Changelog
Follow up on the latest improvements and updates.
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new
Partner Center
Billing & Payments
Orders
Now Available
December 2024: Automate Product Activation, Billing, and Payment Collection
- Save time on sales admin:Submit sales orders quickly and automate the rest.
- Get paid automatically:Never worry about missing cancellation dates or forgetting to start/stop invoices again. Build client trust and protect your bottom line, simultaneously.
- Make informed financial decisions:Fuel your agency's growth based on comprehensive, easily accessible financial data.
- Navigate away from draft sales orders without losing your work. Draft sales orders are auto-saved.
- Ensure sales orders have all the items a client needs, and none they don't. Required products are added to sales orders automatically, while already active products are displayed.
- Create one order for products with different billing terms. Set terms for each line item in a Sales Order (or set them at the Opportunity stage). End dates can be set now, and the ability to set start dates is coming soon.
- See what details will be needed to complete and fulfill the sales order immediately after adding each product. Applicable order and fulfillment forms are accessible in dedicated tabs when drafting a sales order.
- Collect approval and payment details up front. Submit orders for approval by the customer, or have your salespeople submit for admin approval to ensure details are correct and pricing is appropriate.
- Never overcharge or be overcharged. Products are automatically deactivated on end dates set in billing terms, and the associated billing and payment collection is ceased.
- Connect your existing Stripe account to Vendasta payments to centralize transactions and financial records.
- Create sales orders through Partner Center to streamline the journey from order creation to product activation.
- Automate billing with Subscriptions to easily manage recurring revenue.
- Automate payment collection with Vendasta Payments to get paid on time, every time.
- [Business App: APIs & Integrations] Connect industry-leading apps directly with Business App to sync customer data, automate review requests, centralize communication, and more. Learn more about setting up API key based integrations and SSO based integrations. New integrations include:
- Protractor
- Service Fusion
- RB Control Systems
- LightSpeed
- FieldEdge
- [Business App: Automations] Trigger automation steps, such as notification via email, to run when a task is overdue.
- [Business App: CRM] Collect meeting bookings online by embedding a booking form on your website with the code provided in Business App > CRM > My Meetings > Settings.
- [Business App: CRM] Email meeting requests directly from Contact records in the Business App CRM.
- [Business App: CRM] Specify different meeting attributes (General Availability, Availability Increment, Advance Notice and Meeting Buffer) for different Event Types in Business App > CRM > My Meetings > Settings.
- [Business App: CRM] Address unverified Google Business Profiles quickly and easily. A clear warning banner provides a direct link to the page where the business location can be verified.
- [Marketing Services] Help your customers located in the US increase their local visibility and generate high-quality leads by reaching potential customers exactly where they are looking with Marketing Service's Digital Ads: AI AdVantage.
- [Platform: Automations] Trigger automation steps, such as notification via email, to run when a task is overdue.
- [Platform: CRM] Give users access only to the Companies and Contacts they are assigned to in Administration > My teams > Edit user > CRM permission.
- [Platform: CRM] Collect meeting bookings online by embedding a booking form on your website with the code provided in Partner Center > CRM > My Meetings > Settings.
- [Platform: CRM] Email meeting requests directly from Contact records in the Partner Center CRM.
- [Platform: CRM] Specify different meeting attributes (General Availability, Availability Increment, Advance Notice and Meeting Buffer) for different Event Types in Partner Center > CRM > My Meetings > Settings.
- [Platform] Link and access Google Meet and Zoom accounts from Partner Center. Learn more
- [Products: Local SEO] Syncing to Top 4 added to Listing Sync Pro.
- [Products: Local SEO] View automated changes Google has made to Google Business Profiles in Local SEO's Admin View to maintain control over the information displayed and ensure it aligns with your clients’ preferences.
- [Products: MatchCraft] Reduce ad creation time with Responsive Display Ad Suggestions, which suggests images, logos, headlines, and descriptions; everything necessary to build a responsive display ad for use in Google Display campaigns.
- [Products: Reputation Management] 8coupons, medicare.gov, American towns removed from listing sources.
