Changelog
Follow up on the latest improvements and updates.
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new
Advertising Intelligence
Business App
Inbox
Partner Center
Sales & Success Center
Campaigns
CRM
Platform
What's Next
Coming Soon
What's Next: 2024-05-02
This week, Caz Lim shares updates coming soon to Inbox, Campaigns Pro, Advertising Intelligence and more.
Coming May 15th: Inbox Messaging Integrations Available on Inbox Standard
Starting May 15, 2024, every Business App account can connect and message with customers on Google Business Messages, Facebook Messenger, and Email, with Instagram coming soon. This means you can provide Vendasta’s multi-channel, shared team inbox to all of your local business clients, included as part of your Vendasta subscription. No extra charges, fees, or products to activate.
Then, upsell your clients to Inbox Pro with Vendasta’s AI-assisted lead capture widget, along with nearly unlimited SMS credits for text message communication from a local number to facilitate responding to, and converting, all those new leads.
Why are we making this change?
As your clients' conversation hub that they interact with daily, Inbox is a great tool for your agency to provide, because it delivers value to them every single day. The more your clients engage with Business App, the more mission critical you and your agency become to their business. With all leads delivered to the Inbox and CRM provided by your agency, the value of your relationship will be clearer than ever. This paves the way to introducing Inbox Pro with our powerful AI-assisted web chat lead capture when they’re ready to grow their customer base in a big way.
Inbox vs. Inbox Pro
Activate Inbox Pro, Get Free Digital Ads
For each activation of Inbox Pro with AI-assisted lead capture, you’ll receive $500 in digital ad credits to drive leads to your client’s website. Learn more
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Business App
- [Inbox] Respond to Instagram DMs from Inbox. Est. late May 2024
- [Inbox] Integrate Google Business Messages, Facebook Messenger, and Email for free with Inbox Standard. Est. mid-May 2024
- [Campaigns Pro] Send SMS campaigns from Campaigns Pro with an SMS add-on. Build multi-step, mixed campaigns including email and SMS to optimize reach and engagement. Est. mid-May 2024
Products
- [Advertising Intelligence] Connect Amazon Ads accounts and report on campaigns. Est. early May 2024
Platform
- [CRM] Log in to Partner Center in the role of salesperson, with market assignments respected. Est. late May 2024
- [CRM] White label Partner Center and its domain to maintain the branding familiar to your team members. Est. late May 2024
- [CRM] Key sales tools from Sales & Success Center, such as Meeting Scheduler, will be migrated to Partner Center over the next couple months to eliminate the need for this adjacent sales station, and bring your whole team into a single platform. Est. late June 2024
From June 24, 2024, Sales & Success Center will no longer be offered to new partners. All current Vendasta partners will retain access, but transitioning your sales teams to Partner Center is recommended to get all the benefits the new CRM has to offer.
fixed
Local SEO
Reputation Management
Social Marketing
Business App
Task Manager
Inbox
Billing & Payments
Campaigns
Platform
Product Fixes: 2024-05-02
[Business App: Campaigns Pro] Validate domain records in Marketing > Email Settings > Use my own domain > Select Domain.
[Business App: Campaigns Pro] Email footers display correctly.
[Platform: Billing & Payments] Send invoices to multiple recipients.
[Platform: Campaigns] Edit and save campaign templates.
[Platform: Campaigns] See current metrics when previewing an email within an in-progress campaign.
[Platform: Task Manager] Duplicate task creation corrected.
[Products: Local SEO] See keyword rankings on Local SEO dashboard.
[Products: Local SEO] showmelocal listings display correctly as a Primary Listing.
[Products: Reputation Management] View and respond to TripAdvisor reviews.
[Products: Reputation Management] Reviews from Indeed are pulled from the correct page.
[Products: Social Marketing] Ensure grammatically correct social content by using the "'Fix spelling and grammar" option in the composer.
new
Advertising Intelligence
Automations
Business App
Inbox
Partner Center
Billing & Payments
Campaigns
Orders
CRM
APIs & Integrations
Platform
Now Available
What's New
What's New: 2024-04-25
This week, Mel Kozun shares new ways to capture leads, collect reviews, and automate workflows.
