Showing results for "Business App"

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

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.        

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.

George Leith is a lone wolf this week, ready to share his industry secrets for the 10 best business-to-business prospecting methods. We know how draining prospecting can be, ensuring that new opportunities are constantly added to your funnel. You need to be a hunter, partner with other organizations, and deliver a message that's short and to the point. It's easy to get lost in these numerous communication channels, and operating uniquely in each can be tedious. You have probably heard of the items on our list, but George's use-cases and methodologies will provide you with an entirely new perspective on them. In this episode, George goes in-depth on the following B2B prospecting methods: Face to Face Email Webinars and Virtual Events Networking Referrals Cold Calling Content Advertising Mail Relationships This episode is about taking care of clients. If you run a good business and take care of your clients, they will feed you. Conquer Local is presented by Vendasta. We have proudly served 5.5+ million local businesses through 60,000+ channel partners. Learn more about Vendasta and we can help your organization or learn more about Vendasta’s Affiliate Program and how our listeners (like yourself) are making up to $10,000 off referrals. Are you an entrepreneur, salesperson, or marketer? Keep the learning going in the Conquer Local Academy. Introduction George: Welcome to this week's episode of the Conquer Local Podcast, a show about billion dollar sales leaders, marketers leading local economic growth, and entrepreneurs that have created their dream organizations. Every week, they wanna share their secrets, giving you the distilled version of their extraordinary feats. Our hope is with the tangible takeaways from each episode, you can rework, rewire, and reimagine your business. This is a special edition to the Conquer Local Podcast. From time to time, we cover the master sales series. And today, we're talking about prospecting. Business to business prospecting is about adding new opportunities to the funnel all the time. You need to have the mindset of a hunter to partner with other organizations, and to ensure that you're delivering a message to your prospect list that is short and to the point that cuts through today's clutter. In today's episode, we're going to explore the top 10 business to business prospecting methods to help you fill that funnel and drive opportunity in the most effective way. Get ready, conquerors, for another edition of the Master Sales Series, the 10 best business prospecting methods is coming up next this week on the Conquer Local Podcast. 1. Face to Face Well, we're gonna kick off this episode with number one and it's good old fashioned face to face, but the difference is we're not face to face, maybe breathing the same air like we used to back when people carried a bag. Meetings and showing up where prospects are hanging out means a lot of virtual interactions. We're doing more and more of this face to face on a Zoom or a Google Meet or a Microsoft Teams or a CrankWheel or whatever system that you're using to facilitate that virtual face to face meeting. Couple of tips for you that we've learned. I'm not a big fan of virtual backgrounds. I've been reading a lot of material that shows that, what are you hiding back there? We're finding that a lot of people have been giving up their green screens and their virtual backgrounds to have an actual background and maybe putting some knickknacks on the shelf like you would have in your actual office that gives you some personality and makes you a human, a little less robotic. The other thing that we've been noticing is that we're often booked back to back. If you look at my calendar, it's a frigging brick on top of a brick on top of another brick, on top of another brick. And that leaves a lot less wiggle room for you to do some critical thinking after the meetings or even follow up on the things that you need to prepare for, entering data in the CRM, sending that Slack message to colleagues with maybe some nuggets that you learned on the call. So we need to ensure that our time is spent in a valuable way. So on these new face to face meetings where we're doing them virtually, I'd like to give you you a couple of tips that I like to use. Number one, there are no 30 and 60-minute meetings in my calendar. There's 20-minute meetings and 50-minute meetings. That's now giving me back about a 10-minute window in between because a lot of times people are gonna be late getting on the call and maybe you need that wiggle room, but it also allows me a couple of minutes to decompress, do some critical thinking, maybe have a quick meeting after the meeting with other colleagues that were on the call, enter data into the CRM, and then take a deep breath, have a glass of water and prep for that next virtual face to face meeting. 2. Email Number two on our 10 best business prospecting methods, well, it's email, and email is still very, very valuable, but we have to do it right. If you are like me, I'm getting hundreds of emails from people trying to get my attention to get me on a call to try and do discovery, and then eventually try and sell me something. It's to the point where I am inundated with these emails and I can see them coming a mile away. What I want you to work on is focusing on subject lines that capture attention. A lot of times, I will make the decision on whether I'm going to click on that email and not archive it based upon a catchy subject line. One of the things that you can try and I like doing this with a closed group is you've got a couple of customers that really trust you and you build a lot of rapport with them. Maybe you could send them a sample email to test the effectiveness of the subject line before it goes out. I always like to preview the email and make sure that it looks good. And then ensure the message is relevant for the audience. One of the things that's working really well to get my attention, and I don't think there's a more scattered, all over the place kind of executive than myself right now, is someone that maybe grasps something out of a press release or a podcast that I've hosted or some piece of content that I've posted on my online newsletter. It shows that they took just that extra step to make that message super relevant for me, the audience that they're trying to reach. So I'm very bullish on email, but I'd like to implore upon you to do email right. And by the way, you're getting bad emails right now, so just don't do what those people are doing. Keep trying to have evolve. Keep trying new things and keep them short. 