Changelog

Follow up on the latest improvements and updates.

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new

Local SEO

Vendor Center

Automations

Business App

Task Manager

Inbox

Partner Center

CRM

AI

APIs & Integrations

Platform

What's New: 2024-02-29

This week, Dylan Knowles shares improvements improvements to lead capture, customer management, and order fulfillment.
Business App
  • [CRM] Create Sales Tasks in Business App, just like you can in Partner Center, to help your clients stay on top of action items like making follow up calls, booking demos, or putting together quotes. [1:25]
  • [CRM] Help your clients build accurate, comprehensive communication records inside their Business App CRM by logging all email communication under each Contact. Learn how to set up AutoBCC and email forwarding here. [1:52]
  • [Inbox Pro] Set a secondary color for the "Send" button and chat bubbles of the AI-assisted web chat widget to match the its appearance to the style and design of the website on which it's installed. [1:10]
Platform
  • [CRM] Build accurate, comprehensive communication records inside your Partner Center CRM by logging all email communication under each Contact. Learn how to set up AutoBCC and email forwarding here. [1:52]
  • [CRM] Filter Companies and Contacts by last email sent or received to measure user engagement and help you determine the right time to reach out to each contact. [2:13]
  • [CRM] Add Contacts to email campaigns from their profile page. Send the campaign right away, or schedule it for another time. All the campaigns a Contact has received are displayed here too for easy reference. [2:35]
  • [CRM] See Projects on a Company’s profile page. Check on statuses at a glance, or click “View all” to get a comprehensive view of projects. [2:49]
  • [CRM] Filter the Companies and Contacts tables based on the boolean value of a field, ie. whether or not an entity’s status for a given field is true or false. For example, you could filter a list of Companies to show only those that haven’t yet claimed their Google Business Profile. [3:07]
  • [Inbox] Increase the knowledge of your business' AI web chat widget in Partner Center by adding Q&A knowledge in Settings. [0:20] Learn more
  • [Inbox] Set a secondary color for the "Send" button and chat bubbles of the AI-assisted web chat widget to match the its appearance to the style and design of the website on which it's installed. [1:10]
  • [Task Manager] Share files with clients to collaborate on fulfillment. Your clients can view shared files in the Projects area of Business App, and leave feedback or share files of their own to expedite the fulfillment process. [3:37]
  • [Task Manager] Opt to have either a task or a project auto-created to address issues requiring attention, such as listing errors, a wrong answer in a Google Q&A, or a mention on social media. [4:15]
  • [Task Manager] Be reminded to save when editing a project's custom fields. [4:52]
  • [Vendor Center] The Work Order status "In Review" now displays to partner admins and salespeople as "Vendor Review" to clarify that it is the vendor that is reviewing, and no action is needed. The status will continue to display as “In Review” for vendors and partners' clients. [5:38]
  • [Vendor Center] Search Work Orders by Work Order ID, Sales Order ID, Product ID, Business ID, or Reseller Partner ID with the new search bar. [6:05]
Products
  • [Local SEO] Easily assess and report on keyword ranking progress with the legend at the bottom of the Keyword Rankings table. [6:23]

fixed

Marketplace

Social Marketing

Business App

Partner Center

Billing & Payments

Campaigns

User Management

Platform

Product Fixes: 2024-02-29

[Business App: Campaigns Pro] Business information displays accurately in email footer.
[Platform: Billing] Save default billing settings by account in Administration > Default Billing Settings > Account Billing.
[Platform: Campaigns] See dynamic components when previewing emails.
[Platform: Marketplace] "Profit at purchase" is displayed correctly when building or editing a package.
[Platform: User Management] Users are removed from user list at Partner Center > Businesses > Business App > Manager Users upon deletion.
[Reputation Management] Have suite numbers pulled in when fetching addresses for Primary Listings.
[Social Marketing] Dismiss customer posts.
[Social Marketing] Analytics for social posts display consistently across Post Performance in-app and CSV exports.

