It is time for all the latest updates in FG Funnels from the week of March 13th through March 20th, 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.
Communities
Improvements & Fixes
We’ve got some exciting updates to make user engagement in Communities even better.
New Notifications
New Comment – Post author will now get Email & In-App notifications when other members of the group comment on their post
New Comment Reply – Comment Authors will now get Email & In-App notifications when other members reply to their comments
Invite Link Flow
Now group members can also invite users to a group using invite links which was previously restricted to admins only.
Enhancements
Creation of default channels for new groups : On creation of a new community a new default channel will be automatically created, making it more easy to get started with a new group.
Mandatory complete profile: Now its mandatory for all the members to complete their profile by adding profile picture, title and bio. This will help members of community to know each other better.
Payments
User Permissions For Exporting Payments Data As A CSV
Admins will now be able to configure user permissions for exporting payments data as a CSV file from their account. This applies for exporting invoices, transactions or subscriptions CSVs.
This is useful when businesses do not want specific users to have export permissions on their payments data. The toggle is turned on by default for all users, which means that they will have the permissions to export data by default.
100% Discount Coupons On Subscriptions
Users can now apply a 100% coupon or apply a full fixed amount discount on subscriptions. This is useful when businesses want to sell a subscription for free and have upsell purchases configured in the next step.
The credit card added for 100% discount will be saved on file to charge the customer at a later date
Update Payment Method For Ongoing Subscriptions
Authorize.Net and NMI Users can now conveniently send customers a link to update their payment method for ongoing subscriptions.
How it works:
The option to send this link is available through the quick action menu on the Subscription list page and the Actions section on the subscription detail page.
Users can either email the link directly to the customer or copy it to send separately.
These links are one time use only, and valid only for 30 days.
Customers simply click the link to view and update their subscription details.
Upon updating, the new payment method will be charged starting from the next billing cycle.
Users can generate multiple links, as well as deactivate all outstanding links right from the subscriptions page for any given subscription.
This feature is currently supported only for Authorize.net and NMI connections
Coming up next:
We are adding support for this to work with Stripe as well.
Coupon Codes For Payment Links
Users can now configure coupon codes for payment links. Coupon codes can be configured with all available specifications similar to order forms. There has also been a design update of payment links to show the price breakdown including Discount & Taxes.
Conversations
Attachment Support & Custom field Update
PPTX Attachment Support: We’ve added support for uploading and sending PPTX attachments. This expansion broadens the types of files supported for attachment uploads.
Custom Field Date Format Update: We’ve updated the date format used when compiling custom contact date-type files. The new format is “Mar 18th, 2024”. This change ensures consistency across our service’s date formats, making them unambiguous for users across different locales.
Bug Fixes:
Enhanced Segment Count Logic: Previously, customers reported inconsistencies in segment calculation, leading to inaccurate estimations. We’ve revamped our approach by integrating Twilio’s sms-segments-calculator in the SMS Template(Snippets) builder. This upgrade ensures precise segment calculations, guaranteeing reliable message delivery.
Optimized Custom Fields Data Retrieval: Previously, sending messages or compiling templates suffered from latency issues due to data fetching from Location API services. To tackle this, we’ve streamlined the process. By directly accessing data from our Firestore DB, we’ve significantly reduced delays, resulting in smoother operations and faster performance. :zap:️:wrench:
Improved Twilio Attachment Download: Some customers didn’t provide Twilio apiKey and apiSecret, causing difficulties in downloading attachments for incoming messages. We’ve addressed this by enhancing our attachment download logic. Now, regardless of whether apiKey and apiSecret are provided, attachments will be retrieved accurately, ensuring seamless display on our UI.
Improved Email View: Fixed a bug causing email messages to sporadically freeze in the email view during peak load times.
Improved GMB Message Tab: Added GMB initialization to the contact details page.
Dashboard
Manual Actions Widget
In the DashboardV2 tab we have a Manual Actions widget which has filters for Campaigns/Workflows. Since we are slowly deprecating campaigns, we have split the drop-down into 2 separate drop-downs.
Dropdown 1 – Automation Type, Options – Campaigns or Workflows
Dropdown 2 – If user selects Campaigns in dropdown 1 then all the Campaigns List or if user selects Workflows in dropdown 1 – Workflow List Paginated (Infinite Scroll, Search supported)
Note – For all new locations Campaigns are deprecated so they will not see dropdown 1 and will only see workflow dropdown with Pagination.
New Chart Type Tables
We’re thrilled to introduce a new chart type for your dashboards – Tables!
With table charts, all your widgets can be transformed into detailed list views, offering comprehensive insights at a glance. You can manage the columns you want to see on the widget and tailor your view to focus on the metrics that matter most to you and your business.
How It Works:
Go to your dashboard.
Click on the edit icon and then Add widget.
Scroll down to the widget you want to add.
Change the chart type to table.
Click on Select Columns to manage columns you want on your widget (Optional)
In advance settings, you can choose the column on which you want to order the table (Optional)
Click on save.
Note: Table chart supports up to 10,000 records per widget.
Documents & Contracts
New Fillable Element: Initials
While going through a multi-page PDF, many of our users wanted to add the option for the signer to add Initials on every page to ensure that they have gone through it.
Editors will now be able to drag and drop initials and assign it to the recipient that they want, and signers will be able to click on the initials element and either type or draw their initials.
How to Use?
