Video Transcription

Oh, hello. Welcome to another edition of Tech Tuesday, presented by Delta Media Group where it's not the clown we have a problem with, it's that balloon man. I'm told that down here we all float. Today, we're going to jump into the DeltaNet and take a look at the customer view system. We've added some new things to it, but mainly I wanted to go over this video again because it's been awhile and we haven't really taken a look at the customer reviews system. We've made a handful of changes to it, so I wanted to give you an updated look at it. So, let's jump into the DeltaNet and take a look.

To get to customer reviews, we're going to scroll down here to marketing and reviews. There we go. From here, this is our main customer reviews interface. You have here, any review that needs reviewed will show up under this tab. You can see right now we don't have any, but we will in a moment. The next thing we have is approved. These are all the ones that we've gone in and approved before, along with a link to where our customer reviews page is on the website so that we can get there quickly and see what they look like there. And lastly, any that we've disapproved.

The way the system works is if you are allowing the submission reviews on the reviews page itself, if one of your customers goes there and submits a review, you'll get an email that notifies you that you have a pending review. Then you can go in here, the link, well actually the email itself that notifies you will have a link in it that'll take into this page where you'll see that review under needs reviewed and you can approve it. Let's go ahead and create a review. We're going to add one manually through the backend here cause we can do that.

We'll click on add new review. First name, you don't really need a last name. First name is really all that's required in here. Email address you can also put in, but again is optional. You can determine how you interacted with this client. They have the same option if they submit the review on the public side. We'll say, buying, and then I could also mark them as a commercial client. That is a relatively new option there. If you're less interested in buying or selling and just want to indicate that this was a commercial client, you can do that. Star rating if you have that system turned on, there is a switch under settings to turn that on or off. If it is turned on, you must put one in here. So, five stars of course.

We'll go ahead and put it on our review, and then we can put in the submission date. Now, the significance of the submission date is, you can choose whether or not you show this on the public side. If you are showing it, you'll want to set it to whatever date they actually submitted it or it'll set itself to the current day, so you can just leave it on the current day if you want. The reviewers will sort themselves on that page by their submitted date. Now, you can also turn this off. Let's say you're entering a lot of old reviews or you're moving to our platform and you have a lot of reviews elsewhere you're putting in here manually, you don't have to put these dates on them and you don't have to display the dates.

For now we'll just go ahead and leave it on the current date but if I wanted to change it, I would click there and get my calendar here. One cool thing about this calendar is I can click on the month, and you can see it spreads out to months and then I can click on the year and I could spread out to years. It's an easy way that I can jump to dates that might've been a couple of years ago, a few months ago, things like that. I think that is actually specific to Chrome though.

Once your reviews all set, we'll hit save. That saves the review. Then in this case, there we go, you can see that it automatically jumped over to approved. That's happening because of a company wide setting or a company level setting that is setting reviews that are over four stars to automatically be approved. If that were turned off, that review would've dropped into needs approved, or needs reviewed and we would've had an option to edit it, approve it or deny it.

If we go over here you can see, we can now disapprove any approved review, which would move it over to disapproved over here, and now it's a disapproved or we can edit it. If I click on edit, we now now have the options to change that review. Or, I can delete it. If I go back to disapproved, I have that delete option to, and I also have that under approved. You can see there's a lot of control in here where you could change the reviews up a little bit if you need to, you can move them back from approved and disapproved as you choose. The idea is that if the company level setting isn't set to auto approve these, it won't actually post anything till you go in and actually approve it. By post anything I mean show up publicly and your review system. That's the gist of the creation of a review and how you'll interact with reviews that come in through natural means.

The next thing, we'll go over here under settings and you can see we have a handful of system settings specific to our review system. From here I have a public header. This is what'll show up at the top of the reviews page. We have this full Whizzywig editor. This is the same page editor we have on the custom pages and in the bio paragraph, the paragraph about you. I can go in here and I can change formatting. This is my reviews page. I can change things like color, here we go. I can change formatting, I can change font, Comic Sans, you can never go wrong with Comic Sans, right? We'll make it a little bit bigger. I can turn it into a link, I can add pictures here. If I go here and add a picture on, I'm going to click on our little picture button and see what kind of pictures I have in here.

