Changelog

Follow up on the latest improvements and updates.

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The Vendasta team has been working hard to bring advancements to the new CRM within Partner Center. Since its launch in November 2023, the Partner Center CRM has evolved to become the best place for Vendasta Partners and their Sales teams to sell solutions to SMB clients. This significant advancement towards a unified CRM experience is beneficial to partners with and without dedicated sales teams, providing a cohesive all-in-one platform experience to Partner Center users, and limiting access to salespeople-only users when necessary.
Starting June 24th, 2024, new partners that register for Vendasta will not have access to Sales & Success Center.
Existing partners (those who have an account prior to June 24th) retain access to Sales & Success Center but are encouraged to migrate to Partner Center CRM as soon as possible to get all the benefits the new CRM has to offer.
Sales & Success Center will eventually be sunsetted for all partners at a future date, to be determined. Please keep an eye out on roadmap.vendasta.com/changelog (That's right here!) for more updates regarding this transition.
All existing partners except the partners who are currently white-labeling the Sales & Success Center (via a setting in Administration) will start seeing a Partner Center button in Sales & Success Center which will redirect their salesperson to the new CRM in Partner Center. All new salesperson welcome emails will also direct salespeople to Partner Center as well.
Custom Domain Requests: Partners white-labeling Sales & Success Center can request custom domains for Partner Center based on their subscription tiers. Custom Domains are available on all subscription tiers with the exception of Starter, Startup, and Individual plans. Beyond custom domains, partners can further white-label the Partner Center experience for their salespeople by ensuring they have their role set to “Salesperson”.
Why migrate to the new CRM in Partner Center?
Integrated and seamless workflow
  • Manage sales cycles, gather leads, and launch targeted email campaigns within Partner Center (instead of needing to switch to Sales & Success Center).
  • Unified sales activities and data streamline user experience. For example, sending Campaigns to a list of “users” was cumbersome. Today, it’s significantly easier with “Contacts”.
Automation and expansion capabilities
  • Includes AI-assisted web chat widget and Form Builder for capturing leads.
  • Users can also run bulk actions on Contacts and Companies from manual automations, with more system automations coming soon (like “assign task”).
  • Zapier integration enables extensive automation and custom workflows.
Enhanced customer and sales management
  • New "Companies" and "Contacts" tabs offer flexible customer management and advanced filtering. Partners can collect Contact information from Forms and AI Lead Capture without the need to create an Account for the business. They can then nurture that Contact with emails, and then eventually move them into a Company.
  • Enhanced Company profiles and Snapshot Report integration on the Companies table improve sales prospecting.
How do I migrate my team to the new Partner Center CRM?
Starting June 24th, 2024, provide your team members with access to partners.vendasta.com. You can provide the link to Partner Center directly.
You can invite new salespeople by visiting https://partners.vendasta.com/my-team and clicking “Invite team member” in the top-right.
If your salesperson is already listed in the “My Team” table, you can invite them to Partner Center by clicking the kebab menu next to their account on the page above and selecting “Resend Welcome Email”.
You can adjust the permissions of your salespeople in Partner Center by clicking the kebab menu and selecting “Edit member”. This will allow you to to configure what they have access to in the Partner Center CRM.
Call to Action!
Existing Vendasta Partners are encouraged to familiarize themselves with the exciting new features of the Partner Center CRM and watch for future updates. The Vendasta team will provide legacy access to Sales & Success Center until a future date, to be determined.
FAQ
What is the change?
Vendasta has launched a new CRM within Partner Center, providing a unified CRM experience for partners. This means partners using Sales & Success Center will be required to migrate to the new CRM as soon as possible. They will have legacy access to Sales & Success Center until a future date to be determined. Starting June 24th, 2024, new Vendasta partners that create a Vendasta account will not have access to Sales & Success Center, and all existing partners will have legacy access.
Why is this change happening?
Vendasta is striving to provide a more integrated, seamless, and efficient CRM solution that meets the needs of partners more effectively.
What are the benefits of this change?
The new Partner Center CRM has improved features, streamlined workflow, enhanced automation capabilities, and better customer management tools.
Which partners will this change impact?
Beginning June 24th, 2024, new partners will no longer have access to Sales & Success Center. Existing partners retain access but are encouraged to migrate to Partner Center CRM.
My sales team doesn’t know they use Vendasta because I’m white-labelling Sales & Success Center. How can I request a custom domain for Partner Center?
Partners can request a custom domain by submitting a support ticket (support@vendasta.com). In the ticket, they should include the custom domain that they wish to set up, specify that it's for the Partner Center, and provide their Partner ID.
What new features or capabilities are included in the new Partner Center CRM?
  • Integrated Workflow: Manage sales cycles, gather leads, and launch targeted email campaigns within Partner Center.
  • Automation & Expansion: AI-assisted web chat widget, Form Builder for capturing leads, and Zapier integration.
  • Enhanced Management: New "Companies" and "Contacts" tabs with advanced filtering and Snapshot Report integration.
  • White-label Partner Center: Partners can restrict access of everything except key CRM functionality in Partner Center to their Salesperson users. They can also now white-label Partner Center, bringing over key functionality from Sales & Success Center that has prevented some partners from switching.
Are there any changes to pricing or contracts?
No changes to pricing or contracts at this time. Existing partners retain access to Sales & Success Center, while new partners will default to the new CRM in Partner Center.
When will this change take effect?
The changes will take effect on June 24th, 2024.
How will the transition be facilitated?
A Partner Center button will be added to Sales & Success Center for existing partners (that are currently not white-labeling SSC using the Administration setting), and new salesperson welcome emails will direct them to Partner Center.
How will custom domains be managed?
Partners white-labeling Sales & Success Center can request custom domains for Partner Center through support.
If partners request access to Sales & Success Center post-June 24th, will it be granted?
No, new partners will not have access to Sales & Success Center. Existing partners will retain access but are encouraged to transition to the new CRM.

