🎓 Onboarding & First Steps

📘 How Onboarding Works in Search Atlas (1:1 Calls & Training Sessions)

Search Atlas offers 1:1 onboarding calls for select users through a dedicated booking page. Because availability is limited, there may be times when no 1:1 slots are open. When that happens, you can still get fully onboarded by joining our live group training sessions, which cover the same setup workflows and include live support. This article explains both options and exactly where to find them. 🧱 Option 1: Book a 1:1 Onboarding Call (When Available) 📍 Where to book 1:1 onboarding sessions are booked through this page: 👉 https://dashboard.searchatlas.com/onboarding-1on1 🕒 What to expect - 60-minute session - 1:1 with a Search Atlas specialist - Personalized setup based on your SEO goals If you see available dates, you can select a time slot and confirm your session. ⚠️ When no slots are available If the page shows no available dates, this is expected behavior when sessions are fully booked. Slots open periodically, but availability is not guaranteed. 🧱 Option 2: Join Live Training Sessions (Always Available) When 1:1 onboarding slots are full, you should join a live training session. 📍 Where to find training calls 1. Log into your Search Atlas dashboard and navigate to Header (apps-grid icon) → More Features → Explore Training Calls You can also access sessions directly here: 👉 https://lu.ma/SearchAtlas 🎓 What training sessions cover - Platform setup - Core workflows - Feature walkthroughs - Live Q&A with the team These sessions are designed to help you get started even if a 1:1 call is not available. ❓ FAQs ❓ Why don’t I see any available dates for 1:1 onboarding? Because 1:1 sessions have limited availability and may be fully booked at times. ❓ Is something wrong with my account if I can’t book a 1:1 call? No. This is not account-related. ❓ Is live training a replacement for 1:1 onboarding? Yes. Live training sessions cover the same onboarding steps and include real-time support. If a 1:1 onboarding slot is available, you can book it directly from the onboarding page. If not, Explore Training Calls is the fastest way to get onboarded and start using Search Atlas effectively.

🎓 Frequently Asked Questions — Getting Started & Academy

This article covers the most common questions from new Search Atlas users and people learning the platform through the Academy. Where do I start after creating a Search Atlas account? The recommended onboarding path is: 1. Create an OTTO project for your main website (OTTO SEO → All Sites (SEO Automation)) — this gives you your first site audit and SEO task list 2. Connect Google Search Console (Settings → Integrations) — unlocks GSC-powered recommendations in OTTO 3. Connect Google Business Profile (Local → GBP Galactic → GBP Projects → Connect GBP Account) if you have a local business 4. Set up Rank Tracking (Keywords → Rank Tracker (Keyword Rank Tracker) → New Project) for your target keywords 5. Explore Content Genius (Content → Content Genius) for content planning 💡 Start with OTTO and GSC — these two together provide the highest-impact first actions for most sites. What is Atlas Brain and how do I use it? Atlas Brain is the AI assistant built into the Search Atlas dashboard. Open it from the home page at dashboard.searchatlas.com/home (look for the chat panel icon). You can ask it to help with OTTO tasks, explain your GSC data, suggest content ideas, or manage specific features through natural language. 💡 It's the fastest way to get answers and execute tasks without navigating through menus. What is Search Atlas Academy? Search Atlas Academy is the learning hub with video courses, tutorials, and guided learning paths for every feature in the platform. Access it from the Academy link in the left sidebar or at academy.searchatlas.com. Courses are organized by product area and skill level — beginners can follow the structured onboarding path, and advanced users can dive into specific product modules. I'm getting a 400 error when accessing Agent Hub. What does that mean? The Agent Hub requires a Playbook to be configured before it can be accessed. ⚠️ If you access Agent Hub without a Playbook set up, it returns a 400 error. Go through the OTTO onboarding wizard to create your first Playbook, or contact support if you believe a Playbook should already be configured. How long does the initial OTTO site crawl take? The first crawl depends on your site size. Small sites (under 100 pages): typically 2–5 minutes. Medium sites (100–1,000 pages): 10–20 minutes. Large sites (1,000+ pages): 30–60 minutes or longer. You can configure the crawl speed and pages to include in your OTTO project settings. 💡 The initial crawl result is an estimate — OTTO improves its recommendations over subsequent crawls. What is the difference between Search Atlas and OTTO? Search Atlas is the platform. OTTO is one product within the platform — it handles automated on-page SEO, site audits, and SEO fix deployment. When people say "OTTO," they typically mean the OTTO SEO Automation section of Search Atlas. The platform also includes Content Genius, Keyword Research, Link Lab, GBP Galactic, Social Hub, AI Visibility (formerly LLM Visibility), Report Builder, and Website Studio — all under the Search Atlas umbrella. How do I find tutorials for a specific feature? Go to Search Atlas Academy (left sidebar → Academy). Browse by product category or use the search bar. Each product has a dedicated course. 💡 You can also ask Atlas Brain directly: "Show me how to set up a Rank Tracker project" and it will guide you through the steps. Can I book a demo or onboarding call with the Search Atlas team? Contact support at our Intercom chat (click the messenger icon — type Human Teammate when Voodoo responds to reach a human agent) or use the in-dashboard chat to request an onboarding call. Agency and higher-tier plans typically include dedicated onboarding sessions. ✅ Check your welcome email for a link to schedule your onboarding call if it was included in your plan. What is the Chrome Extension? The Search Atlas Chrome Extension lets you access key SEO metrics directly while browsing any website — see Domain Authority, backlink counts, keyword data, and OTTO status without opening the dashboard. ✅ Install it from the Chrome Web Store by searching "Search Atlas" or from the link in your dashboard settings. What plan do I need to access all features? Features are gated by plan. Core features (OTTO, Keyword Research, GSC) are available on most plans. Some features require higher-tier or add-on access: White Label (Pro/Agency), GBP Automation, Link Lab, Press Releases, AI Visibility (formerly LLM Visibility), and Report Builder. 💡 Check Avatar (top-right) → Billing → Plans & Top-ups to see your current feature access, or contact support for a plan recommendation based on your needs. How do I switch between multiple client accounts? If you manage multiple accounts through agency features, go to the account switcher in the top-right corner of the dashboard. Click your account name → Switch Account → select the client account. To manage client accounts individually, use Agency Hub → Customers → Impersonate to enter a client's account view.

❓ Golden Loops: Frequently Asked Questions

❓ What exactly is a Golden Loop? A Golden Loop is a repeatable cycle where one success naturally creates the conditions for the next success, making growth increasingly self-sustaining — signal, recommend, approve, ship, and measure, run continuously on the family you choose. ❓ What will a loop actually do for me? The outcome depends on which marketing family you activate — it isn't one generic result across the board. Some families already have a real, sourced number (for example, a Meta Ads Day Parting loop cutting CPA by 57% in one account); others have a real customer story without a hard number yet; and a couple of families don't have a documented case yet. See our article on Golden Loop families for the specifics. ❓ Can I pick which loops I want, or is it all-or-nothing? You pick. Activation walks through scoping your projects, then choosing which of the 9 marketing families to turn on — never all-or-nothing. ❓ Who actually sets this up on the backend? Once you've made your selections, your Search Atlas team configures and activates the chosen loops in a live working session with you — not a form you fill out alone. ❓ What if I don't have a connector (like HubSpot, GBP, or Slack) connected? Each family is checked for connector readiness first. You can still select it, and your team will follow up on getting that connector set up before that specific loop goes live. ❓ Will this make changes to my account without me knowing? No. Every loop is routed through an authority level: most loops are read-only and just report what they'd do; every action loop is human-gated and stops for your approval before anything executes; a narrow set of pre-agreed, low-risk actions may run with bounded autonomy, but only when you've explicitly agreed to that in advance. Nothing ships until your approval channel is configured. ❓ How many loops are there, really? Search Atlas currently runs 174 live Golden Loops across 9 marketing families: CRM + Email, Meta Ads, SEO + AI Search, Google Ads, Website + CRO, Local + GBP, Authority + PR, ChatGPT Ads, and LinkedIn. ❓ Is this powered by AI? What model does it use? Golden Loops are part of Search Atlas's agentic system. What matters for you as a customer is the process and the approval model: a proposal comes to you, you approve it, and the result gets measured — that stays consistent regardless of what's running underneath. ❓ How long does setup take, and can I add more loops or projects later? Activation itself happens in a single working session. We don't have a firm, published answer yet for a full "submitted to fully live" timeline, or for whether there's a hard limit on how many projects or families you can add over time — if either of these matters for your account, ask your Search Atlas team directly so they can give you a current answer specific to your plan. 🧭 Related Reading For the full overview and the 5-stage cycle, see our overview article. For the activation process in detail, see our activation article. For the full list of families and what each delivers, see our families article. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚙️ How to Archive Projects in Search Atlas

Archive any project in Search Atlas to remove it from active views and portfolio health score calculations while keeping all its data intact — and restore it instantly whenever work resumes. 📋 What Archiving a Project Does Archiving is different from deleting. When you archive a project, Search Atlas: - Removes the project from your active project list and Home dashboard - Excludes the project's metrics from portfolio health score calculations - Retains all project data, history, and settings in full - Makes the project restorable at any time Portfolio health scores are aggregate metrics that summarize the overall performance of your active projects — including SEO performance, task completion, and key KPIs — so excluding paused or inactive projects keeps these scores representative of work currently in progress. Use archiving for projects that are paused, belong to a client on hold, or are no longer actively tracked but whose history you need to preserve. 🗂️ How to Archive a Project 1. On the Home dashboard, locate the Projects panel where your active projects are listed. 2. Find the project you want to archive in the list. 3. Click the ⋮ (more options) menu next to the project name. 4. Select Archive Project. 5. Confirm the action in the dialog that appears. The project is immediately removed from your active views and excluded from all portfolio health score calculations. All data is preserved. 📊 How Archiving Affects Active Views and Portfolio Health Scores Once a project is archived, the following changes take effect immediately: - Active views: The project no longer appears in your default project list or Home dashboard. - Portfolio health scores: The project's metrics are excluded from all portfolio-level health score calculations, so your scores reflect only active work. - Archived projects view: The project remains accessible by filtering your project list for Archived Projects, so you can review its full history at any time. Note: After archiving, the Portfolio Summary on the Home dashboard may take a minute or more to refresh and reflect the updated health scores. If you don't see the change immediately, click the refresh button on the dashboard — updates may still be slightly delayed. 🔄 How to Restore an Archived Project 1. Go to Home and open the project list filter, then select Archived Projects to display all archived projects. 2. Locate the project you want to restore. 3. Click the ⋮ (more options) menu next to the project name. 4. Select Restore Project. The project immediately returns to your active views and its metrics are included in portfolio health score calculations again. ⚠️ Archive vs. Delete: Key Differences Archiving and deleting are two distinct actions in Search Atlas: - Archive: Preserves all project data, removes the project from active views and health scores, and is fully reversible at any time. - Delete: Permanently removes the project and all its data. This action cannot be undone. When in doubt, always choose Archive — you can restore the project the moment work resumes. 🎯 You can now archive inactive projects to keep your active views clean and your portfolio health scores accurate, and restore them instantly whenever work picks back up. To learn more about organizing your workspace, see Managing Projects in Search Atlas.

OTTO Sites, HDC, and AI Quotas Explained

Search Atlas uses three separate resource systems that are commonly confused. OTTO Site slots, Hyperdrive Credits (HDC), and AI quotas are each independent — exhausting one does not draw from another, and adding a site to one tool does not automatically activate another. 🏗️ OTTO Sites: Slot-Based Quota Your plan includes a fixed number of OTTO Site slots. Activating OTTO SEO (Left sidebar → OTTO SEO → All Sites) on a domain consumes one slot. Deactivating OTTO on that domain returns the slot to your plan allowance. - Adding a site to Site Auditor, Keyword Tracker, or Site Explorer does not consume an OTTO Site slot — these tools have their own separate project limits. - Users on older plans may see two distinct quota lines: OTTO V1 Projects and OTTO V2 Projects. Both are tracked independently. 💳 Hyperdrive Credits (HDC): Spendable Balance Hyperdrive Credits are a spendable balance used for specific paid services: - LinkLab orders - Press Release distribution - Cloud Stack content generation - Authority Building campaigns - URL Indexer top-ups HDC does not cover AI suggestion generation or AI content generation — those draw from a separate AI quota pool. Your plan includes an HDC allocation; if it runs out, it does not reset automatically. You must purchase additional credits to continue using HDC-powered services. 🤖 AI Quotas: Three Independent Limits AI-powered features draw from three separate quota pools, each with its own limit: - AI Suggestions — Covers OTTO-generated on-page recommendations - AI Premium — Higher-quality content generation, used by tools such as Content Genius - AI Content — Standard AI content generation volume When your AI Suggestions quota is exhausted, OTTO stops generating new recommendations without always displaying an in-app alert. Check your quota usage proactively to avoid unexpected interruptions. 🔍 How to Check Your Quotas 1. Log in to your Search Atlas dashboard. 2. Click your Avatar (top-right) → Billing → Plans & Top-ups. 3. Review each section separately: OTTO Sites, Hyperdrive Credits, and AI quotas are displayed as distinct quota lines, not a single combined balance. 💬 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 New Customer Onboarding and Training Guide

Welcome to Search Atlas! Getting started with a new platform can feel overwhelming, especially if you're not a technical user. The good news is that you don't need any technical background to succeed. This guide walks you through exactly how to get onboarded, what training is available, and how to make the most of your first weeks with us. 👋 What Onboarding Looks Like Onboarding is designed to take you from first login to confident, everyday use. As a new customer, you'll move through a few simple stages: 1. Account setup: Confirm your login details and complete your profile. 2. Guided demo: Attend a walkthrough of the platform's core features. 3. Hands-on training: Learn the tools you'll use most for your goals. 4. Ongoing support: Get help from your assigned onboarding trainer and our support team whenever questions come up. You can move at your own pace. Nothing requires coding or technical know-how. 🎥 Should You Attend the Demo? Yes! We strongly recommend attending the demo, especially if you're newer to SEO tools. The demo is the fastest way to understand how the platform fits your needs and to see key features in action. During the demo you'll learn: - How to navigate the dashboard and find the tools you need. - Which features matter most for your specific goals. - How to set up your first project or campaign. - Answers to your questions in real time. If you can't make the scheduled time, don't worry—you can request another session or follow the self-paced training instead. 📚 Training Options Available to You We offer several ways to learn, so you can choose what fits your schedule and learning style: - Live demo and walkthroughs: Guided sessions that show the platform step by step. - A dedicated onboarding trainer: New customers are paired with an assigned trainer who can guide you through setup and answer questions directly. - Knowledge Base articles: Written guides (like this one) that explain features and answer common questions. - In-platform tips: On-screen prompts and tooltips that guide you as you work. - Self-paced exploration: Try features in your own account at your own speed. You can combine these as needed. Many customers attend a demo first, then return to the Knowledge Base for specific tasks later. ✅ How to Ensure You're Properly Onboarded Follow these steps to feel confident and trained from day one: 1. Log in and confirm your account details are correct. 2. Attend your demo or request one if you haven't been scheduled yet. 3. Set a goal—decide what you want to achieve first, such as auditing a site, tracking keywords, or connecting your Google Business Profile (GBP). 4. Complete one starter task using the platform to build confidence—connecting your Google Business Profile (GBP) is a great first step, and the in-platform onboarding guidance will help you do it. 5. Bookmark the Knowledge Base so help is always close at hand. 6. Ask questions early—reach out to your onboarding trainer whenever something is unclear. 💡 Tips for Non-Technical Users You don't need to be an SEO expert or a developer to get great results. Keep these tips in mind: - Start small: Focus on one feature at a time instead of everything at once. - Use plain-language guides: Our Knowledge Base avoids jargon and explains each step. - Repeat the demo: It's perfectly fine to request a second session if you want a refresher. - Take notes: Jot down the steps for tasks you'll repeat often.

🚀 Setting Up Your Circle Account and Summit Press Release Homework

Welcome to Summit! This guide explains how to set up your Circle community account, how it differs from your Search Atlas account, and how to complete your Day 1 press release homework successfully. 👥 What Is a Circle Account? Circle is the community platform we use to host Summit. It is where you will find the event schedule, daily homework, live session links, discussion threads, and announcements. Think of it as the home base for everything happening during Summit. Your Circle account is separate from your Search Atlas account. They are two different platforms with two different logins: - Search Atlas account: Your main SEO platform login, used for tools like OTTO SEO, Site Explorer, and reporting. - Circle account: Your Summit community login, used only to access event content, homework, and discussions. Creating a Circle account does not change or affect your Search Atlas account in any way. You will use both during Summit, but they do not share the same username or password unless you choose to set them the same. ⚙️ How to Create Your Circle Account Follow these steps from the Summit pre-event checklist: 1. Open the Circle invitation link provided in your Summit welcome materials. 2. Select Create account (or Sign up) on the Circle page. 3. Enter your name and the email address you used to register for Summit. 4. Create a password and confirm it. 5. Check your inbox for a verification email and click the confirmation link. 6. Log in to Circle and complete your profile so other attendees can connect with you. Tip: Use the same email address you registered with for Summit. This ensures you are automatically added to the correct community spaces and can see all homework and sessions. 📝 Completing Your Day 1 Press Release Homework Day 1 homework asks you to create a press release using your Search Atlas account. This task is completed inside the Search Atlas platform, not inside Circle. Follow these steps: 1. Log in to your Search Atlas account (not Circle). 2. Open the press release or content tool referenced in the Day 1 instructions. 3. Select the option to create a new press release. 4. Add your title, key details, and any links or quotes you want included. 5. Generate the draft, review it, and save or submit it as instructed in the homework. 6. Return to Circle to mark the homework as complete or post your result in the discussion thread. Tip: You can make Knowledge Graph changes on a press release even before it is deployed, so you can refine those details while completing your homework. 🛠️ Troubleshooting the Press Release Homework If the press release will not generate or save, try the following before reaching out: - Confirm you are in the right platform. The press release is created in Search Atlas, not Circle. - Check your plan access. Make sure your Search Atlas account includes the tool used for the homework. If you do not see it, your plan may need access enabled. - Fill in all required fields. Missing details such as a title or main topic can stop the draft from generating. - If the draft appears stuck generating, refresh and retry. A platform latency issue that left press releases (and cloud stacks) stuck while generating has been resolved, so reloading the page and trying again usually clears it. A slow connection can also interrupt the process. - If your selected image or gallery resets after generating, reselect it and regenerate. A known issue that reset the image selection state after content generation on Step 1 has been fixed. - If your press release is rejected when submitting, regenerate and resubmit. A previous issue that caused press releases to be rejected by publishers without a clear explanation has been resolved. - Note on logos: Company logos are not always accepted as press release images. If a logo is rejected, use a standard image instead. - Clear your cache or switch browsers. Try an incognito window or a different browser to rule out a saved-data issue. - Disable conflicting extensions. Ad blockers or privacy extensions can sometimes block the tool from loading. 💡 Quick Reference: Which Account to Use - Finding homework, schedules, and sessions: Use Circle. - Creating the press release: Use Search Atlas. - Posting your completed work or questions: Use Circle. Keeping these two accounts straight is the most common fix for Summit homework issues. If you remember that Circle is for the community and Search Atlas is for the tools, most tasks will go smoothly. 💬 Need More Help? If you have followed these steps and still cannot create your Circle account or complete your press release homework, we are happy to help. If you need further assistance, click the chat icon in the bottom-right corner of the platform to start a live chat with a member of our team. Additional Notes Magic link flow: invitation email contains a magic link that auto-registers and logs you in — no separate sign-up form needed. If not received, check spam/promotions; subject line references Agentic Marketing Summit. Use live chat widget to request a resend.

