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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 > Accounts > 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 > Accounts > 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

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

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

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

This article breaks down each section of the Executive Report in an easy-to-understand format. The Executive Report is the client’s single source of truth for the state of their online presence. It gives clients a rollup of everything happening across their digital marketing channels week-to-week, or month-to-month. This report is white-labeled, so it's automatically generated under your brand. This automated report gives clients a first-hand look at the return on their investment—it’s a great way to build trust, position yourself as an expert, and show how you’re delivering results each month.   Why is the Executive Report important?Give your clients relevant, personalized, actionable data at the right time. The Executive Report is your secret weapon for engaging with your clients, continually proving your value to them, and retaining them for longer. Our study revealed that partners who use the Executive Report and connect a data source like Google Business Profile see a 51% increase in client retention rates over 24 months compared to those who do not use the Executive Report.By receiving proof-of-performance reporting consistently, you are providing your clients with evidence of the value you bring to their business and engaging them in your Business App offering.   When is the Executive Report sent out?The Executive Report processes a lot of data. While we do our best to ensure it's ready to go at month's end, you may notice a 2-3 day delay before receiving your monthly report. When the Executive Report is received, it will contain data for the entire month. The monthly Executive Report usually goes out between the 1st - 3rd days of each month. The weekly Executive Report is sent out on Mondays. The Executive Report may be sent outside of business days as it recognizes the start of each month, not specifically Monday-Friday. NOTE - Accounts with active products generally trigger Executive Reports to be sent, however, for accounts with only Local SEO active, users will not receive any Executive reports if they don't have any changes in data as changes in the data are needed for a new executive report entry. If there are no changes from the previous month for any specific section of the report, the section will not populate the report for the current month. When is new data updated in the executive report?New data appears in the Executive Report automatically when supporting products are activated on an account, and some time has passed to allow for the ingestion of data. Times to get data vary based on the product.We support custom data integrations via API. If you have a database that you’d like to connect to the Executive Report, you can work with your Account Manager for a custom integration via our Marketplace APIs. What does the Executive Report look like?   What Products are included in the Executive Report?Products that push information to the Executive Report include: Reputation Management Local SEO Google Business Profile (via Local SEO) Website Pro Advertising Intelligence Google Ads (via Advertising Intelligence) Facebook Ads (via Advertising Intelligence) Social Marketing Google Ads Robot Marketgoo Metricool SEO Network Instant Website with Facebook Sync PinnacleCart Google Ads for Small Businesses SiteGlue AI Starter SiteGlue AI Pro Alpha SEO - Full-Service SEO QuickBooks What data does the executive report contain?The Executive Report makes it even easier to show clients everything you accomplish for their business, month after month. Features include: More products and more key performance indicators from across the marketing stack, including Reviews, Listings, Social, Website, SEO, and Advertising. Most apps that are active on the account push data to the report. Short-term changes and long-term trends. Compare metrics week-over-week or month-over-month, and use long-term trends to contextualize changes over time, e.g. “You may have received fewer website visits from Google Maps this week, but since you’ve started working with us 6 months ago, your website traffic has more than tripled.” An automated email with relevant highlights is delivered to your clients at the beginning of every week, month, or both. No sign-in is required to view the report, and it’s mobile-responsive, so your clients can view the report from any device. Immediate value on day one After running a Snapshot Report or authenticating a Google Business Profile, useful personalized data will appear in the report in the Business App within 5 minutes. White-labeled with your logo and branding in both email and Business App. Who can receive executive report emails?By default, the Executive Report email will be sent to Business App users under these conditions: Users on accounts with active products that push data to the report, and Users on accounts that have authenticated Google Business Profile or Advertising Intelligence metrics. Viewing and Understanding the Executive ReportOn the top-right, you can choose your date range. In Single-Location Business App – Defaults are weekly or monthly reports. You can also choose a completely custom date range. Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header. Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header. How can executive reports be customized?At this time you cannot customize the Executive report. There is an option to rearrange the sections as a Partner Center Admin, however, you cannot edit or remove sections from the report. How can executive report notifications be turned off? Notifications can be enabled or disabled from Settings, Notification Settings, and Business App. Notification and Sample for Executive ReportBy sending your clients an email notification about their Executive Report, you are prompting them to visit and engage with their Business App, understand where they are performing well and where they should improve, and from there they can take the proper actions, such as an upgrade to a paid product or service with you.When a client receives an automatic notification that their Executive Report is ready, they’ll receive a personalized email that identifies the business’s highlights and areas for opportunities. This will prompt the client to see where they are winning and what areas need improvement. The call-to-action is for the client to view their Executive Report, which re-directs them to their Executive Report in their Business App. They do not need a login to view their Executive Report, but if they click on any button within their Business App, the client will be prompted to log in.

