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

Automation triggers are specific actions that start your workflows. There are numerous triggers to choose from, and we're frequently adding more.  Some triggers are simple and are ready out-of-the-box, while other triggers may require specifying trigger options. Learn more about triggers here. Below is a full list of all currently available Automations Triggers: what the trigger is, an overview of what it does, any special cases, and example use cases. For some triggers, we may have a linked article with more detail on how the trigger works Trigger Overview Special Cases Example Use Cases Businesses       An account is created Starts the workflow when an account is created. The trigger is not able to detect likely duplicates (e.g. Jim’s Mowing and Jim’s mowing) When an account in Quebec is added, tag the account as possibly needing a salesperson fluent in French. An account is added to a list Starts the workflow when an account is added to a specified list. The trigger will not fire if the account begins on a list. When an SMB is added to the High Touch Client list, assign an experienced salesperson. An account is charged for a product Starts the workflow when a client account has been charged for a product   When a product, for instance, Reputation Management, is added to an account, an invoice is sent to the client. A user is active in Business App Starts the workflow when a user logs into Business App   When a user logs into Business App, a notification is sent to the assigned Salesperson A customer asked a question Starts the workflow when someone sends a message through here in the Business App. This was an original hot lead that has been migrated into built-in automation. When a user clicks the help button, assign a fulfillment agent to follow up. A user is added to an account Starts the workflow when a user is added to an account. If a user is removed from the account and then re-added, the automation may fire a second time. An SMB wanted a staff member added to their account to help administrate purchased products. When the partner adds the staff member to the account, an email campaign with helpful information is started. A company is created  Starts the workflow when a company is created.   When a company is created with missing data, assign a task to a salesperson to reach out and acquire that information. A contact is created Starts the workflow when a contact is created.   When a contact is created with missing data, assign a task to a salesperson to reach out and acquire that information. Get the associated account Given a company, get the account associated with it. If there’s no account, it will create one. I have a company and I want to start a campaign on it, so I get the account first since campaign actions are only available on accounts currently. Campaigns       There’s activity on a campaign email Starts the workflow when a campaign email is opened or clicked. Open and click can be differentiated. Only CTA clicks are counted. It is not possible to differentiate which link is clicked. There may be multiple users within the account, but the trigger only fires for the first user to click (unless the “run multiple times per account” setting is checked).  Learn more about click tracking A campaign has been sent to prospective leads. When a lead clicks the email, assign a task, a salesperson, and mark as a hot lead.  Fulfillment       A fulfillment project status is changed Starts the workflow when a user changes the status on a fulfillment project.   A fulfillment manager changes the status of a client fulfillment project from 'open' to 'in progress'; the assigned Salesperson receives an email updating them on the project status. A fulfillment project for an order changes status Starts the workflow when a user changes the status on a fulfillment project order.     A fulfillment task status is changed Starts the workflow when a user changes the status of a fulfillment task.   A fulfillment manager changes the status of a client fulfillment task from 'in progress' to 'complete'; the assigned Salesperson receives an email updating them on the task status. Products       A user on the account views a package Starts the workflow when an SMB views a package in the store in Business App. This was an original hot lead that has been migrated into built-in automation. When an SMB shows interest in Website Pro, send a promotional email with a discount. A product is activated Starts the workflow when a product is activated. (This includes custom products enabled by the partner) A product may be activated multiple times, but automation settings may mean the trigger is fired only once. When a website trial product is activated, send an email advertising web development services.  A product is deactivated Starts the workflow when a product is deactivated. (This includes custom products enabled by the partner) A product may be deactivated multiple times, but automation settings may mean the trigger is fired only once. When a high-profit product is canceled, notify a salesperson to follow up and investigate. A shopping cart is updated Starts the workflow when someone updates a shopping cart in the marketplace. The shopping cart only includes the product marketplace. When a shopping cart is updated, wait until an order is placed. If no order is placed after three days, send a follow-up email. Sales       An opportunity is created or status changed Starts the workflow when an opportunity is created, moves into a new pipeline stage and/or is closed. If an opportunity begins in the indicated pipeline stage the automation won’t run. When an opportunity is identified, upgrade the hotness level of an account. A sales order status is changed Starts the workflow when a sales order status changes. The sales order may originate from one or any source. If the sales order begins with the indicated status, the automation may not fire.  When an order is drafted, wait up to 24 hours for the order status to move to pending. If it hasn’t been issued after this time, create a task to investigate why the order wasn’t completed.  A user on an account makes a payment Starts the workflow when a customer makes a payment. The payment can succeed or fail. None When a payment fails, begin a Dunning process (i.e. using multiple actions) to ensure payment is collected. A sales task status is changed Starts the workflow when a sales task has its status changed to a specified status. The task’s assignee and task name can also be specified for the event. The corresponding “Delay until an event happens” action that uses this trigger doesn’t currently allow assignee and task name filters, due to the task event being a resource that is fetched and used as output data on the trigger but similar infrastructure doesn’t currently exist on the “delay” action. When a task named “follow up” and assigned to “Joe Smith” changes its status to waiting on the customer, send an email letting the customer know. A Snapshot Report is created Starts the workflow when a Snapshot Report is created All snapshots generally start as F ratings. This is because web scraping takes time. Users are advised to add delay steps after this trigger to ensure more accurate ratings are available. When a Snapshot Report is created, create a task to schedule a follow-up call. Assign a fulfillment agent to that task. Manual        Triggerd Manually Automations can also be triggered manually, much like shortcuts, whenever needed. Currently, manual automation triggers are available for Account Groups, Companies, Contacts, and Orders. When managing customer interactions and data, users need a way to quickly initiate automations for specific accounts, companies, contacts, or orders on demand, so they can streamline repetitive tasks without waiting for scheduled triggers, allowing for greater flexibility and efficiency in managing their workflows. When managing orders, I need the ability to manually add and remove tags through automation, so I can quickly update order information and keep it organized in real-time. When a new order is created, I need a manual automation to check the order status and, based on an inputted number of days, automatically add a tag if the order remains in drafts and archive it if it exceeds the specified timeline, ensuring timely follow-up and efficient order management. Advanced       It’s triggered via API for an account   API Documentation   A webhook is received  Starts the automation when the user POSTs to the given URL with the user-defined payload.   I want to integrate Vendasta into a third party system. Triggered via Zapier Starts the automation when the “Run Automation“ action is used in our Zapier app. Trigger an automation using Zapier. I want to make an automation that I can trigger from Zapier, to update contacts in the CRM, and send along the data as Zapier provides it. Contacts       When a contact is created or modified Automations can be triggered when a CRM contact is created or modified.   When a contact has their email updated, send them a new email confirming their email. A contact is created via Web Chat Automations can be triggered when the AI Web Chat creates a contact.   When a potential prospect is captured by the AI Web Chat on your website, notify a Salesperson to reach out to them. Companies Automations can be triggered when a CRM company is created or modified.   When a company has their salespeople updated, alert the salespeople they are assigned to a new company.

