FG Funnels Updates – February 28th, 2024

February 28, 2024
POSTED IN BLOGS › FG Funnels Release Notes    

It is time for all the latest updates in FG Funnels from the week of February 21st through the 28th, 2024. If you have questions about any of these updates, or FG Funnels in general, please reach out to [email protected] or live chat in the app and our team will be happy to help.

Reputation Management 

New additions to Reviews, Review Request & Review Widget

What’s New?

  • Added ability to select a page & platform for Review Request Link Generation.
  • Added ability to filter out Reviews based on the pages in Reviews & Review Widgets.
  • Added ability to set minimum rating for reviews which should be used in Review Widget.

E-Commerce

Abandoned Checkouts are now listed on the Orders page  

Users will now be able to keep track of abandoned cart orders on their online stores.

The details will be available under Payments -> Orders -> Abandoned Checkouts which will list the customer details along with the items added to the cart.

Order details will also include Email status :e-mail:, which indicates whether an automatic notification for the abandoned cart has been sent to the user. Users can configure the automatic sending of abandoned cart notifications under Settings -> Notifications.

If the order is recovered, it will be marked as recovered. These abandoned checkouts are only applicable to online stores.

Kajabi Course Migrator

Copying of videos in addition to text and image 

Kajabi Course Migrator now extends its functionality to include the copying of videos in addition to text and image

Products that get migrated will be in a processing status until all its associated videos are successfully copied.

 Upon the completion of video copying, the status will be updated to completed

Full Text Search Support for Assessments Submissions

To make grading assessments easier as our platform grows with more courses and users, we’ve introduced full-text search for assessment submissions.

Now, instructors can swiftly search submissions based on usernames and do filtering on products, and grade status.

This improvement aims to streamline the grading process amidst the increasing number of submissions.

App Switcher

Introducing Membership App Switcher, designed for seamless flexibility. With just one click, admins can toggle between Client Portal and Membership Legacy, streamlining the app experience.

Payments

 Payment Received Trigger 

Users will now be able to set the payment received trigger source on manual payments collected from the contacts page, form payments. calendar payments or funnel/website payments.

We’ve also added a sub-filter for online stores inside the website as well to provide granular control over each source.

All existing triggers would continue to work the same, and these new sources and filters can be added to any old or new trigger.

The corresponding data about the payment will be available in every source.

Attach manual taxes directly to products

Users will now be able to directly attach taxes to a product. The taxes attached to a product will automatically populate across any channel where the product is sold like Order forms, Payment links, Ecom stores, or invoices.

In Invoices, adding the product will automatically add the attached taxes to that invoice for a given product.

Users will have the option to attach multiple taxes to any product.

The taxes will also apply to recurring products, including any subsequent payments happening after the first charge. Taxes will be calculated on subtotal amount after applying discounts

Deleting a tax from the Taxes section will remove it from all the products where it was attached.

Tax rate update for a given tax will apply the updated rate to all the existing products where it is attached.

Users can configure taxes manually under Payments -> Settings -> Taxes.

BNPL payment methods now supported for online stores

Users are now able to offer Buy Now Pay Later payment methods, namely Affirm, Klarna, and AfterPay to customers.

This is available only for businesses using Stripe as a payment provider.

All order and transaction details will be registered under the Payments menu as for a credit card payment. This includes the functioning of the existing Order Submitted and Payment received triggers as well.

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Screenshot 2024-02-28 at 4

Documents and Contracts

Enhancements + Bug Fixes

What’s New?

  • Updated the margin/spacing component throughout the proposals.
  • We have updated the UI library to the latest version & Updated the node version to 20.
  • Certificates will not get generated if the document only has text fields. If and only if the document has a signature field, then only the certificate generation will happen.
  • Avatar colors in the proposals/documents following a unique color with respect to the recipient name.
  • Minor bugs related to internationalization have been fixed.
  • Delete option in the dropdown pushed to the bottom of the list. It was added in the first.

IVR

Added Voicemail Detection For Calls

We have added “Detect Voicemail” option in IVR Connect Call. With this update, the user has the ability to detect whether a call was answered by the user or directed to voicemail, and can customize workflows based on the call status as voicemail.

Example:

A caller calls to the IVR, the call is transferred to an agent. But the agent did not answer the call, instead it went to their voicemail. Now with the above feature enabled they can also use Voicemail as an option in Call Status condition and further create actions in the workflow for this condition.

