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Vendorbit Help Center

Practical answers for using Vendorbit, managing vendor profiles, routing leads, improving profile quality, and supporting marketing operations workflows.

Getting Started

Basics for creating an account, finding vendors, and managing a profile.

What is Vendorbit?

Vendorbit is a vendor discovery and comparison platform. Buyers use it to browse vendors, compare options, save profiles, and contact businesses. Vendors use it to claim and manage their public profiles.

How do I create an account?

Go to Create account, then sign up with email and password or continue with Google. Once signed in, you can claim an existing vendor profile or add a new business.

How do I log in?

Use the Log in page with your email and password, or select Continue with Google. If you forget your password, use the Forgot password link to reset it.

Can I show or hide my password while logging in?

Yes. The password field includes an eye icon. Select it to reveal the password and select it again to hide the password.

What should I do first after signing in?

Claim your existing vendor profile or add your business. Then complete your profile checklist by adding a logo, website, description, category, location, CTA, social links, and lead routing.

Vendor Profiles

How profile pages, profile editing, visibility, categories, and social links work.

How do I claim a vendor profile?

Find your company on Vendorbit and submit a claim. After the claim is approved, the profile appears in your dashboard where you can manage it.

How do I add a new business?

Open your dashboard and select Add a business. The Add Business form includes the same core fields as the Edit Vendor form, including category, subcategory, descriptions, logo, lead routing, CTA settings, and social links.

How do I edit a profile?

Open your dashboard, find the vendor card, and select Edit profile. You can update core details, descriptions, logo, category, subcategory, location, contact information, CTA settings, lead routing, and social links.

Can I choose whether my profile is public?

Yes. Each dashboard vendor card includes a Profile visibility control. Visible profiles can appear on public Vendorbit pages. Hidden profiles are removed from public pages but remain available to authorized owners and teammates.

Can I preview a hidden profile?

Yes. Dashboard cards include a Preview hidden profile action when a profile is not public. This lets authorized users review the page before making it visible.

How do I copy my public profile link?

Use the Copy profile link button on the dashboard vendor card. The button copies the full profile URL so you can share it with colleagues, clients, or marketing teams.

Why should I choose a category and subcategory?

Categories and subcategories help buyers find your business in browse pages and search filters. They also count toward profile completion in the dashboard checklist.

Can I add social links?

Yes. Social link fields are available on Add Business and Edit Vendor pages. Adding social links improves the profile checklist and gives buyers more ways to evaluate your business.

Dashboard Controls

Everything users can manage from the Vendorbit dashboard.

What appears in my dashboard?

Your dashboard shows vendor profiles you own or have team access to. Each card includes profile status, visibility, quality score, checklist, analytics, conversion controls, team access, and edit actions.

Why do I see a profile that is hidden from public pages?

Hidden only means the profile is not visible to public buyers. Owners and authorized teammates can still see and manage hidden profiles from their dashboards.

What is the profile checklist?

The profile checklist shows specific items that improve profile completeness, such as adding a logo, website, description, contact path, CTA, social links, location, and category/subcategory.

What is profile quality?

Profile quality is a completion score based on how much useful information your profile contains. Better profile quality helps owners identify missing details and trust signals.

What are owner badge controls?

Owner badge controls show which trust signals are active or locked, including claimed owner, verified, complete profile, and recently updated.

What does Recently updated mean?

Recently updated means the profile has been updated recently enough to earn that trust signal. Keeping a profile current helps buyers trust that the information is accurate.

Why does the Dashboard link go to a different page for admins?

Admin users are routed to the admin dashboard. Regular users are routed to the standard dashboard. Both dashboards share the same main profile management features.

Leads and Lead Routing

How buyer inquiries are captured, routed, managed, and exported.

How do buyers contact my business?

If the lead form is enabled, buyers can submit an inquiry from your vendor profile. The lead is saved in Vendorbit and can also trigger an email notification based on your routing settings.

Where do I see submitted leads?

Open your dashboard and scroll to the Lead inbox. It shows recent inquiries for the profiles you can manage, including date, name, email, company, message, vendor, and status.

What lead statuses are available?

Leads can be marked New, Contacted, Won, or Archived. These statuses help teams track follow-up and outcomes.

Can I export leads?

Yes. Use Export CSV in the Lead inbox. The export includes leads for vendor profiles you are authorized to manage.

Where can lead notification emails go?

