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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, “email@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.)
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 TextNote: 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.
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
What is it? The email builder in Partner Center has been redesigned with a drag-and-drop block editor and instant preview 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 redesigned 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 and adding a new "custom email" you will be automatically taken to the new version of the email builder. You can return to the old editor by clicking "return to old editor," but templates created with the old editor cannot be edited in the new 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. After creating a content block, the block can be moved around to re-order the content and the change will instantly appear in the preview pane.
In Partner Center, several icons will help you navigate the system. See the chart below to learn about what each icon means. Icon Description Send Feedback - This allows you to submit feedback directly to Vendasta. These ideas directly influence how we develop and expand on our offerings. Help - Allows you to access Vendasta's Resource Center, submit a new Support Ticket, or view any of your currently open and previous tickets. Tooltip - Hovering over this icon provides additional insight into the associated feature. Expand - Expands a selection to reveal additional options. Filters - Open the filters for the current page. Saved Filters - This allows you to save the current filter settings or manage previously saved filters. Add User - This allows you to add a user to an account. Listing Distribution - Reflects the status of the account's Listing Distribution subscription. Clicking this takes you to "Account Details". View Snapshot Report - View the current Snapshot Report for an account. Create Snapshot Report - Create a Snapshot Report for an account that has not yet had one generated. This will continue to update for seven (7) days. Please be aware that a charge will be added to your next bill. Refresh Snapshot Report - Refresh the current Snapshot Report, allowing it to update for the next seven (7) days. When greyed out, an active Snapshot Report already exists. Please be aware that a charge will be added to your next bill. Reputation Management - The account's Reputation Management subscription. This will be one of four colors: Blue - A paid Reputation Management subscription. Clicking this icon will take you into Reputation Management. Purple - A demo Reputation Management subscription. This runs for seven (7) days before expiring and aligns with the Snapshot Report's status. Red - An expired Reputation Management subscription. The account will no longer check for updated listing information or reviews and does not permit information within Reputation Management to be changed. Grey - An inactive Reputation Management subscription. Local SEO - The account has an active Local SEO subscription. Social Marketing - This account has an active Social Marketing subscription. Menu - Displays additional options. Impersonate - Access the platform as the associated salesperson or user. You will see the system exactly as they do. Toggle On - The corresponding setting is on. Toggle Off - The corresponding setting is off. Grid View - Display items on the page in a grid. List View - Display items on the page in a list. Search - A field that allows you to input search terms. Edit - Edit the associated information. Clear/Delete - Clear a field or remove information. Add/Enable - Add or enable a feature or item. Enabled - A feature or item is currently enabled.
To allow your customers to log in and experience their new products in Business App, you’ll need to get them set up with login credentials. When is the right time to give them access? As soon as possible! Business App is built to support businesses out of the box, meaning they'll have access to reporting, your product catalog, and in-depth guides as soon as they've logged in. Create user credentials To create user credentials: Go to Partner Center > Businesses > Manage Users. Click Create User in the upper right of the screen. Complete the form with the user's information: First name Last name Email Phone Welcome message Select whether you want the platform to send a welcome message to your customer. If Send Welcome Message is selected, the platform will send a welcome email to the user. This email contains a link to log in to Business App. Upon clicking this link, the user can set their password. Enter a custom message for the top of the welcome email (optional). Click Create User. After creating the user, you will land on the User Permissions page for the user you've created. From here, you can add any business accounts that the user needs access to: Click Add Account Select the account(s) that your customer needs access to in Business App Click Add Accounts Your customer can now set their password and log in to Business App through the link in the welcome email. You can find your Business App URL below the title on the Businesses > Manage Users page in Partner Center. Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. Learn more Create a user Resend a welcome email Your customers may already have access to Business App—they can gain access when they click on a call-to-action in the Snapshot Report. If this is the case, you have the option to resend the welcome email. This allows your customers to reset their passwords and then log in to Business App. To resend a welcome email: Go to Partner Center > Businesses > Manage Users. Find the user that should receive the welcome email. Click on the Menu icon to the right of the user. Click Resend Welcome Email. Click Send. Resend Welcome Email
