my.G2 is now one place to manage G2, Capterra, Software Advice, and GetApp. Sign in once to run your listings, reviews, ads, leads, and billing across all four marketplaces. Each marketplace keeps its own look and audience for buyers.
The first time you sign in, a welcome prompt lists every product you manage so you can jump straight in.
What's changed
The biggest changes are in navigation, reviews, and advertising.
Login and home
- You sign in with one login for everything.
- Sign-in is passwordless by default. Enter your email, then select the link we send you. You can still use a password as a backup.
- A product switcher shows every product you manage.
- At first sign-in, you answer a few questions about your role and goals. G2 uses your answers to tailor your dashboard, so teammates on the same account can see different home pages.
Navigation
- The product menu includes Home, Listings, Buyer Activity, Reviews, Content Studio, Buyer Intent, Advertising, and Verified Leads.
- The account menu in the upper-right corner includes My Documents, Billing, Integrations, Subscriptions and Packages, and Users.
- Features outside your current package stay visible with a lock, so you can see what an upgrade adds.
- Features that are available only on G2 carry a G2 exclusive tag.
Listings
- Each marketplace has its own brand card with tools specific to that marketplace.
- You edit details that are shared across marketplaces, such as pricing, categories, integrations, and target buyers, once under Cross-marketplaces.
To learn more, see Product Information, Packages & Pricing, Features, and Integrations.
Reviews
- You use one review form, one moderation process, and one place in my.G2 to collect reviews.
- Every approved review counts toward your review count, rating, and rankings on every marketplace where you're listed.
- The full text of a review appears publicly on one marketplace, which G2 chooses automatically. The other marketplaces show a summary and prompt readers to log in to read the full review.
- Existing reviews stay on the marketplace where they were published, so historical counts can differ by marketplace.
- When you reply to a review, your response appears on every marketplace.
To learn more, see Self-Service Review Campaigns, Review Activity, and Campaign Dashboard.
G2 Ads Clicks
G2 Ads campaigns and G2DM pay-per-click campaigns now live together as G2 Ads Clicks, or Clicks for short.
- New campaigns run across G2, Capterra, Software Advice, and GetApp automatically.
- Existing campaigns keep their current placements. You can expand them to more marketplaces.
The Clicks campaign builder is also more flexible:
- Name your campaigns.
- Include multiple products in one campaign. Prepaid campaigns are the exception.
- Target specific countries.
- Turn on audience expansion to reach related topics.
- Start from recommended topics, which come pre-filled. You can adjust them as long as at least one remains.
- See estimated clicks, leads, and cost per lead before you launch.
- Plan for a minimum budget of $500. Prepaid campaigns keep their own requirements.
- Add a landing page, which is required to launch.
- Target competitors through topics. You can still list your competitors to improve recommendations, and your placements on competitor pages continue under the matching topic.
To learn more, see G2 Ads Clicks.
Clicks Plus
- Clicks Plus works the same as before. You now find it under Advertising in my.G2.
- To send Clicks Plus data to your own systems, connect Salesforce, 6sense, LinkedIn, or HubSpot, or use the API.
To learn more, see G2 Ads Clicks Plus, Salesforce Integration for Clicks Plus, and LinkedIn Integration for Clicks Plus.
Verified Leads
- Verified Leads, formerly Verified Leads (PPL), is now in my.G2 and is available to G2 Professional and Enterprise customers.
- Campaigns, leads, expansion leads, and refund requests are together in one section. Settings and lead details are organized in tabs.
- You can send leads to your CRM. See Verified Leads CRM integrations.
To learn more, see Verified Leads.
Billing
A single Payments and Invoices hub in the account menu shows billing for all your products in one view. Clicks invoices are broken out by marketplace.
What stays the same
- Invoicing. Invoices stay separate by service: subscriptions, Clicks, Verified Leads, and reviews. Verified Leads partial statements are still available. They're now in one view.
- Ad placements. Ads look and run on each marketplace the way they always have. For new Clicks campaigns, one budget works across all four marketplaces.
- Live campaigns. Your existing Clicks and Verified Leads campaigns keep running without interruption.
- Paid Promotions. Nothing changes. You still get guaranteed visibility on high-traffic category and competitor pages, exclusively on G2. See Paid Promotions.
- Reviews. Existing reviews stay where they were published, and your review history is untouched.
- Sign-in. You can sign in with your existing credentials.
Tips for getting around
- Campaign switcher. Clicks and Verified Leads campaigns share one campaign switcher at the top of the page.
- Review campaigns. Run all review campaigns from my.G2. One campaign works across all four marketplaces. If you shared older review campaign links from Capterra, Software Advice, or GetApp, replace them with new links from my.G2. my.G2 links also let you offer incentives.
G2 Ads Clicks tips
- Bidding. Campaigns that run across all four marketplaces use auto-bidding. Auto-bidding adjusts your bids to get the most clicks from your budget.
- Topic names. Topic names can look slightly different from what you targeted before. For example, you might see "CAD" instead of "3D CAD". Your targeting hasn't changed.
- Budget changes. An increase or an unpause takes effect right away. A decrease or a pause is scheduled for the first of the following month. A campaign that stays paused is canceled after 90 days. To cancel a campaign, contact your account manager.
How permissions work in my.G2
Access in my.G2 is based on products. If you have access to a product, you can manage everything for it: listing, analytics, campaigns, and billing.
To manage users, see Admin Users. To set up SSO, see Single Sign-On.
Roles
- User. Full access to the product. Users can't manage organization settings.
- Admin. Everything a User can do, plus organization settings. Admins invite and remove users and manage SSO.
If you're coming from the Digital Markets Vendor Portal
Permissions in the Vendor Portal were narrower, so your access is wider in my.G2:
- Campaign access becomes product access. If you managed a Clicks or Verified Leads campaign, you now have access to every product in that campaign.
- Separate permissions become one. Leads Visibility, Bidding & Leads Purchasing, and Billing were separate permissions in the Vendor Portal. In my.G2, access to a product includes all of them.
- Limited access becomes full access. If you could only view leads before, you can now also edit the listing and see billing for that product.
- Admin roles carry over only where a product has no Admin. If a product has no my.G2 Admin, its Vendor Portal Admins become Admins. If it already has a my.G2 Admin, its Vendor Portal Admins become Users. Existing my.G2 Admins keep their role.
- Invalid or inactive accounts aren't migrated. An Admin can re-invite those users after migration.
- There are no per-campaign permissions. Access is set per product, not per campaign.
After migration
- Open your user list and confirm each person has the right role.
- Keep at least one Admin for your organization.
- Remove access for anyone who no longer needs it.
If you need a change you can't make yourself, contact support at support.g2.com.