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Snapshot Report: Website Performance
Websites are critical to succeed in today's online marketplace, providing consumers a virtual doorway into your client's business. Similar to how you'd want physical customers to have a great experience in-store, their online visit should be just as enjoyable.
This is where the Snapshot Report's website section can help as it breaks down the key components required for a great online experience. Page experience is important for multiple reasons:
Creating an enjoyable website experience helps to build stronger brand recognition with consumers.
If the business owner runs an ecommerce enabled website, a smooth page experience can lead to an increase in online sales.
These page experience metrics are important factors when it comes to Search Engine Optimization (SEO) strategies.
That last point is vital for business owners. Without a good website experience, they may not rank high within search engines, impacting their chances of being found by prospective customers.
The Snapshot Report breaks down website performance using Google's Core Web Vitals, the set of key indicators they use as ranking criteria.
What are Page Experience and the Core Web Vitals?
Page experience measures aspects of how customers experience and interact with a website. By optimizing for these factors, business owners can create delightful experiences across all web browsers and devices. This can lead to more engaged consumers, increases in sales, and a strong brand affinity.
Core Web Vitals are a set of real-world, user-centered metrics that can help to quantify key factors of a user's experience. They focus on 3 areas: speed, responsiveness, and visual stability. Google combines these factors in determining search ranking as they help provide a holistic picture of page experience.
Snapshot Report Homepage Content
Within the Snapshot Report, we first give a look at the homepage content for your clients website. This will show if key business information is found on your client's website. Having easy access to this information creates a smooth page experience for visitors and is essential when it comes to search engine ranking.
Snapshot Report Website Performance
Overall Grades - The Snapshot Report breaks down performance for both Mobile and Desktop. Both grades can be seen at the top of the section, along with an image of how they appear on both devices. NOTE: If needed, salespeople have the ability to turn off either the desktop or mobile version within the Snapshot Report. Visit our support article to learn more about customizing the Snapshot Report.
Page Speed - To the right of the device image you'll find page speed. This measures how quickly the content of your client's website is visually displayed during page load.
Large Content - This metric measures how long it takes for the largest element within view to load for site visitors.
Interactivity - This measures how long it takes the client's website to respond after a user engages with an on-site element.
Visual Stability - This will measure any unexpected shirts in your website layout. This can be caused by site elements loading out of sync.
NOTE: If the Snapshot Report has been customized to only show desktop or mobile, then that will be reflected in these metrics by only showing how that particular device measures up.
Below the Core Web Vital scores, you'll find a more detailed report on what should be fixed on your client's website for both desktop and mobile devices.
If your client has the ability to make changes on their own, you can provide this detailed look at what needs to be fixed as an additional value for the Snapshot Report. Or if you offer website services, this can be an effective talking point about how much you can help them improve their website experience.
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Snapshot Report: Technology
Partners can find out what technology their prospect is using to manage their business online and reveal the tech stack behind any website to identify potential gaps in the current setup.
What’s included?
The technology section displays the technology stack and marketing stack your clients are using on the website.
Are there opportunities for you to offer better solutions?
Are they using a website solution that slows down their SEO efforts? Such as Squarespace or Wix?
Gain valuable insights into their technology needs before approaching the prospect, empowering you to offer targeted solutions that align with their business goals.
Is this Section Automatically Included?
This section will be enabled automatically if you're currently running with the default configuration. If you want to disable the section, you can go to “Administration” > “Customize” > “Sales” > “Edit Default Snapshot Template.” From here, uncheck the checkbox at the top of the “Technology” section.
NOTE: This will only affect new Snapshot Reports. If you have already created one for your prospect, you will need to refresh it for this section to appear. If you've customized the layout, you will need to make sure you enable it first before refreshing the report.
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Why am I charged for refreshing Snapshot Reports?
Snapshot Reports are intended to be used as a prospecting tool and as such are typically expected to only be generated once during the prospecting phase.
Creating a Snapshot Report and refreshing a Snapshot Report are two separate products and both charge a standard fee of $2, however, some subscription tiers have a number of 'free' Snapshot Reports allocated which can only be used towards creating a new Snapshot Report for prospecting purposes.
Although a Partner can refresh a Snapshot Report, this will incur the $2 charge as this is treated as a separate product from creating a Snapshot Report.