Business App
- [Automations & Integrations] Integrate Quickbooks Online with Business App to sync CRM data and automate workflows, such as review requests. [0:21] Learn more
- [Automations] Automate quickly with pre-built templates for for adding new contacts to marketing campaigns, sending an SMS message to new contacts that have a phone number on record, automatically requesting reviews, and checking in on customers after services were rendered. [3:47]
- [Automations & Inbox Pro] Send automated SMS messages. [4:58] Learn more
- [Automations & Inbox Pro] Send automated plain-text emails. [4:58] Learn more
- [Automations] Use modifications to Company records as triggers for Automations, setting the trigger to activate the following step based on modifications to specific fields. [5:20]
- [Automations] To build automated workflows between Business App and other platforms via Zapier, start a Business App automation with the trigger “when this automation is triggered via Zapier.” Step by step instructions are there to guide you on how to use Business App and Zapier together.
- [Campaigns Pro] Create emails directly from featured templates rather than having to copy the templates to your own library first. [10:00]
- [Campaigns Pro] Track monthly email balance. [10:18]
- [Forms] Build embeddable, customizable web Forms that are automatically integrated with their CRM and Inbox to help them capture leads, event registrants, survey responses, and more. [6:13] Learn more
- [Inbox] Respond to Inbox messages via email. Replies will show up right in Inbox. Emails sent to business-owned email address can also be forwarded into Inbox to further centralize customer communication. [8:42] Learn more
Platform
- [Billing & Payments] Create retail subscriptions for activated products in bulk by selecting wholesale subscriptions on an account, and clicking the lightning bolt to select “Create retail subscriptions.” [14:18]
- [CRM] Add filtered Companies and Contact lists to Automations in bulk. Filter the main companies or contacts table to curate the list, select all, then hit the action lightning bolt just like you would to send an email campaign, and select an automation to run. [11:01]
- [CRM] Log and filter detailed lead source data. With the new fields Record source, Record source drill down 1, and Record source drill down 2, you can get valuable insights on where your best leads are coming from, and build tailored customer journeys. [11:52]
- [CRM] Capture UTM data collected from Forms and AI Webchat on Contact records. Filter by these data fields and use them as criteria in Automations to personalize the customer journey. [12:29]
- [CRM] Filter and sort Contacts by “Last engagement date" to zero in on those ready to buy, in need of nurturing, or another phase of their customer journey, and take the appropriate sales action. [12:50]
- [CRM] Filter and sort Contacts by “Last campaign email bounced date" to identify and remove bounced emails, keep your contact list current, and ensure deliverability rates from your sending address. [13:10]
- [Orders] Automatically invoice and collect payment upon order approval. When sending an order to a customer for approval, you have the option to collect payment, along with a signature, when the customer approves the order. With billing set up via Subscriptions, subsequent invoices will automatically be issued and payment collected. [13:37]
Products
- [Advertising Intelligence] Connect TikTok business pages to Advertising Intelligence to manage and report on TikTok Ads campaigns. [10:30] Learn more
fixed
Business App
Executive Report
Billing & Payments
Campaigns
CRM
Platform
Product Fixes: 2024-04-25
[Business App: Executive Report] Click "View Your Report" in Executive Report emails, signing in with Google to access Business App and view reports.
[Business App: Campaigns Pro] View campaign metrics as a partner admin.
[Platform] Postal/zip codes are validated when creating Accounts in Partner Center and Sales & Success Center. An error will be displayed for invalid formats.
[Platform: Billing & Payments] Apostrophes display correctly on invoices and invoice emails.
[Platform: Billing & Payments] Payment methods are automatically saved to Accounts after payment of a Subscription's first invoice.
[Platform: Campaigns] Images in rich text fields display correctly when previewed on mobile.
[Platform: CRM] Create Accounts for Companies directly from their Company profile page.
new
Advertising Intelligence
Vendor Center
Business App
Task Manager
Inbox
Billing & Payments
CRM
What's Next
Coming Soon
What's Next: 2024-04-18
This week, Caz Lim shares updates
coming soon
to Inbox, Billing and Payments, Advertising Intelligence, and more. Business App
- [Inbox] Send and receive emails from Inbox. [0:22] Post-recording update: Email isnow availablein Inbox in Business App!
