Showing results for "Business App"

Before responding to a customer review on behalf of your clients, you may need to contact those clients for approval. You can send emails directly from Review tasks in Task Manager. NOTE: Marketing Services may contact your clients directly if using their services. How does requesting approval for review responses work? You can send the request for approval from any Review task: Navigate to Open Task Manager > Tasks Use the Filters to find review tasks that require a response. We suggest selecting those with an Open status to find reviews without a response and using the reviews filter. Choose from an AI suggested response, a template, or draft your own. Click Request Approval The email will be delivered to all Business App users and notification recipients on that account, provided they have Review Response Approval enabled in their notification settings.   Note: These settings are set in Business App by the user and are not configured in Task Manager. Business App users can toggle on ' Review Response Approval' in the Business App > Settings > Notification Settings > Reputation Management. What's in the email? This email will include: A custom greeting The source of the review The name of the reviewer The body of the email (e.g. "Please approve within 24 hours") The content of the review A signature Once the email is sent, Task Manager will record the time within a public note for that task, and then change the task status to “Waiting on Customer.”

Note: As of February 21st, 2025, Customer Voice has become a legacy Vendasta product. Start using Reputation Management Premium to automatically collect reviews and NPS via email and SMS. Beginning on August 31, 2023, in an effort to reduce spam messages being sent and received, major mobile carriers like T-Mobile and AT&T will begin blocking messages being delivered from unregistered businesses in the United States. US-based businesses using Customer Voice or Reputation Management Premium must register their business to send text messages confidentially without getting blocked by the major carriers. This update applies to any account that has Customer Voice or Reputation Management Premium and has purchased an SMS Add-on Package and plan to send review requests via text messages.  Why is registration important? A2P 10DLC refers to a system in the United States that allows businesses to send Application-to-Person (A2P) messaging via standard 10-digit long code (10DLC) phone numbers. In an effort to create a more trusted and regulated ecosystem, A2P 10DLC requires businesses to register their business information and campaign information with the carriers. For clients, registration is required for those using Inbox (through Business App), Customer Voice or Reputation Management Premium to send notifications, marketing/promotional messages, and review requests.  How does a business register? In Customer Voice -  When logging into Customer Voice, users will find two notification banners. The first can be clicked to get to the form. The second banner is seen at the top of the SMS Configuration page. This provides a status update and more information. Step 1: Log into the Customer Voice dashboard and go to "Settings" to find the link to the SMS Configuration form shown below. If you do not see this link, then an SMS add-on package has not been purchased for this account. Step 2: Fill in all the fields in the form: Step 3: Choose to submit the information by clicking the “submit information” button or save the information by clicking the “save changes” button. Please note that once the information is submitted the form will be locked.  In Reputation Management Premium -  Step 1: Navigate to Settings > SMS Configuration > Follow the same steps as in Customer Voice to fill out the form.  FAQ Q: How long does registration take? A: Once the form has been submitted, registration through third-party verification can take anywhere from one week, up to one month. A third-party agency is being used by telecom carriers in the United States to verify business registration data with government databases. Q: How can I ensure my application is approved? A: The most common reason for a business’s application being rejected is because the information entered in the form does not match the information the IRS has for the business, associated with the EIN / Tax ID. Make sure the business information submitted matches exactly the same information associated with the EIN. Q: How does a business find their business registration number a.k.a. EIN / Tax ID? A: An EIN is a nine-digit number the IRS uses to identify a business for tax purposes, much like a Social Security number identifies an individual business. In the US, the Internal Revenue Service (IRS) issues a CP 575 EIN Confirmation Letter to confirm the unique Employer Identification Number (EIN) issued to a new business. The EIN provided in a CP 575 letter is required to file your company’s taxes, open a business bank account, and apply for a business credit card, loan, or payroll processing. If a business does not know their EIN, they can apply for an EIN by submitting IRS Form SS-4 online. Q: Can sole-proprietor businesses without an EIN register for SMS? A: Not at this time. We are investigating supporting this in the future, for both US- and Canada-based businesses. Q: The business has already registered via Inbox. Do they need to register again for Reputation Management Premium? A: No! Reputation Management Premium, and Inbox use the same phone number. Reputation Management review requests will be logged as events in Inbox messages, and replies will show in Inbox as well.  Q: The business is located outside of the United States. Do they need to register? A: Registration is strictly for businesses that wish to send messages to US numbers, through US telecom carriers. Some businesses may be located outside of the United States, but wish to send SMS messages to US numbers. This is not possible currently, but will be in the future.

With Multi-location Business App's social posting, you can: Post to multiple Facebook, Instagram or Google Business Profile pages in one go Customize posts for each individual location through dynamic content and allow the individual locations to customize multi-location posts in their own Social Marketing app. Review and monitor brand performance and drill down on individual locations in one view How does it work? Before you begin, make sure you have Multi-location Business App set up and that each location has Social Marketing Standard or Pro.Learn more about Multi-location Business App →For best results, each location should be set up as an individual account with a Facebook, Instagram, and Google Business Profile connected to its own Social Marketing app.  Creating a post Go to Multi-Location Business App > Social > Overview. Here you will see the overview of your Brand’s social performance with details for each location. Click on the Compose Post button to open the Composer. Note: Posting to Instagram and using the AI feature is a Pro functionality. Step 2 - Google Business Events and Call To Actions are also included while composing a post. Step 3 - Refine Locations By default, all locations are selected. Click Refine Locations to select locations by Group, Geography, or Location. Group - select a group that you’ve previously created. You can create groups according to however you want to classify your locations. (Example: franchises, corporate-owned branches, etc.) Geography - select locations by country or by state/province  Location - select specific locations that you want to include in your post Step 4 - Recent, scheduled will have posts mentioned as one for Facebook and Google Business Profile. Click on all locations to see the accounts where the post was made. Click on all locations to see the accounts where the post was made. Click on the individual account name to go to a single location. Dynamic content Once you’ve refined the locations, you can proceed with creating your post. Using dynamic content, you can customize your post for each location. Simply click on the dynamic content icon to add any of the following information: Business name City Phone number Dynamic content automatically pulls each location’s details. You can see what your post looks like in the preview pane of the composer. Once you’re done with your post, you can choose to either publish it immediately or schedule it for a specific date and time. Easy customization Each location can customize a scheduled multi-location post through Social Marketing in its own Business App. They can edit the post as they would with any regular post: change the date and time of posting, edit copy, change images, add hashtags, etc. Simply go to Business App > Social Marketing > My Posts > Scheduled Posts or click View More on the Scheduled Posts section on the Overview page. You will see the scheduled multi-location post and will be able to edit it. NOTE: Editing a multi-location post for a single location will prevent you from making bulk edits to this location’s post through the Multi-location Business App.If you try to make changes to your multi-location Scheduled Posts, you will also see a notice through Multi-location Business App > Social > Managed Posts > Scheduled Posts. Manage Posts Clicking on Multi-location Business App > Social > Managed Posts will allow you to view Recent Posts. You can also view and edit Scheduled Posts, as well as retry any posts that may have failed. You can also see which locations are included in each post by clicking the locations link. After opening Social Marketing using Multi-location Business App, users will see “Manage Posts” which will allow having a birds-eye view of Recent, Scheduled, and Failed posts: Note there is also an empty state with "compose a post" to direct users to write a new post. Recent posts will appear here or there will be an empty state: Scheduled posts will appear here or there will be an empty state: Failed posts will appear here or there will be an empty state: Overview Finally, through the Overview page, you can see how your overall brand is doing and compare performance among your different locations. The "new posts" and "engagement" stats at the top of the page include data from posts published through the platform and directly on the connected social media sites.  Clicking a location will open a side panel with more details specific to the location. Through this panel, you can launch this location’s Business App, Social Marketing app, or Executive Report in a separate tab.  

