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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.  

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'.

Partner Center is your gateway to Vendasta's powerful platform. From the home page in Partner Center: Select the “Get Started” button to find a checklist for some of the first, important actions that should be taken upon starting with the platform.  Scroll through the carousel to watch the “What’s New” video, and see other important notices from Vendasta. See important updates like new accounts added, and Snapshot Reports created right from the home page. In Partner Center, you can… Manage your client accounts Manage users Start selling and activating products Set up your store Manage other admins Configure multi-location groups* Publish and track marketing campaigns* Create Acquisition Widgets* Manage orders* Manage salespeople and sales teams* Manage fulfillment services for multiple clients with Task Manager* Customize your branding* * Certain features may only be available on select subscription levels. All admins can access Partner Center via partners.vendasta.com.  If you're new to the platform, we highly recommend following our Getting Started Guides and taking courses in the Vendasta Academy. 

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

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

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

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

To create an account in Sales & Success Center: In Sales & Success Center, click on "Accounts" in the left menu. Click Create Account in the upper right corner of the screen. In the Specific Search tab, 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.  In the General Search tab, enter search terms related to a type of business you want to discover. For example, to find new cafes in New York, you could search for Cafes near New York, NY, USA. If you do not see the business you're looking for, click Skip to Account Creation. Note: When using the Specific search tab, 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.  Fill in the form that appears. (You will be able to edit and add to this information later if needed.) Click Create Account. This account will now appear both in Sales & Success Center and Partner Center. After the prospect/account has been created, salespeople will be presented with the following options: Generate Snapshot – Generates a Snapshot Report for the business. This was previously always included with each prospect created, but it will no longer be automatic.Add contact – Any person or persons that the salesperson will be in contact with. This can also be used to grant contacts access to Business App.Start campaign – Start an email campaign for the business.Create opportunity – If the salesperson has any potential sales opportunities with the business, they can add those here.

WEEK 1: Establish your Presence as a Trusted Local Expert - How to set yourself up for success with a new prospect’s first meeting - Research and be prepared to tell the story of their needs - Educate the prospect on what you see with data from the Snapshot Report

This is a walk-through of the CRM dashboard, Sales and Success Center. In this workshop, we will go through crucial actions like: Adding accounts and client users How to customize a snapshot report before sending it to the customer Creating a pipeline to review potential revenue and manage sales opportunities Create and send out proposals using our new feature, Proposal Builder. Learn how to leverage this important part of the platform to sell more effectively!

The internet has changed how we do business. At Vendasta Technologies, we have codified the customer journey to help IT, Marketers, Value-Added Resellers, and Managed Service Providers. In this workshop, we will discuss the importance of the customer journey and why winning at each stage is essential. We also cover the importance of consultative selling with the Vendasta’s award-winning tool, the Snapshot report.

Hotness ratings are calculated based on the following actions: 3 Flames Prospect has looked at the Snapshot Report today, yesterday, or 2 days ago Prospect requested a Snapshot Report from the Snapshot Widget today, yesterday, or 2 days ago Client or prospect viewed a product landing page today, yesterday, or 2 days ago Client or prospect has clicked the product landing page CTA today, yesterday, or 2 days ago 2 Flames  Prospect has looked at the Snapshot Report 2-4 days ago Client or prospect has opened a campaign email today, yesterday, or 2 days ago Prospect requested a Snapshot Report from the Snapshot Widget 3-4 days ago Client or prospect viewed a product landing page 3-4 days ago Client or prospect has clicked the product landing page CTA 3-4 days ago 1 Flame Prospect has looked at the Snapshot Report 5-7 days ago Client or prospect has opened a campaign email 3-5 days ago Prospect requested a Snapshot Report from the Snapshot Widget 5-7 days ago Client or prospect viewed a product landing page 5-7 days ago Client or prospect has clicked the product landing page CTA 5-7 days ago Once sales activity has been created on the account, the hot icons will be removed. This allows the account to become hot again if the prospect clicks on the Snapshot Report again or on any inactive products in your Store.    

