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Contacts in Business App
Contacts in Business App gives your clients a place to manage customer information. It syncs with other products to consolidate customer information into one place.
How are Contacts different from Business App users?
Contacts refer to specific individuals at a company but they do not have access to any part of the platform. Users, however, have access to Business App and can receive notifications from the system, allowing them to access any products that are active for their account (if access is granted).
While contacts and users have limited interaction, these two entities are primarily separate. The occasions where these two are linked are as follows:
Users are created with a corresponding contact when an account is created via the Accounts tab in Partner Center.
If a user is deleted in Partner Center that matches the email address of a contact, the contact will also be removed.
Please note that changing the email address of a contact will disassociate that contact from the Business App user. Additionally, removing a contact will not remove the corresponding user.
Searching Contacts
Business owners are able to search for contacts by their first name, last name, email, or phone number.
Filtering Contacts
Business owners can filter contacts by tags, first name, last name, phone number, email, and more!
Uploading Contacts
Business owners can upload contacts via CSV, with a limit of up to 5MB. During the upload, you will be able to add multiple columns as tags. Currently, there is no specific option to bulk edit contacts, but if you upload a CSV with the same contacts, they will not be duplicated, and will instead be updated with any new information.
Syncing apps
The following apps will automatically sync customer data into the Contact table:
Inbox – When a message is sent or received to a new contact
Customer Voice – When a contact is created in Customer Voice
Website Pro/Standard – When a contact form is submitted on the website
Constant Contact – When a contact is created
Business owners can add, delete, or edit customers to their lists to keep all of their valuable business data organized. Contacts can be created by either first name, last name, phone number, or email. Enter customer information manually or in bulk through the import feature.
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Business App 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
Automations
Marketplace & Store
Executive Report
…and much more.
How to activate
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Email Configuration in Business App
You can review SPF/DMARC/DKIM setup for your client in Business App. Open Business App > Navigate to Settings > Email Configuration.
A red circle with the exclamation point next to a record indicates it has not been verified.
A green circle with a checkmark next to a record indicates it has been verified.
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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 become paying clients.
A complete walkthrough video is available in your client-facing app, Business App, as an onboarding tool. When your prospects or clients enter their app for the first time, they will be prompted to watch the walkthrough video. The video shows them:
Their app’s dashboard features include the marketing funnel, business profile, and customer journey.
A walkthrough of connecting their Google Business Profile, Google Analytics, and Facebook accounts to the app.
A brief introduction of each product (Reputation Management, Local SEO, Social Marketing, Website E-Commerce, Customer Voice, and Advertising Intelligence).
An overview of the Executive Report.
If you’d like to see the video, see this resource article. The first video in this article is what will appear in your clients’ Business App. You can also download and use either video as you wish.
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Switching Locations in Business App
Changing locations or setting a default location in Business App is essential for efficient multi-site management. Business App allows users to oversee all their business locations from one centralized hub, enhancing efficiency and seamless coordination across different sites. Understanding how to switch locations is crucial for managing multi-site operations effectively. How to switch locations
From Business App, select the business name:
Select the three dots next to the desired default location:
Select Make default. This location will now be selected by default when the user accesses Business App.
How to Switch Locations from within Business AppUsers can easily similarly switch their locations.
From the Business App, select their business name.
Select the desired business.
This will take the user to the dashboard for the desired business. If the user is expecting to see a business that is not present, you may need to edit their permissions.
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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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Orders in Business App
Your customers can view their orders in Business App which can help cut down on extra back-and-forth communication. The orders table allows Business App users to see what they've ordered, what they're spending, and any other associated information. This is especially useful for bookkeeping and transparency.
Viewing orders in Business App is easy:
Log in to Business App
Click Orders
From there, users can do a few things:
Click into an order to see the contract start and expiration dates.
Download a CSV of order details
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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 > 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 > Accounts > Manage Users.
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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 Automations in Business App
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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Automation Templates in Business App
What are client templates in Business App Automations?
Great news for our Partner and their client users! We have introduced a new feature that allows users to create automations using templates. This feature will help them save time and streamline workflows.
How do client templates work?
Step 1 - Navigate to Business App > 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?
Yes. Click here for more information.
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SMS Campaigns in Business App
Boost customer engagement with dedicated SMS campaigns or multi-step campaigns combining email and SMS. Whether promoting offers, sending invitations, or requesting reviews, businesses can now efficiently notify customers through targeted SMS campaigns. Previously, only email campaigns were supported in the Business App. Now, users have the flexibility to send both SMS and email campaigns, ensuring timely and impactful communication.
How to use SMS Campaigns in Business App
Step 1 - Activate Campaigns Pro from the marketplace. Note: Make sure not to add any add-ons without Campaigns Pro as the base product.
Step 2 - Add any relevant add-ons based on the business location. SMS Campaigns is only available for the US and Canada. At this time, cross-country sending of SMS is not available. For example, a US business cannot send to a business in Canada.
Step 3 - For any US add-ons, A2P registration is required. Ensure any information submitted through this process is accurate to avoid delays.
Step 4 - For Canadian add-ons, there is no need for A2P registration.
Step 5 - You can start the A2P registration process via Settings > SMS Configuration.
Step 6 - The phone number field is mandatory for the SMS step while the email address for the SMS step is optional.
