
Key Topics:
- 4:01 – Domain Manager: Updated Look for More Data & Settings
- 8:42 – API/Zapier: Update Member Records & Import Member Leads
- 9:25 – Security: Enable HTTP Security Headers (CSP)
- 10:37 – Private Chat: Displays “Origin Page” Chat was Initiated On
- 11:21 – Spanish Translation: Translate Text Labels into Spanish
- 13:39 – Translate: Ability to Set Default Text Labels into French, Portuguese & More
- 13:49 – Coupon Codes: Create Coupon Codes for Leads, Digital Products & More
- 14:13 – API/Zapier: Create Posts from RSS Feeds & Other Sources (events, articles, jobs, etc.)
- 14:46 – Finance: Search Transactions Based on ACTIVE or ENDED Subscriptions
- 15:15 – Tons More: Speed, Security, Quality-of-Life Features & Exciting New Releases on the Way!
- 16:04 – What are HTTP security headers?
- 18:00 – How does changing a membership plan’s pricing affect currently subscribed members?
- 19:30 – Does selecting a new text label language also translate the website’s backend admin area?
- 20:03 – Import Member Leads with Zapier & Form Integrations
- 21:00 – Zapier – Integrate 5,000+ Solutions
- 22:43 – Import Leads from Other Sources
- 25:30 – What’s Required
- Set Up Pretty URLs With Google Maps
- 30:43 – Things to Remember
- Generate API Key Overview
- 33:51 – DEMO: Let’s Set Up Lead Importing from Zoho
- Connecting Webhook Events With Zapier
- 56:07 – Can users see which members they are automatically matched with?
- 57:50 – Can members automatically purchase leads?
- 58:37 – Automatic Lead Matching Add-On
- 59:50 – What’s the best way to send leads from BD to a CRM?
- 1:02:10 – Can the website’s language be changed depending on the visitor’s location? – GTranslate.io
- 1:04:03 – Improvements to the Community Comments feature and Discussions post type?
New Features
Coming Soon
Tip of the Week
Questions & Answers
Domain Manager: Updated Look for More Data & Settings (00:04:01)
- The Domain Manager has been updated to provide more data and settings, allowing users to change their domain name and view statistics about their domain, such as the registrar and expiration date (00:04:02).
- The updated Domain Manager features three different tabs and provides alerts for potential issues, such as domain expiration or SSL security problems, to help users troubleshoot and improve their email deliverability (00:04:54).
- Users can connect their domain name to their website using either the name server method or the A record method, and the Domain Manager will display the connection method and any potential errors or warnings (00:05:47).
- The Domain Manager also includes tools for improving email deliverability, such as Sender Policy Framework and DomainKeys Identified Mail sender authentication, and provides instructions for setting up these tools (00:04:27).
- Users who have connected their domain using the A record method can view and copy the necessary records to enable DKIM and SPF protection on their site (00:07:51).
- The updated Domain Manager is designed to provide better support for users and help maximize email deliverability, with features such as automatic SSL renewal and expiration date tracking (00:06:16).
- The Domain Manager will continue to be updated with new features and settings, including additional domain-related settings, to provide users with more control and flexibility (00:08:31).
API/Zapier: Update Member Records & Import Member Leads (00:08:42)
- The ability to update member records and import member leads into a website using third-party solutions has been pushed, allowing for the creation, update, or deletion of member records and leads (00:08:42).
- Using Zapier or the BD API directly enables the creation, update, or deletion of member records, as well as the creation, import, update, or deletion of leads that are currently in the system (00:08:58).
- A third-party form builder, such as Zoho Office Suite forms, can be used to create leads and automatically match them with members on the website, which will be demonstrated in the tip of the week (00:09:17).
Security: Enable HTTP Security Headers (CSP) (00:09:25)
- Enabling HTTP security headers, also known as Content Security Policy (CSP), is a security update that adds additional security headers to a site, and it is recommended to enable this advanced setting for extra security (00:09:25).
- To enable this setting, website owners can go to the advanced settings of their site, search for “enable http” in the keyword search, and turn on the option that enables HTTP security headers and Content Security Policy (00:09:50).
