Changelog 3.0.2

Follow up on the latest improvements and updates.

August

Shippo Integration: Automatic fulfilments & live shipping rates for E-commerce stores

New

E-Commerce Stores

About:

Store owners can now effortlessly sync Ecommerce orders with Shippo, gaining access to the best real-time shipping rates from 40+ carriers. This integration streamlines your shipping process, allowing you to quickly compare live shipping rates, print shipping labels, batch orders, and automatically fulfill their orders. Store owners can also earn by charging markup fees on delivery.

In Shippo:

1.Store owners need to generate live Token in Shippo at:Settings > Advanced > API > Live Token.

2.On the Shipping options page, you need to setup - Sender address, Package template & Weight. Once these details are setup, users need to Add Shipping Options. Store owners can charge a markup fees from here.

Live token creation:

Setting up Shipping Options:

In Brand:

1.Setup Shipping origin:This can be accessed atPayments > Settings > Shipping Origin. Store owners need to add shipping origin details as it will be passed into Shippo as Sender's address. If this is not defined, default Sender's address from Shippo will be used to place order.

2.Install Shippo from Marketplace: Shippo can be accessed from marketplace apps or from Sub-account Integrations page (needs app approval).

3.Add the generated live token from Shippo and enable live shipping rates.

4.Shipping rates from Shippo: Shipping zone must pre-exist to create live Shippo carrier rates.

Shipping origin setup:

Install Shippo:

Live rates:

Notes:


  • Shippo Setup:

    Ensure live rates at checkout by configuring Shipping options, Parcel templates, and Sender & Receiver addresses in Shippo. Live rates can only be enabled if the Shipping Options and Parcel templates have been setup.

  • Live Token Generation:

    Only a live token can connect your Shippo account to your eCommerce platform for fulfillments and live shipping rates.

August

Late Fees on Invoices - Now Live!

New

Invoicing

What’s new?

You can now attach late fees to your invoice

Available in global settings and as a well as invoice settings

How to use?

To configure late fees globally for all invoices, navigate to invoice settings -> payments

The configuration done here will act as blueprint for all invoices. However, you can change it an an invoice level as well

- To turn on late fees for an invoice, find "Late fees configuration" menu on top right. When you turn it on for first time, it takes global setting which you can adjust as per need

We have provided lot of knobs to adjust how you charge late fee including various intervals, grace period, flat one time fee and max chargeable fees

Late fees will get applied to invoice once it is due. In case an invoice has payment schedule, due date of each schedule will be considered.

Why we built it?

This will help users to charge any delays in payment from customer in form of late fees

It can unlock lot of new possibilities like a discount on timely payment which is taken back past due date in form of late fees

Note: When a customer is charged late fee, they will receive an email along with payment success email stating the late fee policy

August

Upgraded UI of Social Planner 🚀 😍

New

Improved

Fixed

Social Planner

Social Planner UI has been upgraded to bring more consistency and better user experience. 😊

🚀 We are excited to announce that Social Planner has implemented some mind-blowing changes in UI/UX, such as:

Bringing list view and calendar view side by side

Name a filter and it will be there to help you filter the content

Addition of preview panel to save you time and view the post contentThree different tabs: Planner (to view all posts), Content (to view specific functions like CSV,

approval, recurring, RSS, and review post automation management), and Statistics (to manage social post analytics)

😎😎 What’s New?

1.In Planner view, you can check content within a specific time range. It allows you to filter by content type, status, approval status, created by, approver, category, and tag.

2.Planner view offers both list and calendar views for a better perspective.

3.In Planner view, users can preview posts without going to the post composer view. They can also see stats for recently published posts.

In Content view, users can manage the following:

View CSV content and fix errors by clicking "Review and Schedule."

Adjust recurring settings, such as modifying the parent post.

Update review settings, including review automation, background, post schedule, and review stars, along with play/pause options.

Modify RSS settings, including play/pause and edit options.

Manage the template library settings for selected Social Planner templates.

View posts requiring approval, whether they were created by the user or if the user is the approver, as well as approved and rejected posts, along with the reasons.

4.In Statistics, users can view data of top-performing posts and recent posts.

😇 FEATURES - NEXT IN LINE !!!

