FG Funnels Updates – January 17th, 2024

January 17, 2024
POSTED IN BLOGS › FG Funnels Release Notes    

Here are our release notes for FG Funnels from January 10th, 2024 through January 17th, 2024. 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.

Snapshots 

Create and Push Snapshots with Unlimited Funnels

The ability to create and push snapshots with unlimited funnels is live for everyone now. Previously, users were unable to create snapshots for locations with over 100 funnels due to sync processing time constraints and memory issues.

Funnels are now processed through v2 snapshots, leveraging a new method that should resolve all of the issues we had before.

Forms & Surveys

We are thrilled to announce significant enhancements to our Multi-File Upload feature. This update brings two major improvements:

File Deletion Capability: Gain the flexibility to delete individual files from the multi-file upload field, thanks to the new intuitive delete icon next to each file.

Expanded File Accessibility in Exports and Notifications: We’ve upgraded the handling of file uploads in CSV exports, email notifications, and auto-responders. Instead of just the first file’s link, now each file in a multi-file upload field will have its individual link.

How Does It Work?

Deleting a File: Simply click the delete icon next to the file in the multi-file upload field in the form/survey preview.

Accessing File Links: In CSV exports, email notifications, and auto-responders, each file uploaded through the multi-file upload field will have its link provided.

Image Editor

Elevate Your Visuals with Dynamic Text and Adding Sticker Editing in Image Editor

Unleash the Power of Your Creativity – Transform Your Images with Text Magic! Instantly add captivating captions, labels, and titles to provide an immersive context to your images. Engage your viewers with compelling information that leaves a lasting impression with pro stickers and emoji support.

How do you add text, stickers and emoji in Image Editor – In Social Planner?

  1. Go to Marketing > Social Planner
  2. Create new post from scratch or template library or CSV
  3. Add the images to the post, click on the image and their will option of edit
  4. In the edit model, we provide editing of image with cropping option, filters and adjustments. With the upgrade in image editing, we now support text, sticker and emoji

Note – Only the following text – fonts are supported in the editor:

Arial, Verdana,Tahoma, Trebuchet MS, Times New Roman, Georgia, Garamond, Courier New, Brush Script.

Calendar

New & Improved Calendar Widget

In this release, we are thrilled to unveil a redesigned calendar widget aimed at enhancing the overall user experience and increasing the booking conversion for our users. This update brings a more user-centric and user-friendly design.

Neo Widget Revamp:

  • A comprehensive redesign of the Neo widget to elevate the user experience through innovative UI elements

Enhancements:

  • Introduction of icons for calendar details.
  • Inclusion of a timezone selector for enhanced flexibility.
  • Display of timezones across all widget pages.
  • Highlighting time slots on hover for immediate user feedback.
  • Optimized placement of details for improved mobile usability.
  • Consistent and uniform UI elements across forms, contributing to a more professional appearance.

Please Note: This enhancement is exclusive to the existing NEO widget and can be activated through Labs. Adjust any CSS customizations to align with the updated widget design; minimal changes are required.

Google Organic Booking – Disable Integration

In this release, we introduce the option for users to disable Google Organic Booking, providing greater control over their online presence.

Now, users have the option to disable Google Organic Booking with a simple toggle in Calendar Settings. By disabling the integration, the system refrains from uploading any feed to Google. Consequently, the end customers won’t find the option to discover and book services directly from a business’s Google My Business (GMB) listing.

How to Use? 

  1. Navigate to Calendar Settings > Connections Tab
  2. In the Account Connections tab, locate the Google Organic Booking section.
  3. Toggle the switch to disable Google Organic Booking.

This feature is a crucial step towards implementing Google Organic Booking Auto Opt-In, where every location with at least one service menu or group will be automatically enrolled.

This feature gives users more control; if someone decides not to leverage Google Organic Booking, they can easily toggle off the switch and disable the integration.