Onboarding, Demos, and Account Manager Access

Search Atlas offers onboarding support, product demos, and account management resources to help you get the most out of your subscription. Availability of these services depends on your plan tier. 🚀 Getting Started with Onboarding Customers on eligible plans — including active trial users — can access 1:1 onboarding sessions designed to help you configure your workspace and get up and running quickly. A typical 1:1 onboarding session covers: - Connecting your websites, Google Search Console, and ad accounts - Setting up your first projects in tools like Keyword Research, Content Genius, and OTTO SEO - Understanding your dashboard and key reporting features - Best practices tailored to your use case — agency, in-house team, or freelancer You can book your 1:1 onboarding session directly from the onboarding screen in your Search Atlas dashboard using the built-in booking calendar. If you are unsure whether onboarding is included in your plan, contact our team via live chat and we will confirm your eligibility and next steps. Note for agency users: Child accounts (sub-accounts) do not have access to the 1:1 onboarding booking feature. If you are on a child account and need onboarding support, please reach out via live chat and we will assist you. 🎯 Requesting a Product Demo Whether you are evaluating Search Atlas or exploring a feature set you have not yet used, you can request a guided demo at any time. Our team can walk you through: - Features most relevant to your workflow or industry - Advanced capabilities in tools you are already using - New product updates and how to apply them to your strategy To request a demo, reach out via live chat and a team member will coordinate the session with you directly. 👤 Account Manager Access Dedicated account manager (AM) support is available on select plans. Your account manager acts as your strategic partner within Search Atlas and can assist with: - Reviewing your SEO strategy and overall platform usage - Identifying growth opportunities and underutilized features - Escalating complex technical or billing issues to the appropriate internal team - Scheduling regular check-ins aligned to your goals If you are not sure whether your plan includes a dedicated account manager, or you have not yet been introduced to yours, our support team can verify your account status and connect you with the right person. 📋 How to Get Connected 1. Open the live chat widget in the bottom-right corner of your Search Atlas dashboard. 2. Let us know whether you are looking to schedule an onboarding call, request a demo, or reach your account manager. 3. Provide your account email so we can verify your plan and route your request to the right person. 💬 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Understanding Onboarding, Demos, and Account Support

🗺️ Overview Search Atlas is a self-serve platform, which means you can get started immediately after signing up — no sales call or demo required. This article explains exactly what onboarding support is available, how training works, and what to expect from your account experience. 🎯 Does Search Atlas Offer Demos? Search Atlas does not offer pre-sale or on-request product demos. The platform is designed to be explored directly, and all paid customers receive structured onboarding resources to get up to speed quickly. There is no waitlist or scheduling process for a demo — your account is your demo. 👤 Are Dedicated Account Managers Available? Search Atlas does not assign dedicated account managers to individual customers. Instead, every paid customer has access to a responsive support team available directly inside the platform. This model allows us to keep response times fast and support quality consistent for all users, regardless of plan size. 📚 What Onboarding Support Do Paid Customers Receive? Once you are on a paid plan, you have access to a full suite of onboarding resources designed to get you productive as quickly as possible — even if you have no technical background. These include: - Onboarding training calls: Scheduled sessions with a member of our team to walk you through the platform based on your goals and use case. - Step-by-step guides: Written knowledge base articles covering every major feature and workflow inside Search Atlas. - Video walkthroughs: Short, focused videos that show you exactly how to use key tools. - Live chat support: Real-time help from our team available directly inside the platform whenever you have a question. These resources replace the traditional free trial or demo model. You get hands-on access to the full platform alongside structured guidance so you never feel lost. 🆕 I'm Brand New — Where Do I Start? If you have just signed up and are not sure where to begin, follow these steps: 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type onboarding to be connected with a team member who can schedule your first training call and point you to the right getting-started resources for your goals. You do not need any technical background to use Search Atlas. Our onboarding team is experienced at supporting customers who are completely new to SEO software. 👥 Managing Your Team Inside Search Atlas If you want to add colleagues or collaborators to your account so they can also receive onboarding support, you can manage team access by clicking your avatar in the top-right corner and selecting Team Members (Settings). Adding teammates means everyone on your team can access guides, chat support, and training resources from their own login. 📅 Questions About Your Booked Appointments or Calendar Search Atlas support and the chat assistant do not have access to your personal calendar, external booking systems, or any appointments you may have scheduled outside of the platform. If you are looking for details about a specific meeting time — for example, a call you booked through a scheduling link — please check the confirmation email you received at the time of booking, or visit the scheduling platform directly (such as Calendly or Google Calendar). Our team cannot look up, confirm, or modify personal calendar entries on your behalf. 💬 Still Have Questions? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📅 Reschedule Your Onboarding Call and Extend Your Trial

📋 Overview If you missed your onboarding call or your trial is running out before you've had a chance to explore Search Atlas, don't worry. You can reschedule your onboarding session using the link in your original confirmation email, and our team can extend your trial so you have enough time to get started properly. 🔍 Step 1: Find Your Onboarding Confirmation Email When you first booked your onboarding call, you received a confirmation email with a scheduling link. This same link can be used to reschedule your session. - Search your inbox for an email from Search Atlas about your onboarding call. - Look for a link inside that email that lets you reschedule or manage your booking. - Click that link to choose a new date and time that works for you. If you cannot find the original email, check your spam or junk folder. If it is not there, contact our team using the chat widget (see below) and a teammate can help you locate or resend it. ⏳ Step 2: Request a Trial Extension If your trial is close to expiring and you haven't had a chance to use the platform — especially because you missed your onboarding call — our team can extend it so you are not penalized for the missed session. 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to be connected with a member of our support team. 3. Let the agent know you missed your onboarding call and that your trial is running low. 4. The team will review your account and apply an extension where appropriate. Trial extensions are handled on a case-by-case basis, but our team is happy to help when a missed onboarding call is the reason you haven't explored the platform yet. 💡 Tips to Avoid Missing Your Onboarding Call - Add the calendar invite to your preferred calendar app as soon as you book. - Set a personal reminder 30 minutes before the session. - If your schedule changes, reschedule as early as possible using the link in your confirmation email rather than skipping the session entirely. 🛠️ Still Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚫 How to Cancel an Incomplete Account

📋 Overview If you created a Search Atlas account but never finished setting it up, you may find that you cannot fully log in. Instead of reaching your dashboard, you are sent to the plan selection page. This usually means your account was started but a subscription was never activated. The good news is that an account in this state has no active billing, and you can request cancellation quickly. This article explains why this happens and exactly what to do. 🔎 Why You Are Redirected to Plan Selection Search Atlas sends you to the plan selection page when your account exists but has not completed the activation process. Common reasons include: - Signup was not finished: The registration began but a plan was never selected or confirmed. - No active subscription: Without a chosen plan, there is no dashboard to load, so the platform prompts you to pick one. - Payment was not completed: The checkout step was started but never finalized. Because the account is incomplete, there is normally no charge associated with it. You do not need to select a plan in order to cancel. ✅ Before You Request Cancellation Take a moment to confirm the details so the team can locate your account quickly: - Account email: The exact email address used at signup (for example, the address shown on the plan selection screen). - Account status: Note that you are being redirected to plan selection and cannot reach the dashboard. - Billing: Check whether you were ever charged. Incomplete accounts typically have no active subscription. 🛠️ How to Cancel an Incomplete Account Since you cannot reach the account settings without an active plan, the fastest way to cancel is to contact our team directly. Follow these steps: 1. Do not select a plan. You do not need to choose or pay for a plan in order to cancel an incomplete account. 2. Gather your details. Have the signup email address ready so we can find your account. 3. Start a live chat. Click the chat icon in the bottom-right corner of the platform to start a live chat with a member of our team. 4. Request cancellation. Let the team know you want to cancel the incomplete account and share the associated email address. 5. Confirm closure. Our team will verify the account status and confirm that it has been cancelled or removed. 💳 What Happens to Billing Because an incomplete account has no active subscription, there is usually nothing to refund and no recurring charges to stop. If you believe you were charged in error, mention this during your chat. The team can review your account and address any unexpected billing right away. If deactivation reports no active subscription: Accounts with no active subscription are now deactivated and have their cancellation status recorded correctly. A previously reported issue, where a cancellation attempt on an account with no active subscription could fail to complete, has been resolved. If you ever see an error indicating your account cannot be deactivated because no active subscription was found, let our team know in chat and we will complete the removal for you. 💡 Helpful Tips - Use the correct email: Always reference the email shown at signup or on the plan selection page, as this is how we identify your account. - Avoid creating duplicate accounts: If you only want to cancel, there is no need to register again with a new email. - Keep confirmation: After cancellation is confirmed in chat, you can be confident no further action is needed.

🚀 New Customer Onboarding: What Training and Support Is Available

✅ What is included with your paid plan - Training calls — one-on-one onboarding calls with the Search Atlas team. Book through the link in your welcome email, from the 1:1 onboarding banner shown in-app for active paid accounts, or by contacting support - Help Center — comprehensive written guides and video tutorials - FIN AI chat support — available 24/7 for instant answers - Live chat support — human agents available during business hours (Monday-Friday) 🚫 What is NOT included with paid plans - Dedicated account manager — not available on standard plans. Agency and enterprise plans may include this; contact sales for details - Live product demos — demos are reserved for free trial users evaluating the platform. Paid customers should use training calls instead 💡 How to get the most out of onboarding 1. Book your onboarding training call after signing up. If you are illegible, the 1-1 onboarding call banner will be displayed when you login to your SA dashboard 2. Come to the call with a list of your top 3 goals 3. After the call, use the Help Center to go deeper on the specific tools you'll use most Don't see your booking or login link? Some new annual checkout customers have received a welcome email that is missing the login link — this is a known issue our team is tracking. If your welcome email doesn't include a login or booking link, contact support and we'll get you access. Note that the in-app 1:1 onboarding banner only appears for accounts with an active paid plan. 🗓️ Weekend support availability Human agent support is available Monday through Friday during business hours. FIN AI is available 24/7. A human agent will follow up at the start of the next business day for weekend messages.

🚀 Master Search Atlas for Your Clients

🗺️ What This Guide Covers This article walks you through the core features you need to get results for your clients: running site audits, finding keyword opportunities, setting up reporting, and accessing personalised training. Bookmark this page as your go-to onboarding reference. 🔍 Running a Site Audit A site audit gives you a full technical health report for any domain. To get started: 1. Navigate to Left sidebar → OTTO SEO → Site Audit. 2. Select or add the domain you want to audit from your project list. 3. Search Atlas will automatically crawl the site and surface technical issues, on-page errors, and improvement opportunities. 4. Use the issue categories to prioritise fixes — start with Critical issues for the biggest impact. Revisit the audit regularly to track how your fixes improve the site's health score over time. 💡 Finding Keyword Suggestions Search Atlas offers several keyword research tools depending on your goal: - Keyword Magic — Discover thousands of related keyword ideas from a seed term. Navigate to Left sidebar → Keywords → Keyword Magic. - Rank Tracker — Monitor how your target keywords rank over time. Navigate to Left sidebar → Keywords → Rank Tracker. Add your client's domain and keyword list, then track weekly movement. - Keyword Gap — Compare your client's keyword coverage against competitors and spot untapped opportunities. Navigate to Left sidebar → Keywords → Keyword Gap. For best results, start with Keyword Magic to build your initial list, validate search volume and difficulty, then import your chosen keywords into Rank Tracker for ongoing monitoring. 📊 Setting Up Reporting for Clients Professional reports help you demonstrate value to clients clearly and consistently. Here is how to set them up: 1. Navigate to the project or domain you are reporting on. 2. Use the reporting module to select the metrics you want to include — keyword rankings, traffic trends, site health scores, and backlink data are popular choices. 3. Customise the report with your client's branding if white-label options are available on your plan. 4. Schedule automated delivery so reports land in your client's inbox on a regular cadence without manual effort. Consistent reporting keeps clients informed and reduces back-and-forth requests for updates. 📍 Using Local SEO Features If you manage local businesses, Search Atlas has a dedicated GBP Projects suite. Navigate to Left sidebar → Local → GBP Projects to access: - Overview — A summary dashboard for all your local SEO activity. - Posts — Publish and schedule Google Business Profile posts directly from the platform. - Reviews — Monitor and manage customer reviews in one place. - Local Citations — Build and audit business citations to strengthen local authority. - Media Library — Store and manage images used across your local profiles. - My Tasks — Keep track of outstanding local SEO action items. 🎓 Booking a One-on-One Walkthrough If you would like a personalised training session with a Search Atlas success manager — covering your specific workflow, client use cases, or any feature in depth — our team is here to help. To request a walkthrough or schedule a session: 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to be connected with a member of our team. 3. Let them know you would like to schedule a one-on-one walkthrough and share any specific topics you want to cover. Our success team will confirm availability and set up a session tailored to your needs. ⚙️ Quick-Start Checklist for New Users Use this checklist when onboarding a new client to Search Atlas: - Add the client's domain and run an initial site audit. - Build a target keyword list using Keyword Magic and import it into Rank Tracker. - Run a Keyword Gap analysis against the top two or three competitors. - If the client is a local business, set up their profile under the GBP Projects section. - Configure automated reporting on a weekly or monthly schedule. - Book a walkthrough session if you need guidance on any advanced features. 🛠️ Need Further Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🎁 Current and Upcoming Search Atlas Promotions

🗓️ What Promotions Does Search Atlas Offer? Search Atlas runs several seasonal and limited-time promotional events throughout the year. This article covers our current and upcoming offers so you always know when to expect the best deals — and never miss a chance to save. 🎄 12 Days of Christmas Event Our 12 Days of Christmas promotional event is one of the biggest sales of the year. Each day during the event, we reveal a new offer, product feature, or exclusive deal — making it a must-watch period for both new and existing customers. - When it runs: The event typically launches in mid-December and runs for 12 consecutive days leading up to Christmas. - What to expect: Daily product reveals, limited-time discounts, and special bundles across Search Atlas tools including OTTO SEO, the Content Genius suite, and more. - Who is eligible: Both new sign-ups and existing subscribers can take advantage of the daily deals. Specific eligibility details are announced with each day's offer. - How to stay informed: Watch your registered email inbox and follow Search Atlas on social media for daily announcements during the event. If the 12 Days of Christmas event is currently active, log in to your Search Atlas account — promotional banners and deal details will be visible directly inside the platform. 🛍️ Black Friday and Cyber Week Search Atlas evaluates Black Friday and Cyber Week promotional opportunities on a year-by-year basis. We do not always run a traditional Black Friday sale in the same format every year — in some years, our major end-of-year savings are consolidated into the 12 Days of Christmas event instead. - If a standalone Black Friday or Cyber Week deal is available, it will be announced via email to all registered customers and displayed inside the platform. - If you do not see a Black Friday promotion in your account, it is likely that our end-of-year offer window begins with the 12 Days of Christmas event in December. - We recommend checking your inbox in late November and early December for the latest announcements. 💛 Loyalty Discounts for Existing Customers Search Atlas values long-term customers. While we do not operate a formal points-based loyalty programme, existing subscribers benefit from promotional access in the following ways: - Seasonal promotions: Existing customers are eligible to apply seasonal deal pricing when upgrading, adding seats, or switching plans during active promotional windows. - Annual plan discounts: Customers who switch from a monthly plan to an annual plan receive a reduced per-month rate. This discount is available at any time, not just during sales events. - Exclusive subscriber communications: As a registered customer, you receive early or direct notification of upcoming deals before they are publicly advertised. If you believe you qualify for a discount that has not been applied to your account, reach out via the chat widget for assistance. 📅 Other Seasonal and Limited-Time Offers Throughout the year, Search Atlas may run additional time-sensitive promotions, including: - New feature launch offers: Discounted access or extended trials when major new tools go live. - Partner and affiliate promotions: Special rates available through authorised Search Atlas partners. - Referral incentives: Credits or discounts applied to your account when referred customers sign up. Check the referral section inside your account dashboard for current terms. All active promotions are surfaced inside the Search Atlas platform when you are logged in. If you see a banner or notification in your dashboard, it reflects a deal that is currently available to your account. ✅ How to Redeem a Promotion 1. Log in to your Search Atlas account. 2. Click your Avatar (top-right) → Billing, then use the Redeem Promo Code option (on the Billing page, the Plans & Top-ups tab has a Change Plan button). 3. Any eligible promotional pricing will be displayed automatically on the plan selection screen. 4. If you have a specific promo code, enter it via Avatar (top-right) → Billing → Redeem Promo Code before confirming your purchase. Promotional pricing cannot typically be applied retroactively to completed billing cycles. If you have questions about a charge already processed, contact us as soon as possible. 💬 Need Help With a Specific Deal? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔄 Search Atlas Trial to Paid: Chat Access & Data Retention

🧭 Overview This article explains how Search Atlas handles your AI chat access and conversation history when you move from a free trial to a paid plan. It also covers how to connect OTTO to your website and an important compatibility note for GoDaddy Website Builder users. 🤖 Installing OTTO on Your Website OTTO is Search Atlas's AI-powered SEO automation tool. To connect OTTO to your site, log in to your Search Atlas account and follow the on-screen steps to add and connect your website. If your site does not appear to connect after completing these steps, confirm that your hosting provider allows the level of site access that OTTO requires — some managed or website-builder platforms restrict this access. ⚠️ GoDaddy Website Builder Compatibility If your site is built with GoDaddy Website Builder, OTTO cannot be installed directly. GoDaddy Website Builder does not support the type of site-level access that OTTO requires to function. Here are your options if you use GoDaddy Website Builder: - Switch to a WordPress-based environment: WordPress allows full code-level access, which means OTTO can be installed. Migrating to a WordPress environment would require rebuilding or migrating your site content. Once on a compatible WordPress setup, you can complete the OTTO connection steps above. - Use a different hosting provider: Any hosting provider that allows the site-level access OTTO requires will be compatible. Once your site is on a compatible platform, follow the OTTO installation steps above. - Use Search Atlas without on-site OTTO automation: You can still use other Search Atlas tools without installing OTTO on your site. OTTO on-site automation is optional; the rest of the platform remains fully functional. 💬 AI Chat Access During Your 7-Day Trial During your free trial, you have full access to the Search Atlas AI chat. You can ask questions, get SEO recommendations, and explore the platform without any restrictions on the chat feature. 🔑 What Happens to Chat Access After Your Trial Ends When your 7-day free trial ends, your access to the AI chat depends on whether you upgrade to a paid plan: - If you upgrade to a paid plan: Your AI chat access continues without interruption. You retain full access to the chat feature on your paid plan. - If you do not upgrade: Your trial account will expire and access to the AI chat — along with all other platform features — will be suspended until you reactivate your account by upgrading to a paid plan. To reactivate, log in to your Search Atlas account and follow the prompts to select and purchase a paid plan. Once payment is confirmed, your access will be restored. 📋 What to Have Ready If You Need Help If you experience an issue with OTTO installation, GoDaddy compatibility, or your trial-to-paid transition, please have the following ready: your project or site name, the exact error message you are seeing (if any), and the approximate date and time the issue occurred. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Finding the MetaHub Launchpad in Search Atlas

🔍 What Is the MetaHub Launchpad? The MetaHub launchpad is your central starting point for accessing MetaHub tools and features within Search Atlas. If you are having trouble finding it, this article will walk you through exactly where to look. 🗺️ Where to Find the MetaHub Launchpad The MetaHub launchpad is accessible directly from the Ads section of the platform. Follow these steps: 1. Log in to your Search Atlas account. 2. Look at the left sidebar and click Ads (Which ad platform do you want to see first?). 3. On the Ads page, you will see a collection of playbooks and quick-launch options — the MetaHub launchpad is located here. 4. Browse the available playbooks or use the quick-action buttons to enter MetaHub from this view. 💡 Quick Tips for Navigation - Bookmark the Home page: Navigating to /home in your browser will take you directly to the launchpad area. - Use the sidebar: The left sidebar is your primary navigation tool throughout Search Atlas. If you ever feel lost, returning to Home in the sidebar will reset your starting point. - Refresh your data: If the launchpad does not display as expected, use the Refresh data button available on the Home page to reload the latest information. - Launch Atlas Agent: From the same Home page, you can also launch the Atlas Agent to get guided assistance navigating the platform. ⚠️ Common Reasons You Might Not See It - Wrong section selected: Make sure you have clicked Ads in the left sidebar and not another section such as Content or Reports. - Account permissions: Access to certain launchpad features may depend on your account plan or user role. If a feature appears locked or missing, your plan may not include it. - Browser cache: Try a hard refresh (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac) if the page is not loading correctly. 🛠️ Still Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🧾 Understanding the Tax ID Field in Search Atlas

🔍 What Is the Tax ID Field? The Tax ID field in Search Atlas is used to store your business's tax identification number. This is a government-issued number that uniquely identifies your business for tax purposes. Depending on your country, this may also be called an EIN (Employer Identification Number), TIN (Taxpayer Identification Number), or a similar regional equivalent. Providing your Tax ID helps ensure that any invoices or billing documents generated by Search Atlas accurately reflect your business information, which is especially important for accounting and compliance purposes. 📋 Where to Find the Tax ID Field The Tax ID field appears in two key areas of the platform: - BrandVault: When setting up or editing your brand profile, you will find the Tax ID field alongside other business identity fields such as VAT ID and ISO 6523 Code. Each field has an info icon (ⓘ) that you can hover over for a quick description of what to enter. - OTTO Project Setup: When creating a new OTTO project, the Tax ID field is available in the project configuration form. Tooltips are shown next to this field to guide you while filling it in. ✏️ How to Fill In the Tax ID Field 1. Navigate to the relevant section — either your BrandVault profile or the OTTO project creation form. 2. Locate the Tax ID field. Hover over the info icon (ⓘ) next to the field if you need a reminder of what format to use. 3. Enter your business tax identification number exactly as it appears on your official tax registration documents. 4. Save your changes before leaving the page. 💡 Tips and Common Questions - Is the Tax ID field required? The Tax ID field is optional. However, filling it in ensures your invoices and business records are complete and accurate. - What format should I use? Enter your Tax ID in the format used by your country's tax authority. For example, US businesses typically use a 9-digit EIN in the format XX-XXXXXXX. - What is the difference between Tax ID, VAT ID, and ISO 6523 Code? These are three separate business identifiers. The Tax ID is for general tax purposes, the VAT ID is specific to Value Added Tax registration (common in the EU and UK), and the ISO 6523 Code is an international standard for identifying organisations in electronic data interchange. Each field has its own info icon to help clarify the distinction. - Where does my Tax ID appear? Once saved, your Tax ID may appear on invoices and billing documents associated with your account. 🛠️ Troubleshooting - If the Tax ID field is not visible, make sure you have the correct permissions for your account role. Administrators typically have access to all billing and business identity fields. - If you saved a Tax ID but it does not appear on your invoices, allow a short time for the system to update, then check the Billing page to confirm your invoice details are refreshed. 🙋 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Switching to Search Atlas from SEMrush

