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Self-Signup Workflow – Enable Customer Self-Registration

Intro​

Self-signup lets your customers create their own Business App accounts without manual intervention. Share a signup link or enable registration on your login page, and new customers can onboard themselves any time.

What is self-signup?​

Self-signup is a feature that allows end users to register for a Business App account on their own. When a customer signs up, a new company record is created in your CRM with the Record Source set to "Self Signup," making it easy to identify and automate follow-up for these customers.

You can share the signup link directly, embed it in marketing materials, or enable a Create Account option on your Business App login page.

What information is captured during self-signup?​

Self-signup is designed to reduce friction and get customers into Business App as quickly as possible. The signup form captures minimal required information:

  • Contact email: The email address for the primary user
  • Company name: Used to look up the business via Google Places

Automatic business data enrichment​

When a customer enters their company name, the system searches Google Places to find their business:

  • If found via Google Places: Business data is automatically populated, including address, phone number, business hours, and other profile information
  • If not found via Google: The customer can optionally provide their website URL

This approach balances ease of signup with capturing valuable business information.

Immediate AI onboarding​

When business data is captured from Google Places or a website is provided, the system automatically:

  • Adds Business Profile information to the AI Knowledge Base
  • Adds Website Knowledge by crawling the provided website
  • Enables the AI Receptionist with this knowledge immediately

This means customers can start interacting with their AI Receptionist right away, finding value faster and experiencing your services from the moment they sign up.

tip

The automatic AI onboarding helps demonstrate value immediately. Customers can test their AI Receptionist in Business App as soon as they complete signup.

Why is self-signup important?​

Self-signup enables:

  • Automated customer acquisition: Customers can sign up without waiting for you to create their account
  • Reduced manual work: No need to manually add accounts for every new customer
  • 24/7 availability: Customers can register any time, even outside business hours
  • Scalable growth: Handle increased signups without additional administrative overhead
  • Immediate engagement: Customers can start exploring your offerings right away

What you can do with self-signup​

With self-signup, you can:

  • Share a unique signup link via email, social media, or your website
  • Enable a Create Account option on the Business App login page
  • Configure different signup experiences per market
  • Automate onboarding workflows for self-signup customers
  • Track self-signup conversions using the Record Source field
  • Present Featured Packages to drive upgrades during onboarding

How to set up self-signup​

  1. In Partner Center, go to Accounts > Manage Business App.
  2. Select Customize Business App.
  3. Scroll to the Add Your Clients section.
  4. Find the Self Sign-Up area.
  5. Copy the Sign-Up Link displayed.

The signup link follows this format:

{your-business-app-url}/public/business/{partner-id}/{market-id}/sign-up
tip

You can navigate directly to this page at partners.vendasta.com/customize-business-app/add-your-customers.

Enable Create Account on the login page​

To let customers register directly from your Business App login page:

  1. Navigate to Partner Center > Accounts > Manage Business App > Customize Business App.
  2. Scroll to the Add Your Clients section.
  3. Enable the Show Create Account checkbox.
  4. Save your changes.

When enabled, customers visiting your Business App login page will see a Create Account option alongside the login form.

info

The Show Create Account option is configured at the partner level and applies to your default market. For market-specific configurations, select the appropriate market before making changes.

How to turn on self-signup for small business customers​

Follow these steps to set up a complete self-serve signup and purchase flow. This guide walks you through the platform's built-in automation templates and recommended email campaigns so you can get up and running quickly.

Before driving signups, make sure new customers have something to buy. Featured Packages appear on the Business App homepage for customers without active products, giving them a clear path from signup to purchase.

  1. In Partner Center, go to Accounts > Manage Business App > Customize Business App.
  2. Scroll to Add Your Clients and configure your Featured Packages.
  3. Select packages that are relevant to self-signup customers — start with your most popular or entry-level offerings.

Get your signup link from Customize Business App > Add Your Clients > Self Sign-Up (see How to set up self-signup above), then add it where prospects will find it:

  • Your website: Add a CTA button on your homepage, footer, or a dedicated landing page
  • Email signatures: Include the link in your team's email signatures
  • Social media: Add to your bio links on LinkedIn, Facebook, or Google Business Profile
  • Marketing campaigns: Use in ads, newsletters, or partner directories
  • Login page: Enable the Show Create Account toggle so visitors to your Business App login page can register directly
tip

Create a dedicated landing page that explains your services and includes the signup link as the primary call to action. This gives you a single URL to promote across all channels.

Step 3: Activate the signup campaign automation​

The platform includes a pre-built automation template that handles new self-signup customers automatically.

  1. In Partner Center, go to Automations.
  2. Click Automation Templates.
  3. Find the Signup campaign | Drive self-serve revenue template and click Use template.
  4. Configure the template:
    • Owner assignment: Choose which salesperson or team should be assigned to new self-signup customers
    • Email campaign: Select the Self Signup - Welcome campaign (see Step 5) or choose your own
  5. Save and activate the automation.

