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, and more. Once a business has their accounts connected, they will start to see their business data on the platform and take actions such as responding to reviews. The "Engage with your customers" card links to the most important actions a business can take in their Business App. The links make it easy to navigate Business App as a first-time user. There is a prompt to try an Academy course, where the local business can learn more about digital marketing and the products they have available to them. How will it help me? The Get Started screen will help your first-time users understand Business App and realize the value faster, resulting in increased engagement and recurring usage. Once the business owner has given Business App a try, they are more likely to convert to a paying, long-term customer. Configurability To configure the Get Started page, go to Partner Center > Administration > Customize Business App > Pages > Get Started and uncheck the box to hide this page. If you do not want new clients to see the Get Started tab and page, go to user permissions and remove their access to this tab.  
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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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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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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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Multi-Location Business App Overview

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 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 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. 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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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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Automations in Business App: Review Requesting

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

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

What is it? This powerful new automation step allows users to confidently send SMS messages via Inbox in Business App. How to Use 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. Please note that this action requires Inbox Pro - AI-assisted web chat lead capture.
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Trigger an Automation using Zapier in Business App Pro

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

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