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. 

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. 

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.

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. 

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.

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.

We recommend that you wait for a minimum of 24 hours 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 24 hours 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. 

The organic SEO Keywords found in the Snapshot Report are pulled from the metadata of the business's website. The Snapshot Report will display five organic search terms that the business is currently ranking for on Google (within the past month).  

In Partner Center > Navigate to the Administration tab > click on Customize. Go to Sales > click on 'Edit Default Snapshot Template'. Click on 'View Report'. If you'd like to download a sample copy, click on the printer icon > save as pdf.* This feature might be limited to paid subscription tiers

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. 

Opportunities in Business App allow you to manage potential revenue and track your sales progress, helping you connect opportunities to various CRM records, such as contacts and companies. This streamlined approach keeps your sales pipeline organized and provides a clear overview of your business's potential growth. Where to Find Opportunities To access your Opportunities, go to CRM > Opportunities in Business App. From here, you'll land on the Pipeline View, where opportunities are organized by stage, providing a quick snapshot of your current sales pipeline. Pipeline View Features The Pipeline View offers several ways to manage and visualize your opportunities: Set Up Your Pipeline: If you haven’t created a pipeline yet, click Set up a pipeline to start.  Drag & Drop: Move opportunities between stages to track their progression seamlessly. Search & Filter: Find specific opportunities quickly using search and filter options. List View If you prefer a different layout, switch to List View by clicking on the "List" icon. In this view, you can: Customize Visible Data: Choose which data fields appear in the Table View by configuring columns. Sort, Search & Filter: Sort opportunities by expected close date or apply filters. Bulk Actions: Perform bulk updates for multiple opportunities at once. Opportunity Profile Page Clicking on an opportunity opens its Profile Page, where you can see details such as the opportunity timeline and associated contacts and companies. Activities logged against an opportunity are automatically linked to the associated contacts and companies, keeping your CRM records synchronized. Creating an Opportunity Manually Create an Opportunity Go to CRM > Opportunities. Click Create Opportunity in the top-right corner. Fill in the details and click Create. Automate Opportunity Creation Automatically create opportunities when specific conditions are met using automation. For example, you can set up automation to create a new opportunity whenever a lead is captured. Editing an Opportunity Opportunities can be edited from both the Profile Page and the Table View. From the Profile Page: Go to CRM > Opportunities and select the opportunity. In the left panel, click on the field you want to edit. Make your changes, then click outside the field to save. From the Table View: Go to CRM > Opportunities and switch to Table View. Click the action menu beside the opportunity. Select Edit Opportunity, make your updates, and click Save. Closing an Opportunity There are several ways to close an opportunity: Pipeline View: Drag the opportunity to the Closed Won or Closed Lost column. Profile Page: Select an opportunity, then click Closed Won or Closed Lost at the top. Stage Update: Open the opportunity profile, click on the Stage dropdown, and select Closed Won or Closed Lost.  Q&A Q: What currency is used for opportunity amounts? A: Opportunity amounts follow the currency set in your Business App. Q: How can I create a pipeline for my opportunities? A: Go to CRM > Opportunities and, if needed, click Set up a pipeline to begin. Q: Can I automate the creation of opportunities? A: Yes, automations can create opportunities based on set conditions, such as capturing a new lead. Q: How do I close an opportunity? A: Use the Pipeline View, Profile Page, or Stage dropdown to mark an opportunity as Closed Won or Closed Lost. Q: Can I link an opportunity to multiple contacts or companies? A: Opportunities can be linked to several contacts and companies. Logged activities on the opportunity are automatically associated with these linked records.