- Enabling this setting provides protections when visitors interact with the site and how the site is connected to the internet, and it is required by many testing tools to achieve a high grade, such as an A grade (00:10:23).
- The Content Security Policy (CSP) helps to protect the site by adding headers for content security over an HTTP connection, and enabling this setting can resolve warnings and errors related to CSP, resulting in a higher security grade (00:10:01).
- By enabling this setting, website owners can ensure that their site has an additional layer of security, which can help to prevent potential security threats and improve the overall security of the site (00:09:40).
Private Chat: Displays “Origin Page” Chat was Initiated On (00:10:37)
- The private member chat add-on allows members to chat with each other one-on-one continuously, and a small update now displays the origin page where the chat was first initiated between members (00:10:38).
- When a member posts a job listing, event, or something similar on their profile and a visitor wants to start a private chat, it will show the origin page where the private chat was started from, providing context for the member receiving the message (00:10:42).
- The origin page display provides the member who is receiving the message for the first time with context as to why the person is contacting them, such as a job listing or event post, allowing for a more informed conversation (00:10:47).
- This update gives the member receiving the message a better understanding of the context behind the private chat, enabling them to respond more appropriately to the visitor’s inquiry (00:10:50).
- The display of the origin page where the chat was initiated helps to reduce confusion and provides a clearer understanding of the purpose of the private chat, making it easier for members to engage with each other (00:10:52).
Spanish Translation: Translate Text Labels into Spanish (00:11:21)
- The text labels can now be easily translated into Spanish language, and this feature can be accessed by toggling from English language to Spanish, with other languages such as French language being tested and coming soon (00:11:24).
- The translation of text labels into Spanish is made possible by an alternate language library that contains 84 pages worth of text labels, and users can save their changes and further translate phrases and words to fit their brand (00:11:51).
- To update the text labels on the site, users need to go to the general settings, localization tab, and set the default website language to Spanish, and check the box that says “use same language for text labels” (00:12:16).
- The translation of text labels does not include the main menu, which still needs to be manually updated in the menu manager, but it does translate other default text on the site, such as placeholders and search buttons (00:12:46).
- With the translation of text labels, about 80 percent of the website’s language can be translated with just one or two clicks, and future phases will focus on translating emails and other menus, such as the top menu and footer menu (00:13:23).
Translate: Ability to Set Default Text Labels into French, Portuguese & More (00:13:39)
- Translations are coming soon, with French language being the first language to be added, which is expected to be available at (00:13:40).
- Portuguese language is the next language that will be added after French, as part of the upcoming translations, with more details available from (00:13:42).
- Additional languages will be added based on demand and popularity, following the release of French and Portuguese, with this information announced at (00:13:44).
- The decision to add more languages is driven by demand and popularity, ensuring that the most widely used languages are prioritized, as mentioned at (00:13:46).
Coupon Codes: Create Coupon Codes for Leads, Digital Products & More (00:13:49)
- The creation of coupon codes for one-time purchases, such as leads, digital products, and pay per post, is a feature that will be available soon (00:13:49).
- Currently, coupon codes can be created with the add-on, but they are limited to member sign-ups and members upgrading their plans (00:13:58).
- The upcoming feature will allow for the creation of coupon codes for various one-time purchases, including leads and digital products, which is expected to be a useful addition (00:14:05).
- The expansion of coupon code creation to include more options, such as those for one-time purchases, will provide more flexibility and possibilities (00:14:12).
API/Zapier: Create Posts from RSS Feeds & Other Sources (events, articles, jobs, etc.) (00:14:13)
- The Zapier API has the ability to create posts from RSS feeds and other sources, such as events, articles, and job postings, as long as it’s a valid feed, allowing for rapid content creation and curation on a website (00:14:16).
- This feature enables importing content from third-party sources into a website, which can be useful for various types of content, including events, articles, and job postings (00:14:19).
- The ability to import leads and content from other sources into a website can enhance the site’s functionality and provide more value to users, with the finance tab also being a relevant aspect of this functionality (00:14:22).
Finance: Search Transactions Based on ACTIVE or ENDED Subscriptions (00:14:46)
- It is possible to search individual invoices, and soon it will be possible to search based on active or ended recurring subscriptions (00:14:48).
