Search4local

App user guide

This guide will talk you through the step by step processes you need to create your own bespoke and engaging business app. Whether you’re using your app to send offers and promotions to your customers or you wish to increase the number of customers visiting your restaurant, this guide will help you tailor your mobile app to your requirements.

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Home Cards:

Home cards are the banners you will see appear on the load up screen of your app. These home cards are used to provide customers with an interactive way of checking out your offers and any promotions or events you are currently running. Alternatively, you can also use these home cards to inform and engage customers in any information you wish for them to know. For example, your first home card could be ‘Delicious Carvery Every Sunday’ or ‘20% off MOT tests with our app’. These home cards can then be linked to any internal or external page you wish such as; contact page, online menu or the home page of your website. We advise that this link is kept relevant in order to engage with your customers. To create your own bespoke home cards, follow these simple steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Home Cards’ which you will see located near the top of the screen
  • This will then drop down to two options- click on ‘Create Card’
  • Now you are ready to create your own home card!
  • Enter a name you wish your card to have, for example: ‘Bespoke Social Media Pages’
  • Next choose the action you wish for your home card to take e.g. ‘Open Contact’
  • Alternatively, if you want your home card to link to a website, select ‘Open a URL’ and simply copy and paste the link into the ‘URL’
  • The next stage is to select an image you would like to show as your home card.
  • This image needs to be optimised to 930 pixels x 511 pixels which can be done via Photoshop, Paint or an online image optimiser.
  • Once you have optimised your image, click on ‘Click here to upload an image attachment’ and select your desired image from your files.
  • Finally, click ‘Confirm’ and then ‘Close’ on the pop up that appears.
  • Your home card will now have been added to your business app.
  • You can then repeat this process until you have created all your desired home cards.
  • To view all your home cards so far, hover over the menu, select ‘Home Cards’ in your menu and then click ‘Manage Cards’.
  • To edit a home card, simply select it and click ‘Edit’.
  • Your home card will now have been added to your business app.
  • You can then repeat this process until you have created all your desired home cards.
  • To view all your home cards so far, hover over the menu, select ‘Home Cards’ in your menu and then click ‘Manage Cards’.
  • To edit a home card, simply select it and click ‘Edit’.

Services:

Services are located under the ‘More’ section of your business app. Services provide your customers with a short and sweet description of the services that your business can offer. You can add as many or as little service cards as you wish, however, we advise that you cover all the services you wish for your customers to engage with. For example, a hair salon may wish to have service cards for ‘hair cuts’, ‘hair extensions’, ‘hair dye’ and any other service they offer. Having interactive service cards allows your customer to view the services you offer with the click of a button and link through a more detailed description on your website. Unlike home cards, services give you the chance to add small descriptions detailing the service that you offer. E.g. a customer advertising their MOT tests on a service card may have a description such as; ‘We offer professional MOT tests right here in our own specialist test centre’. To create your own bespoke service cards, follow these simple steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Services’ which you will see located near the top of the screen
  • This will then drop down to two options- click on ‘Create Service’
  • Now you are ready to create your own service card!
  • Enter the name you would like your service to have, e.g. ‘Search Engine Optimisation’
  • Next add a description of this service e.g. ‘Professional SEO services, call us for a free website audit.”
  • Then you need to choose whether your service card links to a URL or not
  • If you would like to link your service card to your website or other website, select ‘Open a URL’ and simply copy and paste the link into the ‘URL’
  • Finally, you need to choose an image to add to your service.
  • This image needs to be optimised to 930 pixels x 511 pixels which can be done via Photoshop, Paint or an online image optimiser.
  • Once you have optimised your image, click on ‘Click here to upload an image attachment’ and select your desired image from your files.
  • Finally, click ‘Confirm’ and then ‘Close’ on the pop up that appears.
  • Your service card will now have been added to your business app.
  • You can then repeat this process until you have created all your desired service cards.
  • To view all the services, you have created so far, hover over the menu, select ‘Services’ and click on ‘Manage Services’.
  • To edit a service, simply select it and click ‘Edit’.