1.Post Composer upgrades in UI, providing better preview, more caption writing area, and improved error handling

2.Post Composer will allow users to handle multiple video format posts like TikTok, YouTube, and Facebook Reels togeth

August

Introducing Reviews QR - Boost Your Online Presence 🔥

New

We are excited to announce the launch of Reviews QR, a powerful new feature in our reputation management platform! With Reviews QR, you can easily create and customise digital QR Codes to drive customer reviews and boost your online presence.

🚀 Key Highlights:

1.✍🏼 Create QR Codes: Generate unique QR Codes that link directly to your review pages, making it easier than ever for customers to leave feedback.

2.🧩Customise & Edit:Personalise your QR Code by adding images, changing text, and adjusting the design to fit your brand's style.

3.📥Download & Share:Once customised, you can download your QR Code as PDF, ready to be printed or shared digitally.

4.🎯Track Scans:Monitor the effectiveness of your QR Codes with real-time tracking, including the total number of scans.

📌 Key Benefit for Users:

🔑Easy Access:Customers can quickly scan the QR code with their mobile devices, making it convenient for them to leave a review.

🚀Increased Reviews:Simplifying the review process can lead to more customer feedback and improved ratings.

🤹Versatile Use:Use these QR codes in physical locations, on business cards, or in digital communications.

🔑 How to access Reviews QR:

1.Go to 'Reputation' tab

2.Navigate to 'Settings' section 📍

3.Click on create QR code to make a new Digital QR for your business

This new feature is designed to help you seamlessly gather reviews and insights from your customers, enhancing your overall reputation management strategy. Get started with Reviews QR today and make it easier for your customers to share their experiences!

If you have any suggestions on reviews management, please email them at our [email protected]

New

Improved

Paypal integration updates

We’ve made significant updates to our PayPal

integration, enabling more seamless business

operations and automation. Key improvements include:

Accurate Subscription Tracking: Subscription status updates made within PayPal will now be reflected in real-time inside Brand.

Detailed Transaction History: All subsequent transactions for a subscription will be displayed on the subscription details page.

Automated Sales Receipts: Sales receipts are automatically generated for every transaction, with triggers for order submission and payment received.

Subscription Management: Businesses can now cancel subscriptions and offer coupon codes for both one-time and recurring products.

Workflow Automation: Utilize subscription triggers within workflows, enabling automation based on changes in PayPal subscription statuses.

Sales Tax Support: PayPal transactions can now include manual or automatic sales tax calculations

These updates empower businesses to better manage their sales processes and customer relationships through PayPal and makes this in comparison with other integrations available under Payments -> Integration

Improved

Documents & Contracts

Documents and Contracts: One time products in recurring product lists

August 9, 2024

What's new?

Earlier, whenever One-time product was added in a recurring product list on documents, it was treated like a recurring product. Not anymore!

A one time product will only be added in the first invoice and not the subsequent recurring

invoices.

How to use?

Go to Documents

Add a product list

Mark a product list recurring from the properties if you want to send recurring invoices after

signing of Docs.

Only the recurring products will be billed in invoices after the first invoice.

Why we built it?

Enables you to create a product list which has both, recurring as well as one time products and lets you use the original configuration of the product

New

Improved

Chat Widget

Chat Widget Upgrade 😇

August 9, 2024

We are excited to introduce a significant upgrade to Chat Widget custom theme color - two new text color options within the custom theme settings for chat-widget typography. Users can now customize the text color for the chat-widget header message and the welcome message.

😇 Key Points:

For new users who have not yet applied a custom theme to their chat-widget, these new text color options will be applied automatically without requiring any additional changes.

For existing users who have already implemented a custom theme, the previous behavior will persist until the new text color options are applied. Specifically, the header message text color will continue to use the sender message text color, and the welcome message text color will use the system message text color.

😍 Users can further customize these colors according to their preferences with the new configuration options. Renamed for better user friendly experience:

Sender Message Text Color -> Visitor Message Text Color

Received Message Text Color -> Agent/AI Message Text Color

Sender Message Color -> Visitor Message Color

Received Message Color -> Agent/AI Message Color

New

Forms

Surveys

Math Calculation in Forms/Surveys 😎😎

August 9, 2024

We are excited to introduce the new Math calculations feature in forms and surveys, allowing users to add custom fields and set up a Calculator based on the fields in the form or survey.

🚀What’s New?🚀

Custom Field - Score: Users can now add a custom field to calculate scores based on their inputs.

