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As a visual representation of online performance, Snapshot Reports can be an effective way to engage with your clients. As they actively take in the details of the report, it's a great opportunity to encourage them to take specific actions, such as contacting their assigned salesperson or to schedule a meeting. In addition, we've given you the ability to direct your clients straight to the packages and services you offer. This is a great way to draw their attention to your solutions without having to go through a salesperson, and is ideal if you offer any free versions as they'll be able to use them almost immediately.  Adding packages from Partner Center To enable package call-to-actions within the Snapshot Report from Partner Center, go to Administration > Customize > Sales > Edit Default Snapshot Template. Locate the specific section you'd like to enable a package for. Scroll down to the bottom of that section until you see Edit Message. Below the call-to-action button, click Edit primary button. Here you can change the button text and where it directs your clients. Select Package, and with the drop down menu choose the specific  package you'd like your client's to click through to. Note: You can only add packages and services that have been added to your store from the marketplace.  Click Save, and from now on when a Snapshot Report is run in Partner Center that button will take the client to the selected package or service. 

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

The Snapshot Report allows your Salespeople to see how their prospects are doing on Instagram. Instagram for business isn’t just a “nice-to-have.” Instagram helps businesses generate brand awareness, attract new customers, boost customer satisfaction, and much more. With an Instagram needs assessment built right into the Snapshot Report, your salespeople can uncover previously undiscovered needs and then prescribe social solutions like Social Marketing or Concierge. How does it the Instagram assessment work? When your Salespeople create a Snapshot Report, the platform automatically assesses the prospect’s profile on Instagram. Under the Social section of the report, your Salespeople will then see how the prospect compares to the industry in terms of the number of followers and posts. If the platform couldn’t find a profile, that means either the prospect doesn’t have one or the one they have needs improvement.  The prospect’s Instagram performance is factored into their Social grade, like Facebook and X.

With the Organic Keyword Ranking section in the Snapshot Report, your salespeople can uncover the top organic keywords that their prospects are currently ranking for. To get more customers, your prospects need to show up at the top of local search results, and SEO helps your prospects do exactly that. When their website is optimized for search engines, they’ll be more likely to attract new customers. The Organic Keyword Ranking section gives your salespeople the power to: Highlight the best SEO opportunities for their prospects Position themselves as trusted SEO experts Ultimately sell more SEO solutions How does organic keyword ranking work? When your salespeople create a Snapshot Report, the platform will automatically scan the prospect’s website for the top keywords in our database. Under the "SEO" category of the report, your salespeople will then see the top five keywords that the prospect is ranking for. Each keyword will be highlighted: Competitiveness: How difficult it is to appear in the top Google search results. Rank: The position of your prospect’s website in Google Search. Local Searches: The estimated number of searches per month in the prospect's country. Global Searches: The estimated number of searches per month across Google. Organic keyword ranking is available to all partners in the U.S. and Canada.

In Partner Center > Administration > Customize > Sales > click on 'Edit default snapshot template' > Click the dropdown next to Video Style: Then select from the following options:

The Snapshot Report will show the contact details for the salesperson. If only the extension (ext.) is showing up in the snapshot report, even though the phone number is entered in the salesperson's profile, then check if the country is selected as well. Before: After:

To update the Social Profiles that the Snapshot Report has pulled in: Navigate to Partner Center > Accounts > Manage Accounts. Search for the name of the account and click the business name. In the business details section click the Edit icon. Next, click the Social tab and under Business Pages add or update the social URLs in their respective fields. Click Save. This can also be done under CRM > Companies > Edit Company > Additional Information > Update URLs and click Save.  

The 'Snapshot Report Grades' dynamic component displays your prospects' Snapshot Report grades in personalized email marketing campaigns. You can use this component to identify gaps in your prospects' online marketing performance and present valuable solutions.  How does the 'Snapshot Report Grades' Dynamic Component work? To add the Snapshot Report Grades dynamic component to email campaigns: From the Create Email page of the Campaign Builder, select Insert Dynamic Component Select Snapshot Report Select the Snapshot Grade you would like to include in the email. You can select: Grade Review Grade Social Grade Listings Grade Website  Grade Advertising Grade eCommerce Grade SEO  Preview the email by clicking Preview in the top right-hand corner of the page. When the email looks right, click Save. For more information, refer to the instructions in this article: Add dynamic components to email campaigns.

