What's New: 2024-08-01

This week, Kendall Johns shares improvements across Partner Center and Business App to help you engage with leads and customers.

Business App

[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

Platform

[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.

Products

[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

Automate the Sales Process for Store Leads

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!