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Concours Pro Changelog – November 2024

Contents

Featured Capabilities

Core Additions

 

AI Employee

Concours Pro’s AI features are now grouped together under a new banner. AI Employee features include Conversation AI Chatbot, Content AI (text and images), Reviews AI, and the incredible new Voice AI capability.

An unlimited usage plan, AI Employee Unlimited unlocks access to Voice AI, and is available as an add-on for any Concours Pro plan.

Click here for more details.

Voice AI

Concours Pro’s AI features are now grouped together under a new banner. AI Employee features include Conversation AI Chatbot, Content AI (text and images), Reviews AI, and the incredible new Voice AI capability.

An unlimited usage plan, AI Employee Unlimited unlocks access to Voice AI, and is available as an add-on for any Concours Pro plan.

Click here for more details.

Proposals and Estimates

Concours Pro’s new proposals and estimates feature offers an all-in-one tool for business communication. With a flexible document builder that supports text, images, videos, tables, digital signatures, and tracking, it’s ideal for creating contracts, quotes, and bids, saving time and streamlining your workflow.

Click here for more details.

Auto-Complete Address

Concours Pro’s New Auto-Complete Address feature in forms and surveys streamlines address entry, reducing errors and enhancing user experience.

Click here for more details.

Workflow AI

Concours Pro’s AI-powered assistant for building workflows, offering step-by-step guidance, action suggestions, and optimization tips.

Click here for more details.

Multiple Facebook Page Connections

Sync leads, conversations, and reviews across multiple Facebook pages, streamlining management for businesses with multiple locations or brands.

  • Unified Dashboard: View and manage reviews from all connected Facebook pages in one dashboard.
  • Display Multiple Reviews: Showcase reviews from various Facebook pages in one consolidated widget.

New Add-On: Workflows Premium Executions Pack

Gain access to 10,000 premium workflow actions, triggers, and marketplace functions per month. Unused credits don’t carry over, and additional charges apply beyond the limit.

Click here to view our Usage Rates for more details.

Conversation AI V2

The first major revision of the Conversation AI system is out now. Conversation AI V2 adds an enhanced training flow for more accurate and context-aware responses, and a revised streamlined UI.

Conversations: Snippets Upgrade

Organize snippets into folders, use search functionality, and leverage a unified editor for a more efficient experience when managing snippets in conversations.

Conversations: Quick Replies for Facebook and Instagram

Enhance customer engagement on Facebook and Instagram with Quick Replies. This feature allows you to create predefined message options that users can tap to respond instantly, making interactions quicker and more efficient.

  • Setup: Configure up to 13 quick replies in Facebook or Instagram Messenger workflows, each limited to 20 characters.
  • Guided Conversations: Keep conversations focused and structured, helping users follow a guided response path.
  • Visibility: Quick Replies appear as the most recent message, and once selected, they can’t be changed.
  • Channel Specifics: Supports buttons and images on Facebook; Instagram supports either buttons or Quick Replies, but not both simultaneously.

Conversations: Select a Phone Number to Send SMS

Now, you can choose which phone number to send SMS messages from. This feature allows better flexibility and control for businesses that manage multiple numbers.

  • Select Number: Choose from a dropdown of available numbers, with indicators for the default and last used number.
  • Select Recipient’s Number: If a contact has multiple numbers, select the most appropriate one for each message.
  • Access: Admins can view all account numbers, while users see numbers they have access to.

Conversations: Internal Comments and Mentions

Enhance team collaboration with Internal Comments, allowing users to leave private notes within conversations.

  • Internal Comments: Add notes that are only visible to other team members.
  • User Mentions: Tag team members with @ mentions to notify them and add them as conversation followers.
  • Filters: Filter conversations by mentions or view internal comments exclusively.

Group Chat for SMS

Now, you can initiate group SMS chats with up to 10 contacts in the CRM, making it easier to coordinate with multiple people at once.

Contacts: Bulk SMS “From” Number Selection

Choose which phone number to send SMS from in bulk messaging, giving more control over communication.

Phone System Billing Item Update

Charges for call recording storage are now listed as Call Recording Storage instead of Usage Charges, providing clearer billing information.

Voice Call Fraud Prevention and Bug Fixes

Concours Pro has enhanced voice call security by blocking suspicious users and limiting simultaneous calls to the same number, with additional bug fixes to improve call reliability.

