Changelog
Follow up on the latest improvements and updates.
RSS
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. 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.
- [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.
- [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.
- [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.
- [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.
- [Task Manager] Upload MP3 files to Tasks.
Products
- [Social Marketing] Post to TikTok from the single-location and bulk create with AI social composers. 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.
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
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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.
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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
----------------------------------------------------------------------------------
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.”
new
Local SEO
Marketplace
Social Marketing
Vendor Center
Business App
Task Manager
Snapshot Report
Inbox
Partner Center
Billing & Payments
Campaigns
CRM
AI
Opportunities & Pipeline
Platform
What's New
What's New: 2024-03-28
This week, Maclean Nelson shares how bulk actions you can help your and your clients engage your audiences at scale.
Social Marketing Pro: Craft social posts in bulk with AI
Manage social media for more clients in less time by creating entire social campaigns in minutes with Social Marketing Pro. Generate text and imagery for multiple posts and social channels from a single AI prompt, customize by account, and schedule in three-stage progression.
- Create Posts: Provide a prompt and image keyword. Select networks, post quantity, length, and tone.
- Select: Review AI-generated text and imagery, customize by account if desired.
- Save: Schedule posts or save them as drafts.
With this upgrade included at no extra charge, Social Marketing Pro is more valuable as a tool to use, as a solution to empower, and as a highly compelling, competitive product to sell. Learn more
Business App
- [Campaigns Pro] Send email campaigns to recipients in bulk. Create a targeted recipient list by filtering a business' main Contacts list by the desired criteria. Click “select all contacts,” and select a campaign to send to all contacts at once. Learn more
- [Campaigns Pro] Increase email deliverability with DMARC requirements. To prevent emails being filtered to Spam, DMARC records are required when setting up new custom domains in email settings. Learn more
- [Inbox Pro] Converse with leads in over 40 languages with AI web chat. For your clients whose potential customers prefer to communicate in a language other than English, the widget will converse with them in Spanish, French, German, Italian, Turkish, Polish, Ukrainian, Russian, Japanese, Chinese, and many more. Conversations will appear in Inbox Pro in whichever language they were held in. To translate it to English, use your browser’s translation feature, by right clicking and selecting “Translate selection to English.”
Get $500 in FREE Digital Ads with Vendasta's AI Web Chat!
After all of the exciting updates we've added to Inbox Pro in the past weeks, we're confident we've created the best way to help your clients capture leads and convert them into new business. To help you encourage clients to experience the power of AI-Assisted web chat, we're offering this sweet deal for a limited time. For all Channel Partners and clients based in the US, Vendasta will offer a $500 digital advertising credit ($250 each month over two months) for each new activation and installation of Inbox Pro’s AI-Assisted Webchat Widget.
Learn
how to activate
now!
Platform
- [Billing & Payments] View upcoming revenue from a client right at the top of their Subscriptions tab. The next invoice amount is surfaced right alongside the next invoice date.
- [Billing & Payments] See the total value of the next invoice when creating new Subscriptions. The total recurring monthly or yearly expected amount is summed up and surfaced on the creation page.
- [Campaigns] Increase email deliverability with DMARC requirements. Learn more
- [CRM] Find and assess new leads from Partner Center’s CRM. Search for business types via "Find nearby businesses," and see - at a glance - if they have a website, if they have claimed their Google Business Profile, and their Google review rating. Select those that would be good prospects for your agency, and add them as Companies in your CRM.
- [CRM] Leverage review data from Snapshot Reports to nurture leads. Reviews data from Snapshot Reports, such as review performance grade, average review score, average number of reviews per month, total number of reviews, and number of review sources, are logged to Company records to enable filtering Companies by these parameters.
- [CRM] See active products on Company profile pages. Active products on trial will have a “trial” tag.
- [CRM] View associated Companies, Contacts, and Opportunities on Activity records in Company and Contact profiles.
- [CRM] View opportunity win/loss history, including the reason for the win or loss, in Companies' activity logs.
- [Marketplace] Browse Marketplace products easily from a grid view or list view, filtering by category, vendor, billing frequency, and more.
- [Task Manager] Socialize tasks will automatically be generated when an Instagram post receives a new comment.
- [Task Manager] Add and view project descriptions more easily. The "Details" field is now on the main Project view rather than under the Advanced section.
