Showing results for "Business App"

Inbox Platform Messaging Q: Will my clients or I be charged for using Inbox In-platform chat? Platform messaging is free! There are no costs for using Inbox in Partner Center to chat with your clients or your clients communicating with you through the in-platform chat. Q: Are there limits to the number of In-platform messages I can send to my clients via Inbox? There are no limitations on the number of messages that can be sent and received through Inbox communication between partners, vendors, and accounts. Q: Inbox Pro: How is a business assigned an SMS number? When activating Inbox Pro, the business will be automatically assigned an SMS number. First, the app will attempt to get a local number based on the business profile address. If no local numbers are available, a number from a neighbouring area in your country will be assigned. To see your assigned SMS phone number, navigate to Business App > Settings > Inbox Settings > Your SMS number.  Q: How can my clients send and receive SMS messages in Inbox in Business App?  SMS Message is now available in a paid Marketplace product that can be activated for an account, called Inbox Pro. View the product here, and start selling it today. Q: How do I enable Inbox messaging in my client's Business App account? To enable cross-platform messaging between you and your clients, enable Inbox for your clients by going to the Partner Center > Administration > Customize Business App > Inbox Messages > and checking "show this page."  Q: What happens if an account has Inbox disabled and I want to send them an in-platform chat? Partner Center users cannot send messages to clients if Inbox is not enabled in their clients/Business App users' profiles. To enable Inbox for your clients, you can check out this article. To see more Business App Configurations, you can check out this article.  Q: Does Inbox SMS use up Customer Voice Pro or Reputation Management Premium SMS add-on credits? No. Those credits are separate. Q: Can I block spam messages from Business App Inbox? Not at this time. Spammers can send messages to any number, and unfortunately spam messages have been sent to users of Inbox Pro. If your client is experiencing an unusually high amount of spam to a number, contact support and we can assign a new number.

Your clients can view and access their products right from their Business App. On the Products page in Business App, your clients will be able to see all of the products they have active. They can also select the ones that they use the most to appear in the side panel.  Configuring My Products in Business App You can remove access to the My Products page for all of your clients by going to Partner Center > Administration > Customize Business App > My products and unchecking the box that shows the page.  You can hide this tab or remove access for individual products on a user-by-user basis by configuring their permissions. How can I organize the products on the side panel of Business App? By clicking on the Products page and clicking on the pin icon in the top right of each product, you can choose which products will appear on the Business App side panel, for yourself. Each user can set these independently.

