lo al usiness getting started guide · 2020-02-24 · v e r s i o n 0 1 0 , f e b r u a r y 2 4 , 2...

V e r s i o n 0 1 0 , F e b r u a r y 2 4 , 2 0 2 0 P a g e | 1

LOCAL BUSINESS GETTING STARTED GUIDE

The confidential information contained in this document is strictly for the use of prospects evaluating whether to enter

into a business relationship with Nearby Now and existing customers in pursuing an ongoing business relationship with

Nearby Now. This information shall not be used by any party in the development of any products, services or technology

for its own account or for the account of a third party.


1 Contents

1 Contents .................................................................................................................................................................................... 2

2 Is this Guide for You? ................................................................................................................................................................. 3

3 Storefront Registration & Setup ................................................................................................................................................. 4

Basic Storefront Setup .............................................................................................................................................................. 4

Google Maps API Key................................................................................................................................................................ 5

Intelligent Review Routing ....................................................................................................................................................... 6

Invite Users ............................................................................................................................................................................... 6

User Registration ...................................................................................................................................................................... 8

Checkin and Review Request Training ...................................................................................................................................... 8

4 Activate Site Integration ............................................................................................................................................................ 9

1.1 WordPress Site Integration ...................................................................................................................................................... 9

Joomla Site Setup ................................................................................................................................................................... 15

Site Setup through the API ..................................................................................................................................................... 19

5 Monitor ................................................................................................................................................................................... 20

1.1 Monitor Team Checkin Engagement ...................................................................................................................................... 26

6 Maintain .................................................................................................................................................................................. 30

1.1 Coach Staff.............................................................................................................................................................................. 30

Maintain Site .......................................................................................................................................................................... 30

7 Storefront Account Subscription Changes ................................................................................................................................ 31

Preparing to Make a Subscription Plan Change ..................................................................................................................... 31

Upgrading an Account ............................................................................................................................................................ 33

Downgrading Your Account .................................................................................................................................................... 35

Changing Billing Information .................................................................................................................................................. 37

Changing Subscription Plan .................................................................................................................................................... 38

Viewing Your Current Subscription Plan................................................................................................................................. 40

8 Key Terms ................................................................................................................................................................................ 41

1.1 Storefront Account ................................................................................................................................................................. 41

User Account .......................................................................................................................................................................... 41

User Roles ............................................................................................................................................................................... 41

Checkin ................................................................................................................................................................................... 42

Reviews/Review Request ....................................................................................................................................................... 42


2 Is this Guide for You?

This guide is intended to provide the steps for implementing Nearby Now for your local

business. Read on if you are ready to sign up and deploy Nearby Now to power your organic

local brand building for your business online.

This guide would not be the right place for you to start if:

1. You’re not already sure you want to sign up for Nearby Now – to learn more, go to

http://nearbynow.co.

2. You’re an agency, web development company, or hosting company that plans to

implement Nearby Now on behalf of clients. To learn more about reseller options, go

to http://nearbynow.co. If you are already a reseller, consult the Nearby Now Getting

Started Guide | Reseller’s Edition.

3. You plan to implement Nearby Now for multiple locations nationally or regionally. To

explore the options for pricing and implementation for brands and other multi-location

businesses contact [email protected].

http://nearbynow.co/

http://nearbynow.co/


3 Storefront Registration & Setup

Basic Storefront Setup

Follow the steps below to create your Storefront Account, signup for your trial and setup

billing information, and invite your initial set of User Accounts.

1. Go to http://www.nearbynow.co/Pricing

2. On Plans and Pricing page, click SELECT PLAN under SEO Pro.

3. On Thank you for choosing the SEO Pro plan dialog, enter your email address and click

REGISTER NOW.

Please note that this email address will become the username for the User Account that will be

Owner of this Storefront Account

4. Open your inbox for the email you entered above.

5. In your email inbox, open the email entitled Welcome to Nearby Now.

http://www.nearbynow.co/Pricing


6. In the Welcome to Nearby Now email, click Verify and Configure Your Nearby Now

Account.