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Snapshot Report: Competitor data
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:
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Who are the industry leaders in the Snapshot Report?
The Industry Leaders section of the Snapshot Report highlights the top-performing businesses within the Vendasta platform that share the same primary business category as the business the report is generated for.
Key Details About Industry Leaders
Same Business Category: Industry leaders are identified based on their primary business category, ensuring the comparison is relevant and meaningful.
Proximity Not Considered: The selection of industry leaders does not factor in the geographic location or proximity to the business the report is created for.
This feature is designed to give an overview of top performers in the industry, providing valuable benchmarks for success.
If you have additional questions about the Snapshot Report or industry leaders, feel free to contact our support team!
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Snapshot Report Grade Calculations
The Snapshot Report is a powerful tool that allows you to get to the heart of your client's online presence and reputation. To better speak to the report itself, it is useful to understand how our carefully tuned algorithm determines its grades.
Overall Score
The overall score is calculated by averaging the primary grades you've received in each section within the Snapshot Report. These grades are converted into numerical values:
A = 4
B = 3
C = 2
D = 1
F = 0
The converted values are then summed and then divided by a perfect score (24). When a section is disabled, the overall score will adjust accordingly.
Example
In the above Snapshot Report, the score would be broken down as follows:
Section
Grade
Score
Ecommerce
D
1
Advertising
F
0
Listings
B
3
Social
D
1
Reviews
C
2
SEO
D
1
Website
D
1
Total
N/A
9
Once we have the total score, 9 in the above case, we then divide it by the perfect score of 28 (4 x # of section grades, giving us the overall score for the Snapshot Report.
9/28 = 0.321
This is then rounded to the nearest whole number. In the example provided, this would be the 32% shown in the screenshot.
Sections
For each section in the Snapshot Report, we use the following percentile grading system:
A = 90 - 100th percentile
B = 75 - 89th percentile
C = 50 - 74th percentile
D = 30 - 49th percentile
F = 0 - 29th percentile
Listings
The Listings grade is a reflection of your business’s online listings. Each listing source is assigned a score based on how popular the site is. For example, having an accurate listing on a popular site like Google will have a greater influence on your Listing Score. The Listings grade is determined by the percentile range your business falls into when compared to other businesses in the same industry.
Example: This business was in the top 25% compared to other businesses in the same industry, so therefore it was graded at a B.
Reviews
We first calculate the scores for each subsection contained under the Reviews heading. We then take those combined scores and divide them into the maximum possible score.
Example: The above business's grades are broken down as follows:
Reviews Found | Top 50% = C
Reviews Found Per Month | Top 50% = C
Average Review Score | Top 50% = C
# of Review Sources | Top 50% = C
If we convert these to point values, we have 2, 2, 2, and 2. Adding these together gives a total point value of 8. Since there are 4 sub-grades, we would divide this by 4 which gives us a score of 2, resulting in an overall grade of C.
Social
We first calculate the grades for each subsection under the Social heading. From there, we convert those scores to numerical values, then divide them by the total number of grades available.
Example: The above account has Facebook, X, and Instagram enabled on their Snapshot Report. Their subsections (Likes, Average Posts / Month, etc.) are calculated using the same method as other sections.
Facebook has ratings of C, C, C, and F. Converting these to numerical gives us 2, 2, 2, and 0 = 6/4 = 1.5 = D
X was not found, equalling a grade of F.
Instagram has two B ratings, giving us 3, and 3 = 6/2 = 3 = B.
If we take the letter grade for each social site, we get Facebook = D (1), X = F (0), Instagram = B (3)
Total = 4/# of grades
4/3 = 1.3 = D grade overall
Website
We use Google's PageSpeed Insights to analyze websites for the Snapshot Report. The Website section is comprised of three separate subsections. The grades from each of these are added together, then divided by the total number of grades available. We will break down these sections below.
Example: In the above report, the website has received the following grades:
Mobile - F
Desktop - F
Homepage Content - B
These convert to scores of 0, 0, and 3 respectively. Adding these together, we get a total of 3. If we divide this by 3 (the number of sections available), we receive a value of 1, which gives us a total grade of D.
