Membership Training "6-Step Guide to Start Membership Websites" Join Live Webcast
Webinar Wednesday 180 <small>– June 5, 2024</small>

Key Topics:

  • 01:35 – Free iPad Giveaway
  • New Updates & Releases

  • 03:49 – DIGITAL PRODUCTS: Custom donations and recurring subscriptions
  • 06:44 – TAGS: In Admin, Create Custom Tags to Pin to Members
  • 10:05 – EMAILS: Email Outbox to see emails sent out from your website
  • 11:57 – POST COMMENT: Users get notified of new comments via email
  • 15:41 – 2FA VIA EMAIL: Secure admin login (soon)
  • 16:42 – BUSINESS DATA: Access millions of business records to populate your directory in just a few clicks! (soon)
  • Tip of the Week

  • 23:02 – Guest Presenter: Spencer Mercy
  • 23:13 – About Spencer
  • 24:35 – Introduction – Brilliant Setups
  • 25:16 – Case Study
  • 31:24 – Strategy 1: Introducing Upsells Into Your Pricing Strategy
  • 32:50 – Strategy 2: Bring Clarity on the Value Being Offered
  • 39:29 – Making Sure Each Website Section Delivers Value
  • 42:06 – Promoting Her Members and Products
  • 49:30 – Conclusion
  • Questions and Answers (with Spencer)

  • 51:00 – Categorization of vendors vs. practitioners?
  • 51:36 – Which post type was used for products?
  • 51:53 – What was the process for identifying paying points?
  • 53:23 – Breakdown of marketing strategies?
  • Questions & Answers

  • 55:11 – Gating members-only content: Members-Only Content add-on
  • 01:02:05 – Delete / Archive sent items from the outbox
  • 01:03:37 – Phone number formatting standards
  • 01:05:19 – Passwords Generator / Admin area
  • 01:06:15 – Product Vendors Classification
  • 01:13:53 – Identify not needed customizations and utilize standard features
  • 01:16:38 – Free Trial vs. Demo – Free Trial Period add-on
  • 01:18:53 – Free Trial with or without credit card
  • 01:20:32 –
Brilliant Directories Webinar Wednesday

AI-Generated Transcript – Please excuse any inaccuracies

Free iPad Giveaway 00:01:35

  • An iPad giveaway was held in the Brilliant Directories Facebook group.
  • Lars from Germany won the iPad Air.
  • Runner-up winners received lifetime website plans and Amazon gift cards.
  • Most prizes have been delivered, with a few exceptions.
  • The next giveaway may offer two iPads if 1,000 comments are reached on a post.
  • New updates and features are continuously added to the Brilliant Directories platform.
  • Webinar Wednesday showcases features that help grow the user's community.
  • Topics include increasing traffic, converting visitors to members, and revenue opportunities.
  • A Q&A session is available at the end for questions about membership websites.
  • The presenter mentions that the lab updates are significant and may deserve their own dedicated tip of the week in the future.

DIGITAL PRODUCTS: Custom donations and recurring subscriptions 00:03:49

  • Users can now donate custom amounts or set up recurring donations to the site.
  • Website owners can offer multiple recurring subscription options with different prices and cycles.
  • Website owners can now offer infinite and unlimited recurring subscription options.
  • With the member credits add-on, website owners can choose to grant credits after the initial purchase.
  • Website owners can choose whether members can use their existing credits towards a purchase or not.

TAGS: In Admin, Create Custom Tags to Pin to Members 00:06:44

  • Create custom tags in the admin area to organize members.
  • Assign tags to members to identify specific groups or attributes.
  • Use tags to create static smart lists for targeted communication.
  • Bulk actions allow for efficient tagging and untagging of members.
  • Future phases will include API integration and dynamic tagging based on user actions.

