Showing results for "Business App"

The Invoices tab in Business App gives your clients the ability to view, download, and pay for invoices if you use Vendasta Payments. By clicking on any invoice, they will be able to see the details, enter their credit card, and make a payment. By clicking the ⋮ in line with their invoice, they can also view receipts or download their invoice. To learn more and start invoicing your clients through the platform, read up on Vendasta Payments and start to create and send invoices.

As a Partner Center admin, there may be times you need to know what a user will see when logging in to Business App. To do so, you can impersonate that user using one of the following options. Watch Walkthrough Video Option 1: Impersonate a user If you want to only see exactly what a user sees, you can impersonate that user. This can be done in two ways: From the "Users" tab From Partner Center > Accounts > Manage Users, click   next to the User you wish to view Business App as. From "Manage Accounts" There are two ways to access Business App from the Manage Accounts page. Go to Partner Center > Accounts > Accounts and click on an account the user has access to. Under the "Users" heading, click  next to the user you wish to view Business App as. Click Impersonate. Option 2: Access Business App as an admin You can access Business App as an admin via the following. Note: Accessing Business App in these ways will bring you into Admin view. This allows you to navigate between all the accounts you have access to. This may not be representative of the accounts the user can see. From "Manage Accounts" Go to Partner Center > Accounts > Accounts. Click  next to the account you wish to view Business App for. Click Open Business App. From "Account Details" Go to Partner Center > Accounts > Accounts. Click on an account. Click Open Business App. Video Walkthrough

Configuring User Permissions Granting User Access to an Account Revoking User Access to an Account Setting Product Access for a User Granting User Access to a Multi-Location Group Sometimes, you may find it necessary to restrict a Business App user's access to certain accounts or features. You may wish to do so for the following reasons: A regional manager should only see the stores they manage. A website developer should only have access to website products and not other aspects of the company's business. A single business owner needs to only see their account. Configuring User Permissions Method 1: From Partner Center > Accounts > Manage Users, find the user you wish to edit permissions for. This can also be accessed from Partner Center > Accounts > Accounts > Account Name > Users. Click > Edit Permissions. Please note that changes made here only apply to users that are already in the system. Method 2: To enable/disable any tab in the Business App for all users - both existing and subsequently new users, navigate to Partner Center > Accounts > Manage Business App > Customize Business App  OR Partner Center > Administration > Customize Business App > From each of the page tabs, you can check the 'show this page' box to either enable or disable the page from Business App for all users.  Granting User Access to an Account From Partner Center > Accounts > Manage Users > click > Edit Permissions Click Add Account and find the business or businesses you would like the user to have access to through Business App. Check the box beside each of the businesses. Click Add Accounts (#). Revoking User Access to an Account From Partner Center > Accounts > Manage Users > click > Edit Permissions Find the account you wish to keep the user from accessing. Click > Remove Access. Setting Product Access for a User From Partner Center > Accounts > Manage Users > click > Edit Permissions Find the account you wish to modify product access for. Click  to show the products and Business App tabs available to that user. Toggle on any products/tabs that the user needs access to. If they should not have access to a tab, go ahead and toggle it off.  Granting User Access to a Multi-Location Group From the Multi-Location Groups tab, click 'Create Group'. Learn more about creating multi-location groups here. Once the group is created, click into the group and go to the 'users' tab. Click 'add user'  Add the desired user to the entire group, or select a subgroup. Click Done. Revoking User Access to a Multi-Location Group From the desired multi-location group, click the 3 dots next to the user you would like to remove and select 'remove user.' 

Task Manager users can enable visibility to projects in Business App. This allows clients to view real-time progress reporting on projects, see what's next, and even communicate with fulfillment teams about the project. How does it work? Set visibility on a project  You can set task and project visibility when you create a project. To do so... Fill in the project creation screen as per usual. After adding at least 1 task, click Show Project in Business App. Alternatively, you can select Show Task in Business App on any task. Note: Selecting the Show Progress in Business App option will set all tasks to be visible by default. You can manually change task statuses within each task's box.       3. Click Create Project. Preview your project The preview will appear to the right of the project creation form.   Watch Video Walkthrough Odds and ends There are a few other details of interest: To show a project in Business App, at least one task needs to be made visible as well. Project visibility can be edited after the project has been created by clicking on the next to the Project name in Task Manager You are able to edit visibility at any time on a template. Tasks without an associated project cannot be shown in Business App. When a task is completed in Task Manager and it's been set to show in Business App, that task will appear with a checkmark, and the progress bar for the project will fill. Video Walkthrough