Collective Booking In-App Appointment Modal – ‘Dynamic Team Assignment’

In this release, users can now seamlessly shuffle between team members and dynamically add them on the fly, providing greater flexibility and efficiency in managing collective bookings.

What’s New? 

Dynamic Team Member Selection: Previously, users were limited to choosing team members added to a collective calendar when booking appointments. Now, users can add any team member from the list directly in the in-app modal.

Flexible Combinations: Users can now create custom team member combinations for appointments without the need to pre-configure multiple calendars.

How to Use?

  1. Navigate to the appointment booking modal and select the desired collective booking calendar.
  2. Click on the users dropdown and choose one or more team members to add to the appointment.
  3. If a selected team member is unavailable, the system will notify you. You can then switch the user or add a custom time slot.
  4. The first team member added to the appointment will be designated as the appointment owner. If this user was not originally part of the calendar, you have the option to assign a custom location for enhanced flexibility.

This feature is designed to cater to service-based businesses such as Home Cleaning Services, Landscaping Companies, Plumbing Services etc. that often determine team assignments at the last moment.

By enabling users to dynamically select and add team members, we cater to different use cases, improving operational efficiency.

Funnel & Website Builder

New margin and padding selector

The funnel builder now has the new spacing component redesign. The new component now has less clutter and is more user friendly. Users can now select a variety of units which includes px em rem %  auto vh vw.

Additionally, the beloved slider is back! Based on the units the users select, the range of the slider would appropriately change. A set of suggested values are present for each unit for quick selection.

Capture Country and Zip Code Along With Credit Card Information on Order Form Payments

Users will now be able to enable capturing of Zip Code and Country along with the credit card information for order form payments. This solves the pain point of capturing complete billing details when the additional details are not required for the business use case.

Users will be able to enable this setting inside the funnel/website builder settings for order forms. This setting is only applicable for Authorize.net and NMI connection. The captured zip code and country will be sent to the respective payment provider as the billing details.

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Payments

Customer Payment Information Now Available On The Contacts Page 

Users will now be able to see payment information and history on the contact details page. This makes it easier to scroll through the payments made, invoices sent and subscriptions associated with the contact along with their respective status.

By default, the last 5 entries would be shown in the list view for each category and users can click to view more if required. This is in addition to the customer LTV displayed and the ability to charge a custom amount for the contact without leaving the contact details page

Workflows

Drip Action Enhancement

Previously, the Drip action did not respect the Global Time window from the workflow settings page, thus hindering the usage of drip to it’s fullest potential. This has been fixed, and the Drip action will respect the time window.

Number Formatter and Date Formatter Actions are Now Free of Charge

As part of our commitment to enhancing your experience, we are making changes to our pricing structure for the Number Formatter and Date Formatter actions.

Both the Number Formatter and Date Formatter actions will no longer be premium features. We are thrilled to make these essential formatting tools accessible to all our users at no additional cost.

Our mission is to empower our users and make automation tools more accessible. By making Number Formatter and Date Formatter free, we aim to remove any barriers and encourage broader adoption of these powerful formatting capabilities within your workflows.

Yext

Automated Cancellation for Yext Listings

We are excited to introduce a powerful new feature—Automated Cancellations for Yext Listings. Now, users have the control to initiate cancellations directly through the platform, providing a seamless and efficient experience.

Key Features:

  1. User Empowerment: Users now have the ability to initiate cancellations for Yext listings effortlessly through the platform.
  2. Streamlined Process: Simply click on “Edit Listings Information” button, navigate to “Manage Listings,” click on the “Cancel Yext Listings” button, confirm your decision, provide a reason, and witness the system seamlessly process the cancellation.
  3. Automated Workflow: This automation is designed specifically for listings that have exceeded 30 days from the date of submission of Yext form, ensuring a timely and hassle-free cancellation process.

How to Cancel Yext Listings:

  • Log in to your Yext account.
  • Click on “Edit Listings Information” Button on the top right.
  • Go to “Manage Listings” section.
  • Click on the “Cancel Yext Listings” button.
  • Confirm your decision and provide a reason.
  • The system seamlessly processes the cancellation automatically.