We have a great collection of example templates that can get you started using automations 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 Templates Blank Template Recurring sales task Segment accounts into lists AGOGE task sequence on Company (advanced automation) Nurture cold leads (advanced automation) Systematize your sales process Notify your team about opportunity changes Create a fulfillment project Offer solutions to new accounts without websites Send a follow up email when a form is submitted Notify your team about failed payments Send a welcome message Create a Snapshot Report when a form is submitted Offer a self-service free trial for leads Log activity for sent messages in Inbox Set up new accounts Respond to Inbox messages Notify your team when a user is active Send a product education campaign Send a campaign Create an account when a company is created Get customers to connect Business App Segment active leads into a list Blank template The blank template is the canvas from which you can create your own automations from scratch. When you set up a new blank template, you will be prompted to choose a trigger (the condition that kicks off the rest of the workflow) and steps (the actions that your automation does after the automation is triggered).  To learn more about how to use automation, check out this great article: Getting started with automations. You can also find all of our available triggers and available steps to learn what they do and how they work. Recurring Sales Task This automation creates a recurring sales task on week days from 9 to 5 every 30 days for a full year. You can change how often the task is created by making an edit to the number of days in the delay step.  You can also edit how many times this process repeats by making an edit to the number of times the jump to a step action at the end of the automation. Segment Accounts Into Lists: When an account is created, segment it into one of three lists based on whether the business is located in one of your target markets or not. To use this automation, you will need to create lists that your accounts will be sorted into.  Try using other account data to filter your accounts. For example, you could use custom fields or tags to have the automation segment your accounts. Once sorted, you could create separate automations that activate once an account has been added to a list and create unique workflows based on market segments and more. AGOGE Task Sequence on Company (Advanced Automation): This automation template is triggered manually and creates an opportunity if there isn't one open for the company. It will then follow the AGOGE sequence to create tasks on day 1, day 3, day 4, day 7, day 10, day 14, day 17, day 19, and day 24. It sends a reminder to the assigned salesperson if the task is not completed in 1 day for 5 times. After task completion, it will create another task on the next date on the AGOGE sequence. The sequence will stop when there are no open opportunities in the company or a task isn't completed within 5 days. To use this automation, you’ll need to have a pipeline set up to create the sales opportunity, as well as have a product or package added to the opportunity. Nurture Cold Leads (Advanced Automation): Put a cold lead into a list and see if they engage with a starter email campaign before sending a Snapshot Report campaign. Before you set this up, you need to create lists for your Cold Leads, Warm Leads, and those that Disengage with the campaigns. You also need to set up two email campaigns: a simple starter that drives the prospect to your website, then a second campaign that delivers a Snapshot Report. You will need to have at least one salesperson created.  Note that by sending Snapshot campaigns, standard rates apply beyond your allocation. Systematize Your Sales Process: When an account is added to a list, this automation will help make sure a uniform sales process is followed for that account. With an opportunity and sales task automatically created for the accounts, less time can be spent on administration while still ensuring the data needed is available! To use this automation, you want to set up a list for the accounts you want your salespeople to reach out to and an email campaign that gets sent out after your salesperson has contacted that account. Notify Your Team About Opportunity Changes: When an opportunity status is created or changed in your sales pipeline, this automation will notify the selected Partner Center admins. Tip: You can add another step to notify your sales team too. Create A Fulfillment Project: When a Task Manager task status changes, this automation will create a new fulfillment project from a template. You can specify the status in the trigger options. To use this automation, you will need to create a project template in Task Manager.  You could build upon this automation by adding notifications for your salespeople so that they know what stage your fulfillment team is at or sending out an email campaign to your clients so that they know what to expect next in the project. Offer Solutions To New Accounts Without Websites: When an account is created and the website field is empty, this automation will assign a salesperson and create a task for the salesperson to offer website solutions to the account. To use this automation, you need to have at least one salesperson user on your team. Send A Follow Up Email When A Form Is Submitted: This automation triggers a campaign to be sent to a contact when a new contact is created from a form submission. To use this automation, you’ll need to have a published email campaign that has been activated. Check out our recommended campaigns to find the one that will work best for you or build your own. Notify Your Team About Failed Payments: When an account’s payment fails, this automation will notify the selected Partner Center admins and the assigned salesperson. A task will also be created for the assigned salesperson to follow up with the account. This automation demonstrates the importance of assigning a salesperson to every account. You can use the “Set up new accounts” template to ensure that every new account is assigned. To build upon this automation, you could add steps that cancel products on the account or add tags to the account to flag that they could be at risk of churn. Send A Welcome Message: This automation template triggers when an account is created, it will populate the Inbox in Business App with a welcome message from the assigned salesperson (or your company if there's no assigned salesperson) after a brief 1 minute delay. Create A Snapshot Report When A Form Is Submitted: This automation will create a Snapshot Report when a new company is created from form submission. To use this automation you will need to have Custom Forms set up. Offer A Self-Service Free Trial For Leads: Add accounts to a list and then this automation will give leads who interact with your emails a free trial of Business App and the products you choose!  