7. On the Welcome to Nearby Now! page, fill in all of the information and click Complete

registration to finish your Storefront Account registration.

Please note that the password you create in this step will become the password for the User

Account that will be Owner of this Storefront Account. For more about User Accounts, User

Roles, and Storefront Accounts see Onboard Your Employees

You can invite additional users to your storefront account at any time after you have

completed Storefront Setup and Registration.

Google Maps API Key


A Google Maps API Key provides client specific access to the Google Maps API used to serve

the following on a website that has been integrated with Nearby Now:

service area maps with checkin and/or review locations (through the Google Maps

JavaScript API), and

static maps accompanying reviews (using the Google Static Maps API).

Google applies rate limits – caps to the number of requests you may make to the Google Maps

API – for sites that call the API, and every site that is integrated with platform to display

checkins, reviews, and/or service area maps will leverage the Google Maps API automatically.

You should follow these directions to create a Google Maps API Key:

https://admin.nearbynow.co/training/API/google-maps-api

You can apply the Google Maps API Key at one of two levels:

at the individual client storefront level – to do so, insert the Google Maps API Key into

the appropriate place in the Company Profile for your client;

at the agency level – which will serve as a fall-back Google Maps API Key for every one

of your clients that does not have one assigned individually. To apply a Google Maps API

Key at the agency level, please create a key, then send that key to

[email protected] with a request to make that key the fallback key across your

entire agency.

Intelligent Review Routing

Intelligent Review Routing focuses the review process to maximize Google My Business

reviews, Facebook reviews, or a mix of both instead of native Nearby Now reviews.

Google My Business: To learn more about how Intelligent Review Routing works for

Google My Business and get step-by-step instructions to enable it, checkout this blog

post.

Facebook: To learn more about how Intelligent Review Routing works for Facebook and

get step-by-step instructions to enable it, checkout this blog post.

Invite Users

https://admin.nearbynow.co/training/API/google-maps-api

http://servicepros.nearbynow.co/supercharge-your-google-my-business-reviews/

http://servicepros.nearbynow.co/supercharge-your-google-my-business-reviews/

http://servicepros.nearbynow.co/supercharge-your-facebook-reviews/


1. Go to http://admin.nearbynow.co/. Enter the Email Address and Password for the

Owner User Account, or any user account that has Admin privileges. Click Login.

Can’t remember your password? Click Forgot your password? to reset your password.

Not sure which User Account is the Owner? Check with whoever created your Nearby Now

Storefront Account – the User Account that created your Storefront Account is automatically the

Owner.

2. Click Team on the left.

Don’t see the menu on the left at all? Click the icon to expand the left menu.

Do you see the left menu but don’t see the Team option? You’re are logged in with a normal

User Account – log out and log back in with the Owner User Account or an Admin User Account.

3. On Team page, click Invite Users.

4. On the Invite one or more users to join the team dialog, enter the email addresses for

any additional User Accounts you would like to add at this time and click Send Invite.

Please note that the email addresses you enter here will receive an email invitation right away –

if you want to hold off on sending invitations you can enter the email address with which you

are logged in only at this stage and you can invite additional users later.

http://admin.nearbynow.co/


User Registration

Provide, or review, the User Account Registration Walkthrough guide with new users you

invite to provide them all the help they may need in completing registration of their user

accounts, download and installation of the mobile app, and first-time login to the mobile app.

Checkin and Review Request Training

Provide, or review, the Checkin and Review Request Walkthrough guide with new users you

invite to provide them all the help they may need on how to checkin and request reviews

through the mobile apps or the admin portal.

For recommendations on how checkins might be structured, and best practice

recommendations for review requests, provide or review the Review and Checkin Best Practices

guide.

If you would like to see details on what your reviewers will see when you request a review,

please see the Reviewer Experience Walkthrough.

https://goo.gl/a3dwW1

https://goo.gl/5iHtd4

https://goo.gl/roPorh

https://goo.gl/Z1ihgC


4 Activate Site Integration

You can activate your site integration at any time after you have completed Storefront Setup

and Registration.