How do local businesses attract new customers? The Customer Journey panel on the Business App Get Started page represents the key stages that people go through to become your clients’ customers. It is intended to help your clients understand each stage and to provide tactics to improve their current and prospective customers’ experience at each stage of the process. The Customer Journey is composed of 5 steps, explained in detail below. When users enter your client-facing app, they will see the introductory frame explaining the Customer Journey. Clicking Get started will walk a user through each stage. Users can also click on each stage individually to view more information.  Each section contains a key workflow that your clients can do to improve their customer journey. If there is an applicable product activated on the account, there will be a call to action where they can immediately take steps to improve that specific stage of the customer journey.  Awareness The first step in the Customer Journey concerns what your client can do to increase their audience within their local market. At this step, we recommend that users maintain an active presence and connect with their current and potential audiences on social media. Call to action: Users with an active Social Marketing product can click Make a post to launch the Social Marketing composer. Findability Potential customers may be aware of a business, but if they can’t find consistent and accurate information about that business online, they’re less likely to become customers. This step recommends that your clients keep track of their online listings and business information, like hours of operation, address, and contact information, and ensure that the information is up to date wherever it’s found. Call to action: Users with an active Reputation Management product can click Where am I found today? to view and verify the accuracy of their current business listings across the web. Alternatively, users can click Update my business information to edit their location, hours of operation, and contact information in the Business App. Reputation Potential customers frequently use online reviews to guide their purchase decisions, particularly when deciding among competing businesses. This step recommends that your clients monitor and respond to reviews frequently in order to rank above their competitors in online search and improve their ratings online. Call to action: Users with an active Reputation Management product can click Respond to my reviews to view and respond to their most recent reviews on sites like Facebook and Google. Conversion Having an informative and up-to-date website is crucial for helping customers find local businesses and learn more about their products and services. When people can easily find, contact, and buy from a business online, they’re far more likely to become customers. This step recommends that your client edit and update their existing website to reflect their current offerings and provide relevant information to their customers. Call to action: Users with an active Citation Builder product can click Edit my website to create or update their current My Listing page with relevant business information. Advocacy A local business’ best advocates are its happy customers. This step recommends that your clients reach out to previous customers for reviews to improve their overall star rating on popular review sites and help inform the purchase decisions of other potential customers in their local market. Call to action: Users with an active Customer Voice product can click Email my customers to create a request for reviews that they can send to past customers.

This article breaks down each section of the Executive Report in an easy-to-understand format. The Executive Report is the client’s single source of truth for the state of their online presence. It gives clients a rollup of everything happening across their digital marketing channels week-to-week, or month-to-month. This report is white-labeled, so it's automatically generated under your brand. This automated report gives clients a first-hand look at the return on their investment—it’s a great way to build trust, position yourself as an expert, and show how you’re delivering results each month. Why is the Executive Report important? Give your clients relevant, personalized, actionable data at the right time. The Executive Report is your secret weapon for engaging with your clients, continually proving your value to them, and retaining them for longer. Our study revealed that partners who use the Executive Report and connect a data source like Google Business Profile see a 51% increase in client retention rates over 24 months compared to those who do not use the Executive Report.By receiving proof-of-performance reporting consistently, you are providing your clients with evidence of the value you bring to their business and engaging them in your Business App offering. When is the Executive Report sent out? The Executive Report processes a lot of data. While we do our best to ensure it's ready to go at month's end, you may notice a 2-3 day delay before receiving your monthly report. When the Executive Report is received, it will contain data for the entire month. The monthly Executive Report usually goes out between the 1st - 3rd days of each month. The weekly Executive Report is sent out on Mondays. The Executive Report may be sent outside of business days as it recognizes the start of each month, not specifically Monday-Friday. NOTE - Accounts with active products generally trigger Executive Reports to be sent, however, for accounts with only Local SEO active, users will not receive any Executive reports if they don't have any changes in data as changes in the data are needed for a new executive report entry. If there are no changes from the previous month for any specific section of the report, the section will not populate the report for the current month. When is new data updated in the Executive Report? New data appears in the Executive Report automatically when supporting products are activated on an account, and some time has passed to allow for the ingestion of data. Times to get data vary based on the product.We support custom data integrations via API. If you have a database that you’d like to connect to the Executive Report, you can work with your Account Manager for a custom integration via our Marketplace APIs. What does the Executive Report look like? What Products are included in the Executive Report? 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 What data does the Executive Report contain? The Executive Report makes it even easier to show clients everything you accomplish for their business, month after month. Features include: 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 a Google Business Profile, useful personalized data will appear in the report in the Business App within 5 minutes. White-labeled with your logo and branding in both email and Business App. Who can receive Executive Report emails? By default, the Executive Report email will be sent to Business App 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. Viewing and Understanding the Executive Report On the top-right, you can choose your date range. In Single-Location Business App – Defaults are weekly or monthly reports. You can also choose a completely custom date range. Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header. Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header. How can Executive Reports be customized? At this time you cannot customize the Executive report. There is an option to rearrange the sections as a Partner Center Admin, however, you cannot edit or remove sections from the report. How can Executive Report notifications be turned off? Notifications can be enabled or disabled from Settings, Notification Settings, and Business App. Notification and Sample for Executive Report By sending your clients an email notification about their Executive Report, you are prompting them to visit and engage with their Business App, understand where they are performing well and where they should improve, and from there they can take the proper actions, such as an upgrade to a paid product or service with you.When a client receives an automatic notification that their Executive Report is ready, they’ll receive a personalized email that identifies the business’s highlights and areas for opportunities. This will prompt the client to see where they are winning and what areas need improvement. The call-to-action is for the client to view their Executive Report, which re-directs them to their Executive Report in their Business App. They do not need a login to view their Executive Report, but if they click on any button within their Business App, the client will be prompted to log in.