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

You have the option to hide your physical business address in Listing Sync Pro, Listing Distribution, 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.

Streamline Local Lead Generation: Leverage the Enhanced "Find Leads" 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 Leads” 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 Leads" feature Step 1: Go to CRM > Companies, and then click Find Leads. 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.

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

The Review Grade is a letter grade given to your clients’ businesses to evaluate their online review presence. The Review Grade is currently used in our Sales intelligence report, Snapshot Report, to evaluate the business’s online reputation before partnering with your company. The Review Grade in the Executive Report enhances reporting transparency for your clients and shows proof of performance over time. Recommended Reading: Know Exactly How to Improve Your Clients' Reputations with the Review Grade How is the Review Grade calculated? The Review Grade is calculated based on the business’ performance in four categories: Average review score Number of review sources Reviews found Number of reviews found per month Scores in the four categories are then combined and compared to the industry average to get the final letter grade using this percentile grading system: A = 90 - 100th percentile B = 75 - 89th percentile C = 50 - 74th percentile D = 30 - 49th percentile F = 0 - 29th percentile For example, if a business has an average review score of 3.5. This puts the business in the 10th percentile compared to the industry average (4.32) and industry leader (5). This category receives an F. The same calculations are done for the other three categories and a combined score results in a Review Grade of C. The Review Grade is turned on by default.   How do I disable the Review Grade? We do not recommend disabling the Review Grade from your clients' Executive Reports, however, you may do so from a setting in Partner Center. Follow these steps if you'd like to turn off the Review Grade for all markets (if applicable): 1. Log in to Partner Center  2.  Administration > Customize Business App > Executive Report > Review Grade 3. Uncheck the box beside Show Review Grade Card in Executive Report for SMBs. All markets will abide by these Partner settings. If you wish to enable the Review Grade for select markets, follow the steps below, but ensure the setting is set to Enable. Follow these steps if you'd like to turn off the Review Grade for select markets: 1. Log in to Partner Center > Administration > Customize Business App > Executive Report > Review Grade 2. Click the tab 'Markets'. 3. Uncheck the box beside Show Review Grade Card in Executive Report for SMBs.