Yext Expansion to Italy, France and Germany

We’re thrilled to announce the expansion of Yext Listings to include France, Germany, and Italy, providing our users with an even broader reach and enhanced digital knowledge management.

Yext Availability in France:

  • Yext Listings is now accessible for all our valued customers in France.
  • Successfully supporting over 45+ active listings, ensuring businesses reaches a wider audience.

Yext Availability in Germany:

  • Yext Listings is now available for all our customers in Germany.
  • We’ve established support for over 60+ active listings to boost business presence.

Yext Availability in Italy:

  • Yext Listings is now available for all our customers in Italy.
  • We’ve successfully established support for over 40+ active listings to enhance the digital visibility for users.

Popular Listings Supported:

  • Amazon Alexa
  • Apple
  • FaceBook
  • Foursquare
  • Google Business Profile
  • NextDoor
  • OpenTable
  • SnapChat
  • TripAdvisor
  • TrustPilot

We now supports a comprehensive range of over 45+ online listings across Germany, Italy and France, including popular platforms like Google Business Profile, Bing, Facebook, Apple Maps, and many more.

Social Planner

Add Multiple TikTok Business Accounts  

Tiktok provides two types of Accounts – Personal and Business Accounts. Social Planner already supports Personal Account(s), we have recently opened up for multiple business accounts.

Supporting multiple TikTok accounts can offer several advantages for Business Accounts:

Brand Presence:

  • Businesses can create a separate TikTok account for their brand, ensuring a professional and cohesive representation.
  • This helps in building a distinct brand identity and maintaining consistency in the content shared.

Targeted Marketing:

  • Different accounts can cater to specific target demographics or product lines, enabling businesses to tailor content to specific audience segments.

Analytics and Insights:

  • By having separate business accounts, it becomes easier to track analytics and insights for each business line or product, allowing for better-informed marketing strategies.

Collaborations and Partnerships:

  • Businesses might want to collaborate with influencers or other businesses in different niches. Multiple accounts make it easier to engage with various communities.

How does it work?

  1. Navigate to Marketing > Social Planner
  2. Connect your Tiktok Business Account from Social Planner Setting Integration.
  3. In Social Planner, click on  New Post button to create new tiktok post.
  4. Select the Tiktok Business Account
  5. Add your video format content and the privacy for the Tiktok Business will be set to everyone by default.
  6. In Tiktok you can choose duet, stitch and comment.
  1. Schedule your post for Tiktok Business Account.

Specification for 1 Tiktok Video –

  • Format – MP4, MOV, WEBM
  • Size – 1 GB
  • Duration – 3 sec – 180 sec
  • Minimum width of 360 px
  • Content length: 2200 chars

Client Portal

Preview Dashboard

We’re thrilled to introduce a significant upgrade to the client portal experience – the Preview Dashboard. This feature will be visible to clients upon logging into the client portal and selecting “Home.”

Key Features:

  • Dashboard Card: A dynamic card showcasing information about child apps
  • Quick Actions: Streamlined actions for quick navigation.
  • Profile: A dedicated section displaying user profiles details
  • Home buttons in navbar
  • Progress bar for user profile
  • Fully responsive for mobile view as well

How to use Magic Links:

This feature will be visible to clients upon logging into the client portal and selecting “Home.”

Bug Fixes & Tech Debts:

  • Logo: The default logo was disrupting the Portal Image on signup screen. The logo will be visible only when uploaded by the user
  • Branding Page: Fixed alignment and designs for Copyright input field, Branding color selector
  • Will take user to home page if user do have permissions for child app

Live Chat

Live Chat Triggers and Actions

Introducing live chat reply triggers and live chat send message actions in workflows. Go to New Trigger -> Customer Reply -> Add filter for Reply Channel -> Select Live Chat.

