Contents
- Notes Upgrade for Contacts and Opportunities
- Flexible Product Control for E-commerce Stores
- Facebook Integration Troubleshooting and Lead Sync
- Expanded Email Error Checklist
- Invoices for Failed Subscription Payments
- Webhook Security Enhancements
- Cleaner Workflow Execution Logs
- Media Optimisation in Social Planner
- Template Library for Documents and Contracts
- Mobile App Contacts Refresh
- Direct Payments in Mobile Estimates
- Downloadable Mobile Estimates
- In-Person Signatures on Mobile
- Smoother Invoice and Estimate Design
- Wave Accounting Invoice Sync
- Estimates in Contact Payments Tab
- Payments Tab in Opportunities
- Unlabelled Opportunity Card Layout
- Pluck and Join in Workflows
- Social Analytics Expansion
- Reorganise Document Pages
- Auto-Complete Address in Order Forms
- Recurring Invoices from Documents
- Dashboard Widget Suggestions
- Social Sharing for Blogs
- Enhanced Tasks List View
- Manage Cards on File
- Workflow Triggers in Conversation AI
- Country Selection at Checkout
- Square Location Selection
- Text Background Colours in Email Builder
- Resend to Unopened for RSS and Batch
- Checkout Notes for E-commerce
- Custom Email for Document Templates
- Payment Element in Classic Calendar Widget
- Widget Duplication in Dashboards
- Granular Team Management Permissions
- Quick Actions for Conversation AI Bots
- QuickBooks Invoice Import
- New Dashboard Fields and Filters
- Marketplace Search and Filter Improvements
- Customisable Shipping Fields in Checkout
- Companies Module Enhancements
- Trigger Link Keys in Conversations
- Auto-Invoicing from Estimates
- Blog Accessibility Improvements
- Dynamic Canonical Links for Blogs
- Better Blog Management Experience
- Review Post Scheduling Upgrade
- Social Planner Enhancements and Fixes
- Multiple Media Selection in Social Planner
- Dynamic Countdown in Funnels and Websites
- Contact-Specific Countdown Timer
- Update Conversation AI in Workflows
- Custom URL Redirection from Payment Links
- Messaging Ramp Progress Card
- Auto-Tagging from Email Interactions
- Introducing New Templates
Notes Upgrade for Contacts and Opportunities
Keeping track of your notes just got a whole lot easier with our revamped experience in Concours Pro. Whether you’re managing contacts or opportunities, you’ll find new tools to save time and stay organised—perfect for busy business owners looking to boost efficiency.
Flexible Product Control for E-commerce Stores
Take charge of your online store with a new feature that lets you decide which products show up where. This update gives you the flexibility to manage inventory across multiple stores in one account, saving you time and simplifying operations.
- ‘Include in Online Store’ Switch:
- Turn it on: Products can be included or excluded in the Products section of all stores.
- Turn it off: Products won’t appear in any store’s Stores > Products section.
- Product Listing Rules: New stores auto-list products with the switch on, and new products with it enabled appear in all stores by default.
- Bulk Updates: Select multiple products to include or exclude them across stores in one go.
- Search and Filter: Find products by name or filter by collections for quick visibility tweaks.
How to Use: Go to Sites > Stores > Your-Store > Products. Use bulk actions to adjust product visibility, or search and filter to fine-tune your setup. Changes save automatically—no extra steps needed.
Handy Tip: If the switch is off, products stay out of sight across all stores, keeping your inventory tight and tailored.
Facebook Integration Troubleshooting and Lead Sync
We’ve beefed up our Facebook integration with a troubleshooting tool and better lead syncing, making it easier to connect with your audience and keep your comms running smoothly.
- Cleaner Interface: Settings and Disconnect buttons are now tucked into a three-dot menu.
- Form Mapping Alert: A warning icon pops up if forms aren’t mapped, linking you straight to Facebook Form Field Mapping.
- Permission Check: Spot missing permissions with a warning icon and use the Troubleshoot option to fix them.
