What is it? The email builder in Partner Center has an easy-to-use drag-and-drop block editor to make it easier than ever to create emails that convert! Why is it 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. Using content blocks All email content is placed in content "blocks." 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!   

The Snapshot Report incorporates both a header and footer that you can customize via the Partner Center Customization options. Go to Partner Center > Administration > Customize Once in the customization menu, go to Sales > Snapshot Banner To begin customizing the header, open up the 'source code' option (<>) Insert your custom HTML into the 'source code' and click Ok Click Save & Continue Note: Remember to use the 'Preview' feature available before saving your changes, to use in-line or scoped CSS when adding your custom source code and that any images must be externally hosted. Sample HTML Text Note: To change the background colour, find this piece of code div class="call-to-action" style="background: #3FAAE0;. Replace #3FAAE0 with the hex code for the colour you'd prefer as the background. 

The 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! 

Most likely, the account had a Snapshot Report created, 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.

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.

Core Web Vitals are a set of real-world, user-centered metrics that can help to quantify key factors of a user's experience. They focus on three areas: speed, responsiveness, and visual stability. Google combines these factors in determining search ranking as they help provide a holistic picture of page experience.   The Core Web Vitals data is collected and updated every 28 days. This means that the scores reported on the Snapshot report are what Google measured in the previous 28 days. So if recent changes have been made to improve these scores, they will not be reflected immediately.    

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. Review these resources to perfect your pitch You’ve scheduled the presentation and now you have some time to strengthen your pitch. Use the Resources tab in Sales & Success Center to learn more about the products and packages you sell. You’ll find handy resources like sales presentations, scripts, and case studies for each product. You might also benefit from these webinar recordings: How to Prospect Perfecting Your Pitch First Contact, Follow-up, and Closing Building Trust in Prospects Dealing With Objections Deliver your presentation The day has arrived—it’s time to make your pitch. Before the call, equip yourself with the sales tool(s) of your choice: The prospect’s Snapshot Report. The street-level sales deck and script. Sales materials from the Resources tab in Sales & Success Center. A product to demo live (Standard products, etc.)  

Preparation for discovery calls increases your chances of booking additional meetings and signing new clients. Follow this helpful checklist to make sure you're ready to meet with your prospect. Step 1. Review Snapshot Discover pain points based on letter grades. Understand where their successes are in order to acknowledge and congratulate them for doing a great job. Step 2. Search for the Business on Google Check to see if the Google Business Profile has been claimed. (If it has, connect it in Business App while on the call with the prospect to showcase the marketing funnel and how many views that page has received.) Showcase reviews, sorted by "newest". Determine if they are generating recent reviews. (Reviews older than 6 months are not likely to be considered when a consumer is making a buying decision.) Determine whether or not reviews are receiving responses. Check if Questions are being asked/responded to on the Google Knowledge Card. Look at Google posts (if any) and determine if they are recent. Step 3. Facebook Page (If Applicable) Check Community, Followers & Likes. Showcase reviews. Determine if they are generating recent reviews (Reviews older than 6 months are not likely to be considered when a consumer is making a buying decision.) Determine whether or not reviews are receiving responses. Showcase posts. Determine the recency of posts and engagement. Is there a "call now" button or an appointment scheduler option? If so, where does it take you? Step 4. Website  Is it mobile/desktop optimized? (Check it both on your computer and your phone.) Do they showcase their reviews? Can an appointment be made? Do customers fill out a form or choose a date in a calendar? Can you click the phone number to call? Does it have e-commerce? Step 5. SEO (Search Engine Optimization) Open an incognito window. Ask what they would search on Google if they didn’t know the name of their business. Search for those keywords and showcase where they rank. Do they get business from nearby towns or communities? Do the same search using those community names and showcase where they rank. Step 6. Ads Check to see if any of their competitors are showing up with a search or display ad. Next Step: Have a discussion with your client. Connect accounts in Business App! Helpful Questions to Ask: How do you acquire new business?  Do you rely on referrals? Who is currently in charge of your digital advertising and social media? (If responding to reviews or comments on Facebook.) Who does your review responses/Facebook posting? (If this work is completed internally.) How many hours a week is spent on that? Have you encountered any roadblocks such as multiple individuals sharing the duties and needing to provide logins to all of them? Or have you had to change passwords when someone no longer works for the business? What exactly do you want your website to generate/provide? What is the strategy you want to take? (online appointment booking, virtual tours, information only, online purchases) What is your current marketing/advertising budget? Do you have the capacity to double your business? Would you want to? With regards to flyers/mailers, how much do you spend on those?

