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.  The prospect’s Instagram performance is factored into their Social grade, 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.

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:

The Snapshot Report will show the contact details for the salesperson. If only the extension (ext.) is showing up in the snapshot report, even though the phone number is entered in the salesperson's profile, then check if the country is selected as well. Before: After:

To update the Social Profiles that the Snapshot Report has pulled in: Navigate to Partner Center > Accounts > Manage Accounts. Search for the name of the account and click the business name. In the business details section click the Edit icon. Next, click the Social tab and under Business Pages add or update the social URLs in their respective fields. Click Save. This can also be done under CRM > Companies > Edit Company > Additional Information > Update URLs and click Save.  

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 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

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. 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 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 your customers. Your branding is used in all customer-facing aspects of the platform, including Business App, email campaigns and more. To customize your branding – including Name and Logos go to Partner Center > Administration > Partner branding. To customize the name of Business App, go to Partner Center > Accounts > Manage Business App > Customize Business App Please note: Some white-labelling aspects of the platform may be limited by subscription.  Customizable brand elements You can customize the following features under the Partner Branding tab: Company Name Theme Logo Favicon Shortcut icon Primary Color   Company Name The company name to display to your customers on the platform, emails, etc. This is a required field. Theme Select your preferred theme (light or dark) for your team to experience in Partner Center. This will apply to the navigation only. Business App Theme Choose a default theme for your customers to experience Business App in, light or dark. We recommend User System Default, which matches the users' system settings. Users can also override your default choice when using the app to suit their needs. 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. It's important to ensure your logo looks good in both light and dark mode, and you can upload unique logos for each. Favicon A favicon is a small graphic that appears in the browser tab for Business App, helpful for differentiating your business app from other tabs the user might have open. The recommended file size is 16px (width) by 16px (height). Only ICO files are accepted. Company avatar / Shortcut icon A shortcut icon is an icon that appears on mobile phones and devices when saved to the user’s home screen. It is also used to represent your company internally in Inbox chat. The recommended file size is 512 x 512 pixels. Only GIF, JPG, and PNG files are accepted. Primary Color The platform displays your brand color in various accent places throughout the platform to represent your brand. This color also appears in some emails sent to clients.   Custom branding for markets 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 may not apply to those markets. To customize by Market, click the 'All Market' tab and select the market you want to customize. Web Chat You have the ability to enable a backlink footer on all your client web chat widgets, that says “Chat powered by [Your Company Name]” with a link to your website, to add some SEO-juice and drive new leads. The link has an automatically appended UTM so you can track engagement via Google Analytics. To enable, go to Partner Center > Manage Accounts > Manage Business App > Customize Business App > Branding and then enable the checkbox titled: “Show 'Chat powered by [Your Company Name]' on all web chat widgets” Additional resources For additional customization options, check out these articles: Customize your domains Customize text, buttons and translations Customize Snapshot Reports Customize your prospects' Snapshot and Account access experience Customize your email settings

