What's New: 2024-02-15

This week, Derek Dittmer shares updates to help you attract, engage, and bill local business clients.

Business App

[Campaigns Pro] Build emails effortlessly with a new interface designed to guide you through building each email for a campaign in an easy step by step process. [0:20]
[Inbox Pro & Local SEO] Demo Inbox Pro's AI-assisted web chat widget from the My Listing page in Local SEO. [4:49]

Platform

[Automations] Automate opportunity management with the new get opportunity action and opportunity data filters when setting conditions. Update statuses, notify salespeople, and more. [0:47]
[Automations] Automatically send campaigns to Contacts in your CRM with the new “add contact to campaign” action. [1:04]
[Automations] Set automations for companies or accounts with details from the other entity with new actions "get associated account group from company," or the opposite, "get company from account group." With this, you can get the associated account for a company and add any account action, or vice versa. [1:11]
[Automations] Use templated data when setting custom fields values. [1:30]
[Automations] Filter by account group email. [1:30]
[Billing & Payments] Turn off invoicing for products billed for outside of the platform when approving the sales order. Alternatively, billing can be turned off from the retail subscription record. [1:47]
[Billing & Payments] Should an ordered product fail to activate, its retail subscription is automatically canceled to ensure your client is not billed for an un-activated product. At this time, subscriptions for un-activated products within a package still require manual cancellation. [2:28]
[Billing & Payments] Add new recipients directly from the order confirmation page. [2:53]
[Billing & Payments] Add tax rates directly to a subscription via the link to “Add tax rates” displayed on any subscriptions without tax rates already set. [3:17]
[Billing & Payments] View 100 or 250 rows at a time in the main Subscriptions dashboard instead of only 10 or 25 per page. [3:27]
[Billing & Payments] View and edit a particular subscription just by clicking on its row, or by clicking “edit subscription” in the kebab menu. The subscription will appear on the side panel for efficient editing. [3:39]
[Campaigns] Build emails effortlessly with a new interface designed to guide you through building each email for a campaign in an easy step by step process. [0:20]

Products

[Advertising Intelligence] Connect Simpli.fi accounts to monitor campaign performance and advertising ROI from a single dashboard. [5:30] Learn more
[Advertising Intelligence] Connect CallRail to view ad metrics and the resulting call details in one place. [5:30] Learn more
[Local SEO] Access the same Business Profile interface, with the same set of fields, in Local SEO, Partner Center, Sales & Success Center, and Business App, and edit from any of these locations. This update will bring access to Local SEO features like AI Business Descriptions, Special Hours, and Attributes across Partner Center, Sales and Success Center, and Business App. [4:02] Learn more
[Local SEO] Some fields that were previously available within the Business Profile that are not a part of the information that a business would want to be publicly available will be removed from this location. All removed fields are still accessible in their respective product areas. [4:23]
View affected fields
.