This versatile set of marketing videos will help you sell more products across the local marketing stack—listings, reputation, social, website, advertising, and SEO. Australian partners will see these videos displayed throughout the Snapshot Report. You also have the flexibility to embed the new videos throughout your website (instructions provided below). We have several regionally appropriate versions of the same video available for use. You can check them out here: British French Canadian North American South African   Listings   Reputation   Social   Website   Advertising   SEO   How to embed these videos To embed these videos on your website: Start the video. Hover your cursor over the video to show the play bar. Click the Share button in the bottom right corner. Select Embed. This will automatically save the embed code to your clipboard. Paste the code into the HTML of your website. When we update the video to highlight the latest features, it will automatically update your website as well! If you would like to hide the Embed button once you've embedded it on your website, please enter:?plugin%5Bshare%5D%5Bon%5D=false at the end of the URL.  

We have a great collection of example templates that can get you 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.  You can use this article like a manual to help provide some extra context as you create your own automation in the platform. Current Examples Blank template Set up new accounts Filter accounts based on account data Send a campaign to an account Send a product education campaign Segment active leads into a list Notify your team when a Business App user is active Notify stakeholders of missing connections in Business App Offer solutions to new accounts without websites Notify your team about opportunity changes Notify your team about failed payments Create a new fulfillment project Systematize your sales process Nurture cold leads 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 Account, Order, or User; this will be the base of what your automation looks at and affects. Your automation will first require a trigger (the condition that kicks off the rest of the workflow) and steps (the actions that your trigger is taking.  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. Create this automation Back to top 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.   Create this automation Back to top Filter accounts based on account data 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.   Create this automation Back to top Send a campaign to an account 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 this automation Back to top 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.   Create this automation Back to top 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.   Create this automation Back to top Notify your team when a Business App 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!   Create this automation Back to top Notify stakeholders of missing connections in Business App This automation will check 14 days after an account is created whether or not the account has their Facebook or Google Business Profile connected in their Business App. If either of these are not connected, a sales task is created for the assigned salesperson and you can choose an email campaign to send to the Business App user to let them know the connections are still required. You may wish to alter the trigger condition for this automation so that it does not trigger for every new account created. Setting the automation to trigger when an account is added to a list or when a product is activated can be a great way to narrow down its scope. Also note that the No branch of this automation refers to both Facebook and Google Business Profile being connected. You could add steps on this branch to notify members of your team that these profiles are connected and remind them to follow any next onboarding steps.   Create this automation Back to top 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.   Create this automation Back to top 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.   Create this automation Back to top 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 this automation Back to top 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.   Create this automation Back to top Create a new 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.   Create this automation Back to top 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.   Create this automation Back to top Nurture cold leads 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. (Note that by sending Snapshot campaigns, standard rates apply beyond your allocation.)   Create this automation Back to top

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.

  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.  

Inbox in Business App users can easily access their review request links from Customer Voice when composing messages. Why is it important? With Customer Voice now available in Inbox Messages, local businesses have the flexibility to send a review request from their Inbox to their customers to help boost the business’s online reputation. How does it work? Go to Business App > Click Inbox Messages > Open an existing conversation or create a new message. Click on the review icon displayed below the message composer, and a list of available review request links will appear. Select the preferred review link you want to insert in the message composer Things to Note Customer Voice Pro will provide all review links available. If no review links are available, you’ll see an error message: “No review links found. However, you can configure links in Customer Voice." If the Customer Voice product has been white-labeled, the custom name and icon will be used Who has access to it? This feature is available to active accounts with Customer Voice Standard or Pro and at least one review link configured in Customer Voice. Examples of review links are: The user account has a snapshot report. User logs in to Local SEO. User has access to Reputation Management Standard or Pro enabled FAQ Q: Does this feature use the changed (white-label) product icon and name that has been set for Customer Voice? A: Yes. If the Customer Voice product icon and or name have been customized, this feature will show correctly.

