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Yext activation error: "This account has an existing incompatible service in Yext's system"
In this case, since the business owner has an existing relationship with Yext, that relationship will have to be ended before they can start one through Vendasta.
To do this, the business owner (NOT the partner) will be required to send an email to locationconflict@yext.com and let them know they would like to end any existing relationships with Yext.
Once this is complete, you will be able to activate the product through us.
Note: The Partner cannot complete this step on behalf of the business owner, and neither can Support on-Demand.
Resource Center
How to point a New GoDaddy domain to Website Pro
If you recently purchased the domain (or just have never pointed your domain to a site), then these instructions should allow you to point your domain to your Website Pro site. These less specific Domain connection Instructions might be more helpful if your DNS records are not managed in GoDaddy.
Follow these transfer domain instructions if you are transferring your domain from a previous host.
Part 1: Editing your DNS settings on GoDaddy
On GoDaddy, go to Domains > All Domains
Select your domain name from the list to access the Domain Settings page
Scroll down to Additional Settings and select Manage DNS
On the DNS Management page, find the Records section (shown below)
For your bare domain (like “example.com”) which has a “Name” of “@”, create an “A” record and the value should be 34.149.86.124
For a subdomain (like “www.example.com”) which has a “Name” of “www“, create a “CNAME” record and the value should be host.websiteprohosting.com
Click Save to complete the process
To encourage the DNS system on the internet to update quickly you can flush Google’s DNS cache using their Google Public DNS Flush Cache tool.
Allow up to 24 hours for all changes to take full effect. During this time your old host may still be serving your site’s traffic. You can check on the status of your DNS Settings using tools like MxToolbox DNS Lookup or viewing the Domains tab in Website Pro.
Part 2: Configuring your Website Pro Site
Log into Website Pro and navigate to the Domains tab
Click Connect a Domain
Enter the domain name you purchased. Click Add Domain.
Your domain will show up in the table and it will be marked pending while Website Pro gets ready to handle requests on that domain. This should take a minute.
When it can handle requests on that domain it might appear disconnected because Website Pro cannot detect the correct DNS records yet. Once your DNS Records have completely propagated through the DNS system it should appear connected.
It is also normal for your SSL Certificate to be pending at this point. It may take several minutes to obtain an SSL Certificate. If you can’t wait for the SSL Certificate you can expand Advanced Settings and disable Redirect to HTTPS temporarily. It is very important to re-enable this setting because serving traffic on HTTPS is much safer and it improves your site’s ranking in Search Engines.
Click Make Primary on the domain that you want all your visitors to be redirected to.
If you disabled Redirect to HTTPS temporarily in step 5 you should check this Domains tab frequently until the SSL Certificate is marked secure. As soon as you can you should enable Redirect to HTTPS.
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Why isn’t my package appearing when I try to add it to an invoice?
If a package is not using the new package pricing model, based on the retail prices of the individual products contained in the package, it cannot be added to an invoice.
Partners can update their packages to use the new pricing model at any time.
(Note: Packages using the old pricing model also cannot be purchased through the Shopping Cart.)
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Listing and Review sources that support media
Adding visual content to your business listing or using a source that allows customers to add photos and videos to their reviews creates more engaging content for your business and can increase your SEO ranking.
Only certain listing and review sources support media content such as photographs and video. View Vendasta's listing sources that support media by downloading the attachment below.
You can view and edit the sources that appear in Reputation Management and Local SEO for your clients, by logging into Partner Center and selecting Administration > Customize > Listing Sources.
Vendasta's Listing Sources that support media:
Listing_Sources_that_Support_Media.pdf
40 KBDownload
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Image Optimization
When uploading images for social posts, it's crucial to meet the aspect ratio requirements of each platform. If these requirements aren't met, an error may occur, suggesting the need for cropping. While cropping helps, it often results in losing the original image, which can be frustrating. Our enhanced image cropping feature addresses this by ensuring you achieve the perfect dimensions without compromising the integrity of your images. Proper image cropping keeps the visual focus on key elements, enhances aesthetic appeal, and adheres to platform-specific dimensions. This avoids awkward cuts, boosts viewer engagement, and maintains a professional appearance, helping you effectively convey your message.