Now we have a picture, we can resize it. You have a lot of options here as to what you can do. I could even turn this picture into a link. Like I said, this is just the same paragraph editor or the same Whizzywig editor that we have attached to all the other custom content in here. Once I have that set up the way I want, I can go down here and save it and that'll save what appears the top of this page, but we'll go ahead and look through the other settings before we save it in this case.

The next thing, I can choose whether or not the submission form shows up on my reviews page. If I want the control to enter my reviews manually, say I just email my customers and ask them for a review and they send one over to me and then I go in and enter it, I can do it that way. If I want to just send them a link to my reviews page and let them put it in themselves, I can turn that to yes, and then that'll turn on that review submission form. With that turned on, we get an additional option down here where we can control the thank you page that they go to. When they fill out that form and submit it, this will be the confirmation page that it takes them to, so I can customize that. Again, same options as the editor up here.

We move on down, we have, this is where we can choose whether or not that submitted date shows. We'll go ahead and turn that on, why not? If you're using a theme or a modular theme that has support for rotating testimonials on the homepage, then you just have to go through the different reviews. There's a little bit of a description on each one also that says its capabilities. But when you set up your homepage theme, if you're using one that has that reviews submission form that supports rotating testimonials, this is where you would control whether or not those will rotate, so you can turn that on or off.

We have the rating system, what we had talked about there. This is where we can turn that on or off and also where we can control ... The company can set it to override it to allow the four-plus star ratings to auto-approve, and then you can also control it here if that's turned on. If I turn this off, now even if a review comes in that's over four stars, the system won't auto-approve it, it'll still notify me and I'll still have to go in and approve it manually.

The star rating system, I can turn that on and off, and then it can even change the star color. This would just be on the reviews page itself, what color those stars are. We'll go ahead and change it a little bit because, why not? Blue stars, I like blue stars. There we go. The next thing I can do here is, I can pull my Zillow reviews into this system. Now keep in mind, it just pulls them in for display so we can't store those reviews, and I can only grab the last 10. But, it pulls those in and stores them, or it doesn't store them. It pulls those in and displays them on my reviews page. It also just replays a snippet of that Zillow review.

But, if you did want to set this up, you just need to put your Zillow screen name here and then switch this shows Zillow reviews to yes. If I wanted to do that just to give you an example, I happen to have a Zillow open here which is just a little test account. When I first get to Zillow, in fact, let me just go to their homepage. If you go there and you're logged into your account, if you go up to agent hub and then down to profile, and then scroll down here under professional information, you have screen name is one of the options there. You would just copy that screen name, it's not going to let me a double click to grab it as it? There we go. Then go back into the DeltaNet. I can paste that right here, and then I would change that to yes and then when I save that, it'll pull in any reviews from my Zillow account and also display those on my reviews page.

Then lastly, if you have a reviews system set up through RealSatisfied , you can use your Vanity Key there. That's kind of specific so if you have any questions about that, just let us know and we can help you get ahold of where you can get that Vanity Key. It's actually part of the URL on your reviews page. But, that works very similar to Zillow. You would just paste it in there, switch that to yes, and then we would be able to pull those in and display those among your reviews also.

Once you're all set here, we'll click on save. There we go. We can see our settings have been updated. Now if I go over to my customer reviews page, which for convenience sake I already have open, I still have my name pretty green there too. Nothing wrong with green, right? Now if we look down here, you can see the changes that I made to intro paragraph or the intro section here. You can see it butted right up against this spot. You'd want to put some spaces after a picture if you put those in there. We can see the submission form also appeared on this page. If I'm a customer I can fill this out, put in my star rating, say that I'm not a robot, and then send through my testimonials that way. And then, all of my approved reviews are showing up here on this page also.