EMAILS: Email Outbox to see emails sent out from your website 00:10:05

  • Email Outbox feature allows you to see all system emails sent by your website.
  • You can view emails sent to leads, members, website visitors, and more.
  • Email Outbox tracks emails such as signup emails, review emails, payment due emails, and billing reminder emails.
  • You can see who an email was sent to and the exact content of the email.
  • Email Outbox provides information on email status, including delivered, opened, clicked, or bounced.
  • You can filter emails by status, such as unopened, clicked, spam complaints, etc.
  • Email Outbox is a valuable tool for website owners to monitor and analyze email communication.

POST COMMENT: Users get notified of new comments via email 00:11:57

  • Users can now follow posts via following comments.
  • Following comments requires a basic user account with a registered email address.
  • Users can choose to get notified via email for any new comments or only for replies to their comments.
  • Website owners can decide if they want to enable the follow comments button for each post type.
  • Upcoming features for post comments include upvote/like features and the ability for users to edit or delete their comments.

2FA VIA EMAIL: Secure admin login (soon) 00:15:41

  • Two-factor authorization via email will be available for admin logins.
  • This will add an extra layer of security by requiring a token upon logging in.
  • The feature will be released for website owners first and later for membership websites.

BUSINESS DATA: Access millions of business records to populate your directory in just a few clicks! (soon) 00:16:42

  • The "Business Data" feature allows users to search and import business listings into their membership sites.
  • Users can search for businesses by category, location, and preferred attributes.
  • Each BD site starts with 50 free record downloads, with the option to purchase credits for additional listings.
  • Users can customize imported members' membership plans, statuses, tags, and categories.
  • Importing records enhances the appearance and credibility of new membership sites.
  • The import process involves finding logos, geocoding records, and creating profiles for each record.
  • Once imported, the listings are added to the site, increasing its usefulness and resourcefulness.

Guest Presenter: Spencer Mercy 00:23:02

  • Spencer Mercy is the special guest presenter for the webinar.
  • Spencer is from Brilliant Setups, a third-party partner in the webinar host's marketplace.
  • Spencer has extensive experience working with business directory (BD) site owners.
  • He specializes in helping BD website owners create a holistic business plan for their directory and membership websites.

About Spencer 00:23:13

  • Spencer has been working on BD sites since 2019.
  • He has worked with many BD website owners on basic website setup, member journey, and business plan creation.

Introduction 00:24:35

  • Spencer Mercy is the founder and senior strategist at Brilliant Setups.
  • Brilliant Setups is an agency that helps businesses with strategy, implementation, and marketing for their Brilliant Directory platform.
  • They offer full-stack agency services, including development and marketing teams.
  • They also provide quick website setups.

Case Study 00:25:16

  • The Alternative Pain Treatment Directory, owned by Cindy Pein, aims to provide a platform for alternative pain treatment professionals and products that often face bans on other platforms.
  • The website's homepage prioritizes educating visitors about the brand, its value, and its content, rather than immediately directing them to a search.
  • A successful directory site tends to have a more niche or targeted market, allowing for better audience engagement and tailored content.
  • Cindy Pein focuses exclusively on alternative pain treatment and caters to different personas within that niche.
  • The website's redesign shifted from a search-centric approach to curating educational content that informs visitors about the brand and its services.
  • The text-heavy homepage is well-suited for the medical alternative pain treatment market, as visitors seek comprehensive information.

Strategy 1: Introducing Upsells Into Your Pricing Strategy 00:31:24

  • Introduced a $25/month subscription for practitioners to list their services as an alternative pain treatment practitioner or as a vendor to list their products.
  • Once practitioners or vendors are familiar with the brand and content, it becomes easier to upsell them to the $50-$60/month subscription.
  • Many practitioners and vendors want to advertise their products or services on the site, making the upsell more likely.