Using Markets allows you to segment your company and its clients (i.e. by brand, region, industry, etc). This helps keep numerous accounts organized. Once Markets have been added to your platform: Each new account created must be assigned to a Market. A dropdown will appear in the Account Create form in Partner Center where you can choose a Market for each new account. A single market will represent your company as a whole, while any additional Markets requested can be used for any purpose. You will be able to create an Acquisition Widget per Market. If you would like to activate Markets for your platform or want to add additional Markets, contact your Account representative or Support On Demand. Branding Each Market's branding can be customized, including logo, colors, product names, and more. Branding that was created before activating Markets will remain as the default option for every new market added. To customize branding, open Partner Center > Administration > Partner branding:     Here, you can choose the drop-down in the top right-hand corner to customize by All Markets or individual markets:   Portal Logins The URL for each product and login area per Market is consistent with your URL that was set during the setup process. Custom domains per market are currently unavailable. Branding on Login Portals themselves (before login) will be set to your white-label branding. Business App users are assigned permissions to Accounts, rather than Markets. In turn, Accounts are assigned to Markets. When viewing an active product on an account, that Market's branding will be displayed. If a user has access to multiple accounts in different markets, the user will see the branding for the first Account in their list on login. Once they select an account, the branding specific to that account's market will be displayed. A Salesperson will only see Market-specific branding once they have logged into their account. Any Snapshot Report they create will display their branding and any account created will automatically be created under the same Market. Note: If you created a Salesperson before Markets were activated for your white label, you will have to assign them to a Market the next time you edit their details. See: User Types Settings The Beta Program can be enabled or disabled per Market. This setting can be selected in the Market Level Customize area within Partner Center and is independent of what is selected at the Partner level.  

The Contacts and Companies Pages To access the new CRM, navigate to Partner Center and click on CRM. Here, you will find two options: "Contacts", and "Companies" Contacts are the individual people you work with, while companies are the organizations that those people are associated with. Setting up your view of the CRM You are now on the company page. The very first thing you want to do is to ask yourself what information matters to you. There is tons of information, and you will want to consider what data matters to you. You can set up your view by enabling, displaying, and reordering the columns. Say, the website is not important to you, while the address is. Check off the boxes according to your preferences. You may also want to see whether or not a company has claimed its Google Business Profile, which will be available if you have created a Snapshot Report.  Searching, filtering, and sorting You can find the company that is assigned to you by clicking on the "Add filter" button, and then searching for "Salesperson." You can then find yourself using your name or email. If you know the name of the company, you can find it by searching in the search bar on the table where you can also search for a company by phone number, Partner ID, Account Group ID, and more. You can also find when you last touched base with your current customers by looking at the last activity date. You can sort, and see if there are any customers you have missed catching up with so you can keep conversations fresh! Creating a contact Now you know how to find the companies and contacts but you may also want to find new contacts through your own research.  To add a new contact to your CRM, go to the top right-hand corner and click the "Create contact" button. From here, you can start by filling in the name, email, or phone number. If possible make sure to include an email address!  Duplicate detection -The CRM will check to make sure the email doesn't already exist. If it does, the CRM will surface that record, and prevent you from creating the contact so you can go to the existing record instead of creating an accidental duplicate. The CRM will also check for phone numbers and will surface a warning if an identical phone number is found, however, it will not block you from creating a contact with the same phone number. Sending campaigns to contacts You can add contacts to the marketing campaign by going to the Contact table, bulk-selecting the contacts, clicking actions, and selecting “Send Campaign.” You will see when the campaigns are sent, received, opened, and clicked through on the activity timeline. The profile page This is where you can interact with your customers - send emails, make phone calls, create tasks, and more. You can find the general information in the left column, the engagement history in the middle, and all the associations on the right, such as Opportunities, Snapshot Reports, and more.

