This useful guide explains how to create a Citation Builder campaign, and takes you through each step of the process.
Please note: If this is your first campaign, you'll need to set up a Location before going any further — discover how to do this here.
1) Initial setup
There are two ways to create a new Citation Builder campaign.
Click on 'Citation Builder' in the top menu (shown below within the red box) to open the Citation Builder overview page, which will display a list of all existing campaigns.
Next, click the green ‘Start New Campaign’ button (indicated below by the red box on the right) to set up a new campaign.
Alternatively, you can start creating a campaign from inside a Location Dashboard, provided that the Location does not yet have a campaign set up. Just click on 'Citation Builder' from the sidebar (shown below in the red box) to begin the process.
2) Campaign Setup: Step 1
The following three-step process will allow you to create a Citation Builder campaign:
a) Campaign Details
If you're creating a new campaign from the Citation Builder Overview page, you'll need to pick a Location from the dropdown menu.
If, however, you're setting up a campaign for an existing Location (from within the Location Dashboard), this information will already be populated for you.
Give your campaign a name: Enter the campaign name so that it can be identified within your BrightLocal account.
Select white-label profile: Multiple white-label profiles can be set up at once. Here you can select your preferred white-label profile for this campaign, if applicable.
Learn more about white-labeling reports here.
b) Business Details
All fields in this section will be populated from the Location's existing business details, however it's a good idea to double-check everything before this information is published to multiple directories. You can make updates or corrections in this section if something doesn't seem right.
c) Alternative Business Details
We use the 'Alternative Business Details' to find any outdated or incorrect listings for your business. If you have an old business name, address, or phone number, we can use these details to locate any out-of-date listings that need to be updated.
Once all data has been entered completely and accurately, click the green ‘Done! Go to Step 2’ button.
We will then filter our citation database to find relevant sites for your business. Any existing listings on these sites are identified.
3) Build Your Campaign: Step 2
Once the filtering process is complete, it's time to set up your campaign, select the type and quantity of manual submissions you need, and add data aggregators or our duplicate removal service.
a) Submission Options:
Here you can select the type and quantity of submissions needed for your campaign.
Manual Submissions: Select the number of submissions you need from the dropdown menu — you can select package sizes of: 10, 15, 25, 30, 50, or 75. The number of available, new listings will vary depending on the business category, location, and the number of correct listings that already exist. So if 50 is the maximum number of citations available, that reflects the number of relevant citations that we have in our database for this particular business.
Duplicate Removals: You can also request duplicate removal on the citation sites that you select for the campaign. Simply ensure that ‘Find and Remove Duplicate Listings’ is selected, and our submissions team will then know to conduct a thorough search to identify and remove any possible duplicates. Whilst we will take all possible action to remove duplicates, we're often reliant on the site editors to complete the removal. Therefore, we can’t provide a 100% guarantee that all duplicates will be removed by the end of the campaign.
Data Aggregators: Adding aggregators to your order is a powerful way of ensuring your listings are pushed out to the wider local search ecosystem, as well the specific directories that you select. Discover more about aggregators here.
It's possible to just order aggregators, or a combination of both aggregators and manual submissions. Aggregators are priced separately, and a 14% discount is offered if all four are purchased together in a bundle.
b) Existing Citations
This section will show you the existing business citations that our tool has identified automatically.
When the business details are incorrect, the text is highlighted in red. If you believe that a specific citation has been identified incorrectly or has no connection to the business, you can easily move it to the ‘Available New Citations’ section by clicking the ‘X’ button on the right-hand side of the citation.
In some instances, we are unable to update the existing listing on the citation sites — for example, when the edits or updates are a paid feature. You won't be able to select these for the campaign and they will display an exclamation mark within a red triangle rather than a checkbox. To find out the specific issue involved, hover over this triangle and a corresponding message will be displayed.
c) Available New Citations
This section shows a variety of citations where the business is not yet listed, and displays the following information:
- The directory’s URL
- Its type (whether it's a niche or a general directory)
- Domain authority
- Citation value
- A notes section
The different symbols visible within the notes section provide more detailed citation information — whether it requires phone verification, allows you to add photos, if it's part of the Yext network, etc. Hovering above each symbol will let you see a more detailed description.