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.

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.    

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.    

Automation steps are the events that you want to happen whenever your workflow starts (after the trigger event happens). You can add multiple steps to a workflow, but you need at least one. Automations will perform the steps from the top down.  This article goes through the complete list of automation steps that can accompany each trigger. See the full list of triggers here. We have a few video examples of how to configure these steps here.    Step Overview Special Cases Example Use Cases Accounts & Users       Set account lifecycle stage* Sets an account’s Lifecycle stage to a specific stage, i.e.: Lead, Prospect, Customer   When an opportunity is created on an account, set its Lifecycle stage to Prospect Campaigns       Send a campaign for the user Starts an email campaign for the specific user who triggered the automation. The email campaign system only allows a campaign to be sent to each account once.  If the campaign is already paused, nothing happens. When a user is interested in a product, start an email campaign advertising the product. Send a campaign to the account Starts an email campaign for the account and all users and contacts associated with it. The email campaign system only allows a campaign to be sent to each account once. If it has already been sent, nothing happens. An error occurs when a campaign is sent to an account without users. This can be seen in the activity log. When Website Pro is activated, send the “How to Use Website Pro” campaign Pause a campaign for the user Pauses an ongoing email campaign for the specific user who triggered the automation. The email campaign system only allows a campaign to be sent to each account once. If the campaign is already paused, nothing happens. When a campaign email is clicked, stop the campaign. Pause a campaign for the account Pauses an ongoing email campaign for the account and all users and contacts associated with it. The email campaign system only allows a campaign to be sent to each account once. If the campaign is already paused, nothing happens. When an opportunity is closed for the account, stop the “Prompt First Contact” campaign CRM       Create Company  Creates a company in the CRM. Duplicates are not checked. This just blindly tries to create the company. Company name is a requirement. Using a 3rd party CRM and something happens in that CRM so you want to create a company in our CRM to mirror that one.  Fulfillment       Create a fulfillment task for the account Creates a task in Task Manager. The fulfillment agent (a person assigned to the task) may be the default agent or a specific individual. If the assigned agent does not exist, no one will be assigned. When the “Design a Business Card” product is activated, assign the partner’s primary business card designer. Create a fulfillment project for the account Creates a project in Task Manager. The project will be created based on the selected template. If Task Manager is not active, it will be activated. If this action is twice in a single workflow, this will result in a rejected activation. When the Website product is activated, create the Website Builder project from the Website Builder template Pause or cancel Task Manager account Pauses or cancels a Task Manager accountPause - Stop generating product based tasks and projects, such as review tasks for Reputation Management. Manually created tasks and projects can still be created for a paused account.Cancel - Stop any new tasks or projects from being created and close all the existing tasks or projects.     Add account to Task Manager Adds the account to Task Manager, allowing for tasks to begin generating.     Lists       Add the account to a list Adds the account to a list. If the account is already on the list, nothing happens. When a payment fails, add the account to the “Overdue Payments” list Remove the account from a list Removes the account from a list. If the account is not on the list, nothing happens. When an email campaign does not receive a response, remove the account from the “Responsive Accounts” list. Notifications       Notify a digital agent Sends both an in-app and email notification to a fulfillment agent. Consider using the generic send notification actions instead once taken out of draft as these are more flexible. There is only limited support for items that can be used within {{ braces }}. When a website design product is activated a fulfilment agent who can design websites is notified. Notify a partner admin Sends both an in-app and email notification to a fulfillment agent. Consider