Vendasta is a white-label platform—meaning you can brand it as your own, with no mention of Vendasta. White labeling allows you to present a unified front with the solutions you already offer to your customers. Your branding is used in all customer-facing aspects of the platform, including Business App, email campaigns and more. To customize your branding – including Name and Logos go to Partner Center > Administration > Partner branding. To customize the name of Business App, go to Partner Center > Accounts > Manage Business App > Customize Business App Please note: Some white-labelling aspects of the platform may be limited by subscription.  Customizable brand elements You can customize the following features under the Partner Branding tab: Company Name Theme Logo Favicon Shortcut icon Primary Color   Company Name The company name to display to your customers on the platform, emails, etc. This is a required field. Theme Select your preferred theme (light or dark) for your team to experience in Partner Center. This will apply to the navigation only. Business App Theme Choose a default theme for your customers to experience Business App in, light or dark. We recommend User System Default, which matches the users' system settings. Users can also override your default choice when using the app to suit their needs. Logo Your logo appears in various places throughout the platform whenever white labeling is used. Your logo also appears in emails sent through the platform. It's important to ensure your logo looks good in both light and dark mode, and you can upload unique logos for each. Favicon A favicon is a small graphic that appears in the browser tab for Business App, helpful for differentiating your business app from other tabs the user might have open. The recommended file size is 16px (width) by 16px (height). Only ICO files are accepted. Company avatar / Shortcut icon A shortcut icon is an icon that appears on mobile phones and devices when saved to the user’s home screen. It is also used to represent your company internally in Inbox chat. The recommended file size is 512 x 512 pixels. Only GIF, JPG, and PNG files are accepted. Primary Color The platform displays your brand color in various accent places throughout the platform to represent your brand. This color also appears in some emails sent to clients.   Custom branding for markets By default, any options set under Partner Branding apply to your markets as well. If you’ve customized a market separately (under the Markets tab), any changes made under Partner Branding may not apply to those markets. To customize by Market, click the 'All Market' tab and select the market you want to customize. Web Chat You have the ability to enable a backlink footer on all your client web chat widgets, that says “Chat powered by [Your Company Name]” with a link to your website, to add some SEO-juice and drive new leads. The link has an automatically appended UTM so you can track engagement via Google Analytics. To enable, go to Partner Center > Manage Accounts > Manage Business App > Customize Business App > Branding and then enable the checkbox titled: “Show 'Chat powered by [Your Company Name]' on all web chat widgets” Additional resources For additional customization options, check out these articles: Customize your domains Customize text, buttons and translations Customize Snapshot Reports Customize your prospects' Snapshot and Account access experience Customize your email settings

When connecting an Instagram or Facebook account, you or your clients may encounter the occasional issue. While Facebook & Instagram's APIs are notoriously finicky, there are a few steps you can take to troubleshoot these issues: Check your Facebook page roles Connect your Instagram to Facebook Connect your Facebook page to the correct Instagram account Connecting Facebook to Products and Business App Managing multiple Facebook Business Pages across different Business App accounts Update your permissions Switch to a personal account (and back again) Note:  Does your Facebook page look different than the images below? You may be on the New Page Experience. Please see the New Page Experience troubleshooting article. 1. Check your Facebook page roles In order to post, you'll need to ensure you have Admin access to the Facebook Page you would like to post to.  Log into the Facebook account that has been given access to the Page you would like to connect. On Facebook, go to the Facebook Page you are trying to connect to. You can find this under "Pages" on the left-hand menu of Facebook when you first log in. Click on the name of the page.  In the menu on the left hand of the page that appears, scroll down to "Settings".  Next, click on Page Roles. Scroll down to the bottom of the page where it says "Existing Page Roles". Ensure your user is there, and the role assigned to you is "Admin". There are other Facebook page roles like "Moderator" or "Editor", but you will need to be an Admin to properly connect and post to the account. If you cannot find it, or if you are unable to access this page, you'll need to reach out to have another admin grant you an admin role or contact the owner of the page. 2. Connect your Instagram to Facebook It's important to ensure that your Instagram Business account is fully linked to a Facebook Page. This step can be completed on your mobile device or in your browser. Instagram accounts connected to Social Marketing must be Professional > Business accounts, not Professional > Creator accounts. The API currently does not support Instagram connections to Creator accounts. Please see Step 6 on how to switch your account type on Instagram. Mobile: Open the Instagram app Tap, then tap Settings Tap Account  Tap Sharing to Other Apps Tap Facebook, then log in with your Facebook credentials Tap Continue, then tap Yes, Finish Setup Browser: Log into Instagram.com Click on your profile picture in the top right-hand corner Select Settings > Scroll down to Meta Accounts Center Connect your Facebook account to Instagram by clicking Add Account Please ensure that your Instagram profile is fully filled out, including the phone number, birthday, etc. This is due to changes in the security requirements for Facebook's API. The account may connect successfully if this is not done, but your posts may fail. 3. Connect your Facebook page to the correct Instagram account When Instagram is first connected to a Facebook page, Facebook may require you to review the connection before other third-party applications can be used. From the business page on Facebook, click Settings  Click Instagram Look for the Review Account Connection notice If it appears, click Review Connection If it does not, proceed to Update your permissions Follow Facebook's instructions 4. Connecting Facebook to Products and Business App Select + to be taken to the Facebook Login screen. Enter your Facebook admin login credentials. If Facebook logs you in directly, please ensure you are logging in with the correct account with Admin privileges. To avoid errors, try completing this process in an incognito window - Facebook will prompt you to enter the credentials. You need to make sure that the name next to “Continue” is the right Facebook account that you’re logging in with, i.e., the Facebook account that has Admin permission on the page. Do not select "Reconnect". Select "Edit Previous Settings". It will take you to a page similar to the one below. Note: Make sure to select 'All Pages' as indicated in the screenshot below, and not just the page you want to connect to. This will not bring in all of your pages, however, it is required for the API to successfully connect. If the page is not here, make sure the account you logged in with is the one you have the page permissions on.   Click Next Then click Save. 4. Click Got It. You'll get directed back to our platform where a list of the pages you can connect will appear. Select the one you want to connect. 5. Managing multiple Facebook business pages across different Business App accounts If you manage multiple Facebook business pages, each with its own connected Business App account, but you are experiencing connection problems or your accounts are disconnecting, you want to make sure that you have selected all of the pages in Facebook's connection settings while connecting your accounts (as detailed in Section 4). When connecting a Facebook business page for the first time: Make sure to select all pages that you want to connect in any product or Business App account, not just for the business you are currently connecting. When connecting a Facebook business page later: There will be an additional step as you follow the steps in Section 4. After selecting + and logging in to Facebook you will be prompted with a screen that says "You have previously linked Social Reputation to Facebook."  1. Click Edit Settings. 2. Select the additional Facebook Business Page(s) you want to add. Note: Make sure that you do not deselect any other Facebook business pages that have already been connected. Deselecting a previously connected page in these settings will disconnect the previous connections for that Facebook business page. 3. Continue with the remaining connection steps by ensuring that Social Reputation is given all permissions, click Done, and then OK to be redirected back into the product to complete the connection. 6. Update your permissions If none of the above options work, there's a good chance that Social Marketing does not have the appropriate permissions to post. This may happen if not all permissions were initially granted, or if either Facebook or Instagram update their security policies. Go to Facebook > Click on your Profile Picture> Settings & Privacy >  Settings > Business Integrations > View and Edit Ensure all toggles for permissions are turned on and all pages are selected. Click Save 7. Switch to a personal account (and back again) Sometimes, switching to a personal account from a business account on Instagram will fix the issue. This will turn off in-app insights for Instagram, and any existing insights on your posts or promotions will be lost. Switch to a personal account Open the Instagram app on your mobile device Tap    or your profile picture in the bottom right Go to  > Settings > Account Tap Switch Account Type Under Account, tap Switch to Personal Account. Tap Switch to Personal Account to confirm Switch back to a professional account Provided you have just followed the previous steps, you should be on the Settings page on Instagram on your mobile device. If you aren't, follow steps 1-3 from the previous section again. Tap Account Tap Switch to Professional Business Account Follow Instagram's instruction Hopefully, these troubleshooting steps were able to resolve any issues you ran into when trying to connect or post to Instagram. If you are still having trouble, please reach out to our Support team at support@vendasta.com. We'd be happy to set up a screen share to resolve your issues.

