Showing results for "snapshot"

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Can I limit Snapshot report creation per 'Market'?

Unfortunately, there is no direct way of limiting snapshots report creation per Market. However, you can limit snapshots creation per salesperson(s) within a specific market. Here is how; Step 1: In 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. 
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Local Marketing Stack (North American Voice-over)

This versatile set of marketing videos will help you sell more products across the local marketing stack—listings, reputation, social, website, advertising, and SEO. North American partners will see these videos displayed throughout the Snapshot Report. You also have the flexibility to embed the new videos throughout your website (instructions provided below). We have several regionally appropriate versions of the same video available for use. You can check them out here: Australian British French Canadian South African   Listings   Reputation   Social   Website   Advertising   SEO   How to embed these videos To embed these videos on your website: Start the video. Hover your cursor over the video to show the play bar. Click the Share button in the bottom right corner. Select Embed. This will automatically save the embed code to your clipboard. Paste the code into the HTML of your website. When we update the video to highlight the latest features, it will automatically update on your website as well! If you would like to hide the Embed button once you've embedded it on your website, please enter:?plugin%5Bshare%5D%5Bon%5D=false at the end of the URL.  
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Focused Selling with the Snapshot Report

The automated Snapshot Report arms your sales reps with powerful insights into a prospect’s marketing performance. With nearly a dozen recent improvements, the report has become more powerful than ever. Discover the best practices for selling with the Snapshot Report, and learn how you can invigorate your sales pitch with the report's latest improvements.  
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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 centered 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!
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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.
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Snapshot Report: Quick View Scorecard

Sales intelligence is vital when it comes to converting leads into paying clients and having that information at your fingertips is critical. Being able to quickly reference important data during a sales call is essential to being successful in sales.  While the Snapshot Report provides a detailed view of your prospect's digital performance, sometimes you just need to quickly see their overall grades or how recent the data is. This is why we've introduced the Snapshot Report Scorecard, a brief overview of a client's grades 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 Businesses > 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
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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 it 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
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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    
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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 Partner Center Admins Partner Center Admins can refresh the Snapshot report on the Businesses > Accounts tab by 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.  Sales Managers with access to Partner Center Your sales managers will also have the ability to refresh Snapshot Reports from Partner Center > Sales > Prospects. 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. 
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Local Marketing Stack (British Voice-over)

This versatile set of marketing videos will help you sell more products across the local marketing stack—listings, reputation, social, website, advertising, and SEO. British partners will see these videos displayed throughout the Snapshot Report. You also have the flexibility to embed the new videos throughout your website (instructions provided below). We have several regionally appropriate versions of the same video available for use. You can check them out here: Australian French Canadian North American South African   Listings   Reputation   Social   Website   Advertising   SEO   How to embed these videos To embed these videos on your website: Start the video. Hover your cursor over the video to show the play bar. Click the Share button in the bottom right corner. Select Embed. This will automatically save the embed code to your clipboard. Paste the code into the HTML of your website. When we update the video to highlight the latest features, it will automatically update on your website as well! If you would like to hide the Embed button once you've embedded it on your website, please enter:?plugin%5Bshare%5D%5Bon%5D=false at the end of the URL.  
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Local Marketing Stack (French Canadian Voice-over)

This versatile set of marketing videos will help you sell more products across the local marketing stack—listings, reputation, social, website, advertising, and SEO. French Canadian partners will see these videos displayed throughout the Snapshot Report. You also have the flexibility to embed the new videos throughout your website (instructions provided below). We have several regionally appropriate versions of the same video available for use. You can check them out here: Australian British North American South African   Listings   Reputation   Social   Website   Advertising   SEO   How to embed these videos To embed these videos on your website: Start the video. Hover your cursor over the video to show the play bar. Click the Share button in the bottom right corner. Select Embed. This will automatically save the embed code to your clipboard. Paste the code into the HTML of your website. When we update the video to highlight the latest features, it will automatically update on your website as well! If you would like to hide the Embed button once you've embedded it on your website, please enter:?plugin%5Bshare%5D%5Bon%5D=false at the end of the URL.  
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Snapshot Report Consultation & Solution Selling

Special Guest: The Janice Christopher Agency
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Saving a 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 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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Snapshot Report - Organic keyword ranking

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 it 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.
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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 > Businesses > 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 > Businesses > 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 > Businesses > 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 > Businesses > 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 > Businesses > 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 > Businesses > 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.
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Snapshot Report Grade Calculations