Integrating Nearby Now with your own web site offers you direct, local, organic search

benefits of every checkin you create, and every review you secure.

If your site is on Joomla or WordPress, you can integrate through our easy-to-use plugins. If

you are on any other content management system, you can integrate through our API.

1.1 WordPress Site Integration

If you’re not familiar with the basics of WordPress site administration, including finding,

installing, and activating plugins, please secure the assistance of your site administrator.

Get Your Nearby Now API Token






Owner.

2. Click Settings on the left.




3. Click API tab in the middle.

Don’t see the API tab? You’re are logged in with a normal User Account – log out and log back in

with the Owner User Account or an Admin User Account.

Do you see the API tab, but can’t click it? You haven’t upgraded your account to SEO Pro. Please

have the Owner User Account upgrade your Storefront Account to SEO Pro in order to continue

with site integration.

4. Copy all of the text that appears under Your API Token in red, on a light red

background, and hold onto it for the next step

Install the Nearby Now Plugin

1. Login to the WordPress admin dashboard for your web site with a user account that

has WordPress Super Admin or Admin privileges for your site.

The login URL will typically be yourdomain/wp-login.php where yourdomain is the your own

domain including the top level domain, for example: wordpress.org/wp-login.php or

servicepros.nearbynow.co/wp-login.php.

Not sure about anything in these steps? Please secure the assistance of your WordPress site

administrator.

2. Click on Plugins in the left menu.

Don’t see the Plugins option? Please secure the assistance of your WordPress site administrator.


3. On Plugins page, click Add New.

For more about Managing Plugins in WordPress, go to

https://codex.wordpress.org/Managing_Plugins

4. On the Add Plugins page, search for Nearby Now

a. For more about the Plugins Add New Screen in WordPress, go to

https://codex.wordpress.org/Plugins_Add_New_Screen

https://codex.wordpress.org/Managing_Plugins

https://codex.wordpress.org/Plugins_Add_New_Screen


5. On the Add Plugins page, find Nearby Now Reviews and Audio Testimonials in your

search results and click Install Now

6. On the Installing Plugin page, after plugin installation is complete, click Activate Plugin

7. On the Installing Plugin page, after plugin activation is complete, mouse over Settings

in the left menu then click on Nearby Now


8. On the Nearby Now Settings page, paste your API token (which you copied above in

Get Your Nearby Now API Token) into the box labeled API Token and click Save Settings

9. Success! You have completed installing, activating, and configuring your Nearby Now

plugin on your WordPress site.


Page or Post Setup

After you have installed, activated, and configured the Nearby Now plugin on your WordPress

site, you can add shortcodes to call your Nearby Now content to any page or post.

We recommend adding the shortcode to a page or post for every city in which you have at

least one checkin or review, and even if you have only one. We recommend waiting until you

have at least one checkin before you add the shortcode to a page.

You can add the shortcodes to existing pages or posts, or to existing pages or posts. The

content retrieved by the shortcode will display on your page or post right where you add the

shortcode.

If you’re not familiar with the basics of WordPress site administration, including creating and

editing posts and pages, please secure the assistance of your site administrator.

Add Nearby Now Shortcodes to Your Pages or Posts

1. Add the following shortcode within the body of the post or page on which you would

like your Nearby Now content to appear. Replace STATE with the appropriate state

name, and replace CITY with the appropriate city name. This shortcode configuration

will give you a service area map centered on this city, the most recent checkins from

within this city, and the most recent reviews from within this city.

[serviceareareviewcombo state="STATE" city="CITY"]

Please ensure that you add the shortcode in the Text editing view of your page or post, not the

Visual view. In the Text editing view, you will be able to see your HTML tags and other

information exactly as they are written – and this will help ensure that your shortcode does not

get altered by the editor.

