Showing results for "Business App"

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Business App: Recent Activity page

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.  
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Managing Email Configuration Settings in Business App

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

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.       
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Integrate Quickbooks with Business App - Overview

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.  
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Meeting Scheduler comes to Business App

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.
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Offer the Free Version of CalendarHero in Business App

The free version of CalendarHero (Basic Plan) is available to activate for your client accounts in Business App. It’s no surprise that when businesses — from local salons to law firms and real estate agencies — add online scheduling to their websites and customer outreach, booking rates along with customer satisfaction and revenue rise. In a recent report, GetApp found that 94% of customers would choose a service provider over a competitor if that service provider had an online scheduling option. Today, online scheduling software is essential for any appointment-based business or customer-facing team that relies on meetings to grow revenue. CalendarHero’s free version (also known as the Basic plan) is available, making it easier for your clients to get up and running with online scheduling right out of the box. What is it?  CalendarHero’s Basic plan is the free, default version of CalendarHero. It is an excellent option for clients who are new to online scheduling or those with limited scheduling needs who still want the benefits of automation. The Basic plan includes essential scheduling functionality. *On the Basic plan, users are limited to schedule up to 5 meetings per month using the CalendarHero web-based meeting scheduler. Users can upgrade to the Team plan to schedule unlimited meetings.  **On the Basic plan, the personal scheduling link expires every two weeks (this does not affect the website embed). Users can upgrade to the Team plan to generate unlimited static scheduling links. Why is it important? By releasing the free version of CalendarHero, your clients will gain immediate access to online scheduling, adding even more value to their Business App experience. There are no limitations to how many free versions of CalendarHero you can offer your clients. Set everyone up with online scheduling!  Scheduling for everyone: Add instant value to your accounts with immediate access to a best-in-class meeting and appointment scheduler.  Try it before you buy it: Ensure your clients have the opportunity to test-drive essential scheduling features and experience the benefits of online scheduling right away.  Product-led growth: Once your client is ready to scale, standardize scheduling across their company, and make the most of premium features — there’s an easy self-upgrade mode to CalendarHero’s Team plan.  Who has access to it?  CalendarHero is now enabled by default, just like Vendasta’s other foundational solutions such as Advertising Intelligence, Reputation Management, and Listing Builder. That means any new accounts you create in Business App will have the free version of CalendarHero automatically added to it. As always, you have the option to customize which foundational products you activate automatically. How do I upgrade a user to the paid version of CalendarHero? When you’re ready to upgrade a client to CalendarHero’s Team plan, you’ll need to purchase a Team plan add-on in the Marketplace. Each add-on is the equivalent of one paid user seat. For instance, if you have four employees in your client’s account that require the Team plan, you’ll need to purchase four Team plan add-ons. Soon after this initial release, self-upgrade modes will be present in the user experience of the Basic plan, highlighting plan limitations and making upgrading to the Team plan seamless. The upgrade buttons or links will direct users to your Shopping Cart experience. Can I have free and paid user seats for the same client's account?  One of the benefits of offering both CalendarHero plans in the Vendasta Marketplace is that your clients can have a combination of plans for different users. For instance, one business could have five Team plan add-ons for employees with high scheduling needs and three Basic plans for employees with lower scheduling needs. Your client's account administrators will be able to easily control which users get access to the paid or free versions, once logged in to CalendarHero. Will my pre-existing accounts also have access to the free version of CalendarHero?  We have plans to retroactively enable the free version of CalendarHero to accounts that were created before this release. If for whatever reason you did not receive the reminder to opt out of this feature, reach out to your sales representative for further clarification.  If you wish to activate CalendarHero for all your clients now, simply follow the steps in this guide to do so.  Learn more about reselling CalendarHero and the benefits of online scheduling here.     
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Add a Custom Video to Get Started Page

Partners have the ability to add their own custom video to the 'Get Started' page in Business App. The purpose of this video is to effectively onboard your prospects and clients into Business App.     With further customization options for Business App, you have the ability to communicate and onboard your clients to your liking and better align with your brand. Create or add your own video, with your own messaging. How do I add my video?  Your video must be uploaded to YouTube in order for it to appear in Business App. To add a video, navigate to Partner Center > Administration > Customize Business App > Get Started > Check off onboarding video > Paste the link to your YouTube video > Save. 
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Multi-Location Business App: Google Q&A