Note: PageSpeed scores can vary as they are estimates of the website's performance and not exact numbers. Many factors can influence the performance such as internet traffic, the types of ads being served, the type of device being used, and antivirus software.
Mobile
Google's PageSpeed Insights scores both your speed and UX scores. We combine these scores, then compare the business to its industry percentiles to retrieve the Mobile grade.
Desktop
For the Desktop score, we take your Google PageSpeed Insights score (out of 100) and compare it to the industry percentiles.
Homepage Content
Each line within the Homepage Content subsection is given point values based on if the element is or is not detected. We add these scores together, then compare these to the industry percentiles.
Ecommerce
This section breaks down 4 important categories that are relevant when it comes to eCommerce:
Online storefront - This checks to see if your prospect has the ability to sell their products/services through their website using a recognized commerce platform.
Online payments - This checks to see if your prospect is able to accept transactions through their site using recognized payment software.
Lead engagement - This scan's the prospects' website to see if it is set up to properly engage customers with relevant content, encouraging them to either move down the sales funnel or purchase from them again.
Online scheduler - This crawls the prospect's website to see if they have included any scheduling software that makes it easy for customers to book an appointment with the business.
This grade is weighted to match the insights of sales professionals, giving you a score that helps you focus on the areas that matter most. These areas are weighted as follows:
Online storefront = highOnline payments = mediumLead engagement = low
Advertising & SEO
The SEO and Advertising sections are backed by a deep catalog of keywords. Every month, we run millions of searches for these keywords, then take the top 50 organic results and the top 2 pages of ads and save those to our database. From there, we use those results to calculate the following:
Advertising: Estimated cost per click = Estimated monthly ad budget / Estimated monthly paid clicks
SEO: Estimated value per click = Estimated monthly value of clicks / Estimated monthly clicks
It is important to stress that these are estimates and may not always accurately reflect the actual value of those clicks.
For more information on the Advertising section, check out this article.
Local SEO
The local SEO subsection score is based on where the business appears in the search results for each of the vicinities (9 each for near me and city).
1st = A
2nd or 3rd = B
4th - 20th = C
21st - 100th = D
Outside top 100 = F
The grade is then combined with the value per click grade to get the overall section grade.
Note: We are unable to perform localized searches. We search from a centralized location, so if the business you are targeting has ads set up for only their local area, you may not see results.
For more information on the SEO section, check out this article.
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What is a Snapshot Report?
The Snapshot Report is an award-winning marketing needs assessment that arms sales reps with automated insights into a business’s online marketing performance. These insights make for powerful and persuasive sales pitches. Use the Snapshot Report to start the conversation with business owners, highlight gaps in their marketing, and propose optimal solutions.
Sample Snapshot Report
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Create Snapshot Reports
Prospecting can be challenging and time-consuming. That’s why you’ll love the Snapshot Report. This award-winning needs assessment empowers you and your sales team to start informed conversations with prospects. In fact, with the Snapshot Report and hot lead notifications, our partners have experienced as much as a 500% increase in their close rate! With 97% of consumers looking for businesses on the web, it’s crucial to have accurate listings, positive reviews, regular social activity, a robust website, and successful ad campaigns. The Snapshot Report gives you the ability to assess and present these attributes of your prospects’ online presence.
You can create Snapshot Reports in a few different ways:
Create Snapshot Reports via the CRM
To create a Snapshot Report via the CRM:
Navigate to Partner Center > CRM > Companies.
Click on the Reports section on the right side-bar.
Select 'Create Snapshot Report.'
When generating Snapshot Reports directly through the CRM, it's crucial to understand that unlike the standard Snapshot creation process, certain fields are not strictly required. However, the quality and effectiveness of your Snapshot Report depend heavily on the accuracy and completeness of key business information.
To ensure your Snapshot Reports provide valuable insights for your prospects, prioritize the following data points:
Business Name: A clear and accurate business name is essential for identifying the prospect.
Business Address: Providing a complete and correct address helps to localize the report and ensure accurate data analysis.
Business Phone Number: A valid phone number allows for direct contact and verification of information.
Business Website: A website provides a valuable source of information for the report and allows for further analysis of the business's online presence.
Accurate Business Category: This is a critical field. Selecting the most accurate business category ensures that the report is tailored to the specific industry and provides relevant benchmarks and insights.
