White Label: Pricing & Other

💰 How to Protect and Control Your Service Pricing

This article is for sellers who are concerned about their service pricing — whether due to negotiation pressure from clients or uncertainty about what rates are currently active on their account. Search Atlas does not set, change, or negotiate your prices on your behalf. This guide explains how to take ownership of your pricing and what to have ready if you need support. 🔍 Common Causes of Pricing Confusion - Client or third-party pressure: If a client has asked you to lower your rates, that conversation happened outside the platform. Search Atlas has no role in those negotiations. - Uncertainty about active rates: If you are unsure which rates are currently live on your account, you will need to review your settings directly and confirm each figure was set intentionally by you. 🛠️ Step-by-Step 1. Audit your current rates: Log in to Search Atlas and navigate to the Agency Dashboard. From the left sidebar, go to Settings, then select Services & Pricing (sometimes labeled Deliverables depending on your account type). Here you will see each service line and its associated rate. Review every figure to confirm it matches what you intend to charge. 2. Update any rate you did not set: Within Billing > Services, click the rate field for any service you want to correct, enter your intended price, and save the change. Repeat this for each incorrect or unrecognized figure. 3. Document your pricing outside the platform: Keep an external record — such as a spreadsheet, signed proposal, or contract — of your agreed rates with each client. This serves as your authoritative reference if a dispute arises. 4. Communicate your rates directly to clients in writing: If a client believes a lower price was agreed, address this with them directly. Search Atlas does not mediate pricing disputes or generate binding quotes on your behalf. 5. Deactivate any rate you cannot verify: If you are unsure how a particular rate was set, use the toggle or remove option next to that service line under Billing > Services to deactivate it until you can confirm the correct figure and re-enter it intentionally. ✅ How to Confirm It Worked After updating your pricing, navigate back to your avatar menu > Billing > Services and reload the page. Verify that every rate displayed matches exactly what you entered. If the numbers are correct across all service lines, your pricing is set as intended. 📋 When Escalating to Support If you have followed the steps above and still cannot locate where your rates are stored, or if you believe a rate was changed without your action, contact our team and have the following ready: your account or agency name, the specific service and rate in question, and the date you first noticed the discrepancy. This will allow us to investigate efficiently. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚙️ How to Manage Your Own Pricing in Search Atlas

This article is for sellers or agency users who are concerned that their pricing has been changed without their knowledge. To be clear: Search Atlas does not adjust, override, or recommend changes to your rates. All pricing is set and controlled entirely by you. This guide explains where that control lives and how to confirm your current rates are exactly as you set them. 🔍 Common Causes of Pricing Confusion - A team member updated the rate — if multiple users have access to your account, another user may have edited the pricing settings. - A default or placeholder value was applied — some fields may display a default figure until you explicitly save your preferred rate. - Platform communications were misread as directives — suggestions or benchmarks shown in reporting screens are informational only and do not alter your actual pricing. 🛠️ Step-by-Step 1. Log in to your Search Atlas account and navigate to the top-right avatar → Billing → Services — this is where service pricing is configured. 2. Locate the pricing or rate field for the relevant service. Review the current value displayed. 3. If the value does not match what you intended, type your correct rate directly into the field. 4. Save your changes using the save or confirm button on that screen. 5. If you manage a white-label setup, also review any pricing-related fields within your white-label or agency configuration area to ensure your rates are reflected there as well. ✅ How to Confirm It Worked - After saving, refresh the page and reopen the pricing field — confirm the value shown matches exactly what you entered. - If your pricing appears in any client-facing reports or proposals generated through the platform, open one of those outputs and verify the rate displayed is correct. - Check your activity or change log (if available in your account settings) to see whether any recent edits were made and by which user. - If the value reverts or still looks incorrect after saving, take a screenshot of the field showing the incorrect value, note the service or section where it appears, and contact support so a team member can investigate directly. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💡 How to Understand Seller Pricing Control in Search Atlas

