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Business App: Get Started Page

The Get Started Page helps you onboard your Business App users easily! This page will help your clients understand and find value in Business App right away, leading to increased engagement. A client will land on the Get Started page until they've connected at least one account (Google, Facebook, QuickBooks, etc). Once they have connected at least one account, they will land on the Dashboard page. The Get Started page will still appear in a tab in the left-hand navigation. Business App personally welcomes the new user to the platform. In the first card, the Business App walkthrough video is displayed to help your clients understand the full functionality of the platform and the value it brings them. Below the walkthrough video, your client has the call-to-action of connecting their accounts - Google, Facebook, and more. Once a business has their accounts connected, they will start to see their business data on the platform and take actions such as responding to reviews. The "Engage with your customers" card links to the most important actions a business can take in their Business App. The links make it easy to navigate Business App as a first-time user. There is a prompt to try an Academy course, where the local business can learn more about digital marketing and the products they have available to them. How will it help me? The Get Started screen will help your first-time users understand Business App and realize the value faster, resulting in increased engagement and recurring usage. Once the business owner has given Business App a try, they are more likely to convert to a paying, long-term customer. Configurability To configure the Get Started page, go to Partner Center > Administration > Customize Business App > Pages > Get Started and uncheck the box to hide this page. If you do not want new clients to see the Get Started tab and page, go to user permissions and remove their access to this tab.  
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Customize Business App

Partners can configure their client-facing experience in Business App with more intuitive and context-rich configuration pages in Partner Center. Available at https://partners.vendasta.com/customize-business-app/overview Users can navigate to this new settings area in two ways: Partner Center > Businesses > Manage Business App > Customize Business App Partner Center > Administration > Customize Business App What’s changed? New: A better layout and organization of all the customer-facing settings that are available in the Vendasta platform – including features of Business App and client notification settings. New: Embedded help articles, with screenshots and videos, to provide context about what each setting does, and how it will affect your client experience. Notable client-experience settings available Partners can decide which Business App features are enabled or disabled for their clients – also referred to as ‘Permissions’.  Show or hide all the tabs in the navigation, and the many features of each tab. Decide the default reporting period of the marketing funnel when your users land in Business App or Multi-location Business App. Manage what notifications your users receive by default. Learn about all the ways you can get more users to start using Business App FAQs Q: If I enable or disable a feature, would it override what a specific user had set for themselves? A: It differs based on whether you are enabling a feature or disabling a feature. If features are enabled in ‘Customize Business App’, they will be available for users of accounts – but partners can still disable certain features on a user-by-user basis. Learn more about setting user permissions. By contrast, if features are disabled in ‘Customize Business App’, those features will be completely unavailable for users of accounts in those markets.  It’s important to select whether you want these changes to apply to all markets or on an individual market level.  Q: How do I set default permissions for any users who are added to Business App? A: You can decide which pages and features you want your users to have access to in Business App (on a market-by-market basis) by selecting or unselecting them and saving.  Your choices made here, for each market, will affect any current users and new users added to accounts within those markets.
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Business App Pro Overview

Business App Pro is a recommended package that contains five amazing software products by Vendasta that work together in harmony for your local business client, inside of Business App: Inbox Pro  Campaigns Pro Reputation Management Premium Local SEO Social Marketing Pro These products work seamlessly with the features that come with the ‘standard’ Business App that all clients also get including:  CRM Integrations (Coming January 2024) Automations (Coming early 2024) Marketplace & Store Executive Report …and much more. How to activate
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Contacts in Business App

Contacts in Business App gives your clients a place to manage customer information. It syncs with other products to consolidate customer information into one place. How are Contacts different from Business App users? Contacts refer to specific individuals at a company but they do not have access to any part of the platform. Users, however, have access to Business App and can receive notifications from the system, allowing them to access any products that are active for their account (if access is granted).  While contacts and users have limited interaction, these two entities are primarily separate. The occasions where these two are linked are as follows: Users are created with a corresponding contact when an account is created via the Accounts tab in Partner Center. If a user is deleted in Partner Center that matches the email address of a contact, the contact will also be removed. Please note that changing the email address of a contact will disassociate that contact from the Business App user. Additionally, removing a contact will not remove the corresponding user.   Searching Contacts Business owners are able to search for contacts by their first name, last name, email, or phone number. Filtering Contacts Business owners can filter contacts by tags, first name, last name, phone number, email, and more!  Uploading Contacts Business owners can upload contacts via CSV, with a limit of up to 5MB. During the upload, you will be able to add multiple columns as tags. Currently, there is no specific option to bulk edit contacts, but if you upload a CSV with the same contacts, they will not be duplicated, and will instead be updated with any new information.  Syncing apps The following apps will automatically sync customer data into the Contact table: Inbox – When a message is sent or received to a new contact Customer Voice – When a contact is created in Customer Voice Website Pro/Standard – When a contact form is submitted on the website Constant Contact – When a contact is created Business owners can add, delete, or edit customers to their lists to keep all of their valuable business data organized. Contacts can be created by either first name, last name, phone number, or email. Enter customer information manually or in bulk through the import feature.
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Business App: My Products