new

Advertising Intelligence

Social Marketing

Automations

Business App

Partner Center

Billing & Payments

CRM

AI

APIs & Integrations

Platform

What's Next

What's Next: 2024-02-22

This week, Chidi Okpala shares updates
coming soon
to Social Marketing, Advertising Intelligence, Automations, and more.
Business App
  • Automations are coming to Business App!
    Powerful system automations will be built-in and ready for your clients, starting with automated review requests. More actions and triggers will be added over time. Add custom automations like you can in Partner Center to further tailor workflows to your clients' individual operations.
    Est. Spring 2024
  • [APIs & Integrations] Create Companies and Contacts, and associate Contacts with Companies (and vice versa) in Business App’s CRM with Zapier.
    Est. Early March 2024
  • [APIs & Integrations] Upload contacts from QuickBooks to Business App's CRM. When invoices are issued, notes containing invoice details will be added to contact records, and new contacts invoiced in QuickBooks will be auto-created in the CRM, presenting engagement opportunities such as using contact creation or payment made data to request reviews via email or SMS.
    Est. Spring 2024
Platform
  • Create and update Companies and Contacts in Partner Center's CRM with Zapier.
    Available now in Beta
  • Associate Contacts with Companies (and vice versa) in Partner Center's CRM with Zapier.
    Available now in Beta
  • Create and update Accounts in Partner Center with Zapier. Est.
    Spring 2024
Products
  • [Advertising Intelligence] Connect to Broadstreet Ads, an ad manager designed specifically for local news outlets, regional magazines, and industry journals.
    Est. Late March / Early April 2024
  • [Social Marketing] Create multiple posts for several social channels from a single AI prompt. Watch this week's video for a preview of the ultra efficient workflow.
    Vote
    to track progress
    .
    Est. Early March 2024

fixed

Local SEO

Social Marketing

Partner Center

Campaigns

Orders

Platform

Product Fixes: 2024-02-22

[Local SEO] Hide business address and set service area locations for service area businesses.
[Platform] Upload ico files for favicons in Partner Center > Administration > Partner Branding.
[Platform: Campaigns] Copy Recommended Campaign templates for your use.
[Platform: Campaigns] Send email campaigns to individual users from Partner Center > Account > Users > [kebab menu beside the user] > Campaign.
[Platform: Orders] Edit and save the wholesale cost of a package containing a variable priced product.
[Social Marketing] Preview images of scheduled social posts via the post preview links in scheduled post emails.

new

Advertising Intelligence

Local SEO

Automations

Business App

Inbox

Partner Center

Sales & Success Center

Billing & Payments

Campaigns

CRM

AI

Platform

What's New: 2024-02-15

This week, Derek Dittmer shares updates to help you attract, engage, and bill local business clients.
Business App
  • [Campaigns Pro] Build emails effortlessly with a new interface designed to guide you through building each email for a campaign in an easy step by step process. [0:20]
  • [Inbox Pro & Local SEO] Demo Inbox Pro's AI-assisted web chat widget from the My Listing page in Local SEO. [4:49]
Platform
  • [Automations] Automate opportunity management with the new get opportunity action and opportunity data filters when setting conditions. Update statuses, notify salespeople, and more. [0:47]
  • [Automations] Automatically send campaigns to Contacts in your CRM with the new “add contact to campaign” action. [1:04]
  • [Automations] Set automations for companies or accounts with details from the other entity with new actions "get associated account group from company," or the opposite, "get company from account group." With this, you can get the associated account for a company and add any account action, or vice versa. [1:11]
  • [Automations] Use templated data when setting custom fields values. [1:30]
  • [Automations] Filter by account group email. [1:30]
  • [Billing & Payments] Turn off invoicing for products billed for outside of the platform when approving the sales order. Alternatively, billing can be turned off from the retail subscription record. [1:47]
  • [Billing & Payments] Should an ordered product fail to activate, its retail subscription is automatically canceled to ensure your client is not billed for an un-activated product. At this time, subscriptions for un-activated products within a package still require manual cancellation. [2:28]
  • [Billing & Payments] Add new recipients directly from the order confirmation page. [2:53]
  • [Billing & Payments] Add tax rates directly to a subscription via the link to “Add tax rates” displayed on any subscriptions without tax rates already set. [3:17]
  • [Billing & Payments] View 100 or 250 rows at a time in the main Subscriptions dashboard instead of only 10 or 25 per page. [3:27]
  • [Billing & Payments] View and edit a particular subscription just by clicking on its row, or by clicking “edit subscription” in the kebab menu. The subscription will appear on the side panel for efficient editing. [3:39]
  • [Campaigns] Build emails effortlessly with a new interface designed to guide you through building each email for a campaign in an easy step by step process. [0:20]
Products
  • [Advertising Intelligence] Connect Simpli.fi accounts to monitor campaign performance and advertising ROI from a single dashboard. [5:30] Learn more
  • [Advertising Intelligence] Connect CallRail to view ad metrics and the resulting call details in one place. [5:30] Learn more
  • [Local SEO] Access the same Business Profile interface, with the same set of fields, in Local SEO, Partner Center, Sales & Success Center, and Business App, and edit from any of these locations. This update will bring access to Local SEO features like AI Business Descriptions, Special Hours, and Attributes across Partner Center, Sales and Success Center, and Business App. [4:02] Learn more
  • [Local SEO] Some fields that were previously available within the Business Profile that are not a part of the information that a business would want to be publicly available will be removed from this location. All removed fields are still accessible in their respective product areas. [4:23]
    View affected fields
    .