- [Inbox] Receive and respond to Forms submissions from Inbox. [0:22] Est. late April
- [Inbox] Receive and respond to Instagram DMs from Inbox. [0:22] Est. late May
Platform
- [Billing & Payments] Collect payments via ACH or pre-authorized debit. Personalize acceptable payment methods by account by setting invoices to be payable by credit or debit card only, by ACH or pre-authorized debit only, or any of the above. [2:21] Est. late April
- [CRM] Log in to Partner Center in the role of salesperson, with market assignments respected. [3:22] Est. May/June 2024
- [CRM] Key sales tools from Sales & Success Center, such as Meeting Scheduler, will be migrated to Partner Center over the next couple months to eliminate the need for this adjacent sales station, and bring your whole team into a single platform. [3:22] Est. late June 2024
- [Inbox] Receive and respond to Forms submissions from Inbox. Est. end of April.
- [Task Manager] Get a cleaner view of work to be done with improvements coming to Task Manager's interface. The “my work” section will be removed, and instead be directly incorporated into the account, task, and project tables. Filters, settings, and task creation will be cleaned and reorganized. More guidance will also appear when you first start using custom fields. [3:47] Est. late April / early May 2024
- [Vendor Center] Manage orders from one table. The Sales Orders table will be discontinued, and all the information needed to manage orders will be centralized in the Work Orders table. [4:21] Est. May 2024
Products
- [Advertising Intelligence] Connect TikTok Ads accounts and report on campaigns. [1:33] Est. late April
- [Advertising Intelligence] Connect Amazon Ads accounts and report on campaigns. [1:33] Est. late April
fixed
Local SEO
Marketplace
Reputation Management
Social Marketing
Automations
Multi-location
Business App
Task Manager
Snapshot Report
Executive Report
Partner Center
Sales & Success Center
Billing & Payments
Campaigns
User Management
Customer Voice
Platform
Product Fixes: 2024-04-18
[Business App] Add knowledge to AI Base Knowledge in Business App > Connections > AI Knowledge Base.
[Business App: Executive Report] "Sign in with Google" directly from email notifications to view Executive Reports.
[Platform: Automations] Send email campaigns from the trigger "When a company is created" in Automations.
[Platform: Billing & Payments] Credit cards remain on file after payment of the first Subscription invoice has been made.
[Platform: Campaigns] Preview and send test emails of the recommended campaign "New User – Set Password."
[Platform: Marketplace] Load product pages from Accounts in Partner Center.
[Platform: Reporting] Review activity of salespeople in Sales & Success Center from Partner Center > Metrics.
[Platform: Snapshot Reports] Download Snapshot Reports as PDFs from Partner Center.
[Platform: Task Manager] Access Task Manager as a new user.
[Platform: User Management] Select all accounts a user is associated with in Partner Center > Accounts > Manage users.
[Products: Customer Voice] Preview and send review requests via email from Customer Voice Pro.
[Products: Local SEO] Apple listings for businesses located in Germany are displayed correctly.
[Products: Local SEO] Activate Listing Distribution for businesses with the business category of "human resources."
[Products: Reputation Management] Reviews populate for accounts on a Reputation Management Trial when their Google Business Profile is connected.
[Products: Reputation Management] Add "Contact First Name" as dynamic content in email review request templates.
[Products: Reputation Management] Add Service Categories in Reputation Management > Settings > Competition > Business Information > Add Service Category.
[Products: Social Marketing] Post immediately to Google Business Profiles from the multi-location social composer by selecting "Post Now."
[Sales & Success Center] Preview email campaigns before sending them.
new
Social Marketing
Automations
Task Manager
Snapshot Report
Partner Center
CRM
AI
APIs & Integrations
Platform
Now Available
What's New
What's New: 2024-04-11
This week, Mel Kozun shares TikTok’s arrival in Social Marketing, plus updates to help you sell, bill, and fulfill from the Partner Center CRM.