using the generic send notification actions instead once taken out of draft as these are more flexible. There is only limited support for items that can be used within {{ braces }}. When a high-income product is deactivated, notify partner administrators so they can investigate. Notify a salesperson Sends both an in-app and email notification to a salesperson. Consider using the generic send notification actions instead once taken out of draft as these are more flexible. There is only limited support for items that can be used within {{ braces }}. When an opportunity is created for a French-language client, notify French-fluent salespeople. Products       Activate Standard products Activates a specific Standard product Only Standard products are allowed When an account is added to the “Wants a Website” list, activate Website Standard. Activate a product Activates a product for the account. Can be configured to prevent a product from being activated multiple times within a specific timeframe Paid products are allowed. This can result in unwanted billing if this is misconfigured When an account is created, automatically add products to it. Deactivate products Deactivates a product(s) for the account.  The product can be turned off immediately or at the end of the current billing cycle. Allows for both paid and Standard products When a trial period ends, deactivate the trial product. Sales       Assign a sales team Assigns a random salesperson from the indicated sales team to the account. If the account already has a salesperson, they can optionally be replaced.   When a trial product is activated, assign a salesperson from the team responsible for that product. Assign a salesperson Assigns a specific salesperson to the account. Multiple individuals from across multiple teams can be selected, in which case, one will be randomly assigned. If the account already has a salesperson, they can optionally be replaced.   When a highly technical product is activated, assign a highly knowledgeable salesperson. Log activity and hotness rating Logs a business activity and increases the hotness rating (if the existing rating is lower than the new level). Hotness ratings cannot be decreased using this step. This is to ensure that manually assigned high-hotness ratings are not accidentally downgraded. When an email campaign is clicked, mark the account as a hot lead. Create a sales task Creates a task for a salesperson. The salesperson can be a specific individual or the default person assigned to the account. If there is no assigned salesperson no one will be assigned to the task. When an email campaign is clicked, create a task to follow up on that lead. Unassign salespeople Removes all salespeople from the account. None When an opportunity is closed, remove all salespeople from the account. Create a sales opportunity* Creates a sales opportunity for a salesperson. The salesperson can be a specific individual or the default person assigned to the account. If there is no assigned salesperson no one will be assigned to the task. When a user signs up for Business App on a partner website, a sales opportunity will be created for a salesperson. Close all sales opportunities Closes all open opportunities as Closed - Lost None When an account is added to a “Closed Opportunities” list, close all opportunities as lost. Create a proposal Creates a new proposal based on an existing template None When an account is created with a specific category, create a proposal using an existing template Tags       Add tags to the account Adds a tag to an account. New tags can be specified as well. When creating a new tag the tag name must be selected from the dropdown list that appears, much like the user would for any other tag. If the tag is already on the account it will not be added again. When an account is added outside of the partner’s city, tag as “Remote Client” Add tags to the order Adds a tag to an order. New tags can be specified as well. When creating a new tag the tag name must be selected from the dropdown list that appears, much like the user would for any other tag.   If the tag is already on the order it will not be added again.   When an order is created for a new client, tag as 'New Client'  Remove tags from the account Removes a tag from an account. If the step is removing a tag that does not yet exist (e.g. one specified in “Add Tags”) it will not appear in the dropdown list. It can, however, be specified manually. If the step is removing a tag that does not yet exist (e.g. one specified in “Add Tags”) it will not appear in the dropdown list. It can, however, be specified manually. Remove tags from the order Removes a tag from an order. If the step is removing a tag that does not yet exist (e.g. one specified in “Add Tags”) it will not appear in the dropdown list. It can, however, be specified manually.   