Calculator: Set up math calculation logic using numerical and monetary fields within forms and surveys using the brand new calculator

Real-time Calculation: Scores are calculated in real-time during form or survey preview.

Support of Score in conditional logic: Setup logics and workflows based on scores to redirect to url, disqualify, show/hide fields.

Fields supported right now:

Numerical type fields

Monetary type fields

🤩How It Works ?🤩

Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add.

Setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.

Previewing: Use the preview mode to see real-time calculations as data is entered.

Why This Feature?

This feature is designed to provide more advanced capabilities for users who need to perform calculations within their forms and surveys. Whether it's for scoring, budgeting, or other purposes, the ability to calculate in real-time enhances the usability and efficiency of forms and surveys.

😊What's Next?😊

Support for multiple fields in math calculation including:

Radio field type

Single and multi-dropdown

Checkbox

Improved

Fixed

New

Phone System

Voice billing and security changes

August 9, 2024

⚙️ Enhancements

Billing and Reconciliation

Voice billing and security changes: we're now fetching charges from an API instead of using a static database. This increases our billing accuracy, efficiency, stability and reduces lag in wallet debits

Security

Voicemail spam: voicemail sometimes get spammed with long voicemails leading to unnecessary storage charges. We will now limit voicemail to 5 minutes maximum to reduce the storage charges

Number pool search

Searching for a number for a pool with a specific area code is now easier thanks to updated search logic. Earlier, area code would be searched throughout the number, now it will be searched for only in the beginning of the number (area code) leading to more accurate results

🐞Bug Fixes

Sender info would sometimes not be shown in the SMS on the conversations page even though it was being sent. This has now been fixed

Even after removing a user from the sub-account, calls would be forwarded to them sometimes. Now it won't.

Fixed a bug with call connect when some inbound calls would not go to voicemail

New

WhatsApp: Voice Note

August 9, 2024

We are excited to announce the launch of a highly requested feature: WhatsApp Voice Notes. This powerful addition allows you to send voice notes to your customers directly from the CRM, enhancing communication and personalizing interactions.

👀 What’s New?

Record and Send Voice Notes: Easily record voice messages and send them directly to

your customers.

Personalized Messages: Tailor voice notes for individual customers to provide a personal

touch and strengthen relationships.

Boost Engagement: Use voice notes to create more engaging and human interactions with

your audience.

Note: Voice notes can be sent to your customer only when there is an open service

conversation between your business and the end customer.

🔧 How It Works:

1.Go to Conversation > WhatsApp > Voice Note.

2.Record the Audio: Use the recording feature to capture your message.

3.Send: Deliver your voice note directly to your customer.

📌 Real-Life Use Cases:

1.Customer Support:

Use voice notes to quickly address customer inquiries with detailed explanations, offering a more personal and human touch than text messages.

2.Order Confirmations:

Send personalized voice confirmations for customer orders, enhancing trust and providing a unique customer experience.

3.Appointment Reminders:

Record voice notes to remind customers about upcoming appointments, making it more likely they will remember and attend.

4.Special Offers and Promotions:

Announce exclusive offers or promotions with an enthusiastic voice note to grab your customers’ attention and encourage engagement.

5.Feedback Requests:

Solicit customer feedback with a personal message, making them feel valued and more likely to respon

FAQs for WhatsApp Voice Notes

Q. What is the maximum duration for a voice note?

The maximum duration for a voice note is 10 minutes. This allows you to convey detailed messages or information to your customers within a single recording.

Q. Can I send a voice note to a customer without an ongoing conversation?

No, you can only send voice notes to customers when there is an open service conversation between your business and the end customer. This ensures that voice notes are relevant and timely.

Q. How do I personalize voice notes for individual customers?

You can personalize voice notes by addressing the customer by name and tailoring the content to their specific needs or inquiries. This personal touch can enhance the customer experience and engagement.

New

Improved

Automations

GPT Action - New Model Types Launched

August 9, 2024

What’s New?

New GPT Models

We have introduced 2 new models in the GPT action along side 3.5 Turbo and 4 Turbo.

4o - Most advanced and efficient

4o mini - Affordable & Intelligent

How to Use?

