F. David Schultz
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Articles
Votes on activity by F. David Schultz-
Automation Templates in Partner Center
We have a great collection of example templates that can help you get started using automation within the platform. Here, you will find a list of example templates along with a description of what ...
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Getting Started with Vendasta (Start Here)
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...
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Unbranded Sales & Success Center Walkthrough
Enable your sales team with an unbranded walkthrough of Sales & Success Center. This video looks at some of the core functionality for your sales people to add accounts, update their sales activity...
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Using Fulfillment Forms
Welcome to the exciting world of Fulfillment Forms! This article will walk you through the process of using fulfillment forms after placing an order and how they can streamline your experience. Pu...
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AI-assisted web chat widget for Vendasta Partners
As a Vendasta Partner, you have access to a complimentary AI-powered lead capture widget for your website. Learn how to install it quickly through our instructional video. This powerful widget is ...
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Getting Started Guide: Set up and white label the platform
With the right Vendasta plan you can white label the platform to match your brand. By following these steps, you can customize Business App, update certain products products, and configure communic...
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Getting Started: Onboard your customers (from pre-sale to post-sale)
The transition from pre-sale to post-sale is critical for the customer experience. Addressing this transition instills your customer with confidence. combats buyer’s remorse, and sets them up for a...
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Getting Started: Collect payments in-platform
Please note that the features described in this guide require a contracted subscription with Vendasta. Learn more. Getting Started Checklist Set up Vendasta Payments Set up tax rates (if applicab...
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Getting Started: Using Marketing Services
Vendasta's Marketing Services allows you to outsource your fulfillment work to our team of digital experts. By leveraging our team and our processes, you're able to deliver great websites, ad campa...
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Getting Started: Using Snapshot Reports and Email Marketing
After you've completed your initial setup, you may want to start adding new prospects and existing customers to the Vendasta platform. Once added, you can engage them with Snapshot Reports and emai...