Showing results for "Business App"

The Business App Home is the primary tab that users land on once they’ve logged in and showcases business data and activity. It features the following sections: Marketing Funnel Recent Activity Business Profile Active Products Users are invited to connect their accounts (Facebook, Google Business Profile, and more) at the top of the screen. This will subsequently connect these accounts to relevant products automatically. In the top right, users can also select a date range for their Marketing Funnel.

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.

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  Automations  Marketplace & Store Executive Report …and much more. How to activate

You can review SPF/DMARC/DKIM setup for your client in Business App. Open Business App > Navigate to Settings > Email Configuration. A red circle with the exclamation point next to a record indicates it has not been verified. A green circle with a checkmark next to a record indicates it has been verified.    

What Is WhatsApp for Inbox?  Businesses can connect their WhatsApp Business account to Inbox, unlocking international communication capabilities. With this feature, businesses can send WhatsApp messages to new leads and existing customers, all while managing customer interactions in one centralized location. Why This Matters For businesses outside the U.S. and Canada, WhatsApp is a preferred communication channel for customers. With this integration, businesses can respond to leads on their customers’ favorite platform, enhancing responsiveness and improving customer satisfaction.   Availability WhatsApp messaging channel is available in Inbox in Business App, for any accounts with either Inbox Pro or AI-assisted Web Chat products active on their account, internationally.   Setting Up the WhatsApp Integration Follow these steps to connect your WhatsApp Business account to Inbox: Navigate to Inbox Settings: In Business App, go to Administration > Inbox Settings. Find the card labeled “WhatsApp Business Messages.” Click “Sign in with Facebook.” Log In to Facebook: A modal will appear prompting you to sign in with your Facebook account.  Allow Social Reputation to connect by clicking “Continue as [Your Name].” Connect Your Business Account: Next, you’ll be asked to connect your account to ‘Digital Agency’. Click 'Get Started.”  Associate a WhatsApp Business Account: Select an existing WhatsApp Business account or create a new one. If you are creating a new one, fill out the necessary details. IMPORTANT NOTE – Add the business’s main phone number to associate with WhatsApp for business. The user can use the assigned Inbox number, if in a country where SMS is supported and the account has been assigned a number (USA/Canada). Verify Phone Number: Temporarily enable call forwarding in Inbox Settings to receive the verification code from Meta by navigating to Inbox Settings > Your SMS/Phone Number > Settings > Temporarily select "Forward the call." Next, in the WhatsApp setup screen, enter the Inbox number, and then choose phone call verification method. You should receive a phone call at your forwarded number, with a code, to prove ownership. Once verified, you can return the call forwarding settings to the original configuration. Complete the Setup: Confirm the app’s ability to connect to WhatsApp on the final confirmation screen. Wait for verification to complete. Once successful, the Inbox settings will show a green ‘connected’ badge. Sending Messages Through WhatsApp Once connected, businesses can send WhatsApp messages to customers using approved message templates. Key Notes: Outbound messages are billed by Meta, not the Business App. If the WhatsApp Business account is new and lacks approved templates, the system will automatically submit one for approval. Additional templates can be created and submitted via the Meta Business Help Center. Enhancing Your Presence on WhatsApp Verified businesses enjoy enhanced features, including: Displaying their business name in WhatsApp chats. Increasing the daily limit for business-initiated conversations (from 250 to 1,000). To verify your business, visit the WhatsApp Manager. Messaging Limits Unverified Businesses: Limited to 250 business-initiated conversations per day. Verified Businesses: Can initiate up to 1,000 conversations daily and access additional features. High-quality messaging practices can lead to increased limits over time. Billing Information Access to WhatsApp through Inbox is included with Inbox Pro and AI-Assisted Web Chat and allows: Unlimited incoming messages. 250 outbound messages per month, with the option to increase to 1,000 after verification. When a business wants to expand beyond their included conversations per month, WhatsApp conversation pricing applies. Learn more and see the rate card. For additional usage, WhatsApp conversation pricing applies and is managed directly within the Meta Business platform. A valid payment method must be added to the Meta Business account. Related Documentation FAQs | WhatsApp Business With this feature, businesses can elevate their customer communication strategy, fostering stronger relationships and boosting efficiency. For more details, visit the Meta Business Help Center. FAQs Q: Can a client connect an existing WhatsApp business account to Inbox, and still use the mobile app? A: Not currently, but in the future WhatsApp is looking to provide better support for this. The feature is called “WhatsApp Coexistence” and is currently in closed beta at WhatsApp. If a business has a WhatsApp for business account on their phone already, they can register a new (second) account for using with Inbox. In the future, we hope to support ‘coexistence’ as well. Q: Why can’t I write an outgoing message? A: WhatsApp business only allows approved templated messages to be cold-sent to users, and there is a small charge for these messages. Once a customer messages the business, you can write custom replies within a 24-hours window. Outside of this window, you can only send approved templated messages. Q: Why did my message fail to send? A: Your template may not be approved. You can check the status of approved templates in https://business.facebook.com/latest/whatsapp_manager/message_templates Q: What will WhatsApp messaging cost me? A: The first 250 (1,000 once verified) conversations each month are free so businesses can start to build experiences their customers will love. When they’re ready to expand beyond 1,000 conversations per month, Meta's conversation pricing applies. Learn more and see the rate card.