Beyond any integration with Nearby Now, please ensure you follow all the SEO best practices

advised by your SEO advisor of choice, for such things as page URL's, title tags, meta page

descriptions, and more. Effective SEO practices are critical to getting the most of using Nearby

Now.

Please note that there are a wide variety of additional options for this shortcode, and there are

also alternative shortcodes to show just a map and reviews, or just a map and checkins. To learn

more about all of the options, please visit: http://servicepros.nearbynow.co/plugins/wordpress-

plugins/

https://make.wordpress.org/support/user-manual/content/pages/

https://make.wordpress.org/support/user-manual/content/posts/

http://servicepros.nearbynow.co/plugins/wordpress-plugins/

http://servicepros.nearbynow.co/plugins/wordpress-plugins/


Joomla Site Setup

If you’re not familiar with the basics of Joomla site administration, including finding, installing,

and activating plugins, please secure the assistance of your site administrator.

Get Your Nearby Now API Token






Owner.











4. Copy all of the text that appears under Your API Token in red, on a light red

background, and hold onto it for the next step

Install the Nearby Now Plugin

1. If you are still logged into http://admin.nearbynow.co/ from the step above, please

continue to the next step. Otherwise, please follow the steps above to login to

http://admin.nearbynow.co/ with a user account that has Owner or Admin privileges.

1. Login to the Joomla admin dashboard for your web site with a user account that is

authorized to add plugins and create pages.












4. Click Joomla Plugin Information.

5. Follow the directions on this page to download, install and configurethe Nearby Now

Joomla plugin.

Not sure about anything in these steps? Please secure the assistance of your Joomla site

administrator.

6. Success! You have completed installing, activating, and configuring your Nearby Now

plugin on your Joomla site.


Page or Post Setup

After you have installed, activated, and configured the Nearby Now plugin on your Joomla site,

you can add shortcodes to call your Nearby Now content to any page.

We recommend adding the shortcode to a page for every city in which you have at least one

checkin or review, and even if you have only one. We recommend waiting until you have at

least one checkin before you add the shortcode to a page.

You can add the shortcodes to existing pages, or to existing pages. The content retrieved by

the shortcode will display on your page or post right where you add the shortcode.

If you’re not familiar with the basics of Joomla site administration, including creating and

editing posts and pages, please secure the assistance of your site administrator.

Add Nearby Now Shortcodes to Your Pages or Posts

1. Add the following shortcode within the body of the post or page on which you would

like your Nearby Now content to appear. Replace STATE with the appropriate state

name, and replace CITY with the appropriate city name. This shortcode configuration

will give you a service area map centered on this city, the most recent checkins from

within this city, and the most recent reviews from within this city.

{serviceareareviewcombo city=CITY|state=STATE}

Beyond any integration with Nearby Now, please ensure you follow all the SEO best practices

advised by your SEO advisor of choice, for such things as page URL's, title tags, meta page

descriptions, and more. Effective SEO practices are critical to getting the most of using Nearby

Now.

Please note that there are a wide variety of additional options for this shortcode, and there are

also alternative shortcodes to show just a map and reviews, or just a map and checkins. To learn

more about all of the options, please visit: http://servicepros.nearbynow.co/plugins/joomla-

plugin/

http://servicepros.nearbynow.co/plugins/joomla-plugin/

http://servicepros.nearbynow.co/plugins/joomla-plugin/


Site Setup through the API

You can integrate your Nearby Now content onto your site provided your site supports some

kind of server side scripting. Examples would include PHP, ASP.NET, and Ruby.

If you’re not sure whether your site supports a server side scripting language, are not sure

what a server side scripting language is, or are not comfortable writing/editing code for the

relevant server side scripting language, please secure the assistance of your site administrator.

The documentation for the Nearby Now content display API may be found here:

http://servicepros.nearbynow.co/plugins/api-integration/

https://en.wikipedia.org/wiki/Server-side_scripting

http://servicepros.nearbynow.co/plugins/api-integration/


5 Monitor

You will get great SEO and reputation benefits from Nearby Now if your team engages in the

platform effectively, and if your SEO and site design practices make them sing.