Company fields store information about a company that you work with, such as their name, or the last time you have reached out to one of their contacts. Default properties are created in each company to store some important information. Some of the properties, such as the last engagement date, are automatically populated. Company information ID: Unique identifier assigned to each company. External ID: An identifier used by external systems or databases to reference the company. Company name: The official name of the company. Website: The URL address of the company's website. Street address line 1: First line of the company's physical street address. Street address line 2: Second line of the company's physical street address. City/locality: The city or locality where the company is located. State/province/region: The state, province, or region where the company is located. Zip/postal code: The postal code or ZIP code of the company's location. Country: The country where the company is located. Phone number: The contact phone number for the company. Tags: Keywords or labels used to categorize or classify the company. Fax number: The fax number for the company (if applicable). Number of employees: The total count of employees working in the company. Legal structure: The legal form or structure of the company. Lifecycle stage: The stage of the company in the customer lifecycle (Including Visitors, Lead, Marketing qualified lead, Sales accepted lead, Sales qualified lead, Prospect, Customer, and Former customer). Record Source: This tells you how the records were originally created within your CRM system. It may refer to manual data entry, data import, or capture through web forms, among other sources. Record Source Drill Down 1: This provides a more detailed breakdown of the primary record source, offering additional insights into specific methods or channels within the main source category. Record Source Drill Down 2: This offers even further detail about the record source, giving granular insights into the processes or sub-channels that contribute to the creation of records in the CRM. Original Source: This tells you the source where a contact interacted with your business, such as a website visit, a social media interaction, or a direct contact through email. This is currently not captured automatically, you will need to set up automation to infer this field from the UTM parameters. Original Source Drill Down 1: This provides a more specific look into the original source, detailing the particular platform or medium within the original source where the contact first interacted with your business (e.g., a specific social media platform or search engine). Original Source Drill Down 2: This goes deeper into the specifics of the original source, offering detailed insights about the specific activity or interaction that brought the contact to your business (e.g., a specific campaign or advertisement). Source name: The name of the source or channel through which the company was acquired. Timezone: The timezone in which the company operates or is located. Category IDs: Unique identifiers assigned to categorize the company. Facebook URL: The URL of the company's Facebook page. X URL: The URL of the company's X profile. Instagram URL: The URL of the company's Instagram profile. LinkedIn URL: The URL of the company's LinkedIn page. UTM Campaign: The name or identifier of the campaign associated with the company. UTM Medium: The medium or channel of the campaign associated with the company. UTM Source: The specific source of the campaign associated with the company. UTM Content: The content or variant of the campaign associated with the company. UTM Term: The specific keyword or term associated with the campaign for the company. GCLID: Google Click Identifier associated with the company. FBCLID: Facebook Click Identifier associated with the company. MSCLKID: Microsoft Click Identifier associated with the company. Created date: The date when the company record was created. Google Place ID: The unique identifier assigned to the company on Google Maps. Google review score: The overall review score of the company on Google. This is filled in when the company is created from the “Find nearby businesses” process. Group: Indicates the group to which the company belongs. Next task ID: The identifier of the next task associated with the company. Next task due date: The due date for the next task associated with the company. Owner ID: The unique identifier for the user who created the company record. Parent company: The parent company to which the company belongs. Engagement information Last activity date: The date of the last recorded activity associated with the company. Last campaign email clicked date: The date when the last campaign email was clicked by any of the company’s contact Last campaign email open date: The date when the last campaign email was opened by any of the company’s contact Last campaign email sent date: The date when the last campaign email was sent to any of the company’s contact Last campaign email sent name: The name or identifier of the last campaign email sent to any of the company’s contact Last campaign email bounced date: The date when the last campaign email was bounced by any of the company’s contact Last contact date: The date of the last contact made with any of the company’s contacts by any user. Last sales email received date: The date when the last sales email was sent by any of the company’s contacts to any salesperson in your account. This requires auto-forwarding to be set up. Learn more here. Last sales email sent date: The date when the last email was sent to any of the company’s contacts from your email inbox. This requires auto bcc to be set up. Learn more