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CRM in Partner Center Overview

The Contact and Company page To access the new CRM, navigate to Partner Center and click on "Customers." Here, you can find two options: "Contact", and "Company." 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.  
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Billing

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

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.  
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Vendasta Academy

Discover your new opportunity The Vendasta Academy is designed to educate both entrepreneurs and agencies about digital marketing strategy and guide learners through the Vendasta platform. The Academy tells a story—the story of you, our partners. We designed and will continue to design, courses tailored to meet your unique needs as you navigate the platform and grow your journey with Vendasta. Join the learning community, build your knowledge of the Vendasta platform, and become an expert in helping local businesses. These courses were designed to supplement your experience in the Vendasta platform. In addition to our Resource Center and onboarding opportunities, these courses will guide you through the platform and provide you with answers to some of your most frequently asked questions. You can also instantly apply the knowledge you learn through interactive platform activities. We see the Vendasta Academy as a learning initiative that not only impacts the success of your agency but the success of local businesses as you help them grow and scale. Let's learn, lead, and conquer local—together.   Go to the Academy Why is it important? Taking courses in the Vendasta Academy offers these benefits and more! Beginners are welcome and encouraged to join the community Online instruction allows you to progress at your own pace Learn from the comfort of your home, and at any time of day Learn from experts in sales, digital marketing, and e-commerce platforms Apply what you're learning within the Vendasta platform to solidify your knowledge Share what you've learned, or want to learn, with other agencies in our Vendasta Community  Which courses can I take? We've grown our course catalogue to 8 courses, and we're designing new courses every week.* Our courses explore platform products and dive into digital marketing strategy. The next set of courses will focus on sales and success strategies.  If you are new to the platform, we recommend starting with our cornerstone course: "Get Started with the Vendasta platform." This course will introduce you to our platform, white-labeled products, adding your sales team, and billing and payments. We also just added a course, "Discover your product-market fit," aimed at demystifying the customer journey and breaking down our Local Business Online Toolkit.  *For those of you who have already explored our academy, you may notice the modules have been shifted around to different courses. We apologize for any inconvenience this may cause you—we hope these changes make the learning journey more intuitive.   Our current course catalog includes the following: Get started with the Vendasta platform Grow your agency with the Vendasta platform Brand your platform with white-labelling Organize your teams Add your client accounts & users Learn the basics of billing and payments Discover your product-market fit Master the customer journey *NEW* Adopt Product-Led Growth as your business strategy #ProtectLocal with the Local Business Online Toolkit *NEW* Set up your store for success Create, navigate, and manage products Showcase your products (previously "Set up your store for success") Help your clients be found Increase client findability with local listings management Demystify SEO and help your clients be found online Help your clients be known Get started with Digital Ads *NEW* Measure ad success with Advertising Intelligence Elevate online presence with Social Marketing Help your clients be trusted Empower businesses with Reputation Management Engage clients' customers with Customer Voice Help your customers convert more clients Build fast, secure, and robust WordPress sites with Website Acquire leads Provide instant value with Snapshot Report Harness the power of Marketing Automation How can I access the Academy? To access the Vendasta Academy: Go to https://academy.vendasta.com/ or select Academy from the apps menu in Partner Center. Use your Vendasta platform credentials to sign in.     Go to the Academy
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Local Marketing - SEO

Partners will see these videos displayed in the SEO section of the Snapshot Report. These videos can also be embedded throughout your website (instructions provided below). Below are four versions of the video with different region-specific voice-overs, as well as one version with no voice-over audio.   North American voice-over   Australian voice-over   British voice-over   South African voice-over   No voice-over   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 on 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.  
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Available Automation Steps: Actions your automation can take

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 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 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
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Automations: Logic Steps

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.
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Which products are APIs available for?

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  
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Listings: how listings are matched for a Service Area Business

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.  
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Edit salesperson contact information

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 > Sales > 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. 
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Why is it important to submit the proper Business Category or TaxonomyID?