3. Webinars and Virtual Events Number three, webinars and virtual events. Google Meet, Zoom, Teams, seminars, industry events, authority building, CrankWheel meeting, doesn't matter. There's a lot of things going on and we've gotta decide in our collective organizations what are we gonna do for a virtual event or a webinar. I think it's a glaring hole if you don't have one. I also think that you need to be considering how efficient this is. And I remember in my first days working at Vendasta when we started to build out our go to customer motions, we would do a webinar and I came from the media space and I'm used to talking to a lot of people, or at least I think I always talk to a lot of people, so when five people showed up to a webinar, I was super disappointed. And then I started to realize that I just got four hours back because the flip side to not doing the webinar is you're going to have to reach out to all five of those customers individually and perform the exact same content five times. It really is soul sucking work. And what happens is is that the first presentation is probably pretty good. The second one might be a little bit better. And then as you get tired, the third, fourth, and fifth start to slide off the map. So imagine hosting a great webinar or a great virtual event, getting all pumped up for it, having the team help you get the content together, you dial in some really good data points, you leave them with tangible takeaways and you get 10 people. I don't want you to be let down by that. You just got nine hours of your life back. And if you put together a really great webinar, that thing lives forever. We have put together over 200 episodes of the Conquer Local Podcast over the last five years. And our episodes from season one are as well listened to as some of our episodes from season four. And that's because we now have this corpus of content that lives online. I'm bullish on webinars and virtual events. It's the way that business is done today. So keep in mind that 80% of sales require five follow-up calls after the meeting. 44% of sales reps give up after one follow up. When you are producing these webinars and virtual events, it's your ability to touch the customer over and over and over again so they can become part of those follow-up calls. It's not you getting them on the phone. It could be you delivering a piece of content and letting them consume it at their own pace. And it's your content, so your brand is growing with its brand equity. I've been to a couple of in-person events. I'm not totally against them. I will tell you that CEOs and CFOs are starting to look at those budgets going, do we really need to spend that money? 'Cause we went through two years of not spending that money and hopefully revenue went up. We went to Locology in Los Angeles. It was a very well-attended event. I found that the meetings were very valuable because we'd had that large gap in in-person events. I also attended the Channel Partners Event in Las Vegas, packed, 6,000 people. It was one of their best held shows. But keep in mind, we were starving. We were starving for face to face. Those are two very high-profile events. The one thing I like about in-person conference events is that if I wanna go see those customers, I'd have to go to multiple cities. I would have to take weeks to be able to fit it into a travel schedule. It would cost tens, if not 20 or if not $100,000 to do all that travel. So by going to a conference, if you plan it out properly, you can plan a number of meetings, even if it's with existing customers. You can get them together. You can feed them a baloney sandwich and have a conversation like a quarterly business review with them. I also like hybrid events, and Cinda, our European friends, Kimberly Lewis, good friend of mine, she held a hybrid event and 60-75% of the participation because really people are still not all that comfortable with overseas travel, and that was my thing. If we go there and we get stuck in Berlin for a couple of weeks in a hotel, that's not really gonna be that efficient use of time. So we're finding that hybrid events are working. Usually, you see about that 60-75% participation. The odd event like Locology or Channel Partners very well attended because people are just starving for that face to face. So I think we need to embrace a hybrid approach, webinars, virtual events, and some in-person. It's not going to be an either/or. It's going to be an And. 4. Networking Let's move on to our next item and that comes to networking. And I think networking looks a little bit different if you think that networking is always in-person. We weren't able to do that for two years. You probably had to build some new social selling skills to figure out how to network on LinkedIn or on YouTube or on Facebook or on Twitter or on Pinterest or on Clubhouse. Does that still exist? Does clubhouse still exist? It was big for a hot minute. That was how we were doing networking during the pandemic when we couldn't do in-person, and it's interesting. I have a hard time getting salespeople to understand how powerful this is. It almost like sometimes it's a paid announcement from LinkedIn. Now keep in mind, KV at LinkedIn has been a sponsor of this podcast, but I use LinkedIn every day to network and it pays enormous dividends, but it's not just people reaching out to me on LinkedIn InMail. It also is when I go in and I like somebody's comment that they've left or share it with my audience and put my two cents on there. When you do those things, it drives top of mind awareness of you and your company's brand. There's a new newsletter feature on LinkedIn. You have to actually apply for it. I've applied for the newsletter feature and for LinkedIn Live, so I'm foreshadowing. You're gonna start to see some LinkedIn Live stuff happening here soon on my profile. But the newsletter I named The Triumphant, this idea of triumphing selling. I'm a big fan of that. I've been using that slogan for a number of years. So The Triumphant launched on my LinkedIn profile and I was able to get 10% subscription of my audience, which is a little over 30,000 followers in 24 hours. 24 hours from the moment I launched the newsletter, 10% of my folks were subscribing, and now that's moved up to 20% subscription. And when I release a blog post, 'cause essentially that's all this thing is, is a newsletter blog on LinkedIn, I'm getting 80% engagement from that audience, which is now almost 5 to 6,000 folks within 24 hours of dropping the newsletter. That's how you do networking in 2022. And the traffic to my LinkedIn page has increased by over 1,000% from the moment I launched the newsletter. Trying new things and figuring out how to use these platforms to get the most eyeballs on your message is really what advertising and marketing is all about. Make your time on the ground valuable. So when we're doing network in location, like a conference, one of the things that we've been using is geo-targeted ads. There's technology that you can get. Local ads is a platform that I really like where you can geo-target all the phones in a building. So imagine at CES, 125,000 people attend that conference, it's the most attended conference in Vegas every year and you run a geo-targeted ad campaign around the entire convention center and maybe select a bunch of hotels that people stay at. And then we geo-target every phone in those buildings. And for the next 90 days after the event, you serve up an ad that is relevant to that audience. You can also check out episode 310 of this podcast where I dive in a bit deeper into some do's and don'ts of attending conferences. I've lost a lot of brain cells over the years going to conferences and we have some hard earned lessons of how to make them more effective. 5. Referrals I also like referrals and we had Mark Hunter on the show here a couple of months back and he talked about referrals, from current and past customers, friends and family, professional colleagues. 6. Cold Calling I also really believe in cold calling. In fact, I love cold calling. It's pretty cool. Let's go cold. When we go to a market on an in-person trip, it's like, why don't we go cold call that person? And the one thing about cold calling, not many people do it anymore, so it's kinda unique. It's like getting a handwritten letter in the mail. You're like, whoa, handwritten letter. This is cool and you run to open it up. Target company contacts. Use your personal database. Sometimes you can purchase a list. I also really like LinkedIn Sales Navigator. Use that online intelligence to make your cold calling efforts more effective. 