How does image optimization work?
When a user uploads an image and it does not meet the aspect ratio of the selected social networks show them the error message so that they can click crop and open up to crop the image and select the relevant aspect ratio
When a user clicks the crop icon from the image they should be able to select from four options (Free, Square 1:1, Vertical 4:5, Horizontal 1.91:1)
When posting to Google Business Profile you will see a notice stating: “On submission, Google Business will scale the image resolution slightly without a perceptible loss in quality.”
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Order Form Guide for Marketplace Vendors
This article guides Marketplace Vendors through creating custom order forms to gather essential information from partners during product activation. While helpful for creating custom products for your clients, it is specifically designed to support official Marketplace Vendor integrations.
Order Form Overview
What is the purpose of an Order Form?
Order forms allow you to request specific business information from partners when activating the app. There are also Fulfillment Forms, that allow for information to continue to be collected after the purchase is made. Both the standard Order Form, and Fulfillment Form utilize the same form builder.
When to use a standard Order Form
You should use an order form if you need any additional information upon activation of the product. Some common examples are:
To obtain Reseller or client contact information for fulfillment communication. Note: Automated communications should be handled through the platform. Use the Inbox for general Reseller communication.
Requesting shipping information for physical products
Content gathering for digital advertising products etc.
Baseline configuration settings you require to set up a digital product.
It’s best practice to avoid having an order form if at all possible, as it adds purchase friction. If you absolutely require certain data up front, then try to limit the length of the order form.
Creating an Order Form
1. Navigate to Vendor Center > Product Name > Product Info > Product Activation > Order Form, toggle the Use a custom order form.
2. Choose any necessary Basic Information. AccountID and Company Name are recommended.
These are optional by default to avoid completed order forms from containing irrelevant information. If you require any of this information check them off.
Selecting the Primary Contact will not result in obtaining required contact information. The Primary Contact will automatically populate any existing user on the account.
Selecting Salesperson will only provide you with the Reseller’s assigned Salesperson on the account which will not result in obtaining required contact information.
3. Additional Information fields (optional) will enforce the Reseller to backfill required information on their or their client’s account.
4. To add a custom field, click Add FormField and expand the New Form Field item that will have appeared.
5. The Order Form Footer should be used to include information regarding the order itself such as service level agreements and is displayed to both the Reseller and their client.
Types of Form Fields
There are various types of form fields available. Underneath each is an example of that field as it would appear in Partner Center when activating a product:
Files – Used to request specific files.
Drop Down – A multi-option field where you can add options by selecting Add Option.
Check Box –Allows you to present the user with a single option in the form of a checkbox.
Text Area – An open-ended input that allows users to type long answers. This is especially useful when requesting a description.
Text Box – An input box that allows users to enter text for simple answers. You can add a prefix and suffix to this, as well as add regex validation (answers must be in a specific format).
One example might be that you want users to enter their website. You may start with a prefix of ‘www.’ and a suffix of ‘.com’.
End User – Requires a user on the account to be selected as a designated user of the product. This field is commonly used in tandem with a seat-based billing model.
This can be handy if there is an initial user that needs to be set up with different permissions than all other users on the Account.
If you mark this field as required, and there are no users on the Account it will force the admin to go back and add a user to the Account before they can activate your product.
Requirements
Form Fields can either be left as optional or Required. Requirements are often used for contact information, domains, digital advertising collateral, or shipping information for example.
Which Persona Will See the Order Form?
Each Form Field requires you to choose whether or not the form field is Hidden from end users or Office editable only.
Hidden from end users will hide your question from the reseller’s client, therefore the Reseller must provide a response to the form field. If you require specific Reseller contact information, this option should be selected.