We have a great collection of example templates that can help you get started using automation within the platform. Here, you will find a list of example templates along with a description of what they do, how to use them, and some possible next steps.  This article can serve as a manual, providing extra context as you create your own automation in the platform. Know more about the Blank Template. Current Templates Objectives  Templates  Set up Accounts Segment active leads into a list Offer solutions to new accounts without websites Set up new accounts Create an account when a company is created Get customers to connect to the Business App Convert Leads Systematize your sales process Nurture cold leads (advanced automation) Offer a self-service free trial for leads Recurring sales task Segment accounts into lists Notify your team when a user is active Automate CRM AGOGE task sequence on Company (advanced automation) Create a Snapshot Report when a form is submitted Send a follow-up email when a form is submitted Notify your team about opportunity changes Email Campaigns  Send a welcome message Send a product education campaign Send a campaign Others Create a fulfillment project Notify your team about failed payments Log activity for sent messages in the Inbox Respond to Inbox messages   A complete list of templates is available here: Automation Templates in the Partner Center Blank template The blank template is the canvas from which you can create your own automations from scratch. When you set up a new blank template, you will be prompted to choose a trigger (the condition that kicks off the rest of the workflow) and steps (the actions that your automation does after the automation is triggered).  To learn more about how to use automation, check out this great article: Getting started with automations. You can also find all of our available triggers and available steps to learn what they do and how they work. Recurring Sales Task This automation creates a recurring sales task on week days from 9 to 5 every 30 days for a full year. You can change how often the task is created by making an edit to the number of days in the delay step.  You can also edit how many times this process repeats by making an edit to the number of times the jump to a step action at the end of the automation. Segment Accounts Into Lists When an account is created, segment it into one of three lists based on whether the business is located in one of your target markets or not. To use this automation, you will need to create lists that your accounts will be sorted into.  Try using other account data to filter your accounts. For example, you could use custom fields or tags to have the automation segment your accounts. Once sorted, you could create separate automations that activate once an account has been added to a list and create unique workflows based on market segments and more. AGOGE Task Sequence on Company (Advanced Automation) This automation template is triggered manually and creates an opportunity if there isn't one open for the company. It will then follow the AGOGE sequence to create tasks on day 1, day 3, day 4, day 7, day 10, day 14, day 17, day 19, and day 24. It sends a reminder to the assigned salesperson if the task is not completed in 1 day for 5 times. After task completion, it will create another task on the next date on the AGOGE sequence. The sequence will stop when there are no open opportunities in the company or a task isn't completed within 5 days. To use this automation, you’ll need to have a pipeline set up to create the sales opportunity, as well as have a product or package added to the opportunity. Nurture Cold Leads (Advanced Automation) Put a cold lead into a list and see if they engage with a starter email campaign before sending a Snapshot Report campaign. Before you set this up, you need to create lists for your Cold Leads, Warm Leads, and those that Disengage with the campaigns. You also need to set up two email campaigns: a simple starter that drives the prospect to your website, then a second campaign that delivers a Snapshot Report. You will need to have at least one salesperson created.  Note that by sending Snapshot campaigns, standard rates apply beyond your allocation. Systematize Your Sales Process When an account is added to a list, this automation will help make sure a uniform sales process is followed for that account. With an opportunity and sales task automatically created for the accounts, less time can be spent on administration while still ensuring the data needed is available! To use this automation, you want to set up a list for the accounts you want your salespeople to reach out to and an email campaign that gets sent out after your salesperson has contacted that account. Notify Your Team About Opportunity Changes When an opportunity status is created or changed in your sales pipeline, this automation will notify the selected Partner Center admins. Tip: You can add another step to notify your sales team too. Create A Fulfillment Project When a Task Manager task status changes, this automation will create a new fulfillment project from a template. You can specify the status in the trigger options. To use this automation, you will need to create a project template in Task Manager.  You could build upon this automation by adding notifications for your salespeople so that they know what stage your fulfillment team is at or sending out an email campaign to your clients so that they know what to expect next in the project. Offer Solutions To New Accounts Without Websites When an account is created and the website field is empty, this automation will assign a salesperson and create a task for the salesperson to offer website solutions to the account. To use this automation, you need to have at least one salesperson user on your team. Send A Follow Up Email When A Form Is Submitted This automation triggers a campaign to be sent to a contact when a new contact is created from a form submission. To use this automation, you’ll need to have a published email campaign that has been activated. Check out our recommended campaigns to find the one that will work best for you or build your own. Notify Your Team About Failed Payments When an account’s payment fails, this automation will notify the selected Partner Center admins and the assigned salesperson. A task will also be created for the assigned salesperson to follow up with the account. This automation demonstrates the importance of assigning a salesperson to every account. You can use the “Set up new accounts” template to ensure that every new account is assigned. To build upon this automation, you could add steps that cancel products on the account or add tags to the account to flag that they could be at risk of churn. Send A Welcome Message This automation template triggers when an account is created, it will populate the Inbox in Business App with a welcome message from the assigned salesperson (or your company if there's no assigned salesperson) after a brief 1 minute delay. Create A Snapshot Report When A Form Is Submitted This automation will create a Snapshot Report when a new company is created from form submission. To use this automation you will need to have Custom Forms set up. Offer A Self-Service Free Trial For Leads Add accounts to a list and then this automation will give leads who interact with your emails a free trial of Business App and the products you choose!  