Changelog
Follow up on the latest improvements and updates.
RSS
fixed
Business App
Executive Report
Billing & Payments
Campaigns
CRM
Platform
Product Fixes: 2024-04-25
new
Advertising Intelligence
Vendor Center
Business App
Task Manager
Inbox
Billing & Payments
CRM
What's Next
Coming Soon
What's Next: 2024-04-18
- [Inbox] Send and receive emails from Inbox. [0:22] Post-recording update: Email isnow availablein Inbox in Business App!
- [Inbox] Receive and respond to Forms submissions from Inbox. [0:22] Est. late April
- [Inbox] Receive and respond to Instagram DMs from Inbox. [0:22] Est. late May
- [Billing & Payments] Collect payments via ACH or pre-authorized debit. Personalize acceptable payment methods by account by setting invoices to be payable by credit or debit card only, by ACH or pre-authorized debit only, or any of the above. [2:21] Est. late April
- [CRM] Log in to Partner Center in the role of salesperson, with market assignments respected. [3:22] Est. May/June 2024
- [CRM] Key sales tools from Sales & Success Center, such as Meeting Scheduler, will be migrated to Partner Center over the next couple months to eliminate the need for this adjacent sales station, and bring your whole team into a single platform. [3:22] Est. late June 2024
- [Inbox] Receive and respond to Forms submissions from Inbox. Est. end of April.
- [Task Manager] Get a cleaner view of work to be done with improvements coming to Task Manager's interface. The “my work” section will be removed, and instead be directly incorporated into the account, task, and project tables. Filters, settings, and task creation will be cleaned and reorganized. More guidance will also appear when you first start using custom fields. [3:47] Est. late April / early May 2024
- [Vendor Center] Manage orders from one table. The Sales Orders table will be discontinued, and all the information needed to manage orders will be centralized in the Work Orders table. [4:21] Est. May 2024
- [Advertising Intelligence] Connect TikTok Ads accounts and report on campaigns. [1:33] Est. late April
- [Advertising Intelligence] Connect Amazon Ads accounts and report on campaigns. [1:33] Est. late April
fixed
Local SEO
Marketplace
Reputation Management
Social Marketing
Automations
Multi-location
Business App
Task Manager
Snapshot Report
Executive Report
Partner Center
Sales & Success Center
Billing & Payments
Campaigns
User Management
Customer Voice
Platform
Product Fixes: 2024-04-18
new
Social Marketing
Automations
Task Manager
Snapshot Report
Partner Center
CRM
AI
APIs & Integrations
Platform
Now Available
What's New
What's New: 2024-04-11
- [CRM & Snapshot Report] Leverage social data from Snapshot Reports to nurture leads. [3:13] The data fields listed below are logged to Company records to enable filtering Companies by these parameters:
- Average number of Facebook likes per post
- Average number of Facebook posts per month
- Average number of Facebook shares per post
- Total number of Facebook likes
- Total number of X posts
- Total number of followers on X
- Total number of following on X
- Total number of Instagram followers
- Total number of Instagram posts
- Social performance grade
- [Opportunities & Pipeline] Manage pipeline settings from Partner Center. Configure each pipeline as desired: choose a name, customize the number of stages and their names, and set close probability percentages for each stage. [4:31]
- [Task Manager] Get all the order information you need for fulfillment in one location. The Orders and Order Fulfillment tables have been merged into a single, tabbed page. View all orders on the first tab, and focus on those with more work to be done on the Unfulfilled tab. [5:03]
- [Task Manager] Get to know your way around Task Manager quickly with the new Get Started page, which describes the basics of Task Manager with links to key pages. Anyone who has been a user in Vendasta for less than six months will see this as their default page for up to 30 days, or until they mark each section as read, whichever comes first. [5:21]
- [Task Manager] Automate the creation of customer accounts in Task Manager, complete with projects or tasks to be fulfilled, even before any products have been activated on their account. [5:48]
- [Task Manager] Filter sections are now collapsed by default to help you find the filters you want to set on the Task, Project, or Accounts pages with less scrolling. [6:08]
- [Task Manager] Upload MP3 files to Tasks. [6:24]
- [Social Marketing] Post to TikTok from the single-location and bulk create with AI social composers. [1:06] Learn more
- [Social Marketing] Refine social content by conversing with AI through web chat. Iterate on messaging, tone, and length through conversational text, rather than updating individual settings or providing entirely new prompts. [2:47]
fixed
Local SEO
Reputation Management
Task Manager
Snapshot Report
Partner Center
Sales & Success Center
Campaigns
Product Fixes: 2024-04-11
new
Reputation Management
Social Marketing
Vendor Center
Automations
Business App