Locations:

The location section of the app allows customers to view where your establishment is on the map. This allows customers to not only view how close they are to your business but also plan their journey to you. Our locations section provides customers with your address, opening times and also an option to follow directions from their exact location to your establishment. This feature is a quick and simple way of customers viewing where you are and what time you are open until with no hassle. When we set up your app, your primary location will already have been added for you as part of the development process as well as this location’s opening times. However, if your business grows and expands you may need to add new locations to your backend. To add a location to your app, follow these simple steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Locations’ which you will see located at the top of your screen
  • This will then drop down to two options- click on ‘Add Locations’
  • Now you are ready to add a new location!
  • You will then need to fill in the following fields from ‘Business Name’ to ‘Postcode/ ZIP code’.
  • Note: Do not fill in the field labelled ‘MAC Address (optional)’ this is done by ourselves.
  • Finally, enter your business’s post code into the ‘Search for the location…’ search box in the map, click on the location that appears as a drop-down.
  • You can then navigate the map, until you find your companies location- when you do simply click on your company’s name or the building you are located in.
  • To navigate the map, use the ‘Ctrl’ button on your keyboard and your computer mouse.
  • This will then add to the location coordinates box and your new location is complete.
  • Click ‘Submit’ and then ‘Close’ on the pop-up message to finalise your new location.
  • To view your list of locations, go back to the menu on the left-hand side of your screen and select ‘Locations’
  • Then, select ‘Manage Locations’ from the drop-down options.
  • If you would like to add opening times to your new locations, click ‘Edit’ on your new location.
  • Fill in the correct opening times and then select ‘Save’
  • Your new location will now be added to your business app and can be viewed under the ‘Locations’ tab.

Offers:

The offers section of the app allows you to create relevant and engaging offers and promotions to send out to your customers. These offers can be used to tell customers about an existing or upcoming offer that your business has. Offers can also be used to encourage existing customers to return to the store by means of discounts or deals. You can choose the image and text that you would like your offer to have and decide who you want this offer to appear for. Using an innovative method of push notifications and in-app notifications, your customers can easily engage with and redeem any offers they are sent. Choose your timeout and redeem period and control when and where you want people to view your offer. To create your own bespoke offer, follow these steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Offers’ which you will see located under ‘Offers & Campaigns’
  • This will then drop down to two options- click on ‘Create Offer’
  • Now you are ready to create your first bespoke offer.
  • At this stage you will need to enter your ‘Push Title’, ‘Push Message’, ‘App Title’ and ‘App Message’.
  • Your push and app titles could be something like; ‘1/2 Price Web Design!’ and your descriptions could be ‘Claim Half Price On a 5 Page Website, By Quoting This Code – S4L’.
  • Once you have completed the push notification settings you can use similar or the same information for your In-App Offer Details
  • You then need to add an image to your offer.
  • This image needs to be optimised to 930 pixels x 511 pixels which can be done via Photoshop, Paint or an online image optimiser.
  • Once you have optimised your image, click on ‘Click here to upload an image attachment’ and select your desired image from your files.
  • Then scroll to the bottom of the screen and click ‘Next’.
  • Note: Please ignore the section detailing ‘PLU values’ as this is not relevant to your app.
  • You must then enter your Terms & Conditions for the offer, these will be relevant to your individual offer. (With a max of 2000 characters).
  • Then click ‘Next’
  • Next, you will decide what action will occur when the customer engages with your offer- either open the app or a relevant URL.
  • The next sections you must complete are the ‘Expiry Timeout’ and ‘Redeem Timeout’. Here you can choose how long you would like your offer to last for and how long the customer has to redeem this offer.
  • Then click ‘Next’.
  • The next stage you will see is the stores section. Here you can select the different stores you would like to push your offer out to. If you only have one store, simply select this.
  • The final part of the offer creation process is simply to double check all the details you have filled in. If everything is correct, scroll to the bottom and click ‘Confirm’ and then ‘Close’ when the success pop-up appears.
  • If you do notice any errors in your offer, simply click ‘Previous’ until you reach the section you want to amend and then return to the end and confirm your offer.
  • To view all of your existing offers, go back to the menu and select ‘Offers’ in the drop-down menu select ‘Manage Offers’ here you can view every offer you have created.

Feedback:

The feedback section of your business app is vitally important in gathering your customers experience and rating of your establishment. Through this section, customers get the chance to leave you a star rating and a description of their experience. This tool is incredibly helpful to help you identify the areas that your company is successful in and also the areas that could need some improvement. Every time you receive feedback, it will appear under the ‘Feedback’ section of your backend dashboard which you will find at the bottom of the menu. From this page you can then view, delete and reply to any feedback you have received. To view, delete or reply to your feedback, follow these simple steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Feedback’ which you will see located under ‘Analytics & Data’
  • Now you are ready to view, delete or reply to your feedback.
  • Here you can view the ID, Date & Time, Message and Rating of feedback received
  • To reply to feedback, click on the ‘Reply’
  • Under the ‘Your Reply’ section, type the message you would like to reply to your customer and hit ‘Send’.
  • A pop-up message saying ‘Success’ will then appear, click ‘Close’ on this message and your feedback will be sent.
  • To delete feedback, simply select the ‘Delete’ button next to the feedback you want to get rid of.
  • You will then get a pop-up message asking if you are certain, click ‘Yes’, then click ‘Close’ on the next pop up message. You feedback will then be deleted.
  • Any feedback that the customer sends, will appear within this section. We advise that you regularly check this to keep on top of customers feedback.