The Social section of the Snapshot report displays information about your business's Facebook, X, and Instagram pages.

We recommend that you wait for a minimum of 24 hours before viewing the Snapshot Report. The reason behind this is that we scan the internet for a business's information, reporting how it stack up in various online directories.  To find the digital presence of a prospect, we crawl online listing sources for their business. We then match the information we find with what is entered into our platform (along with any potential variations) to identify which citations belong to that prospect.  This process can take up to 24 hours because we conduct all these searches at the same to ensure those listing sources don't identify us as malicious software and block our access. This primarily impacts the listing and review section. The report will continue to look for data from the many available sources for up to 7 days. The most accurate time to present would be at the 7-day mark. 

How to Create an Acquisition Widget Go to Partner Center > Marketing > Acquisition Widgets. Click Create Widget in the upper right corner of the screen. From this point, creating a widget involves 3 steps: Configure, Design, and Embed. Configure the Acquisition Widget Fill in the form: Widget Name Market Assigned salespeople The campaign that will be sent to new leads Confirmation Landing Page URL Set any tags to be applied to the new accounts Select whether the widget should create a Snapshot Report for new leads (toggle this option on/off). Select whether the widget should be enabled (toggle this option on/off). You can also enable/disable the widget at a later time. Select any products that should be activated automatically for new leads. Click Save and continue. Design Tailor the widget to the design of your website. Once it appears how you'd like, click Save and continue. Embed Copy your widget embed code, then click Finish. Paste the embed code into your website's HTML to embed the widget on relevant pages throughout your website. Tip: Create dedicated landing pages for the Acquisition Widget and link to it from advertising campaigns, social posts, blog posts, and email signatures. When a lead submits their information through the widget, the widget will notify the assigned salespeople so they can get in touch with the lead ASAP. Simultaneously, a new Snapshot Report will be created, the lead will be added to the customer acquisition campaign of your choice, and/or products will be activated, depending on your configuration.   Create a widget

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

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

Email campaigns can promote your products and generate hot leads for your salespeople. You can manage your campaigns from the Marketing tab in Partner Center. Add recommended campaigns or Create custom campaigns Preview and test your campaigns Publish your campaigns Add recommended campaigns Building email campaigns is a hassle, so we’ve done the legwork for you—we’ve built ready-made campaigns that are proven to generate hot leads. These automated campaigns allow your salespeople to connect with more prospects and determine where it’s best to spend their time. To add a recommended campaign: Go to Partner Center > Marketing > Campaigns.  Go to the Recommended Campaigns tab. Browse the selection of ready-made campaigns. You can preview each email within a campaign by clicking the name of the campaign. When you find a campaign you like: Click on the campaign name, then click Actions > Copy. Go to the Duplicate Campaign. Edit the campaign details as desired. The campaign must be in a Draft Status to allow editing.  When you are ready, click Publish. You can edit your campaign before launching it. Learn more You have the flexibility to craft your own email campaigns with the New Email Builder. To create a custom campaign with the Old Email Builder: Go to Partner Center > Marketing > Campaigns.  Click Create Campaign in the upper right. Enter a descriptive name for the campaign that your salespeople will recognize. Click Create. Click Add existing email, Create new email, or Add Snapshot Report If you select Create new email, you will immediately enter the Email Builder. If you selected Add Snapshot Report, the campaign will automatically create or refresh a Snapshot Report for your prospect. If any of the emails in the campaign link to the Snapshot Report, this event ensures the information in the report is up-to-date. Continue adding events until you have finished creating the campaign. Adjust the "days before starting" or "days before previous event." We recommend the following email frequencies:Customer Acquisition: lower frequency (1 email/week)Product Adoption: higher frequency (3 emails/week)Product Upsell: lower frequency (1 email/week) Configure your campaign to bring in the right number of leads on the right days. Learn more Before publishing your campaign, preview and test your emails. Click the icon and select Preview > Send test email. Preview and test your campaigns Email clients—such as Gmail, Apple Mail, and Outlook—display emails differently. As such, we recommend that you preview and test your emails by sending them to your own email address or, better yet, a third-party testing tool. You need to make sure everything looks great and all your links are working.Note: In order for a Test Campaign to be sent successfully there needs to be an account linked to the User receiving the email. To test your emails from the campaign page: Click Preview under the first email. Click Send Yourself a Test Email. Enter the test email address, then click Send Test. Scroll Next to the following emails, if applicable. Click Send Test for each email. Don’t like how your campaign looks?You can edit your campaign before launching it. Learn more Publish your campaigns To publish the campaign from the campaign page: Click Publish.

