Adding a new FREE business listing

If you come across a business to add on site. This is the process (note if you want to add free listings in bulk complete the "Bulk Business Listings Upload FREE Excel Template" in Google Drive and submit to Support Office (cost $1 per listing - the whole procedure below will be completed for you) -

• Go to site/registration in frontend (eg linku2northshore.co.nz/registration)
• Complete the form and submit

Then -

• Login at site/wp-admin (eg linku2northshore.co.nz/wp-admin)
• FluentCRM | Contacts (your new listing will probably be at the top, if not search and open)

Check -

• Fields, Lists and Tags. Add “New Free” tag also additional tags if need, eg for dining also add Flavours or if in more than one Section
• For Free listings no additional fields need completing
• UPDATE CONTACT

Note: Adding the “Free New” tag triggers a sequence to send an automatic follow up email after 8 days just to check the listing. If the business has responded in the meantime make sure you take the tag off their listing (hence the task below at 6 days to check).

Then go to Businesses | New Business – Title is the business name.
First open the cog (top right) and note your URL slug which will be your business ID number. Free listings just add -

• Title (business name)
• ID (the slug you just got - if you missed it put 0)
• Phone (add a dash between each number sequence, eg 09-123-4567)
• Email
• Address1
• Suburb (drop down)
• Business Types/Categories (you can tick as many categories as relevant)
• Membership Type (Free)
• Business Name (scroll down to box just above the SEO information - this entry is essential for the site search)

PUBLISH

Then back to FluentCRM | Contacts -

• Open your contact
• Emails
• Send Email
• Use Email template
• NEW FREE LISTING - 1st email
• Amend as required and add links

Then go to -

• Project Management | Tasks | Add New
• Use New FREE Listing template
• Add business name in the "Name" field
• Select assignee if relevant
• Add link to CRM contact
• Start Date: 6 days from today
• No Due Date
• Status in progress
• Add business name and section
• CREATE

This task will appear on the set due date 6 days later.

• Check to see if the business has opened or clicked on the link.
• If so you can remove the "New Free" tag in CRM to avoid the follow up email and you then make a decision whether this is a business worth following up or just leave now in the system. If you just leave the "New Free" tag will be automatically deleted 4 days after the follow up email.