Multi-Location

This document serves as a user guide for the multi-location interface of the Simply Be Found Marketing Platform.

Kindly note that the location information listed and used in this guide is for the purpose of creating a sample representation only and not reflective of any factual company information.

How to Log in to the Platform

Open your browser and in the URL box, type in multilocation.simplybefound.com and press enter.
The Simply Be Found login page will load on your screen. Please fill in the boxes with your registered email address and password.

Simply Be Found Dashboard

Once you are logged in, the page that will populate is your Dashboard. It would look like the image below. This is your Admin home page.

Your Dashboard consists of 3 Widgets:

    • Alerts and notifications widget
    • Location Health Score
    • Bulk Actions

Alerts and Notifications

This widget has notices and buttons that the admin user can click and complete. This list are the Active Alerts and Notifications from all locations. Basically, all items that needs the admin or users’ attention for response or review will be in this list.

The admin user can complete the items on this list one by one by clicking on the button related to it. Once the button is clicked, it will direct to its respective section and the admin can view more details or accomplish any needed action.

Location Health Score

This displays the summary of all the connected locations Health Score. It displays the following information:

Also, another feature of this Location Health Score summary is the admin can filter it to show All, Excellent Good, Fair or Bad by selecting the specific small filter option at the top right of the box.

Health Score Bar Graph Pop-Up

When any of the bars in the graph is selected, a pop-up will appear. In the example below, the 90% bar was selected.

As shown in the image above, the pop-up has an “Impersonate” button. If the button is selected, the admin will be directed to the single-user interface or dashboard of that specific location.

Bulk Actions

This widget displays the Bulk Actions that is available to the admin user. Currently there are 4 Bulk Actions available:

    • Create Bulk Post
    • Upload Bulk Photos
    • Create Bulk Offers/Coupons
    • Bulk Review Generator

 

Each Bulk Action has a “Create” button, Once selected, a pop up relative to the action selected will appear. Fill in the required information in the pop-up to accomplish a Bulk Action.

Adding Location

Filtering Sorting and Grouping

Filtering

As shown in the image above, filtering the locations can be done by clicking on the Filter dropdown menu. The locations can be filtered based on their groups that are set by the admin. The group name can be customized by the admin when they create it.

Sorting

There are three options to sort the post: “SEO Score”, “Outstanding Tasks” and “Scheduled Items”.

Grouping

There are two categories to Group the locations, once is by their “SEO Score” and the other is by their “Group” which only applies if there is a custom grouping created. In the image example below, the locations are grouped based on their SEO Score.

Locations List and Details

The Locations List displays all the locations under the admin user.

On this view you will see the following:

Locations View Button

When the “View” button is selected, it will open a new tab where that location’s single-user dashboard will load. From there, the admin user may access and utilize the single-user dashboard. See below for the image of the Single-User dashboard.

Admin user has a capability to switch from the current Single-User dashboard to another location’s Single-User dashboard. At the top left of the current platform, select the Locations drop down. From there, the admin user may select the next dashboard location to view from the drop-down list.

Comparing Locations

To compare locations, select the tick boxes before the location’s name. Once the desired locations have been selected, click the blue “Compare Locations” button at the top of the list. After doing that, a pop-up will appear. It will display the comparison of the selected locations. See image below for an example of how it would look like.   

As shown in the image above, the pop-up displays information about the compared locations. It includes the following:

    • Few checklists of the location
    • Its SEO Score
    • Number of Outstanding Tasks
    • Number of Scheduled Items

Simply Be Found Users

On the left side panel, select “Users”. This will immediately load the Users Page on your screen.

On this page is where the list of users can be found. At the top left are two buttons “Create User” and “Roles”. Also, there is a search box on the upper right side of the page. This feature will make searching for a specific user in the list more efficient.

Create User

On this page is where the list of users can be found. At the top left are two buttons “Create User” and “Roles”. Also, there is a search box on the upper right side of the page. This feature will make searching for a specific user in the list more efficient.

The New User Information form must be filled in with the following:

User List and Details

The Users List displays all the users under the admin user.                                 

The user’s list shows the following information of the user:

User Actionable Buttons

Choose Actions Drop-Down

This is the main drop-down menu of the Actionable buttons. Once selected, it will view the dropdown menu like the image below.

View Button

As shown in the example image above, the view button will load the User Information as follows:

Edit Button

This button directs to a form where the user information can be updated.

Once all the information has been updated, select “Update User” to save the changes.

Set Locations Button

This button directs to a form where the assigned location to the user can be updated. Once, selected, the list of all locations will appear. Tick the boxes of the appropriate location for the user and select “Set Location” to save selection or “Cancel” to disregard the changes.

Delete Button

When the delete button is selected, a pop-up as shown in the image above will appear. This is to ensure that no user will be accidentally deleted at one click.

Blue Arrow Down Button

This button After the “Choose Action” drop-down button will expand the user’s Phone Number, Last Login, and IP Address. See the image below for an example.

Simply Be Found Roles

On the left side panel, select “Roles”. This will immediately load the Roles Page on your screen.