new

Advertising Intelligence

Social Marketing

Business App

Partner Center

Sales & Success Center

CRM

Platform

What's Next

Coming Soon

What's Next: 2024-06-13

This week, Parker Reese shares updates
coming soon
to Social Marketing, Advertising Intelligence, and your Partner Center CRM.
Business App
  • [CRM] Help your clients zero in on the highest quality leads for their unique business with customizable lead scoring, designed to consider both profile fit and buyer intention. [0:20]
    Est. TBD
Platform
  • [CRM] Focus on the highest quality leads for your unique agency with customizable lead scoring, designed to consider both profile fit and buyer intention. [0:20]
    Est. 24 June 2024
  • [CRM] Welcome your team to a white-labelled Partner Center.* Once you’ve set up your custom domain for Partner Center, any user logging in using that unique url will see a white labelled log in screen. [1:10]
    Est. 24 June 2024
  1. Any partners who have not white-labeled their Sales & Success Center will see a new “Partner-Center” button that will bring them over to the new CRM. Any new salespeople added to your team will receive a welcome email that will direct them to Partner Center, where they will only see the CRM components to which you’ve given them access.
  2. Any partners who have white-labeled their Sales & Success Center can contact our support team for help setting up your custom domain for Partner Center. Learn more
*
From June 24th on, Sales & Success Center will no longer be offered to new partners. All current Vendasta partners will retain access, but transitioning sales operations to Partner Center is strongly encouraged in order to get all the benefits the new CRM has to offer.
  • [CRM] Enjoy cleaner, clearer navigation in Partner Center. [2:35]
PC nav comp wide
Products
  • [Advertising Intelligence] Compare metrics for creatives across campaigns and networks to make informed decisions on adjustments, and get the most out of your clients' ad spend. [3:36]
    Est. late June 2024
  • [Social Marketing] Access Tools in Social Marketing from one place. Templates, clickable.bio, Comments, and RSS content are will soon be centralized in a Tools section. [3:10]
    Est. 19 Jun 2024
  • [Social Marketing] Manage social presence on the go more easily with improvements to mobile optimization. [2:59]
    Est. 19 Jun 2024
  • [Social Marketing] Customize social posts by account by toggling between different accounts from tabs at the top of the text box to seamlessly adjust content for each one. Will be available when creating a single post or creating in bulk with AI. [3:20]
    Est. 19 Jun 2024

