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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

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: 

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 

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.      

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       

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. 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. 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.   

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 Via Manage Accounts 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.  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. Via Companies The Snapshot report can also be refreshed via the Companies section of Partner Center. Navigate to CRM > Companies > Select the desired company. If there is an expired Snapshot Report, it will be shown under the Reports section on the right-hand side of the Company page. Click the 3 dots next to the report, and select Refresh.  Refreshing multiple Snapshot Reports. You can create and refresh multiple Snapshot Reports using Lists in Partner Center. Learn more.  

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

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

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

The most likely reason for this is that the account had a Snapshot Report created on it, which activates the trial version of Reputation Management for 7 days. Please bear in mind that this is free and no charges are incurred while the trial is on. The Snapshot report is dependent on Reputation Management to populate some of the data required for the report.

Core Web Vitals are a set of real-world, user-centred metrics that can help to quantify key factors of a user's experience. They focus on three areas: speed, responsiveness, and visual stability. Google combines these factors in determining search ranking as they help provide a holistic picture of page experience.   The Core Web Vitals data is collected and updated every 28 days. This means that the scores reported on the Snapshot report are what Google measured in the previous 28 days. So if recent changes have been made to improve these scores, they will not be reflected immediately.    

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

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

The Advertising section of the Snapshot report can be a powerful tool to help sell your clients SEO services but it can also lead to many questions from your prospects. Below are some answers to common questions about this section. What keywords does the Advertising section use?The Advertising section of the Snapshot Report currently identifies the top 5 keywords for your prospect's business based on content gathered from their website and business information. Why don't these keywords match the ones my prospect is currently running?If these keywords don't match your prospects, it could mean that their current keywords are not ones that are considered in the top 5 for their business based on their location, business information, and the content of their website. How does the Advertising section analyze these keywords? The Advertising section analyzes the search results for the first 10 results per page, which means we analyze the top 8 ad results. We then compare with the top keywords of your prospect to determine the data that's displayed in this section. Why aren't my prospect's keywords in the top 8 results?Your prospect's keywords may not be in these top 8 ad results for a number of reasons. If your prospect is using unique keywords, these likely won't fall under those top ad results. Keywords that are considered unique and may not be in those ad results could be your prospect's company name, the names of their unique products, common misspellings of their brand or product, or unique long tail keywords.  What should I tell my prospect if they're running ad campaigns but the Advertising section isn't showing any data? This is likely due to the fact that they're still not showing up within the top 8 ad results. This could be happening if your prospect is using unique keywords or their keywords just don't fall within these top 5 keywords our system identified. If this is the case, this could be a great opportunity to let them know they may want to consider changing their keywords on active campaigns or start a new campaign for those top 5 keywords that the report identified.  What if their ad campaign is showing engagement but the Advertising section is showing an F? The Advertising section only gathers keyword analytics data at the national level which is most likely the cause of this. If Snapshot Report is showing an F but your prospect is seeing engagement from their ad campaign, they're probably ranking at the local level. Because our system is limited to the top 100 results for around 500 million global keywords, we are unable to display keyword data from the local level. 

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When you start an email campaign which contains the "Snapshot Creation" step for a contact, if the associated company does not have an associated account, the campaign will be stopped for that contact.     This is due to automations and email campaigns checking if an account exists, and if one does not, it does not create one to start the Snapshot Report.