new

fixed

Local SEO

Marketplace

Reputation Management

Social Marketing

Business App

Partner Center

Sales & Success Center

Campaigns

CRM

Opportunities & Pipeline

Platform

Product Fixes: 2024-02-15

[Local SEO] Save Business Emails to Business Profiles.
[Local SEO] Save Business Categories to Business Profiles.
[Local SEO] Accuracy status for all live listings displays correctly in Listing Sync.
[Local SEO] Hours of Operation displayed in Business Profile and Yext dashboard match.
[Other] Log into support.vendasta.com.
[Platform] Edit and save Business App CRM settings from Partner Center > Administration > Customize > Customize Business App.
[Platform: Campaigns] Salesperson contact card displays all contact details.
[Platform: Campaigns] Edit and save legacy email templates in the newl editor.
[Platform: CRM] Save edited Customer IDs in Partner Center.
[Platform: CRM] Save changes to Business Profiles in Partner Center.
[Platform: CRM] Save custom fields on Account Groups in Partner Center.
[Platform: CRM] Unassign a salesperson from an Account.
[Platform: Marketplace] Copy packages without a retail price and save them as drafts.
[Platform: Marketplace] Change the set-up fee on a package to $0 without disturbing the recurring retail price.
[Platform: Opportunities & Pipeline] Log activities on opportunities from Partner Center > Sales > Pipeline.
[Reputation Management] Edit and save review request template without the "Send Request" button obscuring the "Save" button.
[Reputation Management] Select review request recipients.
[Sales & Success Center] Filter Accounts by created date.
[Social Marketing] Create and view social post drafts.

new

Advertising Intelligence

Local SEO

Reputation Management

Website Pro

Business App

Inbox

Partner Center

Sales & Success Center

Platform

What's Next

What's Next: 2024-02-08

This week, updates coming soon to Inbox Pro, Reputation Management, and more.
Business App
  • [Inbox Pro] Receive and send Facebook Messages from Inbox.
    Vote
    to track progress.
    Est. late February 2024
  • [Inbox Pro] Receive and send emails from Inbox.
    Vote
    to track progress.
    Est. March 2024
Products
  • [Advertising Intelligence] Connect Simpli.fi accounts to monitor campaign performance and advertising ROI from a single dashboard.
  • [Advertising Intelligence] Connect CallRail to view ad metrics and the resulting call details in one place.
  • [Local SEO] Access the same Business Profile interface, with the same set of fields, in Local SEO, Partner Center, Sales & Success Center, and Business App, and edit from any of these locations. This update will bring access to Local SEO features like AI Business Descriptions, Special Hours, and Attributes across Partner Center, Sales and Success Center, and Business App.
    Vote
    to track progress.
  • [Local SEO] Some fields that were previously available within the Business Profile that are not a part of the information that a business would want to be publicly available will be removed from this location. All removed fields are still accessible in their respective product areas.
    View affected fields
    .
  • [Reputation Management] Customize the revamped Review Display Widget to show reviews above a certain star rating, set a theme, and more formatting options to display reviews from multiple sources on client websites.
    Vote
    to track progress.
    Est. late February 2024
  • [Reputation Management] View SMS review request activity by Contact
  • [Website Pro] A planned update will protect our servers from instability when our cloud provider is conducting routine maintenance, improving overall reliability and greatly reducing the risk of outages for hosted websites.
    Est. late February 2024