fixed

Local SEO

Social Marketing

Business App

Task Manager

Inbox

Partner Center

Orders

Opportunities & Pipeline

Platform

Product Fixes: 2024-06-13

[Business App: Inbox] Set up gmail forwarding to Inbox.
[Platform: CRM] Text entered into Notes displays as typed.
[Platform: Opportunities & Pipeline] Filtered results update more quickly, displaying opportunities matching the criteria set.
[Platform: Opportunities & Pipeline] Tax rates are not applied to Opportunities for accounts without country or state/province data.
[Platform: Orders] Successful product activations do not erroneously display activation failure notices.
[Platform: Orders] Orders maintain currency settings throughout all stages.
[Platform: Task Manager] All project details included in a project template are carried over when creating a new project from the template.
[Products: Local SEO] Sync to Google by clicking "Sync to fix Google" in Listing Sync.
[Products: Social Marketing] Select Facebook accounts when composing posts.

new

Advertising Intelligence

Social Marketing

Business App

Partner Center

Billing & Payments

Orders

CRM

AI

Opportunities & Pipeline

Platform

Now Available

What's New

What's New: 2024-06-06

This week, Mel Kozun shares improvements to help you manage customer relationships, sales opportunities, and more.
NEW YouTube Channel: Vendasta Help and Updates
Vendasta Help and Updates is dedicated to helping you learn about all the things you can do in Partner Center and Business App to grow your clients' businesses, and your own. Not only will you find our full weekly update videos that help you stay current on new and upcoming releases, but also short clips highlighting how to find and use new functionality, and step by step tutorials on how to get the most out of your partnership with Vendasta. We’ll be adding loads of valuable content to this channel going forward.
Business App
  • [CRM] Create custom Company and Contact fields to capture specific information about Companies and Contacts that’s not already covered by the default fields. Apply data from custom fields to trigger Automations, populate dynamic content in email campaigns, inform lead scoring, and more.
    Campaigns Pro required.
    [0:53]
  • [CRM] Enter rich text and links when adding a note on a Company or Contact record to include details and formatting that presents relevant details in an organized, easy to review manner. [2:25]
  • [CRM] Assign sales tasks to other team members to delegate work and establish clear ownership. [3:03]
  • [CRM] Assign Companies or Contacts to team members to establish clear ownership, and make sure leads and customers are looked after by the right person depending on criteria such as location, size, and potential value.
  • [CRM] Search for Companies by name and Contacts by email in the CRM more quickly. [3:58]
  • To increase the deliverability of the Business App welcome emails that get sent to new users, Business App welcome emails sent to users created by partners that haven't set up a custom domain will send from @welcome.businessmail.io to give them the best chance of landing in a user’s email inbox instead of their junk folder. To send welcome emails from your own domain, set up your sender domain in
    Partner Center > Marketing > Email Settings
    . [7:15]
Platform
  • [Billing & Payments] See the payment status of each invoice right from the main Invoices table. Scroll through to see which invoices are paid, processing, failed, or still awaiting payment. [4:50]
  • [CRM] Create custom Company and Contact fields to capture specific information about Companies and Contacts that’s not already covered by the default fields. Apply data from custom fields to trigger Automations, populate dynamic content in email campaigns, inform lead scoring (coming soon), and more. [0:53]
  • [CRM] Enter rich text and links when adding a note on a Company or Contact record to include details and formatting that presents relevant details in an organized, easy to review manner. [2:25]
  • [CRM] Assign sales tasks to other team members to delegate work and establish clear ownership. [3:03]
  • [CRM] Search for Companies by name and Contacts by email in the CRM more quickly. [3:58]
  • [Opportunities & Pipeline] Forecast revenue by month more accurately. Potential revenue from Opportunities in your Pipeline are included in the exact months in which they are represented. For example, if there is an opportunity for a 12 month contract with a one-time set-up fee, the set-up fee will only be included in your potential revenue forecast for the month in which the contract is expected to begin, while the recurring monthly revenue will be included for the subsequent 11 months too. [4:07]
  • [Opportunities & Pipeline] Click on the Account listed for an Opportunity in the list view in Partner Center > Sales > Pipeline > Table to navigate to the corresponding Company profile page. [1:48]
  • [Orders] Submit Orders for customer approval directly from the draft stage. [2:10]
Products
  • [Advertising Intelligence] Export campaign data from custom date ranges as .csv files. Download Campaign Performance metrics from different ad networks in a consistent, easy to read format, and share them with your clients as proof of performance, or include them in custom reports as desired. [6:49]
  • [Social Marketing] Edit or add Common Instructions on the fly when creating social posts in bulk with AI. [5:37]
  • [Social Marketing] Create single posts with AI more easily with a streamlined AI chat interface. Use “Write with AI” to enter new prompts, revise content, set tone and length, and more. [6:15]