Strategy 2: Bring Clarity on the Value Being Offered 00:32:50

  • The pricing page should emphasize the platform's value and features to establish a connection with potential customers.
  • The "join page" should feature a video of the business owner introducing themselves and explaining their journey, followed by a description of the problems they solve for their customers.
  • Benefits should be highlighted rather than just listing features on the pricing page.
  • A free membership plan can effectively nurture potential customers and build relationships before they commit to a paid membership.
  • The buyer journey with a free membership plan typically starts with a landing page that focuses on the target audience's pain points and the benefits of signing up for the website.
  • Building relationships with potential members is crucial before focusing on paid content.
  • Including buttons in the dashboard for potential members to purchase or access additional content can increase sign-ups and sales.
  • Offering a free membership plan should be accompanied by a clear buyer journey that includes opportunities for members to upgrade or purchase additional content.
  • Providing options for potential members to book calls or meet for discussions can expedite the buying process, as people value personal connections.

Making Sure Each Website Section Delivers Value 00:39:29

  • Focus on 2-3 post types and provide a great user experience rather than listing all possible features.
  • Cindy adds a new article to her website every week based on industry trends and keywords.
  • She uses platforms like to identify trending topics and keywords.
  • Cindy also has an "Inspiring Stories" section where she shares positive experiences of practitioners with clients.

Promoting Her Members and Products 00:42:06

  • Cindy promotes her members through newsletters and social media, providing valuable content and building trust.
  • Newsletters and social media posts include links to her website, products, and professionals, improving user experience and search engine rankings.
  • Cindy creates articles for different types of pain alternative treatments, linking back to her website and promoting her members and products.
  • Spotlighting members through articles attracts new sign-ups and generates interest in the site.
  • The membership site owner focuses on content creation, planning, and learning from the industry to find the best strategies for her brand.
  • The site's homepage, pricing, and content promotion system are well-designed and effective.
  • Cindy has been using Brilliant Directories for several years and has seen success with her website.
  • The main focus was on optimizing the buyer journey, content, and marketing ideas, with minimal custom design work.

Conclusion 00:49:30

  • Free sales video course on buyer journeys available at
  • One-on-one consultation with Spencer can be booked at the link provided.

Categorization of vendors vs. practitioners? 00:51:00

  • Vendors and practitioners are two separate top-level categories with their own membership plans.

Which post type was used for products? 00:51:36

  • The products post type was used for vendors' products.

What was the process for identifying paying points? 00:51:53

  • Pain points were identified through industry expertise and understanding the problems the directory site aimed to solve.
  • For those less familiar with the industry, it's advisable to research competitors and identify the problem the directory site aims to solve.

Breakdown of marketing strategies? 00:53:23

  • The marketing strategies used for the site included organic search, PPC ad campaigns, social media, SEO, and newsletters.
  • LinkedIn was the most successful platform for the site, with a lot of professionals using it.
  • SEO is a long-term strategy, and is recommended for SEO improvement.
  • Social media marketing was done on Facebook, but LinkedIn was more successful.

Gating members-only content 00:55:11

  • Content can be filtered based on membership level, allowing different access levels to different content types.
  • Members-only content can be created, and specific members can be granted access to certain post types.
  • Users can be allowed to reach search results pages but not read the full article, encouraging membership upgrades for full access.
  • Gating information can entice users to sign up for higher membership levels or purchase a membership.
  • Custom code was implemented to enable members to view different information levels based on their membership status.
  • The body class of a signed-in user contains the user session and plan ID, which can be used to hide or show elements on the site based on membership level.
  • CSS can be used to hide or show elements based on whether a user is logged in and their membership plan.

Delete / Archive sent items from the outbox 01:02:05

  • Ability to delete sent items from the outbox is not currently available.
  • System emails are stored in the outbox for reconciliation of email usage.
  • An archive system for sent items could be a better solution.
  • An admin area to filter and organize different types of emails is suggested.

Phone number formatting standards 01:03:37

  • Phone number formatting standards vary depending on the country.
  • A feature to automatically format phone numbers based on the selected country code is suggested.
  • This would prevent users from entering phone numbers in incorrect formats.

Passwords Generator / Admin area 01:05:19

  • A password generator in the admin area is suggested for quickly adding new members.
  • An option to skip the password requirement when importing members from a CSV file is also suggested.