- [Products: Reputation Management] Help SMBs track the effectiveness of their review and NPS requests with request performance metrics in Reputation Management > Analytics, such as number of requests sent, clicks received, and the click-through rate (CTR). Metrics are further broken down by channel, showing separate performance data for Email and SMS.
new
Business App
Inbox
AI
Opportunities & Pipeline
Now Available
November 2024: Increase New and Recurring Revenue with an Automated, AI-Assisted Sales Solution
- Respond to all SMS communication immediately with AI to ensure no leads are lost to competitors and no opportunities are left behind. The AI acts as a receptionist or sales assistant, ensuring customers are taken care of, day or night. Available now in Inbox Pro in Business App, and coming soon to Partner Center!Learn more
- Run targeted campaigns to nurture new leads, re-engage existing customers, and more by segmenting Contacts or Companies with Smart Lists in Business App. Smart Lists are always accurate, updating dynamically, and in real-time to only include the Contacts or Companies that meet the custom criteria set. Static lists can also be created. Learn more
- Request reviews directly within a conversation in Inbox Pro, or the Reputation Management page embedded in Business App.
- Use Business App on the go with improvements to mobile friendliness and more intuitive navigation.
- Set Business App to Dark Mode.
- Set up Opportunity stages, custom-tailored to each client's business model. Learn more
- Automate the progression of an Opportunity through all stages from Created to Closed-Won based on customer behavior. Learn more
- Easily update an Opportunity's status with drag and drop in Business App > CRM > Opportunities > board view.
- Easily update a Sales Task's status when in Business App > CRM > Tasks > board view.
- Use the customizable, filterable Opportunities tool to demonstrate undeniable proof of performance by your agency as you keep your clients' pipelines healthy.
- Schedule pausing and resumption of campaigns to take advantage of high volume periods like weekends and holidays without manual intervention.
- Automatically optimize ad spend, keywords, and scheduling based on Google Ads conversion data. This is a particularly powerful addition for agencies looking to sell ad services to local businesses that already use Google Ads. Bring existing campaigns into Matchcraft, and start delivering value right away!
- Train Social Marketing Pro's AI on a business's website, business profile, and more to enable it to produce social content that is right on brand. Learn more
- Ensure consistent messaging across social content and customer communication with AI knowledge centralized in Business App to inform Inbox's AI web chat, AI SMS communication, and Social Marketing Pro.
- [Coming soon] Manage social media marketing from within Business App instead of launching the Social Marketing app separately. Est. late 2024/early 2025
- [Business App] Manage images on all of a business' listings from one place. Images can be accessed and updated on an account's Business Profile from Partner Center, in Business App, Local SEO, or Reputation Management. Any updates will be synced to the Business Profile's instance in all other locations.
- [Platform: CRM] Coming soon: Order more easily with a simplified sales order workflow. Improvements will include a reduction of steps to order submission, automatic saving, increased admin functionality, and many other quality of life improvements. Est. mid-Dec. 2024
- [Platform: CRM] Coming soon: Set specific end dates for each line item on an Order. The end date will deactivate the product and end retail subscription. Est. mid-Dec. 2024
new
Local SEO
Marketplace
Reputation Management
Automations
Multi-location
Business App
Inbox
Partner Center
Marketing Services
CRM
AI
APIs & Integrations
Platform
Now Available
What's New
October 2024: Boost Online Reputations and Build Customer Loyalty with NPS, Automatically
- Collect feedback via NPS to help clients boost their online ratings, and understand who their best customers are. Leverage this insight to inform improvements to lead generation, account expansion, and customer retention. Learn more
- Set up email and SMS templates to collect NPS and reviews. To amplify positive experiences while addressing negative feedback to protect their reputation, set the template to invite customers who leave an NPS score greater than 7 to leave a public review, and ask the rest to submit private feedback. Learn more
- Collect feedback automatically upon job completion or purchase. The requests will be sent according to the email and SMS templates set as default in Reputation Management. Learn more
- New integrations: PetExec, Paw Partner, PawLoyalty, Pet Resort Pro, and Gingr.
- Connect and manage all integrations with Business App from one place: the new: centralized Integrations page in Business App > Settings > Connections > Integrations.
- Build post-purchase flows based on NPS scores. For promoters, for example, send a campaign inviting them to register for a loyalty account that offers discounts and other perks. For detractors, send a campaign thanking them for their feedback, and notify a team member to follow up with each customer.