🔍 Overview Moving from SEMrush to Search Atlas is simpler than you might expect. This article explains what training resources are available, how migration works, and whether you need technical knowledge to get started. Whether you are a freelancer, consultant, or agency, this guide will help you transition with confidence. 📚 What Training Resources Are Available? Search Atlas provides a full library of onboarding and training materials to help you get up to speed quickly. These include: - Video walkthroughs covering core tools such as Site Explorer, Rank Tracker, Keyword Magic, and Local SEO features - Step-by-step knowledge base articles for every major feature, available at any time - Onboarding sessions offered to new customers to walk through the platform and answer questions in real time - Tooltips and in-app guidance built directly into the platform so you always have context while working These resources are designed for users of all experience levels, including those who have never used Search Atlas before. No technical background is required to follow them. 🎓 Can I Access Training Before I Purchase? Some training content, including public knowledge base articles and overview videos, is accessible before you commit to a paid plan. This allows you to explore how Search Atlas works and compare it with tools you currently use, such as SEMrush, before making a decision. For full hands-on access to the platform and guided onboarding, you will need to start a trial or subscribe to a plan. If you want to see a live demonstration first, you can request one through the chat widget inside the platform after signing up for a free trial. 🛠️ Do I Need Technical Knowledge to Migrate? No. Migration from SEMrush to Search Atlas does not require any technical knowledge. The process is designed to be straightforward for non-technical users. Here is what the typical migration involves: 1. Export your data from SEMrush — this includes keyword lists, tracked projects, and any reports you want to keep. SEMrush allows CSV exports from most of its tools. 2. Import keywords and projects into Search Atlas — you can upload keyword lists directly into tools such as Rank Tracker (Left sidebar → Keywords → Rank Tracker) and Keyword Magic (Left sidebar → Keywords → Keyword Magic) without any coding or setup. 3. Recreate your tracked projects — add your domains in Site Explorer (Left sidebar → Site Metrics (Site Explorer)) to begin tracking rankings, backlinks, and site performance. 4. Set up local SEO projects if applicable — freelancers managing local clients can add their locations under Left sidebar → GBP Projects → Overview and begin tracking citations, reviews, and posts immediately. The entire process can typically be completed in a single session. If you run into any issues during import, the support team is available to assist. 💡 Tips for Freelancers Transitioning from SEMrush - Start with your most active clients first — migrate one or two projects before moving everything over so you can get comfortable with the interface. - Use Keyword Gap (Left sidebar → Keywords → Keyword Gap) to immediately identify opportunities you may have missed in SEMrush. - Take advantage of the Local tools if you manage local businesses — features under Left sidebar → Local → GBP Projects include Reviews, Posts, Local Citations, and a Media Library that go beyond what SEMrush offers for local SEO. - Bookmark key knowledge base articles for tools you use most often so you can reference them during your first few weeks. 🤝 Getting Additional Help If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📋 Publication Media, Search Atlas, and Site Deactivation

🔗 How Publication Media Relates to Search Atlas Publication Media is a third-party publisher platform that operates independently from Search Atlas. While some Search Atlas users interact with Publication Media as part of their link-building or content placement workflows, the two platforms are separate organizations with their own policies, support teams, and decision-making processes. This means that actions taken by Publication Media — such as site deactivations, pricing decisions, or request approvals — are outside the direct control of Search Atlas. Search Atlas cannot override Publication Media's platform decisions or access your Publication Media account on your behalf. ⚠️ What Site Deactivation Means If your website (for example, allfunnypuns.com) has been deactivated by Publication Media, it means Publication Media has suspended or removed your site's listing from their publisher marketplace. Common reasons this can happen include: - The site does not meet Publication Media's current quality or traffic standards - Pricing or policy terms were not agreed upon within their required timeframe - A previous request or submission was declined multiple times without resolution - Publication Media flagged the site during a routine review Search Atlas does not receive notifications when a site is deactivated on Publication Media and cannot see the specific reason on your behalf. You will need to contact Publication Media directly to get a definitive explanation. 💲 Updating Your Site Price After Denied Requests If you have submitted pricing update requests to Publication Media and they have been denied over an extended period, this is a dispute that must be resolved directly with Publication Media's support team. Here is the recommended approach: 1. Review Publication Media's pricing guidelines. Confirm your proposed price aligns with their current marketplace standards for site traffic, domain authority, and niche. 2. Contact Publication Media support directly. Reach out through their official support channel and reference the history of your denied requests. Provide specific dates and any reference numbers if available. 3. Request an escalation within Publication Media. If standard support has not resolved the issue after multiple attempts, explicitly ask to have your case reviewed by a senior team member or account manager within Publication Media. 4. Document everything. Keep records of all correspondence, denied requests, and any reasons given. This documentation is essential if you need to escalate further. Search Atlas is unable to intervene in Publication Media's internal pricing review process or submit requests on your behalf. 🛠️ What Search Atlas Can Help With Although Search Atlas cannot resolve Publication Media account issues directly, the platform provides tools that can support your broader SEO and site health strategy while you work through the dispute: - Site Explorer (Left sidebar → Site Explorer): Monitor your site's overall performance, track keyword rankings via Rank Tracker, and identify keyword opportunities with Keyword Magic and Keyword Gap analysis. - OTTO SEO (Left sidebar → OTTO SEO): Use Search Atlas's AI-powered SEO automation to continue improving your site's authority and content quality, which may strengthen your case when reapplying to Publication Media. Improving your site metrics can be a practical step toward meeting Publication Media's quality thresholds if those were a factor in the deactivation. 📬 Escalating Through Search Atlas If you believe there is a specific integration, billing, or account-level issue within Search Atlas that is connected to your Publication Media experience, our team can review the Search Atlas side of your account and help clarify what steps are available to you. We can also help document the issue if it requires formal escalation to our partnerships team. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Get Started With Five Core Search Atlas Tools

🗺️ Overview Search Atlas offers a powerful suite of content and SEO tools. This article walks you through the essential setup and usage steps for five of the most frequently used features: Content Genius, Onpage Audit, Content Planner, Topical Maps, and Scholar. Follow the sections below in any order depending on your workflow. ✍️ Content Genius Content Genius is an AI-powered writing assistant that helps you create SEO-optimised content briefs and drafts. 1. From the left sidebar, navigate to Content Genius. 2. Click New Document to open a blank editor. 3. Enter your target keyword in the setup panel and select your target country and language. 4. Click Generate Brief. Search Atlas will analyse top-ranking pages and produce recommended headings, word counts, and NLP terms. 5. Use the brief as a guide while writing directly in the editor, or navigate to Content → Content Genius (What are we writing today?) and click Write an article or Write with AI in Bulk to generate a draft automatically. 6. Monitor your real-time content score in the right panel and adjust your copy until the score reaches your target range. 7. Click Save or export the document when finished. 🔎 Onpage Audit Onpage Audit scans an existing page and identifies optimisation opportunities to improve its search performance. 1. From the left sidebar, navigate to Content → Onpage Audit. 2. Enter the URL of the page you want to analyse. 3. Add the primary keyword you want the page to rank for, then click Run Audit. 4. Review the audit results, which are grouped into categories such as title tags, meta descriptions, keyword usage, internal links, and page speed signals. 5. Work through the recommended fixes in priority order. Items flagged as Critical should be addressed first. 6. Re-run the audit after making changes to confirm your score has improved. 📅 Content Planner Content Planner helps you build a structured editorial calendar based on keyword opportunities and content gaps. 1. From the left sidebar, navigate to Content → Content Planner. 2. Click New Plan and enter your website domain or niche topic. 3. Search Atlas will suggest a list of content ideas grouped by topic cluster and search intent. 4. Select the ideas you want to include and assign a Target Date, Assignee, and Status to each item. 5. Use the calendar or list view to manage and track progress across your entire content pipeline. 6. Click any planned item to open it directly in Content Genius and begin writing. 🧭 Topical Maps Topical Maps visualises the full topic universe around a seed keyword, helping you build comprehensive content authority. 1. From the left sidebar, navigate to Content → Topical Maps (Topical Map). 2. Click Create Topical Map and enter a seed keyword that represents your core subject area. 3. Select your target country and click Create Topical Map. 4. Search Atlas will produce an interactive visual map of subtopics, related questions, and supporting content opportunities. 5. Click any node on the map to see keyword data and content suggestions for that subtopic. 6. Use the map to identify gaps in your existing content and prioritise which subtopics to cover next. 7. Export the map as a CSV or send nodes directly to Content Planner for scheduling. 🎓 Scholar Scholar surfaces authoritative research, statistics, and citations you can use to strengthen your content with credible sources. 1. From the left sidebar, navigate to Content → Scholar. 2. Enter a topic or question in the search bar and click Analyze page. 3. Browse the results, which pull from academic papers, authoritative websites, and trusted publications. 4. Click Copy Citation next to any result to copy a formatted reference you can paste directly into your content. 5. Use the Save to Document option to push a source directly into an open Content Genius document. 💡 Tips for Getting the Most Out of These Tools - Connect your domain early in your account setup so Onpage Audit and Content Planner can personalise recommendations to your existing site. - Start with Topical Maps if you are building a content strategy from scratch — it gives you the full picture before you plan individual articles. - Use Scholar inside Content Genius to add credibility signals that can improve both reader trust and search rankings. - Re-audit regularly — search landscapes change, and a page that scored well six months ago may now have new optimisation opportunities. 🆘 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🎯 SEO Challenge Access & Enrollment Process

🧾 Step 1: Confirm Your Purchase Was Successful After completing payment for the 5-day SEO challenge, you should receive an automated payment confirmation email within a few minutes. This email confirms that your $27 payment was processed and your spot has been reserved. Check the following before assuming something went wrong: - Look in your spam or junk folder — confirmation emails sometimes land there. - Make sure you checked the inbox associated with the email address used at checkout. - Search for emails from Search Atlas or with the subject line containing "SEO Challenge". 📬 Step 2: Understand When Access Details Are Sent Access details for the 5-day SEO challenge are not always delivered immediately after purchase. Here is what you should expect: - Purchase confirmation: Sent within minutes of a successful payment. - Enrollment and access email: Sent closer to the official challenge start date. If you purchased in advance, you will receive your access details within 24–48 hours before the challenge begins. - Challenge materials and links: Delivered on or before Day 1 of the challenge, so you are ready to start on time. If you purchased on or after the challenge start date, access details are typically delivered within 24 hours of your purchase. 📧 Step 3: Know What the Access Email Contains When your enrollment email arrives, it will include: - A direct link to access the challenge content or platform - Your login credentials or instructions to create an account (if applicable) - A schedule or overview of what each of the 5 days covers - Any materials, resources, or prep steps you need before Day 1 🔍 Step 4: What To Do If You Haven't Received Access If you purchased the SEO challenge and have not received your access details within the expected timeframe, follow these steps: 1. Check your spam, junk, and promotions folders for any emails from Search Atlas. 2. Verify the email address you used at checkout — a typo at purchase can cause delivery failures. 3. Wait until 24–48 hours before the stated challenge start date if you purchased in advance, as access emails are sent closer to the start. 4. If the challenge start date has already passed and you still have no access, contact our support team immediately using the steps below. ✅ Quick Reference: Access Timeline Summary - Purchased before the start date: Access email arrives 24–48 hours before Day 1. - Purchased on or after the start date: Access email arrives within 24 hours of purchase. - Payment confirmation: Always sent within minutes — check spam if not received. 💬 Still Need Help? If you have followed the steps above and still cannot access your SEO challenge, our team is ready to assist you. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. Please have the following ready to speed up the process: - The email address used at checkout - Your payment confirmation or transaction ID - The date of purchase (e.g., July 21)

🌙 Does Search Atlas Have Dark Mode?

Dark Mode Is Not Currently Available The Search Atlas dashboard does not have a dark mode at this time. There is no toggle, button, or setting anywhere in the platform that activates a dark theme. Where to Check You may have looked in the following places — none of them contain a dark mode option: - Settings (Avatar → Settings): controls profile, alerts, integrations, and white-label options — no appearance or theme section. - Dashboard toolbar or top navigation: no theme switcher is present. - Account or billing pages: focused on plan and payment management only. Workaround If you prefer a darker interface while using Search Atlas, you can use a browser-level dark mode extension as an unofficial workaround. Third-party extensions are not supported by Search Atlas and may affect how some UI elements are displayed. Feature Requests If dark mode is important to your workflow, you can submit feature requests through our support channel; the team reviews all submissions when planning future updates.

🎓 Pre-Purchase Training and Migration Support for SEMrush Users

Overview If you are a freelancer or agency considering switching from SEMrush to Search Atlas, this article explains what training and migration support is available to help you get started. Search Atlas offers onboarding resources and migration guidance that do not require technical expertise. Pre-Purchase Training Search Atlas offers training and onboarding resources to prospective and new customers. To find out what is currently available and how to register: - Reach out to the support team via the chat widget in the platform — they can confirm whether live onboarding sessions are currently scheduled, what topics they cover, and how to sign up. - Ask specifically whether trial account holders are eligible to attend sessions before purchasing a paid plan. - Request details on session format, duration, and any prerequisites so you can prepare in advance. Free Trial Access Creating a free trial account gives you hands-on access to the Search Atlas platform, which can help you follow along during onboarding sessions and evaluate the tool before committing to a plan. To get started with a free trial: 1. Go to the Search Atlas website and click Start Free Trial or Sign Up. 2. Complete the registration form with your name, email address, and basic account details. 3. Once your trial account is active, you can explore the platform's tools and ask support about upcoming onboarding sessions you can join. Migrating from SEMrush Search Atlas supports migration from SEMrush and the process is designed to be accessible without technical knowledge. To get guidance tailored to your specific SEMrush setup, contact the support team — they can walk you through the migration process step by step. In general, the migration involves: - Exporting your data from SEMrush: Save your tracked keyword lists, project settings, and any reports you want to retain from your SEMrush account before switching. - Setting up your projects in Search Atlas: Once your trial or paid account is active, create your projects by entering your domain and target keywords, using your exported data as a reference. - Adding your keywords: Search Atlas supports bulk keyword entry, so you can add your keyword lists to your projects without entering them individually. - Verifying your setup: After adding your data, confirm that your tracked keywords, target locations, and project settings reflect your previous configuration. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔄 Migrate, Consolidate, and Update Your Workspace

🗂️ What This Article Covers If you need to move projects and data between accounts, update your login email address, merge multiple workspaces into one, or request a billing refund, this guide explains what is possible, what requires our team's help, and how to get started quickly. 📦 Migrating Projects and Data Between Accounts Project and data migration — moving all your campaigns, keywords, reports, and settings from one account email to another — must be handled by our support team. This is not something you can do directly from the platform dashboard. Before reaching out, gather the following information so our team can process your request as fast as possible: - Source account email: The email address currently holding the projects and data (e.g., the account you want to migrate from). - Destination account email: The email address of the account you want to migrate to. - Scope of migration: Confirm whether you want all projects moved or only specific ones. - Preferred migration date: If timing matters, let us know your preferred window. Our team will confirm the migration details with you before making any changes, so nothing is moved without your approval. ✉️ Changing Your Login Email Address Updating the email address you use to log in to Search Atlas requires identity verification to protect your account. You cannot change the login email directly from account settings at this time. To request a login email change, have the following ready: - Current login email: The email address currently associated with your account. - New login email: The email address you want to use going forward. - Account verification: Be prepared to confirm ownership of both email addresses if requested. Once verified, our team will update your login credentials and confirm the change is live before closing the request. 🔀 Consolidating Multiple Workspaces If you manage more than one Search Atlas workspace and want to merge them into a single account, our team can assist with the consolidation. Common reasons customers request this include: - Rebranding or business restructuring that requires a new primary email. - Team changes where account ownership needs to be transferred. - Reducing duplicate subscriptions billed separately across accounts. When requesting consolidation, clearly identify which workspace should become the primary account and which workspaces should be merged into it. Our team will review all associated data and subscriptions before proceeding. 💳 Requesting a Billing Refund Refund requests are reviewed on a case-by-case basis by our billing team. To ensure your request is handled promptly, provide the following when you reach out: - Account email: The email address associated with the billed account. - Invoice or charge date: The date of the charge you are disputing. - Reason for refund: A brief explanation of why you are requesting the refund. Our team will review your request and follow up with a decision as quickly as possible. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🛠️ Understanding CMS Support in Search Atlas

🌐 What Is a CMS? A CMS (Content Management System) is the platform you use to build and manage your website. Common examples include WordPress, Shopify, Wix, Squarespace, Webflow, and Drupal. Your CMS controls how content is created, stored, and published on your site. Understanding your CMS is important because Search Atlas integrates with your website to help you implement SEO recommendations — and the steps to do that can vary depending on which platform you use. 🔍 How Search Atlas Works With Your CMS Search Atlas is an SEO intelligence platform. It analyzes your website, generates recommendations, and — through features like OTTO SEO — can help automate the implementation of those recommendations. Here is what you should know: - Search Atlas does not replace your CMS. It works alongside it to surface SEO insights and improvements. - OTTO SEO can push certain on-page changes directly to supported CMS platforms. You can access it via OTTO SEO → All Sites (SEO Automation) in the left sidebar. - For unsupported CMS platforms, Search Atlas provides clear recommendations that you or your developer can implement manually. - Search Atlas does not have direct access to your CMS backend unless you have connected it through an official integration. ⚙️ Common CMS-Related Questions Customers often reach out about CMS topics without being sure exactly what to ask. Below are the most common scenarios and what to do in each case. 1. You want to connect your CMS to Search Atlas. Navigate to OTTO SEO → All Sites (SEO Automation) in the left sidebar and follow the OTTO SEO setup flow. You will be prompted to connect your site. Make sure you have admin-level access to your CMS before starting. 2. A recommended change is not applying to your site. First confirm your CMS is connected and that OTTO SEO is active. If the issue persists, note the specific recommendation or page URL involved before contacting support — this helps us resolve it faster. 3. Your CMS is not listed or supported. Search Atlas can still audit your site and provide actionable recommendations. You or your developer can implement them directly in your CMS. There is no integration step required for auditing. 4. You are not sure what CMS your site is using. You can check by visiting a tool like builtwith.com and entering your domain. Knowing your CMS type will help our team assist you more quickly. 📋 How to Prepare Before Contacting Support To get the fastest resolution when reaching out about a CMS-related issue, try to have the following information ready: - The name of your CMS (e.g., WordPress, Shopify, Webflow) - The specific feature or page in Search Atlas where you encountered the issue - A brief description of what you were trying to do and what happened instead - Any error messages or screenshots if available Having these details ready means our support team can skip the back-and-forth and move straight to solving your problem. 💬 Still Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📅 Schedule Your Onboarding Session

🔗 Access the Onboarding Scheduling Link To book an onboarding session, go to /onboarding-1on1 inside the platform and use the embedded calendar. This is the only available method for scheduling a live onboarding call with our team. 👥 Understand the Session Format Onboarding calls are one-on-one (1:1) sessions with a Search Atlas specialist, providing a highly personalized experience tailored to your needs. ✅ Complete Your Booking Follow the steps on the scheduling page to select a date and time that works for you. Once booked, you’ll receive a confirmation with the meeting link and any preparation details. 📌 What to Expect During the Session The onboarding specialist will walk you through key platform features, answer your questions, and help you set up your first projects. The 1:1 format ensures you get focused attention. 💬 Need Further Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🤝 Hiring Expert Help for Search Atlas

🎯 Overview Search Atlas offers more than a self-serve platform. If you want personalised guidance, hands-on setup support, or dedicated training, there are paid professional service options available to help you get the most out of your subscription. 📚 1-on-1 Training Sessions If you prefer to learn Search Atlas directly with an expert rather than working through documentation alone, you can book a paid 1-on-1 training session with a member of the Search Atlas team. These sessions are tailored to your specific goals and skill level. During a training session, a Search Atlas specialist can walk you through: - Setting up and navigating core tools such as Site Explorer, Rank Tracker, and Keyword Magic - Building and managing Local SEO projects under Left sidebar → Local → GBP Projects - Creating an effective OTTO SEO workflow - Interpreting data and turning insights into actionable SEO strategies - Any other feature or workflow you want to focus on To enquire about booking a 1-on-1 training session, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. 🛠️ Certified Implementor Services If you need someone to handle the setup and management of Search Atlas on your behalf, a certified Search Atlas implementor may be the right fit. Implementors are vetted professionals who specialise in configuring and running Search Atlas for clients. An implementor can assist with tasks such as: - Full platform onboarding and account configuration - Ongoing campaign management and reporting - Technical SEO implementation guided by Search Atlas data - Training your in-house team as part of an engagement To find out whether a certified implementor is available for your needs or region, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. 💡 Choosing the Right Option Not sure which service is the right fit? Use the guide below to help you decide: - You want to learn the platform yourself but need expert guidance: Book a 1-on-1 training session. - You want someone to manage or set up the platform for you: Ask about certified implementors. - You have a complex or large-scale SEO project: A certified implementor or a series of training sessions may both be valuable. 💬 Get in Touch All professional service enquiries — including pricing, availability, and scope — are handled by the Search Atlas team directly. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💸 Affiliate Account Setup and Refund Processing

Claim and Verify Your Annual Plan Bonuses

Overview If you purchased an annual plan with promotional bonuses — such as a 30% discount, extra HyperDrive credits, unlimited AI usage, the OTTO SEO Course, or SmartAds — this article will help you confirm what has been applied, access your course, and get your clients set up with a white-label account. Step 1: Verify Your Annual Plan Bonuses Your plan discount and HyperDrive credit bonus should be applied to your account after purchase. To confirm they have been applied, or if any bonus does not appear to be active, contact our support team using the chat widget in the platform. Share your purchase confirmation details and the email address associated with your account so the team can verify and apply any missing bonuses manually. Step 2: Access the OTTO SEO Course The OTTO SEO Course is delivered through a separate learning platform. Access is provisioned by the Search Atlas team after your annual plan purchase is confirmed. Here is how to get set up: 1. Check your inbox (including spam/promotions) for an email from Search Atlas containing your course invitation link. 2. Click the invitation link in that email to create or log in to your account on the course platform and access your enrolled content. 3. If you have not received the invitation email, contact our support team via the chat widget in the platform. Include your purchase confirmation and the email address associated with your Search Atlas account so the team can resend your course invitation directly. Step 3: Confirm SmartAds and Unlimited AI Usage SmartAds access and unlimited AI usage are bonuses tied to your annual plan. If either does not appear to be active on your account, contact our support team via the chat widget in the platform and share your purchase confirmation so the team can verify your entitlements and activate them manually. Step 4: Set Up Your White-Label Child Account Annual plan purchases may include access to white-label client accounts. To get your white-label child account configured, contact our support team via the chat widget in the platform with your purchase confirmation details. The team will guide you through the setup process and ensure your client accounts are properly provisioned. If you have any questions about your annual plan bonuses or need help with any of the steps above, please reach out to our support team using the chat widget in the platform — we're happy to help.

