Showing results for "SEO"

Listing Sync creates, updates, and maintains listings on many sites depending on which country the account is in.  Local SEO: With our free listing sync feature you can syndicate your listing data to Facebook and Google Business Profile. Just connect your account and we will instantly update your profile on each source.  Local SEO Pro: With the Pro edition of Local SEO, sync to Facebook, Google Business Profile, Instagram, X, Bing, and soon Apple Maps.  Listing Sync Pro: To view which sources Vendasta's Listing Sync Pro syndicates out to, please download the document below. Listing Sync Pro powered by Yext (USA): Available only for accounts located in the United States. For a full list of sources, please download the document below. Listing Sync Pro powered by Yext (Healthcare): Available only for accounts located in the United States. For a full list of sources, please download the document below. Listing Sync Pro powered by Yext (Canada): Available only for accounts located in Canada. For a full list of sources, please download the document below.  

With the right Vendasta plan you can white label the platform to match your brand. By following these steps, you can customize Business App, update certain products products, and configure communications with your customers to represent your brand and make sure that the platform is set up and ready to go! Checklist Add your team Check out these unbranded sales materials Customize your branding Customize your domains Configure your email settings White label products Customize your customer experience Set up billing and payment collection Add your team It’s easy to add your team from Partner Center > Administration > My Team. Note that the number of active team members that you can add is based on your subscription. Admins will have access to Partner Center, but you can configure their level of access. Salespeople will have access to Sales & Success Center. Make sure to send them the welcome email so they will be able to set up their login. Manager users will have access to all market information across your sales teams. Digital agents have access to Task Manager to do fulfillment. Manager users will have access to delete tasks and projects. Learn more. Back to top. Unbranded sales materials In addition to the assets below, we highly recommend you check through the Screenshots & Files section of the products found in our Marketplace for more sales and marketing materials and check out our Go-to-Market section. White-label Business App walkthrough video Marketing Services: Unbranded Product Videos Standard Products - Walkthrough Videos (White-labeled) Local SEO White-label Walkthrough Customize your branding Go to Partner Center > Administration > Partner Branding to add your logo, icons, brand color, and theme. Learn more. Back to top. Customize your domains Completing and submitting the custom domain form ensures that your customers and salespeople will be able to access the different parts of the platform through a link that represents your brand, instead of a gray-label link. Once the form is submitted, our Support team will make updates in the back end and reach out with further instructions so that you can update your DNS records with your domain registrar. Learn more. Back to top. Configure your email settings There are two places you will need to update your settings: Administration and Marketing. By completing this setup, you will ensure that the emails that are sent out from the platform have maximum deliverability and are being sent under your brand. Administration Go to Partner Center > Administration > Customize > Email Settings and ensure that all of your email information and business contact details are accurate.  Please note that in order to comply with anti-spam legislation, you will need to include a physical address here that will appear at the bottom of all of your emails. If this is left blank, your emails will not be sent out through the platform. Learn more. Marketing Email Settings Updating your email settings will ensure that the emails that are sent through the platform have maximum delivery. In Partner Center > Marketing > Email Settings you will see that we have a default authenticated domain for you that we will use to ensure your emails are delivered.  Go down to Sender domain Select Use my own domain Click Add domain Enter your domain Click Start authorizing domain Once you enter your domain, you will be provided with a list of records that will need to be added to your domain registrar. You will need to copy the values into the correct record types with your registar. Note that once these have been added, it can take up to 72 hours for your domain to be fully authenticated. If you need help with setting up your DNS records, we have additional information on this process for GoDaddy and Namecheap. If you use a different domain registrar and you are still needing help, you can reach out to our support team. Learn more. Back to top. White label products For select products, you can change the name and icon to represent your brand. Go to Marketplace > Products, and select the product whose name and/or icon you would like to change. Under Product Info turn on White-Label Branding. Enter your desired product name and icon. Click Save. Learn more. Back to top. Customize your customer experience Go to Partner Center > Accounts > Manage Business App > Customize Business App. This is your portal to customize and configure the customer experience including Business App name, default notifications, Business App page and connection access, and more. Walking through each section includes embedded resources that provide context and details on the settings you can update. Click through each page and check the settings to make sure they fit for the kind of customer experience you want to create. Here are some things to keep in mind: The Customize Business App section will take you to other settings for the platform that your customer interacts with, so it can act as your one-stop area to adjust the whole customer experience. If you uncheck any of the "Show this page" checkboxes, then that page will not be shown to any Business App Users at all. Remember to hit the Save button after updating any of the settings in the different sections. Learn more. Back to top. Set up billing and payment collection You can automate your monthly billing by using Vendasta Payments and using subscription billing. The steps to get set up are all detailed in Getting Started: Collect payments in-platform.  

Listing Sync integrates with OpenAI’s platform to help ensure your business information is discoverable and accurate in AI-powered search experiences. How Listing Sync Works with OpenAI Through its connection with Yext, Listing Sync automatically shares your business’s key NAP data—Name, Address, and Phone Number—with OpenAI. This data is used by SearchGPT, a tool within ChatGPT that delivers real-time answers to user queries. Why it Matters When someone searches for your business in the ChatGPT environment, SearchGPT can reference your synchronized listing data to provide quick, accurate answers. This includes: Your business address Website URL Primary phone number Basic information about your operations Additional Reach SearchGPT also uses this core information to explore other online sources, pulling in additional relevant details about your business. This allows for more comprehensive and useful responses to users, increasing the chances of them finding and connecting with you.  

