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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:

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. 

Curious to see what our Snapshot report looks like? Do you need an unbranded Snapshot Report for your presentation? We've got a quick solution for you! In the 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 organic SEO Keywords found in the Snapshot Report are pulled from the metadata of the business's website. The Snapshot Report will display 5 organic search terms that the business is currently ranking for on Google (within the past month).  

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 work? When your salespeople create a Snapshot Report, the platform automatically assesses the prospect’s profile on Instagram. Under the Social section of the report, your salespeople will then see how the prospect compares to the industry in terms of the number of followers and posts. If the platform couldn’t find a profile, that means either the prospect doesn’t have one or the one they have needs improvement. Either way, they’ll need your help to get found! The prospect’s Instagram performance is factored into their Social grade, much like Facebook and X.

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

The ecommerce section can be effective in showing your clients how they measure up with online sales. It can also lead to many questions. Below are some answers to common questions about this section. Why is it showing an F when my prospect has ecommerce enabled on their website? While we do cover the main solution providers in each market, due to this being a growing and dynamic industry there may be smaller or custom platforms that our report does not recognize. This will cause it to show that nothing can be found on the prospects' website. If you do happen to notice a specific platform missing, don't hesitate to reach out to us so we can add it to our list.  It also may be showing 'none found' because the page that solution is found on is hidden behind a login. While we do our best to crawl as much of a website as possible to search for potential solutions, there can be instances where there are pages we can't reach.  What does 'Lead Engagement' refer to? Lead engagement scans the clients' site for software that allows them to engage with current or recent website visitors. This includes solutions such as live chat or advertising campaigns. e.g. Showing a recent website visitor a digital ad that showcases items they previously viewed in the clients' online store.  What types of software does 'Lead Engagement' search for? The ecommerce section searches for two categories of software: marketing automation and live chat.  Which marketing automation solutions are covered by the Snapshot Report?  Acquia Campaign Factory, Act-On, Actito, AD EBiS, Adabra, Aimtell, Airship, Automizely, Autopilot, Aweber, Beeketing, Birdeye, Blackbaud Luminate Online, Bluecore, BowNow, Branch, Braze, BrightInfo, Bronto, BySide, Campaign Monitor, CartKit, Carts Guru, ChannelAdvisor, CleverTap, ClickDimensions, ClickFunnels, Connectif, Constant Contact, Contlo, Convertcart, ConvertKit, Customer.io, Dealer Spike, Dotdigital, Dreamdata, e-goi, Eloqua, Emarsys, emBlue, Emotive, ExitIntel, Firepush, Fomo, Freshworks CRM, Frosmo, Genesys Cloud, GetResponse, Grin, Growave, HubSpot, Hushly, Instabot, Invoca, Iterable, Izooto, Jirafe, Kartra, Klaviyo, Leanplum, Listrak, MailChimp, MailChimp for WordPress, MailerLite, Mailmunch, MAJIN, ManyChat, ManyContacts, Mapp, Marketo, Mautic, Maxemail, Melis