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Send Plain Text Emails via Business App Automations in Inbox
This powerful new automation step allows users to confidently send plain text emails via the Business App Inbox.
How to send plain text emails via Automations in Inbox:
Step 1 - Navigate to Business App > Administration > Automations.
Step 2 - Open an existing automation, or start a new one.
Step 3 - Choose the trigger 'When a Contact is created.'
Step 4 - Select the 'Send a plain text email' action step.
The feature allows users to send plain text email action messages through their existing inbox. Please note this action requires Inbox Pro—AI-Assisted web chat lead capture.
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Show or Hide the Automations Page in the Business App
As a Partner, you have the ability to customize the visibility of the client Automations features in Business App. If certain parts of the platform aren't relevant to your customers, you can easily show or hide the Automations page. This setting is conveniently located within the Automations tab under the Customize Business App settings in the Partner Center, giving you control over the user experience.
How to hide the Automations page in Business App
Navigate to Partner Center > Administration > Customize business App > Automations
Select or unselect the Show this Page option
Save.
The changes will now be reflected in Business App.
Q&A
Q: Is this a paid feature?
A: No, it is not.
Q: Can my clients update this setting in the Business App?
A: Not at this time.
Q: Is it available to all Partners?
A: Yes the feature is available to all Partners.
Q: Do automations still work even if page is hidden? For example, could I set up and run automations for a client, but hide the access to it at the same time?
A: Yes, automations will continue to run when the triggers are met, even if this page is hidden.
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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 Triggering and Automation with Zapier 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?
Once your clients log in to their Business App account, they can access this page 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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Guides in Business App
Guides
Business App users can use the Guides tab in Business App to explore a number of guides that walk them through areas to focus on, how to sell, and how to manage their online presence.
Where can I find Guides in Business App?You can access Guides by navigating to Business App > My Business > Guides.
To make sure it is enabled for Business App users to see in their dashboard, navigate to Partner Center > Administration > Customize Business App > Guides > Check off 'Show this page.' > Save.
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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.
To browse and manage integrations, navigate to Business App > Setting Connections. Toggle between the Browse and Manage tabs as needed.
Connecting accounts is one of the most important steps to start seeing value in Business App and 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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Connecting Google Analytics 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 GA4 connection card.
The Marketing page for GA4 will open. From here, click Add Connection to connect.
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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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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 under the Browse tab. Click on the card to begin the connection.
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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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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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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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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Workshop #3 - Business App Walk-through
This is a walk-through of the client-facing dashboard Business App. In this session, learn how to leverage having a white label dashboard for your clients to manage their tech stack.
- How to navigate through the setting up of different components and connecting to different social media platforms
- Overview of the executive report, this is the proof of performance report sent to your clients every week/month
- Sending text messages within the Business App
- Understanding the customer journey tied to express products
- Customizing the business app dashboard
Video