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Automations New updates on Automations in Partner Center - trusted tester opportunity!

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yue
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 yue
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We are super excited to give you an update on our newly released Automations. It’s currently only released to our trusted testers, but please let us know if you would like to try this and we’ll set you up!

Our goal is to automate your repetitive workflows by using a simple interface.

With newly released features, you can now automatically:

  • Log a sales activity with an assigned hotness rating, which will appear in Sales & Success Center and the Loop
  • Create a sales task with an assigned person and due dateSend a notification to any of your team members
  • Start or pause an email campaign

We also added a couple of building blocks to use in workflows, such as:

  • Delays between actions
  • If/else branches

Once you turn on an Automation, you can track each account’s activity and view which step each account has completed.

Please watch the video below for a detailed walkthrough of how our Automation works.

We’d love to hear from you. How would you use automations in your workflows? What are your top use cases for automations?

23 Replies
Rick Maré
22 Points
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Can I please become one of your trusted testers??

Cheers
Rick

Heriberto Interiano
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How long will this be tested for?

Bill
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 Bill
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Hi and yes our firm would love to be a beta tester for Vendasta count us in.

Thanks

Bill

Stephanie Reid
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I would like to be a tester please 🙂

yue
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 yue
Topic starter
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Hi Rick! I added you in and you can now get access to the 'Automation' tab 🙂

yue
43 Points
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Posts: 18
 yue
Topic starter
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Hey Bill! I added you in and you can now get access to the 'Automation' tab 🙂

yue
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 yue
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Hi Heriberto, this will eventually release to all partners. Currently, we will only release to partners who are interested and want to get early access to our Automations.

yue
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 yue
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Yea, for sure Stephanie. I sent you a private message for more information 🙂

Bill
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 Bill
Joined: 1 year ago

Super Awesome Thank you!

Murray Sellars
37 Points
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Greetings

I would be keen to try this out and report back if required.

Regards

Murray Sellars

yue
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 yue
Topic starter
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Hi Murray, I have turned on Automations for you 🙂 If you could let us know your feedback or any kinds of triggers or actions you would like to see, that would be awesome. Please feel free to reach out to me at ygao@vendasta.com

yue
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 yue
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My pleasure!

jeff-getlocal
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Hi Yue...I would like to be added to this feature set.

Thanks so much!!

Jeff

yue
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 yue
Topic starter
Joined: 1 year ago

Hey Jeff. Just added you in and you can access the Automations tab now. Let me know if you have any questions. Thanks!

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