In this lesson, we’re going to walk through setting up your business profile in Chatavise. Follow along, pause the video if needed, and you’ll be up and running in no time.

Step 1: Access Location Settings

To get started, go to the top right of the screen and click on the gear icon. Then, click on Locations.

Step 2: Upload Logo and Set Display Name

Next, open the location profile. Take a moment to upload your logo, then ensure the display name is correct. This is the name customers will see on review invites, opt-in texts, forms, surveys, and other parts of the app.

Step 3: Set Forwarding Phone Number

In the Phone Number field, input the phone number where you want calls to be forwarded. When a contact or lead calls your Chatavise business phone line, this is where the call will be forwarded. For some, this might be a personal cell phone number, while others may use a business office landline or call center number. You can always change this later, but be sure to enter the best number so you don’t miss any calls.

Once you’ve made your changes, click Save Changes.

Step 4: Set Operation Hours

Next, click on the Operation Setup tab. By default, all new accounts are set to 24 hours to mimic how texting works on iPhones and Androids, meaning you can receive a text at any time and respond when available. However, here, you have the option to set your opening and closing hours—just like I’m doing here.

When someone texts you outside of these hours, Chatavise will send an automated text. This ensures you have a quick touchpoint with customers, no matter when they text you. To customize the response, go to the After Hours Response section. Here’s an example of what it could look like.

Step 5: Set Up Review Invitations

Now, this next part may not apply to all businesses, but asking for reviews never hurts—unless your business has poor reviews, of course. (Sorry about that interruption, let’s continue!)

Go to the Review Invite Setup tab. Here, you can activate the Sounding Board feature. This feature allows you to capture customer sentiment before they leave a review. Be sure to check out our Reputation Management course when it’s available. If you want to be notified when the course drops, just text me REPUTATION to (470) 375-9088, and I’ll send you more details.

For now, choose the rating type by selecting one of the two radio buttons.

Step 6: Set Up Review Platforms

Next, in the Site Name field, name the platforms where you want to receive reviews, such as Google, Facebook, HomeAdvisor, BBB, TripAdvisor, Trustpilot, and more. If you have a mobile app in the Apple or Google Play Store, you can add that here as well. We recently did this for ourselves, so be sure to leave us a review!

The next step is to paste your review invitation link into the Link field. Once that’s done, this section is complete.

Step 7: Configure Marketing and Opt-In Settings

The final section we’ll set up is the Marketing section. To ensure the opt-in is configured correctly, click on the Marketing tab at the top, then Opt-Ins, and then Setup.

Here, you’ll see what was created during the initial onboarding process. Click the Edit button located at the top right.

Review/Referral Invite Message

The first field is the Review/Referral Invite Message. This message will appear at the bottom of review invites when the recipient clicks the sign-up button.

Privacy Policy URL

The next field is the Privacy Policy URL. Simply copy the URL from your website so that users are directed to it.

Monthly Message Count

Now, enter the Monthly Message Count. This lets people know how many promotional text messages they can expect each month. There’s no right or wrong number, but most businesses set it to 4 or 5. Some clients have it as high as 15, 20, or even 25.

Opt-In Instructions

In the Opt-In Instructions field, keep the message simple and broad. Remember, people may be coming from various channels, such as public speaking events, networking, vendor shows, expos, landing pages, or social media call-to-actions. So, a good example would be:

“Thank you for your interest in learning more about [insert your company name].”

The rest of the message is view-only and will adjust based on the answers you input in previous fields.

Welcome Message

For the Welcome Message, keep it simple and broad as well. An example would be:

“Thank you for opting in.”

Two-Step Consent

Finally, let’s talk about Two-Step Consent. When the checkbox is turned on, two-step consent means users will receive an automated message asking them to text back “YES” or “Y” to confirm they want to opt in.

If the checkbox is off, no message is sent. As soon as they submit the form, the opt-in process is complete.

Wrapping Up

If you’ve followed along during this lesson, your business profile should now be set up and ready to go! In the next lesson, we’ll walk through setting up your User Profile—for yourself and other users on your account.

I’ll see you over there!