The Executive Report assembles metrics from products throughout the Vendasta platform, making it your client’s single source of truth for the state of their online presence, including: More products and more key performance indicators from across the marketing stack, including Reviews, Listings, Social, Website, SEO, and Advertising. Most apps that are active on the account push data to the report. Short-term changes and long-term trends. Compare metrics week-over-week or month-over-month, and use long-term trends to contextualize changes over time, e.g. “You may have received fewer website visits from Google Maps this week, but since you’ve started working with us 6 months ago, your website traffic has more than tripled.” An automated email with relevant highlights is delivered to your clients at the beginning of every week, month, or both. No sign-in is required to view the report, and it’s mobile-responsive, so your clients can view the report from any device. Immediate value on day one After running a Snapshot Report or authenticating Google Business Profile, useful personalized data will appear in the report in Business App within 5 minutes. White-labeled with your logo and branding in both email and Business App. By default, the Business App Executive Report email will be sent to users under these conditions: Users on accounts with active products that push data to the report, and Users on accounts that have authenticated Google Business Profile or Advertising Intelligence metrics. Products that push information to the Executive Report include: Reputation Management Local SEO Google Business Profile (via Local SEO)     Website Pro     Advertising Intelligence Google Ads (via Advertising Intelligence) Facebook Ads (via Advertising Intelligence) Social Marketing  Marketgoo Metricool SEO Network Instant Website with Facebook Sync PinnacleCart Google Ads for Small Businesses SiteGlue AI Starter SiteGlue AI Pro Alpha SEO - Full-Service SEO QuickBooks It is also possible to control email settings at the user level.  

Email Builder allows you to design engaging emails that look great on any device. The Email Builder inside the Partner Center gives you the ease and speed to build eye-catching personalized and customized emails on the go that will drive user engagement. The world-class sales intelligence Vendasta offers with tools like the Snapshot Report are perfect for utilizing in email campaigns, but it's hard to know how these emails will be seen when upwards of 80% of emails are opened on a mobile device. With the email builder you can quickly create an effective email campaign utilizing all the data points available in Vendasta while optimizing it for a variety of devices with instant visual feedback.  Why is Email Builder important? The world-class sales intelligence Vendasta offers with tools like the Snapshot Report are perfect for utilizing in email campaigns, but it's hard to know how these emails will be seen when upwards of 80% of emails are opened on a mobile device. With the email builder you can quickly create an effective email campaign utilizing all the data points available in Vendasta while optimizing it for a variety of devices with instant visual feedback.  How does it work? Accessing the email builder When creating an email campaign, click "Create new email" to be taken into the email builder. Customize Logo Use this feature to hide or customize the logo for each email you design in the campaign. The logo can be hidden or changed for each different email inside the drip campaigns. This will allow for more personalized content to go out. The logo customization block will also allow adding any URLs to which the users can be directed upon clicking on the logo. Using content blocks All email content is placed in content "blocks." Email Builder gives you multiple blocks that you can just click and add. The blocks determine what kind of content can be entered as well as the styling and editing options that are available to you. Click "+Add new block" to start building your email.  After creating a content block, the blocks can be dragged and dropped to re-order the content.   Click "Preview" in the top right-hand corner to check out your email!    Render Email In Different Devices Not only can you see the changes and every cool thing that you add to personalize your email in real-time, but you can now see in real-time how your email will appear on different devices with the click of a button. Many Other Exciting Features! Rendering Images or texts side by side: Email Builder powers the capability to render the block of images and texts side by side just with a simple click and selection to build engaging email content. Changing background and text color: You get many options to change the color for the text, title, subtitle, links, footer text, content background, and page background.  Customizable button: Choose the colors, link to a URL, customize button text, and put a dynamic component in a button, and all of this with a simple selection. Tables: You can also add simple tables to arrange any data in the email for making the email more intuitive.  Contact Card: Personalize your email with a personal reference with a personalized image and more details and optional fields to add. Current Limitations of Email Builder Emails built in the legacy Email Builder can not be edited in the new Email Builder and vice-versa Emails that have been started in the legacy builder can not be switched in the middle to continue building in the new Email Builder and vice versa.  

