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Snapshot
Snapshot Update – Workflow Improvements
We’ve made three important improvements to the SmartDirectoryAI snapshot to improve automation clarity and prevent workflow overlap.
You can find the updated snapshot link here: https://help.smartdirectory.ai/doc/sub-account-snapshot
News Feed Workflow Renamed
The workflow that fires when a new News Feed post is created has been renamed to:
News Feed Created
This now matches the label used inside the SmartDirectoryAI software for better consistency and easier workflow management.

Automatic Stop: Free Listing Outreach
We added a new step to the New Claim Request workflow:
End Another Workflow → Free Listing Outreach
Now, when a business claims their listing:
- The Free Listing Outreach workflow will automatically stop
- Businesses won’t continue receiving outreach messages after claiming
- Reduces confusion and improves professionalism without manual work from users

Automatic Stop: Premium Upgrade Push
We added a new step to the Listing Upgraded to Premium workflow:
End Another Workflow → Premium Upgrade Push
Now, when a business upgrades to Premium:
- The Premium Upgrade Push workflow automatically stops
- Prevents sending upgrade reminders to businesses that already upgraded
- Keeps communication clean and intentional

As always, if you have questions about updating your snapshot or implementing best practices, reach out to support.
What’s new?
Added optional Google reCAPTCHA protection to the Registration and Add Business forms to help reduce spam submissions. Directory owners can now enable or disable reCAPTCHA and configure their own keys directly from the settings panel.
Why it matters
This significantly reduces spam accounts and fake business listings, improving platform performance and saving time for directory owners who previously had to manually remove unwanted entries.
Details
- Added reCAPTCHA support to Registration form
- Added reCAPTCHA support to Add Business form
- Optional toggle to enable or disable protection
- Admin configuration for site key and secret key
- Integration available under Settings → Integration
What’s new?
Resolved issues where homepage font changes were not applied correctly and where email and phone values in the header were not updating when cleared.
Why it matters
Content and contact information now update as expected, giving users full control over styling and header details without unintended default values appearing.
Details
- Fixed font update logic on homepage content
- Ensured styling changes apply correctly after saving
- Fixed header email and phone update behavior
- Resolved issue where empty values were incorrectly replaced with default contact information
What’s new?
Business locations are now displayed as pins on the Google Map based on their saved addresses.
Why it matters
This makes it easier to visualize where businesses are located, improving navigation and helping users quickly find nearby options.
Details
- Added map pins for business addresses
- Automatic geolocation based on saved address data
- Improved map visualization and user experience
What’s new?
Added support for default profile and cover images when users haven’t uploaded their own visuals.
Why it matters
Profiles now appear complete and visually consistent, improving overall platform aesthetics and user experience.
Details
- Added default profile image support
- Added default cover image support
- Automatically applied when no custom image is set
What’s new?
Resolved an issue where uploaded PNG logos were displaying with a black background instead of preserving transparency.
Why it matters
Logos now render correctly across the platform, maintaining their original transparent background and ensuring brand consistency.
Details
- Fixed PNG transparency handling during upload
- Improved image rendering logic
- Ensured proper display across all views
We’ve added a built-in sitemap to every SmartDirectoryAI site to help improve SEO and make your directories easier for search engines to crawl.
What’s New
A sitemap is now automatically generated for your site.
It’s always available at:
The sitemap includes:
- All pages
- All business listings
- All blog posts
- All news posts
- All events
- All job posts
Why This Matters
A sitemap helps search engines (like Google) discover and index your site’s content faster and more completely — which means more visibility for your directory and the businesses listed on it.
No Setup Required
This feature is built-in and works automatically. You don’t need to configure anything — just share your sitemap URL with Google Search Console (or other SEO tools) if you want to speed up indexing.
We’ve added a powerful new way to sell Premium Plans on your SmartDirectoryAI site. Now you can connect any external checkout system, instead of requiring Stripe.
What’s New
- You can now create Premium Plans and link the checkout button to any external checkout page (PayPal, ThriveCart, SamCart, WooCommerce, etc.).
- Dedicated fields are available for both Monthly Checkout Links and Annual Checkout Links, so you can offer multiple billing options seamlessly.
⚠️ Important Note
External checkouts do NOT automatically:
- Upgrade the listing to Premium
- Trigger the “Listing Upgraded to Premium” workflow
After a customer completes checkout externally, you’ll need to:
- Manually set the business to the appropriate Premium Listing Plan.
- Manually add the business contact to the “Listing Upgraded to Premium” workflow (if desired).
This feature gives you the flexibility to use any checkout provider you prefer, while still offering premium upgrades on your directory.

Details:
- Created a complete visual flowchart outlining Outreach, Claiming, and Add New Business processes.
- Documented verification, approval, and rejection pathways for all listing types.
- Introduced clear differentiation between business-driven and consumer-driven entries.
- Improved internal verification steps to reduce spam or low-quality submissions.
- Added automated communication touchpoints for each stage of the process.
Impact:
This update improves onboarding clarity, ensures consistent listing quality, and provides a step-by-step reference for both support staff and end-users.
We’ve released an updated snapshot to fix an issue with the “New Listing Added” workflow that was triggering unintended emails.
What was the issue?
Previously, the "New Listing Added" workflow was sending outreach emails encouraging people to claim their listing—even when the listing was submitted by the user themselves. This created confusion and a poor user experience.
What’s been fixed:
- Renamed the original workflow (which includes outreach emails) to "Free Listing Outreach"
- Created a new workflow "New Listing Added" designed specifically for users who add their own listings. This includes a confirmation email, not a claim prompt.
- Updated app logic to ensure the new "New Listing Added" workflow only fires when a user adds their own listing from the front end of your SmartDirectoryAI site.
The "Free Listing Outreach" workflow now requires manual enrollment—giving you full control over who receives claim reminder emails.
How to get the update:
- Head to your Members’ Area and open the Importing & Loading Your SmartDirectoryAI Snapshot topic.
- Follow this video tutorial to update your snapshot without overwriting existing data.
What’s new in the updated snapshot:
Email Templates:
- New Listing Added (confirmation email)
Workflows:
- New: Free Listing Outreach
- Modified: New Listing Added
This update ensures that your automations provide a smoother, more personalized experience for both prospects and users alike.
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