Your clients can view and access their products right from their Business App! On the Products page in Business App, your clients will be able to see all of the products they have active. They can also select the ones that they use the most to appear in the side panel.  Configuring My Products in Business App You can remove access to the My Products page for all of your clients by going to Partner Center > Administration > Customize Business App > My products and unchecking the box that shows the page.  You can hide this tab or remove access for individual products on a user-by-user basis by configuring their permissions. How can I organize the products on the side panel of Business App? By clicking on the Products page and clicking on the pin icon in the top right of each product, you can choose which products will appear on the Business App side panel, for yourself. Each user can set these independently.        
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Recommendations in Business App

Recommendations to users of Business App help them find additional value and use features they have access to. Recommendations consist of a sentence or two explaining a feature they can use and contain a link to see available solutions in your store. Recommendations will be on by default for all users and can be disabled on a market-by-market case if you desire.  To turn off/on recommendations for all accounts, navigate to Partner Center > Administration > Customize Business App > Dashboard > Check or uncheck the box for recommendations.  Where do Recommendations appear? Currently, recommendations appear on the dashboard of Business App, and within the Executive Report. Banners will randomly cycle through all the available options that meet the criteria of the placement. Dashboard: One recommendation card will appear, randomly, chosen from all the available recommendations. Executive Report: Each section of the Executive Report has a spot for one recommendation banner. Only recommendations related to that section will appear within a section (For example, social media recommendations will only appear in the Social Media section.) How do I use it? Recommendations will appear automatically in Business App, for your clients/users.  Can recommendations be customized or edited? Not at this time. This is a curated set of recommendations, that have been handcrafted to help clients find value throughout Business App and use the tools they have available to them.  
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User profile in Business App

The User profile allows your clients to edit their notification settings, update their personal information, and reset their password within Business App. Your clients can manage their user profile by clicking on the dropdown next to their name in the top right corner of Business App and then clicking Edit Profile.    
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Onboarding in Business App: Walkthrough Video

If a prospect or client has a great onboarding experience, that gives them an understanding of the value they can get and they will want to see more.  When a prospect enters their Business App for the first time, it is important that they don’t feel overwhelmed and can quickly understand what they are looking at. Onboarding tools such as the walkthrough video help make a better experience and prospects are more likely to turn into paying clients. A complete walkthrough video is available in your client-facing app, Business App, as an onboarding tool. When your prospects or clients enter their app for the first time, they will be prompted to watch the walkthrough video. The video shows them: The features of their app’s dashboard, include the marketing funnel, business profile, and customer journey. A walkthrough of connecting their Google Business Profile, Google Analytics, and Facebook accounts to the app. A brief introduction of each product (Reputation Management, Local SEO, Social Marketing, Website E-Commerce, Customer Voice, and Advertising Intelligence). An overview of the Executive Report. If you’d like to see the video, see this resource article. The first video in this article is what will appear in your clients’ Business App. You can also download and use either video as you wish.  
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Business App: Orders Tab

Your customers can view their orders in Business App which can help cut down on extra back-and-forth communication. The orders table allows Business App users to see what they've ordered, what they're spending, and any other associated information. This is especially useful for bookkeeping and transparency. Viewing orders in Business App is easy: Log in to Business App Click Orders From there, users can do a few things: Review contract start and expiration dates. Review the price and items tied to the order Download a CSV of order details
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Update Company trigger in Business App Automations

This powerful new automation step allows SMB users to confidently use when a company is modified event as a trigger: Name of the trigger in the platform: When a Company is created or modified How to Use Step 1 - Navigate to Business App > My Business > Automations.  Step 2 - Create an automation with the trigger - a) When a Company is created or modified Step 3 - Choose the required fields on the side panel as an additional step to ensure not all Company Updates fire the automation. Step 4 - Click on the top right to turn on the automation. Step 5 - Users can also choose the updated field.
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How do I rename Business App?