Campaigns:

Within your business app you have the ability to create 4 different types of campaigns. Your 4 options include; First Visit Campaign, Visits Campaign, Rolling Campaign and Periodic Campaign. A ‘First Visit’ campaign creates a campaign that is triggered the first time a user visits a store. This type of campaign is useful for targeting customers the first time they visit the store. A ‘Visits Campaign’ creates a campaign where the triggers are defined by how many times a user has visited the store. This type of campaign is useful for targeting customers based on how many times they visit your store. ‘Rolling Campaigns’ create a campaign where the triggers are defined by the number of times a user visits the store within the set period of time (rolling period). This type of campaign is useful for targeting customers based on the regularity they visit the store. A ‘Periodic Campaign’ is a very simple campaign that will send you an offer every x days from your start date to end date. To create these 4 campaigns, follow these simple steps.

First Visit Campaign:

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Campaigns’ which you will see located under ‘Offers & Campaigns’
  • Then from the drop-down menu, select ‘Create Campaign’
  • Under ‘Select Campaign Type’ select ‘First Visit Campaign’ and then click ‘Next’
  • Now, select the ‘Name’, ‘Proximity Trigger’, ‘Date From’ and ‘Date To’ that you wish to give your campaign.
  • Next, select the stores you would like to send your campaign out to and then click ‘Next’.
  • You then need to set the ‘First Visit Message Delay’ this is the amount of time you will wait after the customer has left your establishment before you send them a message.
  • Click the drop down to select the time you would like e.g. 15 minutes.
  • You must then set the target audience that you would like your campaign to reach.
  • Select options from; ‘Engagement Method’, ‘Sex’, ‘Age Group’ and ‘Dwell Time’.
  • These settings can be set to suit your individual campaign and the requirements your business wishes to meet.
  • Once you have selected your options, click ‘Next’
  • Next, you must select a “pre-made” offer that you wish to associate with this campaign.
  • Once you select the offer you wish to use, the ‘Expiry Timeout’, ‘Redeem Timeout’ and ‘Terms’ will automatically fill with the offers existing information.
  • Finally, you need to confirm all the details for your campaign are correct and click ‘Confirm’.
  • Then click ‘Close’ on the success pop-up that will appear, and your first visit campaign is complete.

Visits Campaign:

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Campaigns’ which you will see located under ‘Offers & Campaigns’
  • Then from the drop-down menu, select ‘Create Campaign’
  • Under ‘Select Campaign Type’ select ‘Visits Campaign’ and then click ‘Next’
  • Now, select the ‘Name’, ‘Proximity Trigger’, ‘Date From’ and ‘Date To’ that you wish to give your campaign.
  • Next, select the stores you would like to send your campaign out to and then click ‘Next’.
  • Now, select the ‘Number of visits required’ by the customer before the campaign is sent to them.
  • Then, you must select whether the campaign is ‘Recurring’ or ‘Milestone’.
  • If the campaign is recurring, then it will be based around a time period, for example a campaign that runs every six months etc.
  • Whereas, if the campaign is Milestone then this campaign will be launched every time a customer reaches a certain ‘milestone’. For example, if a customer has visited your business 10 times they might get half price meal.
  • You must then select whether the campaign is ‘All Time’ or ‘Campaign Duration’.
  • And lastly on this page, you must choose whether the customer gets a notification on the first visit or not.
  • You must then set the target audience that you would like your campaign to reach.
  • Select options from; ‘Engagement Method’, ‘Sex’, ‘Age Group’ and ‘Dwell Time’.
  • These settings can be set to suit your individual campaign and the requirements your business wish to meet.
  • Once you have selected your options, click ‘Next’
  • Next, you must select a ‘pre-made’ offer that you wish to associate with this campaign.
  • Once you select the offer you wish to use, the ‘Expiry Timeout’, ‘Redeem Timeout’ and ‘Terms’ will automatically fill with the offers existing information.
  • Finally, you need to confirm all the details for your campaign are correct and click ‘Confirm’.
  • Then click ‘Close’ on the Success pop-up that will appear, and your visits campaign is complete.