Changing locations or setting a default location in Business App is essential for efficient multi-site management. Business App allows users to oversee all their business locations from one centralized hub, enhancing efficiency and seamless coordination across different sites. Understanding how to switch locations is crucial for managing multi-site operations effectively. How to switch locations  From Business App, select the business name: Select the three dots next to the desired default location: Select Make default. This location will now be selected by default when the user accesses Business App. How to Switch Locations from within Business AppUsers can easily similarly switch their locations. From the Business App, select their business name. Select the desired business.  This will take the user to the dashboard for the desired business. If the user is expecting to see a business that is not present, you may need to edit their permissions.  

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 become 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: Their app’s dashboard features 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.  

The Multi-Location Business App is available to Vendasta Partners on certain subscription tiers.  Insights on all your businesses, in one place. Multi-Location Business App is a roll-up of Reputation, Listing, Google Business Profile, Social, and Advertising analytics to allow Brand Managers to monitor and improve their franchise’s online SEO. Multi-Location supports the ability to oversee thousands of franchise locations, giving your team the ability to quickly organize important digital marketing metrics so you can easily see how all your locations are doing compared to each individual location. See the big picture with insights: Custom date picker, to compare current performance to the previous period. Visualize data in trendlines, sortable tables, and interactive maps. Filter by geographic region. Find the outliers: Each business is given a comparative grading, against other businesses in the brand. Colors indicate the best and worst performers, allowing you to identify outliers. Use table sorting and filters to find successes and issues. Quickly access common workflows: Respond to and manage reviews for all locations. Manage and correct listings for all locations. Drill down into single locations to access products, view account details, and examine the single-location executive report. Create and publish Facebook posts for multiple locations in one go. Currently supported metrics: Reviews (requires ‘Reputation Management’ for each location) Listings (requires ‘Reputation Management’ or ‘Listing Sync Pro’ for each location) Google Business Profile (requires free authentication for each location) Social Posting (requires 'Social Marketing' for each location) Advertising (required 'Advertising Intelligence' for each location) Note: For accounts that don’t have Reputation Management or Listing Sync Pro enabled, Reputation and Listing Data can also temporarily be pulled in for 7 days by running a Snapshot Report for each location. How to set up Multi-Location Business App To begin, you first need to create a Multi-location Group - there are 2 ways to do this.       A) In the Partner Center > Navigate to the Businesses tab > Multi-location Groups; click on the Create Group button Enter the Group Name, Market(if applicable), and Location > Click on Create Group Click on Add accounts > Click on the + sign next to each of the accounts you intend to add to the new Group (there's an option to also create Sub-groups) Note: If you want to create sub-groups, you will need to create at least one sub-group before adding accounts to the Multi-Location Group. If no sub-group has been created, then the option for creating sub-groups is not available after adding accounts.      B) Start by creating a list of all the businesses you’d like included in this Group: In Partner Center > Businesses > Accounts, use the search or the filters to narrow the results down to the businesses you want to add to the list. Then select the button labeled Add x to List at the top right, and create a new list. You can also add businesses one at a time, by selecting ⋮ next to the Account and then, “Add to List”. Next, when your list is ready, create a Group from the list: In Partner Center > Businesses > Lists, select the ⋮ on the list you’ve created, and then choose “Create Multi-location Group” Decide on a name (This name will appear in Business App to all users) and choose to organize by geographic region, unless you’ve set up specific tags for each location and would like to have sub-groupings based on tags. Give users access to view Groups in Multi-location Business App In Partner Center > Businesses > Users, find (or create) the user you’d like to grant access to. Select the ⋮ on that user, and choose “Edit Permissions” At the top of the Permissions page, select the second tab called “Groups” Select the “Add Group” button on the right. Select ➕ on all groups this user should have access to, so they become ✅ TIP: Create yourself as a user, and give yourself access to all Groups you’ve created, to make it easy to log in and review them in the future. Note: Associating a user with a group will grant them access to all products enabled for a business in that group. View Multi-Location Business App at any time by impersonating a user that has been granted access to a Group.  To impersonate, find a user in Partner Center > Businesses > Users, select the ⋮ and choose “impersonate”  (You can also tap ‘/’ on your keyboard while in Partner Center to quick search for a user to impersonate) Your clients can view it by logging into Business App, once they’ve been granted permission. Once logged into the Business App, in the top left, choose “Switch Locations” to navigate from the single-location Business App to the Multi-location Business App. Select the Group. You’ve made it! 