- Troubleshooting Flow: Head to Settings > Integrations > Facebook > 3 Dot Menu > Troubleshoot to debug issues and sync leads across multiple FB Pages.
- Lead Syncing: Sync unprocessed leads from all mapped forms and pages—choose the duration from a dropdown.
Why It Matters: This cuts through the complexity of managing Facebook leads, giving you more time to focus on growing your revenue.
Expanded Email Error Checklist
Our email builder now has a beefier error checklist, covering more content types to keep your campaigns spot-on.
What’s Changed: Before, error checks only applied to text and buttons. Now, we’ve got images, videos, social elements, logos, FAQs, sliders, and forms covered too—ensuring nothing slips through the cracks.
Why It Helps: Fewer errors mean smoother campaigns, saving you time and keeping your comms professional.
Invoices for Failed Subscription Payments
Chasing subscription payments just got easier. When automatic payment retries fail, Concours Pro now auto-creates and sends an invoice—keeping your cash flow on track.
- Auto Invoice Creation: An invoice is generated and emailed every time a payment flops, alongside ongoing retries.
- Payment Options: Customers can pay via retries or the invoice—whichever works, the subscription reactivates (if no other unpaid invoices linger).
- Limited Editing: Invoice details like amount and customer info stay locked to match the subscription.
- Where to Find: Check them out at Payments > Subscriptions > Subscription Details > Invoices.
- Supported Providers: NMI, Authorize.net, Square.
Coming Soon: Customise the email template for these invoices to suit your brand.
Webhook Security Enhancements
We’ve tightened up security for webhooks in Concours Pro, adding layers of protection to keep your integrations safe and reliable.
- Timestamp and ID: Every webhook payload now includes a timestamp and unique ID to stop replay attacks.
- Signature Header: A new x-wh-signature header verifies payload authenticity using a public key and the payload itself.
Why It Matters: Stronger security means you can trust your data flow, giving you peace of mind as you scale.
Cleaner Workflow Execution Logs
We’ve tidied up workflow execution logs to make tracking your automations a breeze.
What’s New: Instead of showing waiting and executed steps separately, we now only display the final status (executed, or waiting if it’s still in progress). This cuts clutter and helps you see what’s happening at a glance.
Supported Actions: Includes Appointment Booking Bot, Chat GPT, Conversation AI, Custom Code, Google Sheets, IG Interactive Messenger, Interactive Messenger, Custom Webhook, Slack, and more.
Note: Wait steps and manual actions still show as two logs.
Media Optimisation in Social Planner
Say goodbye to image woes with our new media optimisation feature in the Social Planner—perfect for keeping your social game strong without the hassle.
- Auto Resizing: Images adjust to platform specs automatically.
- Quality Retained: Optimised images still look sharp.
- Better Compatibility: Formats tweak to fit each platform’s rules.
- Faster Uploads: Smaller file sizes mean quicker scheduling.
- Error-Free: Fixes common issues like wrong dimensions or formats.
How to Use: Create a new post, upload an image, and toggle ‘Media Optimisation’ on. It’ll analyse and tweak the image for you. Disable it in Settings if you want the original size.
Template Library for Documents and Contracts
Need to whip up docs fast? Our new Template Library in Documents and Contracts has you covered with pre-made options to speed things up.
- Pre-Made Templates: Access ready-to-go templates for common docs.
- Custom Templates: Create your own and upload them to the library.
How to Use: Go to Documents or Contracts, hit New, then Import from Template Library. Pick a template, add a recipient, tweak as needed, and send.
Why It’s a Win: Less time drafting means more time growing your business.
Mobile App Contacts Refresh
Our mobile app’s Contacts section has had a major overhaul, making it simpler to manage your clients on the go—ideal for busy tradies or service businesses.
- All-in-One Screen: Key details and actions in one spot.
- User-Friendly Layout: Clean design for quick navigation.
- Fast Actions: Call, email, or book appointments with ease.
- Bulk Tagging: Multi-select contacts to tag or update in bulk.