Click the "+" icon and search for "GPT powered by OpenAI"

Click on the "Model" field and select the model of your choice

Pricing

GPT 4o mini and GPT 3.5 Turbo - $0.017 per execution

GPT 4o and GPT 4 Turbo - $0.05 per execution

Points to be noted


The default value for the models will be GPT 4o

The "History" feature will work with the three GPT 4 models and not with GPT 3.5

Improved

Fixed

Communities

Enhancements/Fixes:

August 9, 2024

New Payment methods available: For euro currency in stripe integration new payment methods of sepa debit , ideal & banconnect are now avaialble to make group and courses payments.

Paid course to free courses conversion: The issue of paid course not being converted into a free

one is now fixed

Weekly subscription options: Weekly subscription option is now avaialble for group subscriptions too.

Group Status Change: Fixed the issue where users were not able to mark groups active/inactive.

New Groups not visible on builder side: Fixed Bug of newly created groups not visible immediately on builder side

Group List not refreshing: Fixed issue with group list not updating with change in location

Invite Via email flow fixes: Now user cannot re-accept the invite link, it will be expired after the user joins the group

Android Webview Issue fix: Fixed the issue where opening community magic link from another app didn't redirect the user properly to communities in mobile view.

Aspect ratio fixes: GIF, Attachment preview and thumbnails dimensions and aspect ratio fixes.

New

Invoicing

Invoices: New workflow statuses - Viewed, Partially Paid, Void

August 9, 2024

What's new?

You can now filter your workflows for invoices with new statuses:

1.Viewed

2.Partially

3.PaidVoid

How to use?

.Go to Workflows

.Add filters in Invoice trigger based on the condition that you want

.Configure different action items using if/else conditions based on these filters

Why we built this?

For you to track viewed, partially paid, and void invoices for better oversight and setting up proactive communications, actions based on them.

New

Improved

Blogs

Addition of new elements in Blog Site Builder😁

August 5, 2024

Blog Site Builder now supports the following elements

1.Custom Code -Add your custom code footer, headers and other elements to share between

funnels, websites and blogs using Saved Sections

2.SVG -Add any SVGs to your blog builder

3.Map -Add map inside the landing page to reflect specific locations

How to add the elements?

1.Go to Sites > Blogs

2.Go the blog you would like to edit

3.Click on the name of blog

4.There will be button to "Edit Blog Site", click on it

5.Click on the Plus icon + to add more elements like code or svg or map.

Fixed

Documents & Contracts

Documents and Contracts: UX Bug Fixe

August 5, 2024

Overview

Within documents and contracts, our focus was to remove the ongoing discrepancies that brought

issues on a daily level.

What's new?

1. Signature shrinkage issue: Whenever a document had multiple signature elements of different sizes, the signature inside it used to shrink in size - making it hard to read. The issue has now been resolved.

2. Issue with page size in PDF (8.5 by 12 instead of standard 8.5 by 11): The document in editor and

viewer was created on 8.5 by 11 inch size but the PDF generation was happening according to a 8.5 by

12 inch size. The discrepancy has now been resolved.

3. Document status issue on Contact Page: Discrepancy in status shown on Contact page and Document Dashboard is now resolved.

4. Date field striked out in PDF: Dates were getting striked off whenever a document was being

downloaded. This is now fixed.

NEW

Phone System

July 31, 2024

🪄 New Feature

💬 SMS Restriction History

Helps you note and keep track of any adverse action on their SMS sending like keyword violations and

temporary restrictions. This option can be found under Location > Settings > Phone numbers >

Advanced settings > Restriction history

⚙️ Enhancements

Number purchase flow > Search now supports blankspace and special characters as US based customers commonly use in their format

Earlier, if you called someone belonging to a location that was disabled, the call would get

disconnected without any feedback. Now you will hear a voice describing the issue and the solution

along with a tooltip on the UI

Recordings and transcriptions should now appear faster

We were already blocking certain keywords in SMS like 'cannabis'. We will now also block 'fireworks' and 'THC'

🐞Bug Fixes

SMS limit would sometimes not level up for users (ramp up model). This should now level up as expected

'PR' now shows up as a US state instead of a country

Partnership ID mismatch bug fixed

NEW

Funnels And Websites

July 31, 2024

Live Site URL and Connect Domain in Funnel/Website Builder

We're excited to announce a significant enhancement to our funnel/website builder! Users can now easily view the live site URL directly from the page they are working on.

🔑 Key Highlights:

Live Site URL Display: The live site URL is now prominently displayed within the funnel/website

builder interface.

Connect Domain: If your domain is not yet connected to the funnel, you can now effortlessly connect it using the new "Connect Domain" button.

