How to create a business listing¶
You can create a new business listing on front-end or back-end.
When a business listing is created on front-end, the user who creates the listing becomes the owner of the listing and the userId is associated to the business listing.
There are 4 possibilities to create a new listing:
- By using the Packages menu item types (Front-end)
The user has to select the desired package, register or login and then complete all required business listings details. If there are no free packages defined the listing will not be shown on front-end until the order generated for the business listing is set to paid.
- By using front-end Control Panel (Front-end)
The user has to log in or create a new account to add a new business listing.
After accessing the front-end Control Panel and selecting the New button, the user has to enter all the business listing details and save it.
- By using Add a business menu item (Front-end)
In order to create a business listing the user has to login or register. Once registered the user will be redirected to add a business listing page where he can fill on mandatory listing details.
- By using back-end admin control panel(Back-end)
When the business listing is created on back-end, there is no user ID associated and the business listing can be claimed by its business owner. The administrator can add a new listing on the Business Listing section by selecting the New button and completing the listing details.
Business Listing creation process
When new listing is created it will enter in the “Need create approval” state and has to be approved by the site administrator in order to become visible on front-end. The business owner will be notified if the business listing creation has been approved or not. The site administrator can decide to publish a business listing without any approval by setting “Show pending approval” to yes on general settings. In this case the listing will be visible on front-end without admin approval.
How to claim a business listing¶
A business can be claimed if there is no owner associated with it, no user id is set and the Enable Claim Business option is set to yes on general settings. If the conditions are fulfilled, a claim button will be displayed when viewing the business listing in frontend.
In order to claim a business, a business owner has to create an account and login into the account. Claiming the business is done by completing a claiming form. After being claimed, the listing will enter in the “Need claim approval” state and the administrator has to decide if the claim will be approved or rejected. If the claim is approved by the site administrator, the user id is associated with the business listing and the business owner can edit the business listing data on front-end Control Panel.
How to create and edit a custom attribute¶
The site admin can add new fields to the directory items (business listings, offers & events) by using custom attributes. Custom attributes can be added by the administrator on Custom attributes section under the Business Listings section. You can set if the attribute will be mandatory or not, whether will be shown on front or not and whether it will be active or inactive. There are several types of custom attributes: input, select box, checkbox, radio button, header, textarea and link. The admin can choose one of these types and fill in the option names for the chosen type, when needed.
If the packages are enabled, the custom attributes will have to be added on the package features and they will not be displayed on front-end until the generated order is set to paid or the package is free. If the packages mechanism is disabled on general settings, the custom attributes will be displayed automatically on business listings edit view, and if filled, also on business listings details view.
How to contact a business listing/offer/event¶
If the Enable Contact Business is set to yes on general settings, the site visitors are able to contact the business by using the Contact business button on the listing details view. The user has to complete the form and click contact business button when ready. At the top of the form, you can choose which contact person you want to contact, if there are any contact persons defined for the business listing. After contacting the business listing, an email will be received by the business owner also by site admin. A copy of the contact messages is also stored on the database and can be viewed on the Business Messages section under the Business Listings menu on admin and front-end Control Panel.
Contacting a listing from the offer or the event page has the same logic as contacting from the business listing. Some few things that are worthy to be mentioned, is that the contact button of the offer is associated with the business contact information. When the business doesn’t have an email added on it, the contact button will not be displayed.
For the event, the contact email is set to event contact email, if one defined, otherwise it will be sent to the business listing contact email.
How to report a business listing¶
If the Enable reporting is set to yes on general settings, the site guests can report a business listing by using the Report listing button on business listing details view. In order to report it, the user has to complete the form by choosing the cause of the report, entering his/her email address and the message, and then send the report. After sending the report, an email will be received by the administrator and the report will only be visible in that email.