🔍 URL Indexer (Instant Indexing): Why URLs Aren't Processing (Google Cloud Project Required)

🚫 Why your URLs show zero progress The Search Atlas URL Indexer (also referred to as Instant Indexing within Search Atlas) submits your pages to Google's official Indexing API. To use this API, Google requires a verified Google Cloud Project (GCP) with the Indexing API enabled. Without this setup, your URL submissions never reach Google. ⚙️ How to set up your Google Cloud Project 1. Go to console.cloud.google.com and sign in with your Google account 2. Create a new project (or select an existing one) 3. Go to APIs & Services > Library 4. Search for Indexing API and click Enable 5. Go to APIs & Services > Credentials 6. Create a Service Account and download the JSON key file 7. Add the service account email as an Owner in your Google Search Console property 8. In Search Atlas, go to Indexer > Settings and upload the JSON key file ✅ After connecting Once your GCP is connected, resubmit your URLs. You should see them move from Pending to Processing within a few minutes. 🛠️ Troubleshooting activation errors If you connected an existing Google Cloud Project and Instant Indexing activation failed, or you saw a server error when enabling indexing, these were known issues that have since been fixed. First make sure a project is assigned to your GCP connection, then retry activation. If errors persist after retrying, contact support. ⚠️ Important: indexing is still controlled by Google Submitting a URL to the Indexing API does not guarantee immediate indexing. Google evaluates each URL for content quality, crawlability, and authority before indexing it. Most URLs are crawled within 24-96 hours of submission.

🖥️ Close the Onboarding Modal to Access Your Sidebar

🔍 What Is Happening? When you first log in to Search Atlas, an onboarding modal overlay appears automatically to guide you through the platform setup. This modal sits on top of the full interface, which means the left sidebar navigation is hidden behind it — not collapsed or removed. This is expected behaviour, but it can feel like a dramatic layout change if you have already spent time inside the platform before the modal appeared. You may notice the following signs that a modal overlay is active: - The left sidebar is no longer visible or appears greyed out - A large panel or popup is covering the centre or most of the screen - Clicking outside the main content area does nothing - The rest of the interface feels unresponsive or dimmed ❌ Why Clicking a Toggle Arrow Will Not Help A collapsed sidebar shows a small arrow or chevron icon along the left edge of the screen. If you can see that icon, clicking it will expand the sidebar. However, during onboarding the sidebar is not collapsed — it is fully obscured by the modal overlay sitting in front of it. Clicking a toggle arrow in this state will have no effect because the sidebar itself is not the problem. You need to close the modal first. ✅ How to Close the Onboarding Modal Follow these steps to dismiss the modal and restore access to your left sidebar: 1. Look for an X button in the top-right corner of the modal panel. This is the most common way to close it. Click the X to dismiss the overlay entirely. 2. Scroll down inside the modal if the X button is not immediately visible. On smaller screens or lower display resolutions, the close button may be just outside your current viewport. Scroll up within the modal panel to bring it into view. 3. Look for a Skip or Dismiss link near the bottom of the modal. Some onboarding steps include a text link such as Skip for now or Dismiss that will also close the overlay. 4. Complete the current onboarding step if no close or skip option is shown. Certain modal steps require a brief action — such as confirming a project name or selecting a goal — before the dismiss option becomes available. Complete the prompted action to unlock the X button. 5. Once the modal is closed, your left sidebar will reappear immediately and the full platform interface will be restored. 🔄 What If the Modal Reappears? The onboarding modal is designed to reappear on your next login if you have not fully completed or dismissed all onboarding steps. If it keeps returning, try the following: - Work through each onboarding step in sequence and use the Skip or Mark as done option where available, rather than closing the browser tab mid-flow. - Check whether your browser is blocking cookies or using private/incognito mode. The platform stores your onboarding progress in session data, and blocking cookies may reset your progress each time you log in. - Try a hard refresh (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac) to clear any cached UI state that may be causing the modal to trigger unexpectedly. 💡 Quick Visual Reference Use the table below to tell the difference between a collapsed sidebar and a modal overlay so you can apply the correct fix right away: - Collapsed sidebar: A narrow strip or arrow icon is visible on the left edge of the screen — click the arrow to expand. - Modal overlay active: The entire screen is covered by a panel or popup with a dimmed background — close the modal using the X button or Skip link. 🆘 Still Stuck? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📧 Course Access Email Not Received — Skool Workaround

🔍 Overview When a team member grants you access to a Search Atlas course, an automated confirmation email is sent to the address on your account. In some cases this email does not arrive — even after checking your spam, promotions, and junk folders. This article explains why that happens and how to access your course immediately using a direct Skool link. ⚠️ Why the Email Sometimes Does Not Arrive Course access emails are sent by Skool, the learning platform Search Atlas uses to host its courses. Delivery can fail or be delayed for several reasons: - Your email provider filtered the message before it reached any folder you can see. - The email address on your Search Atlas account differs from the one you usually check. - There is a short processing delay between access being granted and the email being dispatched. - Corporate or institutional email systems block external automated senders. Waiting for the email is not the only way to reach your course. You can log in to Skool directly right now. ✅ Step-by-Step: Access Your Course via Direct Skool Link 1. Go to the Skool login page. Open a browser and navigate to skool.com/login. 2. Use the same email address that is registered on your Search Atlas account — this is the address your access was granted to. 3. Set or reset your password if needed. If you have never logged in to Skool before, click Forgot password on the login page. Skool will send a password-reset email directly to your inbox. This email is separate from the course-access email and is typically delivered within a few minutes. 4. Log in and find your courses. Once inside Skool, navigate to your courses area. Your granted course should appear there once access has been activated. 5. Start learning. Click the course tile to open it and begin from the first lesson or any module you choose. 🕐 How Long Does Access Take to Activate? Access is usually activated shortly after a team member grants it. If you log in to Skool and the course does not appear in your library, wait a few minutes and then refresh the page. If the course is still missing, contact support using the instructions at the bottom of this article. 💡 Tips to Avoid This Issue in Future - Confirm your email address in your Search Atlas account profile before requesting course access, so access is granted to the correct inbox. - Add Skool to your safe-senders list. Allowlisting Skool's sending domain in your email client can prevent future course-access emails from being filtered. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Search Atlas Free Trial and Product Fit

🔍 What Is Search Atlas? Search Atlas is an all-in-one SEO platform designed to help businesses improve their organic search visibility, track keyword rankings, audit their websites, and manage local SEO — all from a single dashboard. It is built for SEO professionals, marketing teams, and business owners who want data-driven tools to grow their online presence over time. 🎁 Does Search Atlas Offer a Free Trial? Yes. Search Atlas offers a free trial so you can explore the platform before committing to a paid plan. During your trial you will have access to core features including: - Site Explorer — Analyse domain authority, backlinks, and organic traffic data. Navigate to Left sidebar → Site Metrics (Site Explorer). - Keyword Magic — Discover keyword opportunities for your content. Navigate to Left sidebar → Keywords → Keyword Magic. - Rank Tracker — Monitor how your pages rank for target keywords over time. Navigate to Left sidebar → Keywords → Rank Tracker. - Keyword Gap — Compare your keyword profile against competitors. Navigate to Left sidebar → Keywords → Keyword Gap. - GBP Projects — Manage your Google Business Profile, citations, posts, and reviews. Navigate to Left sidebar → GBP Projects. Trial feature availability may vary by plan tier. Check the pricing page or the in-app upgrade prompt for full details on what is included in your specific trial. 🎯 Is Search Atlas the Right Tool for My Goals? Search Atlas is a strong fit if your goals include one or more of the following: - Improving your website's organic rankings on Google and other search engines - Researching and targeting the right keywords for your pages and blog content - Tracking campaign performance and keyword position changes over time - Identifying technical SEO issues that may be holding your site back - Growing visibility in local search results through Google Business Profile management - Analysing competitor strategies to find content and keyword gaps If your primary goal is paid advertising (PPC), social media campaigns, or direct email marketing, Search Atlas focuses specifically on organic SEO and local search — it is not an ad management or social scheduling platform. ⏱️ Can I Expect More Website Traffic in 7 Days? This is one of the most common questions new users ask, and it is important to set accurate expectations. SEO is a long-term strategy. Here is what you can realistically expect: - Within the first 7 days: You can complete a full site audit, identify quick-win keyword opportunities, fix critical technical issues, and set up rank tracking. These are the actions that create the foundation for growth. - Within 4–12 weeks: If you act on the platform's recommendations consistently — optimising pages, building content around target keywords, and resolving technical issues — you may begin to see measurable ranking improvements for less competitive keywords. - 3–6 months and beyond: Significant, sustained traffic growth typically develops over this timeframe as search engines crawl and index your improvements and your domain authority builds. Search Atlas gives you the data and tools to make the right SEO decisions faster. However, no SEO tool can guarantee traffic increases within a specific short window — any service that promises dramatic results in 7 days should be treated with caution. 💡 Tips to Get the Most from Your Trial 1. Run a site audit first to identify your highest-priority technical fixes. 2. Use Keyword Magic (Left sidebar → Keywords → Keyword Magic) to find keywords with good search volume and manageable competition. 3. Set up Rank Tracker (Left sidebar → Keywords → Rank Tracker) immediately so you have a baseline to measure progress against. 4. If you have a physical location or serve a local area, activate your GBP Projects tools (Left sidebar → GBP Projects) to improve Google Business Profile visibility. 5. Review the Keyword Gap report (Left sidebar → Keywords → Keyword Gap) to spot opportunities your competitors are ranking for that you are not. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🗓️ Free Trial Length, Extensions, and Onboarding Sessions

⏱️ How Long Is the Free Trial? The Search Atlas free trial lasts 7 days from the date your account is activated. This applies to all standard trial accounts, including those created through partner events or summits. 🚫 Can the Trial Be Extended? Trial extensions are not available as a standard option. The 7-day period begins on your activation date and cannot be adjusted after that point, even if you need more time to build an internal business case or have a colleague evaluate the platform. If your trial was activated as part of a promotional event or summit, the 7-day benefit was applied at that time and the same policy applies. 📅 Onboarding Sessions: What They Are and How to Book Search Atlas offers one-on-one (1:1) onboarding sessions with a Search Atlas specialist. These are setup-focused calls designed to help you get the platform configured and running quickly during your trial period. Important details about onboarding sessions: - They are one-time, setup-focused calls — not open-ended product demos. - They are available to all trial users. To book your onboarding session, visit the /onboarding-1on1 page inside the platform and select an available time slot through the embedded calendar. 💡 Making the Most of Your 7-Day Trial To get the most value from your trial before it expires, we recommend: 1. Book your onboarding session as early as possible — ideally within the first day or two of your trial. 2. Invite your colleague or decision-maker to join the onboarding call so they can evaluate the platform alongside you. 3. Use the session to ask setup and workflow questions so you can get hands-on time during the remaining trial days. 4. Review your usage and explore the features most relevant to your use case right after the onboarding call while everything is fresh. 🔍 Checking Your Trial Start Date If you are unsure when your trial began, you can check your account activation details by going to the top-right corner of the platform (your avatar) and opening Billing. The activity log and plan information there will reflect your account status and activation details. 🛠️ Still Have Questions? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📅 Book Onboarding Sessions and Explore Training Alternatives

Why No Time Slots May Be Showing If you open the onboarding booking page and see no available times, this may be due to current availability in your region or timing of the request. Reaching out to our team is the fastest way to confirm what options are open to you right now. Onboarding Session Availability If the booking calendar appears empty or fully booked, there are several ways to move forward while you wait for a slot to open or explore other ways to get up and running. Steps for Customers With No Available Slots If you cannot find an available slot, the following options can help you get started: 1. Check back after a short interval. Availability can change as other customers reschedule or new windows are added. Checking again after a day or two may surface newly opened slots. 2. Explore self-serve training resources. Search Atlas offers help center articles, step-by-step guides, and video walkthroughs covering core platform features. Browsing the Help Center is a practical way to get familiar with the platform while you wait for a 1:1 session to become available. 3. Ask about alternative onboarding formats. Our team can advise on other onboarding options that may be available for your account, such as group webinars or async onboarding materials. Contact us directly to find out what is currently available in your region. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🏥 Trial Extension Request Due to Medical Leave

📋 Eligibility for Medical Trial Extensions If an unexpected medical situation such as surgery prevents you from evaluating Search Atlas during your trial period, you may qualify for a short extension. Extensions are reviewed on a case-by-case basis by our Billing and Accounts team. 📨 How to Request an Extension 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to connect with a support agent. 3. Explain that you were unable to complete your trial due to surgery or medical leave. 4. Provide the dates you were sidelined and request a trial extension. ⏱️ Typical Extension Duration Based on past cases, the Billing and Accounts team typically grants a 1-week extension to allow you to finish your evaluation. The exact duration is determined during review. ✅ After Approval Once approved, your trial end date will be updated automatically. You will receive a confirmation message from the support agent. No further action is needed on your part. 💬 Need Further Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⏳ How Trial Extensions Are Requested and Approved

⏳ Overview of Trial Extensions Search Atlas trial periods are designed to give you enough time to explore the platform's full capabilities before committing to a paid plan. In some cases, extensions may be granted automatically. In other situations, you can request a manual extension by contacting our team directly. 📋 When Trial Extensions Are Granted Trial extensions are reviewed on a case-by-case basis. Our team considers the following factors when evaluating a request: - Automatic extensions: These are occasionally applied in certain circumstances and do not require any action from you. - Manual extension requests: If you did not receive an automatic extension and need more time, you can submit a request by reaching out to our support team. - Timing: Requests submitted before your trial expires are more likely to be approved. We recommend reaching out as early as possible. - Account activity: Our team may review how actively you have explored the platform to help assess your request. 📝 How to Request a Trial Extension 1. Log in to your Search Atlas account. 2. Contact our support team to explain that you would like to request a trial extension. 3. Include the reason for your request (for example, you were unable to fully explore the platform during your trial window). 4. Our team will review your request and respond with a decision. ✅ What Happens After Your Request Is Reviewed Once our team reviews your extension request, one of the following outcomes will apply: - Approved: Your trial end date will be updated. You will be able to continue using the platform under your existing trial plan for the approved additional period. - Not approved: Our team will explain why the extension was not granted and may suggest alternative options, such as upgrading to a paid plan or starting a new subscription. 💡 Tips to Make the Most of Your Trial To avoid needing an extension, we recommend the following during your trial period: - Complete the onboarding steps, including connecting your tools and setting up your team, to unlock the full platform experience. - Explore key features such as keyword research, content creation, and site auditing early in your trial. - Attend any available training calls to get the most value from your trial window. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⏳ Onboarding Calls and Content Generation Wait Times

Overview If you are new to Search Atlas, booking an onboarding call is a great first step. This article explains how to schedule your call and what to expect when using the content generation tools, including guidance on what to do if you experience a delay. How to Book Your Onboarding Call Search Atlas offers onboarding calls to help new customers get set up quickly and confidently. To request your onboarding call, reach out to the support team directly through the chat widget in the bottom-right corner of the platform and ask about onboarding call availability. A team member will help you find a suitable time. During your onboarding call, a team member will walk you through the platform, answer your questions, and help you prioritise your first steps. What to Ask on Your Onboarding Call Come prepared to make the most of your session. Common topics customers cover include: - Setting up your first project and connecting your website. - Understanding which tools best match your SEO goals. - Learning how to use the Content Planner and AI Content Templates. - Getting tips on interpreting reports and prioritising actions. There are no wrong questions — the call is entirely focused on your needs. Understanding Content Generation Wait Times Search Atlas uses AI-powered tools to generate high-quality SEO content. Depending on the type of content and current platform demand, generation can sometimes take longer than expected. If your content does not appear after you have submitted a request, this is usually a temporary delay rather than an error. What to Do If Content Generation Seems Stuck If your content has not appeared after you have been waiting, try the following general steps: 1. Refresh the page and navigate back to the tool you were using. 2. Check the relevant section of the platform to see if your content was saved in the background while you were waiting. 3. If the content is still missing, try submitting your generation request again. 4. Clear your browser cache and reload the platform if the issue persists. Most delays resolve on their own. If your content is still not appearing after trying the steps above, please get in touch with the support team and have the following ready: the name of the tool you were using, the type of content you requested, and the approximate time you submitted the request. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Schedule a Live Onboarding Demo

🎯 What Is a Live Onboarding Demo? A live onboarding demo is a one-on-one session with a member of our team. It is designed to help you get comfortable inside Search Atlas, understand key features, and map our tools to your specific SEO goals. Whether you are new to the platform or want a guided refresher, a human teammate is available to walk you through everything step by step. 📅 How to Request a Demo We do not list public booking links, but scheduling a live session is quick and easy. To request a demo, simply reach out to our support team and let them know you would like to schedule a live onboarding demo. Share a few details about your goals, preferred dates, and time zone so we can match you with the right specialist. A teammate will respond promptly with available time slots and help you lock in a session that fits your schedule. 📋 What to Expect During Your Session Every demo is tailored to your account, your workflow, and your objectives. Common topics include: - Platform overview: Navigation, dashboards, and core SEO tools. - Project setup: Adding domains, connecting CMS platforms, and configuring integrations. - OTTO AI walkthrough: How to activate and manage automated SEO tasks. - Reporting: Setting up reports, white-label options, and sharing with clients or stakeholders. - Q&A: Answers to your specific questions in real time. You are welcome to invite additional team members from your organization. 💡 Tips to Get the Most Out of Your Demo - Prepare your goals: Write down what you want to achieve with Search Atlas so the session stays focused. - Share access in advance: Make sure your domains, CMS connectors, and integrations are connected before your session. - Invite your team: If colleagues will also use the platform, have them join so everyone is aligned. - Take notes: We will cover a lot of ground. Notes will help you revisit key steps later. 🧭 Explore Self-Guided Resources First If you prefer to start exploring on your own, Search Atlas includes built-in resources to help you learn at your pace. You can review available help articles and documentation within the platform to familiarize yourself with key features before your demo. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Get Started and Fix Ranking Drops

🎯 What This Article Covers If you are new to Search Atlas and want a guided walkthrough, or if your rankings have suddenly dropped and you are not sure why, this article will point you to the right resources and walk you through the most effective troubleshooting steps. 🎓 How to Access Onboarding and Training Resources Search Atlas provides several ways to get up to speed quickly so you can start seeing results without needing to figure everything out on your own. - Onboarding Call: When you sign up, you are eligible for a live onboarding session with a member of our team. If you have not booked yours yet, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team who can schedule this for you. - In-Platform Tooltips and Walkthroughs: Many features include inline guidance. Look for the ? icons next to settings and buttons throughout the platform for quick explanations. - Knowledge Base: You are already here. Browse articles by topic to find step-by-step guides for every major feature, including OTTO SEO, the Content Genius, and Local tools. 📊 Understanding a Sudden Rankings Drop A rankings crash can feel alarming, but most drops have a clear cause. Before assuming something is wrong with your site or your Search Atlas settings, work through the checklist below. 🔍 Step 1 — Confirm the Drop Is Real Ranking tools can occasionally show data anomalies caused by index refreshes or tracking delays. Do the following before taking action: 1. Check the date range in your rank tracker. Make sure you are comparing the same time period accurately. 2. Search for your target keyword manually in an incognito browser window to verify the drop reflects real search results. 3. Check whether the drop affects all keywords or only a specific set, which helps isolate the cause. 🛠️ Step 2 — Check for a Google Algorithm Update Google releases core and targeted algorithm updates frequently. A broad drop across many keywords shortly after an update is likely related to the update rather than anything you did. - Visit a trusted resource such as Google's Search Central blog or SEO news sites to check if an update was recently confirmed. - Algorithm-related drops often recover over time or require content quality improvements rather than technical fixes. ⚙️ Step 3 — Review Recent Changes to Your Site Rankings can drop if something changed on your website around the same time as the drop. Check the following: - Content changes: Were any high-ranking pages edited, deleted, or redirected recently? - Technical issues: Use Google Search Console to check for crawl errors, indexing issues, or manual actions against your site. - Site speed or Core Web Vitals: A significant drop in page performance can affect rankings. Check your Core Web Vitals report in Google Search Console. - Backlink changes: A loss of high-quality backlinks or the acquisition of spammy links can cause drops. Review your backlink profile in Search Atlas under the relevant project. 📍 Step 4 — Check Your Local Rankings Separately If you are tracking local or Google Business Profile (GBP) rankings and see a drop, follow these steps inside Search Atlas: 1. Go to Left sidebar → Local → Overview to review your overall local visibility trend. 2. Navigate to Left sidebar → Local → Local Citations to check whether your business information is consistent across directories. Inconsistent NAP (Name, Address, Phone) data can hurt local rankings. 3. Go to Left sidebar → Local → Reviews (GBP Reviews) to check for a recent drop in review count or rating, which can affect local pack visibility. 💡 Step 5 — Use OTTO SEO to Identify On-Page Issues If the drop is isolated to specific pages, OTTO SEO can help you identify optimisation gaps quickly. 1. Open your project in Search Atlas and activate OTTO SEO for the affected site. 2. Review the task list for any high-priority issues flagged since your last audit, particularly around content, meta data, and internal linking. 3. Resolve flagged issues in priority order and allow Google time to re-crawl and re-index your updated pages. 📈 What to Do If the Drop Persists If you have completed all the steps above and rankings have not recovered after two to four weeks, it is worth getting expert eyes on your specific situation. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