To use this automation, you will need to create a list for the trigger and use two to three different email campaigns. For the first one, choose an engaging email to get your lead's attention and then provide a ton of value in your follow-up campaign to show them how to get the most out of their free trial. Explore our recommended campaigns to find the ones that you like most, or build your own! After the trial has been activated, the automation will wait until there's a new product activation or upgrade. If there is, send out a thank-you email campaign. If not, then the automation can cancel the products. Log Activity For Sent Messages In Inbox: When an inbox message is sent or received in a conversation with an account, this automation will log a sales action on the account. This will help you track and document the messaging efforts your sales team is having when communicating with clients.  Note: This automation is rate-limited to only once every 6 hours. This can be customized by editing the rate filter step in the workflow  Set Up New Accounts: When an account is created, this automation will assign a salesperson, allow you to activate products, and start a campaign for the account. To use this automation, you’ll need to have at least one salesperson user on your team and a published email campaign. Note that if you select multiple salespeople, it will select one at random. For the email campaign, check out our recommended campaigns to find the one that will work best for you or build your own.  Note: Email campaigns can't be sent if there are no users on the account. That's why the automation has a built-in delay to give you or your team time to add a user. When using this automation, be cautious about which products you activate, because it triggers based on every account created. You can set up conditions in the trigger so that the automaton will only run for certain accounts or you can make sure to select products with no wholesale cost like Listing Builder or Advertising Intelligence. Respond To Inbox Messages When someone from an account messages you through Inbox, automatically reply with a system message to let the user know the message has been received and someone will get back to them. This is great for setting response-time expectations with accounts who message you. It is rate-limited to run once per 3 days but can be customized to any frequency by editing the rate filter step.  Notify Your Team When A User Is Active: When a user is active in Business App, this automation can send a push notification to the assigned Salesperson and log an activity and hotness rating on the account. It is rate-limited to run once per day but can be updated to any frequency. When using this automation, consider adding conditions to the trigger so that you are limiting the number of notifications your salespeople receive. For example, you could set a condition based on certain account tags or even based on a custom field! Note that while this automation shows that the notification sends on a "No" branch, this is to match up with the built-in rate limiting. Your notifications will go out when someone is active, as expected! Send A Product Education Campaign: When a specific product is activated for an account, this automation will send an email campaign to the account to explain how to use the product or to offer additional services. You'll be notified if they click a call-to-action in the email thanks to the built-in automations for hot leads. To use this automation, you’ll need to have a published email campaign that educates the user about the product that has been activated. Check out our recommended campaigns to find the one that will work best for you or build your own. Send A Campaign: When an account is added to a list, this automation will send a campaign to the account. This workflow can help to segment your prospects and customers. For example, you can create a “Reputation Management — Prospects” list, and whenever an account is added to the list, a campaign will be sent to educate them about the benefits of Reputation Management. To use this automation, you will need to create the list and publish the email campaign that you want to use. Check out our recommended campaigns to find the one that will work best for you or build your own. Create An Account When A Company Is Created: When a company is created in the Vendasta CRM, this automation will create an account for the company. This will help prevent errors when this company triggers other automations. Note: the step that creates an account is called “get an account”, if no account exists when this action is taken an account will be created; if an account already exists, a duplicate account will not be created. Get Customers To Connect Business App: When a user on an account makes a successful payment this automation checks if that company has their Facebook and Google Business Profile connected to Business App. If the connections have not been made, it starts an email campaign on a weekday. It also creates a CRM sales task for the assigned salesperson to reach out to the customer and help out with the connection process. This automation will repeat up to 3 times if the connections are still not made. To use this automation, you’ll need to have a published email campaign that has been activated. Check out our recommended campaigns to find the one that will work best for you or build your own. Note: This automation uses the "payment is successful" trigger to help start the automation but any trigger that signifies "this person has become a customer" is appropriate. Note: The automation is only set to trigger once per account so this only happens for the initial sale. Segment Active Leads Into A List: When an account opens an email within a campaign, this automation will add the account to a list. This workflow can help to identify engaged prospects or customers. For example, you can send out an email campaign about ecommerce solutions, and if an account opens an email within the campaign, the account can be added to a “Prospects: ecommerce list.” To use this automation, you will need to select a published email campaign that you want to monitor and create a list that the automation will put your accounts into.  This automation can pair well with other automations that take effect when an account is added to a list. Take a look at a template like “Systematize your sales process” as an example of what the next steps could look like.