new

Reputation Management

Automations

Multi-location

Business App

Snapshot Report

Inbox

Executive Report

Partner Center

Billing & Payments

Orders

CRM

AI

Platform

What's New: 2024-02-01

This week, Dakota Zirk shares improvements to how you capture, manage, and report on new leads.
Business App
  • [Inbox Pro] Show proof of performance for Inbox Pro. New leads from Web Chat, Google, and, Facebook are displayed in analytics in Business App’s marketing funnel, which can be seen in the main dashboard and the Executive Report. [0:28]
Platform
  • [Automations] Set automation delays to have steps performed steps to happen on a specific day, week, or window of time. [6:18]
  • [Billing & Payments] Recurring Invoices has been replaced* by Subscription Billing. Use Subscriptions to automate your billing and payment collection workflow while gaining flexibility and protecting cashflow. [3:58] Learn more
*
Current users of recurring invoices still have access to that workflow to ensure billing continuity for their clients, though transitioning to Subscriptions in encouraged.
  • [Billing & Payments] Customize billing by client and by product. In addition to setting billing schedules, payment terms, and more with Subscriptions, if you bill and collect payment for some products outside the platform, you can turn off invoicing in Subscriptions for those specific items to avoid double billing your clients, and still have a record of all active subscriptions on each client account in one place. [5:01]
  • [Billing & Payments] Get notified of Stripe account issues - such as missing account verification details - via email, in the Vendasta payments page, and the payout page, with all the details you need to take action and avoid service disruptions. [5:42]
  • [CRM] Embed custom-built forms right on your website to capture leads, and deliver them straight to your CRM in Partner Center. Use the easy drag and drop builder to create forms tailored to your business. Add any contact and company fields from the CRM, and have all the data sync seamlessly to Partner Center (new companies and contact will be auto-created).
    Also coming soon to Business App.
    [1:14]
  • [CRM] Create parent and child relationships between Companies. Set a parent company on a child company, or add child companies from a parent company. Filter the Companies table by parent company to see all locations of a business in a focused view.
    Also coming soon to Business App.
    [2:56]
  • [CRM] See all the contacts associated with a company from its profile page instead of just the top five. [3:32]
  • [CRM] Create a follow-up task when logging an activity to a company or contact. The follow-up task will take the details from the associated activity, eliminating the need to re-enter them. [3:39]
Reputation Management
  • Upgrade clients from the Reputation Management trial directly to any of the three editions: Standard, Pro, or Premium. Upgrades can be completed from the Manage Accounts page, through a Sales Order, or when activating products in Partner Center. [7:12]

fixed

Local SEO

Marketplace

Vendor Center

Business App

Partner Center

Sales & Success Center

Campaigns

Orders

Platform

Product Fixes: 2024-02-01

[Business App: Campaigns Pro] Navigate from Business App > Review Request directly to Business App > Campaigns > Overview.
[Local SEO] Delete keywords from Keyword Tracking in Local SEO Standard.
[Marketplace] Set user of JazzHR order form to successfully complete purchase.
[Marketplace] Product activation emails are sent to selected recipients in Vendor Center.
[Platform: Orders] Activate orders on contract start date.
[Sales & Success Center] Dynamic content in campaign previews automatically update between accounts.

new

Automations

Partner Center

Orders

CRM

APIs & Integrations

Platform

What's New: 2024-01-25

This week, Parker Reese shares updates to automations, integrations, and more.
Platform
  • [Automations] Include dynamic Company or Contact details in Automations, such as email addresses, phone numbers, or data from any other fields on Company or Contact records.
  • [Integrations] Send data in and out of Vendasta with
    Zapier, now available in Beta
    . Create or update companies and contacts, log an activity to a company or contact (including tasks), run a Vendasta automation, or do all of the above in a single sequence. More features will be added in the coming weeks. Learn more
  • [Orders] Quickly access fulfillment forms for each product ordered by your clients, right from the sales orders table in Partner Center.
  • [Orders] Easily access projects for each work order in Vendor Center via links right in work orders table.
We’re in the process of improving how we communicate updates on our roadmap, so you may notice changes to the formatting and organization of the Roadmap and Changelog sections of roadmap.vendasta.com. We thank you for your patience as we work to improve the experience for you.
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