A strong Search Engine Optimization (SEO) strategy is vital for any business looking to compete online. The main objective of SEO is to increase a website's traffic and ultimately its conversion rate. This is accomplished by ranking high in the search results for keywords related to the business. The SEO strategy's mission is to optimize the website's content so that search engines find the business more relevant and authoritative than their competitors.  This is why it's vital that your clients understand how they appear in local search results and how a majority of their online information affects their search ranking. Snapshot Report can be a great tool in helping them visualize this as it shows exactly how the business ranks within Google Search.  SEO Section Breakdown The SEO section requires a minimum 60% match to the Google listing for Name, Address, Phone Number, and/or Website to populate this section correctly. If this threshold is not met through matched data, the system sees no match found. Weighting: Name: 20% Address: 20% Phone Number: 40% Website: 20% Local Search Results This section displays exactly how your prospect's business appears within Google's search results. This helps them to visualize how they appear for any new customers with no prior search history. This section is broken up into two separate parts.  Google Map: This displays their rank within an 800-meter radius around the business's location. Each hotspot is clickable and shows how they rank within that hotspot compared to local competitors for the selected keyword.  Search Results: This showcases the top three search results for the selected hotspot, and where the prospect appears. If they don't appear within the top three results, they'll appear just below their search ranking. They'll also be able to see whether their Google Business profile is claimed or not, which can affect how they rank within these results.  NOTE: The keyword that is chosen is pulled from their Google Business Profile account if it's claimed, and if it's not claimed then it uses the prospects business category. This keyword can also be changed in the Snapshot Reports customization settings found when editing the report. Learn more about your customization options.  Organic Keyword Performance Organic Keyword Performance measures your prospects against their competition when it comes to the number of keywords they rank for, organically. The higher the value per click, the more optimized your prospects' keywords are.  Keywords: This number shows how many organic keywords your prospect shows up for within the top 50 results of Google. So while they may show up for more than this number of keywords, if they appear within the 50+ results, those keywords won't be counted.  Clicks: This measures how many times those keywords have led to a user clicking on and visiting your prospect's website from Google Search.  Value: This shows how much your prospect would have to spend monthly on paid ads for those same keywords to receive the same amount of clicks they're getting organically. Please note: this value will be displayed in USD ($).  NOTE: This is calculated by assigning each organic keyword a value determined by where the prospect's business domain ranks on it. So the higher a business ranks for a keyword, the more valuable that keyword is to them. We then calculate the average across all their organic keywords. Value per click: Value per click = Value / Clicks. This is the value of each organic click your prospect receives.  Organic Keyword Ranking Organic Keyword Ranking displays up to 5 of the top keywords your prospect currently ranks for. This gives the prospect a good idea of how Google views its website based on its content.  Keywords: These are the keywords and phrases that customers would be searching for to find your prospects' business on Google. These are determined by reviewing the content on their website.  NOTE: It's important to note that this data is based on the content of your prospect's website. If these keywords don't match up with their business or industry, then that means that work is required to optimize their website content so that they rank for keywords more related to their area of expertise.  Competitiveness: This measures how difficult it is to appear in the top Google search results for that specific keyword. The more competing businesses that are targeting that specific keyword in their SEO strategies, the longer the dark blue bar will be.  Rank: This displays the position your prospect ranks within Google's search results. The closer to 1 they are, the better they're doing in optimizing for that specific keyword.  Local Searches (US Only): For the given search term, this is the amount of estimated organic traffic the keyword receives on average per month within the prospect's local area.  Clicks (Outside of the US): For the given search term, this is the estimated number of clicks the keyword receives on average per month.  Global Searches: This is the estimated number of searches per month across Google for that keyword. 

What is Yesware? Which Yesware plans are available for Vendasta Partners? Yesware is an email tracking and sales productivity solution that works within Gmail or Outlook. It enables real-time prospect tracking, personalized sales campaigns, and detailed engagement insights. Vendasta partners have access to Yesware Premium, available for internal use or resale to clients. This plan offers full access to Yesware’s features, with integration into the Vendasta CRM for partners and Business App CRM for SMB clients. Yesware Premium Key Features: Unlimited Email Open, Link, and Attachment Tracking Unlimited Campaigns and Teams Shared Templates & Campaigns Vendasta CRM Contact & Activity Sync Personal and Team Reporting Centralized Team Billing On-Demand Customer Success Support How do I activate Yesware for myself as a Vendasta Partner? Activating Yesware is quick and easy: In Partner Center, go to CRM > Yesware from the left-hand navigation. Log into Yesware using your Vendasta Partner Center Single Sign-On (SSO). Click Allow to grant Yesware access to your Gmail or Outlook contact and email activity. Download the Yesware extension for Gmail or Outlook. You’re ready to use Yesware! Note: Yesware is available to partners on Essential, Professional, or Premium Vendasta plans (starting from 2022). If it's not included in your current plan, contact your Account Representative.  How can I integrate my Vendasta CRM with Yesware? Integrating your Vendasta CRM account with Yesware is simple. If you're a Vendasta Partner: Log into Yesware via your Partner Center SSO. Click Allow to connect your email and contact data. Once connected, your Yesware contacts and sales activity will automatically sync to the Vendasta CRM. How does contact sync between Yesware and the Vendasta CRM work? Yesware syncs email recipients and tracked interactions to your CRM. To sync Yesware contacts and activities to the CRM: Send a tracked email using Yesware, ensuring the ‘Track’ and ‘CRM’ checkboxes are selected. The contact will appear in your Vendasta Partner Center CRM or in your client’s Business App. Any tracked activity (opens, link clicks, etc.) will sync to the CRM in real time. Can I add contacts to Yesware from the Vendasta CRM or Business App? Currently, Yesware only supports one-way sync from Yesware to the Vendasta CRM. Vendasta acts as the source of truth for contact and sales information. If you'd like to use contacts from Vendasta CRM in Yesware, you can add them manually or via CSV: To add an individual contact: Open the Yesware extension or app. Go to Contacts > Create Contact and enter the details. To upload contacts in bulk: In Partner Center or Business App, go to CRM > Contacts. Filter and select the contacts you want. Click Actions > Export to download a CSV file. In Yesware, go to Campaigns > New Campaign, name your campaign. Click Upload .CSV file under Add Recipients. Map the CSV fields to Yesware, then configure your campaign or click Save & Exit. How can I start selling Yesware to my clients? In Partner Center, go to Marketplace > Discover Products. Search for “Yesware.” On the Yesware product page, click Start Selling. Add Yesware to your Markets to make it available in your Store. How do I order Yesware for my clients? Once a client is ready to move forward with Yesware: Go to Accounts > Manage Accounts and select your client’s account. Note: Make sure the client account includes the contact you want to assign as the Yesware admin.  Click Order Products from the client account page. Search for “Yesware” and select the Yesware checkbox. If ordering more than one seat, also select Yesware Additional Seats. Under Quantity, choose how many additional seats your client needs. Example: For 5 total seats, order 1 Yesware product + 4 Yesware Additional Seats. Assign the Yesware admin by entering the contact who should receive the activation invite. Note: This admin can assign/remove users and manage seat access.  Configure pricing and payment terms. Click Purchase to complete the order. The assigned admin will receive an email invitation to activate their account. Once activated, all tracked contacts and activity will sync directly with their Business App CRM.