Platform, Mindbox, MoEngage, Najva, Nextsale, Noddus, Nudgify, Ometria, Omnisend, OneSignal, OptinMonster, Pardot, PayPal Marketing Solutions, Postscript, Prediggo, Privy, PushEngage, Pushnami, PushOwl, PushPushGo, RD Station, Rockerbox, RockRMS, Sailthru, SALESmanago, Satori, SEMrush, Sendinblue, Shanon, SharpSpring, Signal, Simplero, SocialLadder, SpotHopper, Stylitics, Sumo, Vitals, Vizury, VWO Engage, WebEngage, Wigzo, Wisepops, Wunderkind, Xtremepush, Yotpo SMSBump Which live chat solutions are covered by the Snapshot Report? Acquire Live Chat, Ada, Aircall, Apple Business Chat, Bold Chat, Callbell, Chaport, Chatra, Chatwoot, Chekkit, Comm100, CoRover, Crisp Live Chat, Czater, Dotdigital Chat, Drift, Droz Bot, Envybox, Facebook Chat Plugin, Freshchat, GetButton, Gladly, Goftino, Gorgias, HappyFox Live Chat, Haptik, Help Scout, HubSpot Chat, iAdvize, Imber, Instabot, InSyncai, Intercom, Jitsi, JivoChat, Kapture CRM, Kustomer, LimeChat, LiveAgent, LiveChat, LiveHelp, LivePerson, LiveZilla, ManyChat, MyLiveChat, Oct8ne, Octane AI, Olark, Pipedrive, Podium, Provide Support, Pure Chat, Raychat, Re:amaze, Rocket.Chat, Rotic, Salesforce Service Cloud, Schedule Engine, Shopify Chat, Smartsupp, SnapEngage, Solvvy, Suiteshare, Tallentor Widget, Tawk.to, Tencent QQ, Tidio, Trengo, UserLike, Verloop, View less, WhatsApp Business Chat, WidgetWhats, Wix Answers, Yandex.Messenger, yellow.ai, Zendesk, Zendesk Chat, Zoko, Zoominfo Chat Which online storefront solutions are covered by the Snapshot Report? 1C-Bitrix, 3dCart, Abicart, ABOUT YOU Commerce Suite, Accesso, Aero Commerce, Afosto, AfterBuy, Akinon, Amazon Webstore, AmeriCommerce, Arastta, ARI Network Services, ATSHOP, Avangate, Base, Big Cartel, BigCommerce, Bigware, Bikayi, Bizweb, Blesta, Botble CMS, Brownie, Bsale, BSmart, Cafe24, CCV Shop, Chameleon system, ChannelApe, Checkfront, Cleverbridge, CloudCart, CloudSuite, Cococart, ColorMeShop, Commerce Server, Commerce.js, Commerce7, commercelayer, commercetools, Convertr, Correos Ecommerce, Cosmoshop, Craft Commerce, Cratejoy, CS Cart, CubeCart, Digital Showroom, DigitalRiver, Dokan, Drupal Commerce, Dukaan, Dynamicweb, e-Shop Commerce, EasyDigitalDownloads, EasyStore, EC-CUBE, eCaupo, Ecwid, eDokan, EKM, Elcodi, Ensi, ePages, Essent SiteBuilder Pro, Estore Shopserve, eZ Platform, eZ Publish, Fabric, FARFETCH Black & White, Fast Checkout, Fastcommerce, Fastspring, Fbits, Fenicio, Food-Ordering.co.uk, ForoshGostar, Fortune3, Fourthwall, Foxy.io, Freshop, Future Shop, Fynd Platform, Gambio, GEOvendas, GetMeAShop, GoDaddy Online Store, GrandNode, GrocerKey, Gumroad, Haravan, HCL Commerce, HighStore, Hinza Advanced CMS, hyva, Ideasoft, IdoSell Shop, Iluria, Imweb, Intershop, Inventrue, Inveon, iPresta, Irroba, J2Store, JET Enterprise, Jetshop, Jibres, JoomShopping, JShop, JTL Shop, Jumpseller, Justo, k-eCommerce, Kajabi, Kamva, Kibo Commerce, Kitcart, KMK, KobiMaster, Kooomo, KQS.store, Lazada, Lightspeed eCom, Linx Commerce, LogiCommerce, Loja Integrada, Loja Mestre, Loja Virtual, Loja2, Magazord, Magento, MakeShopKorea, Melis Platform, Mercado Shops, Miestro, Miva, Mixin, Mobify, Modified, Moguta.CMS, Mondo Media, My Food Link, MyCashFlow, MyOnlineStore, Nacelle, NagaCommerce, NEO - Omnichannel Commerce Platform, Neto, NetSuite, nopCommerce, novomind iSHOP, Nuvemshop, Ochanoko, Odoo, OnShop, Open Classifieds, Open eShop, OpenCart, Oracle Commerce, Oracle Commerce Cloud, Orckestra, OrderYOYO, OroCommerce, osCommerce, Oxatis, OXID eShop, OXID