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: Click into an order to see the contract start and expiration dates. Download a CSV of order details

Opportunities in Business App allow you to manage potential revenue and track your sales progress, helping you connect opportunities to various CRM records, such as contacts and companies. This streamlined approach keeps your sales pipeline organized and provides a clear overview of your business's potential growth. Where to Find Opportunities To access your Opportunities, go to CRM > Opportunities in Business App. From here, you'll land on the Pipeline View, where opportunities are organized by stage, providing a quick snapshot of your current sales pipeline. Pipeline View Features The Pipeline View offers several ways to manage and visualize your opportunities: Set Up Your Pipeline: If you haven’t created a pipeline yet, click Set up a pipeline to start.  Drag & Drop: Move opportunities between stages to track their progression seamlessly. Search & Filter: Find specific opportunities quickly using search and filter options. List View If you prefer a different layout, switch to List View by clicking on the "List" icon. In this view, you can: Customize Visible Data: Choose which data fields appear in the Table View by configuring columns. Sort, Search & Filter: Sort opportunities by expected close date or apply filters. Bulk Actions: Perform bulk updates for multiple opportunities at once. Opportunity Profile Page Clicking on an opportunity opens its Profile Page, where you can see details such as the opportunity timeline and associated contacts and companies. Activities logged against an opportunity are automatically linked to the associated contacts and companies, keeping your CRM records synchronized. Creating an Opportunity Manually Create an Opportunity Go to CRM > Opportunities. Click Create Opportunity in the top-right corner. Fill in the details and click Create. Automate Opportunity Creation Automatically create opportunities when specific conditions are met using automation. For example, you can set up automation to create a new opportunity whenever a lead is captured. Editing an Opportunity Opportunities can be edited from both the Profile Page and the Table View. From the Profile Page: Go to CRM > Opportunities and select the opportunity. In the left panel, click on the field you want to edit. Make your changes, then click outside the field to save. From the Table View: Go to CRM > Opportunities and switch to Table View. Click the action menu beside the opportunity. Select Edit Opportunity, make your updates, and click Save. Closing an Opportunity There are several ways to close an opportunity: Pipeline View: Drag the opportunity to the Closed Won or Closed Lost column. Profile Page: Select an opportunity, then click Closed Won or Closed Lost at the top. Stage Update: Open the opportunity profile, click on the Stage dropdown, and select Closed Won or Closed Lost.  Q&A Q: What currency is used for opportunity amounts? A: Opportunity amounts follow the currency set in your Business App. Q: How can I create a pipeline for my opportunities? A: Go to CRM > Opportunities and, if needed, click Set up a pipeline to begin. Q: Can I automate the creation of opportunities? A: Yes, automations can create opportunities based on set conditions, such as capturing a new lead. Q: How do I close an opportunity? A: Use the Pipeline View, Profile Page, or Stage dropdown to mark an opportunity as Closed Won or Closed Lost. Q: Can I link an opportunity to multiple contacts or companies? A: Opportunities can be linked to several contacts and companies. Logged activities on the opportunity are automatically associated with these linked records.

Partners can customize Business App and use their own preferred name by going to Partner Center > Administration > Customize Business App > Branding > Rename Business App > Save.    