Partners can customize Business App and use their own preferred name by going to Partner Center > Administration > Customize Business App > Branding > Business App Settings > Rename Business App > Save.    
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Business App: Add your own custom guides

The Guides section of the Business App showcases a collection of articles that can help inform your clients on how to manage their digital presence and succeed online. You can use our prewritten white-label content, or alternatively, you can display your own custom guides from your own WordPress blog. You can show tailor-made content directly to your customers with custom guides powered by WordPress. This can include anything from help articles to talk tracks to sales pitches. Watch Walkthrough Video How to display your own content If you want to show your own custom content in the Guides area of the Business App, you need to connect Guides to your own WordPress blog. Once configured, Guides content will display articles from your own blog. You can also ensure Guides only displays certain WordPress articles using tags. Adding your WordPress blog's URL Go to Partner Center > Administration > Customize. Expand the Business App Settings section, then check the Pull guides from the WordPress checkbox. Enter your WordPress blog URL. Note: This URL is often different from the homepage of your WordPress website. These will generally take the form of https://www.yoursite.com/blog. This can be found by navigating to the blog on your site. Optional - Enter any tag IDs you wish to filter to. Only blogs that contain one or more of the tag IDs entered will display in Business App. Note: Tag IDs are the numerical values assigned to your tags in WordPress. For details, see Find your tag IDs, below. Optional - Check the Embed title in the first article image checkbox. This will showcase the title on the first image within the blog. Click Apply Changes. Your blog will now be used as the source of guides in the Business App. Note: If you have not entered a valid WordPress blog URL, or the URL does not work for any reason, no guides will display in Business App. For this reason, we recommend checking Business App to ensure it displays correctly after saving your changes in Partner Center.   Find your tag IDs When you tag a post in WordPress, that tag is assigned a static ID. You'll need this in order to filter your blogs. Log in to your WordPress admin panel. Hover over Posts in the side panel. Click Tags. If you've tagged posts previously, you'll see those listed on the right of the page. If not, you can create a new tag on the left.Once a tag exists: Click on the tag. In the URL, copy the number after tag_id=. Example: In https://website.com/wp-admin/term.php?taxonomy=post_tag&tag_ID=4&post_type=post&wp_http_referer=%2Fwp-admin%2Fedit-tags.php%3Ftaxonomy%3Dpost_tag, the tag ID would be 4. Walkthrough Video  
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Automations in Business App: Review Requesting

You and your clients can create automations in Business App to request reviews! Below is an example of how you can use automations in Business App to streamline your business processes.  How to Use This is available to all businesses and can be be found in Business App > My Business > Automations. You or your client can set up this workflow.  Step 1: Select 'Create Automation.'  Step 2: Choose a trigger to start your workflow. For this example, we will use 'create a contact.' You can also add conditions to specify what you want to trigger.  Step 3: Next, add an action. In this example, the action is 'Send a review request.'  Step 4: Please note that for this specific action you will need to have Reputation Management Premium activated on the account. Click Save. Step 5: Toggle it on and a modal will pop up with options to select your automation settings. Step 6: Once you select Turn On, will be prompted to give consent to the automation to complete action on behalf of the user. Select Allow.  Step 7: Your automation is now running! You will be able to see your automation activity in the Activity table.
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Client templates in Business App automations

What is this? Great news for our Partner and their client users! We have introduced a new feature that allows users to create automations using templates. This feature will help them save time and streamline workflows. How does it work?  Step 1 - Navigate to Business App > My Business > Automations. Step 2 - Click on Create Automation. Here you will see all available templates, or you can always go ahead and create your own!  FAQs Q: Is this a paid feature? No, it is not. Automations are available to everyone!  Q: Can Partners create templates on behalf of their clients? Not yet. This is something the team is currently working on. 
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How do I remove the onboarding video from the Business App dashboard?