Create Snapshot Reports via 'Snapshot Create icon'
To create a Snapshot Report with the Create Snapshot Report icon:
Partner Center > Accounts > Manage Accounts > Beside the desired account, click on to create Snapshot Report.
Fill in the Acquisition Widget
If you want to generate Snapshot Reports organically, you can embed an Acquisition Widget on your website. You can install this widget on any website you control, allowing users to request Snapshot Reports at their leisure.
To create a Snapshot Report:
Embed the Acquisition Widget on your website.
Whenever someone fills out the completed widget, the platform can generate a Snapshot Report for them. The platform will assign a salesperson to the prospect, notify the salesperson, and can even add the prospect to a customer acquisition email campaign.
Run campaigns with a Snapshot Creation Event
You can use Snapshot Report Creation events with your email marketing campaigns to generate Snapshot Reports automatically.
To use a Snapshot Report Creation Event:
Go to Partner Center > Marketing > Campaigns > Recommended or My Campaigns > Select the Campaign you want to add Snapshot Creation to.
You can only modify a draft campaign that has not been delivered to a customer. If the campaign has already been published, you will need to create a new campaign to use the Snapshot Creation Event.
Click Add Snapshot Report.
Note: Snapshot Reports will be created for the accounts added to this campaign. If there is an existing report less than 30 days old, the email campaign will use that report. If the report is older than 30 days, the Snapshot Creation event will automatically refresh the report. Standard Snapshot Report fees apply for any reports that are created or refreshed.
Wait 24 hours and get ready to sell
We recommend waiting 24 hours before showing the Snapshot Report to a prospect. This ensures that all of the available data has been gathered.
While you’re waiting for your first Snapshot Report to generate:
Study the Snapshot Report Cheat Sheet—it'll show you how to direct the conversation based on the results of the Snapshot Report.
Next step: Send Snapshot Reports >>
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Where does the Snapshot Report find the organic SEO Keywords?
The organic SEO Keywords found in the Snapshot Report are pulled from the metadata of the business's website. The Snapshot Report will display five organic search terms that the business is currently ranking for on Google (within the past month).
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Customizing Snapshot Reports
Customizing an Individual Snapshot Report
Customizing the Snapshot Report can ensure that it fits perfectly with the sales story you're telling your prospects. With so many different elements to customize, it can lead to many questions. Below are answers to common questions about Snapshot Report customization.
From Partner Center, navigate to Accounts > Manage Accounts > Click the Snapshot Report icon, and then select 'Edit Report.'
Beside each section in the Snapshot Report, there is a toggle. This toggle indicates which sections will show in the Snapshot Report to the client. If you do not want to show a section, simply un-toggle the section before you view the report.
You can also edit the message that appears in each section by selecting the Edit Message button.
Rearrange the order in that sections appear by dragging and dropping the items in the left-hand column.
Watch the video here
Customizing the Default Snapshot Report Template
You can manage the default Snapshot template for all new Accounts via Partner Center > Administration > Customize > Partner Branding > Sales > Edit Default Snapshot Template or for each Market via Partner Center > Administration > Customize > Markets > [Market Name] > Sales > Edit Default Snapshot Template.
Here you’ll see a blank Snapshot Report where you can select the sections you'd like to edit.
Keep in mind that your salespeople will still have the power to enable sections that are disabled by default and edit the marketing messages for each section.
Can I personalize videos on the Snapshot Report?
No - but you can change the voiceover, the message next to the video, or you can remove them.
Can you remove letter grades from the Snapshot Report?
Letter grades can be removed from Snapshot Reports both across all accounts or on an individual basis.
To remove them from all future reports, go to Partner Center > Administration > Customize > Sales > Edit Default Snapshot Template.
Once you're in the template edit screen, deselect 'Show letter grades and Overall Score'.
You also have the option of only removing the secondary letter grades, which are the grades found within each section. This will allow you to continue showing the overall grade for each section, but remove grading for each data point.
NOTE: This will remove letter grades for all Snapshots created after the change in the template.
You can also remove or add grades on an individual Snapshot basis. When accessed, you'll see the same options as those from the edit template screen. Either select or deselect the 'Show letter grades and Overall Score' option as needed.
Can I change the language of a Snapshot Report?