eShop Community Edition, OXID eShop Enterprise Edition, Parttrap ONE, Pattern by Etsy, PhotoShelter, Pimcore, Pixieset Store, plentymarkets, plentyShop LTS, Podia, Powerboutique, Powergap, PrestaShop, Projesoft, Proximis, Proximis Unified Commerce, PureCars, PWA Studio, Quick.Cart, Rakuten Digital Commerce, RBS Change, Reactive, RedCart, Remarkable Commerce, Robin, Saleor, Salesfloor, Salesforce Commerce Cloud, Salla, Saly, Sana Commerce, SAP Commerce Cloud, SAP Upscale Commerce, Sazito, Scalefast, Sellacious, Sellfy, Sellingo, Sellix, Selly, Sharetribe, Shopaholic, Shopatron, Shopcada, Shoper, Shopery, Shopfa, ShopGold, Shopify, Shopline, Shoplo, Shoporama, Shoppiko, Shoppy, Shoprunner, Shoptet, Shopware, Simbel, Simplo7, Sirclo, Sky-Shop, Smartstore, Smartstore biz, SmartWeb, Snipcart, SoftTr, SolidPixels, Solusquare OmniCommerce Cloud, SoteShop, Spree, Spring for creators, Spryker, Squadded, Square Online, Squarespace Commerce, StackCommerce, Storeden, StoreHippo, stores.jp, Subbly, SummerCart, Swell, Sylius, T-Soft, T1 Paginas, TakeDrop, Tebex, Thelia, THG Ingenuity, ThriveCart, Ticimax, Tictail, Tiendanube, TomatoCart, TotalCode, Touch2Success, Tray, TRISOshop, Tritac Katana Commerce, Trove Recommerce, TrueCommerce, Typof, Ubercart, Ueeshop, UltraCart, vibecommerce, VirtueMart, Visualsoft, Volusion, Voog.com Website Builder, Voracio, VP-ASP, VTEX, Vue Storefront, Web Shop Manager, Weblium, Websale, WEBXPAY, Webzie, Welcart, Wikinggruppen, Wix eCommerce, WiziShop, WooCommerce, Workarea, X-Cart, Xanario, Xonic, xtCommerce, Yahoo! Ecommerce, Yampi Virtual store, Yepcomm, YNAP Ecommerce, YouCan, Zen Cart, Zid, Zoey, Zozo Which online payment solutions are covered by the Snapshot Report? Adyen, Affirm, Afterpay, Amazon Pay, American Express, Amex Express Checkout, Aplazame, Apple Pay, Bitcoin, Blackbaud Luminate Online, Bolt Payments, Braintree, Bread, bSecure, Buy me a coffee, Catch, ChargeAfter, Chargebee, Checkout.com, CitrusPay, Coinbase Commerce, Conekta, Cybersource, DigitalRiver, DivideBuy, Divido, eWAY Payments, Facebook Pay, Fat Zebra, Forte, Four, GiveWP, Google Pay, Google Wallet, Grab Pay Later, Heartland Payment Systems, Iamport, Klarna Checkout, Klasha, Ko-fi, KueskiPay, Laterpay, Mastercard, mobicred, Mokka, Moneris, Omise, OpenPay, Pace, Paddle, Pagar.me, PagSeguro, Paidy, Partial.ly, Patreon, PayBright, PayFast, Payflex, Payl8r, PayPal, PayWhirl, Pin Payments, Razorpay, Recharge, Recurly, Scalapay, Service Provider Pro, Sezzle, Shop Pay, Simpl, SkyVerge, SplitIt, Spotii, SpurIT Partial Payments App, SpurIT Recurring Payments App, Square, Stripe, T1 Pagos, Tabby, Tamara, TNS Payments, Venmo, Verifone 2Checkout, Visa, Visa Checkout, Wirecard, WorldPay, Xpresslane, Yampi Checkout, YooMoney, Zip Which online scheduling solutions are covered by the Snapshot Report? Accesso, Acuity Scheduling, Appointy, Bokun, Bookero, Bookingkit, Booksy, BookThatApp, Booxi, CalendarHero, Calendly, Checkfront, Chili Piper, CoconutSoftware, Eveve, FareHarbor, GetYourGuide, Hostmeapp, Mangeznotez, Meeting Scheduler, Mews, MindBody, MIYN Online Appointment, Occasion, Peek, Periodic, Regiondo, Reservio, Rezdy, Rezgo, Salonist, Setmore, SevenRooms, SiteMinder, Skedify, Timify, Trumba, vcita, X.ai, Zocdoc NOTE: Due to this being a growing and dynamic industry, these lists may not be comprehensive or up to date. For more details, visit the sites below for updated lists. Marketing Automation SolutionsLive Chat SolutionsOnline Storefront SolutionsOnline Payment SolutionsOnline Scheduling Solutions

