Showing results for "snapshot"

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

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:

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

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

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

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

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 3 environments One for you, and 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. 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

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] Partner Center: [CRM].[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.

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

When a prospect interacts with an email campaign, the Snapshot Report, your Store, or an Acquisition Widget, you’ll receive an email that states, “You’ve got a new hot lead!” That means it’s time to get in touch with your prospect! Follow these steps to identify hot leads, and then prepare, schedule, and deliver your presentation. Identify hot leads When a prospect might be interested in your products, flame icons   will appear beside their account in Sales & Success Center—this is a hot lead. The following actions trigger hot leads: Prospect viewed the Snapshot Report. Prospect opened a campaign email (excludes product adoption campaigns). Prospect clicked through a campaign email (excludes product adoption campaigns). Prospect submitted their information through an Acquisition Widget. Prospect viewed a product or package landing page. Prospect clicked Get It Now on a product or package landing page. Prospect was active in Business App. (Includes connecting social accounts.) Hot leads will display up to three flame icons. There are two factors that determine the number of flames: The depth of the prospect’s engagement. How recent the prospect’s engagement was. Therefore, a prospect who submitted their contact information through an Acquisition Widget today would generate more flames than a prospect who opened an email three days ago. In short: the more flames there are, the greater your chances of a close. To drastically increase your chances of closing the deal, follow up with hot leads immediately. Prepare for the first call Every business has unique pain points—learn about the business ahead of time to deliver a personalized pitch. This will help you build trust and rapport. To prepare for your first contact: Click the View Activity button in the aforementioned hot lead email. This goes to the History screen for that account in Sales & Success Center. Review the prospect’s activity to see what action they took and where. For example, “jsmith@example.com clicked through email: Social”. This information will help you start the conversation with your prospect. Review the prospect’s Snapshot Report. Research more about the business. Google their business name to see what you can find—one search can provide a lot of insight! Qualify your prospect and book the presentation It’s time to get on the phone. Use the first call to determine if your prospect is the right fit for your agency. Ask questions that are applicable to the prospect you’re speaking with and listen attentively to their answers. Listening is the most important part—you can’t determine fit if you do all the talking! A qualification call should last 10-15 minutes, depending on the complexity of the prospect’s pain points. Follow these tips: Introduce yourself: Explain the reason for your call. If your prospect seems uninterested, try asking more qualifying questions. Build rapport: Take your salesperson hat off for a bit and have a conversation. Speak about their recent milestones, awards, news stories, etc. Be a resource: Highlight relevant content pieces that might help your prospect. You want the prospect to see you as a trusted consultant. Get the prospect to open up: Ask qualifying questions to better understand their business and why they’re showing interest. Avoid interrogation. Provide your positioning statement: Use a positioning statement to show your prospect that you understand their challenges. Dig deeper: Show empathy and that you are a trusted consultant that may be able to help. Ask more qualifying questions about their pain points and challenges. Share a relevant story: Share a story about how you’ve helped similar companies solve their pain point. Set up presentation/follow-up call: Gently nudge them in the direction you want: to schedule a presentation, or to set up a follow-up call if a presentation doesn’t fit at this time.  

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.  

This article breaks down each section of the Executive Report in an easy-to-understand format. The Executive Report is the client’s single source of truth for the state of their online presence. It gives clients a rollup of everything happening across their digital marketing channels week-to-week, or month-to-month. This report is white-labeled, so it's automatically generated under your brand. This automated report gives clients a first-hand look at the return on their investment—it’s a great way to build trust, position yourself as an expert, and show how you’re delivering results each month. Why is the Executive Report important? Give your clients relevant, personalized, actionable data at the right time. The Executive Report is your secret weapon for engaging with your clients, continually proving your value to them, and retaining them for longer. Our study revealed that partners who use the Executive Report and connect a data source like Google Business Profile see a 51% increase in client retention rates over 24 months compared to those who do not use the Executive Report.By receiving proof-of-performance reporting consistently, you are providing your clients with evidence of the value you bring to their business and engaging them in your Business App offering. When is the Executive Report sent out? The Executive Report processes a lot of data. While we do our best to ensure it's ready to go at month's end, you may notice a 2-3 day delay before receiving your monthly report. When the Executive Report is received, it will contain data for the entire month. The monthly Executive Report usually goes out between the 1st - 3rd days of each month. The weekly Executive Report is sent out on Mondays. The Executive Report may be sent outside of business days as it recognizes the start of each month, not specifically Monday-Friday. NOTE - Accounts with active products generally trigger Executive Reports to be sent, however, for accounts with only Local SEO active, users will not receive any Executive reports if they don't have any changes in data as changes in the data are needed for a new executive report entry. If there are no changes from the previous month for any specific section of the report, the section will not populate the report for the current month. When is new data updated in the executive report? New data appears in the Executive Report automatically when supporting products are activated on an account, and some time has passed to allow for the ingestion of data. Times to get data vary based on the product.We support custom data integrations via API. If you have a database that you’d like to connect to the Executive Report, you can work with your Account Manager for a custom integration via our Marketplace APIs. What does the Executive Report look like? What Products are included in the Executive Report? 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 Google Ads Robot 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 What data does the executive report contain? The Executive Report makes it even easier to show clients everything you accomplish for their business, month after month. Features include: 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 a Google Business Profile, useful personalized data will appear in the report in the Business App within 5 minutes. White-labeled with your logo and branding in both email and Business App. Who can receive executive report emails? By default, the Executive Report email will be sent to Business App 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. Viewing and Understanding the Executive Report On the top-right, you can choose your date range. In Single-Location Business App – Defaults are weekly or monthly reports. You can also choose a completely custom date range. Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header. Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header. How can executive reports be customized? At this time you cannot customize the Executive report. There is an option to rearrange the sections as a Partner Center Admin, however, you cannot edit or remove sections from the report. How can executive report notifications be turned off? Notifications can be enabled or disabled from Settings, Notification Settings, and Business App. Notification and Sample for Executive Report By sending your clients an email notification about their Executive Report, you are prompting them to visit and engage with their Business App, understand where they are performing well and where they should improve, and from there they can take the proper actions, such as an upgrade to a paid product or service with you.When a client receives an automatic notification that their Executive Report is ready, they’ll receive a personalized email that identifies the business’s highlights and areas for opportunities. This will prompt the client to see where they are winning and what areas need improvement. The call-to-action is for the client to view their Executive Report, which re-directs them to their Executive Report in their Business App. They do not need a login to view their Executive Report, but if they click on any button within their Business App, the client will be prompted to log in.

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. Here's a list of 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.

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 > CRM > 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.  

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.  Note that access to some products in the marketplace may be limited based on your current Vendasta plan. 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 > Manage 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 > Manage 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 > Manage 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 > Manage 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 > Manage 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 > Manage 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.

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

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

Vendasta'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.

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

When one of your customers creates an account from your Store, we leverage Google Search to quickly and easily gather their business information. If the 'Create Account' search bar is not finding the business you are searching for, it's most likely because it's a "Service Area Business (SAB)". Service area businesses do not show up on the account creation page due to a limitation with the Google API that powers our listing search. To have the Google listing pulled into the Snapshot Report, please connect it directly in Reputation Management.  You can add the business manually by clicking 'Skip to Account Creation'.