fixed

Local SEO

Reputation Management

Social Marketing

Business App

Task Manager

Snapshot Report

Partner Center

Campaigns

CRM

Platform

Product Fixes: 2024-06-06

[Business App] Create and save new Forms in Business App > CRM > Forms.
[Platform: Campaigns] Email deliverability to Outlook-based email service providers have returned to normal.
[Platform: CRM] GP is recognized as a valid state code for addresses in South Africa when importing Account lists.
[Platform: CRM] Generate Snapshot Reports from the main Companies table in Partner Center.
[Platform: CRM] Update Business Profiles from Partner Center > Accounts > Business Profile.
[Platform: Snapshot Report] Update Facebook URLs in the Social section of Snapshot Reports.
[Platform: Task Manager] Create new projects in Task Manager.
[Platform: Task Manager] An Account's business category as set in their Business Profile in Partner Center > Accounts > Business Profile shows accurately in Task Manager.
[Products: Reputation Management] Filter reviews to see only those "Without response."
[Products: Social Marketing] TikTok connection status displays accurately in Social Marketing > Insights > Post Performance.
[Products: Social Marketing] Drag and drop grouped posts (posts created to distribute to multiple social networks) in the calendar to easily re-schedule their publication.

new

Local SEO

Reputation Management

Business App

Inbox

Partner Center

Campaigns

CRM

Platform

What's Next

Coming Soon

What's Next: 2024-05-30

This week, Caz Lim shares improvements coming soon to Reputation Management, Local SEO, and your CRM.
Business App
  • [Campaigns Pro] - [Campaigns] Preview email campaigns and select the sending address. [3:13]
    Est. late June 2024
  • [CRM] Help your clients zero in on the highest quality leads for their unique business with customizable lead scoring, designed to consider both profile fit and buyer intention. [1:37]
    Est. TBD
  • [CRM] Create custom Company and Contact fields to capture specific information about Companies and Contacts that’s not already covered by the default fields. Apply data from custom fields to trigger Automations, populate dynamic content in email campaigns, inform lead scoring, and so more. [2:15]
    Est. TBD
  • [Inbox] On July 31, 2024, Google is removing Google Business Messages from its suite of products meaning it will no longer be possible to respond to customers on Google Search or Maps via Inbox. Inbox has you and your clients covered by supporting several other messaging integrations and solutions, including AI web chat and Forms for your website, SMS, email, and Facebook, with Instagram coming soon. [3:37]
    Coming July 31st, 2024
Platform
  • [Campaigns] Preview email campaigns and select the sending address. [3:13]
    Est. late June 2024
  • [CRM] Focus on the highest quality leads for your unique agency with customizable lead scoring, designed to consider both profile fit and buyer intention. [1:37]
    Est. late June 2024
  • [CRM] Create custom Company and Contact fields to capture specific information about Companies and Contacts that’s not already covered by the default fields. Apply data from custom fields to trigger Automations, populate dynamic content in email campaigns, inform lead scoring, and so more. [2:15]
    Est. late June 2024
  • [CRM] Create accounts in with autofill to save time and remove the risk of typos and other errors that would produce an inaccurate listing. Choose the correct address from the options presented, and autofill will automatically fill in the remaining details and update the map appropriately. [2:45]
    Est. early June 2024
  • [Inbox] On July 31, 2024, Google is removing Google Business Messages from its suite of products meaning it will no longer be possible to respond to customers on Google Search or Maps via Inbox. Inbox has you and your clients covered by supporting several other messaging integrations and solutions, including AI web chat and Forms for your website, SMS, email, and Facebook, with Instagram coming soon. [3:37]
    Coming July 31st, 2024
Products
  • [Reputation Management] Request and display reviews from more sources with Review Widget Pro. New sources will include will include Tripadvisor, Angie, and more. [0:18]
    Est. mid-June 2024
  • [Local SEO] Sync listing data to Apple with Local SEO Pro to be more visible on Apple Maps and other Apple apps, and boost SEO rankings. [1:01]
    Est. June 2024