Step 7 - In order to unsubscribe, users can text STOP, and to resubscribe text START.
Step 8 - Create a Campaign, and select SMS or email.
Step 9 - Click on Add SMS.
Step 10 - Publish the campaign and add recipients. Contacts can be added in bulk by clicking search contacts. This will open the CRM contact table to select in bulk.
The SMS stats can be viewed by clicking on the SMS step.
When the SMS campaign is replied to, it will show in the Business App Inbox!
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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
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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
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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
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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
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Subject: New Executive Report for {Company Name}
Example: New Executive Report for Omega Dental Specialists
Download Example
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Weekly
Subject: New Executive Report for {Company Name}
Example: New Executive Report for Omega Dental Specialists
Download Example
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Subject: New Executive Report for {Company Name}
Example: New Executive Report for Omega Dental Specialists
Download Example
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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
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Subject: Add-on for {Product Name} Activated
Example: Add-on for Reputation Management Activated
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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
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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.
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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
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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
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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
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Listings
When Reputation Management notices one of the following events, the event is included in the Daily Digest:
A new listing is found.
A listing is marked as incorrect.
A listing is updated.
Download Example
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Mentions
When a new mention is pulled into the Mentions tab in Reputation Management, the event is included in the Daily Digest. The following categories are included:
Social Sites—Includes all sites listed under the Social Sites category in Listing Sources. This includes, but is not limited to, Facebook, Foursquare, Instagram, LinkedIn, and Twitter.
Images—Images pulled into Reputation Management that matches one or more of the mention keywords configured.
Very Positive—Mentions that receive a very positive sentiment rating.
Somewhat Positive—Mentions that receive a somewhat positive sentiment rating.
Neutral—Mentions that receive a neutral sentiment rating.
Somewhat Negative—Mentions that receive a somewhat negative sentiment rating.
Very Negative—Mentions that receive a very negative sentiment rating.
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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.
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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
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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
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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
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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
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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
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Advertising Intelligence
Account Connection
If a user’s account disconnects from Advertising Intelligence, the event is included in the Daily Digest.
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Campaign Status
When a user submits a Digital Advertising campaign order, the event is included in the Daily Digest.
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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
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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
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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.
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Update Company trigger in Business App Automations
This powerful new automation step allows SMB users to confidently use when a company is modified event as a trigger:
Name of the trigger in the platform: When a Company is created or modified
How to update the company trigger in Automations
Step 1 - Navigate to Business App > My Business > Automations.
Step 2 - Create an automation with the trigger -
a) When a Company is created or modified
Step 3 - Choose the required fields on the side panel as an additional step to ensure not all Company Updates fire the automation.
Step 4 - Click on the top right to turn on the automation.
Step 5 - Users can also choose the updated field.
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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 Partner Center > Accounts > Manage Accounts > Select [Account]
Click on More > Edit (top right of account page)
Navigate to the Administration tab; under Sales > Select Primary Salesperson
The market can also be changed here if needed.
Click on Save
The Salesperson's profile can be updated under the Sales tab > Salespeople > Click on the Salesperson's name > Add Profile image under Salesperson's Photo.
In the Sales & Success Center, you can also click the Settings cog in the right-hand corner to update the contact information for your account.
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Send SMS via Business App Automations in Inbox
This powerful new automation step allows users to confidently send SMS messages via Inbox in Business App.
How to use SMS via Automations in Inbox
Step 1 - Open Business App > Automations.
Step 2 - Open an automation, or create a new one.
Step 3 - Choose the trigger When a Contact is created.
Step 4 - Choose the SMS step.
This feature offers users the flexibility to send automated SMS messages through their existing inbox.
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How do I remove the onboarding video from the Business App dashboard?
If you do not want the Business App walkthrough video to be displayed to your clients, you can easily disable it by going to Partner Center > Administration > Customize Business App > Get Started, and then unchecking Display Onboarding Video.
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Enable/Disable Guides tab in Business App
Manage the visibility of the Guides tab in the Business App by navigating to the Partner Center > Administration > Customize Business App > Pages > Guides > Enable/Disable Guides > Save.
Note: If you have multiple markets, repeat the same steps for each additional market.
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Data Exporter in Multi-Location Business App
Users of the Multi-Location Business App can export review, listing, or Google Business Profile data to a CSV, to allow flexibility in their workflows, auditing, and internal reporting for many locations.
In the Multi-Location Business App, navigate to “Data Exporter” on the left-hand navigation menu. Once in the data exporter screen, click the data source drop-down to choose between All reviews, Review summary by source, Google Business Profile summary, and Listing data. Once your data source has been selected, click 'export data to CSV.' Filter options allow you to customize the data you want to export.
Configuration
The Data Exporter can be enabled or disabled on a group-by-group basis for all users, by navigating to Partner Center > Accounts > Multi-location Groups > Choose a Group > Features and toggling the feature on or off.
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How to add a notification banner in Business App for all users
You can post a notification banner for all users in a market to see when they log into Business App.
You can use this to announce a promotion, share an important link or video, or give a status update that might be important for all your clients.
How to publish a banner
1) Navigate to Partner Center.
2) Click on Administration > Customize Business App.
3) Go to the Notifications Tab > Global notification banner.
4) Add your message and expiry date. This message will appear for users until they dismiss it or it expires.
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