How to setup a review¶
If the Enable review is set to yes on general settings, the user should be able to leave a review on the business listing details page by using the Add review button. To leave a review, the user is required to logged in, if the Reviews by user only option is set to yes on general settings. The user has to complete the form, agree to the reviews terms and conditions in order to save the review. After the review is saved, it will enter in the pending approval state. Depending on the general settings, the review will be shown on business listing details (if the Show pending review option on general settings is set to yes) After leaving a review, an email will be received by the site administrator and also on the business owner (if an email address has been entered on business listing profile)
How to report an abuse¶
In order to report an abuse, the user has to complete the form by entering the email address and the cause of the abuse, and then submit it. The review reports are visible only to the administrator on Review abuses, under the Reviews & Ratings section on back-end.
How to respond to a review¶
In order to respond to a review, the user has to complete the form by entering the personal information and the review response, and then submit the answer. The response will show under the review and also on Review responses, under the Reviews & Ratings section on back-end.
How to add a review question¶
The administrator has also the possibility to customize the reviews by adding review questions.
A review question can be added only by the site admin in the Review Questions under the Reviews & Ratings section on back-end. The review questions contains the following fields: name, type, status, mandatory. The question type can be: rating, text and Yes/No question. The review questions will be displayed for each review with the corresponding answers.
How to add a review criteria¶
The administrator has also the possibility to customize the reviews by adding review criteria.
A review criteria can be added only by the administrator in the Review Criteria under the Reviews & Ratings section on back-end. The review criteria will be shown on front-end at the beginning of the review and will allow the users to enter a rating for each criteria entered.
How to create an offer¶
An offer can be created from admin area by the site admin or by the business owner on front-end Control Panel.
In order to create an offer in front-end the user will have to create a business listing first, in order for the offer to be associated with a business listing. When creating a new offer, the offer enters in the “Need creation approval” state and it will be shown on front-end onlyif the site admin approves the offer, or “Show pending approval” is set to yes on general. When a new offer is created the site admin receives a notification email.
If packages are enabled the offers will be shown in the front-end if the bellow following are fulfilled:
- The package associated with the business listing contains the offer feature
- If the maximum number of offers has not been reached
- If the order generated for the current package is paid or set to paid on admin area.
If the offers are not added to the selected package, the status for the offer will be “not included” The user is allowed to create a maximum number of offers that is defined on general setting or in the package configuration.
How to create a coupon¶
During the process of creating an offer, on the offer edit view, the business owner or site admin has the possibility to enter the number of coupons for the offer.
If coupons are enabled on general setting and the number of coupons is higher than 0, on offer details view (front-end) a button “Get this deal” will appear. After the maximum number of coupons is reached the “Get this deal” button will be hidden on front-end. In order to get a coupon a user has to login in order to prevent multiple coupons being generated for one user. The generated coupon, on the front-end Control Panel, will be displayed for the business owner and for the user who generated the coupon.
How to create an event from frontend / backend¶
An event can be created from admin area by the site admin or by the business owner in the front-end Control Panel.
In order to create an event in front-end the user will have to create a business listing first. When a new event is created, the event enters in the “Need create approval” state and it will be shown on front-end if the site admin approves the event or Show pending approval is set to yes on general settings. When a new event is created the site admin receives a notification email.
If packages are enabled the events will be shown in the front-end if the bellow following are fulfilled:
- The package associated with the business listing contains the events feature
- If the maximum number of events has not been reached
- If the order generated for the current package is paid or set to paid on admin area.
If the events are not added to the selected package or the order is not paid, the status for the event will be “not included”. The user is allowed to create a maximum number of events that is defined on general setting or in the package configuration
How to setup a package¶
The package mechanism allows you to configure multiple membership plans with different features. All the packages features are described on Chapter 3.6 Packages. In this section we will provide more information about the package types.
A package has four types of payment plans:
When choosing lifetime type, you are presented with only one option, the price of the package. It means that the package can be paid for a lifetime period and it will never expire. If there is a free package of type lifetime, all business listings will be associated with this type of package.
