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Customer account management is one of the core pieces of managing your system. You can create individual accounts or import multiple accounts from a CSV file. Individual accounts Multiple accounts Create Individual Accounts To add an individual customer account to the Platform: Go to Partner Center > Accounts > Manage Accounts.  Click Create Account in the upper right corner of the screen. Search for the business you want to add. In the Specific search bar, enter the name and location of a specific business. For example, to create an account for Starbucks on Broadway, you could search for: Starbucks, Broadway, New York, NY, USA.  If you do not see the business you're looking for, click Go to Account Creation. Note: When using the Specific search bar, you'll also see an automatically-generated list of competitors for that business. This allows you to select up to three and have them automatically added to the Snapshot Report. To learn more visit our support article about competitor stats. Search for the business you'd like to add. Fill in the form that appears. As the information here comprises the "Business Profile" used for many different products and services, it is important to fill this out as thoroughly as possible. The following fields are required: Market (if applicable). Business Name. Categories. If you are unable to locate a suitable business category, select Other. Please be aware that certain product features may be unavailable. Country/Region. Street Address. If the account does not have a physical address, select Service Area Business below the ZIP/Postal Code field. City. State/Province. ZIP/Postal Code. Business Phone Number. Click Create Account.   Create Account What is the purpose of the Customer Identifier field in the account creation process? To clarify, the "Customer Identifier" is an optional field when creating an account and serves as a reference or serial number for the account. Although it is not required, you may choose to include one and it can also be used for searching the account in Partner Center. Create Multiple Accounts This feature may only be available on certain subscriptions.  To add multiple customer accounts to the Platform:  Go to Partner Center > Accounts > Manage Accounts. Click on the Menu icon  in the upper right corner of the screen. Click Import Accounts (CSV Upload). If you have a CSV file containing your customer data, click Select file... to upload the file, then continue to Step 4. If you don't have a CSV file, follow the steps below: Click Download CSV Template. Open the template in your program of choice. You can use Google Sheets if you don't have a separate program. Fill out the template with your customer information. Make sure to delete the second row with sample data (this row begins with [Sample-->]). Note: CompanyName and Zip are required fields. We recommend limiting the number of rows per upload to 500. Save the file. In Partner Center, click Select file... to upload the file. Map the columns in your file to the corresponding fields in Partner Center. The Header Row column represents the columns in your CSV file.The First Row column displays the first row of data for each column.The Map To column links the data in your CSV file to a corresponding field in Partner Center. For each Header Row, use the dropdown menu under the Map To column to indicate where the data should be stored in Partner Center. For example, a "Street Name" column in a CSV file would correspond to the Address field in Partner Center. You can also select Do not import if the data in a column does not apply to Partner Center. Click Next. Set User Permissions and Notifications. Select the options you would like to enable for new users in your CSV file. If you unselect each of these options, the users can still receive marketing campaign emails. Click Next. Choose a Market and List. If you have an Enterprise subscription, select the Market associated with these accounts. Select one of the following: Select an Existing List—Adds all accounts in the CSV to an existing account list. If you have a pre-existing list you want to add these accounts to, select this option. For example, you provide business to doctors', lawyers', and dentists' offices. Your CSV file contains a list of new law offices that you want to add to an account list titled "Law Offices." Create a New List—Creates a new account list. This is useful if you don't want to group the accounts you are importing with existing accounts in the system. Select the existing list you want to add the accounts to, or enter a new list name. Click Next. Confirm that the details are accurate, then click Finish. If you select Attempt to fill in empty cells, we will attempt to infer missing information using Google data. Importing these accounts will take several minutes, depending on the number of accounts you are importing. You will be taken to a screen that shows you the progress of the import. You are free to leave this page as the upload will continue in the background. Once the import is complete, the accounts will appear in Partner Center > Accounts > Manage Accounts, and Partner Center > Accounts > Lists.   Import Accounts  

To allow your customers to log in and experience their new products in Business App, you’ll need to get them set up with login credentials.  When is the right time to give them access? As soon as possible! Business App is built to support businesses out of the box, meaning they'll have access to reporting, your product catalog, and in-depth guides as soon as they've logged in. Create a User on an Account Navigate to Partner Center > Accounts > Manage Accounts > Select the account you would like to add the user to. Scroll down to the Users section and select Add Users. From here, select Create User. Complete the form with the user's information: First name Last name Email Phone Welcome message Select whether you want the platform to send a welcome message to your customer. If Send Welcome Message is selected, the platform will send a welcome email to the user. This email contains a link to log in to Business App. Upon clicking this link, the user can set their password. Enter a custom message for the top of the welcome email (optional). Click Create User. The user will now exist in association with this account.  OR Create user credentials To create user credentials: Go to Partner Center > Accounts > Manage Users.   Click Create User in the upper right of the screen.  Complete the form with the user's information: First name Last name Email Phone Welcome message Select whether you want the platform to send a welcome message to your customer. If Send Welcome Message is selected, the platform will send a welcome email to the user. This email contains a link to log in to Business App. Upon clicking this link, the user can set their password. Enter a custom message for the top of the welcome email (optional). Click Create User. Please note that this workflow does not associate the user with an account.  After creating the user, you will land on the User Permissions page for the user you've created. From here, you can add any business accounts that the user needs access to: Click Add Account Select the account(s) that your customer needs access to in Business App Click Add Accounts Your customer can now set their password and log in to Business App through the link in the welcome email. You can find your Business App URL below the title on the Businesses > Manage Users page in Partner Center. Custom domains are only available with certain subscription tiers. Speak to your account manager for more information. Learn more Create a user Resend a welcome email Your customers may already have access to Business App—they can gain access when they click on a call-to-action in the Snapshot Report. If this is the case, you have the option to resend the welcome email. This allows your customers to reset their passwords and then log in to Business App. To resend a welcome email: Go to Partner Center > Accounts > Manage Users. Find the user that should receive the welcome email. Click on the Menu icon to the right of the user. Click Resend Welcome Email. Click Send.  Resend Welcome Email