What is the AI Voice Receptionist? The AI Voice Receptionist is a total voicemail replacement, enabling businesses to answer calls 24/7 with an AI-powered receptionist. This feature ensures businesses never miss another call, even outside of business hours. The AI Voice Receptionist can: Answer frequently asked questions (FAQs) Capture contact details Send a detailed call summary to the business for follow-up Customers no longer need to leave voicemails or face unanswered calls, improving their experience and reducing the chance of them turning to competitors. Availability Please note that this feature is currently in Open Beta.  Voice AI is an early and evolving technology. It can perform incredibly well in many scenarios, but also might experience some less than ideal conversations. We are excited to bring big improvements over time as you and your customers experience Voice AI. This feature is currently available for businesses based in the USA and Canada that have activated Inbox Pro and been assigned a phone number.  Why Choose the AI Voice Receptionist? When a business is busy or unavailable, they still want new leads and customers to be taken care of quickly without making them wait. Before:A caller reaches out to a business, but if the call isn’t answered, it might go to voicemail or simply ring indefinitely. This often leads to customer frustration and missed opportunities, as leads go to the next business that answers the phone. Now:With the AI Voice Receptionist, every call receives an answer—24/7. Even if the business cannot respond immediately, the AI voice receptionist: Represents the business professionally Answers questions Captures the caller’s request and contact information for follow-up Key Features Always Available – The AI receptionist answers the phone any time of day, even during holidays or after business hours. This allows some businesses to set their business hours to be open longer.  The AI can also answer multiple calls simultaneously, allowing you to capture more leads without anyone getting a busy signal. Multi-Language Support – Supports multiple languages including English, French, Spanish, German, Tagalog, Hebrew, Chinese and many more. Note: Multi-lingual capabilities are in beta, and results may vary. Answer FAQs – The AI receptionist is trained with business-specific knowledge, enabling it to answer detailed questions about products, services, hours of operation, and more. This saves time for both staff and customers by providing immediate responses. Lead Capture – The AI understands caller requests and gathers their contact information, ensuring businesses can follow up efficiently. Call Recordings and Transcripts – All calls are logged in the CRM with recordings, transcripts, and summarized action items for easy review by the business team. Customizable Personality – Tailor the AI receptionist’s personality to align with your brand. Whether you prefer a calm and professional tone or a bubbly and playful demeanor, it’s up to you. Configurable Conversations – Control how the AI handles calls: Decide how it answers the phone Specify FAQs it can address Redirect callers to specific resources (e.g., website for reservations) How to Set Up and Use the AI Voice Receptionist Ensure Eligibility: AI Voice call receptionist is available to users of Inbox Pro in USA or Canada. Ensure an active phone number is assigned to the account. (Note: A2P registration is not required to start using calling features on the assigned phone number.) Enable the AI Voice Receptionist: Go to Business App > AI Workforce > AI Voice Receptionist > Configure. Check on “Phone call: Answer with Voice AI” and hit save. Test the default Voice Receptionist by calling your assigned number. Customize the AI Receptionist: Assign a custom name to the AI. Update business knowledge to ensure accurate database from which it can lookup answers. Add 'additional instructions' for common caller scenarios: Example: IMPORTANT: When you answer the phone, say "Hello...." Example: “If someone asks about reservations, direct them to [website.com].” Example: “If someone inquires about sending a fax, provide... relevant instructions. Customizing AI Voice Receptionist Options:  There are multiple voices to choose from, divided into different families—each with their own strengths. Businesses can now select from: Astra: Multilingual, less expressive, slower speaking Horizon: Multilingual, very expressive Deepgram Aura (New): English-only, highly accurate speech recognition, slightly robotic tone The Deepgram Aura voice family includes 16 new English-only voices designed for more reliable and accurate caller understanding, especially in noisy or difficult audio conditions. While these voices are less expressive than other options, their strength lies in understanding callers clearly and consistently—making them ideal for public-facing businesses that prioritize precision over tone. Note: Deepgram is currently English-only and may sound more robotic compared to Astra or Horizon voices, but offers superior speech recognition accuracy. Each voice family provides different strengths, ensuring businesses can select the tone, accent, and personality that align best with their customer base. How to Select a Voice Option: Navigate to Business App > AI Workforce > AI Voice Receptionist > Configure. Locate the Voice Settings section. Choose your preferred voice from Astra, Horizon, or Deepgram. Click the play icon to preview voices before selecting. Save changes and test by calling your AI receptionist number. Set a business phone number to forward missed calls to your AI Voice number A business can work with their phone provider to forward missed or busy calls to your Voice AI receptionist.  