- The ability to search based on active or ended recurring subscriptions will allow users to see the number of active monthly subscriptions on their site (00:14:52).
- Users will also be able to see the number of subscriptions that were ended in the previous month, which can be used to calculate churn rate and obtain more statistics (00:15:05).
- The new search functionality will provide more detailed information about active and ended subscriptions, enabling users to get a better understanding of their subscription data (00:15:10).
Tons More: Speed, Security, Quality-of-Life Features & Exciting New Releases on the Way! (00:15:15)
- There are many more updates coming, including speed updates to the sites, with the goal of achieving scores in the 90s on default Benchmark BD sites (00:15:15).
- Additional security and quality-of-life features are also being developed and will be released soon (00:15:23).
- The upcoming features and updates are numerous, and viewers are encouraged to ask questions or provide comments about any of the new features or upcoming releases (00:15:26).
- Viewers can participate by raising their hand and sharing their thoughts or questions about the new features, and the hosts are happy to take comments and answer questions (00:15:34).
- A viewer named Stephen was given the opportunity to ask a question or share his thoughts, and he was calling in from a location that was initially thought to be Chicago (00:15:56).
- Stephen’s comments or questions were welcomed, and the hosts were ready to respond to his inquiry (00:15:58).
What are HTTP security headers? (00:16:04)
- HTTP security headers are a feature that can be enabled to improve website security, and it does not slow down the system (00:16:04).
- The purpose of HTTP security headers is not fully understood by everyone, but they are known to be beneficial for security and are preferred by browsers (00:16:13).
- To demonstrate the importance of HTTP security headers, a test site was analyzed using Google Page Speed, which showed that the site ranked 100% due to the presence of Content Security Policy (CSP) headers (00:16:20).
- The CSP headers are effective against cross-site scripting (XSS) attacks and are a best practice for website security, with browsers looking for these headers when evaluating a site’s security (00:16:55).
- The HTTP security headers are primarily for the benefit of browsers, not users, and are a technical feature that browsers prefer sites to have (00:17:15).
- Enabling HTTP security headers is a recommended practice, as it improves website security and is preferred by browsers, even if the exact details of how it works are not fully understood (00:17:45).
How does changing a membership plan’s pricing affect currently subscribed members? (00:18:00)
- Changing a membership plan’s pricing from monthly to annual will only affect new member signups, and existing subscriptions will not be changed, as members who signed up to the original plan did so with a specific agreement, such as a monthly plan at $10 a month (00:18:01).
- If the pricing is updated, for example, from $10 to $15 a month, existing members will not be automatically changed to the new price, but can be manually updated on an individual basis (00:18:25).
- The reason for not automatically updating existing subscriptions is largely ethical, as members signed up to a specific plan and price, and changing this could be seen as unfair to them (00:18:37).
- Updating the pricing information for a membership plan will only affect new signups, and not current members, which is useful for those who frequently experiment with different pricing options (00:18:50).
- For annual subscriptions, if a member’s subscription is up for renewal, it will still be considered their original subscription, and they will not be affected by any changes made to the pricing of new signups (00:19:11).
Does selecting a new text label language also translate the website’s backend admin area? (00:19:30)
- The translate option is available to translate the site into different languages, such as Spanish language, but this translation only applies to the front end of the website (00:19:30).
- The back end of the website remains in English language and is not translated when a new text label language is selected (00:19:36).
- Many of the updates to the website are a result of feedback and suggestions from the community, including support tickets, feature requests, and discussions in the Facebook group (00:19:49).
- The community’s input is valued and appreciated, with many updates being made in response to their needs and suggestions (00:19:55).
Import Member Leads with Zapier & Form Integrations (00:20:03)
- The tip of the week involves creating and importing leads to a BD site using third-party solutions and feeds, with Zapier handling the integrations between various tools such as Typeform (service) and Zoho Office Suite forms (00:20:04).
- Zapier is used to integrate with other online properties, allowing users to import leads from other sources, which is an update that has been highly anticipated by many users (00:20:39).