Welcome! This end-to-end guide takes you through many of the core actions that will help you to grow your revenue with Vendasta. Looking to complete a full platform setup under your brand? Read our guide on how to set up and white label the platform.  To learn more about specific workflows in greater depth, check out some of our other Getting Started Guides.  Note: Some of these steps may include features that are only available on specific subscription tiers. To see an updated list of which features are available on each tier, refer to our pricing page: vendasta.com/pricing  Checklist Start selling Ready-made packages Marketplace products Prospecting Find and add accounts Create Snapshot Reports Send Snapshots with AI Analysis Activate your customers Invite users Order products and get paid Business App connections Start selling With Vendasta, you're set up to start selling right away with a collection of ready-made packages and products ready to go. If you want to take full control and customize your store, check out the Store Build Guide. To dive in quickly, take a look at some of the basics. Ready-made packages Your store is automatically populated with a number of packages that include some of the most important solutions for small businesses. You can change the existing packages if you wish.  Go to Marketplace > Packages. To edit an existing package, click the vertical ellipsis ⋮ and click Edit. Click Unpublish and Archive  if you wish to remove a package. Here you can click + Add item to add products, click the X next to an item to remove it, adjust retail price and marketing copy. To view and add our latest recommendations, follow these steps: Click the Recommended Packages tab. Click any package to view its contents. Click Add to Store to include this package amongst your offerings. Choose Save and publish to add it immediately or Save as draft to edit it before setting it live. Each of our 2024 Digital Success packages include all of the powerful features of Business App Pro, allowing you to bundle services on top of a core set of features that help your customers manage their daily work. Back to top. Marketplace products Find everything you need about a product including sales assets, pricing information, and support contacts by viewing the product page. To access a product page go to Marketplace > Discover Products and click on any product. At the top, you'll find sales and marketing assets under Screenshots & Files. Down the right you'll find pricing, contact information, and add-ons. At the bottom, you'll find FAQs.  If you wish to order a product from the Marketplace for one of your customers, you need to make sure that you have selected Start selling on that product.  Note that access to some products in the marketplace may be limited based on your current Vendasta plan. Go to Marketplace > Discover Products. Click a product you're interested in. Click the Start selling button. Click the checkbox if you wish to add it your Store page. Click Done or Add to store. Back to top. Prospecting Here are some of the core steps you can take to kick off your prospecting efforts. This video showcases all of the steps for adding accounts, creating Snapshot Reports, and sending them all at once. Find and add accounts Accounts can be added in groups and individually. This workflow showcases how to add many accounts at once into a list. To learn more about adding individual accounts or importing them via a csv file, go here.  Go to Partner Center > Accounts > Manage Accounts Click Find accounts. Search for businesses by type or location. (For example, you could search for “Dentists near me”). Click the checkboxes next to any of the businesses that you want to prospect. Click Continue. Click Create accounts. Wait a few moments for the accounts to be added as part of a list. The system will grab information about these businesses right from their Google profile and add that information right into the platform for you. Some information is not readily available from a Google Business Profile, so you will still want to look for additional information about the business such as email addresses or contact names. Back to top. Create Snapshot Reports Snapshot Report is a needs assessment tool that will let you know about the gaps in the business’s online presence. Because your prospects were added as a part of a list, you can create Snapshot Reports as part of a quick bulk action. Go to Partner Center > Accounts > Lists Click on the ⋮ vertical ellipsis menu next to the list you created. Click on Create/Refresh Snapshot Reports Note that additional charges may apply Wait for information to start populating. It can take up to 24 hours for the information to be fully populated and up to date. The Snapshot Report will continue to refresh with information for 7 days from its creation. Snapshot Reports can be refreshed after the 7 days–additional charges apply. To create a Snapshot Report for one account, go to Partner Center > Accounts > Manage Accounts click on the + report icon next to the account name. Tip: While waiting for information to populate, it’s a great time to make some quick edits to the Snapshot Report. If you’ve added a number of prospects that are part of the same business category, you can flag them as competitors. Check out our Snapshot Guide for more. Back to top. Send Snapshot Reports with AI Analysis Prerequisite: Before sending out any emails through the platform, make sure you have configured your email settings to assure maximum deliverability. These steps are showcased in detail here. A personal touch can go a long way and leveraging artificial intelligence gives you the chance to personalize your outreach while being efficient with your time. Go to Partner Center > Accounts > Manage Accounts Click on the Snapshot Report icon next to the account Click Edit report. Click the “paper airplane” Share icon. Add sender name and email (your information). Add the contact email. Click Suggest content. Clicking the down arrow next to Suggest content gives you additional options. Suggest general content will craft an email based on the overall information in the Snapshot Report. Suggest section-specific content will allow you to choose sections of the Snapshot Report and craft a more targeted email. Review and update the email content that has been generated. Click Send. Activate your customers Invite users Adding a customer as a user to an account will give them access to Business App and allow you to bill them.  Go to Partner Center > Accounts > Manage Accounts. Find the account you want to add the user to. If there are no users assigned to the account, you can click the Add User icon  next to the account name. You can also click on the account name, scroll to the Users section, then click Add Users. Add an existing user from the list or click Create New User and add their information When creating a new user, you can choose to Send welcome email to send an invite into Business App. Once you have all of their information added, click Create User.  Learn more. Back to top. Order products and get paid Prerequisite: You can automatically request payment while ordering a product through Vendasta. To do so, you will first need to set up Vendasta payments. This video showcases the workflow to order products whether you are collecting payment before activation or not. Go to Partner Center > Accounts > Manage Accounts.  Click the account that you want to place an order for. Click Order products. Select the products and/or packages that you want to order. Complete any order information required. If you are using Vendasta Payments and collecting payment, then you can bill your customer at this time. Update the retail prices as needed. Under Collect payment, choose to "Send order for customer review & collect payment online." Select a user to bill Add an expiry date of terms, if necessary Select a product activation date. Note that if using the payment collection methods in Step 6, then the products will only activate on/after that date if the payment has been collected. Check and update the wholesale billing info if necessary (this is your payment to Vendasta). Click Send Order. The Vendasta platform allows you additional flexibility for full order management of your sales team; to learn more about that type of workflow, check out Getting Started: Onboard your customers. Learn more about ordering products. If you are ordering fulfilled services, like those from our Marketing Services team, after the order is complete, you will be presented with a fulfillment form, an easy way to capture information with the help of your customer. Learn more about fulfillment forms. Back to top. Business App Connections   Setting up connections for your customer in Business App is crucial for retention. Something as simple as connecting their Google Business Profile helps them to see value and increase functionality across many products and features. To access the Business App Connections for your customer, follow these steps: Go to Partner Center > Accounts > Manage Accounts Click on the ⋮ vertical ellipsis menu on the far right of the account in the table. Click Open Business App. Click Settings. Click Connections. Click + next to the app or external account you wish to connect. From here, there may be some different steps depending on the connection you wish to make, but in general you or your customer will need their login credentials and will need to give permission for information to be shared with Business App (often shown as an unbranded app called Social Reputation). Learn more about connecting accounts to Business App here: Connecting social media accounts Connecting Google Analytics Account in Business App Connect QuickBooks in Business App Troubleshooting Facebook and Instagram connection errors Back to top. Need help? Support On-Demand can answer your questions or put you in touch with those who can. You can us at support@vendasta.com. Learn more.

