Showing results for "snapshot"

Showing 1 - 20 out of 64 results

What is the difference between the Snapshot Report and the Executive Report?

The Snapshot Report and the Executive Report are two of the most powerful tools at your disposal. Used together, they can not only help you sign more clients but retain them. What is the difference between the Snapshot Report and the Executive Report? The short answer is that they are used at different points in your relationship: The Snapshot Report is used before you've formed a business relationship to pitch your services and products to prospects. The Executive Report is used after you have a business relationship to give them insights into the state of their online presence. Snapshot Report The Snapshot Report is a marketing needs assessment that uncovers a prospect’s performance in six categories: business listings, reviews, social media, website, advertising, SEO, and eCommerce. Use the Snapshot Report to start conversations with your prospects, highlight gaps in their marketing, and propose optimal solutions. Resource: Cheat Sheet for Snapshot Report Executive Report The Executive Report is your client’s single source of truth for the state of their online presence. It gives your clients a rollup of everything that’s happening across all of their digital marketing channels in the last week or month. This report is white-labeled, so it automatically appears under your brand. This automated report gives your clients a first-hand look at the return on their investment—it’s a great way to build trust, position yourself as an expert, and show how you’re delivering week over week. Resource: Executive Report Overview
Resource Center

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.
Resource Center

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 for a new account Click the Create Snapshot Report icon Fill in the Acquisition Widget Run email campaigns with a Snapshot Creation Event Create Snapshot Report 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; or Sales & Success Center > Accounts > click on  beneath the account name to create Snapshot Report.     Click Create. 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 >>
Resource Center

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: Data Axle, 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.  
Resource Center

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. ​  
Resource Center

Does a Snapshot event in an email campaign refresh expired reports?

A snapshot report that is expired will only be refreshed by a Snapshot event IF the Snapshot Report is older than 30 days. When you preview the event in the campaign, it will show the following: 
Resource Center

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 
Resource Center

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:  
Resource Center

Cheat Sheet for Snapshot Report

The Snapshot Report is a marketing needs assessment that uncovers a prospect’s performance in seven key categories: business listings, reviews, social media, website, advertising, SEO, and eCommerce. Use the Snapshot Report to start conversations with your prospects, highlight gaps in their marketing, and propose optimal solutions. Check out the cheat sheet below for useful tips. https://drive.google.com/file/d/1qPPOK_MTjw2BwT70FTLToLKzuw4wXx1u/view?usp=drive_link       
Resource Center

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
Resource Center

Add Snapshot Reports to Proposals

Why is it important? The importance of a business's online presence and the associated digital solutions can be difficult to understand. Proposal Builder's Snapshot Report integration helps you get the conversation started with customized content highlighting pain points specific to the prospect and how you can alleviate them. By presenting a business' areas for improvement alongside your recommended solutions, you can help your prospects understand the value of your proposal.  How does it work? If you haven't already, generate a Snapshot Report* for your prospect. Go to Sales & Success Center > Proposals > Manage Proposals Choose a template or create a new proposal from scratch.  Select the recipient account. Open the Insert widget panel and press Snapshot report. Select the desired sections of the report.   Once inserted in the proposal, the sections become widgets that can be rearranged as needed. *Top tip: Generate the Snapshot Report ahead of time. We recommend this for two reasons: Snapshot Reports are a great prospecting tool. Make a strong first impression by arriving at first meetings prepared with insights on where your prospective client's opportunities for growth lie and a recommended plan of action. Once you have their attention, it's time to build a proposal. Snapshot Reports can take up to 24 hours to generate. Ensure the report is ready in advance to avoid delays in issuing proposals to your prospects. Try it out! Ready to create a proposal? Head over to Sales & Success Center. Have questions? Check out our FAQ section for more information.   
Resource Center

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 the 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. 
Resource Center