Watch the walkthrough video. Pre-start checklist Configuring Business App users Creating a new user Using an existing user Activating Google Workspace Scenario A: Your client will be doing all of the Google Workspace setup workthemselves Scenario B: You are completing the setup but will not be an administrator Scenario C: You are completing the setup and would also like to remain as an administrator Google Workspace configuration (admins only) Final steps Linking Google Workspace and Business App users Allowing users to log in directly through Google Pre-start checklist Before you’re able to use Google Workspace, there are a few things you’ll want to configure first: Domain name: Ensure you have administrative access to your domain name’s DNS settings. Business App users: Ensure you’ve set up a Business App user for each Google Workspace user. These users should match the domain name you are using above. Example: username@domainname.com Secondary email address: Ensure you have an email address that is not at the above domain name. This will be used as your administrative email address. Configuring Business App Users As your clients will log in to Google Workspace with their Business App credentials, you will need to be sure that each user is set up in Business App. Creating a new user Partner Center > Businesses > Users, click Create User. Alternatively, you can access this option from Partner Center > Businesses > Accounts > Account Name > Users. Complete the form. Make sure the Email has the same domain name as the domain you are configuring. You'll need to add the user to the account you are activating Google Workspace on. Select > Edit Permissions > Add Account Locate the account and click the checkbox next to it. Click Add Accounts. Repeat steps 1-5 for each user you are configuring. Using an existing user If you already have users with the same domain as the domain you are configuring Google Workspace for, you can assign those users to the account instead of creating new ones. If the users have already been assigned to the account, you can skip ahead to the Activating Google Workspace step. From Partner Center > Businesses > Users, click  > Edit Permissions next to the user you wish to use. Click Add Account. Locate the account and click the checkbox next to it. Click Add Accounts. Repeat steps 1-4 for each user you are configuring. Activating Google Workspace To start using Google Workspace, you’ll first need to activate it on the account. From Partner Center > Businesses > Accounts, click on the account. Click Activate Products > Google Workspace. Click Continue. Check both “I understand…” checkboxes. At this point, it is important to decide how you would like to configure the product. For details on how to fill out the remainder of the form, please find the scenario below that best aligns with your desired configuration. Scenario A: Your client will be doing all of the Google Workspace setup workthemselves Domain Name: Enter the domain name your client will be using for Google Workspace. Your client must own this domain or have full administrator access to the domain registrar to complete the setup. Username: Your client's email address. The domain for this email address must match the domain entered above. Business App User: Choose the Business App User that matches the username entered above. Adding a Business App user allows your clients to access Google Workspace via the Business App dashboard like other products. Admin Email Address: The alternative email address that your client will use to configure Google Workspace. For password recovery reasons, Google requires this to be on a different domain name than the one you are configuring. This email address will receive the Welcome to Google Workspace email. Scenario B: You are completing the setup but will not be an administrator Domain Name: Enter the domain name your client will be using for Google Workspace. Your client must own this domain or have full administrator access to the domain registrar to complete the setup. Username: Your client's email address. The domain for this email address must match the domain entered above. Business App User: Choose the Business App User that matches the username entered above. Adding a Business App user allows your clients to access Google Workspace via the Business App dashboard like other products. Admin Email Address: The alternative email address that your client will use to configure Google Workspace. For password recovery reasons, Google requires this to be on a different domain name than the one you are configuring. This email address will receive the Welcome to Google Workspace email. Scenario C: You are completing the setup and would also like to remain as an administrator Domain Name: Enter the domain name your client will be using for Google Workspace. Your client must own this domain or have full administrator access to complete the setup. Username: Enter your email address. This will need to have the same domain as what was entered above. For this reason, you may need to have your client create an email address for you. Business App User: Choose the Business App User that matches the username entered above. Admin Email Address: The alternative email address that your client will use to configure Google Workspace. For password recovery reasons, Google requires this to be on a different domain name than the one you are configuring. This email address will receive the Welcome to Google Workspace email. Once you've filled in the form, click the I understand... checkbox, then click Purchase. Google Workspace will begin activating. Please allow up to 10 minutes for the product to move from a pending state to an active one. Google Workspace configuration (admins only) Before you can proceed, Google Workspace's terms of service must be agreed to by the administrator entered in the previous section. If you are not performing setup work for your client, you can skip this section. If you are doing setup work for your client, there are just a few more steps you'll need to complete before proceeding. Check the inbox of the email address entered in the Admin Email Address field in the previous step. Keep your eyes open for a password reset email entitled "Google Workspace Admin User for...". Click Reset Password. Enter a unique password into the New Password and Confirm Password fields. Click Reset. You will be redirected to https://admin.google.com. Sign in with the email address and password you just set. Google Workspace's Terms of Service will appear each time you access this page until accepted. Once you've agreed to the terms, you will have successfully activated G Suite. Final steps From Partner Center > Businesses > Accounts > Account Name click Google Workspace. Click Setup in the sidebar. Follow either the Recommended or Alternate Methods listed on the verification page. Depending on the DNS host you currently use, updating your TXT and MX Records is completed differently. If you are unsure how to complete this setup, please reach out to your domain name host for further instructions. You can also make use of the View full instructions option where Google will attempt to provide instructions based on the host you are using. Linking Google Workspace and Business App users If you have purchased any additional Google Workspace seats, you'll need to link these to your Business App users. From Partner Center > Businesses > Accounts > Account Name, click Google Workspace under the "Products" section. Find a row that reads "Seat Available For Use". Beside it, click > Create User. Fill in the form. The following fields are available: Business App User: A Business App user that matches the same Google Workspace email address. First Name and Last Name: The user's name. Google Workspace Username: The username you are creating for this user. This will ideally match the Business App user entered above. Alternate Email: A secondary email that can be used for password recovery. This should be an email address that is not on the same Google Workspace domain. Complete steps 2-3 for each additional seat you've purchased. You’re done! Your clients can now access Google Workspace directly through Business App. Please be aware that impersonated users (users who have not logged directly into Business App) are not able to access Google Workspace and will, instead, see the icon grayed out. Allowing users to log in directly through Google If your users want to log in directly through Google, instead of accessing the product through Business App, you can turn off single sign-on.  In the product, select "Settings" Turn OFF Single Sign-On so users do not have to access the product through the Business App, instead, they can log in through Google. Walkthrough Video allowfullscreen="allowfullscreen"

When you remove the personal LinkedIn account through which the business page was connected, the LinkedIn business page will automatically be removed as well.  To know which is the business page under Social Marketing > Settings > Connect Accounts > LinkedIn, it will show the word "Page," and when you click on it, the URL will have the word "company" in it. The personal or individual account will show the word "Account" and its URL does not have the word "company" in it. Meanwhile, you are able to remove the business page in Social Marketing, and it will not affect the connected personal account.