- Fixed period
On the fixed period type, you are presented with two options: price and time period. You can decide the time period on which the package will be active and how much it will cost for this time period.
This type of package is designed and it will work only for recurring payment methods. You are presented with three options: price, time period and number of occurrences. You can decide the time period on which the package will be active and how much it will cost for this time period. You can also set the number of occurrences, which means that you can decide how many times the order will be repeated, after its time period comes to an end, and the payment will be done automatically.
- Recurring with trial
This type of package is designed and it will work only for recurring payment methods. On the recurring with trial type, you are presented with five options: price, time period, number of occurrences, trial price and trial time period. You can decide the time period on which the package will be active and how much it will cost for this time period. You can set the number of occurrences, which means that you can decide how many times the order will be repeated, after its time period comes to an end, and the payment will be done automatically. The main advantage for this type is that you can set a trial period with a special price. You can provide a free trial period or a paid trial period. If the trial period is free the user will not be charged for the services for the period of trial. When the trial period expires the user will be charged with the full package price.
How to buy a package¶
Packages are active only if “Enable packages” setting is set to yes on general settings. When creating a new listing, the business owner has the possibility to choose also a package. The available featured on the business listing will depend on the package features. When the business listing is successfully saved, an order is created and the user will be redirected automatically to the orders section on front-end Control Panel to pay the order
In order to buy a package the business owner will have to click on Pay now button and follow the payment procedure.
First, the business owner will have to complete the billing details that will be used for the invoice. On the payment view the business owner can enter a discount, if discount are available and choose one of the available payment method defined by the site administrator. The site admin has the possibility to change the order status to paid in the admin area in the orders section without a payment being done.
How to create discounts¶
The site admin can create multiple discounts that can be applied for different packages. When creating a discount, the admin can choose the package, the coupon code, maximum uses per coupon and a value. Discounts can be applied in the payment process, on payment methods screen. The user can enter the coupon code and click on Apply button. If a discount is available for the selected package that the user is paying, the discount should be reflected on payment summary.
How to setup an email¶
Emails that are sent to the site administrator, business owners and site users can be configured in the email section on admin area. For each email section you can change the subject, the content and set if the site admin should receive the emails. Some important emails are automatically received by the site admin even if the send to admin setting is set to. The email parameters are specific for each email, and usually you cannot use one parameter from an email template to another email template.
How taxes work¶
The taxes can be created only from the admin site, on Taxes section. The admin can fill in the tax name, fill in the amount and decide whether to set it in value or percentage and a tax description. The taxes will be shown on order details view during the payment process.
How to create a map key¶
By selecting the Get a Key button, a popup will show to require you to enter the name of your project and to accept the terms and conditions.
After that, you can select the “Create and enable API” button and the key can be generated.
You can now enter the key in the General Settings->Front end tab->Map Section->Google Map Key and save it.
After creating the browser key on your API Dashboard you need also to enable the services. On the above picture, by selecting the API Console button, you will be presented with your credentials. After that, on the same page you have to select Libraries and go to your API Manager Overview screen.
In here, you need to enable the following services:
- Google Static Maps API
- Google Places API Web Service
For Google map key-zipcode you have to set a map key that has no restriction and no referrer. This key will not be public on the website and it will be used for zip code translation to map coordinates. It can be proceeded in the same way as for the API key.
How to add testimonials for business listings¶
Testimonials can be added in the business listings details view, only on admin section. In the case when the packages are enabled, it is important to make sure that they are added as a package feature in order to complete them. Also, testimonials section can be controlled even through business attribute configuration. There is the possibility to set them as mandatory, optional or not show (in case if the user doesn’t want to display them). In the case, when the packages are disabled, the testimonials depend only on the attribute configuration section.
On listing edit view the user has the possibility to add all the details.
Title: Add testimonials position
Name: Add testimonials name
Description: Add testimonials description
Add new testimonial: Add more than one testimonial if it’s needed
After the testimonials are completed and the package is paid, they are displayed on the business listing details view, like any other feature.