How to Migrate from Ahrefs to Search Atlas

This guide explains how to set up a Search Atlas project and recreate key workflows after migrating from Ahrefs. How do I set up my project in Search Atlas? Configure your workspace to enable tracking, automation, and performance insights. Create a new project 1. Log in to your Search Atlas account, scroll down in the main Dashboard, and click + Create new. search atlas Create a New Project step 1 1. Enter your domain, select the target country, and optionally enter primary keywords for tracking. search atlas Create a New Project step 2 1. Add or remove recommended keywords and add your main competitors. You can change both options later. search atlas Create a New Project step 3 Connect key integrations Google Search Console (GSC) 1. Click Site Metrics > All Sites > Connect GSC Account. search atlas Connect GSC Account step 1 1. Authorize access and connect your verified property. 2. After GSC is connected, go to Manage Sites. search atlas Connect GSC Account step 2 manage sites 1. A slider will show all imported GSC properties, which are disabled by default. Find your domain and click Enable. search atlas Connect GSC Account step 3 activate sites Google Analytics 4 (GA4) 1. From your GSC Performance dashboard, click Connect Google Analytics 4. search atlas Connect google analytics step 1 1. Select your GA property or connect your GA4 account. Authorize access and connect your verified property. search atlas Connect google analytics step 2 Once enabled, Search Atlas will automatically link keyword data, impressions, CTR, and engagement metrics. You can use publicly shareable links for verification if needed. How do I export site audit data from Ahrefs and set up an audit in Search Atlas? You do not need to import Ahrefs site audit data into Search Atlas. Search Atlas performs fresh technical scans with actionable insights using the Site Auditor. Export from Ahrefs Save this data for reference to historical audits; it will not be imported into Search Atlas. 1. Go to Site Audit > Crawl Log or the Issues tab. Click the Print button on the Overview tab, choose a location on your computer, and click Print to save the file as a PDF. ahrefs export site audit report print pdf 1. To export detailed issue lists, click a specific issue to open its detail view, then open the list of affected pages. Click Export and choose the data to export in CSV or XLSX format. ahrefs export detailed issue lists Ahrefs currently does not support exporting a full list of all issues and associated URLs in a single download. Set up a site audit in Search Atlas 1. Go to OTTO & Audit > All Audits > Site Auditor. Set Up Site Audit in Search Atlas step 1 1. Enter your domain and configure crawling options: - User agent (use Search Atlas bot recommends for best accuracy) - Number of pages to crawl (default is 100) - Adjust crawl speed (default is 20 pages per second) - Set crawl frequency (default is every 7 days) Set Up Site Audit in Search Atlas step 2 1. Run a full scan to launch the crawl across all pages under that domain. How do I use bulk auditing? For agencies or multi-site audits, go to Update Sites in Bulk and paste multiple domains to queue audits simultaneously. search atlas Update Sites in Bulk How do I export Ahrefs keywords and track them in Search Atlas? Export keywords from Ahrefs 1. Go to Rank Tracker > Keywords. 2. Click Export and include keyword, location, tag (if applicable), and current position data. 3. Export all tracked keywords in CSV format. ahrefs Rank Tracker Keywords export Set up keyword tracking in Search Atlas 1. Go to Keywords > Keyword Rank Tracker. Search Atlas Keyword Rank Tracker step 1 1. Enter your domain or target page and specify the target location (country, state, city, county, or province). 2. For example, track rankings for searchatlas.com in Las Vegas, Nevada. 3. Click Start Tracking and connect your Google Business Profile (GBP), if applicable. Enter your project name, description, language, and keyword refresh interval (Daily, Weekly, Monthly, or Custom). Search Atlas Keyword Rank Tracker step 2 1. Search Atlas will automatically recommend keywords. You can select those keywords or paste keywords manually from the Ahrefs CSV. Search Atlas Keyword Rank Tracker step 3 How do I set up local SEO and a GBP project in Search Atlas? You can export some relevant data from Ahrefs for use in your local SEO setup. Export local keywords from Ahrefs Go to Keywords > Keyword Rank Tracker. Filter your local keywords, then export keywords and any relevant data for your local SEO strategy via CSV, or gather it manually for migration. Connect your GBP listing 1. Go to Local SEO > Connect GBP and link your verified listing. Set Up GBP Project in Search Atlas step 2 1. Authorize access and connect your verified property. Select your business 1. Search by business name, Place ID, business URL, or import via email invitation. 2. Click + Save to create your local SEO project. Set Up GBP Project in Search Atlas step 2 Configure the heatmap 1. After GBP is connected and the project is saved, go to Local SEO > Local SEO Heatmap. Set Up GBP Project in Search Atlas step 3 1. Add the keywords to track, choose circle or rectangle to define the tracking area, and set the radius. The recommended settings are: - 3–5 miles → Use 3 layers or grids - 10–25 miles → Use 4–5 layers or grids The larger the mile radius, the more layers or grids you should use. This recommendation increases grid density for wider coverage. 1. Schedule refresh intervals and choose specific times when your business is open. Avoid midnight or off-hours, as they may show lower ranks than actual performance. Configure the Heatmap step 1 Click on the pins to omit unnecessary ones (e.g., uninhabited areas) to save quota and avoid skewed average ranks. Configure the Heatmap step 2 Edit existing reports 1. Click an existing project and click at the top of the page. Configure the Heatmap step 3 1. A timeline will show ranking progress over time. Click Edit heatmap to change the configuration. Configure the Heatmap step 4 Compare competitors 1. To compare the business’s rankings against competitors in the area, click an individual pin you want to target. Configure the Heatmap step 5 1. A list of local competitors for the same keyword and pin will appear. Click Compare to choose a competitor. Configure the Heatmap step 6 Your business and the selected competitor will be compared side by side. You can move the camera, zoom out, and zoom in to analyze the region. Configure the Heatmap step 7 Set up a local rank tracker 1. Go to Keywords > Keyword Rank Tracker. set up local keyword rank tracker search atlas step 1 1. Enter the business’s website or target page, select the exact location being targeted, and click Start Tracking. 2. Set the device preference, language, frequency, custom naming, and campaign or view description. 3. Add the local keywords from your Ahrefs sheet. Add multiple locations If you have multiple businesses for the same project, click + Add New Location to track keywords for multiple locations in one report (e.g., Las Vegas and New York) and assign different keyword sets to each. set up local keyword rank tracker search atlas step 2 How do I export Ahrefs reports and create reports in Search Atlas? There is no direct way to import reports from Ahrefs into Search Atlas. You can create equivalent reports in Search Atlas using the Report Builder. Export reports from Ahrefs 1. Navigate to Dashboard > Reports and click Print in PDF to download previously configured reports in PDF. ahrefs export Reports Print in PDF Save them for future reference or comparison if you have created custom report templates. Create a report in Search Atlas 1. Go to Report Builder > Report List. search atlas set up report Builder step 1 1. Choose the location, date range, and the widgets to include in the report, such as: - AI Summaries - Site Explorer - OTTO SEO - Orders & Tasks - Google Analytics data - Google Search Console data - Facebook Ads - Google Ads - Google Business Profile - Keyword Rank Tracking search atlas set up report Builder step 2 1. Schedule automated reporting by adding recipients, selecting the email frequency (weekly, monthly, or quarterly), and choosing the day of the week the report will be sent. 2. Choose between Default Layout and Custom Layout, then create the report. Customize the report 1. After creating the report, click Configure Report to change the Integrations, Scheduled emails, and Layout. 2. In Layout, you can customize the report. search atlas set up report Builder step 4 1. Click Add custom text to add your own text or HTML, including branding such as a logo, banner, and links. add custom text or html search atlas set up report Builder step 5 1. Scroll down, then click and drag each metric into the report. You can choose where to add each one. customize report search atlas set up report Builder step 6 Add AI summaries In Integrations, you can add the AI Summary Overview. These automated overviews highlight key points in your report to help you and your clients understand the results. search atlas reporting ai summary overviews local seo Create a local SEO report 1. Click Configure Report and navigate to the Local SEO and GBP Section. Integrate as many Local SEO projects and GBP Accounts as necessary for the report. Creating a Local SEO Report step 1 The previously configured heatmap for each Local SEO project will be added to the report automatically. You can customize them. Creating a Local SEO Report step 2 GBP data will be added to the report automatically. Each metric is customizable. Creating a Local SEO Report step 3 Share the report After configuring your report, download it as a .PDF, or share it via Share URL or Get iFrame Code. iFrame Code is an HTML element that allows you to embed another HTML page within your own. search atlas download or share report Set up white label reporting Search Atlas lets you white-label your dashboard and URL. Go to Agency White Label and set your custom dashboard URL and logo. search atlas Agency White Label When you share your report via Shareable URL, it will display your logo and URL. How do I enable automated SEO optimization with OTTO SEO? You can set up OTTO SEO, an AI agent that automates SEO tasks, including technical audits, on-page optimization, link building, content creation and optimization, Local SEO and GBP optimization, and more. Complete the Site Audit on your project before activating OTTO. Install OTTO SEO 1. Go to Projects > + Add a Website. search atlas set up OTTO step 1 1. Select a project that does not have OTTO installed, or add a new website. search atlas set up OTTO step 2 1. Select the GSC and GBP, and add your business details. search atlas set up OTTO step 3 1. Proceed through the tutorial to install OTTO. search atlas set up OTTO step 4 Install OTTO on another CMS Go to OTTO & Projects > Installation Guide. Short tutorials are available for: - Google Tag Manager - WordPress - Shopify - Webflow - Squarespace - ClickFunnels - Wix - GoHighLevel (GHL) - Custom Installation search atlas OTTO installation guide Here is a recap of how to install OTTO SEO on WordPress. 1. Go to your WordPress dashboard and open the Plugins section. Search for “Search Atlas” in the plugin directory. Click Install Now, then activate the plugin. otto installation wordpress step1 1. Copy the API key provided during setup. Open the Search Atlas plugin settings by clicking the Search Atlas logo in the left-hand menu. Go to General Settings. Paste the API key into the Search Atlas API Key field and continue. otto instalation wordpress step 3 1. Copy the code provided in the next step. Return to your WordPress dashboard and open the plugin settings again. In General Settings, check the Enable OTTO box. Paste the code into the OTTO Pixel UUID field and save changes. otto instalation wordpress step 5 OTTO SEO will then run inside WordPress, automating fixes and SEO updates across your site. How do I configure OTTO SEO? Use the tutorial for configuring OTTO Autopilot and settings. How do I use the Search Atlas onboarding resources? Watch tutorial videos Step-by-step tutorials on YouTube can help you set up reports, dashboards, and automations. Book a 1:1 onboarding session During your trial, you can schedule a 1:1 onboarding session directly from the dashboard. A product expert can help you customize your setup, connect integrations, and configure OTTO SEO for automation. Follow the 7-day email campaign When you start your free trial, you’ll receive a 7-day onboarding email sequence. Each email covers a core feature. Find technical documentation Access the technical docs in the Help Center for instructions on using the tools.

🌐 Add More Projects and Sites to Search Atlas

🔍 Projects vs. Sites: What's the Difference? Before adding more capacity to your account, it helps to understand two key terms used in Search Atlas: - Sites — A site is any domain or URL you want to track and analyse. Sites are managed under Site Metrics (Site Explorer) in the left sidebar (navigate to Left sidebar → Site Metrics (Site Explorer)). Each site you add consumes one site slot from your plan's allowance. - Projects — A project is a workspace that groups local SEO and Google Business Profile (GBP) activity for a specific location or client. Projects are managed under Local in the left sidebar (navigate to Left sidebar → Local (lands on GBP Projects)). Each project you create consumes one project slot from your plan's allowance. In short: sites are for website-level SEO tracking, and projects are for local SEO management. They are separate resources with separate limits, so adding a new site does not use up a project slot, and vice versa. 📊 Check Your Current Usage and Limits Before purchasing additional capacity, check how many sites and projects you are currently using: 1. Navigate to Left sidebar → Site Metrics (Site Explorer) to see your list of tracked sites and the number of slots used. 2. Navigate to Left sidebar → Local (lands on GBP Projects) to see your active projects and usage. 3. Review your plan limits in your account billing or settings area to confirm how many slots remain. If you have available slots, you can add a new site or project right away at no extra cost. If all slots are used, you will need to upgrade your plan or purchase additional capacity. ➕ How to Add a New Site 1. Go to Left sidebar → Site Metrics (Site Explorer). 2. Click the Add Site button (usually displayed at the top-right of the site list). 3. Enter the domain or URL you want to track. 4. Follow the on-screen prompts to complete setup. Once added, the site will appear in your Site Explorer list and you can begin using tools such as Rank Tracker, Keyword Magic, and Keyword Gap for that domain. ➕ How to Add a New Project 1. Go to Left sidebar → Local (lands on GBP Projects). 2. Click the Add Project or New Project button. 3. Enter the business name, location details, and connect your Google Business Profile if required. 4. Complete the setup steps and your new project will appear in your Local dashboard. From within the project you can access Overview, Posts, Reviews, Local Citations, Media Library, and My Tasks for that location. 🛒 How to Purchase Additional Capacity If you have used all available site or project slots on your current plan, you have two options: - Upgrade your plan — Move to a higher-tier plan that includes more site and project slots. Visit your account billing settings to compare plan options and upgrade. - Purchase add-ons — Some plans allow you to purchase extra site or project slots individually without changing your base plan. Check your billing settings to see if add-ons are available for your account. Changes to your plan or add-ons take effect immediately, so you can start adding new sites or projects right after completing your purchase. 💡 Tips and Common Questions - Can I reuse a slot? Yes. If you remove an existing site or project, that slot becomes available and you can use it for a new one. Keep in mind that removing a site or project will delete its associated data and history. - Do sites and projects share the same slots? No. Site slots and project slots are counted separately. Using up your site slots does not affect your project slots, and the other way around. - Can one domain have both a site and a project? Yes. You may want to track a domain under Site Explorer for keyword and ranking data while also managing its local presence under a Local project. These are independent of each other. 🆘 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📋 Using the Phase 2 SOP Template in SA-Product-Specialists

🗺️ Overview The Phase 2 Standard Operating Procedure (SOP) template is a structured guide that Product Specialists use to document and communicate key workflow steps within the sa-product-specialists channel. Posting the template correctly ensures consistent handoffs, reduces errors, and keeps the team aligned. 📌 What Is the Phase 2 SOP Template? The Phase 2 SOP template is a pre-formatted document designed to capture all critical information needed when escalating or handing off a task to the product-specialists team. It standardises how information is shared so every team member has the context they need to act quickly and accurately. The template typically includes: - Task title and description — a clear summary of what needs to be done - Current status — where the task stands at the point of handoff - Steps completed — actions already taken before escalation - Next required action — what the receiving specialist needs to do first - Priority level — urgency classification so tasks are handled in the right order - Relevant links or attachments — supporting documents, screenshots, or platform references - Assigned owner — the person responsible for completing the next step 🚀 How to Access the Phase 2 Template 1. Log in to your team's project management workspace. 2. Navigate to the sa-product-specialists channel or the designated SOP documentation space. 3. Locate the Phase 2 SOP template in the shared templates library. Your team lead or manager can share the direct link if you do not yet have access. 4. Open the template and make a copy before editing — never edit the master template directly. ✏️ How to Fill Out and Post the Template 1. Copy the template — create a new instance for each task or escalation. Do not reuse a previously filled copy. 2. Complete every field — leave no section blank. If a field does not apply, write N/A so reviewers know it was considered. 3. Be concise and specific — use plain language. Avoid internal shorthand that others may not recognise. 4. Attach supporting evidence — include screenshots, platform URLs, or relevant account IDs where applicable. 5. Set the correct priority — confirm the urgency level with the requesting manager before posting if you are unsure. 6. Post in the sa-product-specialists channel — paste the completed template directly into the channel. Do not share it as a private message unless instructed otherwise. 7. Tag the relevant team member — mention the assigned owner so they receive an immediate notification. 8. Confirm receipt — wait for an acknowledgement from the assigned specialist before closing out your involvement in the task. ✅ Best Practices - Always use the most recent version of the Phase 2 template. Check with your team lead if you are unsure whether your copy is up to date. - Post the template at the time of escalation — do not wait until the end of the day. - Keep the channel organised by using thread replies for follow-up comments rather than posting new top-level messages. - If a task is resolved before the assigned specialist acts on it, update the posted template with a RESOLVED note and a brief summary of the outcome. - Do not share internal SOP links externally with customers. The SOP is an internal coordination tool only. ⚠️ Common Mistakes to Avoid - Editing the master template — always work from a copy. - Skipping the priority field — every post must have a clearly defined urgency level. - Posting incomplete templates — a partial template creates confusion and slows resolution. - Using the wrong channel — confirm you are posting in sa-product-specialists and not a general or unrelated channel. 💬 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💰 Publication Media: Publisher Onboarding, Payments, and How It's Different from Link Laboratory

💰 What Publication Media Is Publication Media is the platform for website owners ("publishers") who host sponsored articles for pay. It runs on the same marketplace backend as Link Laboratory, but the two serve opposite sides of that marketplace: - Publication Media (this platform) — for publishers: adding your site, verifying ownership, receiving article assignments, and getting paid. - Link Laboratory — for advertisers/buyers: browsing the site catalog and purchasing placements. See the separate Link Laboratory Help Center for that side. If a website owner is asking about adding their site or getting paid, that's Publication Media. If a Search Atlas customer is asking about buying a placement or browsing publishers, that's Link Laboratory — not this platform. ✅ Joining as a Publisher To be added to the marketplace, a site must be under your ownership — admin rights alone don't qualify, you need to confirm you're the actual site owner. Ownership is verified by inserting a unique metatag into your site's source code, in this format: <meta name="publication-media-verification" content="your-unique-code"> Add that metatag to the <head> section of your site's active theme/template. To confirm it's live before asking for verification, right-click your site, choose "View Page Source," and search the page for your metatag. Once submitted, one of two paths applies: - If you were invited with a pre-filled offer, confirming it gives you instant access to your Publication Media dashboard. - If you're applying on your own, or adding an additional site to an account you already have, your submission is queued for review — this typically takes 10–15 business days. To be eligible for the marketplace, a site generally needs a Domain Authority of at least 20 and at least 100 monthly organic visitors. Two common reasons a site gets rejected: it doesn't meet those metric thresholds, or it's already been ownership-verified by a different publisher (each site can only be claimed once). ➕ Adding More Sites to Your Account If you already have a Publication Media account and want to add another site, log in at dashboard.publication.media/publications, click Add Site, enter the site URL and your price per article, and submit — it goes through the same ownership and quality review as a new account. 💵 Getting Paid Payments are processed weekly via PayPal, every Tuesday, for verified publications from the prior week. Once an article is published, you have 24 hours to confirm the live URL in your dashboard for it to count toward that week's payment. Published articles need to stay live for at least 365 days, and all links must remain do-follow. If you've agreed to a price for a placement, that price is locked in for 30 days and can't be changed or countered during that period. 🧭 Keeping This Separate from Other Search Atlas Brands Publication Media, Link Laboratory, and Signal Genesys are three different products, each with their own Help Center, login, and support team — and none of them are the same as Search Atlas's own Authority Building or Digital PR features. If a customer's question is really about buying placements rather than hosting them as a publisher, that's a Link Laboratory question, not a Publication Media one. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💬 Managing Multiple Support Conversations Efficiently

🗂️ How Support Conversations Work in Search Atlas Each time you open the live chat widget in the platform, a new conversation thread is created. This means that if you have spoken with different support teammates across separate sessions, each of those exchanges exists as its own independent thread. Our support team does not automatically have visibility into your previous conversations unless you are in the same active session or you reference them directly. Understanding this helps you get faster, more accurate help — especially when your issue spans multiple chats or involves follow-up questions from earlier discussions. 🔍 Why Your Conversation History Matters When you ask a teammate to review a previous chat — for example, a conversation you had with Alex or Franklin — it is important to know that: - Each chat session is logged separately in our system. - A new teammate joining a fresh thread may not automatically see the context from your earlier sessions. - Without key details from the prior conversation, the teammate may need to ask clarifying questions, which can slow down resolution. Providing context upfront is the fastest way to get the help you need without starting from scratch. ✅ How to Consolidate Your Support Request To help our team pick up exactly where you left off, follow these steps when starting a new chat or continuing an existing issue: 1. Summarise your previous conversation. Briefly describe what was discussed, what steps were taken, and what outcome was reached or expected. 2. Mention the teammates you spoke with. If you remember names like Alex or Franklin, include them so your new teammate can look up the relevant thread more easily. 3. Share the approximate date and time. This helps the team locate your previous session in our records quickly. 4. Describe the current issue clearly. Explain what is still unresolved or what new questions have come up since your last chat. 5. Attach screenshots if relevant. Visual context can bridge any gaps left by a change in conversation threads. 💡 Tips to Avoid Fragmented Support in the Future You can reduce the back-and-forth caused by multiple disconnected threads by following a few simple habits: - Continue within the same chat session when possible, rather than closing the widget and reopening a new one. - Keep one thread per issue. If you have two separate problems, it is fine to open two chats — but avoid splitting a single ongoing issue across multiple sessions. - Save or screenshot key advice given by our team so you have a personal record even if you cannot access the original thread later. - Ask for a summary before closing a chat. Before ending a session, ask the teammate to recap the next steps so you have a reference point for any follow-up. 🤝 Requesting a Human Teammate to Review Your History If your issue is complex and you need a teammate to review what was discussed in a previous conversation, you can request this directly through the live chat widget. Our human teammates have access to the support system and can look up prior threads on your behalf when you provide enough context to locate them. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚡ Switching OTTO Sites on the Starter Plan

Overview On the Search Atlas Starter plan, you can connect one OTTO site at a time. If you want to activate OTTO on a different website, you can swap it — but it's important to understand how the switch works before proceeding, particularly around data retention and the 14-day rule. What You Need to Know Before Switching - One active OTTO site at a time: The Starter plan includes one OTTO site slot. Switching means deactivating your current site and activating a new one in its place. - Data retention: When you deactivate a site and switch to a new one, the previously connected site's OTTO data (including configurations and optimizations applied to that domain) is not carried over to the new site. Your original site's data remains stored in your account and is not permanently deleted — if you switch back to that domain in the future, the previously gathered data will still be associated with it. - The 14-day rule: Once you activate an OTTO site, a 14-day restriction period applies before you can switch to a different site again. This means after performing a site switch, you must wait 14 days before swapping your active OTTO site once more. This restriction exists at the plan level and applies to all Starter accounts. - The new site starts fresh: When you connect a different domain, OTTO will begin its setup and data-gathering process from scratch for that domain. No optimizations from your previous site are transferred. How to Switch Your Active OTTO Site 1. Log in to your Search Atlas account and navigate to the OTTO section. 2. Locate your currently active OTTO site and select the option to deactivate it. 3. Once the site is deactivated, you will be able to connect a new domain to your OTTO slot. 4. Enter the new domain and complete the OTTO onboarding setup for that site. Before switching, confirm that you are outside the 14-day restriction window from your last site change. If you attempt to switch within 14 days of your previous activation, the platform will not allow the change until the restriction period has passed. Common Questions - Will I lose my original site's data when I switch? Your original site's stored OTTO data is retained in your account — it is not deleted. However, the new site starts fresh and does not inherit any configurations from the previous domain. If you later switch back to your original domain, your prior data will still be available. - Does the 14-day rule apply to switching sites? Yes. After activating an OTTO site, you must wait 14 days before switching to a different site. This restriction applies at the Starter plan level for all accounts. - Can I switch back to my original site later? Yes, you can switch back — subject to the 14-day restriction. When you do, the OTTO data previously associated with that domain will still be there. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔍 Find Purchased Products and SEO SOPs

