What's New: 2024-05-23

This week, Tanmay Trivedi shares updates to the CRMs in Partner Center and Business App, and more.

Business App

[Inbox] Have clients try out AI web chat before upgrading to Inbox Pro by clicking the link in the AI web chat card displayed in
Business App > Settings > Inbox Settings
. Customize the widget’s coloring to align with their branding and add custom knowledge, so that the demo widget looks and behaves exactly as it would for their particular business once they’ve upgraded to Inbox Pro.
Local SEO (any edition) must be active on an account to access the AI web chat demo environment.
[0:20] Learn more
[Campaigns Pro] Add any Company fields as dynamic content in email campaigns to personalize email outreach of any kind. [6:30] Learn more
[Campaigns Pro] Access featured templates in
Business App > Campaigns > Email Templates > Featured Templates
to publish campaigns in minutes. [7:05] Learn more
[CRM] Filter by “ANY OF” on a string field to see contacts or companies that meet one or more of multiple selected values, rather than having to filter for single values one at a time.
[CRM] View Companies or Contacts assigned to you with the saved views "My Companies" and "My Contacts," respectively.
[CRM] View all companies or contacts that have engaged within the past two weeks with the saved view "Recently engaged." Any inbound engagement will put a contact or company on this list, such as sending your agency an email, or opening or clicking through a campaign.

Platform

[Billing & Payments] Specify tax exemptions for individual accounts in
Partner Center > Administration > Tax Rates > Account Exemptions
to ensure the correct tax rates are applied on their invoices. [2:15]
[Campaigns] Add any Company fields as dynamic content in email campaigns to personalize email outreach of any kind. [6:30] Learn more
[CRM] Display your agency’s name and favicon on Partner Center tabs by adding them in
Partner Center > Administration > Partner Branding
. [3:20]
[CRM] Leverage website data from Snapshot Reports to nurture leads. [3:37] Learn more The data fields listed below are logged to Company records to enable filtering Companies by these parameters:

[CRM] Improve CRM accuracy with a two-way sync on NAP data (name, address, phone number) between Companies and Accounts. [4:15] Learn more
[CRM] Access and manage Pipeline settings from
Partner Center > Administration > Data Management > Pipelines
. Learn more
[CRM] Filter by “ANY OF” on a string field to see contacts or companies that meet one or more of multiple selected values, rather than having to filter for single values one at a time. [5:00]
[CRM] View Companies or Contacts assigned to you with the saved views "My Companies" and "My Contacts," respectively. [6:00]
[CRM] View all companies or contacts that have engaged within the past two weeks with the saved view "Recently engaged." Any inbound engagement will put a contact or company on this list, such as sending your agency an email, or opening or clicking through a campaign. [6:10]

Products

[Social Marketing] Optimize images displayed in social posts to suit the recommended size and aspect ratios for each social network. Crop in free form or select a specific aspect ratio, and zoom in or out until you have the image focused and sized exactly right. [1:33] Learn more