- The Zapier integration enables the import of leads from other online properties, and a more detailed explanation of the leads and the integration will be covered, starting with an overview of what is possible with the Zapier integration (00:20:50).
- The integration with Zapier allows for the creation of leads using third-party solutions and feeds, and then importing these leads into a BD site, which is a key aspect of the tip of the week (00:20:11).
- The update allows users to import leads from other sources and online properties, and then tie these leads into their BD site using Zapier, which handles the integrations between various tools and the BD site (00:20:20).
Zapier – Integrate 5,000+ Solutions (00:21:00)
- Zapier allows integration with over 5,000 different applications, enabling the sharing of a Brilliant Directory website’s data with third-party applications, including member sign-ups, newsletter sign-ups, contact form submissions, member leads, reviews, and new posts (00:21:09).
- The integration also enables the export of data from a Brilliant Directory website to third-party applications when forms on the website receive submissions, and this data can be used in various external applications (00:21:38).
- Additionally, it is possible to import data from third-party applications into a Brilliant Directory website, allowing for the addition of new data, updating of existing data, and deletion of data if a record is deleted in a third-party app (00:21:55).
- Currently, member sign-ups can be imported, and member leads will be covered in the current tip of the week, with the ability to import new posts and reviews from third-party sources to be added in the near future (00:22:25).
- The integration with Zapier enables two-way data sharing, where data can be both exported from and imported into a Brilliant Directory website, allowing for synchronization of data between the website and third-party applications (00:21:48).
Import Leads from Other Sources (00:22:43)
- There are two types of leads that can be submitted on a site: general leads from the get matched form and direct leads from the member contact forms, which are handled by default on a directory site (00:22:46).
- With Zapier or any webhook platform, the functionality of lead generation is expanded, allowing the use of more robust and dedicated form or survey platforms to gather more lead information, which can be embedded on the site without affecting the user experience (00:23:21).
- Leads from third-party sources or applications, such as Google spreadsheets, RSS feeds, or online properties that utilize webhooks, can be imported into the site and matched with members (00:23:54).
- It is possible to import leads from various sources, including purchased leads, as long as they are in a format that can be parsed out, such as an Microsoft Excel file or CSV file, and then offer them for sale to members (00:24:24).
- The ability to match leads with members is one of the main reasons the BD platform was created, allowing consumers to request to be matched with a service and then selling those leads to the professionals listed on the site (00:25:11).
- Approximately half of the attendees are currently using their site to match leads with members, with some attendees, such as Stephen and Rich, already utilizing this feature (00:25:00).
What’s Required (00:25:30)
- To set up a lead generation system, a few important items need to be included, such as people on the Brilliant Directory site, and if location information is being captured, pretty URL with Google Maps need to be set up for geocoding, which can be done in a few minutes by following the steps in a support document (00:25:30).
- If location information is being requested from submitters, an API key needs to be created to allow visitors to input nicknames of locations or zip codes, which will then be used to find the longitude and latitude numbers of the submission (00:25:34).
- The form used for lead generation, such as Zoho Office Suite forms, Jotform, or Google forms, needs to include fields for the submitter’s email address, category selection, and location input, with category selections having corresponding number values that match the category ID on the Brilliant Directory site (00:27:12).
- On Zapier, a new app needs to be created with a trigger, such as a new form submission, and an action to create a lead, with form submission values mapped and tested to ensure everything is working (00:28:21).
- Important settings to enable on Zapier include auto lead matching, programmatically geocoding, and sending email notifications, with category values in the zap and form field options matching the ID number of categories on the Brilliant Directory site (00:29:01).
- To ensure proper matching and importation of leads, category values in the zap and form field options should match the ID number of categories on the Brilliant Directory site, and email notifications should be set to yes (00:29:50).
- The system may seem complex at first, but after setting it up and testing it, everything becomes more straightforward, and an example will be shown to illustrate the process (00:30:22).
Things to Remember (00:30:43)
- When using Zoho Office Suite forms or other form or survey builders, it is essential to assign the category ID number on the BD site as the value for category names as selection options on the form, and in Zoho, select zero decimals for those, to ensure accurate data collection (00:30:44).