Inbox       Send an Inbox message Sends a message into a conversation between you and the account, viewable by all participants. Message is sent as coming from the assigned salesperson. If there is no assigned salesperson, the message appears as coming from your company. Send a helpful welcome message when a user logs in for first time, or a new account is created. Send a public system message Publishes a passive system message in a conversation between you and an account, viewable by all participants.   Useful for showing and logging key events in a conversation for all participants to see, as well as for an auto-responder that sets expectations for response times. Sales Orders*       Activate products for the order Actives the products on an order after it's been approved.     Add tags to the order Adds tags to the order.     Approve the order Approves the order after pre-set conditions have been met.   A sales order must be completed before being approved. Archive the order Archives an order that has been completed.     Decline the order Declines the order when pre-set conditions have not been met.   If an order has been declined, the Salesperson will be notified to make the corrections before re-submitting for approval. Submit the order for admin approval After an order has been completed, it is sent to the account admin for approval.     Delays       Delay until an event happens Allows a workflow to pause and wait for an additional trigger for a specified amount of time. The time can be specified in minutes, hours, or days. Like an if-else branch, delay-until steps have an EVENT HAPPENED and EVENT DID NOT HAPPEN branch (equivalent to the YES and NO branches, respectively). The delay-until step also merges after these branches. If the automation is switched off mid-delay, the workflow will instantly stop. No steps after the delay will be executed. When an account is added, wait for seven days for a product to be activated. If a product is activated, mark as a hot lead. If a product was not activated, send an email campaign. After either branch completes, remove the account from the “New Accounts” list. Delay Allows a workflow to pause. This is useful when actions that caused a trigger take time to fully complete, e.g. populating a Snapshot Report. The time can be specified in minutes, hours, or days.  If the automation is switched off mid-delay, the workflow will instantly stop. No steps after the delay will be executed. When a Snapshot Report is created, wait two days for the report to populate then send an email campaign about the report’s contents. Conditions       If/else branch Adds a decision point, allowing the workflow to split into YES and NO workflows. The workflow may “merge” back together after the branches complete. The conditions that can be specified in the if/else branch are the same as those in a trigger’s condition (trigger filter) If no steps exist in a branch that is followed, the automation will still count as having been run for an account. If the user is trying to run the automation only when a specific set of conditions is true for the first time, specify these in the trigger’s condition (trigger filter)  When a Canadian account is added, check the location. If the location is in a French-speaking region (YES branch), assign a French-speaking salesperson. Otherwise (NO branch) assign an English-speaking salesperson. After either branch completes (merge step) add the account to the “Canadian Clients” list Jump to a step Redirects to another workflow step in an automation. Limits the number of times to jump to prevent an infinite loop Has an upper limit of number of times a jump can occur, allowing for 1-100 times in an automation.    Rate filter Split the workflow into separate paths depending on a rate count condition If an automation. is turned off, the rate counts will be reset. If a user has been sent more than 5 in-app notifications in one day, prevent more notifications Workflow       A/B Branch Adds a split to the events moving through an automation so that you can run an experiment based on a percentage of those events   You’ve created 2 onboarding campaigns and want to see which one performs better. The trigger is Account Created, then set up an A/B Branch of 50%/50% and on each one of those branches, you can start the different campaigns. End this automation         Walkthroughs Assign a sales team Automation Assign a Salesperson Automation Log activity and hotness rating Automation Create a sales task Automation Unassigned Salesperson Automation Create a sales opportunity Automation