Many phone providers have instructions on how to do this. Some examples: United States AT&T Business: Manage Call Forwarding Landline Call Forwarding Call Forwarding User Guide Verizon Business: Call Forwarding: Everything You Need to Know Call Forwarding - Verizon Business Digital Voice T-Mobile Business: Call Forwarding Support Sprint Business: Self-service short codes for Call Forwarding Canada Bell Business:  How to use Call Forwarding on my mobile phone Rogers Business: Rogers Wireless Call Forwarding Telus Business: Call Forwarding SaskTel Business: Call Forwarding Note: A business may experience additional charges from their phone provider for call forwarding. Automate Follow-Up via SMS To enhance the AI Voice Receptionist experience, businesses can automate follow-up SMS messages after a call. Using the pre-built automation template, 'AI Receptionist sends follow-up SMS to leads who called,' businesses can: Trigger an SMS follow-up when a call is made to the AI Voice Receptionist. Generate a personalized message based on the call transcript. Send the SMS automatically through Inbox and Automations. This automation ensures that every caller receives an immediate follow-up, reinforcing engagement and preventing lost opportunities. How to Enable This Automation You or your clients can turn it on in Business App > Automations > AI Receptionist sends follow-up SMS to leads who called > [toggle on]. Frequently Asked Questions 1. What happens if the AI cannot answer a caller’s question? If the AI cannot answer a caller’s question, it will capture the caller’s details and pass the inquiry to the business for follow-up. This ensures no leads or customer concerns are missed. 2. How accurate is the AI at answering FAQs? The AI is trained with the business’s knowledge base and FAQs. The open beta preview is highly capable, but you may see unexpected behavior. Accuracy will also depend on how well the business provides up-to-date and comprehensive information during configuration. TIP: Don't give the AI too much knowledge to draw from; it currently performs best when it's been given only highly relevant, specific information that it will need for common phone interactions. TIP: For best performance answering common questions, add instructions to the 'Additional Instructions' area of the Voice AI configuration, since this information is available for the AI to use in its answers without needing to "look up" anything.  Common questions like pricing, services, FAQs can be added there. 3. Can I choose which languages my AI receptionist speaks? Yes, businesses can enable specific languages for the AI receptionist based on their audience. Many common languages are supported, and the voice AI can switch into a different language at a caller's request. Multi-language support is currently in beta, so results may vary. TIP: To instruct your AI to answer calls y default in another language, add this to the 'additional instructions': "IMPORTANT: Begin all calls by speaking [language], and say: "Bonjour..." 4. How do I listen to call recordings and review transcripts? Call recordings and transcripts are accessible through the Inbox and the CRM.  New calls will appear in Inbox, and be logged on the contact activity in the CRM.  Users will be notified about new calls via Email and App notifications. 5. Can the AI receptionist handle multiple calls at the same time? Yes, the AI receptionist can manage multiple calls simultaneously, ensuring no caller is left waiting. 6. Can I update my AI receptionist’s script and knowledge base after setup? Absolutely! You can update the AI’s script and business knowledge at any time by revisiting the configuration settings in the AI Workforce section. 7. Is there a limit to how long the AI can engage with a caller? During the beta, there is a 5 minute call limit. When a call reaches 5 minutes, it will end without warning. 8. Does the AI receptionist work with existing business phone systems? The AI receptionist works with any phone number assigned through Inbox Pro. It can also receive calls forwarded from other phone systems. It does not integrate directly with third-party phone systems at this time. 9. Can the AI redirect calls to a human representative? Not currently, the AI will capture contact details and then send a notification to business users, for them to follow up via Inbox (send a text) or return their call. 10. How much does the AI Voice Receptionist cost? The AI Voice Receptionist is included with Inbox Pro subscriptions. To allow everyone to experience this feature, we are currently providing 300 minutes of call time with your Inbox Pro subscription!  In the future, there will be per-minute billing options to fit each business's needs. 11. Can I remove the "This call is being recorded" message at the beginning of the AI Voice Receptionist calls? This notification is a legal requirement in Canada and many US states. In the future, we might look at allowing individuals to opt-out by letting them assume all legal risk, but at this time the notification will remain in place for all use. Leverage the AI Voice Receptionist to ensure every call gets answered, customers feel valued, and no leads slip through the cracks. Activate it today to elevate your business’s customer service and efficiency!