Yes, you can change the language by clicking on the symbol located at the bottom left of your Snapshot report, as shown in the screenshot below.
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Can I limit Snapshot report creation per 'Market'?
Unfortunately, there is no direct way of limiting snapshots report creation per Market. However, you can limit snapshots creation per salesperson(s) within a specific market.
Here is how:
Step 1: In Partner Center, navigate to the Administration tab > Customize > Sales
Step 2: Under the Sales tab, click the 'limit monthly snapshot report' checkbox.
Step 3: An additional option will be displayed to set the 'snapshot creation limit' for the salespeople in the market.
Note: If multiple salespeople are working in a particular market, which is oftentimes the case, the market limit will be the total allowable maximum that all the Salespeople in that market can create combined.
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Send Snapshot Reports
You can send Snapshot Reports a few different ways:
Snapshot Report URL
Email campaigns
Email from Snapshot Report
Snapshot Report URL
You can send a Snapshot Report by providing a link to the URL.
To send the Snapshot Report:
Go to Partner Center > Accounts > Manage Accounts > Select the desired account
Click Snapshot Report > View Snapshot.
Copy the URL at the top of the page.
Send the URL to your prospect.
Your prospect can view the Snapshot Report when they click on the URL link.
Send Snapshot Reports
Email campaigns
To send a Snapshot Report through an email campaign:
Create an email marketing campaign with a Snapshot Creation Event. This event creates a Snapshot Report for each prospect on the campaign.
You can use one of our pre-built campaigns that contain a Snapshot Report (such as the Local Marketing Snapshot or the Local Marketing Snapshot w/ Citation Builder), or you can create your own campaign. Learn more
Publish the campaign.
Send the campaign to your prospects. Learn more
The Snapshot Report will be delivered to your prospects through the email campaign.
What will happen to a snapshot report if there is a snapshot event in email campaigns?
Snapshot Report doesn't exist > It'll create it.
Snapshot Report exists, and it's older than 30 days > It'll refresh it.
Snapshot Report exists, and it's younger than 30 days > It'll use it.
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Snapshot Report: Listings
Business listings are essential to succeed in today's online marketplace with 73% of people losing trust in a brand when their listings are incorrect. This causes customers to blame the business when their information is wrong, damaging their reputation.
That's why it's important for businesses to understand how they currently rate when it comes to their business listings, and Snapshot Report is great at surfacing these insights.
How is the listings grade calculated?
The Listings grade is a reflection of your business’s online listings. Each listing source is assigned a score based on how popular the site is. For example, having an accurate listing on a popular site like Google will have a greater influence on your Listing Score. The Listings grade is determined by the percentile range your business falls into when compared to other businesses in the same industry.
Example: The business above is classified as a restaurant, thus the report is comparing it to similarly classified businesses. As the formula prior to August 1st for scoring the Listings section considers anything within the top 20% of businesses to be an A, this section is graded as an A.
NOTE: If the grade isn't populating, it could be due to your geographic region settings. If you're located in a country where we may not have enough industry data to compare on a country, state, or city level, the grade won't show. To fix this you'll need to enable performance metrics on a world level. To check this, go to Administration > Customize > General Product Settings > Geographic Region for Performance Metrics, enable World, and click Save.
Listing Section Breakdown
Listing Presence
This is where we calculate how many available listing sites there are for that particular business category, and how many of those sites display your client's business information. We also highlight the four primary listing sites for any business: Google, Facebook, and X.
When creating or refreshing a snapshot report, Reputation Management Trial will only pull a customer's LinkedIn page if it is connected to the account in the platform.
Therefore during snapshot generation, mostly LinkedIn will appear to be "not found" in the listing section since accounts are not connected in most cases while prospecting.
Listing Accuracy
Here is where we calculate the accuracy of those found listings from the previous section. This is based on the business details entered when creating the account. We also compare their accuracy against their industry average to show them how well they're doing against the competition. Finally, we provide a summary of how many times their information was found to be incorrect, broken out by: Incorrect phone number, missing phone number, and missing website link.
Listing Details
This section allows you to give your clients a detailed breakdown of each listing site they could be found on along with what information is accurate, missing, or incorrect. They also have the option of clicking View Listing to see the actual listing itself. This can be a great way to help your clients visualize just how much work is involved in keeping their business information updated.