Platform
- [CRM & Snapshot Report] Leverage social data from Snapshot Reports to nurture leads. [3:13] The data fields listed below are logged to Company records to enable filtering Companies by these parameters:
- Average number of Facebook likes per post
- Average number of Facebook posts per month
- Average number of Facebook shares per post
- Total number of Facebook likes
- Total number of X posts
- Total number of followers on X
- Total number of following on X
- Total number of Instagram followers
- Total number of Instagram posts
- Social performance grade
- [Opportunities & Pipeline] Manage pipeline settings from Partner Center. Configure each pipeline as desired: choose a name, customize the number of stages and their names, and set close probability percentages for each stage. [4:31]
- [Task Manager] Get all the order information you need for fulfillment in one location. The Orders and Order Fulfillment tables have been merged into a single, tabbed page. View all orders on the first tab, and focus on those with more work to be done on the Unfulfilled tab. [5:03]
- [Task Manager] Get to know your way around Task Manager quickly with the new Get Started page, which describes the basics of Task Manager with links to key pages. Anyone who has been a user in Vendasta for less than six months will see this as their default page for up to 30 days, or until they mark each section as read, whichever comes first. [5:21]
- [Task Manager] Automate the creation of customer accounts in Task Manager, complete with projects or tasks to be fulfilled, even before any products have been activated on their account. [5:48]
- [Task Manager] Filter sections are now collapsed by default to help you find the filters you want to set on the Task, Project, or Accounts pages with less scrolling. [6:08]
- [Task Manager] Upload MP3 files to Tasks. [6:24]
Products
- [Social Marketing] Post to TikTok from the single-location and bulk create with AI social composers. [1:06] Learn more
- [Social Marketing] Refine social content by conversing with AI through web chat. Iterate on messaging, tone, and length through conversational text, rather than updating individual settings or providing entirely new prompts. [2:47]
To help you get your clients pumped about the new value you’re bringing to their businesses, we’ve created a white label update video you can share with them. Find this video in our
Facebook Community
!
Join Vendasta's Facebook Community!
Engage with your fellow local marketing experts in Vendasta's Official Communit on Facebook. As a member you'll get exclusive resources, first dibs on promotions, and connect with other partners growing with Vendasta’s platform.
Join now!
fixed
Local SEO
Reputation Management
Task Manager
Snapshot Report
Partner Center
Sales & Success Center
Campaigns
Product Fixes: 2024-04-11
[Platform: Campaigns] Preview and save email campaigns.
[Platform: Campaigns] Apostrophes display correctly in email subjects.
[Platform: Snapshot Report] SEO results display in PDF downloads of Snapshot Reports.
[Platform: Snapshot Report] Links to X are detected and presented in the Website section of Snapshot Reports.
[Platform: Task Manager] Improve Listings tasks marked as "completed" will revert to "open" with new due dates if an inaccuracy is detected.
[Products: Customer Voice] See Request Performance data on the Overview page.
[Products: Local SEO] Activate Listing Sync Pro | USA (Monthly) on accounts with Local SEO Standard active.
[Products: Local SEO] Listing details from City Squares display accurately.
[Products: Local SEO] Save edits to Business Profiles from Local SEO or Business App.
[Products: Reputation Management] sSubmit Brownbook listing URL in Reputation Management > Primary Listings > Brownbook.
[Sales & Success Center] Create new accounts in Sales & Success Center.
new
Reputation Management
Social Marketing
Vendor Center
Automations
Business App
Task Manager
Inbox
Orders
CRM
AI
APIs & Integrations
What's Next
Coming Soon
What's Next (and New!): 2024-04-04
This week, Automations are
now available
in Business App, and more updates are coming soon
.NOW AVAILABLE
Automations in Business App
Help your local business clients save time, streamline their workflows, and most importantly, build incredible customer experiences with Automations in Business App.
With Automations, a business can add a contact to email campaigns or send a review request automatically when a company or contact is created or updated. More triggers from our growing list of Business App integrations are coming soon, and with our new Zapier integration that connects with Automations, the options are unlimited! Nurture leads automatically, encourage more customers to leave reviews, and much more. [0:18]
Automate Review Requesting
Send review requests to customers automatically after services have been rendered or purchases made to help your local business clients build up a strong online reputation that will bolster their trust and credibility with their audience.