Rolling Campaign:

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Campaigns’ which you will see located under ‘Offers & Campaigns’
  • Then from the drop-down menu, select ‘Create Campaign’
  • Under ‘Select Campaign Type’ select ‘Rolling Campaign’ and then click ‘Next’
  • Now, select the ‘Name’, ‘Proximity Trigger’, ‘Date From’ and ‘Date To’ that you wish to give your campaign.
  • Next, select the stores you would like to send your campaign out to and then click ‘Next’.
  • You must then select the ‘Rolling Period’ and ‘Number of Visits Required’ and click ‘Next’.
  • You must then set the target audience that you would like your campaign to reach.
  • Select options from; ‘Engagement Method’, ‘Sex’, ‘Age Group’ and ‘Dwell Time’.
  • These settings can be set to suit your individual campaign and the requirements your business wish to meet.
  • Once you have selected your options, click ‘Next’
  • Next, you must select a ‘pre-made’ offer that you wish to associate with this campaign.
  • Once you select the offer you wish to use, the ‘Expiry Timeout’, ‘Redeem Timeout’ and ‘Terms’ will automatically fill with the offers existing information.
  • Finally, you need to confirm all the details for your campaign are correct and click ‘Confirm’.
  • Then click ‘Close’ on the Success pop-up that will appear, and your visits campaign is complete.

Push Notifications:

A push notification is a message that pops up on a mobile device. App publishers can send them at any time; users don’t have to be in the app or using their devices to receive them. They can do a lot of things; for example, they can show the latest sports scores, get a user to take an action, such as downloading a coupon, or let a user know about an event, such as a flash sale. Push notifications look like SMS text messages and mobile alerts, but they only reach users who have installed your app. To create your own bespoke push notification, follow these simple steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Campaigns’ which you will see located under ‘Offers & Campaigns’
  • Then from the drop-down menu, select ‘Push Notifications’
  • You must now choose the Title for your push notification, e.g. ‘Free Hot Drink with any Cake’
  • Next you need to add your notification body, this could be ‘Pop in store between 12-2 pm and claim your free hot drink with any cake purchased’.
  • Once you are happy with your push notification, hit the ‘Send’
  • Click ‘Close’ on the success pop up that appears.
  • Your message will now be sent out to users that have downloaded your app.
  • If you would like to create more push notifications, repeat this process.

Beacons:

Beacons are small computers, roughly the size of a standard Wi-Fi router. As part of indoor positioning systems, beacons use proximity technology to detect human presence nearby and trigger pre-set actions to deliver informational, contextual, and personalised experiences. When a user walks past an area where an indoor positioning system is set up, a beacon sends a code with a message to their mobile device. Here app solutions come forth: this coded message, which is shown in a form of a notification, can only be viewed with a mobile app (third party or brand mobile app). To create, manage or assign your beacon messages, follow these simple steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Campaigns’ which you will see located under ‘Offers & Campaigns’
  • Then from the drop-down menu, select ‘Beacons’
  • To create a new beacon message, click on ‘Create Message’
  • You then need to fill in the ‘Title’, ‘Body’, ‘Action’ and ‘Frequency (Hours)’ of your message.
  • Once you are happy with your beacon message, click ‘Create’ and then ‘Close’ on the success pop-up that appears.
  • In this section of the dashboard, you also have the option to assign your messages to different beacon groups, to help keep them organised.
  • To do this, click ‘Assign’ under ‘Assign Messages to Beacon Groups’ and select which group you would like to assign your message to from the drop-down menu.
  • This screen also allows you to ‘Manage Beacon Messages’
  • Meaning, you can ‘Delete’ or ‘Edit’ your beacon messages if and when you like, by simply clicking the desired button.
  • You can come back to this section and ‘create’, ‘manage’ or ‘assign’ beacon messages at any time.

Campaign Analytics:

In the ‘Campaign Analytics’ section of the dashboard, you can view a range of data regarding your different offers and campaigns. You are given the option to choose a range of data options varying across different pages. In the campaign analytics section of the dashboard you have the option to view; ‘Overview’, ‘Campaign Data’, ‘Store Data’ and ‘Beacon Campaigns’. Each of these pages provide you with an extensive amount of helpful information covering all the data and analytics you need from your campaigns. To access your campaign analytics data, follow these simple steps.

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Campaigns’ which you will see located under ‘Offers & Campaigns’
  • Then from the drop-down menu, select ‘Beacons’
  • You will then be provided with 4 different graphs labelled, ‘Offers Sent and Redeemed’, ‘Offers Sent by Engagement Method’, ‘Offers Sent by Age Group’ and ‘Offers Sent by Gender’.
  • The ‘Offers Sent and Redeemed’ graph allows you to view the number of offers sent, compared to the number of offers opened and the number of offers received.
  • This data allows you to see the success of the campaigns you are sending out and where you can improve on these.
  • The ‘Offers Sent by Engagement Method’ show you how many offers have been sent using the different methods of engagement across a given time period.
  • This data allows you to see which engagement method you are using most commonly and compare this to the success each of your campaign types is having.
     