The login URL for Business App users can be found under Partner Center > Accounts > Manage Users.  

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 Automations in Business App This is available to all businesses and can be be found in Business App > 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 tab of the automation.

What are client templates in Business App Automations? 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 do client templates work?  Step 1 - Navigate to Business App > 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? Yes. Click here for more information.

Boost customer engagement with dedicated SMS campaigns or multi-step campaigns combining email and SMS. Whether promoting offers, sending invitations, or requesting reviews, businesses can now efficiently notify customers through targeted SMS campaigns. Previously, only email campaigns were supported in the Business App. Now, users have the flexibility to send both SMS and email campaigns, ensuring timely and impactful communication. How to use SMS Campaigns in Business App Step 1 - Activate Campaigns Pro from the marketplace. Note: Make sure not to add any add-ons without Campaigns Pro as the base product. Step 2 - Add any relevant add-ons based on the business location. SMS Campaigns is only available for the US and Canada. At this time, cross-country sending of SMS is not available. For example, a US business cannot send to a business in Canada.  Step 3 - For any US add-ons, A2P registration is required. Ensure any information submitted through this process is accurate to avoid delays.  Step 4 - For Canadian add-ons, there is no need for A2P registration. Step 5 - You can start the A2P registration process via Administration > SMS Configuration.  Step 6 - The phone number field is mandatory for the SMS step while the email address for the SMS step is optional.  Step 7 - In order to unsubscribe, users can text STOP, and to resubscribe text START. Step 8 - Create a Campaign, and select SMS or email. Step 9 - Click on Add SMS. Step 10 - Publish the campaign and add recipients. Contacts can be added in bulk by clicking search contacts. This will open the CRM contact table to select in bulk. The SMS stats can be viewed by clicking on the SMS step. When the SMS campaign is replied to, it will show in the Business App Inbox! 