Company fields store information about a company that you work with, such as their name, or the last time you have reached out to one of their contacts. Default properties are created in each company to store some important information. Some of the properties, such as the last engagement date, are automatically populated. Company information ID: Unique identifier assigned to each company. External ID: An identifier used by external systems or databases to reference the company. Company name: The official name of the company. Website: The URL address of the company's website. Street address line 1: First line of the company's physical street address. Street address line 2: Second line of the company's physical street address. City/locality: The city or locality where the company is located. State/province/region: The state, province, or region where the company is located. Zip/postal code: The postal code or ZIP code of the company's location. Country: The country where the company is located. Phone number: The contact phone number for the company. Tags: Keywords or labels used to categorize or classify the company. Fax number: The fax number for the company (if applicable). Number of employees: The total count of employees working in the company. Legal structure: The legal form or structure of the company. Lifecycle stage: The stage of the company in the customer lifecycle (Including Visitors, Lead, Marketing qualified lead, Sales accepted lead, Sales qualified lead, Prospect, Customer, and Former customer). Record Source: This tells you how the records were originally created within your CRM system. It may refer to manual data entry, data import, or capture through web forms, among other sources. Record Source Drill Down 1: This provides a more detailed breakdown of the primary record source, offering additional insights into specific methods or channels within the main source category. Record Source Drill Down 2: This offers even further detail about the record source, giving granular insights into the processes or sub-channels that contribute to the creation of records in the CRM. Original Source: This tells you the source where a contact interacted with your business, such as a website visit, a social media interaction, or a direct contact through email. This is currently not captured automatically, you will need to set up automation to infer this field from the UTM parameters. Original Source Drill Down 1: This provides a more specific look into the original source, detailing the particular platform or medium within the original source where the contact first interacted with your business (e.g., a specific social media platform or search engine). Original Source Drill Down 2: This goes deeper into the specifics of the original source, offering detailed insights about the specific activity or interaction that brought the contact to your business (e.g., a specific campaign or advertisement). Source name: The name of the source or channel through which the company was acquired. Timezone: The timezone in which the company operates or is located. Category IDs: Unique identifiers assigned to categorize the company. Facebook URL: The URL of the company's Facebook page. X URL: The URL of the company's X profile. Instagram URL: The URL of the company's Instagram profile. LinkedIn URL: The URL of the company's LinkedIn page. UTM Campaign: The name or identifier of the campaign associated with the company. UTM Medium: The medium or channel of the campaign associated with the company. UTM Source: The specific source of the campaign associated with the company. UTM Content: The content or variant of the campaign associated with the company. UTM Term: The specific keyword or term associated with the campaign for the company. GCLID: Google Click Identifier associated with the company. FBCLID: Facebook Click Identifier associated with the company. MSCLKID: Microsoft Click Identifier associated with the company. Created date: The date when the company record was created. Google Place ID: The unique identifier assigned to the company on Google Maps. Google review score: The overall review score of the company on Google. This is filled in when the company is created from the “Find nearby businesses” process. Group: Indicates the group to which the company belongs. Next task ID: The identifier of the next task associated with the company. Next task due date: The due date for the next task associated with the company. Owner ID: The unique identifier for the user who created the company record. Parent company: The parent company to which the company belongs. Engagement information Last activity date: The date of the last recorded activity associated with the company. Last campaign email clicked date: The date when the last campaign email was clicked by any of the company’s contact Last campaign email open date: The date when the last campaign email was opened by any of the company’s contact Last campaign email sent date: The date when the last campaign email was sent to any of the company’s contact Last campaign email sent name: The name or identifier of the last campaign email sent to any of the company’s contact Last campaign email bounced date: The date when the last campaign email was bounced by any of the company’s contact Last contact date: The date of the last contact made with any of the company’s contacts by any user. Last sales email received date: The date when the last sales email was sent by any of the company’s contacts to any salesperson in your account. This requires auto-forwarding to be set up. Learn more here. Last sales email sent date: The date when the last email was sent to any of the company’s contacts from your email inbox. This requires auto bcc to be set up. Learn more here. Partner-specific information (Does not exist in the Business App) Platform account group ID: The identifier for the account group. Salesperson: The individual responsible for managing sales activities for the company. Additional salespeople: Other individuals involved in sales activities for the company. Snapshot information (Does not exist in the Business App) Last review data updated date: The date when the last review data was updated for the company. Review performance grade: A grade or rating assigned to evaluate the performance of reviews associated with the company, typically based on criteria such as review quantity and review quality. Average number of reviews per month: The average count of reviews received by the company per month. Average review score: The average score or rating received by the company based on reviews. Number of review sources: The count of distinct sources from which reviews of the company are gathered or collected. Number of reviews: The total count of reviews received by the company across all review sources. Review data updated date: The date when the review data for the company was last updated by the Snapshot Report. Social Performance Grade: A composite rating that assesses the overall effectiveness and engagement of an individual or organization's social media presence based on various metrics like likes, shares, and follower counts. Total Number of Facebook Likes: The number of likes on the company’s Facebook page. Average Number of Facebook Likes per Post: The average number of likes on the company post on Facebook. Average Number of Facebook Posts per Month: The average number of posts published on the company’s Facebook page per month Average Number of Facebook Shares per Post: The average number of times the company’s Facebook post is shared. Total Number of X Posts: The total number of posts made on the social media platform "X". Total Number of Followers on X: The total number of individuals who follow the company’s profile on the social media platform "X". Total Number of Following on X: The total number of profiles that the company follows on the social media platform "X". Total Number of Instagram Followers: The total number of followers on an Instagram account. Total Number of Instagram Posts: The total number of posts published on an Instagram account. Last Social Performance Grade Updated Date: The most recent date when the Social Performance Grade was calculated. Instagram Data Last Updated Date: The most recent date when the data regarding Instagram was updated. Facebook Data Last Updated Date: The most recent date when the data regarding Facebook was updated. X Data Last Updated Date: The most recent date when the data for "X" was updated. Google Business Profile claimed: Indicates whether the company has claimed or verified its Google Business Profile. SEO local search grade: A grade or rating indicating the effectiveness of the company's SEO strategy specifically in local search results, assessing factors like local listings, citations, and geographical relevance. SEO daily organic traffic value: The estimated value of organic traffic received by the company's website daily as a result of SEO efforts. SEO number of organic keywords: The total count of keywords for which the company's website ranks organically in search engine results pages (SERPs), excluding paid advertisements. SEO organic clicks per month: The total number of clicks received by the company's website from organic search results in a given month. SEO organic domain ranking: The ranking or position of the company's domain in organic search engine results, often based on factors like domain authority, relevance, and backlink profile. SEO data updated date: The date when search engine optimization (SEO) data for the company was last updated by the Snapshot Report. Technology IDs: Unique identifiers assigned to categorize or classify the technologies used by the company on its website, such as software platforms, programming languages, or IT infrastructure. Technology IDs updated date: The date when the list of technology identifiers associated with the company was last updated. Snapshot latest expiry date: The expiration date of the most recent Snapshot report created for the company. Snapshot latest created date: The date when the most recent Snapshot report was created for the company. Snapshot latest snapshot ID: The unique identifier assigned to the most recent Snapshot report created for the company. Website data last updated date: The most recent date on which the website's data was updated. Website grade: An overall rating of the website based on various factors by Snapshot. Website mobile speed: The speed at which the website loads and performs on mobile devices. Website desktop speed: The speed at which the website loads and performs on desktop computers. Website is secure: Indicates whether the website has security measures in place, such as an SSL certificate, to protect user data and ensure safe browsing. Website is mobile friendly: Indicates whether the website is optimized for use on mobile devices, ensuring a good user experience on smartphones and tablets. Website has video: Indicates whether the website contains video content. Website has phone number: Indicates whether the website displays a phone number for contact purposes. Website has physical address: Indicates whether the website displays a physical address for contact or location purposes. Website link to Instagram: Indicates whether the website has a link to its Instagram profile. Website links to X (formerly Twitter): Indicates whether the website has a link to its X (formerly Twitter) profile. Website links to Facebook: Indicates whether the website has a link to its Facebook profile.