This article addresses a common concern: the belief that Search Atlas has lowered your pricing or pressured you to reduce your rates. To be clear, Search Atlas does not set, adjust, or influence your seller pricing in any way. Your rates are always under your full control. This guide explains how pricing works and how to confirm your current rates are exactly what you set. 🔍 Common Causes of This Concern - Informational displays vs. requirements: Some areas of the platform may display data or reference values. These are informational only — they are never applied to your account automatically. - Misread rate fields: A value in a pricing field can look like a change, but it only takes effect if you explicitly save it. - External platform policies: If you operate across multiple platforms or channels, pricing policies outside of Search Atlas are separate and are not controlled here. 🛠️ Step-by-Step: Verify and Correct Your Pricing 1. Log in to your Search Atlas account and click the apps-grid icon in the header, then go to More Features → Help → Pricing to open the Pricing page. 2. Review each rate value displayed and compare it against your own records of what you intended to charge. 3. If any value differs from what you set, update the field manually by typing in your correct rate. 4. Review any other visible pricing fields on the same screen to make sure all values reflect your intentions. 5. Save your changes using the save or confirm button on that settings page. ✅ How to Confirm It Worked - After saving, refresh the page and reopen your pricing settings. Verify that every rate field displays the exact value you entered. - If your service is visible to clients, open the client-facing view or preview and confirm the displayed price matches your saved rate. - Check any active quotes, proposals, or reports that reference your pricing to ensure they reflect your updated figures. - If a rate still appears incorrect after saving and refreshing, note the exact field name and the incorrect value shown — you will need this information when contacting support. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚙️ Vendasta Account Settings Access Explained

🔍 Overview If you access Search Atlas through a Vendasta-integrated account, you may notice that certain settings options — typically found in the top-right corner of the platform — appear restricted, grayed out, or are not accessible in the usual way. This is expected behavior and is tied to how Vendasta manages account permissions for its partner ecosystem. This article explains why this happens and walks you through the options available to you. ⚙️ Why Settings Are Restricted When Search Atlas is accessed via a Vendasta reseller or partner account, Vendasta controls certain account-level settings on behalf of the agency or reseller who provisioned your account. This means: - The top-right avatar menu may have limited or no access to the standard Settings page. - Profile and account configuration options may not appear as they would in a standalone Search Atlas account. - Some features, such as billing details or team member management, are managed directly within the Vendasta platform rather than inside Search Atlas. This restriction is a deliberate part of the Vendasta integration and is not a bug or an error with your account. 🗺️ How to Navigate Your Available Settings Even within a Vendasta-integrated account, there are still settings you can access. Follow these steps to find what is available to you: 1. Click your avatar or account icon in the top-right corner of the Search Atlas platform. 2. Review the menu options that appear. Depending on your permission level, you may see options such as Team Members or account-related links. 3. If Team Members is visible, you can access it from the top-right avatar menu → Team Members (Settings) to manage users associated with your account. 4. For settings that are not visible or accessible here — such as billing, profile layout, or subscription details — you will need to log in to the Vendasta platform directly and manage those settings from your Vendasta dashboard. 💡 What to Do If You Cannot Access a Specific Setting If you are trying to reach a specific setting and it is not available inside Search Atlas, follow this approach: - Contact your agency or reseller: If your account was set up by an agency or Vendasta partner, they have administrative access and can update settings on your behalf from the Vendasta platform. - Check the Vendasta dashboard: Log in to your Vendasta account directly and look for the relevant configuration options under your profile or business settings. - Confirm your permission level: Your access level within the Search Atlas account may also affect what you can see. Ask your account administrator to review and update your role if needed. 👥 Managing Team Members If your goal is to add or manage team members within Search Atlas, this is one area that may still be accessible depending on your role. To check: 1. Click your avatar in the top-right corner. 2. Select Team Members from the dropdown menu if it is available. 3. From this page, you can invite new users, adjust roles, or remove existing team members. If Team Members is not visible in your menu, your account role may not include admin-level permissions. Contact your agency or Vendasta reseller to request elevated access. 🛠️ Quick Troubleshooting Checklist - Settings icon is missing or grayed out: This is expected for Vendasta-integrated accounts. Manage account-level settings via the Vendasta platform. - Cannot find profile layout options: Profile and branding settings are typically controlled by the Vendasta partner. Reach out to your reseller. - Team Members option is not showing: Your current role may not have admin permissions. Request an upgrade from your account administrator. - Unsure who your Vendasta reseller is: Check your original account setup email or contact the agency that onboarded you to Search Atlas. 💬 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