If you do not want the Business App walkthrough video to be displayed to your clients, you can easily disable it by going to Partner Center > Administration > Customize Business App > Get Started, and then unchecking 'Display Onboarding Video'.   
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Enable/Disable Guides tab in Business App

Manage the visibility of the 'Guides' tab in the Business App by navigating to the Partner Center > Administration > Customize Business App > Pages > Guides > Enable/Disable Guides. Note: If you have multiple markets, repeat the same steps for each additional market.    
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Data Exporter in Multi-Location Business App

Users of the Multi-Location Business App can export review, listing, or Google Business Profile data to a CSV, to allow flexibility in their workflows, auditing, and internal reporting for many locations. In the Multi-Location Business App, navigate to “Data Exporter” on the left-hand navigation menu. Once in the data exporter screen, click the data source drop-down to choose between All reviews, Review summary by source, Google Business Profile summary, and Listing data. Once your data source has been selected, click 'export data to CSV.' Filter options allow you to customize the data you want to export.   Configuration The Data Exporter can be enabled or disabled on a group-by-group basis for all users, by navigating to Partner Center > Businesses > Multi-location Groups > Choose a Group > Features and toggling the feature on or off.
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How to add a notification banner in Business App for all users

You can post a notification banner for all users in a market to see when they log into Business App.  You can use this to announce a promotion, share an important link or video, or give a status update that might be important for all your clients.   How to publish a banner 1) Navigate to Partner Center 2) Click on Administration > Customize Business App 3) Go to the Notifications Tab > Global notification banner  4) Add your message and expiry date. This message will appear for users until they dismiss it or it expires.        
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Send Plain Text Emails via Business App Automations in Inbox

This powerful new automation step allows users to confidently send plain text emails via the Business App Inbox. How to Use Step 1 - Navigate to Business App > My Business > Automations. Step 2 - Open an existing automation, or start a new one.  Step 3 - Choose the trigger 'When a Contact is created.' Step 4 - Select the 'Send a plain text email' action step.  The feature allows users to send plain text email action messages through their existing inbox. Please note this action requires Inbox Pro—AI-Assisted web chat lead capture.
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Trigger an Automation using Zapier in Business App Pro

The Vendasta App in Zapier allows Partners to connect the Vendasta CRM to several 3rd Party systems using Zapier. Users can select any 3rd Party system available in Zapier as a Trigger which would initiate an action in the Vendasta CRM How Does it Work? Step 1: Selecting the Trigger In this step, you can select the trigger that initiates an action in your workflow. As an example when a New Payment in Quickbooks Online can be used as a trigger, however, you can also choose from various other triggers available in Zapier. Step 2: Choosing the Action After selecting the trigger, you’ll need to choose the app that will carry out your desired action. In this scenario, that app would be the Vendasta App. This means that whenever a New Payment is received in Quickbooks online, an automation would be executed in the Vendasta CRM. As part of the Vendasta App in Zapier various actions are possible. Step 3: Choosing the Action In this step, you’ll set the action to be performed when the trigger event happens. For this scenario, the action is to Run Automation in the Vendasta CRM. Remember, you can change the action anytime by clicking on the dropdown menu and choosing a different option. After selecting the action, click “Continue” to proceed to the next step. Step 4: Signing In In this step, you’ll connect your Vendasta account. Click on “Sign in” to be redirected to the login page. Here, you’ll enter your Partner ID or the Account ID of the client you are setting up Zapier for and grant the necessary permissions. After this, you’ll be automatically redirected back to Zapier. Note: You only need to complete this process once. In the future, you’ll be automatically signed into your account when using the Vendasta Action. Step 5: Entering the Organization ID In this step, you will need to enter the Organization ID, which is a mandatory field. This ID is automatically populated based on the Partner ID or Account ID you used when signing in. Step 6: Trigger In the ‘Trigger’ field, select the type of Automation that you would want to run in the Vendasta CRM. You will be able to search and select the Trigger type from the Dropdown provided. There are five options available Triggered via API Triggered manually for an Account Triggered via API for an Account Triggered manually for an Order Triggered via API for an Order Once you have chosen the Trigger type, please enter the Account ID or Order ID based on the Type of Trigger Chosen.  For Automations Triggered manually for an Account or Triggered via API for an Account enter the Account ID. For Automations Triggered manually for an Order or Triggered via API for an Order enter the Order ID. Step 7: Automation ID  In the 'Automation ID' field, enter the ID of the automation you want Zapier to run in Vendasta when a trigger occurs in an external system, such as Quickbooks. The 'Automation ID' field is a searchable dropdown that lets you find the Automation ID by searching with either the ID or the Automation name. This makes it easier to select the correct automation to run in Vendasta when a trigger occurs in an external system. If you do not see your automation on the list, make sure it has one of the following triggers:  Note: The automation in Vendasta must be turned on for it to be triggered via Zapier. Step 8: Testing the Step Before publishing the Zap, be sure to test the steps in Zapier. This can help identify any missing fields or incorrect data. After testing, a 'Run Automation Successful' message confirms that the Zap is working as expected and ready to be published. 
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