Acquisition Widget Overview

The Acquisition Widget is a lead generation tool you can embed on your website to acquire new leads. While browsing your website, your visitors can provide their contact information through this widget to see how their business is performing online or to try free products. Once a visitor provides their details, you can configure the widget to perform the following actions automatically: Create a Snapshot Report Assign the visitor to a salesperson and send the salesperson a hot lead notification Add the visitor to a customer acquisition campaign Activate products, including: Reputation Management | Standard Local SEO Social Marketing | Standard Customer Voice | Standard Advertising Intelligence Website | Standard CalendarHero (Basic) Note: You'll be subject to the standard Snapshot Report and product fees for each account created with the widget. The widget comes with a wizard that gives you the flexibility to customize the text, container design, and colors. You can set up a widget for every market you have. How does the Acquisition Widget work? To start using the Acquisition Widget, you'll need to create a widget in Partner Center > Marketing > Acquisition Widgets. Then, embed this widget on relevant pages throughout your website. When a website visitor submits their contact information, the widget will allow them to search for their business. If the lead finds their business, they can submit their information. The widget will automatically collect the rest of the details about their business. If the lead doesn’t find their business, they will click Can’t find your business? Click here. This option will take them to a form to provide their business details manually. The assigned salesperson will then be notified so they can get in touch with the lead ASAP. Simultaneously, a new Snapshot Report will be created, the lead will be added to the customer acquisition campaign of your choice, and/or products will be activated (depending on your configuration)—allowing you to stay top of mind until they’re ready to buy. Related articles Create an Acquisition Widget Disable an Acquisition Widget Create a widget
Resource Center

How do I remove sections of the Snapshot Report?

You can remove default Snapshot Sections for all accounts by navigating to Partner Center > Customize > Partner defaults > Sales > Edit Default Snapshot Template > Toggle off the section you wish to remove.   You can remove default Snapshot Sections for each Market via Partner Center > Customize > Markets tab > Select [Market Name] > Sales > Edit Default Snapshot Template > Check the box of the section you wish to remove.
Resource Center