Office Editable Only means end users can see your order form field, but cannot provide a response. Making this selection means you may want the end user to be informed of certain configurations, but not be able to change them.
Asking for Contact Information
You may need to get in touch with either the Reseller or their client if you provide an initial onboarding or the sku is service.
NOTE: Selecting the Primary Contact possibly will not result in obtaining the required contact information. The Primary Contact will automatically populate a random User from the account. You must identify and obtain contact information through a custom order form field. This will also allow you
Creating custom fields will enable you to confirm the Reseller’s communication preference. They may prefer to handle all communications, so you allow them to choose by providing the correct contact information.
If you will communicate with the Reseller OR their client:
Start with a question for the Reseller to identify who you are able to communicate with. This question should be Required and Hidden from end users and works best in the form of a Drop Down form field.
It’s best practice to include a Check Box that is Required and Hidden from end users, for the Reseller to acknowledge that by choosing "End user", you will contact their customer directly, and this will not be a white labelled product.
Lastly, ensure you ask for the contact’s name and contact information as Required and Hidden from end users Form Fields. Here's an example of the full order form requesting contact information if you don't have a preference for which persona you interact with on the project:
If you will be communicating with the Reseller only:
Your questions should be Required and Hidden from end users and include hint text that lets the Reseller know that you will only be in communication with them directly. Here's an example of the full order form when you will only be communicating with the Reseller:
Asking for Passwords
The Sales and Fulfillment Order Forms are displayed in plain text all over the platform. These fields are not a suitable avenue for collecting sensitive data such as Passwords, or certain Account information etc. The best way to obtain this type of information is through an encrypted email inbox or onboarding call.
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Composer: Spell check and grammar tools
To ensure that your social media content is grammatically accurate before the posts go out to review or live, the Composer is compatible with popular spell check and grammar check tools. Previously, when composing a post there was no help to correct the grammatical errors on the post. Now posts can be checked and corrected when they are created with these simple-to-use tools.
Why are grammar tool in Social Marketing important?
When creating social posts across different social providers, it is essential to the business and its customers that the content is presented correctly with no major spelling or grammar errors. Consumers will judge a business by its social posts so attention to spelling and grammar is important.
How do grammar tools work in Social Marketing?
Using these tools will prevent typos in your social posts. Level up your language without switching tools and get suggestions to improve the correctness and clarity of your English posts, powered by Grammarly or Microsoft Editor.
Step 1 - Click on the free version link of the apps listed below.
Grammarly extension - Grammarly: Grammar Checker and Writing App
Microsoft Editor Free editorial software | Microsoft editor
Quillbot Paraphrasing Tool | QuillBot AI
Step 2 - Click the “Add to Chrome” example shown only for Grammarly.
Step 3 - Click “Add Extension” to add as Chrome Extension
Step 4 - Open the app from Chrome Extension.
Step 5 - Edit settings as needed
Step 6 - You will now see Grammarly enabled in the Social Marketing Composer along with the suggested edits.
Who is this available to?
This is available to all Partners with clients that have Social Marketing activated.
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Customize available Listing Sources
How to customize which Listing Sources are available for your clients:
You can customize which Listing Sources are available for your clients from within Partner Center. To do this, go to Partner Center > Administration > Customize > Listing Sources.
Tip: If all of your clients are located in a region where only specific sources are available you are able to only select those sources. This way, when you create individual Reputation Management accounts, you will have fewer sources to switch on or off.
For example, If you are an American company with no clients in Canada, you could switch off all the local Canadian sources.
How to customize the Listing sources that I am monitoring for a specific business account:
Impersonate into the account that you would like to change the settings on.
Go to Partner Center > Accounts > Accounts (Select account) > Reputation Management > Listings > Listings sub-tab.
Here you can turn sources on and off by clicking the box next to the appropriate Listing Source. *Note that some sources here will be selected and greyed out, which means they are not editable.
Why are some listing sources greyed out and unable to be edited?