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.

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.

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

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

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

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

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

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 Pause Campaign for Company Pause an ongoing campaign for the company. This will action on all of the contacts associated with the company (up to 50). If the campaign is already paused, nothing happens. If the Contact associated is not on that campaign, it will be considered an error and a list of failed contacts will show on the activity. When a company has scheduled a meeting with salesperson, pause an email campaign. Pause campaign for Contact Pauses an ongoing email campaign for the contact. If the campaign is already paused, nothing happens. If the Contact is not on that campaign, it will be considered an error. When a Contact has scheduled a meeting with a salesperson, pause an email 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. Can I export estimated usage?  Yes, you can! In Partner Center, navigate to Administration > My Billing, click on the Estimated Usage tab, then click on the current month highlighted in blue to download a CSV of product usage in the current month. This only shows active products and costs, not estimated usage within products. Estimated usage view and estimated usage CSV downloads are different in values. Estimated usage view in Partner Center displays the monthly estimated cost for the partner whereas the CSV download only counts up to the current date (download date) consumption. 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 Q: 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.  Q: 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. Q: 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. Q: 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. Q: 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. Q: 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. Q: 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. Q: 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.

We have APIs for the following products: Brand Analytics Business App  Partner Center  Local SEO Reputation Management Social Marketing Note: the API does not support all features available in-product for Social Marketing. Read this FAQ for more information.  We do not currently have APIs for the following products/services: Sales & Success Center or the Snapshot Report Task Manager Billing reports

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

When a customer has questions, it's important that they know whom to contact. For this reason, they can find a Salesperson's contact information in each of the following locations: The Snapshot Report sidebar The Snapshot Report printout In Business App In any campaign emails configured to include this information Update salesperson contact information You can update a Salesperson's contact information from Partner Center or Sales & Success Center. Partner Center From Partner Center > CRM > Salespeople, click on the Salesperson you wish to update. Each field on the screen can be updated. Once you are satisfied that the information is correct, click Save. Sales & Success Center From Sales & Success Center, click . Update the appropriate information and click Save. 

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

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