These are the common fields that Listing Sync Pro and Listing Sync Pro powered by Yext sync to several listing sources.  Company Name Address Phone Number Website Payment methods Services Brands Hours of Operation Special Hours  Business Profile Logo Brands Carried SEO Keywords Instagram Handle For a more detailed breakdown of what information sync to sources such as Google, Facebook, Instagram, and X, please proceed to Local SEO > Listing Sync > select the three dots next to the source > Syncing Info. How to sync these fields To sync the above content, you or your client must enter this information in the Business Profile. Go to Business App or Partner Center > Open Local SEO for the desired account > Business Profile  Note: Business Profile information excluding Special Hours can still be edited via Partner Center > Accounts > Manage Accounts > Select Account > Edit or Business App > Business Profile 2. In the Business Info tab: Fill in your client's business name, address, phone number, and website. Under the Operational Information heading, fill in your clients' accepted payment methods, services, and brands carried. Click Save.   3. In the Hours tab: Click the pencil icon Fill in your business hours and special hours Click Save. Once the Listing Sync Pro service is activated for the client, the syncing process will begin.  For listing sources that are synced directly over API, the listing sync provider syncs out the Business information on the initial connection date, and then every time the Business Profile is updated. Sources with the status of "Submitted" are synced every ~72 hours as they do not provide us with information back after submission.