Conversations

Message composer UI and functional fixes

We are happy to announce an enhancement that will skip duplicate emails when sending a bulk email to contacts. In addition, we will now prevent emails from being sent to email IDs that are already unsubscribed.

This ensures that each contact, regardless of how many times they appear in the campaign list with the same email ID, receives the email only once.

Bulk Email Cache

  1. Revamped URL Embed portal – incorporated embedding trigger links as a URL embed
  2. Default position of the cursor is at the top of the editor now.
  3. Undo and Redo shortcuts are made functional for the editor.
  4. Text in the editor won’t be removed if the editor is minimized or tabs are switched in the right panel
  5. Removed space between input labels and input boxes of From name:, From email:, To:, CC:, BCC:, Subject:

Domain Connect

 Update and delete branded domains seamlessly using the domain connect flow

We are excited to introduce significant enhancements to the Branded Domain Management functionality, providing account admins with more flexibility and control over their branded domains. The latest update includes the ability to update and delete branded domains seamlessly using the domain connect flow.

Key Features:

  • Updating Branded Domains: account admins can now easily update their branded domains through a streamlined process using the domain connect flow. This feature enables quick modifications to keep up with changing business requirements or to reflect a rebranding strategy.

LC Email

Ability to turn ON/OFF email tracking

We are excited to introduce a new feature in LC Email Dedicated Domains, allowing users to enable or disable open and click tracking for emails. This feature provides more control over email tracking preferences, enhancing user experience and privacy.

Open Tracking:

Enabled by Default: Open tracking is now enabled by default for all outgoing emails.

How to Disable: Users can now choose to disable open tracking for specific domain by adjusting the tracking in the dedicated sending domain tracking settings.

Click Tracking:

Enabled by Default: Click tracking is also enabled by default for all outgoing emails.

How to Disable: Users can now choose to disable click tracking for specific domain by adjusting the tracking in the dedicated sending domain tracking settings.

Here’s how to access this Feature:

Settings – Email Service -> SMTP Service -> Dedicated Domain and IP -> Domain settings under dedicated domain.

Dashboards

New Conversation Widgets

We’re thrilled to introduce a host of new widgets for Conversations for your Dashboards, designed to supercharge your team’s efficiency and elevate customer engagement! Now, with just a glance, you can uncover invaluable insights into unread messages, assignee distributions, and even track new conversations started this week.

Here’s what you can now visualize:

  1. Total Unread Messages: Shows the  total messages that have not been read yet
  2. Total Unread Conversations: Shows the number of conversations that have not been read yet.
  3. Total Unread Conversations today: Displays the number of unread conversations where the last message was received today.
  4. Total Unread Conversations by Channel: Shows the distribution of unread conversations based on the channel type of the customer’s last message (e.g., email, SMS, etc.).
  5. Unread Conversations by Assignee: Indicates the number of unread conversations assigned to team members.
  6. Unread Conversations (logged in user): Displays the number of unread conversations for the logged-in user.
  7. Conversations Distribution by Assignee: Shows the number of conversations assigned to team members.
  8. Assigned Conversations (logged in user): Indicates the number of conversations assigned to the logged-in user.
  9. Total Unassigned Conversations: Displays the number of conversations not yet assigned to any team member.
  10. Unassigned Conversations by Channel: Shows unassigned conversations initiated by customers across different channels, considering the channel of the last message from the customer.
  11. New Conversations started (This Week): Indicates the number of conversations started in the current week.

How It Works:

  1. Go to your dashboard.
  2. Click on the edit icon and then Add widget.
  3. Scroll down to the Conversations.
  4. Choose the widget you like from the list of predefined widgets or add your own filters.
  5. Click on save.

Calendars

Branded Domain for Calendars

We’re thrilled to announce branded domains for calendars, providing users with enhanced flexibility and branding options for calendar links. This update aims to personalize the user experience across various interactions within the platform

Now, the domain configured in your account will be utilized for all calendar links, allowing users to experience branded URLs tailored to their preferences.

Impact of Branded Domain on Calendars: 

  1. All Calendar Links (Scheduling Link, Permanent Link, One-Time Link)
  2. Group Links, Service Menu Links
  3. Calendar, Group and Service Menu Embed Code
  4. Reschedule Links and Cancellations Links
  5. Google Organic Booking (Action URL and Service URL)

How to Use?

To leverage this feature, ensure that your sub-account is configured with a branded domain name. Follow these steps:

  1. Navigate to Subaccount Settings > Business Profile.
  2. Scroll down to the Branded Domain section.
  3. Configure your domain by creating a CNAME pointing to ‘link.msgsndr.com’.
  4. Add the domain under the Branded Domain field.

