What's New: 2024-07-18

This week, Mel Kozun shares updates that will facilitate lead capture, customer engagement, order management, and more.

Business App

[Inbox] View the specific knowledge sources drawn upon for each AI web chat message sent in response to a lead's enquiry. This might be a link to a webpage, a custom text source, or the business profile. To change or improve the answer AI web chat will provide when asked similar questions in the future, adjust that knowledge source. Learn more
[Campaigns Pro] Schedule campaign emails to go to CRM Contact recipients at a certain date and time. Learn more
[Campaigns Pro] Pause and resume campaigns for individual CRM contacts. Learn more
[Campaigns Pro] Correct dynamic content formatting with guidance from clear error messages describing the problem and how to address it.
[Forms] Control whether or not you want to provide Forms in Business App by toggling Forms on or off in
Partner Center > Customize Business App > CRM > Show CRM forms page
.

Platform

[Campaigns] Schedule campaign emails to go to CRM Contact recipients at a certain date and time. Learn more
[Campaigns] Pause and resume campaigns for individual CRM contacts. Learn more
[Campaigns] Correct dynamic content formatting with guidance from clear error messages describing the problem and how to address it.
[Orders] Schedule products to deactivate immediately, at the end of the current period, or after a set number of additional periods. Deactivation settings are available now on Account pages, and you’ll soon be able to set deactivation at the time of order creation. Learn more
[Billing & Payments] Issue credit notes for all or part of an invoice to provide an official record of the transaction to your clients, and your finance team. Issuing a credit note for an unpaid invoice will void the invoice, while a credit note for a paid invoice will refund the amount indicated. Learn more

Products

[Local SEO] Sync to Apple Business Connect from Local SEO Pro.
[Local SEO] View key details of a business' profile like name, address, phone number, and primary category in the top left of the Listing Sync page to check flagged sources against NAP data.

Marketing Services Offers Two New Website Products

Simplify selling website products to your clients with two new products offered by Marketing Services, Tailored Website and Templated Website.

Tailored Website begins with a personalized consultation and includes a full statement of work, quote, and project timeline. This boutique offering features an enhanced experience with added touchpoints, ensuring an impressive website tailored to fit your client's needs.
Templated Website is perfect for businesses looking for their first site or a quick refresh at a low cost of entry, with a streamlined process and two calls with our developers to ensure project alignment.

Existing partners who sold a website through Marketing Services in the last 6 months will continue to see our "Website: Up To..." products along with the new ones, until October 1st, 2024.

Find Tailored Website and Templated Website in the Marketplace today, or learn more here.

Set Up and Scale Your CRM with New Course in Vendasta Academy

There’s a brand new certification in the Academy to help you understand the full capabilities of the new CRM. In this course, you and your team will learn how to:

Set up and scale your CRM efficiently, helping you meet sales targets and promote business growth
Configure the CRM to scale with your business, including adding team members and managing permissions
Use lead generation and nurturing techniques using forms, webchat, and targeted email campaigns.
Identify high-quality leads, manage client interactions, and close deals effectively using the CRM’s advanced features.
Meet and exceed your targets with sales goals, revenue forecasting, and advanced reports.

Head to the Academy, and search for “Partner Center CRM | Elevate Sales and Enhance Customer Relationships” to get started!

Coming Soon to Business App

[31 July 2024] Your clients will have a single SMS number and credit balance to use across Inbox, Reputation Management, and (soon) Campaigns Pro. For your clients who are currently managing multiple SMS numbers, the number associated with Inbox will become their single line. Replies to all types of SMS messages will appear in Inbox - including replies to review requests, so businesses won’t miss any message from customers.
[1 August 2024] Google Direction Requests will be removed from the Leads metric in the marketing funnel “Leads” card located on Home and Executive Report on August 1st, 2024. From that point on, it will be available only within the Google Business Profile section of the Executive Report. This will result in a drop in the count of new leads for many businesses, but the count will be more accurate, because Google Direction Requests are not as strong an indicator that a user is going to become a lead compared to leads that come in through enquiries made via AI web chat or a contact form embedded on a a business' website.

Two Promotions for Inbox Pro

Sell and activate Inbox Pro between July 15th and September 30th, 2024 and your sales reps will earn a $10 Visa gift card for every sale!
Bundle Inbox Pro with $500 worth of of Amazon Ads. This powerhouse combo allows your clients to leverage the power of Inbox Pro's 24/7 lead capture and response alongside targeted Amazon Ads, reaching and engaging their ideal customers with laser precision. Learn more