You cannot white-label the Business App login page, 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 the market-specific branding will be shown within Business App. 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.  

Brand managers can efficiently respond to their Facebook, Google, and My Listing reviews from Multi-Location Business App using review response suggestions.  Responding to the many reviews a multi-location brand receives each day is a time-consuming task. With review response suggestions, brand managers can respond to each online review, for any location, in just two clicks. Suggestions will pull in dynamic components in order to personalize the response. Dynamic components include the reviewer's name, business name, business phone number, and more. Brand managers may also be required to use only brand-approved responses in order to keep a consistent voice across the locations. With the ability to add custom review response suggestions, brand managers can stick to a set of brand-approved responses to ensure consistency. How does it work? Go to Partner Center > Accounts > Multi-Location Groups. Locate the Multi-Location Group > Open Multi-Location Business App. Reputation > Manage. Select the review response suggestion using one of the quick-action buttons.  Optional: Edit the text. Click Respond to post the response to Facebook, Google, or My Listing. To manage your Templates, follow these steps: Go to Partner Center > Accounts > Multi-Location Groups. Locate the Multi-Location Group >  Open Multi-Location Business App. Reputation > Manage. Click the gear icon  to see a list of all templates. To edit or delete a pre-existing template, click the kabob  > Edit/Delete. Options to edit a template include: Template title Review response Insert dynamic fields Select which ratings to show the template Click Save. To add a new template, follow these steps: Go to Reputation > Manage. Click the gear icon  to see a list of all templates. Click Add new template. Fill in the following fields to add a new template: Template title Review response Insert dynamic fields Select which ratings to show the template Click Save.

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 Google Q&A in Multi-Location 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

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'.

Overview The missed-call text back feature in Inbox ensures that your business can promptly respond to incoming calls, even when they go unanswered. Whether a call is missed because the line is busy, or the caller hangs up before it is answered, this feature allows you to send an automatic text message to the caller. Alternatively, businesses can choose to send a text to all callers immediately. This functionality helps businesses maintain strong communication with their customers, reduce the chances of losing leads to competitors, and ensure a positive customer experience. Benefits Instant Communication: Ensures customers receive a response within seconds, even after hours or during busy times. Improved Customer Experience: Demonstrates responsiveness, increasing customer satisfaction. AI Integration: If enabled, AI can respond to the customer’s text, answering questions and providing value immediately. How to Enable Missed-Call Text Back Access Settings Navigate to Business App > Administration > Inbox Settings > Phone & SMS > Settings. Enable Call Forwarding  If not already configured, set up call forwarding to redirect unanswered calls to another number. Activate Text Back Messages In the settings menu, enable the “Follow up with an SMS message” option. Configure Text Back Preferences Choose when to send text messages: For all calls: A text message is sent immediately whenever a call is made to your Inbox number. For missed calls only: A text message is sent only when a call is deemed unanswered. Customize Your Text Message Craft a professional and concise message. Include: Your business name. Any relevant follow-up information. An opt-out option if required by your region’s regulations (e.g., “Reply STOP to opt out”). Enable AI Responses  Turn on AI functionality to allow automated replies to customer responses. This ensures customers receive immediate assistance, even through text. Example Text Back Message “Hi, this is [Your Business Name]. We noticed you tried to call us but couldn’t reach us. How can we assist you? Reply to this message, and we’ll get back to you shortly. Reply STOP to opt out.” Why Use Missed-Call Text Back? Quick Responses: Keeps your business top-of-mind for customers by responding instantly, reducing the likelihood of them reaching out to competitors. Enhanced Productivity: AI-driven replies can handle common inquiries, saving your team time. Improved Customer Retention: A responsive approach builds trust and loyalty among your customers. Enable the missed-call text back feature today to ensure no customer inquiry goes unanswered, and your business remains the most responsive option for your audience.