here. Partner-specific information (Does not exist in the Business App) Platform account group ID: The identifier for the account group. Salesperson: The individual responsible for managing sales activities for the company. Additional salespeople: Other individuals involved in sales activities for the company. Snapshot information (Does not exist in the Business App) Last review data updated date: The date when the last review data was updated for the company. Review performance grade: A grade or rating assigned to evaluate the performance of reviews associated with the company, typically based on criteria such as review quantity and review quality. Average number of reviews per month: The average count of reviews received by the company per month. Average review score: The average score or rating received by the company based on reviews. Number of review sources: The count of distinct sources from which reviews of the company are gathered or collected. Number of reviews: The total count of reviews received by the company across all review sources. Review data updated date: The date when the review data for the company was last updated by the Snapshot Report. Social Performance Grade: A composite rating that assesses the overall effectiveness and engagement of an individual or organization's social media presence based on various metrics like likes, shares, and follower counts. Total Number of Facebook Likes: The number of likes on the company’s Facebook page. Average Number of Facebook Likes per Post: The average number of likes on the company post on Facebook. Average Number of Facebook Posts per Month: The average number of posts published on the company’s Facebook page per month Average Number of Facebook Shares per Post: The average number of times the company’s Facebook post is shared. Total Number of X Posts: The total number of posts made on the social media platform "X". Total Number of Followers on X: The total number of individuals who follow the company’s profile on the social media platform "X". Total Number of Following on X: The total number of profiles that the company follows on the social media platform "X". Total Number of Instagram Followers: The total number of followers on an Instagram account. Total Number of Instagram Posts: The total number of posts published on an Instagram account. Last Social Performance Grade Updated Date: The most recent date when the Social Performance Grade was calculated. Instagram Data Last Updated Date: The most recent date when the data regarding Instagram was updated. Facebook Data Last Updated Date: The most recent date when the data regarding Facebook was updated. X Data Last Updated Date: The most recent date when the data for "X" was updated. Google Business Profile claimed: Indicates whether the company has claimed or verified its Google Business Profile. SEO local search grade: A grade or rating indicating the effectiveness of the company's SEO strategy specifically in local search results, assessing factors like local listings, citations, and geographical relevance. SEO daily organic traffic value: The estimated value of organic traffic received by the company's website daily as a result of SEO efforts. SEO number of organic keywords: The total count of keywords for which the company's website ranks organically in search engine results pages (SERPs), excluding paid advertisements. SEO organic clicks per month: The total number of clicks received by the company's website from organic search results in a given month. SEO organic domain ranking: The ranking or position of the company's domain in organic search engine results, often based on factors like domain authority, relevance, and backlink profile. SEO data updated date: The date when search engine optimization (SEO) data for the company was last updated by the Snapshot Report. Technology IDs: Unique identifiers assigned to categorize or classify the technologies used by the company on its website, such as software platforms, programming languages, or IT infrastructure. Technology IDs updated date: The date when the list of technology identifiers associated with the company was last updated. Snapshot latest expiry date: The expiration date of the most recent Snapshot report created for the company. Snapshot latest created date: The date when the most recent Snapshot report was created for the company. Snapshot latest snapshot ID: The unique identifier assigned to the most recent Snapshot report created for the company. Website data last updated date: The most recent date on which the website's data was updated. Website grade: An overall rating of the website based on various factors by Snapshot. Website mobile speed: The speed at which the website loads and performs on mobile devices. Website desktop speed: The speed at which the website loads and performs on desktop computers. Website is secure: Indicates whether the website has security measures in place, such as an SSL certificate, to protect user data and ensure safe browsing. Website is mobile friendly: Indicates whether the website is optimized for use on mobile devices, ensuring a good user experience on smartphones and tablets. Website has video: Indicates whether the website contains video content. Website has phone number: Indicates whether the website displays a phone number for contact purposes. Website has physical address: Indicates whether the website displays a physical address for contact or location purposes. Website link to Instagram: Indicates whether the website has a link to its Instagram profile. Website links to X (formerly Twitter): Indicates whether the website has a link to its X (formerly Twitter) profile. Website links to Facebook: Indicates whether the website has a link to its Facebook profile.