This automation triggers when a company is created with the source Self Signup. It assigns an owner/salesperson and sends your chosen welcome email campaign — giving every new signup immediate attention without manual work.

Step 4: Activate the purchases and abandoned carts automation​

A second automation template handles what happens after a self-signup customer interacts with your store.

  1. In Automations, click Automation Templates.
  2. Find the Purchases & abandoned carts for self serve template and click Use template.
  3. Configure the template:
    • Purchased branch: Select an onboarding campaign to send after a successful purchase. Use Purchase Complete - Generic or Purchase - Conversations AI Setup from Recommended Campaigns, or create your own.
    • Not purchased branch: Select an abandoned cart campaign. Use Purchase Incomplete - Generic from Recommended Campaigns, or create your own.
  4. Save and activate the automation.

This automation triggers when a user adds, removes, or updates an item in their shopping cart. It waits 30 minutes to see if the purchase completes, then sends the appropriate campaign based on the outcome.

tip

Add notifications on each branch to alert your sales and success teams. This way, your team knows when a customer completes a purchase or abandons their cart and can follow up personally if needed.

Step 5: Set up email campaigns​

The platform provides recommended email campaigns designed for the self-serve flow. Find them in Partner Center > Email Campaigns > Recommended Campaigns tab.

CampaignPurposeUse with
Self Signup - WelcomeWelcomes new self-signup customers, introduces your services, and guides them to get startedSignup campaign automation (Step 3)
Purchase Complete - GenericOnboards customers after a successful purchasePurchases automation — purchased branch (Step 4)
Purchase - Conversations AI SetupGuides customers through setting up AI-powered conversations after purchasePurchases automation — purchased branch (Step 4)
Purchase Incomplete - GenericRe-engages customers who added items to their cart but didn't complete the purchasePurchases automation — not purchased branch (Step 4)

To use a recommended campaign:

  1. Go to Email Campaigns > Recommended Campaigns.
  2. Click the campaign name to preview it.
  3. Use it as-is, or clone it to customize the content for your brand.

Step 6: Monitor and optimize​

Once your self-serve flow is live, track performance and adjust:

  • Signup volume: Filter your account list by Record Source = "Self Signup" to see how many customers are coming in
  • Cart and purchase activity: Review automation run history in Automations to see how many customers are purchasing vs. abandoning carts
  • Email performance: Check open rates and click rates on your campaigns in Email Campaigns
  • Featured Packages: Adjust your package selection based on what converts — try different offerings or pricing to improve uptake

Building custom automations​

If you need more control beyond the pre-built templates, you can create automations from scratch.

Set up a custom automation​

  1. In Partner Center, go to Automations.
  2. Click Create Automation.
  3. Select the trigger A company is created.
  4. Add a condition to filter by Record Source equals Self Signup.
  5. Add your desired actions.

Additional automation actions to consider​

  • Create a follow-up task: Schedule a check-in call or demo
  • Add to a list: Organize self-signup customers for targeted campaigns
  • Create an opportunity: Track the potential revenue from each self-signup customer

For detailed instructions, see Automations overview and the Automation Triggers Reference.

Tips and best practices​

Use market-specific configurations​

If you serve different customer segments, configure self-signup settings per market:

  • Different signup links for each market
  • Market-specific Featured Packages
  • Tailored automation workflows based on market

FAQs​

Where do I find the self-signup link?

Navigate to Partner Center > Accounts > Manage Business App > Customize Business App > Add Your Clients. The signup link is displayed in the Self Sign-Up section.

Can customers sign up without a direct link?

Yes. Enable the Show Create Account option to add a registration link to your Business App login page. Customers can then click Create Account to register.

How do I identify customers who signed up on their own?

Self-signup customers have their Record Source set to "Self Signup" in the CRM. You can filter accounts or create automations based on this field.

Can I have different signup links for different markets?

Yes. Each market has its own signup link. Select the market in Customize Business App to see its specific signup URL.

What happens when a customer completes self-signup?

A new company and user are created in your CRM. The company's Record Source is set to "Self Signup." If you have automations configured for this trigger, they will run automatically.

Can I customize what customers see after signing up?

Yes. Configure Featured Packages to present upgrade options. You can also customize the Business App experience in Customize Business App settings.

What information does the self-signup form collect?

The form collects contact email and company name. If the business is found via Google Places, additional business data (address, phone, hours) is automatically populated. If not found, the customer can optionally provide their website URL.

Why does self-signup only ask for minimal information?

Reducing form fields minimizes friction and increases signup completion rates. Business data is enriched automatically through Google Places lookup, so customers don't need to enter it manually.

Does self-signup set up AI features automatically?

Yes. When business data is captured from Google Places or a website is provided, the system automatically adds this information to the AI Knowledge Base and enables the AI Receptionist. Customers can start using AI features immediately after signup.

What if the customer's business isn't found on Google Places?

If the business isn't found via Google Places, the customer can optionally enter their website URL. The system will use the website to populate the AI Knowledge Base instead.