Task Manager
Inbox
Orders
CRM
AI
APIs & Integrations
What's Next
Coming Soon
What's Next (and New!): 2024-04-04
- [Automations & Integrations] Automatically request reviews based on triggers originating from Quickbooks – set up easily and entirely from inside Business App. [4:18] Est. late April 2024
- [Integrations] Auto-create contacts from Quickbooks Online to Business App’s CRM with a one-way sync. If the contact already exists in the CRM, it will be updated. [4:18] Est. late April 2024
- [Integrations] Customize which entities, such as Contacts, Invoices, Sales Receipts, and Payments, are synced from Quickbooks to the Business App CRM. [4:18] Est. late April 2024
- [Inbox Pro] Make a great first impression with website visitors with an even more knowledgeable AI web chat widget. AI web chat will soon have access to all information on a business’ website, without any manual data entry, allowing it to answer questions based on any text information that’s publicly available. Armed with just a website URL, the AI assistant will be able to take in all the information on a business’s website, and capably answer any questions from leads and customers. [5:29] Est. late April 2024
- [Inbox] Make a great first impression with website visitors with an even more knowledgeable AI web chat widget. AI web chat will soon have access to all information on a business’ website, without any manual data entry, allowing it to answer questions based on any text information that’s publicly available. Armed with just a website URL, the AI assistant will be able to take in all the information on a business’s website, and capably answer any questions from leads and customers. Est. late April 2024
- [Orders] Get all the order information you need for fulfillment in one location. The Orders and Order Fulfillment tables will be merged into a single, tabbed page. View all orders on the first tab, and focus on see those with more work to be done on the Unfulfilled tab. [7:31] Est. late April / early May 2024
- [Task Manager] Get a cleaner view of work to be done with improvements coming to Task Manager's interface. The “my work” section will be removed, and instead be directly incorporated into the account, task, and project tables. Filters, settings, and task creation will be cleaned and reorganized. A “get started” page will be added, and more guidance will appear when you first start using custom fields. [7:48] Est. late April / early May 2024
- [Vendor Center] Manage orders from one table. The Sales Orders table will be discontinued, and all the information needed to manage orders will be centralized in the Work Orders table. [6:56] Est. late April / early May 2024
- [Social Marketing] Refine social content by conversing with AI through web chat. Iterate on messaging, tone, and length through conversational text, rather than updating individual settings or providing entirely new prompts. Will be available in single location and bulk create composers. [6:15] Est. mid-April 2024
fixed
Reputation Management
Social Marketing
Vendor Center
Automations
Business App
Snapshot Report
Partner Center
Sales & Success Center
Orders
User Management
Opportunities & Pipeline
Platform
Product Fixes: 2024-04-04
new
Local SEO
Marketplace
Social Marketing
Vendor Center
Business App
Task Manager
Snapshot Report
Inbox
Partner Center
Billing & Payments
Campaigns
CRM
AI
Opportunities & Pipeline
Platform
What's New
What's New: 2024-03-28
- Create Posts: Provide a prompt and image keyword. Select networks, post quantity, length, and tone.
- Select: Review AI-generated text and imagery, customize by account if desired.
- Save: Schedule posts or save them as drafts.
- [Campaigns Pro] Send email campaigns to recipients in bulk. Create a targeted recipient list by filtering a business' main Contacts list by the desired criteria. Click “select all contacts,” and select a campaign to send to all contacts at once. Learn more
- [Campaigns Pro] Increase email deliverability with DMARC requirements. To prevent emails being filtered to Spam, DMARC records are required when setting up new custom domains in email settings. Learn more
- [Inbox Pro] Converse with leads in over 40 languages with AI web chat. For your clients whose potential customers prefer to communicate in a language other than English, the widget will converse with them in Spanish, French, German, Italian, Turkish, Polish, Ukrainian, Russian, Japanese, Chinese, and many more. Conversations will appear in Inbox Pro in whichever language they were held in. To translate it to English, use your browser’s translation feature, by right clicking and selecting “Translate selection to English.”
- [Billing & Payments] View upcoming revenue from a client right at the top of their Subscriptions tab. The next invoice amount is surfaced right alongside the next invoice date.
- [Billing & Payments] See the total value of the next invoice when creating new Subscriptions. The total recurring monthly or yearly expected amount is summed up and surfaced on the creation page.