Vendasta's Platform has four levels of access, each with its own login. Administrators Administrators, or admins, are top-level users designed to manage all aspects of their Vendasta experience. They are given access to the powerful Partner Center dashboard, enabling them to efficiently manage their clients. They have the ultimate control when it comes to tailoring how salespeople and users access the platform, as well as what features are available to them. With full permissions, an admin can perform the following: Can view and edit automations Access to dashboard Can manage company billing Able to customize platform Can view and edit company profile Can access marketplace Can enable products Can manage accounts and users Can manage marketing Can manage sales Can manage task manager Can manage groups Can create and manage admins Can manage orders Can manage retail billing You can customize each admin to have access to specific features by altering their permissions. * Please note that certain features may be limited to partners on select subscription levels. Salespeople Salespeople have mid-level access to the platform. They are the primary representatives your clients will communicate with, which is why we created the Sales & Success Center dashboard. This allows your salespeople to accomplish the following: Add prospects Manage assigned accounts Create, refresh, and configure Snapshot Reports Launch email campaigns Log calls, emails, meetings, and other sales activity Create opportunities Submit orders Add account notes Store contact information View their sales pipeline Schedule Meetings Access valuable training resources The URL for the Sales & Success Center can be customized. To view the current URL, navigate to Partner Center > Sales > Salespeople. Please note that Salespeople and Sales & Success Center are only available on select subscription levels. Users Users have low-level access. They are given access to Business App, allowing them to do the following: View their business' recent activity View their Executive Report Access and order products Browse the store and make Purchases Configure their customer List Schedule Meetings Edit their Business Profile Configure notification settings Add notification recipients The URL for Business App can be customized. To view the current URL users can use to access Business App, navigate to Partner Center > Businesses > Users. It will be displayed at the top of the page. Digital Agents Digital Agents have access to Task Manager, allowing them to do the following: View all fulfillment tasks and projects for their customers. Filter tasks to view only tasks and projects assigned to them. Create tasks and projects. Edit task and project statuses. Update fulfillment notes. Create recurring tasks and projects. Create project templates. Assign accounts, tasks, and projects to Digital Agents. To view the login URL for Task Manager, navigate to Partner Center > Tasks > Users.
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.
To create an Acquisition Widget: Go to Partner Center > Marketing > Acquisition Widgets. Click Create Widget in the upper right corner of the screen. From this point, creating a widget involves 3 steps: Configure, Design, and Embed. Configure Fill in the form: Widget Name Market Assigned salespeople The campaign that will be sent to new leads Confirmation Landing Page URL Set any tags to be applied to the new accounts Select whether the widget should create a Snapshot Report for new leads (toggle this option on/off). Select whether the widget should be enabled (toggle this option on/off). You can also enable/disable the widget at a later time. Select any products that should be activated automatically for new leads. Click Save and continue. Design Tailor the widget to the design of your website. Once it appears how you'd like, click Save and continue. Embed Copy your widget embed code, then click Finish. Paste the embed code into your website's HTML to embed the widget on relevant pages throughout your website. Tip: Create dedicated landing pages for the Acquisition Widget and link to it from advertising campaigns, social posts, blog posts, and email signatures. When a lead submits their information through the widget, the widget will notify the assigned salespeople so they can get in touch with the lead ASAP. Simultaneously, a new Snapshot Report will be created, the lead will be added to the customer acquisition campaign of your choice, and/or products will be activated, depending on your configuration. Create a widget
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.
When one of your customers creates an account from your Public 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'.
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.
When we set up your white-label, we will ask you about your preferences for the URLs your clients, prospects, and salespeople will see. Note: Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. There are two options: Option 1: Default URLs Predetermined domains with a customizable subdomain. Partners typically choose this option if they do not already own a domain or they simply need to get started immediately. Here are some examples: Reputation Management: [partnername].steprep.com Social Marketing: [partnername].socialsmbs.com Local SEO: [partnername].pdqs.mobi Business App (client dashboard): [partnername].smblogin.com Sales & Success Center (salesperson dashboard): [partnername].snapshotreport.biz The square brackets indicate the words you can change. Option 2: Custom URLs Fully customizable subdomains and domains. Partners typically choose this option if they already own a domain as well as access to its DNS settings. If you choose this option, please tell us your preferred domains for each product. You can customize the subdomain as well as the domain (as long as it is a domain you own). To give you some ideas, our partners typically choose the following formats: Reputation Management: [reputation].[yourURL.com] Social Marketing: [social].[yourURL.com] Local SEO: [m].[yourURL.com] Business App (client dashboard): [login].[yourURL.com] Sales & Success Center (salesperson dashboard): [sales].[yourURL.com] The square brackets indicate the words you can change. Fill in this form to send us your preferences, after which we will email you TXT and CNAME records, along with instructions on how to enter them into your DNS settings.
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 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 custom email or Add Snapshot Report You will immediately enter the New Email Builder, or you can further edit your campaign by returning to old editor if the template is a legacy template. If you selected Return to old editor, continue reading below. If you selected Snapshot Creation, skip ahead to Step 8. If you clicked Add custom email, continue reading below. Give the email a descriptive and recognizable title in case you ever need to use this template for other campaigns. Your prospects and customers will never see this title. Write a subject line that’s clear and concise. Write your email. Add Dynamic Components to personalize the email. Learn more Click Preview to see what the email will look like. Once you’ve finished, click Save. If you selected Snapshot Creation, 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.