What if you had your own branded end-to-end commerce platform that empowered you to scale sales, marketing, fulfillment, and operations better than you could ever imagine? As you watch the video below, ask yourself: how could these features accelerate my business? The platform has 3 environments One for you, and your salespeople, one for your customers, and one for fulfillment. Together, they empower you to provide products and services to local businesses. Some features listed below are not available with the Free and Startup plans. Learn more Partner Center is for your business In Partner Center, you can: Customize your branding and settings Manage your prospects and customers Set up your products and services Build your online store Publish and track marketing campaigns Manage your salespeople Manage your billing Manage your customers' products, services, and credentials All admins can access Partner Center via partners.vendasta.com. Partner Center isn't white-labeled, and the URL isn't customizable. Business App is for your customers In Business App, your prospects and customers can: Receive updates about key businesses metrics Access the products they’ve purchased Browse products and services in your online store View proof-of-performance reports Your customers can access Business App from a URL that’s unique to your agency. You can find your URL below the title on the Accounts > Manage Users tab in Partner Center. The Growth and Scale plans include the ability to customize this domain. To give your customers access to Business App, you’ll need to create user credentials for them. Alternatively, prospects can access Business App for free from a Snapshot Report. Task Manager is for fulfillment In Task Manager, you and your fulfillment team can: Update listings Respond to reviews Respond to mentions Create social posts Engage with leads Onboard new customers Complete custom tasks Your fulfillment team can access Task Manager from https://task-manager.biz/login/ To give your team access to Task Manager, you’ll need to create user credentials for them.    View Getting Started Guide

When one of your customers creates an account from your Store, we leverage Google Search to quickly and easily gather their business information. If the 'Create Account' search bar is not finding the business you are searching for, it's most likely because it's a "Service Area Business (SAB)". Service area businesses do not show up on the account creation page due to a limitation with the Google API that powers our listing search. To have the Google listing pulled into the Snapshot Report, please connect it directly in Reputation Management.  You can add the business manually by clicking 'Skip to Account Creation'.

Partner Center is your gateway to Vendasta's powerful platform. From the home page in Partner Center: Select the “Get Started” button to find a checklist for some of the first, important actions that should be taken upon starting with the platform.  Scroll through the carousel to watch the “What’s New” video, and see other important notices from Vendasta. See important updates like new accounts added, and Snapshot Reports created right from the home page. In Partner Center, you can… Manage your client accounts Manage users Start selling and activating products Set up your store Manage other admins Configure multi-location groups* Publish and track marketing campaigns* Create Acquisition Widgets* Manage orders* Manage salespeople and sales teams* Manage fulfillment services for multiple clients with Task Manager* Customize your branding* * Certain features may only be available on select subscription levels. All admins can access Partner Center via partners.vendasta.com.  If you're new to the platform, we highly recommend following our Getting Started Guides and taking courses in the Vendasta Academy. 

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

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

The Contacts and Companies Pages To access the new CRM, navigate to Partner Center and click on CRM. Here, you will find two options: "Contacts", and "Companies" Contacts are the individual people you work with, while companies are the organizations that those people are associated with. Setting up your view of the CRM You can configure filters as described in the section below to tailor the data displayed according to your needs. Based on these filters, you can create and save a custom view. This view will display only the data that matches the specified filter criteria. Please note: You can only edit or delete the views that you have personally created. Currently, column configurations (i.e., selecting or rearranging columns) are not included as part of a custom view. Searching, filtering, and sorting You can find the company that is assigned to you by clicking on the "Add filter" button, and then searching for "Salesperson." You can then find yourself using your name or email. If you know the name of the company, you can find it by searching in the search bar on the table where you can also search for a company by phone number, Partner ID, Account Group ID, and more. You can also find when you last touched base with your current customers by looking at the last activity date. You can sort, and see if there are any customers you have missed catching up with so you can keep conversations fresh! Creating a contact Now you know how to find the companies and contacts but you may also want to find new contacts through your own research.  To add a new contact to your CRM, go to the top right-hand corner and click the "Create contact" button. From here, you can start by filling in the name, email, or phone number. If possible make sure to include an email address!  Duplicate detection -The CRM will check to make sure the email doesn't already exist. If it does, the CRM will surface that record, and prevent you from creating the contact so you can go to the existing record instead of creating an accidental duplicate. The CRM will also check for phone numbers and will surface a warning if an identical phone number is found, however, it will not block you from creating a contact with the same phone number. Sending campaigns to contacts You can add contacts to the marketing campaign by going to the Contact table, bulk-selecting the contacts, clicking actions, and selecting “Send Campaign.” You will see when the campaigns are sent, received, opened, and clicked through on the activity timeline. The profile page This is where you can interact with your customers - send emails, make phone calls, create tasks, and more. You can find the general information in the left column, the engagement history in the middle, and all the associations on the right, such as Opportunities, Snapshot Reports, and more.