This happens when our system has found a relevant listing for the given business on this source. If you are sure this source is irrelevant:
Go to Partner Center > Accounts (Select account) > Reputation Management > Listings > Primary Listings.
Find the source you want to remove and select Remove this match for each of the listing matches on that source. This will then allow you to uncheck the source in the Listings > Listings sub-tab.
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Create a new Pipeline
The default pipeline includes four stages: “Lead,” “Contact,” “Qualified,” and “Proposal.” The default percentage is 0%, 20%, 40%, and 60% respectively, and it will show you the revenue forecast based on the percentage of the pipeline stages.
Does the default pipeline not fit your business? Don’t worry - you have the flexibility to create custom pipelines and define your forecast percentages.
How to Create a Pipeline
Go to Partner Center > Administration, click on Pipelines.
Here you can edit the existing pipeline, and you can find the option to create a new pipeline by clicking on Create pipeline. These stages appear in your Pipeline in order of the probability of success you assign them.
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Template Library
It can be hard to know where to start when fulfilling for clients. If you're offering a new service or looking for tips on how to handle existing services, the template library is here to help.
We've pre-made templates you might want to use for your own agency. These can be customized when adding to your collection of templates, allowing you to make sure they match your workflow.
Why is the template library important?
There are some key benefits to using the template library:
You'll have a clearer idea of what goes into setting up a project if you haven't done so before
You don't need to worry about starting from scratch, instead just tweak an existing template to add to your own collection
How to use the template library
The template library can be accessed when adding new templates:
Open Task Manager
Go to the Templates tab
Click Create Template > Select from the library
To start, you'll need to choose your base template. If you're not sure what to go with, we recommend Generic as it's designed to give you a solid basis to make projects that best suit your needs.
Once you've clicked View for the template you're interested in, you'll see the tasks it comes with. Feel free to adjust the template to fit your needs for a particular project.
Please note that any changes you make to the template will only apply to the project you are creating. The template itself won't be altered. Should you wish to save your changes for future projects, we recommend using the project option.
Which templates are included?
Some of the Templates available are:
Listing claim - Designed for agencies that claim listings on behalf of clients
Review requests - Guidance for creating review response templates, approval, and sending
Generic - If you aren't sure where to start with fulfillment work, this template can help you out
Build social media business page - When clients lack an online presence, this can help you set up business pages for them
Social posts - Useful for gathering social media credentials and drafting posts
Website build - This template can streamline building websites for clients through strategic contact points
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Best Practices for Improving Email Deliverability
When an email campaign fails to deliver and is marked as spam, it poses a significant business risk. The last thing you want is for your email to disappear into a spam folder, leaving your recipient unaware of its existence.
In today's digital landscape, the proliferation of email and aggressive marketing tactics have led to more stringent spam filters. Internet service providers (ISPs) and email services such as Gmail, Yahoo, and Outlook automatically block emails they identify as spam, however, the filtering process is not infallible, and common mistakes can result in your email being flagged.
Spam filters now scrutinize the content of your emails, the manner of your writing, and recipient engagement. With billions of spam emails sent daily, achieving reliable email deliverability has become increasingly challenging.
Successful email deliverability hinges on sending the right messages at the right times. Recipient interactions—such as opening, clicking, or marking your emails as spam—play a crucial role in determining whether your emails are classified as spam. Positive engagement increases the likelihood of your emails reaching recipients' inboxes, ensuring your message is seen and acted upon.Top
Reasons Emails Are Going to Spam Folders
Low engagement rates
Outdated or unclean email lists
Content is being flagged (Body of email and subject line)
Use of spam trigger words
Inclusion of attachments
1. Low Engagement Rates
Spam filters can now detect how your recipients are engaging with your emails. This is one of the most common reasons emails go to spam.
If you historically have low open or bounce rates, your emails are much more likely to be flagged as spam. The more email engagement you receive from recipients, the more likely you are to reach their inbox.
Tip: Avoid sending emails to the same addresses that are not opening or engaging with your emails after multiple tries.