🤔 How does this help?

This improvement streamlines your workflow by eliminating the need to navigate back to the funnel/website listing page just to access the live site URL.v

This feature simplifies the process of linking your domain, ensuring your site is live and accessible

with just a few clicks.

❓ How to Use:

1.Live Site URL: While editing your funnel or website in the builder, you will now see the live site URL displayed directly within the builder interface.

2.Connect Domain: If a domain is not connected, simply click the "Connect Domain" button and follow the prompts to link your domain to your funnel/website.

"Connect Domain" button

Domain is connected.

NEW

Email Builder

July 31, 2024

Direct Checkout for Product Elements! 🚀

Our latest release simplifies adding product elements to email campaigns and setting up direct checkout.

💥 Problem Statement: Previously, users could only use generic URL links for redirection, with no way to customize the link for individual products.

🚀 What We Did:

1.Users can now generate direct payment links for each product.

2.Users can customize the checkout page for each product within the same campaign.

3.Purchases are automatically updated in conversion and campaign statistics.

💃 Benefits:

1.Easier setup and use of product elements.

2.Improved tracking of conversion metrics.

🤩 How to Use:

1.Navigate to the email marketing section.

2.Create a new email campaign.

3.Add a product element and select direct checkout.

4.Click the link icon next to the product to customize the checkout page.

5.Modify the checkout page layout and save your changes.

6.Send test emails to ensure everything is working correctly.

NEW

July 31, 2024

Print Shipping labels or packing slips for E-commerce store orders

About:

Store owners can now streamline their order fulfillment process by generating shipping labels and packing slips for any Ecommerce store order. This new feature allows you to print labels for entire orders or for specific items during fulfillment. The generated labels and slips will include:

Order ID

Order Date

Store Name

Shipping Address & Billing Address

Itemized List of Products with:Variant Name, Product Image, QuantitiesSender's

Address (Store Address)

How to use

1.Store owners can access the print shipping labels or packing slips feature at:Payments > Orders > Select any Store order > "Print Shipping Label".

2.Shipping labels can be generated from two places:

Order details page: Click the "Print Shipping Label" button to download a PDF with all unfulfilled and fulfilled orders on separate pages.

Fulfilment of order: During fulfilment, selected items and quantities will be listed, and clicking the "Print Shipping Label" button will generate the shipping label for those items.

Notes:

Shipping labels/Packing slips can only be generated for Ecommerce store orders.

For orders with multiple partial fulfillments, each fulfillment will list the items on a separate page when generating shipping labels.

Currently, the billing and shipping addresses are the same on shipping labels. This will be editable once the billing address field is released on the checkout page.

Order details page:

At the time of Fulfilment:

After Fulfilment:

Hear from Verified MyBrand

Partners


Manage

Pipelines & Deals (CRM)

Build Courses & Communities

Lauch

E-Commerce Stores

Make Client Form & Surveys

Run SMS &Email

Campaigns

Design Websites & Funnels


Integrated Communication Center

FAQ

How do i access the software?

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Are my webs and funnels secure?

Yes! Security is our top priority, and we built MyBrand from the ground up to make sure your funnels, subscribers, and members area are secure. You don't have to worry about staying up-to-date with "plugins" that can easily be compromised.

If I have questions, is there someone I can talk to?

Yes! We have a first class support team who can answer your questions 24 hours a day, 7 days a week! Just click on the "support" link on the bottom of any of our pages or go to http://help.themybrand.com/

Do I have to install anything?

No! We created MyBrand so you wouldn't have to have a whole I.T. department to run your website! Just login, start clicking, and you can build all of the pages in your website or funnel from the sites tab!

Can you handle the load?

Yes! Because MyBrand is hosted on the largest public cloud cluster in the world (powered by Amazon and backed up by CloudFlare Security + CDN) we have virtually unlimited ability to scale in real time. Whether you send 100 visitors or 100,000+ today, it won't slow us down!

Who owns the data / content / subscribers?

You do! Any content (including your users) is 100% owned by you. MyBrand doesn't have permission to use that content or contact your users for any reason. MyBrand is just a tool for YOU to deliver YOUR content!

Can I host the pages myself?

No, we're a hosted, "software-as-a-service" platform. We do this so that we can make sure you get all of the updates, new features, and so your websites and funnels won't break. You can also export the HTML from any of your pages, as well as your contacts anytime you'd like...



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