Vendasta's Platform has four levels of access, each with its own login. Administrators Administrators, or admins, are top-level users designed to manage all aspects of their Vendasta experience. They are given access to the powerful Partner Center dashboard, enabling them to efficiently manage their clients. They have the ultimate control when it comes to tailoring how salespeople and users access the platform, as well as what features are available to them. With full permissions, an admin can perform the following: Can view and edit automations Access to dashboard Can manage company billing Able to customize platform Can view and edit company profile Can access marketplace Can enable products Can manage accounts and users Can manage marketing Can manage sales Can manage task manager Can manage groups Can create and manage admins Can manage orders Can manage retail billing You can customize each admin to have access to specific features by altering their permissions. You can also configure separate sets of permissions to manage Contact, Company and Activities in CRM under the “CRM access” section. * Please note that certain features may be limited to partners on select subscription levels. Salespeople Salespeople have mid-level access to the platform. They are the primary representatives your clients will communicate with. This allows your salespeople to accomplish the following: Manage contacts, companies, and activities* Create and manage opportunities Create, refresh, and configure Snapshot Reports Launch email campaigns Create and manage tasks Log calls, emails, meetings, and other sales activity Create and submit orders for admin or customer approval Add account notes Schedule Meetings   The URL for the Partner Center can be customized. Find out more here. *Can be configured individually under the “CRM access” sections. Users Users have low-level access. They are given access to Business App, allowing them to do the following: View their business' recent activity View their Executive Report Access and order products Browse the store and make Purchases Configure their customer List Schedule Meetings Edit their Business Profile Configure notification settings Add notification recipients The URL for Business App can be customized. To view the current URL users can use to access Business App, navigate to Partner Center > Businesses > Users. It will be displayed at the top of the page. Digital Agents Digital Agents have access to Task Manager, allowing them to do the following: View all fulfillment tasks and projects for their customers. Filter tasks to view only tasks and projects assigned to them. Create tasks and projects. Edit task and project statuses. Update fulfillment notes. Create recurring tasks and projects. Create project templates. Assign accounts, tasks, and projects to Digital Agents. To view the login URL for Task Manager, navigate to Partner Center > Tasks > Users.

Email campaigns can promote your products and generate hot leads for your salespeople. You can manage your campaigns from the Marketing tab in Partner Center. Add recommended campaigns or Create custom campaigns Preview and test your campaigns Publish your campaigns Add recommended campaigns Building email campaigns is a hassle, so we’ve done the legwork for you—we’ve built ready-made campaigns that are proven to generate hot leads. These automated campaigns allow your salespeople to connect with more prospects and determine where it’s best to spend their time. To add a recommended campaign: Go to Partner Center > Marketing > Campaigns.  Go to the Recommended Campaigns tab. Browse the selection of ready-made campaigns. You can preview each email within a campaign by clicking the name of the campaign. When you find a campaign you like: Click on the campaign name, then click Actions > Copy. Go to the Duplicate Campaign. Edit the campaign details as desired. The campaign must be in a Draft Status to allow editing.  When you are ready, click Publish. This adds the campaign to the Sales & Success Center, where your salespeople can send it to their prospects and customers. The campaign can also be added to an automation, or can be sent via bulk action after publishing.  Watch the video here.  You can edit your campaign before launching it. Learn more You have the flexibility to craft your own email campaigns with the New Email Builder. To create a custom campaign with the Old Email Builder: Go to Partner Center > Marketing > Campaigns.  Click Create Campaign in the upper right. Enter a descriptive name for the campaign that your salespeople will recognize. Click Create. Click Add existing email, Create new email, or Add Snapshot Report If you select Create new email, you will immediately enter the Email Builder. If you selected Add Snapshot Report, the campaign will automatically create or refresh a Snapshot Report for your prospect. If any of the emails in the campaign link to the Snapshot Report, this event ensures the information in the report is up-to-date. Continue adding events until you have finished creating the campaign. Adjust the "days before starting" or "days before previous event." We recommend the following email frequencies:Customer Acquisition: lower frequency (1 email/week)Product Adoption: higher frequency (3 emails/week)Product Upsell: lower frequency (1 email/week) Configure your campaign to bring in the right number of leads on the right days. Learn more Before publishing your campaign, preview and test your emails. Click the icon and select Preview > Send test email. Preview and test your campaigns Email clients—such as Gmail, Apple Mail, and Outlook—display emails differently. As such, we recommend that you preview and test your emails by sending them to your own email address or, better yet, a third-party testing tool. You need to make sure everything looks great and all your links are working.Note: In order for a Test Campaign to be sent successfully there needs to be an account linked to the User receiving the email. To test your emails from the campaign page: Click Preview under the first email. Click Send Yourself a Test Email. Enter the test email address, then click Send Test. Scroll Next to the following emails, if applicable. Click Send Test for each email. Don’t like how your campaign looks?You can edit your campaign before launching it. Learn more Publish your campaigns Once everything looks good, publish the campaign to make it available to your salespeople in the Sales & Success Center. To publish the campaign from the campaign page: Click Publish.