Submitting the proper Taxonomy ID will help ensure that the sources add the business’ listing to the proper category within their site. This ultimately allows users to easily find their business listings. Avoid selecting ‘other’ as a business category as some sources do not support this category type and this may result in the business not being found on unsupported listing sources.  The listing recognize certain business categories and a mismatch in business categories will result in syncing incompatibility with the listing sources. It is also important for competitor analysis in the Snapshot report. If competitors selected for comparison have different business categories, it will not provide the analysis.
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Customize your prospects' experience

By default, your prospects can request access to Business App from the Snapshot Report. That way, they can explore the platform to discover all of its benefits first-hand. You have the flexibility to customize your prospects’ experience from account creation to Business App access. To customize your prospects’ experience: Go to Partner Center > Administration > Customize. Click on the Sales section to expand the options. Click Edit Default Marketing and User Experience. 4. Follow each of the steps in the wizard. 5. Click Finish (you may also preview first).      Customize the Experience
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Accounts vs. Companies in Vendasta: What you need to know

Within the Vendasta platform, the terms "Accounts" and "Companies" are foundational elements, each serving a distinct role in how you interact with the platform. Understanding the differences between them can enhance your experience and streamline your operations. Accounts: Billing relationship An Account in Vendasta is a legacy entity that has been the backbone of our platform for many years. It is the administrative record that encompasses the billing, service provisioning, and historical data for our clients. Key Aspects of Accounts: Billing Center: Accounts are tightly integrated with our billing systems. They are where all financial transactions, product activation, invoices, and billing details are managed. Back-end Foundation: While not directly visible in the front end, Accounts support numerous essential functions behind the scenes. Legacy Features: Many of the platform's original features and processes are designed around the Account structure, such as Opportunities, Orders, and Snapshot Reports. Companies: Customer relationship A Company is a newer concept introduced with our updated CRM system, designed to serve as the primary interface for managing client relationships. They focus on customer interaction, sales management, and operational details that support the growth and maintenance of your business connections. They contain the majority of data you would typically find within the accounts.  Benefits of Companies: CRM-focused: Companies center on managing your interactions and opportunities with clients. Visibility and Access: Provide a more intuitive and streamlined user experience for relationship management activities, such as engagement and keeping information up to date. Future vision: While already capture most of the information from accounts, the goal is for Companies to become your 'Single Source of Truth' for business representation on our platform. The Distinct Roles Accounts: These are mainly used for handling your financial dealings on Vendasta. This covers billing details, product activations, and payment histories. To initiate these processes, you will need to create an account from the company if not already created. Companies: These are centered on building and maintaining customer relationships. They help you track potential leads and manage ongoing client interactions through the activity timeline. This is the interface you’ll engage with the most. Currently, you can perform some actions, like generating Snapshot Reports, managing opportunities, and processing orders on the company page via the company’s associated account. We're in the process of expanding this to include automation, product activation, project tracking, and invoice management in the same manner, which will consolidate your workflow into one convenient page. For any further clarification or assistance, our Support team is always ready to ensure your Vendasta experience is both proficient and pleasant.
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Available Automations Triggers List: Actions that start your automation