Quicker Call Connections and Hold Music Bug Fix

Agents now connect instantly to leads upon call answer, improving response times. A bug causing agents to hear hold music unnecessarily has also been resolved.

Email Builder: Improved Campaign Flow and Summary Page

Streamlined email campaign creation with direct template access, a checklist for required fields, and enhanced scheduling options.

Email Bounce Classification

This new feature offers detailed insights into email bounce data, helping users improve campaign performance. Key metrics include bounce rate, bounce type, error codes, and ISP blocks, with advanced filtering and troubleshooting resources available directly in the dashboard.

Google Postmaster Tools Integration

Gain deeper insights into Gmail email deliverability with Google Postmaster Tools in Concours Pro. Track domain reputation, monitor spam feedback, and ensure compliance with email authentication standards like SPF and DKIM.

Conditional Elements in Emails

Add elements that appear only for certain contacts within a single email campaign, creating more personalized content.

Embedded Forms in Emails

Embed forms and surveys directly in emails for quick feedback collection, improving response rates and engagement.

Contact-to-Contact Association

Users can now link multiple contacts under custom relationships, like Parent-Child or Spouse. This feature supports multiple associations and allows users to view, manage, and organize related contacts from within a single profile.

Import Contacts and Opportunities

Concours Pro now supports simultaneous import of Contacts and Opportunities via CSV, with auto-mapping for related fields and deduplication based on contact details.

Opportunity Card Customisation

Users can now personalise Opportunity Cards by selecting up to 7 fields and choosing between different layouts, creating a streamlined view for pipeline management.

Reputation Management: QuickBooks Integration Enhancement

Opt-Out of Automatic Review Requests: Users can now choose not to send automatic review requests in QuickBooks when invoices are cleared, giving greater control over customer communications.

Reputation Management: Smart Spam Detection

Automatically flag and filter out spam reviews to maintain a genuine online presence.

Reputation Management: Review Balancing

Distribute review requests across multiple platforms like Google, Facebook, and Yelp for a balanced reputation online.

Social Planner: Facebook Story Support

Create and schedule Facebook Stories directly within the Social Planner, expanding your social media posting options.

Social Planner: Social Media Analytics

Get detailed insights into your social media performance, tracking likes, comments, followers, impressions, and reach for Facebook and Instagram.

Social Planner: Review Post Automation

Automatically publish Google and Facebook reviews as social posts, turning customer feedback into powerful social proof.

Post PDFs as LinkedIn carousels, displaying each PDF page as an image, which boosts engagement.

Automation: Pause Workflows on Selected Dates

Pause workflows on specific dates, including annually recurring options, to prevent automation from running during chosen times.

Automation: Workflow Notes

Add notes at both the workflow and action levels, helping teams document and track important information within automations.

Automation: Triggers for Reviews

Automate actions based on new Facebook and Google reviews, with filters for spam detection, review source, and rating.

Automations: OAuth2 in Custom Webhook

Use OAuth2 for secure API connections in custom webhooks, supporting integrations with major platforms like Google and LinkedIn.

Automations: Appointment Options in If-Else Action

Set workflow branches based on appointment variables, such as whether an appointment was rescheduled or the start and end dates.

Automations: Execution Logs & Enrollment History Enhancements

Enhanced UI for tracking workflow progress, including new statuses, improved sorting, and pagination for better navigation.

Automations: Highlight Contact Path

Visualise the exact steps a contact took within a workflow for clearer insights and more efficient tracking of their journey.

Automations: Advanced Filters & Smart List

Filter workflows with multiple criteria and save custom views as Smart Lists for quicker access to important segments.

Automations: Select SMS “From Number”

Choose the specific phone number for SMS communications directly within workflow settings, enhancing management of multi-number accounts and regional messaging.

Automations: Estimates in Workflows

Estimate templates can now be saved and cloned, with new workflow triggers for estimates, allowing automation based on estimate-related events and statuses.

Automations: If/Else Action Major Upgrades

The If/Else feature has been revamped with new “Scenario Recipes,” enhanced branching, time-specific conditions, and a cleaner interface, streamlining automation setup.

Reporting Dashboard: Custom Reports

Create, schedule, and share custom reports using a drag-and-drop builder, multiple pages, and flexible styling options.

Reporting Dashboard: Themes for Dashboards and Widgets

Customize the appearance of dashboards and widgets with predefined or custom themes to better align with your brand.