Vendasta is a white-label platform—meaning you can brand it as your own, with no mention of Vendasta. White labeling allows you to present a unified front with the solutions you already offer to both your customers and salespeople. To customize your branding, go to Partner Center > Administration > Partner branding.  Watch the video here.  Please note: White-labelling aspects of the platform may be limited by subscription.  By default, any options set under Partner Branding apply to your markets as well. If you’ve customized a market separately (under the Markets tab), any changes made under Partner Branding do not apply to those markets. To customize by Market, click the 'All Market' tab and select the market you want to customize. You can customize the following features under the Partner Branding tab: Company Name Logo Favicon Shortcut icon Primary Color Theme Company Name The company name to display to your customers on the platform, emails, etc. This is a required field. Logo Your logo appears in various places throughout the platform whenever white labeling is used. Your logo also appears in emails sent through the platform. To upload your logo: Click on the Logo section to expand the options. Click Select File. Select a file from your computer. The recommended file size is 360px (width) by 58px (height). Only GIF, JPG, and PNG files are accepted. Click Open. Favicon A favicon is a small graphic that appears in the browser tab for Sales & Success Center and Business App. To upload your favicon: Click on the Favicon section to expand the options. Click Select File. Select a file from your computer. The recommended file size is 16px (width) by 16px (height). Only ICO files are accepted. Click Open. Shortcut icon A shortcut icon is an icon that appears on mobile phones and devices when saved to the user’s home screen. To upload your shortcut icon: Click on the Shortcut Icon section to expand the options. Click Select File. Select a file from your computer. The recommended file size is 144px (width) by 144px (height). Only GIF, JPG, and PNG files are accepted. Click Open. Primary Color The platform displays your brand color in various places throughout the platform to represent your brand. This color also appears in emails sent through the platform. To select your brand color: On the Primary color section; click the colored rectangle. A color selector tool will open. Select your brand color. You can: Select your brand color in the color selection area; Enter the RGB combination of the color; or Enter the hex value of the color, excluding the #. Example: If the HTML code is #1d47c4, enter 1d47c4. Theme Select your preferred theme (light or dark) from the Theme box. Click Save. Additional resources For additional customization options, check out these articles: Customize your domains Customize Snapshot Reports Customize your prospects' experience Customize your email settings Watch the video here.

The Multi-Location Executive Report is a powerful roll-up of metrics across any number of business locations. With a custom date selector and filtering, it’s easy to slice the data to see trends in marketing performance across a Multi-Location Group. Available in Multi-Location Business App and fully white-labeled, this report allows for powerful needs analysis and proof-of-performance reporting. Use it to prospect Multi-Location Executive Report shows the marketing data that’s been collected for all your business accounts. This means that you can run Snapshot Reports for a group of locations, and then view that data inside Multi-Location Business App to help users see opportunities for improvement.  Use it for proof-of-performance reporting Trend lines and delta-change numbers are a key feature of Executive Reporting, allowing you to show short or large-scale change across many accounts, and prove the impact your work has been having. Key Features Fast data – Slice-and-dice large data sets quickly. Short-term changes and long-term trends – Compare metrics period-over-period with a custom date selection. White-labeled – The report is your own, complete with your logo and branding. Filtering – Filter by geography, business category, region, groups of locations, or listing/review sources. What data is currently available? Currently, the report includes the following: Google Business Profile Advertising Intelligence Google Analytics Reputation Top Review Sources Recent Reviews Review Rating Review Volume Average Time to Response Listings data Social media (powered by Social Marketing) Afterward, we'll expand it to include more Marketplace products and third-party metric sources.