Brand managers now have the ability to monitor Google Q&A across all their locations from Multi-Location Business App. See a stream of questions across all your locations and answer questions right within the dashboard. Plus, see a concise report of Google Q&A activity in the Executive Report.  Google Q&A is another highly visible way for customers and the public to interact with brands online. Just like with online reviews, it is important to monitor and respond to Google Q&A activity. Any Google user can write a question and any Google user can answer that question. This makes it lucrative that business owners to be alerted to new questions so they can be the first to respond.  Keeping up with Google Q&A across multi-location businesses can be a lot to manage. Going into different Google Business profiles to see and answer the various questions is time-consuming and repetitive.  Google Q&A in Multi-Location Business App allows the business to: Create meaningful communication with current and potential customers  Have an effortless exchange of requests, advice, and help between brands and consumers Highlight a brand’s most important FAQs to save time for both owners and customers (coming soon) Avoid confusing or wrong information about a business or brand Capture data about customer needs and desires Boost rankings in search results How does it work? Go to Multi-Location Business App > Google Business Profile > Google Q&A. Here you will see a feed of questions and answers. Type an answer into the text field and click Answer to have it posted directly to Google.  Multi-Location Executive Report
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Should I connect my social accounts in Business App first?

If you connect your social accounts (such as Facebook or Google Business Profile) to Business App first, it will automatically connect the account(s) to other areas on the platform! This includes products like Social Marketing, Reputation Management, or Local SEO.  When you have your social accounts connected and active products, you will see valuable stats throughout the product sections of the Executive Report. If you have your social accounts connected to Business App but there are no active products for the business, you will only see data in the Marketing Funnel.
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How does a Business App user access CalendarHero?

CalendarHero has been integrated into the Vendasta platform! A user can access the CalendarHero dashboard through Business App. 1. Create a new Business App user in Partner Center. (CalendarHero should be activated for the account.) 2. The user can login to Business App and click on CalendarHero in the left navigation. 3. The user's CalendarHero account will be created automatically and they will be routed to the dashboard to set up their calendar and meeting links. Please note that if you would like to be a user on more than one CalendarHero account, you will need to set up a unique user with a different email address on each account.   
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How to Add a Booking Link in Business App Contact Card

With the integration of a meeting scheduling link (like CalenderHero) in Business App, you can be more accessible to your clients. They will have an option for quick and easy bookings right from their mobile device or desktop browser on any platform they use. Partners using Business App can display a CalendarHero meeting link (or any meeting scheduling links) on their salesperson profile, which will then appear inside the Business App contact card for accounts that have been assigned to that salesperson user. How to set up 1. Add a link to salesperson profile: To add a booking link to your salesperson profile, go to Partner Center > Sales > Salespeople, find your salesperson and click the name to edit the profile, then scroll down to find the field labeled "Book a meeting link" and enter your URL, then hit save. 2. Assign the salesperson user to the account: In Partner Center > Businesses > Account > Business Profile > Administration, ensure that the correct salesperson is assigned to the account. Once set, users of that account will see a new "Book a meeting" button on the contact card of Business App.
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Business App: Ask questions related to Task Manager projects

Business App users can now message their fulfillment team directly through Business App. Previously, clients had to email or call their fulfillment team outside of Business App. This created a disconnect as they couldn't ask a question in the same place they could see the status. By adding this option to Business App, clients will be able to more easily coordinate with their fulfillment team. How does it work? Ask questions from Business App Provided a Task Manager user has set a project to be visible in Business App, users will be able to reach out to their fulfillment team: Log in to Business App Go to My Products Click Ask a question about your service by the relevant project Compose a message Click Send Who is notified about a question? Anyone assigned to a task within the project will be notified. When a question is asked, they'll receive an email and an in-app notification. Clicking on this will bring the assignee to The Loop.
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Is the client Academy only available if certain products are active?

The Academy for business app users is free. An active product is not required to have access. Clients will be able to access the courses from the Academy card in Business App, or by going to https://mydigitalbusiness.academy/. To make sure it is enabled for the Business App users to see in their dashboard, check off the following setting: Partner Center > Administration > Customize Business App  > Check off 'Academy Courses' > Save.   See this resource for more details: Courses for your clients  
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Can I customize my Business App and Sales & Success Center Login Page?

You cannot white-label the Business App or Sales & Success Center Login pages, however, if you are using multiple markets with different branding on each, you can use a generic logo for the default branding market. This will display the generic logo on the login page, and as soon as the user logs into Business App or Sales & Success Center, the market-specific branding will be shown within Business App or Sales & Success Center. To change the branding, please go to Administration > Partner Branding > Logo. If you have multiple markets and would like to brand them differently, select another Market in the  'All Markets' tab (top right of the same page) and customize accordingly.  
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Review features embedded in Business App, powered by Reputation Management