fixed

Local SEO

Reputation Management

Social Marketing

Multi-location

Business App

Task Manager

Snapshot Report

Partner Center

Sales & Success Center

CRM

Opportunities & Pipeline

Platform

Product Fixes: 2024-05-30

[Business App] Market defaults set for Business App in Administration > Customize Business App > Pages > Customers > All Market apply to markets as updated.
[Business App] View projects in Business App > My Business > Projects.
[Business App: CRM] Create contacts in Business App when impersonating a user.
[Platform] Visit competitor websites from links included in the Website section of Snapshot Reports.
[Platform: CRM] Edit Original Source field on Company records.
[Platform: CRM] Images in Partner Center > Accounts > Business Profile display correctly.
[Products: Local SEO] Canceled Local SEO Pro will remain active until end of term.
[Products: Local SEO] Local SEO is not displayed for accounts with auto turn-on disabled.
[Products: Local SEO] Citysquares recognizes phone numbers and websites on listings, no longer displaying false error for missing listing data.
[Products: Reputation Management] Citysquares recognizes phone numbers and websites on listings, no longer displaying false error for missing listing data.
[Products: Social Marketing] View accurate post performance data for TikTok in Social Marketing > Post Performance > TikTok.
[Products: Social Marketing] Post to Linkedin.
[Products: Social Marketing] View top performing posts in Multi-location Business App > Social > Overview.
[Products: Social Marketing] Links on recent posts display correctly.
[Sales & Success Center]: View all pages of Pipeline data.

new

Social Marketing

Business App

Snapshot Report

Inbox

Partner Center

Billing & Payments

Campaigns

CRM

AI

Opportunities & Pipeline

Platform

Now Available

What's New

What's New: 2024-05-23

This week, Tanmay Trivedi shares updates to the CRMs in Partner Center and Business App, and more.
Business App
  • [Inbox] Have clients try out AI web chat before upgrading to Inbox Pro by clicking the link in the AI web chat card displayed in
    Business App > Settings > Inbox Settings
    . Customize the widget’s coloring to align with their branding and add custom knowledge, so that the demo widget looks and behaves exactly as it would for their particular business once they’ve upgraded to Inbox Pro.
    Local SEO (any edition) must be active on an account to access the AI web chat demo environment.
    [0:20] Learn more
  • [Campaigns Pro] Add any Company fields as dynamic content in email campaigns to personalize email outreach of any kind. [6:30] Learn more
  • [Campaigns Pro] Access featured templates in
    Business App > Campaigns > Email Templates > Featured Templates
    to publish campaigns in minutes. [7:05] Learn more
  • [CRM] Filter by “ANY OF” on a string field to see contacts or companies that meet one or more of multiple selected values, rather than having to filter for single values one at a time.
  • [CRM] View Companies or Contacts assigned to you with the saved views "My Companies" and "My Contacts," respectively.
  • [CRM] View all companies or contacts that have engaged within the past two weeks with the saved view "Recently engaged." Any inbound engagement will put a contact or company on this list, such as sending your agency an email, or opening or clicking through a campaign.
Platform
  • [Billing & Payments] Specify tax exemptions for individual accounts in
    Partner Center > Administration > Tax Rates > Account Exemptions
    to ensure the correct tax rates are applied on their invoices. [2:15]
  • [Campaigns] Add any Company fields as dynamic content in email campaigns to personalize email outreach of any kind. [6:30] Learn more
  • [CRM] Display your agency’s name and favicon on Partner Center tabs by adding them in
    Partner Center > Administration > Partner Branding
    . [3:20]
  • [CRM] Leverage website data from Snapshot Reports to nurture leads. [3:37] Learn more The data fields listed below are logged to Company records to enable filtering Companies by these parameters:
  1. Incorrect website count
  2. Missing website count
  3. Website data last updated date
  4. Website desktop speed
  5. Website has phone number
  6. Website has physical address
  7. Website has video
  8. Website is mobile friendly
  9. Website is secure
  10. Website links to Facebook
  11. Website links to Instagram
  12. Website links to X
  13. Website mobile speed
  14. Website grade
  • [CRM] Improve CRM accuracy with a two-way sync on NAP data (name, address, phone number) between Companies and Accounts. [4:15] Learn more
  • [CRM] Access and manage Pipeline settings from
    Partner Center > Administration > Data Management > Pipelines
    . Learn more
  • [CRM] Filter by “ANY OF” on a string field to see contacts or companies that meet one or more of multiple selected values, rather than having to filter for single values one at a time. [5:00]
  • [CRM] View Companies or Contacts assigned to you with the saved views "My Companies" and "My Contacts," respectively. [6:00]
  • [CRM] View all companies or contacts that have engaged within the past two weeks with the saved view "Recently engaged." Any inbound engagement will put a contact or company on this list, such as sending your agency an email, or opening or clicking through a campaign. [6:10]
Products
  • [Social Marketing] Optimize images displayed in social posts to suit the recommended size and aspect ratios for each social network. Crop in free form or select a specific aspect ratio, and zoom in or out until you have the image focused and sized exactly right. [1:33] Learn more