Reporting Dashboard: Custom Fields on Widgets

Use custom fields to filter and refine widgets, creating highly relevant data visualizations for your specific needs.

Reporting Dashboard: Comparison Percentage

Compare current data to past periods with percentage indicators, quickly assessing performance changes at a glance.

Reporting Dashboard: Email Widgets

New email widgets provide insights into campaign performance, showing stats like opens, clicks, and bounces on your dashboard.

Reporting Dashboard: Visitor Data Widgets

Track website and funnel performance with visitor data widgets, including metrics for total and unique views, trends, and top-performing pages.

Calendar: Troubleshooting Tool for Calendar

Gain insight into unavailable calendar slots with the new Troubleshooting Tool, making it easier to manage calendar availability and resolve scheduling conflicts.

Calendar: Add Notes Per Appointment

Track appointment-specific notes directly within the Calendar, visible in both the Appointment Modal and the Contacts & Conversations tab.

Calendar: Recurring Appointment Enhancements

Enjoy more flexible scheduling with custom recurring appointments. Bulk edit or delete, set complex recurrence patterns, and define infinite or limited recurrences.

Calendar: Collect Payments for Recurring Appointments

Now, you can collect payments for recurring appointments via the booking widget, either for the first appointment only or for the entire series upfront.

Calendar: Microsoft Teams Integration

Seamlessly integrate Microsoft Teams with your calendar to auto-generate Teams links for bookings, simplifying virtual meeting setups.

Calendar: Smart Lists for Appointment List View

Improve appointment management with Smart Lists, allowing saved filter and sorting preferences, along with advanced filters and customizable columns.

Calendar: Email Notifications & In-App Notifications

Fully customise email and in-app notifications for appointments, including types like reminders, follow-ups, and cancellations, with control over recipients.

Calendar: Rescheduled Tag in Appointments

Appointments that have been rescheduled are now tagged, with original dates displayed, making it easier to track rescheduled meetings and analyze patterns.

Mobile App: POS for iPads and Tablets

Enhanced POS layout for tablets, featuring split screen mode for easier transactions and support for landscape and portrait orientations.

Mobile App: Stripe Payments Terminal Compatibility

Accept payments using Stripe-supported terminals, allowing customers to tap, insert, or swipe their cards directly in the mobile app.

Mobile App: Estimates

Create and manage estimates directly on the mobile app, with streamlined processes to convert estimates to invoices or track status.

Mobile App: Consolidated Payments Hub

Access all payment options—POS, Invoices, and Estimates—from a single module, simplifying payment management on mobile devices.

Mobile App: Dynamic Products

Customise product details during transactions, including name, description, taxes, and price, offering greater flexibility in POS and invoices.

Mobile App: Custom Conversation Provider Support

Support for custom SMS and email providers within the mobile app, allowing businesses to communicate with customers on preferred channels.

Ecommerce: Shopify Store Migration

Migrate and sync Shopify products, collections, orders, and contacts into Concours Pro, simplifying store management and automation.

Ecommerce: Facebook & Instagram Shop Integration

Sync Concours Pro products with Facebook and Instagram Shops, allowing for seamless inventory updates and product promotion.

Ecommerce: Digital Product Delivery

Deliver digital products instantly to customers through secure download links, accessible via email or a customer access portal.

Ecommerce: Product Reviews & Ratings

Enable customer reviews and ratings for products, enhancing credibility and providing valuable feedback for future buyers.

Ecommerce: WooCommerce Integration

Store owners can now easily sync WooCommerce data with Concours Pro, allowing for seamless management of contacts, orders, and transactions. This integration enables store owners to use Concours Pro’s automation tools, like triggers for order submission and payment received.

Ecommerce: Customer Access Center for Order Details

Enable customers to view both current and past order details through a secure access link in the order confirmation email. Customers log in via OTP to see fulfilment status, tracking details, and more. Access to past orders is also available.

Ecommerce: Upsell Products in Store Checkout

Store owners can now increase revenue by adding upsell products during checkout. Create upsell pages that appear post-checkout, directing customers to additional offers before they reach the Thank You page.

Ecommerce: Free Checkout for $0 Products

Customers can check out free products without needing credit card details, available on single and multi-step order forms, including upsell offers.

Ecommerce: Sell Free Products

Businesses can now set product prices to zero, enabling customers to purchase free items through various channels, including funnels and e-commerce stores.

