Business App

Snapshot Report

Executive Report

Partner Center



Marketing Services



What's New: 2023-06-01

This week, Austin Aichele shares updates to how you sell to and serve your clients.
Automations & Campaigns
  • [Coming Soon] Set automation triggers based on email activity, such as clicking - or not clicking - on a particular link. Give it a vote here to be notified via email as soon as it becomes available!
Business App
  • Set custom date ranges for Executive Reports.
  • Add new contact records with just a name, phone number, or email.
  • Rest assured phone numbers are formatted correctly with new country and area code validators.
  • Add tags to contact records help you organize and filter.
  • Customize which fields show as columns in the main contact dashboard, and filter by tags, created date, name, phone number, or email fields.
  • Import more contacts at once with maximum file size expanded to 5MB.
Marketing Services
  • On July 1st, 2023, Google will be retiring Universal Analytics. Marketing Services is available to support migration to Google Analytics 4 with two new products: Google Analytics 4: Migration and Google Analytics 4: Complete Build. Learn more.
  • Purchase Marketing Services quickly and easily, and collect the finer details later with fulfillment forms. Features like form sharing with your clients, in-progress saving, and status notifications make collaboration a cinch. Learn more.
Over the next few months, fulfillment forms will be made available for more Vendor products and for partners who wish to use them for their own custom products. Stay tuned here!
Partner Center
  • Integrate your development team with our platform more easily via AI-powered SSO set-up.
  • Trigger a welcome email to your existing users for any area of the platform, including Partner Center, Sales & Success Center, Task Manager, and Business App with new API "Send Welcome Email." Check it out by visiting
Snapshot Report
  • Share Snapshot Reports accompanied by a custom, AI-generated message.
  • [Reminder] Share your thoughts on our Reputation Management, Social Marketing, and Listing Builder products for a chance to win a $750 Amazon gift card. Complete the survey in Partner Center (or right here!) by June 9th for entry into the draw.