diff --git a/docusaurus/docs/business-app/ai-onboarding-experience.mdx b/docusaurus/docs/business-app/ai-onboarding-experience.mdx index 5c8383da..73158354 100644 --- a/docusaurus/docs/business-app/ai-onboarding-experience.mdx +++ b/docusaurus/docs/business-app/ai-onboarding-experience.mdx @@ -183,6 +183,10 @@ Each card's button adapts to the account's state: When an SMB completes an upgrade, payment is collected through **Vendasta Payments** if you have it enabled — the SMB enters their card and checks out right from Home. If you don't use Vendasta Payments, the upgrade is sent to you as an **order** to process through your normal flow. +:::tip +For a full breakdown of how each card decides what to show and how to configure the upgrade path per product, see [Customizing the "Recommended for your business" cards](/business-app/recommended-cards-configuration). +::: + ## How SMBs dismiss the cards SMBs stay in control of their own dashboard. Both the work-done card and the product upgrade cards can be dismissed: @@ -284,6 +288,7 @@ The AI onboarding experience is available to Early Access partners first. To tur ## Related +- [Customizing the "Recommended for your business" cards](/business-app/recommended-cards-configuration) — how the upgrade cards decide what to show, and configuring each product's upgrade path - [Home Overview](/business-app/home) — the Business App Home dashboard your clients see - [Customizing the welcome email](/accounts/manage-users/welcome-email) — the classic welcome email and Marketing Campaign workaround - [Manage Users](/accounts/manage-users) — creating and managing Business App users diff --git a/docusaurus/docs/business-app/recommended-cards-configuration.mdx b/docusaurus/docs/business-app/recommended-cards-configuration.mdx new file mode 100644 index 00000000..37c67d15 --- /dev/null +++ b/docusaurus/docs/business-app/recommended-cards-configuration.mdx @@ -0,0 +1,73 @@ +--- +title: Customizing the "Recommended for your business" cards +sidebar_label: Recommended cards +sidebar_position: 4 +description: How the product upgrade cards on Business App Home decide what to show, and how to configure each product's upgrade path so the cards drive the outcome you want. +tags: [business-app, home, upgrades, marketplace, editions, ai, early-access] +keywords: [recommended for your business, upgrade cards, get started, contact us, self-serve upgrade, store packages, contact sales, edition upgrade, Vendasta Payments] +--- + +# Customizing the "Recommended for your business" cards + +The **Recommended for \[business name\]** cards on Business App Home let an SMB add your core AI products — Local SEO, Conversations AI, Reputation AI, and Social AI — without leaving Home. They're part of the [AI onboarding experience](/business-app/ai-onboarding-experience). + +Each card leads with a benefit headline and a button. **What the button does is driven entirely by your own product setup** — whether you sell the product, whether it's already active, and how you've configured its upgrade path. This page explains how a card decides what to show and how to configure the outcome you want. + +## Watch the overview + +
+ +
+ +{/* NOTE: this Google video must be shared publicly (Anyone with the link) for partners to play it. */} + +## How a card decides what to show + +These cards are designed to move SMBs up to the **Pro (or higher)** edition of a product. A card evaluates your setup for that product and the account's current state, then shows one of the following: + +| The card shows | When | +|---|---| +| **Get started** | You sell the product with an upgrade path clients can complete themselves — either a **self-serve upgrade** or **store packages** to display. Opens the upgrade flow right in Business App. | +| **Contact us** | You sell the product but route upgrades to your team (**Contact sales**). Opens the contact card in Business App instead of a checkout. | +| **Open \[product\]** | The product is already active at **Pro or higher**. The card becomes a link straight into the product. | +| **Activating. This will only take a few moments.** | The product is mid-provisioning. No button appears until it finishes. | +| *(the card is hidden)* | You don't sell the product, or the account is suspended. | + +In short: **if you sell the product and have an upgrade turned on, the card shows.** If the SMB is on a Pro/Premium edition already, the card links them into the product. If they're on Standard or have no active edition, the card invites the upgrade with **Get started** or **Contact us**, depending on how you've set the product up. + +## Configuring the upgrade path for each product + +You control the button by configuring each product's upgrade path in Partner Center. The same setup that governs how clients buy and upgrade elsewhere is what these cards follow — there's nothing separate to configure for the cards themselves. + +Go to **Partner Center → Marketplace → Manage Products** and open the product (Local SEO, Conversations AI, Reputation AI, or Social AI). In the product's settings, choose how a client can move up an edition: + +- **Self-serve upgrade** — the client completes the upgrade themselves. The card shows **Get started**. +- **Store packages** — you surface your store packages for the client to choose from. The card shows **Get started** and opens those options. +- **Contact sales** — the upgrade is handled by your team. The card shows **Contact us**, which opens the contact card in Business App. + +:::tip +Want the cards to drive self-serve revenue? Configure your core products for a **self-serve upgrade** (or store packages) so the cards show **Get started** rather than **Contact us**. +::: + +### How the client completes an upgrade + +When the card shows **Get started**, the upgrade follows your existing commerce setup — the cards don't change how you get paid: + +- **If you use Vendasta Payments**, the client enters their card and **buys the upgrade** right from Home. +- **If you don't use Vendasta Payments**, the upgrade is submitted to you as an **order** to process through your normal flow. + +For how an edition upgrade is billed (including proration on Vendasta's own products), see [Edition changes and proration](/marketplace/products/edition-changes). + +## Turning the cards off + +If you'd rather not show the upgrade cards at all, you can turn them off for every SMB. Go to **Partner Center → Administration → Customize Business App → Pages → Home**, and under **Page Features** clear **"Recommended for your business" cards**. Remember to click **Save**. + +:::info +This toggle controls the whole section for all of your SMBs. Individual SMBs can also dismiss cards for themselves — see [How SMBs dismiss the cards](/business-app/ai-onboarding-experience#how-smbs-dismiss-the-cards). +::: + +## Related + +- [AI onboarding experience](/business-app/ai-onboarding-experience) — the onboarding email and Home cards this section is part of +- [Edition changes and proration](/marketplace/products/edition-changes) — how upgrades are billed +- [Manage Products](/marketplace/products) — configuring your products and their upgrade paths