Please note: If a business is listed as a service area business on the Google Business Profile directly, it will not be found by Reputation Management, and therefore will not pull into the Snapshot Report. This is 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.  If you have checked Service Area Business in the address section of a client's Business Profile, our system will continue to attempt to make a match to your business listing and pull them into our platform. If the address on an external listing source accurately matches the information you have listed in the Business Profile it will be pulled into our platform and marked as an accurate listing.   If the address does not match what is on the listing source, the listing will be marked as a 'listing found with possible errors' and will need to be edited on the external source.  

What are logic steps? Logic steps give you options to delay or branch a workflow. For example, waiting 10 days between steps. Delays Delay until an event happens Conditions If/else branch Rate filter Workflow A/B branch End this automation Jump to step Delays Delay -  Allows a workflow to pause for a specified amount of time. After the time has elapsed, the automation will continue to the next step in the workflow. This is useful when actions that caused a trigger take time to fully complete, for instance, populating a Snapshot Report. The time can be specified in minutes, hours, or days. Example When an account is created, wait 30 days, then start an email campaign to ask for a review. How to set up a delay until an event happens step Specify the amount of time and units you want the automation to delay before moving on to the next step. Delay until an event happens Allows a workflow to pause and wait for an additional event to happen for a specified amount of time. A time limit can be specified in minutes, hours, or days. If the event happens, the automation will continue down the ‘event happened’ branch. If the event doesn’t happen within this time limit, the automation will proceed down the ‘event didn’t happen' branch. Example Automation Workflow When an account is added, wait for seven days for a product to be activated. If a product is activated, mark it as a hot lead. If a product was not activated, send an email campaign. How to set up a delay until an event happens step Choose an event to wait for and specify the time limit. If the event doesn’t happen within this time limit, the automation will proceed to the next step. For a more in-depth example of a delay until step that uses data passing, view the Data Passing Article. Conditions If/Else filter The if/else filters add a decision point, allowing the workflow to split into multiple branches. Specify one or more branches with conditions that need to be met before proceeding down that branch. In top-down order, as soon as a condition has been met, the workflow will continue onto that branch. If no conditions are met, the workflow will proceed in the ‘No conditions met’ branch. The workflow may “merge” back together after the branches are 2complete. Example If an account location is Canada, add the account to the Canada list. If the account location is the United States, add the account to the USA list. If the account location is in neither, then notify the assigned salesperson. How to set up an if/else filter Specify one or more branches with conditions that need to be met before proceeding down that branch. (click ‘+Add another branch’ to add more branches). Once you save the if/else branch options, use the ⊕ icons in the workflow to add steps within each branch. Rate filter Split the workflow into separate paths depending on the number of times that step has been reached. If you turn off the automation, the rate counts will be reset. Example Trigger automation every time an order is created. If an account has submitted more than 50 orders in the past 5 minutes, notify a salesperson of potential fraud. How to set up a rate filter Choose an entity that the rate filter will be checking on. ‘Any account' means as soon as this automation has reached this step X times, the requirements are fulfilled. ‘A specific account’ means that each account will be counted separately. The other entities work the same way, choosing ‘any order’ means as soon as this automation has reached this step X times, the requirements are fulfilled. While ‘a specific order' will count each order separately. Then specify the number of times the entity can reach this step and the duration of time that we will be checking. Workflow A/B Branch Split the workflow traffic into separate paths. Example When a new account is created, send 70% of new accounts the ‘tried and true’ email campaign. Send the other 30% of the ‘new experimental’ email campaign to see how it compares in effectiveness. How to set up an A/B branch  Use the sliders to specify what percentage will go down branch A and what percentage will go down branch B. End this automation This step will end the automation. It will immediately jump to the “End” step. Example Within an If/Else: if an account location is Canada, add the account to the Canada list. If the account location is the United States, add the account to the USA list. After the branches merge back together, start a campaign for the account and create and activate freemium products. If the account location is in neither Canada nor the US, then notify the assigned salesperson and immediately end the automation (so that no products are activated). How to set up an End-step Simply add the end step to the workflow using the ⊕ icon. Optionally add a reason for ending the automation run. Jump to step Redirect to another workflow step in the automation up to a maximum number of times. The automation will end if the maximum is reached. There can only be a maximum of 10 jump steps in automation. Example When a product has been activated, delay up to 10 days until payment has been made. If no payment has been made, notify an admin, send a reminder email, and jump back to the delay step up to 3 times. How to set up a jump step. Simply add the end step to the workflow using the ⊕ icon. Choose a named step in the workflow to jump to and specify the maximum number of jumps made.