Here are our release notes for FG Funnels from September 15th, 2023 through September 20th, 2023. If you have any questions about these updates, or other questions about FG Funnels, please reach out to [email protected] or live chat in the app and our team will be happy to help.
Workflows
Update Contact Field Action
We have introduced the capability to clear standard field data, except for FirstName, Country, timezone, and DND.
Problem
Users weren’t able to clear the standard fields.
Existing backend action implementation doesn’t support clearing of standard fields.
Solution
Incorporated the feature into the UI to enable the selection of standard fields.
Improved the backend code to facilitate the removal of standard field data.
Impact
This latest improvement will allow users to erase both standard field data and custom field data.
Use Case
If a user wishes to remove specific information, such as an email address, in response to certain events like bounced emails, they can achieve this by setting up the update contact field action.
Internationalization
Added Features:
Side Bar
Top Bar
Quick Actions
LaunchPad
Internationalization support covers the following languages:
– Spanish
– German
– French (Canada)
– French (France)
– Portuguese (Portugal)
– Portuguese (Brazil)
– Italian
– Dutch
– Swedish
– Danish
– Finnish
-Norwegian
Funnels & Websites
GDPR Compliant Fonts Live
Old Behaviour
Users were facing issues with GDPR compliance in EU due to the usage of Google Fonts in their funnels and websites
There were no option for users to choose other font providers natively or opt out of Google Fonts easily
Adding fonts manually to opt out of Google fonts for GDPR compliance would require them to add custom codes which will impact the page speed
New Feature
User’s will now opt for GDPR compliant font’s in their funnels.
With this feature all fonts loaded within the funnels (Except the ones loaded from review widget & custom codes) would be GDPR compliant.
Font loading would be a bit faster as we moved the fonts computation to the backend side rather than the old way of computing fonts required in client side.
How do I activate this feature?
Navigate to funnel settings and enable the toggle -> GDPR Compliant Fonts
Lead Generation from hosted video with forms
We are excited to announce the release of the top requested feature that is lead generation with hosted videos using forms. With this feature users can easily generate more leads by setting a timestamp lock in the hosted video and showing a popup form. This lock will prevent users from watching the video further and can only do so after completing and submitting the form.
Benefits:
Users can now be restricted in watching a video only till a particular timestamp.
Engage your customers and generate leads easily.
Lock the best part of the video to incentivise them to join courses, registrations etc.
With the use of beautiful existing forms, one can now turn a video into a funnel.
How to Use:
Users can use the feature by selecting a video element and selecting hosted video
Enable the “Generate leads from video” toggle
Enter a particular timestamp in hours. minutes or seconds. (Make sure the timestamp entered does not exceed the video length)
Select a form to show at this timestamp
Enable or disable “Allow user to close the form and continue” option
If enabled, users will be able to continue watching the rest of the video without submitting the form by clicking the close popup icon.
If disabled, users won’t be able to continue watching the rest of the video without submitting the form. This will force the user to submit the form with details to watch the entire video.
Notes:
If the user has already submitted a particular form and particular video, the lock won’t be shown for 2 weeks and the user can continue to watch the full video.
Feature is available only in the new funnel/website builder. Enable it in location settings > labs > Brand New Funnel/Website Builder
Feature is not available if the video element is placed inside a popup. This is to prevent overlapping issues.
Available only for hosted videos.
What’s Next:
In future releases, we plan on enhancing this feature by giving option to add other elements in popup, timestamp validation, better design. Stay tuned for updates.
Calendars
Neo Group View Template
The Neo Group View Template is designed to bring a fresh and modern aesthetic to your group organization. By adopting this template, users can transform the way their groups are presented and accessed, resulting in a cleaner and more attractive interface.
Key Features
Staff Selection:new enhanced experience for Staff selection for a particular service. If the calendar has enabled staff selection for it from the calendar settings.
Sophisticated Design: Neo offers a sleek and sophisticated design, elevating the visual appeal of your groups. It combines aesthetics with functionality for a refined user experience.
Calendar-Specific Images: One of the standout features of the Neo template is its ability to display calendar-specific images. This adds a personalized touch to each calendar within your group.
Integrating Unsplash:To motivate users to upload cover images for the Group view, we’ve seamlessly integrated Unsplash, allowing users to effortlessly browse and insert images directly from an extensive collection of high-resolution visuals.Streamlined Flow: Neo optimizes the flow of information, making it easier for users to navigate and access the content they need swiftly.
CRM
CRM Document Management
We are thrilled to introduce our CRM’s Document Management. Seamlessly integrated into the Contact Details page, you will discover a brand-new “Documents” tab, offering an intuitive and centralized hub for all your document-related tasks.