Snapshot Report: Ecommerce

E-commerce is big. Really big. The Snapshot Report has been used for years to highlight areas businesses struggle with. As eCommerce continues to grow, there's an opportunity to help in that space. This section of the Snapshot Report is centred around eCommerce. This helps in two distinct ways: Salespeople will have better insight into prospects' eCommerce presence, helping them identify solutions to the prospects' biggest challenges Business owners will understand where they need to improve, allowing them to look for solutions to those issues.  What's included? 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 if the 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's 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 their website to see if they've included any scheduling software that makes it easy for customers to book an appointment with the business.  NOTE: While we do cover the main solution providers in each market, due to this being a growing and dynamic industry there may be smaller or custom platforms that our report does not recognize. This will cause it to show that nothing can be found on the prospects' website. If you do happen to notice a specific platform missing, don't hesitate to reach out to us so we can add it to our list.  Is this section automatically enabled? This section will only be enabled automatically if you run with the default configuration. If you've customized the report in any way, we want to make sure to respect those changes, which means you'll have to manually enable this section for it to begin showing up within your Snapshot Reports.  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.  Still have questions? Check out our FAQs on the eCommerce section of the Snapshot Report! FAQs The ecommerce section can be effective in showing your clients how they measure up with online sales. It can also lead to many questions. Below are some answers to common questions about this section. Q: Why is it showing an F when my prospect has ecommerce enabled on their website? A: While we do cover the main solution providers in each market, due to this being a growing and dynamic industry there may be smaller or custom platforms that our report does not recognize. This will cause it to show that nothing can be found on the prospects' website. If you do happen to notice a specific platform missing, don't hesitate to reach out to us so we can add it to our list.  It also may be showing 'none found' because the page that solution is found on is hidden behind a login. While we do our best to crawl as much of a website as possible to search for potential solutions, there can be instances where there are pages we can't reach. Q: What does 'Lead Engagement' refer to? A: Lead engagement scans the clients' site for software that allows them to engage with current or recent website visitors. This includes solutions such as live chat or advertising campaigns. e.g. Showing a recent website visitor a digital ad that showcases items they previously viewed in the clients' online store. Q: What types of software does 'Lead Engagement' search for? A: The ecommerce section searches for two categories of software: marketing automation and live chat. Q: Which marketing automation solutions are covered by the Snapshot Report?  A: Acquia Campaign Factory, Act-On, Actito, AD EBiS, Adabra, Aimtell, Airship, Automizely, Autopilot, Aweber, Beeketing, Birdeye, Blackbaud Luminate Online, Bluecore, BowNow, Branch, Braze, BrightInfo, Bronto, BySide, Campaign Monitor, CartKit, Carts Guru, ChannelAdvisor, CleverTap, ClickDimensions, ClickFunnels, Connectif, Constant Contact, Contlo, Convertcart, ConvertKit, Customer.io, Dealer Spike, Dotdigital, Dreamdata, e-goi, Eloqua, Emarsys, emBlue, Emotive, ExitIntel, Firepush, Fomo, Freshworks CRM, Frosmo, Genesys Cloud, GetResponse, Grin, Growave, HubSpot, Hushly, Instabot, Invoca, Iterable, Izooto, Jirafe, Kartra, Klaviyo, Leanplum, Listrak, MailChimp, MailChimp for WordPress, MailerLite, Mailmunch, MAJIN, ManyChat, ManyContacts, Mapp, Marketo, Mautic, Maxemail, Melis Platform, Mindbox, MoEngage, Najva, Nextsale, Noddus, Nudgify, Ometria, Omnisend, OneSignal, OptinMonster, Pardot, PayPal Marketing Solutions, Postscript, Prediggo, Privy, PushEngage, Pushnami, PushOwl, PushPushGo, RD Station, Rockerbox, RockRMS, Sailthru, SALESmanago, Satori, SEMrush, Sendinblue, Shanon, SharpSpring, Signal, Simplero, SocialLadder, SpotHopper, Stylitics, Sumo, Vitals, Vizury, VWO Engage, WebEngage, Wigzo, Wisepops, Wunderkind, Xtremepush, Yotpo SMSBump Q: Which live chat solutions are covered by the Snapshot Report? A: Acquire Live Chat, Ada, Aircall, Apple Business Chat, Bold Chat, Callbell, Chaport, Chatra, Chatwoot, Chekkit, Comm100, CoRover, Crisp Live Chat, Czater, Dotdigital Chat, Drift, Droz Bot, Envybox, Facebook Chat Plugin, Freshchat, GetButton, Gladly, Goftino, Gorgias, HappyFox Live Chat, Haptik, Help Scout, HubSpot Chat, iAdvize, Imber, Instabot, InSyncai, Intercom, Jitsi, JivoChat, Kapture CRM, Kustomer, LimeChat, LiveAgent, LiveChat, LiveHelp, LivePerson, LiveZilla, ManyChat, MyLiveChat, Oct8ne, Octane AI, Olark, Pipedrive, Podium, Provide Support, Pure Chat, Raychat, Re:amaze, Rocket.Chat, Rotic, Salesforce Service Cloud, Schedule Engine, Shopify Chat, Smartsupp, SnapEngage, Solvvy, Suiteshare, Tallentor Widget, Tawk.to, Tencent QQ, Tidio, Trengo, UserLike, Verloop, View less, WhatsApp Business Chat, WidgetWhats, Wix Answers, Yandex.Messenger, yellow.ai, Zendesk, Zendesk Chat, Zoko, Zoominfo Chat Q: Which online storefront solutions