How to Create, Edit and Publish Your Listing

Experience Platform

How to Create a Listing Location

From hierarchy, you can tell if a location has a listing created by notating the icon underneath the Location column.

If you need to create one, follow the steps below:

  1. Navigate to the location you’d like to create a Listing for and hit the + icon under Location

  2. From here, either add a new address for the location or select a suggested address from your address book. *Once you create an address, SocialSurvey will automatically save it in your address book to utilize for any listings or tiers you create.

3. Once you have selected an address, you can edit multiple fields for your listing. These fields include:

    • Category

    • Tag Line

    • Description

    • Business hours

    • Time zone

    • Contact information (phone, website, email, etc)

    • Social Media links

    • Photos

4. Hit Save.

Your location will now be updated to your Listings Management app where you can review and publish your information to hundreds of sites!

Creating & Modifying an Agent Listing (Practitioner Page)

  1. Select the Listings Management app from the left navigation. This will open your Listings Management dashboard.


2. From here, navigate to the Agent Listings dashboard card and select ‘View’


3. You will now see all Agent Listings/Practitioner Pages for any agent under that tier.


4. When first activating Listings Management, all data from your agents profiles will be synced for you to review, modify, and publish. To view/modify this data, navigate to the agent and select ‘Edit’ from the drop down menu under actions.

5. From the pop out, you can add, modify or delete any information belonging to that practitioner page.

You can modify the following fields from this view:

  • Category

  • Tag Line

  • Description

  • Business hours

  • Time zone

  • Contact information (phone, website, email, etc)

  • Social Media links

  • Photos


How to Publish Your Listing

  1. Select the Listings Management app from the left navigation.

2. From your Listings Dashboard, select View from either the Location or Agent card.

Hint: both will take you to the same place


3. You can publish the Listings Management bulk edit page OR from each individual location/agent page.

To Publish from Book Edits

I. Navigate to Locations or Agents view. Whichever you are planning to publish!

II. After resolving any data issues, navigate to the Location or Agent you’d like to Publish. Slide the icon under Publishing from off to on.


III. Select ‘Publish’ from the dropdown menu under ‘Actions’


IV. Review any changes that you are about to make


V. Finally, Hit Publish!


To publish from the individual Location or Agent Listings page:

I. Navigate to the Locations or Agents view and select ‘View’ under actions


II. This will open up the individual Location or Agent Listing page. After cleaning up any data issues, make sure Publishing is switched on and select Publish

III. Review any changes that you are about to make

IV. Finally, Hit Publish!

How to Authorize sites to Publish

Currently, Facebook and Google My Business require further authorization in order to publish Location or Agent data. Follow the steps below to authorize these sites.

  1. Navigate to the site requesting the authorization and click on ‘Authorize’ under the Actions column


2. Follow the instructions from Facebook or Google to authorize.