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

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. * 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, which is why we created the Sales & Success Center dashboard. This allows your salespeople to accomplish the following: Add prospects Manage assigned accounts Create, refresh, and configure Snapshot Reports Launch email campaigns Log calls, emails, meetings, and other sales activity Create opportunities Submit orders Add account notes Store contact information View their sales pipeline Schedule Meetings Access valuable training resources The URL for the Sales & Success Center can be customized. To view the current URL, navigate to Partner Center > Sales > Salespeople. Please note that Salespeople and Sales & Success Center are only available on select subscription levels. 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.  

What if you had your own branded end-to-end commerce platform that empowered you to scale sales, marketing, fulfillment, and operations better than you could ever imagine? As you watch the video below, ask yourself: how could these features accelerate my business? The platform has 4 environments One for you, one for your salespeople, one for your customers, and one for fulfillment. Together, they empower you to provide products and services to local businesses. Some features listed below are not available with the Free and Startup plans. Learn more Partner Center is for your business In Partner Center, you can: Customize your branding and settings Manage your prospects and customers Set up your products and services Build your online store Publish and track marketing campaigns Manage your salespeople Manage your billing Manage your customers' products, services, and credentials All admins can access Partner Center via partners.vendasta.com. Partner Center isn't white-labeled, and the URL isn't customizable. Sales & Success Center is for your salespeople In Sales & Success Center, you and your salespeople can: Create prospects and Snapshot Reports Send email marketing campaigns Identify hot leads and track communications Move prospects through the sales pipeline Showcase all your product and service features All salespeople can access the Sales & Success Center from a URL that’s unique to your agency. You can find your URL below the title on the Sales > Salespeople tab in Partner Center. The Essentials, Growth, and Scale plans include the ability to customize this domain. To give your salespeople access to the Sales & Success Center, you’ll need to create salesperson credentials for them.  Business App is for your customers In Business App, your prospects and customers can: Receive updates about key businesses metrics Access the products they’ve purchased Browse products and services in your online store View proof-of-performance reports Your customers can access Business App from a URL that’s unique to your agency. You can find your URL below the title on the Accounts > Manage Users tab in Partner Center. The Growth and Scale plans include the ability to customize this domain. To give your customers access to Business App, you’ll need to create user credentials for them. Alternatively, prospects can access Business App for free from a Snapshot Report. Task Manager is for fulfillment In Task Manager, you and your fulfillment team can: Update listings Respond to reviews Respond to mentions Create social posts Engage with leads Onboard new customers Complete custom tasks Your fulfillment team can access Task Manager from https://task-manager.biz/login/ To give your team access to Task Manager, you’ll need to create user credentials for them.    View Getting Started Guide

In Partner Center, several icons will help you navigate the system. See the chart below to learn about what each icon means.  Icon Description Send Feedback - This allows you to submit feedback directly to Vendasta.  These ideas directly influence how we develop and expand on our offerings. Help - Allows you to access Vendasta's Resource Center, submit a new Support Ticket, or view any of your currently open and previous tickets. Tooltip - Hovering over this icon provides additional insight into the associated feature. Expand - Expands a selection to reveal additional options. Filters - Open the filters for the current page. Saved Filters - This allows you to save the current filter settings or manage previously saved filters. Add User - This allows you to add a user to an account. Listing Distribution - Reflects the status of the account's Listing Distribution subscription. Clicking this takes you to "Account Details". View Snapshot Report - View the current Snapshot Report for an account. Create Snapshot Report - Create a Snapshot Report for an account that has not yet had one generated. This will continue to update for seven (7) days. Please be aware that a charge will be added to your next bill. Refresh Snapshot Report - Refresh the current Snapshot Report, allowing it to update for the next seven (7) days. When greyed out, an active Snapshot Report already exists. Please be aware that a charge will be added to your next bill. Reputation Management - The account's Reputation Management subscription.  Local SEO - The account has an active Local SEO subscription. Social Marketing - This account has an active Social Marketing subscription. Menu - Displays additional options.  Impersonate - Access the platform as the associated salesperson or user. You will see the system exactly as they do. Toggle On - The corresponding setting is on. Toggle Off - The corresponding setting is off. Grid View - Display items on the page in a grid. List View - Display items on the page in a list. Search - A field that allows you to input search terms. Edit - Edit the associated information. Clear/Delete - Clear a field or remove information. Add/Enable - Add or enable a feature or item. Enabled - A feature or item is currently enabled.

