (00:36:00).
  • A user, Patricia, joins the conversation and expresses her appreciation for the site and the support team, and then asks for feedback on her site, r-e-d-e-pro-br.com (00:36:26).

Charging members after their free trial period ends if they are not required to add a credit card upon signup? (00:37:15)

  • A 30-day free trial is being set up for everyone, and the question is how to bill them once the trial period is over if they didn’t enter a credit card during signup (00:37:15).
  • To address this issue, it is recommended to use the billing reminder add-on, which can send upcoming payment reminders to users even if they don’t have a credit card on file, reminding them that the system will attempt to bill them on a specific day (00:37:48).
  • The billing reminder emails can be edited to provide educational resources and instructions on how to update credit card information, and up to three past due emails can be sent to users who are technically past due after the 30-day trial period (00:38:39).
  • The welcome emails sent to free trial users can also be used to educate them on the importance of adding a credit card to their account to keep it active after the free trial has ended (00:39:13).
  • The combination of billing reminder emails, past due emails, and welcome emails provides up to four chances to ensure that free trial users have updated their credit cards on file (00:39:01).
  • The billing reminder add-on is part of the VIP add-ons club, which is available on the site, and it allows for the customization of emails to educate users and encourage them to update their credit card information (00:37:55).

How to edit the billing reminder emails? (00:39:35)

  • To update the billing reminder emails, navigate to the payment settings and then to the billing email settings, where all email types are initially turned off (00:39:49).
  • The upcoming payment reminder email can be activated by choosing the types of billing cycles for which the email should be sent, such as monthly or annual members (00:40:04).
  • The past due email is customizable, allowing users to choose when to send reminders after a payment has been missed, with options to include an invoice PDF and receive daily summaries of financial activity (00:40:27).
  • Users can edit the templates associated with billing emails, including the upcoming payment reminder, which has a default template that can be modified to add more information or instructions (00:41:10).
  • The default upcoming payment reminder template is limited but can be edited to include additional details, such as a phone number or instructions on how to make a payment (00:41:26).
  • Education is key in helping members with billing updates, as many members forget or do not know how to make payments, rather than intentionally avoiding them (00:41:45).
  • A video is available that provides more information on how the billing reminder emails work, and a link to this video can be found in the chat (00:42:01).

If a member is past due can their account automatically be downgraded to a free plan? (00:42:09)

  • If a member is past due, their account can be set to either stay active or be put on hold, depending on the chosen setting, and there is currently no option to automatically downgrade them to a free plan, but this feature is being considered for future development (00:42:43).
  • The ability to automatically downgrade a member to a free plan when they are past due is being recommended to the development team, which would allow members to be pinned to a new free plan designated in the membership plan setting (00:43:21).
  • Members can be given the option to change to a free plan, even if they are past due, by selecting the free plan as an available option for them to change to, which would eliminate their past due invoice and reactivate their account (00:44:42).
  • When editing a membership plan, the “change plans upgrades” section can be used to choose which plans members are allowed to upgrade or downgrade to, including free plans, giving them an “out” if they need to switch from a paid plan (00:44:33).
  • Allowing members to switch to a free plan can provide them with an alternative if they are unable to pay for a paid plan, and this option can be made available to them even if they are past due, with the change being reflected in their member dashboard (00:45:11).

5 Member Upgrade Strategies To Increase Subscription Revenue (00:45:24)

  • There are five upgrade strategies to increase subscription revenue, which include putting messaging on upgrade pages inside the member dashboard and providing the option to switch to a free plan if needed (00:45:24).
  • The goal of these strategies is to educate members on ways they can change their plan on the site and avoid cancellations by giving people other options to stay active (00:46:05).
  • Providing a free plan as an alternative can help retain members who may otherwise cancel their account, and this option can be presented as a way for members to remain active on the site without fully cancelling (00:46:08).
  • A video resource is available that shares tips on how to implement these upgrade strategies and educate members on plan changes, which can be helpful for site owners (00:45:40).
  • The ultimate goal of these strategies is to increase subscription revenue while also providing members with flexible options to manage their accounts and stay engaged with the site (00:46:10).

How to sell banner ads on specific category pages? (00:46:29)

  • The goal is to pre-sell listings to sponsors, specifically foundations and investors, to cover the cost of membership for entrepreneurs who are raising money for climate solutions, with a focus on simplifying the process (00:46:49).
  • To achieve this, a marketing deck or marketing kit is needed to show potential sponsors the demographic and potential demographic of the site, the audience being catered to, and the size of that audience, as well as the paid options for sponsoring a channel (00:48:34).
  • The idea is to allow sponsors to sponsor specific search results within the directory, such as search results for entrepreneurs looking for venture capital for ocean carbon sequestration, and to provide them with options for banner ads on those search results pages (00:49:28).
  • A potential solution is to create custom content on specific search results pages, which can include banner ads in the header, footer, or sidebar, and to use this as a way to pitch sponsors by showing them examples of what their competitors are doing on the site (00:49:51).
  • The next step is to create a digital product within the directory that allows sponsors to click and buy, and to use a video that shows how to add custom content to specific search results pages as a starting point for this process (00:47:52).
  • The ultimate goal is to get sponsors to pay for sponsorships, and to use the 200 foundations already listed in the directory as potential sponsors, while also encouraging them to check the site and consider sponsoring specific categories or search results (00:50:54).