📚 Are industry-specific SEO SOPs available? Search Atlas provides workflows, recommendations, and optimization guidance that can be adapted to different industries. However, step-by-step SOPs may vary by product, account, workspace, or purchased training resource. Your available features and guidance are shown inside the platform and may not appear as a separate product in every hub. For industry-specific work, start by reviewing the recommendations and workflows for your project, then adapt them to your business type, services, location, and compliance requirements. Industry detection and specialized guidance may also depend on the product or feature enabled for your account. 🛒 Where can I find a purchased product? If a product such as Secrets of SEO is no longer visible, first confirm that you are signed in to the account and workspace used for the purchase. Then check the product or resource area where it was originally provided. Purchased learning products may not appear under Agency Hub. 1. Sign in to the correct Search Atlas account. 2. Switch to the workspace associated with the purchase, if your account has multiple workspaces. 3. Review the available product, resource, or training sections in the platform. 4. Check whether the product was purchased under a different login, brand, or workspace. 5. Refresh the page or sign out and back in if the product was recently purchased. ⚙️ What is available in Agency Hub? Agency Hub is primarily used for agency and white-label settings. To open it, go to More Features → Agency Hub → White Label Setup. This area includes branding, domain and login, pricing, client management, and launch settings. It is not necessarily the location for purchased courses, training products, or SEO resources. 🔎 Why might a product be missing? - You are using a different account or workspace than the one used at checkout. - The purchase is still being assigned or synchronized. - The product is available through a separate resource area rather than Agency Hub. - Your account permissions or plan have changed. - The product has been renamed, moved, or retired from the current platform navigation. 💬 Get help locating your purchase When contacting support, include the product name, purchase date, login email used for the purchase, current workspace, and a screenshot of the area where you expected to find it. This helps the team verify ownership and locate the correct access path. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔄 How to Reactivate Your Expired Search Atlas Account

🔍 Overview If your Search Atlas subscription has expired, you may find yourself unable to log in or access your dashboard. This article explains how to reactivate your account and what to expect during the process. ⚠️ Why Your Account May Be Inaccessible Your account becomes inactive when your subscription expires. When this happens, you may lose access to the Search Atlas dashboard until your subscription is restored. This is a temporary state — reactivating your subscription will restore full access. 🛠️ How to Reactivate Your Account To reactivate your expired account, please follow these steps: 1. Gather the following information before reaching out: the email address associated with your Search Atlas account, the approximate date your account expired, and any error message you see when attempting to log in. 2. Contact our support team so a team member can assist you with reactivating your subscription and restoring access to your account. 📋 What to Have Ready When You Contact Support To help our team resolve your reactivation as quickly as possible, please have the following ready: - Account email address: The email used to register your Search Atlas account. - Account expiry details: The approximate date your account expired. - Any error messages: The exact text of any error or message shown when you attempt to log in. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📧 Stop Unwanted Email Reports After Deactivation

📬 Why You're Still Receiving Reports If you deactivated your account or canceled your subscription but still receive reports in your inbox, the cause is almost always a scheduled or automated email report that was set up separately from your subscription. Deactivating an account stops your access and billing, but it does not automatically delete report schedules that were created while the account was active. These schedules keep sending emails until they are turned off manually — and they continue to do so even when no active subscription remains, because a schedule is independent of your billing status. This is especially common when you manage multiple accounts or multiple email addresses, since each account can hold its own independent report schedules. If you have deactivated more than one account, remember that each one must be checked separately — emails arriving at two different addresses usually mean two different schedules, each tied to a different account. 🔍 Where Email Reports Come From Recurring emails from the platform usually originate from one of these sources: - Scheduled reports set to send daily, weekly, or monthly. - Automated alerts tied to a specific project, site, or campaign. - Shared reports where your email was added as a recipient by another user or account. Because these can exist on more than one account, each address that receives emails should be checked individually. 🛠️ How to Stop Scheduled Reports If you still have access to the account, follow these steps to turn off the reports: 1. Log in to the platform. 2. Open the Reports or Scheduled Reports section from the main menu. 3. Review the list of active or recurring reports. 4. Locate any report that is being emailed to the affected address. 5. Select the report and choose Edit or Delete. 6. Remove the recipient email address, or delete the schedule entirely to stop all future sends. 7. Save your changes. Repeat these steps for each account and each email address that is still receiving messages, since schedules are stored per account. 📭 Removing Yourself as a Report Recipient If the reports were created by another user and you were simply added as a recipient, you will need that account owner to remove your email address. If you no longer have access to the relevant account, our team can help locate and stop the schedule for you. Note that emails tied to a deactivated team-member seat are account notifications rather than scheduled reports. A previously reported issue in which deactivated team members continued to receive email notifications has since been resolved. If you were removed as a team member and still receive these notifications, contact support so we can verify the seat status from our side. ✅ Confirming the Reports Have Stopped After removing or deleting a schedule, allow one full reporting cycle to confirm the change. For example, a weekly report may send one final time if it was already queued before you made the change. If emails continue beyond the next expected cycle, there is likely an additional schedule on another account. 💡 Tips to Prevent Unwanted Emails - Before deactivating an account, delete or pause all scheduled reports first. - Keep a note of which email addresses are linked to each account. - Check every account you own, not just the one you used most recently. - Ask other team members whether they added your email to any shared reports.

🚀 Schedule Your Onboarding Session and Confirm Plan Features

🗓️ What Is the 1-on-1 Onboarding Session? Search Atlas offers a dedicated 1-on-1 onboarding session to help you get started quickly and confidently. During this call, a member of our team will walk you through the platform, answer your questions, and help you set up your account based on your specific goals. This session is personalized to your use case — whether you're focused on local SEO, content creation, website management, or all of the above. ✅ Who Can Book a 1-on-1 Onboarding Call? 1-on-1 onboarding sessions are available to customers on every plan, including trials. They are not available to GoHighLevel accounts or white-label child accounts, or once a session has already been booked. If you have questions about booking, reach out via the live chat widget. 📅 How to Schedule Your Onboarding Session 1. Log in to your Search Atlas account. 2. Navigate to the onboarding section of the platform or look for the onboarding scheduling link in your welcome or daily email from Search Atlas. 3. Click the scheduling link to open the booking calendar. 4. Select a date and time that works for you. 5. Confirm your booking — you will receive a confirmation with the call details. The direct booking route for 1-on-1 onboarding sessions is /onboarding-1on1 inside the platform. If you have already received a scheduling link via email, you can use that link directly to access the calendar and reserve your slot. Note: If you have already booked a session and accidentally click the scheduling link again, do not book a second slot. Your original booking remains active and you will receive a reminder before your call. 🛠️ What Features Does My Plan Include? Search Atlas plans vary in the features they include. Customers frequently ask about three core feature areas: - GBP (Google Business Profile) Management: Tools to manage, optimize, and monitor your Google Business Profile listings. Availability depends on your plan tier. - Website Builder: A built-in website creation and management tool to build SEO-optimized pages. Check your plan to confirm access. - SEO Tools: Core SEO features including keyword research, rank tracking, site audits, backlink analysis, and more. Most plans include a full suite of SEO tools, though limits on usage (such as tracked keywords or audit credits) vary by tier. To confirm exactly which features are included in your current plan, follow these steps: 1. Log in to Search Atlas. 2. Click your avatar in the top-right corner. 3. Select Billing (page title: "Billing") to view a breakdown of your current plan and included features. If you need a detailed comparison of what each plan includes before upgrading or making a decision, the live chat team can walk you through your options in real time. 💡 Tips to Get the Most from Your Onboarding Call - Have your website URL ready so the team can review your setup during the call. - Write down your top 2-3 goals (e.g., improve local rankings, build content, track keywords) so the session stays focused. - If you manage multiple locations or clients, let the team know in advance so they can tailor the walkthrough. - Test your audio and video connection a few minutes before the scheduled time. 🙋 Still Have Questions? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

Post-Implementation Strategy Consultation Services Explained

What Is Post-Implementation Strategy Consultation? Post-implementation strategy consultation is a service that allows you to work with a Search Atlas strategist to review and refine your SEO strategy after your initial setup or OTTO implementation is complete. This is intended as a strategic review rather than a technical support session. How This Differs from OTTO Implementer OTTO Implementer and post-implementation strategy consultation serve different purposes at different stages of your journey. - OTTO Implementer focuses on configuring OTTO, connecting your site, and getting your account set up and ready to perform. - Post-Implementation Strategy Consultation takes place after implementation is complete and focuses on evaluating results and planning next steps. If your implementation is already finished and you are looking for strategic guidance on what to do next, this consultation service may be relevant to your situation. Eligibility and Availability Post-implementation strategy consultation availability and any associated pricing depend on your current plan and account status. To find out whether your account qualifies, please contact our team directly. When you reach out, it helps to have the following ready: - Your account name or registered email address - The domain or project you want the consultation to focus on - A brief description of what you are hoping to get out of the session - Confirmation that your OTTO implementation or initial account setup is complete If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔍 Free Consultation Booking Unavailable — Alternatives and Troubleshooting

🔍 Overview As a paid Search Atlas subscriber, you are entitled to a free onboarding consultation call with our team. If the primary booking link is not responding or returns an error, our support team can verify your subscriber status and provide you with the correct, up-to-date booking link or fallback resource for your account. 🛠️ What to Do When the Booking Link Is Not Working Because booking links and available consultation slots can change, we recommend contacting our support team directly rather than attempting to use a link that may be outdated or unavailable. When you reach out, please have the following ready so we can assist you as quickly as possible: - The email address associated with your Search Atlas account - The name of your subscription plan - A brief description of the error or issue you encountered with the booking link (e.g., error message text, what happened when you clicked the link) - The date and time you attempted to book ⏳ What to Expect Once our team confirms your subscriber status, they will provide you with a working booking link or schedule your consultation directly. If all current slots are full, our team will let you know when new availability opens up. While you wait for your consultation, our support team can also point you toward onboarding resources — such as video guides — to help you get started with your account setup right away. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚡ Onboarding Options When 1:1 Slots Are Unavailable

Why Your 1:1 Slot May Be Weeks Away Search Atlas offers personalised 1:1 onboarding sessions, but demand means slots are sometimes booked several weeks in advance. The good news is you do not need to wait to start getting value from the platform. The options below let you get onboarding assistance — all before your 1:1 session arrives (or instead of it, if you prefer). Option 1: Ask the Support Team About Alternative Onboarding Options If your 1:1 slot is too far out, contact the support team. A team member can advise on what onboarding assistance is currently available and help find a faster path to getting you started. - What to have ready: Let the team know your timeline and your primary use case (e.g. content creation, local SEO, site audits, link building) so they can match you with the most relevant option. - Best for: Customers who need guided onboarding sooner than their scheduled 1:1 slot allows. Option 2: Request Faster Account Initialization Assistance If you need your account set up quickly, the support team can assist with faster account initialization. When you reach out, have the following ready so the team can help you as efficiently as possible: - Your account email address. - Your primary use case (e.g. content creation, local SEO, site audits, link building). - Any specific deadline or timeline pressure you are working against. A support team member will then guide you through the appropriate setup steps for your account based on your specific situation and needs. - Best for: Customers who want hands-on assistance getting their account configured and ready to use as quickly as possible. Option 3: Start with Your Core Use Case First Rather than trying to configure every area of the platform at once, focus on the single workflow most relevant to your immediate goals. When you contact the support team, specify your primary use case so they can direct you to the most relevant starting point and resources — whether that is content creation, local SEO, site audits, link building, or another workflow. This focused approach helps you get value from the platform faster while you await your full onboarding session. - Best for: Customers who have a clear immediate goal and want to make progress on it right away rather than learning the full platform at once. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🎓 Get Onboarded: Live Group Training, Guides, and Implementers

Want help getting set up? These are the fastest ways to get fully onboarded with Search Atlas. 🎓 1. Live Group Training (recommended) Join a live walkthrough with Q&A so you can get real-time help and leave with clear next steps: https://lu.ma/SearchAtlas 📓 2. Search Atlas Onboarding Guide A guided, start-to-finish onboarding checklist you can follow step by step: Search Atlas Onboarding Guide 📚 3. Knowledge Base Step-by-step guides and best practices you can follow at your own pace: Search Atlas Help Center 🤝 4. Implementers and Experts Prefer hands-on support? Implementers can help with setup and execution so you can move faster with expert guidance: https://searchatlas.com/otto-implementer/ 📅 What about a 1:1 onboarding session? If a 1:1 onboarding option is available for your account, you will see it directly inside the in-product onboarding flow. 1:1 sessions are booked only through that flow, and our support team cannot schedule them manually. If you don't see the option there, use Live Group Training, the Onboarding Guide, the Knowledge Base, or an Implementer above.

🚀 Access the Community Edition Plan

🔍 Find Community Edition in your account To access the Community Edition plan, log in to your Search Atlas account. Once logged in, click on your account avatar or Avatar Menu (👤) in the top-right corner of the platform, then select Billing or Plans from the dropdown menu. 1. Under the Plans section, look for Community Edition listed among the available plan options. 2. If you see it, click on it to begin the activation or selection process and follow any on-screen prompts to confirm. ⚙️ If Community Edition is not visible Community Edition availability depends on your account type and eligibility. If the plan does not appear in your plan options, do not attempt to create a duplicate subscription or redeem an unrelated promotion code. Instead, take the following steps: 1. Confirm you are signed into the correct Search Atlas account (the one associated with your intended subscription). 2. Check that your account is not already on an active plan that would hide or replace the Community Edition option. 3. If you have recently signed up or received an invitation link for Community Edition, make sure you used that specific link to register — accessing Community Edition through a direct invite or promotional link is sometimes required for it to appear. 👥 Add teammates after activating Community Edition Once Community Edition is active on your account, you can give other users access by going to your account settings and locating the Team or Members section. From there, enter your teammates' email addresses to invite them. Note that the number of seats available may be limited by your plan tier. 📋 Before contacting support If you have completed the steps above and Community Edition is still unavailable or behaving unexpectedly, please have the following ready when you reach out: your Search Atlas account email, any invite or promotional link you received for Community Edition, and a description of exactly what you see (or do not see) in the Plans section of your account. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🚫 Cancel Your Trial and Understand Plan Features

🔍 Overview This article covers two common situations: cancelling your Search Atlas free trial and understanding which features are available on your current plan. If you also ran into an issue with the OTTO SEO WordPress plugin, we address that too. 📋 What Happens When You Cancel a Trial If you are currently on a free trial, you can cancel at any time without being charged. Here is what to expect: - No immediate lock-out: After cancelling, you retain access to your account and its data until the end of your trial period. You will not be cut off the moment you hit cancel. - No charge: As long as you cancel before the trial period ends, your payment method will not be billed. - Data retention: Your projects, reports, and settings are saved. If you decide to resubscribe later, your work will still be there. 🛠️ How to Cancel Your Trial 1. Log in to your Search Atlas account. 2. Click your avatar in the top-right corner and select Billing → Plans & Top-ups. 3. Locate your active trial plan and click Manage Subscription. 4. Follow the on-screen prompts to confirm cancellation. 5. You will receive a confirmation message once the cancellation is processed. If you do not see a cancellation option or encounter an error during the process, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. 📊 Understanding Plan Feature Limitations Search Atlas offers several plan tiers, and not all features are available on every plan — including the Starter plan. If you find that a feature you need is locked or unavailable, here is how to check your options: - Review your current plan: Go to your avatar in the top-right corner and select Billing to see which features are included in your plan. - Compare plans: Visit the Pricing page from within the platform or at searchatlas.com to compare feature availability across plans. - Upgrade your plan: If a feature you need is on a higher tier, you can upgrade directly from the Billing page (accessed via the top-right Avatar Menu (👤)). Upgrades take effect immediately. - Missing feature on all plans: If the feature you need does not appear on any plan, our team wants to hear about it. Reach out via the chat widget so we can log your feedback. ⚙️ OTTO SEO Plugin Issue on WordPress Some users have reported that installing the OTTO SEO WordPress plugin caused unexpected behaviour in their WordPress dashboard. Here is what you should know: - Your Search Atlas account is not affected: A plugin conflict on your WordPress site does not impact your Search Atlas account, your data, or your ability to use the platform. - Deactivate the plugin first: If your WordPress dashboard is broken, log in to WordPress, navigate to Plugins, and deactivate the OTTO SEO plugin. This should restore your dashboard immediately. - Troubleshoot the conflict: Plugin conflicts are often caused by theme or other plugin incompatibilities. Re-activate plugins one at a time to identify the conflict. - Reinstall safely: Once you have identified and resolved the conflict, you can reinstall or reactivate OTTO SEO. If deactivating the plugin does not restore your WordPress dashboard, the issue may be related to your hosting environment or another plugin. Open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team for further guidance. 💡 Frequently Asked Questions - Will I lose my data if I cancel my trial? No. Your account data is retained. If you return and resubscribe, everything will be where you left it. - Can I switch plans instead of cancelling? Yes. You can upgrade or change your plan at any time from the Billing page (top-right Avatar Menu (👤) → Billing) without cancelling your account. - I was charged unexpectedly after cancelling. What do I do? This can occasionally occur due to a timing issue. Open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team who can review your billing and resolve it quickly. - Can I get a custom deal as a trial user? Custom pricing arrangements are handled on a case-by-case basis. Reach out via the chat widget to discuss your needs. 🆘 Still Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔄 Fix the Repeating Onboarding Screen Loop

🔍 Overview Some customers see the onboarding screen every time they log back into Search Atlas, even after completing onboarding previously. This article explains why this happens and what to do if you are affected. ⚠️ Why This Happens The repeating onboarding screen is caused by a known issue where your account's onboarding completion status is not saved correctly on the server side. This means Search Atlas cannot confirm that you have already finished onboarding, so it restarts the flow on every login. Because the root cause is a backend persistence problem, browser-side actions such as clearing your cache or switching browsers will not permanently resolve it. 🛠️ What to Do This issue requires a backend fix applied to your account. To get this resolved as quickly as possible, please escalate to our support team with the following information ready: - Your account email address — the email you use to log in to Search Atlas. - Your workspace or project name — so the team can locate your account immediately. - When the loop started — an approximate date or the earliest login where you noticed the onboarding screen reappearing. - What you have already tried — for example, whether you completed the full onboarding flow, cleared your browser cache, or tried a different browser, and what happened each time. Having this information ready will allow our team to investigate and correct your onboarding completion status on the backend without delay. ✅ How to Confirm the Issue Is Resolved After our team has applied the backend fix to your account, you should be able to: - Log in and land directly on your Search Atlas dashboard without seeing the onboarding screen. - Close your browser, reopen it, and log back in — the onboarding screen should not reappear. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🎓 Onboarding Calls and Learning Resources Explained

Overview When you first join Search Atlas, you may have questions about what onboarding support is available, whether personalized calls are included, and where to find learning resources. This article explains what to expect and how to get the help you need. Does Search Atlas Offer 1-on-1 Onboarding Calls? Personalized onboarding calls may be available depending on your subscription plan. Availability and booking details vary by plan, and the best way to confirm whether a 1-on-1 call is included with your subscription is to contact our support team via the chat widget. When you do, please have the following ready so we can assist you quickly: - Your account email address - Your current subscription plan name - A brief description of what you are hoping to accomplish during the call How to Access Learning Resources Search Atlas provides a range of learning resources to help you get up and running. Here is where to find them: - Knowledge Base: Visit the Search Atlas Help Center (the same site where this article lives) and browse articles organized by topic, including platform setup, tools, and best practices. - Video Tutorials: Check the Help Center for video walkthroughs covering core platform features. Not Sure What Onboarding Support You Have? If you are unsure which onboarding resources are included with your plan, or if you would like help identifying the right learning materials for your goals, our support team can point you in the right direction. Please have your account email and subscription plan name ready when you reach out via the chat widget. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔧 Fix an Onboarding Loop Blocking Dashboard Access

What Is the Onboarding Loop Issue? Some customers find themselves repeatedly redirected to the onboarding or plan-selection screen even after completing setup. This prevents access to the main dashboard and other platform features. This is a backend issue that requires our team to resolve — the information below will help you understand what is happening and how to escalate quickly. Common Symptoms - You are redirected to the onboarding screen every time you log in, even after completing setup. - After completing the onboarding steps, you are sent back to an earlier onboarding page instead of reaching the dashboard. What to Do This issue cannot be fully resolved through browser-side actions — it requires a backend correction to your account. To get unblocked as quickly as possible, please reach out to our support team and have the following information ready: - The email address associated with your Search Atlas account - The exact screen or page you are being redirected to (e.g. onboarding screen, plan-selection page) - Any error messages you see, and the date and time they first appeared Why Does This Happen? Being stuck in an onboarding loop is a known backend issue related to how your account's setup or subscription status is recorded. Our team will investigate your specific account and make the necessary corrections on the backend to restore your access to the dashboard. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📱 Is There a Search Atlas Mobile App?