Product Vendors Classification 01:06:15

  • Spencer's product vendors are classified under a subcategory search, so they don't mix with professionals and don't have a dedicated search result page.
  • To achieve this, a top-level category is initially pinned to a category, and then the sub and sub-sub search is utilized, allowing users to skip the top-level category and directly search for professionals.
  • Alternatively, the search modules can be placed in the sidebar or other locations, omitting the top-level category selection, so it jumps right into subs and sub-subs for professionals.
  • Vendors can also be added as a menu item, directing users to their sub-sub page, where they have a similar profile structure to professionals, showcasing their products.
  • Employers are removed from any type of category to prevent them from appearing in general searches.
  • A simple way to differentiate vendors from practitioners in search results would be to add a menu option asking users what they are searching for.

Identify not needed customizations and utilize standard features 01:13:53

  • Check the Brilliant Directories blog or support center ( for a changelog of new and updated features.
  • The changelog is updated weekly and includes information on widget updates.
  • If a customized widget has been updated, consider disabling the custom widget and using the default functionality instead.
  • Disabling a custom widget does not delete it and allows you to easily re-enable it if needed.

Free Trial vs. Demo 01:16:38

  • Demos allow you to guide potential clients through your site, highlighting its best features.
  • Free trials allow potential clients to experience your product or service firsthand.
  • Both free trials and demos can be effective strategies for winning over potential clients.

Free Trial with or without credit card 01:18:53

  • The decision of whether to require a credit card for a free trial depends on the stickiness of your product or service.
  • If you are confident that users will want to continue using your product or service after the free trial, you may want to skip asking for a credit card upfront.
  • If your product or service is less sticky, you may want to require a credit card upfront to increase the chances of converting free trial users into paying customers. 01:20:32

  • Spencer mentions a free workshop or roadmap video available on
  • The video course covers topics such as the buyer's journey, introducing the brand to new visitors, and optimizing landing pages for sign-ups.
  • It delves deeper into marketing psychology and compelling users to take action on the website.
  • Huge Leap updates were shared, including the Business Data feature, which is expected to be released by the next webinar in June.
  • The Brilliant Directories Facebook group will post the YouTube live replay of the webinar.
  • Viewers are encouraged to join the Facebook group and subscribe to the Brilliant Directories YouTube channel.

The Elevator Pitch
Why Choose Brilliant Directories

We'll make it short and sweet:

  • We Know Membership Sites — We've taken care of all the heavy lifting so you can focus on growing your membership community and getting users signed up.
  • Access to Expert Support — We know you have questions... Our dedicated support team works 'round the clock to quickly resolve any technical issues.
  • Trusted by 30,000+ Websites — With over 10 years of experience, we understand the unique needs of online membership communities.
👋 Hello! Try the FREE DEMO
👋 See How It All Works...

Instant Access to All Features + See Your Idea Come Alive


Brilliant Directories has helped grow our company

We love BD. After using other website platforms for our business, BD has helped to grow our company in ways we couldn't have imagined. If you are serious about starting an online directory we highly recommend that you use BD. They have more settings and built-in tools than we initially thought - which helps tremendously. It's so easy that once you start your first project, you want to launch even more website ideas on the platform... You won't be sorry!

Clayton B. — Louisiana, USA Read More Reviews

Questions Before Getting Started?

We're always happy to chat about your goals and explain what comes with your Brilliant Directories website. Contact us or call to speak with a friendly team member now: +1-800-771-9332

Send a Message

Launch a Free Demo Website Below

  • Learn how to setup membership plans, connect your payment gateway and generate revenue
  • Tour the features that will help you manage your community and maximize productivity
  • Experience how members will view, edit and self-manage their personal accounts
  • Customize your demo site to match your brand
Safe & Secure. Try it free for as long as you like.

Try Free Demo – Instant Access


👋 Send A Message Below



Register FREE for instant access to start your website

Safe & Secure.

You’re Almost There!

Enter your email below to watch the webcast
“6-Step Guide to Start Membership Websites”

75% Complete

We hate SPAM and promise to keep your information safe.


Start 7-Day Free Trial – Full Access