Utilize the Internal Admin Notes / “Member_notes” form field to add hidden SEO content to member forms (00:51:00)

  • To protect certain fields from being edited by members, there is no direct way to allow members to claim a listing without editing every field, but a workaround can be used by utilizing the internal admin notes field, also known as “member_notes”, which members cannot see (00:51:01).
  • The internal admin notes field can be used to store hidden SEO content, such as a custom SEO-optimized blurb, and can be edited by administrators without allowing members to access it (00:51:22).
  • If multiple fields need to be protected, administrators can use the internal admin notes field and potentially the second phone number field, if not being used, to store the protected information (00:51:41).
  • The internal admin notes field can be uploaded via a CSV file, and it is recommended to rename the custom field to “member_notes” to match the existing field (00:53:21).
  • The internal admin notes field can hold long text, not just numbers, making it a suitable workaround for storing protected information (00:53:47).
  • By using the internal admin notes field and potentially the second phone number field, administrators can create a workaround to protect certain fields from being edited by members, although it may not be a perfect solution (00:53:55).

Can you prevent people from unwanted areas / zip codes from joining your website? (00:54:35)

  • To prevent people from unwanted areas or zip codes from joining a website, several strategies can be employed, such as encouraging people not to join by making the site’s focus on a specific area clear, and this can be achieved by incorporating the location into the site’s text labels and logo, for example, “Richmond Directory” (00:54:35).
  • The postcode system in the UK can be utilized to target specific areas, and by incorporating the postcode into the site’s search function, users can be directed to search for businesses within a specific area, such as “search Richmond business” (00:54:41).
  • To deter people from joining the site who are not from the targeted area, a message can be placed on the sign-up page stating that only listings from that area will be accepted, and any other listings will be removed, although this message should be worded in a way that is not too negative (00:57:46).
  • Another approach is to offer paid plans, which can help deter people from wasting their time signing up if they are not serious about listing their business in the directory, and this can be combined with a message on the sign-up page to make it clear that the site is focused on a specific area (00:58:19).
  • Monitoring and maintenance of the site are also necessary to prevent people from bypassing the location restrictions and spoofing their address, and this can be achieved by regularly reviewing listings and removing any that do not meet the site’s criteria (00:58:50).
  • Instead of using a negative message, the site can use a more constructive approach, such as asking users from other areas to fill out a contact form to see if they will be accepted into the directory, which can help to make the site more inclusive while still maintaining its focus on a specific area (00:59:02).

How to exclude specific member categories from the Get Matched lead form? (00:59:41)

  • The goal is to exclude a specific member category, called “resources”, from the Get Matched lead form, as it is not relevant for podcasters who want to get matched with guests, (00:59:42).
  • There are three top-level categories, and the “resources” category is one of them, which includes products and services, and is currently displayed on the Get Matched form, (00:59:48).
  • A potential solution is to hide the “resources” category from the Get Matched form or remove it and create a separate marketplace landing page where members can view these resources, (00:59:54).
  • The current setup has the “resources” category tied to the top-level category, which is displayed on the home page and in the menu bar, (01:00:40).
  • A possible workaround is to use CSS to hide the “resources” category, but this would require a more specific solution, (01:03:10).
  • An alternative solution is to add a feature to the lead settings that allows selecting specific top-level categories to display on the Get Matched form, (01:01:45).
  • This feature would allow users to choose which top-level categories to include on the form, providing more control over the matching process, (01:02:50).

How to charge free members for paid posts when they don’t have a credit card on file? (01:03:30)

  • Members are allowed to publish one post for free, and subsequent posts require payment, but the system currently can’t charge free members for paid posts when they don’t have a credit card on file (01:03:30).
  • When a member submits a post, it is pending approval, and the member can create as many pending posts as they want without paying, but the admin can choose to approve and charge for the post after manual approval (01:04:22).
  • Free members can submit multiple posts, but they are all pending approval, and the admin can approve and charge for each post individually, but this creates a cycle where the member can submit multiple posts without paying upfront (01:05:34).
  • To address the issue of free members not having a credit card on file, the solution is to educate them to add a credit card on file when their post is approved, and an email template can be created to notify them of this requirement (01:06:21).
  • Another potential solution is to provide free members with a certain amount of funds in their account when they sign up, which they can use for their first post, but subsequent posts would require them to add a credit card on file (01:07:09).
  • The goal is to find a solution that is easy for both the members and the admin, without adding too much complexity to the system (01:07:47).

Can a YouTube playlist be embedded on a website? (01:07:54)

  • YouTube playlists can be embedded on a website, allowing all videos associated with the playlist to be displayed on a single page, which eliminates the need for scrolling, and new videos added to the playlist will sync up automatically (01:07:54).
  • To embed a YouTube playlist, users can create a playlist, then click the “share” button to obtain the embed code, which can be used to display the playlist on a website (01:08:25).
  • If issues arise while trying to embed a YouTube playlist, users can post their questions and concerns in the Facebook group, where assistance will be provided to help resolve the issue (01:09:05).
  • The Facebook group is also a platform where users can ask questions that were not addressed during the webinar, and it will be monitored for further assistance (01:09:31).
  • The webinar will be followed by other events, including the announcement of the winner of a free IPad giveaway in the Facebook group, and users are encouraged to subscribe to the YouTube channel for the latest videos, tutorials, and tips (01:09:41).
  • The next webinar is scheduled to take place in two weeks, and users can visit brilliantdirectories.com for more information and to stay up-to-date with the latest news and events (01:10:10).

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