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

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

Snapshot Reports are active and accurate for seven days after which the report will stop updating. Sometimes you or your salespeople need more time to close a deal, or you simply need to rekindle an old prospect. Snapshot Report refreshes allow you to provide up-to-date data in these situations. There are three methods for refreshing Snapshot Reports. Watch the video on how to refresh the snapshot report. Refreshing Snapshots for an individual account Partner Center Admins Partner Center Admins can refresh the Snapshot Report by navigating to Accounts > Manage Accounts and opening up the Snapshot scorecard by clicking the Snapshot icon to the right of the account name. At the bottom of the Snapshot scorecard, you'll find the date it was created indicating how old the report is along with the refresh option. Click Refresh and confirm you'd like to refresh the Snapshot.  Note: If the report is still within the first 7 days of being created this option will not appear.  Salespeople In a similar fashion to Partner Center admins, your salespeople are able to refresh Snapshot Reports from Sales & Success Center > Accounts. A salesperson will need to open up the Snapshot scorecard by clicking the Snapshot icon below the account details.  At the bottom of the scorecard, simply click Refresh and then confirm you'd like to refresh the Snapshot.  Note: If the report is still within the first 7 days of being created this option will not appear.  As for logistics, refreshed reports are very similar to new reports: Refreshed reports are the same price as new reports.  You must wait a minimum of 10 minutes before accessing the report. The refreshed report uses data from the demo Reputation Management account. However, please keep in mind that when a Snapshot Report is refreshed, a new report will override the old report. Refreshing multiple Snapshot Reports. You can create and refresh multiple Snapshot Reports using Lists in Partner Center. Learn more. Watch the Video to refresh a snapshot report. 

Sales intelligence is vital when it comes to converting leads into paying clients. Being able to quickly reference important data during a sales call is essential to success.  While the Snapshot Report provides a detailed view of your prospect's digital performance, sometimes you just need to see their grades at a glance. This is why we've introduced the Snapshot Report Scorecard, a brief overview of a client's grades and when they were last refreshed, accessible directly within the Manage Accounts page.  What is the Snapshot Report Scorecard? The Snapshot Report Scorecard is a side panel that can be seen within the Manage Accounts page of either Partner Center or Sales & Success Center. The Scorecard includes: The overall score of the accounts Snapshot Report. A breakdown of each section along with their associated grade. The date the Snapshot Report was created, to give you an idea of how old the data is. The ability to refresh the Snapshot Report to ensure you have the latest data. The option of viewing the full report. Watch the video here Note: The refresh option will only appear if the report is more than 7 days old. This is due to the Snapshot Report continuously pulling data for 7 days after its creation.   How to access the Scorecard in Partner Center? Log in to Partner Center. Go to Accounts > Manage Accounts. Search for the account. Under Services click the Snapshot Report icon . The Scorecard will immediately expand from the right-hand side. Note: If you see the Snapshot Report icon with a , this means you'll need to create one first before viewing the Scorecard. Be aware that if you're creating a Snapshot Report, it takes 24 hours for the data to fully populate.  To refresh the Snapshot Report from the scorecard, scroll to the bottom and click Refresh underneath the report's creation date. Visit this support article to learn more about refreshing a Snapshot Report.  How to access the Scorecard in Sales & Success Center? Log in to Sales & Success Center. Go to Accounts > Manage. Search for the account. On the bar at the bottom of the account, click the Snapshot Report Icon . The Scorecard will immediately expand from the right-hand side. Note: If you see the Snapshot Report icon with a , this means you'll need to create one first before viewing the Scorecard. Be aware that if you're creating a Snapshot Report, it takes 24 hours for the data to fully populate.  To refresh the Snapshot Report from the scorecard, scroll to the bottom and click Refresh underneath the report's creation date.  Visit this support article to learn more about refreshing a Snapshot Report.  Watch the video here

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.

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

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

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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.

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.

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.

The Snapshot Report incorporates both a header and footer that you can customize via the Partner Center Customization options. Go to Partner Center > Administration > Customize Once in the customization menu, go to Sales > Snapshot Banner To begin customizing the header, open up the 'source code' option (<>) Insert your custom HTML into the 'source code' and click Ok Click Save & Continue Note: Remember to use the 'Preview' feature available before saving your changes, to use in-line or scoped CSS when adding your custom source code and that any images must be externally hosted. Sample HTML Text Note: To change the background colour, find this piece of code div class="call-to-action" style="background: #3FAAE0;. Replace #3FAAE0 with the hex code for the colour you'd prefer as the background. 

As a visual representation of online performance, Snapshot Reports can be an effective way to engage with your clients. As they actively take in the details of the report, it's a great opportunity to encourage them to take specific actions, such as contacting their assigned salesperson or to schedule a meeting. In addition, we've given you the ability to direct your clients straight to the packages and services you offer. This is a great way to draw their attention to your solutions without having to go through a salesperson, and is ideal if you offer any free versions as they'll be able to use them almost immediately.  Adding packages from Partner Center To enable package call-to-actions within the Snapshot Report from Partner Center, go to Administration > Customize > Sales > Edit Default Snapshot Template. Locate the specific section you'd like to enable a package for. Scroll down to the bottom of that section until you see Edit Message. Below the call-to-action button, click Edit primary button. Here you can change the button text and where it directs your clients. Select Package, and with the drop down menu choose the specific  package you'd like your client's to click through to. Note: You can only add packages and services that have been added to your store from the marketplace.  Click Save, and from now on when a Snapshot Report is run in either Partner Center or Sales & Success Center, that button will take the client to the selected package or service.  Adding packages from Sales & Success Center We've also given salespeople the ability to add packages, so if they want to tailor a particular prospect's Snapshot Report to their specific needs, they can.  Note: While you can change an entire Snapshot template from Partner Center, salespeople can only change one report at a time.  For a salesperson to customize a client's Snapshot report, they'll need to log in to their Sales & Success Center account.  Once logged in, they'll need to locate the account in question and open up their Snapshot Report. This can be done either from the manage accounts page or within the account itself.  Once they've accessed the specific Snapshot Report, the process is identical to the steps taken in Partner Center.  Locate the specific section you want to add the package to and find Edit Message at the bottom. Below the call-to-action button, click Edit primary button. Select Packages, and choose the package you'd like the button to direct the client to. Click Save. Note: Similar to adding packages in Partner Center, salespeople can only add packages and services that you've currently made available in your store.  And with that, once a client clicks that button within the Snapshot Report, they'll be taken directly to the service or package you've selected, allowing them quicker access to your solutions. 

