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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 from the navigation bar in “My Business,” as shown below. 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 Sales and Success Center, and editing it there will keep the business profile up to date.
To remove the 'Product Recommendation Card' in Business App, go to Partner Center > Administration > Customize Business App > Pages > Dashboard, then uncheck 'Recommendations'. Don't forget to save your changes!
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.)
The Business App Dashboard 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.
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 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) Edit their user information Manage email notifications Monitor and manage the online data for multiple businesses, with Multi-Location Business App View all support articles about 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. 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, created date, and updated date 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. 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.
Businesses can connect Google Business Profile, Google Search Console, Google Analytics, Quickbooks, or Facebook 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
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.
With the new 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”
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. Sample 1: Sample 2: 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 Dashboard Recent Activity Inbox Messages Customers Executive Report Products [All active products appear here] Store My Meetings Guides Files Orders Invoices My Listing Settings Business Profile Invite Users Social Connections Email Configuration Notification Settings Billing 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 > Businesses > 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. Watch the video here. 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. 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. Watch the video on how to update default permissions for Business App here. Watch the video on how to pin products here. Watch the video on how to update individual user permissions for Business App here.
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. Other Videos Of these next two, the first video is a generic walkthrough of the Business App. The second video is a walkthrough of the Business App that includes Local Business Online Toolkit information.
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.
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
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
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 > Businesses > Users, find the user you wish to edit permissions for. This can also be accessed from Partner Center > Businesses > 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 > Businesses > 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 > Businesses > 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 > Businesses > 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 > Businesses > 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.'
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.
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.
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 Settings. 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.
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 > Businesses > 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 > Businesses > 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 > Businesses > Accounts. Click next to the account you wish to view Business App for. Click Open Business App. From "Account Details" Go to Partner Center > Businesses > Accounts. Click on an account. Click Open Business App. Video Walkthrough
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 the 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