Vendasta is a white-label platform—meaning you can brand it as your own, with no mention of Vendasta. White labeling allows you to present a unified front with the solutions you already offer to your customers. Your branding is used in all customer-facing aspects of the platform, including Business App, email campaigns and more. To customize your branding – including Name and Logos go to Partner Center > Administration > Partner branding. To customize the name of Business App, go to Partner Center > Accounts > Manage Business App > Customize Business App Please note: Some white-labelling aspects of the platform may be limited by subscription.  Customizable brand elements You can customize the following features under the Partner Branding tab: Company Name Theme Logo Favicon Shortcut icon Primary Color   Company Name The company name to display to your customers on the platform, emails, etc. This is a required field. Theme Select your preferred theme (light or dark) for your team to experience in Partner Center. This will apply to the navigation only. Business App Theme Choose a default theme for your customers to experience Business App in, light or dark. We recommend User System Default, which matches the users' system settings. Users can also override your default choice when using the app to suit their needs. Logo Your logo appears in various places throughout the platform whenever white labeling is used. Your logo also appears in emails sent through the platform. It's important to ensure your logo looks good in both light and dark mode, and you can upload unique logos for each. Favicon A favicon is a small graphic that appears in the browser tab for Business App, helpful for differentiating your business app from other tabs the user might have open. The recommended file size is 16px (width) by 16px (height). Only ICO files are accepted. Company avatar / Shortcut icon A shortcut icon is an icon that appears on mobile phones and devices when saved to the user’s home screen. It is also used to represent your company internally in Inbox chat. The recommended file size is 512 x 512 pixels. Only GIF, JPG, and PNG files are accepted. Primary Color The platform displays your brand color in various accent places throughout the platform to represent your brand. This color also appears in some emails sent to clients.   Custom branding for markets By default, any options set under Partner Branding apply to your markets as well. If you’ve customized a market separately (under the Markets tab), any changes made under Partner Branding may not apply to those markets. To customize by Market, click the 'All Market' tab and select the market you want to customize. Web Chat You have the ability to enable a backlink footer on all your client web chat widgets, that says “Chat powered by [Your Company Name]” with a link to your website, to add some SEO-juice and drive new leads. The link has an automatically appended UTM so you can track engagement via Google Analytics. To enable, go to Partner Center > Manage Accounts > Manage Business App > Customize Business App > Branding and then enable the checkbox titled: “Show 'Chat powered by [Your Company Name]' on all web chat widgets” Additional resources For additional customization options, check out these articles: Customize your domains Customize text, buttons and translations Customize Snapshot Reports Customize your prospects' Snapshot and Account access experience Customize your email settings