When a Snapshot Report is created, a demo version of Reputation Management is activated for 7 days. When a client decides to purchase Reputation Management Standard/Pro/Premium, you will need to convert that trial product to the new edition by following these steps: Visit Partner Center at partners.vendasta.com Click the Accounts tab > Manage Accounts. Search for the account in question. Once you have located the account you would like to upgrade, click on the account name. Select the three dots menu to the right of the Reputation Management Trial product and click Upgrade from Trial. 6. Choose a version of the Reputation Management product. 7. Check the box to consent to charges, then click on Upgrade to Paid.

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.

The Vendasta team has been working hard to bring new advancements to the new CRM within Partner Center. Since its launch in November 2023, the Partner Center CRM has evolved to become the best place for Vendasta Partners and their Sales teams to sell solutions to SMB clients. This significant advancement towards a unified CRM experience is beneficial to partners with and without dedicated sales teams, providing a cohesive all-in-one platform experience to Partner Center users, and limiting access to salespeople-only users when necessary. Take a look at the Vendasta Changelog for all of the details and FAQs.  Starting June 24th, 2024, new partners that register for Vendasta will not have access to Sales & Success Center.  Existing partners (those who have an account prior to June 24th) retain access to Sales & Success Center but are encouraged to migrate to Partner Center CRM as soon as possible. Sales & Success Center will eventually be sunsetted for all partners at a future date, to be determined.  All existing partners except the partners who are currently white-labeling the Sales & Success Center  (via a setting in Administration) will start seeing a Partner Center button in Sales & Success Center which will redirect their salesperson to the new CRM in Partner Center. All new salesperson welcome emails will also direct salespeople to Partner Center as well. Custom Domain Requests: Partners white-labeling Sales & Success Center can request custom domains for Partner Center based on their subscription tiers. Custom Domains are available on all subscription tiers with the exception of Starter, Startup, and Individual plans. Beyond custom domains, partners can further white-label the Partner Center experience for their salespeople by ensuring they have their role set to “Salesperson”. Why migrate to the new CRM in Partner Center? Integrated and seamless workflow: Manage sales cycles, gather leads, and launch targeted email campaigns within Partner Center (instead of needing to switch to Sales & Success Center). Unified sales activities and data streamline user experience. For example, sending Campaigns to a list of “users” was cumbersome. Today, it’s significantly easier with “Contacts”. Automation and expansion capabilities: Includes AI-assisted web chat widget and Form Builder for capturing leads. Users can also run bulk actions on Contacts and Companies from manual automations, with more system automations coming soon (like “assign task”). Zapier integration enables extensive automation and custom workflows. Enhanced customer and sales management: New "Companies" and "Contacts" tabs offer flexible customer management and advanced filtering. Partners can collect Contact information from Forms and AI Lead Capture without the need to create an Account for the business. They can nurture that Contact with emails, and then eventually move them into a Company. Enhanced Company profiles and Snapshot Report integration on the Companies table improve sales prospecting. How do I migrate my team to the new Partner Center CRM? Starting June 24th, 2024, provide your team members with access to partners.vendasta.com. You can provide the link to Partner Center directly. You can invite new salespeople by visiting https://partners.vendasta.com/my-team and clicking “Invite team member” in the top-right. If your salesperson is already listed in the “My Team” table, you can invite them to Partner Center by clicking the kebab menu next to their account on the page above and selecting “Resend Welcome Email”.  You can adjust the permissions of your salespeople in Partner Center by clicking the kebab menu and selecting “Edit member”.  This will allow you to to configure what they have access to in the Partner Center CRM. Call to Action Existing Vendasta Partners are encouraged to familiarize themselves with the exciting new features of the Partner Center CRM and watch for future updates. The Vendasta team will provide legacy access to Sales & Success Center until a future date, to be determined. 

