This is a walkthrough of the newly-updated sidebar. Learn how we have designed this to help you to find the tools that you need with fewer clicks!
Transcript
Transcript
0:04
welcome everybody so we've got a huge
0:08
release that we are absolutely thrilled
0:10
to share with you today um the first
0:13
just a little bit of housekeeping so if
0:17
you're joining us for the first time
0:19
today uh this is a weekly series of
0:23
trainings that we do uh live at this
0:26
same time uh 10 Pacific one
0:31
Eastern and um yeah and and the idea is
0:35
just to help people to learn about new
0:38
things that they can do in VI Cloud so
0:40
sometimes it's uh sharing exciting new
0:42
releases like this but also sometimes
0:44
it's just that you know we're we're
0:46
introducing you to new parts of the
0:48
software and new workflows every week
0:50
and also chances are you are joining us
0:54
through our suite uh which is actually
0:57
also a fairly new release that we've got
1:00
and the idea is to just help with
1:02
building Community uh for you know
1:04
everybody's businesses so this is a
1:06
feature that's available to everybody
1:08
we've done previous trainings on this so
1:10
you can look through our back catalog to
1:13
just learn a little bit more about the
1:14
basics of what sweets is but also as
1:17
always feel free to reach out to us and
1:19
we'll be more than happy to uh you know
1:21
answer any questions that you might have
1:24
so uh back to the topic at hand this
1:26
release is we've got a brand new uh
1:29
sidebar that we are going to be
1:31
releasing very shortly so the idea here
1:33
is that this is a bit of a a sneak peek
1:36
and an introduction to it before this
1:39
goes live into your uh into your actual
1:41
VIP cloud account which we're targeting
1:44
for sometime next week to uh to have
1:47
that actually go live and the goal of it
1:49
is to help you with uh better navigating
1:53
VIP cloud and just to make things easier
1:56
than ever to uh to accomplish your tasks
1:58
we'll be going to the detail uh on that
2:01
shortly so as always we'll be uh the the
2:06
way we're going to be approaching this
2:08
is first we're going to be doing the
2:10
demo uh and and showing you the product
2:13
itself and then that'll be followed by a
2:16
Q&A but you can feel free to send in
2:19
your questions at any time uh whether
2:22
that is you know through the chat in our
2:24
suite a comment on The Suite and you can
2:26
also feel free to send in questions on
2:28
uh on YouTube if that is where you're
2:30
coming in from us directly um we'll get
2:33
to those at the very end but we
2:34
encourage you to send them in at any
2:36
time and um yeah and another thing too
2:40
is that uh as we go through the product
2:43
you might see stuff that you uh didn't
2:46
know that bip Cloud could do and so we
2:49
definitely encourage you to uh ask
2:51
questions about that let us know uh in
2:54
the in the chat and comments what the
2:55
what the new stuff is that you see there
2:58
and um we'll be happy to just like reach
3:00
out to you directly if there's something
3:01
that you'd like to learn a little bit
3:03
more about we might be able to send you
3:05
just like a little quick video on it uh
3:07
or also you know a uh a one-on-one
3:09
training would be helpful then uh you
3:12
know let us know we're always happy to
3:14
introduce you guys to uh everything that
3:16
VI CL can do so um you know with us
3:20
today as well we got Adam and uh you
3:23
know Adam's going to be kind of doing
3:25
like the walk through here and I'll be
3:27
just sharing my screen and giving you
3:29
that visual component there but uh yeah
3:32
Adam the floor is
3:34
yours hello hello um Drew good to see
3:38
you good to uh really excited to share
3:40
this and um I say we Jump Right
3:44
In let's do that so I get
3:48
the there we
3:50
go here we go okay so welcome to the new
3:53
sidebar for those of you who've been
3:55
using bike for some time you might have
3:57
noticed that as we continue to add new
3:59
capabilities
4:00
uh our sidebar was was getting busy
4:02
there was a lot going on and um and so
4:05
what we wanted to do was continue to add
4:08
new capabilities
4:10
but eliminate the feeling of overwhelm
4:12
if there was any and also create a
4:14
framework for minimal clicks because we
4:16
have different kind of frames of mind
4:19
that people are in when they are using