- [Campaigns] Increase email deliverability with DMARC requirements. Learn more
- [CRM] Find and assess new leads from Partner Center’s CRM. Search for business types via "Find nearby businesses," and see - at a glance - if they have a website, if they have claimed their Google Business Profile, and their Google review rating. Select those that would be good prospects for your agency, and add them as Companies in your CRM.
- [CRM] Leverage review data from Snapshot Reports to nurture leads. Reviews data from Snapshot Reports, such as review performance grade, average review score, average number of reviews per month, total number of reviews, and number of review sources, are logged to Company records to enable filtering Companies by these parameters.
- [CRM] See active products on Company profile pages. Active products on trial will have a “trial” tag.
- [CRM] View associated Companies, Contacts, and Opportunities on Activity records in Company and Contact profiles.
- [CRM] View opportunity win/loss history, including the reason for the win or loss, in Companies' activity logs.
- [Marketplace] Browse Marketplace products easily from a grid view or list view, filtering by category, vendor, billing frequency, and more.
- [Task Manager] Socialize tasks will automatically be generated when an Instagram post receives a new comment.
- [Task Manager] Add and view project descriptions more easily. The "Details" field is now on the main Project view rather than under the Advanced section.
- [Task Manager] Vendors will be notified via email if a work order is put on hold by a partner reselling their products or services.
- [Local SEO] Set a Primary Category on clients' Business Profiles to designate their core specialization and refine their online presence. The Primary category will automatically be set based on data sourced from Google. In cases where there's a discrepancy between our system and Google's primary category, view and set the category through the Local SEO admin dashboard.
- [Local SEO] Add more categories to a business' listing: up to 10 categories, up from three. The Primary and additional categories will sync out to all Listing Sync Pro and Listing Distribution partners.
- [Social Marketing] Craft posts in bulk with AI to create entire social campaigns in minutes. Generate text and imagery for multiple posts and social channels from a single AI prompt, customize by account, and schedule in three progressive stages. See details at top of article.
fixed
Local SEO
Reputation Management
Social Marketing
Vendor Center
Multi-location
Business App
Proposal Builder
Inbox
Partner Center
Sales & Success Center
Orders
CRM
Opportunities & Pipeline
Platform
Product Fixes: 2024-03-28
new
Advertising Intelligence
Local SEO
Reputation Management
Social Marketing
Vendor Center
Business App
Partner Center
CRM
AI
Platform
What's Next
Coming Soon
What's Next: 2024-03-21
- [CRM] Prioritize hot leads with customizable lead scoring. Configure a set of scoring rules to get a focused list of leads to work on. Est. April 2024
- [CRM] Prioritize hot leads with customizable lead scoring. Configure a set of scoring rules to get a focused list of leads to work on. Est. April 2024
- [CRM] Find and assess new leads from Partner Center’s CRM. Search for business types via "Find nearby businesses," and see - at a glance - if they have a website, if they have claimed their Google Business Profile, and their Google review rating. Select those that would be good prospects for your agency, and add them as Companies in your CRM. Est. late March 2024
- [Vendor Center] Manage orders from one table. The Sales Orders table will be discontinued, and all the information needed to manage orders will be centralized in the Work Orders table. Est. late March 2024
- [Advertising Intelligence] Connect Amazon Ads accounts to review ad performance metrics from those campaigns alongside Google Ads, Facebook Ads, Microsoft Ads, LinkedIn Ads, LocalAds, Google Ad Manager, and Simplifi Ads. Est. mid-April 2024
- [Local SEO] Set a Primary Category on clients' Business Profiles to designate their core specialization and refine their online presence. Add more categories to a business' listing: up to 10 categories, up from three. The Primary and additional categories will sync out to all Listing Sync Pro and Listing Distribution partners. Est. March 22, 2024Learn more
- [Reputation Management] Showcase reviews on clients' websites with an updated review display widget. Choose from various layout options, including carousel and badge, toggle the overall rating display on or off, customize the header, and much more. Google, Facebook, and MyListings will be included in Reputation Management Standard. Additional review sources will likely be added later on. Est. mid-April 2024Vote to track
- [Social Marketing] Craft posts in bulk with AI to create entire social campaigns in minutes. Generate text and imagery for multiple posts and social channels from a single AI prompt, customize by account, and schedule in three progressive stages. Now available in pre-release.Watch What's New next week for an in-depth demo.
- [Social Marketing] Refine social content by conversing with AI through web chat. Iterate on messaging, tone, and length through conversational text, rather than updating individual settings or providing entirely new prompts. Est. early April 2024
- [Social Marketing] Post to TikTok from the single-location social composer. Est. April 2024