You can see details on the campaign activity board:
Email performance and recipient engagement status will tell you exactly who is engaging and who isn’t.
Tip: When sending marketing emails and campaigns, watch your subscriber engagement and ensure that your unsubscribe link is evident. Also, ensure that your IP address is clean and was never used for spam in the past.
2. Outdated or Unclean Email Lists
Keeping your email lists clean plays a huge role in preventing your emails from going to spam.
First and foremost, your email list should consist of legitimate addresses and valid opt-ins from the recipients.
Remember to clean out your lists by deleting all inactive email addresses regularly. If you’re consistently sending emails to inactive accounts, this will significantly hurt your open rates. As discussed above, low open rates are a big indicator of spam.
Go through your email lists every month, clean them up, and delete all inactive addresses to avoid a bad reputation. Stay on top of your email metrics to ensure your email addresses are legitimate and active.
3. Content is Being Flagged (Body of email and subject line)
The content of your emails – both the body and subject line – can contain various flags that set off spam triggers. Spam filters now monitor your messages for spam-like wording and formatting.
Here are the top two behaviors you should avoid to ensure your email doesn’t get flagged as spam:
1. AVOID ALL CAPS! Nobody likes to be yelled at. Avoid all caps in both the body of your text and your subject line. Email filters catch these easily.
2. Avoid using multiple exclamation points!!! This looks very spam-like and just plain unprofessional – for the sake of all of us, try to avoid this.
These are two of the most common patterns in spam folders today.
Another huge spam flag is any type of spelling or grammatical errors. These are not only spam triggers but they’re also not too charming to your recipient. The best way to avoid this is to use tools that flag your mistakes and always proofread.
One option is Grammarly, and it’s great for catching quick errors on the fly.
Lastly, avoid using different colored text. Although some people might think these are eye-catching, spam filters pick these up as indicators of spam.
Keep it simple. Use no more than 3 font styles/colors total per email.
Use Personalization to Boost Email Open Rates and Improve Deliverability
Our top recommendation for perfecting the content of your email is to personalize.
The harsh reality is that 57% of email recipients consider a message to be spam if it isn’t relevant to their needs. So if you’re sending the same mundane messaging over and over again, off to the spam folder you go.
That’s why you need to personalize your messages. This way, spam filters can pick up that you know the recipient you’re sending to. And personalizing your email increases the likelihood of your recipient engaging and interacting with your message.
With advanced personalization features within Email Campaigns and Templates, you can easily personalize your messaging at scale.
Campaigns
Templates
Using templates, you can personalize every email without wasting the time of typing each one separately. Emails with customized messaging for individual recipients see higher open rates and reply rates.
4. Use of Spam Trigger Words
Unfortunately, sometimes the words you use in your emails are what’s keeping you from reaching recipients. This is because of content-based email spam filters.
There are certain words and phrases that you should avoid using in both your emails and email subject lines. But especially your subject lines.
Here are some of our top spam trigger words to avoid using:
5. Inclusion of Attachments
Spam filters are on the watch for attachments. This is because true spam emails often contain destructive attachments, so filters will automatically overreact when attachments are present.
So a good rule of thumb is to avoid attaching files to your prospecting emails. Also, attachments negatively affect the load time of your email, which increases bounce rates.
If the person is expecting to hear from you (someone who has you in their contacts) then by all means attachments are perfectly okay. But never send an email with an attachment to a new contact or in a cold email.
Our tip for if you want to attach a file or document in a cold email is to use a link – link to it with a CTA that directs the recipient to your website.
Tip: To reduce the chance of your email being flagged as spam, we recommend using descriptive links. For example, use Amazon rather than www.amazon.com.
Watch Improved Email Deliverability
With spam filters improving and becoming more refined, it’s always important to stay on top of up-to-date patterns and keep an eye on your email deliverability.
If you’re ever confused about why emails are going to spam – Google recommends looking at the messages that were identified as spam in the past to find patterns.