You can also filter the citations list based on the criteria that match your requirements.
If you click the ‘Filter’ button on the top right (shown above within the red box), it will display the available filter options. Select the ones you require, and then you'll see the list of citations that exclude, for example, sites that are in the Yext network or sites that require phone verification.
Once you've selected the citations you would like us to create and update, you can then either proceed to Step 3 or save the campaign and come back to it later.
The saved campaign will be then stored in the Citation Builder section of your dashboard:
The ‘Status’ column (illustrated above within the red box) will show how your campaign is progressing. ‘Saved’ means the campaign is saved at Step 2 and ‘Confirmed’ means it is saved at Step 3. Learn more about the statuses of Citation Builder campaigns here.
4) Campaign Setup: Step 3
Step 3 allows you to add any additional content to your Citation Builder campaign.
At the very top, you'll see the Location and campaign name. You are then given an option to choose whether you would like this report to be available on an external URL (see red box below):
You can read more about external reports here.
a) Business Details
The next section contains business information:
Business Location Info: This will be automatically pre-populated with data entered in Step 1, as well as in the ‘Location Details’ section of the dashboard. You just need to check the existing information and add any details that might be missing.
Business Location Contact Info: Here, you need to add the information that potential customers can use to contact the business directly. While this data is optional, it will still be published on the citations that were selected for the campaign.
b) About the Business
This section contains additional content that is accepted by various directories — this is potentially important as it can make your listings really stand out.
Business categories, description, and working hours are mandatory fields — these are all marked with an asterisk. The number of employees, year of formation, opening hours, services, and payment methods are optional fields, although it can prove very useful to complete these.
Business category is populated from Location Details and must be edited on the Location Details page. The field will be dark gray, as shown below:
c) Business Images
A logo and selection of images can be added here, which will then be published on citation sites. We recommend taking advantage of this option, as it will definitely make your listing look more complete.
Images can either be uploaded as files (maximum size: 2MB) or in URL format. Please ensure that any files added are not too small.
To add the image in URL format, first make sure that ‘Fetch images from URLs’ is selected. Simply add the URL of your image, then click ‘Fetch’:
d) Social Media Links
You can also provide links to your social media pages, which we can publish on the listings for you, enabling potential customers to see more content about your business.
e) Campaign Notes
This field allows you to leave a comment or instruction about the campaign to our submissions team. For example, you can use this section to provide login details for your existing listings, or let us know if you are a service area business and need to hide the address on your citations. Rest assured that we will closely follow your instructions here.
As this is a required field, simply enter 'N/A' if you don't have any special instructions for us.
f) Receive Email Alerts
Within this section, you have the option of adding your email address so that we can send you a reminder when the campaign has been completed. If you don’t want to receive email notifications, simply select ‘No’.
g) Campaign Details and Cost
At this stage, you can do two things:
- Buy more credits (if needed)
- Change your order (if you have changed your mind about any selected citations)
Clicking on the ‘Buy More Credits’ button will open a popup window that allows you to purchase one of our credit packages:
Clicking the ‘Change Order’ button will take you back to Step 2, where you can make updates to your order.
Terms & Conditions: The final section of Step 3 contains our T&Cs, which you must accept before proceeding any further:
You then have several options, as follows. You can:
- Save the report and come back to it later
- Return to Step 2
- Pay for the campaign (either using credits, or a credit card)
Choosing ‘Confirm and Pay (Credits)’ will automatically deduct the required number of credits from your existing credit balance.
‘Confirm and Pay’ will open a popup window, where you will be asked to enter your card details or use PayPal:
Once payment has been made for the campaign, it will go to our submissions team, who will check the data and reach out to you with any questions.
You will see your campaign immediately in the ‘Citation Builder’ tab of your account. The campaign will be in ‘Paid’ status (shown below by the top-left red box). All citations that you selected will be displayed, and their statuses will be ‘To Do’ (the larger red box below)
If you agreed to receive email notifications at Step 3, we will send you an email to keep you updated about:
- When the submission stage has been completed
- When the whole campaign has finished
That's it! You're ready to create Citation Builder campaigns.