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

In this article, we cover the Citation Builder update process, including how business information is submitted to data aggregators and distributed across directories, search engines, and apps. You'll learn about the typical update timeline, factors that affect citation changes, the importance of maintaining an active subscription, and the risks of discontinuing Citation Builder for long-term local SEO success. Understanding Citation Builder’s Update Process Citation Builder is an ongoing service designed to maintain and enhance your client's online presence. As soon as your client's business information is submitted, Citation Builder pushes it to two major data aggregators: Foursquare and TransUnion's Neustar/Localeze. These aggregators supply data to hundreds of directories, search engines, and apps, which update their records at varying intervals—some refresh weekly, others monthly or longer. Because data distribution occurs on an ongoing basis, Citation Builder is sold as an annual subscription to ensure continued accuracy and visibility in search results.   Citation Update Timeline Update citations / start Citation Builder subscription: within 24 hours Confirmation from data aggregators: up to 6 weeks Data aggregators share information with various citation sources, which in turn publish updates: 2 - 3 months (varies by source) Client business data is picked up across various search engines and other citation sources: timeline varies based on each platform’s data refresh schedule How to Speed Up the Process: For faster updates, clients should manually update their key citations on major search engines and social platforms, as these sources often have their own validation processes that can cause delays.   How Does Citation Builder Affect Claimed Citations? If your client has already claimed a citation, Citation Builder typically cannot override those entries (e.g., Google Business Profile). However, some platforms, such as Bing, may update their records if enough other trusted sources display different information. If a citation has been manually claimed and verified, Citation Builder will not modify the citation’s details, preventing any unintentional overwrites.   Why Clients Should Stay Subscribed to Citation Builder Even after your client’s citation information is corrected, it can be altered over time due to various factors, such as user edits, outdated public records, and changes in data sources. Citation Builder helps maintain local SEO consistency by ensuring that citation information remains correct across the web. Benefits of Continuous Subscription: Prevents data reversion: Public business records (e.g., yellow pages, phone directories) may not reflect your client’s preferred data. If Citation Builder is discontinued, directories may revert to outdated or incorrect information. Maintains data consistency: Search engines prioritize consistent information across multiple sources. If old data resurfaces, citations may become inconsistent, reducing visibility in search results. Builds a long-term citation network: Citation Builder reinforces the “Citation Effect” by continuously supplying consistent data to multiple sources, increasing trust and improving search rankings. Google’s WebCrawler detects consistent information across sources, strengthening your client’s local search presence. Quality backlinks are created, enhancing your client’s SEO and online authority. The Risks of Discontinuing Citation Builder: Discontinuing Citation Builder can have significant consequences for your client’s online visibility and search rankings. Without regular updates, their citation information may become outdated due to user-generated edits, incorrect directory data, or lost citations. This inconsistency can cause search engines to lose trust in the business, leading to lower rankings and reduced visibility in local search results. Furthermore, discontinued citations may revert to outdated public records, undoing the accuracy Citation Builder has established. A lack of citation maintenance leaves your client’s business vulnerable to conflicting information, which can confuse potential customers and negatively impact their credibility. Maintaining an active Citation Builder subscription ensures a proactive rather than reactive approach to citation management. By keeping information consistently updated, your client’s business can sustain strong search visibility, build trust with search engines, and reinforce its online presence for long-term success.

In this article, we cover how Citation Builder submits business information to major data aggregators, ensuring accurate and consistent listings across online directories, search engines, and review sites. You'll learn what data is submitted, how aggregators verify business information, the role of toll-free numbers, and the importance of selecting the correct business category to improve visibility and local search rankings. What Information Does Citation Builder Send? Citation Builder submits business information to two major data aggregators: Foursquare and TransUnion's Neustar/Localeze. These aggregators distribute the data to hundreds of online directories, search engines, and review sites. Primary Business Listing Data: The following essential business information is sent and utilized by both data aggregators: Business Name Street Address City State/Province/Region Country Zip/Postal Code Phone Number Website Additional Business Listing Data: While not all aggregators accept this secondary data, it enhances business citations by providing more details: Hours of Operation Payment Methods Business Description Services Brands Keywords Landmark Toll-Free Number Healthcare Industry Data (Professional Records): If a business is categorized under healthcare, Citation Builder also submits the following data where applicable: Firm/Clinic/Office Name First Name Last Name Email Professional Credential NPI (National Provider Identifier) Gender Insurances Accepted School How Do Data Aggregators Verify Business Information? Each data provider has its own verification methods. Generally, they compare the submitted data against authoritative sources, such as USPS records. Formatting adjustments may be made to align with their standards. Aggregators may also call or email businesses for verification. Neustar/Localeze Verification Process: Once Citation Builder is activated, Vendasta submits a request to claim the citation for accuracy. If your client has already claimed the listing, Neustar/Localeze will send a conflict resolution email requesting approval. If the client approves the release, Neustar/Localeze transfers control to Vendasta. If the client does not respond within 10 business days, Neustar/Localeze automatically releases the listing. If the client denies the release, Vendasta will not be able to update the listing. Foursquare Verification Process: Foursquare, unlike Neustar/Localeze, operates as a submission-only provider in Citation Builder. This means that while business data is submitted to Foursquare, it does not actively verify or manage listing updates in the same manner as Neustar/Localeze. However, Foursquare ensures data accuracy by: Cross-referencing user-generated content with authoritative sources. Allowing businesses to claim their listings manually through Foursquare’s business management tools. Providing location intelligence services that distribute data to apps, mapping services, and social platforms. Ensuring accuracy and reducing duplicate entries by consolidating similar business records into a unified listing. While Citation Builder helps businesses submit data to Foursquare, clients may need to manually claim their Foursquare listing for full control over updates and additional enhancements. Are Toll-Free Numbers Accepted? Citation Builder supports toll-free numbers (e.g., 1-800). Neustar/Localeze has a dedicated field for toll-free numbers and syncs them accordingly. However, to list a toll-free number as the main business phone, a standard (non-toll-free) number must also be provided. Neustar/Localeze may accept toll-free numbers as a primary number but does not always guarantee it. How to Update a Client’s Logo and Primary Photo in Citation Builder: To change the logo or primary photo, follow these steps: Navigate to Local SEO > Business Profile for the desired account. Click Images and upload the main logo. Why Is It Important to Submit the Correct Business Category or Taxonomy ID? Selecting the correct Business Category or Taxonomy ID is essential for: Ensuring accurate classification: This helps data aggregators place the business in the right category, improving discoverability. Avoiding business data issues: Some directories do not support generic categories like “Other,” which may result in the business being omitted. Maintaining sync compatibility: A mismatch in business categories can cause data syncing errors with citation sources. By ensuring accurate and complete data submission, Citation Builder helps businesses maintain a consistent and authoritative online presence across multiple directories and search platforms.

