Showing results for "Business App"

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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, QuickBooks, 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. Your clients have the ability to connect their QuickBooks account. Connecting a QuickBooks account delivers immediate value as it shows the user that they can monitor multiple business operations from one place. Below the QuickBooks connector card is the Customer Journey to give your clients an understanding of how customers discover their business, and how they can win at each stage of the customer journey. 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: 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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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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Recommendations in Business App

Recommendations to users of the 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 the 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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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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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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Where do I find my Business App URL?

The login URL for Business App users can be found under Partner Center > Businesses > Users.
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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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Set Business App tab permissions on/off by default

Partner Center admins can configure which pages (or tabs) they want their customers to see on the Business App side panel. This can be customized at either the partner default or market level. What is it? The customization settings in our platform have been improved so Partner Center admins can specify which tabs they would like existing and new clients to see in the business App when logged in. You can choose which pages your clients have access to from the tab settings in Partner Center. They can be checked or unchecked without having to go through the hassle of doing this individually for every user. How does it work? From Partner Center > Administration > Customize > Business App Settings > Tab Settings  Select which tab you want to enable or disable Apply changes  
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Examples of Business App email notifications

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.   ^ 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   Listing 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   Mention 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    
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How can I check that a Business App account has proper SPF/DKIM/DMARC records set up?

You can review SPF/DMARC/DKIM setup for your client in the Business App. Open Business App > Navigate to Settings > Email Configuration tab. 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. NOTE: the above "email configuration " option is only available under those accounts which has the customer voice product activated as there is option to customize the "send from" email in order to send out emails to customers from the domain name email address.  
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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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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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Customize the "Contact Us" button in Business App

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 the Partner Center > Businesses > 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.     Walkthrough Video  
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Why can't I pin a product to the navigation panel of Business App?

Products with dashboards can be pinned to the navigation panel in Business App. In the example above, a custom product was not set up with a URL to direct the user when they click on it. If the product does not have an associated link, the product card is only visible as a piece of information and can't be pinned. Read this resource to learn how to add a link to your custom product.  
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Business Profile in Business App

The Business profile page is an important component of a business's digital presence. It allows you and your clients to update all of their relevant business information such as hours, location, and phone number, and keep that information in sync across the platform, and the web. How do I access the Business Profile Page? The Business Profile page is in the top-level navigation menu so it will be visible and easily accessible anytime while using Business App. Once your clients log in to their Business App account, they can access it easily from the navigation bar in “My Business,” as shown below.     Business Profile stays in sync across products. The Business Profile is also accessible from other products if they are active on the account, and editing the profile in one place will update it everywhere. Local SEO Reputation Management It’s also connected to the account in Partner Center and Sales & Success Center, and editing it there will keep the business profile up to date.
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Configure Business App

We work hard to make the Business App as user-friendly and helpful as possible. There may be cases where you'd like to tailor the experience. You can do so via a few configuration options: Access configuration options Configuration options Business App name Business App settings Executive Report Tab settings Display your own guides New user campaign Let your clients invite other businesses to Business App Other options Access configuration options Most Business App settings can be changed in Partner Center > Administration > Customize Business App.  In the top right-hand corner, you can filter by Market. By default, you'll land on the All Markets filter. Any changes made here will be applied to all markets. If you want a unique experience for a single market, however, you can change to a specific market using the drop-down.  Configuration options Business App name One of the most common changes partners wish to make is to change the name of the Business App. This name shows to any users that log in to Business App, and changing this can make Business App feel like a true extension of your company. To update the Business App name: Go to Partner Center > Administration >Customize business app > Branding Replace Business App with the name of your choice. Click save Business App settings The following settings will be found under Partner Center > Administration > Customize Business App > Executive Report  Executive Report The Executive Report is a powerful tool to show proof of performance to your clients. It also allows them to focus their efforts on what matters most. If you haven't, we recommend familiarizing yourself with the report before making changes. You can learn more via the Executive Report Overview article. For configuring the report, you have the following options: Rearrange Sections - This allows you to re-order the sections of the Executive Report. Show This Page - Toggles the Executive Report page on or off in Business App. Show Review Grade Card in Executive Report for clients- Turns the "Review grade" card in the Executive Report on or off. Show card that encourages users to connect to Google Search Console - Turns the "Google Search Console" card on or off. 'Show This Page' Settings Here, you can select which tabs appear to your Business App users. This option exists for the following sections: Get Started  Dashboard  Recent Activity  Inbox Messages Customers  Executive Report  My Products  Store  Business Profile Projects My Meetings  Guides  Files Orders Invoices Connections Display your own guides You can also display your own guides in Business App. (Provided the Guides tab is enabled.) Learn more via the Add your own guides to Business App article.   New Customer Experience Toggle on or off the onboarding campaign to send to new users who have logged into the Business App for the first time. (Administration > Customize Business App > Notifications) Learn how to create your own campaign.     Let your clients invite other businesses to the Business App Under the Add Your Clients heading in the Cuztomize Business App Settings, you can set up the ability to provide an invite link to clients. For full details, see the Allow your clients to invite other businesses to the Business App article. Other Options There are a few other options you can set: Display your logo in the footer of navigation - Toggles where the logo you've uploaded will show in the navigation side panel. (Administration > Customize Business App > Branding.) Global notification banner - This allows you to set a message that will appear at the bottom of the Business App. You can set an expiration date so the message will disappear eventually. This is especially useful if you need to inform your customers of a sale, or if your office will be closed for an extended period of time. (Administration > Customize Business App > Notifications.) 
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Business App Dashboard

The Business App Dashboard 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.
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