The ‘My Business’ section on Milestone Presence Cloud lets you access your business information, tooling, configuration, users, group configurations, roles, logo and white labeling, and product listings. This information can be inherited by business profiles and is used across multiple channels and touchpoints to maintain consistency and accuracy.

Click on ‘My Business’ to the bottom left of the screen.

Business Information

The Business Information section contains your core business information like Business Name, Business Alias, if managed by an agency the Agency Alias, Primary Contact Name, Business Email, Business Phone, Contract Expiration Date, and the Account Manager.

Tooling

Features

The Tooling section contains the configurations for the Milestone products and the features that are enabled for your business under the ‘Features’ tab.

Channels

The Channels tab displays the channels to which this business information will be shared via Milestone Presence Cloud and from whom traffic data will be received. There are two types of channels or data sources, Premium Data Sources and Non Premium Data Sources.

Module Settings

The Module Settings tab allows you to update the data sources for the modules within each Milestone product. Select the Milestone product you wish to update the module settings for from the left pane and select the module and corresponding source.

Configuration

The Configuration section allows you to manage data source configurations for your business profiles. These data sources are used across Milestone products to deliver your content across channels.

Here you can view the number of business profiles that are connected, not connected, have errors, and the total number of profiles connected to a data source.

Clicking within any of the columns displays the respective profiles.

User

The User section displays the users added to a business on Milestone Presence Cloud. Here you can view the name of the users, email addresses, and their roles.

By clicking on a user you can view and edit user information.

The ‘Profiles’ tab here displays the profiles assigned to the user.

You can assign a profile to the user by clicking on options menu at the top right and selecting 'Assign Profile'.

Select the profiles and click on 'Save'.

Groups

The Groups section allows you to group your business according to your geographical region. You can also add a custom group for the business by clicking on 'Add Custom Group'.

Roles

The Roles section displays the active user roles for your business. Milestone supports 2 broad user roles, Contributor and Business Administrator. To learn more about roles click here.

Logo & White Labelling

The Logo & White Labelling section allows you to upload media for logos and white labelling for emails and other communications. 

Target Audience

Step 1: Click on ‘Create New’ to create a new target audience.
Step 2: Add a ‘Persona Title’, this is the name under which the target audience will be stored.

Step 3: Select the Age Group, Gender, Relationship Status, and the Industry you wish to target.

Step 4: Add the interests of your target audience.

Step 5: Add the search intent of your target audience from the dropdown menu.

Step 6: Once you have added the details click on ‘Save’ to save this Target Audience for future use and reference in Content Studio.

Brand Voice

Step 1: Click on ‘Create New’ to start creating a new Brand Voice for your business.

Step 2: Enter the ‘Title’ for the Brand Voice. This specific brand voice will be stored unde this name for future reference and usage.

Step 3: Select the Business Profile to which this Brand Voice will be associated.

Step 4: Add a ‘Content Snippet’ for the system to understand the type of content that is associated with your business.

Step 5: Select a ‘Tone of Voice’ using the dropdown menu.

Step 6: Add ‘Inclusions’, these can me word or phrases that will be used across content that apply this Brand Voice.

Step 7: Add ‘Exclusions’, these words or phrases will be excluded from all content created using this brand voice.

Step 8: Once you have added all the details for the Brand Voice click on ‘Generate’ to create a new brand voice for your business.