Automation triggers are specific actions that start your workflows. There are numerous triggers to choose from, and we're frequently adding more.  Some triggers are simple and are ready out-of-the-box, while other triggers may require specifying trigger options. Learn more about triggers here. Below is a full list of all currently available Automations Triggers: what the trigger is, an overview of what it does, any special cases, and example use cases. For some triggers, we may have a linked article with more detail on how the trigger works Trigger Overview Special Cases Example Use Cases Businesses       An account is created Starts the workflow when an account is created. The trigger is not able to detect likely duplicates (e.g. Jim’s Mowing and Jim’s mowing) When an account in Quebec is added, tag the account as possibly needing a salesperson fluent in French. An account is added to a list Starts the workflow when an account is added to a specified list. The trigger will not fire if the account begins on a list. When an SMB is added to the High Touch Client list, assign an experienced salesperson. An account is charged for a product Starts the workflow when a client account has been charged for a product   When a product, for instance, Reputation Management, is added to an account, an invoice is sent to the client. A user is active in Business App Starts the workflow when a user logs into Business App   When a user logs into Business App, a notification is sent to the assigned Salesperson A customer asked a question Starts the workflow when someone sends a message through here in the Business App. This was an original hot lead that has been migrated into built-in automation. When a user clicks the help button, assign a fulfillment agent to follow up. A user is added to an account Starts the workflow when a user is added to an account. If a user is removed from the account and then re-added, the automation may fire a second time. An SMB wanted a staff member added to their account to help administrate purchased products. When the partner adds the staff member to the account, an email campaign with helpful information is started. A company is created  Starts the workflow when a company is created.   When a company is created with missing data, assign a task to a salesperson to reach out and acquire that information. A contact is created Starts the workflow when a contact is created.   When a contact is created with missing data, assign a task to a salesperson to reach out and acquire that information. Campaigns       There’s activity on a campaign email Starts the workflow when a campaign email is opened or clicked. Open and click can be differentiated. Only CTA clicks are counted. It is not possible to differentiate which link is clicked. There may be multiple users within the account, but the trigger only fires for the first user to click (unless the “run multiple times per account” setting is checked).  Learn more about click tracking A campaign has been sent to prospective leads. When a lead clicks the email, assign a task, a salesperson, and mark as a hot lead.  Fulfillment       A fulfillment project status is changed Starts the workflow when a user changes the status on a fulfillment project.   A fulfillment manager changes the status of a client fulfillment project from 'open' to 'in progress'; the assigned Salesperson receives an email updating them on the project status. A fulfillment project for an order changes status Starts the workflow when a user changes the status on a fulfillment project order.     A fulfillment task status is changed Starts the workflow when a user changes the status of a fulfillment task.   A fulfillment manager changes the status of a client fulfillment task from 'in progress' to 'complete'; the assigned Salesperson receives an email updating them on the task status. Products       A user on the account views a package Starts the workflow when an SMB views a package in the store in Business App. This was an original hot lead that has been migrated into built-in automation. When an SMB shows interest in Website Pro, send a promotional email with a discount. A product is activated Starts the workflow when a product is activated. (This includes custom products enabled by the partner) A product may be activated multiple times, but automation settings may mean the trigger is fired only once. When a website trial product is activated, send an email advertising web development services.  A product is deactivated Starts the workflow when a product is deactivated. (This includes custom products enabled by the partner) A product may be deactivated multiple times, but automation settings may mean the trigger is fired only once. When a high-profit product is canceled, notify a salesperson to follow up and investigate. A shopping cart is updated Starts the workflow when someone updates a shopping cart in the marketplace. The shopping cart only includes the product marketplace. When a shopping cart is updated, wait until an order is placed. If no order is placed after three days, send a follow-up email. Sales       An opportunity is created or status changed Starts the workflow when an opportunity is created, moves into a new pipeline stage and/or is closed. If an opportunity begins in the indicated pipeline stage the automation won’t run. When an opportunity is identified, upgrade the hotness level of an account. A sales order status is changed Starts the workflow when a sales order status changes. The sales order may originate from one or any source. If the sales order begins with the indicated status, the automation may not fire.  When an order is drafted, wait up to 24 hours for the order status to move to pending. If it hasn’t been issued after this time, create a task to investigate why the order wasn’t completed.  A user on an account makes a payment Starts the workflow when a customer makes a payment. The payment can succeed or fail. None When a payment fails, begin a Dunning process (i.e. using multiple actions) to ensure payment is collected. A sales task status is changed Starts the workflow when a sales task has its status changed to a specified status. The task’s assignee and task name can also be specified for the event. The corresponding “Delay until an event happens” action that uses this trigger doesn’t currently allow assignee and task name filters, due to the task event being a resource that is fetched and used as output data on the trigger but similar infrastructure doesn’t currently exist on the “delay” action. When a task named “follow up” and assigned to “Joe Smith” changes its status to waiting on the customer, send an email letting the customer know. A Snapshot Report is created Starts the workflow when a Snapshot Report is created All snapshots generally start as F ratings. This is because web scraping takes time. Users are advised to add delay steps after this trigger to ensure more accurate ratings are available. When a Snapshot Report is created, create a task to schedule a follow-up call. Assign a fulfillment agent to that task. Manual        Automation is triggered manually Starts the automation for an account when you click start. If you put filters on the automation it may not fire even if you hit run. You need to go to the account itself to trigger the automation manually. The automation also needs to be ON before it will appear in the search box on the account’s landing page. When a salesperson feels that an account will be an important lead, they manually trigger an automation that creates an opportunity, notifies other salespeople, assigns the most experienced fulfillment agent, and adds the account to the Important Clients list. Advanced       It’s triggered via API for an account   API Documentation  
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Getting Started: Using Sales & Success Center