Automation steps are the events that you want to happen whenever your workflow starts (after the trigger event happens). You can add multiple steps to a workflow, but you need at least one. Automations will perform the steps from the top down.  This article goes through the complete list of automation steps that can accompany each trigger. See the full list of triggers here. We have a few video examples of how to configure these steps here.  Step Overview Special Cases Example Use Cases Accounts & Users       Set account lifecycle stage* Sets an account’s Lifecycle stage to a specific stage, i.e.: Lead, Prospect, Customer   When an opportunity is created on an account, set its Lifecycle stage to Prospect Campaigns       Send a campaign for the user Starts an email campaign for the specific user who triggered the automation. The email campaign system only allows a campaign to be sent to each account once.  If the campaign is already paused, nothing happens. When a user is interested in a product, start an email campaign advertising the product. Send a campaign to the account Starts an email campaign for the account and all users and contacts associated with it. The email campaign system only allows a campaign to be sent to each account once. If it has already been sent, nothing happens. An error occurs when a campaign is sent to an account without users. This can be seen in the activity log. When Website Pro is activated, send the “How to Use Website Pro” campaign Pause a campaign for the user Pauses an ongoing email campaign for the specific user who triggered the automation. The email campaign system only allows a campaign to be sent to each account once. If the campaign is already paused, nothing happens. When a campaign email is clicked, stop the campaign. Pause a campaign for the account Pauses an ongoing email campaign for the account and all users and contacts associated with it. The email campaign system only allows a campaign to be sent to each account once. If the campaign is already paused, nothing happens. When an opportunity is closed for the account, stop the “Prompt First Contact” campaign Pause Campaign for Company Pause an ongoing campaign for the company. This will action on all of the contacts associated with the company (up to 50). If the campaign is already paused, nothing happens. If the Contact associated is not on that campaign, it will be considered an error and a list of failed contacts will show on the activity. When a company has scheduled a meeting with salesperson, pause an email campaign. Pause campaign for Contact Pauses an ongoing email campaign for the contact. If the campaign is already paused, nothing happens. If the Contact is not on that campaign, it will be considered an error. When a Contact has scheduled a meeting with a salesperson, pause an email campaign. CRM       Create Company  Creates a company in the CRM. Duplicates are not checked. This just blindly tries to create the company. Company name is a requirement. Using a 3rd party CRM and something happens in that CRM so you want to create a company in our CRM to mirror that one.  Get associated Contact from Opportunity Gets the Contact associated with a CRM opportunity. If one does not exist, an error is returned. When an opportunity is created, I would like to get the associated contact and begin and email campaign to them.  Get associated Opportunity from Contact Gets the CRM Opportunity associated with a Company. If one does not exist, an error is returned. When a Contact is updated, I would like to move the associated opportunity to the expected pipeline stage.  Get associated Opportunity from Company Gets the CRM Opportunity associated with a Company.  If one does not exist, an error is returned. When a Company is updated, I would like to move the associated opportunity to the expected pipeline stage.  Update CRM Opportunity Update CRM Opportunity. Is also able to move opportunities between pipeline stages.  When an opportunity amount is greater than $1000, I would like to move it to a specific pipeline. Create CRM Opportunity Create CRM Opportunity. Requires at least one of Company/Contact ID to be provided upstream. It will create two associations with the opportunity if both are present.  When a meeting is logged for Contact, I would like to create an opportunity associated with that Contact.  Update Contact Updates a CRM Contact.  There are two versions, one is deprecated because the newer one allows for things like appending/clearing.  When a Contact is added to a list, I want to add a tag to them. Fulfillment       Create a fulfillment task for the account Creates a task in Task Manager. The fulfillment agent (a person assigned to the task) may be the default agent or a specific individual. If the assigned agent does not exist, no one will be assigned. When the “Design a Business Card” product is activated, assign the partner’s primary business card designer. Create a fulfillment project for the account Creates a project in Task Manager. The project will be created based on the selected template. If Task Manager is not active, it will be activated. If this action is twice in a single workflow, this will result in a rejected activation. When the Website product is activated, create the Website Builder project from the Website Builder template Pause or cancel Task Manager account Pauses or cancels a Task Manager accountPause - Stop generating product based tasks and projects, such as review tasks for Reputation Management. Manually created tasks and projects can still be created for a paused account.Cancel - Stop any new tasks or projects from being created and close all the existing tasks or projects.     Add account to Task Manager Adds the account to Task Manager, allowing for tasks to begin generating.     Lists       Add the account to a list Adds the account to a list. If the account is already on the list, nothing happens. When a payment fails, add the account to the “Overdue Payments” list Remove the account from a list Removes the account from a list. If the account is not on the list, nothing happens. When an email campaign does not receive a response, remove the account from the “Responsive Accounts” list. Notifications       Notify a digital agent Sends both an in-app and email notification to a fulfillment agent. Consider using the generic send notification actions instead once taken out of draft as these are more flexible. There is only limited support for items that can be used within {{ braces }}. When a website design product is activated a fulfilment agent who can design websites is notified. Notify a partner admin Sends both an in-app and email notification to a fulfillment agent. Consider using the generic send notification actions instead once taken out of draft as these are more flexible. There is only limited support for items that can be used within {{ braces }}. When a high-income product is deactivated, notify partner administrators so they can investigate. Notify a salesperson Sends both an in-app and email notification to a salesperson. Consider using the generic send notification actions instead once taken out of draft as these are more flexible. There is only limited support for items that can be used within {{ braces }}. When an opportunity is created for a French-language client, notify French-fluent salespeople. Products       Activate Standard products Activates a specific Standard product Only Standard products are allowed When an account is added to the “Wants a Website” list, activate Website Standard. Activate a product Activates a product for the account. Can be configured to prevent a product from being activated multiple times within a specific timeframe Paid products are allowed. This can result in unwanted billing if this is misconfigured When an account is created, automatically add products to it. Deactivate products Deactivates a product(s) for the account.  