We also provide a variety of reports that can be setup to be pushed to you and your managers

to keep track of how your team is engaging in Nearby Now, to help you and them to manage

team engagement effectively. See the sections below for step-by-step instructions.

You and your SEO and site development advisors will be the experts on how to design and

build your site, how to optimize the site perfectly, and how to monitor and your SEO

performance. See Monitor SEO Performance below for some high-level recommendations.

You also have a live overview report you can check at any time, by logging in with a user who

has admin access and clicking Reports in the left menu:

1.1 Monitor Storefront Performance Month-Over-Month

The Storefront Performance report provides you with a top level view of team engagement

against weekly performance targets that you define. Color coding provides you an at-a-glance

view of how close they are to meeting your goals for number of checkins, number of review

requests, and number of review conversions both against the targets you set and as a

comparison to the previous month’s results. Red means that your team is more than 25% from


your target. Yellow means they are less than 25% and 10% or more from your target. And

green means you are less than 10% from your target.

You set a weekly checkin target for your team, and we will calculate performance against that

target on a monthly basis. Your review request target will automatically be set at the system

average of 40% of your checkin target, and your review conversion target will automatically be

set at 80% of your review request target. We will test your team’s performance against your

target for an Overall Target performance score, and show performance against the previous

month’s performance for a Overall Variance performance score.






Owner.

2. Click Reports on the left


Do you see the left menu but don’t see the Reports option? You’re are logged in with a normal


3. Click Storefront Performance



4. Click Set Weekly Checkin Target to set the typical weekly jobs you expect your team to

complete. Your storefront performance will be judged against this number: the

number of checkins expected, the number of reviews expected, etc.

5. Click Schedule to setup the pushed report

6. Choose:

Scheduled Report Name (we recommend "Monthly Storefront Performance

Report");


Report Frequency (we recommend Monthly);

Delivery Type (we recommend PDF, which will also include a link to the live

report);

Recipients (we recommend Custom e-mail list – you will be able to enter

whatever recipients you would like to receive the report).

Click Schedule to save the scheduled report;

7. Success! You have setup a report that will be pushed via email to the list you defined,

on the schedule you defined, that will provide tallies of your overall storefront

performance against the target you set.

1.2 Monitor Storefront Activity Month-Over-Month

The Storefront Activity report drills a level deeper, providing a detailed view of key activity

metrics for your team.

Checkin data will show you not just the raw counts of checkins, but will also give you insights

into the average number of words per checkin and photo/video inclusion stats.

Review request drill downs also provide detail on the number of bounces and conversions to

help you tune team performance.

And your third-party referral stats will help you understand how many potential reviewers

make the choice to click out to the third-party review sites you choose to include in your

review process.








Owner.





3. Click Storefront Performance



5. Choose:

Scheduled Report Name (we recommend "Monthly Storefront Activity Report");



report);






on the schedule you defined, that will provide you detailed stats for your team’s

performance and compare those against the previous month.

1.3 Monitor Team Checkin Engagement






Owner.





3. Click Team Check-ins



4. Set the time period you would like to monitor by clicking the date picker, then choose

a time period (we recommend Last Month for monthly monitoring)


6. Choose:

Scheduled Report Name (we recommend "Monthly Team Checkin Report");



report);






on the schedule you defined, that will provide tallies of your team's checkin activity

over the period you defined.

1.4 Monitor Team Review Requests Engagement

Use the Team Review Requests report to monitor review performance – requests, response

rate, and more.

To set it up, follow the same directions as in the section above, but choose Team Review

Requests on the Reports page to setup. We recommend naming this report: “Monthly Team

Review Requests Report”).

1.5 Monitor City Activity

Use the City Activity report to monitor your active cities, which tells you which new cities will

need new city pages.

To set it up, follow the same directions as in the section above, but choose City Activity on the

Reports page to setup. We recommend naming this report: “Monthly City Activity Report”).