By using Sales & Success Center as your customer relationship manager (CRM), you and your sales team can easily keep track of your touchpoints with your prospects, forecast your revenue with opportunities, and start closing deals. Follow this guide to understand the basics of getting set up in Sales & Success Center. Getting Started Checklist Add salespeople to your team Create sales teams (optional) Become familiar with the Sales & Success Center account page Log sales activity Create opportunities Create proposals Manage sales tasks Learn more to engage with your prospects Back to top. Add salespeople to your team Salesperson users are able to access Sales & Success Center and leverage all of its features. The video above showcases how to add users to your team of all types, including salespeople. Go to Partner Center > Administration > My Team Click Invite team member One-by-one, you can add your sales team by adding names and email addresses, and selecting “Salesperson” as their role If you leverage markets, you must select the market the salesperson is in You can optionally send them a welcome email so they can log in right away Selecting the sales manager option will allow them to view data for other salespeople. Learn more. Back to top. Create sales teams (optional) Sales teams allow you to group your salespeople for ease of using assignments, automation, and leaderboards. Go to Partner Center > Sales > Sales Teams Click Create Team Create a team name and select a market (if applicable) Click Create Click into your newly created team Click Add Team Members Select the salesperson users you wish to add Click Add Team Members Once you have a sales team in place, you can use them in automations like the Assign a sales team step or filter to view a team’s performance in Partner Center > Sales > Leaderboard. Learn more. Back to top. Become familiar with the Sales & Success Center account page There is a lot of functionality to be found when you access an account in Sales & Success Center. To access it, go to Partner Center > Sales > Open Sales Center OR log in to your branded Sales & Success Center URL. On the left menu, go to Accounts and then click on any account to explore or take actions. The video above provides a walkthrough of the account page to help you become familiar with it. Check out these articles for more information on actions you may want to explore: Assign business priorities Check recent activity Pin a card (like notes or contacts) Back to top. Log sales activity Logging sales activity and notes is an important step to ensure you are keeping track of touchpoints with your prospects and clients. Go to Sales & Success Center > Accounts. Search for the customer account. Under the account, click Log a call, email, or meeting. You will also see this option on the account details page underneath "Recent Activity". Select the type of activity, and indicate if you successfully connected with the customer. Add detailed notes about the activity. You can dictate your notes by clicking on the microphone icon on the right of the add notes field. Associate the activity with a sales opportunity, if applicable. Indicate if follow-up is required. If follow-up is required, create a task(s) to follow up on. Click Add. You can log sales activity from your email by adding sent@snapshotreport.biz as a BCC to your sent email and forwarding client emails to received@snapshotreport.biz. For more information on logging sales activity via email, click here. Hint: Yesware makes it easy to add a BCC and log your email activity automatically. Learn more. Back to top. Create opportunities Opportunities help you track the expected revenue and help you to forecast your sales. Go to Sales & Success Center > Accounts > Account Name. By Opportunities, click the New icon +. Opportunities can also be created in the Actions menu. You can choose the packages the opportunity pertains to using Select packages. Enter the quantity of that package that will be purchased should the salesperson close the opportunity successfully. Click Next. Enter the opportunity's Pipeline, Stage, and Expected close date. Optional – Enter additional details by expanding Details. You can enter the Opportunity Name, the salesperson to assign the opportunity to, a description of the opportunity under Overview, and add tags. Click Create. Now that an opportunity exists, it can be viewed from Sales & Success Center > Accounts > Account Name > Opportunities or from Sales & Success Center > Pipeline. Learn more. Back to top. Create proposals Provide your prospect with a proposal to help you showcase your solutions and close the deal. Create new proposals using Vendasta’s Proposal Builder, fully integrating your existing packages and products alongside marketing material provided by vendors in the marketplace. You can even leverage pre-built proposal templates that are tied into some of our recommended packages. Go to Sales & Success Center > Proposals > Manage Proposals Click on a template or click the blank proposal Name your proposal Choose an account that the proposal is prepared for If there is a user on the account, you can also optionally select a user as the recipient Click Create From here you can create your own content or edit the existing content in the template. Check out our Proposal Builder Overview for a detailed breakdown of Proposal Builder’s features. When you’re ready to send out your proposal to your prospect… Click Send for… Choose Customer approval Under Send To add one or more recipients You can choose from users on the account or you can type in email addresses Personalize your email content by updating the subject line and email text. Click Send in the top right corner Learn more. Back to top. Manage sales tasks Tasks will help you and your sales team keep track of their work and followups. Tasks can be created during the “log sales activity” step above and will be visible on the Tasks card on the associated account page in Sales & Success Center. Tasks can be created and managed from a unified overview as well: Go to Sales & Success Center > Tasks Create new tasks by clicking Create task in the top right corner Set the task name Choose an account (optional) Set the due date Choose an assignee Click Save Adjust filters to narrow or broaden the tasks you are viewing Click + Add filter Choose filters based on salespeople, sales team, due date, or status of the task Click the X on any filter card to remove filters Manage tasks Click status on a task to update tasks to Open, In progress, Waiting on customer, or Completed Click the Assignee to change the salesperson assigned to a task Click the trash can icon to delete the task Hint: If you or your sales team prefers to view their tasks in a calendar view, rather than a list, they can go to Sales & Success Center > Calendar. From there, they can see the number of tasks due on each day of the month, create tasks, and manage tasks as well. Learn more. Back to top. Learn more to engage with your prospects As you leverage Sales & Success Center as your customer relationship management platform to log and track your sales activity, opportunities, and proposals, you can leverage powerful marketing tools like the Snapshot Report and email marketing automation to engage with your prospects and existing customers. Check out the next getting started guide. Create Snapshot Reports. Send email campaigns. Back to top.  
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What to do when an incorrect Listing or Review appears

