Manage Help Section by Scotty_1080p.mp4

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Hello, everyone

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It's Scottie here

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I just want to take a few minutes of your time

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I'm going to go over how to set up the managed health section

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Now, before I continue, you'll realize that this is not our July 29th training video that did not record properly, so I'm just going to go ahead and create this video just for you all

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Now, what you're already noticing is when you are importing our templates over, that the categories do not come over

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That is 100 % on design

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Since we do not determine what categories you want to put to help sections in

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Already in the training session on the 29th, we get several people asked, where should I put this training video, this training video, they already had their own ideas

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So for that reason, we do not import the categories

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That is for you to set up the categories, and I'll show you how to do that too, as well

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So let's get ready to manage the health section

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Now, I'm already uploading a video, which is kind of nice

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This is a simple paid house set up that I went over

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So let's kind of go over this

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So title, real simple

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As you'll notice with our platform, everything is just fill in the blanks

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Category, general

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Now, this is a category that you would have made

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So any category that you would have made will come up in the drop -downs

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Right in here, so you determine where this video, who has access to the video, basically

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So we kind of go, here's the title, the category

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All right, I think this is a general category

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That's what I'm putting it in

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So I'm putting it in general

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Maybe I had a paid house category

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See how you could just change it up

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Users always the minimum role

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Modules

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Now, this is again, we do not determine what module you have set up for the training videos

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So you say this person needs this video, or I'm sorry, this module, or this module, or XYZ

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Yes, there's modules on here that you do not have yet

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This is my platform

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Okay, so I'm going to keep it at mobile desktop sites

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But let me just get into a little example of how you can monetize the home section

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So you can actually now go, hey, I'm going to put it

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Maybe it's a CRM

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Maybe I'll just open the CRM to somebody

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And I want to charge the video

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You can now make sure that they have the CRM, put like a membership on it

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And so it's kind of neat, which you can do

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So you can monetize it as we've done with the university

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Now, when I come down here in the article body, this is really just like a content block

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Now, I'm going to show you where I got the embed code, which is right here

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The source code

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Now, I use Vimeo

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So let me pull over Vimeo just to show you where I get that code from

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So I got Vimeo pulled over

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I can use the C -rated here

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Here's a video

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Just as an example

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I hit Copy Link

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Let me show you

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Copy Link

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Embed code

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That's it

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That's all you do

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I copy that

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Now I have it

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Now, let me get out of this one

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Go back into my article

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And here is where I paste it

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That's it

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The embed code

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Paste it

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Save it

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That's it

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And then I centered it

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I don't worry if there's space up here or space below

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That doesn't matter

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And if I want to put in some text, I would start typing at the bottom of the video

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And text will come in right here

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Now, how does somebody find it? And what's it about? Well, clearly, easy PayPal set up my Scotty

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I just can't be impased from the top

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Keywords

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This is what they're going to type in in search

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I put in PayPal

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Now label

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You're going to come up and it's going to have no label show only a library

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Over here, but one degree to label, which is I just simply typed in PayPal

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Then it say, and now I will have a question

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mark label in PayPal in the training section

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So again, what you're going to want to do is try it out

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So instead of sending in a support ticket, how do I do this? This is where you figure that out

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This is where you act as a user

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Act as the reseller

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The white label

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And see what it looks like

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See what is created

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That's the whole point in the whole way to get you good at this system

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You put some information in

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You see what it looks like to the user

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And then there you go

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That's it

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So we put that label

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Kind of cool down here

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We get down an onboarding order

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So if I did like an number one, number two, number three, maybe it's the onboarding steps

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And again, you can see a lot of this as a video says you've brought over from us

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On the onboarding role, well, this is just going to keep it as all

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You'll have users

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Again, now we can also make sure that this video is only going to specific modules

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This is when we're going to get, keep it at mobile desktop sites

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Automate a pop -up

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Now what this is, say this is one of those important videos that you want

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Maybe it's a welcome video, whatever it is that you want somebody to watch