Sync your client's business listing information to Apple directly from Local SEO Pro Syncing your client's business with Apple through Local SEO is a great way to ensure the business information is accurately represented on Apple Maps and other Apple services. This integration helps businesses enhance their visibility and reach millions of potential customers using Apple devices.  Why are Apple Listings important?  Increased Visibility: Apple Maps is used by millions of people daily to find businesses and services. By listing your business, you increase the chances of attracting local customers. Accurate Information: Ensuring your business details are correct on Apple Maps helps potential customers find you easily and trust the information they see. Enhanced Features: Apple listings synced through Local SEO allows businesses to add additional details like logos, cover images, and custom action links to their listings, making them stand out. How do Apple Listings Work? Data Synchronization: We send your business information to Apple, ensuring only the most recent and accurate data is included. This helps maintain the integrity of your listing. Confidence Score: Apple uses a confidence score to determine the accuracy of the data. If the confidence score is high, your information is more likely to be displayed prominently. Apple verifies data against the business website, so make sure the website is up to date before syncing to Apple.  Automatic Updates: Changes to the Business profile are pushed to Apple automatically, keeping your Maps listing up to date.  How to start syncing with Apple  1. Navigate to Partner Center > Accounts > Manage Accounts > Select an account (The account must have Local SEO Pro). 2. Go to the Listing Sync tab.  3. From here, you will see the Apple card.  Please note that Apple does not accept Service Area Businesses.   

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.

The Guides section of the Business App showcases a collection of articles that can help inform your clients on how to manage their digital presence and succeed online. You can use our prewritten white-label content, or alternatively, you can display your own custom guides from your own WordPress blog. You can show tailor-made content directly to your customers with custom guides powered by WordPress. This can include anything from help articles to talk tracks to sales pitches. How to display your own content If you want to show your own custom content in the Guides area of the Business App, you need to connect Guides to your own WordPress blog. Once configured, Guides content will display articles from your own blog. You can also ensure Guides only displays certain WordPress articles using tags. Adding your WordPress blog's URL Go to Partner Center > Administration > Customize Business App.  Select the Guides tab.  Check off Use your own WordPress blog and enter your WordPress blog URL. Note: This URL is often different from the homepage of your WordPress website. These will generally take the form of https://www.yoursite.com/blog. This can be found by navigating to the blog on your site. Optional - Enter any tag IDs you wish to filter to. Only blogs that contain one or more of the tag IDs entered will display in Business App. Note: Tag IDs are the numerical values assigned to your tags in WordPress. For details, see Find your tag IDs, below. Optional - Check the Embed title in the first article image checkbox. This will showcase the title on the first image within the blog. Click Save. Your blog will now be used as the source of guides in the Business App. Note: If you have not entered a valid WordPress blog URL, or the URL does not work for any reason, no guides will display in Business App. For this reason, we recommend checking Business App to ensure it displays correctly after saving your changes in Partner Center. Find your tag IDs When you tag a post in WordPress, that tag is assigned a static ID. You'll need this in order to filter your blogs. Log in to your WordPress admin panel. Hover over Posts in the side panel. Click Tags. If you've tagged posts previously, you'll see those listed on the right of the page. If not, you can create a new tag on the left.Once a tag exists: Click on the tag. In the URL, copy the number after tag_id=. Example: In https://website.com/wp-admin/term.php?taxonomy=post_tag&tag_ID=4&post_type=post&wp_http_referer=%2Fwp-admin%2Fedit-tags.php%3Ftaxonomy%3Dpost_tag, the tag ID would be 4.

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. 

With the integration of a meeting scheduling link (like CalendarHero) 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 > Administration > My Team. Find your Salesperson and click the 3 dots next to the name and select Edit Salesperson. 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 > Accounts > Manage Accounts > Select Account > Edit > 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.