In this lesson, we’re going to go through setting up your business profile in Chatavise. So follow along, pause the video if you need to, and you’ll be up and running in no time.

To get started, we’re going to go to the top right of the screen and click on the gear icon. Then, click on “Locations.”

Next, let’s open up the location profile. Here, take a second to upload your logo. Then, ensure the display name is correct. This is the name that customers will see on review invites, opt-in text, forms, surveys, and other parts of the app.

In the phone number field, input the phone number where you want phone calls to be forwarded to. When a contact or lead calls your Chatavise business phone line, the phone number that is in this field is where that call will be forwarded to. For some people, this is their personal cell phone number. For others, it’s their business office landline or their call center. You can always change this later, but it’s important to make sure you put the best number so that you don’t miss calls.

Once you’re done with that, then click the “Save Changes” button.

Next, let’s click on the “Operation Setup” tab. Here, we default all new accounts to 24 hours to mimic how texting works on iPhones and Androids. Basically, you can receive a text at any time and respond when you are available. But in this section, you have the added option of choosing your opening and closing hours—kind of like I’m doing here.

Now, when someone texts you outside of the opening and closing hours, Chatavise will send out an automated text. This makes sure that you have a quick touchpoint with them no matter when they text you. To customize the response, we just go to the “After Hours Response” section. Here’s an example of what one might look like.

Now, this next part is not necessarily applicable to all businesses that use us, but getting reviews for your business never hurts—unless your business sucks. That is so disrespectful. Don’t you see I’m doing a video here? Anyways, my apologies. Let’s continue.

So, let’s go to the “Review Invite Setup” tab. Here, we have the opportunity to activate the Sounding Board feature. This feature allows you to capture customer sentiment before they leave a review. Make sure to check out the Reputation Management course when it comes out. And if you want to be notified when the course drops, just text me REPUTATION to (470) 375-9088, and we’ll go much more in depth.

For now, let’s choose the rating type by choosing one of these two radio buttons.

Next, let’s go to the “Site Name” field. Here, we can name platforms like Google, Facebook, HomeAdvisor, Better Business Bureau, TripAdvisor, Trustpilot, etc. And if you have a mobile app in the Apple or Google Play Store, you can add that there as well. We recently did this for ourselves, so make sure you leave us a review!

The next step is to paste the review invitation link in the “Link” field — and voilà, this section is complete.

Now, the final section we are going to set up is the Marketing section. We want to make sure the opt-in is configured correctly. So let’s go to the “Marketing” tab at the top, then “Opt-Ins,” then “Setup.”

Here, you can see what was created when you went through the initial onboarding process. Now let’s click on the “Edit” button located at the top right.

The first field that’s here is the Review/Referral Invite Message field. This message will appear at the bottom of review invites when they click the sign-up button.

The next field is the Privacy Policy URL. Simply copy the URL from your website so that people are directed to it.

Next is the Monthly Message Count. Here, we need to let people know how many promotional text messages they can expect to receive in any given month. There isn’t a right or wrong number here, but most traditional businesses have it set to four or five. Some of our clients have as high as 15, 20, or even 25.

In the next field, Opt-In Instructions, we want to keep the message simple and broad. A good rule of thumb is to consider that other people may be coming in from different channels. So think about public speaking, networking, vendor shows, expos, landing pages, social media call-to-actions—those are just some off the top of my head.

So, keeping these examples in mind, we want to keep this message broad. Something like:

“Thank you for your interest in learning more about [insert the name of your company].”

The rest of the message is view-only and is only affected by the answers that you put in the previous fields.

The next field is the Welcome Message. Same thing here—let’s keep it simple and broad. An example is:

“Thank you for opting in.”

Last part here is the Two-Step Consent. I’ll quickly explain what that is.

When the checkbox is turned on, two-step consent means that they will receive an automated message asking them to text back “YES” or “Y.” This will confirm that they wanted to opt in.

When the checkbox is off, they will receive no message, and the minute they hit submit, all steps are complete and they are opted in.

If you followed along during this whole process in this lesson, your business profile has been set up and you’re ready to go. In the next lesson, we will go through setting up your User Profile—for yourself as well as other users on your account.

I’ll see you over there!