Showing results for "Business App"

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Listings: How to authenticate a Google Business Profile listing

There are three places where you can connect a Google Business Profile account in the platform. Once you've connected a Google Business Profile account in one of these three areas, it will be connected in all of them. To authenticate a Google Business Profile account in Reputation Management: Go to the Listings tab of Reputation Management. Click the Google listing. In the dropdown, click View Possible Matches Click Connect Google Business Profile Log into your Google account and select a location (this location must be verified on Google). To authenticate a Google Business Profile account in Reputation Management Settings: Connect a Google Business Profile account in Reputation Management > Settings > Connect Accounts     To authenticate a Google Business Profile account in Local SEO > Listing Sync: Go to the Listing Sync tab in Local SEO. Click Sync to fix Google on the Google listing source. Authenticate a Google account. Select a Google business listing. The Google account must already have access to this listing. Click Turn on Syncing to sync to the Google Business Profile within seconds. You must verify the listing in the Google Business Profile dashboard for changes to display on Maps, Search, and other Google services. Follow these instructions. Changes to location info via Business App or Partner Center will automatically syndicate to Google Business Profile! Contact support@vendasta.com if you experience any trouble completing the above steps.
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Can Business App users access Yext directly?

No, the Yext dashboard is only accessible to the Partner Center Admins. Business app users can find the listings information populated under the Local SEO > Listing Sync/Listing Management tab.
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What data is included in the Executive Report when QuickBooks is connected?

Once a user has connected their QuickBooks Online account in Business App, their Executive Report will include data on their income, expenses, and more.  They will also receive in-platform and email notifications whenever one of their QuickBooks Online invoices has been paid in full. 
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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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How do contacts differ from Business App users?

Contacts refer to specific individuals at a company but they do not have access to any part of the platform. Users, however, have access to Business App and can receive notifications from the system, allowing them to access any products that are active for their account (if access is granted).  While contacts and users have limited interaction, these two entities are primarily separate. The occasions where these two are linked are as follows: Users are created with a corresponding contact when an account is created via the Accounts tab in Partner Center. If a user is deleted in Partner Center that matches the email address of a contact, the contact will also be removed. Please note that changing the email address of a contact will disassociate that contact from the Business App user. Additionally, removing a contact will not remove the corresponding user.  
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What does the Executive Report look like? What will it contain?

  The Executive Report assembles metrics from products throughout the Vendasta platform, making it your client’s single source of truth for the state of their online presence, including: More products and more key performance indicators from across the marketing stack, including Reviews, Listings, Social, Website, SEO, and Advertising. Most apps that are active on the account push data to the report. Short-term changes and long-term trends. Compare metrics week-over-week or month-over-month, and use long-term trends to contextualize changes over time, e.g. “You may have received fewer website visits from Google Maps this week, but since you’ve started working with us 6 months ago, your website traffic has more than tripled.” An automated email with relevant highlights is delivered to your clients at the beginning of every week, month, or both. No sign-in is required to view the report, and it’s mobile-responsive, so your clients can view the report from any device. Immediate value on day one After running a Snapshot Report or authenticating Google Business Profile, useful personalized data will appear in the report in Business App within 5 minutes. White-labeled with your logo and branding in both email and Business App. By default, the Business App Executive Report email will be sent to users under these conditions: Users on accounts with active products that push data to the report, and Users on accounts that have authenticated Google Business Profile or Advertising Intelligence metrics. Products that push information to the Executive Report include: Reputation Management Local SEO Google Business Profile (via Local SEO)     Website Pro     Advertising Intelligence Google Ads (via Advertising Intelligence) Facebook Ads (via Advertising Intelligence) Social Marketing  Google Ads Robot Marketgoo Metricool SEO Network Instant Website with Facebook Sync PinnacleCart Google Ads for Small Businesses SiteGlue AI Starter SiteGlue AI Pro Alpha SEO - Full-Service SEO QuickBooks It is also possible to control email settings at the user level.  
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What's the definition of 'active user' in Business App?

In the automations system, there is a trigger called “When a user is active in Business App.” This document explains in more detail what will and will not fire this trigger. For this trigger, the user means only a true client. A user in this case is a user that has only a client persona attached to their email address. The email address of a true client user has only been used for the Business App account, and not for any other Vendasta accounts like Partner Center, Sales & Success Center or Task Manager. Impersonation or Admin viewing Business App: This trigger is NOT fired when an elevated admin user accesses Business App through another center. For example via impersonation or Admin-view (e.g. by clicking the “Open Business App” button in Partner Center.) This trigger is fired continuously while a user is logged in and interacting with Business App. This is why we recommend pairing this trigger with a rate limiter – otherwise, it may trigger an event over and over continuously while a user is using Business App. Product not supported:  Please note, currently, the event will not fire if a user has left Business App, and is inside a product like Reputation Management or Social Marketing. This trigger only applies to Business App itself.
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Inbox in Business App: Frequently Asked Questions

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 neighboring area in your country will be assigned.   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 seperate.   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.
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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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Multi-Location Business App: Review response suggestions

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 > Businesses > 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 > Businesses > 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.
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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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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 Listing Builder. 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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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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Why can't I see my package published in the Business App Store?

One common reason why published packages are not visible in the Business App store is failing to select a category when the package was created. To resolve this, under Marketplace > Packages, 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.You can also adjust which packages appear in your store categories by navigating to Marketplace > Manage Store > Categories. Also, if the package created is for a particular market, then the Business App Store of another market will not have the package visible. In that case, the package needs to be copied to the other market. This is done by going to Marketplace--Package--Click on the 3 vertical dots to the right of the package--Copy.   Select the required market--Save and Publish. The package will be copied and available for the selected market.
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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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