What’s New: Integrate & Automate for Great Customer Experiences | Weekly update | April 25, 2024 [Video]

In this week’s edition, Mel Kozun shares new ways to capture leads, collect reviews, and automate workflows. You can now:

00:21 Integrate Quickbooks Online with Business App
03:47 Use and customize Automation templates
04:58 Send automated SMS messages or plain-text emails
05:20 Trigger automation actions upon modifications to Company records
06:13 Build embeddable, customizable web Forms in Business App
08:42 Respond to Inbox messages via email
10:00 Create emails directly from featured templates in Campaigns Pro
10:18 Track monthly email balance in Campaigns Pro
10:30 Report on TikTok Ads campaigns from Advertising Intelligence
11:01 Add filtered Companies and Contact lists to Automations in bulk
11:52 Log and filter by detailed lead source data
12:29 Filter Contacts by UTM data collected from Forms and AI Webchat
12:50 Filter and sort Contacts by “Last engagement date”
13:10 Filter and sort Contacts by “Last campaign email bounced date”
13:37 Automatically invoice and collect payment upon order approval
14:18 Create retail subscriptions for activated products in bulk

Like what you see? Request a demo 👉 https://www.vendasta.com/request-demo/

See all the cool and exciting updates that we’re making to our platform on a weekly basis to help you run your business here: https://www.youtube.com/playlist?list=PL027Bw0T-5r6LI2FfOFNSFZZ1A4LVPZJH

Stay up to date on what’s coming soon here: https://www.youtube.com/playlist?list=PL027Bw0T-5r5x0xkn63z8bUKXgjbYo7ft

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