Data Provider Accuracy
There are three major data providers that distribute your clients' information to hundreds of online sources: TransUnion, Neustar/Localeze, and Foursquare. The sources that gather information from these data providers include review sites, directories, social sites, search engines, GPS services, and more. It's crucial that your clients are found on these data providers and that their business details are accurate, or else they may send incorrect information to thousands of potential customers.
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Start a Campaign When a Snapshot Report is Created or Refreshed
Template Name
Start a Campaign When a Snapshot Report is Created or Refreshed.
Purpose
This automation streamlines the process of launching campaigns based on Snapshot Reports. When a Snapshot Report is created or refreshed, this automation triggers a pre-defined workflow to initiate an selected campaign efficiently.
How It Works
Trigger Event:
The automation triggers when a Snapshot Report is either created or refreshed in your system.
Delay Period:
A 25-hour delay is applied after the trigger event. This buffer ensures adequate time for the report preparation process to complete.
Campaign Launch:
After the delay, the workflow initiates a campaign for the associated account.
The automation uses a pre-selected Snapshot Campaign from your campaign library.
Benefits
Efficiency: Automates campaign initiation, saving manual effort.
Timeliness: The delay ensures data readiness before campaign launch.
Customizability: Supports selection of tailored campaigns to fit different account needs.
Use Cases
Sales Enablement: Automatically follow up with a targeted campaign after generating a Snapshot report.
Ways to customize this template
Once you've copied the template, you can customize it to suit your needs.
For example, add a 'Delay until an event happens' step to monitor certain email events like clicks, opens, bounces etc. to either create tasks, add tags, adding the account to a list and much more.
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Is there a Multi-Location Snapshot Report?
At this time, the Snapshot Report is not available for multi-location businesses. However, Vendasta offers the Multi-Location Executive Report, which provides similar insights tailored for businesses with multiple locations.
Key Features of the Multi-Location Executive Report
Offers a consolidated overview of performance across all locations.
Provides actionable insights to help manage and optimize your multi-location strategy.
For more information on the Multi-Location Executive Report, click here.
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Editing the snapshot banner image (Getting an image source code)
To remove or replace the image in the snapshot banner, follow the steps below:
Go to Administration tab > Customize > Sales > Snapshot banner.
Click on the source code icon < >.
Remove the 'img src' and replace it with the source code of your image.
To get an Image source code; click on the image > right click on the page > select Inspect > under Elements, you will find the image src code > adjust for height and width and paste into the snapshot template.
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How do I edit the cover page of the Snapshot Report?
The cover page of the Snapshot Report is set by the Salesperson. You can edit this setting in the Salesperson's profile by following these steps:
Log in to Partner Center.
Navigate to the CRM tab > click on Salespeople.
Click on the Salesperson's name.
Scroll down to 'Cover Page Title'.
Cover page options are as follows:
a) Partner name.
b) Reputation Management product name.
c) Market name.
If a Salesperson has a "Job Title" listed in their settings, then it will override these options and display the Job Title instead.
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Rename the Snapshot Report
You can rename the Snapshot Report from Partner Center by navigating to:
Administration > Customize > Sales > Click on 'Edit Snapshot Report Name.'
This can be done in both the Partner Branding and Markets tabs.
Video Walkthrough
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Why does the SEO score in the Snapshot Report seem inaccurate?
Google Search results vary from person to person even when using the same exact keywords as there are multiple factors in the algorithm. While the Snapshot Report makes its best effort to provide objective results, they should be taken as indicative information.
Some of the factors Google might use to influence a specific search are:• Previous Searches On a Single Device• Previously Clicked Links• Geographic Location• Google Account History• Device Being Used• Type of Search and Filters Used• Paid Ads Present• Changes to a website or its content• Ongoing experiments with the algorithm
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Snapshot Reports Created via Acquisition Widget
How do I know if someone has requested a Snapshot Report via the Acquisition Widget? Do I get some kind of email notification? Is there a page I can go to see a summary of leads generated via the widget?
Immediately after a customer requests a Snapshot Report via the Acquisition widget, an account is created in our platform, then the Salesperson assigned to the widget gets assigned to this new prospect's account. They also get an email notification.
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