1.6 Monitor Team Leaderboard


Use the Leaderboard report to monitor your team’s stack-ranked review request performance,

which is very helpful if you are offering performance incentives or congratulations.

To set it up, follow the same directions as in the section above, but choose Leaderboard on

the Reports page to setup. We recommend naming this report: “Monthly Leaderboard

Report”).


6 Maintain

1.1 Coach Staff

Check the scheduled pushed reports you created on a monthly basis. Coach team members

who are underperforming, and recognize your good performers.

In particular, look for the following:

Monthly Team Checkin Report:

Check the quantities of checkins for each team member to ensure your team is posting

as often as you've directed.

Monthly Team Review Leaderboard:

Check the quantities of review requests for each team member to see if they are

requesting reviews as often as you've directed

Check average rating to see if any individuals are averaging significantly lower than their

peers.

Monthly Checkin Quality Report:

Spot check the content of your teams' checkins. Watch, in particular, for repeated

identical checkins, extremely brief checkins (less than a sentence), or irrelevant

checkins.

Maintain Site

Check for new service cities on the pushed Monthly City Activity Report you setup above.

Identify cities that are showing activity in this report, but for which you do not yet have city

pages.

Add the appropriate shortcodes to existing pages and posts, or add new pages and posts, to

reflect newly active cities. Go to Page or Post Setup for more information.

Ensure that your site and each of the pages and posts continues to apply the SEO practices

recommended by your SEO expert advisor of choice.


7 Storefront Account Subscription Changes

Clients are responsible for all billing-related changes for their account including: upgrades,

downgrades, and cancellations.

Preparing to Make a Subscription Plan Change

Overview

Follow these steps to start the process of making any subscription plan paying status change –

including upgrading, downgrading, canceling, and changing billing information.

Process


Owner User Account (the user account you used to create this storefront account).

Click Login.


Not sure which User Account is the Owner? Check with whomever created your Nearby Now

Storefront Account – the User Account that created your Storefront Account is automatically

the Owner.

2. Double check that you are logged into the storefront account that you wish to

downgrade by going to the menu in the upper right next to your user avatar, and

checking that the correct client storefront account name is listed. If you are not in the

correct client storefront account, or are not sure if you are, please:

Click the menu in the upper right and choose Change Storefront

On the Storefronts page, find the appropriate client storefront account in the list,

or by searching in the box labeled Search My Storefronts, and click the name of

the appropriate storefront account to switch to it.

3. Go to Settings in the left menu.



4. Go to the Company Profile tab, scroll to the bottom of the page to the green Billing

section.

No green Billing section. If you do not see a green Billing section like the

ones shown below, then you are not logged in

with the correct user account. You must login

with the Owner User Account (the user account

you used to create the storefront account).

Not sure which User Account is the Owner? Check with whomever created your Nearby Now Storefront Account – the User Account that created your Storefront Account is automatically the Owner.

If this section is blank, as shown at the left, then

this storefront account is currently in non-paying

status.

Click on one of the options below to continue:

Upgrading an Account

If this section shows a Plan name, plan Amount,

and plan Start Date, as shown at the left, then

this storefront account is currently in a paying

status.

Click on one of the options below to continue:

Downgrading Your Account

Changing Billing Information

Changing Subscription Plan

Viewing Your Current Subscription Plan


Upgrading an Account

Overview

Moving an account from non-paying status to paying status.

Process

1. Follow the steps under Preparing to Make a Subscription Plan Change to login with the

correct user and ensure you have switched to the relevant storefront account.

2. On the Company Profile tab, scroll to the bottom of the page and click on Change Plan.

3. On the Pricing page, click Choose Plan beneath SEO Master or SEO Pro.

4. On the Change Plan page, enter your credit card information and click Change Plan.

a. Please note that the prices shown on this page will reflect your agency discounted pricing.


5. Your upgrade is complete!


Downgrading Your Account

Overview

Moving a client storefront account from paying status to non-paying status.

Process



2. On the Company Profile tab, scroll to the bottom of the page and click on Cancel

Account.