Fix Site Analysis Lead Capture Widget Issues

🔍 Overview The Site Analysis Lead Capture Widget is a tool that lets your agency collect prospective client information directly from your white-label site analysis page. If leads are not appearing in your Leads section, notification emails are not working, or there is no call-to-action (CTA) on the summary page or outgoing emails, this article explains what to check. ⚙️ Step 1: Access the Lead Capture Widget Settings Navigate to the Site Analysis Lead Capture Widget settings via More Features → Agency Hub (Agency Settings). This is where all lead capture configuration lives. Any missing or incorrect settings here will cause the issues described above. 📋 Step 2: Verify the Widget Is Enabled Inside the Lead Capture Widget settings, confirm that the widget itself is toggled on. If the widget is disabled, no lead data will be collected, regardless of how your other settings are configured. Save any changes before moving to the next step. 📨 Step 3: Fix Missing Notification Emails If you are not receiving alerts when a new lead is captured, check the following: - Notification email address: Make sure a valid email address is entered in the notification field. If this field is empty or contains a typo, no alerts will be sent. - Email toggle: Confirm the email notification toggle is switched on. The toggle and the email field must both be active for notifications to fire. - Spam or junk folder: Check your spam or junk folder in case notification emails are being filtered by your email provider. After updating the email address or toggling the setting on, save your changes to apply them. 💡 Step 4: Add a CTA to the Summary Page and Emails A missing call-to-action on the summary page or in emails sent to prospects is almost always caused by incomplete white-label branding settings. Follow these steps: 1. In the Site Analysis Lead Capture Widget settings, locate the CTA configuration section. 2. Enter the text you want to display on the CTA button — for example, Contact Us or Get a Free Consultation. 3. Add the destination URL or contact link you want prospects to use when they click the button. This is typically your agency website, a contact form, or a booking page. 4. Confirm the CTA toggle is enabled so the button appears on both the summary page and in outgoing emails. 5. Save your changes. Without a destination URL and button label entered and the CTA toggle enabled, the button will not appear for your prospects. 🚨 Still Experiencing Issues? If leads are still not being captured or your CTA is still missing after verifying all settings above, our support team can investigate further on the backend. When reaching out, please have the following ready: your agency account details, the specific lead capture behavior you are seeing, and any relevant screenshots. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

Site Analysis Lead Capture Widget: Setup and Best Practices

Overview The Site Analysis Lead Capture Widget is a customizable, fully White Labeled widget that agencies can embed on their website. Visitors can run a site analysis and submit their contact details, which can then be converted into leads for your agency. Purpose - Convert website visitors into leads with free branded reports - Provide opportunities for follow-up calls and bookings - Showcase your agency's SEO capabilities through automated reporting Key Features - Lead capture: Collect visitor email and website information - Custom branding: Apply your agency's logos, colors, and fonts - Meeting booking integration: Connect a calendar link for seamless scheduling - Custom HTML for reports: Tailor the report output to match your brand - Webhook integrations: Send leads directly to CRMs, Zapier, Make, Google Sheets, or Airtable Setup Guide 1. Configure widget text, button labels, and colors to match your branding 2. Preview the widget to confirm appearance and behavior 3. Copy and paste the provided snippet into your website's HTML 4. (Optional) Add custom HTML for contact information, booking forms, or additional content 5. (Optional) Add webhook integrations to route leads to your tools 6. Test the full lead flow and activate the widget Best Practices - Use clear, action-oriented CTAs to encourage submissions - Always include a booking calendar link to capture warm leads immediately - Place the widget on high-traffic pages such as your homepage or service pages - Test branding and the complete lead flow before launching Example Use Cases - Soft introduction: Offer free site analysis reports as an entry point to your agency's services - Lead-to-booking flow: Seamlessly connect submissions to a calendar booking link for instant conversions