How does Reputation Management determine if a listing belongs to a business? We use Best Match—an algorithm that compares the business name, address, phone number, and website to the information found on the listing—to determine if a listing is relevant to a business. Should this process find a potential listing that is relevant to the business, it will appear in Reputation Management. How does it work? All sources with enough information to match the anchor data will be ranked and considered as “potential listings.” This means that some listings may be pulled in that do not belong to that given business. The unrelated listings will be considered relevant until they have been reviewed and selected as “not mine,” by the user. This can be done in the Listings tab of Reputation Management. This is why it is important to audit the listings before sending or sharing Snapshot Reports and before walking a new client through the Reputation Management dashboard. You can read more about this process here: How Best Match compares business information to potential listings. How can this affect the business profile? An incorrect listing or a review from an unrelated business may show up in the Snapshot Report A review for an unrelated business is pulled into Reviews in Reputation Management An unrelated business listing is pulled into Listings in Reputation Management What you can do: Open the Reputation Management account. Go to the Listings tab. Review all of the listings. If you find a listing that doesn't belong to the business, click the menu and click Remove this match. What you can expect: The Snapshot Report, if still active, will update within 24 hours If the Snapshot Report needs to be viewed before the update takes place, you can manually remove the particular source with the incorrect listing from the report. Learn how to edit the Snapshot Report here: How to Customize a Snapshot Report Unrelated reviews in Reputation Management will be immediately removed The unrelated listing will no longer be monitored.
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Sample Prospecting Process

Are you looking for guidance when building your prospecting processes? A clear step-by-step process can help your salespeople succeed. Help your team build a routine by writing out each stage of the selling journey, then adjust and automate as necessary. Here is a sample prospecting process to get you started: Create Account - Ensure business information is correct and complete to your best knowledge. Assign Salesperson - Ensure no hot lead notification is missed. Add User - Add the business contact as a user on the account. You can choose to send the welcome email now or later. Activate the Local Business Online Toolkit - This will give the user a selection of freemium products to test and will establish value early on. Add the account to an email campaign - Automations like drip campaigns can save time and help you pounce on the hottest leads and most engaged customers. Start with Snapshot Report or Local Business Online Toolkit campaigns. You can save time by using a campaign with a Snapshot Report creation event included in it. Create Snapshot Report - If you do not create Snapshot Reports via email campaigns, create them manually before going to speak with a prospect. They need 24 hours to fully populate with data. Some agencies choose to run Snapshot Reports only for engaged customers or they charge for the digital audit, this is up to you. Customize Snapshot Report - From Partner Center or Sales & Success Center, go over the Snapshot Report and customize it to ensure the order of topics and contents of those topics match the conversation you want to have with the prospect. Call, Leave Voicemails, Email Prospect - It is important to call, text, leave voicemails, and email the prospect repeatedly. Try to set up a cadence where you reach out once or twice a week (or more often in some cases), always leaving notes indicating your efforts in Sales & Success Center. Try to schedule a meeting with the client to go over their Snapshot Report as soon as possible. You can use tools like the Street Level Sales Deck to give your meeting structure. Prescribe Solution - After researching the customer’s business, running a Snapshot Report, and listening to their pain points/goals, give a recommendation for a solution. This can be a pre-existing package in your store, or you can offer to create a custom combination of products to best suit their needs. You can create a detailed proposal using our Proposal Builder. Purchase Solution - When ready, your customer can either purchase their package via the store tab in Business App, or, you can invoice them for it and activate it on their behalf. Additional Tips Once you have your steps written out, you will see opportunities for Automations. You could automatically assign salespeople, send email campaigns when prospects take certain actions, and more! Check out our Automation Examples and Academy Course to get ideas. Help your prospects login to Business App for the first time. Show them where to connect their accounts, view the Executive Report, access product dashboards, and adjust their notification settings. Our Marketing Services team also offers Dashboard Walkthroughs to help your clients get started. Adjust user permissions to simplify or customize the Business App dashboard. This is useful when your prospect is not tech savvy, or you’re giving access to a prospect’s team member to use just one of the product dashboards. For example, if a law office wanted to give their receptionist access to Business App so they could post to Facebook using Social Marketing. When using the Local Business Online Toolkit, create a sense of urgency by telling your prospect that it is a 1 month trial. Set up check-in calls each week to see how their trial is going.   Further Reading 8 Prospecting techniques for digital media sales 12 Best Tips for Prospecting Mark Roberge’s 5-step sales process to win more deals Lead response time stats: 5 minutes or less Reengagement email templates and tips to reengage old leads
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Local Marketing Stack (South African Voice-over)

