Below you'll find the necessary steps and flow to understand Claim Listings:


  1. What are claim listings?
  2. Create a Membership Level / Product that will act as a placeholder for your claim listing profiles.
  3. Assign the Claim Listing Level to the members that you are importing.
  4. See how your members claim their listing.



Additional Resources:


How Do I Manage Leads Sent To Claim Listings?

Exporting your Claim Listings to a 3rd Party Email Software like MailChimp

Collecting Emails

Send One Email at the Time to your Members > Claim Your Listing Email With Easy Instructions




1. What are Claim Listings?


Make sure to read these 3 articles thoroughly: 


The Ultimate Guide To Claim Listings - Part 1

The Ultimate Guide To Claim Listings - Part 2

Can I Send A Mass Email Campaign Using Brilliant Directories?




2. Create a Membership Level / Product That will act as a Placeholder for your Claim Listing Profiles


Please go to:


FINANCE >> MANAGE PRODUCTS >> Click on New Product.





On this new Product / Level we are going to add a title, in this example, we are going to call it "My Claim Listings" because it is just a placeholder, a vessel to group our Claim Listing Members.





On the Pricing Tab, we are going to select under Account Type: "Claim", once you do click on Save Changes:





So now we have our Claim Listings Level:





3. Assign the Claim Listing Level to the Members That you are Importing


IMPORTANT

  • If you are importing claim listing members don't add their real email because, at the time of claiming their profile, duplicate accounts are going to be created in the system. 
  • It is not necessary to add an email to the import file because the system will auto-generate emails for them.
  • If you don't know how to format your CSV import file please check the following resource Importing Members FAQ.


Once your import file is ready for you to import it, you must do the following so your claim listing members are in the proper Product or Membership Level:


Please go to:


MEMBERS >> IMPORT MEMBERS





Now you can go to FINANCE >> MANAGE PRODUCTS to view your claim listing members:





4. See How your Members Claim Their Listing



Please go to:


FINANCE >> MANAGE PRODUCTS >> Click on Actions >> View Live Profile




Now you can see that there is a Claim Listing message, your prospective member will need to click the Claim Listing button to claim their listing:




Once they clicked the button, the system will take them to the pricing page to select the Membership Level or Product, that they would like to acquire on your site:



The website will take them to a secure page to add their email and password.



Lastly, they can add all of their details to their profile: