Changelog
Follow up on the latest improvements and updates.
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AI
What's Next
Now Available
MatchCraft Product Updates: September 2024
fixed
Business App
Task Manager
Partner Center
Sales & Success Center
Orders
CRM
APIs & Integrations
Platform
Product Fixes: 2024-09-05
new
Business App
Partner Center
Campaigns
Orders
Platform
Now Available
What's New
What's New: 2024-08-29
- [Orders] Create Sales Orders more quickly with several UI improvements:
- When selecting items for the order, products and packages load more quickly.
- When selecting packages for the order, click "view contents" to see which products are included in each package.
- Once items are added to the order, set-up fees on any products or packages are clearly indicated. You can also add new set-up fees at this time.
- To undo pricing edits, press “reset to default” to restore the original pricing and structure.
fixed
Social Marketing
Automations
Multi-location
Business App
Snapshot Report
Inbox
Executive Report
Partner Center
Billing & Payments
Campaigns
CRM
Platform
Product Fixes: 2024-08-29
new
Local SEO
Marketplace
Reputation Management
Social Marketing
Automations
Multi-location
Business App
Inbox
Partner Center
Campaigns
CRM
AI
APIs & Integrations
Opportunities & Pipeline
Platform
What's Next
Coming Soon
Now Available
What's New
What's New & Next: 2024-08-22
- [APIs & Integrations] Integrate PetExec, Paw Partner, Jobber, Housecall Pro, and PawLoyalty with Business App. Sync CRM data, automate review requesting, centralize communication, and much more. Est. early September 2024
- [APIs & Integrations] Manage all Business App integrations from one place with all integrations on the old Connections page merged to the new Integrations page.
- [Automations] Group and save Automation actions into sets to declutter workflows, and provide your teams with pre-made, clearly defined building blocks they can easily use to create the automations they need to do their best work. Est. early October 2024
- [Campaigns Pro] Send SMS campaigns from Campaigns Pro. Build multi-step, mixed campaigns including email andSMS to optimize reach when welcoming new customers, looking to boost sales with a promotion, or building anticipation for a new product or upcoming event.Est. late August 2024
- [Campaigns Pro] An email address or phone number will be mandatory for recipients depending on a campaign step’s delivery method of email or SMS, respectively. To ensure delivery of email and SMS campaigns, make sure your Contacts have both email and phone details on record in your CRM.
- [Campaigns Pro] Preview sender name and email before sending email campaigns. Est. late August 2024
- [CRM] Create dynamic and static Company and Contact lists in your CRM. Build lists based on certain criteria to facilitate targeted outreach, perform bulk actions, and automate workflows to trigger the right follow-ups and actions. Est. TBD
- [Inbox] Customize the behavior of AI Web Chat to make it a true assistant and ambassador of a brand. NOW AVAILABLE
- What tone and personality to converse in.
- What language to use, including localized spelling.
- Which qualifying questions to ask.
- When to refer leads to a certain link.
- Which contact details to collect, and in what order.
- [Inbox] Personalize AI Web Chat with a custom name and avatar. NOW AVAILABLE
- [Inbox] Capture more Contact fields from AI Web Chat conversations. NOW AVAILABLE
- First name
- Last name
- Phone number
- Email address
- Street address - new
- City - new
- State/Province - new
- Zip/Postal code - new
- Country - new
- [Opportunities & Pipeline] Offer Opportunity and Sales Pipeline Management in Business App. Est. late September 2024
- [Automations] Group and save Automation actions into sets to declutter workflows, and provide your teams with pre-made, clearly defined building blocks they can easily use to create the automations they need to do their best work. Est. early October 2024
- [Campaigns] Preview sender name and email before sending email campaigns. Est. late August 2024
- [CRM] Create dynamic and static Company and Contact lists in your CRM. Build lists based on certain criteria to facilitate targeted outreach, perform bulk actions, and automate workflows to trigger the right follow-ups and actions. Est. late September 2024
- [Inbox] Customize the behavior of AI Web Chat to make it a true assistant and ambassador of a brand. See more details above in Business App section.NOW AVAILABLE
- [Inbox] Personalize AI Web Chat with a custom name and avatar. NOW AVAILABLE
- [Inbox] Capture more Contact fields from web chat leads. See more details above in Business App section.NOW AVAILABLE
- [Inbox] Communicate via SMS through Inbox in Partner Center. Est. late 2024
- [Local SEO] Help your local business clients understand the impact their SEO efforts are having across all of their locations with keyword reporting in multi-location Business App. Est. Fall 2024
- [Marketing Services] Sell Social Media Management Standard to help your clients manage their social media presence, with extra content and custom graphics, extended reach, and more. NOW AVAILABLEin Marketplace
- [Marketing Services] Sell Review Responses Standard to ensure every review gets a response. NOW AVAILABLEin Marketplace
- [Marketing Services] Sell more services and deliver more value with our August Heat promotion. For every templated website you purchase, you’ll receive three months of search engine optimization services PLUS a second, templated website—absolutely free! For more information, check out our product pages in the Marketplace or reach out to your Account Manager.