This versatile set of marketing videos will help you sell more products across the local marketing stack—listings, reputation, social, website, advertising, and SEO. South African 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: Australian British French Canadian North American   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 on 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.  
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First Contact, Follow Up & Closing

How does your sales team start prospecting? Do you have the prospect’s email address? What about their phone number? In this webinar, we’ll discuss the differences between pitching in-person versus over the phone. Learn about techniques to discover the decision-maker, and formulate an elevator pitch on a solution based on Snapshot Report. Then, follow up and close with a package that best suits their needs.       
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List Actions

The following List actions are available from Partner Center > Businesses > Lists by clicking the Menu icon  next to the List. Export Account Data Add Tags Add to Campaign Pause Campaigns Create Multi-Location Group Create/Refresh Snapshot Trigger Automation Activate Product Activate Addon Change Market Delete Export Account Data Creates a downloadable CSV with the current data of all accounts in the List. This export contains the following information: Company Name Address City State Country Code Zip/Postal Code Work Number(s) Website Salesperson Email Customer Identifier Active Products (Listing Builder, Social Marketing, Reputation Management) Account Identifier Tags Toll-free Number Description Short Description Landmark Payment Methods Services Brands Hours of Operation Healthcare fields (if applicable) After selecting Export Account Data, you will be taken to the List’s History page. Once the export has finished, you will be able to download the CSV by clicking the Menu icon , then Account NAP/Product CSV. Add Tags Allows you to add tags to every account in the List. This is useful should you wish to use tags to filter accounts later. Add To Campaign Allows you to add the List to an email marketing campaign. This will add all the users and contacts that are assigned to the accounts in the List to that campaign. Learn more Pause Campaigns Allows you to pause a currently active campaign for all the users and contacts that are assigned to the accounts in the List. It's little confusing with the status when it's paused. "Paused" will not appear as a separate status, but if there is a campaign in "ongoing" status, pausing it will change the status to "published". Create Multi-Location Group Allows you to create a Multi-location group based on the List. After selecting this option, you will be given the choice of how you would like to segment the group. Here, you can choose either Geographic Region or Account Tag(s). Create/Refresh Snapshot Depending on the state of the account, one of three things will happen: If there has never been a Snapshot Report created for the account, a new Snapshot Report will be created. If an account has previously had a Snapshot Report that has expired, that Snapshot Report will be refreshed. If an account currently has an active Snapshot Report (created in the last 7 days), that account will be skipped. Trigger Automation Allows you to trigger a specific automation for each account within the List. There are a number of useful ways you can utilize automations within Lists. To learn more about this click here.  Activate Product Allows you to activate a single product on each account within the List. If an account already has the selected product active, that account will be skipped. However, you can do a fresh activation and not and edition change with this functionality. Please be aware that activating a product will result in a charge appearing on your next bill. For this reason, please be sure that only accounts you wish to activate the product for are in the List. Activate Addon Allows you to activate a single addon on each account within the List. If an account already has the selected addon active, that account will be skipped. Please be aware that activating an addon will result in a charge appearing on your next bill. For this reason, please be sure that only accounts you wish to activate the addon for are in the List. Change Market Allows you to change the market the accounts in the List are assigned to. This is useful if you have created a new market and are looking to move accounts to it. Delete Allows you to delete the List. Please be aware that the accounts in the List itself will not be removed; only the List the accounts are assigned to will be deleted. This action is irreversible, so please be sure you wish to fully remove the List before selecting.
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