In this view, the “Create Role” button is on the upper left, and the roles list and details is displayed below.

Create Role

When the “Create Role” Button is selected. It will load the page where the Roles and Permissions and Locations Permissions can be specified for a certain role. The two sections are shown in the images below.

Section 1: Create Role and Permissions

In this section, fill in the Role Name and Description boxes.  Once done, go ahead and select the Roles Permissions. There will be 8 drop-down options to select the role permissions for managing a certain feature, they are as follows:

As shown in the image above, each Role Permissions drop down has 4 buttons to turn on and off:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.

Section 2: Locations Permissions

In this section, you may select locations permissions for specific features for the Google Business Profile management.  Once done, go ahead and select the Roles Permissions. There will be 10 drop-down options to select the locations permissions for managing certain feature, they are as follows:

As shown in the image above, enabling all the permissions can be done quickly by turning on the “Enable All” switch button. On the other hand, if only specific permissions will be assigned to this role, customizing each item of locations permissions is preferred.

It is also something to note that the buttons in each feature listed in Locations Permissions varies.

For Business Hours Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.

For Business Information Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.

For Events Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.
    6. Schedule Event – When turned on, this role can schedule an event.

For Leads CRM Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.

For Offers Coupons Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.
    6. Schedule Offers – When turned on, this role can schedule an offer.

For Photos Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.
    6. Schedule Photo – When turned on, this role can schedule a Photo.

For Posts Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.
    6. Schedule Post – When turned on, this role can schedule a Post.

For Questions and Answers Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.
    6. Schedule Questions – When turned on, this role can schedule a Question and Answer.

For Restaurant Menus Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Send Notification – When turned on, this role can send notifications.

For Reviews Locations Permissions below are the buttons that can be specified:

    1. View – When turned on, it means this role can view this specific feature.
    2. Create – When turned on, this role can create in this specific feature.
    3. Edit – When turned on, this role can edit and modify in this specific feature.
    4. Delete – When turned on, this role can delete and modify in this specific feature.
    5. Schedule Review– When turned on, this role can schedule a Review.

 

Once both Section 1: Roles and Permissions and Section 2: Locations Permissions has been decided and customized, at the bottom of “Create Role” page are the following buttons:

Select the “Create Role” to save your selections or “Cancel” to discard them.

Roles List and Details

The Roles List displays all the Roles created.

 The roles list displays the following:

Roles Actionable Items

Edit Button

When the Edit button is selected it will load a page where the Roles Permissions and Locations Permissions can be updated. Basically, it will load back to the “Create Role” sections discussed prior to this part except for the buttons at the bottoms are as below:

To apply the updates, select the “Update Role” button or the “Cancel” button to disregard the changes.

Delete Button

When the delete button is selected, a pop-up as shown in the image above will appear. This is to ensure that no role will be accidentally deleted at one click.

Simply Be Found Inbox

On the left side panel, select “Inbox”. This will immediately load the Inbox Page on your screen.

On this view, the sorting, filtering, and search box is at the top. Below it is the list of all inbox items or notifications for the following:

Sorting and Filtering

Sorting

The items in Inbox can be sorted by:

Filtering

The items in Inbox can be sorted by:

Inbox List and Details

The Inbox List displays all the items/notifications about Review Monitoring, Leads and Scheduled posts from all locations. As shown in the example image below, the unread/unviewed items will be on the highlighted space at the top of the list.

Below the highlighted space are the remaining items that were already viewed. 

Inbox Actionable Buttons

There are 3 buttons in Inbox that initiates an action.

Respond Button

The respond button is available in the Review Monitoring Items.

View Leads Button

This button is available to the Leads/CRM Items.

See Response Button

This button is available to the Scheduled Posts Items.

Simply Be Found: Bulk Posts

Simply Be Found: Bulk Photos

Simply Be Found: Bulk Offers and Coupons

Simply Be Found Calendar

On the left side panel, select “Calendar”. This will immediately load the Calendar Page on your screen.

In this view, the calendar will show all the scheduled posts, photos, events, and offers/coupons.

Filtering

Calendar List and Details

The Calendar details will show the current calendar month. On dates that there are scheduled Posts, Events, Photos or Offers and Coupons, the strip with item name and number will be shown. See image above for an example.

Also, on the calendar, notice that there is a number before the name of the strip. This number indicates the number of locations that the certain item in that strip will be posted.

Calendar Actionable Buttons and Clicks

*insert an image example here*

When a certain strip on a specific date is clicked, for example, the post strip on the 16th is clicked, there will be a pop-up that shows the list of locations where that post will be published at the scheduled time. There is also an option to edit the post for a specific location. By clicking on the “Edit” button of that location, a pop up will appear. From there, the post details/caption, scheduled publish date, Call-To-Action if applicable, where to post it and location can be updated.  

Note: The scheduled items follow the computer time zone per location.

*Insert an image example here*

When the date itself was selected, there will be a pop-up that shows all the items scheduled to publish for that date whether it is events, photos or posts or offers.