Business App sends emails to your customers to notify them of recent activity and update them on their progress. These emails sent on your behalf, are personalized to reflect your company's branding and custom product names. This article provides samples of these notifications for you to preview. Channel Partners control what Business App email notifications are enabled by default for their customers. Also, these customers can modify their notifications on the Business App by navigating to Settings > Notification Settings. Email types Instant Email (when available) Daily Digest Email content Business App Welcome to Business App Executive Report Email Activation File Upload Reputation Management Review Review Response Review Response Approval Listing Mention Social Activity Social Marketing Agent Post Customer Post Lead Post Notice Social Calendar Advertising Intelligence Account Connection Campaign Status Website Pro Domain Status WordPress Mail  Email types Instant Email (when available) Instant Emails are delivered to recipients as soon as our system registers one of the events listed below (if applicable). These emails allow your customers to respond quickly to important events, such as new reviews and comments. Instant Emails are sent for the following events: Business App Activation File Upload Inbox Messages Reputation Management Review Review Response Review Response Approval Social Marketing Customer Post Lead Post Notice Social Calendar Website Pro Domain Status Order Notifications WordPress Mail Refer to the corresponding sections to view previews of these emails. Daily Digest Daily Digest emails provide a summary of the following events that occurred the previous day: Business App File Upload Inbox Messages Reputation Management Review Listing Mention Social Marketing Agent Post Customer Post Lead Post Notice Social Calendar Advertising Intelligence Account Connection Campaign Status Website Pro Domain Status Order Notification WordPress Mail Click the link below to download an example Daily Digest that includes all of the possible sections, for reference purposes. NOTE: Users likely won't receive emails this long—Daily Digests usually only include 1-2 sections. Download Daily Digest Example ^ Back to top Email content Business App Welcome to Business App Welcome Message (New User Creation) When you create a new Business App user in Partner Center, you can select whether to send a Welcome Message to that user. The following email is an example of the Welcome Message. In the Create User form, you can enter a personalized message to appear at the top of the email. Subject: Welcome {First Name} to the {Sender Company Name} {Business App Name} Example: Welcome Erica to the Cloud Fire Business App Download Example ^ Back to top   New User Welcome email campaign This email is distinct from the Welcome Message (above), and both emails could be sent to your customers. To avoid this, you can choose not to send a Welcome Message when you create a new Business App user, or you can change your Onboarding Campaign preferences. By default, a New User Welcome (Product Adoption) Onboarding Campaign is sent to Business App users the first time they log in to Business App. The following is an example of this campaign. Subject: Welcome to {Business App Name} Example: Welcome to Business App Download Example ^ Back to top   Executive Report Email The Executive Report is your customers' single source of truth for the state of their online presence. By default, automated Executive Report emails are sent to Business App users who: Are associated with an account that has active products that push data to the report, or Have linked and authenticated a Google Business Profile or Advertising Intelligence account. You can choose whether users receive Weekly or Monthly email notifications for the Executive Report. Learn more Monthly Subject: New Executive Report for {Company Name} Example: New Executive Report for Omega Dental Specialists Download Example ^ Back to top Subject: New Executive Report for {Company Name} Example: New Executive Report for Omega Dental Specialists Download Example ^ Back to top Weekly Subject: New Executive Report for {Company Name} Example: New Executive Report for Omega Dental Specialists Download Example ^ Back to top Subject: New Executive Report for {Company Name} Example: New Executive Report for Omega Dental Specialists Download Example ^ Back to top   Activation This email is sent to a user when you activate a product or add-on for them. Subject: {Product Name} Activated Example: Reputation Management Activated Download Example ^ Back to top Subject: Add-on for {Product Name} Activated Example: Add-on for Reputation Management Activated Download Example ^ Back to top File Upload This email is sent to a user when you upload a file for them. The event is also included in the Daily Digest. Subject: New File Upload for {Customer Name} Example: New File Upload for Omega Dental Specialists Download Example ^ Back to top   Inbox Message Received This email is sent whenever your client receives a message from one of their customers by using Inbox for SMS messages or when they receive a message from an administrator via Inbox in Partner Center.   Note: Inbox message notifications from the AI web chat will only be generated if the customer provides their name and contact information. If the message is sent as "Anonymous," no notifications will be sent to the Business App users.   ^ Back to top Reputation Management Review This email is sent to a user when Business App pulls in a new review for their business. The email contains the contents of the review. The event is also included in the Daily Digest. Subject: New Review for {Company Name} Example: New Review for Omega Dental Specialists Download Example ^ Back to top   Review Response This email is sent to a user when you post a review response on their behalf. Subject: New Review Response for {Company Name} Example: New Review Response for Omega Dental Specialists Download Example ^ Back to top   Review Response Approval This email is sent to a user after you have written a review response on their behalf, and they have arranged to approve or request changes to the response before it’s published. Subject: New Review Response Approval for {Company Name} Example: New Review Response Approval for Omega Dental Specialists Download Example ^ Back to top   Listings When Reputation Management notices one of the following events, the event is included in the Daily Digest: A new listing is found. A listing is marked as incorrect. A listing is updated. Download Example ^ Back to top   Mentions When a new mention is pulled into the Mentions tab in Reputation Management, the event is included in the Daily Digest. The following categories are included: Social Sites—Includes all sites listed under the Social Sites category in Listing Sources. This includes, but is not limited to, Facebook, Foursquare, Instagram, LinkedIn, and Twitter. Images—Images pulled into Reputation Management that matches one or more of the mention keywords configured. Very Positive—Mentions that receive a very positive sentiment rating. Somewhat Positive—Mentions that receive a somewhat positive sentiment rating. Neutral—Mentions that receive a neutral sentiment rating. Somewhat Negative—Mentions that receive a somewhat negative sentiment rating. Very Negative—Mentions that receive a very negative sentiment rating. Download Example ^ Back to top   Social Activity This email is sent to a user when a social post is left on one of their business's connected social media accounts. The email includes the following sub-categories: My Profile—Posts made to the business's connected social media accounts. Employee Profiles—Posts made via an employee's Twitter account connected in Reputation Management. ^ Back to top   Social Marketing Agent Post When you schedule a post for a user on one of their connected social media accounts, the event is included in the Daily Digest. Download Example ^ Back to top   Customer Post This email is sent to a user when Social Marketing detects a post left on one of their connected social media accounts. The event is also included in the Daily Digest.Note: Emails will only be sent when a customer creates a post. Users will not receive an email notification for customer comments and/or replies to posts. Subject: New Customer Post for {Company Name} Example: New Customer Post for Omega Dental Specialists Download Example ^ Back to top   Lead This email is sent to a user when Social Marketing detects a social media post that matches one of the lead searches they have configured. The event is also included in the Daily Digest. Subject: New Lead for {Company Name} Example: New Lead for Omega Dental Specialists Download Example ^ Back to top   Post Notice This email is sent to a user when one of their social media posts has failed. The event is also included in the Daily Digest. Subject: New Post Notice for {Company Name} Example: New Post Notice for Omega Dental Specialists Download Example ^ Back to top   Social Calendar This email is sent to a user when a social calendar has been drafted and is ready for their review. The event is also included in the Daily Digest. Subject: New Social Calendar for {Company Name} Example: New Social Calendar for Omega Dental Specialists Download Example ^ Back to top   Advertising Intelligence Account Connection If a user’s account disconnects from Advertising Intelligence, the event is included in the Daily Digest. Download Example ^ Back to top   Campaign Status When a user submits a Digital Advertising campaign order, the event is included in the Daily Digest. Download Example ^ Back to top   Website Pro Domain Status This email is sent to a user when a new domain has been connected in Website Pro. The event is also included in the Daily Digest. Subject: New Domain Status for {Company Name} Example: New Domain Status for Omega Dental Specialists Download Example ^ Back to top   WordPress Mail This email is sent to a user when a new visitor is on their Website Pro website. The event is also included in the Daily Digest. Subject: New Visitor Notification for {Company Name} Example: New Visitor Notification for Omega Dental Specialists Download Example ^ Back to top Order Notifications The order notifications are sent as an instant email to the user once an order has been placed on their website through WooCommerce for a product or service.   ^ Back to top    