The product can be turned off immediately or at the end of the current billing cycle. Allows for both paid and Standard products When a trial period ends, deactivate the trial product. Sales       Assign a sales team Assigns a random salesperson from the indicated sales team to the account. If the account already has a salesperson, they can optionally be replaced.   When a trial product is activated, assign a salesperson from the team responsible for that product. Assign a salesperson Assigns a specific salesperson to the account. Multiple individuals from across multiple teams can be selected, in which case, one will be randomly assigned. If the account already has a salesperson, they can optionally be replaced.   When a highly technical product is activated, assign a highly knowledgeable salesperson. Log activity and hotness rating Logs a business activity and increases the hotness rating (if the existing rating is lower than the new level). Hotness ratings cannot be decreased using this step. This is to ensure that manually assigned high-hotness ratings are not accidentally downgraded. When an email campaign is clicked, mark the account as a hot lead. Create a sales task Creates a task for a salesperson. The salesperson can be a specific individual or the default person assigned to the account. If there is no assigned salesperson no one will be assigned to the task. When an email campaign is clicked, create a task to follow up on that lead. Unassign salespeople Removes all salespeople from the account. None When an opportunity is closed, remove all salespeople from the account. Create a sales opportunity* Creates a sales opportunity for a salesperson. The salesperson can be a specific individual or the default person assigned to the account. If there is no assigned salesperson no one will be assigned to the task. When a user signs up for Business App on a partner website, a sales opportunity will be created for a salesperson. Close all sales opportunities Closes all open opportunities as Closed - Lost None When an account is added to a “Closed Opportunities” list, close all opportunities as lost. Create a proposal Creates a new proposal based on an existing template None When an account is created with a specific category, create a proposal using an existing template Tags       Add tags to the account Adds a tag to an account. New tags can be specified as well. When creating a new tag the tag name must be selected from the dropdown list that appears, much like the user would for any other tag. If the tag is already on the account it will not be added again. When an account is added outside of the partner’s city, tag as “Remote Client” Add tags to the order Adds a tag to an order. New tags can be specified as well. When creating a new tag the tag name must be selected from the dropdown list that appears, much like the user would for any other tag.   If the tag is already on the order it will not be added again.   When an order is created for a new client, tag as 'New Client'  Remove tags from the account Removes a tag from an account. If the step is removing a tag that does not yet exist (e.g. one specified in “Add Tags”) it will not appear in the dropdown list. It can, however, be specified manually. If the step is removing a tag that does not yet exist (e.g. one specified in “Add Tags”) it will not appear in the dropdown list. It can, however, be specified manually. Remove tags from the order Removes a tag from an order. If the step is removing a tag that does not yet exist (e.g. one specified in “Add Tags”) it will not appear in the dropdown list. It can, however, be specified manually.   Inbox       Send an Inbox message Sends a message into a conversation between you and the account, viewable by all participants. Message is sent as coming from the assigned salesperson. If there is no assigned salesperson, the message appears as coming from your company. Send a helpful welcome message when a user logs in for first time, or a new account is created. Send a public system message Publishes a passive system message in a conversation between you and an account, viewable by all participants.   Useful for showing and logging key events in a conversation for all participants to see, as well as for an auto-responder that sets expectations for response times. Sales Orders*       Activate products for the order Actives the products on an order after it's been approved.     Add tags to the order Adds tags to the order.     Approve the order Approves the order after pre-set conditions have been met.   A sales order must be completed before being approved. Archive the order Archives an order that has been completed.     Decline the order Declines the order when pre-set conditions have not been met.   If an order has been declined, the Salesperson will be notified to make the corrections before re-submitting for approval. Submit the order for admin approval After an order has been completed, it is sent to the account admin for approval.     Delays       Delay until an event happens Allows a workflow to pause and wait for an additional trigger for a specified amount of time. The time can be specified in minutes, hours, or days. Like an if-else branch, delay-until steps have an EVENT HAPPENED and EVENT DID NOT HAPPEN branch (equivalent to the YES and NO branches, respectively). The delay-until step also merges after these branches. If the automation is switched off mid-delay, the workflow will instantly stop. No steps after the delay will be executed. When an account is added, wait for seven days for a product to be activated. If a product is activated, mark as a hot lead. If a product was not activated, send an email campaign. After either branch completes, remove the account from the “New Accounts” list. Delay Allows a workflow to pause. This is useful when actions that caused a trigger take time to fully complete, e.g. populating a Snapshot Report. The time can be specified in minutes, hours, or days.  If the automation is switched off mid-delay, the workflow will instantly stop. No steps after the delay will be executed. When a Snapshot Report is created, wait two days for the report to populate then send an email campaign about the report’s contents. Conditions       If/else branch Adds a decision point, allowing the workflow to split into YES and NO workflows. The workflow may “merge” back together after the branches complete. The conditions that can be specified in the if/else branch are the same as those in a trigger’s condition (trigger filter) If no steps exist in a branch that is followed, the automation will still count as having been run for an account. If the user is trying to run the automation only when a specific set of conditions is true for the first time, specify these in the trigger’s condition (trigger filter)  When a Canadian account is added, check the location. If the location is in a French-speaking region (YES branch), assign a French-speaking salesperson. Otherwise (NO branch) assign an English-speaking salesperson. After either branch completes (merge step) add the account to the “Canadian Clients” list Jump to a step Redirects to another workflow step in an automation. Limits the number of times to jump to prevent an infinite loop Has an upper limit of number of times a jump can occur, allowing for 1-100 times in an automation.    Rate filter Split the workflow into separate paths depending on a rate count condition If an automation. is turned off, the rate counts will be reset. If a user has been sent more than 5 in-app notifications in one day, prevent more notifications Workflow       A/B Branch Adds a split to the events moving through an automation so that you can run an experiment based on a percentage of those events   You’ve created 2 onboarding campaigns and want to see which one performs better. The trigger is Account Created, then set up an A/B Branch of 50%/50% and on each one of those branches, you can start the different campaigns. End this automation         Walkthroughs Assign a sales team Automation Assign a Salesperson Automation Log activity and hotness rating Automation Create a sales task Automation Unassigned Salesperson Automation Create a sales opportunity Automation