📱 Is There a Native App? No. Search Atlas doesn't have a native app on the Apple App Store or Google Play. 🌐 Use Search Atlas on Your Phone The Search Atlas dashboard works in your phone's web browser. On a phone-sized screen, the left sidebar is replaced by a navigation bar at the bottom of the screen, and pages such as your active projects adjust to fit. 1. Open Safari, Chrome or another browser on your phone. 2. Go to dashboard.searchatlas.com and sign in with your usual email and password. 3. Use the navigation bar at the bottom of the screen to move between sections. 💡 Tip for Bigger Tasks For detailed work, such as building reports or reviewing large tables, a computer or tablet gives you more room on screen. 🙋 Need More Help? Open the chat widget and type human teammate.

💡 Understanding Hyperdrive Credits and Onboarding Changes

🔍 What Are Hyperdrives? Hyperdrives are credits within Search Atlas used to power certain AI-driven tools and workflows across the platform. They help you get more done faster by automating key SEO tasks. 📢 Important Change: Old Onboarding Package No Longer Available Search Atlas previously offered an onboarding package that included 20 complimentary Hyperdrive credits. This onboarding package has been discontinued and is no longer available to new or existing customers. We are unable to honour requests for the 20 Hyperdrives that were part of the legacy onboarding offer. We understand this may be unexpected if you were referred to that offer or saw it mentioned somewhere. We apologise for any confusion and are committed to making sure our current benefits are clearly communicated. 🚀 What Onboarding Support Is Available Now? While the legacy onboarding bundle is no longer offered, Search Atlas provides several resources to help you get started and make the most of the platform: - Training Calls: Access recorded onboarding and training sessions directly from your account. Navigate to the top-right corner (avatar) → Team Members and select Explore Training Calls to get started. - In-platform guided tours: Step-by-step walkthroughs are available throughout the platform to help you learn each tool as you use it. - Knowledge Base: Our Help Centre contains detailed articles covering every feature and workflow. 💳 How to Check Your Current Hyperdrive Balance You can review your current credit balance and available plan features at any time: 1. Click your avatar in the top-right corner of the platform. 2. Select Billing. 3. Open the Plans & Top-ups tab to view your current plan, included credits, and top-up options. ➕ How to Get More Hyperdrive Credits If you need additional Hyperdrive credits, you can top up or upgrade your plan at any time: 1. Click your avatar in the top-right corner. 2. Go to Billing → Plans & Top-ups. 3. Click Manage Subscription to explore upgrade options, or select a top-up package that suits your needs. 4. Click Add Payment Method if you need to update your billing details before completing a purchase. 🎟️ Do You Have a Promo Code? If you have received a valid promotional code from Search Atlas, you can redeem it directly within your account: 1. Click your avatar in the top-right corner. 2. Go to Billing → Services tab (or the Invoices or Activity Log tab — the option is available across all three). 3. Click Redeem Promo Code and enter your code. Note: Only currently active and valid promotional codes can be redeemed. Legacy offers or codes associated with the discontinued onboarding package are no longer accepted. 🛠️ Need Further Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

📚 SA-GHL Knowledge Base Guide

📘 What is the SA-GHL knowledge base? SA-GHL refers to Search Atlas resources and workflows used with GoHighLevel. This guidance helps teams understand available Search Atlas features, review SEO and AI visibility data, and explain recommended next steps to clients. Use this article as a starting point when a client asks for SA-GHL documentation. Search Atlas product guidance is available within the platform and may change as features are updated. 🧭 Where to find key Search Atlas features 1. Open Search Atlas and use the left sidebar. 2. Select Site Metrics to open the Site Metrics workspace. 3. Use Analyze, Saved Projects, History, Filters, or Columns to manage and review projects. 4. Open a project, such as a listed domain, to access its detailed reports. 📊 Review AI Visibility data From Left sidebar → Site Metrics → [project] → AI Visibility, clients can review how a site appears in AI-generated results. - Summary: Review the main visibility overview, charts, and values. Use Show details for additional context. - Visibility: Examine visibility performance and trends. - Sentiment: Review how AI results describe or perceive the brand. - Topics & Queries: Identify the subjects and searches connected to visibility results. - Prompt Simulator: Test prompts and explore how a brand may appear in AI responses. 🔎 Manage organic keywords To work with keyword data, go to Left sidebar → Site Metrics → Keywords → Organic Keywords. From this tab, users can: - Add keywords to a project or workflow with Add to. - Turn selected keywords into content tasks with Create article. - Download keyword data using Export. 🤝 How to share this guidance Share this article with clients as a practical overview of SA-GHL-related Search Atlas workflows. For client onboarding, explain the navigation path first, then demonstrate the specific report or action relevant to their goal. When documenting an internal process, include the project name, selected report, date reviewed, and any filters applied. This makes results easier for clients and teammates to reproduce. 🛠️ When to request help If a client cannot find a feature, sees different navigation, or needs clarification about account access, confirm that they are viewing the correct project and have refreshed the platform. Product screens can change as improvements are released. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

Complete Your Publication.Media Onboarding and Metatag Verification

📋 Overview Publication.Media is a content distribution network integrated with Search Atlas. To start publishing through this channel, you must complete a short onboarding process and verify ownership of your websites using a metatag. This article explains what to prepare when contacting the support team to get your account created and your sites verified. 🚀 Step 1: Start the Onboarding Process To begin, you will need to request access to Publication.Media through Search Atlas. Here is what to prepare before reaching out: - Your Search Atlas account login credentials. - The name and URL of each website you want to register with Publication.Media. - Your company name and any additional account details that may be required during sign-up. If the Publication.Media onboarding option is not visible in your account, or if you are unsure how to proceed, contact the support team directly (see below) so they can guide you to the correct location or initiate the process on your behalf. 🏷️ Step 2: Retrieve Your Metatag After your Publication.Media account is created, you will be issued a unique metatag for each website you registered. This tag proves you own or manage the site and must be added before you can publish content. If you cannot locate your metatag or your account setup is still pending, reach out to the support team with your registered website URLs so they can confirm the status and provide your verification code directly. 🛠️ Step 3: Add the Metatag to Your Website The metatag must be placed inside the <head> section of your website's HTML — on every page, or at minimum the homepage. The exact method for inserting code into the <head> section will depend on your platform or CMS. Refer to your platform's official documentation for instructions on adding custom code to the site-wide header. After saving, the tag should be publicly accessible on your site. Do not remove it — Publication.Media may re-check verification at any time. ⚠️ If Verification Fails or You Need Help If you have added the metatag but verification is still failing, or if you are unable to locate any part of the onboarding flow, please have the following ready when you contact support: - Your Search Atlas account email. - The exact URLs of the websites you are trying to verify. - A description of where you are in the onboarding process and any error messages you have seen. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔄 Fix Onboarding Screen Looping on Login

🔍 What Is This Issue? Some customers see the onboarding screen or welcome popup every time they log in to Search Atlas — even after they have already completed onboarding. This often happens after closing the browser window or tab. This article explains what you can try while our team investigates, and what to have ready if you need to escalate. ⚙️ Why Does This Happen? The onboarding popup may be triggered by how your browser handles session or cookie data when a window is closed. Certain browser configurations or extensions can cause Search Atlas to lose track of your onboarding status between sessions. The exact root cause may vary and is being investigated — the steps below are the recommended first actions to try. 🛠️ Steps to Try 1. Clear your browser cache and cookies for the Search Atlas domain, then close all Search Atlas tabs and log in again with a fresh tab. 2. Check your browser's cookie settings. Make sure your browser is not configured to delete cookies or site data automatically when it closes. Disabling any such setting may prevent the issue from recurring. 3. Disable browser extensions that manage cookies, block trackers, or clear browsing data automatically (for example, Privacy Badger, Cookie AutoDelete, or similar tools), as these can interfere with session storage. 4. Try a different browser to confirm whether the issue is browser-specific. Search Atlas works best on the latest versions of Chrome, Firefox, Edge, or Safari. 5. Try an incognito or private window to rule out extension interference. ✅ After Applying the Steps Once you have adjusted your cookie settings and cleared old data, log in to Search Atlas and check whether the onboarding popup continues to appear. If the issue persists across browsers and with extensions disabled, it is likely a backend session issue that requires investigation by our support team. 📋 If You Need to Escalate If none of the steps above resolve the issue, please have the following ready when you contact support so our team can investigate quickly: - Your Search Atlas account email address - The browser and version you are using - Whether the issue occurs in multiple browsers or only one - Any browser extensions you have installed that manage cookies or privacy - The approximate date and time when you last experienced the looping onboarding screen If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💡 Understanding Your Annual Plan Before You Buy

🔍 What This Article Covers Some customers sign up for an annual Search Atlas plan expecting the platform to perform SEO tasks — including link building — fully on autopilot. This article clarifies what the platform actually does and what options are available if you feel the plan does not match your expectations. ⚙️ What Search Atlas Does (and Does Not) Do Automatically Search Atlas is a powerful SEO toolkit that gives you data, insights, and tools to execute your SEO strategy. It is not a done-for-you or fully automated SEO service. Here is a quick breakdown: - Automated features: OTTO SEO can apply on-page optimisations to your connected site when you activate it. Rank tracking, site audits, and reporting update on a set schedule. - Manual action required: Link building is a research and prospecting tool. The platform surfaces link opportunities and tracks progress — but you or your team must initiate and carry out outreach. Search Atlas does not build links on your behalf automatically. - Content creation: AI writing tools assist you in drafting content, but a human must review, edit, and publish it. If you purchased an annual plan expecting hands-free, automated link building, we understand the frustration. The platform is designed to make your SEO work faster and smarter — not to replace the human effort behind it. 📋 Annual Plan Refund Policy Search Atlas annual plan refund requests based on a misunderstanding of platform features are assessed on a case-by-case basis by our billing team. If you believe your situation warrants a review, please reach out to support with the details of your request. 🛠️ Steps to Take If You Want to Request a Refund 1. Gather your account details: Have your registered email address and the date of purchase ready before contacting support. 2. Be specific about the issue: Clearly describe what you expected the platform to do versus what you experienced. This helps our team assess your request faster. 3. Contact support: Our billing team can only review refund requests through the official support channel. 4. Allow time for review: Refund assessments are not instant — our billing team will follow up with you once your request has been reviewed. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🛠️ Plan Selection Now Loads After Registration

We resolved an issue that prevented the plan selection page from loading for new users right after signing up. You can now complete your registration and move straight into choosing your plan without any interruption. ✨ What's New After completing the registration process, the Choose Plan page now correctly loads all available plans. Previously, users who had just registered would land on the plan selection page and see no plans displayed, making it impossible to continue setting up their account without refreshing or navigating away. 📋 What to Expect The fix applies automatically — no action is needed on your end. If you complete a new registration, your available plans will appear on the Choose Plan page right away, allowing you to select your preferred plan and get started without any extra steps. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚡ Implementation Package Pricing and Delivery Options

What Is the Implementation Package? The Search Atlas implementation package is a paid add-on designed to help you get the most out of the platform as quickly as possible. It provides dedicated time with a Search Atlas implementor who works alongside your team to configure the platform for your specific goals. What Is Typically Included While exact inclusions vary by plan, the implementation package generally covers the following: - Live onboarding sessions — scheduled video calls with a dedicated Search Atlas implementor who guides your team through platform setup and configuration - Done-with-you setup — hands-on assistance configuring your projects, workflows, and key features to match your specific goals rather than a generic walkthrough - Hands-on training — targeted training for your team on the tools and features most relevant to your use case - Priority support queue — faster response times during your implementation period Pricing and Delivery Options Implementation package pricing is structured as a one-time add-on and is offered at different tiers based on the scope of service. Pricing tiers and the number of included sessions scale with your plan level — starter implementations typically cover foundational setup, while higher-tier or enterprise options include more sessions and deeper customization. Because exact figures depend on your current plan and goals, the team will confirm the specific cost and scope when you reach out. When you contact the team, have the following ready so they can provide accurate details quickly: - The email address associated with your Search Atlas account - Your current Search Atlas plan name - A brief description of what you are hoping to accomplish with the implementation How to Get Started To ask about current pricing, confirm what is included for your plan, or purchase an implementation package, connect with the team directly. They will walk you through available options and next steps based on your account. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📅 Book a Personalized SEO Consultation

📅 Request a consultation Search Atlas customers can request a personalized SEO consultation. When requesting a consultation, explain your goals and the SEO topics you would like to discuss. 💬 How to get started 1. Request a personalized SEO consultation through Search Atlas. 2. Share your SEO goals and preferred discussion topics. 3. Provide the website or project details relevant to your request. 📝 What to include in your request Providing a few details helps the team prepare a useful session. Include: - Your main SEO goals - The website or project you want to discuss - Any questions or challenges you want covered 🎥 Consultation format Share any preferences about the topics you would like covered when requesting your consultation. 🤝 Need help booking? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚡ How to Add an Email to Your Onboarding Call Invite

This article explains how to get your Search Atlas onboarding call invite sent to an additional email address. If you need the invite delivered to a different inbox or want a colleague included, our team can action this directly on your behalf. 🛠️ What to Do Because onboarding call invites are managed through our internal booking system, the most reliable way to add or update an email address on your invite is to contact our team directly. When you reach out, please have the following ready so the team can resolve this as quickly as possible: - The email address you want the invite sent to - The email address used when the call was originally booked - The date and time of your scheduled onboarding call The team will resend or update the invite from the booking system to ensure the correct address receives it. ✅ What to Expect Once the team has updated the invite, the target inbox should receive the calendar invite or confirmation email within a few minutes. Check that inbox and confirm the event appears with the correct call details. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

How to Start a Search Atlas Project After Switching SEO Tools

📧 Resend the Welcome Email Manually

📬 Can the Welcome Email be resent? Yes. If a customer did not receive the Welcome Email, a team member can review the account and manually trigger a resend. There is no self-service resend option available in the platform. 🔎 Check these details first - Confirm the customer’s email address is entered correctly. - Ask the customer to check their spam, junk, promotions, and quarantine folders. - Ask them to search for messages from Search Atlas. - Confirm that their mailbox is not full or blocking automated messages. 💬 Request a manual resend 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to connect with a member of our team. 3. Share the customer’s account details and confirm the email address that should receive the message. 4. Ask the team to review delivery status and manually resend the Welcome Email. ✅ After the resend Have the customer check their inbox and spam or junk folders again. If the message still does not arrive, the team can review the delivery status and help identify whether the address or mailbox provider is blocking it. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

📅 How to Book Another Onboarding Session

👋 Overview Your first 1-on-1 onboarding session is designed to help you get set up and comfortable in Search Atlas. Many customers find they would like a follow-up session once they have started using the platform, for example to go deeper on a specific tool or review their progress. This article explains how to ask for another session and how to prepare for it. ❓ Can I Book Another Onboarding Session? If you were told you could have an additional onboarding session, or you would simply like one, the quickest way to get started is to ask our team directly. Session availability can vary, so a team member will confirm what is available for your account and share the right scheduling link with you. Because scheduling links are provided by the team, there is no need to search the platform or your inbox for one. Asking in chat is the fastest route. 🛠️ How to Request Your Session 1. Log in to your Search Atlas account. 2. Look for the chat widget in the bottom-right corner of the platform and open it. 3. Type human teammate to be connected with a member of our team. 4. Tell them you would like to book another 1-on-1 onboarding session. 5. If someone previously told you that you could have an additional session, mention that too. It helps the team confirm the details faster. 6. Follow the scheduling link the team shares and choose a time that suits you. 💬 What to Include in Your Message A few details help the team set things up quickly and avoid back-and-forth: - Your name and the email address on your Search Atlas account - That you are requesting an additional 1-on-1 onboarding session - Any earlier conversation where an extra session was mentioned - Your preferred time zone and general availability - The topics you would like to cover 📝 How to Prepare for Your Session A little preparation makes the session far more useful. Before you meet with the team, try the following: - List your goals. Write down what you want to achieve, such as improving rankings, growing traffic, or understanding reports. - Note your questions. Jot down anything that confused you while using the platform. - Have your project ready. Make sure your website is already added to your account so the team can look at real examples. - Pick priority tools. Decide which features matter most to you so the time is spent where it counts. - Check your setup. Use a stable internet connection and a device where you can log in to Search Atlas during the call. 💡 Ideas for What to Cover - A walkthrough of the tools you use most often - Reviewing your current progress and next steps - Understanding your reports and what the numbers mean - Setting up additional websites or projects - Best practices for your type of website or business 🔄 Need to Reschedule or Add Teammates? If your plans change after you have booked, you can reschedule using the link in your confirmation message. If you cannot find it, open the chat widget and let the team know. If you would like colleagues to join the session, mention this when you book so the team can plan accordingly. 🧭 Other Ways to Learn in the Meantime While you wait for your session, you can keep making progress on your own. Explore the Knowledge Base articles for the tools you use, and note any questions to bring to your session. This helps you make the most of your time with the team. 🙋 Still Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

⏰ How to Request an Order Deadline Extension

📌 Overview Sometimes a publisher needs a little more time to finish an article order. Maybe the research is taking longer than expected, or a revision is still in progress. This article explains how to ask for more time, what details to share, and how to avoid missing a deadline. ⏳ When to Ask for an Extension Ask as early as you can. A request sent before the deadline passes is much easier to review than one sent after the order has expired. Common reasons include: - The article needs more research or fact-checking - You are waiting on information, images, or approvals - The order was accepted close to the deadline - An unexpected delay has affected your schedule 📝 What to Include in Your Request A clear request helps our team review it quickly. Please include the following: 1. Order ID: for example, #206124. This is the most important detail, because it lets us find your order immediately. 2. Current deadline: the date shown on the order. 3. New date you are asking for: a realistic date you are confident you can meet. 4. Short reason: one or two sentences explaining the delay. 5. Progress so far: for example, the draft is half done or only the final review remains. 🚀 How to Submit Your Request 1. Log in to the Search Atlas platform and locate the order you need more time on. 2. Note the Order ID and the current deadline. 3. Open the chat widget in the bottom-right corner of the platform. 4. Type human teammate to be connected with a member of our team. 5. Share the details listed above in a single message. Messages like I need more time are hard to act on without an Order ID. Including it from the start saves time for everyone. 🔄 What Happens After You Ask Our team will review your request and check the status of the order. Depending on the situation, one of the following will happen: - The extension is approved and the new deadline is applied to your order. - We suggest a different date that works better for the order. - We ask for more details before making a decision. Approval is not automatic, and it can depend on the order status and how much time has already passed. Keep working on the article while you wait for a reply, so you are ready to submit as soon as you hear back. 💡 Tips to Avoid Missing a Deadline - Check the deadline as soon as you accept an order and plan your schedule around it. - Start with the research and outline early so surprises show up sooner. - Submit a first draft before the deadline if you can, even if you plan to polish it later. - Request an extension as soon as you realise you may run late, not on the last day. - Ask for a realistic new date. Requesting too little time may mean a second extension request. ❓ Frequently Asked Questions Can I request an extension after the deadline has passed? You can still ask, but options may be limited once an order has expired. Contact us as soon as possible and include your Order ID. Will I be told if my extension is approved? Yes. Our team will confirm the outcome in the chat conversation so you know the deadline that applies to your order. Can I request more than one extension? You can ask again if something unexpected comes up, but each request is reviewed on its own. Giving a realistic date the first time is the best way to avoid repeat requests. Do I need to explain why I need more time? A short reason helps our team review your request faster. You do not need to write a long explanation. 💬 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🚀 How to Book a One-on-One Onboarding Call

📖 What Is a One-on-One Onboarding Call? A one-on-one onboarding call is a personal session with a member of the Search Atlas team. It helps you get comfortable with the platform, set up your first project, and understand which tools to use for your goals. If you prefer guided help over exploring on your own, this is a good place to start. 📅 How to Book Your Onboarding Call Booking is handled through the live chat widget inside the platform. Follow these steps: 1. Log in to your Search Atlas account. 2. Find the chat widget in the bottom-right corner of the platform and open it. 3. Type human teammate to be connected with a member of our team. 4. Tell them you would like to book a one-on-one onboarding call. 5. Share your preferred days, times, and time zone so the team can find a slot that works for you. 6. Confirm the details once your teammate suggests a time. Availability may vary depending on your plan and the team's schedule, so your teammate will confirm the options open to you. 📝 What to Include in Your Request A few details help us schedule your call faster and make the session more useful: - Your preferred times: A few options in your own time zone work best. - Your main goal: For example, improving rankings, auditing a website, or setting up reporting. - Your website or project name: This lets the team review your setup ahead of time. - Who will attend: Let us know if teammates or clients will join you. 🧰 How to Prepare for Your Call You do not need to be an SEO expert. A little preparation helps you get more value from the session: - Make sure you can log in to your Search Atlas account. - Have your website URL ready, and add it to a project if you can. - Write down your top two or three goals. - List any questions or features you are unsure about. - Think about the keywords, pages, or competitors you care about most. 💡 What to Expect During the Session Every call is tailored to you, but most onboarding sessions cover: - A walkthrough of the platform and the tools most relevant to your goals. - Help setting up your first project or website. - Answers to your questions about features and workflows. - Suggested next steps so you know what to do after the call. 🔄 Need to Reschedule or Change Details? If your plans change, open the chat widget and let your teammate know as soon as possible. They can help you find a new time or update who is attending. ❓ Frequently Asked Questions - Is there a booking page or button in the platform? The quickest way to book is through the chat widget. A teammate will arrange the session with you directly. - Can I invite my team or client? Yes. Mention who will attend when you make your request. - What if I am not sure what to ask? That is fine. Tell your teammate you are new, and they will guide the session. - Can I book more than one session? Ask your teammate when you request your call, and they will let you know what is available. 💬 Still Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

