Brands are the look and feel you want to apply to your business profiles. As a result, they have many settings that can be modified to project the most accurate image of your business. To help manage this, Grade.us has a Brand Dashboard that serves as the control center for your Brands. This Brand Dashboard is a specialized dashboard that allows you to edit independent brand settings and features and is only visible to account owners, admins, staff, and independent users. If you are a client user, it will not be visible to you.

Accessing the Brand Dashboard

Before the Brand Dashboard becomes available to you as an option, a Brand needs to be added to your Grade.us account. If you need help adding a Brand to your account, please reference  White-Labeling: Adding a Brand. Once you have a Brand, to access the Brand Dashboard, perform the following:

1. Login to your Grade.us account.

2.  Navigate to Manage > Brands.

3. From the list of Brands that populates, select the "Edit" button under the "Actions" column next to the Brand you would like to modify.

The page will refresh, taking you to your Brand profile page. Select the "Dashboard" section from the left hand menu and a new list of options will roll down. This is your Brand Dashboard.

Brand Landing Page

The Brand Landing Page is a lead generation micro-site that can be used by an Agency or Re-seller to market their online review management services. When you set up white labeling on your custom domain or subdomain, this content will live on the chosen link. This page can then used by an Agency or Re-seller to market their review management services.

• It allows the potential client to generate a Prospect Report for their business using the lead gen widget. The generated PDF delivers an overall rating across 7 major review sites and key directories, giving the customer the ability to take action to improve their ranking.
• It also includes a lead generation form that prospect can fill out to schedule a consultation with the Agency or Re-seller.

The Landing Page section of the Brand Dashboard is where Agencies and Re-sellers can customize the landing page with their own logo, copy, review site logos, background image, or any other content that they want included. This area will look similar to the Review Funnel landing page.

Widgets

On the Widgets tab you will find the embed code for your Review Scan Lead-gen widget. This code will add the Review Scan Lead-gen Widget to whatever page you choose. The Lead-gen Widget will allow visitors to pull a Prospect Report by entering their information into the respective fields.

If you're embedding the widget on a secure (HTTPS://) website, use the alternate HTTPS embed code provided.

You'll receive an email whenever a lead has used the widget (including a copy of their report and the required contact information they provided). This information will also be accessible in Brand: [Your Brand] > Leads and Prospects > Leads.

Leads & Prospects

The Leads & Prospects tab takes the data submitted by customers from your Brand Landing Page or through the Review Scan Lead-gen Widget and collects it in one place. This information is divided into Leads, Prospects, and Form Leads, depending on how the data was submitted to your site.

Leads:

The Leads tab lists all lead's who have run a prospect report for themselves using the Review Scan lead-gen widget to generate an instant reputation report. In this table, you can view the lead's business and contact information, as well as the report they have generated (under the "Links" column.)

You can export your leads in a CSV file by selecting  Export Leads.

You have the ability to set review site exclusions/inclusions in these Prospect Reports by adjusting your "Review Scan Site Settings" (right-hand side of screen.) By default, the Review Scan includes 7 review sites: Citysearch, Facebook, Foursquare, Google, Judy's Book, Yelp, and Yellow Pages.

Prospects:

The Prospects tab lists all prospect reports you have run for a prospect in-app.

Form Leads:

The Form Leads tab lists all leads who have filled out the "Want to learn more" form on your lead-gen page.

Create a Prospect Report:

You can create Prospect Reports on-demand by clicking on the "+ Create a Prospect Report button."

You'll be asked to enter the business name, zip code, and phone number. Once this information is submitted, you'll be asked to confirm the listings found by our software.

Once the report is generated, it will appear in your Prospect Reports List. Navigate to the Support button on the top right of your screen.

You can view or save the report as a PDF to share with your prospective client.

Brand Settings

The article covering Brand Settings can be found here.

Common Questions

What is a prospect report?

A prospect report is a high level piece of marketing collateral that an agency or reseller can deliver to potential clients. The report highlights action items for review generation based on performance across the major review sites and directories.

How do I generate a prospect report?

To generate a prospect report, complete the following:

1. Set up a custom URL and Brand for your account.

2. Select you "Brand" profile from your list of profiles.

3. Go to Dashboard > Leads and Prospects.

4. Click "Create a Prospect Report."

5. Submit the business name.

6. Select the correct listings.

How is the 'Overall Score' on the prospect report calculated?

The overall reputation score is algorithmically determined and considers the following factors in various degrees of weight:

• Aggregate rating (total and per channel)
• Rating trend (recent vs. historical)
• Review volume (total and per channel)
• Channel coverage (where is the business listed, claimed and rated?)

Note that the score is primarily intended as a device to motivate prospects, so it is overly slanted towards penalizing the subject and giving "room to improve".

How do I customize my lead-gen page?

To access the lead-gen page editor, select the domain from the drop-down menu in the top left of the dashboard. Domains are located at the bottom of the menu.

Alternatively, go to Manage > Brands and select Edit from the Actions column.

