Edit business profiles in Business Hub > My Business > Business Profile.
Automation: Edit automation templates.
Campaigns Pro: Send multi-step email campaigns, triggered manually or through automations.
Inbox: When sending emails via Inbox, page breaks included in the message formed in Inbox are displayed accurately in the resulting email.
Actonia Platform
CRM: Emails logged to the CRM with AutoBCC.
CRM: When selecting a salesperson for Opportunities created from Company profiles, salespeople are represented once in the dropdown rather than in duplicate or triplicate.
Products
Social Marketing: Use “write with AI” when composing social posts from Multi-Location Business Hub.
Version vAug 2024 Week 4
Inbox Pro
Turns website visitors into leads, delivering them straight into a centralised inbox where all leads and messages — whether from Facebook Messenger, Instagram or website forms — are managed in one place.
We are thrilled to offer our new AI Chat bot Lead Capture - Ava. See more in the video below.
Business Hub
Automations: Automate and customise the sales process for leads captured via AI web chat with the “When Web Chat captures a lead” trigger. Add steps like creating a task to prompt direct follow up by a salesperson, adding the contact to drip campaigns sent via email, and follow on actions tailored to each lead’s engagement. Advanced Users can push this data out to their own platforms by using the "Send a webhook" action.
CRM: Import Companies and Contacts to the CRM in a single upload. Indicate whether a column’s data should be applied to a Company or Contact record, and then map each column header to a Company or Contact field in your CRM.
CRM: Filter the Activity Feed by owner to review a team member’s work and follow up if needed. This is a great tool for sales leaders working to hit higher sales targets through implementing new processes and coaching their teams to improve sales practices.
Products
Reputation Management: Set scheduling logic for automated review requests.
Reputation Management: Request reviews from industry-specific sources.
Version vSeptember 2024 Week 1
[Business Hub] View Guides from Business Hub > 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.