- The ability to create conditional rules based on the form submitter’s previous answers is a key feature of dedicated third-party form or survey builders, allowing for more complex and useful forms (00:31:10).
- The paid version of Zoho forms removes Zoho branding and provides additional features, which is a common practice among form and survey builders that charge a nominal monthly fee to remove their branding (00:32:00).
- Setting up a redirect page is an option within Zoho forms, and selecting the parent window will create a smooth user experience, which is also a common option in other form builders (00:32:27).
- Embedding the form on the BD website or other web properties can create a consistent user experience, and due to the web hook and Zapier integration, form submissions will still be sent to the Brilliant Directory’s website regardless of where the form is embedded or filled out (00:32:49).
- To use Zapier, generating an API key is necessary, which is a simple and straightforward process, and a support document with screenshots is available to guide users through the process (00:33:30).
DEMO: Let’s Set Up Lead Importing from Zoho (00:33:51)
- To demonstrate how leads are generated, a Zoho Office Suite form is used to create a lead from a third-party source, and the process of how it gets sent into the BD site is shown, starting with creating a lead and submitting a form (00:34:15).
- The Zoho form has conditional fields, such as “what do you need help with,” which includes categories like roofing, Landscaping, or Home improvement, and sub-level categories like residential or commercial for landscaping (00:34:45).
- The form allows users to select their top and sub-level categories, and additional fields are added based on the selection, such as project location, which is an open field where users can type in any location (00:35:36).
- After submitting the form, the request is redirected to the site, and the new lead is visible in the back-end area, showing the name, email, phone number, location, and selected categories, which are then matched with a member who matches the criteria (00:36:33).
- The lead is matched with a member based on the location and category, and the member is notified via email, depending on the price per lead, as seen in the example where the lead is matched with sample member Lisa Jones (00:37:19).
- The process of generating leads can be customized to fit the specific needs of the site, such as skipping categories or locations, but at least one of them is required, and the form can be embedded anywhere on the internet, including the BD website (00:36:04).
- The system allows members to purchase leads based on the price per lead, and it auto-matches leads with members who match certain criteria, with the lead form capturing visitor’s name, email, address, phone number, location, categories, and message, creating a lead on the site (00:37:41).
- The form builder used is Zoho Office Suite forms, but other form builders like Typeform (service), Jotform, and Gravity Forms can also be used to create this type of workflow, and even Facebook leads can be captured directly from Facebook and used to create Zapier zaps (00:37:55).
- The get matched form is rebuilt using Zoho forms, with fields such as name, email, address, phone number, location, and categories, and the form includes a drop-down field for the top-level category, with options like Roofing, Landscaping, and Home improvement (00:38:33).
- The categories are assigned a numeric value, with Roofing being 1, Landscaping being 2, and Home Remodeling being 3, which is important for matching leads based on category, and these values can be seen under member categories on the website (00:39:26).
- A hidden field can be created with a specific value, such as 2 for Landscaping, if the form is only for a specific type of lead, and the sub-level category field is created with options like residential and commercial, with their corresponding ID numbers being 3 and 4 (00:40:32).
- The form settings, such as assigned values and allowed decimal places, need to be configured correctly to ensure proper functioning, with the allowed decimal places set to zero to avoid issues (00:41:41).
- The sub-level categories, such as residential and commercial, are filtered under the main category, like Landscaping, and their corresponding ID numbers are used in the form to match leads correctly (00:41:18).
- A form is created with a dropdown menu that includes options such as Roofing, and when Roofing is selected, another dropdown menu appears with options for residential or commercial, allowing users to specify the type of job they need help with (00:41:51).
- The form uses category IDs to assign values to the options, and rules can be created to control what fields are shown based on the user’s selections, such as showing the residential or commercial field only when Roofing is selected (00:42:05).
- The form also includes fields for the user’s name, email, and phone number, as well as a field for any additional information they want to provide, and the form can be customized to redirect users to a specific page after submission (00:44:10).
- The settings for the form include options for acknowledgments and redirects, allowing users to be redirected to a custom page after submitting the form, and the form can be embedded into a website using a share link (00:44:39).