- [Task Manager] Vendors will be notified via email if a work order is put on hold by a partner reselling their products or services.
Products
- [Local SEO] Set a Primary Category on clients' Business Profiles to designate their core specialization and refine their online presence. The Primary category will automatically be set based on data sourced from Google. In cases where there's a discrepancy between our system and Google's primary category, view and set the category through the Local SEO admin dashboard.
- [Local SEO] Add more categories to a business' listing: up to 10 categories, up from three. The Primary and additional categories will sync out to all Listing Sync Pro and Listing Distribution partners.
- [Social Marketing] Craft posts in bulk with AI to create entire social campaigns in minutes. Generate text and imagery for multiple posts and social channels from a single AI prompt, customize by account, and schedule in three progressive stages. See details at top of article.
fixed
Local SEO
Reputation Management
Social Marketing
Vendor Center
Multi-location
Business App
Proposal Builder
Inbox
Partner Center
Sales & Success Center
Orders
CRM
Opportunities & Pipeline
Platform
Product Fixes: 2024-03-28
[Business App: Inbox Pro] When connecting a Google Business Messages account in Business App > Settings > Inbox Settings, any connection issues will display with a clear message describing the error so that it can be corrected.
[Business App: Multi-location] Google Business Profile analytics are displayed accurately in the Multi-location dashboard.
[Platform: CRM] Sales tasks created from automations show in Partner Center > Tasks > Sales tasks with an "Open" status.
[Platform: CRM] Add filtered Accounts to Account Lists.
[Platform: Opportunities & Pipeline] Potential Revenue data in Partner Center > Sales > Leaderboard matches Potential Revenue shown in Partner Center > Sales > Pipeline.
[Platform: Orders] Edit and save draft orders.
[Platform: Proposals] Product editions within packages display correctly on proposals.
[Platform: Vendor Center] Log in and out of Vendor Center at will.
[Platform: Vendor Center] Reject pending activation requests.
[Products: Local SEO] Long descriptions display on Google Business Profiles and Yext listings.
[Products: Local SEO] Cities sync from Yalwa primary listings.
[Products: Reputation Management] Sync listings to BusinessBranchenbuch.
[Products: Social Marketing] Open and view scheduled social posts from any of the three calendar formats.
[Products: Social Marketing] View Linkedin post performance.
new
Advertising Intelligence
Local SEO
Reputation Management
Social Marketing
Vendor Center
Business App
Partner Center
CRM
AI
Platform
What's Next
Coming Soon
What's Next: 2024-03-21
This week, Caz Lim shares updates coming soon to Social Marketing, Advertising Intelligence, Local SEO, and more.
Business App
- [CRM] Prioritize hot leads with customizable lead scoring. Configure a set of scoring rules to get a focused list of leads to work on. Est. April 2024
Platform
- [CRM] Prioritize hot leads with customizable lead scoring. Configure a set of scoring rules to get a focused list of leads to work on. Est. April 2024
- [CRM] Find and assess new leads from Partner Center’s CRM. Search for business types via "Find nearby businesses," and see - at a glance - if they have a website, if they have claimed their Google Business Profile, and their Google review rating. Select those that would be good prospects for your agency, and add them as Companies in your CRM. Est. late March 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. Est. late March 2024
Products
- [Advertising Intelligence] Connect Amazon Ads accounts to review ad performance metrics from those campaigns alongside Google Ads, Facebook Ads, Microsoft Ads, LinkedIn Ads, LocalAds, Google Ad Manager, and Simplifi Ads. Est. mid-April 2024
- [Local SEO] Set a Primary Category on clients' Business Profiles to designate their core specialization and refine their online presence. Add more categories to a business' listing: up to 10 categories, up from three. The Primary and additional categories will sync out to all Listing Sync Pro and Listing Distribution partners. Est. March 22, 2024Learn more
- [Reputation Management] Showcase reviews on clients' websites with an updated review display widget. Choose from various layout options, including carousel and badge, toggle the overall rating display on or off, customize the header, and much more. Google, Facebook, and MyListings will be included in Reputation Management Standard. Additional review sources will likely be added later on. Est. mid-April 2024Vote to track
- [Social Marketing] Craft posts in bulk with AI to create entire social campaigns in minutes. Generate text and imagery for multiple posts and social channels from a single AI prompt, customize by account, and schedule in three progressive stages. Now available in pre-release.Watch What's New next week for an in-depth demo.