3. On the Deleting Your Account page, enter the email address for the user account with

which you are logged in in the box labeled your email address, then click Delete my

account to complete the cancellation process.

4. Your downgrade is complete – your client storefront account is no longer being billed.

Please note that you can continue to access this downgraded account although the


features associated with paying status will no longer be accessible. You can also choose

to upgrade this account again in the future.


Changing Billing Information

Overview

Changing the credit card on an account that is currently in paying status.

Process



2. On the Company Profile tab, scroll to the bottom of the page and click on Update

Billing.

3. On the Change Billing Info page, enter the different credit card information and click

Change Billing Info.

4. You have completed changing your credit card information.


Changing Subscription Plan

Overview

Changing from one membership plan -- for example, SEO Pro--to another--for example, SEO

Master.

Process



2. On the Company Profile tab, scroll to the bottom of the page and click on Change Plan.

3. On the Pricing page, click Choose Plan beneath SEO Master or SEO Pro.

Please note that Your Current Plan will be displayed beneath whichever pricing plan is currently

in force.


4. On the Order Review page, click Change Plan to confirm your change.

Please note that the prices shown on this page will reflect your agency discounted pricing.

5. Your membership plan change is complete.


Viewing Your Current Subscription Plan

Overview

To see current subscription plan and price for a your storefront account, please follow these

steps:

Process



1. The current subscription plan information will be in the green Billing box.


8 Key Terms

1.1 Storefront Account

Your Storefront Account represents your business on Nearby Now.

User Account

User Accounts provide individual users with access to the platform through access to

Storefront Accounts.

Simply put, User Accounts represent people on Nearby Now.

User Roles

User Roles determine the privileges for each User Account within each Storefront Account.

The key roles for this guide are:

1. Owner

The user who created a Storefront Account is automatically designated the Owner

- and the Owner automatically also has all Admin role and normal User role rights.

For each Storefront Account, there is one and only one user with the Owner role

and that user is the only user who has the right to see and change billing

information.

Changes to Owner status need to be requested through Support.

2. Admin

Admin user role privileges include: add/remove storefront users, add/remove

admin rights, add/remove Integration Access rights, add/remove Reports Access

rights, change company NAP information, enable/disable storefront integrations

such as Facebook and Twitter, modify other company settings, and access

reporting.

Admin user role privileges in a normal Storefront Account are enabled/disabled by

other Admin users for that Storefront Account in the Team view or the Edit User

view.

mailto:[email protected]?subject=Storefront%20Owner%20Role%20Change%20Request%20(please%20identify%20Storefront%20Account,%20and%20the%20User%20Account)


3. Normal User (normal Storefront Account):

Normal User role privileges in a normal Storefront Account include: publish

checkins and request reviews through the admin portal, full use of the mobile

application including publishing checkins and requesting reviews, changing their

personal profile information including password and avatar.

Normal User role privileges in a normal Storefront Account are enabled/disabled

by Admin users for that Storefront Account in the Team view or the Edit User

view.

Checkin

Checkins are one of the two core types of content that you, your team, and your clients will

generate through Nearby Now (the other is Reviews). A Checkin is a keyword-rich brief

description of a job, sale, service, or other customer interaction. They can include media

(photos today, and currently in beta, videos) and carry detailed location information to

provide you with local organic benefits for each and every Checkin.

Checkins can be published from the field using our Android and iOS mobile apps, from

anyplace you have access to a web browser using our admin portal, and through our API if you

create an integration.

Reviews/Review Request

Review Requests are sent from the same places that a Checkin can be sent from – our mobile

apps on iOS and Android, or from anyplace you have access to a web browser. Review

Requests send a link to your customer to provide you a Review – and you can choose to send

that review via SMS (by providing the customer’s cell phone number) or via email (by

providing the customer’s email address).

lo al usiness getting started guide · 2020-02-24 · v e r s i o n 0 1 0 , f e b r u a r y 2 4 , 2...

Documents