Watch the video above for a step by step walkthrough of how to automate review requesting for your clients.
[1:08] Learn more
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COMING SOON
Business App
- [Automations & Integrations] Automatically request reviews based on triggers originating from Quickbooks – set up easily and entirely from inside Business App. [4:18] Est. late April 2024
- [Integrations] Auto-create contacts from Quickbooks Online to Business App’s CRM with a one-way sync. If the contact already exists in the CRM, it will be updated. [4:18] Est. late April 2024
- [Integrations] Customize which entities, such as Contacts, Invoices, Sales Receipts, and Payments, are synced from Quickbooks to the Business App CRM. [4:18] Est. late April 2024
- [Inbox Pro] Make a great first impression with website visitors with an even more knowledgeable AI web chat widget. AI web chat will soon have access to all information on a business’ website, without any manual data entry, allowing it to answer questions based on any text information that’s publicly available. Armed with just a website URL, the AI assistant will be able to take in all the information on a business’s website, and capably answer any questions from leads and customers. [5:29] Est. late April 2024
Platform
- [Inbox] Make a great first impression with website visitors with an even more knowledgeable AI web chat widget. AI web chat will soon have access to all information on a business’ website, without any manual data entry, allowing it to answer questions based on any text information that’s publicly available. Armed with just a website URL, the AI assistant will be able to take in all the information on a business’s website, and capably answer any questions from leads and customers. Est. late April 2024
- [Orders] Get all the order information you need for fulfillment in one location. The Orders and Order Fulfillment tables will be merged into a single, tabbed page. View all orders on the first tab, and focus on see those with more work to be done on the Unfulfilled tab. [7:31] Est. late April / early May 2024
- [Task Manager] Get a cleaner view of work to be done with improvements coming to Task Manager's interface. The “my work” section will be removed, and instead be directly incorporated into the account, task, and project tables. Filters, settings, and task creation will be cleaned and reorganized. A “get started” page will be added, and more guidance will appear when you first start using custom fields. [7:48] Est. late April / early May 2024
- [Vendor Center] Manage orders from one table. The Sales Orders table will be discontinued, and all the information needed to manage orders will be centralized in the Work Orders table. [6:56] Est. late April / early May 2024
Products
- [Social Marketing] Refine social content by conversing with AI through web chat. Iterate on messaging, tone, and length through conversational text, rather than updating individual settings or providing entirely new prompts. Will be available in single location and bulk create composers. [6:15] Est. mid-April 2024
fixed
Reputation Management
Social Marketing
Vendor Center
Automations
Business App
Snapshot Report
Partner Center
Sales & Success Center
Orders
User Management
Opportunities & Pipeline
Platform
Product Fixes: 2024-04-04
[Business App: User Management] Reset SMB user passwords for Business App.
[Platform] Save edited acquisition widgets from Partner Center.
[Platform: Automations] Select campaigns to send within the Nurture Cold Leads automation.
[Platform: Automations] Send email campaigns as part of a multi-step automation after a delay from the previous step.
[Platform: Automations] Assign Sales Tasks to the Salesperson assigned to each respective account.
[Platform: Opportunities & Pipeline] Pipeline filters respect edits made to tags added to or removed from Opportunities.
[Platform: Opportunities & Pipeline] Mark Opportunities as Won from Company profile pages.
[Platform: Orders] Send orders to customers for approval from Partner Center.
[Platform: Snapshot Report] Get "Near Me" search results on a Snapshot Report after removing the service area business designation from a business.
[Platform: Snapshot Report] Snapshot Reports recognize abbreviated address components, preventing mismatch alerts between long and short form address listings.
[Platform: Vendor Center] Edit order form footer text to include add custom information to appear on an Order containing a particular product.
[Products: Reputation Management] Showmelocal listing data displays accurately in RepMan > Listings > Primary Listings.
[Products: Social Marketing] Load the composer to create and schedule social posts from Apple devices.
[Sales & Success Center] View newly created accounts by clicking “Go to New Business.”
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