Billing Contact Payment Method Billing Metrics Estimated Usage Active Subscriptions By Account By Purchase FAQs Each of the following options can be accessed from Partner Center > Administration > My Billing. Billing Contact The Billing Contact button allows you to set your company’s information as it will appear on invoices. This includes company name, business address, and contact. Payment Method The Payment Method Edit button will allow you to change your payment method. You can add additional payment methods as well as remove any that are currently saved. We currently accept Visa, Mastercard, and Amex. Billing Metrics On the Metrics tab, you can view a breakdown of how the markets and products you're selling are performing for the month. This is useful for analyzing which products are your best performers, allowing you to ramp up attention to those that are doing best, or to focus on improving products that aren't performing as well as expected. This screen is broken down as follows: Market - The market the product is assigned to. This is only available when the Group by market option is selected. Product - The product the row pertains to. Churn - The percentage of accounts that have had the product deactivated that month. Retention - The percentage of accounts that have retained their subscription to that product since the previous month. Starting Balance - The number of accounts that had the product active at the start of the month Activations - The number of new activations of the product since the start of the month. Total Billable - The sum of the starting balance and activations that month. Deactivations - The number of subscriptions for the product that have expired or been canceled. Estimated Usage The Estimated Usage tab breaks down how much you’ll pay at the end of the month based on the products currently active. Keep in mind that this estimate does not include any charges that pertain to managed services. Active Subscriptions The Active Subscriptions tab is designed to show you which products are part of the current billing cycle. It allows you to easily see which products were active on an account during the month, as well as when those products will expire (if they are set to).   By Account Under the heading 'By Account' you can see the number of currently activated paid or free products under each Account as well as the monthly renewal total for that account. Clicking on an account will allow you to see the breakdown by product and which day of the month any given product is set to renew. By Purchase When you activate a product for an account (except for “one-time” products), that product will be scheduled to renew automatically based on its billing frequency (i.e., monthly or yearly). If you cancel a product before its renewal date, that product will continue to remain active until that date, at which time it will deactivate automatically. At the beginning of each calendar month, we’ll invoice you for all of the products that were activated or had automatically renewed in the previous calendar month. Example If you activate Reputation Management for an account on June 24th, it will be scheduled to renew on July 24th, and we’ll invoice you for that one month of access (i.e., June 24th to July 23rd) at the beginning of July. If you cancel Reputation Management before its renewal date of July 24th, it will remain active until July 24th, but we won’t invoice you at the beginning of August. If you don’t cancel Reputation Management before its renewal date of July 24th, it will automatically renew, it will be scheduled to renew again automatically on August 24th, and we’ll invoice you for that one month of access (i.e., July 24th to August 23rd) at the beginning of August. FAQs What payment methods are accepted? A credit card is required on file for all partners. We currently accept Visa, Mastercard, and Amex. For further concerns, feel free to direct them to billingsupport@vendasta.com.  How will I be invoiced? Billing reports for the previous month are generated on the 1st of the month. Invoices are then sent to you by the 10th of the month. The monthly invoice contains the following: One-time Snapshot Reports at $2 each. Software and service fees for activated products (monthly, yearly, and one-time). Monthly and one-time Digital Ad campaign fees, if applicable. Digital Advertising fees are pre-charged prior to any work beginning. To get a mid-month estimate on your upcoming invoice, check Partner Center > Administration > Billing > Estimated Usage. Need to double-check your cost of goods and services? Swing over to Pricing on the Administration page. Pro Tip: Digital Agency is billed on a single line item and all markets are invoiced together by default. If you require a deeper accounting breakdown, please contact your Account Representative to discuss your options further. Please note that when activating products billed monthly, you will receive a full month of service even if you cancel. Because of this, we do not prorate pricing. Will I be automatically charged? Yes. Each month, we will send your agency invoice(s) that include your subscription and any active products and services. We will then charge the credit card on file.  If you have a dispute with your current invoice, please contact billingsupport@vendasta.com prior to the Due Date in the top-right corner. What currency do you bill in? Our prices reflect USD. If you’re an agency outside of the U.S. and have questions about our pricing, please contact us. Are there any separate email-sending fees? Not at all! With Vendasta, you can send an unlimited amount of emails on campaigns at no charge. However, you can supercharge your prospecting efforts with Snapshot Report, which costs $2/account. How will my first invoice be processed? Your onboarding fee, if applicable, will be charged immediately. Monthly invoices will be emailed around the 1st of the month: Subscription is billed for the current month (For Invoiced partners, software fees are charged for the previous month) Important: Your first invoice will also have a prorated subscription fee for your signing month plus a full subscription for the following month. Is the wholesale cost of products charged on a per-client basis? Our products are charged on a per-account basis, not per user. For example, you can activate Reputation Management once for the business Joe’s Flowers, but grant unlimited access to everyone who works for Joe. What if my product activation fails, will I still be charged? The wholesale billing for instant billed partners happens when the product activation is initiated. In the event that your product activation fails, either due to an activation error or a billing error, the system will automatically trigger a refund for the product activation in question.   For monthly billed, or invoiced partners, the failed product activation will not be calculated on your monthly invoice.