To finish off, use these tips and best practices in your everyday emailing activities to ensure your emails always reach your recipients’ inboxes.
Don’t let unethical spammers ruin your everyday emailing practices.
If you keep in mind spam filters and what sets them off, personalize all messages with a focus on building relationships, and stay on top of what’s working and not working – you’re set up for success.
Tip: Here’s a guide on Email Authentication to ensure a credible domain.
Resource Center
Listing Sync Pro: International SKU
Listing Sync Pro allows you and your clients to instantly create and update listings on an established network of search engines, social networks, business directories, and navigation systems by creating and fixing listings all within one platform. Listing Sync Pro keeps your listings protected from any third-party changes giving your clients confidence in your service and providing proof of performance.
Though there are multiple Listing Sync Pro plans specific to different countries available, this International package serves as a more general SKU that is available to any business in any country. This is a great opportunity for Partners who will be able to serve more clients and no longer be limited geographically. For more information on this package, click here.
The international plan is available to all Vendasta Partners who are users of Listing Sync Pro. If you have any questions, please reach out to our Support on Demand team.
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Reporting in the Executive Report
Information on your connected digital advertising campaigns will populate in the Executive Report. Impressions, Clicks, Conversions, and Phone Calls (if appl.) will be displayed in the Advertising Intelligence section of the report. Users will be able to click into Advertising Intelligence right from the report if they wish to learn more about the information displayed.Impressions - the number of times people have seen your ads.Clicks - the number of times people have clicked on your ads.Conversions - the number of actions people took on your ads, such as product purchases, newsletter sign-ups, calls to your business, or app downloads.Phone Calls - the number of times people called your call tracking number. (If Call Tracking add-on purchased for the advertising campaign in question.) For more information, please click here.
Executive ReportExecutive Report (Multi-Location)
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What does the Accuracy Report "Source does not have reporting" mean?
The "Accuracy Report" column showcases our independent reporting system. When a listing source is added, our system pushes the Business Profile data to that listing directory. The listing directory can then communicate back to our systems, letting us know that the data was accepted, rejected, or published onto their systems. The “Accuracy Report” column will then report back on that data.
If our system cannot verify whether your Business Profile data was updated on the listing source, you will see the status "Sources does not have reporting." This means that the directory source can not communicate back to us with a status report on the data submitted.
Data submission is the process by which we push data onto listing directory sources through our listing syndicators. Data collection is the process by which our systems explore the internet to collect data in order to verify. Sources like GPS often show "Sources does not have reporting" as GPS sources don’t have a robust data collection process over the internet.
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Find Accounts & Leads
Streamline Local Lead Generation: Leverage the Enhanced "Find Accounts" Feature
Identifying and qualifying potential clients within your local market is crucial for any salesperson focused on local businesses. Previously, creating accounts offered a limited view of prospects. The “Find Accounts” experience will allow users to look for the digital performance of local businesses, including their Google Business Profile claimed status, Google reviews, website, and will allow users to create local businesses in bulk.
How to use the "Find Accounts" feature
Step 1: Go to CRM > Companies, and then click Find Accounts.
Step 2: Type in a type of business, with a location. Any companies that already exist in your CRM will be indicated. To add the new companies, click the box at the top of the screen to select all. Only new companies will be added and no duplication will occur.
Step 3: Select the local businesses that you want to work with and click Create companies.
Step 4: Continue to look for other businesses, or click View companies to go to the company table and start working on the businesses that you just created.
Coming soon: Bulk automation action in the company table which will allow users to conduct different actions in bulk, including creating Snapshot Reports and Tasks in bulk.
FAQs
Q: Can the table list more than 20 results?
A: No - Unfortunately, this is a limitation of the Google API that is used.
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Marketplace - Manage Product Details
The Manage Product Details is your comprehensive guide to managing various aspects of products within the Marketplace. This page serves as a single location for Partners to efficiently navigate customer product settings to better suit their business needs.
Why is Manage Product Details important?
