Purpose
The new Uberall Homepage 2.0 enables businesses to attain their revenue goals by centralizing actions, tasks, and insights to improve discoverability and engagement. The homepage simplifies the user experience, promotes feature adoption, and introduces personalized recommendations. This drives higher customer retention, faster activation of new features, and product-led upselling, ultimately increasing customer satisfaction and revenue growth for Uberall. The solution aligns with Uberall’s core strategy of scalability and simplicity, particularly benefiting mid-market customers.
Target Audience
It is designed for Admins, Account Managers, Location Managers, and Multi-Account Managers, each of whom benefits from a tailored user experience with prioritized tasks, actionable insights, and enhanced workflow efficiency. This feature is also aimed at both Direct Customers and Partners who rely on Uberall to streamline their location-based marketing efforts.
Solution Breakdown
Location Performance Score (LPS)
The Location Performance Score (LPS) is a comprehensive performance metric that evaluates the overall health and effectiveness of a location’s online presence. It is calculated based on key factors such as Profile Completeness, Synced Listings, Resolved Reviews, Published Posts, and Answered Messages, with each component contributing to a weighted score out of 100. The score helps businesses monitor and improve their digital footprint by highlighting areas that need attention, such as missing information or unresolved reviews.
Key Components
The Location Performance Score consists of the following weighted components:
- Profile Completeness: Calculated based on the percentage of fields completed in a location’s profile. This includes required fields (name, address, phone), basic fields (opening hours, photos, descriptions), and advanced fields (keywords, services).
- Synced Listings: Based on the percentage of directories where a location’s data is successfully synced without any errors or actions required.
- Resolved Reviews: Reflects the number of reviews responded to or resolved in the last 30 days.
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Published Posts: Calculated based on the number of posts published in the last 30 days.
Answered Messages: Evaluate the response rate to messages across different communication channels.
Score Display and User View
- Single Location Managers: The Uberall Score reflects the performance of their individual location.
- Multi-Location Managers: The score is averaged across all locations they manage, providing an overview of performance across multiple sites.
Additional Considerations
- The score is recalculated dynamically based on real-time data from Uberall’s products.
- If any feature is disabled, the score calculation excludes it and only accounts for the remaining active components.
Your Tasks
The “Your Tasks” section in the solution design provides users with a prioritized list of actionable tasks based on their role and the products they’ve activated. Tasks are categorized by urgency and are dynamically updated to reflect new actions required across various areas, such as reviews, listings, and social posts. This section ensures users focus on high-priority items, like approvals or updates, to improve their account performance efficiently. Tasks can be snoozed or dismissed, and the section is designed to streamline workflows and enhance productivity by centralizing key actions.
Task Priorities
Each task is assigned a priority level based on it’s potential impact.
List of Tasks by Product
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Data Management
- Fill in missing required fields for the location (e.g., name, address).
- Sync locations that require new synchronization.
- Fill in missing advanced fields (e.g., keywords, services).
- Add bonus fields (e.g., website, email).
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Listings
- Connect missing directories (e.g., Google, Facebook).
- Claim or verify listings for a location.
- Add required fields to resume syncing.
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Messages
- Respond to unreplied conversations.
- Enable email notifications for new messages or forms.
- Configure live agent availability for chat.
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Reviews
- Reply to negative reviews (1-3 star ratings).
- Approve new review reply requests.
- Reply to star-only reviews (no text).
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Social
- Approve pending social posting requests.
- Create a new social post for a location (e.g., Facebook, Instagram).
- Respond to new social media comments.
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Platform
- Enable digest email notifications.
- Activate two-factor authentication (2FA) for user security.
Task Management Features
- Snooze or Dismiss: Users can snooze tasks for a defined period or dismiss them if they are not immediately relevant.
- Task Visibility: Tasks are specific to the user’s role (e.g., Admins will see tasks that require approvals).
- Loading States: Tasks are dynamically updated, with states including “Loading,” “Normal,” “Empty,” and “Failed” depending on the data’s availability.
Suggested Actions
The Suggested Actions section offers tailored, proactive recommendations to users, aimed at optimizing their engagement with the Uberall platform. These suggestions are personalized based on user roles, product activations, and usage patterns, ensuring relevance and practicality.
Suggested Actions by Product
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Data Management
- Upload a video for the location to enhance listings.
