Changelog
Follow up on the latest improvements and updates.
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What's New
What's New: 2024-09-19
This week, exciting news about how we share updates with you, our partners! For the past two years, we've been communicating all newly available products and features weekly through our What's New and Next series. Consisting of a summary video and an accompanying Changelog article (published right here!), it provided a one-stop shop for learning about improvements to the software you use and sell every day.
After speaking with partners to discover opportunities for improvement, we're excited to share that we're revamping how we communicate product updates to help you better understand the new capabilities being added to our solution. You'll learn why and how to sell the latest and greatest Vendasta has to offer, and find out how to get started!
What's Changing
We're saying goodbye to the What's New and Next series to introduce more focused content that will be easier to understand, and harder to forget. Weekly videos detailing each release will be replaced by monthly videos that tie together top releases to help you understand the unique value that's being added to your partnership with Vendasta.
What's Not Changing
Stay tuned right here, and you'll never miss an update. All product updates, big and small, will continue to be communicated through this Changelog. Weekly articles will share small improvements released recently. Once a month, we'll publish articles announcing the launch of releases that are bound to make a big contribution to the growth of your and your clients' businesses. Video summaries, resource articles, and more will be linked to ensure you have everything you'll need to start using and selling new products and updates right away.
fixed
Reputation Management
Social Marketing
Business App
Snapshot Report
Partner Center
Billing & Payments
Orders
Platform
Product Fixes: 2024-09-19
[Business App] View numerical data by hovering over the Impressions, Engagement and Leads graphs in
Business App > Home.
[Business App] Your clients can invite other users to their Business App account.
[Platform: Billing & Payments] Search for Invoices by Invoice Number in
Partner Center > Commerce > Invoices.
[Platform: Orders] Upload and save image files when creating Sales Orders.
[Platform: Snapshot Report] Snapshot Reports display accurate count of Instagram followers.
[Products: Reputation Management] Update the layout of a review widget with Review Widget Pro in
Reputation Management > Reviews > Review Widget > Layout.
[Products: Reputation Management] Import Contacts in bulk via .csv.
[Products: Reputation Management] Capture NPS scores submitted via mobile.
[Products: Social Marketing] Post to Linkedin.
[Products: Social Marketing] View post thumbnails when reviewing insights in
Social Marketing > Insights > Post Performance.
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Business App
Inbox
AI
APIs & Integrations
Now Available
What's New
What's New: 2024-09-12
This week, Kendall Johns shares new integrations, and updates to AI web chat that encourage web visitors to engage.
Business App
- [APIs & Integrations] Integrate Jobber and Housecall Pro directly with Business App to sync CRM data, automate review requests, centralize communication, and more. Use Automations to further streamline workflows and create engaging post-purchases experiences for customers. Learn more
- [Inbox] On mobile, the AI web chat’s avatar pops up immediately with a greeting, complete with a green “online” indicator to encourage visitors to engage in a conversation.
- [Inbox] Position AI web chat to show in the bottom left or right corner of a website by setting the Web Chat bottom corner position field in Inbox > Inbox Settings > Configure Web Chat > Appearance > Web Chat bottom corner position.
- [Inbox] Web chat messages appear on screen more quickly to assure visitors that their enquiries are being captured and processed immediately.
fixed
Reputation Management
Social Marketing
Opportunities & Pipeline
Platform
Product Fixes: 2024-09-12
[Platform: Opportunities & Pipeline] View Opportunity totals in the Partner Center > CRM > Opportunities > board view.
[Products: Reputation Management] Questions display once in Reputation Management > Google Q&A.
[Products: Social Marketing] If a warnings banner appears on screen, view warnings requiring action by clicking "View Warnings."
new
AI
What's Next
Now Available
MatchCraft Product Updates: September 2024
Learn about the opportunities and obstacles of digital advertising, and how MatchCraft, an advertising platform by Vendasta, can help you navigate this complex, yet important component of your business' success.
