Weekly Roundup: Exciting New Features and Enhancements in Automation Agency CRM
Welcome to this week’s feature roundup, where we delve into the latest enhancements in Automation Agency CRM. This week, we’ve introduced several exciting updates that promise to enhance your user experience, streamline processes, and offer more flexibility in managing your campaigns and projects. Here’s what you need to know:
One-Time Product Support for External Website Affiliate Campaigns
Affiliate marketers rejoice! Automation Agency CRM now supports one-time Stripe products in your External Website affiliate campaigns, alongside recurring ones. This enhancement allows affiliates to promote and earn commissions on various one-time offers, such as courses and setup packages, right from your website.
Key Features:
- Product Flexibility: Add both one-time and recurring products from your connected Stripe account.
- Custom Commission Rates: Set specific commission rates for each product, offering tailored rewards for your affiliates.
- Accurate Commission Tracking: Ensures commissions are calculated correctly for each one-time purchase.
Benefits:
- Broaden your affiliate offerings beyond subscriptions.
- Customize rewards for different product types.
- Aligns External Website campaigns with the functionality of Funnels and Websites.
Streamlined Compliance in Affiliate Manager
Managing affiliate compliance just got easier. With our new Affiliate Consent, Tax Form & Payout Setup, affiliates can now complete all necessary compliance steps in a single flow.
Key Features:
- Centralized Consent: Upload commission terms as a PDF, which affiliates must accept for payout eligibility.
- Compliance Monitoring: Track compliance status directly in the Affiliates list and Payouts table.
- Unified Settings: Apply compliance settings across all campaigns at once.
Benefits:
- Ensure affiliates comply with terms before payouts.
- Easily identify pending compliance tasks.
- Streamline administrative processes for affiliate management.
Connect Your Custom Domain Before Publishing
Gone are the days of needing to publish your AI Studio project before adding a custom domain. Now, connect your domain first, and your site will automatically go live once DNS verification is complete.
Key Features:
- Flexible Domain Connection: Add a domain at any time, even before your project’s first publish.
- Automatic Publishing: As soon as DNS is verified, the latest project version goes live.
- Enhanced Visibility: Notifications in chat keep you informed of your domain connection status.
Benefits:
- Greater control over project visibility and management.
- Seamless domain integration without disrupting live projects.
Preemptive Duplicate Detection for Companies
Avoid the hassle of duplicate company records with our new Preemptive Duplicate Detection feature. It checks for existing company entries as you type, helping you maintain a streamlined CRM.
Key Features:
- Real-Time Suggestions: Offers possible matches while entering company names or domains.
- Error Prevention: Identifies similar names and common typos to prevent duplicate entries.
- Controlled Entry: Choose to review suggested records or continue with new entries.
Benefits:
- Keeps company records organized and avoids data fragmentation.
- Ensures your team works from a single, accurate record.
These updates are designed to make the Automation Agency CRM more intuitive, efficient, and powerful than ever before. Be sure to explore these new features and leverage them to optimize your campaigns and projects. Stay tuned for more updates next week!