- Group automation steps to simplify and organize even the most complex workflows organized. Learn more
- Save groups as Action Sets to easily add them to other automations. Learn more
- Reputation Management Premiumhelps build stellar online reputations. With built-in AI, it handles review responses seamlessly and includes Vendasta’s new NPS and automated review request features.
- Social Marketing Proautomates social media content creation, building full content calendars with text and images tailored for each platform.
- Local SEO Proensures your client’s business info stays accurate across top sites, optimizing their profiles for better search rankings with the help of AI.
- Inbox Procaptures more leads with an AI-assisted webchat widget, answering questions in real-time and connecting qualified leads via SMS.
- Campaigns Prouses AI to create email and SMS campaigns that engage leads, revive cold prospects, and target the right people at the right time.
- Duda Website: Get a beautifully created, 10-page website with included hosting and monthly support with Duda. This offering is perfect for website customers looking to jumpstart their online presence or customers with an existing website, looking for a refresh.Search "Duda" in theMarketplaceto see the services available.
- Email Marketing Standard/Plus: Get strategic guidance from our team of experts, newsletters, welcome emails, drip campaigns, A/B testing, automation, and performance tracking, all fulfilled using Vendasta’s Campaigns Pro! This offering is great for customers wanting to engage their customers and nurture new leads on a monthly basis without the hassle of creating, managing, and optimizing monthly email campaigns.Available October 25, 2024
- Zoek: Get professional Wix website development services, designed to give your clients a stunning and effective online presence. Whether it's for small businesses or larger enterprises, Zoek makes it easy to create beautiful, responsive websites optimized for SEO. With affordable pricing and expert design, it's the perfect solution to help your clients stand out online.Search "Zoek" in theMarketplaceto see the services available.
- [Business App: Inbox] Track AI web chat events in Google Analytics using Tag Manager. Learn more
- [Platform: CRM] Segment and manage Contacts and Companies in bulk using a static and smart lists in Partner Center. Learn more
- [Products: Local SEO] View keyword tracking across all locations of a business in in one place in multi-location Business App. Learn more
- [Products: Social Marketing] Manage social media efficiently and on the go with core workflows optimized for mobile. Modernizations ensure seamless mobile usability when generating, composing, and scheduling social media content. Learn more
- Sales & Success Centerwill no longer be accessible afterJanuary 15, 2025.
- Partners currently using Sales & Success Center should migrate to the Partner Center CRMas soon as possible.
- Proposal Builder document creation, one of the most requested features, has been fully migrated to the Partner Center CRM. Partners can now design documents using the same tools that were available in Sales & Success Center’s Proposal Builder, ensuring a smooth transition for teams relying on this functionality. Some incomplete features that saw low usage, like creating a sales order from Proposals, and sending proposals for comments, will not be carried over to the Partner Center CRM.
- [Now available] White-label experience for salesperson- Your sales team will see your agency’s branding within their Partner Center, from logging in to using the software.
- [Now available] Market permission- If a salesperson is limited to a specific market, those restrictions will be applied within the Partner Center CRM as well.
- [Now available] Proposal Builder document building features- Vendasta’s development team has successfully migrated the most requested part of Proposal Builder to Partner Center; partners can now design documents using the creation tools of Proposal Builder.
- [Coming soon] Ownership permission- ensures that users can only view the records they are directly assigned to, preventing access to records owned by other users. Currently, Sales & Success Center uses a 'Market-wide account' access setting, which applies to all users in the market. We are now introducing a more specific, user-based permission system, replacing the instance-wide setting with individual user record access control.
- [Coming soon] “Product” under “Resources”- ensures that salespersons know what products are available for them to sell and at what price.
- [Retired] Creating a sales order from Proposals, and sending proposals for comments- Vendasta’s Proposal Builder in Sales & Success Center was primarily used to create documents, which users would commonly download as PDFs. As such, we’re removing the complicated sales order workflow as part of the migration of our Proposal Builder to Partner Center.
- [Retired] Chrome extension- Vendasta’s Sales & Success Center Chrome Extension was primarily used for autoBCC’ing and logging emails in the CRM. Yesware is now the better alternative for autoBCC’ing.
- [Retired] “Stores” and “Sales” under “Resources”- Provided as self-serve sales training materials, though the sales content hasn’t been actively maintained.
- [Retired] Impersonate as a salesperson- Previously, a partner could “mimic” what the salesperson is able to see. In order to do this with the new Partner Center CRM, a partner can create a salesperson account to go through the salesperson experience.