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

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. 

When we set up your white-label, we will ask you about your preferences for the URLs your clients, prospects, and salespeople will see. Note: Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. There are two options: Option 1: Default URLs Predetermined domains with a customizable subdomain. Partners typically choose this option if they do not already own a domain or they simply need to get started immediately. Here are some examples: Reputation Management: [partnername].steprep.com Social Marketing: [partnername].socialsmbs.com Local SEO: [partnername].pdqs.mobi Business App (client dashboard): [partnername].smblogin.com Sales & Success Center (salesperson dashboard): [partnername].snapshotreport.biz The square brackets indicate the words you can change. Option 2: Custom URLs Fully customizable subdomains and domains. Partners typically choose this option if they already own a domain as well as access to its DNS settings. If you choose this option, please tell us your preferred domains for each product. You can customize the subdomain as well as the domain (as long as it is a domain you own). To give you some ideas, our partners typically choose the following formats: Reputation Management: [reputation].[yourURL.com] Social Marketing: [social].[yourURL.com] Local SEO: [m].[yourURL.com] Business App (client dashboard): [login].[yourURL.com] Sales & Success Center (salesperson dashboard): [sales].[yourURL.com] The square brackets indicate the words you can change. Fill in this form to send us your preferences, after which we will email you TXT and CNAME records, along with instructions on how to enter them into your DNS settings.

