Showing results for "Business App"

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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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Business Profile in Business App

The Business profile page is an important component of a business's digital presence. It allows you and your clients to update all of their relevant business information such as hours, location, and phone number, and keep that information in sync across the platform, and the web. How do I access the Business Profile Page? The Business Profile page is in the top-level navigation menu so it will be visible and easily accessible anytime while using Business App. Once your clients log in to their Business App account, they can access it easily by going to My Business > Business Profile. Business Profile stays in sync across products. The Business Profile is also accessible from other products if they are active on the account, and editing the profile in one place will update it everywhere. Local SEO Reputation Management It’s also connected to the account in Partner Center, and editing it there will keep the business profile up to date.
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Why can't I pin a product to the navigation panel of Business App?

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

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

Business App is your client-facing dashboard. It’s how your clients access the products and services you've provisioned for them, see proof of performance reporting, communicate with you and their customers, and more – all under your brand. With Business App, you can... Brand as your own app – Add your logo, and rename it, and customize the domain.  Configure the features and notifications your clients experience. Acquire new customers – using sign up widgets paired with automations. Sell your services through a store – where clients can purchase your products and services. Chat with your clients through Inbox In Business App, your customers can... See their business analytics from across the web, in their personalized Executive Report See their online business activity Configure their online Business Profile and how their business appears online Launch active apps/products Purchase new products & services Send and receive SMS message with customers (US and Canada) Manage email notifications Monitor and manage the online data for multiple businesses, with Multi-Location Business App View all support articles about Business App.
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Business App Home

The Business App Home is the primary tab that users land on once they’ve logged in and showcases business data and activity. It features the following sections: Marketing Funnel Recent Activity Business Profile Active Products Users are invited to connect their accounts (Facebook, Google Business Profile, and more) at the top of the screen. This will subsequently connect these accounts to relevant products automatically. In the top right, users can also select a date range for their Marketing Funnel.
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Business App: Connections

Businesses can connect Google Business Profile, Google Search Console, Google Analytics, Facebook, and more to Business App so that their most important business data can all come into one place.  Connecting their accounts is one of the most important steps to start seeing value in Business App and their services by providing the metrics that will prove their return on investment. Connections made here will power analytics in the Executive Report and Marketing Funnel. These connections are also shared with some foundational products like Reputation Management, Local SEO, Social Marketing, Website Pro, and more. Learn more about connecting accounts to Business App here: Connecting social media accounts Connecting Google Analytics Account in Business App Connect QuickBooks in Business App Troubleshooting Facebook and Instagram connection errors
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How do I confirm if a Google Business Profile listing has been verified?

If the business's Google Business Profile is connected in Business App, you will see a 'Verified' or 'Unverified' tag. If the business's Google Business Profile is not connected in Business App, the client will need to log into their Google Business Profile dashboard to see if their profile has been verified. Log into the Google Business Profile Dashboard See if there is a blue check mark or a red shield under the "Your business on Google" If there is a blue check mark, the profile has been verified. If the client sees a red shield, verification still needs to be done. Here's how to verify your business on Google.
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Business App Navigation & Tabs

Business App is designed to be a central hub for everything you provide to your clients, including access to apps and automated proof-of-performance reporting. The side navigation menu in Business App allows users to quickly access what's most important. Products are featured right within the navigation, and users can choose which products to feature for quick access. Tabs The navigation has tabs that are available when features are enabled, and they can be enabled or disabled from Partner Center for your users. Watch the video here. Get Started Home Recent Activity Inbox  CRM Contacts  Companies  Tasks  Forms Campaigns All Campaigns  Email Templates  Executive Report My Products Store My Business Business Profile  Projects My Meetings  Guides Files Automations Orders Invoices Settings Pinning Products For accounts that have many products, users can ‘pin’ their favorite products from within the Business App "My Products" tab. Products available for pinning will display a grey pin icon beside them and when pinned, they immediately move to the top of the Products Card, Navigation, and My Products page, in the order they were pinned. The first four pinned items will also display on the dashboard. Watch the video here.  Customizing Business App Tab Access for Users As a Partner, you can customize your client experience in Business App by choosing which tabs to have enabled. To customize these tabs for your users, go to Partner Center > Accounts > Manage Users and select all the users you'd like to modify the Tab Access permissions for, and then select the "Bulk Update x Users" button in the top right.    This process can take some time depending on how many users have been selected and how many accounts those users have access to. By default, new users have access to all tabs. We recommend you give users access to all tabs in Business App so they will enjoy the latest features and improvements as they are released. To edit page access as a global setting for all Business App accounts, navigate to Partner Center > Administration > Customize Business App. Toggle pages on and off accordingly.  Customizing Product Access for Users To modify which Products a user has access to in Business App, you must click the three dots or kabob menu on a user, then choose Edit Permissions. From here, you can select an account, and choose which tab permissions the user has on each of the accounts they have access to, including individual Products.    
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White-label Business App walkthrough video