Accelerate Keyword Selection for Ad Campaigns with AI
Join Jeff Leach to learn how MatchCraft’s new AI-powered keyword suggestions tool helps you quickly choose the best keywords for your Google and Bing search campaigns.
Keyword Selection
Keywords determine when and where search ads are shown, and negative keywords help save money by avoiding expensive and irrelevant clicks. The right keywords put advertisers in front of their target customers, which lowers cost per click and increases return on ad spend.
MatchCraft helps accelerate campaign set-up, and handles the selection of an initial set of keywords. You can pick from over 6,000 business categories related to your advertiser. Each category added to a campaign comes with a starter set of ad copy and keywords to jumpstart campaign creation.
AI-Powered Suggestions
To automate and accelerate campaign creation even further, our AI-powered category suggestions recommend the appropriate category based on your website.
To customize the campaign for the specific advertiser, use the new AI-powered keyword suggestions tool. It pulls data directly from the advertiser's website to offer relevant keyword ideas beyond those that have already been added to the campaign, offering more options to help attract the ideal customers for your advertiser.
For more details on all updates to the MatchCraft advertising platform for September 2024, please contact us.
Automate Bid and Budget Management with MatchCraft
In case you missed it, Jeff recently reviewed how MatchCraft can help you get the most out of any digital advertising budget.
fixed
Business App
Task Manager
Partner Center
Sales & Success Center
Orders
CRM
APIs & Integrations
Platform
Product Fixes: 2024-09-05
[Business App] View Guides from
Business App > My Business > Guides
.[Platform: APIs & Integrations] Call APIs with website urls beginning with http or https.
[Platform: CRM] Companies selected in
Partner Center > CRM > Companies
display as selected (checkboxes filled).[Platform: Orders] Download order data as csv from
Partner Center > Commerce > Orders
.[Platform: Orders] Order multiple instances of an add-on in one order.
[Platform: Task Manager] Create standalone Tasks without attaching them to a Project.
new
Business App
Partner Center
Campaigns
Orders
Platform
Now Available
What's New
What's New: 2024-08-29
This week, Kendall Johns shares updates to Campaigns Pro, Orders, and Vendasta’s Help Center.
NOW AVAILABLE: Send SMS campaigns from Campaigns Pro!
Send dedicated SMS campaigns, or build multi-step, mixed campaigns from Campaigns Pro in Business App, including email and SMS to boost engagement with promotions, invitations, review requests, and more.
SMS messages will be sent from the same local texting number that your clients in the U.S. and Canada are already using to communicate with customers from Inbox, and request reviews with Reputation Management Premium. With this add-on to Campaigns Pro, you’ll help local businesses increase engagement with their target audiences, while simplifying customer communication for their team!
The add-on is available in a range of denominations of 50-1,000 for both Canada and the US. Whether your clients estimate they’ll need 100 credits or 1,000, you can provide the right version for each of your clients, and they can always trade up as they grow. Learn more
Platform
- [Orders] Create Sales Orders more quickly with several UI improvements:
- When selecting items for the order, products and packages load more quickly.
- When selecting packages for the order, click "view contents" to see which products are included in each package.
- Once items are added to the order, set-up fees on any products or packages are clearly indicated. You can also add new set-up fees at this time.
- To undo pricing edits, press “reset to default” to restore the original pricing and structure.
Help Center
August 30, 2024: Find resources more easily in the Help Center with its new look and feel. When you arrive on the home page, you’ll notice that the side bar navigation matches what you’re used to in the platform, making it easy to find the section you’re looking for.
You can also search for something specific, browse the categories displayed here, or check recent releases and updates. If you can’t find what you’re looking for, direct links will take you to ask the community, find a course, submit a ticket, or give product feedback.
fixed
Social Marketing
Automations
Multi-location
Business App
Snapshot Report
Inbox
Executive Report
Partner Center
Billing & Payments
Campaigns
CRM
Platform
Product Fixes: 2024-08-29
[Business App] Navigate seamlessly between Accounts in Business App.
