Getting Started Guide: Initial Setup (Start Here)

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Welcome! You're moments away from growing your revenue with Vendasta. This guide is for partners on a paid subscription plan to leverage all of the great features in the Vendasta platform. To learn more about what Vendasta is and get an overview of the platform's four main environments (Partner Center, Sales & Success Center, Business App, and Task Manager), you can learn more in our Platform Overview.

Getting started checklist

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: 

Follow these steps to get started with Vendasta:

  1. Customize your branding
  2. Customize your domains
  3. Update your email settings
  4. Add your team
  5. Set your business up in Business App
  6. Customize your customer experience
  7. Check out the next steps

Customize your branding (3 minutes)

Go to Partner Center > Administration > Partner Branding to add your logo, icons, brand color, and theme.

Learn more.

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Customize your domains (5 minutes)

Completing and submitting the custom domain form ensures that your customers and salespeople will be able to access the different parts of the platform through a link that represents your brand, instead of a gray-label link. Once the form is submitted, our Support team will make updates in the back end and reach out with further instructions so that you can update your DNS records with your domain registrar.

Learn more.

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Update your email settings (15 minutes)

There are two places you will need to update your settings: Administration and Marketing. By completing this setup, you will ensure that the emails that are sent out from the platform have maximum deliverability and are being sent under your brand.

Email Settings in Administration

Go to Partner Center > Administration > Customize > Email Settings and ensure that all of your email information and business contact details are accurate. 

Please note that in order to comply with anti-spam legislation, you will need to include a physical address here that will appear at the bottom of all of your emails. If this is left blank, your emails will not be sent out through the platform.

Learn more.

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Email settings in Marketing

Updating your email settings will ensure that the emails that are sent through the platform have maximum delivery. In Partner Center > Marketing > Email Settings you will see that we have a default authenticated domain for you that we will use to ensure your emails are delivered. 

Go down to Email domains and select Authorize a domain to add your own branded domain. Once you enter your domain, you will be provided with a list of records that will need to be added to your domain registrar. Note that once these have been added, it can take up to 72 hours for your domain to be fully authenticated.

If you need help with setting up your DNS records, we have additional information on this process for GoDaddy and Namecheap. If you use a different domain registrar and you are still needing help, you can reach out to our support team.

Learn more.

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Add your team (3 minutes)

It’s easy to add your team from Partner Center > Administration > My Team. Note that the number of active team members that you can add is based on your subscription.

Admins will have access to Partner Center, but you can configure their level of access.

Salespeople will have access to Sales & Success Center. Make sure to send them the welcome email so they will be able to set up their login. Manager users will have access to all market information across your sales teams.

Digital agents have access to Task Manager to do fulfillment. Manager users will have access to delete tasks and projects.

Learn more.

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Set up your account in Business App (15 minutes)

To get your own business set up in Business App, you will need to complete three steps: create an account for your business, add yourself as a Business App user, and connect your accounts in Business App.

Create an account for your Business

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.

Learn more.

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Add yourself as a Business App user to your account

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.

Learn more.

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Connect your accounts in Business App

In Partner Center > Businesses > Accounts, click back into your account.

Click Open In and select Business App.

On the navigation bar on the left, go to Settings > Connections.

You will be able to connect a variety of accounts including your Google Business Profile and Facebook Business Page. Click the + on each account you want to connect, enter your credentials, and allow Business App to have access.

This will allow you to view rich data throughout Business App and connected products. Remember these steps so you can help your customers connect their own accounts in Business App.

Here you can find additional details for connecting social media accounts, Google Analytics, Google Search Console, and Quickbooks.

Learn more.

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Customize your customer experience (20 minutes)

Go to Partner Center > Businesses > Manage Business App > Customize Business App. This is your portal to customize and configure the customer experience including Business App name, default notifications, Business App page and connection access, and more. Walking through each section includes embedded resources that provide context and details on the settings you can update. Click through each page and check the settings to make sure they fit for the kind of customer experience you want to create.

Here are some things to keep in mind:

  • The Customize Business App section will take you to other settings for the platform that your customer interacts with, so it can act as your one-stop area to adjust the whole customer experience.
  • If you uncheck any of the "Show this page" checkboxes, then that page will not be shown to any Business App Users at all.
  • Remember to hit the Save button after updating any of the settings in the different sections.

Learn more.

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Check out the next steps

You've done it! You've completed the initial setup of the Vendasta platform. There are a lot of ways that you and your team will be able to leverage the platform to sell new products and services, engage your prospects and customers, and sell more efficiently. Check out our other getting started guides and video walkthroughs listed below and check out the additional links for more learning.

Set up your store for success

Collect payments in-platform

Engage your prospects and customers

Consult your hot leads

Activate products for your customers

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Need help?

Support On-Demand can answer your questions or put you in touch with those who can. You can us at Learn more.

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