- Fill in missing meta tags for locators.
- Schedule location updates for better data accuracy.
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Listings
- Connect missing directories (e.g., Facebook, Instagram).
- Add Apple Business Connect.
- Specify different service hours if needed.
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Messages
- Enable Google Business Messages.
- Configure live agent availability.
- Enable WebChat.
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Reviews
- Enable review request features.
- Create response templates.
- Set up automated responses.
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Social
- Create Facebook Carousel posts.
- Use AI for posting.
- Create an Instagram Reel.
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Platform
- Invite more users to Uberall.
- Activate two-factor authentication (2FA).
- Change password regularly.
Location Score Ranking
The Location Ranking section provides users with a comprehensive overview of how their locations perform relative to one another based on the Location Performance Score. This feature allows users to identify which locations are excelling and which require improvement, enabling data-driven decision-making to enhance overall performance. Users can sort the rankings in ascending or descending order, helping them quickly pinpoint underperforming locations that need attention.
Tips & Tricks
The Tips & Tricks section provides users with practical advice and best practices to enhance their experience on the Uberall platform and improve their online presence. It offers actionable insights aimed at optimizing listings, effectively engaging with customers, and driving better performance across various channels. Each tip focuses on specific aspects of location management, such as improving profile completeness, leveraging customer reviews, and enhancing social media engagement.
By incorporating this section, Uberall empowers users to implement strategies that boost their local SEO and increase visibility. The straightforward presentation of guidance allows users to make quick changes that can lead to improved customer interaction and business success. Ultimately, the Tips & Tricks section serves as a valuable resource for users looking to maximize the effectiveness of their marketing efforts on the Uberall platform.
Homepage Filters
Key Features
- Business Filters: Users can select from all accessible businesses to view relevant data. This feature is only available for users with access to multiple businesses, including Multi-Location Managers.
- Location Filters: Users can filter data based on specific locations they manage. If a user has access to only one location, this filter will not be displayed.
- Product Filters: Users can choose which products to include in their view, such as Profile Completeness, Listings, Reviews, Social Posts, and Messages.
Behavior and Interactions
- Filters can be applied simultaneously, with the results reflecting a combination of selected criteria.
- A search function is available within the filter component headers, allowing users to quickly locate specific selections.
- The filter settings are retained across sessions, ensuring that users do not need to reapply filters each time they log in.
Visual Walkthrough
Screenshots
Frequently Asked Questions (FAQs)
How are tasks prioritized in the “Your Tasks” section if multiple tasks are created at the same time?
Tasks created at the same time are prioritized based on their assigned urgency level. Higher-priority tasks will always be displayed first.
What should I do if I accidentally dismiss a suggested action? Can I recover it?
If you dismiss a suggested action, it typically won’t reappear until a set period has elapsed. You may need to check back later or review the Suggested Actions section for similar recommendations.
If I enable a new product, will previous suggested actions automatically update?
Yes, suggested actions will dynamically update based on the newly enabled products, providing relevant recommendations tailored to your current usage.
What happens to my Location Ranking if a new location is added?
When a new location is added, the Location Ranking is recalibrated, and the new location will receive an initial score based on its profile completeness and other metrics.
Can I hide or customize the Tips & Tricks section based on my business needs?
Currently, the Tips & Tricks section cannot be customized or hidden; it is designed to provide universal guidance relevant to all users.
What happens if I apply a filter and then log out? Are the filters saved for my next session?
Filters applied during a session are not saved after logging out. You will need to reapply them upon your next login.
What if I only have access to one location—will the filters still display?
Yes, the filters will still be available, but the location and business filters will not be displayed, as it is only relevant for users with multiple locations.
How often are the metrics in the Location Ranking section updated?
Metrics in the Location Ranking section are updated in real time as data is synchronized across the platform.
What should I do if a suggested action seems irrelevant to my business?
If a suggested action appears irrelevant, you can dismiss it. The system will adapt future suggestions based on your ongoing activity and preferences.
Can I customize the display order of tasks in the “Your Tasks” section?
No, tasks are displayed based on their urgency level and cannot be rearranged manually.
If I disable a product, how does that affect my Uberall Score and tasks?
Disabling a product may negatively impact your Uberall Score as it removes associated metrics, and relevant tasks linked to that product will also be removed.