are covered by the Snapshot Report? A: 1C-Bitrix, 3dCart, Abicart, ABOUT YOU Commerce Suite, Accesso, Aero Commerce, Afosto, AfterBuy, Akinon, Amazon Webstore, AmeriCommerce, Arastta, ARI Network Services, ATSHOP, Avangate, Base, Big Cartel, BigCommerce, Bigware, Bikayi, Bizweb, Blesta, Botble CMS, Brownie, Bsale, BSmart, Cafe24, CCV Shop, Chameleon system, ChannelApe, Checkfront, Cleverbridge, CloudCart, CloudSuite, Cococart, ColorMeShop, Commerce Server, Commerce.js, Commerce7, commercelayer, commercetools, Convertr, Correos Ecommerce, Cosmoshop, Craft Commerce, Cratejoy, CS Cart, CubeCart, Digital Showroom, DigitalRiver, Dokan, Drupal Commerce, Dukaan, Dynamicweb, e-Shop Commerce, EasyDigitalDownloads, EasyStore, EC-CUBE, eCaupo, Ecwid, eDokan, EKM, Elcodi, Ensi, ePages, Essent SiteBuilder Pro, Estore Shopserve, eZ Platform, eZ Publish, Fabric, FARFETCH Black & White, Fast Checkout, Fastcommerce, Fastspring, Fbits, Fenicio, Food-Ordering.co.uk, ForoshGostar, Fortune3, Fourthwall, Foxy.io, Freshop, Future Shop, Fynd Platform, Gambio, GEOvendas, GetMeAShop, GoDaddy Online Store, GrandNode, GrocerKey, Gumroad, Haravan, HCL Commerce, HighStore, Hinza Advanced CMS, hyva, Ideasoft, IdoSell Shop, Iluria, Imweb, Intershop, Inventrue, Inveon, iPresta, Irroba, J2Store, JET Enterprise, Jetshop, Jibres, JoomShopping, JShop, JTL Shop, Jumpseller, Justo, k-eCommerce, Kajabi, Kamva, Kibo Commerce, Kitcart, KMK, KobiMaster, Kooomo, KQS.store, Lazada, Lightspeed eCom, Linx Commerce, LogiCommerce, Loja Integrada, Loja Mestre, Loja Virtual, Loja2, Magazord, Magento, MakeShopKorea, Melis Platform, Mercado Shops, Miestro, Miva, Mixin, Mobify, Modified, Moguta.CMS, Mondo Media, My Food Link, MyCashFlow, MyOnlineStore, Nacelle, NagaCommerce, NEO - Omnichannel Commerce Platform, Neto, NetSuite, nopCommerce, novomind iSHOP, Nuvemshop, Ochanoko, Odoo, OnShop, Open Classifieds, Open eShop, OpenCart, Oracle Commerce, Oracle Commerce Cloud, Orckestra, OrderYOYO, OroCommerce, osCommerce, Oxatis, OXID eShop, OXID eShop Community Edition, OXID eShop Enterprise Edition, Parttrap ONE, Pattern by Etsy, PhotoShelter, Pimcore, Pixieset Store, plentymarkets, plentyShop LTS, Podia, Powerboutique, Powergap, PrestaShop, Projesoft, Proximis, Proximis Unified Commerce, PureCars, PWA Studio, Quick.Cart, Rakuten Digital Commerce, RBS Change, Reactive, RedCart, Remarkable Commerce, Robin, Saleor, Salesfloor, Salesforce Commerce Cloud, Salla, Saly, Sana Commerce, SAP Commerce Cloud, SAP Upscale Commerce, Sazito, Scalefast, Sellacious, Sellfy, Sellingo, Sellix, Selly, Sharetribe, Shopaholic, Shopatron, Shopcada, Shoper, Shopery, Shopfa, ShopGold, Shopify, Shopline, Shoplo, Shoporama, Shoppiko, Shoppy, Shoprunner, Shoptet, Shopware, Simbel, Simplo7, Sirclo, Sky-Shop, Smartstore, Smartstore biz, SmartWeb, Snipcart, SoftTr, SolidPixels, Solusquare OmniCommerce Cloud, SoteShop, Spree, Spring for creators, Spryker, Squadded, Square Online, Squarespace Commerce, StackCommerce, Storeden, StoreHippo, stores.jp, Subbly, SummerCart, Swell, Sylius, T-Soft, T1 Paginas, TakeDrop, Tebex, Thelia, THG Ingenuity, ThriveCart, Ticimax, Tictail, Tiendanube, TomatoCart, TotalCode, Touch2Success, Tray, TRISOshop, Tritac Katana Commerce, Trove Recommerce, TrueCommerce, Typof, Ubercart, Ueeshop, UltraCart, vibecommerce, VirtueMart, Visualsoft, Volusion, Voog.com Website Builder, Voracio, VP-ASP, VTEX, Vue Storefront, Web Shop Manager, Weblium, Websale, WEBXPAY, Webzie, Welcart, Wikinggruppen, Wix eCommerce, WiziShop, WooCommerce, Workarea, X-Cart, Xanario, Xonic, xtCommerce, Yahoo! Ecommerce, Yampi Virtual store, Yepcomm, YNAP Ecommerce, YouCan, Zen Cart, Zid, Zoey, Zozo Q: Which online payment solutions are covered by the Snapshot Report? A: Adyen, Affirm, Afterpay, Amazon Pay, American Express, Amex Express Checkout, Aplazame, Apple Pay, Bitcoin, Blackbaud Luminate Online, Bolt Payments, Braintree, Bread, bSecure, Buy me a coffee, Catch, ChargeAfter, Chargebee, Checkout.com, CitrusPay, Coinbase Commerce, Conekta, Cybersource, DigitalRiver, DivideBuy, Divido, eWAY Payments, Facebook Pay, Fat Zebra, Forte, Four, GiveWP, Google Pay, Google Wallet, Grab Pay Later, Heartland Payment Systems, Iamport, Klarna Checkout, Klasha, Ko-fi, KueskiPay, Laterpay, Mastercard, mobicred, Mokka, Moneris, Omise, OpenPay, Pace, Paddle, Pagar.me, PagSeguro, Paidy, Partial.ly, Patreon, PayBright, PayFast, Payflex, Payl8r, PayPal, PayWhirl, Pin Payments, Razorpay, Recharge, Recurly, Scalapay, Service Provider Pro, Sezzle, Shop Pay, Simpl, SkyVerge, SplitIt, Spotii, SpurIT Partial Payments App, SpurIT Recurring Payments App, Square, Stripe, T1 Pagos, Tabby, Tamara, TNS Payments, Venmo, Verifone 2Checkout, Visa, Visa Checkout, Wirecard, WorldPay, Xpresslane, Yampi Checkout, YooMoney, Zip Q: Which online scheduling solutions are covered by the Snapshot Report? A: Accesso, Acuity Scheduling, Appointy, Bokun, Bookero, Bookingkit, Booksy, BookThatApp, Booxi, CalendarHero, Calendly, Checkfront, Chili Piper, CoconutSoftware, Eveve, FareHarbor, GetYourGuide, Hostmeapp, Mangeznotez, Meeting Scheduler, Mews, MindBody, MIYN Online Appointment, Occasion, Peek, Periodic, Regiondo, Reservio, Rezdy, Rezgo, Salonist, Setmore, SevenRooms, SiteMinder, Skedify, Timify, Trumba, vcita, X.ai, Zocdoc NOTE: Due to this being a growing and dynamic industry, these lists may not be comprehensive or up to date. For more details, visit the sites below for updated lists. Marketing Automation SolutionsLive Chat SolutionsOnline Storefront SolutionsOnline Payment SolutionsOnline Scheduling Solutions
Resource Center