The Multi-Location Executive Report is a powerful roll-up of metrics across any number of business locations. With a custom date selector and filtering, it’s easy to slice the data to see trends in marketing performance across a Multi-Location Group. Available in Multi-Location Business App and fully white-labeled, this report allows for powerful needs analysis and proof-of-performance reporting. Use it to prospect Multi-Location Executive Report shows the marketing data that’s been collected for all your business accounts. This means that you can run Snapshot Reports for a group of locations, and then view that data inside Multi-Location Business App to help users see opportunities for improvement.  Use it for proof-of-performance reporting Trend lines and delta-change numbers are a key feature of Executive Reporting, allowing you to show short or large-scale change across many accounts, and prove the impact your work has been having. Key Features Fast data – Slice-and-dice large data sets quickly. Short-term changes and long-term trends – Compare metrics period-over-period with a custom date selection. White-labeled – The report is your own, complete with your logo and branding. Filtering – Filter by geography, business category, region, groups of locations, or listing/review sources. What data is currently available? Currently, the report includes the following: Google Business Profile Advertising Intelligence Google Analytics Reputation Top Review Sources Recent Reviews Review Rating Review Volume Average Time to Response Listings data Social media (powered by Social Marketing) Afterward, we'll expand it to include more Marketplace products and third-party metric sources.

With the AI Knowledge feature, users can leverage relevant business information to help Social AI generate more tailored and impactful social media content. By integrating details from sources like Business Profiles, websites, and text uploads, AI-powered content creation becomes more personalized and aligned with each brand's identity. This ultimately increases the relevance and quality of AI-generated content in both AI Chat and Bulk Create workflows. Using AI Knowledge  Access Social Marketing PRO Navigate to AI Settings Select Settings > AI Settings. Open the AI Knowledge section Within AI Settings, go to AI Knowledge. Select Business Profile and Website Knowledge Users can choose to add Business Profile and Website Knowledge, which are automatically suggested based on the account details. Add Custom Knowledge from Text or Website To add other knowledge sources, click Add Knowledge. Choose Knowledge Source Select Add New Knowledge and choose between adding information from a website or text. Configure Website Settings When adding a website, provide the URL, Name, and Mode: Single Page: Crawls only the specified page. Follow Links: Crawls up to 100 pages by following links from the specified domain. Site Maps: Uses a sitemap (e.g., .xml or robots.txt) to find up to 100 pages. Users can provide a sitemap URL or let AI attempt to locate it. Initiate Page Discovery Click Next for AI to discover and list pages from the provided website. Queue Pages for Training Discovered pages are queued to be added to the AI Knowledge base. Select Pages for Training Choose the pages you want the AI to learn from and click Save. Confirm Knowledge Addition Saving completes the process, adding new knowledge to the AI knowledge base.  Apply Knowledge in Social AI Return to AI Settings and save changes to integrate the added knowledge with Social AI. Generate Content in Write with AI/Post Campaign Now, in the Write with AI or Post Campaign sections, prompt the AI to generate content based on the knowledge added.  Publish AI-Generated Content Social AI will now use the enriched knowledge base to create relevant content, which can be reviewed and published directly to your social media channels. Key Points Shared Knowledge Base Across AI Assistants The AI knowledge base in Social Marketing can be shared across multiple AI assistants, including the Web Chat AI Assistant. Any updates to AI Knowledge within Social Marketing may impact other AI tools if they share the same knowledge base. When updating AI Knowledge, be mindful that changes could affect all connected AI Assistants. The system will alert you if a change in Social Marketing’s AI Knowledge affects other shared assistants, so you’re always informed of potential impacts.   Deleting AI Knowledge Currently, AI Knowledge added to Social Marketing cannot be deleted directly from within the Social Marketing platform. To remove knowledge, navigate to Business App Center > Administration > AI Settings > AI Knowledge Base > Manage Knowledge and select Delete Knowledge.   Adding AI Knowledge from Social Marketing or Business App Users have the option to add AI Knowledge through either Social Marketing or the Business App. If knowledge is added within Social Marketing, it will automatically populate in Business App’s AI Knowledge base, however, it will not automatically appear in the Web Chat AI Assistant. To use the same knowledge in Web Chat, customers need to manually add it to the Web Chat Assistant settings. By following these steps, users can enrich Social AI with specific business knowledge, enabling it to produce more relevant, brand-aligned content for their social media campaigns.

Manage Store is where you can customize the settings and appearance of your store including theme, categories, and currency. Stores can be customized per market. Why is Managing Your Store Important? Managing your store allows you to fully customize the look and feel of your public storefront to match your brand or market. Before you embed your store on your website, you can choose how packages are displayed, change the appearance, and set the currency the Store operates.  How to Customize the Appearance of thePublic Store With more control over your Public Store’s appearance, you can ensure that it closely matches your brand’s visual identity. The store within each market can be customized by navigating to the dropdown selection in the top right corner of the page. To change the appearance of your public store, navigate to Partner Center > Marketplace > Manage Store > Theme. You can customize the following: Color Logo Bar Background Accent Primary Category Secondary Category Font Primary Font Secondary Font Note that your Public Store’s theme will not affect the Store tab in Business App.  If you embed your Public Store on your website, you can also try setting your Store’s background to full transparency. This will effectively remove your Public Store’s background and give the impression of your store’s contents sitting directly on the background of your website. Each change you make will automatically update the Store preview. When you’ve perfected your store’s appearance, click Save. Your Public Store will now use these color settings anywhere you’ve linked to it or embedded it. How to Create Custom Categories A number of product categories are available by default in the Public Store, however, you're also able to add your preferred Custom Categories and which packages are placed within those custom categories. Follow the steps below to get started: Navigate to Partner Center > Marketplace > Manage Store > Categories Click the dropdown next to Categories to expand the tab Click on + Add Category Type in the category name in the blank field provided Assign packages to these categories and publish them to your Public Store and Business App. Note: Categories are only applicable to the packages.  How to Set the Store Currency Navigate to Partner Center > Marketplace > Manage Store > Currency Choose the currency your store uses to display prices and accept payments The default currency set for your store will not override the retail prices you have set for a package or a product. This setting will only affect products and packages that you haven’t set a retail price for yet. If you have not set a custom retail price per product or package, Marketplace products have suggested retail prices available in three currencies by default: USD, CAD, and AUD.