To allow your customers to log in and experience their new products in Business App, you’ll need to get them set up with login credentials.  When is the right time to give them access? As soon as possible! Business App is built to support businesses out of the box, meaning they'll have access to reporting, your product catalog, and in-depth guides as soon as they've logged in. Create user credentials To create user credentials: Go to Partner Center > Businesses > Manage Users.   Click Create User in the upper right of the screen.  Complete the form with the user's information: First name Last name Email Phone Welcome message Select whether you want the platform to send a welcome message to your customer. If Send Welcome Message is selected, the platform will send a welcome email to the user. This email contains a link to log in to Business App. Upon clicking this link, the user can set their password. Enter a custom message for the top of the welcome email (optional). Click Create User. After creating the user, you will land on the User Permissions page for the user you've created. From here, you can add any business accounts that the user needs access to: Click Add Account Select the account(s) that your customer needs access to in Business App Click Add Accounts Your customer can now set their password and log in to Business App through the link in the welcome email. You can find your Business App URL below the title on the Businesses > Manage Users page in Partner Center. Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. Learn more Create a user Resend a welcome email Your customers may already have access to Business App—they can gain access when they click on a call-to-action in the Snapshot Report. If this is the case, you have the option to resend the welcome email. This allows your customers to reset their passwords and then log in to Business App. To resend a welcome email: Go to Partner Center > Businesses > Manage Users. Find the user that should receive the welcome email. Click on the Menu icon to the right of the user. Click Resend Welcome Email. Click Send.  Resend Welcome Email

Watch Walkthrough Video The Partner logo can be seen in the bottom left of Business App, near the salesperson's contact info. If you'd like to move your logo to the top instead, go to Partner Center > Administration > Customize Business App > Branding > Turn off 'Display your logo in footer of Business App navigation.' Note: if you turn off the appearance setting as shown below, the logo will be moved to the top left corner of the business app.  

Google Analytics 4 (GA4) Properties can be connected to Website Pro through Business App.  To connect your Google Analytics account to the Business App: Open the Business App, and navigate to Settings > Connections. Click the + beside GA4 and connect the desired Google account.        

A custom form can be created in Business App and installed on a website landing page or ‘contact us’ page with a simple embed code. When it is filled out, it will create a contact in the CRM, and create a conversation in Inbox where it can then be responded to. Using Automations, the contact can receive an automatic reply after filling out the form, can be added to an email or SMS nurturing campaign, and more!  How to Use Step 1 - Navigate to Contacts > Forms.  Step 2 - Add all the key fields you’d like to capture. Remember that for every field that added to a form, the conversion rate decreases. (A study by Crazy Egg found that forms with 5 fields or fewer have a conversion rate of 50%, while those with 10 fields or more have a conversion rate of just 20%.) There are a few different settings you can have on each form field For all field types You can set a default value, which will be submitted when the user submits an empty field. You can mark the field as required, and the user can’t submit the form without filling in the required field. You can make the field hidden, so users won’t see the field and can’t edit it when they fill out the form. You can also populate the specific form field dynamically, which will take the query parameter from the URL to fill in the field. For example, if you have a form that’s put on this link: https://www.example.com/form?campaign=spring-promotion If you put “campaign” on this setting, it will pre-fill the form field with “spring-promotion” when the user submits the form. For the string field You can switch it to an open text field, drop-down, or provide a radio button option Step 3 - Customize the styling to match your website. You may want to set the form width to 100%, and then manage the width using the website builder component. In the “Design” tab, you can style the form’s container, font, and button. Step 4 - You can set up reCAPTCHA in the form to prevent Spam. In the form builder, under “Setting”, you can find a section called “reCAPTCHA settings”, and it will be set up automatically after you generate the site key and secret key. The generation process takes several minutes. Step 5 - Copy the embed code for the form, and place it on your website landing page or contact page. If using WordPress with Divi, you can add a “Code” block and paste the embed code. Step 6 - Test your form, to confirm that a contact is captured in the CRM.   Why customers love this Forms are a key way to capture leads. Form builder makes it very easy to setup, and the CRM + Inbox makes it easy to manage to leads from form fills. Automatic UTM capture from form fills make it easy to understand what acquisition methods are working for a business. Make sure the business is using UTM fields in all the links they publish in Ads, Social Media, etc. Q&A Q: My form isn’t always capturing UTM fields, why might that be? A: For the form to capture UTM, they must be still present in the browser address bar. If a user clicks away from your landing page, to visit a second page on your website, and you don’t have a UTM preservation tool active, the UTM can be lost and won’t be captured if they fill out a form. One tactic to prevent this is removing all links from your landing page, to ensure leads fill out the form on the landing page and nowhere else.  