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

When a customer has questions, it's important that they know whom to contact. For this reason, they can find a Salesperson's contact information in each of the following locations: The Snapshot Report sidebar The Snapshot Report printout In Business App In any campaign emails configured to include this information Update Salesperson contact information You can update a Salesperson's contact information from Partner Center. From Partner Center > Administration > My Team > 3 dots > Edit Salespeople. Each field on the screen can be updated. Once you are satisfied that the information is correct, click Save.

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.

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

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

What is a trial? A trial is a state that an account can be placed in that allows access to certain features of a higher subscription tier for a limited time. How to initiate a trial From Partner Center (by clicking an in-platform call-to-action and starting a trial with no credit card necessary) This starts a Premium trial for 14 days (for most partners) or 30 days (if referred by an affiliate) By a Vendasta representative Contact a Vendasta representative for assistance setting up a trial What features are limited while on Trial? Some features, even while on a trial, may be limited or unavailable. Typically, these limitations are in place to protect against fraudulent activity.  Feature How is it limited? Vendasta payments Unavailable for Free partners on a trial. Only available on paid subscription tiers.  Start selling 3rd party products in the Marketplace Unavailable for Free or Starter partners on a trial. Publishing email campaigns and sending test emails Unavailable for Free partners on a trial. Only available for paid subscription tiers. Acquisition Widgets Unavailable for Free partners on a trial. Premium Reports Unavailable for Free or Starter partners on a trial. Additional seats Unavailable on a trial. Only the seats available at the subscription tier. Snapshot Reports and Standard Product allotment Only the amount for the current subscription is available (1 for each on Free).