Webhooks

Webhook support for Inbound & Outbound Messages

InboundMessage Web-hook for Multiple channels

  • Email
  • LiveChat
  • GBP
  • FB
  • IG
  • OutboundMessage Web-hook for Multiple channels
  • Email
  • LiveChat
  • What’s New
  • Using the global event-driven architecture to plugin channels at ease.
  • Developer web-hooks will now start receiving InboundMessage type event for all the inbound emails, live chats, GBP messages, FB messages, IG messages as well
  • Developer web-hooks will now start receiving OutboundMessage type event for all the outbound emails, live chats as well

Tasks

Contactless Tasks – Internal Tasks for your Team

Introducing Standalone Tasks – Create and Assign Tasks to your Team members without the need of a contact.

What’s New:

  • Create Tasks without the need of a contact from the “Tasks List View”
  • Assign, remove or Reassign the Contact to a task in the “Tasks List View”
  • Filter – Use ” Unassigned” option in the contact filter option to filter tasks without a contact

Campaigns

Conversion Metrics for Email Campaigns

We’re thrilled to unveil a groundbreaking feature in our email campaign analytics—Conversion Metrics! Now, you can dive deeper into the performance of your email campaigns by tracking revenue attribution directly within FG Funnels. Gain insights into the revenue generated by each email campaign, and make informed decisions based on the direct impact of campaigns on your sales.

The attribution window is flexible, and can be customized to suit your analysis needs. By default, it’s set to 5 days, reflecting the influence of campaigns on customer decisions within this timeframe. You’ll be able to extend the window up to 60 days.

How It Works:

  • Utilizes the “last touched” campaign logic to attribute revenue to the most recent email campaign that influenced a customer’s decision.
  • In the default setting (5-day window), the last opened or clicked email campaign within the last 5 days gets credit for the conversion/ sale made.
  • This window is editable.

The instance provided below demonstrates the functioning of email attribution. It’s essential to recognize that the scenario is based on the default 5-day email attribution window.

Example Scenario

Day 1:

You send an email to your subscriber, and they open it to view the offer.

Day 4:

Eventually, they return to make a purchase of that product.

In this case, revenue would be attributed to the initial email since it falls within the 5-day attribution window. However, if the customer were to make the purchase on day 12, the revenue would not be attributed to the original email.

How to Use:

  • Navigate to Email Campaign Statistics under the Marketing Section.
  • Explore the “Conversion Metrics” section to view revenue attribution statistics.
  • To edit the attribution window, (default is 5 days and is extendable to 60 days), access the settings page

New Features In Labs

Calendars

View Calendar, Appointments & Confirmation Emails in User Timezone

Summary

In this release, we introduce a significant enhancement – the ability to view calendar events, appointments and confirmation emails in the user’s timezone. This update aims to provide a seamless and efficient experience for users located across different time zones, eliminating the need for manual time conversion.

What’s New?

Previously, all users could only view their appointments and confirmation emails in the business timezone. With the new update, users can now set their preferred timezone in the Settings > My Profile > User Availability section. This selected timezone will be used to display all appointments in the calendar module, ensuring a personalized and accurate representation of their schedule.

How to Use?

Activation in Labs:

  • Locate the feature in Labs and activate it to enable the new timezone functionality.

User Timezone

  • The selected timezone under “Settings > My Profile > User Availability” will be used to display all appointments in the calendar module.

Note: If you do change your timezone, remember to adjust your availability accordingly.

Impacted Areas (Calendar Module)

  • Calendar View
  • Appointment List
  • Confirmation Email

Why This Feature?

  • Effortless Viewing: Users can now effortlessly view their appointments in their local timezone without the hassle of manual time conversion.
  • Reduced Confusion: The switch to user timezone reduces confusion and minimizes the risk of missed appointments, ensuring a user-friendly experience.
  • Global Accessibility: Particularly beneficial for users located in different time zones than the business, ensuring they have a clear and accurate overview of their schedule.

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