- Activity Tracking: See all events like appointments or page visits in one tab.
- Long-Press Options: Hold a contact tile for quick action shortcuts.
How to Use: Open the Contacts tab on the mobile app and explore the new setup.
Direct Payments in Mobile Estimates
Turn estimates into cash faster with direct payments now available on the mobile app.
How It Works: In the Estimates section, create or edit an estimate, toggle on Enable Direct Payments under Payment Settings, and send it. Once accepted, customers are redirected to pay online. If payment fails, resend or record it offline via Invoices.
Why It’s Handy: Speeds up your payment process, putting more revenue in your pocket sooner.
Downloadable Mobile Estimates
Need a hard copy of an estimate? You can now download them as PDFs straight from the mobile app.
How to Use: Go to Estimates, long-press an estimate tile, and select Download Estimate. It saves to your device’s files.
Why It’s Useful: Perfect for sharing with clients or keeping records without extra steps.
In-Person Signatures on Mobile
Get signatures face-to-face with our new in-person signing feature on the mobile app—great for sealing deals on the spot.
- View As: Open a published doc as a signer to capture their signature.
- Sign On-Screen: Use text or freehand drawing to sign.
How to Use: In Documents and Contracts, create a doc with signature fields, publish it, then tap View As from the three-dot menu to record signatures.
Smoother Invoice and Estimate Design
We’ve streamlined the design of invoices and estimates, cutting out extra clicks for a faster experience.
- Scroll-Friendly Settings: All options now accessible by scrolling—no more accordions.
- Easy Late Fees and Tipping: Add these without digging through menus.
- Inline Discounts: Apply discounts directly, no pop-ups.
- Simple Product Adds: Use a ‘+’ icon to slot products into line items.
Note: Applies to both Invoices and Estimates, including templates.
Wave Accounting Invoice Sync
For Wave users, you can now sync Concours Pro invoices straight to Wave, cutting out double-entry hassles.
- How to Use: Go to Settings > Integrations > Wave, connect your account, and choose where to sync invoices. New or updated invoices sync automatically.
- Note: Status changes (e.g., paid) won’t sync yet—update those manually in Wave for now.
Why It’s a Time-Saver: Keeps your books in sync without extra effort.
Estimates in Contact Payments Tab
Send estimates directly from a contact’s profile with pre-filled details—less clicking, more doing.
How to Use: Go to Contacts > Open Contact > Payments Tab > Create Estimate, then send and track from the Estimates dashboard.
Why It Helps: Speeds up quoting for busy service businesses.
Payments Tab in Opportunities
Manage payments right from Opportunities with a dedicated tab—perfect for tracking sales to cash.
- Features: Send estimates and invoices, view linked transactions, and redirect to pre-filled forms.
- How to Use: Go to Opportunities > Open Opportunity > Payments Tab > Actions > Create Estimate/Invoice. Send and return to the same opportunity.
Unlabelled Opportunity Card Layout
A new ‘Unlabelled’ card layout for Opportunities gives you a compact, info-packed view.
- Single-Line Fields: More data without scrolling.
- How to Use: In Opportunities, click ‘Manage Fields’, pick ‘Unlabelled’ under Card Layout, and customise fields.
Why It’s Great: Ideal for managing big pipelines efficiently.
Pluck and Join in Workflows
New Pluck and Join tools in workflows make data handling a cinch—extract and format product details effortlessly.
- Pluck: Pull specific fields (e.g., product titles) from a dataset.
- Join: Combine them into a single string with a custom separator.
- Example: Send product names from orders to Google Sheets using triggers like Order Form Submitted.
How to Use: Set a trigger, use Pluck (e.g., {{ pluck order.line_items “title” }}) and Join (e.g., {{ join (pluck order.line_items “title”) “, ” }}), then send to an external system.
Social Analytics Expansion
Get deeper insights with new analytics for YouTube, Google Business Profile, Pinterest, and TikTok in the Social Planner.
- Track Everything: Posts, likes, comments, followers, impressions, and reach.
