Getting started with a multi-location business

When your business is established in a variety of locations with a unique listing for each, generating reviews through a single landing page may not provide you with the data you need.  You the ability to generate, monitor, market, and report on the reviews for each individual location through what is known as a Mutli-Location Business. You may have different managers in charge of the reputation for each location and an executive team that wants a company-wide view of review performance. This feature gives you the ability to see how each location is doing on its own, but will also give you an overall rating for the entire chain. You can create Multi-Location Profiles to manage your reviews under one Parent Profile. Each Child Profile comes with its own set of features, allowing for review management at a company wide and individual location level.

In This Article:

• Setting Up a Multi-Location Profile
  • Adding Profiles
  • Bulk Add Locations
• Parent Profiles
• Editing Profiles
  • Editing Parent Profiles
  • Editing Child Profiles
• URL Settings

Setting Up a Multi-Location Profile

First, create a new profile for one location of your business as you would any other. You can add in details now or later.

Once a business has been created, complete the following:

1. Select the business profile you would like to convert to a Multi-Location Profile.
   • In the upper left of your screen, select the title of the box with the magnifying glass
   • Select a business profile from the dropdown
2. Navigate to Dashboard > Funnel > Links.
3. Under Business Location Info select “Convert to Multi-Location“
4. An Attention! window will appear asking you to confirm your decision. Select “Confirm.”

Once you have selected “Confirm” you will be directed to the Parent Profile of your Multi-Location Dashboard where you can start adding profiles to your new Funnel/ Landing Page. The profile you converted is the first “child profile” on the list.

Adding Profiles

The main feature of a Multi-Location profile is that you are able to stack additional businesses under one Parent Profile. To add more “Child Profiles” to this top profile perform the following:

1. Select the Parent Profile you want to add a child profile to.

• In the upper left of your screen, select the title of the box with the magnifying glass.
• Select the Parent Profile from the dropdown.
  • The Parent Profile will be blue and the child profiles will appear as black.

2.  Navigate to Dashboard > Funnel > Links.

3. Under “Review Profiles” select the “+Add a Profile” button.

4. In the new window that appears fill out:

• Page Title: Name of the Child Profile / Business Profile you are creating.
• Shortame: the shortname will become the webpage address of your review funnel landing page.
• Internal ID: an ID that can be assigned to the profile for internal tagging purposes.
• Language: English, Spanish, French, German, Danish, Dutch, Polish, Italian, Portuguese, and Romanian.
• Copy content from another page?: This option will allow you to copy over the text and format of an existing profile to your new profile.

5. Select “Submit.”

Bulk Add Locations

If you are dealing with a large number of locations, adding each one manually can be time consuming. As a result, you are provided an option to upload the locations in bulk through a CSV/XLSX file.

To add locations in bulk through a CSV/XLSX file, perform the following:

1. Select the Parent Profile you want to add a child profile to.

• In the upper left of your screen, select the title of the box with the magnifying glass.
• Select the Parent Profile from the dropdown.
  • The Parent Profile will be blue and the child profiles will appear as black.

2.  Navigate to Dashboard > Funnel > Links.

3. Under “Review Profiles” select the “Upload CSV/XLSX” link.

4. In the new window that appears select “Upload Csv Xlsx” and browse to your file location.

• There are two additional check boxes here that you can fill out based on your preference:
  • Auto-find location listing from business name, postal code, and phone?: this option runs the “Connect Location” process for each uploaded business location.
  • Upload specific links for profiles from file?:  this option allows you to include links to your site listings in your CSV/XLSX file.

5. Organize Columns.

• Move the options from the “Columns from file” column to the “Expected for upload” column.

6. Select “Continue to Upload.”

Parent Profiles

Multi-location profiles aren’t simply tools for easy grouping and organization. The top-level profile, or “Parent Profile,” gives you a few features that make it easier to handle customers and data in aggregate:

• Reports generated on the Parent Profile can cover all locations in aggregate and individually.
• The Parent Profile’s email campaign will send customers to the Parent landing page.
• Recipient lists uploaded to the Parent Profile can be auto-sorted by location.
• The Parent Profile’s Reviews tab displays review and customer feedback data in aggregate.
• The Parent Profile review stream widget will display reviews from all locations.
• The Parent Profile landing page widget will show the Parent Profile landing page.
• The ability to receive notifications from all Child Profiles in the “Notifications” area.

A few elements haven’t changed in the Links tab: you can still setup your notifications and social media buttons.

yoururlhere.com/chainstore

Each individual location’s shortname will be added to end of the above url, e.g.

yoururlhere.com/chainstore/atlanta