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Sidebar Walkthrough
Sidebar Walkthrough
V
Written by VipeCloud Developer
Updated over 2 months ago

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

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

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