Drag and drop initials from the side tab and assign it to recipients
For Document Signers:
Click on the initials field -> Use Pre-filled text or edit your initials -> Click on Accept
New Filters and Status
New filters
Template
Users will now be able to select a Template from the list of templates made by them in the Documents and Contracts section while configuring the workflow.
Recipient Type
Users will now be able to trigger a different workflow based on whether the document is being sent to the Recipient Contact or the User.
New Status
Viewed
Users will now also be able to trigger different workflows based on the fact that the document has been viewed or not by the recipient
Bug Fixes
Previously, the phone number field would not show on an invoice when sending through text messages. This issue has been fixed.
The product price description will no longer have a blank field when generating an invoice.
In the document viewer, long decimal numbers were appearing when there was a product list with quantity and unit price calculations. We’ve fixed this problem, so now both the builder and viewer will behave the same way.
Workflows
New Google Sheet Actions
Create Multiple Row(s): Effortlessly create multiple rows in your Google Sheet with a single action, streamlining your data management process.
Update Multiple Row(s): Seamlessly update multiple rows in your Google Sheet, enabling you to keep your data up-to-date efficiently.
With these additions, you can take your data management workflows to new heights, simplifying complex tasks and boosting productivity.
Text Formatter
The Text formatter is a new workflow action, empowering users to convert text into their preferred formats. We offer support for 15 distinct types of formatting options, including Capitalization, Text Replacement, and Email Extraction, among others.
How to Use:
Open a workflow and click on the plus sign to add a new action.
Search for Text Formatter and give it a click.
Now Click on Action Type to select the formatter you need.
Select the source field ( which is used for formatting ) by choosing the Select Field
Depending on the selected action type, you may need to input additional details specific to that action.
Remember, all fields marked with a red asterisk (*) are mandatory
Save the action
Additionally, you can utilize the output of the text formatter in various other actions such as Text Formatter and If/Else.
LeadConnector Mobile App
Unassigned Contacts, Pool numbers, Messages, and Reviews.
Users can now search for unassigned contacts or assignees while selecting them.
Pool numbers will no longer be displayed when selecting an outbound number.
Nested replies are now supported for comments on reviews.
Removed separate loaders for email-type messages in the Messages listing screen.
Fixes:
An issue has been resolved where opportunity refresh icons were not visible in some cases.
Date and time selection while booking an appointment now respect daylight saving time (DST).
Issues have been fixed where reviews were not displaying star ratings and reviewer names within conversations.
Issues have been addressed where contact additional info was missing certain fields.
Addressed an issue where some call recordings were not playing.
Resolved an issue concerning inaccessible video attachment links.
Corrected a problem where contact avatars were not displaying for specific contacts.
Availability:
LeadConnector – Android, iOS
Funnels & Websites
SEO Suggester and HTML Language Attribute Selector
We’re excited to announce the launch of our SEO Suggester and ability to change HTML lang attribute, designed to make improving your website’s SEO score easier than ever before.
Improving your website’s SEO score is crucial for increasing traffic and reaching your target audience. With the SEO Suggester feature, you can easily optimize your content without the need for extensive SEO knowledge, helping you achieve better results and attract more visitors to your website.
The language code for the lang attribute can be selected in the newly introduced “Language” option in the SEO Meta Data Settings in the page builder. Default language will be en (English).
User Management
User Email Flow Upgrade For Security
Users now need to put a OTP( one-time password) before updating any email of users
How It Works:
A user’s email update will trigger a OTP flow for admins and users when updating an email.
The system will generate a one-time password (OTP) and send it to the email address of the user who is trying to update.
A modal will display requesting the user to enter the OTP.
The user enters the OTP received in their email address(Admin Email who is making the changes) into the modal.
The User email will be updated if the OTP is valid.
Note:
Email updates via other channels have been dropped for any users.
OTP email will be sent to the user once. Next OTP can be generated after 15 minutes (Expiry time).
The email will be sent to the user who is making the email change(Logged in user).
LC Phone
A2P Registration, Usage Summary, and Audit Logs
A2P Registration – Introduced Direct Lending and Age Gated Content checkboxes for A2P submissions.
Usage Summary and Transaction – Ability to view the Message segments and Call Duration at the transaction level.
Previously, customers had to make a purchase to become a sub-affiliate. Now, users can directly add Sub-Affiliates if they are not already present on the platform or have made a purchase.
How It Works:
Navigate to the Affiliate page in Affiliate Manager.
Select the Affiliate and switch to the Sub-Affiliate tab.
Click “Add Sub-Affiliate” and choose the campaign.
From the New Sub-Affiliate List, click to add.
Remove existing sub-affiliates if needed.
Add new profiles directly if not present.
Save your changes.
E-commerce
Buy Now Button On Product Detail page
We are thrilled to announce a new addition to our e-commerce store – the ability for users to buy a product directly through a “Buy now” button. This enables users who would like to buy a single item to directly skip all the cart addition steps and just click on one button to go directly to the checkout page with the selected product.
This option will by default be switched off for new and existing stores, and can be toggled on by the toggle as shown in the image.
Border color, text color, button color, and button texts for add to cart, as well as buy now, can be customized. By default, the buy now button will have a border and transparent background.
Upon clicking on buy now, the user will be taken to the checkout page directly with only 1 quantity of the item selected. The item selected for buy now will be added to the cart as wll.
Upon abandoning a cart, the abandoned cart notification will only contain the product that has been added via buy now, in case of buy now flow.
Upon a successful purchase, any other items apart from the selected buy now item present in the cart remain unaffected.
