Quick Start Guide
Thank you for exploring LocalClarity. This introductory guide will walk you through the basics of setting up and customizing your LocalClarity Workspace and Profile to ensure your brand optimized its local search presence effectively.
If you're new to LocalClarity, we strongly encourage you to explore the LocalClarity Knowledge Base, where you'll find dozens of platform and industry article. We are adding or updating content every week to equip you with the fundamental knowledge needed to navigate and utilize LocalClarity to its fullest potential.
User Accounts
Let’s dive into the very first step in customizing your LocalClarity instance, registering as a user.
Initial Sign Up
The first step is to simply provide your first and last name, business email account and a moderately strong password.
Workspaces
The LocalClarity platform is used by businesses of every size in over 100 countries, from single location shops to some of the largest retail chains. This flexibility is supported by our unique structure where a “Workspace” serves as the home for any number of distinct business entities (Profiles) that hold any number of business locations, each with numerous connected listings.
Creating a workspace is a simple process. We need only a unique name and some insights into your goals for working with LocalClarity.
Profiles
Immediately after creating a Workspace, you will be invited to the Profile creation flow. This updated process lets you customize the structure, set the initial functionality, and invite the team. Don’t worry skipping anything of the settings, you will always be able to update your preferences directly within the new Profile.
Core Details
Each profile can be customized to match your unique needs. Start with a name, icon, the primary business industry served from this profile and an estimate of the total number of locations you expect to manage.
Set Language, Date & Time Preferences
Here’s where you get to set your geographic preferences. Select from 14 available languages (more coming soon) and then set date and time formats. Next, you get to chose to time stamp applied to each review, either Coordinated Universal Time (UTC) or timestamp based on the time zone of the reviewed location.
Initial Reporting
Although you’ll have lots of flexibility for custom reports once the Profile is created, in this step you can turn on four of the most common email reports.
Generative AI
Now we’re getting into the good stuff. All Professional, Agency, and Enterprise plans come with a host of generative AI capabilities embedded directly into the platform. Select the ones that make sense for your needs.
Team Invitations
It’s time to share the power. Invite some additional users with their email and one of the default roles. Of course, you will have the option to create custom roles and invite any number of users for all funded plans. Include a short message to let the team know what to expect.
Confirmation
Here’s you chance to review all the details. If you need to make edits before proceeding, please navigate back to the relevant step. Don’t worry if you change your mind, all of these settings can be updated in the platform.
Integrations
Congratulations! You now have a completed structure to hold each of your intended source integrations. We highly recommendation that you start with the platform typically most important to your digital business presence, Google.
Google Business Profile
Most widely used due to Google's dominance in the global search engine market. Integrates deeply with Google Search and Google Maps, facilitating a high level of visibility and customer interaction for your brand.
Apple Business Connect
Targets users of Apple devices, which can be a significant market in regions with high Apple product penetration. Provides businesses with tools to customize how their information is presented in Apple Maps.
Bing Places for Business
Integrates with other Microsoft products and services, offering benefits for businesses embedded in the Microsoft ecosystem.
Facebook Local
Strong social component, as it integrates with the broader Facebook ecosystem, potentially increasing engagement through social shares and likes. Also great for promoting events and offers directly to a community-based audience.
50+ Additional Integrations
LocalClarity integrations to pull in listing and review data with 50+ other platforms. See the full list in Integrations.
Settings
This is where you can control the presentation and experiences of the users in the Profile. We invite every Admin to explore each section and then reach out to Client Success with any questions.
Reports
Deserving special attention in Settings is the Report creation workflow. Send systematic (daily, weekly, yearly) or real-time reports to both users and non-users. Notify store owners every time a negative review is received, send the last week of reviews to shareholders, or create any report to fit your workflows.
Automations
Be less busy with LocalClarity's Automation Engine. Set custom triggers and actions to notify, assign, and organize your team's workflows. Get notified when someone makes a suggested edit to your Google listing, assign specific reviews to specific people, tag certain reviews, and more.
Your AI Agent
Make AI work for you with custom AI Agents. Tailor your Agent to respond to reviews how you want, with your brand's tone of voice and any other context you give. Eliminate the busy work.
Quick Wins
See what your Listings need in an instant with our Locations module. Whether your stores need Descriptions, Holiday Hours, Posts, or something else, we present the information for you to quickly see and address.
Client Success
Our Client Success team is with you every step of the way. From getting onboarded into the platform, to tailored training calls along the way. LocalClarity makes sure you achieve your goals in the local space.
Answers to Common Questions
Does LocalClarity work with Agencies?
Yes, whether you want to work with us directly or via a white label instance.
How do I get started?
Get started by creating a free Profile and schedule a demo!