00 Getting Started

Congratulations on choosing Boost My Business! Our Business Online Managing (BOM) platform is designed to help you efficiently manage, market, and generate reviews, simplify your social media calendar and use campaigns for marketing. This guide provides a step-by-step walkthrough to set up your platform for optimal results.

If you have any questions, feel free to reach out to our support team!

Checklist to Get Started

❏ Add Users​
❏ Business Setup​
❏ Update Branding​
❏ Connect Social Accounts

Step-by-Step Instructions

1. Add Users

Start by adding team members who will need access to the platform:

1. Click ‘Settings’ on the top right.
2. Scroll down to ‘Users’ and ‘Add users’.
3. Assign roles and permissions to each user.
4. “Add”

Help Article: [Add Users]

2. Business Setup – Complete Profile

1. Go to ‘Settings’ > ‘Business’
2. Click the ‘Edit’ button in each section and verify your location details.
   – Ensure all information is accurate, as it will appear across the platform and all synced listings.
3. Once completed please scroll back up and click “Save”
4. Please update/ add your Business information to all relevant fields.

• Business information
• Hours of Operation
• Additional information
• COVID-19 updates
• Media gallery
• Google Business Profile details
• Apple Business Australia listing
• Facebook listing
• Boost My Business Australia listing
• Other third part listings
• Social profiles
• Internal use

Help Article: [Business Setup]

3. Update Branding

1. Navigate to ‘Settings’ > ‘Email and Text’ under the ‘Branding’ section.
2. Customise:
   – Email template colours.
   – Logos.
   – SMS default images (upload your own or use a default template).

Help Article: [Update Branding]

4. Connect Social Accounts

1. Go to ‘Settings’ > ‘Integrations.’
2. Connect accounts for:
   • Google My Business
   • Facebook
   • Twitter/X
   • Instagram
   • LinkedIn
   • YouTube
3. Follow the integration steps for each platform.
4. Make sure you are logging into the accounts with access to your business profiles.

Help Article: [Social Integrations Guide]

By following this Quick Start Guide, you will be ready to maximise the potential of Boost My Business to manage reviews and grow your online presence. If you need further assistance, feel free to consult with your account manager or contact support onboarding@boostmybiz.com.au

01 Inbox: Centralized Communication Hub

Boost My Business Inbox enables you to manage all your customer conversations in one place. Whether responding to Social Media chats or handling SMS messages, Inbox makes communication seamless and efficient.

Step-by-Step Instructions

1. Utilize Inbox

Send/Receive Messages:

1. Respond to Social media chats and SMS messages directly from the Inbox.
2. Start new message threads:
   – Click the ‘New Message’ button at the top.
3. View a complete changelog in each thread, including:
   – Message type (Social Media, Text or Email).
   – When messages were sent.
   – Assignment details.
4. Close conversations:
   – Click ‘Close’ in the top-right corner of a thread when the conversation is
   resolved.

2. Assign Conversations

1. Assign a conversation to another team member:
   – Click the down arrow next to the contact’s name in the conversation thread.
   – Choose the employee or team member from the list.
2. The assignee will receive a notification for the new assignment.

3. Add Internal Notes

1. Add private notes to a conversation thread:
   – In the message box, click the arrow next to the communication method.
   – Select ‘Internal Note.’
2. Use AI to generate summaries:
   – Click the AI icon at the bottom of the Internal Note section to create an
   automatic summary.

Tip: Internal notes are visible only to your team and help keep discussions organised.

4. Create Filters

1. Click ‘Show All Filters’ on the left side of the Inbox.
2. Set up filters tailored to your business needs:
   – Examples: Filter conversations by location, only voicemails, or messages from specific departments.
3. Save filters to add them to the filter list for quick access.

5. Create Message Templates

1. Streamline repetitive messaging by creating templates:
   – In a conversation thread, click ‘Templates’ in the bottom-left corner.
   – Select ‘Create New.’
2. Save the template. When needed, select it from the list to insert it into the message
   box for easy sending.

Benefits of Inbox:

∙ Efficiency: Centralize communication and reduce response times.
∙ Team Collaboration: Assign conversations and add notes for seamless handoffs.
∙ Personalisation: Use templates for consistent yet tailored messaging.
∙ Customisation: Create filters to organize conversations by business priorities.

If you need further assistance, feel free to consult with your account manager or contact support onboarding@boostmybiz.com.au

02 Listings

This tool helps you manage and control your business data across a variety of citation websites, ensuring consistency and accuracy. Follow this guide to set up your Listings product and maximize its potential.
If you have any questions, our support team is here to assist you!