Centralized Management: The Product Info page serves as a centralized hub for partners to manage various product settings, providing convenience and efficiency in product administration.
Customization and Enhanced Customer Experience: White-label branding options to personalize products, and enhance brand consistency, as well as flexibility with pricing, and upgrade paths to streamline the customer experience and align it with a Partners's current process
How to use Manage Products:
Changing Retail Prices of Products
By default, the Retail Price for a product is set by the product’s vendor as the Manufacturer’s Suggested Retail Price (MSRP). If a product is sold at a different price, it is important to set the Retail Price to ensure that the revenue reported in the platform is accurate.
To set the retail price for a product:
Go to Partner Center > Marketplace > Products.
Click on the product that an adjustment to the retail price is required.
Once in the Overview, select the Product Info tab.
By default, changes will be for All Markets unless a Market is selected (If applicable)
Select the Dropdown next to the Edition that will be adjusted, and then Edit
Add a Setup Fee, change the retail price, or adjust the billing period
Save the Changes
Automatically Activate Product
Automatically activate a product for a new business account. When toggled on, the Product will default to ON under the Products tab when creating a new business account.
White-label branding of Products
Certain products in the Marketplace—including many from third-party Vendors—support white-labeling, meaning that Partners can brand, market, and sell them as their own.
To white-label a product in the store:
Go to Partner Center > Marketplace > Products.
Click on the product that an adjustment to the retail price is required.
Once in the Overview, select the Product Info tab.
By default, changes will be for All Markets unless a Market is selected (If applicable)
Enable White-Label Branding, by toggling on Customize the product name and icon
Enter the desired Product Name and Icon.
Save the Changes
** White-Label Branding is available on select paid subscription tiers. Please contact an account manager to see if your subscription qualifies**
Upgrade Paths for Products
Certain products in the Marketplace support the ability to configure upgrade paths between Editions. These upgrade paths appear as modals when a user clicks to upgrade in-product.
To set the upgrade path for a product:
Go to Partner Center > Marketplace > Products.
Click on the product that an adjustment to the retail price is required.
Once in the Overview, select the Product Info tab.
By default, changes will be for All Markets unless a Market is selected (If applicable)
Toggle on Upgrade (On by default), which enables customers to request to upgrade Editions for applicable Products
Choose an upgrade Path;
Self-serve Upgrade - automatically upgrades the account when the user selects this option in the Modal
Contact a Salesperson - connects the user with a salesperson to upgrade
Upgrade to Pro with a custom package - utilize a package in the upgrade path instead of a single product upgrade
Select Customize Modal Content - edit the in-product Modal with Title, Content, Call-to-Action, and Image - Preview available instantly to see the updates
Save the Changes
Free Trials for Products
Let customers explore a select group of products through free trials. Free trials significantly reduce the burden on a sales team and help convert prospects to paying customers. Certain products in the Vendasta Marketplace support the ability to enable and configure Free Trials in the Platform.
To enable free trials for a product in your Store:
Go to Partner Center > Marketplace > Products.
Click on the product that an adjustment to the retail price is required.
Once in the Overview, select the Product Info tab.
By default, changes will be for All Markets unless a Market is selected (If applicable)
Toggle on Offer Free Trial
Features available in each free trial differ per product. Please contact the product vendor for more information on which features prospects will have access to. Once a trial expires, a "Trial Expired" tag will be added in Partner Center, but any upgrade or deactivation of the product is up to the admin.
My Team Access
Allow your Team, including Admins, Digital Agents, and Salespeople to have access to a specific Product across all of your customer accounts. When enabled, your team can access these products from across the Platform allowing for a seamless experience.
To enable Team access for a product:
Go to Partner Center > Marketplace > Products.
Click on the product that an adjustment to the retail price is required.
Once in the Overview, select the Product Info tab.
By default, changes will be for All Markets unless a Market is selected (If applicable)
Toggle on My Team can access
Resource Center
Customize Next Invoice Number
What is next invoice number customization?
