Reputation Management - Setup Guide

How to enable Reputation Management in your BridalLive account. Reputation Management is a BridalLive add-on for an additional $119/mo that transforms how you connect with your customers, simplify CX management, improves reputation scores, and compete more effectively — all in real-time.

You will already see the Reputation Management icon if your User Role is Administrator. If you don't see the icon on the left menu of your BridalLive, you will need to give the User Role permission. Navigate to Settings > Users & Security > User Roles > click Edit to the right of the User Role you'd like to update. You will need to update this permission for any User Role you'd like to have access to the feature. Select Integrations > View Reputation Management.

Once you can see the icon for Reputation Management, you can enable the feature. To enable this feature, please navigate to Account Settings and click the button to Enable Reputation Management.

*Plan and billing updates take effect immediately, and you'll be able to access this feature as soon as it is enabled. Please refresh your browser if you do not see the changes.

Onboarding Checklist:

	Add Locations
	Edit Location Competitors
	Add Users
	Change user capabilities and access
	Connect to Google My Business and other providers
	Refine Local Brand Visibility Score (LBV) Weightings

Add Locations

Add your business locations to monitor your online presence.

1. Go to Locations > Locations to display the Locations page.
2. From the Locations page, select Create Location to display the Add Location page.
3. As you fill in the basic details, the dialog expands so that you can provide more information. If the location matches a Google location, it auto-populates with available location data.
4. When you’ve filled in the page, select Add New Location. You'll see a success message.
5. Select Continue to display the Location Details page for your new location.
6. Fill in the details, including hours. 
7. In the Keywords tab, fill in keywords that you expect customers or clients will use to search on Google, Bing, and Yahoo to find your business. We recommend adding five to seven keywords, with a mix of branded and unbranded words. 

Edit Location Competitors

When you first start out, we select the five competitors to use based on your business category and radius. You may remove competitors and replace them with other local businesses that you believe would be more useful for the purpose. You can have up to 5.

1. Go to Locations > Locations to display the Locations page.
2. On the Locations page, hover over the location for which you want to manage competitors. The Refresh icon (circular arrows) and the View Competitor icon (binocular) icons appear. 
3. Select the View Competitor icon to display the Local Competitor Manager page.

Add Users

People who need to manage reputation must be configured as users on the account.

1. To access the Users page, go to Settings (cog icon) > Users.
2. From the Account selector, scroll to or find the account for which you’d like to add a user.
3. Select Add New User.
4. Fill in the details for the new user. In the example, we selected Location Admin for User Type. 
5. Select Save. The new user now shows on the Users page for the account.

Changing user capabilities and access

To change user capabilities and access, you use the Actions icons on the Users page. 

• Edit user (pencil icon)—Opens the Users Edit pane. You can change any of the information associated in the account with that user except for the username.
• Edit groups for user (plus drop icon)—Opens the Edit User’s Groups You can associate a user who has an Account Admin role with additional groups to manage or remove groups.
• Edit locations for user (place drop icon)—Opens the Edit User’s Locations pane where you can select to Display All Locations and select those you’d like to associate with the user
• Edit accounts for user (person icon)—Opens the Edit User’s Accounts pane where you can select the accounts you’d like to associate with the user
• Edit tasks for user (tick icon)—Depending on the user’s role, this icon opens the System Generated Tasks dialog to allow configuration of auto-generated tasks.
• Open new tab as user (open out icon)—Opens a instance under the user’s profile
• Remove user (trash icon)—Removes this user after confirming through a confirmation dialog

Connect to Google My Business & Other Providers

To enable monitoring and managing of your accounts, you need to add your credentials for third-party providers. This is required for managing social posts and responses, review responses, and updates to your listings. 

	Google My Business https://www.google.com/business/
	Facebook https://business.facebook.com/
	Apple Business Account https://businessconnect.apple.com/
	Yelp https://business.yelp.com/

1. Go to Settings > Third-Party Credentials.
2. Select +Add Credential to display the list of possible third-party providers for which you can add credentials. Select the one you need.
3. Our platform sends you to the provider’s site that you’ve selected. Follow the steps requested to provide credentials.
4. The provider’s site will give you a success notification online before returning you to the Chatmeter site. You can also see that your credentials and their expiration date will appear in the Credential List.