4:20
our product so the first thing you might
4:23
notice is that we no longer have a right
4:24
hand sidebar there's only one sidebar
4:27
now and it's on the left hand side and
4:29
and it is broken into categories the
4:32
sidebar is almost two sidebars where we
4:34
have the icons over on the left and as
4:36
Drew is hovering you can see that the
4:38
icons have tool tips that tell you
4:41
exactly what's in each
4:43
category and so when you first log in
4:45
you're brought to this get started page
4:48
and on the get started page you can if
4:50
it's a first time you log in you can see
4:52
some stuff you can do to get started
4:53
that you've done or that you've not done
4:55
you can jump over to your dashboards to
4:57
your feed for any Suites or parties that
4:59
you've joined
5:00
and then also below the little
5:02
horizontal line we have other things
5:05
that are kind of get started type stuff
5:08
so basic information uh if you want to
5:11
edit your name upload a profile image um
5:14
we're adding the concept of system
5:16
emails where you'll be able to toggle on
5:19
and off every email from our system from
5:21
a singular page and you can do it right
5:23
here from the home category um as part
5:26
of this release we're also going to be
5:28
launching um daily a what you missed
5:31
email so for those of you that are using
5:32
our texting or suets or parties or chats
5:36
um we think this will dramatically
5:38
increase the engagement of your party
5:40
goers where they will receive an email
5:43
daily of any posts um or chats that they
5:46
missed that they did not read um and of
5:49
course they can change it to weekly they
5:50
can turn it off all that good stuff but
5:52
we think that'll be a very powerful
5:54
arrow in the quiver to improve uh party
5:57
and event
5:58
engagement um click overview of the
6:01
other categories so we have this home
6:03
category the next category down is
6:05
communication so Communication in fact
6:07
let's go ahead and jump into that this
6:09
is where all of email and texting is now
6:13
the email sub items haven't changed the
6:15
text items haven't changed um but the
6:18
idea here is if you're thinking of doing
6:20
communication everything you will need
6:23
is here it's almost like each category
6:25
is its own product um so uh you'll have
6:29
series which are related to
6:30
communication contacts contact list
6:33
content and even uh communication setup
6:36
related items uh so your email settings
6:40
um inbox sync text settings all of that
6:42
can be done here and because this can
6:45
still be a lot of info and if you're not
6:46
using it um back on the homepage there
6:49
is an option to uh customize your
6:52
sidebar it's actually jump back there
6:54
real
6:55
quick um so you have a customized
6:57
sidebar where you can toggle on and off
6:59
you can re to the categories you can you
7:01
can really make this custom and if you
7:02
have multiple users you can apply the
7:05
changes to all of your subusers as well
7:08
um but the next category down below
7:10
communication is automation um through
7:13
our case studies through customer
7:14
interviews and all that we've really
7:16
found that a big value adding unique
7:19
value out of V cloud is automation is
7:22
being able to pull all of these
7:24
different channels of communication and
7:26
things together um so that you can you
7:29
can kind of automate to domate dominate
7:32
so to speak you can grow your customers
7:34
even if you're on vacation and so we are
7:37
renaming autoresponders automations um
7:40
they are they'll currently look exactly
7:42
the same however um by renaming it it
7:45
will allow us to in the very near future
7:48
make some other uh basically expand it
7:50
and broaden it a little bit um you can
7:52
access series here we have text keywords
7:54
we have
7:55
schedulers um and then we have lead
7:57
capture items so sign up forms are moved
8:00
into here um email parsing so we can
8:02
parse emails that come in um and we are
8:07
very soon G to be launching courses uh
8:10
Kelly I see you I hear you I don't know
8:12
if we can get this out next week it's
8:14
probably more like the end of the month
8:16
but we've made a ton of progress on it
8:18
and uh and we're really excited and
8:20
courses can be uh they can be free they
8:23
can be kind of a lead capture type thing
8:25
from a a giveaway free knowledge it can