- Engagement Details: See likes, comments, and shares per platform.
- Visibility Metrics: Measure impressions and reach to spot top platforms.
- Note: TikTok and Pinterest data may lag 1-2 days due to API limits.
Why It’s Useful: Better data means smarter content decisions.
Reorganise Document Pages
Drag and drop to rearrange pages in Contracts—build docs faster and send them off in a flash.
How to Use: Go to Payments > Documents & Contracts > New Document > Pages, then shuffle pages as needed.
Why It Saves Time: Less faffing about means more focus on your business.
Auto-Complete Address in Order Forms
Speed up checkouts with Google-powered address auto-complete in order forms—a small tweak with big time-saving potential.
How to Use: In Funnel Page > Order Form > Advanced Settings, toggle on Auto-Complete Address.
Recurring Invoices from Documents
Create recurring invoices right from signing a document—perfect for service businesses with setup fees and ongoing charges.
- Setup: In Payments > Documents & Contracts > Templates > New Template, add a product list with recurring items.
- Options: Generate invoices at signing or a set date, enable direct payment redirects, or send via email.
- Example: Sign on the 25th with monthly billing—next invoice hits the 25th of the following month.
Dashboard Widget Suggestions
Build dashboards faster with smart widget suggestions based on your goals or top-used options.
- Goal-Based: Pick a goal to auto-add relevant widgets.
- Top Picks: Choose from popular widgets for inspiration.
- How to Use: Click the dashboard icon, add a new dashboard, and select from suggestions or manual options.
Social Sharing for Blogs
Share your blogs easily with new social buttons at the end of each post.
- Features: Buttons for Facebook, Twitter, LinkedIn, etc., with customisable sharing options.
- How to Use (Creators): In Blog Post edit, drag in the Social Share element and pick platforms.
- How to Use (Readers): Click icons or select text for a sharing pop-up.
Enhanced Tasks List View
Manage tasks better with a revamped Tasks List View—stay on top of your to-dos without the stress.
- Smart Lists: See today’s or upcoming tasks instantly.
- Filters and Sorting: Customise your view with advanced options.
- How to Use: Go to Contacts > Tasks and explore the new features.
Manage Cards on File
View and delete stored payment cards for customers right from their profile.
How to Use: Go to Contacts > Contact Details > $ Icon > Actions > Manage Cards. Delete with a confirmation pop-up (extra warning if tied to a subscription).
Workflow Triggers in Conversation AI
Link workflows to your AI chats—trigger automations based on customer interactions.
- Setup: Name the action (e.g., ‘Subscription Workflow’), pick a published workflow, and set a trigger condition (e.g., ‘Customer wants to subscribe’).
- Use Cases: Trigger workflows for subscriptions, appointments, or specific tags.
Tip: Craft conditions to naturally fit the conversation flow.
Country Selection at Checkout
Control shipping countries and set default customer locations in your e-commerce checkout.
- Shipping Options: Ship globally or to specific countries.
- Location Settings: No default, geolocate, or list all countries.
- How to Use: Edit Checkout Page > Advanced Settings in Store Builder.
Square Location Selection
Pick which Square location links to your account for better sales tracking.
How to Use: In Integrations, connect/reconnect Square and choose a location.
Why It Helps: Keeps your books tidy across multiple sites.
Text Background Colours in Email Builder
Add background colours to text elements in emails for standout designs.
How to Use: Drag a text block into your email, select it, and pick a colour from the picker.
Why: Makes your emails pop without extra effort.
Resend to Unopened for RSS and Batch
Re-engage unopened contacts in RSS and Batch Schedule campaigns with this new option.
How to Use: After sending, click the three-dot menu in the list view, select ‘Resend to Unopened’, set a new subject and time, and schedule.
Checkout Notes for E-commerce
Let customers add notes at checkout for extra instructions—customise it to suit your needs.
Toggle On/Off: Enable in Checkout Page > Advanced Settings.
Custom Text: Edit the heading and placeholder in General Settings.