- [Retired] Calendar- This shows the sales tasks and meetings booked via the meeting scheduler, but it hasn’t been widely adopted due to the lack of integration with users' calendars, such as Google and Outlook. Note that Partner Center CRM users are still able to create their own meeting scheduler link, so prospects and clients can easily schedule appointments with them.
- Unified Sales Workflow:Manage sales cycles, capture leads, and launch email campaigns directly within Partner Center, without the need to toggle between different platforms.
- Enhanced Automation:Features like AI-assisted web chat, Form Builder for lead capture, and Zapier integrations for workflows streamline sales operations.
- Improved Customer Management:New "Companies" and "Contacts" tabs offer better data organization, with advanced filtering and AI-driven lead capture tools.
- Customizable White-label Experience:Sales teams can enjoy a fully branded interface, ensuring a consistent experience from log-in to CRM usage.
- Permission Controls:Sales teams can now access only the records assigned to them, enhancing security and data privacy.
new
Advertising Intelligence
Business App
Inbox
Partner Center
CRM
Platform
Now Available
Product Updates: 2024-09-26
- [CRM] Export Contacts and Companies from a Business App CRM for upload to other software.
- [Inbox] Start an Inbox conversation with a Contact from their profile in a Business App CRM.
- [Inbox] Avoid duplicate SMS conversations with Inbox. Select existing contacts and conversations to pick up communication in the same thread
- [Inbox] See the name and avatar set for a business' AI web chat assistant in Inbox conversations for improved context on who is participating in a conversation.
- [Inbox] When an AI web chat assistant has been given a custom name, it will recognize and respond to its name when addressed in conversation with a lead on a website.
- [Inbox] View conversation summaries written from the perspective of the AI assistant who helped the lead to get better context on how the business was represented. The AI assistant will wait briefly before summarizing lead capture conversation for the business in case the lead continues the conversation with additional details about their needs
- [CRM] Export Contacts and Companies from your Partner Center CRM for upload to other software.
- [Inbox] Start an Inbox conversation with a Contact from their profile in your Partner Center CRM.
- [Inbox] Avoid duplicate SMS conversations with Inbox. Select existing contacts and conversations to pick up communication in the same thread
- [Inbox] See the name and avatar set for a business' AI web chat assistant in Inbox conversations for improved context on who is participating in a conversation.
- [Inbox] When an AI web chat assistant has been given a custom name, it will recognize and respond to its name when addressed in conversation with a lead on a website.
- [Inbox] View conversation summaries written from the perspective of the AI assistant who helped the lead to get better context on how the business was represented. The AI assistant will wait briefly before summarizing lead capture conversation for the business in case the lead continues the conversation with additional details about their needs
- [Advertising Intelligence] Compare ad performance metrics across campaigns and ad networks to make informed decisions on adjustments, and get the most out of your clients' ad spend. Select and compare specific creatives, customize columns, sort, and filter to quickly identify top performers, and ads in need of refinement. Learn more
fixed
Reputation Management
Social Marketing
Multi-location
Business App
Partner Center
CRM
Platform
Product Fixes: 2024-09-26
new
What's New
What's New: 2024-09-19
fixed
Reputation Management
Social Marketing
Business App
Snapshot Report
Partner Center
Billing & Payments
Orders
Platform
Product Fixes: 2024-09-19
new
Business App
Inbox
AI
APIs & Integrations
Now Available
What's New
What's New: 2024-09-12
- [APIs & Integrations] Integrate Jobber and Housecall Pro directly with Business App to sync CRM data, automate review requests, centralize communication, and more. Use Automations to further streamline workflows and create engaging post-purchases experiences for customers. Learn more
- [Inbox] On mobile, the AI web chat’s avatar pops up immediately with a greeting, complete with a green “online” indicator to encourage visitors to engage in a conversation.
- [Inbox] Position AI web chat to show in the bottom left or right corner of a website by setting the Web Chat bottom corner position field in Inbox > Inbox Settings > Configure Web Chat > Appearance > Web Chat bottom corner position.
- [Inbox] Web chat messages appear on screen more quickly to assure visitors that their enquiries are being captured and processed immediately.
fixed
Reputation Management
Social Marketing
Opportunities & Pipeline
Platform