Meta, Facebook and Instagram's parent company has introduced a New Page Experience that is supposed to provide several new features to users, but if you are used to the Classic Page experience, you may be confused about where certain settings are. For more information, check out Meta's document on the New Page Experience.  1. Give access to your Facebook page 2. Connect Facebook to Instagram 3. Connect Instagram to Facebook 4. Connecting to Business App and Products 5. What is the Meta Business Suite? 6. Troubleshooting Common Failed Post Errors   Give Facebook access and check Page Roles Here's how to give Facebook access to your new Page on a computer: Click your profile picture. Click Settings and Privacy > Settings In Settings, click New Page Experience. Select Page Access. Below are People with Facebook access, click Add New. 6. Click Next. Find the person you would want to give Facebook access to by searching for their name or email address.   7. If you want to give the person Facebook access with full control, turn on Allow this person to have full control. Learn more about Facebook access. 8. Click Give Access. Enter your password to confirm Facebook access to the Page. 9. Click Confirm. The person you gave Facebook access to should now appear with an Invitation Sent notification until they accept your invitation. You can add or remove Facebook access for someone at any time in the Page Access section. To edit someone's access, remove them first, then follow the steps to give them different access again. Note: Giving Facebook access with full control of your Page includes access to all the actions you can take, such as giving control or task access to more people, removing people with Facebook access (including you), posting content, and deleting the Page. For more information, visit Meta. If you suspect you missed a notification or did not send one, take a look at the Page Management History to see who has recently made changes and been invited to the page: Next, please make sure there are no errors in Page Quality that would block posting to the Facebook page:   Connect Facebook to Instagram This can be done in multiple ways, but the easiest way is to go through your Professional Dashboard. Your Professional Dashboard is meant to be a quick solution to your most common tools to manage your page. 1. Click on your Profile Picture in the top right corner of Facebook, then, click on the page profile. 2. Select Professional Dashboard from the options on the left-hand menu. 3. Select Linked Accounts on the left-hand menu. 4. Here you should see your linked Instagram or WhatsApp account. Connect Instagram to Facebook 1. This process should remain the same regardless of what page version you are on (New Page Experience vs. Classic Page) as Instagram has not changed its settings. It's important to ensure that your Instagram Business account is fully linked to a Facebook Page. This step can be completed on your mobile device or in your browser. Instagram accounts connected to Social Marketing must be Professional > Business accounts, not Professional > Creator accounts. The API currently does not support Instagram connections to Creator accounts.  Mobile: Open the Instagram app Tap, then tap Settings Tap Account  Tap Sharing to Other Apps Tap Facebook, then log in with your Facebook credentials Tap Continue, then tap Yes, Finish Setup Browser: Log into Instagram.com Click on your profile picture in the top right-hand corner Select Settings > scroll down to Meta Accounts Center Connect your Facebook account to Instagram by clicking Add Account Please ensure that your Instagram profile is fully filled out, including phone number, birthday, etc. This is due to changes in the security requirements for Facebook's API. The account may connect successfully if this is not done, but your posts may fail. Switch to a personal account (and back again) Sometimes, switching to a personal account from a business account on Instagram will fix the issue. This will turn off in-app insights for Instagram, and any existing insights on your posts or promotions will be lost. Switch to a personal account Open the Instagram app on your mobile device Tap   or your profile picture in the bottom right Go to > Settings > Account Tap Switch Account Type Under Account, tap Switch to Personal Account. Tap Switch to Personal Account to confirm Switch back to a professional account Provided you have just followed the previous steps, you should be on the Settings page on Instagram on your mobile device. If you aren't, follow steps 1-3 from the previous section again. Tap Account Tap Switch to Professional Business Account Follow Instagram's instructions Final Step: Connect Your Facebook account to Products and Business App Select + to be taken to the Facebook Login screen. Enter your Facebook admin login credentials. If Facebook logs you in directly, please ensure you are logging in with the correct account with Admin privileges. To avoid errors, try completing this process in an incognito window--Facebook will prompt you to enter the credentials. You need to make sure that the name next to “Continue” is the right Facebook account that you’re logging in with, i.e, the Facebook account that has Admin permission on the page. Do NOT click Reconnect. Click “Edit Previous Settings” first: It will take you to a page similar to the one below. Note Make sure to select 'All Pages' as indicated in the screenshot below and not just the page you want to connect to. This will not bring in all of your pages, however, it is required for the API to successfully connect. If the page is not here, make sure the account you logged in with is the one you have the page permissions on. Click Next. Click Done You'll get directed back to our platform where a list of the pages you can connect to will appear. Select the one you want to connect to. Managing Your Page with the Meta Business Suite What is the Meta Business Suite? Inside Business Suite, business owners will be able to see critical alerts, messages, comments, and other activity taking place across Facebook and Instagram right on the new app's home screen or by going to business.facebook.com. It is also used as a place to manage several pages at once without switching between profiles. For more information, you can search for great articles such as How to Use Meta Business Suite. When you click on your Page, you'll be taken to the Manage Page screen where you'll see a link to the Meta Business Suite. In Meta Business Suite, you will see your page on the left-hand side with several options. This landing page is important as any Alerts or restrictions on your account that are blocking you from posting will appear where the red box is in the picture below. If your account is in good status, it will show nothing here.  An alert that you need to action will appear like so: You can also set up a Business Account to manage several pages under one Business account. Click on the drop-down arrow under your page name on the left-hand menu and select Create a business account. Once you select your Business Account, you can manage several Page settings and assets through the Business Suite also. A new settings cog will appear in the bottom left-hand bottom corner once you create and select your business account.  Under People, you can check what type of access people have to manage your page: You can see your connected accounts and who has access under Business assets. Selecting More business settings will take you to settings to manage several pages at once Troubleshooting Common Instagram Errors Facebook and Instagram can be complicated and posting through an API may throw vague errors when a post fails. Please review common failed post errors we encounter when posting to Instagram. Facebook errors can be more individualized to the account. Please reach out to support@vendasta.com.  Common Instagram Error Messages Errors: You haven't given this app permission to post to this Instagram account. Update your permissions by editing your Facebook and Instagram connections. We are seeing this error more and more with pages on the New Page Experience. To resolve this, have the owner of the page or someone with Admin access (see Step 1) address this alert in the Meta Business Suite. Click on your page on Facebook You should see the Meta Business Suite link on the left-hand menu This will take you to the Meta Business Suite in a separate window where you can see an "Alert" message on the Home page: 3. Select Get Started on the alert 4. You will see the following message. Press Continue 5. Although the pop-up mentions an Admin, a Page owner must be the one to confirm the connection. We've reached out to Facebook as we've had issues resolving this and it looks like it needs to be the Owner of the Facebook page, as in, the email address that was originally tied to the creation of the Facebook page. This is where the request is sent. For information on how to Transfer Ownership please see here. IMPORTANT: Please make sure your notifications are turned ON on Facebook in order to receive this email notification. For more information on how to do this, please see here.  Check your page roles in Step 1. Once you resolve this alert, you can post again to Instagram. Errors: Your connected Instagram account is not a Business account. Convert your account to a Business account, then reconnect. Your Instagram account must be a Professional Business account. There are two types of Professional accounts: Business and Creator accounts. The API will only accept Business accounts. In your Instagram settings, click "Professional Account" and make sure it lists you as a business. One way to confirm is to be sure it says "Switch to a Creator account" at the bottom of the page. This means you are on a business account. If you are on a personal account, please see Step 3. Errors: Your Instagram account requires your attention. Log in to Instagram and follow their instructions. When you log into your Instagram account, you should see a pop-up asking for missing information to be filled in in your profile. If you do not see this, please navigate to the Instagram settings and enter in a phone number, birthday, or any missing information. Once this is saved, try the post once again.   Hopefully, these troubleshooting steps were able to resolve any issues you ran into when trying to connect or post to Instagram. If you are still having trouble, please reach out to our Support team atsupport@vendasta.com. We'd be happy to set up a screen share to resolve your issues.