8:27
be training for your employees or your
8:29
team members or um and it can also be
8:32
income generating where you'll be able
8:34
to charge a fee um and people can pay
8:37
with PayPal or credit card or venmo um
8:40
or even pay later um so and then the
8:43
Integrations below are related to that
8:46
um several of you might not even know
8:48
that we actually have a pretty robust
8:49
zaper integration so for getting data in
8:53
and data out from third party systems
8:55
all of your automation can happen in
8:57
this category the next category down is
9:01
CRM so for the first time we're actually
9:04
mentioning the word CRM in our product
9:06
uh and this is where uh all of your
9:09
tasks so we have robust task management
9:12
we have a calendar for all of your tasks
9:14
and events you can manage opportunities
9:16
you can send out estimates uh manage
9:18
products these products can be listed on
9:21
your signup forms uh they can be used in
9:23
your estimates and if you're in a CRM
9:26
frame of mind you're probably going to
9:28
be interested in cont taxs and accounts
9:31
uh you can import all sorts of stuff as
9:33
part of your setup and uh and then you
9:36
do all sorts of customization uh from
9:39
item layouts to custom pipelines and and
9:43
things like that so everything CRM
9:44
related should be here the next category
9:47
down is community um we're actually
9:50
going to be renaming our suite add-on to
9:53
a community add-on and the community
9:56
add-on is going to include Suites coures
10:00
and swees and parties and events courses
10:02
and then all things social um and so
10:05
everything that you want this community
10:07
related um if you primarily use us for
10:09
social that will live here in community
10:11
here's where you manage all your posts
10:12
your calendar your accounts um you can
10:15
have templates you can have a Content
10:17
Library and then for account groups if
10:20
you want to uh schedule posts to
10:22
multiple suets to multiple parties to
10:24
multiple courses courses can have feeds
10:26
and chats and modules just like a
10:30
um you can you can group things so you
10:32
can kind of do once and uh and then
10:34
streamline to many um the last couple of
10:37
categories are our contacts where you
10:41
can see contacts contact list and
10:42
accounts importantly this is also where
10:44
you can import um contacts contact lists
10:48
and unsubscribe list uh and another item
10:52
that is buried in settings that many
10:54
people didn't know that we have is issue
10:56
contacts so we provide you with a list
10:58
of everybody who's bounced everybody
11:00
who's unsubscribed and also any bad
11:03
formatted emails um if there was maybe
11:07
two at symbols or something in an import
11:09
um and so all of that information is
11:11
here uh next category is our library
11:15
it's currently content in stories and we
11:17
were very soon going to be adding QR
11:20
codes uh we actually already have a QR
11:22
code Builder um and we're going to be uh
11:25
really making that a lot more robust and
11:27
allow you to build some QR codes and and
11:30
build some really cool workflows around
11:31
it too where they can send emails it can
11:35
then trigger series and all sorts of
11:36
cool stuff uh the next category down is
11:39
our
11:41
reports this is where we post our
11:44
library of reports of course if there's
11:45
any report in here that's that you don't
11:48
see um you can request a report from us
11:51
and you'll also see our import history
11:53
and your export history if you want to
11:54
see any data that your users are
11:56
exporting out we we do track all of that
11:59
um and then the last category is the
12:01
settings uh the settings is now actually
12:05
settings as opposed to all of kind of
12:07
the sub settings like the email settings
12:09
it's now just your user in your account
12:10
all of your information is here uh
12:12
information about our API will be posted
12:14
in here too and and then I guess last
12:18
but not least we do support dark mode
12:20
many of you use it um toggle that on and
12:23
go ahead and toggle it back off but
12:27
um uh that is the sidebar and um we
12:32
really hope that this lays a foundation
12:34
for us to continue to add stuff that it
12:36
actually minimizes your clicks and um
12:40
and we're excited to get get your
12:53
feedback let's see sh saying audio was
