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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.

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​

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 showsWhen
Get startedYou 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 usYou 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.

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.