Now on this account, I'm not sure. Let's go to the home page and take a look. Here we are. I am using a theme that allows for the customer reviews on the homepage to rotate. If I had that turned on, this panel would be automatically rotating through reviews, just every few seconds or so. Then I can also go through here and I can rotate through them manually. That's a pretty cool way to display your reviews there on your homepage.

Now, the last piece of reviews is adding a link to your site. You can see along the top navigation, let's say we wanted to add a link up there for it. We've configured our reviews system on the actual reviews page but if we want to add a link to it, to the navigation, we would do that under website and pages. Now from here, I probably already have one. There we are. You can see customer views right there, and it's set among the top links. If I didn't have one, I would click on new page, and I would go to predefined, and then I would select customer reviews as my predefined page.

There we are, customer reviews, advanced sites only, and this is, the whole whole customer view system is available just upgraded agent sites. Then I would put in a link title and that's what people will click on to get to this page. I can just make that customer reviews or if I wanted to customize that a little bit, I can do that also. I can put something like My rave reviews here, and then that's what would appear and what people would click on in my navigation to get to my reviews page.

I'll just hit navigation menu if I want to add it to the navigation menu. I can put in my meta keywords tags, and I can even put in the information that we've recently added that would automatically add them to a campaign or add a customer to the campaign if they came in on this page. If they're logged in and visit this page actually, they get added. I could have a reviews email campaign that I set up in here and if I check that, anybody who visits my reviews page while they're logged into their portfolio account will automatically be added into that campaign. That's kind of cool.

Then once I'm done there, I'll just hit update page. Now if I scroll down to my navigation menu here at the bottom, you can see my rave reviews is now one of the options here, and I can drag that. You see my existing customer reviews page is under meet, so we'll go ahead and nest it under there. That'll put it in a drop down menu under meet. Save, and now if we go back over here and refresh my page, you can see under meat we have my rave reviews. I click on it, and there's my reviews page.

There you have it. That is the customer reviews system. Oh, I'm going to add one more piece. I am, I am. I nearly forgot. The other thing you can do with reviews is, and we're adding more and more things where systems integrate with each other, where things work together. But, if you are using Facebook Auto-Connector , if I go down to Facebook and post tools, you can see we also have an option. Now this is ... We have other videos on setting up Facebook Auto-Connector but if you're set up and signed into your Facebook Auto-Connector account, so you went here, signed up, hooked your account up. One of the options here is, wait for it, wait for it, there we are, customer reviews.

What this system can do is, you can turn this on and if you're using the rest of the reviews system, and you have Facebook Auto-Connector turned on and you're signed into your account, everything's hooked up there, you can have the system automatically post your reviews to your Facebook page as they come in. That is what this is set up to do. You just switch this to on, say your post frequency to the maximum number of reviews you would like this thing to be able to post per day.

If for example you're going to enter 20 old reviews and go in and put them in manually, then you might want to limit this to say one or two per day. That way, it doesn't post all 20 to your Facebook page the day that you put them all in. You can see I have the set to manually post. This will queue them all up and then I could go in and manually push them to my Facebook page from here if I want. There you have it. Then like the other Facebook Auto-Connector options, you can choose to delete them after a certain amount of time or leave it to zero and they'll just stay there forever, and you can also modify the template a little bit. Here's the text that goes along with the posting for your review, but you can also click on edit here and you could create a new template for that with whatever text you'd like to use.

There you go, that is the a customer reviews system in total. I don't think there's anything I missed there. We've been adding a lot of pieces, and adding a lot of interconnections in the system so that one piece can really work with another piece and you can really build out a whole workflow and a whole platform with it. So, there you have it. As always, thanks a lot for joining me this week and if you have any questions, concerns, comments, feel free to comment on any of our videos or send an email into support@deltagroup.com, or just give us a call and we'll be happy to talk to you. Thanks a lot for joining me, and I'll see you again next week.