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

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

Email Builder allows you to design engaging emails that look great on any device. The Email Builder inside the Partner Center gives you the ease and speed to build eye-catching personalized and customized emails on the go that will drive user engagement. The world-class sales intelligence Vendasta offers with tools like the Snapshot Report are perfect for utilizing in email campaigns, but it's hard to know how these emails will be seen when upwards of 80% of emails are opened on a mobile device. With the email builder you can quickly create an effective email campaign utilizing all the data points available in Vendasta while optimizing it for a variety of devices with instant visual feedback.  Why is Email Builder important? The world-class sales intelligence Vendasta offers with tools like the Snapshot Report are perfect for utilizing in email campaigns, but it's hard to know how these emails will be seen when upwards of 80% of emails are opened on a mobile device. With the email builder you can quickly create an effective email campaign utilizing all the data points available in Vendasta while optimizing it for a variety of devices with instant visual feedback.  How does it work? Accessing the email builder When creating an email campaign, click "Create new email" to be taken into the email builder. Customize Logo Use this feature to hide or customize the logo for each email you design in the campaign. The logo can be hidden or changed for each different email inside the drip campaigns. This will allow for more personalized content to go out. The logo customization block will also allow adding any URLs to which the users can be directed upon clicking on the logo. Using content blocks All email content is placed in content "blocks." Email Builder gives you multiple blocks that you can just click and add. The blocks determine what kind of content can be entered as well as the styling and editing options that are available to you. Click "+Add new block" to start building your email.  After creating a content block, the blocks can be dragged and dropped to re-order the content.   Click "Preview" in the top right-hand corner to check out your email!    Render Email In Different Devices Not only can you see the changes and every cool thing that you add to personalize your email in real-time, but you can now see in real-time how your email will appear on different devices with the click of a button. Many Other Exciting Features! Rendering Images or texts side by side: Email Builder powers the capability to render the block of images and texts side by side just with a simple click and selection to build engaging email content. Changing background and text color: You get many options to change the color for the text, title, subtitle, links, footer text, content background, and page background.  Customizable button: Choose the colors, link to a URL, customize button text, and put a dynamic component in a button, and all of this with a simple selection. Tables: You can also add simple tables to arrange any data in the email for making the email more intuitive.  Contact Card: Personalize your email with a personal reference with a personalized image and more details and optional fields to add. Current Limitations of Email Builder Emails built in the legacy Email Builder can not be edited in the new Email Builder and vice-versa Emails that have been started in the legacy builder can not be switched in the middle to continue building in the new Email Builder and vice versa.  

Vendasta's Platform has four levels of access, each with its own login. Administrators Administrators, or admins, are top-level users designed to manage all aspects of their Vendasta experience. They are given access to the powerful Partner Center dashboard, enabling them to efficiently manage their clients. They have the ultimate control when it comes to tailoring how salespeople and users access the platform, as well as what features are available to them. With full permissions, an admin can perform the following: Can view and edit automations Access to dashboard Can manage company billing Able to customize platform Can view and edit company profile Can access marketplace Can enable products Can manage accounts and users Can manage marketing Can manage sales Can manage task manager Can manage groups Can create and manage admins Can manage orders Can manage retail billing You can customize each admin to have access to specific features by altering their permissions. You can also configure separate sets of permissions to manage Contact, Company and Activities in CRM under the “CRM access” section. * Please note that certain features may be limited to partners on select subscription levels. Salespeople Salespeople have mid-level access to the platform. They are the primary representatives your clients will communicate with. This allows your salespeople to accomplish the following: Manage contacts, companies, and activities* Create and manage opportunities Create, refresh, and configure Snapshot Reports Launch email campaigns Create and manage tasks Log calls, emails, meetings, and other sales activity Create and submit orders for admin or customer approval Add account notes Schedule Meetings   The URL for the Partner Center can be customized. Find out more here. *Can be configured individually under the “CRM access” sections. Users Users have low-level access. They are given access to Business App, allowing them to do the following: View their business' recent activity View their Executive Report Access and order products Browse the store and make Purchases Configure their customer List Schedule Meetings Edit their Business Profile Configure notification settings Add notification recipients The URL for Business App can be customized. To view the current URL users can use to access Business App, navigate to Partner Center > Businesses > Users. It will be displayed at the top of the page. Digital Agents Digital Agents have access to Task Manager, allowing them to do the following: View all fulfillment tasks and projects for their customers. Filter tasks to view only tasks and projects assigned to them. Create tasks and projects. Edit task and project statuses. Update fulfillment notes. Create recurring tasks and projects. Create project templates. Assign accounts, tasks, and projects to Digital Agents. To view the login URL for Task Manager, navigate to Partner Center > Tasks > Users.

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