To use this automation, you will need to create a list for the trigger and use two to three different email campaigns. For the first one, choose an engaging email to get your lead's attention and then provide a ton of value in your follow-up campaign to show them how to get the most out of their free trial. Explore our recommended campaigns to find the ones that you like most, or build your own! After the trial has been activated, the automation will wait until there's a new product activation or upgrade. If there is, send out a thank-you email campaign. If not, then the automation can cancel the products. Log Activity For Sent Messages In Inbox When an inbox message is sent or received in a conversation with an account, this automation will log a sales action on the account. This will help you track and document the messaging efforts your sales team is having when communicating with clients.  Note: This automation is rate-limited to only once every 6 hours. This can be customized by editing the rate filter step in the workflow  Set Up New Accounts When an account is created, this automation will assign a salesperson, allow you to activate products, and start a campaign for the account. To use this automation, you’ll need to have at least one salesperson user on your team and a published email campaign. Note that if you select multiple salespeople, it will select one at random. For the email campaign, check out our recommended campaigns to find the one that will work best for you or build your own.  Note: Email campaigns can't be sent if there are no users on the account. That's why the automation has a built-in delay to give you or your team time to add a user. When using this automation, be cautious about which products you activate, because it triggers based on every account created. You can set up conditions in the trigger so that the automaton will only run for certain accounts or you can make sure to select products with no wholesale cost like Listing Builder or Advertising Intelligence. Respond To Inbox Messages When someone from an account messages you through Inbox, automatically reply with a system message to let the user know the message has been received and someone will get back to them. This is great for setting response-time expectations with accounts who message you. It is rate-limited to run once per 3 days but can be customized to any frequency by editing the rate filter step.  Notify Your Team When A User Is Active When a user is active in Business App, this automation can send a push notification to the assigned Salesperson and log an activity and hotness rating on the account. It is rate-limited to run once per day but can be updated to any frequency. When using this automation, consider adding conditions to the trigger so that you are limiting the number of notifications your salespeople receive. For example, you could set a condition based on certain account tags or even based on a custom field! Note that while this automation shows that the notification sends on a "No" branch, this is to match up with the built-in rate limiting. Your notifications will go out when someone is active, as expected! Send A Product Education Campaign When a specific product is activated for an account, this automation will send an email campaign to the account to explain how to use the product or to offer additional services. You'll be notified if they click a call-to-action in the email thanks to the built-in automations for hot leads. To use this automation, you’ll need to have a published email campaign that educates the user about the product that has been activated. Check out our recommended campaigns to find the one that will work best for you or build your own. Send A Campaign When an account is added to a list, this automation will send a campaign to the account. This workflow can help to segment your prospects and customers. For example, you can create a “Reputation Management — Prospects” list, and whenever an account is added to the list, a campaign will be sent to educate them about the benefits of Reputation Management. To use this automation, you will need to create the list and publish the email campaign that you want to use. Check out our recommended campaigns to find the one that will work best for you or build your own. Create An Account When A Company Is Created When a company is created in the Vendasta CRM, this automation will create an account for the company. This will help prevent errors when this company triggers other automations. Note: the step that creates an account is called “get an account”, if no account exists when this action is taken an account will be created; if an account already exists, a duplicate account will not be created. Get Customers To Connect Business App When a user on an account makes a successful payment this automation checks if that company has their Facebook and Google Business Profile connected to Business App. If the connections have not been made, it starts an email campaign on a weekday. It also creates a CRM sales task for the assigned salesperson to reach out to the customer and help out with the connection process. This automation will repeat up to 3 times if the connections are still not made. To use this automation, you’ll need to have a published email campaign that has been activated. Check out our recommended campaigns to find the one that will work best for you or build your own. Note: This automation uses the "payment is successful" trigger to help start the automation but any trigger that signifies "this person has become a customer" is appropriate. Note: The automation is only set to trigger once per account so this only happens for the initial sale. Segment Active Leads Into A List When an account opens an email within a campaign, this automation will add the account to a list. This workflow can help to identify engaged prospects or customers. For example, you can send out an email campaign about ecommerce solutions, and if an account opens an email within the campaign, the account can be added to a “Prospects: ecommerce list.” To use this automation, you will need to select a published email campaign that you want to monitor and create a list that the automation will put your accounts into.  This automation can pair well with other automations that take effect when an account is added to a list. Take a look at a template like “Systematize your sales process” as an example of what the next steps could look like.

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.

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.