Next invoice number customization allows new and existing partners to define the next number sequence for their upcoming invoices. This customization ensures seamless transitions, enhances professional appearance, and maintains a coherent invoicing system for your business.
Common reasons to customize invoice numbers:
Continuity from Previous Platforms: New Partners can continue the numbering sequence from their previous billing system.
Professional Appearance: New Partners can avoid starting their invoice number sequence from 001.
How to customize the next invoice number
Step 1: Navigate to Partner Center > Commerce > Invoices.
Step 2: To access the setting, select the three dots in the top right hand corner of the page, and click Set new invoice number.
Step 3: Input the desired next invoice number. Note: The number must be greater than any previously used invoice number.
Step 4: Click Confirm, and your next invoice generated will follow the new number sequence.
FAQs
Q: Can I apply an alphanumeric prefix to the invoice number?
A: No, the invoice number only supports numeric values.
Q: Can I enter a next invoice number that is lower than the current sequence?
A: No, you can only set the next invoice number to a value greater than any number already used on an invoice.
Q: Can I customize different invoice number sequences for each customer?
A: No, the invoice number sequence applies to all your transactions across all customers.
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What does the status "submitted to source" mean?
The "Status" column shows which stage the listing source is in during the syncing process. If the status shows "Submitted to source," our system has taken the Business Profile information and instantaneously submitted it to that listing directory.
Since each listing source has its own independent timeline for publishing data, we can only confirm that the data has been accepted by the listing source—the listing source will determine when that data is published.
All listing directories have different updating cycles. Please allow the directories 24-72 hours to process the update before attempting to troubleshoot the listing. GPS directories (Audi, BMW, etc.) can take up to 30 days. Bing and Apple Maps can take longer as they are aggregators and pull data from other sources in addition to the data we send to the directory. Voice sources (I.e. Amazon Alexa, Siri) are also submission based, and may take longer to update on the live source.
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What does the status “Not syncing” mean?
The Status column shows which stage the listing source is in during the syncing process. If the status shows "Not syncing," the business client may have a paid advertising relationship with that listing source. This blocks our system from updating that listing through our systems.
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Website Standard
Vendasta's Website Standard is designed to help your clients conduct their business online and stay connected to the communities they serve.
We’ve designed Website Standard, an easy-to-use eCommerce solution, specifically to help your local business clients transition their business online and maintain service in the current climate. Website Standard is a simplified version of our Website Pro product that includes the Divi Builder and WooCommerce plugins pre-installed. Website Standard is free to any Partners on a paid subscription tier.
Like our other Standard offerings through the Product Led Growth program, Website Standard will have limited functionality in comparison to Website Pro.
To add Website Standard to your Store, go to Marketplace > Discover Products and search for the Website product. Click Start Selling, and click Done to begin offering Website Standard in your public Store.
At Vendasta, we’re dedicated to helping local businesses thrive. In response to the difficulties local businesses everywhere are now facing, our priority is to #ProtectLocal. Many small businesses, particularly those without websites or online stores, have been disproportionately affected by the COVID-19 crisis—for many, the choice is either to move the business online or to close entirely.
For many small business owners, moving online can seem expensive, time-consuming, or virtually impossible. Website Standard will help your small business clients transition to online businesses, including building online stores and handling transactions digitally.
Website Standard retains the core functionality of Website Pro, our WordPress web hosting product, with features that allow your clients to quickly build and easily manage their own eCommerce-ready website using WordPress.
Website Standard includes:
Easy-to-use eCommerce using the pre-installed WooCommerce plugin. Simply set up and add products to the store to start selling!
Divi Builder - a visual website builder plugin for WordPress that makes designing a website simple and low-code
Seven website templates to simplify the design process
Secure WordPress hosting on the Google Cloud platform
Daily website backups
A free SSL certificate to secure online transactions
Built-in reporting on-site traffic, including popular pages, and site speed
More detailed information on setting up sites can be found here.
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