Company fields store information about a company that you work with, such as their name, or the last time you have reached out to one of their contacts. Default properties are created in each company to store some important information. Some of the properties, such as the last engagement date, are automatically populated. Company information ID: Unique identifier assigned to each company. External ID: An identifier used by external systems or databases to reference the company. Company name: The official name of the company. Website: The URL address of the company's website. Street address line 1: First line of the company's physical street address. Street address line 2: Second line of the company's physical street address. City/locality: The city or locality where the company is located. State/province/region: The state, province, or region where the company is located. Zip/postal code: The postal code or ZIP code of the company's location. Country: The country where the company is located. Phone number: The contact phone number for the company. Tags: Keywords or labels used to categorize or classify the company. Fax number: The fax number for the company (if applicable). Number of employees: The total count of employees working in the company. Legal structure: The legal form or structure of the company. Lifecycle stage: The stage of the company in the customer lifecycle (Including Visitors, Lead, Marketing qualified lead, Sales accepted lead, Sales qualified lead, Prospect, Customer, and Former customer). Record Source: This tells you how the records were originally created within your CRM system. It may refer to manual data entry, data import, or capture through web forms, among other sources. Record Source Drill Down 1: This provides a more detailed breakdown of the primary record source, offering additional insights into specific methods or channels within the main source category. Record Source Drill Down 2: This offers even further detail about the record source, giving granular insights into the processes or sub-channels that contribute to the creation of records in the CRM. Original Source: This tells you the source where a contact interacted with your business, such as a website visit, a social media interaction, or a direct contact through email. This is currently not captured automatically, you will need to set up automation to infer this field from the UTM parameters. Original Source Drill Down 1: This provides a more specific look into the original source, detailing the particular platform or medium within the original source where the contact first interacted with your business (e.g., a specific social media platform or search engine). Original Source Drill Down 2: This goes deeper into the specifics of the original source, offering detailed insights about the specific activity or interaction that brought the contact to your business (e.g., a specific campaign or advertisement). Source name: The name of the source or channel through which the company was acquired. Timezone: The timezone in which the company operates or is located. Category IDs: Unique identifiers assigned to categorize the company. Facebook URL: The URL of the company's Facebook page. X URL: The URL of the company's X profile. Instagram URL: The URL of the company's Instagram profile. LinkedIn URL: The URL of the company's LinkedIn page. UTM Campaign: The name or identifier of the campaign associated with the company. UTM Medium: The medium or channel of the campaign associated with the company. UTM Source: The specific source of the campaign associated with the company. UTM Content: The content or variant of the campaign associated with the company. UTM Term: The specific keyword or term associated with the campaign for the company. GCLID: Google Click Identifier associated with the company. FBCLID: Facebook Click Identifier associated with the company. MSCLKID: Microsoft Click Identifier associated with the company. Created date: The date when the company record was created. Google Place ID: The unique identifier assigned to the company on Google Maps. Google review score: The overall review score of the company on Google. This is filled in when the company is created from the “Find nearby businesses” process. Group: Indicates the group to which the company belongs. Next task ID: The identifier of the next task associated with the company. Next task due date: The due date for the next task associated with the company. Owner ID: The unique identifier for the user who created the company record. Parent company: The parent company to which the company belongs. Engagement information Last activity date: The date of the last recorded activity associated with the company. Last campaign email clicked date: The date when the last campaign email was clicked by any of the company’s contact Last campaign email open date: The date when the last campaign email was opened by any of the company’s contact Last campaign email sent date: The date when the last campaign email was sent to any of the company’s contact Last campaign email sent name: The name or identifier of the last campaign email sent to any of the company’s contact Last campaign email bounced date: The date when the last campaign email was bounced by any of the company’s contact Last contact date: The date of the last contact made with any of the company’s contacts by any user. Last sales email received date: The date when the last sales email was sent by any of the company’s contacts to any salesperson in your account. This requires auto-forwarding to be set up. Learn more here. Last sales email sent date: The date when the last email was sent to any of the company’s contacts from your email inbox. This requires auto bcc to be set up. Learn more here. Partner-specific information (Does not exist in the Business App) Platform account group ID: The identifier for the account group. Salesperson: The individual responsible for managing sales activities for the company. Additional salespeople: Other individuals involved in sales activities for the company. Snapshot information (Does not exist in the Business App) Last review data updated date: The date when the last review data was updated for the company. Review performance grade: A grade or rating assigned to evaluate the performance of reviews associated with the company, typically based on criteria such as review quantity and review quality. Average number of reviews per month: The average count of reviews received by the company per month. Average review score: The average score or rating received by the company based on reviews. Number of review sources: The count of distinct sources from which reviews of the company are gathered or collected. Number of reviews: The total count of reviews received by the company across all review sources. Review data updated date: The date when the review data for the company was last updated by the Snapshot Report. Social Performance Grade: A composite rating that assesses the overall effectiveness and engagement of an individual or organization's social media presence based on various metrics like likes, shares, and follower counts. Total Number of Facebook Likes: The number of likes on the company’s Facebook page. Average Number of Facebook Likes per Post: The average number of likes on the company post on Facebook. Average Number of Facebook Posts per Month: The average number of posts published on the company’s Facebook page per month Average Number of Facebook Shares per Post: The average number of times the company’s Facebook post is shared. Total Number of X Posts: The total number of posts made on the social media platform "X". Total Number of Followers on X: The total number of individuals who follow the company’s profile on the social media platform "X". Total Number of Following on X: The total number of profiles that the company follows on the social media platform "X". Total Number of Instagram Followers: The total number of followers on an Instagram account. Total Number of Instagram Posts: The total number of posts published on an Instagram account. Last Social Performance Grade Updated Date: The most recent date when the Social Performance Grade was calculated. Instagram Data Last Updated Date: The most recent date when the data regarding Instagram was updated. Facebook Data Last Updated Date: The most recent date when the data regarding Facebook was updated. X Data Last Updated Date: The most recent date when the data for "X" was updated. Google Business Profile claimed: Indicates whether the company has claimed or verified its Google Business Profile. SEO local search grade: A grade or rating indicating the effectiveness of the company's SEO strategy specifically in local search results, assessing factors like local listings, citations, and geographical relevance. SEO daily organic traffic value: The estimated value of organic traffic received by the company's website daily as a result of SEO efforts. SEO number of organic keywords: The total count of keywords for which the company's website ranks organically in search engine results pages (SERPs), excluding paid advertisements. SEO organic clicks per month: The total number of clicks received by the company's website from organic search results in a given month. SEO organic domain ranking: The ranking or position of the company's domain in organic search engine results, often based on factors like domain authority, relevance, and backlink profile. SEO data updated date: The date when search engine optimization (SEO) data for the company was last updated by the Snapshot Report. Technology IDs: Unique identifiers assigned to categorize or classify the technologies used by the company on its website, such as software platforms, programming languages, or IT infrastructure. Technology IDs updated date: The date when the list of technology identifiers associated with the company was last updated. Snapshot latest expiry date: The expiration date of the most recent Snapshot report created for the company. Snapshot latest created date: The date when the most recent Snapshot report was created for the company. Snapshot latest snapshot ID: The unique identifier assigned to the most recent Snapshot report created for the company. Website data last updated date: The most recent date on which the website's data was updated. Website grade: An overall rating of the website based on various factors by Snapshot. Website mobile speed: The speed at which the website loads and performs on mobile devices. Website desktop speed: The speed at which the website loads and performs on desktop computers. Website is secure: Indicates whether the website has security measures in place, such as an SSL certificate, to protect user data and ensure safe browsing. Website is mobile friendly: Indicates whether the website is optimized for use on mobile devices, ensuring a good user experience on smartphones and tablets. Website has video: Indicates whether the website contains video content. Website has phone number: Indicates whether the website displays a phone number for contact purposes. Website has physical address: Indicates whether the website displays a physical address for contact or location purposes. Website link to Instagram: Indicates whether the website has a link to its Instagram profile. Website links to X (formerly Twitter): Indicates whether the website has a link to its X (formerly Twitter) profile. Website links to Facebook: Indicates whether the website has a link to its Facebook profile.