The Multi-Location Business App is available to Vendasta Partners on certain subscription tiers.  Insights on all your businesses, in one place. Multi-Location Business App is a roll-up of Reputation, Listing, Google Business Profile, Social, and Advertising analytics to allow Brand Managers to monitor and improve their franchise’s online SEO. Multi-Location supports the ability to oversee thousands of franchise locations, giving your team the ability to quickly organize important digital marketing metrics so you can easily see how all your locations are doing compared to each individual location. See the big picture with insights: Custom date picker, to compare current performance to the previous period. Visualize data in trendlines, sortable tables, and interactive maps. Filter by geographic region. Find the outliers: Each business is given a comparative grading, against other businesses in the brand. Colors indicate the best and worst performers, allowing you to identify outliers. Use table sorting and filters to find successes and issues. Quickly access common workflows: Respond to and manage reviews for all locations. Manage and correct listings for all locations. Drill down into single locations to access products, view account details, and examine the single-location executive report. Create and publish Facebook posts for multiple locations in one go. Currently supported metrics: Reviews (requires ‘Reputation Management’ for each location) Listings (requires ‘Reputation Management’ or ‘Listing Sync Pro’ for each location) Google Business Profile (requires free authentication for each location) Social Posting (requires 'Social Marketing' for each location) Advertising (required 'Advertising Intelligence' for each location) Note: For accounts that don’t have Reputation Management or Listing Sync Pro enabled, Reputation and Listing Data can also temporarily be pulled in for 7 days by running a Snapshot Report for each location. How to set up Multi-Location Business App To begin, you first need to create a Multi-location Group - there are 2 ways to do this.       A) In the Partner Center > Navigate to the Businesses tab > Multi-location Groups; click on the Create Group button Enter the Group Name, Market(if applicable), and Location > Click on Create Group Click on Add accounts > Click on the + sign next to each of the accounts you intend to add to the new Group (there's an option to also create Sub-groups) Note: If you want to create sub-groups, you will need to create at least one sub-group before adding accounts to the Multi-Location Group. If no sub-group has been created, then the option for creating sub-groups is not available after adding accounts.      B) Start by creating a list of all the businesses you’d like included in this Group: In Partner Center > Businesses > Accounts, use the search or the filters to narrow the results down to the businesses you want to add to the list. Then select the button labeled Add x to List at the top right, and create a new list. You can also add businesses one at a time, by selecting ⋮ next to the Account and then, “Add to List”. Next, when your list is ready, create a Group from the list: In Partner Center > Businesses > Lists, select the ⋮ on the list you’ve created, and then choose “Create Multi-location Group” Decide on a name (This name will appear in Business App to all users) and choose to organize by geographic region, unless you’ve set up specific tags for each location and would like to have sub-groupings based on tags. Give users access to view Groups in Multi-location Business App In Partner Center > Businesses > Users, find (or create) the user you’d like to grant access to. Select the ⋮ on that user, and choose “Edit Permissions” At the top of the Permissions page, select the second tab called “Groups” Select the “Add Group” button on the right. Select ➕ on all groups this user should have access to, so they become ✅ TIP: Create yourself as a user, and give yourself access to all Groups you’ve created, to make it easy to log in and review them in the future. Note: Associating a user with a group will grant them access to all products enabled for a business in that group. View Multi-Location Business App at any time by impersonating a user that has been granted access to a Group.  To impersonate, find a user in Partner Center > Businesses > Users, select the ⋮ and choose “impersonate”  (You can also tap ‘/’ on your keyboard while in Partner Center to quick search for a user to impersonate) Your clients can view it by logging into Business App, once they’ve been granted permission. Once logged into the Business App, in the top left, choose “Switch Locations” to navigate from the single-location Business App to the Multi-location Business App. Select the Group. You’ve made it! 