Your clients can connect their existing QuickBooks account to Business App with just a few clicks. Please note that the user must log in to the Business App directly to make this connection. (Partners cannot impersonate a user to complete this action). Only the user who connects their QuickBooks account will be able to see and interact with the data that QuickBooks sends to Business App.  From Business App > Settings > Connections, the QuickBooks connection card will be visible. Click on the + button to begin connecting.   From here, the user will be taken to a QuickBooks login screen to enter their credentials.    Once signed in, the user must provide permission for the connection. Simply click "connect".    With that, the connection is complete. Now, QuickBooks data will appear in the Executive Report, and QuickBooks Online will be accessible from the side navigation of the Business App.

The Store tab allows your clients to express interest or purchase products directly from Business App. Upon navigating to the store tab, clients will be able to see all the products and packages you have published to your store. Clicking on any package will bring the user to that package's information page. Here, they can see package marketing materials, product details, pricing, and more. Package information – Features the package name, tagline, and solution type. Pricing – Pricing information for the package. Also includes the purchase button (covered below). Package description – Marketing information surrounding the package as a whole. Product selection – Users can select which product they wish to view more information on. Product Description – Information explaining the purpose of the product. Gallery – Media to showcase how the product functions. Key selling points – Points designed to showcase how the product will help the user. FAQs – Additional information designed to explain any questions the user needs answers to prior to purchasing. Files – Case studies, walkthroughs, brochures, etc. Once the client has made their decision and would like to purchase, they will have the option to Contact Sales or Add to the Cart depending on the package's purchase button behavior. This will prompt a window in which the client can either email their salesperson to express interest in the product or purchase it on their own.  

Business App allows users to manage all of their business locations from one centralized hub. Watch Walkthrough Video Default location When a user first logs in to Business App, they will be shown the dashboard for their Default Location. Initially, this will be set to the first account they were given access to. To change their default location, there are a few short steps the user will need to complete. From Business App, select their business name. Select next to the desired default location. Select Make default. This location will now be selected by default when the user accesses Business App. Switching locations Users can easily switch their locations in a similar manner. From 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.   Video Walkthrough

You can customize the language in Business App either as a user or as a Partner Center admin.  Update Language as a User As a user, log in to Business App. Click on your profile name in the top right corner, then click on the current language. ​ Select your preferred language from the available list. ​ Update Language as a Partner Center Admin In Partner Center, navigate to Accounts > Manage Users. Find the user you would like to update. Click the three dots menu to the right of the user name. Select "Edit User". In the language field, select the desired language. (Ex. German, French, Dutch, etc.) Click "Update User." Note: If this user logs into Business App, there will be a prompt as shown below. The system notice if the browser's language is different from the preferred user language and asks how the user wants to proceed. If the browser's language matches the preferred user's language, this prompt will not be displayed.

To access Business App as an admin, go to Partner Center > Businesses > Accounts > Account Name > Open in  and select Business App. This will open Business App for the account you selected. In Business App, admins will be able to navigate it just as a user would, but there are some key differences: Admins will not be restricted to the tabs and products any particular user is restricted to. Should the admin wish to see Business App in the same way as a specific user, we recommend using the impersonate option. This is done from Partner Center > Businesses > Users. Admins can access any account they have access to in Partner Center using the location switcher in the top-left of Business App.  