Welcome! This end-to-end guide takes you through many of the core actions that will help you to grow your revenue with Vendasta. Looking to complete a full platform setup under your brand? Read our guide on how to set up and white label the platform.  To learn more about specific workflows in greater depth, check out some of our other Getting Started Guides.  Note: Some of these steps may include features that are only available on specific subscription tiers. To see an updated list of which features are available on each tier, refer to our pricing page: vendasta.com/pricing  Checklist Start selling Ready-made packages Marketplace products Prospecting Find and add accounts Create Snapshot Reports Send Snapshots with AI Analysis Activate your customers Invite users Order products and get paid Business App connections Start selling With Vendasta, you're set up to start selling right away with a collection of ready-made packages and products ready to go. If you want to take full control and customize your store, check out the Store Build Guide. To dive in quickly, take a look at some of the basics. Ready-made packages Your store is automatically populated with a number of packages that include some of the most important solutions for small businesses. You can change the existing packages if you wish.  Go to Marketplace > Packages. To edit an existing package, click the vertical ellipsis ⋮ and click Edit. Click Unpublish and Archive  if you wish to remove a package. Here you can click + Add item to add products, click the X next to an item to remove it, adjust retail price and marketing copy. To view and add our latest recommendations, follow these steps: Click the Recommended Packages tab. Click any package to view its contents. Click Add to Store to include this package amongst your offerings. Choose Save and publish to add it immediately or Save as draft to edit it before setting it live. Each of our 2024 Digital Success packages include all of the powerful features of Business App Pro, allowing you to bundle services on top of a core set of features that help your customers manage their daily work. Back to top. Marketplace products Find everything you need about a product including sales assets, pricing information, and support contacts by viewing the product page. To access a product page go to Marketplace > Discover Products and click on any product. At the top, you'll find sales and marketing assets under Screenshots & Files. Down the right you'll find pricing, contact information, and add-ons. At the bottom, you'll find FAQs.  If you wish to order a product from the Marketplace for one of your customers, you need to make sure that you have selected Start selling on that product.  Go to Marketplace > Discover Products. Click a product you're interested in. Click the Start selling button. Click the checkbox if you wish to add it your Store page. Click Done or Add to store. Back to top. Prospecting Here are some of the core steps you can take to kick off your prospecting efforts. This video showcases all of the steps for adding accounts, creating Snapshot Reports, and sending them all at once. Find and add accounts Accounts can be added in groups and individually. This workflow showcases how to add many accounts at once into a list. To learn more about adding individual accounts or importing them via a csv file, go here.  Go to Partner Center > Accounts > Accounts Click Find accounts. Search for businesses by type or location. (For example, you could search for “Dentists near me”). Click the checkboxes next to any of the businesses that you want to prospect. Click Continue. Click Create accounts. Wait a few moments for the accounts to be added as part of a list. The system will grab information about these businesses right from their Google profile and add that information right into the platform for you. Some information is not readily available from a Google Business Profile, so you will still want to look for additional information about the business such as email addresses or contact names. Back to top. Create Snapshot Reports Snapshot Report is a needs assessment tool that will let you know about the gaps in the business’s online presence. Because your prospects were added as a part of a list, you can create Snapshot Reports as part of a quick bulk action. Go to Partner Center > Accounts > Lists Click on the ⋮ vertical ellipsis menu next to the list you created. Click on Create/Refresh Snapshot Reports Note that additional charges may apply Wait for information to start populating. It can take up to 24 hours for the information to be fully populated and up to date. The Snapshot Report will continue to refresh with information for 7 days from its creation. Snapshot Reports can be refreshed after the 7 days–additional charges apply. To create a Snapshot Report for one account, go to Partner Center > Accounts > Accounts click on the + report icon next to the account name. Tip: While waiting for information to populate, it’s a great time to make some quick edits to the Snapshot Report. If you’ve added a number of prospects that are part of the same business category, you can flag them as competitors. Check out our Snapshot Guide for more. Back to top. Send Snapshot Reports with AI Analysis Prerequisite: Before sending out any emails through the platform, make sure you have configured your email settings to assure maximum deliverability. These steps are showcased in detail here. A personal touch can go a long way and leveraging artificial intelligence gives you the chance to personalize your outreach while being efficient with your time. Go to Partner Center > Accounts > Accounts Click on the Snapshot Report icon next to the account Click Edit report. Click the “paper airplane” Share icon. Add sender name and email (your information). Add the contact email. Click Suggest content. Clicking the down arrow next to Suggest content gives you additional options. Suggest general content will craft an email based on the overall information in the Snapshot Report. Suggest section-specific content will allow you to choose sections of the Snapshot Report and craft a more targeted email. Review and update the email content that has been generated. Click Send. Activate your customers Invite users Adding a customer as a user to an account will give them access to Business App and allow you to bill them.  Go to Partner Center > Accounts > Accounts. Find the account you want to add the user to. If there are no users assigned to the account, you can click the Add User icon  next to the account name. You can also click on the account name, scroll to the Users section, then click Add Users. Add an existing user from the list or click Create New User and add their information When creating a new user, you can choose to Send welcome email to send an invite into Business App. Once you have all of their information added, click Create User.  Learn more. Back to top. Order products and get paid Prerequisite: You can automatically request payment while ordering a product through Vendasta. To do so, you will first need to set up Vendasta payments. This video showcases the workflow to order products whether you are collecting payment before activation or not. Go to Partner Center > Accounts > Accounts.  Click the account that you want to place an order for. Click Order products. Select the products and/or packages that you want to order. Complete any order information required. If you are using Vendasta Payments and collecting payment, then you can bill your customer at this time. Update the retail prices as needed. Under Collect payment, choose to "Send order for customer review & collect payment online." Select a user to bill Add an expiry date of terms, if necessary Select a product activation date. Note that if using the payment collection methods in Step 6, then the products will only activate on/after that date if the payment has been collected. Check and update the wholesale billing info if necessary (this is your payment to Vendasta). Click Send Order. The Vendasta platform allows you additional flexibility for full order management of your sales team; to learn more about that type of workflow, check out Getting Started: Onboard your customers. Learn more about ordering products. If you are ordering fulfilled services, like those from our Marketing Services team, after the order is complete, you will be presented with a fulfillment form, an easy way to capture information with the help of your customer. Learn more about fulfillment forms. Back to top. Business App Connections   Setting up connections for your customer in Business App is crucial for retention. Something as simple as connecting their Google Business Profile helps them to see value and increase functionality across many products and features. To access the Business App Connections for your customer, follow these steps: Go to Partner Center > Accounts > Accounts Click on the ⋮ vertical ellipsis menu on the far right of the account in the table. Click Open Business App. Click Settings. Click Connections. Click + next to the app or external account you wish to connect. From here, there may be some different steps depending on the connection you wish to make, but in general you or your customer will need their login credentials and will need to give permission for information to be shared with Business App (often shown as an unbranded app called Social Reputation). Learn more about connecting accounts to Business App here: Connecting social media accounts Connecting Google Analytics Account in Business App Connect QuickBooks in Business App Troubleshooting Facebook and Instagram connection errors Back to top. Need help? Support On-Demand can answer your questions or put you in touch with those who can. You can us at support@vendasta.com. Learn more.