A customized lead-gen page

The 'Brand Settings' page

Brand settings are located under the Brand Settings tab at the top of the Brand Dashboard.

On the Brand Settings page, you can do the following:

1. Change your brand domain or subdomain

• Enter your new domain or subdomain (no http or www) in the field and select the corresponding domain type.

2. Change your brand name and tagline

• You can edit your brand name and tagline, both of which will appear in the lead-gen page header. The brand name will also appear on select client-facing assets such as the Invite Form and Performance and Prospect reports. The tagline will not disappear if you uncheck the Show name, too? box. To remove the tagline altogether, simply leave the field blank.

3. Add or update your logo

• Upload a logo and it will appear in the header of your page.
• Much like the landing page, you can choose to remove or include the brand name text by checking or unchecking the Show name, too? box.

4. Add a Favicon

• Adding a favicon will place it in the browser tab when your lead-gen page is loaded. Please use the .ICO file format.

5. Touch and tile icon

• Adding a touch and tile icon will display the uploaded image when your page is bookmarked and added to the home screen on a mobile device. This doesn’t happen too often ;)

6. Colors

• Choose from one of our pre-made color schemes to better reflect your branding.

7. Add a physical address for your brand

• Under Brand Physical Address, you can type in your brand’s physical location. It will appear at the footer of the lead-gen page and on client-facing system emails.
• As always, click Update Brand to save your changes. 

The 'Page Content' tab

In Dashboard > Brand & Landing Page > Page Content, you can:

1. Change the text content of your lead-gen page with HTML

• You can (and should!) edit our boilerplate text to match your specific branding and target customer. You can also add in HTML elements by clicking "<>" to access the source code.

2. Select review site logos to display on the lead-gen page

• Select from any of our supported review sites to target your chosen vertical. Add sites by clicking the Add Site button, clicking on the new field, and selecting from the menu that appears. Delete sites by clicking the  icon next to the chosen entry.

3. Sidebar setup

• You can edit the message that appears at the top of the form by modifying the text field located under Sidebar message. Replace the simple contact form with a pre-existing custom form by selecting Custom Form from the drop-down menu located above that field. Click the More link to edit the message that appears upon form submission. Uncheck the Show sidebar? box to remove the sidebar altogether.

The default sidebar settings will leave our simple contact form in place.

Our simple contact form

4. Review Scan lead-gen

• Check the Show review scan tool? box to add this lead-gen tool to the bottom of your landing page. This tool will generate a prospect report for the user based on the information they submit. You will also be notified via email whenever somebody uses this tool and given the contact information they provided.
• You can change the button text by editing the Review Scan button call-to-action field. This will also apply to the embeddable review scan widget.

• You can also access this tool as an embeddable widget under the Widgets tab of the branding dashboard.

5. Add notification recipients

• You can add recipients to notify of new submissions via the contact form or review scan tool.

6. Beyond Reviews

• Add links to your social media accounts or an email opt-in form, just as on your landing page.
• Be sure to click Update Page to save all changes.

The 'Page Setup' tab

1. Choose a background image We've introduced a handful of attractive background images that you can add to your page - this is entirely optional. Simply select an image from the dropdown menu.

• If our background images aren't your cup of tea, you can add your own custom background image. You must host this image on the web so that it can be accessed via a URL. To add a custom background image, click the pull-down arrow. Scroll to the bottom, then select Custom...

•  Next, copy and paste the URL of the image you want to use into the Custom background image URL box.

• Click Update Settings to finish. 

 

2. 301 Redirect?

• Use this option if you do not want to use our lead-gen page and prefer to link out to your own. Add the URL you'd like your root domain or subdomain to redirect to here.

3. Custom CSS and/or <head> HTML

• Add your Custom CSS and HTML here. Note that there is an existing toggle for preventing search engine indexing - no need for the corresponding meta tags.

4. Other toggles

• Check the Use CAPTCHA on forms? toggle to require the visitor to complete a CAPTCHA in order to submit an inquiry via the simple contact form or lead-gen form

• Check Prevent Search engines indexing? to hide your lead-gen page from Google's crawlers (not typically recommended)

• As always, click Update Settings to save your changes.

What is the 'Leads and Prospects' tab and how do I use it?

FYI

You must be white-labeling to access this feature. This feature is only visible to account owners, admins, staff, and independent users. It is not visible to client users.

The Leads and Prospects tab collects all of your prospective clients in one place. You can access it from your brand dashboard.

Select your brand from the top-left profile selector - it will be located at the bottom of the list (e.g. "Brand: Your Brand (reviews.yourbrand.com)")

The Leads tab lists all users who have run a prospect report for themselves using the review scan lead-gen widget.

 In this table, you can view the lead's business and contact information, as well as the report that they generated. You can also export your leads in a CSV file by clicking Export Leads.

Note that you can also set review site exclusions/inclusions for the review scan widget in the Review Scan Site Settings box (on the right-hand side of the screen).

The Prospects tab lists all prospect reports that you have run for a prospect in-app.