Checklist to Get Started

❏ Complete Profile​
❏ Fix Listings​
❏ Update Listings

Step-by-Step Instructions

1. Complete Profile

1. Go to ‘Settings’ > ‘Business’
2. Click the ‘Edit’ button in each section and verify your location details.
3. Add as much business information as possible, including:
   – Business Name
   – Address
   – Phone Number
   – Website
4. Ensure all information is accurate and up to date. This data will populate your profiles on business listings sites.
5. Scroll back to the top and click
6. Scroll back to the top and click ‘Save’

2. Sync Listings

1. Navigate to the ‘Listings’ tab.
2. Click ‘Need update’ then update to fill in the missing information.
3. If no updates needed click ‘Publish’ on the screen or ‘Publish listings‘ from the Actions drop-down menu to submit your data to citation websites.

Help Article: [Sync Listings Guide]

3. Update Listings

1. If you update your Profile information (e.g., name, address, or phone number), return to the Listings tab.
2. From the Actions drop-down menu, click ‘Sync now’
3. This will update all linked citation websites with your latest business data.
4. The listings will automatically sync every 3 hours
   

Tip: Internal notes are visible only to your team and help keep discussions organised.

Benefits of Listings:

∙ Consistency: Ensure your business data is accurate across all platforms.
∙ Visibility: Improve local SEO and searchability by maintaining up-to-date information.
∙ Automation: Save time by syncing updates with a single click.

If you need further assistance, feel free to consult with your account manager or contact support onboarding@boostmybiz.com.au

03 Reviews

This guide now includes comprehensive instructions for embedding review widgets, promoting reviews manually, and generating new reviews using various methods. Let’s get started!

Checklist to Get Started

Step-by-Step Instructions

1. Monitor Review Sites

1. Navigate to ‘Settings’ > ‘Reviews’ > ‘Site Monitoring.’
2. Select a review profile form the drop-down menu
3. Add URLs for the review sites you want to monitor (e.g., Google, Facebook).
4. These URLs serve as review sources for your review request templates.

Help Article: [Review Monitoring Guide]

2. Set Up Automated Response Templates

1. Go to ‘Settings’ > ‘Response Templates.’
2. Create templates for auto-replies to reviews.
3. These templates apply to reviews on platforms like Google and Facebook.

Help Article: [Review Templates]

3. Create Automated Response Rules

1. Navigate to ‘Settings’ > ‘Auto-Reply Rules.’
2. Set up rules to automate responses:
   – Assign up to 10 templates per rule.
   – Configure conditions based on review ratings or sources.

Help Article: [Auto-Reply Rules]

4. Share Reviews on Social Media

1. Go to ‘Settings’ > ‘Auto-Share Rules.’
2. Set rules to share positive reviews on platforms like Facebook, LinkedIn or Twitter/X.
3. Customise images and layouts for rotation to keep content fresh.

Help Article: [Auto-share Rule Setup]

5. Embed Review Widgets

Boost your website’s credibility by showcasing reviews with customizable widgets.

How to Embed a Widget:

1. 1. Go to ‘Settings’ > ‘Promote on Website.’
   2. Select your widget type:

Badge: Highlights your overall rating.

Feed: Displays individual reviews.

Review Us Button: Encourages customers  to leave reviews.

3. Customize the widget:

Enable web-accessible colours or customize them.

   Toggle settings to show featured reviews or all reviews.

         Select the review sources (e.g., Google, Facebook).

4. Copy the widget code and provide it to your web developer or embed it directly on your website.

5. Alternatively, click ‘Email Code’ to send the widget code to a recipient.

Help Article: [Embedding Review Widgets Guide]

Promoting Reviews

How to Manually Promote Reviews:

1. 1. Go to the ‘Reviews’ tab.
   2. Locate the review you want to promote and click on the ‘Actions ’ dropdown menu.
   3. Select ‘Share on Social.’
   4. Customise your post:

• Upload images, adjust layouts, add stickers, and apply filters.

5. Select the desired social platform and click ‘Post.’

6. A success notification will confirm the post.

Tip: Use the Approvals Workflow if needed for review before posting.

Help Article: [Manually Review Share]

Generating New Reviews

1. Manually Send Review Requests

    • Quick Send Button: Use the blue ‘Quick Send’ button in the dashboard to send review requests via email or text.

