How to set up a custom project

Important concepts

1. What is a project?

A project is an environment on the Yellow Tokens platform that groups companies, establishments, or products so that customer feedback data and analysis can be viewed in an aggregated manner.

2. What is a Custom Project?

A Custom Project is one that requires configuration by a user. While it involves an additional setup step, it allows any company, establishment, or product to be registered and monitored.

3. What is a Ready-Made Project from the Project Store?

A series of pre-configured projects is available for subscription in the Project Store. Among these projects are those that monitor the largest companies across various segments. No setup step is required, but the companies, establishments, and products in these projects are predefined and cannot be changed.

4. What is a Welcome Project?

A Welcome Project is a pre-configured project designed to help you understand the platform's features before deciding to purchase a Business Account or a Ready-Made Project from the Project Store. Welcome Projects are free.

5. Which accounts can create Custom Projects?

Only accounts with a Business Account subscription can create Custom Projects.

6. What types of users can create and configure Custom Projects?

When acquiring a Business Account Subscription, a user can invite others to participate in their account. There are three types of users: Master User, Manager User, and Standard User. Master Users and Manager Users can create and configure any Custom Project in the account. Standard Users cannot create Custom Projects but can configure an existing one if given the appropriate permissions.

7. What is a project segment?

A project segment is the sector of the economy associated with all the companies in the project. Companies from different segments cannot exist within the same project, as it is not possible to adequately compare customer satisfaction levels among companies in different segments.

8. What is a product subsegment?

On the Yellow Tokens platform, a product has an even higher level of categorization: in addition to belonging to a company, which in turn belongs to a project of a specific segment, a product is also categorized into a subsegment. This greater level of detail allows for more accurate analyses of customer feedback on products. For example, a company in a project within the "Beauty and Fragrance" segment may manufacture products in the subsegments "Shampoo" or "Perfume."

How to Set Up a Custom Project

Create a Custom Project

1. After logging into the Yellow Tokens platform, click on the "My Projects" option located in the top horizontal menu.

2. Depending on your user profile, the "Create Project" button may appear on this page. If you see the "Create Project" button, click on it to start configuring your Custom Project. If you do not see the "Create Project" button, contact your Master User and ask them to either set up the project for you or upgrade you to a Manager User.

3. After clicking the "Create Project" button, start configuring your Custom Project. The first step is to name your project, provide a description, choose an icon to represent it, and select its segment.

Note: Once you select a segment for your project, it cannot be changed. Therefore, choose your project segment carefully.

Configure the companies for your project

1. Access the company configuration page for your project by following the steps below:

1.1. After logging into the Yellow Tokens platform, click on the "My Projects" option located in the top horizontal menu.

1.2. Click on the gear icon next to the project for which you want to configure the companies.

1.3. Click on the "Companies" option that appears in the top right corner.

2. Click the “Add Company” button to add a single company, or click the “Import Companies” button to upload a file with multiple companies. Follow the company registration guidelines available on the Yellow Tokens platform.

Note: Once a company's URL is filled in, it cannot be edited. Pay close attention to filling in this data.

Once a company is registered, it takes approximately 6 hours for customer feedback data to appear on your project's dashboard.

Configure the establishments or products for your project

Companies in a given project can have either associated establishments or products. On the Yellow Tokens platform, it is not possible to configure a project with companies, establishments, and products simultaneously. Depending on your project's segment, you may be able to configure companies and establishments, companies and products, or only companies.

If your project allows the configuration of establishments, follow the steps below.

Configure the establishments for your project

1. Access the establishment configuration page for your project by following the steps below:

1.1. After logging into the Yellow Tokens platform, click on the "My Projects" option located in the top horizontal menu.

1.2. Click on the gear icon next to the project for which you want to configure the establishments.

1.3. Click on the "Establishments" option that appears in the top right corner.

2. Add establishments manually by clicking “Add Establishment” or import establishments in bulk by clicking “Import Establishments.” Follow the establishment registration steps indicated on the Yellow Tokens platform.

3. After you add an establishment, the Yellow Tokens platform will search for this establishment on Google Maps using the address information you provided. Therefore, it is very important to fill in the address information carefully. The chances of the Yellow Tokens platform finding the establishment increase significantly if you fill in the address and name exactly as they appear on Google Maps, and fill in its coordinates.

4. Wait for the search to complete. This process usually takes 10 minutes, and when the search is finished, the status of the establishment will change to “Perform Verification.” Don’t forget to refresh the establishment configuration page after this period.

5. Click the “Perform Verification” button next to the establishment you just created. All addresses found on Google Maps by the Yellow Tokens platform based on the information you provided will appear. Select only one address and click “Save Establishment.” Done!

If no establishments appear after you click “Perform Verification,” the Yellow Tokens platform could not find the establishment on Google Maps. Remove that establishment and try creating it again by filling in the address data exactly as it appears on Google Maps.

Note: Once an establishment is verified, its address or URLs cannot be edited. Pay close attention to filling in this data.

Once an establishment is verified, it typically takes 30 minutes for customer feedback data from Google Maps to appear on your project dashboard and 6 hours for feedback data from TripAdvisor to appear.

If your project allows for the configuration of products, follow the steps below.

Configure the products for your project

1. Access the page for configuring the products in your project. To do this, follow the steps below:

1.1. After logging into the Yellow Tokens platform, click on the "My Projects" option located in the top horizontal menu.

1.2. Click on the gear icon next to the project you want to configure the products for.

1.3. Click on the “Products” option that appears in the upper right corner.

2. Add products manually by clicking “Add Product” or import products in bulk by clicking “Import Products.” Follow the product registration guidelines available on the Yellow Tokens platform.

Note: Once a product's URL is filled in, it cannot be edited. Pay close attention to filling in this data.

When registering a product, you must choose a group for that product and the subsegment that best categorizes it. It is not possible to add products from different subsegments in the same group.

Currently, the Yellow Tokens platform captures customer feedback on products from the Amazon website. Consequently, only products with a valid URL on the Amazon platform can be registered.

Once a product is registered, it typically takes up to 6 hours for feedback data from Amazon to appear.