[Business App: CRM] Contacts are auto-created in the CRM from submissions from Forms.
[Business App: Executive Report] Letter grade for Reviews calculates and displays correctly according to the percentile.
[Business App: Inbox] Preview and demo AI Web Chat from
Business App > Settings > Inbox Settings > My Listing Chat Widget > [toggle on Enable Web Chat] > Try it out today
.[Business App: Multi-location] Executive Report formatting alignment has been improved for downloading to PDF and printing.
[Platform] Update partner billing details in
Partner Center > Administration > My Billing & Payments > Add payment method
from your custom Partner Center domain.[Platform: Automations] Assign Sales Tasks to the correct Salesperson via automation.
[Platform: Billing & Payments] View tax rates on each line item in an invoice.
[Platform: Campaigns] Rich text entered in an email does not carry forward to subsequent events in the campaign.
[Platform: Campaigns] View lists of delivered emails in
Partner Center > Marketing > Campaigns > [select a campaign] > Details > View email activity > Email Activity > [check "Delivered"]
.[Platform: CRM] Sales representatives sync between Companies and Accounts.
[Platform: CRM] Change the Associated Parent Company of a Company.
[Platform: CRM] Associate Contacts with Companies.
[Platform: CRM] Add Facebook urls to Business Profiles in
Partner Center > Accounts > Manage Accounts > Edit Business Details > Social > [enter Facebook URL] > Save
.[Platform: Snapshot Report] Average review score displays correctly in the Reviews section of Snapshot Reports.
[Products: Social Marketing] Full urls in social posts when previewing posts.
[Products: Social Marketing] Email addresses in social posts are formatted correctly.
[Products: Reputation Management] Websites from Bing listings are displayed when set as a Primary Listing.
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Local SEO
Marketplace
Reputation Management
Social Marketing
Automations
Multi-location
Business App
Inbox
Partner Center
Campaigns
CRM
AI
APIs & Integrations
Opportunities & Pipeline
Platform
What's Next
Coming Soon
Now Available
What's New
What's New & Next: 2024-08-22
This week, Caz Lim shares a mix of newly available and upcoming improvements across Partner Center and Business App.
Business App
- [APIs & Integrations] Integrate PetExec, Paw Partner, Jobber, Housecall Pro, and PawLoyalty with Business App. Sync CRM data, automate review requesting, centralize communication, and much more. Est. early September 2024
- [APIs & Integrations] Manage all Business App integrations from one place with all integrations on the old Connections page merged to the new Integrations page.
- [Automations] Group and save Automation actions into sets to declutter workflows, and provide your teams with pre-made, clearly defined building blocks they can easily use to create the automations they need to do their best work. Est. early October 2024
- [Campaigns Pro] Send SMS campaigns from Campaigns Pro. Build multi-step, mixed campaigns including email andSMS to optimize reach when welcoming new customers, looking to boost sales with a promotion, or building anticipation for a new product or upcoming event.Est. late August 2024
- [Campaigns Pro] An email address or phone number will be mandatory for recipients depending on a campaign step’s delivery method of email or SMS, respectively. To ensure delivery of email and SMS campaigns, make sure your Contacts have both email and phone details on record in your CRM.
- [Campaigns Pro] Preview sender name and email before sending email campaigns. Est. late August 2024
- [CRM] Create dynamic and static Company and Contact lists in your CRM. Build lists based on certain criteria to facilitate targeted outreach, perform bulk actions, and automate workflows to trigger the right follow-ups and actions. Est. TBD
- [Inbox] Customize the behavior of AI Web Chat to make it a true assistant and ambassador of a brand. NOW AVAILABLE
Provide Additional Instructions to inform the flow of conversation the AI Web Chat will have with each lead, with details on:
- What tone and personality to converse in.