For accounts that have an active Reputation Management product, they will see review management features within Business App to help them manage their reviews without leaving the app.      It’s now easier than ever for your clients and your team to manage reviews in Business App, with these new embedded features.  Users don’t have to load a whole separate app and domain to quickly see their latest reviews and reply (using AI!). Advanced features and configuration of Reputation Management are still available by launching the app, from the Launch button at the top of the page, or by clicking Open App from the My Products page. FAQ: How can I see more reviews by default when visiting the Reviews tab in Business App? A: Partners can set a default time range for Business App that applies across the whole app, including the Reputation Management pages.  In Partner Center, go here: Businesses > Manage Business App > Customize Business App > Pages > Dashboard > Default Reporting Period.     Make sure to set this on the correct market that the account belongs to. Choose which market in the top right of the Customize Business App page. The next time someone opens Business App, the date picker across the app will default to this date range.   How do I open the Reputation Management product? A: Reputation Management product is still available by clicking the Launch button at the top of the page, or by clicking Open App from the My Products page.
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Allow your clients to invite other businesses to Business App

You can now allow your clients to invite other businesses to Business App, helping you acquire new leads and grow your customer base.  To turn on this setting: Create a landing page on your website to attract new customers. It's best if this page contains an Acquisition Widget so prospects can sign up, receive a Snapshot Report, or try free products. Go to Partner Center > Administration > Customize Business App > Add Your Clients Copy and paste the link to your landing page in the Invitation Landing Page URL field. Click Save.     Once the link is provided, an Invite a business button will appear in the profile section of the Business App.      When one of your clients clicks this button, they'll see this page (below) where they can copy the link to your landing page. They can then share this link with other businesses.     When a new business clicks on the link, it'll go to your landing page. If you've embedded an Acquisition Widget on the page, they can submit their contact information there. Want businesses to self sign-up for Business App? Configure the Acquisition Widget to create a Snapshot Report. New businesses will receive an email with the Report, and when they open the Report, they'll see a button to preview Business App. From there, they'll see the option to Sign up for the app. Configure the Acquisition Widget to send a campaign that includes a link to preview Business App (use the Business App Preview dynamic component). This button will allow businesses to preview Business App, where they'll see the option to Sign up for the app.   Start acquiring new customers 
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March 25th, 2024: Intermittent Login Issues in Partner Center & Business App

8:25 AM (CST) We are currently investigating errors when accessing Partner Center, Business App and marketplace products.  We apologize for the inconvenience as our team works to resolve these issues as quickly as possible. 9:30 AM (CST): An issue has been identified and a fix is currently being deployed. 9:35 AM (CST): The issue has been resolved.
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Partner-Made Automations Templates

What are Partner-Made Automation Templates? Streamline Your Workflow with Reusable Automation Templates! By creating templates you can empower your clients to leverage pre-built automation structures. You and your clients can easily customize the automations from the templates to save time, and standardize workflows. How to Build an Automation Template Step 1 - Navigate to Partner Center > Administration > Customize Business App.  Step 2 - Click on the Automations tab, and then select Templates.  Step 3 - Click Create, or choose an existing template to update (Please note that you will not be able to update the Vendasta-made templates that have the "Platform" tag). Step 4 - Create an automation. Step 5 - Use the toggle on the top right-hand side of the page to publish the template. Please note: These templates are strictly for your clients, and your clients will not be able to create templates for themselves.   
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What do I do if my Google Business Profile is suspended?

If your Google Business Profile (previously Google My Business) listing is suspended, the owner of the business must appeal the suspension directly to Google. Vendasta is unable to appeal suspended profiles on your behalf. Google may suspend Business Profiles and user accounts that go against their guidelines. Check Google's guidelines. Fix a suspended profile Important: To avoid delays, submit one request per account. Review the Google Business Profile guidelines.  Sign in to Google Business Profile. Ensure your profile follows the guidelines. Learn how to edit your profile. After your profile meets the guidelines, you can ask for reinstatement. Use our form. Appeal a denied request If your request was incorrectly denied, contact Google. They can help verify your eligibility. When you get an email from them, reply with: Pictures of the front of the store Summary of business operations
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Google Business Profile Insights

What is it? Since adopting Google's latest APIs to power our Google Insights data, all Vendasta customers will now have access to new and valuable Google Business Profile Insights.  The following metrics have been added wherever applicable in the Vendasta platform: Search Terms - available in Local SEO and the Executive Report Search Total - available in Local SEO, the Executive Report, Multi-Location, and Multi-Location Executive Report Customer Interaction [Bookings] - available in Local SEO, Executive Report, Multi-Location, and Multi-Location Executive Report Customer Interaction [Conversations] - available in Local SEO, Executive Report, Multi-Location, and Multi-Location Executive Report Customer Interaction [Food orders] - available in Local SEO, Executive Report, Multi-Location, and Multi-Location Executive Report These new metrics are defined by Google as: Searches: The queries people used to find your client's business. The Searches metric is updated at the beginning of each month. Please note updates may take 5 days to show up. Bookings: Number of completed bookings by customers.  Food orders: Food orders placed for pickup or delivery directly from your client's Google Business Profile with an Order with a Google Provider.  Conversations: Number of unique conversations through messages. What does it look like?  
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