7. Content And content, we need to be building content. Gary Vaynerchuck talks a lot about this. Just listen to any of his content that he puts online, education-based valuable content, white papers, videos, infographics, articles, podcasts. You can never put out enough. Gary's quote that I love: "The biggest thing I can tell you is you have to make as much content as possible." We are our own platform. We use various social media platforms to reach an audience, but we need to become a platform unto ourselves. And all you gotta look is that folks like Vaynerchuck and Grant Cardone, and maybe even the Conquer Local Podcast, it has become a platform over five seasons. And we're continuing to figure out other ways that we can take and repurpose this content. You'll find that our blogs online, a lot of them map to episodes like this. Our social posts map to episodes like this. Our infographics will be capturing these 10 topics. So really think about becoming a content machine and use automation to broadcast your message to your ideal customer profile. 8. Advertising Advertising, well, I'll tell you what, I've been selling it for a long time and I still believe in it. I actually might believe in it more now than I ever have because we can track it. We can start to see some return on that investment. We're starting to be able to build attribution loops so that we know that that message was received by the right audience at the right time and they took the prescribed action. 9. Mail Oh, I talked about it earlier, good old fashion send something to somebody in the mail or by courier. This stuff is working again. It's exciting. You go to the mailbox, you open it up, there's something in there. It's actually addressed to you with like handwriting, so it's very personal. It's a surprise and delight factor that is off the charts. And what I'm hearing from some of the top marketers that I speak to the very best account-based marketing is when you send a box of something or you send a large envelope of something to a very targeted audience, and guess what? They'll now take your cold call. 10. Relationships And then those relationships, that's number 10, and I can't stress how important it is, old school sellers like me that grew up carrying a bag, we believe that this is the be all and end all. Now, I think all of you that listen to the show know that I don't believe that anymore, but what I've also found is very technical sellers and marketers believe that relationships aren't as important, but I'm telling you, we are humans doing business with other humans and relationships are vitally important. So one of the things that I wanna talk about, a way that you can leverage a good relationship is to do a good job. And I know that that sounds so basic or 101, but I've found that people have a tendency not to have a lot of pride, and I don't know why that is. Maybe it's because at an early age, my parents instilled in me that if you're gonna do a job, do it right. I think that we could evolve that a little bit. If you're gonna do a job, do it excellent. Over deliver. That's the way to build a hell of a relationship with a customer. When you have a culture of being customer-obsessed in your organization, those customers will start to give you a referral because they truly believe in the value that you're offering. They truly believe that you deliver on your promises. Or if you miss the mark, you own it. I call it owning your shit and we profess it across the board. So it's not just about doing a great job all the time because sometimes you're gonna miss the mark. That just happens. But sit there, look the customer in the eye and own the mistake that you've made and promise that you'll make it right. I don't know a customer out there that would have a problem with that. In fact, they might even love you more because you didn't try to hide behind it or you didn't try to pivot. You just sat there, looked them in the eye and said that you would make it right. Here's a little trick that I've learned over the years. We all have these mobile devices. We all spend a lot of time scrolling. I don't think I have to teach anybody on this podcast how to scroll. We just do it now. How about scrolling through your contacts? I've found that that's difficult because I've got about 17,000 of them in my phone. So what I'll do is I'll just go to A and B today, scroll through A and B, look at them, who haven't I talked to recently? I wonder if they're even at the same job that they were at when I talked to them four years ago. Then go to LinkedIn, marry it all up, see where they are today and send a LinkedIn InMail message and keep that relationship alive. You could send a text message, but what I've found is sometimes those people have changed their phone numbers. So using some sort of a technology to augment that dataset, to make sure that you have the right contact information, that might be very valuable. Take that contact list in your phone, download it into a CSV, upload it into LinkedIn Sales Navigator and see how it marries up with the data. But my point here is there's gold there. You just have to be looking for it. Scroll through that list of contacts. Now, I'm gonna take you back in time. There used to be this thing called a Rolodex. It was amazing. You had it sitting on your desk and you could turn it and it had paper and you'd write on the paper about people. That's your Rolodex. That's your gold. That's your count list. That's your hard earned contact list. Make sure that you're utilizing it and utilizing those relationships 'cause you never know when they might bear fruit. We're gonna be back in just a moment after this break as we wrap things up on the 10 best business prospecting methods. Conclusion I've got a bonus for you. We didn't talk about timing. And I don't like using 11 'cause it just doesn't sound right to me. I like a 10. I like a 10 list. Top 10 to David Letterman. Timing is everything. You've gotta get the right message in front of the right audience, the right number of times at the right time. So it's frequency of getting that message out there 'cause you need to cut through the clutter. It's gotta be the right message. We talked about that earlier how you craft that right email message. It's gotta be the right audience, the right people that you wanna be talking to, but then timing is everything. Brendan King, CEO of our company, has this great line: "People buy when they're ready." And we've gotta remember that we need a constant cadence to that prospect or that customer list. And we can use robots to deliver the message. Back in the good old days when I was carrying a bag, I'd have to kill a tree, photocopy something. Then I'd have to kill a highlighter and highlight the item that I wanted. Then kill a stapler by stapling my business card to it and then kill the environment by putting fuel in my vehicle and driving across town to drop it on the prospect's desk. We don't have to do that anymore. We can use email. We can send SMS. We could send a physical mail package. We could courier something to them. We could send them LinkedIn InMail. We could respond to something that they posted online, but make sure that you're out there putting heat around that prospect or that customer because timing is everything. If you run a good business and you take care of your customers, they will feed you. That is a common denominator to everything that we talk about here on the Conquer Local Podcast and specifically on the Master Sales Series. Please subscribe and leave us a review. And thanks for joining us this week on the Master Sales Series. We unpacked, yes, there was 11, but the title is the 10 best business prospecting methods for you to exceed your quotas in 2022. My name is George Leith. I'll see you when I see you.