Custom Email for Document Templates
Pair unique email templates with specific contracts for better context.
How to Use: In Payments > Documents & Contracts > Templates, open a template, go to Settings, and set your From name, email, and subject.
Note: Template-specific edits override global settings.
Payment Element in Classic Calendar Widget
The Classic Calendar Widget now supports payments, matching the NEO Widget for consistency.
Supported Gateways: Stripe, NMI, Authorize.net, Square, Razorpay.
Features: Save cards, handle zero-value, full, partial, or recurring payments.
Widget Duplication in Dashboards
Copy widgets within dashboards to tweak similar ones fast.
How to Use: In Edit Mode, click the three-dot menu on a widget, select Duplicate, adjust, and save.
Why It’s Handy: Cuts setup time for complex dashboards.
Granular Team Management Permissions
Set view-only or edit permissions for team management under Account Settings.
Options: ‘View Team Members’ or ‘Manage Team Members’.
Why It Matters: Keeps staff access in check for better control.
Quick Actions for Conversation AI Bots
Manage bots faster with new quick action buttons—edit, delete, duplicate, or set as primary.
Duplicate: Copies all settings with ‘Copy -’ prefixed to the name.
Set as Primary: Mark a bot as the main one from the list view.
QuickBooks Invoice Import
Bring all your QuickBooks invoices into Concours Pro with one toggle.
How to Use: Go to Settings > Integrations > QuickBooks Connect, toggle on invoice import, and set sync preferences.
New Dashboard Fields and Filters
More fields and filters for dashboards—dig deeper into your data.
New Options: Opportunity phone, contact name, followers, business name, tags, and contact address.
How to Use: Edit a widget under Contacts or Opportunities and add these as filters or columns.
Marketplace Search and Filter Improvements
Find apps easier with enhanced search and filtering in the Marketplace.
Search: Matches app name, tagline, description, and developer with fuzzy logic for typos.
Filters: Multi-select categories or pricing, with clear applied filters.
Customisable Shipping Fields in Checkout
Tailor shipping fields in e-commerce checkout—hide, make optional, or mandatory.
- Fields: Phone, address, country/state, suburb, post code.
- How to Use: Edit Checkout Page > Advanced Settings in Store Builder and set field states.
- Note: Defaults to mandatory; missing fields may affect shipping rates.
Companies Module Enhancements
The Companies feature (in Accounts > Labs > Company Enhanced UI + Custom Fields) now has more power to manage business records.
- Custom Fields: Add, edit, and update fields to suit your needs.
- List View: Customise columns, filter, sort, and search across all fields.
- How to Use: Go to Contacts > Companies and tweak via ‘Manage Fields’ or Settings > Custom Fields.
Trigger Link Keys in Conversations
Access trigger link keys directly from the Trigger Links table—no more workflow detours.
Why It’s Better: Saves time and keeps your comms flowing.
Auto-Invoicing from Estimates
Turn accepted estimates into invoices automatically—less manual work, more revenue.
How to Use: In Payments > Estimates or templates, enable ‘Send Invoice’ and optional direct payment redirects.
Blog Accessibility Improvements
Blogs are now more accessible with screen reader support and keyboard navigation—making them easier for everyone to use.
Why It Matters: Keeps your content inclusive and user-friendly.
Dynamic Canonical Links for Blogs
Set dynamic canonical URLs for blogs using custom values—boost your SEO without the grunt work.
How to Use: Create custom values in Settings > Custom Values, then add them (e.g., {{custom value}}) to canonical links.
Better Blog Management Experience
We’ve polished the blog experience with a cleaner interface and smarter navigation.
- Updates: New ‘+Create Blog’ CTA, improved first-time landing, consistent buttons, and a link icon for blog pages.
- Why It Helps: Makes managing blogs less of a chore.
Review Post Scheduling Upgrade
Post reviews to Facebook Stories and Instagram with custom fonts and colours—build trust effortlessly.
- Features: Schedule daily, weekly, or monthly with personalised styling.