The Recent Activity page is a feed of activity about a business account. It gives users a quick and easy way to see what's been going on in their business. Business App is constantly updated to provide users with the most relevant and valuable information possible. Events are pushed into this feed by both Business App itself, and activated products. For example, if Reputation Management is activated, whenever someone leaves a review on one of the monitored sites, that event will appear here, and trigger a notification, if the notification is enabled.     Events A feed of activity about a business account. Events that appear here include new reviews, social activity and mentions, Google questions, newly available Executive Reports, website status updates, and more. Filters Filters will only appear for events that have occurred for an account. For example, a filter for Google Q&A will only be available if the business has received a Google Q&A activity. The recent activity page is a valuable resource for businesses that want to stay on top of their account activity.  

Through the Business App section "Email Configuration" under Settings, you can validate the send-from email address that appears in your Review Request Template here, preventing your review requests from going to spam.  For instructions on how to verify an email domain, please see the article Update Email Settings. FAQs Question 1: I keep receiving the error message "an unexpected error occurred, please try again". Why can't I update my 'Email Send from Information'? Answer: When you impersonate a user or open the Business App directly from Partner Center, you get the above error when updating the "Email Send from Information". To solve this, ensure the Business App user logs into the Business App directly, then updates their email address and name. A successful update will look like this:   Question 2: Can I delete an Email configuration? Answer: Yes, you can delete an email configuration within the Business App by clicking on the "Delete Email configuration" button:    

The SMS messaging feature is currently only available for users of Business App located in Canada and the USA, with Inbox Pro product active. For businesses based in the United States US-based businesses are now required to register their business before being able to send a message. Learn how, here. Registration can take a few weeks. Once registered, users on the business account will receive a notification and then can send their first message.   For located in Canada, or US-based businesses that have completed registration To send your first SMS message, Open Business App > Inbox Messages Click on "Send a Message" Type in the phone number of the customer. The input field will automatically correct the phone number to match our phone number format. Ex: +1 (555) 555-5555. Type a message and send it.     How do I add customer phone numbers? When messages are sent from Inbox, contacts are automatically created in the contacts in Business App. To manually add phone numbers in Business App, select "Contacts" from the left-hand menu. Here you can add new contacts. You can also bulk import customers from this page.      How many messages can your client send to their customers? With Inbox Pro, accounts can send and receive unlimited* one-by-one SMS messages to customers, while noting that *each carrier has some limitations on the number of messages sent and received per day. For example, up to 2,000 SMS segments and MMS can be sent per day to customers on T-Mobile.   What phone number is used to send out messages? The business is assigned an available SMS number based on the business's address. The business can share this number with customers and will receive text and MMS messages sent to it.  Calls cannot be received at this number at this time.   My client cannot click on Inbox. How can I turn this on? There is a setting titled "Display Inbox Tab" in Partner Center > Administration > Customize Business App > Inbox Messages > Check the 'show this page' box.       

The Quickbooks Integration in Business App allows users to sync data between Quickbooks and Business App. Setting up the Integration Users can set up a connection with Quickbooks by navigating to the Integrations page of Business App: Click on Settings > Connections to navigate to the Connections page. Click on the View New Integrations banner. Click on the Quickbooks Integration Card. Users will be taken to the Quickbooks Marketing page, providing them with information on what Quickbooks is and the possibilities that an Integration with Quickbooks provides. Click on Add Connection. This provides users with a Pre-Connect Form popup where users can define the data that they want to synchronize between Quickbooks and Business App. The syncing options available are: Customer Data Invoice Data Sales Receipt Data Payment Data Automated Review Requests (available only to users with a Reputation Management Premium) Click Continue after choosing the options that apply. This leads to a single sign-on page where users can sign in to their Quickbooks account and provide permissions to establish the connection. Click Connect. Users will be automatically redirected to the Manage tab on the Integrations page where they can confirm the recently created connection with Quickbooks. The established connection is shown on the Manage tab and the marketing page, as shown below: Clicking either card navigates the user to the Connection Settings page where the user may specify what data to sync or disconnect the integration.  Please note: On the initial connection with Quickbooks, all contacts in Quickbooks are synced with Business App. Users can opt out of this by deselecting the Sync Customer Data option on the form during the initial connection. Manage Synced Data Users can choose the data that they want to sync between Quickbooks and Business App: Contact Data Invoice Data  Sales Receipt Data Payment Data Ensure that Business App has an active connection with Quickbooks by clicking on the Manage tab on the Integrations page and checking for the Quickbooks Connection card. Clicking on the Connection Card takes the user to the Connection Settings page. Here, the user can specify what data is synced. Example Integration Example: There's a contact in Business App named Amy. Amy's contact profile in Business App shows no recent activities recorded. The business creates an invoice for Amy in Quickbooks. A note is created on Amy's contact profile in Business App with details from Quickbooks, including Invoice Number, Contact Name, and Invoice amount.  