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 Individual accounts To add an individual customer account to the Platform: Go to Partner Center > Accounts > 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   Multiple accounts This feature may only be available on certain subscriptions.  To add multiple customer accounts to the Platform:  Go to Partner Center > Accounts > 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 > Accounts, and Partner Center > Accounts > Lists.   Import Accounts

To create an Acquisition Widget: Go to Partner Center > Marketing > Acquisition Widgets. Click Create Widget in the upper right corner of the screen. From this point, creating a widget involves 3 steps: Configure, Design, and Embed. Configure Fill in the form: Widget Name Market Assigned salespeople The campaign that will be sent to new leads Confirmation Landing Page URL Set any tags to be applied to the new accounts Select whether the widget should create a Snapshot Report for new leads (toggle this option on/off). Select whether the widget should be enabled (toggle this option on/off). You can also enable/disable the widget at a later time. Select any products that should be activated automatically for new leads. Click Save and continue. Design Tailor the widget to the design of your website. Once it appears how you'd like, click Save and continue. Embed Copy your widget embed code, then click Finish. Paste the embed code into your website's HTML to embed the widget on relevant pages throughout your website. Tip: Create dedicated landing pages for the Acquisition Widget and link to it from advertising campaigns, social posts, blog posts, and email signatures. When a lead submits their information through the widget, the widget will notify the assigned salespeople 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.   Create a widget

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.      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.

Sales & Success Center equips your team with all the tools they need to usher businesses through the sales funnel. It gives your salespeople the power to: Create prospects and Snapshot Reports. Send email marketing campaigns. Identify hot leads and track communications. Move prospects through the sales pipeline. Learn more about what you’re selling. It’s time for your salespeople to log in and complete their profiles. Create Salesperson credentials The first step to giving your salespeople access to the Sales & Success Center is creating login credentials for them. To create salesperson credentials: Go to Partner Center > Sales > Salespeople. Click Invite Salesperson. Enter the salesperson's details. It’s important to complete the entire profile—your prospects and customers will see much of this information throughout the platform. Click Send. Your Salesperson will receive an email with a link to set their password. Create Salespeople Have your salespeople review and complete their profiles When your Salespeople log in for the first time, it’s essential that they review and complete their profiles. Remember: your prospects and customers will see much of this information throughout the platform. Your Salespeople can update their profiles from the Settings icon in the top right corner of the Sales & Success Center.    

To allow your customers to log in and experience their new products in Business App, you’ll need to get them set up with login credentials.  When is the right time to give them access? As soon as possible! Business App is built to support businesses out of the box, meaning they'll have access to reporting, your product catalog, and in-depth guides as soon as they've logged in. Create user credentials To create user credentials: Go to Partner Center > Businesses > Manage Users.   Click Create User in the upper right of the screen.  Complete the form with the user's information: First name Last name Email Phone Welcome message Select whether you want the platform to send a welcome message to your customer. If Send Welcome Message is selected, the platform will send a welcome email to the user. This email contains a link to log in to Business App. Upon clicking this link, the user can set their password. Enter a custom message for the top of the welcome email (optional). Click Create User. After creating the user, you will land on the User Permissions page for the user you've created. From here, you can add any business accounts that the user needs access to: Click Add Account Select the account(s) that your customer needs access to in Business App Click Add Accounts Your customer can now set their password and log in to Business App through the link in the welcome email. You can find your Business App URL below the title on the Businesses > Manage Users page in Partner Center. Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. Learn more Create a user Resend a welcome email Your customers may already have access to Business App—they can gain access when they click on a call-to-action in the Snapshot Report. If this is the case, you have the option to resend the welcome email. This allows your customers to reset their passwords and then log in to Business App. To resend a welcome email: Go to Partner Center > Businesses > Manage Users. Find the user that should receive the welcome email. Click on the Menu icon to the right of the user. Click Resend Welcome Email. Click Send.  Resend Welcome Email