Maximise Leads with Yello on TrueLocal.com.au Basic Edition

Yello for TrueLocal.com.au Basic Edition: Quick Setup GuideThis guide walks you step-by-step through setting up Yello with TrueLocal.com.au Basic Edition to start capturing and managing local leads efficiently. It covers prerequisites, account setup, integration steps, verification, common issues, optimisation tips, and a short checklist to confirm everything’s working.

What you’ll need before you start

• Active TrueLocal.com.au Basic Edition account with login credentials.
• Yello account (ensure your subscription supports the TrueLocal integration).
• Access to the business’s contact email and phone number used on both platforms.
• Basic familiarity with both platforms’ dashboards and settings.

Step 1 — Prepare your TrueLocal listing

1. Log in to your TrueLocal Basic Edition account.
2. Navigate to “My Business” or “Manage Listing.”
3. Confirm business name, address, phone number (NAP) and business category are accurate and match your website and other directories. Consistent NAP prevents tracking and lead attribution issues.
4. Add or update business hours, a brief description, and a high-quality logo or image (square format recommended).
5. Save changes and note the listing URL — you’ll need it for verification and testing.

Step 2 — Set up your Yello account

1. Sign in to Yello (or create an account if you haven’t).
2. In Yello’s dashboard, complete your company profile: business name, default phone number, email address, and time zone.
3. If Yello has an integrations or connections section, open it now — this is where you’ll link TrueLocal.
4. Configure team users and permissions in Yello so staff who handle leads have appropriate access.

Step 3 — Connect Yello to TrueLocal

Note: Integration flow may vary slightly depending on Yello’s interface and TrueLocal’s API availability. The following is a general process.

1. In Yello, go to Integrations > Add Integration (or similar).
2. Select TrueLocal.com.au from the list of available platforms. If it’s not listed, choose “Custom” or “Other” and prepare to enter webhook or API details provided by TrueLocal.
3. Authenticate by entering your TrueLocal account credentials or API key when prompted. Some setups use OAuth — follow the authorization prompts to permit Yello access.
4. Choose which listing(s) to connect if you have multiple TrueLocal entries.
5. Set the lead routing rules: designate which Yello inbox, user, or team receives leads from TrueLocal. Configure fallback routing for after-hours leads.

Step 4 — Map lead fields and test delivery

1. In Yello’s integration setup, map TrueLocal lead fields (name, phone, email, message, source, listing ID) to Yello’s lead fields. Accurate mapping ensures captured data is usable.
2. Enable delivery options: email notifications, SMS alerts, or push notifications for new leads.
3. Perform a test lead submission from your TrueLocal listing (use a different browser or an incognito window).
4. Confirm the test lead arrives in Yello with all mapped fields populated. If fields are missing, re-check mapping and TrueLocal form settings.

Step 5 — Verify tracking & attribution

1. Ensure that lead source is recorded as TrueLocal in Yello so you can report on channel performance.
2. If available, enable UTM or tracking parameters on your TrueLocal listing links to feed more granular data into Yello.
3. Make a few test inquiries at different times and from different devices to validate consistent capture and correct timestamps/time zones.

Common issues and fixes

• Leads not arriving: verify API keys/OAuth tokens, check that the integration is enabled, and ensure no firewall or IP restriction blocks requests.
• Missing fields: re-open field mapping in Yello and ensure TrueLocal’s form uses standard field names (or adjust mapping manually).
• Duplicate leads: set deduplication rules in Yello (match by phone or email) or enable a short block period to merge duplicates.
• Time zone mismatch: confirm both TrueLocal and Yello are set to the same time zone.

Optimization tips

• Quick-response templates: create message templates in Yello for faster replies to TrueLocal leads (greeting, availability, booking link).
• Automated workflows: route leads to different teams based on category, suburb, or query type.
• Follow-up sequences: set automated reminders for leads that haven’t been converted after X days.
• Reporting: schedule weekly TrueLocal channel reports in Yello to monitor lead volume, conversion rate, and response times.
• Use localised keywords and services in your TrueLocal description to improve discoverability and quality of leads.

Security & privacy reminders

• Limit access: only give integration/API permissions to necessary staff.
• Store PII securely: ensure Yello’s data retention and export settings comply with local data protection rules.
• Review logged activity in both platforms to detect any suspicious access.

Quick checklist (before you finish)

• [ ] TrueLocal NAP matches other listings and website.
• [ ] Yello company profile and team permissions set.
• [ ] Integration authenticated and enabled.
• [ ] Lead field mapping completed and tested.
• [ ] Notifications and routing rules configured.
• [ ] Tracking/source attribution verified.
• [ ] Security permissions and data retention checked.

If you want, I can: provide exact API/webhook fields for your current Yello and TrueLocal accounts (need screenshots or account details), draft response templates for new leads, or produce a short SOP your team can follow.