What is it? A business can send and receive messages with leads and customers through WhatsApp, by connecting their WhatsApp Business account to Inbox - which opens up international communication for Inbox, including the ability to respond to web chat leads to a customer's WhatsApp number. Availability This feature is available internationally, for accounts that have Inbox Pro active.     How to set up WhatsApp in Business App For an account with Inbox Pro active, go to Business App, then go to Administration > Inbox Settings and find the connection card for WhatsApp Business Messages. Click Sign in with Facebook. A new modal will appear to sign in with your Facebook account. Once logged in, you’ll be asked to allow Social Reputation to connect. Click Continue as [Your name].  Next, you’ll be asked to connect your account to ‘Digital Agency’. Click Get Started. Next, choose an existing Business portfolio (or create a new one) for the business you wish to connect WhatsApp to. Fill out the business name, website, and country. Choose a WhatsApp business account to associate, or create a new one. Fill out the details of the business when creating a new account: PLEASE NOTE – Add the business’s main phone number to associate with WhatsApp for business. The user can use the assigned Inbox number, if they are in a country where SMS is supported and the account has been assigned a number (USA/Canada). HOW TO VERIFY OWNERSHIP OF THE INBOX NUMBER: First, in Inbox settings, go to Your SMS/Phone Number and go to Settings then select (temporarily) Forward the call and enter your personal number, so you can receive the call wit the verification code from Meta. (Once the number is verified you can return this setting to how it was before) Next, in the WhatsApp setup screen, enter the Inbox number, and then choose a phone call verification method. You should receive a phone call at your forwarded number, with a code, to prove ownership. Once verified, make sure to return the call forwarding settings to whatever is best for the business. Confirm the app’s ability to connect to WhatsApp on a final confirmation screen: Wait for verification to complete. Once successful, you will see a final confirmation screen detailing how many messages the business can send and receive:  The modal will close. After a few moments you’ll see a final confirmation inside Inbox settings that confirms the WhatsApp is connected to Inbox, with a green ‘connected’ badge.   How to send messages Once WhatsApp is connected, a business can initiate conversations with customers using only approved templates. NOTE: The business will be charged for these outbound messages above the monthly included amount (250 or 1000) through Meta (not Business App). See billing details, below. Once a customer replies to the business, the business can send any messages for up to 24-hours since the customer's last message. If a WhatsApp Business account was just created, and has no approved templates, we automatically submit a message template for approval in many supported languages (see screenshot) – but note: it may take a few minutes or even hours, up to one day for a template to be approved. Users can create and submit more templates for approval using the WhatsApp for business portal. Create Message Templates for Your WhatsApp Business Account | Meta Business Help Center     How do I show my business name in WhatsApp chats with customers? A business can become verified from https://business.facebook.com/latest/whatsapp_manager/ which unlocks more features for businesses messaging in WhatsApp, including more business-initiated conversations per day (from 250 to 1000) and the ability to show their business name in conversations. Messaging Limits Unverified businesses can only initiate 250 conversations per day. To send more, a business can demonstrate high quality messaging over time, or verify their business inside the Facebook business platform. Go to https://business.facebook.com/latest/whatsapp_manager/ to view this screen: How is WhatsApp billed? Access to WhatsApp is limited to paying Inbox Pro products. This includes free unlimited incoming messages, and 250 cold-outbound messages per month (which can be increased to 1000 per month through WhatsApp verification) When a business wants to expand beyond their included conversations per month, WhatsApp conversation pricing applies. Learn more and see the rate card. WhatsApp billing for conversations is managed within Meta Business platform directly. The business will need to add a valid payment method to their Meta Business account to take advantage of all messaging features. https://business.facebook.com/latest/whatsapp_manager/   Troubleshooting Issue: Sent messages or templates is not working, and they are undelivered. Possible solution: Make sure a valid payment method and business address are added to your WhatsApp business account, at https://business.facebook.com/latest/settings/whatsapp_account. If either of these are not set, WhatsApp will not deliver messages.     Related Documentation FAQs | WhatsApp Business   Q&A Q: Can a client connect an existing WhatsApp business account to Inbox, and still use the mobile WhatsApp app? A: Not currently, but in the future WhatsApp is looking to provide better support for this. The feature is called “WhatsApp Coexistence” and is currently in closed beta at WhatsApp. If a business has a WhatsApp for business account on their phone already, they can register a new (second) account for using with Inbox. In the future, we hope to support ‘coexistence’ as well.   Q: Why can’t I write an outgoing message? A: WhatsApp business only allows approved templated messages to be cold-sent to users, and there is a small charge for these messages. Once a customer messages the business, you can write custom replies within a 24-hours window. Outside of this window, you can only send approved templated messages.   Q: Why did my message fail to send? A: Your template may not be approved. You can check the status of approved templates in https://business.facebook.com/latest/whatsapp_manager/message_templates. You may also need to add a payment method or missing business address to your WhatsApp business account.   Q: How do I edit my templates? A: You can change your default template in WhatsApp for business directly, here – but be careful: https://business.facebook.com/latest/whatsapp_manager/message_templates. Warning: Do not delete the template; you also must include the {{1}} and {{2}} dynamic fields and cannot add or change these variables at this time.   Q: What will WhatsApp messaging cost me? A: The first 250 conversations (expanded to 1,000 conversations for Meta-verified businesses) each month are free so businesses can start to build experiences their customers will love. When they’re ready to expand beyond 1,000 conversations per month, our conversation pricing applies. Learn more and see the rate card.