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.  

Inbox Messages in Business App allows your clients to reach out to you directly for sales and support through in-platform chat, and communicate with their customers by activating Inbox Pro product in marketplace. Support chat with you Your clients can use the Contact Us button in the bottom left of Business App to initiate a chat with you, and then come back to that conversation easily from the Inbox Messages tab. You can configure if this is enabled or disabled in the Business App configuration settings in Partner Center. For information about Inbox messaging in Partner Center, Sales Center or Vendor Center, see this article. Inbox Pro By activating Inbox Pro for an account, new features will augment Inbox giving your clients the ability to capture leads and interact with customers via SMS, Google Business Messages, and more channels. To learn more about Inbox Pro, see this article.   Related articles: Inbox Pro – Product overview Send your first message Inbox Messaging FAQs Inbox In-Platform chat in Partner Center

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.  

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.       

Customers with Customer Voice Pro have a tab in Business App called "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 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"

When one of your customers creates an account from your Store, we leverage Google Search to quickly and easily gather their business information. If the 'Create Account' search bar is not finding the business you are searching for, it's most likely because it's a "Service Area Business (SAB)". Service area businesses do not show up on the account creation page due to a limitation with the Google API that powers our listing search. To have the Google listing pulled into the Snapshot Report, please connect it directly in Reputation Management.    You can add the business manually by clicking 'Skip to Account Creation'.