12:56
hard to hear sorry about that I hope I
12:57
wasn't I am in a sorry I'm traveling
13:00
today um but uh but hopefully it was
13:04
good enough that uh that it was there
13:06
Shelly we can sync um separately if you
13:08
would like um or the beeping that
13:11
actually might have been Drew but
13:13
Cynthia you're very
13:14
welcome
13:16
um and those are the comments I'm seeing
13:19
so far so hopefully this is just so
13:22
straightforward that we don't really it
13:25
doesn't require questions good UI should
13:28
just be self-explain
13:30
mandatory but I do think a couple things
13:32
that I would like to add um through we
13:34
can jump back to just the camera
13:38
mode is uh we are as I said courses are
13:41
coming down the pike um I think that
13:44
that's a really interesting opportunity
13:46
um a lot of our customers um are also
13:49
are just very entrepreneurial and I
13:52
think this could be a very good platform
13:53
where it'll be it'll be you know built
13:56
into the same system so you can then um
13:59
you know even if you want to start a
14:00
side hustle start a side hustle with
14:02
your course and then you know that
14:04
you've got a CRM you can totally grow
14:06
into to build the business into a multi-
14:08
multi-million dollar business um QR
14:11
codes I think are going to be very
14:12
exciting uh and we've got a lot of other
14:15
stuff coming too um for example we'll be
14:18
adding a Content tab to sweets and that
14:21
should be kind of the final major
14:23
feature to really start uh working as a
14:27
as like a group Alterna
14:31
but Drew that's all I got any any
14:33
questions or no well I think U yeah the
14:37
two things that I'm just really excited
14:39
about here you know first of all just
14:41
the fact that the goal of this is to
14:45
kind of just be like what do you what
14:46
mindset are you logging in with today
14:50
and so may maybe you're you know get
14:51
your marketing hat on as an entrepreneur
14:53
well that the communication tab is going
14:55
to really just be able to serve up
14:57
exactly what you need and so you're not
14:59
going to have information overload every
15:01
time you're like looking to navigate to
15:03
maybe a different part of the product
15:04
jumping between maybe your your your
15:07
contact lists and your email templates
15:10
and also then you know looking at how
15:12
your pack uh emails have performed for
15:15
instance um and then also I just love
15:18
that this especially with the course is
15:19
released coming up uh after having
15:22
recently done our Suites we really are
15:25
just doubling down on this you know
15:27
whole concept of being a communic
15:29
CRM and you know not everything has to
15:32
be about things like generating leads
15:35
and uh in the very traditional sense and
15:38
uh you know manage your pipeline but
15:40
also now you can you know communicate
15:44
better with your audience through things
15:46
like courses and Suites and just you
15:48
know really uh have a One-Stop shop for
15:51
all things
15:53
communication Community is becoming so
15:55
key in today's day and age and building
15:58
that valuable and and courses in
16:00
particular a lot of course properties
16:01
out there separately have a Facebook
16:04
group to talk about it and here that can
16:06
all be in one because a course is
16:08
effectively a type of Suite so you can
16:10
have a feed if you want you can have the
16:12
group chat if you want and you can just
16:14
do everything in one place and and then
16:17
100% of people will be in your in your
16:19
feed if you want to do it you can do
16:21
live trainings in your courses too to
16:22
supplement your
16:24
modules so excellent well um we're
16:28
excited about this you can probably tell
16:30
uh we're working day and night quite
16:32
literally to get this out to you as soon
16:34
as possible we are targeting next week
16:37
at at this going live um so one day
16:40
you'll log in and it will the product
16:42
will just look different um but
16:44
hopefully it will be incredibly
16:45
intuitive and this training will be
16:47
available um so that you'll be able to
16:50
uh to review it should you have any
16:51
questions and as always you know we're
16:53
here to help so feel free to chat any
16:55
questions or or write into support
16:58
otherwise thank you all so much
17:02
absolutely thank you everybody