Customer account management is one of the core pieces of managing your system. You can create individual accounts or import multiple accounts from a CSV file. Individual accounts Multiple accounts Create Individual Accounts To add an individual customer account to the Platform: Go to Partner Center > Accounts > Manage Accounts.  Click Create Account in the upper right corner of the screen. Search for the business you want to add. In the Specific search bar, enter the name and location of a specific business. For example, to create an account for Starbucks on Broadway, you could search for: Starbucks, Broadway, New York, NY, USA.  If you do not see the business you're looking for, click Go to Account Creation. Note: When using the Specific search bar, you'll also see an automatically-generated list of competitors for that business. This allows you to select up to three and have them automatically added to the Snapshot Report. To learn more visit our support article about competitor stats. Search for the business you'd like to add. Fill in the form that appears. As the information here comprises the "Business Profile" used for many different products and services, it is important to fill this out as thoroughly as possible. The following fields are required: Market (if applicable). Business Name. Categories. If you are unable to locate a suitable business category, select Other. Please be aware that certain product features may be unavailable. Country/Region. Street Address. If the account does not have a physical address, select Service Area Business below the ZIP/Postal Code field. City. State/Province. ZIP/Postal Code. Business Phone Number. Click Create Account.   Create Account What is the purpose of the Customer Identifier field in the account creation process? To clarify, the "Customer Identifier" is an optional field when creating an account and serves as a reference or serial number for the account. Although it is not required, you may choose to include one and it can also be used for searching the account in Partner Center. Create Multiple Accounts This feature may only be available on certain subscriptions.  To add multiple customer accounts to the Platform:  Go to Partner Center > Accounts > Manage Accounts. Click on the Menu icon  in the upper right corner of the screen. Click Import Accounts (CSV Upload). If you have a CSV file containing your customer data, click Select file... to upload the file, then continue to Step 4. If you don't have a CSV file, follow the steps below: Click Download CSV Template. Open the template in your program of choice. You can use Google Sheets if you don't have a separate program. Fill out the template with your customer information. Make sure to delete the second row with sample data (this row begins with [Sample-->]). Note: CompanyName and Zip are required fields. We recommend limiting the number of rows per upload to 500. Save the file. In Partner Center, click Select file... to upload the file. Map the columns in your file to the corresponding fields in Partner Center. The Header Row column represents the columns in your CSV file.The First Row column displays the first row of data for each column.The Map To column links the data in your CSV file to a corresponding field in Partner Center. For each Header Row, use the dropdown menu under the Map To column to indicate where the data should be stored in Partner Center. For example, a "Street Name" column in a CSV file would correspond to the Address field in Partner Center. You can also select Do not import if the data in a column does not apply to Partner Center. Click Next. Set User Permissions and Notifications. Select the options you would like to enable for new users in your CSV file. If you unselect each of these options, the users can still receive marketing campaign emails. Click Next. Choose a Market and List. If you have an Enterprise subscription, select the Market associated with these accounts. Select one of the following: Select an Existing List—Adds all accounts in the CSV to an existing account list. If you have a pre-existing list you want to add these accounts to, select this option. For example, you provide business to doctors', lawyers', and dentists' offices. Your CSV file contains a list of new law offices that you want to add to an account list titled "Law Offices." Create a New List—Creates a new account list. This is useful if you don't want to group the accounts you are importing with existing accounts in the system. Select the existing list you want to add the accounts to, or enter a new list name. Click Next. Confirm that the details are accurate, then click Finish. If you select Attempt to fill in empty cells, we will attempt to infer missing information using Google data. Importing these accounts will take several minutes, depending on the number of accounts you are importing. You will be taken to a screen that shows you the progress of the import. You are free to leave this page as the upload will continue in the background. Once the import is complete, the accounts will appear in Partner Center > Accounts > Manage Accounts, and Partner Center > Accounts > Lists.   Import Accounts