Email marketing campaigns can be paused or unpaused from Partner Center. Currently, pausing and then unpausing a campaign will not preserve buffering recipients. Pausing a campaign will move all recipients to Stopped, including those that were buffering before the campaign was paused. Unpausing a campaign will move all Stopped recipients to In Progress, including those that had been buffering before the campaign was paused.When a campaign is paused, all preset email drip timing will be reset. For example, if a campaign is paused, each recipient will be reset to wait the full duration between the step they last received and the next step they should receive. To pause/unpause an email campaign: Go to Partner Center > Marketing > Campaigns. Search for the campaign you want to pause. Click the three dots  at the end of the campaign row. Click Pause Campaign or Resume Campaign. You can also pause/unpause the campaign from the campaign page. Click Actions in the upper right corner of the screen, then click Pause Campaign or Resume Campaign.  Issues with unpausing email campaigns If a campaign will not unpause, it is likely due to one of the following reasons: Account(s) on the campaign is missing a Snapshot Report when a Snapshot is required for the campaign. Retry after ensuring that all accounts have a Snapshot Report. See this article for more details on how to leverage the Snapshot Creation campaign step within your email campaign. Account(s) on the campaign are missing a specific product or add-on when a specific product or add-on is required for the campaign. Retry after ensuring that the required product—according to the campaign’s content—is active on all accounts. If the mailing address information is missing, an unsubscribe option will not be available. Check your email settings under Partner Center > Administration > Customize > Email Settings for more details. The loading deadline may have been exceeded. If this is the case, ensure that you are connected to the internet and try again.

Use forms to collect information from your visitors, and capture them as leads. With Vendasta, you can effortlessly create forms to integrate into your websites. Create a form In Partner Center, navigate to Marketing > Forms. In the upper right, click Create form. Enter a name for your form. Click Create. Adding and editing form fields Adding form fields on your form to gather data from visitors. You have the option to add a rich text area among the fields, which allows for the addition of customizable text, headers, or space within your form. By default, Email is required for a form submission to generate a contact, and Company name is required to generate a company. We verify the validity of an email address before allowing submissions. Additionally, company details are automatically captured when a company is selected from Google-powered search boxes in the company name field. To add a form field: In the “Build” tab, use the search bar to find an existing contact or company field that you would like to collect from your visitor and drag and drop the field into the main panel. Repeat and add all the contact and company fields you would like to collect from your web visitors. Editing a form field: There are a few different settings you can have on each form field For all field types You can set a default value, which will be submitted when the user submits an empty field. You can mark the field as required, and the user can’t submit the form without filling in the required field. You can make the field hidden, so users won’t see the field and can’t edit it when they fill out the form. You can also populate the specific form field dynamically, which will take the query parameter from the URL to fill in the field. For example, if you have a form that’s put on this link: https://www.example.com/form?campaign=spring-promotion If you put “campaign” on this setting, it will pre-fill the form field with “spring-promotion” when the user submits the form. For the string field You can switch it to an open text field, drop-down, or provide a radio button option Styling the form In the “Design” tab, you can style the form’s container, font, and button. Embedding the form In the upper right corner, Click “Embed”. In the “Embed Form” pop-up, click “Copy Code”. Paste it on the website you want to embed the form on as a HTML snippet. Use automation with forms For any contact and company created from form submission, they will have their record source captured as “Form”. With this, you can leverage automation to automate different processes, including generating a Snapshot Report, sending a follow-up email, adding them to a drip campaign, or creating sales task. Here are two automation templates that you can get started with: Create a Snapshot Report when a form is submitted. Send a follow-up email when a form is submitted. Spam prevention You can set up reCAPTCHA in the form to prevent Spam. In the form builder, under “Setting”, you can find a section called “reCAPTCHA settings”, and it will be set up automatically after you generate the site key and secret key. The generation process takes several minutes and you can learn how to generate your site key and a secret key for free here.

When creating a Snapshot Report for a prospect, the Reputation Management trial will be activated. This allows your prospects with access to Business App the ability to work in Reputation Management unrestricted for seven days after the Snapshot Report has been created. Once the trial has expired, Business App users will still have access to a limited version of Reputation Management. This will allow them to view any data that had been entered previously, but Reputation Management will not check for changes to listings, look for new listings, or pull in any new reviews. This feature can be toggled on or off via the "Allow users to access 7-day trial and limited preview" option in Administration > Customize > General Product Settings > Reputation Management section within Partner Center.   With the feature toggled on anyone with access to Business App will be able to interact with the trial version of Reputation Management, and if the feature is toggled off Reputation Management will not appear. In addition, under Marketplace > Products, "Offer Free Trial" has to be turned on.