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The pop -up will come up

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Now the pop -up only goes away when somebody watches the video

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If they do not watch the video, it'll keep popping up, popping up until they watch the video

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That's the whole point of the pop -up

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So as you see from top to bottom, title, category, module, user

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So it's usually a good thing to set up your categories first

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It's usually a good thing that when you can put this video in a specific category

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And you can always come back

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It's easy

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Simply save

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That's it

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Now it's saved

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So what that means is now everybody in, under me, under us in this platform, with a user with mobile desktop sites will now get access to this video

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That's the simple as that

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So when you set it up, now all your customers, all your clients that you allow access to will have access to the video

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Pretty darn cool and pretty darn simple to do

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Nothing difficult that we did

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Really a copying patient and a few words typed in

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That's it

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Let's go back over to manage and help section

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Okay

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Now let's go over

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You can see we have them over here

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This is what yours looks like over here

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You can take an eye glass and interview it right there

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Now let's go over to manage help categories

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You can kind of see that all these categories are ones that we've actually written ourselves

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So this is what you would do

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So let's simply go to manage help section

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Create a new category

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See? Create a category

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That's it

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Again, when you have a platform like this that has these big green buttons, click here

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And then it even says, are you sure how can you go wrong? There's no way that you're going to learn this platform in week, two weeks, three weeks, four weeks

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It's going to take months to get better and better at this

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And quite honestly, you should still be getting better at this continuously

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Now category name

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Now here is amazing

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Remember how I was saying you can monetize your categories, monetize videos, monetize, basically everything

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So I used to see RMS as a really nice one

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So let's just say I wanted to use the CRM as an only

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Hey, I'm just getting in the CRM business

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Just a pure example here

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I'm setting up a plan for just a CRM

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I'm setting up the help categories for just a CRM

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And then maybe I set up an advanced CRM help category section, such as over here

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I'd say maybe advanced training, for example

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Give a description of it now

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Is it a membership? Or not? This is amazing

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So this is like the university

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This could now be put about a membership

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It's how pay training

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You know how to pay training

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Just like we do

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So that's all you do

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So remember how I just did PayPal

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Maybe I just want to go, you know what? I'm just going to put this in the PayPal category and really make it simple

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There we go

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PayPal

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So if I had a PayPal category set up, just like this, members should know

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I'll show you the pay

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Set up

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I simply then save it

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Now I have a new category

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Now I can put any video that I want to put in that category

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I just want to talk about the management help section

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I'm going to go to the general

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Okay, so you see this one? This is the one that I just did

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I can go over here with the pencil

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See my category

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Let's see if that new category that I made is in there

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Look at that

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Payout

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I'm going to set it right to there

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I'm going to go ahead and save it

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And now it's got its own category

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So now it's PayPal category

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So when anybody logs in, checks your category section, you'll see, wow, I have a PayPal category section

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Simple

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Now I'm going to put this back to general

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And I'm going to go ahead and save it again

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And there you have it

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Now one last little thing I want to mention

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We are in the process of making a lot of videos

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We were taking out our brand, our logo, as much as possible

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So we're doing that for everybody

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So just sit tight

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That is going to be part of our support page too

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That is basically ready

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But we just want to put these videos in and too

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So if you'll have them, you'll be able to download them too as well

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So everything will be right there

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Now ladies and gentlemen, that is it

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And if you want to get a little fancier or anything like that, you get to obviously use some of these options in here

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But let's just keep the help section really, really simple

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And that's it

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Now all you're new

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Now you can put out a video that says to everybody, you know, in your emails, manage emails, naturally we would put out emails and, hey, you video loaded up, go in and check in your XYC

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section

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That's it

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So that's how you do everything

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That's how you set up your help section

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That's how you set it up for users

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Obviously, what you want to do is you can't just put your thinking camp on and go, what are the categories that I want this in? Then you go step by step, put in all the videos

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And before you know it, you are all done in your help section

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You set up perfectly

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Okay, everybody

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Thank you so much for watching this brief little video on the help section