Vendasta enables Partners to review and manage updates to their clients’ Google Business Profiles (GBP) directly within the Admin portal. This feature gives Partner's control over GBP updates, ensuring the information displayed aligns with the clients’ preferences and maintains consistency across platforms. How It Works When Google updates a client’s GBP, you’ll see these updates listed in the Admin portal. You can then take the following actions: Approve Changes: Accept Google’s updates, which will sync the updated information across your client’s GBP and any other publishers connected through Local SEO. Reject Changes: Reject Google’s updates, which will trigger a new sync to republish the original data you or your client have deemed correct. This process ensures accuracy while adhering to Google’s Terms of Service, which require user involvement to overwrite GBP data programmatically. FAQs Q: Why can’t updates be automatically pushed to Google? A: Google's Terms of Service prohibit automatic overwrites of GBP data. To ensure compliance, all updates must be reviewed and manually approved or rejected by a user. For more details, see: Google Business Profile Help Q: What is required to enable this feature? A: To see GBP updates in the Admin portal, the following conditions must be met: The client’s GBP must be authenticated. Local SEO must be active. Sync must be enabled for the business. Q: Why is this feature available for Partners but not for clients? A: Most Partners manage GBP updates as part of their services for their clients. Consolidating this functionality in the Admin portal allows Partners to manage updates for multiple businesses more efficiently.  For more information on managing GBP updates please contact Vendasta Support. 

What are Business Fields for Yext? Partners and their clients can update these new fields for their Business Profile data to be included in the Yext syndication via Listing Sync Pro. These new fields include Brands Carried, SEO Keywords, and Instagram Handle.   Why are business fields important? Users can simply update the business details from the Vendasta Platform. These fields provide additional information about the business that helps inform consumers looking for that business and what it offers. For example, having Brands Carried gives the consumer more knowledge about the business to ensure they are selecting the correct place. Please note: business profiles with these fields already filled out will automatically be pushed to Yext.  How do you update these new fields? Go to Business App > Settings > Business Profile > Edit Business Profile In the Location tab you will find the area to update Brands Carried: In the Social tab, add the URL for Instagram: Under the Marketing tab, add SEO Keywords under "Search Engine Information": Be sure to click "save" on each tab when done making these updates. Once updated, these new fields will begin syncing with Yext and will be reflected across their distribution network. For information about all the business fields that sync with Yext through Listing Sync Pro, please review this article: What business information does Listing Sync Pro update? 

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 

This guide helps troubleshoot issues with not being able to see packages in the Business App store. Common Causes: Common reasons to explain why published packages are not visible in the Business App store is failing to select a category when the package was created, not selecting which categories appear in your store, and copying your package to the correct market. Troubleshooting Methods Method #1: Failed to Select a Category Navigate to Marketplace > Packages, and search for the package that you created Click on the 3 dots (options menu), and select Change Categories Once you select any of the store categories listed, the package will appear in the Business App Store tab under the selected category. Method #2: Select which Categories Appear in Your Store Navigate to Marketplace > Manage Store > Categories Add the category, package, and toggle ‘Show in store’ Method #3: The Package has not been Copied to the Correct Market To copy the package to the desired market navigate to Marketplace > Packages. Click on the 3 vertical dots to the right of the package > Copy. Select the required market > Save and Publish.

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 > Automations > Templates > Manage Client Templates. OR 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. 

Template Name Create Companies from Visual Visitor. Purpose This template is designed to help users create companies in the CRM using data available in Business App. By leveraging this functionality, users can streamline their processes and efficiently manage company information. Configuration The current template configuration allows users to create companies with a set of minimum required details. If additional information from Visual Visitor is needed, users can customize the template accordingly. Visual Visitor offers a comprehensive set of data points, which can be integrated into the Business App. For a detailed list of data provided by Visual Visitor, visit their support page: Integrate Our Data with Any System You Like. Demo

Reputation Management users can easily edit and update their business profile information without being redirected outside of the application. Why is editing your business profile in Reputation Management important? This makes editing the business profile information even easier and quicker with an edit link right on the Primary Listings page within Reputation Management.  How does editing your business profile from Reputation Management work? Go to Business App > Reputation Management > Listings > Edit to open the business profile and update the information as necessary. After updating, click the Save button at the bottom of the page.