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 update the company trigger in Automations 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.

The contact information and image that appears in the bottom left-hand corner of the Business App displays:  a) the contact name of the assigned salesperson (otherwise, it will show as 'Contact Us' if the account is unassigned). b) Profile photo of the assigned Salesperson if they have added one to their profile (otherwise, it will show a keyboard image as a default). c) And lastly, the name of the market the account is assigned to.   ​ Watch Walkthrough Video To customize the 'Contact Us" button for accounts that will not have an assigned salesperson, follow these steps: Go to Partner Center > Administration > Customize From here you will select Market > the market you are going to edit On this page, you will then click the Email Settings drop-down Scroll down to Required Contact Information for Campaigns Select if you want to use the Partner's Contact Information or Market's Contact Information Add the email you wish to the Contact Us emails to be sent Click on Save   To customize the 'Contact Us' button for a salesperson, follow the steps below: Go to Partner Center > Accounts > Manage Accounts > Select [Account]  Click on More > Edit (top right of account page) Navigate to the Administration tab; under Sales > Select Primary Salesperson The market can also be changed here if needed. Click on Save The Salesperson's profile can be updated under the Sales tab > Salespeople > Click on the Salesperson's name > Add Profile image under Salesperson's Photo. In the Sales & Success Center, you can also click the Settings cog in the right-hand corner to update the contact information for your account.

This powerful new automation step allows users to confidently send SMS messages via Inbox in Business App. How to use SMS via Automations in Inbox Step 1 - Open Business App > Automations.  Step 2 - Open an automation, or create a new one.  Step 3 - Choose the trigger When a Contact is created. Step 4 - Choose the SMS step.  This feature offers users the flexibility to send automated SMS messages through their existing inbox.