After you've completed your initial setup, you may want to start adding new prospects and existing customers to the Vendasta platform. Once added, you can engage them with Snapshot Reports and email campaigns. Follow this checklist to get started! Getting Started Checklist Create accounts Individual accounts Bulk account import Add users to accounts Learn to leverage account lists Create and customize Snapshot Reports Leverage email campaigns Create an email campaign Send an email campaign Create accounts Individual accounts You can add new prospects or customers individually for which you know the business details through one of the following methods: Go to Partner Center > Accounts > Manage Accounts > Create account  Search for the business you want to add (the business must have a Google Business Profile and can't be a service area business to be found through this method) Select the business you want to add Select up to three competitors you want to make note of Click Continue. Ensure the information pulled from the Google Business Profile is accurate Update Administration information Assign a salesperson Add tags Add customer identifiers (if you use them for internal purposes) Click Create account If you are adding a business that can't be found in search, you can manually enter their information: Go to Partner Center > Accounts > Manage Accounts > Create account  Click Skip to account creation Add in all of the mandatory fields and any optional information you have on the business Update Administration information Click Create account You can discover new prospects based on geography and vertical by using the Find accounts workflow: Go to Partner Center > Accounts > Manage Accounts > Find accounts Do a search based on a keyword related to the business vertical and add geographic information (eg. restaurants in Boston's Leather District) Select any of the search results you want to add by clicking the checkbox Click Continue Review and then click Create accounts These new accounts will be added to the platform and will create a List for you. Learn more. Back to top. Bulk account import If you have a spreadsheet of accounts that you want to add in bulk to the platform, you can import them via a CSV file. Go to Partner Center > Accounts > Manage Accounts > Click ⋮ in the top right corner > Import Accounts (CSV Upload) to get started. The video below walks through the process of setting up your CSV file and completing the upload. You can also follow the steps in-depth here. A simplified CSV template to help you get started is attached at the bottom of this article, and you can learn more about the CSV setup here. Learn more. Back to top. Add users to accounts Like account creation, you can add users individually, or in bulk. There are a few ways to add a user to an account after an account has been created. One of the most common is as follows: Go to Partner Center > Accounts > Manage Accounts > Click the Account to which you want to add a user Scroll down to Users and click Add Users Click the checkbox for an existing user then click Add user OR Click Create user if the user does not exist Fill in the user details Click Create user For more information on adding users to the platform, go here. As shown in the Bulk Account Import video above, you can add users in your CSV upload. This is the easiest way to ensure that you have the users added to your accounts when adding them in bulk, but you can add users into the platform through a bulk import; go here for more info. Learn more. Back to top. Learn to leverage account lists Lists are a way to group accounts. Once you have accounts added to a list, you can perform actions on them all at once. Creating accounts using a bulk account import or using the find accounts workflows noted above will automatically create lists for the accounts that you have created. The video below will walk through how to set up a new list of accounts that are already in the platform and provide an overview of list actions that you can take. Our Lists Overview provides you with more in-depth resources if you wish to learn more about lists. Learn more. Back to top. Create and customize Snapshot Reports Snapshot Reports can be created in Partner Center > Accounts > Manage Accounts. Customizing the Snapshot Report can only be done by accessing the report after it has been created. Here are some of the actions you can take to customize an individual Snapshot Report: Change the order of the sections of the report Hide sections of the report Hide blocks inside each section Add SEO keywords Add competitor data (based on a competitor URL or another Snapshot Report you have run) Change the language and videos in the Report Learn more. Back to top. Leverage email campaigns Create an email campaign You can easily add recommended email campaigns or create brand-new ones from scratch to send out to your prospects and customers. These drip email campaigns can create Snapshot Reports, can include custom emails, and can have delays between events to allow you to customize the timeframe that they will be received.  You can leverage Vendasta's Email Builder to create your emails. To read step-by-step instructions on configuring an email campaign, adding recommended campaigns, and publishing your email campaigns, see this article. Back to top. Send an email campaign Once your email campaigns are ready to go, there are a few ways that you can send them. You can send them to individual accounts or multiple accounts in Partner Center and you can even add them into automations! There are several methods to send your campaigns to individual accounts or to many at once. To learn more about the different methods, see this article. Back to top.

