Showing results for "Business App"

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Business App: Get Started Page

Onboard your Business App users easily with the Get Started Page! 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 regular Business App dashboard. The Get Started page will still appear in a tab in the left-hand navigation. What does it look like? 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 manage 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 Settings and uncheck the boxes of any cards you want to disappear. 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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Business App Product Links

I would like to request a change to the Business App Product Links in the Sidebar Menu. It would be very beneficial when those links would be changed to open in another tab rather than in the same tab as it is now. We experienced that customers have been confused and couldn't find the straight way back to the Dashboard itself. Clicking on a product and opening another tab would provide a much better and less support intense user experience.
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Content Management in business app

Hey Team, have we considered allowing SMBs to be able to upload files into the Business App? Or a seamless way to manage content/digital assets between Partner and SMB?
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Custom links in Business App

Being able to provide custom links in the Business App would be a huge way to increase engagement from clients. It’s just one more way to becoming their one-stop-shop for everything For example: Links to external reports or spreadsheets Links for client support resources Links to the agency’s website
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Recommendations in Business App

Recommendations to users of Business App helps 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 contains one or two links to either use the feature, see available solutions in your store, or learn more about it. Recommendations will be on by default for all users, and can be disabled on a market-by-market case, if you desire.  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.) Recommendations Category Recommendation Primary CTA Business App Take a look at your Executive Report to find out how you're doing online. View Executive Report Listings Update your hours of operation so customers know when you're open for business. View now Listings Ensure your business information is accurate across the web. Review now Listings Nearly 25% of listings on the internet contain business name errors, resulting in lost sales. Is your listing information correct? Review my listings Reputation 92% of consumers are positively influenced to purchase from a business after reading a trusted review. Reach out to your customers to boost your reputation. Send review request Reputation 97% of consumers factor customer reviews in their decision to buy from a business. Take a look at your most recent ones. Manage reviews Reputation Generate more reviews to boost your star rating and increase the amount of customers that walk through your door. Send review request Reputation Responding to your positive reviews can encourage repeat visits to your business. Check out your recent reviews to improve your online reputation. See reviews Reputation 92% of all consumers are less likely to buy from a business without customer reviews. Start generating more reviews. Request reviews Social Access millions of royalty-free images for your social media posts, boosting your engagement. Why not make a post now? Make post Social Grow your social media presence by easily scheduling posts to Google and Facebook simultaneously. Save time by scheduling posts today. Schedule post Social Plan your social media posting schedule with the social calendar. Social calendar Social The average person spends over 2 hours on social media per day. Posting frequently is a great way to reach them. Compose post Website Set up your free website. Create My Listing Website Sell your products and services online, with an e-commerce enabled website View Solution Advertising See how your ad campaigns on Google and Facebook are performing. Connect now   How do I use it? Recommendations will appear automatically in Business App, for your clients / users.  If you do not want recommendations to appear to your users, you can turn this setting off via Partner Center > Customize > Business App > Recommendations  Can recommendations be customized or edited? Not at this time. This release includes a curated set of recommendations, that have been handcrafted to help SMB users find value throughout the Business App, and use the tools they have available to them. In future versions, we will be giving partners ability to configure and customize recommendation content and links.  See a demo video of recommendations in Business App here!
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Customer Communication in Business App

I think it would be beneficial to our clients if we could somehow make the Customers Tab operate as a lightweight CRM, allowing them to input important data and function similar to SSC. This should allow them to schedule meetings, send emails, track conversations and in the future ad automation or tasks for themselves.
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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 > [choose a market if applicable] > Business App Settings > Name. Type the new name, then click Apply Name.  
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Customers to manage their Business App users

Just ran into an issue in which a client's new Team member invitation wasn't received by email. So they tried to find where to confirm the new user account, so they could manually create the password but it was nowhere to be found - just the blank "Invite team member" page...until I realized all users are managed that from the PARTNER level "Users" page. Ary reason why customers can't manage their own users? Seems like an unnecessary task for Partners to have to deal with. Sure, it'd be nice for partners to have master access, but would be helpful for customers to be able to manage themselves :) At least in the meantime, instead of just a blank page and no indication that the user invite actually went through, explain to Biz App user that user mgmt needs to be done by partners.
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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, including the marketing funnel, business profile, and the 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, Listing Builder, 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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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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Multi-Location Business App Overview

The Multi-Location Business App is available to Vendasta Partners based on your current subscription tier.  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 setup 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. 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. 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 Business App, in the top left, choose “Switch Locations” to navigate from the single-location Business App to Multi-location Business App. Select the Group. You’ve made it! 
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Feature Request - Integrate non vendasta products into Business App

I think it would be great to have the business app dashboard with a spot to add any random tool the client has. Basically just a spot for a linked image to their other tool so they see it in the dashboard and can click on it and just get redirected to the other tool. So they have the business app as 'everything in one place' from a central point
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Orders table in Business App

The orders table in Business App can help cut down on extra back-and-forth communication. This 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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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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Business App: Add your own custom guides

You can now add your own custom guides to the Guides section of the Business App using a 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 does it work? 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? 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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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 campaign is only available for partners with a Basic, Pro, or Enterprise subscription. 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?

There's an area where 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.    
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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 Settings, then uncheck '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 Administration tab > Customize > Business App Settings; under Tab Settings > Enable/Disable 'Display Guides Tab'. If you have multiple markets, repeat the same steps for each additional market.
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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 display: 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, 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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