  • ‘Offers Sent by Age Group’ provides you with data regarding the different offers you have sent to different age groups.
  • This data allows you to view the number of offers you are sending to different age groups and compare this to the success your campaigns are having
  • The final graph shows ‘Offers Sent by Gender’. This allows you to view the number of offers sent to different genders.
  • Again, this data allows you to view the number of campaigns sent to different genders and compare this to the success of your campaigns.
  • In the top right-hand corner of each graph, you have the option to change the dates, which as a result will provide you with different information.
     
  • Additionally, you can use the slide-bar along the bottom to change the dates of the data you are viewing.
  • Under ‘Campaign Analytics’ you can view a range of data including; ‘Campaign Data’, ‘Store Data’ and ‘Beacon Campaigns’.

Presence:

The presence section of the dashboard focuses on the data and analytics the app collects regarding any live customer data. In this section you can view graphs and tables regarding ‘Offers Sent and Redeemed’, ‘Offers Sent by Age Group’, ‘Offers Sent by Gender’, ‘Repeat Users vs New Users’, ‘Average Duration’, ‘Conversion Rate’, ‘Time of Day’, ‘Current Devices’, ‘Average Dwell Time’, ‘Most Popular Device’, ‘All Devices’, ‘Dwell Time’, ‘Historical Data’, ‘Live Data Maps’ and so much more! This data allows you to view what the users that have downloaded your app are viewing it from, how long they are spending on the app and all other possible data you could ask for! Follow these simple steps to learn how to use your ‘Presence Analytics’ in the best way.

Live Map:

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Presence’ which you will see located under ‘Offers & Campaigns’
  • Then from the drop-down menu, select ‘Live Map’
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  • Once you have clicked this button, you will see a screen with a grey-scale map and a line of your created offers at the top.
  • The live map feature allows you to drag and drop your offers onto a specified area of the map in order to send this offers to those targeted users.
  • In order to navigate the map, use the ‘Ctrl’ button on your keyword and your mouse.
  • You can scroll in and out to make the viewable area bigger or smaller and drag the map across to view different locations.
  • On the right-hand side of the map you will see a section labelled ‘Social Users’ this will show up how many users are in your chosen area and how many users will receive your offer.
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  • To drop your offer, simply pick the offer you would like from the top and drag and drop it onto the map.
  • An ‘Are you sure?’ pop up will then appear, you can then clarify how long the offer lasts and when it will timeout. If you are happy with your offer click ‘Send’
  • Finally, on the ‘Success’ pop-up that appears, click ‘Close’ and you offer will be sent.

Historical Maps:

In this section of that app you can see 3 different Historical Maps that you can use. The first historical map details the devices and visits that you have had. The second map focuses on data purely regarding your beacon activity and the final map focuses on any Wi-Fi activity that your app has gained. Through the use of these 3 maps you can track and see which times and locations your establishment had the most activity. Follow these simple steps, to make full use of your historical map features.

Live Map:

  • Hover over the left-hand side of your screen and you will see your menu pop up
  • At this stage, click on ‘Presence’ which you will see located under ‘Offers & Campaigns’
  • For the Historical Device Map select ‘Historical Map’ from the drop-down menu
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  • To begin using your historical device map, select the blue ‘Setup’ button at the bottom
  • This will then lead you to a data setting screen, where you must select the date ranges you wish to view data for, i.e. the last 12 months.
  • Once you have done this, click ‘Select’
  • At the top of the map, you will notice three drop down options; ‘Proximity’, ‘Competitors’ and ‘Store’ you can alter and change these as necessary to suit your personal offer.
  • Then click the green ‘Download and Play’ button at the bottom of the screen and view the movement of your customers from the last 12 months in the location you have selected.
  • You can pause and play the map at any time by clicking the orange ‘Pause/Play’
  • To reset your historical map, simply select ‘Setup’ and restart the process.
  • To open the ‘Historical Beacon Map’ click on ‘Presence’ in the menu and then select ‘Historical Beacon Map’.
  • At the bottom of this screen you can set and change the dates for the information you want to view, then click ‘Download and Play’.
  • To reset your data, simply select different dates and repeat the process.
  • To open the ‘Historical Wi-Fi Activity’ click on ‘Presence’ in the menu and then select ‘Historical Wi-Fi Map’.
  • At the bottom of this screen you can set and change the dates for the information you want to view, then click ‘Download and Play’.
  • To reset your data, simply select different dates and repeat the process.
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