- The form is demonstrated with an example, showing how the user can select Roofing and then choose between residential and commercial, and how the form can be used to collect information from users and redirect them to a custom page (00:45:42).
- The form builder used is Zoho Office Suite Forms, and the form can be customized with rules and settings to control the user experience and collect the desired information (00:43:28).
- The form is embedded into a website, and the user can fill out the form and submit it, after which they will be redirected to a custom page, such as a confirmation page (00:45:37).
- To generate off-site leads, a Zoho form is used, and Zapier is utilized to connect the form to a BD website, allowing leads to be created and managed (00:46:29).
- The process of creating a new zap in Zapier involves choosing a trigger, such as a new form entry, and selecting the form to be used, in this case, Zoho forms (00:46:51).
- The Zoho form is connected to Zapier, and the form is tested to ensure it is working correctly, with a test lead being submitted to verify the connection (00:47:46).
- After the form is submitted, an action is taken in Zapier, which involves integrating with Brilliant Directories, a platform that allows for the creation of leads, users, and other actions (00:48:07).
- The Brilliant Directories integration in Zapier allows for various event actions, including creating a lead, user, or member review, and updating leads or users (00:48:30).
- To connect the BD account to Zapier, steps are provided, and the Zoho Office Suite data is mapped to the BD lead, with options to auto-match members and send lead email notifications (00:48:55).
- The auto-match members setting can be set to yes or no, depending on whether leads should be matched with existing members, and lead email notifications can be sent to the person who submitted the lead (00:49:21).
- The lead name and other details are mapped from the Zoho form to the BD lead, allowing for seamless integration and management of leads (00:50:03).
- The process of mapping a lead from a Zoho form to a BD site involves setting up a create lead action, where the lead email and phone number are submitted, and the lead price is not set in this case (00:50:18).
- The top and sub-level categories are dynamic, and it is recommended to click on custom and select the numerical value that corresponds to the category, such as Landscaping, which has a numeric value of two (00:51:07).
- The lead notes are internal notes, and the lead message is the message that the visitor entered, such as “help” in all caps, and the default lead status can be set to pending, follow-up, sold, or matched (00:52:27).
- The programmatically geocode option allows the system to fetch the longitude and latitude from Google Maps API based on the location nickname entered by the visitor, such as Los Angeles, and this option should be set to yes if location matching is used (00:52:52).
- The lead location nickname, longitude, and latitude can be entered, and soon it will be possible to include file attachments, such as PDFs or images, with the submission (00:53:20).
- The system allows for sub-sublevel categories, and the same process is followed as for the top and sub-level categories, and once the action is set up, it can be tested by submitting a test lead into the system (00:53:49).
- The test lead is automatically matched with the member who meets the criteria of the location, top, and sub-level categories, and the lead message is displayed, such as “help” in all caps (00:54:20).
Can users see which members they are automatically matched with? (00:56:07)
- When a member accepts or purchases a lead, the person who submitted the lead receives an email notification that informs them of the match, but it does not explicitly state that the member purchased the lead, instead, it says they have been matched with the member, and this email is sent immediately (00:56:09).
- The email notification sent to the visitor includes the name of the member they have been matched with, and this information is available in the lead settings under additional notifications and visitor notifications (00:56:46).
- The visitor email notification is triggered when a member purchases a lead, and it lets the visitor know that they have been connected with the member, providing the member with the visitor’s email and phone number, and this connection is made after the member purchases the lead (00:56:55).
- Prior to a member purchasing a lead, there may be multiple members pending and waiting to accept the lead, but the visitor is not informed about these pending members until one of them actually purchases the lead (00:57:41).
- The lead settings can be accessed through the member leads and workflows section, where additional notifications and visitor notifications can be found, allowing for the customization of email notifications sent to visitors when a member accepts or purchases a lead (00:56:38).
Can members automatically purchase leads? (00:57:50)
- Members can automatically purchase leads by setting the status to accept or pending, allowing for instant purchase without requiring additional action (00:57:52).
- Setting the status to accepted enables members to receive free leads without having to purchase them, effectively giving them instant access to the leads (00:58:07).
- When a lead is accepted, the system sends a notification email to the visitor, and it is recommended to test this feature on the site using a test member and visitor with accessible email addresses (00:58:21).