Want to know when a user is active in the Business App? Set up automation using the 'A user is active in Business App' trigger! This trigger fires every minute that a user is logged in. Paired with the new Rate Filter step, you can create helpful automation.  Check out these templates that use this trigger: When a user is logged in to the Business App, receive a notification every X days New step: Rate Filter Do you want automation to run more than once, but the trigger is firing too often? Use the new Rate Filter step!  This step splits the workflow into separate paths depending on how many times an account has reached the step in a specific period.        Dynamic content feature You can insert dynamic content into certain steps to pass along more specific information! You can insert: Recipient details—Business name, business website, customer identifier, and account identifier Sender details—Company name, website, email, phone number, street address, city, state, country, and postal code Assigned salesperson details—First name, last name, email, phone number, job title, and login URL Business App details—Business App name, Business App URL, store URL, and preview URL This content is available in the following steps: Notify a digital agent Notify an admin Notify a salesperson Notify the user Create a fulfillment task Create a sales task Log activity and hotness rating To insert dynamic content, click on the Variables dropdown, or the { } icon within a field.     

Meeting Scheduler is a free addition to the Business App. Users can set up booking links, sync meetings with Google Calendar set their availability, and more. It allows their clients to find times that work for both parties!  Why does it matter? Booking meetings can be tedious. First, you have to find a time that works well for all parties, then communicate back and forth to make sure nothing goes awry. There's software that helps with this, but many are expensive and don't tie into the software already in use. And that doesn't even cover the overhead of sending out reminders and tracking existing appointments to make sure they aren't missed. How does it work? If you've used Meeting Scheduler in Sales & Success Center, you'll find Meeting Scheduler in Business App works the same way. Here are a few links to get you started. Upon launch, we'll include additional resources specific to Business App users. New Release: Meeting Scheduler for Sales & Success Center Meeting Scheduler: Customizable booking URLs Meeting Scheduler: Create booking links If accessing Business App through Partner Center, users may encounter an error when authorizing. We recommend having users connect their accounts by directly logging in to Business App.

Business App users can install the Business App on their mobile device like a native app without having to visit any of the app stores. When clients open the installed application that now sits on their home screen, they will have a better user experience that is fast and reliable. The Business App would still have the same feel and aesthetics as the native apps do, but this time it lives on the home screen of a mobile device. A progressive web app, as this solution is fondly called, is a website that takes the shape and behavior of a mobile app, developed to take advantage of the mobile device features, without requiring users to visit an app store.   Why is this Important? Partners can take advantage of this solution to improve their local businesses' experiences with the business app for the following reasons: It improves brand recognition as partners' logos will be clearly visible on the clients' devices, which makes the business top of the mind for their clients. Improvement in users' experience due to the increased speed in loading the Business App, as it is extremely fast when interacting with the app when compared to the web and native app interface. It increases client engagement which brings about a better conversation rate.  How to Setup as a Partner As a partner, it is important to upload a mobile shortcut Icon that will be displayed when the Business App is installed by your clients. Having an empty Icon set, the app will just use a screenshot which would not look good for the brand. This can be achieved by going through the below steps. Step 1 Go to Partner Center Click on Administration  Click on Partner branding Choose an image for Shortcut Icon Hit 'Save' If using different branding per Market, proceed to Step 2: Step 2 Click on All Markets (top right of the same page) Select a Market Toggle off 'Use All Market default'. This will populate the customization options. Choose an image for Shortcut Icon Click 'Save'   How do I save Business App on a mobile device? iOS devices Navigate to the URL of the Business App using the Safari browser Click the "Share" button on the browser's bottom bar  Select “Add to Home Screen” Users might be prompted to add the name of the app Android devices Navigate to the URL of the Business App using the Chrome browser Tap on the three-dot overflow menu in the top-right corner of the browser Click "Install App" Find the app in your list of installed apps Tap and hold the app icon Select "Add to home screen"