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

You can now allow your clients to invite other businesses to Business App, helping you acquire new leads and grow your customer base.  To turn on this setting: Create a landing page on your website to attract new customers. It's best if this page contains an Acquisition Widget so prospects can sign up, receive a Snapshot Report, or try free products. Go to Partner Center > Administration > Customize Business App > Add Your Clients Copy and paste the link to your landing page in the Invitation Landing Page URL field. Click Save.     Once the link is provided, an Invite a business button will appear in the profile section of the Business App.      When one of your clients clicks this button, they'll see this page (below) where they can copy the link to your landing page. They can then share this link with other businesses.     When a new business clicks on the link, it'll go to your landing page. If you've embedded an Acquisition Widget on the page, they can submit their contact information there. Want businesses to self sign-up for Business App? Configure the Acquisition Widget to create a Snapshot Report. New businesses will receive an email with the Report, and when they open the Report, they'll see a button to preview Business App. From there, they'll see the option to Sign up for the app. Configure the Acquisition Widget to send a campaign that includes a link to preview Business App (use the Business App Preview dynamic component). This button will allow businesses to preview Business App, where they'll see the option to Sign up for the app.   Start acquiring new customers 

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

You can use dynamic content to personalize your emails and improve the effectiveness of your campaigns. How does dynamic content work?Once your email is sent, the platform automatically replaces dynamic content with real information about your prospect/customer, products, and more depending on the content you chose. That means you only have to build one campaign, and the content in your emails will automatically be personalized! To add dynamic content from the Create Content or Edit Content page: You can access the Create Content or Edit Content page by creating a custom campaign or editing an existing campaign. Here is how you can add Dynamic Components to the Email Builder:  1. Navigate to Partner Center > Marketing > Campaigns > Create Campaign > Name your new campaign > Create new email. 2. From here, you can add Dynamic Components to your Subject Line and Inbox Preview Text. Once you have added a new block of text for the body of your email, you can also insert Dynamic Components: Options for dynamic components include:  Account details Partner details Salesperson details  Business App details  Snapshot Report Product details  Once a category is selected, further options to add specific details will become available: 

Account Lists are a great way to group and organize your customer accounts. Account Lists allow you to perform bulk actions that affect each account in the list, including: Exporting account data Adding account tags Sending email campaigns Pausing email campaigns Creating Brand Reports Creating and refreshing Snapshot Reports Activating products and add-ons Changing the Market the accounts are assigned to For more information on creating and managing account Lists, please refer to these articles: Create account Lists Import account Lists Add accounts to Lists List actions Remove accounts from Lists  

Our dedicated team of product and platform experts known as Onboarding Specialists are assigned to your account for 90 days when you purchase an onboarding package. They will assist you in getting your agency set up for success in our platform by providing comprehensive training on:  Adding accounts Building your store Building email marketing campaigns  Setting up automations Running, customizing, and sending Snapshot Reports Adding your team  Building sales and customer onboarding processes  And so much more!  To learn more about our Onboarding packages, please contact us at onboarding@vendasta.com.

Whenever a prospect has had either customer or sales activity, their account will be highlighted in Sales & Success Center with a red dot until the assigned salesperson views that activity—similar to an unread email. When an activity is unread, a red dot will appear beside the account.   Recent activity can also be triggered by the following: Sales action: Replied by email Email sent Email received Inbound call Outbound call Meeting Opportunity created/ won/ lost/ updated Archived business Unarchived business Opportunity reopened Snapshot creation Account created Submitted for customer approval Inbound message Quote accepted Meeting booked/ rescheduled/canceled Customer actions: Email, Sent, Received, Opened, Bounced, Clicked Connection of account in Business App: Facebook, Google Business Profile Business App activity Updated business profile Click contact sales and send a message when viewing a product/package Asked a question through the contact us box NOTE: You must be logged in as the salesperson assigned to the account in order to automatically mark an activity as read. In other words, when you impersonate a salesperson via Partner Center, viewing an account will not automatically mark its activity as read.