✅ Publication Media Website Verification Requirements Before Receiving Orders

📌 Overview If you are adding websites to Publication Media as a standard publisher, you must verify ownership before those sites can go live and receive orders. VIP publishers have a separate flow that bypasses ownership verification. This article explains verification, pricing, and adding multiple websites. Source: linkgraph/app/publisher/publications/api/views.py:260–312. ❓ Can I Receive Orders Without Verification? Standard publishers must verify ownership of each newly added website before it can go live, regardless of its authority. Ownership verification demonstrates control of the website; separate approval checks determine whether it meets platform requirements. VIP publishers can add sites without ownership verification. Source: linkgraph/app/publisher/publications/api/views.py:260–312, 371–425. Ownership verification is a platform requirement for standard publishers adding websites. Adding a site does not itself complete verification or activate its listing. This guidance does not determine whether your use of a website complies with applicable laws or agreements. Source: linkgraph/app/publisher/publications/api/views.py:293–302. 💰 Does a Lower Price Let Me Skip Verification? Lowering your price does not replace required ownership verification. You provide an asking price when submitting your websites and review any revised offer before verifying ownership. Pricing and ownership verification are separate parts of onboarding. Sources: publisher-frontend/components/OnBoarding/Step2/index.js:179–183; publisher-frontend/components/OnBoarding/Resume/index.js:301–337. 🔍 Why Verification Is Required - Ownership: It confirms that you control the website you are offering. - Quality: It helps keep Publication Media listings reliable for buyers. - Trust: It protects both publishers and buyers from misrepresented or unavailable sites. 🛠️ What to Do Before Adding Many Websites 1. Make a list of every website you plan to add, including new sites and authority sites that are not yet on Publication Media. 2. Make sure each website is live, accessible, and that you can prove you manage it. 3. In the Publication Media publisher dashboard, open Publications and select Add Site to submit another website. New publishers can submit their websites through the onboarding application. Source: publisher-frontend/pages/publications.js:25–35; publisher-frontend/components/OnBoarding/Step2/index.js:179–183. 4. Complete every verification step shown for each site. 5. For sites requiring verification, complete ownership verification and confirm that the listing has been activated. A verified site may still fail separate approval checks. Activation makes a site available for orders but does not guarantee that it will receive any. Sources: linkgraph/app/publisher/publications/api/views.py:378–425; publisher-frontend/components/Publications/PublicationCard.js:78–93. 6. Set your asking price when submitting each website. During onboarding, review and accept any revised pricing offer before proceeding to ownership verification. Later price changes use the counteroffer process rather than a direct price edit. Sources: publisher-frontend/components/OnBoarding/Step2/index.js:179–183; publisher-frontend/components/OnBoarding/Resume/index.js:301–337; linkgraph/app/publisher/publications/api/views.py:314–335. ⚠️ Common Issues - Not receiving orders: If ownership verification is required for your site, check that it is complete. Also confirm that the listing is active and not paused, and review any activation failure reasons shown. Being eligible for orders does not guarantee demand. VIP-added sites can bypass ownership verification. Sources: publisher-frontend/components/Publications/PublicationCard.js:14–36, 78–93; linkgraph/app/publisher/publications/api/views.py:304–312. - Many sites added at once: For standard publishers, ownership verification is site-specific. Verifying one website does not verify the others. You can continue onboarding after verifying at least one accepted site, but the remaining unverified sites will not be activated through that onboarding flow until verified. Sources: linkgraph/app/core/publisher/models.py:377–386; publisher-frontend/components/OnBoarding/Resume/index.js:332–337, 425–437. - New websites: You can submit new websites, but submission does not guarantee approval. Standard publishers must complete ownership verification, and sites must pass the applicable approval checks before activation. VIP publishers have a separate add-site flow that bypasses ownership verification. Source: linkgraph/app/publisher/publications/api/views.py:260–312, 394–425. - Low pricing: A lower price does not make an unverified site eligible for orders. 💬 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🚀 Trial Projects: Testing Shopify and Duda Sites

🔍 Overview Many customers want to try Search Atlas on more than one website during their trial, often to test a Shopify store or a Duda site alongside an existing project. This article explains how project limits work on a trial, what your options are, and how to get help adding another project. ❓ Why Is My Trial Limited to One Project? Trial accounts are set up so you can explore the platform with a limited number of projects. This lets you get a feel for the tools before committing to a plan. If you try to add a second project and the platform does not let you, you have most likely reached the trial project limit. The limit applies to the number of projects on your account, not to the type of website. A Shopify store, a Duda site, and any other site each count as one project. 🛒 Can I Test a Shopify or Duda Project on My Trial? Yes, you can evaluate a Shopify or Duda site during your trial. Whether you can do it alongside an existing project depends on your current project allowance. You have three main options: - Swap your project: If your current project was only for testing, you can remove it and add your Shopify or Duda site in its place. - Upgrade your plan: Moving to a paid plan that includes multiple projects lets you keep your existing project and add the new one. - Ask our team about your trial: If you want to compare several sites before upgrading, our team can review your account and tell you what is possible. 🛠️ How to Add a New Project Once your account has room for another project, follow these general steps: 1. Log in to the Search Atlas platform. 2. Open the project selector or the projects area of your dashboard. 3. Choose the option to add a new project. 4. Enter your website address (for example, your Shopify store URL or your Duda site URL). 5. Follow the on-screen prompts to finish setup and connect any integrations that are offered for your platform. If you do not see the option to add a project, or you see a message about reaching your limit, your account has probably hit its project allowance. ⚖️ Choosing the Right Option - You only want to try one site: Swap your project. It is the quickest route and needs no plan change. - You want to compare two or more sites: Upgrading or asking our team about your trial is the better fit. - You manage client sites: Check that your plan covers the number of projects you need, so you do not run into limits later. ⚠️ Before You Remove a Project Before you remove a project to make room for a new one, keep the following in mind: - Reports, tracked keywords, and other data tied to that project may no longer be available once it is removed. - Export or save anything you want to keep before making the change. - If you are unsure what will be affected, ask our team first. 💬 What to Include When You Contact Us To get your request resolved quickly, send the following details in your first message: - The website you want to add and its platform (Shopify, Duda, or other). - The number of projects you want to test. - Whether you want to upgrade now or extend your trial to evaluate first. With this information, our team can review your account and point you to the right next step without several rounds of back-and-forth. 🙋 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🤝 Hands-On SEO Consulting and Implementation Options

❓ Overview Many customers ask whether Search Atlas offers hands-on SEO consulting, where a specialist works with you to apply the recommendations in your Search Atlas reports. This article explains your options for getting help with implementation, what to prepare before asking for a quote, and how to reach our team. 🧭 Two Ways to Get SEO Work Done Most customers choose one of two approaches, or combine them: - Do it yourself with platform tools: Use Search Atlas reports and automation features to find issues and act on them with your own team. - Get hands-on help: Work with a specialist or implementation partner who applies the recommendations for you. The right choice depends on your team's time, technical skills, and how quickly you want results. 🛠️ What the Platform Does for You Search Atlas is built to turn SEO data into clear next steps. Depending on your plan, you can: - Run site audits to find technical problems and prioritize fixes. - Track keyword rankings and monitor your progress over time. - Research keywords and competitors to decide what to work on next. - Use OTTO SEO to automate and speed up on-site optimization tasks. - Create and improve content with AI-assisted writing tools. - Review backlink data to find link-building opportunities. These tools are designed to reduce manual work, so many customers can act on their reports without outside help. 🤝 About Hands-On Consulting and Implementation If you want a specialist to work alongside you, our team can explain which hands-on or managed options are available for your account. Availability, scope, and pricing depend on your plan, your website, and your goals, so there is no single standard quote. Our team will confirm what is available and give you accurate details instead of a generic estimate. Hands-on support generally covers things like: - Reviewing your Search Atlas reports and turning them into a prioritized action plan. - Applying on-page and technical SEO fixes. - Guidance on content and link-building strategy. - Progress reviews against your goals. Which of these are included in a specific service is confirmed by our team when you ask for a quote. 📝 What to Prepare Before Requesting a Quote Having this information ready helps us give you a faster, more accurate answer: 1. Your website URL and the platform it runs on (for example WordPress, Shopify, or a custom build). 2. Your main goals, such as more organic traffic, more leads, better local rankings, or recovery from a traffic drop. 3. Your current plan in Search Atlas and whether your site is already connected to the platform. 4. The scope of help you want, such as a one-time audit and action plan, ongoing monthly support, or help with specific fixes only. 5. Your timeline and budget range, if you have one. 6. Who will approve changes on your side and whether our team will need access to your website. ⚙️ How to Get the Most From Your Reports in the Meantime While you wait for details on hands-on help, you can already make progress: 1. Run or refresh your site audit and sort the issues by priority. 2. Fix high-impact issues first, such as broken pages, missing titles, and slow-loading pages. 3. Choose a small set of target keywords tied to your business goals. 4. Use the content tools to improve existing pages that are close to ranking well. 5. Check your rankings regularly so you can see what is working. This also gives a specialist a head start if you decide to work with one. 💡 Frequently Asked Questions Is there a fixed price for consulting? Pricing depends on the scope of work and your plan. Our team can confirm what applies to you and provide a quote. Do I need to be a Search Atlas customer first? Having an active account and reports helps, because recommendations are based on your Search Atlas data. Our team can tell you how this applies to your situation. Can someone make the changes on my website for me? Implementation options depend on your website setup and the service scope. Let our team know your platform and what you need done so they can advise you. Can I use the platform on my own without consulting? Yes. The platform is built so that you or your team can run audits, track rankings, create content, and use automation features without outside help. 💬 Need Help or a Quote? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team. Mention that you are interested in hands-on SEO consulting or implementation, and share the details from the checklist above so we can respond with the right information the first time.

📝 How to Request and Open a Form

📌 Overview Sometimes you need a form opened, such as a form to submit business details, share feedback, or complete a setup step. A short request like "please open my form" can be hard to act on because we don't know which form you mean or where you saw it. This article shows you how to find and open forms yourself, and how to word a request so you get help the first time. 🔍 Why a Short Request Can Be Unclear Search Atlas includes many tools and pages, and more than one of them can involve a form. When a request doesn't say which form or where it appeared, we have to ask follow-up questions before we can help. That back-and-forth takes extra time. Including a few details up front gets you an answer faster. 🧭 How to Find and Open a Form Yourself Try these steps first. Most forms can be opened without any help. 1. Go back to the page or tool where you first saw the form, such as the project setup screen or the tool you were using. 2. Look for a button or link with a name like Submit, Add, Edit, Get Started, or Complete Setup. 3. Check your notifications and any banners at the top of the page. Forms you still need to complete are often flagged there. 4. Check the confirmation message or instructions you received when you were asked to fill in the form. They usually point to the right page. 5. Click the button once and wait a few seconds. Some forms take a moment to load. 🛠️ If the Form Won't Open If you click the button and nothing happens, these quick fixes usually solve it. - Refresh the page and try again. - Check your pop-up blocker. Some forms open in a new window, and a blocker can stop them. Allow pop-ups for Search Atlas and try again. - Try another browser. Switching to a different up-to-date browser can rule out browser issues. - Turn off browser extensions such as ad blockers or privacy tools for a moment. - Clear your browser cache and log in again. - Check your internet connection. A weak connection can stop a form from loading fully. 💬 How to Word Your Request If you still need help, include as many of these details as you can in your message: - The name of the form, or what it is for (for example, "the business details form" or "the feedback form"). - Where you saw it: the tool, page, or message that mentioned it. - What you want to do: open it, edit it, resubmit it, or find one you already sent. - What happened: for example, the button did nothing, or an error message appeared. - Your project or domain name, if it applies. - A screenshot of the page or error, if you can. Here is an example of a clear request: "I'm in my project settings and can't open the business details form. The button doesn't respond when I click it. I've tried refreshing and using another browser." ⚠️ Common Mix-Ups to Avoid - Typos such as "foam" instead of "form" are easy to understand, but they leave out the details we need. Add the form's name or purpose. - Saying "my form" without a location makes it hard to tell which of your forms you mean. - Some forms contain your own business information. You may need to fill these in yourself, but we can point you to the right place. ❓ Quick Answers - Can't remember which form you need? Describe what you were doing when it came up, and we can help you identify it. - Submitted a form by mistake? Tell us what you submitted and what needs to change. - Can't find a form you already sent? Share roughly when you sent it and which tool you were using. 🤝 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

📅 How to Book Live Onboarding Support

👋 Overview Some setups are easier with a person guiding you. This is especially true for installations, integrations, and first-time configuration. If you would like a live onboarding session or a Zoom call with a Search Atlas team member, this article explains how to ask for one and how to get the most out of it. 💬 How to Request a Session Eligible free-trial parent accounts book a live 1:1 from More features, using Book Your 1-1 Onboarding Call and then Book 1-1 Call. That opens an in-app calendar tied to your account. New accounts can also book during the first step of Launch Lab. You can still use the chat widget if you need help, but chat is not the only way to request a session. Child accounts cannot book their own 1:1. 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type human teammate to be connected with a member of our team. 4. On the booking page, pick an open time on the calendar. The session is a 1:1 onboarding call, shown in the product as a 60-minute session with a product specialist. You do not need to request it in chat first. 5. Your name and email are already attached to the booking. Choose a time that works for you. You do not need to paste a list of details into chat before you can book. 📝 What to Include in Your Request You do not need to send a written request before booking. Choose a time on the calendar. If you would rather ask support for help first, a clear message in chat is still useful. - You do not have to submit your goal before booking. It still helps to know what you want from the call, such as finishing an installation, connecting a website, or learning a specific tool. - You do not have to type your website address to book. Have the domain ready for the call. - You do not have to name your CMS to book. WordPress, Shopify, Wix, or a custom site is useful context for the specialist during the call. - You do not have to describe what you already tried in order to book. Bring notes on the steps you completed and any errors you saw so the call goes faster. - Choose an open time directly on the calendar. You do not need to send several preferred times for the team to match. ⏰ Same-Day and Next-Day Requests Book the earliest open time on the calendar. Availability is whatever the calendar shows, and a specific time cannot be guaranteed outside those openings. If you need help sooner than the next open slot, say so in chat. The team can often help there, but they cannot guarantee a call at a particular time. If a call is not available when you need it, the team can often help you move forward directly in chat while you wait. 🧰 How to Prepare for Your Session A little preparation makes the call faster and more productive. Before your session: - Log in to your Search Atlas account and keep it open. - Have admin access to your website or CMS ready, or have the person who manages it join the call. - Make sure you can access any hosting, domain, or plugin settings related to your installation. - Write down your top questions or goals in order of priority. - Check that you have a stable internet connection and that you can join the call from the confirmation you receive after booking. 🎯 What a Live Session Can Cover Depending on your needs, a session can help with topics such as: - Installing and verifying Search Atlas on your website. - Connecting integrations and data sources. - Walking through the main tools and finding the best starting point for your goals. - Troubleshooting setup issues that are hard to explain in writing. - Reviewing your configuration to make sure everything is working as expected. ⚡ Things You Can Try While You Wait If you are waiting for a session to be scheduled, these steps may help you make progress or narrow down the issue: 1. Revisit the installation or setup steps for the tool you are using and confirm each one is complete. 2. Clear your browser cache, or try a different browser, if a page is not loading correctly. 3. Take screenshots of any error messages so you can share them with the team. 4. Confirm that your website is live and publicly accessible. ❓ Frequently Asked Questions Can I book a session by email or phone? No. The live chat widget inside the platform is our only support channel, and it is the fastest way to reach the team. Do I need to be logged in to ask for a call? Yes. The chat widget is inside the platform, and being logged in lets the team see your account details and help you more effectively. Can someone else on my team join the call? Yes. If another person manages your website, hosting, or CMS, it is a good idea to have them join so changes can be made during the session. What if I need to reschedule? Open the chat widget, type human teammate, and let the team know as early as possible. They will help you find a new time. Is a call always necessary? Not always. Many questions can be resolved quickly in chat. The team will let you know if a call would be the faster path. 🙋 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

💰 Publisher Payouts and Website Onboarding Requirements

📌 Overview Publishers who contribute articles through Search Atlas sometimes ask why a payment is still pending. This article explains the most common reasons for a payout delay, how website onboarding relates to payment, and what to do to get your balance reviewed quickly. Note: Payout timing can vary by account and by the status of each submission. The steps below help you find out where your payment stands and avoid avoidable delays. ⏳ Why a Payout May Be Delayed A pending balance does not always mean something is wrong. These are the most common reasons a payout is not yet complete: - Content still under review: Articles must be checked and approved before they count toward a payout. - Website not fully onboarded: If your site has not completed onboarding, related articles and payments may stay on hold. - Missing or incomplete account details: Payment information that is missing, outdated, or does not match your account can stop a payout from being processed. - Article not yet live: Payment may depend on an article being published and verified at its final URL. - Changes requested: If an article needs edits, the payout usually waits until the revisions are accepted. 🌐 Website Onboarding Requirements Before a website can receive and publish content, it needs to be set up and approved. Requirements can vary, but onboarding generally involves the following: - Site details: The correct domain and a working, publicly accessible website. - Ownership or publishing access: Confirmation that you control the site and can publish articles on it. - Content standards: Your site should meet quality and topic guidelines so published articles are accepted. - Accurate contact and payment information: Your account details should be complete and current. - Approval status: The site must be marked as approved before new articles can be assigned or published. If any of these items is incomplete, your website may be waiting in onboarding. That can affect both new publishing and payment for earlier work. ✅ How to Check Your Payment Status 1. Log in to your Search Atlas account. 2. Review the list of articles you have submitted and note which are approved, published, or still pending. 3. Confirm that each article is live at its final URL and has not been removed or changed. 4. Check that your website shows as approved and fully onboarded. 5. Verify that your payment details are complete and accurate. 6. Note the amount you expect to receive and which articles it covers. With this information gathered, it is much easier for our team to find the cause of a delay. 🛠️ What to Do If Your Payment Is Still Pending If you have checked the items above and your balance is still outstanding, ask our team to review your account. To help us resolve it faster, include the following in your message: - Your website domain. - The outstanding amount you are expecting. - The titles or URLs of the articles the payment relates to. - The approximate dates the articles were submitted or published. - Any messages you have already received about the payment or onboarding. Please keep the details of your request in one conversation rather than sending several separate messages. This keeps your case in one place and avoids duplicate work. 🚀 Tips to Avoid Future Delays - Complete website onboarding before submitting new articles. - Keep your payment and account information up to date. - Respond promptly to any revision requests. - Keep published articles live and unchanged until your payout is complete. - Keep a simple record of submitted articles, publish dates, and expected amounts. ❓ Frequently Asked Questions Can I keep publishing while a payment is pending? That depends on your website's onboarding status and the status of your account. If you are unable to publish new articles, ask our team to check whether an onboarding step or account review is the cause. Will my payment be processed faster if I contact support more than once? No. One clear message with all the relevant details is the fastest way to get a review. Repeated messages can slow things down. Where can I see why an article is not yet approved? Check the article's status in your account for any notes or revision requests. If no reason is shown, our team can look into it for you. 💬 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🔍 Why Publisher Sites Show Inactive After Submission

📌 Overview After you submit a website as a publisher, it may show an Inactive status for a while. This is normal. A site is only switched to Active once it has passed our review. Meeting the basic requirements does not always mean the site is approved immediately. This article explains why a submitted site can show Inactive, what the automated review checks, and what you can do before requesting another activation check. ⏳ What Inactive Means An inactive site is not listed for orders yet. The status usually means one of the following: - The site is still in the review queue. - The site was checked and did not pass. The site card shows the date of the attempt and the reason it failed. - The submission is missing information or could not be verified. - The site was checked and did not meet the automated quality thresholds at this time. Submitting a site and meeting the published requirements makes it eligible for review. It does not guarantee instant activation. 🔎 Common Reasons a Site Stays Inactive - Review is still pending: If the site's metrics cannot be verified, it stays under review and is retried automatically. You can also use Activate on the site card to run the check again. - Ownership could not be verified: We need to confirm that you own or manage the site. Incomplete or mismatched details can delay approval. - Thin homepage content: A homepage with very little visible text, or without normal site navigation and pages such as About, Contact, and Privacy, can fail the quality check. - Weak site metrics: Domain authority below 20 or organic traffic below the required minimum can prevent approval. A new domain is not rejected for being new by itself. - Site accessibility issues: The submitted URL must load. Pages that time out, return errors, or cannot be read can prevent the site from being verified. - Spam or advertising concerns: Spam-like links, a very large number of outbound links, or heavy advertising on the site can lower the quality score and prevent approval. - Incomplete submission: Missing fields, wrong URLs, or duplicate submissions can hold up the process. ✅ Checklist Before You Ask for a Recheck Go through these steps first. Fixing any of them gives the next Activate attempt a better chance of passing. 1. Confirm the site URL in your submission is correct and loads without errors. 2. Make sure your submission details are complete and match the site owner information. 3. Check that your pages are publicly visible and not blocked from search engines. 4. On the site card, compare your domain authority, organic traffic, spam score, and price with the activation message. Domain authority must be at least 20, and your price must stay within the maximum shown for that domain authority. 5. Make sure the site has original, useful, regularly updated content. 6. Check that the site is not showing excessive ads, pop-ups, or spam-like pages. 7. Confirm you have not submitted the same site more than once. 🔄 How to Request a Recheck If your site meets the requirements and still shows as inactive after a reasonable wait, you can ask our team to take a closer look. To help us respond quickly, please include the following in a single message: - The exact domain names of the sites in question. - The date you submitted each one. - The status currently shown in your account. - Any changes you made after submitting. Sending all of this at once avoids back-and-forth and helps our team check each site faster. Marking a request as urgent does not change the review order, but clear details help us resolve it sooner. 💰 Payout Timing Payouts are tied to site activation and completed work. Here is how it generally works: - Inactive sites do not earn payouts. A site must be active before it can receive orders. - Payouts follow completed orders. Earnings are generally released after an order has been delivered and confirmed, not at the moment a site is submitted or approved. - Timing can vary. Processing time depends on the order status and your payout method. Check the payout details in your account for the most accurate information. - Incomplete payout details can cause delays. Make sure your payout information is filled in and up to date. If an order is complete and your payout looks late, include the order details and the date of completion when you contact us. 💡 Tips to Get Approved Faster - Publish several high-quality, original articles before submitting. - Keep the site fast, secure, and easy to navigate. - Use a clear About page and contact information so ownership is easy to verify. - Avoid submitting many new sites at once. Submit your strongest sites first. - Keep your submission details accurate and consistent. 🛠️ Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.