Welcome! You're moments away from growing your revenue with Vendasta. Use this guide to get started with your Free plan.
Included in this guide:
What is Vendasta?
Platform overview
Getting started checklist
What is Vendasta?
Vendasta is an end-to-end platform for channel partners who sell digital products and services to small and medium businesses. We offer a marketplace of resellable products and services and an automated marketing platform to help you acquire more small and medium business customers, retain them for longer, and grow your recurring revenue.
Platform overview
The full Vendasta platform has 4 environments. With the Free plan, you have access to two of these environments: one for you, and one for your customers. Together, they empower you to provide products and services to local businesses.
In Partner Center, you can manage your customers, set up your products and services, and build your store. In Business App, your customers can browse your store, access the products they’ve purchased, and view proof-of-performance reports. Learn more
Getting started checklist
- Build your online store
- Set up your business account
- Sell with Snapshot Report
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Prepare your customers' experience
- Reach out for more help
Build your online store
Explore ready-made packages to sell
In Partner Center, go to Marketplace > Packages and then look at your default packages or click on Recommended Packages. You will find a number of suggested packages titled "Digital Success" that provide you with a great starting point for a small business marketing stack. Add them to your store if they are not already there and feel free to change them to suit your strategy.
Discover more products in the Marketplace
Go to Partner Center > Marketplace > Discover Products. Click into some of the products that look interesting to you and look to see if they have any add-ons, what screenshots and files they have available, and what help resources they have. You don’t need to be an expert on every product or look through every option, but knowing how to navigate and find the resources you need will help when it comes to adding new products or answering client questions.
Learn more in the full guide
Check out our complete guide on setting up your store!
Set up a business account
To get started, we recommend adding your own business as a business account in Partner Center. You can follow these same steps to add in a prospect or a customer as well. Business accounts are free, so try adding a few!
Add your business account
Go to Partner Center > Businesses > Accounts and click Create Account
If you have a Google Business Profile, then you can search your business name, otherwise click “Skip to Account Creation” and manually enter your business details.
Remember, if you don’t have an office that customers would go to, you should check your business off as a “Service Area Business”.
Assign yourself as a Salesperson for your account under the Administration section.
Click "Create account" after you have filled out all of the information.
Add yourself as a business user
Go to Partner Center > Businesses > Users and click Create User.
Fill out your name, email, and other information.
Check the box to send yourself the welcome email to see what your customers would experience.
Once you have created your user, click on the Add Account button on the right side of the screen. Select the account for your business by clicking the checkbox next to it and then click Add Accounts.
Sell with Snapshot Report
Snapshot Report is an amazing tool to help you assess a small business's online presence. For the best insights on how to sell with the Snapshot Report, take our course: Become a Snapshot Ninja.
Create and send Snapshot Reports
To create a Snapshot Report, complete the following:
- Go to Partner Center > Businesses > Accounts
- Click the "document" with a + icon in line with the account
- Click Create on the popup (note that charges may apply)
Learn about all the methods of creating a Snapshot Report here.
To send a Snapshot Report, complete the following steps:
- Go to Partner Center > Businesses > Accounts
- Click on the "document" icon after the Snapshot has been created
- Click "View Full Report" from the panel
- Click the "paper airplane" icon in the top right of the report
- Fill in the details
- Sender name and email (your info)
- Contact email (recipient info)
- Adjust subject and message as desired
- Click Send
Customize Snapshot Reports
You can customize Snapshot Reports to show, hide, or move information that will be most relevant to your prospect. To start customizing, complete the following steps:
- Go to Partner Center > Businesses > Accounts
- Click on the "document" icon after the Snapshot has been created
- Click "Edit Report" from the panel
- Click "Allow" on the permissions page
Here are some of the actions you can take to customize an individual Snapshot Report:
- Change the order of the sections of the report
- Hide sections of the report
- Hide blocks inside each section
- Add SEO keywords
- Add competitor data (based on a competitor URL or another Snapshot Report you have run)
- Change the language and videos in the Report
Prepare your customers' experience
You can give your customers access to Business App. This is where they will use their do-it-yourself products, check for updates on their services, and find in-depth reporting for proof of performance.
Activate products
- Go to Partner Center > Businesses > Accounts
- Click into the account for which you want to activate products.
- Click Activate Products.
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Select the products, packages, and add-ons you want to activate.
- Certain products and add-ons allow you to purchase multiple quantities. This is represented to the right of the product beneath the “Quantity” heading.
- Some products may be dependant on other products to be active. If this is the case, a pop-up will appear after selecting a product with a dependency and ask you to add all of the dependent products
- Click Proceed to Next Step.
- Confirm the order looks correct. If so, check the confirmation box and click Purchase.
If you don't see a product you want to activate, make sure that you have clicked Start Selling on the product in Marketplace > Discover Products. You can learn more about selling products and setting up your store in our Build Your Store: Quick Reference Guide.
Set up connections in Business App
The connection progress varies between each type of connection you want to make, but the process generally follows these basics for each one:
- Go to Business App > Settings > Connections
- Click the + to the right of the app name you want to connect
- Sign in with your credentials to the app (eg. Google, Facebook, etc)
- Within the app, grant permission/access for the account(s)/page(s) that will need to be connected
- Back in Business App, click Select on the account/page that will be connected
Help your customers connect their own accounts with our unbranded welcome video.
Need help?
Support On-Demand can answer your questions or put you in touch with those who can. You can reach these experts at support@vendasta.com, our chat in Partner Center, and our chat in the Resource Center. Learn more