Opportunities in Business App allow you to manage potential revenue and track your sales progress, helping you connect opportunities to various CRM records, such as contacts and companies. This streamlined approach keeps your sales pipeline organized and provides a clear overview of your business's potential growth. Where to Find Opportunities To access your Opportunities, go to CRM > Opportunities in Business App. From here, you'll land on the Pipeline View, where opportunities are organized by stage, providing a quick snapshot of your current sales pipeline. Pipeline View Features The Pipeline View offers several ways to manage and visualize your opportunities: Set Up Your Pipeline: If you haven’t created a pipeline yet, click Set up a pipeline to start.  Drag & Drop: Move opportunities between stages to track their progression seamlessly. Search & Filter: Find specific opportunities quickly using search and filter options. List View If you prefer a different layout, switch to List View by clicking on the "List" icon. In this view, you can: Customize Visible Data: Choose which data fields appear in the Table View by configuring columns. Sort, Search & Filter: Sort opportunities by expected close date or apply filters. Bulk Actions: Perform bulk updates for multiple opportunities at once. Opportunity Profile Page Clicking on an opportunity opens its Profile Page, where you can see details such as the opportunity timeline and associated contacts and companies. Activities logged against an opportunity are automatically linked to the associated contacts and companies, keeping your CRM records synchronized. Creating an Opportunity Manually Create an Opportunity Go to CRM > Opportunities. Click Create Opportunity in the top-right corner. Fill in the details and click Create. Automate Opportunity Creation Automatically create opportunities when specific conditions are met using automation. For example, you can set up automation to create a new opportunity whenever a lead is captured. Editing an Opportunity Opportunities can be edited from both the Profile Page and the Table View. From the Profile Page: Go to CRM > Opportunities and select the opportunity. In the left panel, click on the field you want to edit. Make your changes, then click outside the field to save. From the Table View: Go to CRM > Opportunities and switch to Table View. Click the action menu beside the opportunity. Select Edit Opportunity, make your updates, and click Save. Closing an Opportunity There are several ways to close an opportunity: Pipeline View: Drag the opportunity to the Closed Won or Closed Lost column. Profile Page: Select an opportunity, then click Closed Won or Closed Lost at the top. Stage Update: Open the opportunity profile, click on the Stage dropdown, and select Closed Won or Closed Lost.  Q&A Q: What currency is used for opportunity amounts? A: Opportunity amounts follow the currency set in your Business App. Q: How can I create a pipeline for my opportunities? A: Go to CRM > Opportunities and, if needed, click Set up a pipeline to begin. Q: Can I automate the creation of opportunities? A: Yes, automations can create opportunities based on set conditions, such as capturing a new lead. Q: How do I close an opportunity? A: Use the Pipeline View, Profile Page, or Stage dropdown to mark an opportunity as Closed Won or Closed Lost. Q: Can I link an opportunity to multiple contacts or companies? A: Opportunities can be linked to several contacts and companies. Logged activities on the opportunity are automatically associated with these linked records.

You have the option to hide your physical business address in Listing Sync Pro, Citation Builder, and Listings Grade in the Snapshot Report. Clients will be able to list their business as a "Service Area Business" rather than a service in one physical location. This feature is also available as a “Bulk Update” action. Partners will be able to accommodate existing and prospective clients who run service area businesses. These businesses offer local services without a physical location, such as those that offer mobile or online services, operate from home, or use third-party locations. Service area providers will now be able to accurately sync their listings with sources that support a hidden physical address, which will result in a more accurate listing score. This will also improve the accuracy of the listing grade in the snapshot report for these businesses.Certain listing sources do not currently support this feature. This will affect the number of Listing Sync Pro sources that show up as available to sync with, in Local SEO. Though this will reduce the number of sources that are available to sync with, it will not impact your listing score negatively. How Does it Work? When creating a new account in Partner Center > Accounts > Manage Accounts:  Under “Business Profile”, check the box next to Service Area Business (hide physical address). This can be found under the “Zip/Postal Code” field. This option will be set to Off by default. To hide the physical address for an existing account: In Partner Center, select Businesses > Accounts. Select the business you would like to edit. Click on the "View all data" button  Under “Location”, below the “Zip/ Postal Code” field, check the box next to Service Area Business (hide physical address). Scroll to the bottom of the page and click Save. To hide physical addresses for multiple existing accounts: In Partner Center: Select Businesses > Accounts Click the menu icon next to Create Account > Select Update Accounts (CSV Upload). Upload a CSV file with the new data, either by first exporting a list to a CSV, or using the provided template.[*Note — The template features a column titled Service Area Business. Include in the template all the accounts that need their address hidden, and write Yes in this column, next to each account.] Upload the CSV file and click Next. Select the box next to Address. Choose if you would like the empty cells to overwrite existing data in the spreadsheet and click Next. 7. Review the updated changes and click Update. The suppressed address update will take 6 to 8 weeks to be synced on all listing platforms.

Overview Once you start an email marketing campaign, Vendasta tracks how recipients engage with the campaign to help you make insightful decisions. When you open a campaign, you can view how many recipients received, opened, and clicked through each email in the campaign. You can also view how many times an email bounced, or how many recipients unsubscribed from an email.All activity is always attributed to the original recipient, even though external processes and systems can sometimes initiate the activity. There are no clear indicators to differentiate if these activities are initiated by a human or an automated program, resulting in some Open Rates or Click-Through Rates (CTRs) being falsely registered on behalf of the recipient. Here are some common reasons why that may happen: Third-party unsubscribe links: Our email campaigns contain an unsubscribe link. When this link is clicked, it only registers as an “unsubscribe” and not as a click. However, many email clients nowadays have the option to ask the recipient to unsubscribe from suspected spam/newsletter emails. If the recipient unsubscribes using these third-party links, it registers with a click. Recipient email client settings: An email's open rate is recorded with a single tracking pixel embedded into the email. Usually, this tracking pixel is associated with an image. A recipient’s email client may block loading images to protect the recipient from spammers. If the email client blocks loading images, the open rate is not tracked. Spam and virus scanners: Some internet service providers (ISP) click on links within an email to check for security risks. When this happens, the clicks are recorded on behalf of the recipient.Unfortunately, these external initiations are out of our control. To maintain accurate email metrics, we recommend identifying domains that skew campaign metrics and segmenting those domains from your analysis. Export Campaign Activity After starting an email campaign, you can export a list of users who interacted with the campaign. Then, you can use that exported data to create a new user list and retarget those users with another campaign.To export campaign activity: Go to Marketing > Campaigns. Go to the Campaign Activity page.  At the end of a row in the campaigns table, click the three dots next to the Campaign, then click View History. Why is this important? The Email Builder streamlines the process of creating emails, offering an easy-to-use drag-and-drop functionality. This empowers you to save time and craft effective emails that engage prospects and drive conversions. How to create custom email campaigns Go to Marketing in the left navigation menu > Campaigns. Click Create Campaign in the upper right. Enter a descriptive name for the campaign that your salespeople will recognize. Click Create. Depending on what you want to do, click Add existing email, Create new email, or Add Snapshot Report.  If you select Create new email, you will immediately enter the Email Builder where you can build your email campaign. 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 after 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 menu and select Preview > Send test email.