These videos can be used by your team and your customers as a training tool walkthrough of the Business App. The video will help your customers understand the value of the Business App, plus the capabilities and features within the app. Unbranded Welcome Video This unbranded video offers your customers a look at some of the value they will be able to find in Business App, some of the important features that they will use regularly, and shows them how to set up connections for Facebook and Google Business Profile. It can be downloaded from Loom or through this link.  If you would like to create your own video, a pdf of the script is available here.    
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User Profile Page in Business App

The User profile allows your clients to edit their notification settings, update their personal information, and reset their password within Business App. Your clients can manage their user profile by clicking on the dropdown next to their name in the top right corner of Business App and then clicking Edit Profile. With the user profile page, empower your clients to resolve some simple issues on their own (example: password reset) rather than waiting impatiently for you to respond to them via emails or phone calls. This page is required to grant users the "Right to Access" and "Right to Rectification" under the General Data Protection Regulation (GDPR). Here are a few of the features that are included in the user profile page that will excite your clients who are end-users of Business App. Clients can view and edit their Personal Profile details which includes: First and Last Name Location address Add a phone number  Change their password Edit their notification settings for the account they’re viewing Set a profile photo Changes made to the profile are reflected in Partner Center, Sales & Success Center, and Task Manager How can clients set this up? Your clients can easily set up their profile by going through the following steps: Log in to Business App. Select the drop-down arrow of their name at the top right corner. Click on Edit Profile. Editing Notification Preferences The Vendasta Platform can notify your clients about a variety of events that they care about, triggered by both Business App and active products. Clients can be notified by email, in-app notification, or a global announcement banner. You can configure what default notifications you want your clients to have when they are created as a new user in your platform, and your clients can adjust these settings or unsubscribe.   Here are resources to help you manage user notifications. These are SMB/client notifications only, and not notifications sent from Partner Center.  User Notification Settings Examples of Business App email notifications How to add a notification banner in Business App for all users
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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. To access the Get Started page, click Continue under Complete Setup from the Home Page in Business App. 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. Actions will be shown depending on pages shown in Business App, and active products.  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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Viewing Business App as a Client

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.   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 "Manage 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 > Manage 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 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.  
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Share Projects in Business App

Task Manager users can enable visibility into fulfillment 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 sharing projects in Business App work? 1. Set visibility on an active project       a.  Navigate to Fulfillment > Open Task Manager > Templates       b. Search for the template, or create template       c. Edit the project and navigate to Tasks       d. Click on the checkbox to show projects in Business App Note: Selecting the Show Project in Business App option will set all tasks to be visible by default. You can manually change task statuses within each task's box.   2. Alternatively, set visibility on a individual task       a.  Navigate to Fulfillment > Open Task Manager > Templates       b. Search for the template, or create template       c. Edit the project and navigate to Tasks       d. Click on the task to expand it       e. Click on the checkbox to show task in Business App    OR       a.  Navigate to Fulfillment > Open Task Manager > Projects       b. Search for the active project       c. Expand the project       d. Click on the eye icon to toggle between Visible in Business App or Not Visible in Business App   Preview the project Navigate to Fulfillment > Open Task Manager > Projects Search for the active project Expand the project Click on the menu (3 dots) next to + Add task Click on View Tracker   Additional notes on sharing projects in Business App To show a project in Business App, at least one task needs to be made visible as well. 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.
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Academy Course and Guides in Business App

The Academy courses are designed for a broad audience, emphasizing feature highlights and step-by-step processes that enable business owners to adopt the Business App platform, explore product value, and learn growth strategies—all at their own pace. Offering learning courses within the platform provides convenient access, making education more engaging and allowing users to master marketing directly from the platform. Where can I find the Academy courses in Business App?An active product is not required to have access. You will be able to access the courses from the Academy card in Business App, or by going to https://mydigitalbusiness.academy/.  To make sure it is enabled for Business App users to see in their dashboard, navigate to Partner Center > Administration > Customize Business App > Check off 'Academy Courses' > Save. How much does it cost?The course catalog is free for all Business App users. Guides Business App users can also use the Guides tab in Business App. From here, users can explore a number of guides that walk them through areas to focus on, how to sell, and how to manage their online presence.
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Logo Placement in Business App

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.  
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Connect QuickBooks in Business App

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.
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Connecting Google Analytics Account in 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.  
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Configure User Permissions for Business App Users

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 > Manage 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.' 
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Give your customers access to Business App

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 > Accounts > 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 > Accounts > 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
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