Limit monthly Snapshot Reports per Salesperson

As a Partner Center Admin, you can limit the number of Snapshot Reports each Salesperson can generate monthly. Watch Walkthrough Video Set monthly Snapshot Report limit Go to Partner Center > Administration > Customize > Sales. This can also be customized on a per-Market basis. Check Limit monthly Snapshot Reports under the Settings heading. Enter the Snapshot Report limit. Note: If you have customized any markets, you will need to adjust this setting for each of those markets. By clicking on Markets, you can see any markets that won't be affected by the change under Partner Branding. FAQs Q. Can I disable Snapshot Generation for my Salespeople entirely? A: You can disable Snapshot Report generation for your salespeople by setting the limit to 0. Q When does the month reset? A: All months begin at 12:00 AM UTC on the first of the month. You can see the current time here. Q: Do Snapshot Reports generated by a Partner Center Admin count toward the total? A: If Snapshot Reports are generated from Partner Center, generated Snapshot Reports will not count toward a salesperson's total. However, if you are impersonating a salesperson, these will count toward their total. Q: What happens if a Salesperson goes over their limit? A: When a salesperson goes over their limit, they will see the following message if they try to create another Snapshot Report Q: Are Email Campaigns affected by this? A: Yes. A salesperson cannot add an account to a campaign that contains the Snapshot Report generation step if they have exceeded their limit. Campaigns started from Partner Center are not affected by this. Walkthrough Video    
Resource Center

Save the Snapshot Report as a PDF

In your Partner Center, you can easily save the Snapshot Report as a PDF by doing the following:  See walkthrough video Click View Full Report on the Snapshot Repot.  Click on the printer icon on the top right corner of the report. Select Save as PDF. Save Snapshot as a PDF video
Resource Center

Getting Started: Using Snapshot Reports and Email Marketing

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 There are multiple ways to create Snapshot Reports. They can be created in Partner Center > Accounts > Manage Accounts or in Sales & Success Center > Accounts by clicking on the Create Snapshot Report "document" icon in-line with the account. Learn about all the methods of creating a Snapshot Report here.  Customizing the Snapshot Report can only be done by accessing the report in Sales & Success Center and clicking the Snapshot Report "document" icon again 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; your salespeople can send them through Sales & Success Center; 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.
Resource Center

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.
Resource Center

'Snapshot Report Grades' dynamic component for email marketing

The 'Snapshot Report Grades' dynamic component displays your prospects' Snapshot Report grades in personalized email marketing campaigns. You can use this component to identify gaps in your prospects' online marketing performance and present valuable solutions.  How does the 'Snapshot Report Grades' Dynamic Component work? To add the Snapshot Report Grades dynamic component to email campaigns: From the Create Email page of the Campaign Builder, select Insert Dynamic Component Select Snapshot Report Select the Snapshot Grade you would like to include in the email. You can select: Grade Review Grade Social Grade Listings Grade Website  Grade Advertising Grade eCommerce Grade SEO  Preview the email by clicking Preview in the top right-hand corner of the page. When the email looks right, click Save. For more information, refer to the instructions in this article: Add dynamic components to email campaigns  
Resource Center