The Snapshot Report has always provided valuable data to businesses, allowing salespeople an intelligent jumping-off point for conversations with prospects. At times, prospects wanted more data and to see how they directly compared to their competitors. While the Snapshot Report provided insights into the industry averages, it didn't provide data directly related to their competition. The ability to add competitor data to your Snapshot Reports allows for better insights for prospects, further helping salespeople sell. How to add competitor stats to existing Snapshot Reports Accessing the Snapshot Report To start, open the Snapshot Report you wish to edit in Partner Center. Note: If you have not previously generated a Snapshot Report for the account, you will instead see the Generate Snapshot button , allowing you to generate a Snapshot Report instead. Choose your competitor type When accessing the Snapshot Report, you'll have the option to choose between the following competitor types: Competitors' websites - Adds competitor data to only the Website, Ecommerce, SEO, and Advertising sections. Competitors' existing Snapshot Reports - Adds competitor data to all sections by using existing Snapshot Reports from other accounts. Industry Average only - Shows your prospect how they compare to their industry average. This reporting is also included in the other two competitor types. 1) Using competitors' websites This option uses the business's company name and website to pull data.  Enter up to three competitors, search results will appear as you do so. When you've found the competitor you wish to add, click on it to have the website field automatically populated.  Hit 'Save' after each competitor.  Please be aware that it may take a few moments for the Snapshot Report to update after entering new competitors.  Note: This will only add competitor data to the Website, Ecommerce, SEO, and Advertising sections. To apply this data to all sections, you'll need to follow the steps below.  2) Using competitors' existing Snapshot Reports You can configure competitor data to appear in all sections by using Snapshot Reports you've already created.  If you haven't already done so, create accounts for these competitors in Partner Center. You'll also need to create a Snapshot Report for each of these. Please be aware that standard Snapshot fees apply.  From there, go back into your prospect's Snapshot Report and choose the 'Use competitors' Snapshot Reports' option under Competitors. Click on the Competitor field and select the account you wish to use for comparisons.  How to add competitor stats to a new Snapshot Report Note: This must be done before you create the prospect's account. If the account has already been created, you'll need to generate a Snapshot Report and follow the steps above.  1) To start, begin by creating a new account in either Partner Center. Creating accounts in Partner Center 2) In the Specific tab, when entering the name and location of your prospects' business, you'll see an automatically-generated list of competitors. This list is based on their location and business category as indicated on their Google Business Profile.  Select up to 3 local competitors, and hit continue next to the prospects' business information. Once the account is created, generate a Snapshot Report for that business and those competitors will be automatically added. Note: This will only apply competitor data to the Website, Ecommerce, SEO, and Advertising sections. To populate that data in all sections, you'll need to use 'Compare with existing Snapshot Reports' detailed above. What competitor data appears in the Snapshot Report? When you add competitors, you'll see the following sections under Listings and Reviews. For Advertising and SEO, the section will largely appear the same, though you'll see your competitors added:

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. Where reviews appear depends on your Default Review Template OR the Template you selected when sending out a review request. If you've selected My Preferred Sites (Customer Voice > Templates), your reviews will appear directly on the sites you've directed users to. The status in Customer Voice > Customers will update to either 'Bounced,' 'Sent,' 'Clicked,' or 'Opened.' If you've selected My Listing, reviews will appear on My Listing, a page created automatically by Local SEO. The status will update in Customer Voice > Customers to "Review Completed."   The "Contact Us" button in the default review template takes the customer to the "My Listing" page, and the icons for your Preferred review sites take you directly to the site (ex: Google) to leave a review.  

Listing Sync allows businesses to instantaneously sync common data to their Google Business Profile, Facebook, Bing, and X profiles to ensure the accuracy and consistency of their contact info. This feature makes it easier to improve SEO and customer acquisition while reducing the time it takes to update multiple online profiles. To get started 1) Navigate to Local SEO > Listing Sync. 2) Click on "Connect" next to a source. 3) Enter your login credentials for that source. 4) Click on "Allow" or grant permissions for the source to sync. 5) Select a business location/page to connect.

All Vendasta customers with service area businesses have the ability to add multiple geographic areas for which they serve. How to Sync Multiple Service Areas for Service Area Businesses? In Partner Center, navigate to Accounts > Manage Accounts > Select account > Edit > Under Business Info, a checkbox for Service Area Businesses can be found. Clicking on the checkbox will prompt two options, hiding the business address and only showing service areas, or showing the business address in addition to showing the service areas. In the text box below, multiple service areas can now be entered, all of which will be syncing to Local SEO or Listing Sync Pro providers if either product is active.  