What if you had your own branded end-to-end commerce platform that empowered you to scale sales, marketing, fulfillment, and operations better than you could ever imagine? As you watch the video below, ask yourself: how could these features accelerate my business? The platform has 3 environments One for you, and your salespeople, one for your customers, and one for fulfillment. Together, they empower you to provide products and services to local businesses. Some features listed below are not available with the Free and Startup plans. Learn more Partner Center is for your business In Partner Center, you can: Customize your branding and settings Manage your prospects and customers Set up your products and services Build your online store Publish and track marketing campaigns Manage your salespeople Manage your billing Manage your customers' products, services, and credentials All admins can access Partner Center via partners.vendasta.com. Partner Center isn't white-labeled, and the URL isn't customizable. Business App is for your customers In Business App, your prospects and customers can: Receive updates about key businesses metrics Access the products they’ve purchased Browse products and services in your online store View proof-of-performance reports Your customers can access Business App from a URL that’s unique to your agency. You can find your URL below the title on the Accounts > Manage Users tab in Partner Center. The Growth and Scale plans include the ability to customize this domain. To give your customers access to Business App, you’ll need to create user credentials for them. Alternatively, prospects can access Business App for free from a Snapshot Report. Task Manager is for fulfillment In Task Manager, you and your fulfillment team can: Update listings Respond to reviews Respond to mentions Create social posts Engage with leads Onboard new customers Complete custom tasks Your fulfillment team can access Task Manager from https://task-manager.biz/login/ To give your team access to Task Manager, you’ll need to create user credentials for them.    View Getting Started Guide

Apple will display Holiday Hours as "Special Hours" for a given 7-day timeframe if we are within 4 days (or less) of the given holiday hour.  Data updates made in Yext will take up to a week to display on Apple Maps. This includes both the addition and removal of Holiday Hours. Apple allows a maximum of 50 holiday hour entries. This means that Apple is not going to display the "Special hours" for the whole year that you already added in Yext - this is the Publisher's behavior/limitation when it comes to displaying the "special hours."

Business App users who receive a weekly or monthly Executive Report email have a 38% higher chance of being retained compared to those who don't, making automated reporting a necessity for serving your local business clients. Additionally, Business App users who received an Executive Report with their Google Business Profile insights for at least half of their lifetime saw a 47% increase in retention after one year compared to those who received a report without Google Business Profile insights. (Source: Vendasta SMB Retention Survey, 2019.) With this retention rate, it’s important to make sure your clients who have made a connection through Google Business Profile, Facebook, Google Search Console, or Google Analytics receive a notification for their performance in these respective areas. By receiving proof-of-performance reporting on a consistent basis, you are providing your clients with evidence of the value you bring to their business and engaging them in your Business App offering. 

Vendasta's Platform has four levels of access, each with its own login. Administrators Administrators, or admins, are top-level users designed to manage all aspects of their Vendasta experience. They are given access to the powerful Partner Center dashboard, enabling them to efficiently manage their clients. They have the ultimate control when it comes to tailoring how salespeople and users access the platform, as well as what features are available to them. With full permissions, an admin can perform the following: Can view and edit automations Access to dashboard Can manage company billing Able to customize platform Can view and edit company profile Can access marketplace Can enable products Can manage accounts and users Can manage marketing Can manage sales Can manage task manager Can manage groups Can create and manage admins Can manage orders Can manage retail billing You can customize each admin to have access to specific features by altering their permissions. You can also configure separate sets of permissions to manage Contact, Company and Activities in CRM under the “CRM access” section. * Please note that certain features may be limited to partners on select subscription levels. Salespeople Salespeople have mid-level access to the platform. They are the primary representatives your clients will communicate with. This allows your salespeople to accomplish the following: Manage contacts, companies, and activities* Create and manage opportunities Create, refresh, and configure Snapshot Reports Launch email campaigns Create and manage tasks Log calls, emails, meetings, and other sales activity Create and submit orders for admin or customer approval Add account notes Schedule Meetings   The URL for the Partner Center can be customized. Find out more here. *Can be configured individually under the “CRM access” sections. Users Users have low-level access. They are given access to Business App, allowing them to do the following: View their business' recent activity View their Executive Report Access and order products Browse the store and make Purchases Configure their customer List Schedule Meetings Edit their Business Profile Configure notification settings Add notification recipients The URL for Business App can be customized. To view the current URL users can use to access Business App, navigate to Partner Center > Businesses > Users. It will be displayed at the top of the page. Digital Agents Digital Agents have access to Task Manager, allowing them to do the following: View all fulfillment tasks and projects for their customers. Filter tasks to view only tasks and projects assigned to them. Create tasks and projects. Edit task and project statuses. Update fulfillment notes. Create recurring tasks and projects. Create project templates. Assign accounts, tasks, and projects to Digital Agents. To view the login URL for Task Manager, navigate to Partner Center > Tasks > Users.

When we set up your white-label, we will ask you about your preferences for the URLs your clients, prospects, and salespeople will see. Note: Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. There are two options: Option 1: Default URLs Predetermined domains with a customizable subdomain. Partners typically choose this option if they do not already own a domain or they simply need to get started immediately. Here are some examples: Reputation Management: [partnername].steprep.com Social Marketing: [partnername].socialsmbs.com Local SEO: [partnername].pdqs.mobi Business App (client dashboard): [partnername].smblogin.com The square brackets indicate the words you can change. Option 2: Custom URLs Fully customizable subdomains and domains. Partners typically choose this option if they already own a domain as well as access to its DNS settings. If you choose this option, please tell us your preferred domains for each product. You can customize the subdomain as well as the domain (as long as it is a domain you own). To give you some ideas, our partners typically choose the following formats: Reputation Management: [reputation].[yourURL.com] Social Marketing: [social].[yourURL.com] Local SEO: [m].[yourURL.com] Business App (client dashboard): [login].[yourURL.com] Partner Center: [CRM].[yourURL.com] The square brackets indicate the words you can change. Fill in this form to send us your preferences, after which we will email you TXT and CNAME records, along with instructions on how to enter them into your DNS settings.