Our SaaS platform allows people to collect reviews through text and/or email for review sites that are important to them. We have 2 types of accounts that do this. One is called Express and the other is called Premium. The primary difference between the two is that Express allows someone to select any review sites they want to collect reviews for and Premium is a discounted version of Express that requires BBB to always be in the mix of review sites the company has set up.
The goal of this project is to automate the process of selecting the top five review sites and setting the account up automatically for them.
Priority of these sites is determined by the following factors.
Anything else according to how they are listed on the first 3 pages of their search engine results (SERPs).
Anything else according to how they are listed on the first 3 pages of their SERPs.
The first 5 sites or the first sites in their first 3 pages of their SERPs will be added to their account.
Upgrading accounts vs. creating new accounts.
Another level of complexity is that Premium accounts are upgraded from existing accounts in our system using a business identification number (BID). We would like to have the option to upgrade an existing account if it’s a Premium account or to create a new account in our system if it’s an Express account.
Setting up an account.
We will provide an API endpoint to pass the data to and what the requirements are for each site. Several sites will require additional parameters for setting up the account. For example, Google will need 2 links. One that we use to send people to in order to submit a review on Google and another that is required for our monitoring setup within our platform. Facebook is another one that requires us to not only collect the link to the page where the customer can leave a review, but it also requires us to collect the page id as well.
There are other fields that will be required to set the account up, but we would like to manually enter those into the form and then the automated part of the process would be scanning for the correct links to use and adding them to the account which will then set up the account.
For Premium accounts, we would like to be able to enter a BID and then our system will fill in the appropriate information into the form and then when the form is submitted, it will then automatically pull in the review sites with the correct BBB link being pulled in from our system.
Setting up multiple accounts at once.
For certain Express accounts and all Premium accounts, we’ll add a BID to the beginning of the process and data will be pulled in from an API and submitted. We’d like to have the option to set up multiple accounts at once. Due to the complexity of this process. We’d like to have an option that will allow us to set up as many accounts as once as possible without locking up our system or the browser we’re working in. We’d like to hear your thoughts on how much of a process this will be and what it will require in your opinion.
Data to be used.
The data that will be collected in this form will be the following.
Primary contact first name.
Primary data will last name.
Email address for the account.
Review sites depending on the account and what’s listed in the first 3 pages of Google SERPs.
Before being accepted to work on this project, we will need to have you sign an NDA and contractor agreement. We will also need a detailed timeline along with a cost for the project. We would like your detailed plan for completing the project and expected time of delivering the first complete example of the project.