    • Manual Check-In: Generate a check-in link from the dashboard to selectively send review requests.

    • Mobile App: Download the Boost My Business mobile app to send review requests on the go.

    Help Article: [Quick Send Button]

2. Bulk Review Requests:

1. Upload customer contact information in bulk via CSV or other supported methods.
2. Navigate to ‘Campaigns’ and set up a campaign to send requests to all or selected contacts.
3. Schedule requests for a specific date range if needed.

3. Automate Review Requests:

Boost efficiency by automating review requests. Options include:

   • CRM Integration: Link your Customer Management System with Boost My Business.

   • SFTP: Automate requests via secure file transfer protocols.

   • API Integration: Use REST-based APIs for seamless data transfer and request automation.

   • Automated Campaigns: Define specific conditions for when review requests are triggered.

Tips for Success

• Embed Widgets Strategically: Place widgets on high-traffic pages like your homepage or contact page.
• Encourage Reviews Regularly: Use a combination of manual and automated methods for consistent results.
• Monitor Performance: Use reporting tools to analyse how reviews impact customer sentiment and engagement.
• Social Proof Matters: Share positive reviews on social media to build trust and attract more customers.

If you need further assistance, feel free to consult with your account manager or contact support onboarding@boostmybiz.com.au

Benefits of Listings:

∙ Consistency: Ensure your business data is accurate across all platforms.
∙ Visibility: Improve local SEO and searchability by maintaining up-to-date information.
∙ Automation: Save time by syncing updates with a single click.

If you need further assistance, feel free to consult with your account manager or contact support onboarding@boostmybiz.com.au

04 Social

Congratulations on selecting the Social product from Boost My Business! This guide walks you through the basics of setting up and using the platform to simplify managing your social networks. Follow these best practices to get started quickly and efficiently.
If you have any questions, our support team is here to help!

Checklist to Get Started

❏ Connect Social Accounts

❏ Create Posts

❏ Engage with Posts
❏ Analyse Posts

❏ Add to Post Library

❏ Add to Asset Library

❏ Create Approval Flows

❏ Create Tags

Step-by-Step Instructions

1. Connect Social Accounts

1. Navigate to ‘Settings’ > ‘Integrations.’
2. Select the social platforms to integrate, including:
   – Google My Business
   – Facebook
   – Instagram
   – LinkedIn
   – YouTube
3. Follow the on-screen steps for each integration to link your accounts.

Help Article: [Social Integration Guide]

2. Create Posts

Create a Single Post:

1. Go to the ‘Social’ tab in the left-hand menu.
2. Click ‘Create Post’ at the top.
3. Choose the channels you want to post to.
4. Create your content, add images, or use AI for assistance.
5. (Optional) Add tags for organization or include the post in an approval flow.
6. Schedule or publish the post by clicking ‘Schedule Post.’

Help Article: [Creating Posts]

3. Engage With Posts

1. Go to the ‘Social’ tab and select the ‘Engage’ section.
2. View comments and messages from your social pages in one place.
3. Like, reply, or add tags to organise interactions.
4. Use filters to sort content by social network

4. Analyse Posts

1. Navigate to the ‘Analyse’ section under the ‘Social’ tab.
2. View performance metrics for posts, including:
   – Impressions
   – Reach
   – Engagements
   – Engagement rates
3. Use filters to view performance by platform or time period.

Asset Library

Upload and store media for future use:

1. Click ‘Upload Media’ in the Asset Library section.
2. Choose a source (local drive, OneDrive, Dropbox, or free media library).
3. Search and manage assets for easy access when creating posts.

Help Article: [Asset Library Guide]

Approval Flows

Manage and approve posts with a structured workflow:

1. Go to ‘Approvals’ under the Social tab.
2. Click ‘Create Approval’ and add approvers and steps.
3. Edit, duplicate, disable, or delete flows as needed.

The approver will receive an email notification seeking approval for the created post. The post only goes live once approved.

Help Article: [Approval Flows Guide]

Link In Bio

Create a landing page for your Instagram bio:

1. Click ‘Link in Bio’ in the Social tab.
2. Add URLs for the page and save your changes.
3. Publish the page to make it live on Instagram.

  Help Article: [Link in Bio Guide]

Manage Tags

Organise posts and interactions using tags:

1. Go to ‘Manage Tags’ in the Social tab.
2. Click ‘Create Tag’ to add new tags.
3. Edit or delete tags as needed.