- What language to use, including localized spelling.
- Which qualifying questions to ask.
- When to refer leads to a certain link.
- Which contact details to collect, and in what order.
We recommend using markdown format when entering instructions, with clear headers to help the AI understand how you would like it to use the information provided.
- [Inbox] Personalize AI Web Chat with a custom name and avatar. NOW AVAILABLE
- [Inbox] Capture more Contact fields from AI Web Chat conversations. NOW AVAILABLE
Fields that will auto-populate on the Contact's record in the CRM include:
- First name
- Last name
- Phone number
- Email address
- Street address - new
- City - new
- State/Province - new
- Zip/Postal code - new
- Country - new
- [Opportunities & Pipeline] Offer Opportunity and Sales Pipeline Management in Business App. Est. late September 2024
Platform
- [Automations] Group and save Automation actions into sets to declutter workflows, and provide your teams with pre-made, clearly defined building blocks they can easily use to create the automations they need to do their best work. Est. early October 2024
- [Campaigns] Preview sender name and email before sending email campaigns. Est. late August 2024
- [CRM] Create dynamic and static Company and Contact lists in your CRM. Build lists based on certain criteria to facilitate targeted outreach, perform bulk actions, and automate workflows to trigger the right follow-ups and actions. Est. late September 2024
- [Inbox] Customize the behavior of AI Web Chat to make it a true assistant and ambassador of a brand. See more details above in Business App section.NOW AVAILABLE
- [Inbox] Personalize AI Web Chat with a custom name and avatar. NOW AVAILABLE
- [Inbox] Capture more Contact fields from web chat leads. See more details above in Business App section.NOW AVAILABLE
- [Inbox] Communicate via SMS through Inbox in Partner Center. Est. late 2024
Products
- [Local SEO] Help your local business clients understand the impact their SEO efforts are having across all of their locations with keyword reporting in multi-location Business App. Est. Fall 2024
Trusted Testers wanted for keyword reporting in multi-location Business App! If you have multi-location clients and are interested in getting access early and providing feedback, reach out to your Account Manager.
- [Marketing Services] Sell Social Media Management Standard to help your clients manage their social media presence, with extra content and custom graphics, extended reach, and more. NOW AVAILABLEin Marketplace
- [Marketing Services] Sell Review Responses Standard to ensure every review gets a response. NOW AVAILABLEin Marketplace
- [Marketing Services] Sell more services and deliver more value with our August Heat promotion. For every templated website you purchase, you’ll receive three months of search engine optimization services PLUS a second, templated website—absolutely free! For more information, check out our product pages in the Marketplace or reach out to your Account Manager.
fixed
Local SEO
Reputation Management
Vendor Center
Automations
Multi-location
Business App
Partner Center
Billing & Payments
Campaigns
CRM
Platform
Product Fixes: 2024-08-22
[Business App: Multi-location] Full account name and link display in
Business App > Reputation Management > [select account]
.[Partner Center] Company Name auto-populates in
Partner Center > Administration > Partner Branding > Company Name
and Partner Center > Vendor Center > Business name
.[Partner Center: Campaigns] Emails are sent promptly as scheduled, without processing delays.
[Partner Center: CRM] Remove associations between Contacts and Companies.
[Partner Center: Billing & Payments] Issue credit notes for "due" invoices.
[Products: Local SEO] Save Facebook URLs to Business Profiles.
[Products: Local SEO] Showmelocal listings display accurately.
[Products: Reputation Management] Review requests are sent once per trigger.
[Products: Reputation Management] Full street addresses from Mapquest listings are displayed when set as a Primary Listing.
[Products: Reputation Management] Live Showmelocal and TripAdvisor listings display accurately when set as a Primary Listing.
[Products: Reputation Management] Phone numbers from Facebook listings are displayed when set as a Primary Listing.
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