DataGrid: Business Search

Article Overview

This article demonstrates how to set up DataGrid: Business Search for your account.

Tip: Only Pro/Enterprise accounts with the DataGrid Add-On will have access this this feature. Users must have Owner/Admin access in order to complete the setup.

Part 1: Form Creation

This part will walk users through the steps to build the form necessary to run DataGrid: Business Search.

• From the SalesRabbit Web App, navigate to "Settings" -> "Form Builder".

• Next, select "+ New Form" in the upper right corner to build a new form for DataGrid: Business search.
   

• On your new form, complete the following steps:
  • Step 1: Name your form in the upper left corner. (ex. DataGrid: Business Search).
  • Step 2: under the "Form Fields" dropdown and drag the following fields onto your form. 
    • Text Field: rename this field to "Keyword".
    • Dropdown Field: rename this field to "Radius (meters)" and list the following options as 100, 200, 400, 800, and 1500.
    • Note: these field names and options must match exactly.

• Step 4: select the cogwheel icon in the upper left corner.

• Enable "Custom Form Results".

• Step 5: click "Publish" and confirm to save your new form.

Part 2: DataGrid: Business Search Configuration Wizard

The part will demonstrate how to complete your DataGrid: Business Search setup in the configuration wizard.

• From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> "Add-Ons" -> select the "DataGrid - Business" tile.

• Next, navigate to "Configuration" -> click "Enable" or "Reconfigure".

• Select the form that was created in Part 1 of this article. This form will be used for this add-on. 
• Select the lead status you'd like the newly created leads to be marked with. When a search find businesses, then those places are converted into leads.
• Click "Finish" to complete your DataGrid: Business Search setup.

• You're all set! Next, you'll need to drop a pin and submit a form in the mobile app to begin populating leads on nearby businesses.

Part 3: Using DataGrid: Business Search on Mobile (iOS)

This part will demonstrate how to run DataGrid: Business Search on the iOS mobile app. These steps will not function properly unless part 1 & 2 of this article have been completed.

• To run a business search, users will need to select an existing lead or create a new lead -> click "Edit".

• Next, navigate to "Forms" -> click on the Business Search Form created in part 1 of this article.

• Enter in a "Keyword" & select a search "Radius" (meters) -> click "Submit" in the upper right corner.

• A green notification should appear indicating that business places within the chosen radius from the map marker are being converted into leads. Allow 1-2 minutes for leads to generate on the map.
• Leads associated with the keyword will appear on the map:

Part 4: Using DataGrid: Business Search on Mobile (Android)

This part will demonstrate how to run DataGrid: Business Search on the SalesRabbit Android mobile app. These steps will not function properly unless part 1 & 2 of this article have been completed.

• Coming Soon

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