Lead notifications can route to the lead email, public email, custom notification emails, or no email. Leads are still stored in Vendorbit even when email notification is disabled.

Can I turn off the Vendorbit lead form?

Yes. Use Conversion settings or the edit page to disable the lead form. When disabled, the public form is hidden and direct lead submissions are blocked.

What happens if I choose custom notification emails?

Vendorbit validates the custom email list. Add at least one valid email address or choose another routing option.

Conversion Settings

CTA, demo links, and lead form settings for profile conversion.

What are conversion settings?

Conversion settings control the main buyer action on a vendor profile. They include CTA label, CTA URL, demo URL, and whether the Vendorbit lead form is enabled.

What should I use for my CTA label?

Use clear action language such as Request a Demo, Visit Website, Get Pricing, Book a Call, or Contact Sales. The best label depends on where you want buyers to go next.

Can I send buyers to my own website instead of a Vendorbit form?

Yes. Add a CTA URL or demo URL and disable the Vendorbit lead form if you want buyers to convert on your own site.

Can I update conversion settings without opening the full edit page?

Yes. The dashboard includes a Conversion settings area on each vendor card for quick updates.

Logo Uploads

Supported image types, size limits, and logo behavior.

Can I upload a logo?

Yes. Add Business and Edit Vendor pages include a logo upload field. You can also paste a logo URL.

Which logo file types are supported?

Vendorbit supports PNG, JPEG, WebP, and GIF logo uploads.

What is the logo file size limit?

Logo uploads are limited to 2 MB.

Where are uploaded logos stored?

Uploaded logos are stored in /images/vendor-logos/ and the profile logo URL is updated to point to the uploaded file.

What happens if both a logo URL and upload are provided?

The uploaded logo takes priority after it is validated and saved.

Team Access

Invite teammates to manage a vendor profile with you.

Can I invite teammates?

Yes. Dashboard vendor cards include Team access controls. Enter a teammate email to create an invite.

How does a teammate accept an invite?

The teammate opens the accept invite link. If they are not signed in, Vendorbit preserves the invite link through login and returns them to accept it.

Will a hidden profile appear for invited teammates?

Yes. If a teammate has access, the profile appears in their dashboard even when it is hidden from public pages.

Can I remove a teammate?

Yes. Owners can remove non-primary teammates from the dashboard Team access section.

Can multiple people manage the same vendor profile?

Yes. Team access is designed so several users can manage one vendor profile without sharing a login.

Analytics

Understand views, leads, clicks, and buyer engagement.

What analytics are shown in the dashboard?

The dashboard shows total views, leads in the last 30 days, website clicks in the last 30 days, CTA clicks in the last 30 days, compare activity in the last 30 days, and total lead rate.

How should I use analytics?

Use analytics to understand whether buyers are viewing and engaging with your profile. Low conversion may indicate that the profile needs a stronger description, clearer CTA, better category fit, or more complete trust signals.

Why do some analytics show zero?

A zero can mean there has been no activity yet, or that the related tracking table is not available in the current environment.

Technical and Marketing Ops

Implementation notes for client-side marketing, martech, and development teams.

Which database updates support the latest dashboard features?

Recent features use database_google_oauth.sql, database_google_oauth_repair_admin.sql, database_vendor_social_links.sql, database_vendor_team_invites.sql, database_vendor_lead_routing.sql, and database_vendor_conversion_settings.sql.

Which routes are most important for profile management?

Important routes include /dashboard, /admin_dashboard.php, /add-vendor, /edit_vendor?id={vendor_id}, /accept-team-invite, /export_vendor_leads.php, /login, /register, /google-auth.php, and /google-callback.php.

Which files should stay synchronized?

dashboard.php and admin_dashboard.php should stay mirrored when dashboard functionality changes.

What server permissions are needed for logo uploads?

The web server must be able to write to /images/vendor-logos/. PHP upload limits must also allow files up to the configured logo size limit.

How should marketing ops use lead export?

Marketing ops can export CSV leads for CRM import, reporting, routing audits, campaign attribution workflows, and sales follow-up tracking.

What should be tested before launch?

Test Google login, profile visibility, hidden profile dashboard access, lead form submissions, lead routing emails, lead export permissions, logo uploads, team invite acceptance, admin dashboard routing, and mobile navigation.

Need to manage a vendor profile?

Sign in to claim, edit, route leads, invite teammates, and monitor profile performance.

Go to Dashboard Browse Vendors