Ecommerce: Tax Inclusive or Exclusive Pricing for Products

Businesses can now set products as tax-inclusive or tax-exclusive, either at a global or individual product level, to meet specific tax requirements.

Recurring Tasks

Create tasks that recur on specified intervals, with options for ending after a set number of occurrences or a custom date. Users can also edit, delete, and restore recurring tasks as needed.

Funnels & Websites Enhancements

  • Site Verification Support: Added msvalidate.01 meta tag for easier site verification with search engines.
  • Enhanced Funnel Stats Tracking: Now tracks referer and split test referer data, improving analytics.
  • Security Upgrades: Strengthened protection by blocking specific malicious custom code and tokens.
  • Accurate Error Codes: Improved error messaging for pages with missing content or preview issues.
  • Optimized API Performance: Faster response times for funnel APIs, improving overall performance.

ClickFunnels 2.0 Importer

With the ClickFunnels 2.0 Importer, users can now import funnels from ClickFunnels 2.0 alongside ClickFunnels Classic, making migrations and funnel creation easier.

  • Supported Elements: Import text, media, and button elements.
  • Unsupported Elements: Flex Section, Row, Video Popup, Audio, Countdown Timer, Checkout, Nav Menu, and more.

Embed hyperlinks within dashboard text boxes, allowing easy access to essential resources directly from your custom dashboards.

The new Photo Gallery widget lets users create professional, customizable image galleries in funnels and websites without any technical skills. This widget enhances visuals and user engagement.

  • Image Gallery: Add images to your gallery easily for a polished look.
  • Lightbox Support: Showcase images in a pop-up style viewer.
  • Custom Heading: Add a heading for context or branding.
  • Layout Options: Choose grid, vertical, or horizontal masonry layouts; adjust columns and spacing.
  • Mobile-Friendly: Ensure full responsiveness on mobile devices.
  • Lazy Load: Speed up page load times with lazy loading and a “Load More” button.
  • Image Actions: Add captions, set click actions, open links in new tabs, or apply watermarks for branding.

Public API for Blogs

New APIs for managing blog posts, categories, and authors, allowing developers to integrate with Concours Pro seamlessly.

Blog Importer

Easily import blog posts from other CMS platforms in a simple 3-step process with customizable field mapping.

Math Calculation v2 in Forms and Surveys

Assign scores to new field types like Radio Select and Checkbox in forms, enabling advanced scoring and real-time calculations for forms and surveys.

Separate Buttons for File Upload and Folder Creation in Media Storage

Media storage now features distinct buttons for file uploads and folder creation, making it easier to manage files and organize content.

Private File Upload in Media Storage

Users can now upload files as private, with secure access links that expire after 10 minutes, improving data security for sensitive content.

Revamped Forms and Surveys Submissions Page

View all form submission columns, rearrange them, and apply filters for better data management. Copy functionality and sorting options have also been added.

Pause and Resume Subscriptions

Businesses can now pause subscriptions temporarily or indefinitely, with options to automatically resume or manually control the status. Invoices for paused subscriptions can be issued as drafts or voided.

PayPal Integration for Payments

PayPal and PayLater options are now available on invoices, forms, payment links, and order forms, giving customers more payment flexibility.

Update Custom Values in Math Operations

Users can now update custom values within Math Operations, useful for tracking inventory, event spots, or dynamically updating opportunity values.

Custom Value Picker for Dropdown, Numeric, and Date Fields

Users can now dynamically tag values within automations, enhancing flexibility for creating personalized tags based on customer data or workflow conditions.

Introducing New Templates

Concours Pro now provides a new suite of templates for websites, funnels, emails, forms, surveys, and social media, all customizable to save time and enhance your marketing efforts.

  • Website Templates: Beauty & Fashion, Financial
  • Funnel Templates: Marketing Agency, Restaurant & Bar
  • Email Templates: Insurance
  • Form Templates: Other
  • Survey Templates: Home Services
  • Social Templates: Automotive, Beauty & Fashion
  • Ad Templates: Paint Protection Film Installation

Template Library: Documents & Contracts / Reporting Dashboard

New templates for Documents & Contracts and Reporting Dashboard, offering more resources for professional needs.

API Security Update – Disabled User APIs on API v1

API v1 endpoints for creating, updating, and deleting users are now disabled to prevent unauthorized access. Agencies can temporarily disable enhanced security if needed while transitioning to API v2.

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