fixed
Local SEO
Reputation Management
Vendor Center
Automations
Multi-location
Business App
Partner Center
Billing & Payments
Campaigns
CRM
Platform
Product Fixes: 2024-08-22
new
Marketplace
Reputation Management
Automations
Business App
Inbox
Partner Center
Billing & Payments
CRM
AI
Platform
Now Available
What's New
What's New: 2024-08-15
- [Automations] Automate and customize the sales process for leads captured via AI web chat with the “When Web Chat captures a lead” trigger. Add steps like creating a task to prompt direct follow up by a salesperson, adding the contact to drip campaigns sent via email, and follow on actions tailored to each lead’s engagement. Advanced Users can push this data out to their own platforms by using the "Send a webhook" action. Learn more
- [CRM] Import Companies and Contacts to the CRM in a single upload. Indicate whether a column’s data should be applied to a Company or Contact record, and then map each column header to a Company or Contact field in your CRM. Learn more
- [Inbox Pro] Sell Inbox Pro using new white-label assets. Head to Partner Center > Marketplace > Inbox Pro > Screenshots & Filesto find a white-label video advertisement, sales deck, demo guide, “get started” video, and a high-quality asset kit. Download now
- [Automations] Automate and customize the sales process for leads captured via AI web chat with the “When Web Chat captures a lead” trigger. Add steps like creating a task to prompt direct follow up by a salesperson, adding the contact to drip campaigns sent via email, and follow on actions tailored to each lead’s engagement. Advanced Users can push this data out to their own platforms by using the "Send a webhook" action. Learn more
- [Billing & Payments] Set up Vendasta Payments with an existing Stripe account. Now available in early access. Learn more or comment here for early access!
- [CRM] Import Companies and Contacts to the CRM in a single upload. Indicate whether a column’s data should be applied to a Company or Contact record, and then map each column header to a Company or Contact field in your CRM. Learn more
- [CRM] Filter the Activity Feed by owner to review a team member’s work and follow up if needed. This is a great tool for sales leaders working to hit higher sales targets through implementing new processes and coaching their teams to improve sales practices.
- Sign into Vendasta's Partner Center with your Microsoft account. Single sign on with Microsoft is especially valuable for teams using Outlook as their email solution.
- [Reputation Management] Set scheduling logic for automated review requests. Learn more
- [Reputation Management] Request reviews from industry-specific sources. Learn more
fixed
Local SEO
Marketplace
Social Marketing
Website Pro
Automations
Multi-location
Business App
Task Manager
Inbox
Partner Center
Billing & Payments
Campaigns
CRM
AI
APIs & Integrations
Opportunities & Pipeline
Platform
Product Fixes: 2024-08-15
- [Reputation Management] Send NPS surveys to customers by adding NPS blocks to review request emails. Get valuable feedback on the quality of a business’s customer experience that can be filtered in Reputation Management for actionable insight. Est. end of August 2024
- [Social Marketing] Post blogs directly to Wordpress from Social Marketing. Connect a Wordpress website with Social Marketing via a Wordpress plug-in to make Wordpress an additional posting source. Est. late September 2024
- [Social Marketing] View draft, scheduled, and published posts by switching between tabs in an improved single page view optimized for both desktop and mobile viewing. Est. September 2024
new
Local SEO
Reputation Management
Social Marketing
Automations
Multi-location
Business App
Snapshot Report
Inbox
Partner Center
Billing & Payments
CRM
AI
Platform
Now Available
What's New
What's New: 2024-08-01
- [Inbox] Manage all SMS communication with a single local texting number. Businesses in the United States and Canada can respond to leads via Inbox and send review requests from Reputation Management Premium. When SMS comes to Campaigns Pro later this month, SMS campaigns will be sent from the same number. All replies to Review Request messages and - soon - Campaign responses will appear in Inbox, further centralizing customer communication for your clients. Learn more
- [Inbox] Add dynamic content to message templates to maintain a personal touch without the manual effort. Learn more
- [Automations] Automate the sales process for package leads captured through your store. Set up an Automation to see the enquiry details, immediately respond to the lead, and set the wheels in motion for a salesperson to follow up. Create a new automation now by following the steps at the end of this article.
- [Billing & Payments] Customize the starting invoice number to maintain continuity for your financial records when transferring to Vendasta from a previous billing platform. Learn more
- [CRM] View AI summaries on Company and Contact records in the CRM. It’ll provide a brief overview of what the company does or who the contact is, and their engagement with the business.
- [CRM] Use quick filters to find Companies and Contacts in one click. New quick filters include salesperson, created date, last activity date, and lifecycle stage.
- [Snapshot Report] Customize the Call to Action button that displays when viewing Snapshot Reports on mobile.
- [Local SEO] Use a business’s full url when monitoring organic search results. This is particularly valuable for multi-location businesses and brands with several businesses operating under one core website domain.
- [Reputation Management] Manage all SMS communication with a single local texting number. Businesses in the United States and Canada can respond to leads via Inbox and send review requests from Reputation Management Premium. When SMS comes to Campaigns Pro later this month, SMS campaigns will be sent from the same number. All replies to Review Request messages and - soon - Campaign responses will appear in Inbox, further centralizing customer communication for your clients. Learn more
- [Social Marketing] Encourage clients to upgrade to Social Marketing Pro with an enhanced upgrade path. Badges on Pro features clearly show users of Social Marketing Standard the benefits of upgrading. Learn more
- Go to Partner Center > Automations > My automations > Create automation.
- Add the trigger "When a user shows interest in a package.”
- Add the step "Get associated company."
- Add the step "Add a task to the company" and include dynamic content to pull details from the original enquiry.
- Add the step "Send a prompt to AI" to generate an auto-response to the lead. Include dynamic content to personalize the response for each lead.
- Add the step "Send an Inbox message" to send the AI-generated message to the lead via Inbox.
- Continue customizing the sales process with further triggers and actions.
- Turn on your new automation!