To respond to reviews in Reputation Management, navigate to Reviews > Manage Reviews. You can respond directly to Google, Facebook, and My Listing reviews from this page. The Google and Facebook accounts must be connected in Reputation Management to respond. Connect these accounts by going to Settings > Connect Accounts > click on + to connect Account. To respond to a Google, Facebook, or My Listing review, type your response in the text field. Alternatively, choose from one of the review response suggestions to automatically populate a response in the text field.Note: All review response suggestions can be edited within the text field. Click Respond to post your response automatically to the site. Skip to the walkthrough video If the account is not connected, you'll be directed to Connect Account before you can proceed to click Respond. For all other review sites, such as Yelp or TripAdvisor, click Respond and you will be taken to the site where you can respond to the review.  Responding to Positive Reviews For positive reviews, thank them for their praise, and invite them to come back. You can let them know about upcoming promotions that they might be interested in. You can use your business name in the response to increase your SEO. Remember, positive reviews also make great social posts! If you have Social Marketing connected to the account, click the Share icon to share the review on your social networks. Responding to Negative Reviews Negative reviews should also be personalized to the content of the review. You want them to know that you are listening to their concerns. Make sure to apologize for the experience, and invite the reviewer to resolve the issue offline. It’s always better to deal with their issues privately. Unable to respond to Google Review You may encounter an error message when attempting to respond to a Google review. This is usually caused by the review being removed from Google shortly after it is pulled into Reputation Management. FAQs Q: Which sources pull into Reputation Management?A: Google, Facebook, Yahoo! Local, Booking.com, Expedia.com, Zillow, Indeed.com, TripAdvisor, Apartments.com, Yelp, Glassdoor.com, Grubhub, Hotels.com, Cars.com, Cargurus, Apartment Guide, Better Business Bureau, OpenTable, Trustpilot, Avvo, Edmunds, Wellness.com, DealerRater, Houzz, Angi (Angies List), Healthgrades, Zocdoc, Vitals, Rade MDs, A Place For Mom, Caring.com, Senior Advisor, Weedmaps, Leafly, Insider Pages, Carafe, Citysearch, Foursquare, TrueLocal . . . and many more! Q: Can I respond to all review resources directly in the product? A: You can respond to Facebook and Google reviews directly within our user-friendly interface, making it quick and straightforward. For other review sources, we've designed a convenient process. You can effortlessly draft your responses within the Reputation Management Product. Once you're satisfied with your message, a simple click takes you to the source platform, where you can easily copy and paste your prepped response. Q: How long does it take for Google and Facebook reviews to appear in Reputation Management? A: Once Facebook and Google Business Profile accounts are connected, reviews (including historical reviews) from these sources will pull in almost immediately. After this, Reputation Management scrapes for reviews once per 24-hour period. If the add-on Rapid Reviews is activated, Reputation Management will scrape for reviews twice in a 24-hour period.  

Our platform can be used in all countries. Please see below for the supported functionality. Reputation Management Listings Limited available sources for other countries Reviews Limited available sources for other countries Our source list has been optimized for the United States, Canada, Australia, and New Zealand. View the full list of sources. Mention Searches English only Social Activity Social Audience Social Marketing Respond to Customers Content Searches Social Post Local SEO My Listing Citation Builder The US Only Listing Sync Pro The US, CAN, Australia, France, Italy, Ireland, Germany, South Africa, UAE, UK, and International offering

Welcome to a true partnership. Use this guide to learn what resources are available to help you feel supported while running your business.  You can find your options for Support directly from Partner Center by clicking on the Help icon in the top right-hand corner of your screen. From this side-panel, you can find options for Vendasta Support, search the Help Center, and find contact information for support on our third-party products. Please note that your options for Support may vary depending on your subscription tier.  Support On-Demand All Vendasta Partners have access to our Support On-Demand department. These experts can answer your questions or put you in touch with those who can. Some examples of topics they can assist you with: Platform technical assistance  Foundational Product technical assistance  Admin Support Billing Questions  Troubleshooting & Bug Reports Support Specialists can be reached via any of the following methods: Email - support@vendasta.com Phone - If your subscription tier includes phone support, the phone number can be found by navigating to Partner Center > Help > Contact Us > Platform Support  Chat - available in-platform by selecting Help > Contact us > Platform support > Live chat Submitting a Support Ticket When we need to submit a ticket to Support on-Demand, it can be difficult to know what should be included, how much information is needed, and where should the request be submitted to. The short answer is all three of these are important to you, your partner, and Support on-Demand, and following this guide will answer all three of these questions! For the best results, please include the following information in the body of the ticket or request: Partner ID Account Group ID (if applicable) User or team member affected (if applicable) Replication Steps (This should be a TL:DR of the issue and the steps you took to replicate it) Screenshots (or video) of error messages When submitting a ticket, to Support on-Demand, your best channel is sending a ticket to support@vendasta.com. Partners can also contact us using the in-platform chat to reach an agent, and contracted Partners can call in to speak with a live agent 24/7. Here is a great example of a submitted Support Request:  Hey Team, Partner ID: XXXX Account Group ID: AG-XXXXXXXXX Partner FOOO is running into an issue with the Local SEO dashboard. Specifically within the Local SEO > Listing Sync section, and Google Business Profile. I've attached a video walkthrough here of what we're experiencing.  I'm pretty sure this is not the intended function (please let me know if I am wrong) - so what can the client or I do to have the proper reporting come in? Thanks in advance for your help!    How can I view my ticket history? To view your ticket history, navigate to Partner Center, click on the question mark icon on the upper right side > and select Contact Us. Then select Platform Support > View ticket history.  Marketing Services tickets will not be available in this view. Only tickets logged with Support can be viewed. For Marketing Services ticket details, please reach out to the respective @yourdigitalagents.com email or contact support for coordinating with Marketing Services team. You can also sign in to the Help Center at https://support.vendasta.com/hc/en-us and go to 'My Activities' to see your tickets: Billing Support Support On-Demand is always the best first step with questions regarding your invoice, pricing, and failed payments. However, we have a full accounting team ready to assist with questions regarding payment methods, billing information, or unexpected charges. To contact the team directly, email billingsupport@vendasta.com. Sales & Marketing On top of the human power provided by Vendasta, please don't forget about the following resources: Help Center - platform training, sales resources, and FAQs Content Library - agency tools and case studies Vendasta Blog - agency insights and eBooks Vendasta Continued Learning - Academy, Office Hours, and VLabs Feature and Resource Requests You can submit your ideas and connect with our product teams here! Common submissions include: Feature requests Marketplace product suggestions Marketing resource needs