To update the Social Profiles that the Snapshot Report has pulled in: From Sales & Success Center: Log in to Sales & Success Center  Search for the name of the account and click the business name. Scroll down on the page and click the Edit icon on the General Info card. Next, click the Social tab at the top and under Business Pages add or update the social URLs in their respective fields. Click Save. This can also be done through Partner Center by navigating to Accounts > Manage Accounts > Select Account > Edit > Social. 

The Snapshot Report allows your Salespeople to see how their prospects are doing on Instagram! Instagram for business isn’t just a “nice-to-have.” Instagram helps businesses generate brand awareness, attract new customers, boost customer satisfaction, and much more. With an Instagram needs assessment built right into the Snapshot Report, your salespeople can uncover previously undiscovered needs and then prescribe social solutions like Social Marketing or Concierge. How does it the Instagram assessment work? When your salespeople create a Snapshot Report, the platform automatically assesses the prospect’s profile on Instagram. Under the Social section of the report, your salespeople will then see how the prospect compares to the industry in terms of the number of followers and posts. If the platform couldn’t find a profile, that means either the prospect doesn’t have one or the one they have needs improvement. Either way, they’ll need your help to get found! The prospect’s Instagram performance is factored into their Social grade, much like Facebook and X.

The speed that your website loads are absolutely crucial. There are a variety of factors that affect this performance. Using PageSpeed Insights and Google's Core Web Vitals, we assess whether your website meets Google’s expectations for page speed. We then display three recommendations: Should Fix: Rules that failed PageSpeed Insights’ tests. You should fix these immediately. Consider Fixing: Rules that passed PageSpeed Insights’ tests, but could use improvement. You might consider fixing these issues, but they’re not necessarily critical. Passed Rules: Rules that passed PageSpeed Insights’ tests. What metrics does Snapshot Report assess? The Snapshot Report assesses 10-speed metrics in total: Eliminate render-blocking JavaScript and CSS in above-the-fold content: When a page includes render-blocking external stylesheets, which delays the time to first render. Leverage browser caching: When the response from your server does not include caching headers or if the resources are specified to be cached for only a short time. Optimize images: When the images on the page can be optimized to reduce their file size without significantly impacting their visual quality. Minify HTML: When the size of one of your resources could be reduced through minification. Enable compression: When compressible resources were served without gzip compression. Minify CSS: When the size of CSS could be reduced through minification. Minify JavaScript: When the size of JavaScript could be reduced through minification. Reduce server response time: When your server response time is above 200 ms. Avoid landing page redirects: When you have more than one redirect from the given URL to the final landing page. Prioritize visible content: When additional network round trips are required to render the above-the-fold content of the page. How do I access the full report? Within the website section, just below the Core Web Vital metrics, you'll find separate reports for both mobile and desktop. These reports are a breakdown of all the rules that either pass or require fixing.  To expand the report, click the arrow located on the far right of each bar. This will allow you to see each rule that the website passes or fails. You can also dive deeper into each rule by clicking the + located next to each rule.  This allows you to provide your clients with a full report showing exactly what they can improve with their website.  NOTE: If you've customized Snapshot Report to show only desktop or mobile metrics, you'll only be able to access that specific report. Does this section include any additional metrics? The report also assesses seven design metrics: Address on homepage Phone # on the homepage Homepage Size Video on homepage Facebook on homepage X on homepage Instagram on homepage To learn more about PageSpeed Insights, check out Google’s FAQ. To learn more about Google's Core Web Vitals, check out their details page.   

With the Organic Keyword Ranking section in the Snapshot Report, your salespeople can uncover the top organic keywords that their prospects are currently ranking for. To get more customers, your prospects need to show up at the top of local search results, and SEO helps your prospects do exactly that. When their website is optimized for search engines, they’ll be more likely to attract new customers. The Organic Keyword Ranking section gives your salespeople the power to: Highlight the best SEO opportunities for their prospects Position themselves as trusted SEO experts Ultimately sell more SEO solutions How does organic keyword ranking work? When your salespeople create a Snapshot Report, the platform will automatically scan the prospect’s website for the top keywords in our database. Under the "SEO" category of the report, your salespeople will then see the top five keywords that the prospect is ranking for. Each keyword will be highlighted: Competitiveness: How difficult it is to appear in the top Google search results. Rank: The position of your prospect’s website in Google Search. Local Searches: The estimated number of searches per month in the prospect's country. Global Searches: The estimated number of searches per month across Google. Organic keyword ranking is available to all partners in the U.S. and Canada.

The Social section of the Snapshot report displays information about your business's Facebook, X, and Instagram pages.

You can edit the banners in the Snapshot Report in Partner Center > Administration > Customize > Sales > Snapshot Banner.