- Testing the feature with a few sample leads can help verify if the notification emails are being sent correctly, ensuring the system is working as intended (00:58:31).
Automatic Lead Matching Add-On (00:58:37)
- The Automatic Lead Matching Add-On is a feature that enables auto-matching for leads, and it is considered an add-on for leads that have this capability (00:58:38).
- The add-on is not required if members receive direct leads from their profile page, as these leads can still be delivered to the member, but it is necessary for indirect leads to be auto-matched (00:58:51).
- Indirect leads occur when the lead form is not on the member’s profile page, such as when a landing page with a lead form is created, and the add-on is needed to auto-match these leads with members (00:59:16).
- The Automatic Lead Matching Add-On has various settings that make it a powerful tool, and it can be found by typing “automatic lead matching” in the system (00:59:32).
- A link to the Automatic Lead Matching Add-On can be shared, and it is available for those who need it, such as Michelle in the chat (00:59:45).
What’s the best way to send leads from BD to a CRM? (00:59:50)
- The best way to send direct leads from a website to a CRM is by using a webhook, which allows data from a submitted form to be sent to a third-party service, such as Zapier, where the trigger would be the initiation of the lead submission, in this case, Brilliant Directories (00:59:50).
- To send lead data to a CRM, one can use Zapier, where the trigger would be a webhook from Brilliant Directories, and the data from the lead submission can be sent to a CRM, allowing the visitor’s data to be saved off-site if needed (01:00:21).
- It is possible to send leads to a specific sub-account, such as in Go High Level, where each member has a sub-account, and the lead can be routed to that specific sub-account through Zapier (01:00:56).
- When a lead is submitted, the information of the member’s profile page it was submitted on is included with the lead, allowing the lead to be associated with the correct member (01:01:32).
- Zapier can be used to route the lead data wherever it is needed, and it is possible to include the member’s profile page information with the lead, making it easier to manage and follow up on leads (01:01:28).
Can the website’s language be changed depending on the visitor’s location? (01:02:10)
- The website’s language can be changed depending on the visitor’s location, allowing for a site to appear in Spanish language in Spanish-speaking countries and in English language in English-speaking countries (01:02:11).
- There are two ways to achieve this, either by using a translate tool on the website, which can toggle languages, or by using a tool like gtranslate.io to create an entire subdomain of the site translated into another language (01:02:21).
- The gtranslate.io tool can automatically translate the website into another language and create a subdomain, such as es.dot.yourwebsite.com for Spanish, and allows for further editing of specific terms that have been auto-translated (01:02:41).
- This tool can be particularly useful for businesses that need to serve customers globally and require translations of their website, such as companies in Canada that need to have English and French language translations (01:03:24).
- The gtranslate.io tool can be a good alternative to the Google translate tool, which can be limited for larger businesses or those that have outgrown its simple translation capabilities (01:03:40).
Improvements to the Community Comments feature and Discussions post type? (01:04:03)
- The community Forum has two functionality sets, allowing users to start a discussion page and add comments to it, with further development planned, including notifying the author when a comment is made and the ability to follow and unfollow certain posts (01:04:04).
- Additional features being considered include upvoting or downvoting comments, leaving a star review as part of a comment, and giving a rating for the post that was created (01:05:06).
- The development of these features is expected to be prioritized in the first quarter of 2023, with an estimated start time of February, and will be released in smaller updates rather than all at once (01:05:29).
- The goal is to create a more rich Community Forum environment, with a focus on integration, speed, and security, and to release updates quickly rather than waiting for everything to be completed (01:05:45).
- The suggestion to prioritize the development of the Community Forum capability was appreciated, and the plan is to break down the updates into smaller releases to facilitate quicker implementation (01:06:01).
- Other updates and examples, including lab updates and the use of other forms such as Typeform (service) and Dropform, will be covered in future webinars, and the replay of the current webinar will be available in the Facebook group (01:06:16).
- The translation feature is also a significant update, and viewers are encouraged to join the Facebook group and subscribe to the YouTube channel for more information and to participate in the free IPad giveaway (01:06:24).