Opportunities

Lost Reason Filter in Opportunity Automations

We’re excited to announce that you can now filter opportunities based on the lost reason filter in both your triggers and actions.

What’s New:

1. Lost reason as a new filter in Opportunity Created, Changed, Status Changed, Stale Opportunities and Pipeline Stage Changed.

Screenshot 2024-02-27 at 18

For Opportunity Changed, you can also filter based on the Lost reason update.

Screenshot 2024-02-27 at 18

2. Lost reason as a filter in Create/Update Opportunity actions and If/Else operators.

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Screenshot 2024-02-27 at 17

Benefits:

Targeted Follow-Up: Create personalized follow-up strategies based on specific reasons for opportunity loss, increasing re-engagement success.

Problem-Solving Precision: Pinpointing reasons for lost opportunities enables targeted solutions, enhancing sales strategies.

Focused Resource Allocation: Allocating resources to primary loss factors optimizes efficiency, fueling strategic growth.

Affiliate Manager

Multi Tier Commissions

With this update, you can now set up to 7 tiers of commissions in your affiliate marketing campaigns. This highly anticipated feature empowers you to create more dynamic and rewarding affiliate programs, driving growth and engagement.

What’s New:

  • Support for up to 7 tiers of commissions in affiliate campaigns
  • Flexibility to set default commissions or product-based commissions for each tier
  • Streamlined process for managing multi-tier commissions

How It Works:

  1. Begin by clicking on “Add” to create a new affiliate campaign.
  2. Choose your campaign source and provide source details to configure your campaign settings.
  3. Finalize the product list for your campaign, ensuring that all eligible products are included.
  4. In the second step, navigate to “Advanced Commission Settings” to add multiple tiers to your campaign.
  5. Set default commissions or product-based commissions for each tier, customizing rewards for affiliates at different levels.

Why it Matters:

The introduction of multi-tier commissions opens up new opportunities to incentivize affiliates and expand your affiliate network. By offering rewards for sales generated by sub-affiliates, you can motivate affiliates to recruit and support their own network, driving increased sales and revenue for your business.

 Improved Affiliate Campaign Creation Flow

What’s New:

  • Improved Flow: Experience a more intuitive and user-friendly interface for creating affiliate campaigns, ensuring a smoother and more efficient process from start to finish.
  • Product List Review: Easily review and manage the products to ensure that only eligible items are included for commissions, helping you maintain accuracy and relevance in your campaigns.
  • Flexible Commission: Choose between setting default commissions for the entire campaign or configuring product-based commissions.
  • Optional Multi-Tier Commission : If needed, easily configure multi-tier commissions to incentivize affiliates at different levels and maximize your campaign’s effectiveness.
  • Direct Affiliate Preview and Assignment: Preview and assign affiliates directly within the campaign creation flow, eliminating the need for additional steps.
  • Pre-Filled Additional Settings: Enjoy the convenience of pre-filled additional settings based on your global settings, reducing the time and effort required to set up each campaign.

How It Works:

  1. Click on “Add” in the Campaign page to begin.
  2. Choose your campaign source where your products are added.
  3. Configure source details.
  4. Review and modify the product list to include eligible items for commissions.
  5. Set default commissions for the entire campaign or customize them on a product-by-product basis.
  6. Enable multi-tier commissions and configure tier-specific commission rates. (Optional)
  7. Add a campaign description to provide context and attract affiliates. (Optional)
  8. Assign affiliates directly to the campaign, ensuring seamless integration with your existing affiliate network.
  9. Adjust additional settings such as email templates, cookie life, and payout terms to optimize campaign performance.
  10. Publish your campaign or save it as a draft to make further adjustments.

Contacts

Add, Edit, and Remove Multiple Contacts from Companies

Introducing Seamless Contact Management: Add, Edit, and Remove Contacts from Companies with Ease!

We’re thrilled to unveil a game-changing update that streamlines your contact management experience like never before! With this latest feature, you can effortlessly add, edit, and remove contacts from companies all in one place, right from the Smart-list page.

Ready to get started? Here’s how:

  • Navigate to the Smart-list Page
  • Select Contacts:
  • Choose all the contacts you wish to manage.
  • Click “Add/Edit to Company”:
  • Find the option and proceed.
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Input Details and Submit:

Finalize the operation with a few clicks.

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Screenshot 2024-02-28 at 4

Check the Stats of this action under Contacts > Bulk Actions

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