- [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. Est. early April 2024
- [Social Marketing] Post to TikTok from the single-location social composer. Est. April 2024
fixed
Local SEO
Reputation Management
Social Marketing
Automations
Task Manager
Partner Center
Orders
Platform
Product Fixes: 2024-03-21
[Platform: Automations] Fulfillment tasks created via automations are assigned to the user indicated in the automation's settings.
[Platform: Automations] Notify clients of contracts expiring in 90 days via email.
[Platform: Orders] Default admin notes saved to Partner Center > Administration > Customize > Sales > Configure orders and sales processes > Default administrative notes content display on all new Sales Orders.
[Platform: Task Manager] Search for incomplete tasks of any age.
[Platform: Task Manager] Use fuzzy search to find accounts.
[Products: Customer Voice] Send SMS from registered SMS numbers.
[Products: Local SEO] Cities populate on Apple listings.
[Products: Local SEO] Get details on what data is synced to Apple by clicking "What data is synced to Apple?" on Apple listings.
[Products: Local SEO] See synced keywords on the My Listing page under "Keywords."
[Products: Reputation Management] Google reviews no longer display in duplicate.
[Products: Social Marketing] Open and view scheduled posts from the calendar.
new
Marketplace
Social Marketing
Vendor Center
Business App
Task Manager
Inbox
Partner Center
Billing & Payments
CRM
AI
Premium Reports
Platform
Now Available
What's New
What's New: 2024-03-14
Mel Kozun shares an impressive collection of updates across Partner Center and Business App for you and your local business clients.
Business App
- [Inbox Pro] Receive and respond to Facebook Messages from Inbox Pro. Facebook joins Google Business Messages, AI webchat, SMS on the growing list of communication sources integrated with Inbox Pro to help your clients centralize lead management.
Platform
- [Billing & Payments] Add discounts to invoices when billing with Subscriptions or creating invoices manually to provide clients with a clear breakdown of the full value of their purchase. Give each discount a custom name, set it to reduce the invoice’s total by a percentage or set amount, and specify the duration.
- [Billing & Payments] Customize the product names on the Subscription invoices to personalize the sale for each customer without affecting how products are named in your store. Customization can also be used to add context to make it easier for your clients to understand what each line item is, and what it’s for.
- [Billing & Payments] Add one-off products when creating an invoice without adding the products to your public store.
- [Billing & Payments] Satisfy Stripe Connect’s new verification requirements from Partner Center. Stripe recently updated their verification process for all Connect accounts in the US, which will require current accounts to submit certain details. Submit your information from Partner Center > Billing > Payouts, or Partner Center > Administration > Vendasta Paymentsby April 16thto avoid any service disruptions with Stripe.
- [CRM] Collect UTM attributes with Forms to add lead source details to contact and company records. Use the data to tailor nurturing experiences and analyze where the best leads are coming from.
- [CRM] Find a Company’s associated contacts quickly when logging activities. The Contacts formally associated with a Company are listed at the top of the dropdown list.
- [CRM] Sort or filter Companies and Contacts by “Last Contact Date,” which takes into account any outreach efforts a salesperson made, whether it was an email, a phone call, a Linkedin message, etc. to make sure leads are being kept warm with regular contact.
- [CRM] View more activity types in Sales Activities by Salesperson Report in Premium Reports. In addition to calls, emails, and meetings, see how many SMS, Linkedin, or Inbox messages a salesperson has sent.
- [Marketplace] Provide your clients with a new payment collection medthod with DaVinciPay. DiVinciPay facilitates direct transfers from the buyer's wallet to the merchant's wallet, eliminating the need for third-party custodians. View in Marketplace
- [Task Manager] Filter tasks by edited reviews to easily find and address reviews that have been changed.
- [Task Manager] Add custom fields to both Projects and Tasks to ensure your team has the details they need to fulfill orders efficiently. Custom fields can be added to existing projects and tasks, or to templates.
- [Vendor Center] Canceled work orders automatically close associated Projects and Tasks. The update is logged in the Task History of each task, clearly explaining that the closure stems from the cancellation of the associated work order.
Products
- [Local SEO] Sync up to 15 keywords to applicable sources to help a business rank well.
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