Four Document Sections:
All: Easily access all files in one place for that contact, without the need for folders
Internal: Files that need to be stored internally for a contact are added here. It contains a standard folder called “Custom Fields” which going forward will contain all the files added to the “File-upload” type custom field for that contact. (access of these documents is for everyone who can access the contact)
Sent (Coming Soon): The ability to send documents to contacts using the client portal
Received (Coming Soon): Stay tuned for the ability to receive documents from contacts via the client portal
Add Files
Add files to the internal section of the document tab
Maximum size limit is 250 MB and file types supported include PPT, Docs, PDF, various image formats, and CSV
Enhanced Search Functionality:
Effortlessly search for documents by file name. The search function is optimised for the “All” section, eliminating the need to navigate through folders.
With the imminent arrival of the “Sent” and “Received” sections, you can anticipate an even more comprehensive document management experience.
Enhanced New Dashboard
Dashboard went through major design changes to provide better accessibility. A dashboard is like a turbocharged control center! It dazzles with dynamic charts, graphs, and metrics, offering a high-speed snapshot of crucial info. It’s your secret weapon for lightning-fast decisions and keeping an eagle eye on performance!
Dashboards offer a multitude of advantages, making them an indispensable tool in various fields. Here are some key advantages of using a dashboard:
Data Centralization: Dashboards bring together a wide range of data from different sources into one centralized location. This allows for a comprehensive and holistic view of information.
Visual Representation: They present data in a visually engaging and intuitive manner, often through charts, graphs, and other visual elements. This makes complex information easier to understand and interpret.
Real-time Monitoring: Many dashboards can display real-time or near-real-time data, enabling users to monitor key metrics and performance indicators as they happen.
Customization and Personalization: Dashboards can typically be customized to cater to specific user preferences and needs. Users can often choose what data they want to see and how it is displayed.
Performance Tracking: Dashboards are invaluable for tracking key performance indicators (KPIs) and metrics. This allows for a quick assessment of how well an individual, team, or organization is meeting its goals.
Decision Support: They provide decision-makers with the information they need to make informed choices. By having all relevant data in one place, decisions can be made more efficiently and with greater confidence.
Overall, dashboards are powerful tools for managing and visualizing data, which can lead to better decision-making, improved performance, and more efficient use of resources across various domains, including business, finance, healthcare, and more.
Why did we make this change? What are we planning as a big picture?
Hold onto your hats because we’re about to revolutionize how you navigate and analyze data! Picture this: a brand-new, supercharged Dashboard and Reporting system! We’re talking about the power to customize subaccount dashboards/reports with a simple drag-and-drop feature and cherry-pick custom widgets that suit your every need. This is not just an upgrade; it’s a game-changer, designed to supercharge your experience and give you unprecedented control over your data. Get ready to explore a whole new world of possibilities!
Things that have changed?
Opportunities widgets like status, value and conversion rate work on created/updated opportunity status.
If a user doesn’t have access to a particular module, they will see the chart as locked and permission will be required.
We have streamlined the brand colors and acquired sleek charts to enhance the usability
We have a filter option for users of sub-accounts.
We have added one global date filter at the top.
Note – This release when it goes live for all production accounts will break the CSS as we are moving towards drag and drop dashboard.
Email Builder
FAQ Element
Imagine your email coming to life with an accordion element! It’s like a magic trick that lets you unveil content in a captivating, collapsible format. Each section is a hidden gem, waiting to be discovered. With just a click, the heading unfurls to reveal a treasure trove of information. And when you’re done exploring, a simple click magically tucks it away, ready for your next adventure! It’s an interactive experience that turns your emails into an exciting journey of discovery!
Accordion elements in emails can be highly beneficial for several reasons:
Space Efficiency :
Accordions allow you to present a lot of information in a condensed format. This is particularly useful in emails where space is limited, ensuring that the email remains concise and visually appealing.
Improved User Experience:
Accordions provide a clean and organized way to present content. Users can choose which sections to expand and view, which gives them control over the information they want to see. This can lead to a more positive user experience.
Reduced Scroll Fatigue:
Lengthy emails can be overwhelming and may lead to scroll fatigue. Accordions help mitigate this issue by allowing users to selectively engage with the content that interests them, without having to scroll through a long email.
Content Prioritization:
You can use accordions to prioritize important information. The main sections can be displayed prominently, while additional details or less critical information can be tucked away in accordion sections.
How to add FAQ Element in Email Builder?
Go to Marketing > Emails > Campaign/Templates
Create a new campaign or template, it will allow an option to add the FAQ Element.
FAQ element will allow addition of Title and subtext in details. It has options to add icons on left or right, it allows you to customize the icon options.
Note:
Expand / Collapse is not supported by some web clients such as Gmail and Yahoo