- How to Use: In Social Planner > New Post > Post Reviews, set timing and style, then check under Content > Review.
Social Planner Enhancements and Fixes
More tweaks to the Social Planner for a smoother ride.
- Enhancements: Flexible LinkedIn PDF sizes, collapsible warnings, expanded TikTok options, clearer Category Queue text, and a ‘Template’ source type.
- Fixes: Error messages for GMB video posts, fewer pop-ups, and a working Schedule button.
Multiple Media Selection in Social Planner
Select and reorder multiple media files in the Social Planner—less clicking, more posting.
How to Use: In New Post > Media > Upload from Media Library, pick files via the three-dot ‘Select’ option, then drag to reorder.
Dynamic Countdown in Funnels and Websites
Sync dynamic countdown timers from Email Builder to Funnels and Websites for personalised urgency.
How to Use: Create a timer in Marketing > Countdown Timers, then add it via Funnels and Website Builder > Add > Countdown Timers.
Contact-Specific Countdown Timer
Create timers that start when an email is sent or opened—tailored for each contact.
- Features: Set duration, end time, and triggers (sent or opened).
- How to Use: In Marketing > Countdown Timers, pick Dynamic Timer, customise, and use in emails or funnels.
Update Conversation AI in Workflows
Assign and activate AI bots via workflows—automate comms based on triggers.
- Action: ‘Update Conversation AI Bot and Status’—pick a bot and set it active or inactive.
- Use Cases: Assign bots for channels, tags, or payment status.
Custom URL Redirection from Payment Links
Redirect customers to a custom URL after paying via a link—keep them in your ecosystem.
How to Use: In Payments > Payment Links, enable redirection, enter a URL, and choose same or new tab.
Messaging Ramp Progress Card
Track your SMS limits with a new Messaging Ramp Progress Card—clear steps to unlock more.
- Features: See your current level, locked levels, and how to progress.
- Where to Find: Settings > Phone Numbers > Advanced Settings > Messaging Limit.
Auto-Tagging from Email Interactions
Tag contacts automatically based on email clicks or opens—segment smarter without workflows.
- How to Use: In the ‘Send or Schedule’ screen, enable ‘Add Tags’, set conditions (e.g., link clicks), and send.
- View Tags: Check them in Campaign Stats under ‘Tags’.
Introducing New Templates
We’ve rolled out a stack of new templates to supercharge your marketing efforts. Whether it’s websites, funnels, emails, or social posts, these customisable, pro-grade options save you time and help you connect with clients—leaving you free to focus on raking in more profit.
- New Website Templates:
- Home Services – 5
- Creative – 3
- Restaurant & Bar – 5
- Insurance – 2
- Health & Wellness – 1
- Financial – 3
- Business, Coaching & Consulting – 1
- Beauty & Fashion – 2
- Automotive – 2
- Travel & Hospitality – 2
- Medical – 1
- New Store Templates:
- Health & Wellness – 1
- Restaurant & Bar – 1
- Beauty & Fashion – 2
- Automotive – 1
- New Funnel Templates:
- Home Services – 3
- Business, Coaching & Consulting – 3
- Beauty & Fashion – 2
- Legal – 1
- Automotive – 1
- Health & Wellness – 1
- New Email Templates:
- Real Estate – 1
- Financial – 1
- Legal – 1
- Other – Review Request – 1
- New Form Templates:
- Marketing Agency – 1
- Beauty & Fashion – 1
- Business, Coaching & Consulting – 1
- Health & Wellness – 1
- New Survey Templates:
- Home Services – 1
- Health & Wellness – 1
- Creative – 1
- Other – 1
- New Proposal Template:
- Business, Coaching & Consulting – 1
- New Social Templates:
- Financial – 2
- Health & Wellness – 2
- Business, Coaching & Consulting – 2
- Creative – 2
- Automotive – 2
- Beauty & Fashion – 2
- Revamped Templates: Updated with fresh copy, images, and better navigation for a slicker experience across websites, funnels, emails, social posts, and more.