The Snapshot Report is a powerful tool that allows you to get to the heart of your client's online presence and reputation. To better speak to the report itself, it is useful to understand how our carefully tuned algorithm determines its grades. Overall Score The overall score is calculated by averaging the primary grades you've received in each section within the Snapshot Report. These grades are converted into numerical values: A = 4 B = 3 C = 2 D = 1 F = 0 The converted values are then summed and then divided by a perfect score (24). When a section is disabled, the overall score will adjust accordingly. Example In the above Snapshot Report, the score would be broken down as follows: Section  Grade Score Ecommerce D 1 Advertising F 0 Listings B 3 Social D 1 Reviews C 2 SEO D 1 Website D 1 Total N/A 9   Once we have the total score, 9 in the above case, we then divide it by the perfect score of 28 (4 x # of section grades, giving us the overall score for the Snapshot Report. 9/28 = 0.321 This is then rounded to the nearest whole number. In the example provided, this would be the 32% shown in the screenshot. Sections For each section in the Snapshot Report, we use the following percentile grading system: A = 90 - 100th percentile B = 75 - 89th percentile C = 50 - 74th percentile D = 30 - 49th percentile F = 0 - 29th percentile Listings The Listings grade is a reflection of your business’s online listings. Each listing source is assigned a score based on how popular the site is. For example, having an accurate listing on a popular site like Google will have a greater influence on your Listing Score. The Listings grade is determined by the percentile range your business falls into when compared to other businesses in the same industry. Example: This business was in the top 25% compared to other businesses in the same industry, so therefore it was graded at a B.  Reviews We first calculate the scores for each subsection contained under the Reviews heading. We then take those combined scores and divide them into the maximum possible score. Example: The above business's grades are broken down as follows: Reviews Found | Top 50% = C Reviews Found Per Month | Top 50% = C Average Review Score | Top 50% = C # of Review Sources | Top 50% = C If we convert these to point values, we have 2, 2, 2, and 2. Adding these together gives a total point value of 8. Since there are 4 sub-grades, we would divide this by 4 which gives us a score of 2, resulting in an overall grade of C. Social We first calculate the grades for each subsection under the Social heading. From there, we convert those scores to numerical values, then divide them by the total number of grades available. Example: The above account has Facebook, X, and Instagram enabled on their Snapshot Report. Their subsections (Likes, Average Posts / Month, etc.) are calculated using the same method as other sections. Facebook has ratings of C, C, C, and F. Converting these to numerical gives us 2, 2, 2, and 0 = 6/4 = 1.5 = D   X was not found, equalling a grade of F.   Instagram has two B ratings, giving us 3, and 3 = 6/2 = 3 = B.    If we take the letter grade for each social site, we get Facebook = D (1), X = F (0), Instagram = B (3)  Total = 4/# of grades 4/3 = 1.3 = D grade overall    Website We use Google's PageSpeed Insights to analyze websites for the Snapshot Report. The Website section is comprised of three separate subsections. The grades from each of these are added together, then divided by the total number of grades available. We will break down these sections below. Example: In the above report, the website has received the following grades: Mobile - F Desktop - F Homepage Content - B These convert to scores of 0, 0, and 3 respectively. Adding these together, we get a total of 3. If we divide this by 3 (the number of sections available), we receive a value of 1, which gives us a total grade of D. Note: PageSpeed scores can vary as they are estimates of the website's performance and not exact numbers. Many factors can influence the performance such as internet traffic, the types of ads being served, the type of device being used, and antivirus software.  Mobile Google's PageSpeed Insights scores both your speed and UX scores. We combine these scores, then compare the business to its industry percentiles to retrieve the Mobile grade. Desktop For the Desktop score, we take your Google PageSpeed Insights score (out of 100) and compare it to the industry percentiles. Homepage Content Each line within the Homepage Content subsection is given point values based on if the element is or is not detected. We add these scores together, then compare these to the industry percentiles. Ecommerce This section breaks down 4 important categories that are relevant when it comes to eCommerce: Online storefront - This checks to see if your prospect has the ability to sell their products/services through their website using a recognized commerce platform. Online payments - This checks to see if your prospect is able to accept transactions through their site using recognized payment software.  Lead engagement - This scan's the prospects' website to see if it is set up to properly engage customers with relevant content, encouraging them to either move down the sales funnel or purchase from them again.  Online scheduler - This crawls the prospect's website to see if they have included any scheduling software that makes it easy for customers to book an appointment with the business.  This grade is weighted to match the insights of sales professionals, giving you a score that helps you focus on the areas that matter most. These areas are weighted as follows: Online storefront = highOnline payments = mediumLead engagement = low Advertising & SEO The SEO and Advertising sections are backed by a deep catalog of keywords. Every month, we run millions of searches for these keywords, then take the top 50 organic results and the top 2 pages of ads and save those to our database. From there, we use those results to calculate the following: Advertising: Estimated cost per click = Estimated monthly ad budget / Estimated monthly paid clicks SEO: Estimated value per click = Estimated monthly value of clicks / Estimated monthly clicks It is important to stress that these are estimates and may not always accurately reflect the actual value of those clicks. For more information on the Advertising section, check out this article. Local SEO  The local SEO subsection score is based on where the business appears in the search results for each of the vicinities (9 each for near me and city).  1st = A 2nd or 3rd = B 4th - 20th = C 21st - 100th = D  Outside top 100 = F  The grade is then combined with the value per click grade to get the overall section grade.  Note: We are unable to perform localized searches. We search from a centralized location, so if the business you are targeting has ads set up for only their local area, you may not see results. For more information on the SEO section, check out this article.
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How long does a Snapshot Report take to be ready and when is Best to Present it?

We recommend that you wait for 24 hours minimum before viewing the Snapshot Report.  The reason behind this is that we scan the internet for a business's information, reporting how it stack up in various online directories.  To find the digital presence of a prospect, we crawl online listing sources for their business. We then match the information we find with what is entered into our platform (along with any potential variations) to identify which citations belong to that prospect.  This process can take up to 24hrs because we conduct all these searches at the same to ensure those listing sources don't identify us as malicious software and block our access. This primarily impacts the listing and review section. The report will continue to look for data from the many available sources for up to 7 days. The most accurate time to present would be at the 7-day mark. 
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How do I change the voice-over type in the snapshot report?

In Partner Center > Administration > Customize > Sales > click on 'Edit default snapshot template' > Click the dropdown next to Video Style:   Then select from the following options:
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Adding packages to your Snapshot Reports

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. 
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