The Sales Pipeline is a vital tool for guiding leads from prospects to paying customers, providing both Salespeople and Sales Managers with a clear view of each opportunity's status. By understanding what stage their opportunities are in, Salespeople can take the necessary steps to close deals, while Managers can track potential revenue and support their teams in driving more sales. The pipeline's ability to organize, filter, and visualize opportunities makes it an indispensable resource, ensuring that time and efforts are focused where they can yield the highest return. Table View The table view is a great way to get a full list of either your own, or a teams sales opportunities.  To access the table view, login to Partner Center and navigate to CRM > Opportunities > Table. In this view, you have a range of options on how you'd like to filter or organize the list of opportunities. You will find a search box above the pipeline, allowing you to search for specific types of opportunities. Note: Currently, you can only search for opportunity types, ex: Website Creation, Visibility & SEO. You won't be able to search for any other categories at this time. Sort Options You can sort the pipeline table columns in either descending or ascending order. Click the name of the column you'd like to sort once for descending order, or twice for ascending order. You can also sort the pipeline using the drop-down menu in the top right. This allows you to sort by expected closed date and contract length to get an idea of your monthly revenue. As an example: If a 6-month opportunity is expected to close on May 1st, you would see that reflected in your potential revenue for May-October. How to Export displayed CSV You can export the pipeline Table date into a CSV by clicking Export displayed as CSV. Navigate to the Pipeline Table at Partner Center > CRM > Table. Add the filters of your choice. Click on Export as CSV. Choose files to export and then click Export. Pipeline. Opportunity History. Click on Okay in the pop-up. Click on the notification bell and on Pipeline data export is complete. Click to download. Board View The board view is a visual interface that allows you to see opportunities at a glance including which stage of the pipeline the opportunity is in. To access the board view, login to Partner Center. Go to CRM > Opportunities > Board. In this view, Salespeople can drag and drop opportunities to transition them between stages. Moving opportunities On the Board view of the Pipeline tab, each active opportunity will appear on the board. These are broken down into various pipeline stages. To move opportunities to different stages, simply click and hold the opportunity you wish to move. From there, drag it to its new stage. Clicking on the name of an opportunity will bring salespeople to the Opportunity details page. Sort Options You can sort the pipeline board using the sort options menu and click the arrow to switch between descending or ascending order Sorting categories: Potential Revenue Expected close date Actual close date Last connected date Last sales activity Opportunity name Created date Assigned date Qualification Filter Customization To add filters to your table view, click + Add Filter at the top of the pipeline. You can also remove a filter by clicking the X next to the filter's name. You have a range of filtering options to choose from, including: Account Type Salespeople Salesteam Status Packages Products Tag Expected close date Actual close Created Assigned Create a New Pipeline Stage The default pipeline includes four stages: “Lead,” “Contact,” “Qualified,” and “Proposal.” The default percentage is 0%, 20%, 40%, and 60% respectively, and it will show you the revenue forecast based on the percentage of the pipeline stages. The default pipeline doesn’t fit your business? Don’t worry, you have the flexibility to create custom pipelines and define your own forecast percentages. Create Pipelines in Vendasta Log into Partner Center and open the Pipeline by going to CRM > Opportunities > Board. Click the Pipeline view dropdown and select Manage Pipelines. Click Create Pipeline. Give your Pipeline an easily identifiable name. Add your pipeline stages. Assign default percentages for each pipeline stage. These appear in your Pipeline in order of the probability of success you assign them. Click Save to save your new pipeline.

What is the "More Hours" feature?  All Vendasta customers have access to "More Hours" found in the Business Profile tab in Local SEO. This tab gives you and your clients the ability to edit business profile data within the Local SEO product. The "More Hours" will display category-specific attributes, so for example, restaurant clients can now set things like delivery, drive-through, takeout, and pick-up hours. Please note that this new syncing field can only be found in the Local SEO Business Profile tab. The remainder of business data can still be found and edited in Partner Center under Accounts > Manage Accounts > Select specific account > Edit Business Profile. How does "More Hours" work? In the Business Profile tab in Local SEO, navigate to the "Hours" tab to view and manage "More Hours."

We have APIs for the following products: Brand Analytics Business App  Partner Center  Local SEO Reputation Management Social Marketing Note: the API does not support all features available in-product for Social Marketing. Read this FAQ for more information.  We do not currently have APIs for the following products/services: Snapshot Report Task Manager Billing reports

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 tab.