fixed

Marketplace

Social Marketing

Business App

Executive Report

Partner Center

Billing & Payments

CRM

Product Fixes: 2024-05-23

[Business App: Executive Report] Executive Reports are formatted correctly when downloaded as PDFs.
[Platform: Billing & Payments] Edit and save recurring invoices.
[Platform: CRM] Create new Companies directly from Find Nearby Businesses.
[Platform: Marketplace] Google Business Profile Optimization content is aligned correctly in Partner Center > Marketplace > Packages > Local Leader Digital Suite | 2024
[Products: Social Marketing] Schedule social posts to be published at a specific time by pressing the clock icon.
[Products: Social Marketing] Social posts that failed to publish on their scheduled date display as failed on the calendar.

new

Social Marketing

Automations

Business App

Task Manager

Inbox

Billing & Payments

CRM

Platform

What's Next (and New): 2024-05-16

This week, Caz Lim shares a mix of new and upcoming improvements to Partner Center.
Promotion: Offer Free Trials of Inbox Pro with Alpha SEO Activations
From May 15th to June 15th, every Alpha SEO activation will unlock a FREE 90-day Inbox Pro trial with expanded SEO services!
Provide this powerful bundle to set your agency apart. Your clients will get powerful SEO services from Alpha SEO to dominate search results, plus Inbox Pro's centralized messaging platform to handle inquiries 24/7.
For more details, head to Partner Center and look for the banner tile on the top right of your homepage, or visit Alpha SEO’s product page in the Marketplace.
Platform
  • [Automations] Create automation templates to distribute to all of your clients' Business App accounts to help them save time and increase customer engagement with key workflows. Get started in Partner Center > Administration > Customize Business App > Automations. Templates created and published there will be available in your clients' Automation template libraries in Business App, ready for them to customize and use.
    Now available!
  • [Billing & Payments] Collect payments via ACH via Early Access.
    Get early access by reaching out to your Account Manager, or commenting on the
    ACH Billing Options post
    .
  • [CRM] Manage booking link settings from Partner Center when logged in as a salesperson.
    Est. June 2024
  • [Task Manager] Track fulfillment performance with the Tasks and Projects report in Premium Reports.
    Now available in Beta
  • [Task Manager] Manage Settings more easily with new layout organized by product area. Users will only see the sections they have access to based on their user type, ensuring the view remains uncluttered and your settings secure.
    Est. late May 2024
Products
  • [Social Marketing] Optimize images displayed in social posts with improvements to how you can crop and re-size to suit the recommended size and aspect ratios for each social network.
    Est. late May 2024
Support
Check the operational status of any part of Partner Center or Business App from a single location at https://status.vendasta.com/. Our team will communicate any incidents and outages there, along with progress updates as they come available. Subscribe to get updates sent to you via email.
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